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HomeMy WebLinkAbout04-0219 PETITION FOR PROBATE and GRANT OF LETTERS s,a,e oS' )i,./ No. also known as To: Register of Wills for the Deceased. County of in the Social Security No. ~z_~0 ~. 3-~/' i .-:~ ? '..~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older the execut named in the last will of the above decedent, dated ~) ce ~ < a~ ,19. and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in l ~ 7~ q -- O ~ ~ u ~ ~ c~ [ 3~ ']County, Pgnns, ylva~a, with h lastfamilyorprincipalresidenceat iff(e ~, foo~,q ~- Coc. D~te ~'.~ (list street, number and muncipality) Decendent, then ~/0 years of age, died ~' 0 . 5- ~ · 0'3- ,1:9_ :2 0 0~, at. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 4~'0. ~ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ ~t9, a o 0' situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. .... OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF 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 tl~e 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 est3te according to law. Sworn to or affir ed and subscribed before me this ~",~ davof ( ;// / ,~/ / ,~// ~" ~ ~.~ ~.x~_~/ Registe~ COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11 96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004681 FREY ROBERT G FREY & TILEY 5 S HANOVER ST CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $15.80 ESTATE INFORMATION: SSN: 208-24-1258 FILE NUMBER: 2104-021 9 DECEDENT NAME: QUIGLEY JACOB L DATE OF PAYMENT: 1 2/01/2004 POSTMARK DATE: 1 2/0112004 COUNTY: CUMBERLAND DATE OF DEATH: 1 0/26/2003 TOTAL AMOUNT PAID: ~15.80 REMARKS: CHECK# 2443 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Estate Of , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ,f~/~. ~ ~ ,~in consideration of the pe.titionon the reverse side hereof, satisfactory proof having __been presented before me, IT IS DECREED that the instrument(s) dated ~'-~/.~-~.~'~. /~ "~"~ described therein be admitted to probate and file~of record as the last will of and Letters ~-~-. ~-t-'~t o-<~ e.~T~ t,~ areherebygrantedto ~,~.~j,a?_. C~dO'/,o/~ /Ct/9¢/ /~"~/v/'~/~ ~ ~'~ t~/o, /ex/ " - / FEES Probate, Letters, Etc .......... Short Certificates( ) .......... $ .~. t"Q/~ ATTORNEY (Sup. Ct. I.D. No.) fl~enunciation ................ $ ADDRESS TOTAL $/~ FUed ~... ~.. ~ ~ .............. PHONE REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat__ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of (Name) 19__ (Address) Register (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hlreto, (each) being duly qualified according to. law, depose(s) and say(i) that 1~-~,, ~r~. familiar with the signature of testatc~v of (one ~c ~ ~ ..... ~ ........ the will presented herewith and that ~'~] believe{ the signature on the will is in the handwriting of to the best o~w ___ knowledge and be{ief. Sworn to or affirmed and subscribed before ~~ me this ~'~// day of ~ ~~~/~~ Register (Name) (Address) This 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 fiJing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ' egistrar P 9 6 4 9 6 2 4 OCT 2 9 2003 No. ~ Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Jacob L. ~)~ic~e~ ltl6 E~t Penn S~eet C~l~te, PA 17013 ~s~ j~. i~o c~ yenn 5~66~, C~l~le, PA 17013 ~ ~. ~u~v~=v~s~"v~~E~~'~s~" I~1" ~L~',[ue~~'~ ~'" ~~~,, [z'e-H~ub~g, PA 17109 L:~:-~'~"~ -- ~k ~-~ F~b' I~.e~uu aune~own Ka, H~4~D~ , PA 17109 , ~T ~ ............... I~ ~ 'MED~ EXAMINE~CORONER ~2~0~" ~ ET C~ ~H , ,~,,., ~~;.~ WILL I~ Jacob Lo Quigley, of Carlisle, Cumberland County, Pennsylvania, make this ,~v will and revoke any wills or codicils to wills by me heretofore made. 1. I give, devise and bequeath my entire estate to my wife, Shirley M. Quigley, if she is living thirty (30) days after my death; otherwise I give, devise and.bequeath the same to my children, Dennis L. Quigley, and Larry E. Quigley, now of Cumberland County, Pennsylvania, in equal shares. 2. I appoint Commonwealth National Bank, guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have _the power to use principal as will as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or, to make payment for these purposes, without further responsibility, to the minor's parent, the minor, or to any oerson taking care of the minor. A minor, as used herein, is one under the age of twenty-One years. 3. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall $e paid by ~r personal representative as an expense of the administration of my estate. &. I appoint my wife, Shirley M. Quigley, executrix to settle my estate. If she fails to qualify or ceases to act as such, I appoint my sons, Dennis. L. Quigley and Larry E. Quigley, executors to settle same. If none of them survive me I appoint Commonwealth National Bank of Carlisle, Pennsylvania, executor to settle my estate. My executors shall serve without the necessity of filing bond, and I direct that the services of l~rion R. Lower, Attorney at Law, of Carlisle, Pennsylvania, be used in the settlement of my estate. .~r ? ~ Jacob L~ Qdigle~ 6~ Signed, sealed, published and declared by Jacob L. Quigley, the testator herein named, as and for his last will, in the presence of us,' who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses thereto. i., :ERTIFICATION OF?OTICE UNDER RULE Will No. ~00ff ~ O0~[ q Admin. No. ~1- V To ~e Register: I ~ ~at n°"~ °f'~'~'~t~--t' ~.~"~'~t'o~ r~e~ ~y ~.,e.~a, of~7~~ules was served on or mailed to ~e following benefici~ies of the above-captioned estate on Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Signature Name Address :5~) ~ ~'~ ~ Telephone - .D ,: Capacity: ~ Personal Representative ~Counsel for personal representative 217 COMMO,WEALTHOF RE¥'1500OFr,O,AL USE ONLY PENNSYLVANIA DEPA"TMENTOF EVENUEDEpT. 0 0 INHERITANCE TAX RETURN ,LENUMBER 21-04-219 RESIDENT DECEDENT :OUNTYCOOEYEAR NUMBER 3ECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~- Jacob L Quigley 208-24-1258 IlJ ~ATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH {MM-DD-YEAR) ~ TH~I RETURN MUST BE FILED IN DUPLICATE WITH T~E ,,O,, 10/26/2003 10/23/1933 REGISTER OF WILLS ¢3 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~O, j~]4. IJmiledEstate D4a. FulurelnlerestComprom~so(datoofOeathafter12_12.02) D$.FederalEstateTaxRotumRequired U ~ ' ~,5, DecEdent Died Testate (Atlach c~py of Will) ~] 7. Decedent Maintained a Uvi~g Trust (Affach copy of Tr~s,) ~O. Tote1 Number of Safe Deposit Boxes U,I NAME 13 COMPLETE MA~LING ADDRESS z Robert G. Frey 5 South Hanover Street J~ FIRM NAME (If Applicable) ,,~ Carlisle, Pennsylvania 17013 a: Frey& Tiley O TELEPHONE NUMBER 717-243-5838 OFFICIAL USE ONLY I Real Estate (Schedule A) (1) 87~000 2. Stocks and Bonds (Scheduta B) (2) NONE ~ C? 3 Closely Held Corporation, Partnership or Sole-Proprietomhip (3) NONE ~?, 4. Mortgages & Notes Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) (5) 1,389 6. Jointly Owned Property (Schedule F) 6 NONE - O Separate Billing Requested 7. inter-Vivos Transfer & Miscellaneous Non-Pmbete Property ~ (Schedule G or L) (7) NONE  8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 88,389 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9,147 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) :10) 17,875 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11 ) 27 ~077 12, NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 61,367 13~ Cha dtabta and Govemrnental Bequests/Sec 91 t 3 Trusts for which an election to tax has not been mede (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 61,367 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax 2: rate ,or transfers under Sec.9116 (a)(1.2) x .0 (15) O ;--~ 16. Amount of Line 14 taxable at lineal rate 61~367 x ,0 45 (16) 2,76? ~ 17. Amount of Line 14 ta;~a ble at sibling rate 0 X .12 (17) ~ 18. Amount of Line 14 taxable at collateral rate X . 15 (18) 19. Tax Due 2~r Jacob L Quigley 208-24-1258 Decedent's Complete Address: STREET ADDRESS 156 East Penn Street C~TY STATE ZIP Car isle PENNSYLVANIA 17013 Tax Payments and Credits: 1. Tax Due (Page I Line 19} (1) 2,762 2 Credits/Payments A. Spousal Poverty Credit E. Pdor Payments C Discount Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D Interest E, Penalty Total interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check b~x 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) 2,762 A, Enter the interest on the tax due, (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2,762 Make Check Pa~able 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 dght to designate who sha, 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 ~ar of death without receiving adequate consideration? ............................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? ..... [] [] 4, Did decedent own an Individual Retirement Account, annuity er 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 baflef lies of peru ~, I deClare that t ha',~ examined ~his return, including ~,~.~u, ,~.~,~ying $chedu es and statarr~nts and to the best of my knowledge and belief it is true and complete. De~aralion Of fi~eparer other than the personal representative is based on all information Of which1 F~Fa~;[ has an'/kn~,wtadge. ' ' ADDRESS ~.)- ' / - ~ // . ~ /--//~ -~ 9/~'/2004 ADD~ES~~'/1' /'/ ~''~ 9/1~/2004 5 South Hanover Street~ Carlisle, PA 17013 i iii~!~i~ii~i~iii~iiii!ii!~i~i~i~i~iiii!i~i~i~i~i~i~i~ii!iiiiiii~i~!~!~iii~iiiiiiiiiiii~i~ii~iiiiiiiiiiiiii~i~i~i~ii~iiiiiiiiiiii!i~i~iiiiiiii~iiiiiiiiiiii~iiii!i!i!iiiiii~iii~i~ii!iii!iiiiiiii!iiiii~ii!i!ii~i!iii!iiiiiiiiii!i!iiii!i! AT REV-1502 EX + (1-97) (I) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ALL REAL PROPERTY OWNED SOLELY OR AS A TENANT IN COMMON MUST SE REPORTED AT FAIR MARKET VALUE. Fair market va fiJe is defined as the price at which property would be exchanged beb~veen 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 DISCLOSED ON SCHEDULE F ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. House, 156 East Penn Street, Carlisle, Pennsylvania (see HUD-1 settlement statement attached 87,000 TOTAL (Also enter on line 1, Recapitulatio~ (If more space is needed, insert additional sheets of the same size) AT SCHEDULE E REV-1508 EX + (1-97) (r) COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Jacob L Qui,qley 21-04-219 thc~ude ~e ~oceeds ol $itigaflen and the date the proceeds were te~aived by the estate ALL PROPERTY JOiNTLy~WNED WiTH THE RiGHT OF SURViVORSHiP MUST BE DISCLOSED ON SCHEDULE F ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ~eal Estate Tax proration (see HUD-1 settlement statement attached) 938 2. M&T Bank Account 426 3. 1987 Chevrolet Cavalier. Does not run; sold for parts and salvage 25 TOTAL (Also enter on line 5~ Recapitulation) 1,38u (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) 217 J SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Jacob L Qui.qley 21-04-219 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Line of Credit, Acct. No. 1081909 (See HUD-I settlement statement attached) 17,875 TOTAL (Also enter on line 10~ Recapitulation) 17,875 (If more space is needed, insert additional sheets of the same size) 217 REV-1511 EX + (12-99) SCHEDULE H COMMO.WE*LT. OF PE""$V~VARIA FUNERAL EXPENSES & INHERITANCE TAX RETURN RESIDE.T ~ECEDEH~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Jacob L Qui.qle,/ 21-04-219 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 Secu~ty Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3,000 3. Family Exemption: (If decedent s address s not the same as c a~man 's, a ach exp anation) Claimant Street Address City State -- Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. "xpenses associated with real estate sold 6,147 TOTAL (Also enter on line 9, Recapitulatior $ 9,14/' (If more space is needed, insert additional sheets of the same size) Expenses of Real Estate Sold Total Settlement costs (Line 502) 5,896.54 Credit given for electrical work 250.00 Total Expenses of Real Estate 217 REV-1513 EX + (9-90) SCHEDULE J COMMONW~LT. O~"EN.SVLVAN,A BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jacob L Oui,qley 21-04-219 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 Sec. 9116 (a) (1.2)] 1. _arry E. Quigley 26 West Hunter Road Carlisle, Pennsylvania 17013 Son 50% 2. Dennis L. Quigley 6236 Chambersburg Road Carlisle, Pennsylvania 17013 Son 50% , ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18~ AS APPROPRIATE~ ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL D~STRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. E) CHARITASLE AND GOVERNMENTAL DiSTRiBUTIONS 1. 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) BEECHER'S AUTO SALVAGE, INC. USED PARTS AND AUTO SALES 7287 Lincoln Way East Fayetteville, PA 17222 (717)352-2246 It[D - I [ NIFORM SETTLEMEN 1' STATEMENT OMB Approval NO. 2502-0265 A. U.S DEPARTMENT OF HOUSING AND URBAN DEVELOPMEN'I SETTLEMENT STATEMENT B, TYPE OF LOAN 6 File Numbm: 7. Loan Number: ~ 1. X FHA 2. FmHA 130414 2004002178 3. Cony, Unins 4 VA 5. Cony Ins. 8. bl~Srrgage Insurance Case Number C. NOTE: This form is furnished to give you a statement of actual setllement costs Amounts paid to and by the settlement agent are shown. Items marked "(RO.C.)" were paid outside the closing; the5' are shown here for informational purposes and are not incktded in tile totals. NOFE: TIN = Taxpax er's Identification N umber AMANDA K. STUM-HERSHEY LARRY E. QUIGLEY, CO-EX GATEWAY FUNDING DIVERSIFIED MICHAEL A. HERSHY DEN]lIS L. QUIGLEY, CO-~K MORTGAGE SERVICES 300 WELSH ROAD, BLDG 5 HORSHA~4 PA 19044 CARLISLE, PA 17013 P.O. Box 385~ CARLiSLEt PA 17013 PI.ACE OF S~T'['I.EMENT I. SETTLEMENT DATE 02-21-0318-044 JACK GAUGHEN/ERA 09/10/2004 CARLISLEf PA 17013 J. SUM~,'IARY OF BORRO%YER'S TRANSAC'llON K. S[MSIARY OF SELLER'S TRA. NSACTION 100. GROSS AMOUNT DUE FROM BORRO%¥rER: 400. GROGS AMOUNT DUE TO SEll.ER: 101, Contract sales price 8 ?, 000. O0 401. Comract sates pace 8 7 t 000.00 105. 4O5 107. Count~taxes 09/10/2004-01/01/2005 129.00 407 Cou,m taxes 09/10/2004-01/01/2005 129.00 ll0. School Tax 09/10/04-06/30/04 809.36 410 School T~:< 09/!0/04-06/30/04 809.36 209 50t; 213 513 218. 518 (Seller's Signature) LARRY E. QUIGLEY, CO-EX ]Seller'sSignalurc) DENNIS L. QUIGLEY, CO-EX L. SEI'TLEMENT CHARGES 700. TOTAL SALES/BROKER% COMMISSION based on price S 87 t 000 . 08 0 3 . 06©% PAID FROM PAID FROM Division of Commission (line 700) as follow, s: BOIt2%OWER'S SELLER'S 701. $ 2 e 6 10.0 0 : o FUNDS AT FUNDS AT SETTLEMENT SETTLEMENT 702. $ - ' v 703. Commission paid at Senlement Jack G=uqnen/-RA 2r 610.00 704. 800. ITEMS pAYABLE IN CONNECTION WI'IH I.O~.N 801. Loan Or g nation Fee $ 802. Loan Discount $ 803. Appraisal Fee to Scott Archibald 325.00 804. CreditreporttoKroll ~"actua! Data 100.00 805. Lendet'slnspectionFeeto Gat;ewav Fundin~q 75.00 806. Access Modification Escrow 1,508.00 807. Overaqe on PHFA Assistance Loan r@ Gateway Nortqaoe 643.69 808. Flood Cert to First American ?]ood 17.50 809. 810. 811. 812. 813. 900. ITEMS REQEIRED B% LENDER TO BE I' %11) IN ADVANCE · . _ ' 207.95 90 . nter¢stfrom 09/10/2004-09/~0/2b~ 0 Sq.q'3~ Der :lay 904. 905. FHA MIP Cash Portion 5.00 1001. Hazard insurance 5 month(s} @ 23=.25 ~er month. 186.25 I003. City Pr@perry Taxes 10C4. County Property Taxes 9 month(s'~, . @ ~'-~ -'~ per month 318,15 I005. Annual assessments 1006. School Tax 5 month{s} 0 5,=. ,~- De]= month 1103. Title Examination to 1106. Notary fees to {includes lille numbers: (includes line numbers: 1i01-1118 1109. Lender's coverage $ 78180.00 lll0. Owner's coverage $ 93000.00 IllI. End: 100, 300, 8.1 150.00 lll2, Closinq Protection Letter 35.00 1113. ~!.~ Releases 184.00 [201. Recording tees: Deed $ 4 2.5 q Morma~e $ ~ ~ r_ , 1204. Real Estate Transfer Tax 870.00 870.00 1205. Recordinq .qssiqnme~'-t 27.00 1302. Pest inspection to interstate Termite 35.00 795.00 I303. South Central PA Home lnscec~ion Co :structural) 125.00 1304. CTCB- 2004 Count',, Tax 476.12 1306. Carlisle Suburban Authorizv - fir:~l ,a~_sr/se~,er # ~3148~A 62.17 disbursem~"~t~,?,~/made on m>G ,. ,~/:~_ _~_/.(~/a.~ount or by ~ m t~,is n~sacfion I Rlrtbcr certify that I rcccivcdB~~?~-q ~~~ copy ortbe t IUD-1 Scttkment Statement· ~'SH v~rc ~ ~ ' 'L'/ 13orro~xe~ - - MiCHAEL'A~. HERSHY Seller D ............ z.~ :~ ' ' ' he 09/10/2004 W I L L I, Jacob L. Quigley, of Carlisle, Cumberland County, PennsylVania, make this my will a~ld revoke any wills or codicils to wills by me heretofore made. 1. I give, devise and bequeath my entire estate to my wife, Shirley M. Qu. igley, if she is living 'thirty (30) days after my death; otherwise I give, devise and.bequeath the same to my children, Dennis L. Quigley, and Larry E. Quigley, now of Cumberland County, Pennsylvania, in equal shares. 2. I appoint Commonwealth National Bank, guardian of any property which passes, either under tt~is will or otherwise, to a minor a~d with respect to which I am authorized to appoint a guardian and have not otherwise specificallM done so. Such guardian shall have .the power to use ~?rinci~?al as will as inc~me from time to time for :the minor's sugport and education (including college education, both graduate and undergraduate) without regard to his or her parer~t's ability 'to provide for such support and education~ or, to make payment for these purposes, without further responsibility, to the minor's parent, 'the minor, or to ~ any %~erson taking care of the minor. A minor, as used herein, is one under the age of twenty-one years. 3. I direct that all taxes that may be as. sessed in consequence of m~- death, of whatever nature and by whatever' jurisdiction imposed, shall be paid by m~r personal representative as an expense of 'the administratioiC of ~l?,r estate. 4. I appoint my wife, Shir%ey M. Quig!ey, executrix to settle my estate. If she fails to qualify or ceases to act as such, I appoint my sons, Demuis L. Quigley and Larry E. Quigley, executors to settle same. If none of them survive me I appoint Conu~onwealth National Bank of Carlisle, Pennsylvania, executor to settle my estate. My executors shall serve without the necessity of filing bond, and I direct that the serv.ices of ~,~arion Ro. Lower, Attorney at Law, of Carlisle, Pennsylvania be used in the settlement of my estate. Signed, sealed, published and declared by Jacob L. Quigley, ti'lc testator herein named, as and for his last will, in the presence of us,' who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses thereto. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE E~UREAU OF INDIVIDUAL TAXES DEPT. 280601 .^AA~SSURG, PA ~ 7~ S8-060~ PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004393 QUIGLEY LARRY E 26 WEST HUNTER ROAD CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 82,762.00 ESTATE INFORMATION: SSN: 208-24-1258 FILE NUMBER: 2104-021 9 DEQEDENT NAME: QUIGLEY JACOB L DATE OF PAYMENT: 09/1 6/2004 POSTMARK DATE: 09/1 6/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 0/26/2003 TOTAL AMOUNT PAID: 82,762.00 REMARKS: CHECK# 5463 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COHHONHEALTH OF PENNSYLVANZA _ ~ m~ DEPARTHENT OF REVENUE BUREAU OF ZNDZVZDUAL TAXES NOTZCE OF ZNHERZTANCE TAX ZNHERZTANCE TAX DZVZSZON APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE po BOX 280601 HARRZSBURG, PA 17128-0601 OF DEDUCTZONS AND ASSESSNENT OF TAX REV-lS47 EX AFP (09-04) DATE 11-15-200~ ESTATE OF QUZSLEY JACOB L DATE OF DEATH 10-26-2005 F/LE NUNBER 21 0~-0219 COUNTY CUHBERLAND ROBERT G FREY ACN 101 FREY & TZLEY I Amount Remitted 5 S HANOVER ST CARLISLE PA 17015 HAKE CHECK PAYABLE AND REHZT PAYNENT TO: RESISTER OF ~ILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LOgER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF QUIGLEY JACOB L FZLE NO. 21 0~-0219 ACN 101 DATE 11-15-200~ TAX RETURN gAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 87;000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, $. Closely Held Stock/Partnership Zn~erest (Schedule C) ($) .00 submit the upper portion ~. Hortgages/Notas Receivable (Schedule D) (~) .00 of this form with your E. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (E) 1;589.00 tax payeant. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 88,589.00 APPROVED DEDUCTZONS AND EXEHPTZONS: 9,1~7.00 9. Funeral Expanses/Adm. Costs/Hisc. Expanses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule Z) (10) 17,875.00 11. Total Deductions (11) Z7,022.00 12. Nat Value of Tax Return (12) 61,567.00 .00 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Ii. Nat Value of Estate Subject to Tax (lI) 61,567.00 NOTE: Zf an assessment Nas issued previously, 11nas lI, 15 and/or 16, 17, 18 and 19 will reflect flgures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: O0 x O0 O0 1E. Amount of Line II at Spousal rate (15) ' = ' 16. Amount of Line 1~ taxable at Lineal/Class A rata (16) 61,567.00 x 0~5 = 2,762.00 17. Amount of Line lq at Sibling rata (17) .00 X 12 = .00 18. Amount of Line lq taxable at Collateral/Class B rata (181 .00 X 15 = .00 19. Principal T~x Due "~,it:'; (19)= 2,762.00 TAX CREDZTS: ~'~ PAYH~NT REC~ZVT DZSCQUNT (+) AHOUNT PAZD DATE NUHBER ZNTEREST/PEN PAZD (-) 09-16-200~ CDO~.5~,~ ~. .00 2,762.00 AS OF 09-17-200~ TOTAL TAX CRED/T ] 2,762.00 BALANCE OF UNPAZD TNTEREST/PEN ~LTY BALANCE OF TAX DUE] .00 ZNTEREST AND PEN. I 15.80 I ~ TOTAL DUE I 15.80 ~ ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE ( TF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUZRED. FOR CALCULATTON OF ADDZTZONAL ZNTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (colJateral) beneficiaries of the decedent after the expiration of any estate for 1ifa ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act 25 of 2000. (7Z P.S. Section 9140). PAYMENT: Detach the top portion of this ,otice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, 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-IS15). Applications are available online at www.revenue.state.oa.us, any Register of Wills or Revenue District Office, or from the Department's Z4-hour ans-aering service for forms orders: 1-800-S6Z-ZO50; services for taxpayers with special hearing and/or speaking needs: 1-800-447-50Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing one of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box ZBlOZ1, Harrisburg, PA 17128-lOZ1. Petitions may not be foxed. D)Election to have the matter determined at the audit of the account of tho personal representative. ADMZN- C) Appeal to the Orphans' Court. 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 Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lEO1) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid ~ithin three (3) calendar months after the decadent's death, a five percent (5Z) 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 period. This non-participation penalty is appealable in the same manner and in the tho 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 (93 months and one [1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. AIL taxes which became delinquent on and after January 1, 198Z 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 198Z through ZOO4 are: Interest Dolly Interest Dally Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~)'g~-1991 llZ .00050X ~ 9Z .ooa247 1983 XSZ .000438 1992 9Z .000247 ZOOZ 6X .000164 1984 I1Z .000301 1993-1994 7Z .O0019Z 2003 5Z .000137 1985 132 .000356 1995-1998 92 .000247 2004 42 .000110 1986 lOZ .000274 1999 7Z .O0019Z 1987 lOZ .000274 ZOO0 7Z .00019Z --Interest is calculated as fallows: 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 (15) days beyond the date of the assessment. If payment is mode after tho interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.17 Name of Decedent: Jacob L. Quigley Date of Death: October 26, 2003 Will No. Admin. No. 21-04-0219 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ( X ) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes ( ) No ( X ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes ( X ) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. · · , ignature Robert G. Fre¥ Name (Pleas~ type or print~] .~:.:- ~ 5 South Hanover Street .... _ ,~: Carlisle, Pa 17013 ' Address (717~ 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative BUREAU OF ZNDZVZDUAL TAXES TNHERTTANCE TAX DZVTSZON PO BOX 280601 HARRI'SI~URg PA 17128-0601 COMMONNEALTH OF PENNSYLVAN'rA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OI= ACCOUNT REV-160? EX AFP C12-0q) ROBERT G FREY FREY & TZLEY 5 S HANOVER ST CARLISLE PA 17015 DATE 12-27-200q ESTATE OF QUIGLEY DATE OF DEATH 10-26-2005 FZLE NUMBER 21 0q-0Z19 COUNTY CUMBERLAND ACN 101 Aeoun'l: Rem i 'l:'l:ed JACOB L MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGTSTER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submA~ ~:he upper por~Aon of ~his form wi~h your ~ax payment. CUT ALONG TH'rS L'rNE I~ RETA'rN LONER PORT'rON FOR YOUR RECORDS ESTATE OF QUTGLEY JACOB L FI'LE NO. 21 0q-0Z19 ACN 101 DATE 12-27-200q TH/S STATEMENT 'rs PROVTDED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACN 'rN THE NAMED ESTATE. SHONN BELON TS A SUMMARY OF THE PR'rNC'rPAL TAX DUE, APPL/CATI'ON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE, A PROJECTED ZNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-15-200q PRINCIPAL TAX DUE: ........................................................................................ PAYMENTS (TAX CREDITS): 2,762.00 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID .00 09-16-200q 12-01-200q CDOOq$9$ CDOOq681 15.80- ZF PAZD AFTER THZS DATE, SEE REVERSE SZDE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" [CR), 2,762.00 15.80 TOTAL TAX CREDZT 2,762.00 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR ZNSTRUCTZONS. )