The URL can be used to link to this page

Home My WebLink About04-0111 PETITION FOR PROBATE and GRANT OF LETTERS Estate of' Dorothy E. Swanqer No. ~[ - 0~' ~[ also known as Dorothy Swanqer To: Register of Wills for the · Deceased. County of Cumberland in the Social Security No. 180- 26- 6516 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut named in the last will of the above decedent, dated December 23, ,1975 and codicil(s)dated N.A. Decedent's Husband: C~o_nrgo W_ .qwanger, died March 26, 1981 Norman M_ .qnahr_ Jr ~ February ] ]ooa P~ ~ tioner _ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 1000 Claremont Drive~ Middlesex Township, Carlxsle, Pennsylvania (list street, number and muncipality) Decendent, then 87 years of age, died December 17, , l~r 2003, at 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: N/A Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ unknown (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: N/A e a WHEREFORE, petitioner(s) respectfully rgqtles, t(s) the probate of ~.~ .s~ will and codicil(s) presented herewith and the grant of letters, or Actma_na. sx;ratxon . (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~ ~ Lucette M. Riz~a~to ~=.~ 607 Bay ~'= Mochanic_~burg OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND 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 affirq~[, and subscribed i~ / .'z:2~~ 7'~./~~ before me this -~""-- __ day of ucette M _ ~ ,~b~,^~_%.,~-- ' I'Y~x2004t' ~' - No. O_l-Oq- Itt Estate Of DOROTttY E. SWANGER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~'~J~~a.,., -~ x~9 2004, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, December 23, 1975 IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of Dorothy ~- gwanger ; and Letters of ndmi ni gt_ration C.T.A. are hereby granted to Lucette M. Rizzutto PrSt-~ba~e, Letters, Etc .......... $ Iii}. em Short Certificates( ) .......... $ to,CO 4:7077 ATTORNEY (Sup. Ct. I.D. No.) Renunciation ................ $ 5.t~>- 44 W. Main Street, Mechanicsburg, PA ~$0_P $ I0. ¢0 ADDRESS 17055 ~ TOTAL $ q2..tO Filed .~~-~..~.,. ~ ~.. 717-697-8528 PHONE REGISTER OF WILLS OF CUMBP. RLAND COUNTY OATH OF SUBSCRIBING WITNESS Richard C. Snelbaker mx~x 0$Mc, li) a subscribing witness to the will presented herewith,/tealS[ being duly qualified according to law, de. pose(s). ~nd say(s) that Richard C. Sne]_baker was present and saw uoro~ny E. Swanger the testat_r..ix__, sign the same and that he signed as a witness at the request of testat rix in h er presence and (in the pr~nce of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this -.~ 7", day of Richard C. S~ker ~- ---~ ;~ (Address) Register (Name) .' COMMONWEALTH OF PENNSYLVANIA (Address) Susan L, Matrazi, Nolary Public Mechanicsburg Boro, Cumberland County My Commission Expires Nov. 24, 2007 Member, Pennsylvania Association Of Notl;wies REGISTER OF WILLS OF CUI~IBP..RLAIqD COUNTY OATH OF NON-SUBSCRIBING WITNESS Lucette M. Rizzutto (eW~eh~ a subscriber hereto, (~C'a~{rr) being duly qualified according to__ law, .c~epose~s) and say(si that she is uoro~ny ~. Swan~r familiar with the signature of ., testat rix of (otre-crf--'tt~--~xbs-cribi~-wi'me~ses--to) the will presented herewith and that Lucette M. Rizzutto believes the signature on the will is in the handwriting of Dorothy E. Swanger her to the best of knowledge and belief. worn to or e ore me, m~is ~") ' day of Lucette M. Rxzz~e~tto ---~-'fPAr~L.~,.-e~.~,~_:_._~ l~:X 2004 ,:n~ ',a~.. o~- .- ........ , ~ (Address) ~ {~- ~ ~3t~ Registe~ ~)~L~._'~ (Name) (Address) RENUNCIATION In Re Estate of Dorothy E. Swanqer deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned John N. Spahr, nephew of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration C,T,A, be issued to Lucette M. Rizzutto, niece of the decedent. WITNESS nay hand this ~ day of January , I~ 2004 John N. Spahr 325 E. Marble Street Mechanicsburg, PA 17055 (Address) (Signature) (Address) (Signature) (Address) 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 fihng. WARNING: It is illegal to duplicate this copy by photostat or photograph. COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 87 : } Mar ~ 1~6 ~rr sBurg ~a. J' C ......... I ..~ ~*m I~*c'~"~5 ( ........... ~.~:""'~.~, .. . t~ ~c~o~ ~ .,s~.~ o.~..~ I.*C~. ~ .......... ~.. ~...,~ UIIIUB/IBHO [ I~IUUI~5~X ~wp. I ularemonl Nursing & Nehablhtatlon I~ ~,~.~,. ],s~ White I. I-. I. · ~~er~) oUvy'y ~ ~ G~,~ I ........ ,,. ~l ,,. Carlisle.1000 ~laremontp =,,~ ~,Dnve 17013 I,c,u,t(~.~,,~, ,.. s,,~ Pennsylvania ,..~ ~. ~,. Mia~iese~'Twp. -enn.~,van,~ Cumberland '"'"' Norman M. Spahr Sr. Pearl Wolfe LuceRe U. R=utto ]'~°"~'~a~~Es~a~' Pa 17055 ~'~ .... ~ ........ ~.,.~ 1~3~.=?''~" I;~o~-.-.~,..,~,.~ i~.~.c~.~,... I,tT'-~5~;7- al Dec 19, 2003 I Dillsburg Cemete~ I Dillsburg Pa /'-~~' ~ ~ .... I .... ~ ..... FD-014318-L I"Au'~n~e In ........ ""~ ........................................................................................... LAST WILL AND TESTAMENT I, DOROTHY E. SWANGER, of the Borough of Mechaniesburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. give, and bequeath all the rest, residue SECOND. I devise and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my husband, GEORGE W. SWANGER, absolutely and in fee simple, if he survives me. THIRD. If my husband, GEORGE W. SWANGER~ does not survive me, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my brother, NORMAN M. SPAHR, JR., absolutely and in fee simple. If the said NORMAN M. SPAHR, JR., should predecease me, I order and direct that the residue of my Estate to which he would have been entitled had he survived me shall be distributed unto his issue per stirpes by representation and not per capita. LASTLY. I nominate, constitute and appoint my brother, NORMAN M. SPAHR, JR., to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my nephew, namely, JOHN N. SPAHR, LAW MART$ON AND to be the Exeeutor hereof, each to serve without bond. IN WITNESS WHEREOF, I, DOROTHY E. SWANGER~ have hereunto set my hand and seal to this~ my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this ~ day of Deeember~ A. D., One Thousand Nine Hundred Seventy-five (1975). The preeeding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix~ was on the date thereof signed, sealed, published and declared by DOROTHY E. SWANGER, the Testatrix therein named~ as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each others have subscribed our names as witnesse~er~o.~[~ ~W OFFICES MARTSON AND SNt='L.BAKEI~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Dorothy E. Swanger Date of Death: December 17, 2003 No. 21-04-0111 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 February 9, 2004. Name Address John N. Spahr 325 E. Marble Street Mechanicsburg, PA 17055 Lucette M. Rizzutto 607 Bay Street Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: February 9, 2004 Keith O. Brenneman, Esquire Snelbaker, Brenneman & Spare, P. C. 44 W. Main Street Mechanicsburg, PA 17055 (717) 697-8528 Counsel for Personal Representative Vel uu LAW OFFICES SNELBakEr. BRENNEMAN & SPARE ~k COMMONWEALTH OF KI""V-- I ~UU ~ PENNSYLVANIA .l,~~~::l~L DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN 21 0 4 0 0111 HARRISBURG, PA17128-0601 RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z Swanqer, Dorothy E. 180 - 26 - 6516 t"t DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I.U 12-17-2003 03-15-1916 REGISTER OF WILLS O III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER LU I~1' Original Return [] 2. Supplemental Return [] 3. Remainder Return (date or death pdor te 12-13`82) ~I:).Oa: '" [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death a~t~r 12-12-82) [] 5. Federal Estate Tax Return Required ~[6. Decedent Died Testate (At~ach copy of win) [] 7. Decedent Maintained a Living Trust (At~ach copy of Trust) 0 8. Total Number of Safe Deposit Boxes < [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (dat~ of dea~ batw~, r2-3~-9~ a.d ~-1-95) [] 11. Election to tax under Sec. 9113(A)(Attach Sch O) Z "' NAME COMPLETE MAILING ADDRESS C] z K~_i ~h O_ Rr~nn~maD O " FIRM NAME (ffAppricable) " 44 W Main Street ~ Snelbaker. Brenn~m~n & .qp~r~_ p ~ ' "' TELEPHONE NUMBER ' -' :-- Mechanicsburg, PA 17055 o u 717-697-8528 1. Real Estate (SchedufeA) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ~;T' 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal ProperLy (5) 5 0 6 _ 9 5 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [---~ Separate Billing Requested ~!,.... ::::3 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0 ~ (Schedule G or L) d~ 8. Total Gross Assets (total Lines 1-7) (8) 5 0 6. 9 LLI 9. Funeral Expenses & Ad ministrative Costs (Schedule H) (9) 1 ~. 0 2 8.8 1 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10) 2 5 3 · 5 5 2.7 7 11. Total Deductions (total Lines 9 & 10) (11) 2 5 4 ¢ 5 81.5 8 12. Net Value of Estate (Line 8 minus Line 11) (12) ( 2 5,4 · 0 7 4.6 3 ) 13. Chantable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax 15. ~ rate, or transfers under Sec. 9116 (a)(1.2) x .0 (15) ~, 16. Amount of Line 14 taxable at lineal rate x .0 (16) 13. 17. Amount of Line 14 taxable at sibling rate x .12 (17) O 18. Amount of Line 14 taxable at collateral rate x . 15 (18) 19. Tax Due (19) 0 Decedent's Complete Address: STREET ADDRESS 1000 Claremont Drive C'TYCarlisle ISTATE Pa IZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest]Penalty if applicable Total Credits (A + B + C ) (2) D. Interest E. Penalty Total Interest]Penalty ( B + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 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; ............................................ [] [] c. retain a reversionary interest; or ...... .... [] [] d. receive the promise for life of either payments, benefits or care? ...................................... [] [] 2. If death occurred after Becember 12, 1982, did decedent transfer property within one year of death without receiving adequate cons derat on? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Bid decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pedury, I dedare that I have examined this retum, including accompanying s4,h~ules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on ell information of which preparer has any knowledge. SIGNA.,T~JRE OF.P.ERSON RESPONSIBLE FOR FII LN'G RETURN ~~_ ~_.. ~,,~_ , Executrix ~//~'/0¢' D~TE ~'"¢D~'ESS607 Bay :t¢~e~, Mechanicsburg, PA 17050 SIGN?T~ THAN REPRESENTATIVE ,/?¢T~ ¢,¢ ADDRESS44 W. Main Street, Mechanicsburg, PA 17055 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 decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (6-98) !1 I SCHEDULE E COMMONWEALTH OF PENNSYLVANIA Ir. ASH, BANK DEPOSITS, & MISC. INHERITANCEREsiDENT DECEDENTTAX RETURN J PERSONAL PROPERTY ESTATE OF FILE NUMBER Dorothy E. Swanger 21-04-00] ] ] Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Citizens Bank Savings Account No. 6140203511 $451.60 2. Refund from Myers Funeral Home - funeral prepayment 40.44 3. Sprint - refund of bill overpayment 14.91 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy E. Swanger ?t-04-00!ll This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is /es. DESCRIPTION OF PROPERTY ITEM INCLUOETHENAMEOF'I~ETRANSFEREE. THEIRRELATIONSHIPTODECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER TH£DATEOF'~'~,ANSFER. ATTACHACOPYOFTHEDEEDFORREALESTATE. VALUE OF ASSET INTEREST {IFAPPLIC,~LEI VALUE l. Life In~arance Policy, United 1,000.0O 100% 0 Insurance Company of America, policy No. 27450166. Transferee/beneficiary Lucette M. Rizzutto (niece). Payment to beneficiary upon death. TOTAL (Also enter on line 7 Recapitulation) $ 0 (If more space is needed, insed additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy E. Swanger 21-04-00111 Debts of decedent must be reported on Schedule I'. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Add tess City State __ Zip Year(s) Commission Paid: 2. Att0rneyFees to Snelbaker, Brenneman & Spare, P.C. $500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Add ress City State __ Zip Relationship of Claimant to Decedent 4. Pr0bateFees to Register of Wills 42.00 5. A~0untan~sFees and reserve 200.00 6. ~[~[Fm~X~sPatriot News - advertise grant of letters 211.81 7. Cumberland Law Journal - Advertise grant of letters 75.00 TOTAL (Also enter on line 9, Recapitulation) $1,028.81 (If more space is needed, insert additional sheets of the same size) ,~ SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAXRETURN MORTGAGE UABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy E. Swanger 21-N4-~f1111 Re tort debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Department of Public Welfare, Commonwealth of Pennsylvania, Estate Recovery Program: Class 3 and Class 6 priority claims for medical assistance $253,552.77 TOTAL (Alsoenter on line 10, Recapitulation) $ 25~: 5c, 2: 77 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy E. Swanger 21-04-00111 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outrigh[ spousal distributions, and transfers under Sec. 9116 (a) (1.2)1 John N. Spahr nephew 1/2 of residue 325 E. Marble Street Mechanicsburg, PA 17055 2. Lucette M. Rizzutto niece 1/2 of residue 607 Bay Street Mechanicsburg, PA 17050 ENTER DOLLARAMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET I1 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 $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT I, DOROTIPf E. SWANGER, of the Borough of Mechaniesburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do m~e, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my husband, GEORGE W. SWANGER, absolutely and in fee simple, if he survives me. THIRD. If my husband, GEORGE W. SWANGER, does not survive me, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my brother, NORMAN M. SP~IR, JR., absolutely and in fee simple. If the said NORMAN M. SPAHR, JR., should predecease me, I order and direct that the residue of my Estate to ~]ieh he would have been entitled had he survived me shall be distributed unto his issue per stirpes by representation and not per capita. LASTLY. I nominate, constitute and appoint my brother, NORbbhN bi. SPAI[R, JR., to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my nephew, namely, JOHN N. SP~[R, to be the Executor hereof, each to serve without bond. IN WITNESS %~|EREOF, I, DOROTHY E. SWANGER, have hereunto set my ]land and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to eaeh of which I have affixed my signatut~e this ~l~ day of December, A. D., One Thousand Nine ]lundl~ed Seventy-five (1975). The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of tile Testatrix, was on the date thereof signed, sealed, published and declared by DOROTIFf E. SWANGER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, iii bet presence, and in the presence of each other, have subscribed our names as witnesse COMMONWEALTH OF PENNSYLVANIA ]. ss: COUNTY OF CUMBERLAND LUCETTE M. RIZZH~O.. Admin~$~r~r~w being duly sworn accord;ng fo law, deposes and says that She is the Administratrix C.T.A. of the Estate of Dorothy E. Swanger late of Middlesex Townshi~ , Cumberland County, Pa., deceased end ~ha~ ~he w;fh~n is an ;nvenfory made by Lucette M. Rizz~tto , the sa;d A~i~istratrix of the entire estate of sa;d decedent, consJsf;ng of all %he personal property and real estate, except real estate outs;de the CommonweeJfh of Pennsylvania, and fhaf the figures opposlfe each item of the Inventory represent it's fa;r value es of the date of decedenf's death. .~,/~' ~o and subscribed before me, ~ /~ t 607 Bay Street ~ ~/) ] Mechanicsburg, PA 17055 CO~ONW~LTH OF PENNSY[~NIA ~al ~1 I Addre,, . Su~n [ Ma~, No~ Pu~ic ~~ ~, Cum~dsnd ~un~ .. ~~~ Nov. 24, 2~7 Date of Death ~mber. PennsFl~ a~=odmt~n Of~otz~:c~ December 2003 Day ~onfh Year INSTRUCTIONS I. An ;nvenfory must be filed wifhin ~hree months after appo;nfmenf of personal representative. 2. A supplement inventory must be filed wifh;n th;dy days of d~scovery of .dd;fiona{ assets. 3. Additional sheets may be effeched es fo personel+y 4. See Arfic{e ~Y, F;duciarles Act of 1949. Inventory of the real and personal estate of DOROTHY E. SWANGER, deceased I. PERSONALTY. A. citizens Bank, savings account No. 6140203511 $451.60 B. Refund - Myers Funeral Home, funeral prepayment 40 44 C. Refund - overpayment to Sprint 14 91 TOTAL APPRAISED VALUE, ALL PERSONALTY: $506.95 NON II. REAL ESTATE. - TOTAL APPRAISED VALUE, ALL PROPERTY: $506 95 NO. 21-04-0111 FIRST AND FINAL ACCOUNT OF LUCETTE M. RIZZUTTO, ADM[NISTRATRiX C.T.A. UNDER THE LAST WILL AND TESTAMENT OF DOROTHY E. SWANGER, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED LUCETTE M. RIZZUTTO, ADMINISTRATRIX C.T.A. and Accountant herein avers as follows: Date of Decedent's Death: December 17. 2003 Date Letters of Administration C.T.A. issued: February 5. 2004 LETTERS WERE ADVERTISED AS FOLLOWS: Cumberland Law Journal: February 20, 27 and March 5, 2004 The Patriot News Company: FebruaU, 11. 18 and 25. 2004 Date of filing of Rule 5.6(a) Certification: February 12.2004 PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with receipt of the Decedent's following personalty as set forth in the Inventory and Appraisement filed August 20, 2004 in the Office of the Register of Wills of Cumberland County, Pennsylvania and as more fully set forth below: Citizens Bank Savings Account $451.60 Refund - Myers Funeral Home funeral prepayment: 40.44 Refund - Sprint account overpayment: 14.91 Total: $506.95 PERSONALTY, PRINCIPAL ACCO[FNT, DEBITS: $506.95_ PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items to be paid in the order set forth in Section 3392 of the Probate, Estates and Fiduciaries Code, from personalty principal upon confirmation of the Account: CLASS I. COSTS OF ADMINISTRATION: 1. Snelbaker, Brenneman & Spare, P. C., Reimbursement for: Probate fee to Register of Wills $ 42.00 Cumberland Law Journal 75.00 The Patriot News 211.81 Filing fee - inheritance tax return 20.00 Total: $348.81 2. Reserve for filing First and Final Account 150.00 3. Snelbaker, Brenneman & Spare, P. C., attorney's fees 750.00 The Accountant acknowledges the following claims for which there are no funds for the payment thereof: CLASS II. FAMILY EXEMPTION: NONE CLASS III. COSTS OF DECEDENT'S FUNERAL AND BURIAL, MEDICAL AND NURSING SERVICES FURNISHED WITHIN 6 MONTHS OF DEATH: A. Commonwealth of Pennsylvania; Department of Public Welfare, Class II claim: $29,865.88 Amount to be paid: -0- & SPARB CLASS IV. ACCOUNTANT CLAIMS NO CREDIT FOR GRAVE MARKER: NONE CLASS V. ACCOUNTANT CLAIMS NO CREDIT FOR RENT FOR OCCUPANCY OF DECEDENT'S RESIDENCE: NONE CLASS VI. ALL OTHER CLAIMS: A. Commonwealth of Pennsylvania, Department of Public Welfare, Class VI claim: $223,686.89 Amount to be paid: -0- TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $1 ~248.81 PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges herself with receipt of the following items from personalty income: NONE TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: NONE PERSONALTY - INCOME ACCOUNT CREDITS l'he Accountant claims credit for payment o~' the lbllowing items from personalty income: NONE I'OTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: NONE SPARE REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with receipt of the Decedent's Real Estate as tbllows: NONE TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: NONE REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items from real estate principal: NONE FOTAL, REAL ESTATE. PRINCIPAL ACCOUNT, CREDITS: NONE REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges herself with receipt of the following income from real estate: NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: NONE REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from real estate income: NONE TOTAL, REAL ESTATE. INCOME ACCOUNT, CREDITS: NONE RECAPITULATION I. PERSONALTY A. PRINCIPAL ACCOUNT Debits $ 506.95 Credits 1,248.81 Balance (741.86) B. INCOME ACCOUNT Debits NONE Credits NONE Balance NONE C. NET BALANCE OF PERSONALTY: NONE II. REAL ESTATE A. PRINCIPAL ACCOUNT Debits NONE Credits NONE Balance NONE B. INCOME ACCOUNT Debits NONE Credits NONE Balance NONE C. NET BALANCE OF REAL ESTATE: NONE Ili. NET BALANCE OF ESTATE FOR DISTRIBUTION: ~NONE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) LUCETTE M. RIZZUTTO, being duly sworn according to law deposes and says: that she is the Administratrix C.T.A. of the Estate of DOROTHY E. SWANGER, Deceased; that she is the Accountant herein; that the foregoing Accounting is true and complete; that the attached list or schedule [*] contains the names and addresses of all persons who have given notice of :heir claims, and whose claims remain unpaid; that the attached list or schedule [** I contains thc names and address of all persons interested in the distribution of said Estate; and that the facts set forth in the within Account are true and correct to the best of her knowledge, information and belief. (Administratrix and Accountant worn to and subscribed before me this ~ff ~ day of / J~,~, 2004. N;ta, pUblic ' ' GOMMONWE/.L I H O~ PENNSYLVANIA No,rial Susan L Matm~, No~ Public M~ani~rg Boro, Cum~dand ~un~ My ~m~im Expires Nov. 24, * Persons having claims against Estate: Commonwealth of Pennsylvania Dep~ment of Public Welfare Estate Recovery Program Attention: Sandi L. Sral P. O. Box 8486 Ha~isburg, PA ]7105-8486 ** Persons interested in distribution of Estate: Lucette M. Rizzutto John N. Spahr SNEL[BAKER 607 Bay Street 325 E. Marble Street {~RENNEMAN Mechanicsburg. PA 17050 Mechanicsburg. PA 17055 ~,,~'~"'~ - ~--~\C,_ CONNONNEALTH OF PENNSYLVANZA BUREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE ZNHERZTANCE TAX DZVZSZON DEPT. 180601 HARRZSBURG, PA 17118-060! NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX REV-15~7EXAFP{01-O$) ~:~ DATE lO-11-200q : ESTATE OF SNANGER DOROTHY E DATE OF DEATH 12-17-2005 FZLE NUNBER 21 0q-0111 '04 OC[ 13 :,'i~. :~6 COUNTY CUMBERLAND KEITH 0 BRENNEMAN ACN 101 SNELBAKER ETAL Aeoun~ qq W MAZN ST MECHANICSBURG PA 17(t~*~i:i: ...... MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGZSTER OF NZLLS CUMBERLAND CO COURT HOUSE CARL/SLE, PA 17015 CUT ALONG THZS LZNE I~ RETAZN LONER PORTZON FOR YOUR RECORDS REV-15~7 EX AFP ~01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT; ALLONANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF SHANGER DOROTHY E FZLE NO. 21 0q-0111 ACN 101 DATE 10-11-200q TAX RETURN HAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Reel Es~e~e (Schedule A) (1) O0 NOTE: To insure proper 2. S~ocks and Bonds (Schedule B) (2) O0 cred1~ ~o your account, $. Closely Held S~ock/Par~nership [n~eres~ (Schedule C) ($) O0 subei~ ~he upper portion q. Mortgages/No,es Receivable (Schedule D) (q) O0 of ~his fore wi~h your 5. Cash/Bank Deposits~Misc. Personal Proper~y (Schedule E) (5) 506 95 ~ex payment. 6. Jointly Owned Proper~y (Schedule F) (6) O0 7. Transfers (Schedule G) (7) O0 8. To,al Asse~s (8) 506.95 APPROVED DEDUCTZONS AND EXENPTZONS: 1,028.81 9. Funeral Expenses/Adc. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabili~ies/Liens (Schedule I) (10) 255 ~ 552.77 11. To,al Deduc~ions (11) 2S~ · ~! - 12. Ne~ Value of Tax Re~urn (12) 25q,O7q.65- 15. Charitable/governmental Bequests; Non-elected 911~ Trusts (Schedule J) (15) .00 lq. Ne~ Value of Es~a~e Subjec~ ~o Tax (lq) 25q,O7q.65- NOTE: Z~ an assessment was issued previously, lines la, 15 and/or 16, 17, 18 and 19 reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aeoun~ of Line lq a~ Spousal re~e (15) .00 X O0 = .00 16. Aeoun~ of L/ne lq ~axable a~ L~neal/Class A ra~e (16} .00 X Oq5 = .00 17. Aeoun~ of L/ne lq a~ Sibling re~e (17) .00 X [Z = .00 18. Aeoun~ of Line lq ~axeble a~ CoZle~eral/Class B ra~e (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDZTS: PAYMENT RECE/PI DZ$COUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PA~D (-) TOTAL TAX CRED/T .00 BALANCE OF TAX DUEI .00 ZNTEREST AND PEN. . O0 TOTAL DUE . O0 1F pATD AFTER DATE TND/CATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REgUZRED. FOR CALCULATZON OF ADDTTZONAL ZNTEREST. ZF TOTAL DUE TS REFLECTED AS A "CREDZT" (CR', YOU HAY BE DUE, )~ A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possess[an or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laeful Class D (collateral) rate an any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of lOgO. (72 P.S. Section 9140). PAYNENT: Detach the top port[on of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NIECe, AGENT REFUND (CR): 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 ars available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-$020 (TT only). OBJECTIONS: Any party in interest not satisfied wlth the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOZ1, Harrisburg, PA 17liB-lOll, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal ta the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual afters discovmrsd on this assessment should ba addressed in writing to: PA Dapar~dnant of Revenue, Duraau of Individual Taxas, ATTN: Post Assessmant Reviaw Unit, Dept. 280601, Harrisburg, PA I7128-0601 Phone (717) 787-6505. Sea page 5 of tha booklat "Instructions for Inharitanca Tax Return for a Rasidant Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacadant's death, a five percent (52) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty per[od. 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: Interest is charged beginning with first day of delinquency, or nine (g) months and Dna (1) day from the date of death, to the data of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .0005~8 T~'8-1991 ZZZ .00050l ~ 92 .000247 1983 162 .000438 1992 92 .000247 ZOOZ 62 .000164 198~ llZ .OOO30l 1993-1994 72 .000192 2003 52 .000137 1985 13Z .000356 1995-1998 92 .000247 2004 42 .000110 1986 lOZ ,000274 1999 72 .O0019Z 1987 lOZ .000274 ZOO0 72 .O0019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ;z i! STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dorothy E. Swan~er Date of Death: December 17, 2003 Will No.: Ad . N 21-04-0111 mm. 0.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State ~ether administration of the estate is complete: Yes 0 No 0 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 -XX No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c;") (':, c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this repoy~. _ _ _ 2005 _1/YlYf/I/Il!/"-- Signature Date: U---h 23 ~ , '") ".1 Keith O. Brenneman Name 44 W. Main Street Mechanicsburg, PA 17055 Address (717)697-8528 Telephone No. Capacity: 0 Personal Representative Ii] Counsel for personal representative ~