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HomeMy WebLinkAbout04-0524Estate of Walter A. Waddell also known as PETITION FOR PROBATE and No. To: Deceased. Social Security No. 201-16-1725' GRANT OF LETTERS Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is,~,~g 18 years of age or older an the executr±x in the last wilt of the above decedent, dated and codicil(s) dated in the named June 22 , 1999 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland . County, P~ennsylvania, with h is last family or principal residence at 1/Z2 Warren St., mew CumlSerland Borough, Cumberland County, Pennsylvania (list street, number and muncipality) DecendgvA., t_.h.en 77 years of age, died May 27, 2004 , g~r atHoly SpxrxL Hospital, E. Pennsboro Tw~ Cumberland County, PA ' 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: Decendent 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: 30,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Susan K. Robenolt ~' 503 S. Third St. ~ Lemoyne, PA 17043 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ] COUNTY OF CUMBERLANDJ~ sg, 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 represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before r~ this ~L~-~. day of ~O_~_ ~:~ ~ister SUSAN K. ROBENOLT No. 5zq Estate 0f WALTER A. WADDELL , Deceased DECREE OF PROBA'fE AND GRANT O~ LETTERS AND NOW , ___~9o-__}c_[ kl~_ , in consideration of the petition on the reverse side h~eof, sadsfao, ory t~roof having been presented before me, IT m D ...... ED that the instrument(s) dated J_ u_ne 22, 1999 described therein be adrrfitted to probate and filed of record as the last wil! ,z7 Walter A. Waddell and Letters Testamentary SUSAN K. ROBENOLT are hereby granted to FEES Probate, Letters, Etc .......... Short Certificates( ) .......... ~~×.,~.. TOTAL Filed . ~ .'. ~ .-. ~.~' ....................... Gerald J. Shekletski #40486 ATTORNEY (Sup. Ct. I.D. No.) 414 Bridge St., New Cumberland, PA 17070 ADDRESS (717) 774-7435 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10329041 No. Local Registrar Date ~05 143 Rev 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ° VITAL RECORDS ~'--;. CERTIFICATE OF DEATH ,sEx so ,AL SEOUR,T;';;;,;;E--,'--""''''"'"' DATE OF O *TH,Mo.,h. Day. y..) NAME OF DECEDENT (First, Middle, Last) I RTH I B RTHP~CE (Ci~ ~d IRatE OF DEATH tC~ o~v one - s~ ~st~ti~s ~ ot~r ~ ~ Mon~s Days~ ~urs Minutes [ (M~ Oay~ Ye~r~ J State ~ F~gn Co~l~) HO~T~: ~ I DIOR' ~. ~'' we. II I I I pece~ ~zo Z~,l~ Lemo--ney , PA I,~,~ ~ ~*,~,~ ~ ~ ~ ~ c ............. I ~ h. I. I,.. ' I .- o ....D ,~..~, O uu~ f u~ u=a~. ~ Cl~, ~RO. T~ OF ~TH ~ FACILI~ ~ME (If not ins~t~i~, give s~t and numbs) lWAS DECEDENT OF HISPANIC ~IGIN? [ RACE - Amen~n I~an, Bia~, ~ite, et, ~nway ~uper~ntenaant I,~oca~ Government 1~2. ~ ~ I'. 1~''') I ( ...... ) 1~4. widowed DECEDENT'SMAILINGADDRESS(SIr~,Ci~n, State, ZipC~e) ~CE~NI'S A~UAL 17a. S~te Penns7Ivania ~ ~c. ~ Yes, de~ liv~ in ~p 1722 Warren Street I"ES~E,CE ~e~nt ~ (S~ inst~ions live in a lZ.NeW Cumberland, PA 17070 IOnot~r~.) 170. C~nty Cnmberland t~..,~p* 17d.~ No, witch a~l limits of NOW Cumb e rland cJty~oro MOTHER'S NAME {First, Mi~e, MaVen S~ame) ~.. Walter L. Waddell ~. Lucretial Walover iNFORMANtS NAME (Ty~dat) [ IN[OEgANI'S MAILING ADDRESS (SW~I, Citron, S~te, Zip C~e) z~. Susan K. Robenolt Iz~. 503 8outh Third Street, Lemoyne~ PA 17043 METHOD OF DIS~SITION DATE OF ~S~SITION I P~CE OF DIS~S T ON- Name ~ ~mete~ Cremat~ LOCAT ON - C yHown Slate Zip C~e ~..on 0 ~,, ~ c..~.,~ ~,,,,om s,.,. 0 i~ ........... , ~ ~.. ~,~ ' ~ , 21l.~~.~ u°ther(S~) LI~NSEE OR PERSON ~12~b- June 1, 2004 I~}ling Green Hemorial Park I~lling Green Hemorial Path SIGN~--~ ~:~ICE ACTING AS SUCH LICENSE NUMBER NAME AND ADDRESS OF FACILI~ Par themore F~ & CS, Inc. ~a. ~~ 22b. ~D 012 8~8 ~ 22c. P.O. Box 431. ~ew Cumberland PA 17070-0431 ~i~~y wh~ ~i~ I To ~ best ~ my ~l~e, death ~ mt ~ time date and pa~ s a ~ I LICENSE NUMBER I~TE SIGNEO ~ysi~an i~ ~ a~e at ti~ of d~ to I (Sig~t~e ~d Title} j I (Mona, Day, Year) It.s 24-~ must be tampered by ' 123l. 2~. I I 2~. CAUSE (Dise~e ~ i~u~ c. ~t initiated events DUE TO (OR AS A C~SEQ~E ~: ', ~6) ~ resating on dea~ ) ~STd PERFORMED?WAS AN AUTOPSY II AVAI~BLE~RE AUTOPSY FINDINGS I MANNER OF DEATH I DATE OF INJURY I TIME OF N JURYI N JURY AT ~RK31 DESCRIBE ~W INJURY ~CURRED PRIOR TO I I (M~, ~y, Yea0 I I ' I I COMPLET,O. OF C~US~ l"*tu~., ~ .o~ ~1 I I I ~l P~CE OF INJURY - A horn fa~ s reet facl~ ofice ~ LOCATION (Str~[ 6i~Eown, ~ate) St'; .......... ~- ~ I~;~"~'~'"~' I~. ' ' ' ' SIGNATU D TITLE OF CE ' ~ ............................................................................ M ~.. -¢¢~ ~/-~ ' Pa.R~O~ ~O ~U ?_C.I_N~ AND- _CE? ~TIFYI .N G .? H YSIClA N (Physic~a, both ~OooUnCthg death and certifying to cause of death) .v ,....., v, my imowleage. Qemm o~culTed at the time, date. and place, and due to the causes(s) and manner aa stated ...................... [] 'MEDICAL EXAMINEPJCORONER On the basis of examination and/or Investigation, In my opinion, death occurred at the time, date, and place, and due to the causes(s and manner as stated ............................................................................................................................................................ [] REGISTRAR'S SIGNATURE AND · LICENSE NUMBER DATE SIGNED (Month Day. Year) NAME AND AOORESSO~pEIPERSON ~O COMPLETED CAUSE OF DEATH (Item 27) Type or Print ,Fl/ DATE FILED (Month, Day, Year) ep\wills\waddell.wa\6-99 LAST WILL AND TESTAMENT OF WALTER A. WADDELL I, WALTER A. WADDELL, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my laSt will and revoke any will previously made by me. ITEM I: I bequeath the sum of Ten Thousand and NO/100 ($10,000.00) Dollars to my son, KENNETH W. LYTER, or his issue, per stirpes. ITEM II: I bequeath the sum of Ten Thousand and NO/100 ($10,000.00) Dollars to my daughter-in-law, YVONNE H. LYTER, or her issue, per stirpes. ITEM III: I devise and bequeath all the rest, residue and remainder of my estate, of every nature and wherever situate, to my daughter, SUSAN K. ROBENOLT, or her issue, per stirpes. ITEM IV: I appoint my Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or Page 1 of 4 to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I appoint my daughter, SUSAN K. ROBENOLT, Executrix of this my last will. Should my daughter, SUSAN K. ROBENOLT, fail to qualify or cease to act as Executrix, I appoint my daughter-in-law, YVONNE H. LYTER, Executrix of this my last will. ITEM VI: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS W~EREOF, I, WALTER A. WADDELL, have hereunto set my hand and seal this ~ % day of P~~ , 1999. / WALTER A. WADDELL SIGNED, SEALED, PUBLISHED and DECLARED by WALTER A. WADDELL, the Testator above named, as and for his Last Will and Testament, and in Page 2 of 4 the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Witness~/ Address ~. [q~ t ~ Address COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, WALTER A. WADDELL, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. WALTER A. WADDELL Sworn to or affirmed to and acknowledged before me by WALTER A. WADDELL, the Testator, this NOTARIAL SEAL ' CONST.~NCE L. KARLI, Notary Public New Cumberland, PA Cumberland Co. My Cornmission Expires April 13, 2003 day of ~ , 1999. Notary Public Page 3 of 4 COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : We, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. Witness/ Sworn to or affirmed to and acknowledged before me ~tnesses, this ~'~/ w day of I NOTARIAL SEAL ...... I CONSTANCE L. K~RLI, No~ Public I ] New Cumberland, PA Cumbohand Co. JMY Commission Expires April 13~ 2003 Notary Public Page 4 of 4 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Walter A. Waddell Date of Death: May 27, 2004 Will No. 2004-00524 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on July 15, 2004. Susan K. Robenolt 503 S. Third St. Lemoyne, PA 17043 Yvonne H. Lyter 406 Sixth St. New Cumberland, PA Kenneth W. Lyter 310 Park Lawn Ct. 17070 Lancaster, PA 17601 / herald J~hekletski, Esquir~ 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: X Personal Representative Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVlDOAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004305 SHEKLETSKI GERALD J ESQ P O BOX E NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 201-16-1725 FILE NUMBER: 2104- 0524 DECEDENT NAME: WADDELL WALTER A DATE OF PAYMENT: 08/26/2004 POSTMARK DATE: 08/26/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 05/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,000.00 REMARKS: CHECK# 8 SEAL TOTAL AMOUNT PAID: $5,000.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 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(11 961 NO. CD 004503 SHEKLETSKI GERALD J ESQ P O BOX E NEW CUMBERLAND, PA 17070 fold !ESTATE INFORMATION: SSN: 201-16-1725 FILE NUMBER: 2104-0524 DECEDENT NAME: WADDELL WALTER A DATE OF PAYMENT: 10/15/2004 POSTMARK DATE: 1 O/15/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $557.91 REMARKS: TOTAL AMOUNT PAID: $557.91 SEAL CHECK# 7746 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH O~ PENHSYLVANIA COUNTY Ot: CLI~,~iaE~LAND ~u~ian_K - Rnhen~ t duly _ E'.-~orP- accord[ag +o !aw, deposes and says fhaf ~e i ~ ~h~ R~u%rlX ~ o~ the E~fafe o~ Walter A. Waddell o{ --- - Ne~ .c~e~land Borough , Cumber~an~ County, Pa., Hecease~ aah fhaf fha eat;re es+ate o~ ~a;~ ~eceSenf, consisting o~ aH fha per:ona~ property a.d real estate, except rea~ estate outside Commonwealth e~ 2emnsy~van~a, aah fhaf fha ~gures oppos;~e each ;~em c~ fha Inventory represent ~f's ~a~r va~ue aece~enf s death Su~an K. Robenolt 503 S. Third St., Lemoyne, PA 17043 Date of Deeth __ __27 May 2004 Day Month Year INSTRUCTIONS !. .A,n ;nventor'/ must be filed wifhin three months after appointmenf of personalrepresenfative. 2, A ~uppJem~nf ~nvenfory must be filed wifh~n fhlrfy days of ~scovery of additional assets. 2. Add~fione{ :heats ma,/ be attached as fo personalty or realty 4, See ArflcJe iV, ~{ducJer~es Act of 1949. Inventory of the real and personal estate of Walter A. Wa~ldell deceased PERSONAL PROPERTY 1. 38 shares Prudential Financial, Inc. common stock 2. M&T Bank checking account number 880034569' 3. Waypoint Bank checking account number 700031257 4. Waypoint Bank savings account number 200078856 2000 Volvo Sedan, VIN YVlTS94D9Y1083453 REAL ESTATE NONE TOTAL PERSONAL PROPERTY AND REAL ESTATE 1,684 16 958 75 497 ~ 10~812 ~2~145i0.0 26,098.'27 REV-15~0EX{~00) COMMONWEALTH OF PENNSYLVANIA DEPAR3MENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 -- 2004. 00524 NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ Waddell, Walter A 201-16-1725 Z t-lLtl DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DO-YEAR) THiS RETURN MUST BE FILED iN DUPLICATE WITH THE Ltl 05/27/2004 12/23/1926 REGISTER OF WILLS LLI F APPLICABLE) SUR~IVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE iNITIAL) SOCIAL SECURITY NUMBER ~ 1. Odginal Return [~ 2. Supplemental Return r~ 3, Remainder Return (date of death prk~ to 12-13-82) I ~ 4. Limited Estate I I 4a. Future Interest Compromise (date of death after 12-12-82) I I 5. Federal Estate Tax Return Required OD 3:a~.J I [ 6, Decedent Died Testale (Attach copy of Will) ~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) -- 8. Total Number of Safe Deposit Boxes THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Gerald J. Shekletski, Esq. FIRM NAME (If ~pli~ble) Stone, Lafaver & Shekletski ~LEPHONE NUMBER 717-774-7435 ICOMPLE~ trAILING ADDRESS 414 Bridge St. I P.O. Box E l~ew Cumberland, PA 17070 1. Real Eetata(ScheduleA) (1) 2, Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Par[nemhip or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash. Bank Deposita & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) ~ Separate Sillin g R~quested 7. Inter-Vivos Transfers & Miscellaneous Non-Pmbata Proper~y (7) (Schedule G o~ L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Scheduta H) (9) 10. Debta of Decedent, Mortgage Liabilities, & Lien$ {Schedule l) (10) 11. Total Deductions (tota~ Lines 9 & 10) 12. 13. 1~684~'16 ca 0iD0 U o. Oo 24~414;11 -~ o o 117,909.55 (8) 13,940.06 1,002.99 (11) (12) (13) Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequeets/Sec 9113 Trusts for which an efection to tax has not been made (Schedule J) OFF~~ ONLY 144,007.82 14,943.05 129~064.77 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 129,064.77 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax 0 . 0 0 rate, or transfers under Sec. 9116 (a)(1.2) x ,00 (15) 16. Amount of Line 14 ta~able at flneel rate 129,084.77 x.04~ (16) t7. Amount of Line 14 taxable at sibling rata 0.00 x.12 (17) 18. Amount of Line 14 taxable at collateral rete 0.00 x.15 (18) 19. Tax Due (19) 0.00 5,807.91 0.00 0.00 5,807.91 · > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: 1722 Warren St. New Cumberland 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 5~000.00 250.00 3. Interest/Penalty if applicable D. Interest 0,00 E. Penalty 0.00 Total Credits (A + B + C) (2) Tota~ Interest/Penalty (D + E) (3) {1) 5,807.91 5,250.00 0.00 557.91 4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line I + 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). 0.0 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGIS/ER OF 144L1_$, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 557.91 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... [~ r~ b. retain the right to designate who shall use the property transferred or its income; ......... ~] c, retain a reversionary interest; or ................................ [~] r~ d. receive the promise for life of either payments, benefits or care? ................. r~] r-~ 2. if death occurred after December 12, 1982, did decedent transfer properbj 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? ................................ r~ E~] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. SIGNATURE PERSON RESPONSIBLE F lNG RETURN DATE ADORESSSO3 S: Thir~ St. Lemon, PA 17043~ ~ A~ORESS 414 Bri~Street New Cumberland, PA 17070 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. § 9916 (a) (t .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 sun~ivfog spouse is 0% [72 P,S. § 9t 16 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the atatuto~y requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefic[a~j. 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 o~ for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P,S. § 9119(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 teast one parent in common with the decedent, whether by blood or adoption. 2w4646 1.000 LAST WILL AND TESTAMENT OF WALTER A. WADDELL I, WALTER A. WADDELL, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I bequeath the sum of Ten Thousand and NO/100 ($10,000.00) Dollars to my son, KENNETH W. LYTER, or his issue, per stirpes. ITEM II: I bequeath the sum of Ten Thousand and NO/100 ($10,000.00) Dollars to my daughter-in-law, YVONNE H. LYTER, or her issue, per stirpes. ITEM III: I devise and bequeath all the rest, residue and remainder of my estate, of every nature and wherever situate, to my daughter, SUSAN K. ROBENOLT, or her issue, per stirpes. ITEM IV: I appoint my Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or Page 1 of 4 to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I appoint my daughter, SUSAN K. ROBENOLT, Executrix of this my last will. Should my daughter, SUSAN K. ROBENOLT, fail to qualify or cease to act as Executrix, I appoint my daughter-in-law, YVONNE H. LYTER, Executrix of this my last will. ITEM VI: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, hand and seal this ~ ~ I, WALTER A. WADDELL, have hereunto set my day of ¢~.~A.~- , 1999. WALTER A. WADDELL SIG~FED, SEALED, Testator above named, PUBLISHED and DECLARED by WALTER A. WADDELL, the as and for his Last Will and Testament, and in Page 2 of 4 the presence of us, who at his presence of each other, have Wi~ss~ Witness~/ COMMONWEALTH OF PENNSYLVANIA: : COUNTY OF CUMBERLAND : request, in his presence and in the subscribed our names as witnesses. Address Addre s s / ~d~O SS: I, WD~LTER A. WADDELL, the Testator whose name is signed to the attached or foregoir, g instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. WALTER A. WADDELL Sworn to or affirmed to and acknowledged before me by WALTER A. WADDELL, the Testator, this ~ da~ of ~ , 1999. CON$~NCE I. YJ~RLI, Nomu Public I · w Cum~r~nd, ~ Cumberland Co. My Comm~l~ Expir~ ~rl113, 2003 Page 3 of 4 COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose .and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. Sworn to or affirmed to and acknowledged before me kY JCNOTARIAL SEAL 0NST,~NCE L. F, ARLI, Nob~ Public N~v C~mberland, PA Cumber,and Co. My Commission Expires April 13, 2003 Page 4 of Notary Public 4 REVolt3 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Waddel'l, Walter A -- All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMSER DESCRIPTION OF DE~TH 1. 38 shares Prudential Financial Inc. common stock, cusip number 1,684.16 744320102 held in hook-entry form. Date of death share price $ 44.32 x 38 shares $ 1,684.16 TOTAL (Also enter on line 2, Recapitulation) 1,684.16 2W4696 3.000 (if more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF FILE NUMBER Waddell, Walter A 21-2004-00524 Include the ~ roceed s of litigation and the date the proceeds were received by the estate. All property jointly-~wned with the rtght of Survivorship must be cllsclosed on Schedule F. iTEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 M&T Bank checking account number 880034569 Waypoint Bank checking account number 700031257 Wa~point Bank savings account number 200078856 2000 Volvo Sedan, VIN ~1TS94D9Y1083453, Title Number 55290633903 WA Blue Book Value - $12,145.00 958.75 497.66 10,812.70 12,145.00 TOTAL (Also enter on line 5, Recapitulation) $ 2 4,4 14.11 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Waddell ~ Walter A FILE NUMBER 21-2004-00524 This schedule must be completed and filed if the answer to any of questions I thro[ ~h 4 on the reverse side of the REV-1500 COVER SHEET is yes. I~M INO-U~ ~E NAME ~ 3HE 3~RANSFEREE. THEIR RE~TIONSHIP TO DATE OF DEATH DECD'S EXCLUSION NUMBE$ RED ER REPt ESTATE. V~UE OF ASSET IN'REST (F N:'PLICAB~ ) 1. Wa!~ooint IRA retirement 4,733.55 100.00 0.00 4,733.5! account number 123003220 2 Ail those two certain tracts 116,676.00 100.00 3,500.00 113,176.0( of land situate in the Borough of New Cumberland, County of Cumberland, Commonwealth of Pennsylvania known as 1722 Warren St., New Cumberland, Pennsylvania...Being the same premises which Walter A. Waddell, by deed dated November 10, 2003, recorded November 17, 2003, in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Cumberland County Record Book 260, Page 1831, granted and conveyed unto Susan K. Robenolt. Being Cumberland County real 26-23-0541-045. Tax assessed value Land 25470 Improvements 85650 Tax Assessed Value 111,120 x co~on level ratio 1.05 Total Value $116,676 TOTAL(Arsoenteronline7, R~apitulation) 117,909.55 (If more space is needed, insert additional sheels of same size.) 2W46AF 2.000 COMMON1NEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Waddell, Walter A 21-2004-00524 Debts of decedent must be reported on Schedule I. ITEM NUMBER 8 9 10 11 Tot DESCRIPTION FUNERAL EXPENSES: Parthemore Funeral Home and Cremation Services, Inc. 1303 Bridge St. New Cumberland, PA 17070 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 Fees Neme: Gerald J. Shekletski, Esq. Family Exemption: (If decedent's address is not the same as claimant's, attach e~lanation) Claimant Street Address Ci~ State Zip RelationshipofClaimanttoD~ent PrebateF~s Accountant's Fees ~x Return Pre~rer's Fees Legal Adevertising - Cumberland Law Journal Legal Advertising - The Patriot News Short Certificates Funeral Luncheon - American Legion Wm. H. Nauss Post No. 143, New Cumberland, PA Commonwealth of Pennsylvania Department of Transportation - vehilcle transfer fee 1 £rom contlnuatxon pages .... TOTAL(AJsoenteronlineg, RecapituJation) AMOUNT 7,711.56 0.00 4,500.00 0.00 88.00 0.00 0.00 75.00 115.45 9.00 236.65 28.50 1,175.90 13,940.06 2W46AG 2000 (If more space is needed, insert additional sheets of same size) Page 2 Estate of: Waddell, Walter A 21-2004-00524 Schedule H, Part B ~- Administrative Costs Item Description Amount 12 13 Defense Finance and Accounting Service reclamation Filing Fees - Personal Inventory and Inheritance Tax Return 1,150.90 25.00 TOT;iL. (Carry forward to main schedule) ...... 1,175.90 REV-1512 EX + (1-97) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Waddell, Walter A -- Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. 1,002.99 M&T Bank Bankcard Services credit card account number 4264298928234262 TOTAL (Also enter on line 10, Recapitulation) $ '1 , 002.9 9 2W46AH 2 000 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9~0) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF W~ll. Walter A FILE NUMBER 21-2004-00524 NUMBER I1. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS[includeoutrights~usaldistributions, andtrans~rs underSec. 9116(a)(1,2)] Robenolt, Susan K 503 S. Third St. Lemoyne, PA 17043 Lyter, Kenneth W 310 Park Lawn Ct. Lancaster, PA 17601 Lyter, Yvonne H 406 Sixth St. New Cumberland, PA 17070 Daughter Son Daughter-in-Law 106,698.00 12,366.77 10,000.00 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.0 0 2W46AI 1 000 (If more space is needed, insert additional sheets of the same size) Detailed Results for Parcel 26-23-0541-045. in the 2000 Tax Assessment Database DistrictNo 26 Parcel_ID 26-23-0541-045. MapSuffix Housel~o 1722 Direction Street WARREN STREET Ownerl ROBENOLT, SUSAN K Owner2 PropType R PropDesc LivArea 1157 CurLandVal 25470 CurImpVal 85650 CurTotVai 111120 CurPrefVal Acreage 0.23 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 11 SaleDa 17 SaleCe 20 SaleYr 3 DeedBkPage 00260-01831 YearBlt 1950 HF File Date HF_Approval_Status Page 1 of 1 ~ttp://taxdb.ccpa.netYdetails.asp?id=26-23 -0541-045.&dbselect=0 8/24/2004 ~::,,d=~Dg?, OF DEEDS :.~ b LiiLAt,l D COUNTY' P,', 17 PM 12 07 TH/S INDENTURE, made the ! 0 day of ~ ~]~ , in the year Two Thousand TAme (2003). BETWEEW, WALTER A. WADDELL, widower, hcrc4~f~er referred to as the "Grantor". SUSAN K, ROBENOLT, hereinafter referred to as thc "Grantee". WITNESSETH, That Grantor, for and in consideration of the sum of ONE. DOI.IAR ($1.00) lawful money of the United State~ of America, well and truly paid by the Grantee to the Grantor, at and before the sealing and delivery of these presents, tho receipt whereof is hereby acknowledged, has granted, bargained, sold, aiiened, enfeeffed, released, conveyed and confirmed, and by these presents does gant, bare--in, sell, alien, cnfenff, releaee, convey and con_firm unto the Grantee. her heirs and assigns, as follows to wit: ' ^r.r, THOSE TWO CERTAIN TRACTS OF LAND situate in the Borough of N~v Cumberland, County of Cumberland, Commonwealth of Pennsylvania, described in the survey completed by Joseph R. Corby on December 10, 1983, more particularly bounded and described as follows, to wit: TRACT NO. I BEGINNING at a point on the westerly line of Warren S~'eet said point being at a distance of 223.04 feet measured in a southerly direction fi'om Haldeman Avenue along Warren Street; thence along lands now or formerly of Thomas Mills, .Ir., south 48 degrees 13 minutes west 140 feet to a point.; thence south 41 degrees 47 minutes east 60 feet to a point; thence north 48 degrees 13 minutes east 140 feet to a point on the west~-ly line of Warren Street; thence along Warren Street north 41 degrees 47 minutes west 60 feet to a point, the place of BEGINNING. BEING Lot No. 28, Sec. "C" on the Plan of Lots known as Westover Gardens, said P'lan being recorded in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Plan Book 3, Page 50. HAVING THEREON ERECTED a single onc story brick dwelling house, No. 1722 Warren Street, New Cumberland, Pennsylvania. 4917'21.1 BEGINNING at a pin at the intersection of the line dividing Lots Nos. 27 and 28 Sec. "C" on said Plan, with the line dividing Lots Nos. 28 and 48 Sec. "(2" on said Plan; thence along the westerly line of Lot No. 28, Sec. "C" North 41 degrees 47 minutes west 60 feet to a point; thence along lands now or formerly of Thomas Mills, Jr., South 48 degrees 13 minlltes west 28.65 feet to a point; thence south 45 degrees 17 minutes east 64.54 feet to an iron pin; thence north 38 degrees 04 mi~ies 34 seconds east 25.10 feet to a pin, the place of BEOINNING. BEING parts of Lots Nos. 48 and 35 and an unnumbered lot in Sec. "C' in said Plan of Westover Gardens. BEING the same premises which Linda J. Kowalick, as guardian of the Estate of Pearl E. Vonbanser, an incompetent, having been so appointed by an Order of the Court of Common Pleas of Cumberland County, Pennsylvania, (hphan's Court Division, daied June 16, 1983 at No. 21-83-326, and having been granted leave to sell the incompetent's real estate by Decree of said Court dated November 10, 1983, at No. 21-83-326, by her deed dated December 13, 1983 and recorded December 15, 1983 in the Cumberland County Office of the Recorder of Deeds in Deed Book M-30, Page 565 granted and conveyed tmto Walter A. Waddell and Anna M. Waddell, his wife. The said Anna M. Waddell died August 26, 1998 thereby vesting title in Walter A. Wl~cidell, the Grantor hei~i~ THE ABOVE DESCRIBED PREMISES are conveyed under and subject to thc reservations and restrictions contained in the Restrictive Articles recorded in the Cumberland County Recorder's Office in Misc. Book 59, Page 24; Misc. Book 60, Page 197; Misc. Book 65, Page 381; Misc. Book 70, Page 587. Excepting those restricting ownership or occupancy on the basis of race, creed, or color, which it is expressly intended .~h~! not be re-imposed hereby. FURTHER UNDER AND SUBJECT, NEVERTI4~J.ESS, to all building restrictions, zoning regulations, easements, fights-of-way, reservafiom and restrictions, either of record or visible on the property herein conveyed, and subject to all rights of and ownership in public roads, streets and highways, whether or not opened. THE, WITHIN CONVEYANCE IS FROM FATHER TO DAUGHTER AND THUS IS WHOLLY EXEMYf FROM REALTY TRANSFER TAX. TOt3ETHER with all and shagular the buildings and improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances, whatsoever unto the hereby granted premises belonging, or in any wise 260 , ACE:/.832 appertaining, and the reversions and remainders, rents, issues and profits themo~ and all the est~.~e, right, lit/e, interest, property, claim and demand whatsoever of them, and the said Grantor, as well at law as in equity, of in and to the same. TO HAVE AND TO HOLD the said two tracts of land above described, with the messuage or tenement thexeon erected, hereditaments and premises hcreby granted, or mentioned and intended so to be, with thc appur~-ces, unto the said Grantee, her heirs and assigns, to and for the only proper use and behoof of the said Orantce, her heirs ~d assigns, forever. AND the Grantor, for his heir~ and assigns, hereby covenants and agree~ h) warrant specially and forever defend all and each of'the hereditaments and premises herein above-de~-ribed and granted, or mentioned and intended so to be, with the appurtenances, agai~ all and every other person or persons, whomsoever, lawfully claiming or lo claim the same or any part thereof, by, from or under it, them or any of them. IN wrrNESS WHEREOF, the said Cumntor has he~umo set his hand and seal the day and year lust above written. Witness: Orantor: Walter A. Waddell COMMONWEALTH OF PEI~INSYLVANIA: ~ : SS: COUN'rY OF : On this /1~ ~y of.~~ ,2003, before me, a Notary Public, the undersigned officer, personally appeared Walter A. Waddell, known ~o me (or satisfactorily proven) to be the person whose name is subscribed to the within document and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and not. iai se~l. Notary Public [ ..Ca~p~ H~Boro Cumbert~nd County I (SEAL) I ,w ...o~m~ss~on Ex~r~s Mey ~s. eo0s [ CERTIFICATE OF RESIDENCE I hereby certify that the precise residence of the Grantee herein is as follows: Ms. Susan IC Robenolt 503 South Third SU~et COlVllVIO~TI-I OF PENNSYLV.~J'V-IA : : COUNTY OF CUIVIBF, RLAND : SS: RECORDED in thc Office of thc Reco~ of Deeds, etc., in aud for said Cumberland County, in Record Book , Page. WITNESS my haad and official seal this day of ,2003. Recorder of Deeds ICer · ,. . !cd In Ct: ,m,:. ?A 260 )RU: Historical Prices for PRUDENTIAL FINL- Yahoo! Finance Page 1 of 2 Yahoo! MvYahoo! Mail · mms,mm'-~'~mm ~.~s [Siqn Out, My Accountl Finance Home - Help Tuesday, August 24, 2004, 2:52pm ET - U.S. Markets close in I hour and 8 minutes. Welcome, jerryshekesq [Sion Out] Services Bill Pay- F_uDds ~Trpns_fer- PayDirect Quotes & Info Accounts [ manag~ - add ] I Ex~ense Mgr Enter Symbol(s): Money Manaqer - Customize Finance [Hide Port Portfolios [ ma0a_gg~ - create - add brokerage ] Quotes IG~] Symbol Lookup I Finance Search Prudential Financial Inc (PRU) lope" a.,~ =<~.~ I Unlimited Shares Free Trades Trades At 2:31PH El': 45.36 t 0.04 (0.09%) R ~ i0,5'9 Int~rnet trade~ 30 Free Trades Historical Prices Get Historical Prices for: SET DATE RANGE (~) Daily Start Date: May 27 2004 Eg. 3an 1, 2003 ) Weekly End Date: May 27 2004 (~, Monthly :[~) Dividends Only L Get Prices ] PRICES Date 27-May-04 First J Prey J Next J Last Open High Low Close Volume Adj Close* 44.00 44.46 43.80 44.32 1,954,000 44.32 * Close price adjusted for dividends and splits, First J Prey J Next J Last r~ Download To Spreadsheet ADVERTISEMENT http://finance, yahoo.com/q/hp?s=PRU&a=O4&b=27 &c=2004&d=O4&e=27 &f=2004&g=d 8/24/2004 _PRU: Historical Prices for PRUDENTIAL F1NL - Yahoo! 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By accessing the Yahoo! site, a user agrees not to redistribute the information found therein. http://finance.yahoo.com/q/hp?s=PRU&a=O4&b=27&c=2004&d=O4&e=27&f=2004&g=d 8/24/2004 .]un 11 499 Mitchell l%ad, Millsboro, DE 19966 Mall Code DE-MB-12 Stone LaFaver & Sheldetski Attorneys At Lmv 414 Bridge Street P. O. Box E New Cumberland, PA 17070 Phone (888) 502-4349 Fax (302) 934-2955 June 1 t, 2004 Re: Estate o£' Waiter A. Waddell Social Security: 201-16-] 725 Date of Death: May 27, 2004 Dear Mr. Shekletski: Per your inquiry dated June 10, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Account lVumber Checking Account 880034569 Ownership (Names oj~ Ot~ening Date Walter A Waddel l &ann K Robenho#, POA 11/28/70 Balance on Date of Death $958.75 Accruedlnterest $ 0.00 Total $958.75 Please be advised, there was no safe deposit box found for the above decedent. For fur~er account information, closures and/or reimbursement of funds, please call the Highland Park Office # 717-737-3322. Sincerely, Records Management ,'elley Blue Book - Private Party Pricing Report - Volvo, S80 Page 1 of 2 Kelley Blue Book BLUE BOOK PRIVATE PARTY REPORT Pennsylvania · August 24, 2004 2000 Volvo S80 2.9 Sedan 4D Engine: 6-Cyl. 2.9 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 86,122 Search Listings for This Car List Your Car For Sale Online Buy a New Car Free Record Check Auto Loans from 2.99% APR Insurance Quote Print "For Sale" Siqn Payment Calculator Equipment Air Conditioning Power Steering Power Windows Power Door Locks Telescoping Wheel AM/FM Stereo Cassette Leather Single Compact Disc Dual Power Seats Dual Front Air Bags Moon Roof Front Side Air Bags Alloy Wheels ABS (4-Wheel) Stability/Traction Find Your Grad I Graduated ~cla$$mate$,com 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_h_isto~ 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 Listi~s for This~_Car $12,145 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 ~_Used Car.~r_ade-In va ue Get Invoi¢~ ~& MSRP on New Cars Get_a .person to Per~_on Auto Loa~n ~ttp://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;991170;PA041 & 17050;+p&722;Volvo;2000%20... 8/24/2004 t'elley Blue Book - Private Party Pricing Report ~ Volvo, S80 Page 2 of 2 Copyright © 2004 by Kelley Blue Book Co., All Rights Reserved. Jul-Aug 2004 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market condJtions~ specificationst vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions.(v.04077) ~ttp://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;991170;PA041 & 17050;+p&722;Volvo;2000%20... 8/24/2004 LOOK FOR US. W(?LL GET YOU THE~R(E. 6/18/2004 STONE LAFAVER & SHEKLETSKI 414 BRIDGE ST PO BOX E NEW CUMBERLAND PA 17070 The information which you requested on the account(s) of WALTER A WADDELL (Social Security Number 201161725 ) is/are as follows: 123003220 200078856 700031257 RETIREMENT SAVINGS CHECKING 111778 052497 10812.12 497.65 .58 .01 10812.70 497.66 Account Number Class of Account Date Opened 022284 Principal Balance 4733.55 Accrued Interest 0.00 Balance at Date of 4733.55 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership 022284 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established SOLE SOLE 111778 052497 Additional Information Requested SENIOR SERVICES REP. RO. Box 171 I, HARRISBURG, PENNSYLVANIA 17105-1711 Toll FrEE I-B66-WAYPOINT (I-866-E);~9-7646) · IN YORK AREA 717/815-4500 · ~ff~N. wagpointbank.com BUREAU OF ZNDTVTDUAL TAXES INHERITA&C£ TAX DIVISION PO BOX 280601 HARRISBURG, PA 17128-0601 GERALD J SHEKLETSKI ES{) STONE LAFAVER ETAL PO ]}OX E NEW~OIJH]}ERLAND PA 17070 COHHONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHER/TANCE TAX APPRA/SEHENT, ALLO#ANCE OR D/SALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FZLE NUHBER COUNTY ACN 1Z-Z0-200~ WADDELL 05-Z7-ZO0~ 210q-O5Zq CUH]}ERLAND 101 Amount Remitted WALTER A HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND C0 COURT HOUSE CARLISLE, PA 17015 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ES~TE OF ~/ADDELL CD NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR D/SALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX WALTER AFZLE NO. 21 0~-052~ ACH 101 DATE 1Z-ZO-Z00R TAX RETURN WAS: ( ) ACCEPTED AS FTLED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRA'rSED VALUE OF RETURN BASED ON: 0RIGTNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) ($) 4. Hortgagas/No~es Receivable (Schedule D) (4) S. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) B. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expmnses/Adm. Costs/Nisc. Expenses (Schedule H) (9) 10. Debts/Nortgege Liabilities/Liens (Schedule T) (10) 11. Tote1 Deduct ions 12. Net Value of Tax Return 1~68~.16 .00 .00 .00 NOTE: To insure proper credit to your account, subeit the upper portion .00 of this fore with your tax payment. 117z~09.55 (B) 1~$,507.82 15,9~0.06 15. 14. NOTE: 1~00Z.99 (11) 1~,~.05 (12) 128,56~.77 .00 128,56~.77 Charitable/Governeental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Net Value of Estate Subject to Tax (14) Zf an assess, ant ~as lssued previously, llnes 1~, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. ASSESSNENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Aaount of Line 14 at Sibling rate 18. Amount of Line 14 taxable et Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYfl~NT REC~Ym DISCOUNT (+} DATE NUNBER /NTEREST/PEN PAID (-) 08-Z6-200~ CDOOq~05 265.16 10-15-200~ CDOORSO$ .00 18 and 19 #ill (is) .00 x O0 = .00 (3.6) 128,56~.77 x 0~5= 5,785.91 (17) .00 X 12 = .00 (28) .00 x 15 = .00 (lg)= 5,785.91 AHOUNT PA/D /F PAID AFTER DATE /NDZCATED, SEE REVERSE FOR CALCULATION OF ADDZTZONAL INTEREST. 5,000.00 557.91 TOTAL TAX CREDIT I 5,821.07 BALANCE OF TAX DUEI 35.16CR INTEREST AND PEN. ] .00 I TOTAL DUE [ $5.16CR ( /F TOTAL DUE /S LESS THAN $1, NO PAYHENT /S RE~U/RED. ZF TOTAL DUE 1S REFLECTED AS A 'CRED/T" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORH FOR /NSTRUCT/ONS.) ~EV-1470 EX (6-88) ·  INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 FILE NUMBER DECEDENT'S NAME Walter A Waddell 2104-0524 ACN REVIEVVED BY Deborah Washington 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. G I The $3,000 exclusion claimed is the limited to the total amount transferred with in one year of decedent's death per transferee per calander year. ROW Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ... . .....:ratl~~~fET~NCE TAX STAT'MENT20F ACCOUNT '* REY-1U7 EX AFP 112-041 GERALD J SHEKLETSKI ESQ STONE LAFAVER ETAL PO BOX E NEW CUMBERLAND PA 17070 ')~ATE '-i!STATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-18-2005 WADDELL 05-27-2004 21 04-0524 CUMBERLAND 101 WALTER A Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~~:r&~~.!5r.i'~..Cnl~.6!'........;..:rA~!~~elr~A5r.sfl~A~.b~.l~l:oO~...ii...................... ESTATE OF WADDELL WALTER A FILE NO.21 04-0524 ACN 101 DATE 01-18-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-13-2004 PRINCIPAL TAX DUE:. 5,785.91 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-26-2004 CD004305 263.16 5,000.00 10-15-2004 CD004503 .00 '~557.91 01-03-2005 ~ REFUND .00 35.16- TOTAL TAX CREDIT 5,785.91 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 !Ii SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l ~ STATUS REPORT UNDER RULE 6.12 r ~ i} c) .~ '~ Name of Decedent: Walter A. Waddell Date of Death: May 27, 2004 Will No. 2004-00524 To the Register: 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. Yes ~ State whether administration of the estate 1S No complete: 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 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~ No (d) Copies of receipts, approvals of the Clerk of the report. Date: :;/;13/0S . and 'Geral 414 idge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative ; est\rel\lform.rel IN RE: ESTATE OF WALTER A. WADDELL LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 2004 - 00524 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, YVONNE H. LYTER, being one of the beneficiaries under the will of WALTER A. WADDELL, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of WALTER A. WADDELL, in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, YVONNE H. LYTER, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, 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 whatsoever, and I do hereby consent to the discharge of the said Executrix. IN WITNESS WHEREOF, I have ~ day of December , 2004. Witl\l~~ hereunto set my hand and seal the e~~ YVO E H. LYTER COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND On this, the ~ day of ~ , 2004, before me a Notary Public, the undersigned officer, personally appeared YVONNE H. LYTER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and yea:::::Vp:N:::::n. ~~~ NOTARIAL SEAL .' GERALD J. SHEKLETSKI. Notar'J P;JbhC I New Cumberland Bora. Cumberland C~. . M CClmmllllon E)( Ires Nov. 9, 2006 est\rel\lform.rel IN RE: ESTATE OF WALTER A. WADDELL LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND, PENNSYLVANIA ORPHANS' COURT DIVISION 2004-00524 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, SUSAN K. ROBENOLT, being one of the beneficiaries under the will of WALTER A. WADDELL, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of WALTER A. WADDELL, in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, SUSAN K. ROBENOLT, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, 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 whatsoever, and I do hereby consent to the discharge of the said Executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day of December , 2004. ~~ SUSAN K. ROBENOLT COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND On this, the .3:::'~ day of ~ , 2004, before me a Notary Public, the undersigned officer, personally appeared SUSAN K. ROBENOLT, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. COMMONWEALTH Of PENNSYlVANIA. NOTARIAL SEAL . GER^LO J. SHEKLETSKI. Notary Public New Cumberland Bor~. Cumberland Co. M Commission Ex Ires Nov. 9, 2006 est\rel\lform.rel IN RE: ESTATE OF WALTER A. WADDELL LATE OF THE BOROUGH OF NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND, PENNSYLVANIA ORPHANS' COURT DIVISION 2004-00524 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, KENNETH W. LYTER, being one of the beneficiaries under the will of WALTER A. WADDELL, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of WALTER A. WADDELL, in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, KENNETH W. LYTER, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, 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 whatsoever, and I do hereby consent to the discharge of the said Executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal the ~Q day of December ,2004. WitnJB~~ ~~tiExr-~ COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND On this, the ~ day of ~~ , 2004, before me a Notary Public, the undersigned officer, personally appeared KENNETH W. LYTER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have her~unto.s.~.... hand and seal th..e day and year first above written. ~...:7~~ COMMONWEALTH OF PENNSYlVANIA ~ NOTARIAL SEAL. N t P b 1 . GERALD J. SHEKLETSKI, Notary Public 0 ry u 1 c New Cumberland Bora. Cumberland Co. Mv Commission Expires Nov. 9, 2006