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HomeMy WebLinkAbout03-0903Estate of also known as MARY ANN WILSON PETITION FOR PROBATE and GRANT QF LETTERS A No. ~ To: Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 210-26-6624 The petition of the undersigned respectfully represents that: Your petitioners are 18 years of age or older and the Executrices named in the last will of the above decedent, dated October 15, 1990 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 124 West South Street, Borough of Carlisle. Decedent, then 71 years of age, died October 25, 2003, at 124 West South Street, Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Borough of Carlisle, Cumberland County, PA $ unestimated $ $ unestimated WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Melody AI~_~andis 8 Kuntz Drive Gardners, PA 17324 (717) 486-3973 Stacey t(ae Wilson 915 Cavalry Street Carlisle, PA 17013 (717) 249-0879 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioners above-named swear or affirm that the statements in the foregoing petition are tree and correct to the best of the knowledge and belief of petitioners and that as personal representatives of the above decedent, Petitioners will well and truly administer the estate according to law. Sworn to or affirmed and subscribed  ,~~~_~jthis a''~97-~ day °f ~~~ l~egist~ Melody An~.L~ndis Stacey i~,ae Wilson '~...~i, . ~ ~ .~.te 6f Mary Ann Wilson, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, ~~~/ , in consideration ofthe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated October 15, 1990, described therein be admitted to probate and filed of record as the last will of Mary Ann Wilson and Letters Testamentary are hereby granted to Melody Ann Landis and Stacey Rae Wilson. Will Book # Page ~egister of Wills'--' FEES Probate, Letters, Etc. $ Short Certificates( ) $ Renunciation $ $ TOTAL $ Filed Carl C. Risch, Esquire (75901) ATFORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 F:WILES~DATAFILE~ESTATES\7378-3.1~tters.t es his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9749924 No. Local Registrar OCT 2 8 2003 Date PE/PRINT :IMANENT .ACK INK mo&~ ~. ~/e~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH i~29-131 (Coroner) SEX SOCIAl. SECURtTY NUMBER '. Mary A Wilson ,. Female ~ul 26,1932 ,~rlisle, PA ~ Cumberland ~ Carlisle ~,. 124 West South Street 124 West ~uth S~, ]RESIDE<E iTl, Sltl ~ ~ 17e.~ ~,~ln 2oo I ~'~ H ertens/ve Cardiovascular Disease o.~..~,~~ ~ .~ ~h ~ Michael L. Norris, Coroner ,,~ ................................................................ -- ~~ a~ ,,. Mechantcsburg, Pa. 17050 DATE OF D~H ('Mc~h, D~y. Year) 4. October 2.5, 2003 White' LAST WILL AND TESTAMENT I, MARY ANN WILSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I hereby give and bequeath unto my daughter, MELODY ANN LANDIS, if she is living at the time of my death, all my interest in the following described property: my diamond solitaire ring set in a gold band. If the said MELODY ANN LANDIS is not living at the time of my death, I direct that the above-described property become part of the rest, residue and remainder of my estate. 3. I hereby give and bequeath unto my daughter, STACEY RAE WILSON, my gold and diamond dinner ring. If STACEY RAE WILSON is not living at the time of my death, I direct that the above-described gift become part of the rest, residue and remainder of my estate. 4. I hereby give and bequeath the remainder of my entire jewelry collection unto the said STACEY RAE WILSON and MELODY ANN LANDIS to be divided between them in equal shares. 5. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my husband, EARL LEROY WILSON, absolutely. In the event my said husband shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my children, MELODY ANN LANDIS, STACEY RAE WILSON and RONALD LEROY WILSON in equal shares thereof to each individual child named above that is living at the time of my death. 7. In the event that all of my said children are not living at the time of my death, I direct that my grandchildren, TIFFANY MARIE LANDIS and ELIZABETH PAIGE LANDIS, shall receive all the rest, residue and remainder of my estate, both real and personal property, in equal shares. 8. I nominate, constitute and appoint the said MELODY ANN LANDIS and the said STACEY RAE WILSON as Co-Executrixes of my estate. In the event the said MELODY ANN LANDIS shall be unable or unwilling to serve in such capacity, then I appoint STACEY RAE WILSON to act in such capacity. In the event the said STACEY RAE WILSON shall be unable or unwilling to serve in such capacity, then I appoint the said MELODY ANN LANDIS to serve in such capacity. 9. I direct that my Executrix shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 10. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such p~ices as she may 2 deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this /~/~ day of '~~1~ ~/~-~(SEAL) Mary A~n Wilson SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said testatrix and of each other. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, Mary Ann Wilson, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. · A~n Wilson / Sworn or affirmed to and acknowledged before m~e, by Mary Ann Wilson, the testatrix, this /~//~day of ~~~a, 1990. otary Public COMMONWEALTH OF PENNSYLVANIA ) · - Kimberly E. Wiser Notary Public COUNTY OF CUMBERLAND i SS. the witnesses whose names are signed to the attached or foregoing instr~ent, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and that the testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as witnesses; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. A~dress NotAry Publi6 MARY ANN WILSON A PROFESSIONAL CORPORATION ATTORNEYS AND COUNSELLORS AT LAW' TEN EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 F:\ FILES\DATAFILE\ESTATES\7378-3.notice.cert CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mary Ann Wilson Date of Death: October 25, 2003 File No. 21-03-0903 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about November 7, 2003. Ms. Melody Ann Landis 8 Kuntz Drive Gardners, PA 17324 Ms. Stacey Ann Wilson 915 Calvary Street Carlisle, PA 17013 Date: November 7, 2003 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Signature ~~ Name Carl C. Risch, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFF: (,t 4L U~5;E ONLY FILE NUMBER 21 COUNTY CODE 03 00903 YEAR NUMBER OECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER WILSON, MARY ANN 210-26-6624 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 10/25/2003 07/26/1932 REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER z [] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12-13-82) ] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) [] 5. Federal Estate Tax Return Required [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 1 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11, Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 and 1-1-95) THIS SECT ON MUS'F BE COMPEETED; AEE coRRESPoNDENCE ~ND ~FI~ENTiAL T~ INFORMA~j~ SHO0~D BE DIRECTED ~! qAME Carl C. Risch, Esquire --IRM NAME (If applicable) Martson Deardorff Williams & Otto ['ELEPHONE NUMBER 717/243-3341 COMPLETE MAILING ADDRESS Ten East High Street Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 31,000.00 666.49 None None 1,686.34 None None 6,861.62 1,916.12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) OFFi()iAI. LJS*E ON ¥ (8) 33,352.83 8,777.74 24,575.09 24,575.09 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) x .00 (15) 16.Amount of Line 14 taxable at lineal rate 24,575.09 x .045 (16) 1,105.88 1,105.88 17.Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .12 (17) x .15 (18) (19) Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 124 West South Street CITY Carlisle STATE PA ZiP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 55.29 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT (1) 1,105.88 55.29 0.00 1,050.59 1,050.59 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .................................................................................. [] [] b. retain the right to designate who shall use the property transferred or its income; .................................... [] [] c. retain a reversionary interest or ......... d. receive the promise for life of either payments, benefits or care? .............................................................. [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS SIGNATURE OF ~rER~N RESPONSIBLE JeOR FILING RETURN ADDRESS Stacey Rae W~so~n . SIGNAT~PARER, ADDRESS DATE 8 Kuntz Drive // Gardners, PA 17324 / (~,/(.7 DATE 915 Cavalry Street Carlisle, PA 17013 ///~' Carl C. DATE Ten East High Street Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF WILSON, MARY ANN FILE NUMBER 21 - 03 - 00903 All real property owned solelv 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 NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 1/2 interest in premises at 124 West South Street, Carlisle, Cumberland County, PA, parcel no. 31,000.00 04-21-0320-378. Value is actual sale price. See Settlement Statement attached TOTAL (Also enter on Line 1, Recapitulation) 31,000.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECECENT SCHEDULE B STOCKS & BONDS ESTATE OF WILSON, MARY ANN FILE NUMBER 21-03-00903 AIIpropertyjointly-owned withrightofsu~ivorship mustbedisclosedonScheduleF. ITEM VALUE AT DATE O NUMBER DESCRIPTION UNIT VALUE DEATH ! 22 shares, MetLife 30.295 666.49 TOTAL (Also enter on line 2, Recapitulation) 666.49 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF WILSON, MARY ANN FILE NUMBER 21 - 03 - 00903 Include the .proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F, ITEM NUMBER DESCRIPTION !VALUE AT DATE OF DEATH M&T Checking Account #1131451 Constitution Life Insurance, refund of premium 1983 Mercury Zepher in poor condition Household furnishings (not suitable for sale) Dirk Madison, Real estate tax proration Diamond solitaire ring described in Item 2 of Will and gold and diamond dinner ring described in Item 3 of Will were disposed of prior to death Jewelry mentioned in Item 4 is costume and has no resale value 1,085.39 36.53 50.00 200.00 314.42 0.00 0.00 TOTAL (Also enter on Line 5, Recapitulation) 1,686.34 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMIN~TIVE COSTS ESTATE OF WILSON, MARY ANN FILE NUMBER 21 - 03 - 00903 Debts of decedent must be reported on Schedule I. ITEM NUMBE~ DESCRIPTION AMOUNT 1 2 3 Bo FUNERAL EXPENSES: Hoffman-Roth Funeral Home, Carlisle, PA Cumberland Valley Memorial Gardens, columborium, balance on account Funeral luncheon ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Register of Wills, Cumberland County Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs The Sentinel, Advertising Letters Testamentary Cumberland Law Journal, Advertising Letters Testamentary Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 1,823.60 1,303.34 100.00 2,500.00 94.00 98.69 75.00 866.99 6,861.62 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funeral Expenses & A~irninislrafive Costs continued ESTATE OF WILSON, MARY ANN FILE NUMBER 21 03-00903 3 Certified Mail, DPW letter 4.42 4 5 6 7 8 9 10 11 12 13 14 Short certificate Filing fee, inheritance tax return Additional probate fee Borough of Carlisle, water/sewer pending settlement PPL, electric service pending settlement on real estate UGI, gas service pending settlement on real estate Trash removal County of Cumberland, 1% realty transfer on 1/2 sale price of realty Replacement fee for lost safe deposit box key Notary fee, real estate documents Reserved for additional filing fees for Account and miscellaneous expenses 3.00 15.00 10.00 65.34 64.90 35.33 90.00 310.00 15.00 4.00 250.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILSON, MARY ANN SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 03 - 00903 Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 DESCRIPTION M&T Bank, outstanding checks/withdrawals posted after death Borough of Carlisle, account payable Sprint, account payable PPL, accotmt payable UGI, account payable Dauphin Oil Co., account payable Comcast, account payable J.C. Penney, account payable Darlene Moyer, 2003 school real estate taxes due 10/1/03 The Bon Ton, account payable TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 102.09 71.28 28.82 17.82 18.57 177.81 45.73 148.24 803.28 502.48 1,916.12 REV-1513 EX+ (9-00) ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA B E N E FI C I ARI E S iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILSON, MARY ANN FILE NUMBER 21 - 03 - 00903 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Melody Ann Landis Daughter 1/2 estate residue 8 Kuntz Drive Gardners, PA 17324 2 Stacey Rae Wilson Daughter 1/2 estate residue 915 Cavalry Street Carlisle, PA 17013 3 Ronald Leroy Wilson (predeceased decedent) Stepson Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT SETTLEMENT STATEMENT OMB NO, 2502-0265 ~' I B. TYPE OF LOAN: 11.r-]FHA2.[-]FmHA 3.[~]CONV. UNINS. 4. E~vA 5.[~]CONV. INS. 16. FILE NUMBER: 7. LOAN NUMBER' I 17584 I 1000430874 ' 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actua/ sett/ement costs. Amounts paid to and by the sett/ement agent are shown. Items marked "[POC]" were paid outside the c/osing; they are shown here for informationa/ purposes and are not included in the tota/s. D. NAME AND ADDRESS OF BORROWER: Dirk J. Madison and Babette L. Madison 124 W South Street Carlisle, PA 17013 G. PROPERTY LOCATION: 124 W South Street Carlisle, PA 17013 Cumberland County, Pennsylvania E. NAME AND ADDRESS OF SELLER: Estate of Mary A Wilson Melody Ann Landis Stacey Rae Wilson H. SI:: I I LEMENT AGENT: 1.0 3t98 (17584.PFD/17584/16) 25-1876783 Abstract Settlement and Property Services, Inc. PLACE OF SETTLEMENT 10 East High Street Carlisle, Pa F. NAME AND ADDRESS OF LENDER: StB Mortgage Corporation J lSAOA 1250 Route 28 IBrachburg, NJ 08876 I. SE'I-I'LEMENT DATE: January 16, 2004 J. SUMMARY OF BORROWER'S TRANSACTION 62,000.00 401. 4O2. 4,257.12 403. 404. 405. to 406. to 407. to 07/01/04 327.91 408. 409. 410. 411. 412. 66,585.03 420. '100. GROSS AMOUNT DUE FROM BORROWER: 101. Contract Sales Price 102. Personal Property 103. Settlement Charges to Borrower (Line 1400) 104. 105. Adjustments For Items Paid By Seller in advance 106. City/Town Taxes 107. County Taxes 1108. School Taxes 01/17/04 109. 110. 11. 12. 120. GROSS AMOUNT DUE FROM BORROWER 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. 201. Deposit or earnest money 501. 202. Principal Amount of New Loan(s/ 49,600.00 502. 203. Existing loan(s) taken subject to 503. 204. Principal Amt of New Loan/s/ 12,400.00 504. 205. 505. 206. 506. K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE TO SELLER: Contract Sales Price I 62,000.00 Personal Property 13.49 510. 511. 512. 513. 514. 515. 516. 517. 518. 519. 62,013.49 520. 207. 208. 209. Adjustments For Items Unpaid By Seller 210. City/Town Taxes 01/01/04 to 01/17/04 211. Count}, Taxes to ,212. School Taxes to 213. 214. 215. 216. 217. 218. 219. 220. TOTAL PAID BY/FOR BORROWER Adjustments For Items Paid By Seller in advance City/Town Taxes to County Taxes to School Taxes 01/17/04 to 07/01/04 327.91 GROSS AMOUNT DUE TO SELLER 62,327.91 REDUCTIONS IN AMOUNT DUE TO SELLER: Excess Deposit (See Instructions) Settlement Charges to Seller (Line 1400) I 665.58 Existing loan(s) taken subject to Payoff of first Mortgage Payoff of second Mortgage j 507. 508, 509. Adjustments For Items Unpaid By Seller Cit},/Town Taxes 01/01/04 to 01/17/04 County Taxes to I School Taxes to I TOTAL REDUCTION AMOUNT DUE SELLER 300. CASH AT SETTLEMENT FROM/TO BORROWER: 600, CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 120) ( 66,585.03 601. Gross Amount Due To Seller (Line 420) 302. Less Amount Paid By/For Borrower (Line 220) 62,013.49) 602. Less Reductions Due Seller (Line 520) 303. CASH ( X FROM) (TO) BORROWER 4,571.54 603. CASH ( X TO) (FROM) SELLER The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein. ~ ...... ~ .... ~ / ~_~ ~ Se,er DirkJ'Ua~s°n'"~-~'-'~'Z~ '~- - t ~a~e°~Mar~AWiJs~0 t ~ 13.49 679.07 62,327.91 t II I( 679.07) 61,646.84 L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ ~ % Division of Commission (line 700) as Follows: 701. $ to 702.$ to 703. Commission Paid at Settlement !704. to PAID FROM BORROWER'S FUNDS AT SE~fLEMENT PAID FROM SELLER'S FUNDS AT SE'FrLEMENT 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Oric~ination Fee % to 802. Loan Discount % to 803. Appraisal Fee to Appraisal Express poc 275 804. Credit Report to A Lending Hand Mortgage Resources 14.55 805. Lender's Inspection Fee to to 806. Mortgage Ins. App. Fee 807. Assumption Fee 808. Broker Fee to A Lending Hand Mortgage Resources 992.00 809. Closing Loan Administration to SlB Mortgage Corporation 295.00 810. Commitment Fee to SIB Mortgage Corporation 150,00 811. Underwriting Fee to SIB Mortgage Corporation 200.0( 812. Flood Cert Fee to SIB Mortgage Corporation 16.00 813. Tax Service Fee to SIB Mortgage Corporation 59.00 814. Goods Facilities and Services A Lending Hand Modgage Resources poc 62 815. Processing Fee to A Lending Hand Mortgage Resources 250.00 816. 317. 818. 819. 820. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. interest From 01/16/04 to 02/01/04 @ $ 10.191800/day ( 16days %) 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 years to 304. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3.000 72.24 163.07 1002. Mortgacje Insurance 1003. City/Town Taxes 1004. County Taxes 12.000 1005. School Taxes 8.000 1006. 1007. 1008. A99reg Adj 1100. TITLE CHARGES months ~ $ 24.08 per month months ~ $ per month months ~ $ per month months ~ $ 25.71 per month months @ $ 60.25 per month months (~ $ per month months ~ $ per month months (~ $ per month 308.52 48200 -271.44 1101. Settlement or Closing Fee to 1102. Abstract or Title Search to 103. Title Examination to 104. Title Insurance Binder to 105. Document Preparation to 106. Notary Fees to Karen L Umlauf 107. Attorney's Fees to (includes above item numbers: 108. Title Insurance to Abstract Settlement & Properly Services (includes above item numbers: 567.68 109. Lender's Coverage $ 49,600.00 110. Owner's Coverage $ 62,000.00 567.68 1111. Endorsements 100,300,8.1 to Abstract Settlement and Property Services, Inc. 150.0~ 112. CSL Letter to Stewart Title Guaranty Company 35.00 113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ 115.00; Releases $ 4.00 1202. City/County Tax/Stamps: Deed 620.00; Mortgage 1203. State Tax/Stamps: Revenue Stamps 620.00; Mortgage 1204. 1205. 153.50I 620.00 620.00 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to 1303. Final Water/Sewer Bill to Borough of Carlisle 1304. 1305. 11400. TOTAL sETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section By signing page I of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this lwo page statem ~t'~. 41.58 4,257.12 665.58 LAST WILL AND TESTA~ENT I, MARY ANN WILSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I hereby give and bequeath unto my daughter, MELODY ANN LANDIS, if she is living at the time of my death, all my interest in the following described property: my diamond solitaire ring set in a gold band. If the said MELODY ANN LANDIS is not living at the time of my death, I direct that the above-described property become part of the rest, residue and remainder of my estate. 3. I hereby give and bequeath unto my daughter, STACEY RAE WILSON, my gold and diamond dinner ring. If STACEY RAE WILSON is not living at the time of my death, I direct that the above-described gift become part of the rest, residue and remainder of my estate. 4. I hereby give and bequeath the remainder of my entire jewelry collection unto the said STACEY RAE WILSON and MELODY ANN LANDIS to be divided between them in equal shares. 5. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my husband, EARL LEROY WILSON, absolutely. In the event my said husband shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my children, MELODY ANN LANDIS, STACEY RAE WILSON and RONALD LEROY WILSON in equal shares thereof to each individual child named above that is living at the time of my death. 7. In the event that all of my said children are not living at the time of my death, I direct that my grandchildren, TIFFANY MARIE LANDIS and ELIZABETH PAIGE LANDIS, shall receive all the rest, residue and remainder of my estate, both real and personal property, in equal shares. 8. I nominate, constitute and appoint the said MELODY ANN LANDIS and the said STACEY RAE WILSON as Co-Executrixes of my estate. In the event the said MELODY ANN LANDIS shall be unable or unwilling to serve in such capacity, then I appoint STACEY RAE WILSON to act in such capacity. In the event the said STACEY RAE WILSON shall be unable or unwilling to serve in such capacity, then I appoint the said MELODY ANN LANDIS to serve in such capacity. 9. I direct that my Executrix shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 10. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such p~ices as she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~ day of ~~~- , 1990. Mary~n~n Wilson SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said testatrix and of each other. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, Mary Ann Wilson, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. :. M~ry A~n Sworn or affirmed to and acknowledged before me by Mary Ann Wilson, the testatrix, this /~t/~ day of ~.YA-~_~.a, 1990. Notary Publica .. COMMONWEALTH OF PENNSYLVANIA ) i NOt~ ~ COUNTY OF CUMBERED ~ ~ ~ ' I U~lis~ ~ough, ~m~rl~ C~nN the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and that the testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as witnesses; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me this day of ~~..~, 1990. Notary pUbli6 · '' '.-. ESTATE OF Y, . WILSON THE BON TON Notice of claim by CLAIM FORM ORPHANS' COURT DIVISION COURT OF COMRON PLEAS OF CUMBERLAN~OUNTY NO. 21-03-903 in the amount of $ 493.75 filed pursuant :o section 3384, Probate, Es=ares and Fiduciaries Code Laws of 1972, Ac: No. 104 effective July 1, 1972 as amended. TO TH~ CLERK OF THE ORPJ~ANS' COURT DIVISION: Enter the claim of THE BON TON {Claimant and Address) Date 9441 LBJ FREEWAY Lock Box 30 Dallas, TX 75243 19 in the amount of $ 493.75 against the above entitled Estate. The decedent who resided at 124 W. SOUTH ST., CARLISLE, PA 17013 10/25/03 (Address) died on (Da=e) Written notice of said claim was given to MELODY A. LANDIS c/o CARL C. RISCH, ESQ. ' (Personal Representative or Counsel) at 10 EAST HIGH ST., CARLISLE, PA 17013 (Address) on (Da=e) The basis of aforesaid claim is as follows: (Itemi=e fully to enable personal representative to make proper investigation). Acct. #065-475-188 Claimant's Counsel (Name) (Address) D~,~r,~ 75243 PROBATE COURT Cumberland County, State of Pennsylvania Mary A. Wilson, Deceased Case #21-03-903 Proof of Mailing I mailed the creditors claim to the fiduciary (and attorney, if applicable) as follows: I deposited a copy/copies of the claim with the United States Postal Service in a sealed envelope with the postage fully pre-paid. I used first-class mail. I am employed in the county where the mailing occurred. The envelope(s) was/were addressed and mailed as follows: Melody A. Landis & Stacey R. Wilson c/o Carl C. Risch, Esq. 10 E. High St. Carlisle, PA 17013 Date of Mailing: County of Mailing: Dallas, Texas I declare un~er penalty of perjury that Date: //~--~J the foregoing is true and correct. The Bon Ton P.O. Box 741026 Dallas, TX 75374 PACK~ GE: 30 BTS-COL .~ ~1F-001 RUN ON: NAME + ADDRESS ADDRESS CITY STATE SPOUSE EMPLOY E R ADDRESS CITY STATE PHONE: COMMENTS: CUR MARY A WILSON 124 W SOUTH ST CARLISLE EXT: 12/ 3/2003 00:35:44 THE 4-TON NRA - LOP ACCT# 065-475-188 F HOME PHONE 717/249-3936 LIMIT DATE OPEN 06/93 ADd CODE OTHER ACCT ADd AMT PA17013 REQ PAYMENT 0OOOO000 IN/COLL STATUS A/R BAL 502 CYCLE CURR PAY O MP! MEMO PUR 0 HIMPITY MEMO CR O HIMPILY HOL-BON HIMPIMO TOTAL 502 PREV-BAL PURCHASE PAY/RET FIN-CHRG NEW BAL PAST/DUE 493.75 .00 .00 8.73 502.48 .00 COLLEC 12/0: DLTH 1 F:WILES~DATAFILE~ESTATES\7378-3.ac¢ount IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0903 ESTATE OF MARY ANN WILSON, Deceased Late of the Borough of Carlisle, Cumberland County, Pennsylvania FIRST AND FINAL ACCOUNT OF MELODY ANN LANDIS AND STACEY RAE WILSON, EXECUTRICES Date of Death: Letters Testamentary Granted: Letters Advertised: Sentinel - Cumberland Law Journal - Account Stated to PRINCIPAL: Receipts Net Gains/Losses on Conversions Disbursements Distributions to Beneficiaries Principal Balance Remaining October 25, 2003 October 31, 2003 November 27, December 4, 11, 2003 November 21, 28, December 5, 2003 May 15, 2004 SUMMARY $32,919.49 103.08 33,022.57 -11,308.01 21,714.56 -14,250.00 $ 7,464.56 INCOME: Receipts Disbursements Income Balance Remaining 14.08 0.00 14.08 COMBINED BALANCE REMAINING ASSETS COMPRISING ESTATE: MDW&O Escrow Account, balance Less any amounts reserved for future disbursement 7,478.64 8,628.64 -1,150.00 BALANCE FOR DISTRIBUTION: $ 7,478.64 PRINCIPAL RECEIPTS Proceeds of sale of 1/2 interest in 124 West South Street, Carlisle, PA 22 shares, MetLife common stock M&T Checking #1131451 Constitution Life, premium refund Cumberland Valley Memorial Gardens, refund 1983 Mercury Zepher, poor condition Household furnishings and personal property, appraised value TOTAL RECEIPTS OF PRINCIPAL: NET GAINS(LOSSES) ON CONVERSIONS 22 shares, MetLife Cost basis: $666.49 Redemption: $769.57 [Gain] 103.08 [Loss] TOTAL GAINS(LOSSES) ON CONVERSIONS: PRINCIPAL DISBURSEMENTS M&T Checking, checks cleared after death Hoffman-Roth Funeral Home The BonTon, account balance J.C. Penney, account balance David Landis, reimbursement for sums advanced: Cumberland Valley Memorial Gardens, columbarium Funeral luncheon PPL UGI Carlisle Borough, sewer/water School real estate taxes Trash removal Carlisle Borough, water/sewer Sprint PPL UGI Dauphin Oil Comcast Cable M&T Bank, safe deposit box key replacement Register of Wills, Inheritance tax Register of Wills, filing fee 1,303.34 100.00 35.13 35.33 17.82 803.28 90.00 $ 30,824.42 666.49 1,085.39 36.53 56.66 50.00 200.00 $ 32,919.49 $103.08 $ 102.09 1,848.60 502.48 148.24 2,434.90 29.70 28.82 32.59 33.85 177.81 45.73 15.00 1,050.59 15.00 MARTSON DEARDORFF WILLIAMS & OTTO, partial attorney fees MARTSON DEARDORFF WILLIAMS & OTTO, disbursements advanced: Probate fee 94.00 Certified mail to Department of Public Welfare 4.42 Cumberland Law Journal, Advertising Letters Testamentary 75.00 The Sentinel, Advertising Letters Testamentary 98.69 Short Certificates 6.00 Reserved: Filing fees Reserved: MARTSON, DEARDORFF, WILLIAMS & OTTO, attorney fees TOTAL DISBURSEMENTS: MetLife, dividends TOTAL INCOME RECEIPTS: INCOME RECEIPTS INCOME DISBURSEMENTS None TOTAL INCOME DISBURSEMENTS: PARTIAL DISTRIBUTIONS TO BENEFICIARIES 3,414.50 278.11 150.00 1,000.00 $11,308.01 $ 14.08 $ 14.08 $ 0.00 $ 0.00 Residue: TO: Melody Ann Landis: 1/2 interest in car and household and personal property Cash 125.00 7,000.00 TO: Stacey Rae Wilson: 1/2 interest in car and household and personal property Cash $ 125.00 7,000.00 TOTAL PARTIAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES: $ 7,125.00 7,125.00 $14,250.00 COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) Melody Ann Landis and Stacey Rae Wilson, being duly sworn according to law, depose and say: That they are the Executrices of the Estate of Mary Ann Wilson, deceased; that they have fully and faithfully discharged the duties of their office; that the foregoing First and Final Account is tree and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that to their knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. Melody ~dis ~ Stacey Rae' Wilson (Executrices and Accountants) Sworn to and subscribed before me this [ q 4~t_ day of Nota~ Public NOTARIAL SEAL GORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORO, COUNTY OF CUMI~ERLAND MY COMMISSION EXPIRES MAY 27, 2007 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0903 STATEMENT OF PROPOSED DISTRIBUTION BY MELODY ANN LANDIS AND STACEY RAE WILSON, EXECUTRICES Melody Ann Landis and Stacey Rae Wilson, Executrices of the Last Will and Testament of Mary Ann Wilson, deceased, proposes to distribute the balance in their hands, to wit: $7,478.64, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: TO: MELODY ANN LANDIS, per Item 6 of said Will: Cash $ 3,739.32 TO: STACEY RAE WILSON, per Item 6 of said Will: Cash $ 3,739.32 TOTAL DISTRIBUTION: $ 7,478.64 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Mary Ann Wilson. Melody ~Landis, Executrix _ Stacey Rae Wilson, Executrix Sworn to and subscribed before me this /'~- day of Notary Public NOTARIAL SEAL CORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORO, COUNTY OF CUMBERLAND MY COMMISSION EXPIRES MAY 27, 2007 LAST WILL AND TESTAMENT I, MARY ANN WILSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I hereby give and bequeath unto my daughter, MELODY ANN LANDIS, if she is living at the time of my death, all my interest in the following described property: my diamond solitaire ring set in a gold band. If the said MELODY ANN LANDIS is not living at the time of my death, I direct that the above-described property become part of the rest, residue and remainder of my estate. 3. I hereby give and bequeath unto my daughter, STACEY RAE WILSON, my gold and diamond dinner ring. If STACEY RAE WILSON is not living at the time of my death, I direct that the above-described gift become part of the rest, residue and remainder of my estate. 4. I hereby give and bequeath the remainder of my entire jewelry collection unto the said STACEY RAE WILSON and MELODY ANN LANDIS to be divided between them in equal shares. 5. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my husband, EARL LEROY WILSON, absolutely. In the event my said husband shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my children, MELODY ANN LANDIS, STACEY RAE WILSON and RONALD LEROY WILSON in equal shares thereof to each individual child named above that is living at the time of my death. 7. In the event that all of my said children are not living at the time of my death, I direct that my grandchildren, TIFFANY MARIE LANDIS and ELIZABETH PAIGE LANDIS, shall receive all the rest, residue and remainder of my estate, both real and personal property, in equal shares. 8. I nominate, constitute and appoint the said MELODY ANN LANDIS and the said STACEY RAE WILSON as Co-Executrixes of my estate. In the event the said MELODY ANN LANDIS shall be unable or unwilling to serve in such capacity, then I appoint STACEY RAE WILSON to act in such capacity. In the event the said STACEY RAE WILSON shall be unable or unwilling to serve in such capacity, then I appoint the said MELODY ANN LANDIS to serve in such capacity. 9. I direct that my Executrix shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 10. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as she may 2 deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this /~ ~ day of ~~~/~ , 1920. ~~ Mary A~n Wilson SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto Subscribed our names as witnesses thereto, in the presence of the said testatrix and of each other. 3 COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, Mary Ann Wilson, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. · M~ry A~n Wilson / Sworn or affirmed to and acknowledged before me by Mary Ann Wilson, the testatrix, this /~//~ day of L/a.~<~a, 1990. Notary Public COMMONWEALTH OF PENNSYLVANIA I I KJr~bed¥ E. ¥,'Js¢~, Nota'y Public COUNTY OF CUMBER.LAND ) SS. the witnesses whose names are si~ned to the attached or foregoing instr~ent, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and that the testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as witnesses; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. // dares Notary Publi~ ... 4 Om~je~ ~ou~h. ~m~l~ C~n~ CUMBERIAhD COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. IN RE: ESTATE OF MARY ANN WILSON, Deceased FIRST AND FINAL ACCOUNT AND SCHEDULE OF PROPOSED DISTRIBUTION M'ARTSON DEARDORFF WILLIAMS & OTTO DW&O INFORMP/I'ION · ADVICE ° ADVOCACY ATTORNEYS ~ COUNSELLORS AT LAW TEN EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-3341 '04 i'i/~' 2t /,ii :15 Name of Decedent: Date of Death: File No.: REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Mary Ann Wilson ~'?'_ ~' October 25, 2003 21-03-0903 ~.~ Social Security No.: 210-26-6624 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the follO~ving with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes x No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: ao Did the personal representative file a final account with the Court? Yes x No ~ bo The separate Orphans' Court No. (if any)for the personal representative's account is: Co Did the personal representative state an account informally to the parties in interest? Yes No ~ Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk' Court and may be attached to this report. November 11, 2004 Signature: Name: Carl C. Risch, Esquire Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative F:\FILES\DATAFILEXESTATES\7378.3,S REP BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVZSTON DEPT. 180601 HARRISBURG, PA 171Z8-0601 CARL C RISCH ESQ NARTSON ETAL 10 E HIGH ST CARLISLE CONNONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF /NHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1Sli7 EX AFP DATE ESTATE OF DATE OF DEATH F]:LE NUMBER .~OUNTY '~CN 05-08-200~ HILSON 10-25-2005 21 05-0905 CUHBERLAND 101 Amount: Ree'i 'lc~ed NARY HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 A CUT ALONG THIS LINE ~ RETAIN LOHER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAZSENENT, ALLOHANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF HILSON NARY AFZLE NO. 21 03-0903 ACN 101 DATE 05-08-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( } CHANGED RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rna1 Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship In~eras~ (Schedule C) ($) ~. Mortgages/No,as Receivable (Schedule D) (R) $. Cash/Bank Deposits~Misc. Personal Proper~y (Schedule E) (S) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTZONS: 9. Funeral Expanses/Adm. Cos~s/M~sc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Ra~urn $1~000.00 666.q9 .00 .0o 1/686.$q .00 .0O (8) 6,861.62 NOTE: To insure proper cred~ ~o your account, submi~ ~ha upper por~ion of ~h~s fora w~h your ~ax payment. 13. lq. NOTE: ASSESSHENT OF TAX: 1.;. Amoun~ of Line lq a~ Spousal ra~e 16. Aeoun~ of Line 1~ ~exabla a~ Lineal/Class A re~e 17. Amoun~ of L/ne lq a~ Sibling ra~a 18. Amoun~ of Line lq ~axable a~ Collateral/Class B ra~e 19. Prlncipal Tax DuB TAX CREDITS: PAYMENT RECEZP1 DTSCOUNT DATE NUMBER TNTEREST/PEN PATD (-) 01-20-ZOOq CDOO3q58 55.29 $3,$52.83 1~916.12 (11) 8.777.7q (1;) 2q,575.09 Charitable/governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) NB~ Value of Es~a~e Sub~ec~ ~o Tax (1¢) ]:f an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. .00 2q,575.09 ZF PAZD AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 18 and 19 will TOTAL TAX CREDZT 1,105.88 I BALANCE OF TAX DUEI O0 ZNTEREST AND PEN. O0 TOTAL DUE 00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED. ~_~/4 ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) 1,050.59 AMOUNT PAZD (15) .00 x O0 = .00 (16) Zq,575.09 x Oq5= 1,105.88 (17), .00 X 12 = .00 (lB). .00 x 15 = .00 (19)= 1,105.88 RESERVATZON: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: iNTEREST: Estates of decedents dying on or before December 12, 1962 -- if any future interest in the estate [s transferred [n possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coemanmaalth 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 ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register oF Hills printed on the reverse side. --Make check or money order payable to: REGXSTER OF NZLLS; 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-1513). Applications are available at the OfFice of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Zq-hour ansmering service for forms ordering: 1-800-$62-Z050; services for taxpayers with specie! hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party [n interest not satisfied aith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount ar interest) as shown an this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Tndividual Taxes, ATTN: Post Assessment Rev[aa Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Res[dent Decedent" (REV-1501) for an explanation of administratively correctable errors. Tf any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SZ) discount of the tax paid [s allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this not[ce. Interest [s 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 (62) percent par annum calculated at a daily rate of .000164. Al1 taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19az through ZO0~ ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Yma.~_r Rate Factor Year Rate Factor 1982 207. . 000548 1987 97. . 000247 1999 77. . 000192 19B~5 167. .00043B 1988-1991 117. .000:301 2000 87. .000219 1984 117. .000301 1992 97. . O00Zr,7 2001 97. .000247 1985 137. .000356 1993-1994 77. .000192 2002 67. .000164 1986 107. .000274 1995-199B 97. .000247 2003 57. .000137 --Tntarest [s calculated as follows: I'NTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DATL¥ TNTEREST FACTOR --Any Not[ca issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment, zf payment [s made after the interest computation date shown on the Notice, additional interest must be calculatad.