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HomeMy WebLinkAbout04-0530PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as PATRICIA R. MOHLER Decease~ Social Security No. 186-24-9455 No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents l~.t: ,Jb~ -3 ? _~, :92 Your petitioner is 18 years of age or older and the Executor named in the last will of the above decedent, dated January 18, 1995, and codicil(s) dated [non~t i'~: ~ _ Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 301 Franklin Street, Carlisle Borough. Decedent, then 73 years of age, died April 30, 2004, at Manor Care Nursing Home, 940 Walnut Bottom Road, Carlisle, Pennsylvania. 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: None $ unestimated $ WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Joh~ ~V. mohler - 301/tFranklin Street Carlisle, PA 17013 (717) 249-6655 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are tree and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subsc~bed  ~are me this//77-/'/ dayof f -- -~/q~_~/O~~ gister W. Mohler Estate of PATRICIA R. MOHLER, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW,"'/~///~/_/fY. ,~_a,p~/) .2.// , in consideration of the petition on the reverse side //f hereof, satisfactory l~oof having been presented before me, IT IS DECREED that the instrument dated January 18, 1995, described therein be admitted to probate and filed of record as the last will of Patricia R. Mohler and Letters Testamentary are hereby granted to John W. Mohler. Will Book # Page FEES Probate, Letters, Etc. ~_h~l~. ificates( ) clation TOTAL Filed '~~.~/ -~, ~gist~r of Wfll~ Edward L. Schorpp, Esquire (17495/~- ATTORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 FAFILES'XDATAF1LE~STATES\I 1076-2.letters. res LAST WILL AND TESTAMENT OF PATRICIA R. MOHLER I, PATRICI~ R. MOHLER, a legal resident of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of ]my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I devise and bequeath the residue of my estate, of whatever nature and wherever situate, to my husband, JOHN W. MOHLER, ]provided he shall survive me by thirty (30) days. FOURTH: Should my husband, JOHN W. MOHLER, fail to survive me by thirty (30) days, I devise and bequeath my entire estate as follows: A. I devise and bequeath our .38 caliber pistol to JAMES HECKENDORN. B. I direct that our home at 301 Franklin Street be sold and the net proceeds therefrom shall be held, IN TRUST, however, by BANK OF OFALLON ILLINOIS, 901 South Lincoln Avenue, Ofallon, Illinois 62269, as Trustee, to hold said proceeds for the benefit of my brother, ERNEST H. STACHE, upon the following terms and conditions; 1. To pay the income and so much of the principal as may, in the sole discretion of my Trustee, be necessary for the maintenance, support and medical expenses of my said brother. 2. The amount to be paid for the benefit of my brother shall be determined from time to time by his need, and the amounts and times of said payments shall be determined by such need. The said payments may be made by my Trustee directly to my brother, to the extent that my Trustee, in his sole discretion, believes him able to handle such funds, or may be made by my said Trustee directly to the person having the custody and initials care of my brother, or may be made by my said Trustee directly to any institution entitled to such payment by reason of services rendered or to be rendered to my brother. 3. Upon the death of my brother, to pay any accumulated income and remaining principal to my brother, JOHN L. STACHE, JR., absolutely. 4. Any and all payment or payments of any sum or sums, whether in cash or in kind, and whether for principal or income, payable to my brother, shall be made upon his sole receipt, and free from anticipation, alienation, assignment, attachment and pledge, and free from control by the creditors of my brother. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligation of my brother, and shall not be subject to any execution or attachment. C. I hereby grant unto STEPHEN DICK the right to purchase the house and lot at 2421 Ritner Highway, West Pennsboro Township, Cumberland County, Pennsylvania, from my estate at a purchase price equal to seventy-five percent (75%) of the appraised value of said property at the time of my death, on the condition that he pay all inheritance taxes assessed against said asset, notwithstanding the provisions of Paragraph Second above. The right to purchase granted herein shall be exercised by the said STEPHEN DICK by written notice provided to my Executors within ninety (90) days of the date of my death. Should he fail to elect to purchase said property under the aforesaid terms and conditions, said real estate shall become a part of the residue of my estate to be disposed of as hereinafter provided. D. I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my brother, JOHN L. STACHE, JR. SIXTH: I nominate, constitute and appoint my husband, JOHN W. MOHLER, Executor of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said JOHN W. MOHLER, I nominate, constitute, and appoint EDWARD L. SCHORPP, ESQUIRE, Executor of this, my Last Will and Testament. I hereby relieve my Executor or his successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. initials IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of ~hr~D/~ typewritten pages, each of which bears my initials, this/~'-~ day of tw~'~w"~/~ , 1995. ~A~I~i-A R. R6~LER ..... (SEAL) Signed, sealed, published, and declared by the above-named Testatrix, PATRICIA R. MOHLER, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) : COUNTY OF CUMBERLAND ) SS. I, Patricia R. Mohler, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and ,9.~knowledqed be~ore me by Patricia , r~J'x'' da~ R. Mohler, the Testatrix this , 19 9 5. ~/ Testatrix, Patricia R. Mohler Nok~a ry Public su_s^ K. uYm..mm, p ,rc Carlisle, Cumberlan~ County My Cornrn~s~io~= Expires Sept, 4_ , ~ AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, Edward L. Schorpp and'~~.~"~. ~:~%~0uO~"~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that Patricia R. Mohler signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed an~ subscribed to before me by Edward L. Sch.o~Rp and ~~% ~. ~.t~ , witnesses, this i~ day SEAL) ~ L'"~ ~2~->L~'' ,/ / ........ :'~"~" %~ (SEAL) Witness Notary PubllC I SUSAN K. GUYER, NOlaly Pl,,bll¢ I C~rlisle, Cumbll~Ita Count/ ~ My Commission Ex, ires ~. 4,1995 _ (SEAL) 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 No. .,. Patricia R. Mohler s. 73 ""'. ~ .~ Cumberland Homemaker O~CED~NT'S MAltING ADORE ~S ~e~. C*y/Tow~. S~aI. Z~ Co~e) 301 :Franklin Street Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA ° DEPARTMENT OF HEALTH ° VITAL RECORDS CERTIFICATE OF DEATH SEX lSOCIAL SECURITY NUMBER 1 DATE OF OF_.ATH t Mot~. Oa¥. '~at, ~.Female 3. 186 --24 ~455 4. April 30, 2004 ,.10-2-1930 7. Carlisle, PA South Middleton ~. Manor Care Nursing Home [,~'~"~"'~' ,~ White ,,b. ,,. ,3. 8 ~ ~ ("~*) I,,.Married ,~ John W. Mohler C c~m's PA ~ Carlisle ~.,~ ~-~ Cumberland ~, ,~.~ . ' John L. Stache ~.,~:,~'~ ~L' '-%~'~ ~yp~Prm~ a~. Tnhn ~. Mnhl~r I,,. Minnie Steigleman [~301 Franklin Street, Carlisle, PA 17013 i.~ uremacxon ~oc~ecy orI I,,. PA Crematory I,,d. Harrisburg, PA 17109 I~t~~m~Cr~ma~io~ Soviet. o~ ~ ~.4100 Jonestown Roaa, ~arr~s~u+g,~p~~ 17109 LICENSE NUMBER I DA'TE I~ CASE REFERRED TO l~, *,u..: NME MD ~RE~ ~ PER~N W~ C~EO C~M ~ ~H (.em 2D Ty~M P,m Dr. 522 S. Pitt Street, Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, pA 17128-0601 DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) REV'1500 INHERITANCE TAX RETURN RESIDENT DECEDENT L OFFICIAL USE ONLY ODE YEAR NUMBER MOHLER, Patricia R. DATE OF 0EATH (MM-OD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 04/30/2004 10/02/1930 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( lAST, FIRST AND MIDDLE INITIAL) MOHLER, JOHN W. 1. OriginaIReturn [] 2. Supplemental Return LU ,,~ [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after ~ 12-12-82) ,~ [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach a. ~ Will) copy of Trust) ~: [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between SOCIAL SECURITY NUMBER 186-24-9455 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGIS'i ~-R OF WILLS ~OCIALSECURITYNUMBER ] 3. memamoer ~e[um tome or oeam prior to 12-13-82) [] 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) Co Edward L. Schorpp, Esquire NAME (If applicable) Martson Deardorff Williams & Otto IBER 717/243-3341 COMPLETE MAILING ADDRESS Ten East High Street Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) [] Separate Billing Requested (6) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) None 795.15 None None 23,509.77 None None 5,096.55 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) C~_ OFFICIAL USE ONLY (8) 24,304.92 (11) 5,096.55 (12) 19,208.37 (13) (14) 19,208.37 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers underSec. 9116(a)(1.2) 19,208.37 x .00 (15) 16.Amount of Line 14 taxable at lineal rate x .045 (16) - 7. Amount of Line 14 taxable at sibling rate x .12 (17) Amount of Line 14 taxable at collateral rate x .15 (18) 0.00 19. Tax Due (19) 20. [] 0.00 .... :' 'MATH<< ': ~ Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ISTREETADDRESS 301 Franklin Street crrY Carlisle STATE PA ZIP Tax Payments and Credits: 1. 'rax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 17013 (1) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.0 0 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .................................................................................. [] ~ b. retain the right to designate who shall use the property transferred or its income ........................ S c. retain a reversionary interest; or ..................................................................... . ......... ~ d. receive the promise for life of either payments, benefits or care? .... . ...... [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. preparer other than lhe personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS ADDRESS 301 Franklin Street Carlisle, PA 17013 DATE DATE Edward L. Sch4 DATE Ten East High Street Carlisle, PA 17013 ~--/'6'_C~,,/ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benef c aries is 4 5% except as noted in 72 P.S. {}9116 1.2) [72 P.S. {}9116 (a) (1)]. · , The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. {}9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MOHLER, Patricia R. SCHEDULE B STOCKS & BONDS FILE NUMBER 21 - 04 - All property jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBEI~ DESCRIPTION UNIT VALUE VALUE AT DATE el DEATH 1 18 shares Prudential Financial 44.175 795.15 TOTAL (Also enter on line 2, Recapitulation) ~ 795.15 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MOHLER, Patricia R. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 04 - Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION Jefferson Pilot Financial Performance Plus Account No. 9730106332 TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 23,509.77 23,509.77 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RES~ENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINL~TRA'I1VE COSTS ESTATE OF MOHLER, Patricia R. FILE NUMBER 21 - 04 - t~>o5 3c Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: FRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant JOHN W. MOHLER Street Address 301 Franklin Street City Carlisle State Relationship of Claimant to Decedent Spouse Probate Fees Register of Wills, Cumberland County PA Zip 17013 5. Accountant's Fees 6. Tax Return Preparer's Fees Other Administrative Costs Register of Wills, filing fee, inheritance tax return Stock valuation report TOTAL (Also enter on line 9, Recapitulation) 1,500.00 3,500.00 85.00 10.00 1.55 5,096.55 Rc-V-I'513 EX+ (9-00) ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RES,OENT OECEOEN~' ESTATE OF MOHLER, Patricia R. I FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not Ll-~t Tru~t.el~t OF ESTATE Io TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 John W. Mohler 301 Franklin Street Spouse Entire Residue Carlisle, PA 17013 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET LAST WILL AND TESTAMENT OF PATRICIA R. MOHLE~ I, PATRICIA R. MOHLER, a legal resident of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I devise and bequeath the residue of my estate, of whatever nature and wherever situate, to my husband, JOHN W. MOHLER provided he shall survive me by thirty (30) days. ' FOURTH: Should my husband, JOHN W. MOHLER, fail to survive me by thirty (30) days, I devise and bequeath my entire estate as follows: A. I devise and bequeath our .38 caliber pistol to JAMES HECKENDORN. B. I direct that our home at 301 Franklin Street be sold and the net proceeds therefrom shall be held, IN TRUST, however, by BANK OF OFALLON ILLINOIS, 901 South Lincoln Avenue, Ofallon, Illinois 62269, as Trustee, to hold said proceeds for the benefit of my brother, ERNEST H. STACHE, upon the following terms and conditions; 1. To pay the income and so much of the principal as may, in the sole discretion of my Trustee, be necessary for the maintenance, support and medical expenses of my said brother. 2. The amount to be paid for the benefit of my brother shall be determined from time to time by his need, and the amounts and times of said payments shall be determined by such need. The said payments may be made by my Trustee directly to my brother, to the extent that my Trustee, in his sole discretion, believes him able to handle such funds, or may be made by my said Trustee directly to the person having the custody and initials care of my brother, or may be made by my said Trustee directly to any institution entitled to such payment by reason of services rendered or to be rendered to my brother. 3. Upon the death of my brother, to pay any accumulated income and remaining principal to my brother, JOHN L. STACHE, JR., absolutely. 4. Any and all payment or payments of any sum or sums, whether in cash or in kind, and whether for principal or income, payable to my brother, shall be made upon his sole receipt, and free from anticipation, alienation, assignment, attachment and pledge, and free from control by the creditors of my brother. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligation of my brother, and shall not be subject to any execution or attachment. C. I hereby grant unto STEPHEN DICK the right to purchase the house and lot at 2421 Ritner Highway, West Pennsboro Township, Cumberland County, Pennsylvania, from my estate at a purchase price equal to seventy-five percent (75%) of the appraised value of said property at the time of my death, on the condition that he pay all inheritance taxes assessed against said asset, notwithstanding the provisions of Paragraph Second above. The right to purchase granted herein shall be exercised by the said STEPHEN DICK by written notice provided to my Executors within ninety (90) days of the date of my death. Should he fail to elect to purchase said property under the aforesaid terms and conditions, said real estate shall become a part of the residue of my estate to be disposed of as hereinafter provided. D. I give, devise and bequeath the residue of my estate, of every nature and wherever situate to my brother, JOHN L. STACHE, JR. ' SIXTH: I nominate, constitute and appoint my husband, JOHN W. MOHLER, Executor of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said JOHN W. MOHLER, I nominate, constitute, and appoint EDWARD L. SCHORPP, ESQUIRE, Executor of this, my Last Will and Testament. I hereby relieve my Executor or his successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. initials IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of/~____/~ typewritten pages, each of which bears my initials, this day of t....~,~/'~";,~.~ , 1995. (SEAL) Signed, sealed, published, and declared by the above-named Testatrix, PATRICIA R. MOHLER, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, Patricia R. Mohler, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledqed b. e4~ore me by Patricia R. Mohler, the Testatrix, this ,~.~i~' da~ O~i___,_,~l~.~'...~'~c....-.t: , 1995. !} ~,J Testatrix, atricia R. Mo}~ler - - o~ary Public AFFID______AVIT COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We Edward L Schorpp and ;~t%~, ~ ~'~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that Patricia R. Mohler signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. Swor~ or affirmed an~ subscribed to before me by Edward L. Sch.cu~Rp anf A~J~!C%~ '~-~.~(~,(L~L.; of '--'-"'-'.~%.L.L~L.:C.~%" , 1995. , witnesses, this i~ day Witness, Edward ~,. ~Sch6r'pp ... !..?.,, , ,:,, .~ .~. ,Il .... -~- >... / ~ .f,...., ,.,, Witness Not'~'ry "Publ i ,... ~.. !.. ~Carlis!e,.Cum~_Coumy LMy commission Expires Sept..4,1995 (SEAL) F:\FILES\DATAF1LE\ESTATES\ 11076-2.notic¢.cer CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Patricia R. Mohler Date of Death: April 30, 2004 File No. 21-04-00530 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about t4 ~t~'t' ~- ,2004. Mr. John W. Mohler 301 Franklin Street Carlisle, PA 17013 Date: Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A 2004 MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative ~-,~-~ - ~., ~\~_ BUREAU OF TNDTVZDUAL TAXES INH£RTTANCE TAX DTVTSTON DEPT. ZBO60Z HARRTSBURg, PA 171Z&-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EDWARD L SCHORPP ESQ ET~.~'~ ;:_. ~,. NARTSON CARLISLE ~ ' 'PA!' 17015 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACM REV-15q? EX AFP (02-03) 08-16-200q MOHLER PATRICIA R Oq-$O-ZOOq 21 0q-0530 CUMBERLAND 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYHENT TO: RE$1STER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 _C_U_T__A__L_O_H_G_~S L'r~E ~!~IB'" RETA'rN LOWER PORT'rON FOR YOUR RECORDS d REV-1547 EX APr (~i---~~-Z-~--~F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MOHLER PATRICIA R FILE NO. 21 0q-0530 ACN 101 DATE 08-16-200q TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/PartnershAp Interest (Schedule C) ($) q. Mortgages/Notes ReceAvablo (Schedule D) (q) 5. Cash/Bank DeposAts/MAsc. Persona! Property (Schedule E) ($) 6. JoAntly Owned Property (ScheduZe F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/MAsc. Expenses (Schedule H) (9) 10. Debts/Mortgage LiabAlitAes/LAens (Schedule Z) (10) 11. Total Deductions 12. Not VmZue of Tax Return 15. lq. Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Not Value of Estate Sub,oct to Tax .00 795.15 .00 .00 23/509.77 .00 .00 5,096.55 (8) NOTE: To Ansure proper credit to your account, submit tho upper port/on of thLs form wAth your tax payment. .00 (11) ; .I]0~. ;; (1~) 19,208.~7 (15) . O0 (1~) 19,208.37 NOTE: 'r.F an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of L/no lq at Spousal rate 16. Amount of Line lq taxable at Lineal/Class A rate 17. Amount of LAne lq at SAbllng rate 18. Amount of Llne lq taxable et Collateral/Class B rate 19. Prlncipal Tax Duo tAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) (is) 19,208.37 x O0 : .00 (16) .00 X Oq5 = .00 (17) . O0 x 12 = . O0 (18) . O0 x 15 = . O0 (19)= . O0 AHOUNT PAID TOTAL TAX CREDIT I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ( 1F TOTAL DUE TS LESS THAN $1, NO PAYMENT TS REQUTRED. TF TOTAL DUE TS REFLECTED AS A "CREDIT' (CA), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORM FOR /NSTRUCT/ONS.) ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDITIONAL INTEREST. .°°I .00 .00 .00 c~, RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, tho Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Zi40 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (72 P.S. Section 9140). Detach the top pert[on of this Notice and submit with your payment ta the Register of #ills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NZLLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ara available at the Off[ca of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for forms order[ne: 1-800-56Z-ZO50; services for taxpayers with spec[aX hearing and / or speaking needs: 1-800-447-5020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assesseent of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81OZ1, Harrisburg, PA 171lB-IaI1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviee Unit, Dept. ZBO601, Harrisburg, PA 171ZB-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If 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 allowed. The 15Z tax aenesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. Ali taxes which became delinquent on and after January 1, 19aZ will bear interest at a rata which w[11 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19BZ through ZOO4 are: Interest Daily Interest Daily interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 lOX .00054& ~'8-1991 11Z .000501 ~ 9X .000Z47 1985 Z6Z .000438 199Z 9Z .000247 ZOOZ 6Z .000164 1984 llZ .000501 1995-1994 7Z .00019Z 2005 5Z .000157 1985 15Z .000556 1995-1998 9Z .000247 2004 4Z .OOOllO 1986 IOZ .000Z74 1999 7Z .O0019Z 1987 IOZ .000Z74 ZOO0 7X .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUIIBER OF DAYS DELTNQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 SCHORPP EDWARD L 10 EAST HIGH STREET CARLISLE, PA 17013 RE: Estate of MOHLER PATRICIA R File Number: 2004-00530 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/30/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, !:::;~:!::::t Clerk of the Orphans' Court cc: File Personal Representative(s) '~1 ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 MOHLER JOHN W 301 FRANKLIN STREET CARLISLE, PA 17013 RE: Estate of MOHLER PATRICIA R File Number: 2004-00530 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/30/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, k~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ,~1