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Home My WebLink About04-0176Register of Wills of Cumberland PETITION FOR GRANT Estateof Janice May Paynter Hanson alsoknown as Janice Hanson Pay, n t.e. r , Deceased William / Hanson and Henry William Andrew Hanson, Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut na~ in the last Will of the Decedent, dated and codicil(s) dated None County, Pennsylvania OF LETTERS No. / Social Security No. 052-26- 9835 IV 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 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumb er 1 and County, Pennsylvania with his/her last family or principal residence at 133 North Decedent, then 70 years of age, died College Street, 02/18/200~at Borough of Carlisle, Carlisle, PA 17013 (list street, number, and municipality) ?A Decedent at death owned property with estimated values as follows: (If domiciled in PA) Alt personal property (If not domicJled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania (Location) 900,000.00 120,000.00 situated as follows: 133 North College Street, Carlisle, PA 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 l~e appropriate fcrm to the undersi~lned: ¢¢t? ~,~na[ure Faynter Iypeoorpr,meonameandres~dence ' ~ ~ William / Hanson j 1107 Sherwood Drive, Carlisle, PA 17013 ?j/l~ II~/! ~/~_~'~ Henry William Andrew Hanson, IV 2333 East Carson Street, Pittsburgh, PA 15203 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Commonwealth of Pennsylvania County of Cumberland Oath of Personal Representative The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will welt and truly administer the estate~ccording to law.. Sworn to or affirmed and subscribed :i before me thii~ dayof ,//~/~~/ .... :'~ - ' ~ For the Register ~.~ IV 02/18/2004 Deceased NO. Estateof Janice May Paynter Hanson Social Security No: 052 - 26 - 9 8..c[~te of Death: AND NOW, y~:,~? ,~ of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~-/~-Istamentary C~'~ministration are hereby granted to ~_~-3,- .~/ , in consideration P aynte r William / . Hanson (c.t.a.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate) and Henry William Andrew Hanson, IV in the above estate and that the instrument(s) dated ~z~--//, / 9' / ~ ~ ~'~'"'~ described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ $ A~orney: Robert C. Saidls I.D. No: 21458 Saidis, Shuff, Flower & Lindsay Address: 2109 Market Street Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Camp Hill, PA 17011 Telephone: 717/737-7345 Inventory .......... $ Other ........... $ ......... $ TOTAL Prepared by the Pennsylvania Bar Associalion Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat request of testat other subscribing witness(es)). , sign the same and that signed as a witness at the in h presence and (in the presence of each other) (in the presence of the Sworn to or affirmed and subscribed before me this day of Register (Nme) (Address) (NamO (Address) REGISTER OF WILLS OF Cumberland COUNTY OATH OF NON-SUBSCRIBING WITNESS Janice May Paynter Hanson aYk/a Janice Hanson (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are testatrix of that each of them ~j}gnature Janice May Paynter Hanson aYk/a Janice Hanson ~,~~'' ~~ to the best of their__ knowledge and belief. Sworn to or affirmeO and subscr}ved before me this c~_~' 7-~,~ day of [ /~ (Name) /~-~'.~ /.. ~ ~ / ~ I~PA 013 .... ,,~.' ~ r'-._, ~ / ~ ~"- (Address) ~-~e~.,~C..~_~. ~/5~Register Richard Edwards Sickmon (Name) 102 Charles Street, Carlisle, PA 17013 familiar with the signature of Janice May Paynter Hanson a/k/a Janice Hanson (~rlblng-wi~.ao) the will presented herewith and believes the on the will is in the handxvriting of (Address) JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY MATTHEW J. ESHELMAN KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attomey@ssfl-law.com May 17, 2004 OF COUNSEL ALBERT H. MASLAND CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPIdONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re: The Estate of Janice P. Hanson File No. 21-04-0176 Dear Ladies: Enclosed please find a check in the amount of $90,000 representing a discount payment on account of inheritance taxes with regard to the above estate. Please issue a receipt at your earliest convenience. Very truly yours, /sly Enclosure S :A:!~D~/IS,,SHUFF, FLOWER & LINDSAY · Silelby Id. Yingling, Estate Paralcgal hi>. is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Loc;.d Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. Local Registrar Date ,. Janice M. Hanson ~Cumberland ,,L Teacher COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF OEATH · I%'Pm], [,.052 -- 26 --9835 ~ - · I I~ / Ele~nta Sch~l ~ I, ~1~ I,., .......I ,.,iaow-~ I 133 North Collie St. ~ '" ~ ~'~' ,.~rlisle, PA 17013 ,-.~ ~,,~ and ~' ,,,.~ ~ pa.] Willi~ Pa~ter ,,. Jeanette S. Pi~er 1~.2333 ~st Carson St., Pittsbumh, PA a,~.Yorkto~e Creation Sty. ~,,. Yorkt PA ~~ Hoff~n Roth - ~noral ~.219 N. Hanover St_, ~rli~l~. William Andrew Hanson IV ~O o~.~] ~..~...[] -[]l,,,F. ebruary 20, 2004 OF JANICE MAY PAYNTER HANSON I, JANICE MAY PAYNTER HANSON, of the Borough of Carlisle, County of Cumberland, and Commonwealth of Pennsylvania, do hereby declare this to be my Last Will and Testament, revoking all other Wills and Codicils heretofore made by me. ITEM 1: I direct that the expenses of my last illness and funeral be paid from my estate as soon as practicable after my death. ITEM 2: I give, devise and bequeath all of my estate, real, personal and mixed, of whatsoever nature and wheresoever situate, to my beloved sons, HENRY WILLIAM ANDREW HANSON, IV and WILLIAM PAYNTER HANSON, in equal shares. ITEM 3: If either of my children, HENRY WILLIAM ANDREW HANSON, IV and WILLIAM PAYNTER HANSON, should predecease me, then the deceased child's share shall go to his issue per stirpes. In the event either of my children predecease me leaving no issue, then the deceased child's share shall go to the surviving child or his issue per stirpes, as the case may be. ITEM 4: If, under the provisions of this Will, a share of my estate shall become payable to any person under the age of thirty (30) years, or if a share of my estate shall become payable to any person who, by reason of illness or other incapacity, is incompetent to receive any or all of the share to which he or she is entitled hereunder without the appointment of a guardian or other fiduciary or the delivery of security, I hereby appoint the DAUPHIN DEPOSIT BANK AND TRUST COMPANY, of Harrisburg, Pennsylvania, trustee for such beneficiary, to hold in trust for the benefit of such beneficiary, his or her share of my estate, and in this respect the said trustee shall have power to use principal as well as income in such amounts and at such times that it, in its sole discretion, deems advisable for the welfare, support and education, including college or trade school, of such beneficiary. AND, further, the said Trustee shall have the full power and authority to retain, sell, exchange, lease, invest and reinvest any property, real or personal, of said trust without the necessity of petitioning any court for permission to make such retention, sale, exchange, lease, investments or reinvestments in any manner it deems best, without being limited to such investments prescribed by the laws of the Commonwealth of Pennsylvania then in force for investment of trust funds. AND, further, the said Trustee shall have full power and authority to borrow money from any person or institution, including its own lending department, and to mortgage or pledge any or all real or personal property comprising the trust, if such borrowing is necessary to prevent the sale of any or all of the real or personal property comprising the trust at a price less than the fair market value of such property. AND, further, the said Trustee shall have the full power and authority to compromise any claim or controversy, without the necessity of petitioning any court for permission to make such compromise. The aforesaid Trustee shall pay to any beneficiaries, when they individually reach thirty (30) years, and to any other beneficiaries subject to any other incapacity, when such incapacity is removed, or to his or her estate if he or she should die before reaching the age of thirty (30) years or before such incapacity is removed, all the property or funds then in its hands which represent the said beneficiary's share of my estate. ITEM 5: In the event that any beneficiary under this Will and I shall die under such circumstances that there is no sufficient evidence that we died otherwise than simultaneously, such beneficiary shall be deemed to have predeceased me. ITEM 6: I appoint my beloved sons, HENRY WILLIAM ANDREW HANSON, IV and WILLIAM PAYNTER HANSON, Co-Executors of this Will and direct that they be permitted to serve without bond and without any intervention of any court except as required by law. I authorize my Co-Executors to sell, encumber, mortgage, invest, distribute in kind, or retain any item of property of my estate in such manner as they shall deem proper, limited only by their own discretion. If for any reason one of my Co-Executors appointed under this Will should fail to serve in that capacity, I appoint the other Co-Executor to be my Executor solely with the same powers and privileges set forth above. If for any reason both of my Co-Executors appointed under this Will should fail to serve in that capacity, I appoint the Dauphin Deposit Bank & Trust Company my Executor with the same powers and privileges set forth above. IN WITNESS~WHEREOF, I~_-- ' ~F~'~ave at Harrisburg, Pennsylvania, this J~ day of L~'~-~ , 1995, set my hand and seal to this my // Last Will and Te~ment. Signed, sealed, published and declared by the above named Testatrix, JANICE MAY PAYNTER HANSON, as and for her Last Will and Testament, 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. ~~~~ Res~!dence ~ ~?- '.~/c~/'j JANICE HANSON /AW OFF~:£S HANSON & RUBEN SUITE 307 100 CHESTNUT OFFICE BUILDING HARRISaURG, PA 17101 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Janicc May Paynter Hanson Date of Death: February 18, 2004 Will No. 21-04-0176 Admin. No. To thc Register: I certify that notice of Estate Administration required by Rule 5.6(a) of thc Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on February'3/, 2004. NalTle William P. Hanson Henry William Andrew Hanson, IV Address 1107 Sherwood Dr., Carlisle, PA 17013 2333 E. Carson Street, Pittsburgh, PA 15203 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: l~0bh~C. Saidis, Esquire 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: X Personal Representative Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARiUSBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003954 SAIDIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 052-26-983§ FILE NUMBER: 2104-01 76 DECEDENT NAME: HANSON JANICE MAY PAYNTI DATE OF PAYMENT: 05/1 9/2004 POSTMARK DATE: 05/1 7/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/18/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT R 101 $90,000.00 REMARKS: TOTAL AMOUNT PAID: $90,000.00 SEAL CHECK# 1012 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Law Offices of Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 Register of Wills Cumberland County Comthouse Carlisle, PA 17013 3+3392 .:32 h,,lll,,,lll,,,,,,Ih,ll,,,Ih,,Ihl,h,,,t,lhh,hh,,,ll JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN M. SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attomey@ssfl-law.com www.ssfl-law.com November 16, 2004 CARLISLE OFFICE: 26 W. HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)240-6222 FACSIMILE: (717)240-6486 REPLY TO CAMP HILL Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re; The Estate of Janice M. Hanson File No. 21-04-0176 Dear Ladies: Enclosed is an original and two copies of an Inheritance Tax Return with regard toCPne above estate along with the appropriate checks. Kindly return a time-stamped copy to our office in the envelope provided. Thank you. /sly Enclosures Very truly yours, ~ ,~elby~" SHUF~WER & LINDSAY ling, Estdle Paralegal ~ REV-1500 EX + (6~0) D E C E D E N T CAPB HpRL EpIO CRAC TK KOEs R E C A P I T U L A T I O N C O M xl T I 0 N COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRtSBURG, PA 17128-0~01 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDEN~PS NAME (LAST, FIRST, AND MIDDLE INITIAL) Hanson Janice May Pa,ynter DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 09/01/1933 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21-04-0176 COUNTY CODE YEAR NUMEER SCCIAL SECURITY NUMBER 052-26- 9835 REGISTER OF WILLS X 1. Odginal Return ~ 247! 46: Limited Estate . Decedent Died Testate (Attach copy of Will) Supplemental Return [~ 3. Remainder Retum (pdda BecR~fedt Maintained a Living Trust i 8. Total Number of Safe Depo NAME Robert C. Saidls FIRM NAME (If App6ceble) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER 717/737-3/,05 1Real Estate (Schedule A) 2Stocks and Bonds (Schedule B) 3Closely Held Corporation, Partnership or Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) SCash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6Jointly Owned Property (Schedule F) ~eparate Billing Requested 7Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (Schedule G or L) 8.'rotal Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) l(l;)ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) l'n'otal Deductions (total Lines 9 & 10) l~let Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS 2109 Market Street Camp Hill, PA 17011 (1) 190,000':00 (2) 1,415,966.18 (3) None (4) None (9) 67,228~ 07 ($) None (1) 521,172.68 (9) 79,645.49 (10) 4,942.24 13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) l~let Value Subject to Tax (Line 12 minus Line 13) OFFICIAL USE ONLY ~2 (8) 2,194,366.93 (11) 84,587.73 (12) 2,109,779.20 (13) (14) 2,109,779.20 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES l~.mount of Line 14 taxabie at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) l~,mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate 18~mount of Line 14 taxable at collateral rate 19rax Due 20. ~ X .0 0 2,109,779.20 X .0 45 X .12 X ,15 (15) O. O0 (16) 94,940.06 (17) O. O0 (12) 0.00 (19) 94,940.06 Copy~ght (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX {Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 133 North College Street IC~arlisle STATE [PA ZIP 17013 Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Payments A. Spoueal Poverty Credit B. Prior Payments C. Discount 0.00 90~000.00 4~736.84 (1) 94~940.06 Total Credits ( A + B + C ) (2) 94,736.84 3Interest/Penalty if applicable D. Interest E. Peca~ Total Interest/Penalty ( D + E ) (3) 0.00 4if Une 2 is greater than Une 1 + Line 3, enter the difference, This is the OVERPAYMENT, Cheek box on Page 1 Line 20 to request a refund (4) 0.00 $lf Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) 203.22 A, Enter the Interest on the tax due, (SA) 0,00 B, Enter the total of Une 5 + SA. This is the BALANCE DUE, ($B) 203,22 Make Cheek Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did decedent make a transfer and: Yes No b. retain the right to designate who shall use the proper[./transferred or its income; ........... ¢. retain a reversionary interest; or .................................... d. reseive the promise for llfe of either payments, benefits or care? ................... 2If death occurred after December 12, 1982, did decedent transfer pmparty within one year of death without receiving adequate consideration? ................................ [] [] 3Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? .............................................. [] [] 4Did decedent own an Individual Retirement Account, annuity, or other nco-probata 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. William P. Hanson and Henry W.A. Hanso 1107 Sherwood Drive Carlisle, PA 17013 t~cT I'~ Hill, PA 17011 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 su~viving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, end 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 trensfem 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 ral~ ilwpOSed on the net value of transfers to or for the use of the dccedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form ~ only The Laok~er Gloup. Irma. Form REV-1500 EX (Rev. SOO) RE¥-1502 EX + (1-~7) ESTATE OF Janice May Pa~ter Hanson SCHEDULE A REAL ESTATE FILE NUMBER SS~ 052-26- 9835 02/18/2004 21-04-0176 All real property owned solely or as a tenant in common must be reported et fair market value. Fair market value is defined as the pdce at which property would be exchanged between a willing buyer and a willing selisr, neither being compelled to buy or sell, both having reasonable knowledl~le of the relevant facts. Real property which is iointly-owned with ri~lht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 133 North Colle§e Street, Carlisle Boro, PA (see copy of settlement sheet attached) TOTAL (Also enter on line 1, Recapitulation) (If more space is n~eded, insert additional sheets of the same size) Copyright (c) 199~ fo~rn $OflWam only CPSyste~, Inc. 190,000.00 $ 190,000.00 FO~ REV-1~2EX(R~.1.97) REV-tS03 EX + (1-~ ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Janice May Paynter Hanson SS# 052-26-9835 02/18/2004 21-04-0176 Ali propeCo/jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNITVALUE VALUEATDATE NUMBER OFDEATH 1 Legg Mason Investment Account #360-00043, containing the followin§ assets: 24 sh. Alcon, Inc. (CUSIP 013716105) 47.49 1,282.23 300 sh. Corning, Inc. (CUSIP 219350105) 13.015 3,904.50 36200 sh. Fulton Financial (CUSIP 360271100) 21.985 795,857.00 640 sh. IBM (CUSIP 459200101) 98.96 63,334.40 accrued interest 102.40 2716.162 sh. Lc§§ Mason American Lending Co.(52465Q101) 20.48 55,627.00 1889.606 sh. Lc§§ Mason Value Trust(CUSIP 524659109) 59.54 112,507.14 506 sh. M&T Bank (CUSIP 55261F104) 93.78 47,452.68 50000 sh. Humboldt Bank, 1/55~ (CUSIP 44507AAJ2) 99.939 49,969.50 accrued interest 592.52 15000 sh. MBNA American Bank (CUSIP 55264DEA0) 101.215 15,182.25 accrued interest 282.82 15000 sh. American National Bank (CUSIP 027789QP4) 104.895 15,734.25 accrued interest 286.64 16000 sh. Bank Whitman (CUSIP 065788AZ~) 99.358 15,897.28 accrued interest 87.75 15000 sh. Providian Nat'l Bank (CUSIP 74407MXS9) 104.356 15,653.40 accrued interest 203.21 17000 sh. BSB Bank (CUSIP 055653EJ4) 99.005 16,830.85 15000 sh. Discover Bank (CUSIP 25467BA24) 104.882 15,732.3G 17000 BSB Bank (CUSIP 055653EK1) 98.926 16,817.42 accrued interest 134.71 10000 sh. Ltgonter PA (CUSIP 532298BA3) 104.808 10,480.8G accrued interest 136.66 20000 sh. Pequea Valley School Dist. (713537GN2) 105.967 21,193.4~ accured interest 235.08 10000 sh. Gettysburg PA (CUSIP 374316DZ7) 10.388 10,038.8~ accrued interest 182.66 10000 sh. Camp Hill, PA (CUSIP 133897CE6) 106.064 10,606.4~ accrued interest 129.16 10000 sh. Lower Merlon (CUSIP 548253XB4) 103.534 10,353.4~ accrued interest 20.3~ Cash 67,837.27 2 Treasury Direct acct. #1300-057-0192 10,000.0C 3 2000 units Nuveen PA Investment Qual. Muni Fd. 31,280.0C #3053-29338 at 15.68 TOTAL(Nsoenter~llne2, R~apitum~n) 1,415,966.1~ (If mom space is needed, inse~ additional sheets of the same size) Copyright (c) 1996 fo~m software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) · REV-1508 EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Janice May Paynter Hanson SS~; 052-26-9835 02/18/2004 Include the I survJ¥oreh FILE NUMBER 21-04-0176 ~ocedds of litigation and the date the_proceeds were received by the estate. All property jointly-owned with the right of , must be disclosed on Schedule ~-. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 5 6 7 8 9 M&T Bank, checking acct. ~454532 accrued interest M&T Bank, checking acct. #40720748 accrued interest Household goods and furnishings PA Dept. of Revenue refund from final income taxes IRS refund from final income taxes South Middleton Township School District, refund of medical insurance premiums The Sentinel, refund 1996 Saab Carlisle Regional Medical Center, refund TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form scflware only CPSyster~,s, Inc. 56,938.30 23.93 4,711.89 0.06 500.00 13.00 950.00 1,139.28 24.92 2,840.00 86.69 67,228.07 REWIM8 EX (~. 1~) REV-I,510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Janice May Paynter Hanson SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPER'P( FILE NUMBER SS# 052-26- 9835 02/18/2004 21-04-0176 This schedule must be completed and flied if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE ME NAME OF THE THANSFEREE THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RE~TIONSHIP TO DECEDENT AND THE DATE ~ TH~SFER. NUMBER A~ACHACOPY OFTHE DEED FOR REAL ESTA~. VALUE OF ASSET INTEREST (~FAPPLICABLE) 1 Legg Mason IRA acct. #360-70166 containing the following: 2621.067 sh. Legg Mason Value 156,058.33 100.00% 156,058.33 Trust at 59.54 1024 sh. M&T Bank at 93.78 96,030.72 100.00% 96,030.72 10000 sh. MBNA Amer. Bank, 7.4 5/17/04 at 101.215 10,121.50 100.00% 10,121.50 accrued interest 188.54 100.00% 188.54 5000 sh. Transportation Alliance Bank, 1.65%, 5/21/04 at 99.971 4,998.55 100.00% 4,998.55 accrued interest 6.33 100.00% 6.33 10000 sh. American Nat'l Bank, 7,5%, 5/17/05 at 104.895 10,489.50 100.00% 10,489.50 accrued interest 191.09 100.00% 191.09 30000 sh. Providian Nat'l Bank 5.75%, 5/23/06 at 104.356 31,306.80 100.00% 31,306.80 accrued interest 406.44 i00.00% 406.44 18000 Discover Bank, 4.9%, 5/22/07 at 104.882 18,878.76 100.00% 18,878.76 accrued interest 212.64 [00.00% 212.64 Cash 5,169.59 100.00% 5,169.59 accrued interest 1.37 100.00% 1.37 2 TIAA CREF, annuity certificates 187,112.52 [00.00%i 187,112.52 no. GW000918 & 02035615 0.00 3 PSERS death benefit - not taxed 106,270.94 0.00 0.00 (sons are beneficiaries) TOTAL(Alsoenteronline7, R~apit~ation) 521,172.68 (If more space is needed, insert additional sheets of the same size Copyright (¢) 1996 for~ softwere o~ly CPSystems, Inc. Form REV-I$10 EX (Rev. 1-97) E~-1511 EX + (1-97) ESTATE OF Janice May Paynter Hanson SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS SS# 052-26-9835 02/18/2004 FILE NUMBER 21-04.-0176 Debts of decedent mast be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 5. 6. 7. :UNERALEXPENSES: Hoffman-Roth Funeral Home Alison United Methodist Church, memorial service ~DMINISTRATIVE COSTS: Personal Representative's Commissions NarneofPemonalRepresentative(s) William P. Hanson and Henry W.A. Hans Social Security Number(s) / EIN Number of Personal Representative(s) 162 - 4-8- 2186 / / StrestAddress 1107 Sherwood Drive City Carlisle State PA Zipl7013 Year(s) Commission Paid: Attomey'sFees Saidis, Shuff, Flower & Lindsay Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant ~reetAddress City State__Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Tax Return Preparer's Fees O~erAdministm~eCnsta Cumberland Law Journal, estate notice The Sentinel, estate notice Register of Wills, filing fee S. W. Barrett, real estate appraisal PNC Bank, check printing fee Costs incurred in sale of real estate: (transfer taxes of 1,900 less pro-rated school taxes of 95.56) Bank service charge Carlisle Pest Control Cost to transport cremated remains to England in accordance with testatrlx's instructions 1,742.48 500.00 44,000.00 22,500.00 911.00 75.00 163.67 15.00 275.00 4.8.80 1,804..4.4 20.00 90.10 7,500.00 TOTAL (Also enter on line 9, Renap~u!,,~n) ~ 79,64.5.49 (If more space is needed, insert additional sheets of the same size) Forra REV-1511 EX (Rev. 1-97) RE~{-1512 EX + (1-97) ESTATE OF Janice May Pa,ynter Hanson SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS S S://~ 052-26- 9835 02/18/200/, FILE NUMBER 21-04-0176 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Borough of Carlisle, sewer and water West Shore EMS Radiology Assoc. Darlene L. Moyer, real estate taxes PSERS, pro-rata reimbursement for benefits paid AT&T Universal Card, payment Verizon AT&T Universal Card Walnut Bottom Radiology AT&T Universal Card, payment Messiah Village, final bill Carlisle Regional Medical Center Central Penn Medical Group PPL UGI Verizon Wireless Carlisle Regional Medical Center Sprint Anorran Radiology Assoc. 97.34 139.86 27.00 541.52 1,171.31 10.45 101.63 8.91 100.00 11.99 1,02/,.00 86.69 53.3/, 147.87 187.58 29.63 962.69 71.43 169.00 TOTAL (Also enter on line 10, Recapitulation) $ /,, 942.24 (If more space is needed, insert additional sheets of the same size) Copy~ght (C) 1996 fora1 software only CPSysterns. Inc. Form REV-1512 EX (Rev. 1-97) REV;1513 EX + (9-00) ESTATE OF J~nice May Paynter Hanson NUMBER 2 SCHEDULE J BENEFICIARIES II. SS~ 052-26-9835 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY rAXABLE DISTRIBUTIONS pn~lude outright spouse distdbuti0n$, and transfers under Sec, 9116(aX1.2)] William P. Hanson 1107 Sherwood Dr. Carlisle, PA 17013 Henry William Andrew Hanson, IV 2333 E. Carson St. Pittsburgh, PA 15203 02/18/2004 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-04-0176 AMOUNT OR SHARE OF ESTATE S on s on 1/2 of estate 1/2 of estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18r AS APPROPRIATEt ON REV 1500 COVER SHEET ~ION-TAXABLE DISTRIBUTIONS: t SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE13 OF REV1500 COVER SHEET S 0.00 (If mom space ~s needed, inse~ add~onal sheets of the same site) Coflydght (c) 20~O fom~ $ofl~are only The Lackn®r Group, Inc. Form REV-1513 EX (R,v. ~0o) COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLOYEES' RETIREMENT SYSTEM Mailing Address PO Box 125 Harrisburg PA 17108-0125 May 4,2004 Toll. Free - 1-888-773-7748 (1-888-PSERS4U) Local- 717-787-8540 Web Address: www.psers.state.pa.ux Building Location 5 North 5th Street Harrisburg PA HENRY W A HANSON 2333 E CARSON ST PITTSBURGH PA 15203 Dear Mr. Hanson: RE: Janice Hanson S.S.# 052-26-9835 Thank you for sending in your forms. However, before payment can be made please read the below information carefully. A prorated payment of $642.81 ($709.85 minus $67.04 federal withholding tax) for the period of February 1, through February 18, 2004, was due Janice Hanson, and is now pay. able to yo.9.,u an~d William p. ~anson~i? equal shares, as the designated beneficiaries. An additignal al~f $100.00 is @J_s¢ du_e_._y_o~ar~d_yVilliam P. Hanson in equal .~f' sha~This payment is for'Ffh-~e premium assistance th-~t was scheduled~~to be paid to Janice Hanson for the month in which death occurred. Please provide the current address William P. Hanson. he February 27, 2004 payment of $1,171 34 has already been electronically ti~ansferred to Dauphin Deposit Ban~._o._unt #0040720748. Please reimburse '/PSERS for the overpayment ot'151,17~ Make your check or money order payable to PSERS and send to the mailing a~C~d-d~ess shown. Based on the op~h-iS~-Hanso[~ elected at retirement, there is a rema n ng balance of approximately $106,270.94 that ~[lt be paJd.-to.-you-~~son in equal shares. This a~-Obnt-is.subjeot-te-affi'nal audit before payment. Enclosed ~ 'Th't'~'C?~ation for the estimated lump-sum payment. Also enclosed is "Tax Information - Death Benefits" (PSRS-739). Please read it carefully before making any decisions. Since the balance is over $10,000.00, you and William P. Hanson may elect a lump-sum payment, a monthly benefit, or a combination of a lump-sum payment and reduced monthly benefit. Before any payments can be made the enclosed "Application for Option 1 - Death Benefits" form must be completed and returned to us. Federal law requires that tax be withheld from any benefit paid by PSERS. If the amount of the death benefit is to be paid in a lump-sum, the enclosed Form A, (PSRS-504) must be completed and returned with the "Application for Option 1 - Death Benefits" form. HENRYW A HANSON RE: Janice Hanson S.S.# 052-26-9835 Page 2 May 4, 2004 If the amount is to be paid in a monthly benefit, Form B, (PSRS-507), Section 2, must be completed with the "Application for Option 1 - Death Benefits" form and returned. If the amount is to be paid as a combination partial lump-sum and a reduced monthly benefit. Both sections of Form B, (PSRS-507) must be completed and returned with the "Application for Option 1 - Death Benefits" form. Also, enclosed is PSERS Health Options Program information sheet which applies to any surviving spouse or dependent(s) of the deceased member. A 1099-R will be sent which will report the deceased member's income for the year 2004. This form will be necessary for the preparation of the final income tax return. 1099-R's are generated and issued at the end of the calendar year. There are no further benefits payable from this account. Please include the decedent's name and social security number with all correspondence. If you have questions about this information, please contact me at 1-888-773-7748 Extension 4866, between the hours of 7:30 a.m. and 3:30 p.m. All other inquiries should be directed to the Member Service Center at 1-888-773-7748, which is staffed each business day from 7:30 a.m. to 5:00 p.m. Harrisburg callers please use 787-8540. Sincerely, Sheila M. Moyer Retirement Technician Deceased Processing Center smm cc: Shelby L. Yingting Saidis, Shuff, Flower & Lindsay COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLOYEES' RETIREMENT SYSTEM Mailing Address PO Box 125 Harrisburg PA 17108-0125 May 4, 2004 Toil-Free- 1-888-773-7748 (1-888-PSERS4U) Local- 717-787-8540 Web Address: www.psers.state.pa.us Building Location 5 North 5th Street Harrisburg PA TAX INFORMATION RE: Janice Hanson S.S.# 052-26-9835 For tax purposes, the following is a breakdown of the estimated lump-sum payment. GROSS AMOUNT OF LUMP SUM PAYMENT TAXABLE AMOUNT CAPITAL GAINS INCLUDED IN TAXABLE AMOUNT ALREADY TAXED CONTRIBUTIONS This benefit is considered a lump-sum distribution. $106,270.94 $102,094.15 $0.00 $4,176.79 YOU WILL RECEIVEA FINAL 1099-R AT THE END OF THE YEAR TO BE USED IN PREPARING YOUR TAX RETURN. Deceased Processing Center smm MaTBank 499 Mitchell Street, Millsboro, DE 19966 March 3, 2004 Law Offices Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 RE: Estate of Janice P. Hanson Date of Death: February 18, 2004 Social Security Number: 052-26-9835 Dear Mr. Saidis: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the follow/rig accounts. Account Type ........................... Checking Account Account Numben ...................... 454532 Ownership (Names oJ) ..............Janice P. Hanson Opemng Date ........................... 09 / 01 / 67 Balance on Date of Deattz .........$56,938.30 Accrued Interest $ 23.93 Total ....................................... $56,962.23 Account Type ........................... Checking Account Account Number. ...................... 40720748 Ownership (Names o79 ..............Janice P. Hanson Opening Date ........................... 03/28/78 Balance on Date of Deatlz .........$4,711.89 Accrued Interest $ 0.06 Total. ...................................... $4,711.95 · Page 2 March 3, 2004 The decedent did have a safe deposit box with this bank located at our High Street Carlisle branch. Sincerely, Charlene Warrington, Records Management 1-888-502-4349 Legg Mason Wood Walker, Incorporated 419 Stonehedge Drive, Suite I, Carlisle, PA 17013,9128 717 · 258 · 4363 Member New Fork Stuck Exchange, Iht~Member SIPC February 27, 2004 Saidis, Shuff, Flower & Lindsay Attn: Robert C. Saidis 2109 Market Street Cmnp Hill, PA 17011 Re: Janice P. Hanson Estate Dear Mr. Saidis, I have enclosed an estate valuation for each of Janice's accounts. Janice's Individual Retirement account listed her sons as her primary beneficiaries. They are listed as follo~vs: Name: Date of Birth: Social Security Number: Percentage Henry W.A. Hanson IV 11/27/56 162-48-2187 50% Name: Date of Birth: Social Security Number: Percentage: Willimn P. Hanson 06/08/58 162-48-2186 50% They will each need to open a Beneficiary IRA. Janice's single taxable account will need to be moved into an estate account. The executors will need to fill out some paperwork in order to accomplish this. Please contact me with any questions. ~x~llC erel}/~ David K. Metz 8 ~ ~ 8o ° 8 8 S 8 8 m Republic Plaza 370 Seventeenth Street Suite 200 Mike St. Saens Denver CO 80202-5602 Service Representative 800 842 2638 Beneficiary Payment Services 1-800-842-2638, extension 4679 Fax: 1-303-607-2489 mstsaens~tiaa-cref, om March 22, 2004 The Estate of Janice Hanson C/o Saidis, Shuff, Flower & Lindsay Attn: Shelby Yingling 2109 Market Street Camp Hill, PA 17011 RE: TIAA Annuity No: GWO00918 CREF Certificate No: 0L035615 Dear Ms. Yingling: This letter is written in response to your letter dated February 27, 2004 in which you requested the Federal Estate Tax Value and beneficiary information for the above listed annuities. There are two beneficiaries Henry and William Hanson. A table has been provided below showing the Federal Estate Tax value. GW000918 0L035615 If you have any questions or would like assistance, please feel free to call our Telephone Counseling Center at 1-800-842-2776 and we'll be glad to help. Consultants are available Monday tkrough Friday 8 A.M. to 11 P.M. ET, and Saturday and Sunday 9 A.M. to 6 P.M. ET Sincerely, ~.' ...:~/ ~ ~ _ Mike St. Saens Service Representative Beneficiary Payment Services Retirement I Insurance I Mutual Funds I College Savings I Trusts [ Investment Management Kelley Blue Book Used Car Values Page I of 2 Kelley Blue THE TRUST~ RESOURCE BLUE BOOK TRADE-IN VALUE Pennsylvania · May 17, 2004 1996 Saab 900 S Coupe 2D Engine: 4-Cyl. 2.3 Liter Trans: 5 Speed Hanual Drive: Front Wheel Drive Mileage: 50,000 S_ee Local Lis.t jogs of Thi~.~:_ar List Your Car For Sale On ne Buy_a New C~r Free Lemon Check Auto Loans frpm 3 85% APR Insurance Quote Payment Calculator Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FH Stereo Cassette Dual Front Air Bags ABS (4-Wheel) Alloy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean tit!e history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Host recent model cars owned by consumers fall into this category. Trade-In Value $2,840 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. Get a Private Party Va ue Get Invoice 8* MSRp on New Cars TD 5177 (Dec 200o) www.lreasu rydirect g ov 1-800-722-2678 1-617-994-5500 (Outside the US ) Meiling Number: 021021302 JANICE HANSON 135 NORTH COLLEGE STREET CARLISLE PA 17015-2302 TREASURY DIRECT P.O.BOX 2076 BOSTON MA 02106-2076 PHONE: (800) 722-2678 (717) 245-2880 or (717) 486-3406 [T~ayer Id~.~e~fiOu No~ ] 052-26-9835 IXa~w~t~dm~s~l No withholding Payments made by direct deposit to: DAUPHIN DEPOSIT BANK Routing Number: 031300834 Name on Account: JANICE HANSON CHECKING Account Number: 40-720748 ACCOUNT HOLDINGS TRANSACTION HISTORY For 12/06/2002 to 12/31/2003 IF YOU HAVE QUEST ONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR TreasuryDirect OFFICE AND PROVIDE YOUR ACCOUNT NUMBER TO 5177 (Dec 2000) Mailing NumOer: 021021302 IMPORTANT MESSAGE TREASURYDIRECT STATEMENTS ARE AUTOMATICALLY SENT TO YOU TO CONFIRM SECURITiES TRANSACTIONS, OTHER THAN INTEREST PAYMENTS. WE NOTE YOU'VE NOT RECEIVED A STATEMENT RECENTLY. WE ARE, THEREFORE, PROVIDING THIS ONE AS A SERVICE TO YOU IN MAINTAINING YOUR RECORDS. THANK YOU FOR INVESTING WITH TREASURYDI1LECT. WE'VE EXPANDED THE HOURS OF OUR ELECTRONIC SERVICES. NOW YOU CAN BUY TREASURY BILLS AND NOTES, CHECK YOUR BALANCE, AND MORE, UNTIL 12 MIDNIGHT EASTERN TIME, MONDAY THROUGH FRIDAY. VISIT WWW. TREASURYDIRECT. GOV OR CALL 800-722-2678. MONDAY THROUGH FRIDAY. VISIT WWW. TREASURYDIRECT.GOV OR CALL 800-722-2678. MONDAY THROUGH FRIDAY. VISIT WWW.TREASURYDIRECT. GOV OR CALL 800-722-2678. IF YOU HAVE QUESTIONS CONCERNING TH S STATEMENT, PLEASE CONTACT YOUR TreasuryDirect OFFICE AND PROVIDE YOUR ACCOUNT NUMBER A Settlement Statcmel u.,. .partment of Housing and Urban Development B Type of Loan OMB No. 2502-0265 REV. HUD-1 1 I~FHA 2. ~FmHA 3. [3Cony Unins. I 6. File Number - 7. Loan Number 8. Mortgage lnsurance Case Number 4. [3VA 5 C]Conv. Ins S27~022 C Note: item~ marked (p o c )" wece paid oul~ide the clo$ip9; they are shown here for information pu poses and 8 e not included in he o a s Ti0eExpres~ Settlement System __ ¢o~lviction can include a ~;le and imprisonment For details see: Title 18 U S Code Section I001 an~d Section 1010 Printed 07/27/2004 at 11:05 KJB D NAME OF BORROWER: Dickinson College ADDRESS: E NAME OF SELLER: The Estate of Janice P. Hanson ADDRESS: F NAME OF LENDER: NON-APPLICABLE ADDRESS: G. PROPERTY ADDRESS: 133 North College Street Borough of Carlisle, Cumberland County, PA_ H SETTLEMENT AGENT: The Sentinel Agency LLC __PLACE OF SETTLEMENT: Saidis~ Shuff~ Flower Office~ Carlisle, PA I. SETTLEMENT DATE: 07/27/2004 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101 Con ac saesprice 190,000.00 401. Contlactsalespdce 190,000.00 102. Personal Properly 402. PersenaJ Properly 103 Settlement charResto bor owe ( ne 1400) 3~247.75 403. 104 404 105. 405, Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance 107 County[axes 07127104ta12/31104 I 230.12 407. County taxes 07127104to12131104 230.12 108 SchooITaxes 07127104to06130105I 1,150.16 408. SchooITaxes 07127104to06130105 1,150.16 109 409. 110 410. Ill. 41 I. 112 412 _120. GROSS AMOUNT DUE FROM BORROWER 194,628.03 420. GROSS AMOUNT DUE TO SELLER 191,380.28 200. AMOUNTS PAiD BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER ~201. Depositorearaestmouey _501. Excess Deposit (see instructions) 202, Principal amount of new loans 502. Settlement charfles to se er (line 1400) 3,184,77 203 ExJstin~ loan(s) aken subject to 503_ Existinq loan(s) aken subiect to 204 504 Payoff of First Mort,qaqe Loan NONE 205 505. 206. 506 --~ 207 208 507, 209. ~ 508. --~ 509. ~'ustmente for items U~seller Adjustments for items unpaid by seller 213 --~-- __ 214. ____ 513. 514. -- 215 515. --~ 216 -- .... 217. --- 516 -- 2t8. --~ 517, ~ 219 1 518. 220. TOTAL PAID BY/FOR BORROWER 520. TOTAL REDUCTION AMOUNT DUE SELLER ~ 300. CASH AT $E¥1LEMENT FROM OR TO BORROWER 600. CASH AT SE'B'LEMENT TO OR FROM SELLER 30I Grossamountduefremborrower~ 194~628.03 601. Gress arnount due to seller (line 420) 191~380.28 302. Less anlounts paid by/for borrower (line 220) - 602. Lass reduction amount due seller (line 520) 3,184.77 _303. CASH FROM BORROWER lq4~028.03 603. CASH TO SELLER 188,195.56 SELLER(SI NEW MAILING ADDRESS: US: DEPARTMENT OF HOUSING AP ~BAN DEVELOPMENT File Num' ~27~022 PAGE 2 SE'F[LEMENT STATEMEN'~ REV. HUD-I (3/86) TitleE~ L. SETrLEMENTCHARGES .,---, ,,.~=~-.+,,. .-',~.~m~.~,~ys~em ~'rln[eau//z//z[Ju4at11:O5KJB PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMiSSiON based on price $190,00_0.00 @ 0.000 = BORROWER'S SELLER'S Division of commission (line 700) as follow~: FUNDS AT FUNDS AT 701 $ to SETTLEMENT SETTLEMENT 702 $ to 703. Commission paid at Serdement 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801 Loan Oriq nation Fee % 802. Loan Discoen~ % 803 Appraisal Fee 804 Credit Report -- 805 Lender's Inspection Fee 806 Mortqaqe App cation Fee 807. Assumption Fee 808 809 810 811 _9_00. ITEMS REQUIRED BY LENDER TO BE PAiD IN ADVANCE 901 Interest From to ¢,,$ /day 902 Mortqaqe nsurancePremium for to 903 Hazard Insurance Premium for to 904 905. , 1000. RESERVES DEPOSITED WITH LENDER FOR 1001~ Hazard insurance mo. ¢,, $ /mo 1002 Mortqaqe nsurance mo. ¢,, $ /mo 1003. C~Tax ~ /mo 1004 Coun~ ~ /mo 1005 School Taxes mo~, $ Imo 1009 A re ateAnal sisAd'ustment 1100. TITLE CHARGES 1101 Se~lement or closinp fee 1102. Abstract or title search _1103 Title examination 1104. Title insurance binder 1105. Document P~ration 1106 Notary Fees 1107 Attorney's fees __ to McNees~Wallace & Nurick (POC bjL~ __ (includes above items No: 1108 Title insurance to The Sentinel Ag[ncy LLC~- (includes above items No: ..... 1~308.75 1109 Lender's Policy__ 11 I~0. Owner's Policy 190~000.00 - 1~308.75 1112 Attorney's Fees (POC~b Seller to Saidis, Shuff, Flower ,% Lindsa~ 1200. GOVERNMENT RECORI~_ING AND TRANSFER CHARGES 1201 Recording~ees Deed $ 39 00 ; Mortgaq~$ __ ; Releas_e ~; 3~.00 1202 City/Cou~E~ tazJstamps __ Deed $1~900.00 ; Mad~t~qe $ 1203. State Tax/stamps Deed $1,900.0~ ~MortRaqe $ 1,900.00 1204 ' --~ 1~900.00 1205. 1300. ADDITIONAL SETTLEMENT CHARGES -- 1301. Survey __ 1302 Pest Inspection --1303. 2004 School Taxes Due to Dad_e. ne Mo ey~ELTaX Collector 1304 Final Sewer/Water Due5/21-7/27to Borough of Carlisle Acct. #02575A ~ __~1,238.~ 1305 --__ ~ 46.3, /306. 1307 1308 1400. TOTAL SETTLEMENT CHARGES ~on lines 103, Section J and 502, Section K) 3,247.75 [ __3~184.72 File No S27-022 CERTIFICATION 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 received a copy of the HUD-1 Settlement Statement. BORROWERS: SELLERS: The Estg~ff-~anice~////~ P. Hanson ~¢dham P. Hanson, Co-Executor .H. enry W'~am Andrew Hanson, IV, Co- Executor~ To the best of my knowledge, the HUD-I Settlement Statement which I have prepared is a true and accurate account of the funds which were received and have been or will be disbursed by the undersigned as part of the setdement of this transaction. WARNING: It is a crime to knowingly make false statement to the United States on this or any other similar form. Penalties upon conviction can include a fine and improvement. For details see: Title 18 U.S. Code Section 1001 and Section 1010. OF JANICE MAY PAYNTER HANSON I, JANICE MAY PAYNTER HANSON, of the Borough of Carlisle, County of Cumberland, and Commonwealth of Pennsylvania, do hereby declare this to be my Last Will and Testament, revoking all other Wills and Codicils heretofore made by me. ITEM 1: I direct that the expenses of my last illness and funeral be paid from my estate as soon as practicable after my death. ITEM 2: I give, devise and bequeath all of my estate, real, personal and mixed, of whatsoever nature and wheresoever situate, to my beloved sons, HENRY WILLIAM ANDREW HANSON, IV and WILLIAM PAYNTER HANSON, in equal shares. ITEM 3: If either of my children, HENRY WILLIAM ANDREW HANSON, IV and WILLIAM PAYNTER HANSON, should predecease me, then the deceased child's share shall go to his issue per stirpes. In the event either of my children predecease me leaving no issue, then the deceased child's share shall go to the surviving child or his issue per stirpes, as the case may be. ITEM 4: If, under the provisions of this Will, a share of my estate shall become payable to any person under the age of thirty (30) years, or if a share of my estate shall become payable to any person who, by reason of illness or other incapacity, is incompetent to receive any or all of the share to which he or she is entitled hereunder without the appointment of a guardian or other fiduciary or the delivery of security, I hereby appoint the DAUPHIN DEPOSIT BANK AND TRUST COMPANY, of Harrisburg, Pennsylvania, trustee for such beneficiary, to hold in trust for the benefit of such beneficiary, his or her share of my estate, and in this respect the said trustee shall have power to use principal as well as income in such amounts and at such times that it, in its sole discretion, deems advisable for the welfare, support and education, including college or trade school, of such beneficiary. AND, further, the said Trustee shall have the full power and authority to retain, sell, exchange, lease, invest and reinvest any property, real or personal, of said trust without the necessity of petitioning any court for permission to make such retention, sale, exchange, lease, investments or reinvestments in any manner it deems best, without being limited to such investments prescribed by the laws of the Commonwealth of Pennsylvania then in force for investment lof trust funds. AND, further, the said Trustee shall have full power and authority tp borrow money from any person or institution, including its own lending department, and to mortgage or pledge any or all real or personal property comprising the trust, if such borrowing is necessary to prevent the sale of any or all of the real or personal property comprising the trust at a price less than the fair marke~ value of such property. AND, further the said Trustee shall have the full power and authority to compromise any claim or controversy, without the necessity of petitioning any court for permission to make such compromise.i The aforesaid Trustee shall pay to any beneficiaries, when they individually reach thirty (30) years, and to any other beneficiaries subject to any other incapacity, when such incapacity is removed,i or to his or her estate if he or she should die before reaching t~e age of thirty (30) years or before such incapacity is removed,i all the property or funds then in its hands which represent the said beneficiary,s share of my estate. ITEM 5': In the event that any beneficiary under this Will and I shall di~ under such circumstances that there is no sufficient evidence that we died otherwise than simultaneously, such beneficiary shall be deemed to have predeceased me. ITEM 6: I appoint my beloved sons, HENRY WILLIAM ANDREW HANSON, IV and WILLIAM PAYNTER HANSON, Co-Executors of this Will and direct that they be permitted to serve without bond and without any intervention of any court except as required by law. I authorize my Co-Executors to sell, encumber, mortgage, invest, distribute in kind, or retain any item of property of my estate in such manner as they shall deem proper, limited only by their own discretion. If for any reason one of my Co-Executors appointed under this Will should fail to serve in that capacity, I appoint the other Co-Executor to be my Executor solely with the same powers and privileges set forth above. If for any reason both of my Co-Executors appointed under this Will should fail to serve in that capacity, I appoint the Dauphin Deposit Bank & Trust Company my Executor with the same powers and privileges set forth above. IN WITNESS WHEREOF, I have at Harrisburg, Pennsylvania, this ) ~ day of 1995 set my hand and seal to this my Last Will and Tes~/ament. Signed, sealed, published and declared by the above named Testatrix, JANICE MAY PAYNTER HANSON, as and for her Last Will and Testament, 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. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 O60~ RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 £X(11 96) NO. CD 004648 SAIDIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 ...... fold ESTATE INFORMATION: SSN: 052-26-9835 FILE NUMBER: 2104-01 76 DECEDENT NAME: HANSON JANICE MAY PAYNTI DATE OF PAYMENT: 11 / 18/2004 POSTMARK DATE: 11 / 18/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/18/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $203.22 TOTAL AMOUNT PAID: $203.22 REMARKS: SEAL CHECK,fi' 1044 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF. INOIVllP~!I!f"~.~..,." r:~.Fi(1 OF INHERITANCE TAX DIVtstOH",I,.. \" PO BOX 2811601 r;.;:('<:,' ,--~:-'; " ,":. ,,\ ~ (;, HARRISBURG PA 17128-068-' " NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-17-2005 HANSON 02-18-2004 21 04-0176 CUMBERLAND 101 ZGD5 j,t\N III Pi1 3: 14 CLERK OF ~~~~~~ c~;!~iii~i{O\ !I,T 2109 MARKET ST CAMP HILL PA 17011 ESTATE OF HANSON TAX RETURN WAS, I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable {Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property {Schedule FJ 7. Transfers (Schedule G) 8. Total Assets *' REV-1547EX AFP (12-04) JANICE M Allount Re..itted ( XI CHANGED III 121 131 141 (51 (61 (7) 190.000.00 1.415.966.18 .00 .00 67,228.07 .00 521.172.68 181 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 :r!W.ix..AFp..r~1.--62'.-Noi'-icE-o'.llMIRTflN.cE.~"'A:i.A.PPRA.isii"ENi'~..ALLoQlFi'CE.Oii'................. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JANICE M FILE NO. 21 04-0176 ACN 101 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule 4) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TA T : + INTEREST/PEN PAID I-I 4,736.84 .00 DATE 05-17-2004 11-18-2004 NUMBER CD003954 CD004648 INTEREST IS CHARGED THROUGH 02-01-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (91 1101 72,145.49 SEE DATE 01-17-2005 ATTACHED NOTICE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 2,194,366.93 77.087 73 2,117,279.20 .00 2,117,279.20 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 95,277.56 .00 .00 95,277.56 94,940.06 337.50 4.26 341.76 I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I ~~ "" 4.942.24 (111 1121 1131 1141 .00 X 00 = 2,117,279.20 X 045= .00 X 12 = .00 X 15 = 1191= AMOUNT PAID 90,000.00 203.22 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE REV-1470EX(6-66) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Hanson, Janice M. FILE NUMBER Daniel Heck ACN 2104-0176 101 REVIEWED BY ITEM SCHEDULE NO. H B-7(1) EXPLANATION OF CHANGES These travel expenses are not allowable as the decedent did not have instructions in the will for the executors to transport the remains to England. ROW Page 1 BUREAU Of INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BDX 280601 HARRISBURG PA 171Z8-06Dl ROBERT C SAIDIS SAlOIS ETAL 2109 MARKET ST CAMP HILL CUT ALONG THIS LINE ---- ------------------- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE R~('ORDfD C~~f~ ~ INHERITANCE TAX ;:;:,-+"l'R"I~E"ENT, :ALLOIIANCE OR DISALLOWANCE "':,',);01' OEOIlCTIOIlS AND ASSESSMENT Of TAX 2005 Ji\t126 Fii 2: 33 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CI ER" ~,- .,\,,\, \ ,'.. - - ,\ 'j! ORPHiON'S CU'T-' " ',.., * ~EY-1547 EX if' 112'~Qql 01-17-2005 HANSON 02-18-2004 21 04-0176 CUMBERLAND 101 JANICE M AlIIOunt R...itted ;31( JtO MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RETAIN LOWER PORTION FOR YOUR RECORDS ... PA 17011 .... -----------------..__._-------~--------- __'C" ___*___~. I OFFICES OF liS, SHUFF, FLOWER & LINDSAY I MARKET STREET IP Hill, PA 17011 -) (/.., .tj ~'.' , '..j -'-..1 / 'e \ 11:".. ("'") (V) <'J I_t., ~J: ~;- n:: t~t5 - )-::"(/"; cr.: ::....;,. ::~; ~~:C i (.-J&L, C)"" G REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE CARLISLE PA 17013 \0 0j ~T:r.: ., L.~ C~.__) = "'" i 701:;:-:::::;::"32 1.,.111...111...,,,11,.11.,.11,..11,1.1....1,11.1.,1.1..,.11.1 -, . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SAlOIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 nnnn lold ESTATE INFORMATION: SSN: 052-26-9835 FILE NUMBER: 2104-0176 DECEDENT NAME: HANSON JANICE MAY PAYNT DATE OF PAYMENT: 01/26/2005 POSTMARK DATE: 01/25/2005 COUNTY: CUMBERLAND DATE OF DEATH: 02/18/2004 NO. CD 004884 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $341.76 I I I I I I I I R TOTAL AMOUNT PAID: REMARKS: CHECK# 101 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $341.76 GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF INDIVIDUALl'AXES ... INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '*' REV-1U7 EX AFP 112-041 1,' I tJ. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-14-2005 HANSON 02-18-2004 21 04-0176 CUMBERLAND 101 JANICE M r-''--.'' H. ROBERT C rS'AlnrS SAIDIS ETAL 2109 MARKET ST CAMP HILL Allount Rellitted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 1~:r~~~.!5r.A'~..rGl~.6!,........;..;rA~I~elr~l5r.~'l~~.b1r.l~1!60~...j(...................... ESTATE OF HANSON JANICE M FILE NO.21 04-0176 ACN 101 DATE 03-14-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY 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: 01-17-2005 PRINCIPAL TAX DUE:. 95,277.56 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-17-2004 CDo03954 4,736.84 90,000.00 11-18-2004 CDo04648 .00 203.22 01-25-2005 CDo04884 2.75- 341.76 TOTAL TAX CREDIT 95,279.07 BALANCE OF TAX DUE 1. 51CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1. 51CR II SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIOUAL~DED OFFICE Of: INHERITANCE TAX DIVISION' :-:-, .....''''.Tr=:-. C.' 't:;I." PO BOX 280601 wE' :"..;,1"11 1'" )"{ 1 .~, HARRISBURG PA 17128-0601 1 ,.'....1',J' l-l . ,~--~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN *' REV-483 EX AFP (06-05) 2005 JUL 15 PH 12: 03 DATE 07-18-2005 ESTATE OF HANSON JANICE M DATE OF DEATH 02-18-2004 FILE NUMBER 21 04-0176 COUNTY CUMBERLAND ACN 201 APPEAL DATE: 09-16-2005 (See reverse side under Objections) A.Dunt Remitted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CLERK OF ORPliN.I'S COURT ROBERT C ~LAND CO.. PA SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax pay..nt. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- REY=4Si-EX-AFP-lOi=osi----..-NOTicE-OF-DETERHiNATioN-AND-ASSESSMENT----------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF HANSON JANICE M FILE NO.21 04-0176 ACN 201 DATE 07-18-2005 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 26.884.98 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 90.540.72 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritence Tax Assessed 90.540.72 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 _IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE co ,/ <'"">=~ DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~ 0' rT'1l L,~..':T::\ OPC:'c- ROBERT ~J~AIDIS SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17011 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN *' ~. ."'~"~" (\r~'''~ BUREAU OF INDIVI , T ~t: ! J ,:-:,! ,c INHERITANCE TAX DIVIS Of:[:~ '_ . .,-~ ;~> ~ ':,'- . PO BOX Z8D6Dl. ,n' ,- ., . . :', HARRISBURG PA 171Z8-D601 ''"-- . REY-7U EX AFP ("-OSI Z005 JUL 22 Pi; 2: 08 07-25-2005 HANSON 02-18-2004 21 04-0176 CUMBERLAND 202 APPEAL DATE: 09-23-2005 (See reverse side under Objections) Anlaun1: Rni1:1:ed I I MAKE CHECK PAYABLE AND REMIT PAYMENT JANICE M TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sub_it the upper portion of this for. with your tax pay..nt. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- it'E"Y=73rEi(AFP-yiii':.-ozi-----iOi-iliiffcroniEi'E"RiiiiiAfiii'nND-ASSEiiiiMEilr--------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF HANSON JANICE M FILE NO.2l 04-0176 ACN 202 DATE 07-25-2005 ESTATE TAX DETERMXNATXON 1. Credit For State Death Taxes as Verified 26,884.98 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 90,540.72 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 90.540.72 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pannsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, HO PAYHEHT IS REQUIRED FOR CALCULATIOH OF ADDITIOHAL IHTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE r> S \( DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FDR INSTRUCTIOHS.J ,-- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Janet May Paynter Hanson Date of Death: February 18, 2004 Will No. 21-04-0176 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: complete: l. Yes State X . -' whether No administration of the estate is 2. representative complete: If the answer is No, state when the personal reasonably believes that the administration will be 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes~; No d. approvals of formal Clerk of the Orphans' Copies of receipts, releases, joinders and or informal accounts may be filed with the ttached to this report. Date: Sj a Ar_llr _ Name: Robert C. Saidis, Esquire I.D. No. 21458 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 C,) c::- Capacity: Personal Representative , ,i) ('"I x Counsel for Personal Representative __ I ::--) C",j (:~ ~-::. (--=.;) C~-_I C_) rJf