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04-0503
PETITION FOR PROBATE & GRANT OF LETTERS Estate of ALBERT V. SPARKS also known as , deceased. Social Security No. 173-14-0113 No. 21-04- _~----ZT)L~ To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is/are 18 years of age or older and the Executor/rix named in the Last Will of the above decedent dated April 21, 1976, and codicils dated none The Executor named none died · Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1757 Walnut Bottom Road, Dickinson Township, Carlisle, Pennsylvania· Decedent, then 84 years of age, died April 12, 2004, at Carlisle Reqional Medical Center. Dorothy H. Sparks died on January 28, 1985· Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $1481000.00 (If not domiciled in PA) Personal property in PA $. (If not domiciled in PA) Personal property in County $. Value of real estate in Pennsylvania, situated as follows: $.7~12_~000.00 Elk Lick Road1 Everett, Monroe Township, Bedford County, Pennsylvania ~_-'" . 1757 Walnut Bottom Road, Carlisle, Dickinson Township, Cumberland County, Per~Sylvania~ 1764 Walnut Bottom Road, Carlisle, Dickinson Township, Cumberland County, Pennsylvania WHEREFORE, Petitioners respectfully requests the probate of the Last W~ ill'and ~idicil(s) presented here. with and the grant of letters testamentary thereoCJ. //'/-'/~J'Z"~ Sigj~)~r~e(s)~nd/~e, sid~nce(s) of Petitioner(s): /./~ ~ - ~.. ,,,.~/ .,cf-.- l~i~hard g~ SpiEs ' -- Patricia S. Holt/Patricia S. s~arks HC 83, Box 32 225 Hidden Lake Drive Hermora, SD 57744 Fayetteville, GA 30215 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS 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 of the above decedent, petitioner(s)will well and truly administer t/J;~e est~ate~cc,~ording to law. Sworn to or affirmed and subscribed before me this ~ day of '/~. Richar(J L~-Saar, ks ~'Z, May ,2004. Patricia S. Holt /Patr'ic'ia $. Spart~s y- Register No. 21-04- Estate of ALBERT V. SPARKS, deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, ~.-~"~ , 2004, in consideration of the Petition on the reverse side hereof, satisfactory pro f~ing been presented before me, IT IS DECREED that the instrument(s) dated April 21, 1976 described therein be admitted to probate and filed of record as the Last Will of Albert V. Sparks ; and Letters Testamentary are hereby granted to Richard L. Sparks and Patricia S. Holt /Patricia S. Sparks FEES Probate, Letters, Etc ........ $ 480.00 Short Certificates(-2- ) .... $ 6.00 Renunciation(s) '. .......... $ JCP .................... $ 10.00 Other Will Pa.qes (-1-) .... $. 3.00 TOTAL: .... $ 499.00 Filed...~ :-.c,~<~ .--..O.t. ............. - - R~ister ofWil'rs~- ~ ~ . Ro~~, Esquire {06282) ATToR~.,~up. Ct. I.D. No.) 60 West Pomfret St., Carlisle, PA 17013 ADDRESS 717-249-2353 PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing wimess to the will/codicil presented herewith, (each) being duly qualified according to law, d~~l say(,.s) ~a~ Ii_YI.O present and saw the testat ~ , sign the same and thak.~_ signed as a wimess at the request of testat tYt- in h I-~ presence and (in the presence of each other) (in the presence of the other subscribing Wimess(es). Sworn to or affirmed and subscribed before me this ~_~-~CKday of 20Oq "~ ~ ~ister~J '~--(~ddress) (Address) 3~egister af ~iII5 of tEuml~erlan~ tEauntp ~ennSpl~ania OATH OF NON-SUBSCRIBING WITNESS Estate of ~IC Ne/ 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 Q~X..~k V ~[./L-~q ,testat 0/¢_ of (one of the subscribing wimesses to) the(~codicil presented herewith and thai ~ believes the signature on the will/codicil is in the handwriting of ~k_~x~_ ~. ~tDO~L~,_fD to the best ok --! knowledge and belief. Sworn to or affirmed and subscribed before me this ~,Q ~t K~lay of./ _~4'Y')~0 ,20___.G + ~c (~. ~ For the Register (gi~namre) / (Signature) Sworn to or affirmed and subscribed before me this __ day of ,20 For the Register (Signature) (Signature) 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 ? I 03oc' "" :..,6 0 No. Local Registrar APR 1 3 2004 Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAl. RECORDS CERTIFICATE OF DEATH co 84 I : June 6 : ' 1919 Cumberland Carlisle US Govt. 1757 Walnut Bottom Road Carlisle PA 17013 John S. Richard L. Sparks ~.~F1 a~.~.~ I Everett, PA I~ ~0 ~0 ~ ~ ~ ~ °Laerii 17, 2004 Dora Amick H.C. 83, BOX 32, Hermosa., S. Dakota 57744 Westminster Cemeter~r I,,. Carlisle PA 17013 Hoffman-Roth Funeral Home r [] as! lill an/i es amen! I, ALBERT V. SPARKS, of R. D. 7, Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I authorize and empower my executrix to sell any realty owned by me at my death, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. My executrix is authorized and empowered to continue to engage in any business in which I may be engaged at my death, for such a period as seems expedient to said executrix. 2. I devise and bequeath all of my estate of every nature and wherever situate to my wife, Dorothy H. Spark~3~providing she shall survive me by sixty days. 3. Should the gift in Paragraph No. 2 not take ef~ct, I devise and bequeath all of my estate of every nature an~wherever situate to my children, share and share alike, the chil~or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint Dorothy H. Sparks to be the executrix of this my last will and testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Richard L. Sparks and Pa~ricia S. Sparks, as substitute executors, also to serve as such without bond, with the same powers as are given herein to my executrix. Should they die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate un- administered, I nominate and appoint John R. Akers, Jack A. Hoover and Harold C. Smith, as substitute executors, also to serve as such without bond, with the same powers as are given herein to my executrix. 5. I hereby suggest that my personal representative retain the services of Irwin, Irwin & Irwin as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of April, 1976. ALBERT V.~S~RKS, (SEAL) Signed, sealed, published and declared by Albert V. Sparks, the testator above named, as and for his last will and testament, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. CERTIFICATION OF NOTICE UNDER RUI~E 5.6(a) Name of Decedent: Date of Death: Estate No.: Albert V. Sparks April 12, 2004 '04 JUN -4 i?'':I'~ ,.'_ , d. 21-04-0503 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 2, 2004. Name Address Richard L. Sparks Patricia S. Sparks, nka Patricia S. Holt c/o Irwin & McKnight, 60 West Pomfret Street, Carlisle c/o Irwin & McKnight, 60 West Pomfret Street, Carlisle Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none . Date: 06-02-04 Signature IRWIN & Mc~ Name Roger B. Irwin, Esquire Address 60 West Pomfret Street Carlisle, PA 17013 Telephone (717) 249-2353 Capacity: X __ Personal Representative __ Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601~' RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004064 IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 173-14-0113 FILE NUMBER: 2104-0503 DECEDENT NAME: SPARKS ALBERT V DATE OF PAYMENT: 06/18/2004 POSTMARK DATE: 06/1 8/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/12/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 934,627.19 REMARKS: IRWIN ET AL TOTAL AMOUNT PAID: 934,627.19 SEAL CHECK# 021251 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV- 1500 EX + (6-00) cAPB HpRL El=lO cRAC Co" R E C A P I T U L A T I O N C O M ×I 1 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 171Z8-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SPARKS ALBERT V. DATE OF DEATH (MM-OD-YEAR) I DATE OF BIRTH (MM-DO-YEAR) 04/12/2004 06/06/1919 (IF APPLICABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. Original Return 2. SupplementaIReturn 4. Limited Estate 4a. Future Interest Compromise (date of death after 1;)- 1;)-8Z) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) 1~19. Litigation Proceeds Received I~] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USEONLY FILE NUMBER 21-04-0503 COUNTYCODE YEAR NUMBER SOCIAL SECURITY NUMBER 173-14-0113 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ' (date of death 3. Remainder Return prior to 12-13-8Z) 5, Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes I-~ 11. Election to tax under Sec. 9113(A) (Attach ScL O) NAM E Roger B. Irwin 'Esq. FIRM NAM E (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 717/249-2353 COMPLETE MAILING ADDRESS 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 692,030.. 00- 2. Stocks and Bonds (Schedule B) (2) 1,555':00 3. Closely Held Corporation, Partnership or (3) None Sole -Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 164,706.23 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) None ---] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None (Schedule G or L) 8. Total Gross Assets itotal Lines 1-7) 9. Funeral ~xpenses & Administrative Costs (Schedule H) (9) 45,606.88 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2,691.59 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been · made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) (11) (12) (13). (14) OFFICIAL USE ONLY 858,291.23 48,298.47 809,992.76 809,992.76 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 X .0 0 809,992.76 X .0 45 0.00 X .12 0.00 X .15 (15) (16) (17) (18). (19) 0.00 36,449.67 0.00 0.00 36,449.67 Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1757 Walnut Bottom Road CITY Carlisle STATE ?A 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 0.00 1,822.48 (1) Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. 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. (SA) B. Enter the total of Line 5 * SA. This is the BALANCE DUE. (SB) 36,449.67 1,822.48 0.00 0.00 34,627.19 0.00 34,627.19 Make Check Payable to.' REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: · Yes No a. retaintheuseorincomeofthepropertytransferred; ......................... b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... . ....................................... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ ~ ~'~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUI~E O'F PERSON RESPONSIBLE FOR FILING RETURN Richard L. SPARKS DATE ............................ - SIGNA'~JRE OF PREPARER OrER THAN REPRESENTATIVE IRWIN & McKNIGHT DATE ~ , -~ ---, -.--~- 60 West Pomfret Street -.-I ' Carlisle, Pl---iY6i§ ........................... surviving spouse~ 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(aX1)]. 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. Copyright (c) Z000 form software only The Leckner Group, Inc. Form REV-I$00 EX (Rev. 6-00) ADDITIONAL Personal Representatives Estate of ALBERT V. SPARKS SS# 173-14-0113 04/12/2004 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature Name Address Line 1 Address Line 2 City, State, Zip Date Patricia S. Holt 225 Hidden Lake Dre Fayettev}lle, GA 30215 REV-1507 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALBERT V. SPARKS SS# 173-14-0113 SCHEDULE A REAL ESTATE 04/12/2004 FILE NUMBER 21-04-0503 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledqe of the relevant facts. Real property which is jointly-owned with ri~]ht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1764 Walnut Bottom Road, Dickinson Township, Carlisle, PA - Based on May 10, 2004 reassessment for Dickinson Township by Cumberland County. 2 1757 Walnut Bottom Road, Dickinson Township, Carlisle, PA Based 3 on May 10, 2004 reassessment County. (Property currently 100% market value being used Elk Lick Road, Everett, PA - for Dickinson Township by Cumberland assessed for clean and green but for current market value.) Copy of Appraisal Attached. TOTAL(Alsoenteronlinel, Recapitulation) $ 53,000.00 611,030.00 28,000.00 692,030.00 (If more space is needed, insert additional sheets of the same size) Copyright (c)1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) REV- 1503 EX * (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER ALBERT V. SPARKS SSf/ 173-14-0113 04/12/2004 21-04-0503 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Stock - AgChoice Farm Credit See Statement Attached 1,555.00 TOTAL (Also enter on line 2, Recapitulation) 1,555.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALBERT V. SPARKS SS~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 173-14-0113 04/12/2004 FILENUMBER 21-04-0503 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 M & T Bank Checking Account 26730228748 Personal Property - Items to Heirs - See Appraisal Public Sale Proceeds TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH 117,971.98 25,815.00 20,919.25 $ 164,706.23 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-~5. EX +0-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF ALBERT V. SPARKS SS# 173-14-0113 04/12/2004 FILE NUMBER 21-04-0503 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 2 3 4 5 6 FUNERAL EXPENSES: Eby Granite Works Hoffman-Roth Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees IRWIN & McKNIGHT Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Real Estate Research - J. Rice Bedford County Real Estate - Appraisal Cumberland Law Journal - Estate Notice Roy D. Gottshall Appraisal Register of Wills Register of Wills Additional Short Certificates (2) 90.00 7,312.38 29,400.00 499.00 350.00 1,275.00 150.00 75.00 140.00 25.00 6.00 Total of Continuation Schedule(s) 6,284.50 TOTAL(Alsoenteronline9, Recapitulation) $ 45,606.88 (If more space is needed, insert additional sheets of the same size) copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97) Estate of: ALBERT V. SPARKS Soc Sec #: 173-14-0113 Date of Death: 04/12/2004 Item Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount 7 Rent A Wreck 8 Roy Gotshall 9 The Sentinel 10 Public Sale Estate Notice Strickler Agency - Insurance 250.00 3,143.00 125.00 2,766.50 6,284.50 REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ALBERT V. SPARKS SS# 173-14-0113 04/12/2004 21-04-0503 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 6 7 8 Carlisle Regional Medical Center Check #8369 written Check #8371 written Check #8372 written Check #8370 written Harrisburg Hauling MET-ED Sprint Telephone out of account after d/o/d out of account after d/o/d out of account after d/o/d out of account after d/o/d 7.34 44.10 92.15 1,600.20 197.06 366.00 172.24 212.50 TOTAL (Also enter on line 10, Recapitulation) $ 2,691.59 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV- 1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALBERT V. SPARKS SS~/ 173-14-0113 NUMBER II. 2 SCHEDULE J BENEFICIARIES 04/12/2004 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1 Patricia S. Holt 225 Hidden Lake Drive Fayetteville, GA 30215 Richard L. Sparks HC 83, Box 32 Hermosa, SD 57744 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-04-0503 AMOUNT OR SHARE OF ESTATE Daughter S on 1/2 Remainder 1/2 Remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0 o 00 (If more space is needed, insert additional sheets of the same size) Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) THIS IS NOT A TAX BILL MAILING DATE: May 10, 2004 District: 08 - DICKINSON TOWNSHIP School,.: CARLISLE AREA SD Location: 1764~L%l~NUT BOTTOM ROAD SR 0465 TAXABLE Land Size .... : .50 acres Property Type: R Residential Building Parcel Identifier: 08-09-0527-011. Old Assessed Value 2004 New Assessed Value (2000 Market x 100%) Market Value (2004 Market x 100%) Land 15,250 18,000 18,000 Buildings 44,940 55,810 55,810 TOTAL 60,190 73,810 73,810 2004 Clean and Green Values Land NOT NOT NOT Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL Clean and Green values apply to some farm and forest land. Such values become effective only upon application and approval. All applications must be received by the Assessment Office by 4:30 p.m. on October 15. 2004. Those previously approved for Clean and Green do not need to re-apply. Pennsylvania law requires that all real estate be valued as of the most recent county-wide reassessment, The last reassessment, or tax base year, was 2000. Since the last reassessment in 2000, properties have been assessed at 100% of Year 2000 value (the aPre. Determined Ratio'). The new tax base year will be the Year 2004, with the new assessed values becoming effective for the 2005 tax year. The Pre-Determined Ratio remains at 100%. Your new assessed value equals your Year 2004 market value. When the new 2004 tax base is determined after this reassessment, all taxing districts are required by law to lower the millage rate by the same proporb'on that the tax base went up. The law provides that in the first year after reassessment (2005), the county and all townships and boroughs may not increase overall revenue on their existing taxbase by more than five percent (5%) and school districts may not increase overall revenue on their existing taxbase by more than ten percent (10%). The county and the other taxing bodies will make these decisions next year, and may choose not to increase overall revenue. Of course, some individual's taxes will go up or down by more than those percentages. The essential point is that an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes in taxes will depend upon a specific property's change as compared to the overall change for the taxing district. The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures. THIS ESTIMATE DOES NOT INCLUDE ANY BOROUGH. TOWNSHIP, OR SCHOOL DISTRICT IMPACT. ESTIMATED COUNTY TAX IMPACT: Current 2004 County mills = 2.352 Adjusted 2004 County mills = 2.138 $ 142 : 2004 County Tax BEFORE Reassessment. $ 158 : 2004 County Tax AFTER Reassessment. THIS IS NOT A TAX BILL MAILING DATE: May 10, 2004 District: 08 - DICKINSON TOWNSHIP School..: CARLISLE AREA SD Location: 1757 WALNUT BOTTOM ROAD SR 0465 200AC-77 ACT 319-NORM LAND ASS TAXABLE Land Size .... : 200.00 acres Property Type: A Agricultural with Building Currently Enrolled in Clean & Green Parcel Identifier: 08-09-0527-010. Old Assessed Value 2004 New Assessed Value (2000 Market x 100%) Market Value (2004 Market x 100%) Land 482,950 464,500 464,500 Buildings 117,510 146,530 146,530 TOTAL 600,460 611,030 611,030 2004 Clean and Green Values Land 93,580 105,870 105,870 Buildings 117,510 146,530 146,530 TOTAL 211,090 252,400 252,400 Clean and Green values apply to some farm and forest land. Such values become effective only upon application and approval. All applications must be received by the Assessment Office by 4:30 p.m. on October 15, 2004. Those previously approved for Clean and Green do not need to re.apply. Pennsylvania law requires that all real estate be valued as of the most recent county-wide reassessment. The last reassessment, ortax base year, was 2000. Since the last reassessment in 2000, properties have been assessed at 100% of Year 2000 value (the "Pre-Determined Ratio"). The new tax base year will be the Year 2004, with the new assessed values becoming effective for the 2005 tax year. The Pre-Determined Ratio remains at 100%. Your new assessed value equals your Year 2004 market value. When the new 2004 tax base is determined after this reassessment, all taxing districts are required by law to lower the millage rate by the same proportion that the tax base went up. The law provides that in the first year after reassessment (2005), the county and all townships and boroughs may not increase overall revenue on their existing taxbase by more than five percent (5%) and school districts may not increase overall revenue on their existing taxbase by more than ten percent (10%). The county and the other taxing bodies will make these decisions next year, and may choose not to increase overall revenue. Of course, some individual's taxes will go up or down by more than those percentages. The essential point is that an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes in taxes will depend upon a specific property's change as compared to the overall change for the taxing district. The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures. THIS ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT. $ ESTIMATED COUNTY TAX IMPACT: Current 2004 County mills = Adjusted 2004 County mills = 1,412 : 2004 County Tax BEFORE Reassessment based on old Market Value. 496 : 2004 County Tax BEFORE Reassessment based on old Clean & Green. 1,306 : 2004 County Tax AFTER Reassessment based on above Market Value. 540 : 2004 County Tax AFTER Reassessment based on above Clean & Green. 2.352 2.138 I, ALBERT V. SPARKS, of R. D. 7, Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I authorize and empower my executrix to sell any realty owned by me at my death, at either public or private sale, and to give good and sufficient deeds therefor, ~_n fee simple, as I could do if living. My .exeoutrix is authorized and empowered to continue to engage in any business in which I may be engaged at my death, for such a period as s'eems expedient to said executrix. 2. I devise and bequeath.all of my estate of every nature and wherever situate to my wife, Dorothy H. Sparks; providing she shall survive me by sixty days. 3. Should the gift in Paragraph No. 2 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint Dorothy H. Sparks to be the executrix of this my last will and testament; she is to serve as such without bond. Should She die before my death~ renounce or refuse to serve for any reason, or die leaving any of my estate ~nadministered, I nominate and appoint Richard L. Sparks and Patricia S. Sparks, as substitute executors, aZso to serve as such without bond, with the same powers as are given herein to my executrix. Should they die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate un- administered, I nominate and appoint John R. Akers, Jack A. Hoover and Harold C. Smith, as substitute executors, also to serve as such without bond, with the same powers as are given herein to my executrix. 5. I hereby suggest that my personal representative retain the services of Irwin, Irwin &'Irwin as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~l~ day of April, 1976. (SEAL) Signed, sealed, published and declared by Albert V. Sparks, the testator above named,'as~ and for his last will and testament, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. REAL ESTATE APPRAISAL EFFECTIVE DATE: MAY 19, 2004 PROPERTY OWNER AND PROPERTY ADDRESS: ALBERT V. SPARKS ELK LICK ROAD EVEREIT, PENNSYLVANIA 1 5537 ~P~ISED V~: $28,000.00 PREPARED BY: THOMAS CESSNA BEDFORD COUNTY REAL ESTATE 3691 BUSINESS 220 BOX 22 BEDFORD, PENNSYLVANIA 15522 APPRAISER: GEORGE EDWARD CAROLUS Phone 623-1159 ESTATE APPRAISAL 369t BUSINESS 220, BOX 22 BEDFORD, PENNSYLVANIA 15522-1131 www.bedfordcountyreatestate.net Email: info @ bedfordcountyrealestate.net EFFECTIVE DATE: MAY 19, 2004 PROPERTY OWNERAND PROPERTY ADDRESS: Albert V. Sparks Elk Lick Road Everett, Pennsylvania 15537 The property is recorded in the Bedford County Court House deed book 454 page 666 containing 28.204 acres as shown on the attached survey date January 5, 1990, surveyed by NOrman Van Why, also shown on the attached Bedford County tax map F-12 parcel # 26. PROPERTY LOCATION: The 28.04 un,improved acres is located in Monroe Township, Bedford County Pennsylvania, approximately six miles south of the Borough of Everett, Pa., between Elk Lick Road and Black Valley Road, adjoin- ing Pennsylvanai State Game Lands number 97. REAL ESTATE TAXES: The total real estate taxes for the year of 2004 are; $32.60. FLOOD ZONE: SAT,F.$ CYIMPARISON ANALYSIS: The property is not located in a flood zone. A copy of the flood map is attached showing the location of the subject property. Flood Map Community number is 421347A. This appraisal is based on sold comparable acreage in the subject's marketing area. Ail comparables are located with-in ten. miles of the subject prop- erty. D~S~r±ptions of the comparables are attached to this appraisal. Phone 623~1159 PROPERTY DESCRIPTION: ACCESS: MARKETING AREA: UTILITIES: APPRAISED VALUE: APPRAISER: 3691 BUSINESS 220, BOX 22 BEDFORD, PENNSYLVANIA 15522-1131 www.bedfordcountyrealestate.net Emaik info @ bedfordcountyrealestate.net The 28.04 acre tract is triangular in shape, fronts on the east side of State Game Lands No.97, adjoins Andrew Foor's Hunting Preserve on the east. It is all wooded with no marketable timber on it at this time. The acreage is on the side of a ridge which is fairly steep. It appears that there is no legal right of way to the property by looking at the deed and the neighbor's deeds and the survey. The best and the nearest access would be through Andrew Foor's Hunting Preserve with his permis- sion. The 28.04 acres is located in a good marketing area and it would sell quickly if it was to be put on the market. There is no electric service, no septic system, no drilled wells, no community water or community sewerage on the property. The appraised value is $28,000.00 George Edward Carolus Certified Broker/Appraiser BA002545L I)I':I"INITI()N ()1" N1ARKI,:T VAI.UI,;: 'lhe m->,t i,t.l~able p~i,:e which a property should bring in a compclilive alltl open III;Ukt'l ;llldt'l afl t'~mtlilhms wqui~itt, to a fbi, sale, Ihe buyc~ ami ~cllcr, each aclln~ prudently, km~wlcd~cably and the prk:c is nol alleclcd by tmdt[e ~fimulu~. Implicit i~ Illin definition is the consumnJation of a sale as of a specified date and ~l~c pa~sing ,t title from seller to buyer raider comlititms whereby: (1) buyer and seller are typically motivaled: {2) both parlic~ are well inlbrmed or ~'ell advised, and each acting in what he considers his own best inlerest; (3) a reasonable time is alh)wed fbr cxpt~sme in the open market; (4) paymcnl is made in terms of cash in U.S. dolla, s or in terms of financial ar~a[]gemcnls c~)ml)a~able Iherclo; und (5) the p[icc represents Ihe normal consideration for the pr()l~y sold unaffected by special or crcali~e financing or sales concessions* granted by anyone associated with the sale. *A(~juslmentx lo the ct)]npa~ahle~ musl t)e made lbr Sl)eci~l or creative financing or sales concessions. No adjustments are necessary fi)r those costs which arc notntally paid by sellers as a resull of tradition or law in a market area; Ihese costs are readily identifiable since the seller pays these costs m virtually all sales transactions. S~cial or creative financing adjustments can be made lo ;l~e comparable prope:ly by compa[isons lo financing terms.offered by a third pa~y inslilutional lender that is not already involved in thc pet)peel)' or Iransaclion. Any adjuslment should m)t be calculated on a mechanical dollar dollar cost .f fl~c Imancmg ot concession Nfl tl~e dollar amount of any adjustment should approximate the market's reaction to the financin~ or conccssitms based on Ibc appraiser's judgmcul. (.'ERTIFI(:ATION AND S'i'A'i'I~MENT OF LIMITING CONDITIONS CEI~'i'IFi(?A'II()N: '1 hc Al)praiser certifies and ag=ecs thai: I. Thc Al)plaNer has no present or ctmtcmplalcd fulure interest in lhe propc~y appraised; and neither ;I)e cmph)yment make thc appraisal, n-r the compensation fi)r it, is conlin~ent up~m the appraised value of the pro~rty. 2. Thc Appraiser hax no personal interest in <)r bias with respect It) the subject matter of Ihe appraisal repo~ or the partici- pants lo thc ~alc. 'Ibc "Exlimalc of Market Value" in the appraisal report is not based in whole or in para upon the race. cob)r, or national origin of [he proq~cclivc t)wncr~ or occupants of the properly appraised, or u~)n the race, color or national origin of the p[csc[ll <)wncrs ~)~ occupantx ed' tile properties in Ihe vicinity of the propc~y appraised. 3. Thc Appraiser bas pc]~onally in,peeled Ibc property, both inside and out, and has made an exterior inspection of ~11 comparable xaicx li~[cd in thc tcpoH. 'lb Ibc l)cxl t)f Ibc Appraiser's knowledge and belief, all s~alcmenls and inlbrmafion in lhi~ rq~)f-t arc [[uc ami cozfcc;, and thc Appraiser has not knowingly withheld any significant infi)rmation. 4. All conltngen[ ami limhi[l~ condition~ are contained herein (imposed by the terms of the assignment or by the under- signed al'iL'cling Iht amtlyscs, ol)inions' and conclusions contained in the re~)rt). fi. Tiffs appraisal ~cpo['t has been made in c(mlbrmity with and is subject to tile requirements of the Code of Professional Ethics and Slaml:,ds ~d Prt)fcssit)nal Conduct of the appraisal ()rganizal[dns with which the Appraiser is affiliated. 6. All c(mclusion~, and ophfions concerning the real estate that are set forth in the appraisal report were prepared by the Appraiser ~hose sig[~amle appears on the appraisal rq)ort, unless indicated as "Review Appraiser." No change of any item the appraisal repo[I ~hall be made by anyone other Ihan Ibe Appraiser, and the Appraiser shall have no responsibility for any such tmautlH}rized chlmge. CONTINGENI' AND I,IMITIN(; {'ONI)ITI()NS: 'lhe certificalion of the Appraiser appearing m {he appraisal reporl is subject to lhe fi~lh)~ving c,mditions and i~ such olher specific and limiting conditions as are sel lb~lh by lhe Appraiser in the repo~. 1. ~he Appraiser assumes no rcsponsibilHy lbr mailers of a legal nature aftbcling Ihe prope~y appraised or Ihe title fl~ere- Io, nor does lhe Appraiser remler any opinion as lo lhe lille, which is assumed to be good and marke~ble. The pro.fly is appraised as Ihough under responsible o~nership. 2. Any skelcb iu file ~el)Ort may show apploxinlale dimensions and is included to assisl Iht reader in visualizing lbe prop- erly. 'I hc Appraiser has made no su[vcy ot I[]e properly. 3. The Appraiser ia m)t required It) give lestimouy t)r appear in court because of having made the appraisal with reference to the property m qt cxtion unless nrrnngemenls have been previously made Iherelbr. 4. Any dislfibt[litm of the valuation itl the reporl belween lnnd nnd improvements applies'only under Ibc existing program of ulilizalitm. Ibc SCl)at'ate valualions fi)r land and building lllt:sl floe be used in conjunction wil}~ any other appraisal and,rare invalid if so used. 5. The Appraiser assumes I}lal Ihcre are m) hklden or uuapparent conditions of the property, subsoil, or structures, wh~'h would render it mtue .r less valuable. The Appraiser assumes no responsibility for such conditions~ or ~or engineering which might be required Io dixcovcr such Ihctors. 6. Inlb[malitm, cstinlales, and opinions furnished to Ibe Appraiser, and confined in th~ re~, were obtained from sources considered reliable ami believed to he true uud correct. However, no r~s~nsibility for ~ccuracy of such items t~rnished the Appraiser can be assumed by the Apl)raiser. 7. Disclosure of Iht COlllenls of Ibc appraisal rcp~nl is governed by Ihe Bylaws and Regulations of Ibc professional appraisal organizalions wifl~ which lhe Appraiser is aflilialed. 8. Neilher all, mn any pan of Ihe conlenl of Ibc report, or copy Ihereof (including conclusions as Io the pro. ny value, Ibe idenlily of Ibc Appraiser. prolbssional designations, rel~rence 10 any prolkssional appraisal organizations, or lhe firm with which fl~e Appraiser is co heeled) shall be used fi~l any purposes by anyone but the client s~cified in the re~n, the N~rrower if appraisal I~e paid by same, iht morlgagee or ils successors and assigns, mortgage insnrers, consuhants, prolbssional appraisal organizalions, ;my Male or t~dcrally apprm,ed I]nlmcial instilulion, any deparlmenl, agency, or inslrumenlalily of Ihe United Stoles or any slale or Ibc Dislrk'l of ('o umbia wilhoul the previous wrillen consent of Ihe Appraiser; nor shall il be conveyed GEORGE E CAROLUS P O BOX 27 MAIN STREET Alexandria PA 16611 · - Initial Certification Date Certificate 04/01/1997 Nnmber BA002545L Expiration Date 06/30/2005 Deputy CommissiOner of Professional and Occupational Affairs of our Lord one thousand nine hundred ninety-one (1991) BETWEEN SHARON S. CALHOUN and RONALD E. CALHOUN, her husband, of_ 722 Kriner Road, Chambersburg, Pennsylvania, hereinafter called in the year and ALBERT V. SPARKS, of 1757 Walnut Bottom Road, Carlisle, Cumberland County, Pennsylvania, hereinafter called ~rantors , 6rantee : WITNESSETH, that in consideration of Five Hundred and no/100 ..................... ($5.00.00) in hand paid, the receipt whereof is hereby acknowledged, the said grantors do and convey to the said grantee , his heirs and assigns Dollars, hereby grant ALL that certain 1/i0 interest in real estate situate in Monroe Township, Bedford County, Pennsylvania, bounded and described in accordance with a survey prepared by Norman S. VanWhy, R.S., dated January 5, 1990. BEGINNING at a common point and witness stones found at lands of PA State Game Lands, No. 97, Courtney B. Birckhead, Andrew E. Foor and the southwestern corner of tract conveyed; thence along PA State Game Lands No. 97, North 42 degrees 59 minutes West 153.56 feet to a point at witness stones found; thence still along PA State Game Lands No. 97, North 46 degrees 07 minutes East 2,701.52 feet to a point at witness stones found; thence along lands of Scott E. Robinette, South 35 degrees 51 minutes East 768.97 feet to an iron pipe found; thence along lands of Andrew E. Foor, South 59 degrees 15 minutes West 2666.81 feet to a point and witness stones found, the Place of BEGINNING. CONTAINING 28.204 acres. BEING the same property which A. D. Stayer heirs, by County Treasurer, granted and conveyed to John S. Sparks, by deed dated June 15, 1943 and recorded in Bedford County in Deed Book 267, at Page 303. John S. Sparks died January 31, 1959, thereby vesting Title into Mabel S. Smith,..$am G. Sparks, Kathryn S. Akers, Albert V. Sparks and Helen E. Jones. Eash redeiving a 1/5 interest as tenants in common, by an Award of Real Estate in the Estate of John S. Sparks, as set forth in Bedford County Deed Book 305, Page 225. Helen E. Jones receiving a I/5 interest in the above land from Estate of John S. Sparks died July 7, 1988 survived by two children, Gary Whitfield and Sharon S. Calhoun. Each child receiving a 1/10 interest by virtue of the Estate proceedings as set forth in Cumberland County Estate File No. 9256, hereby grant and convey to the above Grantee, their interest in the land. REALTY TRANSFER TAX MONROE TOWNSHIP PAID: $2.50 2: .MAY ~3, 1991 ~4 . /~_ ~'~/_~'. ~ / .. . ~. - RECORDER-"" "=' COMMONWFALTH OF PENNSYLVANIA ~ ~ DEPARTMENT OF REVENUE -- ~ REALTY =05.0 T~ANSFER P. IJ, lll s4 ~ 17 % ~ REALTY TRANSFER TAX EVERETT AREA SCHOOL DISTRICT PAID: $2.50 454 PAc[ 66"2 AND the said g~anto~ s hereby covenant and a~ree that will warrant generally the property hereby ~onveyed. they IN WITNESS WHEREOF, said grantorS have the day and year first above wri~en. hereunto set their hand s and seal s State of PENNSYLVANIA ~ ss. County o/ F~'a n KJ ,'r} 't On this, the /~, day of /~p~,' l , 1991 , before me, the undersigned office?; personally appeared Sharon S. Calhoun and Ronald E. Calhoun, her husband known to me (or satisfactorily proven) to be the perso~ within instrument, and acknowledged that they contained. whose nam~ are subscribed to the executed same for the purposes therein IN WITNESS WHEREOF, I hereunto set my hand and official seal. .... , ~... P~ .... - .................................................... ..-" - ~':' i"...¢/~ '% :~ ...~. <,.-...' - f ~...~'-..~:,~.~..' ~2 I do hereby certify that the precise residence and complete post 'ol~ce address of the within named grantee /s 1757 Walnut Bottom Road, Carlisle, PA 1701-3 19 91 BOOR ~ _ Phone623 1159 3691 BUSINESS 220, BOX 22 BEDFORD, PENNSYLVANIA 15522-1131 www.bedfordcountyrealestate.net Email: info @ bedfordcountyrealestate.net DESCRIPTIONS OF THE SOLD COMPARABLES USED FOR THE AT.BERT V. SPARKS 28.04 ACRES LOCATED IN MONROE TOWNSHIP BEDFORD COUNTY PtlNNSYLVANIA; NOTATION: WE HAVE READ THAT THE PENNSYLVANIA GAME COMMISSION WILL PAY UP TO $1,000.00 PER ACRE FOR ACREAGE THAT JOINS THEIR LA_ND. SOLD- November 2003, tax map F-15 # 52, Mann Township, Bedford County, Pa., Randy Riggleman sold to Robert Swartz, 24.63 un-improved acres for $30,000.00. SOLD- December 2003, tax map F-1 6 # 1 l-B, Mann Township Bedford County, Pa. 39.13 acres, Peter Stotlemeyer sold to Dennis Cook for $25,000.00. SOLD- July 2003, taxmap F-15 # 63, Mann Township, Bedford County Pa., 44 acres, Estel Clingerman sold to Christopher Wills for $41,800.00. SOLD- November 2003, tax map G-12 # 117, Monroe Township Bedford County, Pa., 38.2 acres, Conda Clark sold to Robert Baney for $36,670.00. £ /' ~ll!AUOSU!qOl:l i i 300M@Z:gOJ NOS~aN~ NV~V) OU!d UOSmLUH II@OJnd ~© Oll!^su!qF] uo!z ]unolAI s~Jo~ ,, 9BllBSNIYB '" UMOlOI§aO8 ~ % s,j~upds ~PJOtP@8 .aBOJa]B ~l?aq '(lB A~JlAIC ~06~ 'oN ~M_.t OGG! ' 6'ONIEgVSEI DI_L~N,gVm' 010/£00 ~ ' SgNICtV.'~bl ,OOg " ,,i '.77V3£ OG6t '9 Xxonuop .. O~,,(~/~strl~9 ~/i{$N/14,/)I .70~VNOt4] /vl ZIl VDI/,P Farm Credit A~CH~J.C~ ~AR~ C~I'T ADA NOTIFICATION OF DIVIDEND ON STOCK OR PARTICIPATION CERTIFICATES I757 t~ALNUT ~,CTTO~ RD C.A,~L[ 5LE PA 019 ~EL'DRD ~ATF: 0'.3/ 31. /0 ~, E 51££K I .S SU LD ~At ANCE RATE! $1t55]!' -gO 0-37b~4 CLASS C~ SHARES D IViD:E~ N?) W ITtiHSLD PR£VIC]US A~iGUNT ~CR tAXES ~ALANCE eAR Z]R ~::ACE FRAC'T[6NAL SHAR~ VALUE PE~: SHAE~ RE~A~NING (ERSD) ~Y TH~ LOAR~ CD DI~EC'TORS- THE ~INNUALIZ:ED DIVIL?IiND RATE 7H~ ~CA~ AN3 5'TAFt; ~HA~K Y~U ~OR SUPP{]RTIN~ Y~UR m~m MaTBank April 23, 2004 Law Offices Irwin & McKnight West Pomfret Professional Building 60 West Pomfret Street Carlisle, PA 17013-3222 499 Mitchell Street, Millsboro, DE 19966 Estate of Albert V. Sparks Date of Death: April 12, 2004 Social Security Number: 173-14-0113 Dear Mr. Irwin: 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 following accounts. Account Type ........................... Checking Account Account Number. ...................... 2673028748 Ownership (Names o~) .............. Albert V. Sparks Opening Date ........................... 09 / 01 / 67 Year to Date Interest ................. $307.14 Balance on Date of Deattz ......... $117,948.00 Accrued Interest $ 23.98 Total. ...................................... $117,971.98 Sincerely, / Ch~lene Wmgon, Records M~agement 1-888-502-4349 F~ t OWNER Address Date of Sale Auctioneer Other FINAL SETTLEMENT ~ ~ ) ~, , , Sale Location PROCEEDS OF SALE: Cash ............................................... Checks ............................................ Other ........ __~_ _~__ ...... - - -'~- - -~- --9'- - - -: :~-"- ..................... .... ........................................................................ Miscellaneous (see attached list) ............................................ TOTAL PROCEEDS OF SALE LESS SELLER'S SALE EXPENSE: Auctioneer's Fee ................................................................... Other Seller's Expenses Advanced by Auctioneer: /' DEDUCT TOTAL SELLER'S SALE EXPENSE ............................... $ ~ TOTAL NET PROCEEDS TO SELLER f I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept for providing merchantable title to all goods, merchandise, I(Dat;')/~ ~'/ ' "~ - / Auctioneer or Cashier's Signature (Seller's Signature) (Seller's Signature) Form No. FS Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-1955 OWNER FINAL SETTLEMENT Date Address Date of Sale Auctioneer Other Sale Location Clerk Cashier PROCEEDS OF SALE: Cash ............................................... Checks ............................................ Other .......................................................................................... Miscellaneous (see attached list) ............................................ . TOTAL PROCEEDS OF SALE ...................... $ LESS SELLER'S SALE EXPENSE: Auctioneer's Fee .......................................................... Other Seller's Expenses Advanced by Auctioneer: Miscellaneous (see attached list) .............................................. DEDUCT TOTAL SELLER'S SALE EXPENSE TOTAL NET PROCEEDS TO SELLER I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to accept all responsibility for providing merchantable title to all goods, merchandise, and/or property sold, and for delivery of title to the purchaser. (Date) (Seller's Signature) Auctioneer or Cashier's Signature Form No. FS Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-1955 (Seller's Signature) COMMONWEALTH COUNTY Ot= C~MaERLAND Richard L. Sparks and Patricia S. Holt ~eing duly sworn aa:ord~n9 ho law deposes and says fhaf ~. thefK are the Executors o~ f~e ~fafe oF Albert V. Sparks ~af~ oF ..... D~k~nspn-%0~D~iP .......................... Cum~er~an~ Ccunfy, Pa., decease~ and fhaf fh~ w~f~n ~s an L~venfo~y ma~e 5y Richard L. Sparks & Patricia S. Holt fhe sa~d Executors o~ fhe ear;re * ~ es,af~ oF s~;~ deced~n*~ cons~sfing oF aH fhe personaJ properly and ~eai esfafe, excepf real esfafe oufslde ~he Commcnweaffh c~ Pen~sylvnn;a, an~ fhaf fhe figures oppos~fe each i'f~m of fhe Invenfory represenf ff's fa~ value es of fhe dale of decedenf's deafh. th~s 16th day of June 200~ ~ tor ~ 19 UC 8~ Bo~ 32, /He;~.~ 57744 - ~ xecu~r~x I R0,~r B, l~vin, Notary Public I Carl{ile Bolo./~m~rland County 225 Hidden Lake Drive, Fayetteville, GA 30215 Date o~ Deafh 12 04 2004 INSTRUCTIONS I. An invenfory musf be filed wffh;n f,~re:~ mo~fhs affer appoi~'~ment oF personal represenfafNe. 2. A supp)emenf in~enfory mus~ be fUed wifh/n fh~rfy days oF discovery oF addifional assefs. 3, Addifiona] sheers may be ~ched as +o personae'h/ or realty 4. See Afl;cie IV, Fiduciar~es Acf of i 9-49~ Inventory of the real and personal estate of ALBERT V. SPARKS deceased 1764 Walnut Bottom Road, Dickinson Township, Carlisle, PA ......... 1757 Walnut Bottom Road, Dickinson Township, Carlisle, PA ......... Elk Lick Road, Everett, PA ........................ Stock - AgChoice Farm Credit ....... · ...... M & T Bank - Checking Account - 26730228748 ................ Personal Property - Items to Heirs ................... Public Sale - Proceeds · · ~ ....................... TOTAL .............................. 53,000 611,030 28,000 1,555 117,971 25,815 20,919 ;858,291 00 00 O0 00 98 00 25 ~23 BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DZVIS/ON DEPT. 28n601 HARRISBURG, PA 17128-0601 ROGER B IRWIN ESQ IRWIN & HCKNISHT 60 W POHFRET ST CARLISLE PA 17015 CUT ALONG. COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 08-16-200¢ ESTATE OF SPARKS DATE OF DEATH 06-12-2006 FILE NUNBER 21 06-0505 COUNTY CUHBERLAND ACN 101 Amoun~ Reei*H:ed ,~ RETAIN LOWER PORTION FOR YOUR RECORDS -~ ~'V-:[~-7-=!~7~--~:~",~1~'1~ OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR ':!'.;i~ ~ D~ALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF~i.,., ~PARKS~_ ':~_ ALBERT V FXLE NO. 21 06-0505 ACN 101 DATE ;_)T~ RETURN NAS= ( X} ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE RE¥-15~7 EX AFP ALBERT V HAKE CHECK PAYADLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 08-16-2006 APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~nership In~eres~ (Schedule C) (3). q. Mortgages/No,es Receivable (Schedule D) (q) 5. Cash/Bank Daposi~s/Hisc. Personal Proper~y (Schedule E) (5) 6. Joln~ly O~ned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Asse~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Cos:ks/Hisc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gage LiabiliD:ies/Liens (Schedule I) (10) 11. To,al Deductions 12. Na~ Value of Tax Ra~urn 692~050.00 1~555.00 .00 .O0 166~706.25 .00 .00 (8) 65,606.88 NOTE: To insure proper credi{ ~o your accoun{, submi~ {he upper portion of {his form ~i~h your ~ax payment. 13. NOTE: ASSESSHENT OF TAX: 15. Amoun~ of Line 1~ a~ Spousal ra~e 16. Amoun~ of Line 1~ ~axabla a~ Lineal/Class A ra~e 17. Aeoun~ of Line lq a~ Sibling ra~a 18. Aeoun~ of Line lq ~axabla a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDITS: PAYHENT } RECE/P1- DATE NUNBER 06-18-2006 CD006066 858,291.25 2~691.59 (11) 68.298.~7 (la) 809,992.76 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00 NB~ Value of Es~a~e Sub~ec~ ~o Tax (1~) 809,992.76 Zf an assessment teas lssued previously, 11nes 1~, 15 and/or 16, 17, 18 and 19 tail1 reflect flgures that lnclude the total of ALL returns assessed to date. ([$) .00 x O0 = .00 (16) 809,992.76 x 065= 56,669.67 (17) . O0 X 12 = . O0 (~8) .00 x 15 = .00 (xg)= 36,669.67 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ANOUNT PAID D/SCOUNT (+) INTEREST/PEN PAID (-) 1,822.68 :56,627.19 TOTAL TAX CREDIT BALANCE OF TAX DUEJ INTEREST AND PEN. TOTAL DUE 56,669.67 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT TS RE~)UIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December II, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coamoneealth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes at the taaful Class B (collateral) rata on any such futura interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To ~ulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (TZ P.S. Section 9140). Detach the top portion of this Notice and submit ~ith your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-361-2050; services for taxpayers with special hearing and / or speaking needs: 1-B00-447-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice 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 17118-1021, 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 Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZD0601, Harrisburg, PA 1711B-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacadent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rata of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 19DZ 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 1981 through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOX .000548 ~'8-1991 117. .000301 ~ 97. .000247 1983 161 .000438 1991 91 .000247 ZOOZ 6Z .000164 1984 11X .000301 1993-1994 7Z .000191 ZOO3 SX .000137 1985 132 .000356 1995-1998 92. .000247 2004 42. . O00llO 1986 10Z .000274 1999 7Z .000191 1987 10Z .000274 ZOO0 7Z .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI;IUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. - l Rr'" I.'. o lTh, , r:Ui,r:T:';i .!\\, oJ' ....l "' .... ,.,. t;l.t .', I.'.. t.,1 t.) ..:..1 ()~()~ e; <'> g~. !::()c"@" ~O~1oo; ~ ~ - 0 '"0 '"' ~ ~ >-gp.:s .....~()8 ""-J. ~ 0 tIJ o to ~ ..... Vl ::s V>..o -:t ~ () '" 0 C '"' ~ g ~ ) PH ~ ~ OF ~ ~t ~ ~ z Z i~~ ~ ~ :D:I: _ 0 G)." ....J >'tj -"lJ::C 0 2 J~ ~ ~~ ;;: , 0 ~ :"m .... m ~ g-l ~ h .,' . .>.,) -~~; '. . . '"' , )' ~/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITAI'ICI' TAX c..:" APPRAISEMENT, ALLOWANCE ORDISAL{OWANtf~ OF DEDUCTIONS AND ASSESSMENT OF TAl( *' REV-1547 Ell .FP (I2~a4l ~~~IH\OF2 f'l1 ~~~~~~05 DATE OF DEATH 07-23-200<0 FILE ~~~O? 21 0<0-0703 CO~1f:Vii;;'NcS COL~MBERLAND A~J"" " cr,"oC};\ l\Ilount R...itted J5 '75 BRUCE D FOREMAN ESQ FOREMAN & FOREMAN PC <0<009 N FRONT ST HBG PA 17110 CATHERINE M 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 ... RirV' :r!1;'f-Ex--Aji':i>"-rDr--6!~--Noi'-icE-iiriNilEitYfANcE-i"AX-A-pIlRA-i!E;.r€NT~--AnowANc€-oR------_.__..._. --. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF YESCONIS CATHERINE M FILE NO. 21 0<0-0703 ACN 101 DATE 03-1<0-2005 TAX RETURN WAS: [X) ACCEPTED AS FILED ) CHANGED 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/P8rtne~ship Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule Dl S. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets II) (2) (3) (4) (5) (6) 171 .00 .00 .00 .00 21,228.79 .00 .00 [B) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hlsc. Expenses (Schedule Hl 10. Debts/Hortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule Jl 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will reflect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat. 16. Amount of Line 14 taxable at Lineal/Class A rat. 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class Brat. 19. Principal Tax Due X E I S: NOTE: DATE NUMBER INTEREST/PEN PAID 1-) PAVMENT MUST BE MADE BY 0<0-23-2005*. (9) \10) <0,3<05.67 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax paymmt. 21.228.79 20.R7R 79 350.00 .00 350.00 00 = 0<05 = 12 = 15 = .00 15.75 .00 .00 15.75 16.533.19 (11) \12) \13) \14) \15) \16) IH) (lB) .00 X 350.00 X .00 X .00 X \19)= .00 15.75 .00 15.75 . IF PAID AFTER DATE INDICATED, SEE REVERSE 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.) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE RESERVATION: PURPOSE OF NOTICE: Estates of decedents dying on or before Dsc~ber 12~ 198Z ~- if any future interest in the estate is transferred in possession or enjoyMent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for Years~ the Co...onwealth herebY expressly reserves the right to appraise and assess transfer Inh&ritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act~ Act Z3 of ZDDD. (72 P.S. Section 9l40). PAYMENT: Detach the top portion of this Notice and sub.it with your pay.ent to the Register of wills printed on the revsrse side. --HakB check or /loney order payable. to: REGISTER OF MILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available online at www.r.venue.stat..pa.us~ any Register of Wills Dr Revenue District Office, or from the Depart.ent's 24-hour answering service for for.s orders~ 1-800-362-20S0J services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appralsment, allowance or disallowance of deductions or aS5Bs~ent of tax (including discount or interest) as shawn on this Notice .ay object within 6D days of the date of receipt of this notice by filing ana of the following: A) Protest to the PA Department of Revenue~ Board of Appsals. You May object by filing a protest online at www.boardofappBals.state.pa.us on or before the expiration of the sixty-day BPpeal period. In order for an electronic protest to be valid, YOU must receive a confirdation nUMber and processed date from the Board of Appeals Nabsits. You may also send a written protest to PA Dapartment of Revenue~ Board of Appesls P.O. Box 281021, Harrisburg, PA 11128-1021. Petitions may not be faxed. B) Election to have the matter deterMined at the audit of the account of ths personal representative. C) Appeal to the Orphans' Court. OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Factual errors discoverad on this Bssessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes~ A1TN: Post Assessment Review Unit~ P.O. Box Z80601~ Harrisburg, PA 111Z8-0601 Phone (111) 781-6S0S. See page S of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent.. (REV-ISO}) for an explanation of adginistrativaly correctable errors. If any tax dUe is paid within three (3) calendar months after the decedent's death, a five percent (S~) discount of the tax paid is allowed. The 157. tax amnesty non-participation penalty is computed on the total of the tax and interest aSSBssed~ and not paid befOre January 18, 1996~ the first day after the end of the tax ..nesty period. This non-participation penalty is appealable in the sa_e manner and in the the sa.e ti.. period as YOU would appeal the tax and interest ~h.t has b.en assessed as Indioatsd on this notlCB. Intersst is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day frod the date of debth~ to the date of payment. Taxes which beca.e delinquent beJOrs January 1, 1982 bear interest at the rate of six (6X) percent per annUM calculated at a daily rate of .000164. All taxes which beea.. delinquent on end after January 1, 1982 will bear tnterest at a rat. which will vary from calundar year to calendar year with that rate announced by the PA Dapart.ent of Revenue. The applicable interest rates for 198Z through 20DS are: Interest Dally Intarest Daily Interest Rate Factor Year- Rata Factor Yaar Rate ~ ~ ~-l"l ~ ~ rnn -,:r- 162 .000438 1992 9~ .000247 tOOl 6::C 11X .000301 1993-1994 n .000192 tDD3 S;( 13X .0003S6 1995-199B 92 .000Z47 200ft 4~ lOX .OOOZ74 1999 77. .000192 200S S% 10" . DOOZ74 2000 77. .001)192 Year- rm 1983 1984 1985 1986 1987 Daily Factor .ormr .000164 .000137 .ODOUO .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF OArS DELINQUENT X DAILr INTEREST FACTOR --Any Notice issued after the tax beco.es delinquent will reflect an intarest calculation to fifteen (IS) days bBYOnd the date of the asseSSMent. If payeent is eade after the interest coeputation date shawn on the Notice, additional interest lIust bB celctdated. 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 FOREMAN BRUCE 0 4409 NORTH FRONT STREET HAR~SBURG, PA 17110 n__u__ lokl ESTATE INFORMATION: SSN: 187-16-2748 FILE NUMBER: 2104-0703 DECEDENT NAME: YESCONIS CATHERINE M DATE OF PAYMENT: 03/22/2005 POSTMARK DATE: 03/21/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/23/2004 NO. CD 005104 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $15.75 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 5951 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $15.75 GLENDA FARNER STRASBAUGH REGISTER OF WillS Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 SPARKS RICHARD L HC 83 BOX 32 HERMORA, SD 57744 RE: Estate of SPARKS ALBERT V File Number: 2004-00503 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/12/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Vy Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 SPARKS PATRICIA S N/K/A 225 HIDDEN LAKE DRIVE FAYETTEVILLE, GA 30215 RE: Estate of SPARKS ALBERT V File Number: 2004-00503 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/12/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. ~~~ ~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel V~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 RE: Estate of SPARKS ALBERT V File Number: 2004-00503 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/12/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) V'Jf STATUS REPORT UNDER RULE 6.12 Name of Decedent: ALBERTV. SPARKS Date of Death: APRIL 12.2004 No. 21-04-0503 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: -X- Yes _ 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: a. Did the personal representative file a final account with the Court? Yes X No 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 03/13/2006 '2 'I / .~ '1.~ Signature .oJ... I "'--- IRWIN & McKNIGHT Roger B. Irwin. Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle. P A 17013 City, State, Zip (717) 249-2353 Telephone Number C< ;., ;\.'_/~ 1 iUQ (.i i i \~: V r~JGG :10 >itEn~apacity: X Personal Representative Counsel for Personal Representative OS :2 t~,,!d S I 9uHZ -~