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Home My WebLink About02-0696 ,JI Register of wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Margaret T. Updegraff No. ~/-o~ '"" ,c. Also known as MarQaret T. Kramer Deceased Social Security No. 207-09-0032 Petitioner(s), who is/are 18 pears or age or Older, apply (ies) for: (Complete" An or " B " BELOW:) [8J A. Probate and Grant of letters and aver that Petitioner(s) is/are the executor Decedent, dated C--, '/-- q 7 and codicil(s) dated Names in the Last Will of the , State Relevant circumstances. e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: o B. Grant of Letters of Administration (c.l.a_. d_b_n_c_La.: pendente lite; durante absentia: durante mlnorltate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Allach additional sheets If necessary. Decendent was domiciled at death in Cumberland ReSi~dence at 5.29 Hummel Avenue, Lemo ne, PA 17043 (list street, number and municipality) Deced n , then' ~ years of age, died May 27 ,2002 ,at Camp Hill, PA Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property.. ....... .......................................$ &'5,,00 (If not domiciled in PA) Personal property in Pennsylvania. ..........................$ (If not domiciled in PAl Persona! property in County ......................... ......................$ Value of real estate in Pennsylvania ..$ Total .......................................................................................$ Real Estate situated as follows: 529 Hummel Avenue, Lemovne, PA 17043 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil{s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: 154,000 82&'i 700 . SI nature :".L T l-E.,Iv.. . I "10 4:3 RW - 7 /7-/9-(, ..I Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland Sworn to and affirmed and subscribed before me this 5th day of August 20 02 Karl Friederich Updegraff 9'hhl (l/i{.u;';/"ViIf'f) Mary c~ _~s . -t? DECREE OF REGISTER The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. k)rM~d~~ Estate of Margaret T. Updegraff also known as Margaret T. Kramer Social Security No: 207-09-0032 Deceased No. 21-2002-0696 Date of Death: May 27, 2002 AND NOW, AlIgJl"t lith ,2d)2 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 of Administration (c,l.a.; d.b.n.c.t.: pendente lite. durante absentia, durante minorltate) are hereby granted to Karl Friederich Updegraff In the above estate and that the instruments(s), if any, dated Septanber__'1.L 1977 described in the Petition be admitted to probate and filed of record as the last WHI of Decedent. FEES Letters .......................... $ 480.00 Short Certificate(s) .5.0.... $ 150.00 Renunciation ................. $ Affidavit ( )............. $ Extra Pages ( 1 )....... $ 3.00 Codicii .......................... $ JCP Fee.. ..................... $ 5.00 Inventory & Tax forms.... $ Attorney: Loudon L. Campbell, Esq. I.D. No: 19250 Other. .......................... $ Address: 213 Market Street, 8th Floor Harrisburg, PA 17101 TOTAL ............... $ 638.00 Telephone: 717-237-6028 DATE FILED: August 6 th, 2002 RW - 7a MAILED LE'ITERS 'ill ATI'ORNEY ON 8-6-2002 IN WITNESS WHEREOF, I, MARGARET T. UPDEGRAFF, the above-named ~'J / t-I! this ~t? day of September, 1977. Testatrix, 1East i1Iill aub Wtstanttut OF .;J../-()d ~69' MARGARET T. UPDEGRAFF I, MARGARET T. UPDEGRAFF, of 529 Hummel Avenue, Borough of Lemoyne, Cumberland County, Commonwealth of Pennsylvania, declare this to be my Last Will and hereby revoke any and all Wills and Codicils previously made by me. ITEM I. I order and direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my demise. ITEM II. I give, devise and bequeath the rest, residue and remainder of my entire estate of every nature and wherever situate, to my son, KARL FRIEDERICH UPDEGRAFF. ITEM III. I hereby name, constitute and~point my son, KARL FRIEDERICH UPDEGRAFF, Executor of this my Last Will. ITEM IV. I direct that my Executor or his successors shall not be required to give bond for the faithful performance of his duties in any jurisdiction. have hereunto set my hand The preceding instrument, consisting of this typewritten page, was on the date thereof signed, published and declared by MARGARET T. UPDEGRAFF, the Testatrix therein named, as and for her Last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. A"...-a"",J!.-{k~ ell ti!l.-e-Vl.__- .t'cJ~e('7f ~ (fJ/l~ . . COMMONWEALTH OF PENNSYLVANIA COUNTY OF !l~1tJJeLll/..~ SS We, MARGARET T. UPDEGRAFF, 4J -0 ~ ~ ~L-l\ t"l1e.-t4...- and~ /i77utLF-. - af!e,~_ 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 she had signed willingly, and that she 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 witness and that to the best of her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. M /V'> /> J2~ Witness ~nn~u/ ~ tf){Zc&~ ltness Subscribed, sworn to and acknowledged before me~y RGARET T~. DEGRAFF, the atrix and subsc ibed and sworn to before me by A_'-d. LJ _leu and /)/ ? tI. witnesses, this ~ t day of September, 1977. Jl;{O~d~~. x:t\1Lf4~ NOTARY PUBLic I ~S."HRtSTlIIf..lr,I&/lIU . c NOTARY I'IllIUl:" UIIOY1lE BOliO, CUMBERIAHO~ IIY _IlIISS,OJI UPIIllS NQ't. 7. ... ~ ~ >-l >-l ,Sl. 1:',' ,.' ',' 'iii Cl '" G'> ~ ..; r.~ ~ ~' , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA INRE: ) ESTATE OF MARGARETT. UPDEGRAFF, ) Deceased ) ORPHANS' COURT DIVISION No. 2002-00696 Date of death: Mav 27. 2002 CERTIFICATION OF NOTICE UNDER RULE S.6(a) To the Register, I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 12, 2002: (attach additional sheets, if necessary) Name Address Karl Friederich Uodegraff 529 Hummel Avenue. Lemovne. PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: ! 1;I,2/e,: I (Signature) ;/ \..;/ .-/" . /' ,?-<...jt-r". t~ - ( t'i.c,1. {c,'/ ! ' Loudon L. Camobell. Esauire Name Address 213 Market Street. 8th Floor Harrisburg. PA 17101 Telephone (717) 237-6093 Capacity : o Personal Representative X Counsel for Personal Representative {L0257643.l} \ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ) ESTATE OF MARGARET T. UPDEGRAFF, ) Deceased ) ORPHANS' COURT DIVISION No. 2002-00696 Date of death: Mav 27. 2002 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) To the Register, I certify that notice of beneficial interest required by Rule 5. 6(a) of the Orphans Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 12, 2002: (attach additional sheets, ifnecessary) Name Address Karl Friederich Upde~raff 529 Hummel Avenue. Lemovne. PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: //!12/C~ I (Signature) \~.-/..,..;.-., ' , ./ ~<<J.t-r. (. - ( .(;.."A C?t/ ! ' Loudon L. CamobelL ESQuire Name / './ Address 213 Market Street. 8th Floor Harrisbur~. PA 17101 Telephone (717) 237-6093 Capacity : o Personal Representative X Counsel for Personal Representative {Ul257643.1} REV,'SOOEX(6.oo1 /1- 71-fo REV-1500 '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W (,) W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) uPDe6ll<:A~ W1~j2.C-r -r: i/ C/' FILE NUMBER t2L-~~ COUNTY CODE YEAR CltL-' 7' G NUMBER DATE OF DEATH (MM-DD-YEAR) 0'3- '2.7-02. DATE OF BIRTH (MM-DD.YEAR) OZ - 2-a - I tI 08 SOCIAL SECURITY NUMBER 1.0, - o~ - Cl:?3Z- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death IlrkJrto 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Mach Sch 0) (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w ,., ::ll::$U) 0""" wo.o ,,00 0"'''' 0.10 ~ IXJ 1. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Attach COj.Iy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale ofdeall1 after 12-12.82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrustl o 10. Spousal Poverty Credit (daleofdeathbelween 12-31.91 and 1-1-95) ,., z w C z ~ .. w '" ~ TELEPHONE NUMllER o !-t:Me: (n-7"lS;~17c.. WOlZI<: 717-70-71...11 z o ~ ::I I- D- el: (,) w 0::: 1. Real Estate (Schedule A) 2. Slocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule Dj 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (ScI1edule G or L) (1) 157,~ . 00 (2) ~4-~,?Bo , t14 . ~/A (3) (4) N)A (5) +~I, n . , (6) I 3z; , 4b4-. ~4 J (7) "-1/ A . (8) (9) 1'2-} b:=74-,? 2- (10) 33, 9;/Q. /5 , 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 (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !:;c I-' ::I D- ::E o (,) g 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) ____........__~__..___.___ x .0 ._._...... (15) Bcl~,~~L~__ x .04-7 (16) 16, Amount of Line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due 20.~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT '14'2...) .q lb. 76 (11) (12) (13) 4&,405.4-7 B4~,4b~. Z'?J 0.00 6~, 403.20 (14) 40,340.85 (17) (19) ~} ?4-e. g7' Decedent's Complete Address: STREET ADDRESS 52-0 HU"A,MCL A\J1;;.jUUG CITY LE:Nl\c)'\{ ~ I STATE PA I ZIP 1704:3 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) ~ ~O. 00 ~ 1.04 4oJ~~ Total Credits (A+ 8 + C) (2) 31, q 1(.04- / 3. InteresUPenally if applicable D.lnterest E. Penally TotallnteresUPenally ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 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) (5A) (58) /)>=j7h. 1'1 . A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 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: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; ..... C. retain a reversionary interest; or. .................. ................... ......................... d. receive the promise for life of either payments, benefits or care? ...... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ......... ................. ................ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .. .............. .......................... ................... Yes uu .........0 o ........0 ..........0 ....0 .........0 No ~ J2g ~ ~ uO 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 pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Dedaratlon of preparer other than the personal representative is based on all information of which preparer has any knowledge. 1)~OF P~;~~~ ~.f;?.,.,M ______ ___ __ ADDRESS =-~-~~~ _ _2___J2t2V0t0Sl,.j I ~_ __~ UIl , 11L~h-! \~t3_Ll~'J_1't\_ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE / DATE DATE... '7 i 0"'" '- - t.-r.o - :> ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a sUlViving 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. 99116(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) [72 P.S. s9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-9. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Mt1IL,0A~T T Ll Pce.Gi 12AFf- FILE NUMBER All real property owned solely or as a tenant In common must be reported at fair market value. Fair markel value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled 10 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 NUMBER ,. VALUE AT DATE DESCRIPTION OF DEATH 100;;6 A6I?VhI!IJ VAuJE: (F LAl--JD AtJD IM~- \ 5/) ~O M0.r\S OF DT8ce-Ce,J7, A-'- 5"2.'4 [...\uM-Ml2SL Ave", ~'-(tJt;;) pA 1"1043 COMi\AOt-J l...J9j~L ~.,A1lO FIlLlVr<...:::::.. 1.00 TOTAL (Also enter on line 1, Recapitulation) $ ! St, &60 (If more space is needed, insert additional sheets of the same size) REV-1503 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENr ESTATE OF ITEM NUMBER 1. SCHEDULE B STOCKS & BONDS MAi2bAl2Ci I. UP DE:6r1ZA F~ FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION J7A'TE OF De-ATl-l \VA? MGMoI2IA l.. DAI..( ~OA'-f; 51'2-"1/02-! --rtJE.JzCfCJ[?:e ,ME- I ~oTAL- VAwt ON FtZlDA~ 5/v4-/0t.- ,AND "'T'1-4C:. ,v"AL VAWE- ON ~'-( 5/1--'8/cn..) "ve-ee ~D "",\0 c...c;..A- ) pure ~ ~TO-o1L VALUE. ~v~14l IS W'E- 1\ \.Jrsv2./J6f:::: oF=' ~ OSe:;; 71oC-ll.. Mt1~ O~TlA)6, oA'6.. .F2-epee... "1'0 AT\1l41€:.P 6~LLCOW,.l OF- ?~r.;, jJIJD A~?IAy-8D VIlW67. VALUE AT DATE OF DEATH TOTAL (Also enter on line 2, Recapitulation) $ 646 ? 30, % (If more space is needed, insert additional sheets of the same size) E uit Agere Agere Ameren Corp. American Water Works American Express Stock Fd Aquila Avaya Inc. AT&T Sell South Conectiv Delphi Corp. Dominion Resources DQE Inc. DTE Energy Co. EDS EI Paso Energy Entergy Corp. First Energy Corp. Ford Motor Co. General Motors I:lershey Foods General Motors Hughes Imperial Ind. Inc. lucent NCR Corp. Northeast Utilities Pactiv Corp. PP&l Prudential National Muni CI A Ratheon Co. SSC Communications Inc. Sempra Energy Tenneco Automotive Inc. U.S. West Verizon Visteon Corp. Vodafone Total: i------ 5 mbol AGR'A AGR'S AEE AWK IDSYX -rllA AV T SlS CIV DPH [gQE ,DTE EDS EPN ETR FE F GM jHSY 'GMH IPII lU INCR , NU PTV PPl ' I PRNMX RTN SSC SRE ,TEN Q VZ VC IVOD May 24, 2002: tif-h' Low Mean ,# of shares owned Current Value 3.6 3.44' 3.52 6 21.12 14. J;:~il :~3~11' :r~--_~~H-_m 2~::;:~~ L 1~54; ~::~~ ~~:~~l- n_-174\~~~--~__ ;~:~~~]~ 6.98 6.751 6.86, 54 370.44 13.05, 12.79 12.92,_ .750'. mJl,f)90.00 33.7 32.1 . 32.9j 112.01'__.lf),848.00. 24.!f 24.76' 24:83' 1200 29,796.00 --- -- 16. 71 16.5~' 16.6' 6~~_ . 11 ,5~6.80 66.44 65.42.. 6.5.93. 39!l._ _ 26,306.07 18.55 18.22 18.38 1.El. m50 .. 30,327.0() 47.28 46.2 46.74 200 9,348.00 -.----.. -- 54.04 53.27 53.65 120 6,438.00 _H___ _ _ ___ 34.95 34.261 34.6 m3.?_ 1, 1_OZ.:.?0 46.22 45.4..4 45.831.6] _'7,653~61 !i!: !H~ !;.~r-t~!ltH~~.!i 67.991 66..95.['. 67.47 200 13,494.00 14.28 14 14.141 30 424.20 0.25 0.25 0.25 600'1 - -150.00 3.9221' 3.767 3.844.6j82,4}l(j.91 37.11 36:761 36.93 31, 1,144.83 20.56 20.1 20.33 2332 47,409.56 22.85 22.3i 22.58 180' 4--06440 ~~:j~i ~;:~~ 1;63~ 1201.:~f~~:~~.~~ 43.98 42.34' 43.16' _ _ 8dl :3,452.80. 36.25 35.02 35.63 1345 47,922.35 - ------ ------ 25.5, 24.89 25.19 200 _m 5,038,00 5.94 5.64 5.79 180 1,042.20 -- --------- 5.3 5 5.15 164 844.60 44.43 43.48 43.95 564 24,787.80 16.11 15.9, 16' 529 8,464.00. 16.6 16.21.. 16.4 80 1,312.00 647,936.13 E uit AgerEl_ Agere Ameren Cor!>. _ American Water Works 'American Express Stock Fd Aquiia Avaya Inc. AT&T Bell South Conectiv - --------- Q{!IphJCorp. Dominion Resources DOE Inc. DTE EnergyCo. EDS EI Paso Energy Entergy Corp. First Energy Corp. Ford Motor Co. General Motors HershEl'iF'oods General Motors Hughes Imperial Ind. Inc. Lucent NCR Corp. Northeast Utilities Pactiv Corp. PP&L Prudential National Muni CI A Ratheon Co. ---------- SBC Communications Inc. Sernprai::nergy _n Tenneco Automotive Inc. U.S. West Verizon Visteon Corp. Vodafone Total: S mbol AGR'A IAGR'B ,AEE IAWK I DSYX IILA AV IT BLS [CIV rDPH D I~~ EDS IEPN ETR FE I~M HSY GMH j~JI NCR NU PTV PPL PRNMX RTN ,SBC SRE TEN o yz VC VOD J May 28, 2002: Hi h Low Mean H11335~1 ;::;[ 44.91 44.35 44.63 43.361' 43:2(j 1 43.31 18.28 18.28 18.28[ 15.4 14.651 15.02 6.761' 6.35 6.55 12.81, 12.3 12.551 2~~~1' ;;:;;1 ;;:~~ 16.49 16.13, 16.311 66.49 65.841 66.16 18.22 17.2 17.71 _ 46.961 46.4 46.681' 54.26, 53.66 53.96 34.71, 34.181 34.44 46.47 45.9 46.18 34.67, 34.27'._34.47 1~f}-K;;1 ~H~ 67.09j66.4 ___ 66.741 o~~~ ~32~~_~32;;i ;79~~1 ;;'J}- ;68~~1 20.64 20.06 20.35 23 22.51 22.75 36.81 36.07 36.44 15.39 15.39 15.39 43.32 42.7 43.01 35.5' 34.75 35.12i 25.6 25.16 25.38 5.89 5.68 5.785 5.3 5.03 5.165 44.731 43.89 44.31 , , 16.12 15.87 15.99' 15.67 14.95 15.31 # of shares owned Current Value 6 21.78 171 619.02 5001 22,31S,(J0 200_8,662.00 1741.6541' 31,837.43 1862 27,967.24 54 353.70 1 ~;~I 3~:~~~:~~ 1200 29,772.00 J!!l lH~H~ 200: 9,336.00 1261_ 6,475.20 32 1,102.08 167 7,712.89 11621 _ 39, 70~44 __40481 _ ___7'1,872.2~ u 1()00 '6~175.00 ~m-~ 13'1I[l~ 600, 153.00 648 2,520.07 311 1,138.16 2332, 47,456.20 180 4,095.90 800 29,152.00 1201.613 18,492.82 80 3,440.80 1345 47,243.12 200 5,076.00 - ____ _____u_ 180, 1,041.30 - ---.., - ------ 164 847.06 564 24,990.84 529 8,461.35 , 80 1,224.80 644,825.75 REV.'SOB EX+ (6-9B) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION l. M1Yf"-UAN[::Ou-:;' OLD C-Lo-r~.H~ 2-. f'\AlSc...E::LLAI'JEDLAS \voi2JJ f4le.A.1I"1U~ :? MlS(HL.il~8e::LlS V'L-D ~1vlE-~- ~ + , c.k?{,.\ VALUE AT DATE OF DEATH 0.00 \75,00 'L.Z-5, 00 ~L 17 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) -4-2'-1 . 11 REV-1509 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF "1\,Al2&~\ .,-. U~RAFP FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G, SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. IZ. f'lZlE..DE1ULl-\ Uf"~-.AA1=f' ~ ~ tee 5<W.4f!e: ~.AAJ.l'-~6uj26., fA 110?0 ~o~ B. C. JOINTLY.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE Of NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DeeD FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 6/70 WAVPOII>J-T ~"- -SA'i~"-h~ A.c.. 7b)~OB.Y'1 50 3~, 254-.1- Co.J 1--l'i \ 14-3'5"W'l--n.. '2. , A. 3/tl'1 wA'-{POLt..J, BA l-i lL cee:rL F I.CA -re.. ( 16)4>?LO"? 9J 56):2;2.5.5 of Q;R05\-r ~D, bOOOOIOOqh ?, A. q/~q wA'<PO I..... BAN.~ LS~c.A Ie B::l~3/n "70 4-0) 331 . tj 01= pePO?l'- NO. IOOOOIZ.0~ 4-. A. tJl7f3 f"1~' L!,UI oN ~&. At.- 7, sot;, 84- 150 I; ,,~z..?( C-Ou^-kT I o~ (4-+0-v7CJG, TOTAL (Also enter on line 6, Recapitulation) $ 1:7'0 4-W~. t.4- o 3- '1 1.. (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG1 PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 02-0696 ACN 02139014 DATE 09-10-2002 REY-lS~5 EX AFP U9-IO) EST. OF MARGARET UPDEGRAFF 5.5. NO. 207-09-0032 DATE OF DEATH 05-27-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT IX] SAVINGS o CHECKING o TRUST o CERTIF. K F UPDEGRAFF 529 HUMMEL AVE LEMOYNE PA 17043 RENIT PAYNENT AND FORNS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAYPOINT BANK has provided the Departllent with the inforllation listed below which has been used in calculating tha potantial tax due. Their records indicate that at the death of the above decedent# you were a joint owner/beneficiary of this account. If you feel this information is incorrect# please obtain writtan correction froll the financial institution# attach a copy to this form and return it to tha above address. This account is taxable in accordance with tha Inheritance Tax laws of the COllllonwealth of Pennsylvania. Questions gay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW Account No. 114356972 .. .. .. SEE Date Established REVERSE SIDE FOR 07-07-1976 FILING AND PAYMENT INSTRUCTIONS Account Balance 76,,508.39 P....c.nt Taxable X 50.000 Allount Subjeci to Tax 38,,254.20 Tax Rate X .15 Poieniial Tax Due 5" 738 .13 PART TAXPAYER RESPONSE [!]1!1I~i~~.ili!~~i!._!i!!n~~!j!jl_~!i!!!~li!!!~I!!lj.~~~g!i!i!~~I!!!!~M..1!f:!!!!..!I!i.!!li.~liii!.~.l To insure proper credit to your account# two (2) copies of this notice must accollpany your paYllent to the Register of Wills. Make chack payable to: "Resistar of Wills# Agentn. NOTE: If tax paYllents are lIade within three (3) lIonths of the decedent's date of death# YOU lIay deduct a 5% discount of the tax due. Any inharitance tax due will become delinquent nine (9) months after the date of death. [CHECK ] ONE BLOCK ONLY A. 0 The above information and tax due is correct. I. You lIay choose to remit payment to the Registar of Wills with two copies of this notice to obtain a discount or avoid interest# or you lIay chack box "An and return this notice to the Register of Wills and an official assess.ant will be issued by tha PA Dapart.ant of Revenue. B. ~ The above asset has baen or will be reportad and tax paid with the Pennsylvania Inheritanca Tax return to be filed by the decedent's repraSBntative. c. 0 Tha above information is incorrect and/or dabts and deductions ware paid by you. You must complete PART ~ and/or PART ~ below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different iax rate" please state your relationship to decedant: PART [!] TAX RETURN - COMPUTATION OF LINE 1. Date Established I 2. Accouni Balance 2 3. Percent Taxable 3 4. Allount Subject to Tax 4 S. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Raie 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS x x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax COIIPutation) Under penalties of perjury I I declare that the facts I to the best of IIY knowledge and belief. I $ and T 07 GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on inforllation sub.itted by the financial institution. Z. Inheritance tax bacomes delinquent nIne Months after the decedent's date of death. 3. A joint account is taxable even though the decedent"s name was added as a matter of convenience. 4. Accounts (including those held between husband and wife) which the decedent put in joint na.es within one year prior to death are fully taxable as transfers. 5. Accounts established jointly batw88n husband and wife lIors than one year prior to death are not taxable. 6. Accounts held by a decedent "in trust forR another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the infor.ation and co.putation in the notice are correct and deductions are not being cleimed~ place an nxn in black nAn of Part 1 of the nTaxpayer Responsen section. Sign two copies and submit theM with your check for the ~ount of tax to the Register of Wills of the county indicated. The PA DepartMent of Revenue will issue an official asseSSMent (Farm REV-1548 EX) upon receipt of the return from the Register of wills. 2. BLOCK B - If the asset specified an this notice has been or will be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative~ place an nx" in black nBn of Part 1 of the nTaxpayer Responsen section. Sign one copy and return to the PA Department of Revenue~ Bureau of Individual Taxes~ Dept 280601~ Harrisburg~ PA 17128-0601 in the envelope provided. 3. BLOCK C _ If the notice infortlatlon is incorrect andlor deductions are being claiMed~ check black nc" and complete Parts 2 and 3 according to the instructions below. Sign two caples and subMit them with your check far the aMount of tax payable to the Register of Wills of the county indicated. The PA DepartMent of Revenue will issue an officiel assessment (Farm REV-1548 EX) upon receipt of the return frOM the Register of Wills. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter NOTE: the date the account originallY was established or titled in the manner existing at date of death. Far a decedent dying after 12/12/82: Accounts which the decedent put in joint naMes within one (1) year of death are taxable fully as transfers. However~ there is an exclusion not to exceed $3~000 per transferee regardless of the value of the account or the nu.ber of accounts held. If a double asterisk (MM) appears before your first name in the address portion of this notice~ the $3~000 exclusion already has been deducted from the account balance as reported by the financial institution. 2. Enter the total balance of the account including interest accrued to the date of death. 3. The percent of the account that is taxable far each survivor is determined as fallows: A. The percent taxablB far joint assets established mare than one year prior to the decedent"s death: 1 DIVIDED BY TOTAL NUMBER OF JOINT OWNERS Example: A joint asset registered DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE SURVIVING JOINT OWNERS in the name of the decedent and two ather persons. 1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) ; .167 X 100 16.77. (TAXABLE FOR EACH SURVIVOR) B. The percent taxable far assets created wIthin one year of the decedent's death or accounts awned by the decedent but held in trust far another individual(s) (trust beneficiaries): I DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT OWNERS DR TRUST BENEFICIARIES X 100 PERCENT TAXABLE ExaMple: Joint account registered the decedent. 1 DIVIDED BY 2 (SURVIVORS) ~ .50 in the naMe of the decedent and two ather persons and established within one year of death by X 100 50Z (TAXABLE FOR EACH SURVIVOR) 4. The amount subject to tax (line 4) is determined by .ultiplying the account balance (line 2) by the percent taxable (line 3). 5. Enter the total of the debts and decluctlons listed in Part 3. 6. The amount taxable (line 6) is deter.ined by subtracting the debts and deductions (line 5) from the amount subject to tax (line 4). 7. Enter the appropriate tax rate Uine 7) as determined below. death to or far the use of a natural parent~ an adaptive parent~ or a stepparent of the child is 07.. The lineal class of heirs includes grandparents~ parents~ children~ and lineal descendents. nChildren" includes natural children whether or not they have been adapted by others~ adapted children and step children. "Lineal descendents" includes all children of the natural parents and their descendents~ whether or not thBY have been adopted by others~ adopted descendents and their descendants and step-descendants. "Siblings" are defined as individuals who have at least one parent in CON.on with the decBdent~ whether by blood o~ adoption. The "Collateral" class of heirs includes all ather beneficiaries. Oat. of D..th Spouse Lineal Sibling Collateral 07/01/94 to 12131/94 3Y. 6Y. lSY. lSY. 01/01/9S to 06/30/00 0% 6Y. lSY. lSY. 07/01100 to pr.sent OY. 4.5%- 12Y. lSY. MThe tax rate 1.posed on 'the net value of 'transfers f'rom a deceased Chl1d twenty-one years of' agB or y ounger at CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions are determined as follows: A. You legally are responsible for pay.ent~ or the estate subject to administration by a personal representative is insufficient to pay the deductible items. B. You actually paid the debts after death of the decedent and can furnish proof of payment. C. Debts being clei.ed must be itemized fully in Part 3. If additional space is needed~ use plain paper 8 Ill" x II". Proof of payment May be requested by the PA Depa~tment of Revenue. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 02-0696 ACN 02139015 DATE 09-10-2002 IEW-15~5 EX AFP [D9-DUl EST. OF MARGARET UPDEGRAFF S.S. NO. 207-09-0032 DATE OF DEATH 05-27-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST IX] CERTIF. K F UPDEGRAFF 529 HUMMEL AVE LEMOYNE PA 17043 REHIT PAYHENT AND FDRHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAYPOINT BANK has providad the Departllent with the infonlstion lishd below which has bagn used in calculeting the potential tax due. Their records indicate that at tha death of tha above decadent, you were a joint owner/beneficiary of this account. If YOU feel this infor.ation is Incorrect, please obtain written correction froll the financial institution, attach a copy to this fOrll and return it to tha above address. This account Is taxable in accordanca with the Inheritance Tax Laws of the Comllonwealth of Pennsylvania. Questions IIBY be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW Account No. 6000010096 Account Balance Percent Taxable Amount Subject to Tax T8x Rate Potential Tax Due . . . SEE REVERSE SIDE FOR Oat. 03-11-1999 Established 116,451. 05 X 50.000 58,225.53 X .15 8,733.83 FILING AND PAYMENT INSTRUCTIONS To insure proper credit to your account, two (2) copies of this notlca must accompany your paYllent to the Register of Wills. Make chack payable to: "Register of WillS, Agant". NOTE: If tax paYllents are lIade within three (3) 1I0nths of the decadent's date of death, YOU may deduct a 5~ discount of the tax due. Any Inheritance tax due will bacome delinquent nine (9) 1I0nths aftar the data of death. PART TAXPAYER RESPONSE [!]1I~~~~.!:!i.ilii_iiil~~~~II!I!_~!i!ii~~i!ii.iii!.I~~~iji!i~_i!I!~~._i!i!_lliii~~lii!m~~iiii.~~ll A. 0 The above Inforllation and tax due is correct. 1. You lIay choose to r~it payment to the Registar of Wills with two copias of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assassllent will ba issued by the PA Departllent of Revanue. B. ~ The above asset has baen or will be raported and tax paid with the Pennsylvania Inharitanca Tax return to be filed by the decedent"s rapresentative. C. 0 The above inforllation is incorrect and/or debts and daductions were paid by you. You must complete PART ~ and/or PART ~ below. [CHECK ] ONE BLOCK ONLY PART I!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate} please state your relatlonship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Establlshed 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 4 S 6 7 8 X X PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Co~ut.tlon) I $ perjury} I declare that the facts I have reported above are true, correct and .y knowledge and belief. 1- C?3 A GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on inforBlation sub.itted by the financial institution. Z. Inheritance tax beco.es delinquent nine .onths after the decedent's date of death. 3. A joint account is taxable Bven though the decedent"s name was added as a matter of convenience. 4. Accounts (including those held between husband and wife) which the dacedent put in joint na.es within one year prior to death are fully taxable as transfers. 5. Accounts established jointly between husband and wifs more than onB year prior to death are not taxable. 6. Accounts held by a decedent "in trust forn another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed~ place an "X" in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and sub.it them with your check for the a.ount of tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assess.ent CFor. REV-1548 EX} upon receipt of the return fro. the Register of Wills. Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania InheritancB Tax Return filed by the decedent's representative~ place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one copy and return to the PA Department of Revenue~ Bureau of Individual Taxes~ Dept Z80601~ Harrisburg~ PA 17128-0601 in the envelope provided. 3. BLOCK C - If the notice infor.ation is incorrect and/or deductions are being claimed~ check block "C" and co.plete Parts Z and 3 according to the instructions below. Sign two copies and submit the. with your check for the amount of tax payable to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receipt of the return from the Register of Wills. TAX RETURN - PART z - TAX COMPUTATION LINE 1. Enter NOTE: the date the account originallY was established or titled in the.anner existing at date of death. For a decedent dying after lZ/1Z/8Z: Accounts which the decedent put in joint names within one (1) year of death are taxable fully as transfers. However~ there is an exclusion not to exceed $3~OOO per transferee regardless of the value of the account or the number of accounts held. If a double asterisk (MM) appears before your first name in the address portion of this notice~ the $3~ODO exclusion already has been deducted fro. the account balance as reported by the financial institution. Z. Enter the total balance of the account inCluding interest accrued to the date of death. 3. The percent of the account that is taxable for each survivor is determined as follows: A. The percent taxable for joint assets established More than one year prior to the decedent's death: 1 DIVIDED BY TOTAL NUMBER OF JOINT OWNERS Example: A joint asset registered DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE SURVIVING JOINT OWNERS in the na.e of th~ decedent and two other persons. 1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) - .167 X 100 16.7~ CTAXABLE FOR EACH SURVIVOR} B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held in trust for another individualCs} Ctrust beneficiaries): 1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES X 100 PERCENT TAXABLE Example: Joint account registered in the na.e of the decedent and two other persons and established within one year of death by the decedent. I DIVIDED BY 2 CSURVIVORS} = .50 X 100 SOX (TAXABLE FOR EACH SURVIVOR) 4. The adount subject to tax (line 4) is determined by mUltiplying the account balance Cline Z} by the percent taxable Cline 3}. 5. Enter the total of the debts and deductions listed in Part 3. 6. The aMount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount SUbject to tax Cline 4}. 7. Enter the appropriate tax rate Cline 7} as deter.ined below. Date of Death Spouse Lineal Sibling Collateral 07101/94 to 12131/94 3X 6X IS% 15X 01101/95 to 06130/00 OX 6% 15X 15X 07101100 to present OX 4.S%- 12Y. 15X MThe tax rate imposed on the ne't value of transfers from a deceased Ch11d ~wenty-one years of age or y ounger at death to or for the use of a natural parent~ an adoptive parent~ or a stepparent of the child is O~. The lineal class of heirs includes grandparents~ parents~ children~ and lineal descendents. "Children" includes natural children whether or not they have been adopted by others~ adopted children and step children. "lineal descendents" includes all children of the natural parents and their descendents~ whether or not they have been adopted by others~ adopted descendents and their descendants and step-descendants. "Siblings" are defined as individuals who have at least one parent in comMon with the decedent~ whether by blood or adoption. The "Collateral" class of heirs includes all other beneficiaries. CLAIMED DEDUCTIONS PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions are determined as follows: A. You legally are responsible for pBy.ent~ or the estate subject to adMinistration by a personal representative is insufficient to pay the deductible items. B. You actually paid the debts after death of the decedent and can furnish proof of pay.ent. C. Debts being clailled must be itemized fully in Part 3. If additional space is needed~ use plain paper 8 1/Z" x 11". Proof of payment may be requested by the PA Depart.ent of Revenue. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 02-0696 ACN 02139013 DATE 09-10-2002 REY-154!EX AFP U9-Ul EST. OF MARGARET UPDEGRAFF S.S. NO. 207-09-0032 DATE OF DEATH 05-27-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST IX] CERTIF. K F UPDEGRAFF 529 HUMMEL AVE LEMOYNE PA 17043 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NAYPOINT BANK has provided the Deparbent with the inforntion listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent~ YOU were a joint owner/beneficiary of this account. If you feel this information is incorrect~ please obtain written correction froll the financial institution~ attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Questions lIay be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW Account No. 1000012850 . . . SEE REVERSE SIDE FOR Data 09-16-1999 Established FILING AND PAYMENT INSTRUCTIONS Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due 80,663.97 X 50.000 40,331.99 X .15 6,049.80 To insure proper credit to your account~ two (2) copies of this notice lIust accollpany your paYllent to the Register of Wills. Make check payable to: "Register of Wills~ Agent". NOTE: If tax payments are made within three (3) 1I0nths of the decedent"s date of death~ you .ay deduct a 5X discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE [!]Ii!i!li~~~~.lill.!l!!_.ii!ll~~~!l!l!.~~!i!i!~~l!!!g!!!I.~~!~.i!i!!~.I!!!I~._!!!I.gllll.!!!!.~~!!i!.~~!il!iI A. 0 The above inforllation and tax due is correct. 1. You lIay choose to re.it paYllent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest~ or you .ay check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. ~The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ~to be filed by the decedent's representative. C. 0 The above infor.ation is incorrect and/or debts and deductions were paid by you. You lIust complete PART ~ and/or PART ~ below. [CHECK ] ONE BLOCK ONLY PART @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rat. I please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Oat. Established 2. Account Balance 3, Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 ~ 5 6 7 8 X TAX ON JOINT/TRUST ACCOUNTS X PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line S of Tax Computation) I $ ~nder penalties of comp te to the best of ~ TAXP R SI ATURE e that the facts I have reported above are true, correct and belief. If" GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest basad on infer_ation submitted by the financial institution. Z. Inheritance tax becomes delinquent nine months after tha decedent's date of death. 3. A joint account is taxable even though the decedent's na.e was added as a .atter of convenience. 4. Accounts (inCluding those hsld between husband and wife) which the decedent put in joint na.as within one year prior to death are fully taxable as transfers. 5. Accounts established jointlY between husband and wife .ore than ana year prior to death are not taxable. 6. Accounts held by a decedent "in trust for" another or others ara taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the infer_at ion and cONPutatlon in the notice are correct end deductions are not being claimed~ place an "X" in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and SUbNit them with your check for the aNount of tax to the Register of Wills of the county indicated. The PA DepartNent of Revenue will issue an official assessNent (Form REV-lS48 EX) upon receipt of the return fro_ the Register of Wills. 2. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative~ place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one COpy and return to the PA Depart.ent of Revenue~ Bureau of Individual Taxes~ Dept 280601~ Harrisburg, PA 17128-0601 in the envelope provided. 3. BLOCK C - If the notice inforlllation is incorrect andlor daductions are baing claiNed~ chack block "C" and co.pletlil Parts 2 and 3 according to the instructIons below. SIgn two copies and submit tham with your check for the amount of tax payable to the Registar of Wills of the county indicated. The PA Departmant of Revenue will issue an official Rssessmant (Form REV-1548 EX) upon recaipt of the return from the Register of Wills. TAX RETURN - PART 2 - TAX COMPUTATION lINE 1. Enter NOTE: the date the account originally was established or titled in the .anner existing at date of death. For a decedent dying after 12/1Zl82: Accounts which the decedent put in joint names within one (1) year of taxable fully as transfers. However~ there is an exclusion not to exceed $3~000 per transferee ragardless tha account or the number of accounts hald. death are of the value of If a double asterisk (MM) appears before your first naNe in the address portion of thls notice, the $3~000 exclusion already has been daducted froN the account balance as reported by the financial institution. 2. Enter the total balance of the account including interest accru,d to the date of death. 3. The percent of the account that is taxable far each survivor is dete~ined as fallows: A. The percent taxable far joint assets establishad mare than one year prior to the decedent's death: I DIVIDED BY TOTAL NUMBER OF JOINT OWNERS ExaNple: A joint asset reglstared DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE SURVIVING JOINT OWNERS in tha naNe of tha decedent and two ather parsons. I DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) ; .167 X 100 16.77. (TAXABLE FOR EACH SURVIVOR) B. The percent taxable for assets created within one yaer of tha decedant.s death or accounts ownad by the decedent but held in trust far another individual(s) (trust beneficIaries): I DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES X 100 PERCENT TAXABLE ExaNpla: Joint account registered in the naNe of tha decadant and two other persons and established within one year of daath by the decedant. 1 DIVIDED BY 2 (SURVIVORS) = .50 X 100 SOX (TAXABLE FOR EACH SURVIVOR) 4. The aNount subject to tax (line 4) is determined by multiplying the account balance (lina 2) by the percent taxable (line 3). 5. Enter the total of the debts and deductions listed in Part 3. 6. The a.ount taxable (line 6) is deterllined by subtracting the debts and deductions Uine 5) from the aNount subject to tax (line 4). 7. Enter the appropriate tax rate (line 7) as deterNined below. death to or far the use of a natural parent~ an adaptive parent, or a stepparent of the child is OX. The lineal class of heirs includes grandparents~ parents~ children~ and lineal dascendents. "Children" includes natural children whether or not they have been adopted by others~ adopted children and step children. "Lineal descendants" includas all childran of the natural parents and thair descendants~ whether or not they have been adapted by others~ adopted descandents and their descendants and step-descendants. "Siblings" are defined as individuals who have at least one parent in com.on with the decedent~ whether by blood or adoption. The "Collateral" class of heirs includes all other beneficiaries. Date of Death Spouse lineal Sibling Collateral 07101/94 to 12/31/94 3X &X 15X 15X 01/01/95 to 0&/30/00 OX &X 15X 15X 07101/00 to present OX 4,5%- 12X 15X MThe tax rate 1mposed on ~n8 not value D' transfers from a deceased ch11a ~wenty-one years of age D' Y ounger at CLAIMED DEDUCTIONS PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions are determined 8S follows: A. You legally are rasponsible for payment~ or the estate sUbjact to administration by a personal rapres8ntative is insufficient to pay the deductible iteNs. B. You actually paid the debts after death of the decedent and can furnish proof of pay.snt. C. Dsbts being claimed must be it_lzsd fully in Part 3. If additional space is needsd~ use plain paper 8 1/2" x II". Proof of payment may be requested by the PA Department of Revenue. F_N. Reference lD: 392\34 First UnionIWachovia Attn: Account Verifications POBox 40028 Roanoke VA 24022-7313 July 24, 2002 KARL F UPDEGRAFF 529 HUMMEL AVENUE LEMOYNE, PA 17043 SUBJECT: Veriflc.tion I Confumation of Account and Balance Information provided for: Customer: MRS H B UPDEGRAFF (SSN# 207-09-0032) Date of Deatb: May 27, 2002 Denosi! Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened 1/23/1981 Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CHECKING 1000614408796 $3,305.84 NA LEGAL TITLE: KARL F. UPDEGRAFF MRS. H.B. UPDEGRAFF REMOVED 07/12/02 . Due to system limitations, we can only provide a twelve month average balance on depository accounts. . Date of death balance does not include accrued interest . If date of death OCCUlTS on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. ()U{~ Julia Sorrells Servicenter Associate July 24, 2002 (540)563-7323 Phone Number sss; at 001032 u~UL'-{ \qrwoZ- \-te-"7-r U f'.l \ ON - ___n___" _____....... .._... ..^_ ____..___ ~DUiJTuuY ~LfatAT10"-Ls.Dee-c. ..FAX--t-.LQLl540). Sb l____.5l14-_ u l=rr.::Up ~ u -:L .. AM. 12Aei. F. (j f'Q~gdFt-AtJD . AM Au P-lr2-c;--{ Ui\.U_D-.J. 2.L6-ccLl~f_At?-T.-l~[4-4-9~74~. -.- '-------------- ------- --.------ - -- -- :r ~c:.f5tJ:~L.cY <2Pc;>~. .xo.. .,tL1Z~. MAe.K..~RA2:U/...e.,VJCr:-). _______ ~_._.._ __ _n______ ..0_ ____ ~ __ ~U\14 WC-WL 6~IA ~2'"lATVCt-1~L::4MP ~JLL) PA__u -- -....--- ----- ----- -- -- _ Qpvl~ ei:;:,{,A@J~_-nJ6_D~ ..9F- lkC:-L A1.Q"n-.ll;::f::j- M~ . ~.-g.-~eD~&A~ . Z~'2.'_~j=-~.:.=?5o 3Z.},,<SJJ&- AiJD1' . \ve,w. ~.Tld oN -r6jE; ~Eie.~W ,4C ~~ f12e. --=-fA~ji2r:Q~"-k:i-L~b pL-lf'rc?S ESfu_:j;utJ6t::r2A .. _________ --____0.__- . __ __ .0_ LE:'''- '\~\2'.FQDM ~,.LL"'5-rATvf'.-l~ ~~._PAn::- - - ----- -- "- OF -DeA~_V!lW:E:. F'Oi2..C\.1I2- A?<:::--'L.) -wf2- ~e DA~OF-i\;\A\{~17LOO2,.- fLefJ~ C:;~0D To ~ Me.L- E ~ .Llf1j~'r2AF-E- S 2-'1 WU AAi\/\J3.... K4\JE::. ~ LBtA-OY tJ:t- 7 P A PQ~ '5 M"? p4J0f.Je Iv/o. ~ 'C,l-jj7z.,,5__7Z~! . J1J^"TK.You 1J~a~ REV-15ll EX+ {12-99>. COMMONWEAL.TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF ~~eET T. UP~Fr Debts of decadent must be reported on Schedule I. FILE NUMBER ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ",t.t~<1, 00 ,. PI'lIZ.:T~~fZ6 i=Ut\1el2AL HO~ L j::'LO'IJt;<lZS ~ &.oDl-J\.4> By \J ~rz.'( :z..~~.~~ :3, ~eaJ IN rlO"-IOJ2: of ~ . -r AT ~T :2,004.48 ~o~ Ei-\LS 4. [/!:;ll-f'H c.E-I2Tl~IL.A"t1::-S r=t<oM P,AI2:\Wc.AAt>(2E RWe/2Al l.l~ /Z-.4-, 00 6_ N,E:UJ u..o~-S FI2OIV\. J3<::?SC:::OV'$- R?iZ- FLJ.,lJ6-f2AL ~ --rv Pl2O'.4~ (lARS. UFre6tIUl~ fOf2 Vlavl^Jl,.. 1p.J~l bl.U B. ADMINISTRATIVE COSTS: ,. Personal Representative's CommissIons Name af Personal Representatilie( s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State_Zip Year(s) Commission Paid: 2. Attomey Fees ~ ~TI "St:A~ "j.H;~_ :4 Meu.O'TT I t..-L<:::- '2./000. t? 3. Family Exemption: (If decedent's address is nol the same as claimant's, attach explanation) Claimant Street Address City State_Zip Relationship of Claimant to Decedent 4. Probate Fees ~ WMH::.J2/..,4 AJD c-o. ~lSTtg. ~ lVILLS f;~'O. 00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. S )1:lC-ll$ \/Al...l..JeS ~SUl....nJI-..1"--.s FeCS; /vlO u"A/J; 500.00 '?'TJ4 N L.e'-( DS;ll "-l> IN l -r-re:~ / ::t /JL ' ~. u-"? pC,,?T,l\L -?GfZVtc:.e -? -r.2lMl"'> ':/7- 00 q. C-E-i2T1 FI ED MA tUN&lS \0,1-Z- TOTA~ (Also enter on line 9, Recapitulation) $ ILb:7~5 o z.. (If more space is needed, insert additional sheets of the same size) REV-1512 EXt (6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. ~~ --ro AT"T7l~ L..l::;"- OF ~~ ~,-s TOTAL (Also enter on line 10, Recapitulation) $ :;.,) 81 t:t . 15 (If more space is needed, insert additional sheets of the same size) . ~ Gannett Fleming SUBJECTe-7'lATF': '""T7J\L 12G-nJe.N R:>I2- MAI26Ae.fT T. Uffi'i;.i2'A~ BY ~\ DAT?lq$3. CHKD. BY DATE l--rt lIl\ NO, \. 1-. '? 4. '7 b. 7. e, C1. 10. '7(jffLE~'T71L US, I==<?E::- ~EWLE. I ~~-g:.l p...,...- toN- SHEET NO. JOB NO. OF 5 ~-r(MAT2-D tl\Lc.oMB 'Ill x. pM~j- NO) 2- 10 U,? -r-RE::ASUIZ.'-( HJI2- \A~ '--( eAiZ- 1..007.- C;<71(foM-re-. ~~ 't"A)( PIlI...{MEt-JT /Jo. z.. 'TO P A {)6Pr. oP l2e~ue.. F'Vo<: -rA\L "t"eAlZ. 2..<Xl2. PUol\.L~ fSU...L r-=12OM. ve~M '(e..;20CV ~N6JA.AE ,Il$ PI2.EPA~ FtE5 IV l--\- i. 1Z.. ISLOaL.. pWaJe gtLL .f=l2OM lIee.l~ rNsui2A~ P~\UM \-o{2... 5z....q \Z!:;4~ 61Ae,A&€ / A fA fZ-'T'/IAt:;'f...J., ",,\0 ":;;T'<4TCS p:A(2M W0'71 '?HOI2e eMCS , LEW"7i2AL PA j../&AA-rDLOb'{ ~ 1\JeD!G4L. oNc.oL06.(S-rz:.; A~. J P.L. A':::fS>oc-I'A "IC:.D LI1 ,l2.DI DL-o&DrS )i.UN ILtL s u t::...b 1C/1 L 612:z;U P ( l. S{)~ It E-\-VPJ/JIJ I NT(? 12J--..tA L IlV:::OI cl N.e. (2-. 1\"I,6FR"""I"' Wi?Aq- A"-b VA~UlrL l-S. ~ s.&IOeb AI-Je=;;T1--lBSIA \4, W/ft'7T "5 tJor2-8 PATWDLO&'-f 15:. f2{)f5f'. :J~ \LAfJTV~) M 0 1&. l M P A--n.l.. I \ N.C. P A ,..-w VLob>..( ~ --rt:::'STl f\1b D VlbtJ.D? nO? ,4 M-6U"-l\ vz..~o. co 'f.~ .00 $.72 'Lz;;LJ. 00 Z-7.C;5 "2-?J2 . 00 'LC1 \ . SC(; 5~lbB \ <q, H- I b-4-.4-Q :34-l.07 \ 3 ,'1 z.. 2-2 . r=> 7. ~4- 4-"7.47 32..3.45 . ~ Gannett Fleming SUBJECTC-:'-r;zl""(""E' I;<\K- l2:e~ F=- fl..$:jI2{,.AIZ.E:T T. U~lZA~ BY l~ DAT~~;>CHKD.BY DATE i~ N,o. If. I~. let. 20. 2-l. ZZ. Z~. ~.4;. 2..~ w . 1-1. :5U f'PLe MeA....L"\A..L us I PO~ ~ I t)~jZl mew T7-l~ PA'-{~ 10 Lis iJ2.t';t.BJ.12>( Pc:::!Z- l t-JL.o,ue:- .,.-:;nV- ye.t.lC:. 2-0'00 T~b( PA'-(MtI'Jr TopA 0C:Pr OF (2EJJGNUG ~i2- /NWA).{C ...,-;:)\1- yE7\g, ZJ:;:>c:Jo 50'SQUE-rlANNA IN~L MeDIUNe WDL'( "5pIf2t[ ~OSPlT1lL b\oL'-( "7 PI /Z-IT 1...l~Pl"'T.2lL 6of2O.tbLl a::- ~N.~ ~R.. ~ rzESAlSE.. VV~ 7(,.joee ~L DtS-nzlLT T/l"X ,::>/\YAl.C''''-tr ,0 p\ l Tl-\ A , A...\ l COLA PU~AJZ>( ~ C:i2l\l44L CAge ~lc...tl\jf; ..d~dA--rt:5-.J P. c. b-l C-e.- MA }jO~ c:A I2e N u f2stNb t....\DI..{f; L:\~D R.tsw\ ISlU ~ TlcJN eX UA "-fnJ M 1MA.1T ?Nb ;; /1..lE-iZA PEu T1 c. A~IA~) II\1C.. I tVLPAW ) II'lL p;1n~&'{ ~ TBT~Nb DtAUJtI116 1..6 . W I'57r s6J oe.r;; E:::;MS ~. \V~T '5t.J6f2E: eMS 30. CAMP l~ iLL I=-l{2e co. AMBLLL-.()AJLe SHEET NO. 2- JOB NO. OF 5 A,Mou~ I';;:>) ?5cG. 00 2.) zaf.,.c::<::/ SB/B( 1006,"2.0 2-'0.02 I DB. LX) 1;;70,2..:2. .3LV, 05 l/ i I b.,?o j'Z'S.S-4- IQ7.0g . 45,4'; I q 4,.9i 43.~ ~l. TA)( I t-l~l2e::>\ P,t.'-(tV\E:tJ"\ 10 U.'::;. 'll<.$lSu{2f Jj 7 ref. 07 1="()~ 2t::>CV ..,-;ll\l tze'"TtJt2J.J ~'2. tN,TC----E-e?-r PA'-<'MVJT...-o U. S. ~(j:/2Y 171)00 ~o~ \7\~ Y5:.q/2 2.00 I rm SUBJECT e:'7TJ:l"'fE.. TAb( ~eT0e.J0 F"CJe.. SHEETNO.~ . ~ Gannett Fleming M.cl~O~ -r. Lj.~RAI"'T JOB NO BY ~ DATE"2/z.1~ CHKO. BY OATE 'SLlPP~L UST 1=012- S:::WSDL-LL.e r OF 5' 1'TE'tJ\ NO. ~S~~PT100 3~. ~(j.tt.-1/l&JNA IN~l ~c..tf.J.e. -:;4-. tARPeT 1SAl2.N TO j2lS?Ulc.€ D,AMAb6"D 1==u::0r.2-- t t>Jb IN ,.Gz.CI ~IZ.. h. p~ BJLL Ff2/JfIA. VfXLZOI0 ~ t.,A? f;It.L r:::?av\ L1 b-:(. FoI2- -52..'1 FK'0\.l1 31. P j..\~ rs t LL Pf20M \I t:5 {2J:&:N ;<0. c,;.A~ fStLL r:::~ ub3 ~ 5ZQ ~ fl, &/6 fl,IU Ff2t5M u61 pqz SZt{ r-;eDI\JT 4<:> , -4-\, A--2.. 4--3. #. ~. +b --+'7 . 4'0. ~, p+1alE F; L L-L R20 MV6e.J:l:cN bib IS JU r::1ZOM. LLbJ:. H::lZ- <72-'1 ~ o ~N,I\Jh) ~A re PA INT1JJ,6. c;p Fl2E- es~ Pi::: "9i7.l112s; I II r 52- 4 ~ tl.. ~ :::iO+\.\~ ~veR... 6/15 fSLLL F(2.0M Ubi! ~l2- 51.q ~O"'.f' (N'SUeAl\iLe.- Pl2C:NvlUM F'O~ 5-z. '9 Fj2.0~..\', i2&s l ~~ . --r-o S"'rAl"'E. RiZM- ~OUbt...l OF' ~!\E <5blJ($.R. ~ f<t:Ft.-L'Se f' ~c::>>--ltS r; t U. Pf2CIv\\.IGt2..fC00 'f2:,,/'4 ~lU- ,::0:JM LtC::::1:. ~ 5LCj +=~ O~L.- P;,lL1- ~M cA i2..t-o? j2. ~A= L~ r2.. -FOlL 5'2..~ ~Af2... r::u f2IJA l0 I2E?A l ~ FOl2. 52<=1 1201 ~ "Tb ~e(;E;;\ri LNL. A MoLlN-r Zq.~ lqo,OL. Z-3E7 bZ.4Z z (. 3L-- i3", 70 ISS:S 4-[, qC1 2- 3. 58 ~9..Ct) 25.7'+ 4\2..00 112..5"4 34-.4 77.6~ lz..l. W (58 ~ 00 . ~ Gannett Fleming SUBJECT~ 1:111)( r~c~ F'"ce. i\M~~ ..,.... \ l?ce6~FF BY ki=D DATEY~ CHKD. BY DATE ~ SHEET NO.4-OF .c:; JOB NO. IlBt-J\. NO. 5='; 6l '52. -suPPt...eM~:^.(l'71L LiST Foe- SGLJEDuLe r D~i 'PnC10 bA7 f2.:,JLL- Ff20AA Ub:r:- FOfZ- 5Z.~ p-i2.Of\.ll o IL ~/LL P(2.0M 61f2.L0=7 /Z.... ~"'12 H::::'K S7'1 [2.BA ~ P PL iZ-t t=-r''''!2-l C- ~I LL Fof2- .t;Z.'i (2.f;ilJi2 gs~ <PAS> fSlLL C::0)AA Ub1: K>lZ 52-C/ R2oJJ1 i?.-t ~ 5h, 57. 53. 5tl. 1::.0, ~l. ~2, ~, ~0-ALeMeN"'l 0 F I '/1I LEt) Gel' t.l c-4 - 12?1<- PuMPS c;rtJ BD l L..E::XZ- ~ 5"2-'1 Ft2dJ1 gy u::.~~E:?\\ Nc:. PPL t::L...6cr(2\c. f!::,LLL Fct2 52<::1 ~~ R-ePLA~ cF Bi20lLEN l,VltU!)Ov\f A I 52-0 ~ t5~ ~~Ml-=12.6~.bt.A75 i<eP(../l~~",\ oF 0\ l PiL'"T8R- ~LY 0\1 f'{leNl1C€ A~ 5L'1 ~e 6'-<' I ~~E:... \ P~E;:. J2,1L.L ~OM vt!f;(2..tc.O\J PPL ES~\C f3it...L FoP- 5zq [Z~e P iJ a./JE... f2::, LLL r:-{2D M \J~ {ZIZ:OAJ. W iN [)jJ--I OJ WLlAi6 fZO~ 5ZC1 eG-A ~ +::i20M, P~NNSY ~UPpL.'-( ~PL.l1~ ~ cJF c;e4D "'5f:- fl ~.~ B-{ t.\ ~~ LA tJ(/ ~lj ~ PI2Bi~--n"E /vIA 1M ~Il ~ c.cv-.L~fr.~ 'S~(L~ -F~ PLUMBl~ AND NO'-"- INb s,<~~S ~CR 524 F{2:0AJ, AND 2EA\2.. ~/\JbS A A.1Ql.t-.rI Z-Iq ,00 2-1/,4-7 II,Cjh ~,50 ~5.co loS, 3~ 23p 04- 75,00 37.7B 4-.5~ ~3A.?J ~.Lq 40, Zt5 402.0::> . rm . SUBJECT ~ -re: ,-:t:J 'K. fZ.E::TI 1.2 N FOil? ~ liannett Fleming ~(lC=.-r-... uP(7F/-,p,4FF- BY DAT~ CHKD. BY DATE :7 -'7L/ f'f"'~Mb..t173.L us.... r'OR- ~IGOUL.-€ SHEET NO. '3 OF 6" JOB NO. l.. l '\E:N\ N::'l, 17~ p..nct-J A,wUk..t:l 04-. PPL f;~(. l\LC-rO BLI..-L- PAYM8"LT r::-fZCM (V\,-r:u. Cl..u::cXI"-lb )1LLT FOIZ.. 5Z-Cl ~T G~:'hq ~l DC:N~ 820M 0/Z.'1/ t)'2- -rww l../Z4-/(j,,;? roc;, PAWL \VA~~ ALtlO BtL-L PM~ ~ M,--r. U, a.\~l r-.J.b J,.c:.LT. ~i2- 92 <1 ~$f2"f\lT '3t?5: II ~CXE:t-.l(E.. 8ZO~ 5!zpjOL -n{\2.U 2-/2.:;;/03 ~, Wl 1:::-1 p-.t::m<-/c f;>t LL t=="0Z- 52<1 12e,Ae ~AO 671. p~e BILL FT20tJ\ V62.I~ 3&,{,,3 bB. ePoy:>{ ,Af-tD rvlATEl2Ji)l.$ ~ ~ D~Por ;; I A.? 10 eE::PI'>I r<.. L..E;t.L4~ WA"'EfZ- PI e~ AT? . '1""_ 6'lUl F~ ~, Pl.k;A1e: (y'LL ;:::fZOAA. \)~.v 32,,03 -ZO, p~ f!:,[i...L peaA Vegl~ON 32-.81 7 L. 2oo~ IZ€AL E7T,ll.~ "l71X P,A\.{~ 16 F71 ml A, N1UJLA) l7lK WI( r:::tJ[?f2.. 537. 5'! 7l. p~ E:L~ r;U.L FOf2 9-&\ /Z.64e. IZ.-44- - 1lIast 31tll attb Qfestamtttt OF MARGARET T. UPDEGRAFF I, MARGARET T. UPDEGRAFF, of 529 Hummel Avenue, Borough of Lemoyne, Cumberland County, Commonwealth of Pennsylvania, declare this to be my Last Will and hereby revoke any and all Wills and Codicils previously made by me. ITEM I. I order and direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my demise. ITEM II. I give, devise and bequeath the rest, residue and remainder of my entire estate of every nature and wherever situate, to my son, KARL FRIEDERICH UPDEGRAFF. ITEM III. I hereby name, constitute and~point my son, KARL FRIEDERICH UPDEGRAFF, Executor of this my Last Will. ITEM IV. I direct that my Executor or his successors shall not be required to give bond for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I, MARGARET T. _"JIM this V)p day UPDEGRAFF, the above-named Testatrix, have hereunto set my hand of September, 1977. The preceding instrument, consisting of this typewritten page, was on the date thereof signed, published and declared by MARGARET T. UPDEGRAFF, the Testatrix therein named, as and for her Last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. Acy.:;l...,.flA'".c1lt?l-e~ .t~-.. (At7f ~ {J/l~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~JltJ~ SS We, MARGARET T. UPDEGRAFF, .K~jJ&44t- and,J~/~~~ the Testatrix and the witnesses, respectively, whose names are signed to the fo~egoing 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 she had signed willingly, and that she 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 witness and that to the best of her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. M~~"j~ Witness ~~~ua/ ~ tfJcz~~ tness Subscribed, sworn to and aCknowledged before me ~ARE~ ~DEGRAFF' the XU ,,' ":;Z"'" .." -= '" ....<< q Oy JI "', lu"..'" ../ AA./ L ~ t~,('iitnesses, this ~? ~ay of September, 1977. )l/;IO-t!ltd7f;; <. CtL \ 1Lp{j NOTARY PUBL C fiS.~HRlSn. t. ~ . IIDT AllY PUIIlJC' 11lI0000E 1lORD, CUMBEltl1\1I11 ~ IIY _lIllSlllll W'llllS HVt. 7.lI'f 1")- ~9-b "~UREA~ OF INDIVIDUAL TAXES " . INHERITANCE TAX DIVISION V DEPT. 280601 HARRISBURG~ PA 171Z5-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX KARL FRIEDERICH 529 HUMMEL AVE LEMOYNE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-14-2003 UPDEGRAFF 05-27-2002 21 02-0696 CUMBERLAND 101 UPDEGRAFF * REV~150 EX AFP 101.05) MARGARET T PA 17043 Allount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=iSC;rEXuAFi.--ciiFo3'--NlfTIcniF-YNHERiTANCr,.-liiniPPRiWiEMEN;"~--Aii.-OWANCrORu------_u_----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF UPDEGRAFF MARGARET T FILE NO. 21 02-0696 ACN 101 DATE 04-14-2003 TAX RETURN WAS: I J ACCEPTED AS FILED I XJ CHANGED SEE ATTACHED NOTICE NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: IE. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rat. (16) 17. Allount of Line l"i at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X DO = .00 899,703.74 X 045 = 40,486.66 .00 X 12 = .00 .00 X 15 = .00 119J= 40,486.66 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule OJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (lJ 12J 13J [4J 15J 16J [7J 157.650.00 646.380.94 .00 .00 421.17 138.464.64 .00 18J APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net V.Iue of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~) 14. Net V.lue of Estate Subject to Tax [9J llOJ 12,634.32 30.578.69 IllJ 112J 113J 114J NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 942,916.75 43.2B 01 899,703.74 .00 899,703.74 TAX CREDITS: (+, AMOUNT PAID DATE NUM8ER INTEREST/PEN PAID [-J 08-23-2002 CDOO1554 2,024.33 39,900.00 TOTAL TAX CREDIT 41,924.33 BALANCE OF TAX DUE 1,437.67CR INTEREST AND PEN. .00 TOTAL DUE 1,437.67CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU MAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME ~ REV-1470 EX (6-88) REVIEWED BY ITEM SCHEDULE NO. I 34, 42, 49, 54, 56, 57, 61, 62, 63 &68 I 71 '* INHERITANCE TAX EXPLANATION OF CHANGES Margaret T. Updegraff FILE NUMBER Sheila Megonnell ACN 2102-0696 101 EXPLANATION OF CHANGES Repairs to real estate cannot be used as deductions against the decedent's estate unless the real estate has been sold. Reduced to $0.00. Real estate taxes are not allowable deductions for the years after decedent's date of death. ROW Page 1 " /-')- /9~b "- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 2806111 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-liD1EXAFPIOI-05J Reccrr Re(j , j' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-28-2003 UPDEGRAFF 05-27-2002 21 02-0696 CUMBERLAND 101 MARGARET T KARL FRIEDERICH 529 HUMMEL AVE LEMOYNE .03 MAY 16 Iln :45 UPDEGRAFF PA IMH . 'Cumb~clt Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account~ submit the upper portion of this forI! with your tax paYllsnt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... REV=i60TEiCAFP-filFiiiY------....--iNifiiiil'ANCE-TAX--STAfEHENT-oTAcciiuiif--....--------------------- ESTATE OF UPDEGRAFF MARGARET T FILE NO.21 02-0696 ACN 101 DATE 04-28-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-07-2003 PRINCIPAL TAX DUE:. 40,486.66 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-23-2002 CDOO1554 2,024.33 39,900.00 04-08-2003 REFUND .00 1,437.67- TOTAL TAX CREDIT 40,486.66 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA Estate of Margaret T. Updegraff ) ORPHANS' COURT DIVISION ) ) No. 2002-00696 INRE: STATUS REPORT UNDER RULE 6.12 Name of Decedent: Margaret T. Updegraff > Date of Death: May 27, 2002 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the..following with respect to completion ofthe administration of the above-captioned estate: I. State whether administration of the estate is complete: ~Yes No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. Ifthe answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ~No 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 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: t.!if'lOY f I ~A Loudon L. Campbell, Esquir Eckert Seamans Cherin & Mellott, LLC P.O. Box 1248 Harrisburg, PA 17108-1248 717.237.6028 Attorneys for Personal Representative (L0281311.1)