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Home My WebLink About04-0480 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Irene M. Fenton, N(~i Cx-~/.. t~'cfi'- ,9¢')1:~d5 Deceased. To: Glenda Farner- Strasbaugh 'f3.!Regi .~t~,~of Wills ,for the Social Security No. 174-05-2691 County of Cumberland in the Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your petitioners are 18 years of age or older and are the executor and an executrix named in the last will of the above decedent, dated March 2, 1987. See ExhibitA. Jean Kegel, a named executrix in Irene M. Fenton's Last Will and Testament, has renounced her position as a Personal Representative/Executrix of the Estate of Irene M. Fenton. See Exhibit B. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at The Church of God Home, 801 North Hanover Street Carlisle, PA 17013. Decedent, then 96 years of age, died April 17, 2004, at The Church of God Home, 801 North Hanover Street Carlisle, PA 17013. See Exhibit C 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 $1800.00 Value of real estate in Pennsylvania situated as follows: . $97,630.00 1318 Forge Road Carlisle, PA 17013 WHEREFORE, petitioners respectfully request the probate of the last will presented herewith and the grant of letters testamentary theron. Richard Lee Fenton Donna Mae Paxton 64 South Pin Oak Drive 15 Robin Drive Boiling Springs, PA 17007 Carlisle, PA 17013 ,~ ~egister of ~9ill~ of ~umherlanl~ ~ountp ~enn~pl~ania OATH OF NON-SUBSCRIBING WITNESS Estate of' j~"~-/./~ ./9) ~.4/',7~,,~ No. Also know as , Deceased (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that (I am/we are) familiar with the signature of , testat of (one of the subscribing wimesses to) the will/codicil presented herewith and that __ believes the signature on the will/codicil is in the handwriting of to the best of__ knowledge and belief. Sworn to or affirmed and subscribed ~/~/~/)~m .~___. .... /~q~efore me this/~O~ dayof ... ~.~,~_~ 2o~__-~/ " j ' (S{~at~rO'- ' ' / / f ~ .. Fonth~e~ster .... Swom to or affirmed and subscribed before me this __ day of ,20 (Signature) ~ (Signature) ~ For the Register his is to certify that the information here given is correctly copied from an original certific, ate 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. No. ~ L., ~ Date H106.143 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA" DEPARTMENT OF HEALTH · VITAL RECORDS · *~-.~r CERTIFICATE OF DEATH I~I~IA~I NAME OF D~CEDENT (Fielt, Mi~e, LI~) J SEX J SOCIAL SECURITY NUMBER J DATE OF DEATH (MOrttll Day Y®er~ BLACKINK t. Irene M. Fenton IL~.~le I 174- 05 26~1 I x-.Ia aT' ~'~ AGE Lilt ..... I UNDER ( ~.~y) 1YEARI UNDERID~y I DATE OF BIRTH J B~RTHPLACE(CI~in~ IPtAC~OFD~ATH~Ch,c~.nN,M.~,tn~n, mM,Mi~i COUNT~ OF D~.ATH ~ CI~Y, BORO, ~ OF [~EATH '~. o~ ~ Cumberland J~ N.Middleton Twp[~hurch of God Home I~"~'v"~"~*~"~c~' I(s~) White · r I T~:lorer Shoe .~-. ~[~]e, Pa ]7013 1318 Eocge Rd. ~ ~.~ ~l~d ~,~ ~.D ~'~ FATHERS ~ME (fl~, M~) M~E~S N~E ,a ~ C. slosser ~ Lauren ~ron ~. Richard L. Fenton , Im' ~ .~h P~n~ D~ . ~{1{~ Rn~nna_ D~ 17~7 ~ ~ ~ ~c~~s~. ~ ,~.~.*~DA~oF~s~'h~ ~ Wes~inster ..... ~ ~ ~.. ~(s~) ~ ~,. April 21, 2~ ~. Me~r~a] ~r~ ~,,. ~rlisle, Pa 17013 ~ ~ a~m ~5~cgu?~N~g~ ~.~ ~c~,~ ~~;~ TIMEOF~, , ~ I DATE ~ED~(M~. ~, y~ I w~ ~E REFERRED TO A ME~ E~iNER ~.~ER? , ~i~ , b. : I l~'~m~M I ~TO(~AC~ ~: : I I ~RF~ME~ I~AVN~? ~1~ ~ETO I ~ ~-- ~ D I ~. ~. ~ I I I I ~. I~. I I~"-~,~,'~. I, IRENE M. FENTON, of South Middleton Township, Pennsylvania, declare this to be my last will and testament, and revoke all wills and codicils which I have previously made. I - I give, d~vise and bequeath my entire estate, real and personal, to mi husband, Arthur H. Fenton, absolutely and in fee simple if he shall survive me, otherwise I give, devise and bequeath the same to my three children, Joan Kegel, Donna Mae Paxton and Richard Lee Fenton, in equal shares, if living, and if deceased to her, his or their surviving issue by representation. II - Any share of my estate which shall become distributable to a minor may be held in a savings account, certificate of deposit or similar security, in a federally insured banking or savings institution in the name of the minor and marked not to be withdrawn until the minor attains the age of 18 years, or on order of a court of competent jurisdiction. III - I appoint my husband, Arthur H. Fenton, as Executor of this will, and if for any reason he shall fail to qualify or cease to act as such during the administration of my estate, I appoint my three children, Joan Kegel, Donna Mae Paxton and Richard Lee Fenton, as Co-Execrators of this will. I direct that no bond shall be required of any fiduciary named in this will, in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this~{day of Signed, sealed, published and declared by Irene M. Fenton, testatrix above named, as and for her last will and testament, written on one sheet of paper, in our presence, who in her presence, at her request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: ~egi~ter of ~iI1~ of ~umherlan~ Eountp ~ennspl~ania OATH OF NON-SUBSCRIBING WITNESS Estate of _~~_~,,//~ /2,? ,,,~'~,WL,~,4/ No. Also know as , Deceased (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that (I am/we are) familiar with the signature of ., testat of (one of the subscribing witnesses to) the will/codicil presented herewith and that __ believes the signature on the will/codicil is in the handwriting of to the best of__ knowledge and belief. Sworn to or affirmed and subscribed .... /~lsleforemethis/~_.~ dayof ~ /f/~,g~,/.4~.,~ (Sl~at'~ Sworn to or affirmed and subscribed before me this __ day of (Signature) , :20__ c.,~ (Signature) ~' For the Register CERTIFICATION OF NOTICE UNDER RULE 5.6 (A) Name of Decedent: IRENE M. FENTON Date of Death: April 17~ 2004 No. 2004-00480 PANo. 21-04-0480 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 this ~$~' day of July, 2004. Name Address MRS. JOAN KEGEL 1801 SUNCREST DRIVE, CARLISE, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except: DONNA M. PAXTON 15 ROBIN DRIVE, CARLISLE, PA 17013 RICHARD FENTON 64 SOUTH PIN OAK DRIVE, BOLLING SPRINGS, PA 17007 Notice was not sent to Donna M. Paxton and Richard Fenton who are the decedent's children and executrix/executor, and who consequently are on Notice of the Grant of Letters and the Administration of the Estate. Signatur natur ~7]~~ ' ignature: ~ichard Fenton - I~onna Mile Pa~on Jol~l C. Porte , q. Personal Representative Personal Representative Counsel for Personal Representatives 64 South Pin Oak Drive 15 Robin Drive PA SUP Ct. ID# 90152 Boiling Springs, PA 17007 Carlisle, PA 17013 61 W. Louther Street Carlisle, PA 17013 717-249-1177 Date: a/ 0bq In re: Estate of Irene M. Fenton deceased Estate No. 2004-00480 PA No. 21-04-0480 PRACEIPE TO ENTER APPEARANCE AND WITHDRAWAl, TO THE ~AR'-Y: 1. Kindly enter the appearance of Andrew H. Shaw, Esquire, and Stephanie E. Chertok, R.N., Esquire, as Counsel of Record for the Estate in the above matter. Please serve all papers to 61 West Louther Street, Carlisle, PA 17013. 2. Please withdraw the appearance of undersigned counsel on behalf of the Estate, John C. Porter. I, John C. Porter, Esquire, hereby ;vithdraw my representation on the defendant in the above capl, i~ned matter. , ~.~.-~-'~0~ 10 / ~-7/2004 John C. l~6rter, Esquire / .. ,'j Andrew H. Shaw, Esq. PA Sup. Ct. ID# 87371 Stephanie E. Chertok, R.N., Esq PA Sup. Ct. ID# 52651 Attorney's for Estate 61 W. Louther St. Carlisle, PA 17013 717-249-1177 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004626 PAXTON DONNA MAE 15 ROBIN DRIVE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $7,159.94 ESTATE INFORMATION: SSN: 174-05-2691 FILE NUMBER: 21 04- 0480 DECEDENT NAME: FENTON IRENE M DATE OF PAYMENT: 11/15/2004 POSTMARK DATE: 11/15/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/17/2004 TOTAL AMOUNT PAID: $7,159.94 REMARKS: D PAXTON CHECK// 105 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 0OMMONWEALTHOP REV'1500 ~ PENNSYLVANIA ~ DEPARTMENT OF REVENUE .~'~ "DEPT 280601 INHERITANCE TAX RETURN ~ ~ _ 04 0048O ~HARR~SBURG PA17128-0601 RESIDENT DECEDENT 03iJNTY.:OBE DE EDI NT'S NAME (LAST FIRST, AND MIDDLE N T AL) SOCIAL SECURITY NUMBER Fff~to ~, Irene M. 174-05-2691 D~ ~ 0 DEATH ~MM-DD-YEAR) DATE OF BI~TH (Mr~-DD-YEA~) THIS RETURN MUST 5E FILED IN DUPLICAT~ WITH THI 04~ 17, 2004 01/20/1908 REGISTER OF WILLS N/~ ~ 1 (.riginalRetum ~ 2. Supplemei, talRe[um ~ 3 RemainderRetMrnida,eafd.a~pdorto121382~ ~41 mired Estate ~ 48 FuturelnterestCompromlse;da,e,fdea~a*.,2282) ~ 5 Federal Estate Tax Ret~m Required ~ 6. [ ecede~t Died Testate ,Attach :op~ of ¢;i;I ~ 7 Decedent Maintained a L v ng T ust ;A:t=~,capy ~f T~s) __ 8 Total Number of Safe Deposit Boxes ~ 9 L tigation Proceeds Received TH ; ~ ECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CON¢IDENTIAL T~ INFORMATION SHOULD BE DIRECTED TO: NA E COMPLETE MAILINGADDRESS Ar Ire N H. Shaw, Esquire 61 W. Louther Street N/~ Carlisle, PA 17013 TE~ [FY °NE NUMBER (7!7) ~49-1177 1 ~ea Estate (ScheculeA~ (1) 125,00000 2 ;toc:s and Bonds (Schedule B) (2~ 0.00 3 ~ :iDs~ly Held Corporat on, Padnersh[p or Sole-Proprietorship (3) 000 4 ~oflloges & Notes Receivable (Schedule D~ (4) 0.00 5:, :asl, Bank Deposits & Miscellaneous Personal Property (5) 1,752.86 ~ch ,dule E) 6., ~ y Owned PropeAy ~Schedule F~ (6) 50,310.00 7 I der Fivos Transfers & Miscellaneous Non-Probate Prope~y (7) 2,111 00 ;ch dub G or L) 8.' ora Gross Assets ~total Lines I-7) (8) 179,173.86 9 ~1un( 'al Expenses & Admmistratwe Costs (Schedule H) (9) 9,931.28 10 Iebt , of Decedent Modgage Liabilities & Liens (Schedu e I) (10) 10,132.86 11 'ora Deductions (to~ai Lines 9 & 10) {1~) __ 20,064.14 2 I et' abe of Estate {Line 8 minus Line 11) (12) 159.109.72 13 i( h~r :able and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been ~13) ~ 0.00 14 I~ et ~alue Subject to Tax (Line 12 minus Line 13~ (14) 159,109.72 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 5. mo, nt of Line 14 taxable a[ the spousal tax ~te,:rtransfersunderSec 9116(a)(12) 0.00 x 0 0 (15) 0.00 16.~mo~ntofUne14taxableat~nealrate 159,10972 x 0 45 (16) 7,15994 17, ~ mol nt of Line 14 taxable at sibling rate 0.00 x 12 (17) Q00 0.oo 19 ~xlue (19) 7,159.94 > > BE SURE TO ANSWER ALL ~UESTIONS ON REVERSE~SIDE AND RECHECK MATH < Decede~ t',,~ Complete Address: STREETADDI :ES 1318 I :ol~e Road cl~VCarlil ~ I STATE I ZIP ~ I PA 17013 Tax PaY~ n( nts and Credits: 1, TaxDu~ Pale1Line19) (1) 7,1599,~ 2 Credits/ ayr ants 0.00 A. Spou~ 21F overty Credit B, Prior I ayl lents 0.00 C, Disce iht 0.00 Total Credits ( A + B + C ) (2) 0.0( 3 Interes'b eh, Ity if applicable 0.00 D. Intere E Pen~ 0.00 Total Intere¢/Penalty ( D + E ) (3) 0.0( 4. If Line ~ s g eater than Line 1 + Line 3 enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 11 - L le 3 is greater than Line 2 enter the difference This is the TAX DUE. (5) 7,159.9z A. Enter he nterest on the tax due. (5A) 0.0( B. Entel' he otal of Line 5 + 5A This is the BALANCE DUE. (5B) 7,1599z Make Check Payable to: REGISTER OF WILLS, AGENT I 'LI iASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a retain the use or income of the property transferred; [] [] b retain the right to designate who shall use the property transferred or its income: [] [] c retain a reverslonar~ 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 withiln one year of death without receiving adequate consideration? '~ [] 3. Bid 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 beneficiar7 designation? [] [] IF THE Al $~f ER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties poe iry, I declare that I have examined this return, including a¢comparlylng schedules alqd statements, and to th* best of my knowledge and belief 4 is true, correct and c~mplete Declaration of pr ,areother than the personal iepresentative is based on all inlormation of which preparer has any knowledge SIGNATURE~/ r4: F F ~) / * ¢L~' ~" /--': 5RSON RESPONSIBL~J:OR.~LING .RETURN DATE 15 Robin ¢¢e, Carlisle, PA 170'~3 SIGNA.~RE i/F ~EPARER OT. HE~ TH~EPRESENTATIVE DATE 61 W LO~ hEr St., Carlisle, PA 17013 I For dates of, ,atton 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 RS §911 (a) (1 1) (i)]. For dates of k ~at on or after January 1, 1995. the tax rate imposed on the net value of transfers ~o or for the use of the surviving spouse is 0% [72 PS §9116 (a) (11) The statute d~ es lot exempt a transfer to a surviving spouse from tax and the statutoq/requirements for disclosure of assets and fi!lng a tax return are still applicable even the surciving ~ :ct.~e is the only beneficiary For dates of, ~affon or after July 1, 2000: The tax rate lp¢ ~ed 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 paren~ or a stepparel` : of:he child is 0% [72 RS §9116(a)(12)] The tax rate if ,po ed 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 PS. §9116(1 2) [72 PS §9116(a)(1)] The tax rate ii np( sod on the net value of transfers to or for the use of the decedent's siblings is 12% [72 PS §9116(a)(1 3)] A sibling is defined, under Section 9102 as a individual who ha~ at least one parent ~n common with the decedent, whether by blood or adoption ~ SCHEDULE A c~, AM NV~ALTH OF EENNSYLV^N'^ REAL ESTATE IF HERITANCE TAX RETURN RESIDENT DECEDENT ESTATI~ OF FILE NUMBER Irene I. I:enton 04-00480 All re~l pre ~erty owned solely or as a tenant in common must be reported at fair market valuei Fair market value is defined as the pnce at which properly would be e: :hanged between a willing buyer and a willin9 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 E~v VALUE AT DATE NU~ ,4BIR DESCRIPTION OF DEATH 1 1318 Forge Road, Carlisle, PA 17013 125.000.00 Owned by Decedent in Fee Simple TOTAL (Also enter on line 1, Recapitulation) $ 125,000.00 (If more space is needed, insert additional sheets of the same size) Affiliated Settlement Services Group, LLP 3912 Market Street 00042802 00'1 CER 6946629 CamP717) 975Hill' 7839PA 17011 8 MORTGAGe INSURANCE CASE NUMBER :INAL NAMEOFBORROW~R Anthony F RoselLi and Laura L Roselli OFSELLER Estate of Irene M Fenton Wachovia MoRqaae ADDRESS OF LENDER P.O BOX 57664 Jacksonville, FL 32241-7664 PROPERTY LOCATION 1318 Forge Road Carlisle, PA 17013 Cumberland Counb/ Parcel #40 23 0594-009 Parcel ¢~0-23-0594 009; South Middleton Township SE~LEMENTAGEN~ Affiliated Settlement Services Group, LLP ,LACE OF SE~LEMENT Affiliated Se~lement Services Group, 3912 Market Street, Camp Hill, PA 17011 SETTLEMENT DATb 10/7/2004 PRORATION DATE 10/7/2004 DISBURSEMENT DATE 10/7/2004 GROSS AMC~J NT DUE FR OM BORRO~ERi 400: GRC~S AMOUNT DUE TO SELLER: . Contract Sales Price 12500000 401 Contract Sales P0ce L !~5 (}0700 Settlement charges to Borrower ¢ine 1400)I 4313 56 403 ~5 I P.O.c. J 303 Insured Closing Letter to Guarantee Title&Trust CO 35 00 i;O I Seltlement Services Group LLP ~ SCHEDULE E ¢ )M ~ONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. NHERITANCE TAX RETURN PERSONAL PROPERTY ESTATI~ OF FILE NUMBER Irene 14. :enton 04-00480 1 Household effects 1,654 80 2 Refund of Pre-paid Funeral Costs 71 ~06 TOTAL (Also enter on line 5 Recapitulation) $ I 1 PROCEEDSCASH OF SALE CH~CKS OTHER SELLER'S E~ENSE Auctioneer Fee ~ d ~G ~ dd: _9 t/ Other Expenses Advanced by ~tioneer MISCELLANEOUS (See attached list) TOTAL SELLER'S SALE EXPENSE GROSS PROCEEDS LESS CHARGES TOTAL PROCEEDS TO SELLER I, (or ~ve), the seller(s) of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept this settlemane of proceeds of sale I, (or we) agree to accept all responsibility tbr providing mechantable title to all goods, mechandise, and/or property sold, and tbr delivery of title to the purchaser ~'~ ~~"~--~ .... AUCTIONEER OR CASHIER ~.~ f7,4 .57~/, -~/-----'-'-S~LLER ' s S IGNATLrRE /~/.17:;:/~"~ 2':fi~/ z'~,~??, SF[I,FR'S SIGNATURE ~- ?~ c'~t DATE SCHEDULE F C(~ ~M NWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY J~ HERITANCe TAX RETURN RESIDENT DECEDENT ESTAT~ OF FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SU ~VIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT Don ~a Vl. Paxton 15 Robin Drive Daughter Carlisle, PA 17013 JOINT~ '-0 ~/NEB PROPERTY: LE TER gATE DESCRIPTION OF PROPERTY % OF BATE OF DEATH ITEM rOF JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION ANB BANK ACCOUNT N Uf,IBER OR SIMILAR DATE OF BEATH DECD S VALUE O¢ NUMBERj TE IANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY HELD REAL ESTATE VALUE OF ASSET INTEREST BECEDENTS iNTEREST 1 ~ 02/06/1991 Citizens Bank Account #6140176557 79,173.05 50 39,58653 2 ~,. 06/06/1966 Citizens Bank Account, #6100727327 21,44694 50 10,723.47 TOTAL (Also enter on line 6 Recapitulation) $ 50,310.00 f more space is needed, insert additional sheets of the same size) 't{ Citizens Circle Gotd ".'iitl~It ~ ' '~ Account Statement -800-773-7373 0 OF 3 through Apfit 15, 2004 US059 BR289 9 1 R E N E M F E N T 0 ii Contents 1318 FORGE RD Summary CARLISLE PA 17013-3172 Checking Citizens cie GoLd Summary DONNA ~1 PAXTON n E P 0 $ ! T A N C E Circle Gotd Checking w/Interest Checking 6!0072-732 7 Savings Tiered Rah ings 6140-176557 79,055.53 79,13/+.14 Your avera onth[y combined ba[ance this statement period is 99,421.19 ~ 1OO, 599.47 CO~ONWEA rH )P PENNSYLVANIA DEPARTNEN DF REVENUE~ ZNFORt4ATZON NOTZCE FILE NO. 21 0fi-0q80 BUREAU OF [NE[VIDUAL TAXES AND DEPT. ZBO ]1 ACN 0qlq085q RARRISBUR ~?lZS 0e01 TAXPAYER RESPONSE DATE 10-20-200q TYPE OF ACCOUN EST. OF IRENE M FENTON [] SAVI! $.S. NO. 17q-05-2691 ~CHEC~ DATE OF DEATH 0fi-17-Z00fi ~TRU$1 COUNT~ CUN~ERLAND ~CSRTO R~HIT PAYH~NT AND FORMS TO: D~mNIIA PAXTON RE6ISTER 0F ~ILLS c~ ,RI.ISLE PA 1701~ CARLISLE, PA 1701~ COH~I.E"E PART ~ ~ELO~ ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS Acco nt No. 61fi0176557 Date 0Z- 06- lggl ~o insure proper credit to your account, Acco nt Balance 79,17S. 05 payable to: "Register o~ ~ills~ Agent". Parc ni Taxable X 50.000 PART TAXPAYER RESPONSE ONE: B. ~ The above asset has been or ~ill be reported and tax paid .ith the Pennsylvania Inheritance Tax return PART PART 9EBTS AN9 9EDUCTZONS CLAZHED DATE P~ [~ PAYEE DESCRIPTION AMOUNT PAID comp~a~ ~o ~he bes~ o~ my kno~[edge and bezier. HOHE ( ) ~ORK ( ) TAXPA~E[ SIGNATURE TELEPHONE NUMBER DATE COM~ONWE&I H iF PENNSYLVANZA _ ~ ,~, DEPARTMEN' OF REVENUE~ ZNFORMATZON NOTZCE FZLE NO. 21 04-0480 BUREAU OF! :NB VIDUAL TAXES AND BEPT. ZB0$ I1 TAXPAYER RESPONSE ACM 0qZq0855 HARR[BBU"I P 17128-0601 DATE 10-20-ZOOfi TYPE OF ACCOUNT gST. O]F IRENE M FENTON []SAVZN~ S. $. NO. 17q- 05-Z691 [] CHECK: DATg OF D]gAT]~ 0q-17-200~ []TRUST COUNTY CUMBERLAND ~CERT~I REHZT PAYHENT AND FORHS TO: .'NIA PAXTON REGISTER OF WILLS II FORGE RD CUMBERLAND CO COURT HOUSE C~RI ISLE PA I70I~-5172 CARLISLE, PA iTOi5 COM~I,E"E PART ~ BELOW ~ ~ ~ SEE REVERSE S[gE FOR FZLZNG AN9 PAYMENT [NSTRUCTZONS AccoL n~ No. 6100727527 Da~e 06- 06-1966 TO insure proper credit to your account~ two Pert n~ Taxable X ~0.000 PART TAXPAYER RESPONSE I ONE~ TAX RET ~R ~ - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~A~l~?~?~?~?~?~??~??~i?~??~?~?~ PART DE~TS AND DEDUDTZONS CLAZMED DATE P~ [[ PAYEE DESCEZPT[ON AMOUNT PAZD comp~ e{ to ~ha bes~ of my knowledge and belief. HOME ( ) NORK ( ) TAXPA~'EI 5[GNATURE TELEPHONE NUMBER DATE SCHEDULE G CO AM )NWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & I~' NERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Irene 1,1. --enton 04-00480 1. D ~ath Claim through Baltimore Life Policy # 71140406 330.0( 2. D ~ath Claim through Baltimore Life, Policy # 53480684 1,090 0{ 3. D ~ath Claim through Baltimore Life, Policy # 58230025 691 0{ TOTAL (Also enter on line 7 Recapitulation) $ 2,111 O( BALTIMORE LIFE OWINGS MILLS, MD 21117-6050 01§4909 CHECK DATE 01/09/2004 kTE OF IRENE M. FENTON ~,XTON & R FENTON, EXECS 000019 :OBIN DRIVE o3~979 .ISLE PA 17013 Description This check is for Death Claim Paid **********'330.00 associated with Policy I 71140406 CLAIM ON: IRENE M FENTON POLICY AND RIDER BENEFITS: $2S0.00 DIVIDENDS AND ADDITIONS: $80.00 PREMIUM ADJUSTMENT: $.00 ..... BALTIMORE LIFE - ~: ...... 10075 RED RUN BLVD ~, _~ .......... OWINGS MILLS, MD 21117-6050 0164907 CHECK DATE 07/09/2004 E~'I'~CFE OF IRENE M. FEN'i'ON D P,~XTON & R FENTON, EXECS oooo~7 1! OBIN DRIVE 034977 C, kR_ISLE PA 17013 Poi NoJ lef No! Description CLAIM ON: IRENE M FENTON POLICY AND RIDER BENEFITS: ~720.00 DIVIDENDS AND ADDITION~: ~3~0.00 PREMIUM ADJUSTMENT: ~.00 ~ ..... BALTIMORE ~:~,~--~-~ LIFE ~. ..... 10075 RED RUN BLVD ........ OWINGS MILLS, MD 21117-6050 0164908 CHECK DATE 07/0g/2004 ~TE OF IRENE M. FENTON ~,XTON & R FENTON, EXECS 000048 iOBIN DRIVE 034979 LISLE PA 17013 Description This check is for Death Claim Paid associated with Policy I 58230025 CLAIM ON: IRENE M FENTON POLICY AND RIDER BENEFITS: $465.00 DIVIDENDS AND ADDITIONS: $226.00 PREMIUM ADJUSTMENT: S.00 i SCHEDULE H ;O~, MONWEALTH OF P=NNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT :STATI 0 FILE NUMBER Irene ¢1.:enton 04-00480 Debts of decedent must be reported on Schedule iT~ NUMI ER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ 0.00 B, ADMINISTRATIVE COSTS: 1 Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number(s)/EIN Number of Persodal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2 Attorney Fees 2,500.00 3 Family Exemption: (If decedent's address is not the same as claimant's, attach expla~atio~) 0 O0 Claimant I Street Address City State Zip Relationship of Claimant to Decedent 4 Probate Fees i 228 O0 5 Accountant's Fees O.OC 6 Tax Return Preparer s Fees 00C 7 Advertising fees 19.26 8 Auctioneer fees 559.92 ~ Closing Costs on sale of Real Estate 4.494 7C 10 Trash Hauling j 125 OC 11 Mowing and yard maintenance ; 1,55006 12 House maintenance i 28938 TOTAL (Also enter on line 9 Recapitulation) S 9 (If more space is neede6 nsed adddonal sheets of the same sizei SCHEDULE H Continued Phone Bills 56.50 Electric Bills 108.58 ~'~'~ ' ~ ~ '~ T-'- __~ ,~ - ~-- ~~ ...... ~Adam~ ~C580 Keep this Sli[,~ for Keep this Slip for Reference Monthly statement: April 25, 2004 1 of 5 Customer service Internet address Customer number 1-8004~29-8009 sprint.corn/local 71 ?-243~1334-976 Total ice Charges 20.90 s and Usage ,08 rcharges 6.72 Previous charges 27,70 Payment April 7 -Thank you! -27.70 Balance .00 Monthly statement: May 25, 2004 I of S Customer service ]nternet address Customer number 1-800-829-8009 sprint,com/Jocal 717-243-4334-976 Total :e Charges 21 97 and Usage .06 ~harges 6.75 Previous charges 27.70 Payment May 10- Thank you! -27.70 Balance .00 Summary Page Bahmce as of Oct 8, 2004 $17.61 TotaD~Pl, iii .IKTII~,IC UTILIHES Charge5 $ 0.79 Total Charges $ 18.4(I [Pay This Amount N9 Later tha ~ Nov 1, 2004 $ lS,4 I Account Balance $ 18.40 KWI 1 - Average Per Day Meter Readh~g lnlbrmation ~lcler #84618436 15 Ocl 8 Actual 3703 ()ct 6 Acluul 3699 12 2 Days KWII Billed 4 Average - Oct 2003 2004 9 '1 t. mperamre 54I' 561: KWH Per IDa5 17 ~ 6 Ycarh Use: Total Average Usc Monlh~) 3 Nov _00_-~ ~ ()ct_0(L' TM ~ 583t 486 0 Nov 2003 - Ocl 2004 2090 174 NI) J FMAMJ JASON 2003 Monfl~s 2004 Other imporlanl intbrmation on back ppi Your Bilt Accotmt Smnber 80450-78008 Summary Page Balance as of Jul 6, 2004 $ 0.00 Char~,es: ~ TotaFPPl~ El IX. Il{lC UTILI~IIIiS Charges $ 12.31 Total (?harges $12.31 IPaYT!flsAmom. t No hater than JUl 27 2004 $1231 Accoant Balance $ 12.31 Page I 8( )450-780( t8 ary Page ~ of,lun 4, 2004 $ 0.00 El I',(~TRIC u'IrlI,ITtES Charges $ 15,70 rgc~ $ 15.70 ~mount No l'ater than Jtni 28, 2004 $15,70] ~t] ~tllCe $ 15.7£/ ~ SCHEDULE I C( MMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS ESTATE3F FILE NUMBER Irene f ~. :enton 04-00480 NUMB~ R DESCRIPTION OF DEATH 1 Nursing Home Costs 8.929.70 2. Water Bill 99.00 3. Property Taxes 1,104.16 TOTAL (Also enter on line 10. Recapitulation) $ 10,132.86 04/27/20{} .T. PART B 1.00 47.22 05/17/20{} THANK YOU! 779 -985.50 067017200n -985.50 .~ - 47.22 .0C TH? (I~NI (j - :, , , ,r 47.22 00001412 rB.,~-' ~ON~ }E H 000002420 0i/0!/20'3~ pAXTON ROBINDRIVE PA 17013 4380,0~ 01/31/20 !O INSURANCE FROM MEDICARE 1204.50'~ 01/31/20[ FROM MEDICARE 1204.50 02/29/20[ FROM MEDICARE -3!75.50 02/29/20[ ~URANCE FROM MEDICARE 3175.50 03/31/20[ FROM MEDiCARB 3394.50 04101/20 4380.05 3394,90 ,00 .06 777'-' .%,i, ,{~ 00001663 ~ FENTON '!Ri~ M 00000242C 35/0i 2004 D( A PAXTON 1! ~OB!N DRIVE CJ ~,SLE PA 17013 .00 04/16/2004 7 INTERMEDiATDAYS @ 172.00 120&.00 04/16/2004 qDRY 04/10-04/!6 4.48 04/21/2004 ~AUTY/BARBER 1 0{ 9.00 04/27/2004 iYMENT, THANK YOU~ 776 -1095.00 ~ 2 .00 05/01/206 .00 i 1217.48 1095.00 .0C ,2 .4E 122.48 sOUTH MIODLETOH TowNSHIP MUNICIPAL AUTHORITY 66.00 , 1000 tRENE FEN, c CARLISLE SCHEDULE J ~40NWEALTH OF PENNSYLVANIA BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBE! NAME AND ADDRESS OF PERSON(S) RECEiViNG PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outriBhl spousal distribulions and transfers under Sec 9116 (al (12)] 1 Richard Fenton, 64 S. Pin Oak Dr., Boiling Springs, PA 17007 Son 36,266.57 2. Donna Mae Paxton, 15 Robin Br., Carlisle, PA 17013 Daughter 86,576.57 3. Joan Kegel Daughter 36,26658 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE, ON REV 1500 COVER SHEET 1] 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 O.00 (If more space is needed, insert additional sheets of the same size) I, IRENE M. FENTON, of South Middleton Township, Cumberland County, PennsyI~ania, declare this to be my last will and testament, and revoke all wills and coMisils which I have previously made. I I give, devise and bequeath my entire estate, real and personal, to my husb~ Arthur E. Fenton, absolutely and in fee simple if he shall survive me, othe I give, devise and bequeath the same to my three children, Joan Kegel, Donna Paxton and Richard Lee Fenton, in equal shares, if living, and if deceased to her is or their surviving issue by representation. II Any share of my estate which shall become distributable to a minor ~ may be ~ld in a savings account, certificate of deposit or similar security, in a federa insured banking or savings institution in the name of the minor and marked' not to withdrawn until the minor attains the age of 18 years, or on order of a court competent jurisdiction. III - I appoint my husband, Arthur H. Fenton, as Executor of this will, and if any reason he shall fail to qualify or cease to act as such during the admini~ tion of my estate, I appoint my three children, Joan Kegel, Donna Mae Paxton Richard Lee Fenton, as Co-E×ecutors of [.his will. I direct that no bond shall k equired of any fiduciary named in this will, in this or any jurisdiction. WITNESS WHEREOF, I have hereunto set my hand and seal this ~/~v~.~( ay of 1987. Signed, aled, published and declared by Iren~ Fenton, testatrix above named, as and for r last will and testament, written one sheet of paper, in our presenc, who in her presence, at her request nd in the presence of each other h~ hereunto subscribed our names as ttesting witnesses: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU ofR~Wi~CfAll€'k OF INHERITANCE TN'- ,B.~VI5I...~ ' \ PO BOX 2806Dlr.;t.:~ : > : ~ , HARRISBURG PA i7iz8-0601 NOTICE Of INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT Of TAX ~"I""'i ?: 15 Zn", 1','1 It ". ~, lid,} ,-,t,.., t 01-17-2005 FENTON 04-17-2004 21 04-0480 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLEFK OF ORPHAN'S COU'iT ~~~w':1f 'SHAW 'ES'Q 61 W LOUTHER ST CARLISLE PA 17013 '*' REV-1541EXAfPUZ-04) IRENE M AMount Remitted 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:U2;""EX"'AW"Cli1"."6!')""Niin"CE"oF'"'l:'N'HEiftfAN"ef"TA'X"iI"ppRiI"fUM'EN';"",{CtowANCE'"OR""""""""""""""""" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FENTON IRENE M FILE NO. 21 04-0480 ACN 101 DATE 01-17-2005 TAX RETURN WAS: (X I ACCEPTED AS fILED I CHANGEO NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Altount of Line 14 at Spousal rate (15) 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 Brat. (18) 19. Principal Tax Due .00 X 00 . .00 159,109.72 X 045. 7,159.94 .00 X 12 . .00 .00 X 15 . .00 ll91' 7, 159 .94 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule 8) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Kortga9.s/Ho~es Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (S~hedule F) 7. Transfers (Schedule G) 8. Total Assets (11 121 (31 (41 (51 (61 (71 125.000.00 .00 .00 .00 1.752.86 50.310.00 2,111.00 (81 APPROVED DEDUCTIONS AND EXE"PTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-electad 911~ Trusts lSchedule J) 14. Nat Value of Estate Subject to Tax 191 llOI 9,931.28 10.132.86 (111 1121 1131 ll41 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax pay..nt. 179,173.86 ?O.Oli4 14 159,109.72 .00 159,109.72 TAX CREDITS: ''''''.". ,., AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-I 11-15-2004 CD004626 .00 7,159.94 TOTAL TAX CREDIT 7,159.94 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. ( If TOTAL DUE IS LESS THAN $1, NO PAYHENT 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 ~~ Lt_ c") LLl c..:> F:: ; C~';. b~~ ' ( . ~ C.:': Cl C) LLI CC: . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Irene M. Fenton Name of Decedent: Date of Death: ApriI1?, 2004 Estate No.: 2004-00480 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: I. State whether administration of the estate is complete: Yes l&I No 0 2. (fthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. (fthe answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No J2g 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 J2g No D Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with thILe CI k of the Orphans' rand may be attached to this report. .4/ /-2s-0~ ~ Signature c:> Andrew H. Shaw, Esquire Name 61 W Louther Street Carlisle, PA 17013 Address :2( <' r 1,.- r::: [I "c..:")'" C)CJ ..0 N ~:<..- (-r ~;~ &f 0"'; [) Capacity: 0 Personal Representative ~ Counsel for personal representative 249-1177 -.,,"' ol;;::;: ~) <.r.> = C;~') <'-> Telephone No. )