HomeMy WebLinkAbout04-0525Estate of EDNA M. WILSON
PETITION FOR PROBATE andNo.GRANT~_~!-oOF --LETTERS
,Deceased
also known as
Social Security No. 188206296
To:
Register of Wills for the
County of CUMBERLAND in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the execut ors named
in the last will of the above decedent, dated 10/26/2003
an.d~codicil(s) dated~-'/~J{~ ~9 C · /~.~/Y,/I~2T/ Z.~. tg{~_.~to,,2 ~ F f',/r 6L0 ~
/7'//x,,~t I1~ 150'0 - - -
(state relevant cimumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h or last family or principal residence at 131 DARR AVENUE. CARLISLE, NORTH MIDDLETON
TOWNSHIP. CUMBERLAND COUNTY, PENNSYLVANIA 17013.
(list street, number and municipality)
Decedent, then 78 years of age, died 5127/2004
at HOLY SPIRIT HOSPITAL, CAMP HILL, PA 17011
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:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
e / / 7 /3
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters tostamentarv
thereon. ,.-, (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
~_~.~.~~ 341 NORTH MIDDLESEX ROAD
CARLISLE PA 17013
~ CARL L. WILSON 3410 SPRING ROAD '; '-
· ~ (~.,~.,,,, ~,~,4_/// CARLISLE ~iPA 17(~
~ '~' ~,I',TE'~7'.. FREY- ~
~ o
166.500.00
109,000.00
./-7_ .'75-;..~-/~-
OATH OF PERSONAL REPRESENTATIVE
COMNIONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERt,AND f SS
The petitioner(s) above-named swear(s) or affh-m(s) that the statements in the foregoing petition are
true and correct to the best of*he knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and/~ administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~ C'ca day of J ~'-
JUNE, 200~, , ,~ ("2 V ~'~_ 02(2%..
-'-' ~ "% ' Reeister '.3
Estate of EDNA M. WILSON , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUNE q . 2004 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instTument(s) dated 10/26[1983
described therein be admitted to probate and filed of record as the last will of EDNA M. WILSON
and Letters TESTAMENTARY
are hereby granted to
CARL L. WILSON and JANE V. FREY
FEES
Probate, Letters, Etc .........
Short Certificates ( ~ ......
~~-.~C..~..~.~
~o._~
TOTAL
Filed.. ~.' .~.- ¢L.c~. ..............
Register of Wills"~ ~)~ ~(~
HAROLD S. IRWIN, III
29920
ATTORNEY (Sup. Ct. I.D. No.)
64 SOUTH PITT STREET
CARLISLE PA 17013
ADDRESS
717-243-6090
PHONE
~egi~ter af :~ill~ ~[ (guml~erlan~ Cauntp ~enn~pl~ania
OATH OF NON-SUBSCRIBING WITNESS
Estate of (0~ /~]~. ~(~~t._~ 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 ~ ~. d~J ~ , testator._ of (one of the
subscribing wimesses to) the will/codicil presented herewith and tha~elieves the signature on the
(~codicil is in the handwriting of t~/F_~ ~ ~'(~1~ ~~ to the best of ~
knowledge and belief.
Swom to or affu-rned and subscribed
before me this .5 day of
,20_
(Signature)
Sworn to or affirmed and subscribed
before me this __ day of
., :20__
(Signature)
For the Register
(Signamre)
ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
LOCAL_ ~ECir~'T'~,L:' ~ ~ ':-~ ' ii',i '~! ~,,~?'
5666327
June 1, 2004
Edna M.
Female
188-20-6296
April ........ 6, 1926 i~m~pa,~ Fannett
Wilson
Twp., Franklin Co.
Holy Spirit HOspital Cumberland
White Homemaker
Widowed Decedent s 131
Jane W. Frey
Nickel Funeral Home, Loysville,
Non Hodgkin's Lymphoma
5-27-2004
E.Pennsboro Twp o ,v~
No
Darr Avenue Carlisle PA 17013
James F. Nickel
PA 17047
inte~vat
2 Yrs.
50 12th Street, Lemoyne,
PA 17043
M.D.
,~., fii:~(l wi!!-,, F}~ a5 L()cet! F4(:~,'i!~-,;; ,:~, ~ ..... 'T' ,,q , : ~: '' ~,', ,',~", ,,,?'~ .... forv,,'arded ~','~ tl[e
May 28, 2004 101 Barnett St., New Bloomfield, PA 17068
LAST WILL AND TESTAMENT
OF
EDNA M. WILSON
I, EDNA M. WILSON, of Box 121, Loysville, Tyrone Townshi~ Perry
County, Pennsylvania, being of sound and disposing mind, memory, and
understanding, do hereby make, publish, and declare this my Last Will
and Testament, hereby expressly revoking all other writings in nature
testamentary by me at any time heretofore made.
FIRST: I direct that all my debts and funeral expenses be paid
as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed of
herein, shall be paid from my residuary estate.
THIRD: I hereby give, bequeath and devise all the rest and
residue of my estate and property, real, personal and mixed, of what-
soever nature and wheresoever situated, of which I may die seised or
possessed or to which I may be entitled or of which I may have the
right to dispose at the time of my death, absolutely and in fee simple
to my husband, Samuel C. Wilson, if he is living at the time of my death.
FOURTH: In the event that my husband is not living at the time of
my death, or in the event that he and I shall die simultaneously, then I
give, bequeath and devise all my property to my two children, Carl L.
EDNA M. WILSON
(SEAL)
PAGE ONE OF TWO
Wilson and Jane V. Frey, in equal shares.
FIFTH: In the event that either of my children predecease me, I
direct that that child's share of my estate be divided equally among
that child's children, and further direct that each share be held in
trust by my personal representative of my estate, until said child
reaches the age of 18 years.
SIXTH: I hereby appoint my husband, Samuel C. Wilson, as Executor
of this, my Last Will and Testament, but in the event that he is unable
or unwilling to serve, I then appoint my two children, Carl L. Wilson
and Jane V. Frey, as Executors of this, my Last Will and Testament, and
I direct that they shall not be required to give bond or other security
in any jurisdiction wherein proceedings may be held in connection with
my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 26th
day of October, 1983.
WIT~: ~ ,
(SEAL)
PAGE TWO OF TWO
TO THE REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: EDNA M. WILSON
Date of Death: 5/27/2004
Will No. 2004-00525
Admin. No. 21 - 04 - 00525
To the Register:
I certify that notice of (beneficial interest) estate administration 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 6/16/2004 ·
Name Address
CARL L. WILSON
341 NORTH MIDDLESEX ROAD
CARLISLE PA 17013
JANE V. FREY 3410 SPRING ROAD
CARLISLE PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
NONE
Date: 6/16/;~004
Capaci~:
~Name: HAROLD S. IRWIN.'lfl--,~
Address: 64 SOUTH PITT STREET
CARLISLE PA 17013
Telephone(717)-2436090
X
Personal Representative
Counsel for Personal
Representative
COMMONWEALTH OF
*~ PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128~)601 i
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE [NITIA[
WILSON, EM
DATE OF DEATH (MM-DD-Year)
05/27/2004
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 4 0 0 5
2 5
SOCIAL SECURrr¥ NUMBER
1 8 8-2 0-6 2 9 6
DATE OF BIRTH (MM-DD-Year) TUIS RETURN MUST BE FILED IN DUPliCATE WITH THE
04/06/1926 REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL} SOCIAL SECURITY NUMBER
[] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Ream (dste ofdealh prbrto 12-13-82)
[] 4. kimitad Estata [] ~a. Future Intamst Compromise I~ o~ ae~r,~-,~-o31 [] 5. Federal Eatata Tax Rotum Required
[] 6. Decedent Died Testate (^tta~copyofwi,) [] 7. DecedentMaintainedaLivingTrust(^~achcopvofTru~t) __ 8. TotalNumberofSafeDepositBoxes
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date ~ death between 12.31-91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
z
NAME
HAROLD S. IRWIN~ III
FIRM NAME {If Applicable)
IRWIN LAW OFFICE
COMPLETE MAILING ADDRESS
64 SOUTH PITT STREET
CARLISLE PA 17013
TELEPHONE NUMBER
717-243-6090
1. Real Estate (Schedule A) (I)
2. Stocks and Bonds (Schedule B) (2)
3. Clesely Held Corporation, Padnemhip or Bole-Pmpdetorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Rank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. JoinSy Owned Proper~ (Schedule F) (6)
] Separate Billing Requested
7. inter-Vivos Transfem & Miscellaneous Non-Probata Properly (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) {10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
113~500.00 I
31,233.68 /
~ ~'~i 0.00~ ~
~,§57.18 ~
~,,610.6S ~
(6)
25~909,50
5~414.48
(11)
OFFICIAL USE ONLY
14. Net Value Subject to Tax (Line 12 minus Line 13)
281~597.68
31~323.98
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at Uqe spousal tax
rate, or tmnsfem under Sec. 9116 (a)(1.2)
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
20. []
(12) 250,273.70
(13) 0.00
(14) 250~273.70
x (15) 0.00
250,273.70 x .O45 (16) 11~262.32
0.00 x .12 (17) O.00
0.00 x .ts (ts) 0.00
(19) 1 1 ~262.32
: : > >:; BE SURE TOANSWEEALE:QUESTIONS ON REVERSE SIDE
~ecedent's Complete Address:
131 DARR AVENUE
CITY
CARLISLE
'rax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2, Credits/Payments
A, Spousal Poverty Credit
B. Prior Payments
C. Discount
563.11
I STATE PA I ZIP 17013
(1)
11,262.32
3. Interest/Penalty if applicable Total Credits ( A + B + C ) (2)
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 1 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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE, (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
563.11
0.00
0.00
10~699.21
10~699.21
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... [] []
b. retain the dght 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 proparty 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 penury, I declare that I have examined th s return, ncJu~n~ accompanying schedules and siaternents and o the b~st of my know edge and belief, it is true co ec and complete.
Declaration of preparer other than the personal representative is based on all i..0~wmt~o~p~ which preparer has shy knowledge.
SI~IATURE OF PEBSON RESPONSIBLE FOR FILING RETU~,~ ~ ! ,] .'-3 .., DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 {a} (I. 1 ) (ii)I.
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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-ooe years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116{1.2) [72 P.S. §9116{a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
WILSON. EM 21 04 00525
All mai pr~,~.~,ty owned solely or as a ;=ii.,,; in ceil~,r~u,, 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 know~edge of the relevant facts.
Real property which Is Iolntly-owned with right of sun~ivorship must be dl.nln~d on Schedule F.
ITEM
NUMBER
DESCRIPTION
HOUSE AND LOT AT 131 DARR AVENUE, CARLISLE, PA 17013
Value Based on Sale Price
See HUD-1 Attached as Exhibit "B"
VALUE AT DATE
OF DEATH
113,500.00
TOTAL (Also enter on line 1, Recapitulation) $ 113,500.0~
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILSON. EM
FILE NUMBER
21 04
$CI'IEBULE B
STOCKS & BONDS
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
00525
ITEM
NUMBER
1.
SERIES E US SAVINGS BOND
DESCRIPTION
See Bank Reconciliation Attached as Exhibit "C"
VALUE AT DATE
OF DEATH
31,233.68
TOTAL (Als° enter °n line 2' Recapitulati°n) i $ 31,233.68
(If more space is needed, insert additional sheets of the same size)
REV-1504 EX + (6-98)
, SCHEDULE C
CLOSELY-HELD CORPORATION,
COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR
INHERITANCE TAX RETURN
RESIDENT DECEDENT SOLE-PROPRIETORSHIP
ESTATE OF
WILSON. EM
FILE NUMBER
21 04 00525
Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partlerchip interest of the decedent, other than a
sole-proprietership. See instructions for the suppodJng information to be submitted for sole-proprietorships.
ITEM
NUMBER
1.
NONE
DESCRIPTION
VALUE AT DATE
OF DEATH
0.00
TOTAL (Also enter on line 3, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same see)
REV-1507 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
WILSON. EM
FILE NUMBER
21 04 00525
All property jointly-owned with the right of survivorship must be disclosed on Schedule F,
VALUE AT DATE
DESCRIPTrON OF DEATH
NONE 0.00
ITEM
NUMBER
1.
TOTAL (Also enter on line 4, Recapitulatior $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
WILSON. EM
FILE NUMBER
21 04 00525
Include the proceeds of litigation and the date the proceeds we e received by the estate.
All property Jointly-owned with right of sun, ivorshJp must be disclosed on Schedule F.
VALUE AT DATE
DESCRIPTION OF DEATH
BANK OF LANDISBURG
ITEM
NUMBER
2.
3.
4.
5.
6.
7.
8.
9.
12.
13.
Money Market Account No. 2620472
See Bank Letter Attached as Exhibit "D"
E~ANK OF LANDISBURG
Checking Account No. 2632004
See Bank Letter Attached as Exhibit "D"
BANK OF LANDISBURG
Certificate of Deposit No. 700001662
See Bank Letter Attached as Exhibit "D"
BANK OF LANDISBURG
Certificate of Deposit No. 700006922
See Bank Letter Attached as Exhibit "D"
BANK OF LANDISBURG
Certificate of Deposit No. 700009117
See Bank Letter Attached as Exhibit "D"
BANK OF LANDISBURG
Certificate of Deposit No. 700011058
See Bank Letter Attached as Exhibit "D"
1995 PONTIAC GRAND AM AUTOMOBILE
See Kelley Blue Book Values Attached as Exhibit "E"
FURNITURE AND HOUSEHOLD GOOD
Value Based on Appraisal Attached as Exhibit "F"
BANK OF LANDISBURG
Interest Earned on Certificates of Deposit
SPRINT
Refund
CAR INSURANCE
Refund of Unearned Car Insurance Premium
AAA
Refund of Unearned Annual Fee
MEDICARE
Medical Reimbursement
THE PATRIOT
Subscription Refund
REAL ESTATE TAX PRORATION
Sale of Real Estate on 8/23/04
Amount Based on HUD-1 Attached as Exhibit "G"
16,549.09
10,047.79
25,874.50
10,062.45
10,009.95
11,678.10
2,400.00
1,225.00
377.79
11.82
217.00
40.00
264.57
54.40
1,144.72
TOTAL (Also enter on line 5, Recapitulation) $ 89,957.
{If more space is needed, inset/additional sheets of the same size)
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
WILSON. EM 21 04 00525
ff an asset was made joint wiffiln one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS :~ELATIONSHIP TO DECEDENT
CARL L. WILSON 341 NORTH MIDDLESEX ROAD SON
3ARLISLE PA 17013
B JANE V. FREY
c
3410 SPRING ROAD
CARLISLE PA 17013
DAUGHTER
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTf % OF DATE OF DEA]~H
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT ,~)INT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERNS
1. A. 12/27/91 BANK OF LANDISBURG 9,049.04 50. 4,524.5:,
Certificate of Deposit No. 700001614
See Bank Letter Attached as Exhibit "D"
2. A 08/20/98 BANK OF LANDISBURG 10,041.61 50. 5,020.81
Certificate of Deposit No. 700004325
See Bank Letter Attached as Exhibit "D"
3. A 11/03/95 BANK OF LANDISBURG 10,010.62 50. 5,005.31
Certificate of Deposit No. 700005543
See Bank Letter Attached as Exhibit "D"
4. B 11/03/95 BANK OF LANDISBURG 10,010.62 50. 5,005.31
Certificate of Deposit No. 700005544
See Bank Letter Attached as Exhibit "D"
5. B 09/04/97 BANK OF LANDISBURG 10,109.45 50. 5,054.73
Certificate of Deposit No. 700007115
See Bank Letter Attached as Exhibit "D"
TOTAL (Also enter on line 6, Recapitulation) $ 24,610.6~3
(if more space is needed, insert additional sheets of ~fle same size)
REV-1510 EX + (6-98)
COMMONWEALI~H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC, NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
WILSON. EM 21 04 00525
This schedule must be compietsd and flied if the answer to any of questions 1 thro[ h 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLU~ THE NAME OF T~E 1~P. ANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFEFL AT~ACH A COPY OF ~r~E DEE~ FOR REAL ESTATE' VALUE OF ASSET INTEREST (~r ~°~JC~L~) VALUE
1. BANK OF LANDISBURG 9,296.14 100. 3,000.00 6,296.1,
Certificate of Deposit No. 700013689
See Bank Letter Attached as Exhibit "D"
2. GIFT TO JANE V, FREY (Daughter) 8,000.00 100. 8,000.0(
Date of Gift: April 20, 2004
3. GIFT TO JANE V. FREY (Daughter) 8,000.00 100. 8,000.0(
Date of Gift (April 27, 2004)
TOTAL (Aisc enter on line 7 Recapitulation) $ 22~296.1 ,I
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILSON. EM
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
FILE NUMBER
21 04
00525
2.
3.
4.
8.
9.
10.
11.
12.
13.
14.
FUNERAL EXPENSES:
NICKEL FUNERAL HOME
CARL L. WILSON - Reimbursement for Funeral Expenses
REV. DARREL JUSTH - Fineral Services
ST. MATTHIAS UCC - Women's Guild Memorial Services
ADMINISTRATIVE COSTS:
Pemonal Representative's Commissions
Name of Personal Repmssntative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Sffeet Address
City State
Year(c) Commission Paid:
AttomeyFees IRWIN LAW OFFICE
Family Exemption: (If decedent's address is not the same as claimant's, attach e~lanafion)
Claimant
Zip ¸
Street Address
City State Zip
Relalionship of Claimant to Decedent
Probate Fees REGISTER OF WILLS
Tax Return Preparers Fees
REGISTER OF WILLS - File Inventory and Appraisement
YORK WASTE DISPOSAL, INC. - Trash Removal
ROBIN K. SOLLENBERGER - Real Estate Taxes
WILLIAM G. ROWE - Personal Property Appraisal
HAROLD S. IRWIN, III - Notary Fees
PENNSYLVANIA DEPARTMENT OF REVENUE - Real Estate Transfer Tax
GOOD'S CLEANING SERVICE - Cleaning Real Estate for Sale
REAL ESTATE SALE COSTS - Contribution to Buyer's Costs
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
7,242.32
87.91
200.00
200.00
12,200.00
313.00
25.00
37.77
1,211.00
45.00
10.00
567.50
37O.O0
3,400,00
25,909.50
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
WILSON. I~M
ITEM
NUMBER
2.
3.
4.
5.
6.
21
04
00525
Include unmimbursed medical expenses,
DESCRIPTION
DISCOVER
Revolving Credit Account Payoff
THE PATRIOT NEWS
Newspaper Subscription
PP&L
Electric Bills
SPRINT
Telephone Bill
NORTH MIDDLETON AUTHORITY
Water and Sewer bill
UNREIMBURSED MEDICAL BILLS
See List Attached at Exhibit "H"
TOTAL (Also enter on line 10, Recapitulation) $
VALUE ATDATE
OF DEATH
69.64
2.33
153.73
52.27
159.80
4,976.71
5,414.41~
(If more space is needed, insert additional sheets of t~e same size)
COMMONWEALTH OFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENTDECEDENT
ESTATE OF
SCHEDULEJ
BENEFICIARIES
FILE NUMBER
WILSON EM
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outfight spousal distributions and transfem unde
Sec. 9116 (a) .2
CARL L. WILSON
341 North Middlesex Road
Carlisle, PA 17013
JANE V. FREY
3410 Spring Road
Carlisle, PA 17013
21 04 O05;Z~
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
Lineal
Lineal
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
NONE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NONE
TOTAL OF PART [! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
0.00
0.00
0.0{~
(If more space is needed, Jnser~ additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
EDNA M. WILSON
I, EDNA M. WILSON, of Box 121, Loysville, Tyrone Township, Perry
County, Pennsylvania, being of sound and disposing mind, memory, and
understanding, do hereby make, publish, and declare this my Last Will
and Testament, hereby expressly revoking all other writings in nature
testamentary by me at any time heretofore made.
FIRST: I direct that all my debts and funeral expenses be paid
as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed of
herein, shall be paid from my residuary estate.
THIRD: I hereby give, bequeath and devise all the rest and
residue of my estate and property, real, personal and mixed, of what-
soever nature and wheresoever situated, of which I may die seised or
possessed or to which I may be entitled or of which I may have the
right to dispose at the time of my death, absolutely and in fee simple
to my husband, Samuel C. Wilson, if he is living at the time of my death.
FOURTH: In the event that my husband is not living at the time of
my death, or in the event that he and I shall die simultaneously, then I
give, bequeath and devise all my property to my two children, Carl L.
(SEAL)
PAGE ONE OF TWO
,4TMENT OF HOUSING & URIS,a~I DEVELOPMENT 1.~]FHA 2.F~FmHA 3. ~]CONV. UNINS. 4. r-]VA 5. r~CONV. INS.
SETTLEMENT STATEMENT 2004080200MSS; 17~-~ d -~ -~ -~29
208. 508.
The undersigned hereby acknowledge receipt of a cOmpleted copy of pages 1 &2 of this statement & any attachments referred to herein.
p~age 2
L. St: i I LEMENT CHARGES
~n of Commission (line 700) as Follows:
to
.00. ITEMS PAYAJBLE IN CONNECTION WITH LOAN
801. Loan OHglnation Fee % to Chase Manhattan Mortgage Corp.
802. Loan Discount 2.0000 % to Cody Financial Mortgage Services, Inc.
803, AFF,~:~ Fee
to Cody Financial Mortgage Services, Inc.
to Cody Financial Mortgage Services, ~nc.
to Chase Manhattan Mortgage Corp.
804. Pr~.~&&;i~g Fee
805. Under'~dflng Fee.
275.00
50.00
808. Tax Servlce Fee. to lstAmaHcan TaxSarvices 08.00
807. Life of Loan Flood Cart to 1st American Flood Services 7.0C
808. Flood Cart Fee to 1st Amaflcan Flood Services 11.0~
809. Yield Spread Pram. Pd By CMMC
810. BrokerBonus
POC $1,276,68b
POC $128.00b
POC $333.00b 174.87
1004. Coun~Taxes 7.000
1006.
1007. School 3.000
1008. ARRreRata Adlustment
t 100. TITLE CHARGES
months (~ $ 27.75 per month
months (~ $ per month
months ~ $ pet month
months ~ $ 26,49 per month
months ~ $ per month
months ~ $ per month
months t'~ $ 100.52 Der month
months ~ $ per month
83,25
188.43
-106.07
302.76
1101. Transportation Fee
1102, Service Rendered Fee
After 6:00 PM
20.00
1114. Express Overnight Fee
$ 113,500.00 928.75
1110. Owners Coverage $ 113,500.00
to Mortgage :Settlement Services, [nc.
to Mortgage Settlement Services, Ino.
15.00
1116. Closing Protection Letter to Stewart Title 35.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
Releases $
1201. Recording Fees: Deed $ 38.60; Mortgage $ 72,50;
1202. City/Count,/Tax/$[o,,,t,~. Deed 567.50; Mortgage
1203. State Tax/Stamps: Revenue Stamps 587.50; Mortgage
111.00
567.50
20.00
567.50
ant Agent
( 2004080200MS;B / 2004080200MSS 126 )
Savings Bond Calculator Page 1 of 3
107/2004
Series Denomination
Bonds _T.J $i25
Serial Number Issue Date
# Bonds Total Price Total Interest
60 $1,125.00 $4,473.91
Issue
Serial Number IssueDate Series Denom Price
482 10/1977 E $25 $18.75
910 11/1977 E 25 18.75
340 11/1977 E 25 18.75
781 12/1977 E 25 18.75
213 12/1977 E 25 18.75
637 01/1978 E 25 18.75
049 01/1978 E 25 18.75
477 02/1978 E 25 18.75
907 02/1978 E 25 18.75
300 03/1978 E 25 18.75
704 03/1978 E 25 18.75
121 04/1978 E 25 18.75
535 04/1978 E 25 18.75
586 04/1978 E 25 18.75
989 05/1978 E 25 18.75
388 05/1978 E 25 18.75
786 06/1978 E 25 18.75
190 06/1978 E 25 18.75
593 07/1978 E 25 18.75
999 07/1978 E 25 18.75
079 08/1978 E 25 18.75
493 08/1978 E 25 18.75
905 09/1978 E 25 18.75
325 09/1978 E 25 18.75
733 09/1978 E 25 18.75
130 10/1978 E 25 18.75
526 10/1978 E 25 18.75
938 11/1978 E 25 18.75
Total Value YTD In,
$5,598.91 $124.
Interest Next Final
Interest Value Rate Accrual Maturity
$102.84 $121.59 4.00% 10/2004 10/2007
92.76 111.51 4.00% 11/2004 11/2007
92.76 111.51 4.00% 11/2004 11/2007
93.07 111.82 4.00% 12/2004 12/2007
93.07 111.82 4.00% 12/2004 12/2007
93.07 111.82 4.00% 01/2005 01/2008
93.07 111.82 4.00% 01/2005 01/2008
90.88 109.63 4.00% 08/2004 02/2008
90.88 109.63 4.00% 08/2004 02/2008
76.19 94.94 2.34% 09/2004 03/2008
76.19 94.94 2.34% 09/2004 03/2008
76.19 94.94 2.34% 10/2004 04/2008
76.19 94.94 2.34% 10/2004 04/2008
76.19 94.94 2.34% 10/2004 04/2008
72.30 91.05 4.00% 11/2004 05/2008
72.30 91.05 4.00% 11/2004 05/2008
72.52 91.27 4.00% 12/2004 06/2008
72.52 91.27 4.00% 12/2004 06/2008
72.55 91.30 4.00% 01/2005 07/2008
72.55 91.30 4.00% 01/2005 07/2008
70.76 89.51 4.00% 08/2004 08/2008
70.76 89.51 4.00% 08/2004 08/2008
70.76 89.51 4.00% 09/2004 09/2008
70.76 89.51 4.00% 09/2004 09/2008
70.76 89.51 4.00% 09/2004 09/2008
70.76 89.51 4.00% 10/2004 10/2008
70.76 89.51 4.00% 10/2004 10/2008
71.60 90.35 4.00% 11/2004 11/2008
http://wwws.publicdebt.treas.gov/BC/SB CPrice 7/2/2004
Savin,gs Bond, Calculator Page 2 of 3
349 11/1978 E 25 18.75
739 12/1978 E 25 18.75
132 12/1978 E 25 18.75
526 01/1979 E 25 18.75
924 01/1979 E 25 18.75
641 02/1979 E 25 18.75
018 02/1979 E 25 18.75
394 03/1979 E 25 18.75
775 03/1979 E 25 18.75
152 03/1979 E 25 18.75
217 04/1979 E 25 18.75
577 04/1979 E 25 18.75
909 05/1979 E 25 18.75
253 05/1979 E 25 18.75
962 06/1979 E 25 18.75
308 07/1979 E 25 18.75
642 07/1979 E 25 18.75
298 09/1979 E 25 18.75
982 08/1979 E 25 18.75
318 08/1979 E 25 18.75
662 09/1979 E 25 18.75
987 09/1979 E 25 18.75
605 10/1979 E 25 18.75
935 10/1979 E 25 18.75
241 11/1979 E 25 18.75
563 11/1979 E 25 18.75
853 12/1979 E 25 18.75
154 12/1979 E 25 18.75
449 01/1980 E 25 18.75
754 01/1980 E 25 18.75
019 02/1980 E 25 18.75
250 02/1980 E 25 18.75
[??_v[_~l I V,ew,ng Bonds 1-60
71.60
71.85
71.85
71.86
71.86
7O.08
70.08
70.08
70.08
70.08
70.08
70.08
70.94
70.94
71.15
71.15
71.15
69.39
69.39
69.39
69.39
69.39
69.39
69.39
70.22
70.22
70.22
70.22
70.22
70.22
68.47
68.47
90.35
90.60
90.60
90.61
90.61
88.83
88.83
88.83
88.83
88.83
88.83
88.83
89.69
89.69
89.90
89.90
89.90
88.14
88.14
88.14
88.14
88.14
88.14
88.14
88.97
88.97
88.97
88.97
88.97
88.97
87.22
87.22
4.00% 11/2004 11/2008
4.00% 12/2004 12/2008
4.00% 12/2004 12/2008
4.00% 01/2005 01/2009
4.00% 01/2005 01/2009
4.00% 08/2004 02/2009
4.00% 08/2004 02/2009
4.00% 09/2004 03/2009
4.00% 09/2004 03/2009
4.00% 09/2004 03/2009
4.00% 10/2004 04/2009
4.00% 10/2004 04/2009
4.00% 11/2004 05/2009
4.00% 11/2004 05/2009
4.00% 12/2004 06/2009
4.00% 01/2005 07/2009
4.00% 01/2005 07/2009
4.00% 09/2004 09/2009
4.00% 08/2004 08/2009
4.00% 08/2004 08/2009
4.00% 09/2004 09/2009
4.00% 09/2004 09/2009
4.00% 10/2004 10/2009
4.00% 10/2004 10/2009
4.00% 11/2004 11/2009
4.00% 11/2004 11/2009
4.00% 12/2004 12/2009
4.00% 12/2004 12/2009
4.00% 01/2005 01/2010
4.00% 01/2005 01/2010
4.00% 08/2004 02/2010
4.00% 08/2004 02/2010
Note Description
NI Not Issued
NE Not Eligible for Payment
http://wwws.publicdebt.treas.gov/BC/SBCPrice 7/2/2004
Saving, s Bond Calculator Page 1 of 3
]0712004
Series Denomination
IE Bo,d '_1' $125
# Bonds Total Price
63 $1,181.25
Serial Number Issue Date Series Denom
Q6015157181E 06/1975 E $25 $18.75
Q6015157709E 06/1975 E 25 18.75
Q6015158189E 07/1975 E 25 18.75
Q6015158680E 07/1975 E 25 18.75
Q6016204183E 08/1975 E 25 18.75
Q6016204707E 08/1975 E 25 18.75
Q6016205211E 09/1975 E 25 18.75
Q6016205694E 09/1975 E 25 18.75
Q6023866175E 10/1975 E 25 18.75
Q6023866669E 10/1975 E 25 18.75
Q6023867176E 11/1975 E 25 18.75
Q6023867176E 11/1975 E 25 18.75
Q6023867691E 11/1975 E 25 18.75
Q6041083144E 11/1975 E 25 18.75
Q6041083637E 12/1975 E 25 18.75
Q6055667124E 12/1975 E 25 18.75
Q6055667629E 01/1976 E 25 18.75
Q6055668118E 01/1976 E 25 18.75
Q6055668586E 02/1976 E 25 18.75
Q6068946034E 02/1976 E 25 18.75
Q6068946535E 03/1976 E 25 18.75
Q6068947013E 03/1976 E 25 18.75
Q6068947497E 04/1976 E 25 18.75
Q6068947941E 04/1976 E 25 18.75
Q6082409416E 05/1976 E 25 18.75
Q6082409872E 05/1976 E 25 18.75
Q6082410359E 05/1976 E 25 18.75
Q6082410834E 06/1976 E 25 18.75
Serial Number
Total Interest Total Value
$6,671.09 $7,852.34
Issue Interest
Price Interest Value Rate
$109.23 $127.98 4.00%
109.23 127.98 4.00%
109.23 127.98 4.00%
109.23 127.98 4.00%
106.72 125.47 4.00%
106.72 125.47 4.00%
106.72 125.47 4.00%
106.72 125.47 4.00%
106.72 125.47 4.00%
106.72 125.47 4.00%
107.95 126.70 4.00%
107.95 126.70 4.00%
107.95 126.70 4.00%
107.95 126.70 4.00%
108.23 126.98 4.00%
108.23 126.98 4.00%
108.24 126.99 4.00%
108.24 126.99 4.00%
105.75 124.50 4.00%
105.75 124.50 4.00%
105.75 124.50 4.00%
105.75 124.50 4.00%
105.75 124.50 4.00%
105.75 124.50 4.00%
106.93 125.68 4.00%
106.93 125.68 4.00%
106.93 125.68 4.00%
107.21 125.96 4.00%
Issue Date
YTD In
$178.
Next Final
Accrual Maturit3
12/2004 06/2005
12/2004 06/2005
01/2005 07/2005
01/2005 07/2005
08/2004 08/2005
08/2004 08/2005
09/2004 09/2005
09/2004 09/2005
10/2004 10/2005
10/2004 10/2005
11/2004 11/2005
11/2004 11/2005
11/2004 11/2005
11/2004 11/2005
12/2004 12/2005
12/2004 12/2005
01/2005 01/200~
01/2005 01/200~
08/2004 02/200{
08/2004 02/200~
09/2004 03/200~
09/2004 03/200~
10/2004 04/200{
10/2004 04/200(
11/2004 05/200(
11/2004 05/200(
11/2004 05/200~
12/2004 06/200~
http://wwws.publicdebt.treas.gov/BC/SBCPrice 7/1/2004
.~gs Bond Calculator Page 2 of 3
Q6092055285E 06/1976 E 25 18.75 107.21 125.96 4.00%
Q6092055743E 07/1976 E 25 18.75 107.19 125.94 4.00%
Q6092056221E 07/1976 E 25 18.75 107.19 125.94 4.00%
Q6092056689E 08/1976 E 25 18.75 104.72 123.47 4.00%
Q6106372196E 08/1976 E 25 18.75 104.72 123.47 4.00%
Q6106372679E 09/1976 E 25 18.75 104.72 123.47 4.00%
Q6112377176E 09/1976 E 25 18.75 104.72 123.47 4.00%
Q6112377664E 10/1976 E 25 18.75 104.72 123.47 4.00%
Q6112378167E 10/1976 E 25 18.75 104.72 123.47 4.00%
Q6112378643E 10/1976 E 25 18.75 104.72 123.47 4.00%
Q6133950125E 11/1976 E 25 18.75 105.92 124.67 4.00%
Q6133950595E 11/1976 E 25 18.75 105.92 124.67 4.00%
Q6133951078E 12/1976 E 25 18.75 106.28 125.03 4.00%
Q6133951549E 12/1976 E 25 18.75 106.28 125.03 4.00%
Q6150076032E 01/1977 E 25 18.75 106.28 125.03 4.00%
Q6150076469E 01/1977 E 25 18.75 106.28 125.03 4.00%
Q6150076946E 02/1977 E 25 18.75 103.82 122.57 4.00%
Q6150077872E 03/1977 E 25 18.75 103.82 122.57 4.00%
Q6150077401E 02/1977 E 25 18.75 103.82 122.57 4.00%
Q6161206331E 03/1977 E 25 18.75 103.82 122.57 4.00%
Q6161206777E 04/1977 E 25 18.75 103.82 122.57 4.00%
Q6161207207E 04/1977 E 25 18.75 103.82 122.57 4.00%
Q6161207683E 04/1977 E 25 18.75 103.82 122.57 4.00%
q6161208124e 05/1977 E 25 18.75 105.04 123.79 4.00%
q6161208584e 05/1977 E 25 18.75 105.04 123.79 4.00%
q6182914011e 06/1977 E 25 18.75 105.30 124.05 4.00%
q6182914461e 06/1977 E 25 18.75 105.30 124.05 4.00%
q6182914892e 07/1977 E 25 18.75 105.28 124.03 4.00%
q6182915357e 07/1977 E 25 18.75 105.28 124.03 4.00%
q6182915811e 08/1977 E 25 18.75 102.84 121.59 4.00%
q6191459261e 08/1977 E 25 18.75 102.84 121.59 4.00%
q6191459705e 09/1977 E 25 18.75 102.84 121.59 4.00%
q6191460163e 09/1977 E 25 18.75 102.84 121.59 4.00%
q6191460608e 10/1977 E 25 18.75 102.84 121.59 4.00%
q6204194070e 10/1977 E 25 18.75 102.84 121.59 4.00%
?_i~u~,.!~ l Viewing Bonds 1-63
12/2004 06/200(
01/2005 07/200~
01/2005 07/200~
08/2004 08/200(
08/2004 08/200(
09/2004 09/200{
09/2004 09/200~
10/2004 10/200(
10/2004 10/200(
10/2004 10/200(
11/2004 11/200~
11/2004 11/200(
12/2004 12/200~
12/2004 12/200(
01/2005 01/2005
01/2005 01/2005
08/2004 02/2005
09/2004 03/2005
08/2004 02/2005
09/2004 03/2005
10/2004 04/2005
10/2004 04/2005
10/2004 04/2005
11/2004 05/2005
11/2004 05/2005
12/2004 06/2005
12/2004 06/2005
01/2005 07/2005
01/2005 07/2005
08/2004 08/2005
08/2004 08/200~
09/2004 09/2005
09/2004 09/2005
10/2004 10/2005
10/2004 10/2005
http://wwws.publicdebt.treas.gov/BC/SBCPrice 7/1/2004
~_..-~avings Bond Calculator
106/2004 i~"tei
Page 1 of 2
Savim
Series Denomination
Bonds .zJ S12s
Serial Number
Issue Date
# Bonds Total Price Total Interest
39 $731.25 $6,284.43
Issue
SeriaINumber Issae Date Series Denom Price
q1996564386e 05/1963 E $25 $18.75
q2003579097e 06/1963 E 25 18.75
q2003587910e 06/1963 E 25 18.75
q2124241418e 07/1965 E 25 18.75
q2132429177e 07/1965 E 25 18.75
q2559312246e 04/1971 E 25 18.75
q2132438076e 07/1965 E 25 18.75
q2008302924e 07/1963 E 25 18.75
q2008293901e 07/1963 E 25 18.75
q2009997819e 08/1963 E 25 18.75
q2017901854e 10/1963 E 25 18.75
q2017910691e 10/1963 E 25 18.75
q2022447641e 11/1963 E 25 18.75
q2022542656e 11/1963 E 25 18.75
q2026798581e 12/1963 E 25 18.75
q2026832433e 12/1963 E 25 18.75
q2031239276e 01/1964 E 25 18.75
q2031262930e 01/1964 E 25 18.75
q2040299853e 02/1964 E 25 18.75
q2040308762e 02/1964 E 25 18.75
q2138242157e 08/1965 E 25 18.75
q2138546264e 08/1965 E 25 18.75
q2138551987e 09/1965 E 25 18.75
q2149572849e 10/1965 E 25 18.75
q2149581981e 10/1965 E 25 18.75
q2154901150e 11/1965 E 25 18.75
q2154910302e 11/1965 E 25 18.75
q2143576869e 09/1965 E 25 18.75
Total Value
$7,015.68
Interest
Interest Value Rate
$199.54 $218.29
201.20 219.95
201.20 219.95
160.06 178.81 2.34%
160.06 178.81 2.34%
t07.85 126.60
160.06 178.81 2.34%
201.20 219.95
201.20 219.95
203.36 222.11
204.42 223.17
204.42 223.17
204.42 223.17
204.42 223.17
205.80 224.55
205.80 224.55
205.80 224.55
205.80 224.55
207.96 226.71
207.96 226.71
156.46 175.21 2.59%
156.46 175.21 2.59%
157.37 176.12 2.59%
155.33 174.08 2.34%
155.33 174.08 2.34%
155.33 174.08 2.34%
155.33 174.08 2.34%
157.37 176.12 2.59%
YTD In,
$32.~
Next Final
Accrual Maturit)
05/2003
06/2003
06/2003
10/2004 07/2005
10/2004 07/2005
04/2001
10/2004 07/2005
07/2003
07/2003
08/2003
10/2003
10/2003
11/2003
11/2003
12/2003
12/2003
01/2004
01/2004
02/2004
02/2004
11/2004 08/2005
11/2004 08/2005
12/2004 09/2005
07/2004 10/2005
07/2004 10/2005
08/2004 11/2005
08/2004 11/2005
12/2004 09/2005
http://wwws.publicdebt.treas.gov/BC/SBCPrice 6/24/2004
.virtgs Bov. d Calculator Page 2 of 2
q2547171628e 02/1971 E 25 18.75 107.85
q2559301846e 03/1971 E 25 18.75 107.85
q2559307085e 03/1971 E 25 18.75 107.85
q2564626159e 04/1971 E 25 18.75 107.85
q2564631362e 05/1971 E 25~ 18.75 107.85
q2611449540e 01/1972 E 25 18.75 107.13
q2611450148e 01/1972 E 25 18.75 107.13
q2611450633e 02/1972 E 25 18.75 107.42
q2611451133e 02/1972 E 25 18.75 107.42
q2611451669e 03/1972 E 25 18.75 107.44
q2622902404e 01/1972 E 25 18.75 107.13
Viewing Bonds 1-39
126.60
126.60
126.60
126.60
126.60
125.88
125.88
126.17
126.17
126.19
125.88
02/2001
03/2001
03/2001
04/2001
05/2001
01/2002
01/2002
02/2002
02/2002
03/2002
01/2002
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
Please rate this service.
(Please print and/or save this page before submitting your survey)
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Savings Bond Calculator
_ Submit Survey I..Resetl
http://u~wvs.publicdebt.treas.gov/BC/SB CPrice 6/24/2004
~_ S~avings Bond Calculator Page 1 of 2
0612004
Sa '
Series
IE Bonds
Denomination Serial Number
_ri $125 '_.1 I
Issue Date
# Bonds
45
Serial Number
q5138552740e
q5138552237e
q5125704730e
q5125704260e
q5117811776e
q5117811244e
q5112558718e
q5112558244e
q5111080757e
q5111080283e
q5097134748e
q5097134193e
q5090249671e
q5090249174e
q5090248639e
q5090248078e
q5081969505e
q5075024970e
q5075023929e
q5075023361e
q5075024455e
q5063620843e
q5063620326e
q5056726842e
q5056726332e
q5056725783e
q5056725243e
q5043746745e
Total Price Total Interest Total Value
5;843.75 $4,966.95 $5,810.70
Issue Interest
Issue Date Series Denom Price Interest Value Rate
12/1973 E $25 $18.75 $109.73 $128.48
11/1973 E 25 18.75 113.01 131.76
11/1973 E 25 18.75 113.01 131.76
10/1973 E 25 18.75 113.01 131.76
10/1973 E 25 18.75 113.01 131.76
09/1973 E 25 18.75 113.01 131.76
09/1973 E 25 18.75 113.01 131.76
08/1973 E 25 18.75 112.99 131.74
08/1973 E 25 18.75 112.99 131.74
07/1973 E 25 18.75 112.71 131.46
07/1973 E 25 18.75 112.71 131.46
06/1973 E 25 18.75 111.45 130.20
06/1973 E 25 18.75 111.45 130.20
05/1973 E 25 18.75 111.14 129.89
05/1973 E 25 18.75 111.14 129.89
05/1973 E 25 18.75 111.14 129.89
04/1973 E 25 18.75 111.14 129.89
04/1973 E 25 18.75 111.14 129.89
03/1973 E 25 18.75 111.14 129.89
02/1973 E 25 18.75 111.14 129.89
03/1973 E 25 18.75 111.14 129.89
02/1973 E 25 18.75 111.14 129.89
01/1973 E 25 18.75 110.81 129.56
01/1973 E 25 18.75 110.81 129.56
12/1972 E 25 18.75 109.58 128.33
12/1972 E 25 18.75 109.58 128.33
12/1972 E 25 18.75 109.58 128.33
11/1972 E 25 18.75 109.30 128.05
YTD In'
$0.0
Next Final
Accrual MaturiW
12/2003
11/2003
11/2003
10/2003
10/2003
09/2003
09/2003
08/2003
08/2003
07/2003
07/2003
06/2003
06/2003
05/2003
05/2003
05/2003
04/2003
04/2003
03/2003
02/2003
03/2003
02/2003
01/2003
01/2003
12/2002
12/2002
12/2002
11/2002
http://wwws.publicdebt.treas.gov/BC/SBCPrice 6/25/2004
~ngs Bond Calculator Page 2 of 2
q5043746232e 11/1972 E 25 18.75 109.30 128.05
q5029734728e 10/1972 E 25 18.75 109.30 128.05
qS029734179e 10/1972 E 25 18.75 109.30 128.05
qS029733645e 09/1972 E 25 18.75 109.30 128.05
qS029733120e 09/1972 E 25 18.75 109.30 128.05
qS028791636e 08/1972 E 25 18.75 109.30 128.05
qS028791095e 08/1972 E 25 18.75 109.30 128.05
qS028790552e 07/1972 E 25 18.75 109.02 127.77
q5020016031e 05/1972 E 25 18.75 107.44 126.19
q5020824866e 06/1972 E 25 18.75 107.79 126.54
qS020016558e 06/1972 E 25 18.75 107.79 126.54
qS020829502e 07/1972 E 25 18.75 109.02 127.77
qS028790012e 07/1972 E 25 18.75 109.02 127.77
q5012988673e 05/1972 E 25 18.75 107.44 126.19
qS004829642e 04/1972 E 25 18.75 107.44 126.19
qS004829152e 04/1972 E 25 18.75 107.44 126.19
q5004822158e 03/1972 E 25 18.75 107.44 126.19
[~!?~'i~[il Viewing Bonds 1-45
11/2002
10/2002
10/2002
09/2002
09/2002
08/2002
08/2002
07/2002
05/2002
06/2002
06/2002
07/2002
07~002
05/2002
04/2002
04/2002
03/2002
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
Please rate this service.
(Please print and/or save this page before submitting your survey)
Service Excellent Good Fair Poor
Savings Bond Calculator c' C' c' ~,
_ SubmitSun/eY,,r I_Rese!,J
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~ ~avings Bond Calculator Page I of 2
Savinc
Series Denomination
Bonds _~ $[25 I
Serial Number
Issue Date
# Bonds Total Price Total Interest
Serial Number Issue Date Series Denom Price
q5250571667e 05/1975 E $25 $18.75
q5250571154e 05/1975 E 25 18.75
q5250570656e 05/1975 E 25 18.75
q5250570172e 04/1975 E 25 18.75
q5248850648e 04/1975 E 25 18.75
q5248850110e 03/1975 E 25 18.75
q5248849609e 03/1975 E 25 18.75
q5248849102e 02/1975 E 25 18.75
q5230424609e 02/1975 E 25 18.75
q5230424080e 01/1975 E 25 18.75
q5230423561e 01/1975 E 25 18.75
q5230423034¢ 12/1974 E 25 18.75
q5218319547e 12/1974 E 25 18.75
q5218319035e 11/1974 E 25 18.75
q5218318490e 11/1974 E 25 18.75
q5198947895e 11/1974 E 25 18.75
q5198947379¢ 10/1974 E 25 18.75
q5198946878e 10/1974 E 25 18.75
q5198946387e 09/1974 E 25 18.75
q5190708857e 09/1974 E 25 18.75
q5190708322e 08/1974 E 25 18.75
q5190707819e 08/1974 E 25 18.75
q5190707304e 07/1974 E 25 18.75
q5182577799e 07/1974 E 25 18.75
q5182577276e 06/1974 E 25 18.75
q5174613719e 06/1974 E 25 18.75
q5174613214e 06/1974 E 25 18.75
..... ~,I~/~ E Lo i~.73
Total Value
Interest Value Rate
$108.93 $127.68 4.00%
108.93 127.68 4.00%
108.93 127.68 4.00%
107.71 126.46 4.00%
107.71 126.46 4.00%
107.71 126.46 4.00%
107.71 126.46 4.00%
107.71 126.46 4.00%
107.71 126.46 4.00%
107.71 126.46 4.00%
107.71 126.46 4.00%
110.26 129.01 4.00%
110.26 129.01 4.00%
109.94 128.69 4.00%
109.94 128.69 4.00%
109.94 128.69 4.00%
108.72 127.47 4.00%
108.72 127.47 4.00%
108.72 127.47 4.00%
108.72 127.47 4.00%
108.72 127.47 4.00%
108.72 127.47 4.00%
108.72 127.47 4.00%
108.72 127.47 4.00%
111.27 130.02
111.27 130.02
111.27 130.02
.....
YTD In'
$95.,
Final
Accrual Maturit)
11/2004 05/2005
11/2004 05/2005
11/2004 05/2005
10/2004 04/2005
10/2004 04/2005
09/2004 03/2005
09/2004 03/2005
08/2004 02/2005
08/2004 02/2005
07/2004 01/2005
07/2004 01/2005
12/2004 12/2004
12/2004 12/2004
11/2004 11/2004
11/2004 11/2004
11/2004 11/2004
10/2004 10/2004
10/2004 10/2004
09/2004 09/2004
09/2004 09/2004
08/2004 08/2004
08/2004 08/2004
07/2004 07/2004
07/2004 07/2004
06/2004
06/2004
06/2004
0512004
http://wwws.publicdebt.treas.gov/BC/SBCPrice 6/30/2004
,avings Bond Calculator Page 2 of 2
q5174612738e 05/1974 E 25 18.75 110.96
q5174612265e 05/1974 E 25 18.75 110.96
qS167067735e 04/1974 E 25 18.75 109.73
qS167067215e 04/1974 E 25 18.75 109.73
qS159964717e 03/1974 E 25 18.75 109.73
qS159964233e 03/1974 E 25 18.75 109.73
q5152223745e 02/1974 E 25 18.75 109.73
qS152223235e 02/1974 E 25 18.75 109.73
q5146589698e 01/1974 E 25 18.75 109.73
qS146589226e 01/1974 E 25 18.75 109.73
q5139371747e 12/1973 E 25 18.75 109.73
qS139371269e 12/1973 E 25 18.75 109.73
i~ _~i] I Viewing Bonds 1-40
129.71
129.71
128.48
128.48
128.48
128.48
128.48
128.48
128.48
128.48
128.48
128.48
05/2004
05/2004
04/2004
04/2004
03/2004
03/2004
02/2004
02/2004
01/2004
01/2004
12/2003
12/2003
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
Please rate this service.
(Please print and/or save this page before submitting your survey)
Service Excellent Good Fair Poor
Savings Bond Calculator 0 ~* ~* ~.
......... Submit Survey I ,,,Resett
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L The i anl oFLandisbur
P.O. BOX 179 · LANDIsBURG, PA 17040
ESTABLISHED 1903
Bank records indicate the following account
balances on May 28, 2004 for:
Edna M Wilson
131 Dart Avenue
Carlisle, PA 17013
Acct Sole Jr. Acct. Account
Opened Ownership With Number
04-12-84 Yes
10-11-91 Yes
04-28-92 Yes
10-11-96 Yes
02-17-00 Yes
05-18-01 Yes
12-27-91 No
08-20-98 No
11-03-95 No
11-03-95 No
09-04-97 No
07-10-03 No
Carl L. Wilson
Carl L. Wilson
Carl L. Wilson
Jane V. Frey
Jane V. Frey
Jane V. Frey
2620472
2632004
700001662
700006922
700009117
700011058
7O0OO1614
700004325
700005543
700OO5544
700007115
700013689
SS# 188-20-6296
Type Balance Interest Accrued
Bearing Interest
MMA $16,532.60 Yes $16.49
DDA $10,047.79 No
CD $25,762.28 Yes $112.22
CD $10,000.00 Yes $62.45
CD $10,000.00 Yes $9.95
CD $11,668.51 Yes $9.59
CD $9,000.00 Yes $49.04
CD $10,000.00 Yes $41.61
CD $10,000.00 Yes $10.62
CD $10,000.00 Yes $10.62
CD $10,000.00 Yes $109.45
CD $9,251.74 Yes $44.40
Respectfully,
Community OfficCManage~
LANDISBURG - 717-789-3213
· BLAIN - 536-3118
· SHERMANS DALE - 582-8511
Kelley Blue Book Used Car Values Page 1 of 2
i ICelJey Blue Book
TH~?~,_UST ED ~RC~.~E
BLUE 800K PRIVATE PARTY REPORT
Pennsylvania · June 3, 2004
Engine: 4-Cyl. 2.3 Liter
Trans: 5 Speed Manual
Drive: Front Wheel Drive
Mileage: 40,000
1995 Pontiac Grand Am SE Sedan 4D
Search Listinas for This Car
List Your Car For Sale Online
Buy a New Car
Free Lemon Check
Auto Loans from 3.85% APR
Insurance 0uote
Print "For Sale" Sign
Payment Calculator
Equipment
Air Conditioning
Power Steering
Power Door Locks
AM/FM Stereo
ABS (4-Wheel)
Rear Spoiler
Alloy Wheels
Consumer Rated Condition: Good
"Good" condition means that the vehicle is free of any major defects.
The paint, body and interior have only minor (if any) blemishes, and
there are no major mechanical problems. In states where rust is a
problem, this should be very minimal, and a deduction should be
made to correct it. The tires match and have substantial tread wear
left. A clean title history is assumed. A "good" vehicle will need some
reconditioning to be sold at retail; however major reconditioning
should be deducted from the value. Most recent model cars owned by
consumers fall into this category.
Private Party Value Search Local Listinqs for This Car $2,890
Private Party value represents what you might expect to pay for a used car
when purchasing from a private party. It may also represent the value you
might expect to receive when selling your own used car to another private
party.
Get a Used Car Trade-In V~!ue_
Get Invoice & MSRP on New Car~
Get a Person to Person Auto Loan
http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;087016;PA041 &... 6/3/2004
Kelley Blue Book Used Car Values Page 1 of 2
Glley Blue Book
THE TRUSTED RESOURCE
BLUE BOOK TRADE-IN VALUE
Pennsylvania · June 3, 2004
Engine: 4-Cyl. 2.3 Liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 40,000
1995 Pontiac Grand Am SE Sedan 4D
See Local Listings of This Car
List Your Car For Sale Online
Buy a New Car
Free Lemon Check
Auto Loans from 3.85% APR
[nsurance Ouote
Payment Calculator
Equipment
Air Conditioning
Power Steering
Power Door Locks
AM/FI~I Stereo
ABS (4-Wheel)
Rear Spoiler
Alloy Wheels
Consumer Rated Condition: Good
"Good" condition means that the vehicle is free of any major defects.
The paint, body and interior have only minor (if any) blemishes, and
there are no major mechanical problems. [n states where rust is a
problem, this should be very minimal, and a deduction should be
made to correct it. The tires match and have substantial tread wear
leffc. A clean title history is assumed. A "good" vehicle will need some
reconditioning to be sold at retail; however major reconditioning
should be deducted from the value. Host recent model cars owned by
consumers fall into this category.
Trade. In Value List Your Car For Sale Online $1,875
Trade-in value represents what you might expect to receive from a
dealer for this consumer owned vehicle. Keep in mind that the
dealer must then absorb the cost of making the vehicle ready for
sale, advertising, sales commissions, arranging financing and
insurance and standing behind the vehicle for any mechanical or
safety problems.
Get a Private Party VaJue
Get Invoice & MSRP on New Cam
AdyeJ
http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;331783;PA041&... 6/3/2004
To:
From:
Re:
Harold S. Irwin III, Attorney
64 South Pitt Street
Carlisle, PA 17013
William G. Rowe, Appraiser
211 Old Stone House Rd.
Carlisle, PA 17013
Personal Property Appraisal
Estate of Edna M. Wilson
131 Darr Avenue
Carlisle, PA 17013
Date: July 20, 2004
LINDEN HALL ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE, PA 17013
717-249-1978
LIVING ROOM
3 pc sofa set - older model
Blue recliner- damaged
Pair of lamps
Lamp stands
T.V.
Wall hangings
Knick knacks
DINING ROOM
Trestle table / benches
Small settee bench
Rug
Mirror
KITCHEN
Microwave / stand
Small appliances
Kitchen items
BEDROOM - STORAGE
Stool
Vacuum
Coffee table
Blankets, etc.
Steam vac
Miscellaneous household
BEDROOM - MASTER
Bedroom set
Cabinet
Lamps
Miscellaneous household
$50.00
$10.00
$15.00
$25.OO
$45.OO
$10.00
$10.00
$100.00
$15.00
$20.00
$5.00
$25.00
$20.00
$20.00
$10.00
$10.00
$15.00
$5.00
$40.00
$15.00
$400.00
$10.00
$5.00
$5.00
Wilson Appraisal 1 7/20/2004
BEDROOM
Adjustable single bed
Wheel chair
Stool
BASEMENT
Trunk
Bookcase
Books
Sofa - hide-a-bed
Upholstered chair - old
Pair of lamp stands
Lamps
Desk
Wall hangings
BASEMENT-STORAGE
Kitchen items
Heater
Dishes, etc.
Fan
Chair
Stand
Miscellaneous tools
Books
SHED
Lawn mower
Garden tools
$50.00
$10.00
$5.00
$40.00
$10.00
$10.00
$50.00
$5.00
$20.00
$5.00
$5.00
$5.00
$35.00
$15.00
$10.00
$5.00
$5.00
$5.00
$10.00
$10.00
$20.00
$10.00
TOTAL $1,225.00
William G. Rowe
Wilson Appraisal 2 7/20/2004
OMB NO. 2502-0265
B. TYPE OF LOAN:
,4TMENT OF HOUSING & URB,a~I DEVELOPMENT 1.[~FHA 2.E]FmHA 3. [~CONV. UNINS. 4. E]VA 6. E]CONV. INS.
SETTLEMENT STATEMENT 2004080200MSS[ 1764444429
L. SETTLEMENT CHARGES
in of Commission (line 700) as Follows:
to
803. Appraisal Fee
804. Processtng Fee
805. UnderwHtlng Fee.
to Chase Manhattan Mortga~]e Corp.
to Cody Financial Mortgage Services, Inc.
to Cody Financial Mort~age Services, Inc.
to Cody Financial Mortgage Services, Inc.
to Chase Manhattan Mort~[la~e Corp.
806. Tax Service Fee. to I st American Tax Services
807. Life of Loan Flood cart to I st American Flood Services
808, Flood Cart Fee to 1stAler/can Flood Services
809, Yield Spread Pram, Pd By CMMC
811.
to Cody Financial Mortgage Services, Inc.
to Cody Financial Mortgage Services, Inc.
POC $1,275,88b
POC $128.00b
2,270.00
275,00
50.00
370.00
69,00
7.0C
11.00
g01. interest From 08/23/04 to 03/01/04 ~ $ 19.430000/day ~ g days
%)
POC $333.00b
174.57
904,
g05.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard lnsurance 3.000 months ~'~ $
1004. County Taxes
1005. Assessments
27.75 per month
months ~ $ per month
months ~'~ $ per month
7,000 months ~i~ $ 28.49 per month
months ~ $ per month
83.28
302.75
185.43
1006. months ¢~ $ per month
1007. School 3.000 months (l~ $ 100.92 per month
1008. Apgregata Adjustment months ~ $ per month
1t00. TITLE CHARGES
-106.071
1101. Transportation Fee
1105. Notar,/Fees
1107. Aftomey's Fees
(includes above ibm numbers:
1108. Title Insurance
1110. Owner's Coverage
1111. ALTA Endorsements
1112.
1113.
1114. Express Overnight Fee
1118. Wire Fee
1118, Closing Protection Letter
$ 113,500.00
$ 113.500.00
1117.
1118.
1200. GOVERNMENT RECORDING AND TRANSFER CHAJ~GES
928.75
Aftar G:00 PM
Deed Prep.
2 pkgs~17
20.00
928.75
150.00
34.00
15.00
35.00
1201. Recordin~ Fees: Deed $ 38.50; Mortgage $ 72.50;
1202~ Clt,//Counbj Tax/Stamps: Deed 567.50; Mortgage
1203. state Tax/Stamps: Revenue Stamps 567.50; Mortgage
1204. Recordln~ Service Fee to Mortqaqe RecordlnRAcgount
1205.
tlt.00
557,50
20.00
587.50
1301. Survey to
5,573.49
1302. Pest Inspection to
1303. Final Water/Sewer Bill
1304,
to N. Mlddleton Township
#0108123
7g.g0
1308.
847.40
ESTATE OF EDNA M. WILSON
Unreimbursed Medical Bills
Carlisle Cardiology
Carlisle Digestive Diseases
Carlisle Regional Medical Center
Central Penna Hema and Med
Clark, Timothy A., M.D.
Cresscare Medical
Cumberland Goodwill Ambulance
EKG Associates
Holy Spirit Hospital
Kantor, Robert J., M.D.
Kunkel Surgical Group
Lancaster HMA
Mid Penn Urology
Moffitt Heart and Vascular
Neurological Surgery LTD
Perry Physicians
Pinnacle Health Systems
Quantum Imagery
Vascular Associates
TOTAL
$ 1.74
23.19
708.79
2,100.24
79.37
878.05
56.46
3,48
29.20
38,07
25,45
150,1t
120,65
93,32
27.35
24.17
48t.13
44.63
91.31
$4,976.71
EXHIBIT "H"
REGISTER OF WILLS
CUMBERLAND COUNTY, PA
INVENTORY
Estate of EDNA M. WILSON
also known as
, Deceased
No. 21 04 00525
Date of Death 5/27/2004
Social Security No. 188206296
Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the
pemonal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
vedfy that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: HAROLD S. IRWIN~ III
kD. No.: 29920
Address: 64 SOUTH PITT STREET
CARLISLE PA 17013
Dated AUGUST 2 ~5~2004 -- '~
Telephone: 717-243-6090
Description
HOUSE AND LOT AT 131 DARR AVENUE, CARLISLE, PA
SERIES E US SAVINGS BONDS
BANK OF LANDISBURG
Money Market Account No. 2620472
BANK OF LANDISBURG
Checking Account No. 2632004
BANK OF LANDISBURG
Certificate of Deposit No. 700001662
BANK OF LANDISBURG
Certificate of Deposit No. 700006922
Value
113,500.00
31,233.68
16,549.09
10,047.79
25,874.50
10,062.45
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
EDNA MWILSON
Continuation of Inventory
21
00525
Description of Inventory
Description
BANK OF LANDISBURG
Certificate of Deposit No. 700009117
BANK OF LANDISBURG
Certificate of Deposit No. 700011058
1995 PONTIAC GRAND AM AUTOMOBILE
FURNITURE AND HOUSEHOLD GOODS
BANK OF LANDISBURG
Interest on Certificate of Deposit
BANK OF LANDISBURG
One-half Interest in Certficate of Deposit No. 700001614
Jointly owned with Carl L. Wilson
BANK OF LANDISBURG
One-half Interest in Cerfficate of Deposit No. 700004325
Jointly owned with Carl L. Wilson
BANK OF LANDISBURG
One-half Interest in Certficate of Deposit No. 700005543
Jointly owned with Carl L. Wilson
BANK OF LANDISBURG
One-half Interest in Certficate of Deposit No. 700005544
Jointly owned with Jane V. Frey
BANK OF LANDISBURG
One-half Interest in Certficate of Deposit No. 700007115
Jointly owned with Jane V. Frey
BANK OF LANDISBURG
Certificate of Deposit No. 700013689
Made joint with Jane V. Frey in July, 2003 (less exclusion)
GIFTS MADE TO JANE V. FREY APRIL, 2004
SPRINT
Refund
CAR INSURANCE
Refund of Unearned Car Insurance Premium
Value
10,009.95
11,678.10
2,400.00
1,225.00
377.79
4,524.52
5,020.81
5,005.31
5,005.31
5,054.73
6,296.14
16,000.00
11.82
217.00
E DN,~, M. WILSON
Continuation of Inventory
21
04
00525
I:)escription of Inventory
Description
F~efund of Unearned Annual Fee
MEDICARE
Mledical Reimbursemenet
T HE PATRIOT
Subscription Refund
F~EAL ESTATE TAX PRORATION
Sale of Real Estate on 8/23/04
Value
40.00
264.57
54.40
1,144.72
Grand Tota' $ 281,597.68
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11
NO. CD 004304
IRWIN HAROLD S III
64 SOUTH PITT STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 188-20-6296
FILE NUMBER: 2104-0525
DECEDENT NAME: WILSON EDNA M
DATE OF PAYMENT: 08/25/2004
POSTMARK DATE: 08/25/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 05/27/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $10,699.21
REMARKS:
TOTAL AMOUNT PAID:
$10,699.21
SEAL
CHECK# 9146
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLOgANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
'04 9rCT 15 P2:~d
HAROLD S IRWIN III
IRWIN LAW OFFICE
6~ S PITT ST
CARLISLE PA 17015
DATE 10-19-200~
ESTATE OF WILSON
DATE OF DEATH 05-27-200~
FILE NUNBER 21 0~-0525
COUNTY CUNBERLAND
ACH 101
I Aeount Reeitted
REV-l;47 EX AFP COl-OS)
EDNA N
HAKE CHECK PAYABLE AND RENTT PAYHENT TO:
REGTSTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~'~ RETAIN LONER PORTION FOR YOUR RECORDS ~"~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF NILSON EDHA HFZLE NO. 21 0~-0525 ACN 101 DATE 10-19-200~
TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Hortgeges/Notas Receivable (Schedule D) (4)
g. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (E)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Nortgage Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
12. Net Value of Tax Return
113~500.00
31z233.68
.00
.00
89~957.18
2~z610.68
22z296.1~
(8)
25,909.50
5~111.18
(11)
(12)
15.
14.
NOTE
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Net Value of Estate SubSect to Tax (14)
1~ an assessment ~as issued previously, lines lI, 15 and/or 16, 17,
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of Line 14 at Spousal rata
16. Amount of Line lq taxable at LineaZ/Class A rate (16).
17. Amount of Line 14 et Sibling rata (17).
18. Amount of Line 14 taxable at Collateral/Class B rata (18)
RECEIPT' I DISCOUNT
NUNBER I INTEREST/PEN PAID (-)
CDOO~Oq 56~.12
19. Principal Tax Due
TAX CREPZTS:
PAYHENT
DATE
08-25-200~
· O0 x O0 =
250,275.70 x Oq5=
· O0 x 12 =
· O0 x 15 =
(19)=
AHOUNT PAID
10,699.21
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this fore with your
tax payeant.
281,597.68
3].323.98
250,273.70
.00
250,275.70
18 and 19 will
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
11,262.$2
.00
.00
11,262.$2
11,262.$$
.01CR
.00
.01CR
( IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT IS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 1981 -- 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 far years, the Coeeonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rata on any such futura interest.
To fulfill the requirements of Section Z1~0 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S.
Section 91~0).
Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF #XLLS, AGENT
A refund of a tax credit, ahich aaa not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office
of the Register of Nills, any of the 15 Revenue District Offices, or by calling the special Iq-hour
answering service for forms ordering: 1-B00-561-1050; services for taxpayers ~ith special hearing and / or
speaking needs: 1-B00-~?-~020 [TT only}.
Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as sheen 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. ZBIOZ1, Harrisburg, PA 1711B-1011, 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 Nriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
Zf any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is alZowed.
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this 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 Nhich became delinquent before January 1, 1981 bear interest at the rate of
six [61) percent par annum calculated at e daily rate of .00016~. All taxes which became delinquent on end after
January 1, 1982 will bear interest at a rate ,hich wi1! vary free calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200~ ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rata Factor
~ ZOZ .0005~8 ~T~-8-199X IIX .000501 ~ 91 .000147
1983 161 .O00~B 1991 91 .000147 ZOOZ 61 .000164
1984 llZ .000301 1993-1994 72 .000191 2003 51 .000157
1985 132 .000356 1995-1998 92 .000247 ZO0~ 42 .000110
1986 iOZ .000274 1999 7Z .000191
1987 101 .000174 ZOO0 7Z .000191
--Interest is calculated as follo~s:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELTNI~UENT X DALLY TNTEREST FACTOR
--Any Notice lssued after the tax becomes delinquent a111 reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. Zf payment is made after the interest computation date shoNn on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: EDNA M. WILSON
Date of Death: 5/27/2004
Will No. 21 - 04 - 0525
Admin. No. 2104 - 0525
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:
Yes X No
2 . If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3 . If the answer to No. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No X
b . The separate Orphans' Court No. (if any) for
the personal representative's account is: N/A
c . Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this re rt.
Date: 8/29/2005
-:',J
HAROLD S. IRWIN. III
Name (Please type or print)
64 SOUTH PITT STREET
CARLISLE PA 17013
Address
"
L)
1-
( 717 ) - 2436090
Tel . No .
\~
\'J
Capacity :
Personal Representative
X
Counsel for personal
representative
,
C\
~:::J C,)
ud
...
RELEASE
I, JANE V. FREY, hereby acknowledge that I have this day had and received from
CARL L. WILSON, and JANE V. FREY, executors, and HAROLD S. IRWIN, III, the
legal counsel for the ESTATE OF EDNA M. WILSON, deceased, the final sum of
Twenty-five Hundred Fifty-eight and 02/100 ($2,558.02) Dollars in full satisfaction and
payment of my share in the estate.
AND THEREFORE, I, the said JANE V. FREY, by these presents remise, release, quit
claim, and fOiever discharge the said executors and attorney, their heirs, executors and
administrators, of and from the said share and of and from all actions, suits, payments,
accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any
other act, matter, cause or thing whatever, from the beginning of the world to the day of
the date of these presents.
And I hereby consent and agree that the Orphans' Court of Cumberland County may
discharge the said executor and legal counsel as to this share upon application, without
further notice to me.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
August, 2005.
"24 /t. day of
~Ri<.97 ' (SEAL)
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
On this, the 1..- 4ft. day of August, 2005, before me, the undersigned officer,
personally appeared JANE V. FREY, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that he
executed same for the purposes therein contained.
In witness whereof, I hereunto set my hand and official seal.
(SEAL)
OMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Jane Adams, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Sept. 6, 2008
RELEASE
I, CARL L. WILSON, hereby acknowledge that I have this day had and received from
CARL L. WILSON, and JANE V. FREY, executors, and HAROLD S. IRWIN, III, the
legal counsel for the ESTATE OF EDNA M. WILSON, deceased, the final sum of
Twenty-five Hundred Fifty-eight and 02/100 ($2,558.02) Dollars in full satisfaction and
payment of my share in the estate.
AND THEREFORE, I, the said CARL L. WILSON, by these presents remise, release,
quit claim, and forever discharge the s3!d executors and attorney, their heirs, executors
and administrators, of and from the said share and of and from all actions, suits,
payments, accounts, reckonings, claims and demands whatsoever, for or by reason
thereof, or any other act, matter, cause or thing whatever, from the beginning of the
world to the day of the date of these presents.
And I hereby consent and agree that the Orphans' Court of Cumberland County may
discharge the said executor and legal counsel as to this share upon application, without
further notice to me.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
August, 2005.
Z171- day of
(lJ2fW4
CARL L. WILSON
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
4.71-
On this, the 2 day of August, 2004, before me, the undersigned officer,
personally appeared CARL L. WILSON, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that he
executed same for the purposes therein contained.
In witness whereof, I hereunto set my hand and official seal.
(SEAL)
Public
ONWEALTH OF PENNSYLVANIA
Notarial Seal
Jane Adams, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Sept. 6, 2008
-