The URL can be used to link to this page

Home My WebLink About03-0434CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS Estate of KATHARINE E. LEWIS No. also known as LOUISE DESTEFANO Petitioner(s), who is/are 18 years of age or older, apply(les) for: , Deceased Social Security No. 169142638 (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut RIX ~-~ Decedent, dated 7125102 and codicil(s) dated N/A named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal residence at 105 RUNSON ROAD, CAMP HILL, CAMP HILL BORO, Decedent, then 88 (list street, number and municipality) years of age, died MAY 20 ,2003 , at HOLY SPIRIT HOSPITAL (Location) 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 ........................................................................................ $, Total Real Estate situated as follows: 105 Runson Road, Camp Hill, Camp Hill Boro, Cumberland County, PA 17011 180,600.00 111,630.00 292,230.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I Signature Typed or printed name and residence LOUISE DESTEFANO 217 LAUREL LANE LANSDALE, PA 19446 RW-7 00: Z~ /..Z' A~'N £0. Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according~to law~, '. ~ Sworn to and affirmed and subscribed _'~ ~c~,___ ~ before me this 27th day of v) MAY 2003 DECREE OF REGISTER Estate of KATHARINE E. LEWIS also known as Deceased No. 21-2003-0454 Social Security No: 16914263~ Date of Death' 5/20/03 AND NOW, HAY 27~'~-I , 2003 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [k"l Testamentary I-I of Administration (c.ta., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to LOUISE DESTEFANO in the above estate and that the instrument(s), if any, dated 07/25/2002 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ...7. ........... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( 3 ) .............. $ Codicil .................................$ JCP Fee .................................$ Inventory & Tax Forms ............. $ Other ...................................... $ 270.00 21.00 9.00 10.00 TOTAL ............................. $ 310.00 CALL FIRST ~NEY WILL PICK UP LE~FZE~SON 5/27/2003 Attorney: LINUS E. FENICLE I.D. No: 20944 Address: 2331 MARKET STREET CAMP HILL PA 17011 Telephone: 717-763-1383 DATE FILED: 05/27/2003 00: ;~l,:J LZ: AVN £0. 21-2003-434 \\Ntserver\Imontgomery\wpwinkLinus\Wills\Lewis K. Will .wpd July 24, 2002 , LAST WILL AND TESTAMENT OF KATHARINE E. LEWIS I, KATHARINE E. LEWIS, a resident of 105 Runson Road, Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and codicils by me heretofore made. II. I direct that all my just debts and funeral expenses be paid as soon as conveniently can be one after my death. III. I give and bequeath the following sums of money to the individuals stated: (a) The sum of TEN THOUSAND DOLLARS ($10,000.00) to my grandniece, JOANNE WOLPERT. If she fails to survive me, this bequest shall be distributed to her child. (b) The sum of TEN THOUSAND DOLLARS ($10,000.00) to my grandniece, KATHRYN O'MARA. If she fails to survive me, this bequest shall be distributed equally to her surviving children. (c) The sum of TEN THOUSAND DOLLARS ($10,000.00) to my grandnephew, DAVID DeSTEFANO. If he fails to survive me, this bequest shall be distributed to his wife. If she fails to survive me, this bequest shall be distributed equally to his surviving children. (d) The sum of TEN THOUSAND DOLLARS ($10,000.00) to my niece, JOAN ROBERTS. If she fails to survive me, this bequest shall be distributed to her husband. If he fails to survive me, then this bequest shall be distributed to JOHN DeSTEFANO. Page 1 of 4 I~atharine E. Lewis \\Ntserver\lmontgomery\wpwin\Linus\Wills\LewisK Will. wpd July, 24, 2002 (e) The sum of FIFTEEN THOUSAND DOLLARS ($15,000.00) to my nephew VINCENT TILLMAN. If he fails to survive me, this bequest shall be distributed to his wife. If she fails to survive me, then this bequest shall be distributed to JOHN DeSTEFANO. (f) The sum of THREE THOUSAND DOLLARS ($3,000.00) to DIANE VELOZO. If she fails to survive me, this bequest shall be distributed to JOHN DeSTEFANO. (g) The sum of THREE THOUSAND DOLLARS ($3,000.00) to GERALYN MATSCAVAGE. If she fails to survive me, this bequest shall be distributed to JOHN DeSTEFANO. IV. I give, devise and bequeath my house, car, personal furnishings, books and clothes to my niece, LOUISE DeSTEFANO. If LOUISE DeSTEFANO fails to survive me, this bequest shall go to her husband, JOHN DeSTEFANO. go All the rest, residue and remainder of my estate, real and personal and mixed, I give, devise and bequeath as follows: (a) Seventy-five percent (75%) to LOUISE DeSTEFANO. (b) Fifteen percent (15%) to my nephew, WILLIAM DANIEL BRENNAN. (c) Ten percent (10%) to my nephew, GARY JAMES BRENNAN. (d) If any of these individuals predecease me, their share shall lapse and be distributed to my niece's husband, JOHN DeSTEFANO. VI. 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 expenses of the administration of the estate. Page 2 of 4 \~qtserver~lmontgomery\wpwin\Linus\Wills\LewisK. Will.wpd Jul3~24, 2002 VII. I nominate, constitute and appoint my niece, LOUISE DeSTEFANO, as Executrix of this Will. In the event she shall predecease me, or fail to qualify or complete the administration of my estate, then I appoint my niece's husband, JOItN DeSTEFANO, to serve as Executor of this Will. I request that the Executrix or Executor be permitted to serve without bond and without furnishing any other security. I further direct that the Executrix or Executor be allowed to serve without intervention of any court except as required by law. VIII. I give my said Executrix or Executor, absolute discretion and the fullest authority in all matters including, but not limited to, complete authority to sell at public or private sale, for cash or credit, with or without security, mortgage, lease, and dispose of all property, real, personal or mixed, at such times and upon such terms and conditions as he or she shall determine in the best interest of my estate. I direct that the administration of my estate be as independent of probate proceedings as the laws in force at my death shall permit. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my LAST WILL AND TESTAMENT, consisting of four (4) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, this ,.~0- day of ~ 2002. KAT~IXRINE E. LEWIS, Te~tatrlix Signed, sealed, published and declared by the above-named Testatrix, KATHARINE E. LEWIS, as and for her Last Will and Testament, in the sight and 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. Witnes/s ' Wftness Page 3 of 4 \\Ntserver\lmontgomery\wpwin\Linus\WillskLewisK. Will.wpd ~.~ July,24, 2002 o · : ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, KATHARINE E. LEWIS, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; 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 BEFORE ME BY KATHARINE E. LEWIS, THE TESTATRIX THIS ,~?f4t' DAY OF .(--~. ~g_J-' , 2002. NOTARIAL SEAL '~KA~HklilNE E. LEWIS, Tes-tatriXx CASSANDRA T. ROSENBAUM, Notanj Publk=[/~ ~ , CampHillBoro, CumberlandCounty I///~ ~ /~r~¥~z / ~SJ/~/ ~t ~_~5~L , My Commission Expires December 4, 2004 I ......... -.v-- - ~qotary Public / COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) : SS. ) THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES 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 THE TIME EIGHTEEN (18)OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. ~-'fbDAY (~~xORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS OF ~,/ ,2002. ' 'NO?ARIAL'EA~ "'" i Witnes~_2/~ [ CASSANDRA T. ROSENBAUM, Nota~j PublicI ! Camp Hill Bom, Cumberland County ~ My Commission Expires December 4, .I Wit~/~ss~'~ Notary Public Page 4 of 4 ~1-0 3.- ¢,~ 00: Zl, r.t LZ ~VI,,I Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6 (0.),. Katharine E. Lewis Date of Death: May 20, 2003 Will No. 21-03-0434 of 2003 Admin. No. 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 May 30, 2003: Name Address Louise DeStefano William D. Brennan Gary_ James Brennan Joanne Wolpert David DeStefano Kathryn O'Mara Joan Roberts Vincent Robert Tillman Diane Velozo 217 Laurel Lane Lansdale, PA 19446 30 Villa Street Pottsville, PA 17901 15 York Farm Pottsville, PA 17901 361 Norman Avenue Hatfield, PA 19440 264 S. Thistle Down Kennett Square, PA 19348 2015 Spring Valley Road Lansdale, PA 19446 RD #3, Wilson Road Somerset, NJ 08873 109 N. Brobst Street Shillington, PA 19607 c/o Donald Velozo 112 N. 33 Street Camp Hill, PA 17011 Geralyn Matscavage 606 Brisbain Lane Enola, PA 17025 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A Linus E. Fenicle, Esquire Reager & Adler, PC 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 Counsel for Personal Representative THEODORE A. ADLER + DAVID W. REAGER CHARLES E. ZALESKI LINUS E. FENICLE DEBRA DENISON CANTOR Writer's E-Mail Address: reagerpc@epix.net REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com July 17, 2003 THOMAS O. WILLIAMS SUSAN H. CONFAIR JOANNE HARRISON CLOUGH SUSAN J. SMITH DOUGLAS LEHMAN + Certified Civil Tdal Specialist Via hand delivery Cumberland County Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Estate of Katharine E. Lewis Will No. 2003-0434 Our File No. 98-361.001 Dear Register: Enclosed please find a check in the amount of $42,750 as a deposit on the inheritance tax account for the above-referenced estate. Please issue a receipt. Thank you for your attention to this matter. Enclosure Ve truly yours, Momca D. Zercher Legal Assistant COMMONWEALTH OF PENNSYLVANIA DEPARTMENT QF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002821 REAGER & ADLER PC 231 MARKET STREET CAMP HILL, PA 17011-4642 ........ fold ESTATE INFORMATION: SSN: 169-14-2638 FILE NUMBER: 2103-0434 DECEDENT NAME: LEWIS KATHARINE E DATE OF PAYMENT: 07/18/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $42,750.00 TOTAL AMOUNT PAID: $42,750.00 REMARKS: LOUISE DESTEFANO EXECUTRIX C/O REAGER & ADLER-HAND DELIVERED SEAL CHECK//113 INITIALS: SK · RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS THEODORE A. ADLER + DAVID W. REAGER CHARLES E. ZALESKI LINUS E. FENICLE DEBRA DENISON CANTOR Writer's E-Mail Address: reagerpc@epix,net REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com August 21, 2003 THOMAS O. WILLIAMS SUSAN H. CONFAIR JOANNE HARRISON CLOUGH SUSAN J. SMITH DOUGLAS LEHMAN + Certified Civil Trial Specialist Via hand delivery Cumberland County Register of Wills Cumberland County Courthouse Carlisle, PA Estate of Katharine E. Lewis Will No. 2003-0434 Our File No. 98-361.001 Dear Madam: Enclosed please find a check in the amount of $17,000.00 as an additional deposit on the inheritance tax account for the above-referenced estate. Please time stamp the copy of this letter and issue a receipt. Thank you for your attention to this matter. Very truly yours, / Mbnica D. Zercher Legal Assistant Enclosure 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 NO. CD REV-1162 EX(11-96) 002926 REAGER & ADLER PC 2331 MARKET STREET CAMP HILL, PA 17011-4642 ........ fold ESTATE INFORMATION: SSN: 169-14-2638 FILE NUMBER: 2103-0434 DECEDENT NAME: LEWIS KATHARINE E DATE OF PAYMENT: 08/21/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $17,000.00 TOTAL AMOUNT PAID: 7,000.00 REMARKS: LOUISE DESTEFANO EXECURIX C/O REAGER & ADLER PC SEAL CHECK# 126 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL Z LEWIS, KATHARINE E. ~ DATE OF DEATH (UU-DD-Year) DATE OF BIRTH (MM-DD-Year) ~ 05/20/2003 03/04/1915 LU (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) LLI Z z z 0 Q. Lu n, 0 r~l. Odginal Return [~4. Limited Estate ~'~6. Decedent Died Testate (Altach copy of Will) [---~ 9. Litigation Proceeds Received [] 2. Supplemental Return r~4a. Future Interest Compromise (date ofdeath after 12-12.82) D T. Decedent Maintained a Living Trust (A~ach copy of Trust} F-"] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 3 0 4 3 4 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 1 6 9-1 4-2 6 3 8 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [-~3. Remainder Return (dateofdeathpdorto 12-13-82) [--"~ 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME LINUS E. FENICLE FIRM NAME (If Applicable) REAGER & ADLER, P.C. TELEPHONE NUMBER 717-763-1383 COMPLETE MAILING ADDRESS 2331 MARKET STREET CAMP HILL 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 Prope~ (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) --] Separate Billing Requested 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) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) (11) (12) (13) (14) PA 17011 111,630.00 31,176.00 231,207.61 46,754.1 OFFICIAL USE ONLY 420,767.71 7,198.97 1,075.70 8,274.67 412,493.04 412,493.04 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X X X .12 412,493.O4 x .15 (15) (16) (17) (18) (19) 61,873.96 61,873.96 · Decedent's Complete Address: STREET ADDRESS 105 RUNSON ROAD CITY CAMP HILL JSTATE PA I ziP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) A. Spousal Poverty Credit B. Pdor Payments 59,750.00 C. Discount 3,093.70 Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5Al B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5BI 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 December 12, 1982, did decedent transfer property within one year of death without receiv ng 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. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary des gnat on? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. 61,873.96 62,843.70 969.74 0.00 0.00 Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Louise M. DeStefan(~ ' ' 217 Laurel Lane, Lansdale SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE PA 19446 ADDRESS Linus E. Fenicle DATE 2331 Market Street, Camp Hill PA 17011 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 (al (1.1)(il]. 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 (al (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(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-150Z EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER LEWIS. KATHARINE E. 21 03 0434 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts, Real property which is jointly-owned with right of survivorship must be di?Jn~_ed on Schedule F. ITEM NUMBER 1. DESCRIPTION 105 RUNSON ROAD, CAMP HILL, PA 17011 county assessed value. See attached. TOTAL (Also enter on line 1, Recapitulation) VALUEAT DATE OF DEATH 111,630.00 111,630.00 (Ifmorespa~isneeded, inse~additionalshee~ofthesamesize) .REV-1503.EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LEWIS. KATHARINE I:, SCHEDULE B STOCKS & BONDS FILE NUMBER 21 03 All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION $10,000 - SERIES I BOND Serial Number: X0014182801 ITEM NUMBER 1. $10,000 - SERIES I BOND Serial Number: X0014182811 $10,000 - SERIES I BOND Serial Number: X0014182821 TOTAL (Also enter on line 2, Recapitulation) $ 94~4 VALUE AT DATE OF DEATH 10,392.00 10,392.00 10,392.00 31,176.00 (Ifmorespa~isneeded, inse~addiUonalshee~ofthesamesize) . REV-150& EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF LEWIS. KATHARINE E. FILE NUMBER 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. q4;34 ITEM NUMBER 1. VALUE AT DATE DESCRIPTION OF DEATH 7,380.96 PNC BANK CHECKING ACCOUNT Account Number: 5140037916 PNC BANK SAVINGS ACCOUNT Account Number: 5003649393 PNC BANK SAVINGS ACCOUNT Account Number 5003650386 WAYPOINT BANK CERTIFICATE OF DEPOSIT Account Number: 8000056662 FULTON BANK - CERTIFICATE OF DEPOSIT Account Number: 022-0132221 NEW CUMBERLAND FEDERAL CREDIT UNION Account Number: 1474 984 OLDSMOBILE DELTA 88 Kelley Blue Book Value .~OMMERCE BANK/HARRISBURG, N.A. - CERTIFICATE OF DEPOSIT Account Number 27846 COMMERCE BANK/HARRISBURG, N.A. - CERTIFICATE OF DEPOSIT Account Number 0301300 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 8,277.40 15,009.18 53,553.35 49,929.59 4,604.12 575.00 41,339.84 50,538.17 231,207.61 · REV-1509-EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER LEWIS. KATHARINE E, 21 03 0434 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. LOUISE DESTEFANO 217 LAUREL LANE NIECE LANDSDALE, PA 19446 C JOINTLY. OWNED PROPERTY: LE ~ I ER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1. A. 12/01 WAYPOINT BANK - CERTIFICATE OF DEPOSIT 23,527.26 50. 11,763.63 Account Number 7100015390 2. A. 1/02 WAYPOINT BANK - CERTIFICATE OF DEPOSIT 42,656.17 50. 21,328.09 Account Number 7100021863 3. A 12/01 FULTON BANK - CERTIFICATE OF DEPOSIT 27,324.75 50. 13,662.38 Account Number 022-0164873 TOTAL (Also enter on line 6, Recapitulation) $ 46,754.10 (If more space is needed, insert addi~Jonal sheets of the same size) · REV-1519 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LEWIS. KATHARINE E. SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 2}1 Q~ Q4~4 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 INCLUDE 1'HE NAME OF THE TRANSFEREE, THEIR RELATIONSHIPTO DECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER mE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST (~EA~CA~LE) VALUE 1. TOTAL (Also enter on line 7 Recapitulation) $ needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF LEWIS. KATHARINE F, Debts of decedent must be reported on Schedule IL DESCRIPTION FILE NUMBER 21 O3 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. FUNERAL EXPENSES: NEILL FUNERAL HOME GOOD SHEPERD CHURCH - FUNERAL SERVICE ANTHONY CIUCCl - ORGANIST STEPHANIE VARNER - VOCALIST ALTER SERVERS BOMBAY COMPANY - MEDALLION BOX (CREMATION) WAKE - OLIVE GARDEN ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Pemonal Representative (s) Social Secudty Number(s)/EIN Number of Personal Representative(s) Street Address C~y State Year(s) Commission Paid: AttomeyFees REAGER & ADLER, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address City. State Relationship of Claimant to Decedent Zip, Probate Fees CUMBELRAND COUNTY REGISTER OF WILLS Accountant's Fees Tax Retum Preparer's Fees CUMBERLAND LAW JOURNAL - LEGAL ADVERTISING THE SENTINEL - LEGAL ADVERTISING RECORDER OF DEEDS - TRANSFER OF PROPERTY STEVEN GUTSHALL - property maintenance BRYAN WITHINGTON - mowing TOTAL (Also enter on line 9, Recapitulation) O434 AMOUNT 2,369.00 100.00 75.00 50.00 20.00 43.88 137.48 3,500.00 310.00 75.00 71.33 42.50 229.78 175.00 $ 7,198.97 (If more space is needed, inse~ additional shee~ of the same size) ' REV-151~ EX + (6-98) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OFDECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES~ & LIENS ESTATE OF LEWIS. KATHARINE E. Include unreimbursed medical expenses. FILE NUMBER 21 ITEM NUMBER DESCRIPTION VISA - final payment NCFCU UGI- final bill and repairs PP&L - final bills COMCAST - final bills PA AMERICAN WATER COMPANY - final bills PENN WASTE - final bill VERIZON - final bill TOTAL (Also enter on line 10, Recapitulation) 04~4 VALUEATDATE OF DEATH 303.00 440.60 90.10 112.74 48.51 40.74 40.01 $ 1,075.70 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER LEWIS. f ATHARINE I~, 21 03 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 outright spousal distributions, and transfers under II. Sec. 9116 (a) (1.2)] JOANNE WOLPERT 361 Norman Avenue Hatfield, PA 19440 KATHRYN O'MARA 2015 Spring Valley Road Lansdale, PA 19446 DAVID DeSTEFANO 264 S. Thistle Down Kennett Square, PA 19348 JOAN ROBERTS RD #3, Wilson Road Somerset, NJ 08873 VINCENT TILLMAN 109 N. Brobst Street Shillington, PA 19607 DIANE VELOZO 1182 Annis Squam Harbour Pasadena, MD 21122 GERALYN MATSCAVAGE 606 Brisbain Lane Enola, PA 17025 Grandniece Grandniece Grandnephew Niece Nephew Friend friend $10,000 $10,000 $10,000 $10,000 $15,000 $3,000 $3,000 (If more space is needed, insert additional sheets of the same size) TOTAL OF PART ]] - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET tF TAXES ARE IN ESCROW, FORWARD THIS BILL TO YOUR MORTGAGE CO. $1.00 FEE FOR ADDITIONAL RECEIPT. PAYABLE TO: OESC; TAX PAYER OFFICE HOURS: MICHAEL W. HARLING 206 S. 17TH ST. CAMP HILL, PA 17011 MAP NO: 01-21-0273-170 105 RUNSON ROAD ACRES .250 HOLLYWOOD DEVELOPMENT LOT 46 Residential Building RESIDENTIAL LEWIS, KATHARINE E 105 RUNSON ROAD CAMP HILL PA 17011 OFFICE HOURS WEDNESDAYS.9AM-2PM & 4PM-6PM PHONE (717) 73-0-0230 TAXPAYER COPY Bill No: 1621' Control No: 001 -001924 2003 Statement of Real Estate Taxes Bill ....... Date: 3/01/200: Assessed Land } Improvement Mineral Total Values 25,630I 86,000 0 111,630 COUNTY OF CUMBERLAND Discount Face Penalty Rates .00204600 .00204600 2 % 10' COUNTY R/E 52.44 175.96 223.83 228.40 251.2, Rates .00010300 .00010300 2 % 10 ~ COUNTY LIB 2.64 8.86 11.27 11.50 12.6' BO~-OF CAMP HILL Rates .00212400 I .00212400 2 % '10~ MUNIC. R/E 54.44I 182,66 232.36 237.10 260'.8: TAX AMOUNT DUE > $467.46 $477.00 $5J~4.70 If Paid On or 'After 3/01/2003 5/01/2003 7/01/200 _-. If Paid On or Before 4/30/__~2003 6/30/2003 Return Bill with Payment. For a Receipt, Enclose Self Addressed Stamped Envelope. \~lqts ~rwr\Imo n~§ om~ry\wpwin~Li~u$\WillsU.~ ewisI~- Wil|.wp d Suly-.24, 2002 LAST WILL AND TESTAMENT OF KATItARINE E. LEWIS I, KATHARINE E. LEWIS, a resident of 105 Runson Road, Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any and ail wills and codicil;s by me heretofore made. II. I direct that all my just debts and funeral expenses be paid as soon as conveniently can be one after my death. III. I give and bequeath the following sums of money to the individuals stated: (a) The sum of TEN THOUSAND DOLLARS ($I0,000.00) to my grandniece, JOANNE WOLPERT. If she fails to survive me, this bequest shall be distributed to her child. (b) The sum KATHRYN O'MARA. surviving children. of TEN THOUSAND DOLLARS ($10,000.00) to my grandniece, If she fails to survive me, this bequest shall be distributed equally to her (c) The sum of TEN THOUSAND DOLLARS ($10,000.00) to my gandnephew, DAVID DeSTEFANO. If he fails to sm:vive me, this bequest shall be distributed to his wife. If she fails to survive me, this bequest shall be distributed equally to his surviving children. (d) The sum of TEN THOUSAND DOLLARS ($10,000.00) to my niece, JOAN ROBERTS. If she fails to survive me, this bequest shall be distributed to her husband. If he fails to survive me, then this bequest shall be distributed to JOHN DeSTEFANO. Paje l'-of 4 t~atharine E. Lewis \\blts~rverXlmontgomery\wpwlnXLinus\WillsXLewlsK.Will.wpd lul~q24, 2002 (e) The sum of FIFTEEN THOUSAND DOLLARS ($15,000.00) to my nephew VINCENT TILLMAN. If he fails to survive me, this bequest shall be distributed to his wife. If she fails to survive me, then this bequest shall be distributed to JOHN DeSTEFANO. (f) The stun of THREE THOUSAND DOLLARS ($3,000.00) to DIANE VELOZO. If she fails to survive me, this bequest shall be distributed to JOHN DeSTEFANO. (g) The sum of THREE THOUSAND DOLLARS ($3,000.00) to GERALYN MATSCAVAGE. If she fails to survive me, this bequest shall be distributed to JOHN DeSTEFANO. " IV. I give, devise and bequeath my house, car, personal furnishings, books and clothes to my niece, LOUISE DeSTEFANO. If LOUISE DeSTEF.~O fails to survive me, this bequest shall go to her husband, JOHN DeSTEFANO. Vo All the rest, residue and remainder of my estae, real and personal and mixed, I give, devise and bequeath as follows: (a) Seventy-five percent (75%) to LOUISE DeSTEFANO. (b) Fifteen percent (15 %) to my nephew, WILLIAM DANIEL BRENNAN. (c) Ten percent (10%) to my nephexv, GARY JAMES BRENNAN. (d) If any of these individuals predecease me, their share shall lapse and be distributed to my niece's husband, JOHN DeSTEFANO. VI. 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 expenses of the administration of the estate. Pa~e 2'of 4 ne E. Lewis \~N~erver\lmontgomery\wpwinkLinus\WillskLewislC Will.wpd 2002 VII. I nominate, constitute and appoint my niece, LOUISE DeSTEFANO, as Executrix of this Will. In the event she shall predecease me, or fail to qualify or complete the administration of my estate, then I appoint my niece's husband, JOHN DeSTEFANO, to serve as Executor of this Will. I request that the Executrix or Executor be permitted to serve xvithout bond and without furnishing any other security. I further direct that the Executrix or Executor be allo~ved to serve ~vithout intervention of any court except as required by law. VIII. I give my said Executrix or Executor, abS'Olute discretion and the fullest authority in all matters including, but not limited to, complete authority to sell at public or private sale, for cash or credit, ~vith or without security, mortgage, lease, and dispose of all property, real, personal or mixed, at such times and upon such terms and conditions as he or she shall determine in the best interest of my estate. I direct that the administration of my estate be as independent of probate proce&dings as the laxvs in force at my death shall permit. IN WITNESS WItEREOF, I have hereunto set my hand and seal to this, my LAST 5VILL AND TESTAMENT, consisting of four (4) typewritten pages, the first t~vo (2) of which bear my signature in the margin for the purpose of identification, this ,.P0- day of ~~ , 2002. KATIRXRINE E. LEWIS, Te~'tatr~x Signed, sealed, published and declared by the above-named Testatrix, KATHARINE E. LEWIS, as and for her Last Will and Testament, .in the sight and 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. Witnes~ /q., Wlthess ~ P~ige '3 of 4 \'¢q'~ e~e r\Im on t gome ry\wpwlnkLinu.s\WillskLcwis IC Will. wpd . .lu[~ 24, 2002 COM-MO~~TH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, KATIIARDCE E. LE~,VIS, THE TESTATPJ_X, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; 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 ACKNOWLE!DI3ED BEFORE ME BY KATHARINE E. LEWIS, THE TESTATRLX THIS ~_~-q~ DAY OF ~Q-~JV_~- 2002. NO?AIqIAL SEAL ? ..... · [CASSANDRA T. ROSENBAUM, Notary Public~'~~~ E. LE'~VIS, Testatrix I Camp.,, ~oro, Cumbe~a.d Cou.'W -I/7/, ~.~ ~. ~. X~. /----'~. ~. ~. ~ .... I My Commission Expires December4, 2004 I ~-~,~--~.~,~.---,--~,-c,~ " - rNotary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND THE WITNESSES WHOSE NAMES A_RE SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRLX SIGN AND EXECUTE THE INSTRLTMENT AS HER LAST WILL AND TESTAMENT; THAT SHE SIGNED 5VILLINGLY AND THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATRLX SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATRL-X WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. WORN OR AFFIRlvIED TO AND SUBSCRIBED TO BEFORE ME, THIS ,~,~-P~DAY OF t4/,~ ,2002. ' ....... I" ~ dASSANDRA T. ROSENBAUM, Notary Public | Camp Hill Bore, Cumbe~and County | ~ My Commission Expires December 4, 2004 Notary Public / Pag~ 4 ~5f 4 Kelley Blue Book Used Car "alues Page 1 of 2 ~uild a Car quarry p~ung~ Ow~hlp Cost Hy C. ar's V~lue Used Car Free Prk:e ~ Buya ~Car Sell YOur Car Fir~nci~ lJ~$urance Lemon Check Wan, a~ Car~! D~ Free Newsletter AbOut Home The TrW Resource Blue Book ~ H~';~h Enter your email to get the latest Blue Book Private Party Report Pennsylvania · July 23, 2003 1984 Oldsmobile Delta 88 Royale Sedan 4D ~a_ New Car~ Car _List Your Car For Sale Online Free Lemon Check Auto Loans [r_om~3,49% APR Insurance Quote Wa rra~ntnt~ ~ Engine: V6 231 Trans: Automatic Drive: Rear Wheel Drive Mileage: 60,000 Equipment Air Conditioning Power Steering Print "For Sale" Sign_ ~ e n~t .C~a Ic__u la~tp r Sell your car on eBay Motors AM/FM Stereo 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~ 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 $575 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 the latest Blue Book C-'.e te Get a _U~s e~d C~a.£ j-E_a d~e _i_ n_ya i u e Get Invoice & MSRP on New Cars Get a Person to Person Auto Loan '~UMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of LEWIS, KATHARINE E. also known as , Deceased No. 21 03 0434 Date of Death 5/20/03 Social Security No. 169142638 Personal Representative(s) of the above Estate, deceased, verifly that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: LINUS E. FENICLE 20944 Personal Representative: Address: 2331 MARKET STREET CAMP HILL PA 17011 Dated Telephone: 717-763-1383 Stocks & Bonds Description $10,000 - SERIES I BOND Serial Number: X0014182801 $10,000 - SERIES I BOND Serial Number: X0014182811 $10,000 - SERIES I BOND Serial Number: X0014182821 Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Total Value (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 10,392.00 10,392.00 10,392.00 374,013.61 Continuation of Inventory LEWIS, KATHARINE E. Description of Inventory Pa,qe 1 21 03 0434 Description Cash, Bank Deposits, & Misc. Personal Property PNC BANK CHECKING ACCOUNT Account Number: 5140037916 PNC BANK SAVINGS ACCOUNT Account Number: 5003649393 PNC BANK SAVINGS ACCOUNT Account Number 5003650386 WAYPOINT BANK CERTIFICATE OF DEPOSIT Account Number: 8000056662 FULTON BANK - CERTIFICATE OF DEPOSIT Account Number: 022-0132221 NEW CUMBERLAND FEDERAL CREDIT UNION Account Number: 1474 1984 OLDSMOBILE DELTA 88 Kelley Blue Book Value COMMERCE BANK/HARRISBURG, N.A. - CERTIFICATE OF DEPOSIT Account Number 27846 COMMERCE BANK/HARRISBURG, N.A. - CERTIFICATE OF DEPOSIT Account Number 0301300 Real Estate 105 RUNSON ROAD, CAMP HILL, PA 17011 county assessed value. See attached. Subtotal Grand Total Value 7,380.96 8,277.40 15,009.18 53,553.35 49,929.59 4,604.12 575.00 41,339.84 50,538.17 111,630.00 $ 342,837.61 $ 374,013.61 BUREAU OF ZNDTVTDUAL TAXES /NHERTTAHCE TAX DZVZS/OH DEPT. 280601 HARRXSBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-160? EX AFP LINUS E FENICLE REAGER 8 ADLER 2331 MARKET ST CAMP HILL Rec~,~ : ~ .DATE Rc~" i :'ESTATE OF DATE OF DEATH FILE NUMBER '04 MAR 12 P 1 ~C~.NTY ACM PA 17011 02-25-200q LENIS 05-20-Z005 21 05-0q5~ CUHBERLAND 101 Amoun~ Remi1:~ed KATHARINE E HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper crodL1: t:o your accoun1:, submi1: 1:ho upper peri:ion of 1:his fore wi1:h your 1:ex paymon1:. CUT ALONG THIS LINE ~ RETA'rN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ### INHERITANCE TAX STATEHENT OF ACCOUNT ### ESTATE OF LENIS KATHARINE E FILE NO. 21 05-0~5~ ACN 101 DATE 02-25-200~ THIS STATEMENT ZS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHONN BELON ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FTGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: Ol-19-ZOOq PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 61,875.96 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 07-18-2005 08-21-Z005 OZ-05-ZOOq CDOOZ8Z1 CD002926 REFUND 2,250.00 .00 .00 q2,750.00 17,000.00 1Z6.0q- ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), TOTAL TAX CREDIT 61,875.96 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payabLe to the name and address printed on the reverse side. -- Zf RESIDENT DECEDENT make check or money order payable to: REG/STER OF NTLLS, AGENT. -- Xf NON-RESIDENT DECEDENT make check or money order payable to: CONMONtIEALTN OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: 1-800-361-Z0S0~ services for taxpayers with special hearing and / or speaking needs: 1-800-qq7-3010 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unitj Dept. ZBO6OIj Harrisburg, PA 1712B-0601~ phone (717) 787-650S. DISCOUNT: If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (51) discount of the tax paid is aIlowed. 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 end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, ar nine (9) months and one (l) day from the data of death, to the date of payment. Taxes which became delinquent before January I, 1981 bear interest at the rate of six (6X) percent per annum calculated at a daily rata of .O0016q. ALi taxes which became deIinquent on and after January I, 1981 will bear interest at a rate which wiX1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZO05 ara: Interest Deity Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 19Bi ZOZ .0005q8 1987 92 .0002~7 1999 71 .000X92 1983 Z6Z .00043D 1988-199X llZ .00050! ZOO0 82 .O00Zl9 198q IZZ .000301 1991 91 .000247 2001 9Z .000247 I986 lOX .000274 199S-1998 92 .000247 ZO0~ 52 .000l~7 --Interest is celculatad as folloes: XNTEREST= BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELXN{IUENT X DALLY XNTEREST 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 sheen on the Notice, additional interest must be calculated. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Katharine E. Lewis Date of Death: May 20, 2003 Will No.: 21 03-0434 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 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 Bo The separate Orphans' Court No. (if any) for the personal representative's account is: Co Did the personal representative state an account informally to the parties in interest? Yes X No Date: Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Reager & Adler, P.C. 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 Counsel for Personal Representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVTSTON DEPT. 280601 HARRTSBURG, PA 17128-0601 LINUS E FENICLE MEAGER & ADLER 2331HARKET ST CAMP HILL PA 17011 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 01-19-200q ESTATE OF LEWIS DATE OF DEATH 05-20-2005 FILE NUMBER 21 O3-0qSq COUNTY CUMBERLAND ACM 101 Amount Rae~'l:ed REV-l;47 EX AFP (01-OS) KATHARINE E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ,~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEWIS KATHARINE E FILE NO. 21 03-0q3~ ACM 101 DATE 01-19-200q TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS; APPRAISED VALUE OF RETURN BASED ON: ORTGTNAL RETURN l. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership In~eres~ (Schedule C) ($) q. Not,gages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tota/ Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 111/630.0 31~176.0j0 . o{o · 0{0 231~207.6~ ~6~75~.10 .00 (8) 7,198.97 1,075.70 (11) 12. 15. 1~. NOTE: ASSESSMENT OF TAX: 15. Amount of Line 1~ at Spousal rate 16. Amount of Line l~ taxable at Lineal/Class A rata 17. Amount of Line lq a~ Sibling rate 18. Amount of Line lq ~axable at Collateral/Class B rata 19. Principal Tax Due rAX CREDITS: PAYNENT RECEZPT O/SCOUNT DATE NUMBER INTEREST/PEN PAID (-) 07-18-2003 CD002821 2,250.00 08-21-2003 CD002926 .00 NOTE: To insure proper credi~ ~o your account, sub. it the upper portion of this form with your ~ax payment. q20,767.71 8.27~.67 qlZ,q93.0q q2,750.00 17,000.00, TOTAL TAX CREDXT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 62,000.00 126.0qCR .00 126.0qCR ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS REIIUTRED. IF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND· SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)__.__,* AHOUNT PAID (is) .00 x O0 = .00 (16) .00 X Oq5 = .00 (17) .00 X 12 = .00 (la) qlZ,q9$.Oq x 15 = 61,873.96 (19)= 61,875.96 Nat Value of Tax Re~urn (12) Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Nat Value of Estate Subject to Tax (lq) q12,q93.Oq I'F an assessment was issued previously, lines lq, 15 and/or 16, 17, 18 and 19 w111 reflect figures that include the total of ALL returns assessed to date. RESERVATION: Estates of decedents dying on or before December I2, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaeelth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laafu! Class S (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2lqO of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S. Section 91qO). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLS, 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 PennsyIvania Inheritance and Estate Tax" (REV-I$13). AppIications are availabIa at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special 2q-hour ansaaring service for forms ordering: 1-B00-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-~q7-30Z0 (TT onlY). OBJECTIONS: Any party in interest not satisfied aith the appraisement, allowance, or disalloaance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter da[ermined at audit of the account of the personal representative, OR --appaeI to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviaa Unit, Dept. lBO601, Harrisburg, PA 1712B-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacedent'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 to[at of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning eith first day of delinquency, or nine [9) months and Dna (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 19aZ bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .O0016q. 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 appIicable interest rates for IgBz through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yaa.~r Rate Factor Year Rata Factor 1982 20Z .O005qB 1987 9Z .OOOZ~7 1999 7Z .OOOlgZ 1983 162 .0D0~$8 1988-1991 Ill .000301 2000 8Z .000219 198q 112 .000301 1992 9Z .0002~7 ZOO1 9Z .O00Zq7 1985 l~Z .000356 1993-199q 72 .000192 2002 62 .00016~ 1986 102 .O00Z7q 1995-1998 92 .0002~7 Z003 5Z .000157 --Interest ts calculatad as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculated.