HomeMy WebLinkAbout04-0571 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of CAROLINE NOLEN No. ~--~i-~) 4-,-~/7 /
also known as AGNES CAROLINE NOLEN To: Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 202-20-0251 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executor named in the last will'of the above
decedent, dated May 31, 2000, and codicil(s) dated [none].
(State relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 442 Walnut Bottom Road, Carlisle Borough.
(List street, number and municipality)
Decedent, then 92 years of age, died June 11, 2004, at Thornwald Home, 442 Walnut Bottom
Road, Carlisle, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ unestimated
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: None
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon.
(Testamentary, administration c.t.a.; administration d.b.n.c.t.a.)
es H. Noleh z--' .
c-/4121 Angela Circle
,. Del City, OK 73115!
(405)672-9040
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are tree
and correct to thc best of the kr~.owledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administer thg/~state a~cording to lay3.
S wom to or affirmed and subsc rib ed
before me this 1~ day of _~ /'J~a/mes H. Nolen
zi 04-
Estate of Caroline Nolen, a/k/a Agnes Caroline Nolen, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
ANDNOW, ~TL(I~/~ Iq, ~)~ , in consideration ofthe petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated May 31,2000, described therein be admitted to probate and
filed of record as the last will of Caroline Nolen and Letters Testamentary are hereby granted to James H.
Nolen.
Will Book #Page ~~4R~~~ ' '
FEES Ivo V. Otto III, Esquire (27763) t
$ ~i0' 0 0 ATTORNEY (Sup. Ct. I.D. No.)
Probate, Letters, Etc.
Short Certificates(~ ) $ 12- 0~ 0 MARTSON DEARDORFF WILLIAMS & OTTO
~ )(,~ ~)(-/~ $ i ~[, 00 10 East High Street
$ 1 D '00 Carlisle, PA 17013
TOTAL $ ~/.0-~ (717) 243-3341
Filed
FSFILES~DATAFILE~STATES\7927-1 .LETTERS.TES. 1
This is to certify that the information here given is correctly copied from an original certificate of death duly I'ilcd x ~!1 : :'
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permancm filino
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee t~r this certificate, $2.00 ~
~ ~Local Registrar /
i.~
No. '~ Date
HI0~.143 Rev. ~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
~...*r CERTIFICATE OF DEATH
NAME O~ DEC~-O..NT (F~t, ~ I.aet) 7 J ~OCI~ SECURIIY NUMBER
~ ,. Aqnes Caroline Nolen F Is. 202 - 20 -- 0251
AGE(La~.~.7) ! UNDER1Y~AR
UNDER 1 DAy I DATE OF BIRTH BJRTHPI. ACE (City iflcI
92 ,,.. 14/'1911 Cl~=~r~[e~t~n' Y.,.~FI ;,~.~.;F'I ~o~1-1
COUNTY OF DEATH ¢11Y. SORO. ~V~ OF nEAIH
I
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~lisle, PA 17013 ~
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F:\FILES\DATAFILE\WILLS\7927.wiIl.2
LAST WILL AND TESTAMENT
I, CAROLINE NOLEN, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, and administrative expenses
be paid from my estate, as soon as practicable after my death.
2.
I give the sum of One Thousand Dollars ($1,000.00) to BETHESDA MISSION and the sum
of One Thousand Dollars ($1,000.00) to THE SALVATION ARMY.
3.
I give, devise and bequeath all the rest, residue and remainder of my eState U~!O my nephew
and his wife, JAMES H. NOLEN and JIMMIES. NOLEN, or the survivor of them, provided they
shall survive me by thirty (30) days. ~ '-:
4.
In the event both the said JAMES H. NOLEN and JIMMIES. NOLEN shall'predecease or
fail to survive me by a period of thirty (30) days, then I give, devise and bequeath all the rest, residue
and remainder of my estate unto my Trustee, in trust, for the following purposes:
a. My Trustee shall hold, invest and reinvest the same, collect the income arising
therefrom, and after paying all expenses incident to the management of the trust, shall use and apply
so much of the income and principal as may be nedessary in the sole discretion of my Trustee, in
equal shares, for the support, health, well-being and education of JAMIE E. NOLEN and JON S.
NOLEN.
b. I direct that each of said beneficiaries shall have the right of withdrawal of the
principal and any accumulated income of such share as each attains the age of twenty-five (25) years.
C.N.
Page 1 of 5 Pages
c. In the event either of said beneficiaries shall fail to attain the age for distribution of
any part of such share and shall be survived by issue, then such share shall be held by my Trustee
for said issue and distributed to them equally as each shall attain the age of twenty (20) years. The
share or undistributed share of either o f said beneficiaries who shall not be survived by issue shall
be distributed by my said Trustee equally to the remaining beneficiary in accordance with the terms
hereof.
d. Prior to the distribution of the principal of any share, my said Trustee shall have the
sole discretion to invade the principal of said share for the support, maintenance and education of
such beneficiary or issue of such deceased beneficiary, regardless of age.
e. To the extent that the same is permitted by law, none of the beneficiaries hereunder
shall have any power to dispose of or to charge by way of anticipation any interest given to such
beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts,
contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and
attachments and proceedings of whatsoever kind, at law or in equity.
5.
I nominate, constitute and appoint my nephew, JAMES H. NOLEN, as Executor of my
estate. In the event the said JAMES H. NOLEN shall be unable or unwilling to serve, then I appoint
his wife, JIMMIES. NOLEN, as Executrix of my estate.
6.
I nominate, constitute and appoint KEYSTONE FINANCIAL BANK, N.A. as Trustee of any
trust created under this Last Will and Testament.
7.
I direct that neither my Executor(rix) nor my Trustee shall be required to file any bond in any
jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any
order or approval of any court for the exercise of any power or discretion set forth in this Will.
C~Ni
Page 2 of 5 Pages
I authorize and empower my Executor(rix) and Trustee, in their sole and absolute discretion,
to purchase or otherwise acquire and retain any investments of which I die seized or any real or
personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or
grant options in regard to any or all property of any kind forming a part of my estate for such terms
and such prices as they may deem advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any claims
or demands of my estate against others or of others against my estate; to make distribution in kind
and to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my Executor(rix) and Trustee consider desirable and to pay reasonable
compensation for such services as may be rendered by such agents, attorneys and proxies; and to
execute and deliver such instruments as may be necessary to carry out any of these powers. In
addition, I direct that my Executor(rix) shall have the power to conduct an inventory of any safe
deposit box necessary to the administration of my estate.
A majority of all income beneficiaries of the trust or trusts created under this Will may from
time to time remove any corporate trustee then acting for reasonable cause and substitute another
corporate trustee; provided, however, that such successor corporate trustee shall not be a related or
subordinate to any one or more of the beneficiaries hereunder within the meaning of Internal
Revenue Code §672(c) or successor provisions. When the removed corporate trustee has received
written notice of its removal and has been notified in writing by its successor corporate trustee of
the latter's acceptance, the removed corporate trustee shall surrender all books, records, and assets
in its possession comprising any portion of the trust or relating to the trust. In no event shall the
removed corporate trustee charge a "termination fee" based on a percentage of trust assets as a result
C.N.
Page 3 of 5 Pages
of such removal but shall be entitled only to charge such fee as fairly represents the cost of any
accounting required by the beneficiaries or successor corporate trustee as part of such removal and
substitution. The removed corporate trustee shall not be relieved of liability until its successor has
qualified and the removed trustee's accounting, if applicable, has been settled or the beneficiaries
and successor corporate trustee have otherwise accepted an account stated in lieu of a formal
accounting. As used in this paragraph, the term "reasonable cause" includes, but is not limited to:
(1) poor investment performance, (2) the removal of all current income beneficiaries from the state
in which the corporate trustee is licensed to conduct business as a corporate trustee, (3) inattention
to the reasonable needs of the beneficiaries, (4) lack of communication between trustee and
beneficiaries, (5) inaccurate or unclear transaction statements or statements of account, (6) conflicts
between the corporate trustee and the beneficiaries, (7) merger, acquisition or deteriorating financial
condition of the corporate trustee, or (8) high turnover of account officers assigned to any trust under
this Will.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 3/$7" day of
'~)~La~ ,2000.
Caroline Nolen
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each other.
Page 4 of 5 Pages
COMMONWEALTH OF PENNSYLVANIA )
'SS.
COUNTY OF CUMBERLAND )
We, CarolineNolen, ]VO ~/. 0 ~ ~ ,and t4tJr;o'~z,,v~ ,/-]. J-~cZC~'P__ ,
the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her last Will and that the Testatrix has signed willingly, and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that
to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
Witness
Subscribed, sworn to and acknowledged befdre me by Caroline Nolen, the Testatrix, and
subscribed and sworn to before me by /~/~, ¥/. 0/--/7_)J-'/-F and
.~r',~V~L~U~- /4-~E'C/eP--~ , the witnesses, this ~iXt'-day of /~}a4.7, ,2000.
N"6tary Public (/
JMNOTARIAL SEAL
CORRINE L. MYERS, Notary Public
Carlisle Boro, CumberlandCounly
ommission Expires Ma)/27, 2003
Page 5 of 5 Pages
F:\FILES\DATAFILE\ESTATES\7927-1 .notice.cert
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Caroline Nolen, a/k/a Agnes Caroline Nolen
Date of Death: June 11, 2004
File No. 21-04-0571
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about July 9, 2004.
Mr. James H. Nolen Ms. Jimmie S. Nolen
4121 Angela Circle 4121 Angela Circle
Del City, OK 73115 Del City, OK 73115
Notice has now been given to all persons,entitled there, go under Rule 5.6(a) except: N/A
Date: July 9, 2004 Signature
Name Ivo V. Otto III, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-11 62 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128~0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004365
NOLEN JAMES H
4121 ANGELA CIRCLE
DEL CITY, OK 73115
ACN
ASSESSMENT AMOUNT
CONTROL
........ ,o,~ NUMBER
101 J $110,000.00
ESTATE INFORMATION: SSN: 202-20-0251
FILE NUMBER: 2104-0571
DECEDENT NAME: NOLEN CAROLINE
DATE OF PAYMENT: 09/13/2004
POSTMARK DATE: 09/10/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 06/1 1/2004
TOTAL AMOUNT PAID' $110,000.00
REMARKS: NOLEN JIMMIE
CHECK//57O9
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~~SEP?RIORITY OVERNIGHT
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SA~JIIDAY De~ ~ HOLD Weekday HOLD Satmday '
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Overnight, FedEx 2Day, FedEX Not available for Available ONLY for FedEX PrioriW
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REV.1500EXI6-<K11
. COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPl 280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
NOLEN, AGNES CAROLINE
DATE OF DEATH (MM-DD-YEAR)
06/11/2004
REV-1500
OfFjC1AI USE ONLY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 04
0571
COUNTYCQDE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
202-20-0251
DATE OF BIRTH (MM-DD-YEAR)
06/14/1911
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ 1, Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Allach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dateofdeath after 12.12.82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTruel)
o 10. Spousal Poverty Credit (dale of death batmen 12.31.91 and '.1.95)
o 3. Remainder Retum(<laleofdeathpriorlo12-1J.a2)
o 5. Federal Estate Tax Return Required
2- 8. Total Number of Safe Deposit Boxes
o 11. Election to lax under Sec. 9113(A) (Attach Sch 0)
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NAME
JAMES H NOLEN
FIRM NAME (If Applicable)
TELEPHONE NUMBER
(405) 677-6026
COMPLETE MAILING ADDRESS
4700 E RENO AVE
OKLAHOMA CITY, OK 73117
(1)
(2)
(3)
(4)
(5)
1. Real Eslate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
694,724.57
9,438,84
58,505.01
(5)
(7)
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter.Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs {Schedule H}
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (ScheduleJ)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(:;-~
(9)
(8)
5,434.81
8,794,66
(11)
(12)
(13)
762,668,42
(10)
14,229.47
748,438.95
2,000.00
(14)
746,438.95
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .0
(15)
x ,0
(15)
(17)
z
o
!;t
I-'
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c..
::i:
o
U
X
~
15. Amount of Line 14 taxable at the spousal lax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Une 14 taxable at collateral rate
19. Tax Due
20.~
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
x .12
___________74624.3l!,QE.. x .15
(18)
(19)
111.965,85
111 ,965.85
Decedent's Complete Address:
STREET ADDRESS
THORNWALD HOME 332 WALNUT BOTTOM ROAD
CITY CARLISLE I STATEpA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
111,965.85
110,000.00
5,598.30
Total Credits ( A + B + C ) (2)
115,598.30
3. InteresUPenally if applicable
D.lnterest
E. Penally
TotallnteresUPenally ( 0 + 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)
3,632.45
5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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;.......................................................................................... 0 [KJ
b. retain the right to dasignate who shall use the property transferred or its income; ............................................ 0 [KJ
c. retain a reversionary interest: or................................................................,......................................................... 0 [K]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ
2. If death occurred after December 12.1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [KJ
3. Did decedent own an "in trust fo( or payable upon death bank account or securny at his or her death?............. 0 [KJ
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a benefiCiary designation? ........................................................................................................................ 0 [KJ
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 alld belief, it is true, correct
and complete.
Decleration of rer oth8f then the pe I represelltatlve Is based on all' formation of which preparer hes eny knowledge.
F PERSON RESPO FI NG R DATE
03/07/05
R
E RENO AVE, OKLAHOMA CITY, OK 73117
..----"-.-"--'.- .'... "--..----,-------------
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
For dates of death on or after July 1. 1994 and before January 1. 1995, the tax rata imposed on the net value of transfers 10 or for the use of the surviving spouse is 3%
[72 P.S. S9116 (a) (1.1) (ill.
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. S9116 (a) (1.1) (ii)].
The statute does not exemot 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. s9116(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. S9116(1.2) 172 P.S. s9116(a)(II1.
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. s9116(a)(I.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-1503 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
All property Jolntly..owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
26 securities - See attached valuation of stocks/bonds held at Edward Jones Acoount #37701773
VALUE AT DATE
OF DEATH
2
2743 shares@92.05 M&T Bank
442,231.42
252,493.15
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
694,724.57
REV-1507 EX' (6-98) '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
NOLEN, AGNES CAROLINE
FILE NUMBER
21-04-0571
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 Debt owed to Caroline Nolen from Clifton McElyea, 200 Stonebrook, Edmond, OK 73034
VALUE AT DATE
OF DEATH
9,438.84
I
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
9,438.84
REV-1508 EX' (6-98) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
NOLEN, AGNES CAROLINE
FILE NUMBER
21-04-0571
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1 EDWARD JONES - Cash and Money Market - Ace! #377-017773-1-3
Art Amundsen, 21 West High Street, Carlisle, PA 17013 717-258-4688
2 M&T BANK - Checking Account - #1125664
1 West High Street, Carlisle, PA 17013
38,956.18
13,845.26
3 Dresser, Rocking Chair, 81anket chest, Wash stand, Lamp
4 Clothing
2,500.00
500.00
5 Misc costume jewelry
100.00
6 Prepaid funeral expense account -- Ewing Brothers (M&T Bank), 630 S Hanover, Carlisle, PA 17013
2,603.57
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
58,505.01
REV-1511 EX+ (12-99)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
NOLEN, AGNES CAROLINE
FILE NUMBER
21 040571
Debts 01 decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
EWING BROTHERS FUNERAL HOME
3,841.57
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City . Stale Zip
Year(s) Commission Paid:
2. Attorney Fees 1,490.75
3. Family Exemption: (If decedent's address is not the same es claimant's, attach explanation)
Claimant
Street Address
City Stale .Zip
Relationship of Claimant 10 Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Pre parer's Fees
7. REGISTER OF WILLS - CUM8ERLAND COUNTY 15.00
8 FUNERAL MEAL - ONE MEAL FOR FAMILY AFTER SERVICES 87.49
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of Ihe same size)
5,434.81
REV-1512 EX' ("<3) .-
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABIUTlES, & UENS
ESTATE OF
NOLEN, AGNES CAROLINE
FILE NUMBER
21-04-0571
Report debts incurred by the decedent prior to death which remained unpaid IS of the date of death, Including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
.
1.
2
SPRINT, PO BOX 740463, CINCINNATI, OH 45274-0463 - Telephone bill
GEORGE BRANSCUM JR, MD, BELVEDERE MEDICAL CORP, 850 WALNUT BOTTOM RD, CARLISLE
PHARAMERICA, 491-A BLUE EAGLE AVE, HARRISBURG, PA 17112
BROWN OPTICAL & HEARING AID SERVICE, PO BOX 669, CARLISLE
UNITED CHURCH OF CHRIST, THORNWALD HOME, 442 WALNUT BOTTOM ROAD, CARLISLE
26.36
40.14
3
333.30
5.00
4
5
8,389.86
TOTAL (Also enter on line 10, Recapitulation) $
(If more space Is needed, insert additional sheets of the same size)
8,794.66
REV-1513 EX' {9-001 *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NOLEN, AGNES CAROLINE
FILE NUMBER
21-04-0571
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 (')(1.2)]
1 JAMES H NOLEN, 185.38.1431 NEPHEW /DO ;~
JIMMIE S NOLEN, 446.54-6454 NEPHEWS WIFE
4700 E RENO AVE, OKLAHOMA CITY, OK 73117
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 BATHESDA MISSION, PO BOX 3041, HARRISBURG, PA 17105 1,000.00
2 SALVATION ARMY, EASTERN TERRITORIAL HEADQUARTERS, PO BOX C-635 1,000.00
WEST NYACK, NEW YORK 10994.0635
I.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 2,000.00
(If more space is needed, insert additional sheets of the same size)
NOLEN, AGNES CAROLINE
21-04-0571
ATTACHMENTS TO INHEIRTANCE TAX RETURN
1 Original Death Certificate
2 Short certificate
3 Last Will and Testament
4 Estate Valuation of Stocks and Bonds as of DOD
5 Reconciliation of M& T Bank stock ownership,
including Keystone conversion, verification of
shares transferred to beneficiaries, and
historical documentation of DOD per share value
6 Amortization Schedule of note from Clifton McElyea,
Edmond, Oklahoma
7 Edward Jones Money Market Account #377-01773-1-3
8 M&T Bank Account #1125664
9 Ewing Brothers Funeral Home, Inc statement of funeral expenses
with annotation of pre-paid balance.
10 Legal Fees paid
11 Cost of funeral meal per credit card billing
12 Copies of checks paying final debts, annotated with applicable schedule
13 Confirmation of bequests
"-,"'",'-",::\"'/"/-
Thi~ i,;-, 10 c'ertify that the information here given is correctly copied from an original certificate of death dilly' fikd" ill, ii,
Local Registrar. The original certificate will be forwarded to the State Vital Rccords Office for pcnnanclIl UIll\g.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
p 10414373
No.
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Fee for this certificate, $2.00
JUN 1 2 2004
Date
Hl05.tURow. 'lII7
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
aTATl!FU-"
-
~
--
.......
PWIlE OF DECEDENT (Fnr, MiddIt, LHt)
,. A Caroline
AGE.(LHt~)
.
. COUNTY OF DEATH
92
-
SOCIAl. SECURITY NUM8ER
.. 202 20 - 0251
Yn.
BIRTHPlACE (City 'lid
Cl~"'le1~
1. 'PA- IL
FACILITY NAME (lIl'1Ot 1nIlIluIlon. give IIrMI and numbel')
2.1
.. OJmberland
DECEDENT'S USUAl. OCCUPATION
",...=.."'~~.=::r Carlisle High
tta. Teacher u... Sch:>ol
SMAlU (19het, -. ,~ecx.J DECEDeNrS
442 Walnut Bottan Rd~ ~EHCE
Carlisle, PA 17013 (s..~
t.. on.......)
FATHER'SNMlE(Fnl,~~)
11. .lanes A. Nolen
INF s !~
... Jarres H~ Nolen
OFDlSPOSlTIOH
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AS DECEDENT EVER IN
u.s. ARMED FORCES?
v..D Nol&l
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oeCEOENT"S EDUCATION
MARITAL STATUS. """*I.
Newr~~..d,
,;;lever Married
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SURVMNG SPOUSE
(11-....--)
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....
Carlisle Boro.
--
73115
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M. 21.
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INER /CORONER?
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WAS N4 AUTOPSY WERE AUTOPSY ANOINGS
PEAfOAMEO? AVAIlAlll.E PRIOR TO
CXlMPI.ETlOHOF......
OF DEATH?
E
DATE OF INJURY
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LICENSE NUM8ER
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MANNER OF DEATH
TIME OF INJURY
INJURY AT WORK? DeSCRIBE HOW INJURY OCCURRED.
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
. ,'..'ii' ',::" '"
I,
GLENDA FARNER STRASBAUGH
.,...,
, "-"
\. '_J-'
"
Register for the Probate of wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 17th day of June, Two Thousand and Four,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
, late of CARLISLE BOROUGH
'<'
.J~.l " 1 .
.J:.'
. J:
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{
estate of NOLfN CAROLINE
(Last, First, Middle)
a/k/a
NOLEN AGNES CAROLINE
in said county, deceased, to NOLEN JAMES H
(Last. First. Middle)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 17th day of June
Two Thousand and Four.
File No. 2004-00571
PA File No. 21- 04- 0571
Date of Death 6/11/2004
S.S. # 202-20-0251
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
. F:\FILESIDATAFILE\W!LLSI7927.will_2
LAST WILL AND TESTAMENT
I, CAROLINE NOLEN, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, and administrative expenses
be paid from my estate, as soon as practicable after my death.
2.
I give the sum of One Thousand Dollars ($1,000.00) to BETHESDA MISSION and the sum
of One Thousand Dollars ($1,000.00) to THE SALVATION ARMY.
3.
I give, devise and bequeath all the rest, residue and remainder of my estate unto my nephew
and his wife, JAMES H. NOLEN and JIMMIE S. NOLEN, or the survivor of them, provided they
shall survive me by thirty (30) days.
4.
In the event both the said JAMES H. NOLEN and JIMMIE S. NOLEN shall predecease or
fail to survive me by a period of thirty (30) days, then I give, devise and bequeath all the rest, residue
and remainder of my estate unto my Trustee, in trust, for the following purposes:
a. My Trustee shall hold, inve,st and reinvest the same, collect the income arising
therefrom, and after paying all expenses incident to the management ofthe trust, shall use and apply
so much of the income and principal as may be necessary in the sole discretion of my Trustee, in
equal shares, for the support, health, well-being and education of JAMIE E. NOLEN and JON S.
NOLEN.
b. I direct that each of said beneficiaries shall have the right of withdrawal of the
principal and any accumulated income of such share as each attains the age of twenty- five (25) years.
r:!.- '7f'.
C.N.
Page 1 of 5 Pages
c. In the event either of said beneficiaries shall fail to attain the age for distribution of
any part of such share and shall be survived by issue, then such share shall be held by my Trustee
for said issue and distributed to them equally as each shall attain the age of twenty (20) years. The
share or undistributed share of either 0 f said beneficiaries who shall not be survived by issue shall
be distributed by my said Trustee equally to the remaining beneficiary in accordance with the terms
hereof.
d. Prior to the distribution of the principal of any share, my said Trustee shall have the
sole discretion to invade the principal of said share for the support, maintenance and education of
such beneficiary or issue of such deceased beneficiary, regardless of age.
e. To the extent that the same is permitted by law, none ofthe beneficiaries hereunder
shall have any power to dispose of or to charge by way of anticipation any interest given to such
beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts,
contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and
attachments and proceedings of whatsoever kind, at law or in equity.
5.
I nominate, constitute and appoint my nephew, JAMES H. NOLEN, as Executor of my
estate. In the event the said JAMES H. NOLEN shall be unable or unwilling to serve, then I appoint
his wife, JIMMIE S. NOLEN, as Executrix of my estate.
6.
I nominate, constitute and appoint KEYSTONE FINANCIAL BANK, N.A. as Trustee of any
trust created under this Last Will and Testament.
7.
I direct that neither my Executor(rix) nor my Trustee shall be required to file any bond in any
jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any
order or approval of any court for the exercise of any power or discretion set forth in this Will.
t.r
C.N.
Page 2 of 5 Pages
8.
I authorize and empower my Executor(rix) and Trustee, in their sole and absolute discretion,
to purchase or otherwise acquire and retain any investments of which I die seized or any real or
personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or
grant options in regard to any or all property of any kind forming a part of my estate for such terms
and such prices as they may deem advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any claims
or demands of my estate against others or of others against my estate; to make distribution in kind
and to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my Executor(rix) and Trustee consider desirable and to pay reasonable
compensation for such services as may be rendered by such agents, attorneys and proxies; and to
execute and deliver such instruments as may be necessary to carry out any of these powers. In
addition, I direct that my Executor(rix) shall have the power to conduct an inventory of any safe
deposit box necessary to the administration of my estate.
A maj ority of all income beneficiaries of the trust or trusts created under this Will may from
time to time remove any corporate trustee then acting for reasonable cause and substitute another
corporate trustee; provided, however, that such successor corporate trustee shall not be a related or
subordinate to anyone or more of the beneficiaries hereunder within the meaning of Internal
Revenue Code 9672( c) or successor provisions. When the removed corporate trustee has received
written notice of its removal and has been notified in writing by its successor corporate trustee of
the latter's acceptance, the removed corporate trustee shall surrender all books, records, and assets
in its possession comprising any portion of the trust or relating to the trust. In no event shall the
removed corporate trustee charge a "termination fee" based on a percentage of trust assets as a result
a..n
C.N.
Page 3 of 5 Pages
of such removal but shall be entitled only to charge such fee as fairly represents the cost of any
accounting required by the beneficiaries or successor corporate trustee as part of such removal and
substitution. The removed corporate trustee shall not be relieved of liability until its successor has
qualified and the removed trustee's accounting, if applicable, has been settled or the beneficiaries
and successor corporate trustee have otherwise accepted an account stated in lieu of a formal
accounting. As used in this paragraph, the term "reasonable cause" includes, but is not limited to:
(1) poor investment performance, (2) the removal of all current income beneficiaries from the state
in which the corporate trustee is licensed to conduct business as a corporate trustee, (3) inattention
to the reasonable needs of the beneficiaries, (4) lack of communication between trustee and
beneficiaries, (5) inaccurate or unclear transaction statements or statements of account, (6) conflicts
between the corporate trustee and the beneficiaries, (7) merger, acquisition or deteriorating financial
condition ofthe corporate trustee, or (8) high turnover of account officers assigned to any trust under
this Will.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 31:or day of
!1l0l-(f
,2000.
~cr..-.___~":"~ 7r~ (SEAL)
Caroline Nolen
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each other.
~)~G=, <n~tZ&k/
cJ.??~
C.N.
Page 4 of 5 Pages
COMMONWEALTH OF PENNSYL V ANlA )
: SS.
COUNTY OF CUMBERLAND )
r,"""
We,CarolineNolen, /VC V. 0 !TD.DL ,and Jt4CdVCL//1JE A, :DECRE'€' ,
the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her last Will and that the Testatrix has signed willingly, and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that
to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
(' -~ ~--/-'~/ - ~ ./
Te~~
Witness
J1~~ c:Z. UU/aL/
Oner;
Subscribed, sworn to and acknowledged before me by Caroline Nolen, the Testatrix, and
subscribed and sworn to before me by 11/(/ y. D TTV .t1/ and
JAfll.tJFJ INF .4. DECeCl<' ,thewitnesses, this 3iSfday of 11)~'f ,2000.
tt~.~~~~:y >ntJ~~
NOTARIAL SEAL
CORRINE L MYERS. Notary Public
Carlisle Bora. CumberlandCounly
M Com,!,ission E. ires Ma 27. 2003
Page 5 of 5 Pages
Estate Valuation
Date of Death:
Valuation Date:
processing Date:
06/11/2004
06/n/2004
06/24/2004
Shares
or Par
Secu'Iity
Description
High/Ask
2)
1010.708 ALLIANCEBERNSTEIN AM GOV INCM (01853WI05)
CL A
NASDAQ
06/10/2004
'3)
797.341 CAPITAL WORLD GROWTH & INCOME (140543109)
COM
NASDAQ
06/10/2004
4)
328.909 CAPITAL INCOME BLDR FD (140193103)
8H BEN INT
NASDAQ
06/10/2004
S)
220 EQUITY RESIDENTIAL (29476LI07)
NYOE
06/10/2004
06/14/2004
29.73000
29.14000
6)
2747.967 FEDERATED MUN SECS FD INC (313913105)
CLA
NASDAQ
06/10/2004
7)
217 KIMCO REALTY CORP (49446R109)
mOE
06/10/2004
06/14/2004
46.35000
45.25000
8)
5262.857 LORD ASBETT AFFILIATED FO INC (54400110a)
CL A
NASDAQ
06/10/2004
9)
,046.82 LORD ABSET INVT TR (543916308)
US GOV&GQVSPRA
NASDAQ
06/10/2004
101
7~8.886 LORD ABBETT RESH FD INC (S4391330S)
SML CAP II I
NASDAQ
06/1-0/2004
111
6103.702 LORD ABBETT TAX-FREE INCOME TR {543912208}
PA SER CL A
NASDAQ
06/10/2004
12)
648 NISOURCE INC (6S473P10S)
NYSE
06/10/2004
06/14/2004
20.68000
20.60000
Page 1
Low/Bid
7.10000 aid
30.31000 Bid
47.73000 Bid
29.43000 H/L
28.86000 H/L
10.43000 Bid
45.60000 H/L
44.49000 H/L
13.76000 Bid
2.55000 Bid
25.86000 Bid
5.11000 Bid
20.48000 H/L
20.40000 H/L
Estate of: Caroline Nolen
Report Type: Date of Death
Number of Securities: 26
File In: 7927-1
Mean and/or Div and Int Security
Adjustments Accruals Value
1.100000
1,176.03
30.310000
24,167.41
47.730000
15,698.83
29.290000
6,443.80
10.430000
28,661.30
45.422500
9,856.68
13,760000
72,416.91
2.550000
17,969.39
25.860000
1B,D1. 79
5.110000
31,189.92
20.540000
13,309.92
This report was produced with EstateVal, a product of Estate Valuations & Pricing systems, Inc. If you have questions,
please contact EVP Systems at (B18) 313-6300. (Revision 6.4.1)
Date of Death:
Valuation Date:
Process~ng Date:
06(11(2004
06(11(2004
06/24/2004
Shares
or Par
security
Description
Estate of: Caroline Nolen
Report Type: Date of Death
Number of Securities: 26
File ID: 7927-1
Mean and/or Div and Int Security
Adjustments Accruals Value
High(Ask
Low/Bid
13)
1108,921 VAN KAMPEN PA TAX FREE INCM FD (920902103)
CONE
NASDAQ
06(10(2004
16.87000 Bid
16.870000
14)
23 PENNSYLVANIA lNSD MUNS INCH TR (70884B(97)
DT SER 102 S
OTC
06(10(2004
06(14(2004
151. 77000 A/B
151.32000 A/B
151.545000
Carryover & daily interest:
15)
10 PENNSYLVANIA lNSD MUN INC TR (708839493)
UT 63 26 MUL S
OTC
06/10/2004
06/14/2004
265.24000 A/B
265.26000 A/B
265.250000
carryover & daily interest:
16)
10000 PENNSYLVANIA INFRASTRUCTION IN REV BDS (708836ED9)
FT Intr.
DTD: 07/12/1994 Mat: 09/01/2014 5.625%
06/10/2004 108.31300
06/14/2004 108.19300
Int: 03/01/2004 to 06/11/2004
17) 35000 ALLEGHENY CNTY PA HaSP DEV AUT HEALTH CA (01728AKS4)
FT Intr.
DTD: 12/01/1995 Mat: 12/01/2025 5.375%
06/10/2004 102.00100 101.87400 A/B
06/14/2004 101.84000 101.71300 A/S
108.26800 A/S
108.14800 A/S
108.230500
Int: 06/01/2004 to 06/11/2004
101.857000
1B) 5000 PHILADELPHIA PA AUTH FOR IOOL ARPT REV (71781EAX3)
FT Intr.
DTD: 07/01/1998 Mat: 07/01/2028 5.125%
06/10/2004 97.09900 96.84900 A/B
06/14/2004 96.70600 96.45600 A/B
96.777500
lnt: 01/01/2004 to 06/11/2004
19) 40000 DELAWARE CNTY PA AUTH HQSP REV REV BDS (246006NY2)
FT Intr.
DTD, 08(15(1998 Mat: 01/01/2022 5.5%
06/10/2004 103.92600 103.85900 A/B
06/14/2004 103.85700 103.79100 A/S
103.858250
lnt: 01/01/2004 to 06/11/20Q4
20) 10000 LEHIGH CNTY PA INDL DEV AUTH P POLLDTN C (524808AY8)
FT Intr.
DTD: 02/15/1994 Mat: 02/15/2027 5.5%
06/10/2004 102.44700 102.44700 A(B
06/14/2004 102.43700 102.43700 A(B
102.442000
Int: 02/15/2004 to 06/11/2004
21) 5000 PENNSYLVANIA ST HIGHER EDL FAC REV BDS (709174XQ4)
FT Intr.
DTD; 02/15/1994 Mat: 06/15/2014 5.5%
06/11/2004 100.0-0000 100.00000 A/E
100.000000
rut: 12/15/2003 to 06/11/2004
Page 2
18,707.50
N(A
3,485.53
2,652.50
N(A
10,823.05
156.25
35,649.95
52.26
4,838.88
113.89
41,543.30
977.18
10,244.20
177 .22
5,000.00
134.44
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (81B) 313-6300. (Revision 6.4.1)
Date of Death:
Valuation Date:
Processing Date:
06/11/2004
06/11/2004
06/24/2004
Estate of: Caroline Nolen
Report Type: Date of Death
Number of Securities: 26
File 10: 7921-1
30000 CUMBERLAND CNTY PA MUN AUTH CO REV BDS {23061NBQ9}
FT IntI".
DTD: 10/01/2000 Mat: 11/01/2030 5.5%
06/10/200'" 102.32700
06/14/2004 102.05400
Int: 05/01/2004 to 06/11/2004
15000 CUMBERLAND CNTY PA MUN AU'TH CO REV 'BDS (23061NAR8)
FT Intr.
DTD: 12/15/1995 Mat: 10/01/2015 5.125%
06/10/2004 105.07600
06/14/2004 104.97900
Int: 04/01/2004 to 06/11/2004
24) 10000 PENNS"iLVANIA HSG FIN AGY Jl.MT-SINGI.> (70Bi92GV2)
FT IntI".
VTD: 01/01/1996 Mat: 10/01/2026 5.7%
06/10/2004 100.55600 100.3770011./8
06/14/2004 100.49500 100.3170011./8
22)
23)
251
26)
Shares
or Par
security
Description
Mean and/or Div and Int Security
Adjustments Accruals Value
High/ASk
Low/aid
102.07700 A/a
101.80400 11./8
30,619.65
102.065500
183.33
105.03100 11./8
104.93400 A/B
15,1S0.75
lOS.005OQQ
149.48
100.436250
10,043.63
Sond was called on 12/10/2003
5000 LYCOMING CNtY FA AUTK HOSP REV HOSP REV (5508QaBDO)
FT Intr.
DTD: 11/15/1995 Mat: 11/15/2015 5.25%
06/10/2004 104.00500
06/14/2004 103.64800
Int: 05/15/2004 to 06/11/2004
2000 ~ SERIES 92173 t313S8QJV8)
OTe
Mat: 09/25/2022 7.300% Fact: 0.2371239
06/10/2004-
06/14/2004
103.82600 A/B
103.47000 A/B
5,186.'06
103.n1250
18.96
105.16700 Bid
105.34500 Bid
105.2.56000
499.17
CMO Accrual
0.86
$440,266.95
Total Value:
Tota.l Accrua~:
Total: $442,231.42
$1,964.47
Page 3
This report was produced with EstoteVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.1)
NOLEN, AGNES CAROLINE
ATTACHMENT TO SCHEDULE B
#21-04-0571
Caroline Nolen owned 7383 shares of Keystone Financial.
At the time of the M&T merger, she converted 74.31% to M&T stock
and M&T bought the remaining shares at $21.50/share.
She received .5 shares M& T stock for each of the Keystone shares
she was allowed in the merger. Number of shares was limited to
whole shares only.
# shrs Keystone Financial
M&T Bank % allocation to M&T stock
7383
74.31%
5486
0.5
# shares of M& T per Keystone Financial
# shrs M& T Bank stock
2743
Reconciliation of total Keystone shares
Shares converted to M&T
Keystone shares remaining
Purchase price from M&T
Received ch #10994745, 10-06-00
7383
5486
1897
$ 21.50
$ 40,785.50
r! M&T Bank Corporation
October 6, 2000
Dear Former Keystone Financial, Inc. Shareholder:
We are pleased to inform you that Keystone Financial, Inc. ("Keystone"), and
M&T Bank Corporation ("M&T") completed their merger effective October 6, 2000.
Under the terms of the merger agreement, Keystone shareholders had the right to elect
to receive $21.50 in cash or 0.5 ofa share ofM&T common stock (an "M&T Share") for
each share of Keys tone common stock (a "Keystone Share") that they owned, subject to
the restriction that, in total, not more than 65% of the Keystone Shares could be ex-
changed for M&T Shares. The merger agreement also set forth allocation and proration
procedures to be followed if Keystone shareholders made elections to receive M&T
Shares with respect to more than 65% of the Keystone Shares. The allocation and prora-
tion procedures were described in the Joint Pro"l' Statement-Prospectus that was mailed
to all Keystone shareholders.
Because Keystone shareholders elected to receive M&T Shares with respect to
42,799,770, or approximately 87% of the Keystone Shares, it has been necessary to apply
these allocation and proration procedures. As a result, you will receive M&T Shares for
74.31% of those Keystone Shares for which you elected to receive M&T Shares, with cash
in lieu of fractional shares. You will also receive $21.50 in cash forthe remaining 25.69%
of those Keystone Shares. Enclosed with this letter is a certificate for those M&T Shares
to which you are entitled. The check for any cash to which you are entitled will be mailed
to you under separate cover.
If you have further questions, please contact our transfer agent, EquiServe at
1-800-730-4001 or M&T Bank at 1-716-842-5445.
Very truly yours,
fltaW- ~~
Marie King
Corporate Secretary
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1'09'9' '4 7 45 5.39
'^,:, c":::- '--;:\;e~\,-.>' ;;110
T BANK CORPORAtION
C,OMPANY NUMBER
KYSTN/0995
.,:'-'" ~
,in 9Q'4:7 4 5
'. {/'
ACCOUNT NUMBER
2651581
, DArE
HI/06/00
PAY TO THE ORDER OF
PAY $******40,785.50
CAROLINE NOLEN
4100 E RENO AVE
OKLAHOMA CITY
OK 1311 7-1810
I'~ L .
3LfLfI)..- ~-- r - -, ~
To BankBoslon, NA., Boslon, MA
':011000 :I'W': S? 5 02? SCJu' 1OCJCJI,?1, 5
BANKBOSTON, N.A., AGENT
10994745
M ~ T ~ANK CORPORATION
10994745
PAYMENT
DESCRIPTION
GROSS
PAYMENTS
TAX
WITHHElD
NET
PAYMENTS
DATE
PAID
40765.50
40785.50
10/05/00
MERGER CONSIO~RATION
1897.0000 Ol $
21.5000000000
.~
~ ~~
~ ,.
U;7f-
-:;.,
(,3 73. 7~
BATCH/ITEM
1065- 8 KYSTN/0995
THIS IS NOT A CHECK - RETAIN THE ENCLOSED FORM 1099-8 FOR TAX PURPOSES
Statement for OMS No. 1545-071 bDateofsale 1b CUStP No. 2 Stocks. bond$. etc. Reported to IRS ) ~ G<= p""",,,'
Receipts of 2000 10/06/00 55261F-I0-4 $ 40785.50 o Gross proceeds less commissions
Proceeds From
Broker and Barter and option ptemiurns
Exchange . Federal Income tax withh.ld Account number 5 Description
Transactions
Copy B 2651581 MERGER CONS IOERA T I ON
For Recipient
This is important tax RECIPIENrs name, address, city. state and ZIP code PAYER'S name, addmss, city, state and ZIP code
infonnation alXl is being
furnished to the Internal CAROLINE NOLEH BANKBOSTON AS AGENT FOR
Revenue Service, If you 4100 E RENO AVE II & T BANK CORPORATION
are required to file a OKLAHOMA CITY OK 73117-781 ONE II & T PLAZA
rettrn. a negligence 8UFFALO NY 14240
penalty or other sanction
may be imposed on you
if this income is taxable 800-730-4001
and the IRS determines
that it has 001 been
reported.
RECIPIENTS identification number PAYER'S Federal
Substitute identific;;ationnumb8r
Fo"" 1 099-8 202-20-0251 16-0968385
INSTRUCTIONS FOR RECIPIENT ON REVERSE SIDE
DETACH BEFORE CASHING CHECK
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M&T Bank Personal Banking
Page 1 of 2
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M&T Bank (MTB): as of 4:04 PM EST on Sep 09
high low open prev bid - ask
95.37 95.98 94.65 95.81 close NIA - NIA
95.80
52-wk range
98.98 - 82.90
- 0.43 + 0.45%
volume pie
281,200 17.56
eps
5.46
dividend yield market cap
1.60 1.67 11,216,159,000
1 Year Chart
. M e. T BK CORP
as of 9/9/2004
98,00
JuJ 'A:IJJjJ
94.00
92.00
90,00
88,00
86.00
84,00
82,00
80.00
18,96 M
14,22
9.48
4.74
0.00
Period
j1 Year .
---
. Volume
Percent
Bench
INone
.
,-
Historical Price Lookup
Select a date to determine the cost basis per share on that date.
12004 JlIJune
JI.[ITII_
M&T Bank Corporation(MTB) - as of June 10, 2004
High Low Open Close
$92.17 $91.72 $92.12 $92.05
Volume
255,800
For Historical Price information on Keystone Financial, Inc., click h!1l'g.
http://ir.mandtbank.com/stock.cfm
9/9/04
M&T Bank Personal Banking
Page 2 of 2
@2004 Manufacturers and Traders Trust Company. All rights reserved.
Users of this Web Site agree to be bound by the provisions of the M& T Web Site Terms and Conditions
View aurWeb Site Terms and Conditions and Privacy Policv.
http://ir.mandtbank.com/stock.cfm
9/9/04
-;008 CHEVY CAMARO ~~ ,)/~5/2003 2:04:25 PM Page 1
Compound Period ......... Monthly
Nominal Annual Rate .... 6.000 %
CASH FLOW DATA
Event Date Amount Number Period End Date
1 Loan 03/25/2003 11,500.00 1
2 Payment 04/25/2003 200.00 66 Monthly 09/25/2008
3 Payment 10/25/2008 391.95 1
AMORTIZATION SCHEDULE - Normal Amortization
Date Payment Interest Principal Balance
Loan 03/25/2003 200.00~ 11,500.00
1 04/25/2003 $'-/0; 57.50 142.50 11,357.50
2 OS/25/2003 "~/~ 200.00;x- 56.79 143.21 11,214.29
3 06/25/2003 7-~ 200.00 56.07 143.93 11,070.36
4 07/25/2003J 200,00I~ 55.35 144.65 10,925.71
~ 08/25/2003 . 10-1. 200.00 54.63 145.37 10,780.34
6 09/25/2003 200.00 53.90 146.10 10,634.24
7 m5/2003 - 11-11 200.00 ~ * 3S":lt 53.17 146.83 10,487.41
8 11/25/2003 -I')..~'" 200.00 ~ .,q'i"l 52.44 147.56 10,339.85
9 12/25/2003 - J -1 200.00 51.70 148.30 10,191.55
2003 Totals 1,800.00 491.55 1,308.45
10 01/25/2004 '7 "'31~" 200.00 50.96 149.04 1 0,042.51
11 02/25/2004 ~.\ 200.00 50.21 149.79 9,892.72
12 03/25/2004~ 200.00 49.46 150.54 9,742.18
13 04/25/2004 _').,,-I'f 200.00 48.71 151.29 9,590.89
14 OS/25/2004 ~ 200.00 47.95 152.05 9,438.84 -
15 06/25/2004CIt.t!l5!o' 200.00 47.19 152.81 - 9,286.03
16 07/25/2004~~SS'f.. 200.00 46.43 153.57 9,132.46
17 08/25/2004 200.00 45.66 154.34 8,978.12
18 09/25/2004 200.00 44.89 155.11 8,823.01
19 10/25/2004 200.00 44.12 155.88 8,667.13
20 11/25/2004 200.00 43.34 156.66 8,510.47
21 12/25/2004 200.00 4255 157.45 8,353.02
2004 Totals 2,400.00 561.47 1,838.53
22 01/25/2005 200.00 41.77 158.23 8,194.79
23 02/25/2005 200.00 40.97 159.03 8,035.76
24 03/25/2005 200.00 40.18 159.82 7,875.94
25 04/25/2005 200.00 39.38 160.62 7,715.32
26 OS/25/2005 200.00 3858 161.42 7,553.90
27 06/25/2005 200.00 37.77 162.23 7,391.67
28 07/25/2005 200.00 36.96 163.04 7,22863
29 08/25/2005 200.00 36.14 163.86 7,064.77
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ACCOUNT NO. ACCOUNT TYPE
1125664 CLASSIC CHECKING
STATEMENT PERIOO PAGE
HAY.20~JUN.18~2004 1 OF 1
00 4 04319M M 021
1028
CAROLINE NOLEN
C/O JAMES H NOLEN
4700 E RENO
DEL CITY OK 73117
HIGH STREET-CARLISLE
17,634.80
II POUTS: & .
.....OTHERADDITtDHS:: .
NO. AMOUHT
3 2,937.38
.. .:.'.QJ ER
.. . .SOlll'RAetIQHS ::.
NO. AMOUNT
o 0.00
.. RRENt : .. ENIlI G.
.INTEREST. PO . .8ALANCE.
. lIEGINNING .
. lIALANCE
0.00 13,845.26
PQSTtNG
. IIAU .
ACCOUNT ACTIVITY
llEPQSUS,. ERES
&:iiTHERADiill'liiHS
05-20-04 BEGINNING BALANCE
~1-04 CHECK NUMBER 1507
_~-24-04 CHECK NUMBER 1508
05-24-04 CHECK NUMBER 1509
05-24-04 CHECK NUMBER 1506
05-27-04 llEPOSIT
05-28-04 PA TREASURY DEPT ANNUITANT
06-03-04 US TREASURY 303 SOC SEC
37.13
5,837.53
822.33
29.93
$17,634.80
17,597.67
96.04
1,978.34
863.00
10,907.88
11,003.92
12,982.26
13,845.26
ENDING BALANCE
$13,845.26
I
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. (;HEQ:$PAIll i_ARY . .
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1506 05-24-04
1509 05-24-04
29.93
822.33
1507 05-21-04
37.13
1508 05-24-04
5,837.53
NEED ADDITIONAL RETIREMENT INCONE?
CONSIDER M&T'S REVERSE MORTGAGE:
- IT'S A TAX FREE SOURCE OF INCONE FQR SENIOR HOMEOWNERS 62 AND OVER.
- THERE ARE NO MONTHLY PAYMENTS.
- YOU'LL CONTINUE TO OWN YOUR HONE.
- NOW AVAILABLE IN NEW YORK, PENNSYLVANIA, MARYLAND, VIRGINIA AND WASHINGTON DC.
TO FIND OUT HORE, CALL US AT 1-866-265-6828. M&T IS AN EQUAL HOUSING LENDER.
W08A(1/03)
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Ewing Brothers Funeral Home, Inc.
630 South Hanover Street
Carlisle, PA 17013-
(717)243-2421
/
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I June 15,2004
J
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James H. Nolen
4121 Angela Circle
Del City, OK 73115
The Funeral Service for Agnes Caroline Nolen
J
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
TIlE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff. . . . . . $1145.00
2. FACILITIES AND SERVICES
Memorial Service. . . . . .
1/2 Hour Visitation/All other facility usage
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home.
Hearse (Casket Coach) & Atteodant
C. SPECIAL CIIARGES
Direct Cremation . . . . . . . . . . . .
Refrigeration 2 @ 75.00 each . . . . . . . .
FUNERAL HOME SERVICE CIIARGES
SELECTED MERCIIANDISE:
Cremation Container .
Register Book(s). . . . . .
Memorial folders. . . .. . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCIIANDISE
THATYOUIIAVESELECTED . . . . . . . . . . . . .
Cash Advances
Opening Grave, . . . . . . . .
CiergylMass Offering. . . . . . .
Certified Copies of the Death Certificate.
Flowers. . . . . . .
Coroners Authorization Fee.
Cremation Urn. . . . .
3 Display Basket afRoses .
TOTAL CASH ADVANCES AND SPECIAL CIIARGES .
. . . . . . . . . . . . . . . . . . . . . . . . .
C;;WJ{)
Member of National Funeral Directors Association
$425.00
$150.00
$195.00
$195.00
$225.00
$150.00
$2485.00
$85.00
$60.00
$75.00
$2705.00
$550.00
$200.00
$24.00
$79.50
$25.00
$375.00
$79.50
$1333.00
$4038.00
.
SUB-TOTAL
INITIAL PAYMENT / DISCOUNT / CREDITS
TOTAL AMOUNT DUE
$4038.00
0.00
$4038.00
-~603,.J7 ;J1+r /S./?.uk
G/lc"/Ol(
.5-e,,"~/_,f.4~C'"
The unpaid balance over 45 days is subjected to a 1.00 % service charge per month - 12.0000 % per annum.
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Han)sburg, P A Bethesda Mission - Help Form
Page I of I
Home Page
New Life
Ne'''"s Letters
About Bethesda
History
Facts Sheet
Homelessness?
lIelp
Prayer Request
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Donate A Gift
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Shelter
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Openings
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Be'tbesda
_missIon
Harrisburg, PA Phone: 717-257-4442 E-Mail
01,jJ If J{J <iI
A time to remember...
Remembering friends on special occasions or honoring departed loved ones or friends can
have special significance when you combine that remembrance with a gift to Bethesda
Mission.
All names will be listed in the next issue of our Newsletter, New Life.
Bethesda Mission will send you a tax-deductible receipt acknowledging your contribution.
Let your dollars do double duty by honoring a friend or loved one while lending a helping
hand to someone less fortunate!
Print this page and mail with your gift to:
Bethesda Mission, P.O. Box 3041, Harrisburg, P A 17105
IN MEMORY OF
BY
OR
IN HONOR OF
EVENT
BY
Enclosed please find my gift of: $200 _ $100 _
$50 $25_ Other $
YOUR NAME
ADDRESS
CITY
STATE
ZIP CODE
Thank You for ~rp.1r
~ ~/1"1~ tL .
~ '1/1/800"32 j:;~ ~
. , ~~. &J~~J~
~. 'zf~~'-& ~J
http://v.'Ww.bethesda-mission.org/rem ber.htm F ~ ~ I~ --;3 / ~Z/2004
JOHN LARSSON
GENERAL
LAWRENCE R. MORETZ
TERRITORIAL COMMANDER
"'~ A \0.
THE SALVATION ARMY
FOUNDED IN 1865 BYWILLlAM AND CATHERINE BOOTH
November 9, 2004
TERRITORIAL HEADQUARTERS
LEGAL DEPARTMENT
440 WEST NYACK ROAD, P.O. BOX C-635
WEST NYACK, NY 10994-1739
WWW.SALVATIONARMY-USAEAST.ORG
TELEPHONE (845)620-7200
FAA (845) 620-7753
Mr. James Nolen
4700 E. Reno
Del City, OK 73117
Re: Caroline Nolen Estate
Carlisle, Pennsylvania
Dear Mr. Nolen:
This will acknowledge receipt of your correspondence dated October 8, 2004 notifying us of our
interest in the aforementioned estate. We appreciate your having forwarded to us a copy of the
testamentary document so that we can be assured of fulfilling the wishes of Ms. Caroline Nolen.
If our interest is of a residuary nature we will require a copy of accountings that are prepared.
Would you also please express to the family of Ms. Caroline Nolen our extreme gratitude at being
remembered in this way. Weare grateful for the many programs that are supported by the generosity
of people like Ms. Caroline Nolen.
We look forward to working with you on this matter. Please do not hesitate to contact us if we can bf
any additional assistance to you. We can be reached at the above address. Our direct fax line number
is 1-845-620-7753. The direct telephone number is 1-845-620-7333 or via e-mail at
RALLEN@USE.SALVATlONARMY.ORG.
Richard D. Allen
Assistant Corporate Secretary
gl
c: Major Robert Goding
4\
JOHN LARSSON
Gtneral
THE SALVATION ARMY
w. TODD BASSETT
National Commander
(Founded in 1865)
WILLIAM BOOTH, FOUNDER
NATIONAL HEADQUARTERS
615 Slaters Lane
Alexandria, VA 22313
Telephone: (703) 684-5500
Fax: (703) 684-3478
Mailing Address
P.O. Box 269
Alexandria, VA 22313
October 28, 2004
James Nolan
4700 E. Reno
Del City, OK 73117
Re: Estate of Caroline Nolan
Dear Mr. Nolan:
Thank you for responding to our request for a copy of the Last Will and Testament of Caroline Nolan.
We are grateful to have been chosen as a beneficiary of the Nolan Estate.
We note that "The Salvation Army" is named in Article Three; however, no reference is made to the
National Headquarters of The Salvation Army. In such instance, it is our policy that the trust benefits the
area in which it originates. Weare forwarding the documents and check received to the administrative
headquarters for The Salvation Army for the State of Pennsylvania.
The Salvation Army
Eastern Territorial Headquarters
P. O. Box C-635
West Nyack, New York 10994-0635
No doubt you will receive acknowledgment that they have received the documents. Kindly forward all
future corresPOh~ce to the above address.
Tha.fik). k ou ~~r'(he work you have on behalf of The Salvation Army.
S serh F
C Major Thomas Mack
www.SalvationArmyUSA.org
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
247
3/8/2005
AGNES CAROLINE NOLEN
21-2004-0571
JAMES H NOLEN
4700 E. RENO AVE
JA
OKLAHOMA OTY, OK 73117
Qty
1
Fee Description
Additional Probate
Fee Total
35.00 $35.00
Total:
$35.00
Olecks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
BUREAU OF INDIVlDUAL.'TAXE$"
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COKMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLDWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
~!)1Y 20 Pli 12: 41
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-23-2005
NOLEN
06-11-2004
21 04-0571
CUMBERLAND
101
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JAMES tCfr,/ijCEK
4700 E RENO AVE
OKLAHOMA CITV
n,~.
" l~,\
OK 73117
'*
REV-1547 EX AFP (03-05)
CAROLINE
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ~
1t~"-"MIl"Yf."'".'l"ft~'1I!'.'lMm!l!.tft!'.!WftW4M!r.m.lWI1lTftMMf~.YC[W4M:Y.~rf.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NOLEN CAROLINE FILE NO. 21 04-0571 ACN 101 DATE 05-23-2005
TAX RETURN WAS: (XI ACCEPTED AS FILED
I CHANGED
I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A~t of Line l~ at Spousal rat. (IS)
16. Anount of Line 14 tax~l. at Lineal/Class A rat. (16)
17. Aaouni of Line 14 .t Sibling r.t. (17)
18. ~ount of Line 14 taxable at Collateral/Class 8 rate (18)
19. Principal Tax Du.
X S.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat. (Schedule A)
2. stocks end Bonds (Schedule 8)
3. Closely Held Stock/Pa~tnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule Dl
5. Cash/Bank DepositslHisc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfer$' (Schedule S)
8. Total Assets
(II
(2)
(31
(41
(51
(61
(71
.00
694.724.57
.00
9.438.84
58.505.01
.00
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
,. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule 11
11. Total Deductions
12. Net Value of Tax Return
13. Char1table/Governaental Bequests; Non-elected 9113 Trusts (Schedule ~l
14. Net Value of Estate Subject to Tax
(91
1101
5,434.81
8.794.66
(Ill
1121
(13)
1141
NOTE:
.00
.00
.00
746,438.95
x 00 =
X 045 =
X 12 =
X 15 =
.
AMOUNT PAID
110,000.00
DATE
09-10-2004
NlIHBER
CD004365
INTEREST/PEN PAID (-I
5,598.29
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credl t to your account I
sub.lt the uppe~ portion
of this for. with your
tax paynent.
762,668.42
14.'?Q 47
748,438.95
2,000.00
746,438.95
1191=
.00
.00
.00
111,965.85
11L965.85
115,598.29
3,632.44CR
.00
3,632.44CR
IF TOTAL DUE IS LESS THAN $1, NO PAVNENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, VDU NAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.I
BUlEAU Of INDIVuiiCQWli) OFFICE OF
IllERITAIlCE TAX DIVISIIlIIC(:iSTCD 0F '/1" I ('
PO lOX 280601 r~[Ui\,.. LI I I\..-, ,1\.,'..,.)
HARRISIIUAIl PA 17128-1601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
.
REV-1617 EX AFP (15-151
2005 JUL 22 PI'l 2: II
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-27-2005
NOLEN
06-11-2004
21 04-0571
CUMBERLAND
101
A.ount 1.1 tted
CAROLINE
CLERK OF
ORP' ",,'r> (V"\I tRT
l'l}--"I\ .::: \.j\'j,)
JAMES ~UiOiJE" Di\
4700 E RENO AVE
OKLAHOMA CITY OK 73117
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To In...... _r credit to your _count. ....it the _r portion of this 10,.. with your tax _to
CUT ALONG THIS LINE ~ RETAXN LOWER PORTION FOR YOUR RECORDS ~
...........................................~..~.,~.............................................................
REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF NOLEN CAROLINE FILE NO.21 04-0571 ACN 101 DATE 06-27-2005
THIS STATEIlENT IS PROVIDED TO ADVISE Of THE CUIUlENT STATUS Of THE STATED ACN IN THE NAIlED ESTATE. SIIlIlIII BELOlI
IS A SUIlIIAIY OF THE PlDlCIPAL TAX DUE. APPUCATIlIN OF ALL PAYIlEHTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PIlO.IECTED INTEREST FIIUIlE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-16-2005
PRINCIPAL TAX DUE: 111.965.85
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-10-2004 CD004365 5.598.29 110.000.00
06-09-2005 REFUND .00 3.632.44-
TOTAL TAX CREDIT 111.965.85
BALANCE OF TAX DUE .00
INTEREST AND PIN. .00
. IF PAID AFTEI THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATIlIN OF ADDITIlINAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1.
NO PAYltENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR).
YOU "lY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR IHSTRUCTIONS. )
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
OTTO IVO VICTOR III
10 E HIGH STREET
CARLISLE, PA 17013
RE: Estate of NOLEN CAROLINE
File Number: 2004-00571
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/11/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register at Wl.l.lS
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
NOLEN JAMES H
4121 ANGELA CIRCLE
DEL CITY, OK 73115
RE: Estate of NOLEN CAROLINE
File Number: 2004-00571
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/11/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
-'
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Name of Decedent:
Date of Death:
File No. :
Social Security No. :
;
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
CAROLINE NOLEN
June 11,2004
21-04-00571
202-20-0251
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 thefollowing:
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 No x
Executor and spouse were sole residuary beneficiaries and no accounting was
necessary.
d.
Date: May 3,2006
FIFlLESIDATAFlLEIESTATESI7927.I.srep
Copies of receipts, releases, joinders and approvals offormal or informal accounts
may be filed with the Cler~ t~e ?r s' Court and may be attached to this report.
Signature: VJ
Name: Ivo V. Otto III, Esquire
Address: MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341 _.. ,
Counsel for personal repre~entative
01 :(;
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