HomeMy WebLinkAbout04-0627 Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Margaret Dyson
also known as Margaret Jane Dyson , Deceased
late of the Borough of Camp Hill, Cumberland County, PA
Petitioner(s), who is/are 18 years of age or older apply(ies) for:
Social Security No. 193-36-3011
COMPLETE "A" OR "B" BELOW:)
[] A. Probate and Grant of Letters and avers that Petitioner(s) is the executrix named in the Last Will of the
Decedent, dated March 16, 1998 and codicil(s) dated N/A.
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:
[] B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite; durante absentia; durante rninodtate)
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:
Name Relationship Residence I
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence
at 1952 Chestnut Street, Camp Hill, Cumberland County, PA 17011
(list street, number and municipality)
Decedent, then 60 . years of age, died June 17, 2004, at Holy Spirit Hospital, East Pennsboro Township,
Cumberland County, PA 17011 (,oc~t~on)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property ................................................................................ $ 850,000.00
(If not domiciled in PA) Personal property in Pennsylvania ............................................ $
(If not domiciled in PA) Personal property in County ...................................................... $.
Value of real estate in Pennsylvania ...... ~..~ ......................................................................................... $ 150,000.00
Total ........................................ ~.,.: .................................................... $ 1,000,000.00
Real Estate situated as follows: 1952 Chestnut Street, Camp Hill, PA
Wherefore, Petitioner(s) respectfully.,~e~que~s~t(s) the probate of the last Will and Codicil(s) presented with this Petition and
the grant of letters in the:a~3prol~t~:f~r~..~'e)~he/undersigned:
· .. S' re/~' z~ --~' /~Z.--- .
,/;.~.~.~ ~. ~ ~ ~ Typed or pnnted name and residence I
C/~- Jane M. Dyson
1952 Chestnut Street, Camp Hill, PA 17011
Form RW-1 Page 1 of 2 (Dauphin County - Rev. 9/92)
Commonwealth of Pennsylvania
County of Cumberland
Oath of Personal Representative
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~ ac,~ _~l,~_~_,aT.~.//
Sworn to and affirmed and subscribed ~,~-
before me this ..,,', /"ti" day of
Estate of Margaret Dyson, Deceased
also known as Margaret Jane Dyson
Social Security No.: 193-36-3011
iF REGISTER
Date of Death June 17, 2004
AND NOW, _-~..X.\k.A L~ ,2004, in consideration
of the Petition on the reverse side h(~i~on, satisfactory proof having been presented before me,
IT IS DECREED that Letters [~ Testamentary [] of Administration
are hereby granted to
Jane M. Dyson
(c.t.a; d.b.n.c.t.; pendente lite; durante absentia; durante minodtate)
in the above estate and that the instrument(s), if any, dated Will dated March 16, 1998
described in the Petition be admitted to probate and filed of record as the last Will of Decede.~t.
~' ~ ~ ,/j '" .
Letters .................................. $
Short Certificate(s) ......
Renunciation ........................ $
Affidavit ( ) ......................... $
Extra Pages ('7) .................. $ ~.(,
Codicil ..................................
JCP Fee ...............................
Inventory & Tax Forms ........
Other ....................................
TOTAL .................... $
$
Attorney: James A. Dish, Esquire
I:D. No.: 10169
3401 North Front Street
~nAddress: Harrisburg, PA 17110-0950
'-Telephone: 717-232-5000
DATE FILED: ~ ~ Lc --
Form RW-1 Page 2 of 2 (Dauphin County - Rev. 9/92)
400994vl
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Local Registrar
Date
t/29-285
Margaret
AGE (Last B~lhOay) UNDER 1 YEAR
Month~ Days
60 v,,.
Cumberland
DECED~m'$ USUAL OCCUPATION
1952 Chestnut St.
Camp Hill PA 17011
Edgar Dyson
INFORMANT'S NAME (TYP~P'~) Jane Dyson
I
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
SEX SOCIAL SECURITY NUMBER I' ' IDATE OF DEATH (M(~th Day Year)
J Dyson Ia. Female 1,393-36-3011 "'- 14. June 17, 2004
UNDER 1 DAY J DATE OF BIRTH BIRTHPLACE (C~ty and I PLACE OF DEATH Chcck only one -- see ~WuCl~ns on c~he s~e)
CITY BOR F DEATH FAC L T~ NAME If not ~n '
, ~ ( stiluhon, ~ve street and numbs-) WAS~EC.,~r~E NT OF HISPANIC ORIGIN? RACE - American Indian, B~ck, White.
East Pennsboro Select Specialty Hospital =,=l~.~,,~,~;~.,~/c~,,. ~ite
KIND
OF
BUSINESS/INDUSTRY
WAS DECEDENT EVER IN_EV_E_R_ _INI DECEDENT'S EDUCATION
SURVIVING
SPOUSE
U.S. ARMED ~OH(3~7~..1 (S ...... h~h ....... ompl~ed I Never Marlil~ Widowed,
- r~l ~ I Elemen~rv/Secon~ary Coaeg$ / Divo~:ed(Specay}
· .8U NO~ I 12 (o-t2) 4 t.4,s+) ~.ever married
.a. s,a,. Pennsylvania D~ ,?~.[] Y.,,~.t~.~
,~b.~,,~ Cumberland tow,~nip? ,~,. '~'~'~,i~,o, Camp Hill
MOTHER'S NAME (F,rst, M~ddla, Mmden Surname)
IlNFORMANT'S MAILING ADDRESS (Sheet, City/Town. Slate. Z;) Code)
J~952 Chestnut St.~Camp Hill~PA 17011
io%~.L, sposi,,o... .... ,c .... ..c .... . i~,~.-c~.o...siel..z, co..
i=,?oCon-O-Lite Crematory ,~,,.haefferstown, PA17088
List only one cause on each line.
IMMEDIATE CAU$E (Fmal
~ e6~iting in death} ~ a
I -
'~ 24'~ m.. ~,~(+d ~y ;'=~ ~ DE.H ; IDlE PR~OUNCED ~AO (Monlh, Day,
Sepsis
Urinar7 Tract Infection
Quadriplegia
DUE TO (OR AS A CONSEQUENCE OF):
,.~.~)L~Sr Motor Vehicle Crash
d
~MPLET~N OF CAUSE , Y. 0 0
A ;x pera~or lost cent;el,
OF ~ATH? Natural ~ Hom~ ~ P' Yes
' Jul 5 1965 ' 8 00 A ' ~ ~ venzc~e left roadway,
[~ic' ¢ ...............~ ]_~¢E~IN~URy-AI~me, I~m, sh~L f~.~e L~ATION SIr~t Cliyff~n.~ e
~,~ ~ ~ ~al~oad 3 PA Rt.3 Jaflisle. PA
lo ~ mi ol m~ ~w~. ~,m ~,m4 ~ to ~ ~,) ,~ m,.,,r ~,mt,d ..................................................... ~ ,,./~ _ Coroner
,.~.,o,~o.....m~,,~el~.~.,~,.,.~,.~...m,~...~.l~.~,..~,~ .......................... ~-*. [,,,. June 18~ 2004
'MEDICAL~AMINE~COR~ER ;Item27)Ty~mP,int Michael L. Norris, Coroner
manner~n~m~d~r~M~t~nmy~n~n~de~th~t~h~t~d~te~ndp~c~ddu~t~c~u~(~)~~t~" ........... ' ' ~ ,z 6375 Basehore Road, Suite #i
.............................. Mechanicsburg, Pa. 17050
/[
LICENSE NUMBER DATE SIGNED
:Me. Ih, Day, Year)
OF
esf arnenf
MARGARET DYSON
I, MARGARET DYSON, of Camp Hill, Cumberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be payable by my
estate or by any recipient of any property, shall be paid by the Executor out of the
property passing under ITEM IV of this Will, as an expense and cost of
administration of my estate. The Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of
insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay the expenses of
my last illness and funeral expenses from the property passing under this Will as
an expense and cost of administration of my estate.
ITEM III: I give and bequeath to my parents, Edgar L.
Dyson and Jane M. Dyson, absolutely and iq;fee simple, all of my household
furniture and furnishings, books, pictures, je~velry, silverware, automobiles,
Page 1
wearing apparel and all other articles of household or personal use or adornment
and all policies of insurance thereon.
ITEM IV: I give, devise and bequeath all the rest,
residue and remainder of my estate, not disposed of in the preceding portions of
this Will, to the then acting Trustee(s), as Trustee(s), IN TRUST
NEVERTHELESS, to be held, administered and distributed in accordance with
the terms of the MARGARET DYSON REVOCABLE DECLARATION OF TRUST
executed by me as Trustee and Grantor on the __ day of March, 1998. I
hereby confirm and ratify said Revocable Declaration of Trust in every respect.
ITEM V: In the settlement of my estate, the Executor
shall possess, among others, the following powers:
(a) To retain any investments I may have at my death, including
specifically those consisting of stock of any bank even if I have named such
bank as the Executor herein, as long as the Executor may deem it advisable
to my estate so to do.
(b) To vary investments, when deemed desirable by the Executor,
and to invest in such bonds, stocks, notes, real estate mortgages or other
securities or in such other property, real or personal, as the Executor shall
deem wise, without being restricted to so-called "legal investments", and
without being limited by any statute or rule of law regarding investments
by fiduciaries.
Page 2
(c) In order to effect a division of the principal of my estate or for
any other purpose, including any final distribution, the Executor is
authorized to make said divisions or distributions of the personalty and
realty partly or wholly in kind, and to allocate specific assets among
beneficiaries hereunder so long as the total market value of any share is not
affected by such division, distribution or allocation in kind. Should it
appear desirable to partition any real estate, the Executor is authorized to
make, join in and consummate partitions of lands, voluntarily or
involuntarily, including giving of mutual deeds, recognizances or other
obligations, with as wide powers as an individual owner in fee simple.
(d) To sell either at public or private sale and upon such terms and
conditions as the Executor may deem advantageous to the estate, any or all
real or personal estate or interest therein owned by the estate severally or
in conjunction with other persons or acquired after my death by the
Executor, and to consummate said sale or sales by sufficient deeds or other
instruments to the purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or liability of the purchaser
or purchasers to see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to make, execute,
acknowledge and deliver any and all deeds, assignments, options or other
writings which may be necessary or desirable in carrying out any of the
powers conferred upon the Executor in this paragraph or elsewhere in my
Will.
(e) To mortgage real estate, and to make leases of real estate.
Page 3
(f) To borrow money from any party, including the Executor, to
pay indebtedness of mine or of my estate, expenses of administration or
inheritance, legacy, estate and other taxes, and to assign and pledge assets
of my estate therefor.
(g) To pay all costs, taxes, expenses and charges in connection
with the administration of my estate.
(h) To make distributions of income and of principal to the proper
beneficiaries thereof, during the administration of my estate, with or
without court order, in such manner and in such amounts as my Executor
deems prudent and appropriate.
(i) To vote any shares of stock which form a part of the estate,
and otherwise to exercise all the powers incident to the ownership of such
stock.
(j) In the discretion of the Executor, to unite with other owners of
similar property in carrying out any plans for the reorganization of any
corporation or company whose securities form a part of the estate.
(k) To disclaim any interest in property which would devolve to me
or my estate by whatever means, including but not limited to the following
means: as beneficiary under a will, as an appointee under the exercise of a
power of appointment, as a person entitled to take by intestacy, as a donee
Page 4
of an inter vivos transfer, and as a donee under a third-party beneficiary contract
(1) To do all other acts in the Executor's judgment deemed
necessary or desirable for the proper and advantageous management,
investment and distribution of the estate.
ITEM VI: Any person who shall have died at the same
time as I shall have, or in a common disaster with me, or under such
circumstances that the order of our deaths cannot be established by proof, or
within thirty (30) days of my death, shall be deemed to have predeceased me.
ITEM VII: I hereby nominate, constitute and appoint
my parents, EDGAR L. DYSON and JANE M. DYSON, or the survivor of them, to
be the Executors, herein collectively referred to as "Executor." In the event of the
death or inability or refusal of both to serve, I nominate, constitute and appoint
JESSE E. FOSSELMAN to be the Executor. The Executor is specifically relieved
from the duty or obligation of filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding four (4) pages, at
the end of each page of which I have also set my initials for greater security and
better identification this I C~4~ day of /~f A ~0 ~¥ , 1998.
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was
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 and in her
presence and in the presence of each other, have hereunto set our hands and seals
the day and year first above written, and we certify that at the time of the
execution thereof, the said Testatrix was of sound and disposing mind and
memory.
(SEAL)
~k~ (SEAL)
/
Residing at ~ P
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~a q ?]~: q
)
) SS:
)
I, MARGARET DYSON, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will
and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
, ' ~ ' \ , %~,~: /?~v~'~ /? ~ ~r~7~_(~EAL)
MA~GARt~ DYSON
TM -- --~T
Sworn to and subscribed before
me this //~ ~ h day of
Notary
My Commission Expires:
(SEAL)
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
) SS:
cottonY OF
~/°~/~ '~"/' ffw/5/~/// , the Witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose
and say that we were present and saw Testatrix, MARGARET DYSON, sign and
execute the instrument as her Last Will and Testament; that Testatrix signed
willingly and that she executed said Will as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the
Testatrix signed the Will as Witnesses; and that to the best of our knowledge the
Testatrix was at that time eighteen (18) or more years of age, of sound mind and
under no constraint or undue influence.
"-......_.,~.~ Witness
, Witness
Witness
Sworn to and subscribed before
me this /go t~ &day o.f
Aqa t~ k , 19~.
~ Notary Public
My Commission Expires:
(SEAL)
67853 1
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: MARGARET J. DYSON, a/k/a MARGARET JANE DYSON
Date of Death: June 17, 2004
Will No. 2004-00627 Admin. No. 21-04-0627
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 Julv~q, 2004:
Name Address
Jane M. Dyson
1952 Chestnut Street, C~m.n l-lill~ PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
None
Date: July9-~l, 2004
Jame'Z-A:,~Jlsh, Esquire
Name
3401 North Front Street
Harrisburg, PA 17110
Address
Capacity:
(717) 232-5000
Telephone
Personal Representative
X Counsel for Personal Representative
403492vl
METTE, EVANS & WOODSIDE
September 16, 2004
VIA CERTIFIED MAIL
RETURN RECEIPT REOUESTED
Glenda Famer Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re:
Estate of Margaret J. Dyson
File No. 21-2004-0627
Dear Ms. Strasbaugh:
Enclosed is a check in the amount of $49,000.00 payable to "Register of Wills, Agent"
representing a prepayment of Pennsylvania Inheritance Tax in the above-referenced estate
proceeding. Please send a receipt for this payment. Thank you for your assistance.
Very truly yours,
Lisa J. Kn6d~
Paralegal to James A. Ulsh
LJK:
Enclosure
cc: Jane M. Dyson, Executrix
406866vl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
BUREAU OFINDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11-96)
NO. CD 0044O0
ULSH JAMES A
3401 N.FRONT ST.
P.O. BOX 5950
HARRISBURG, PA 17110-0950
fold
ESTATE INFORMATION: SSN: 193-36-3011
FILE NUMBER: 2104- 0627
DECEDENT NAME: DYSON MARGARET
DATE OF PAYMENT: 09/17/2004
POSTMARK DATE: 09/1 6/2004
COUNTY: CUMBERLAND
)ATE OF DEATH: 06/17/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $49,000.00
TOTAL AMOUNT PAID:
$49,000.00
REMARKS:
SEAL
CHECK# 00006069
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
7002 3150 0006 7726 8651
h,,llh,,llh,,,,,Ih,ll,h,hl
Glenda Famer Stmsbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
I I II
METTE. EVANS & WOODSIDE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
3401 NORTH FRONT STREET
P.O. BOX 5950
HARRISBURG, FA 1711.0-0950
DIRECT DIAL
(717) 231-5256
3AMES A. ULSH
IRS NO.
23-1985005
E-MAIL ADDRESS
jaulsb@mette.com
TELEPHONE
(1717) 232-15000
FAX
(717) 236-1816
http://www.mette.com
March 17, 2005
VIA CERTIFIED MAIL
RETURN RECEIPT REQUESTED
C,'
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
C:)
-'j,J
r".,,-.
r::-;::1
(j,
Re: Estate of Margaret J. Dyson, aIkIa Margaret Jane Dyson
File No. 21-04-0627
Dear Ms. Strasbaugh:
Enclosed for filing are the following:
I. The original and two (2) copies of an Inventory;
2. The original and one (I) copy of Rev-I 500, Pennsylvania Inheritance Tax Return,
plus a cover page of the return;
3. An estate check payable to "Register of Wills, Agent" in the amount of$748.28
representing payment of the balance ofInheritance Tax owed;
4. A firm check payable to your office in the amount of $30.00 in payment of your
filing fees; and
5. A self-addressed, postage prepaid envelope for return mail.
Please file the Inheritance Tax Return. Please return a date-stamped copy of the
Inventory and the cover page ofthe Inheritance Tax Return, along with a receipt for the payment
ofInheritance Tax, in the envelope which has been provided.
March 17,2005
Page 2
Please do not hesitate to call with any questions. Thank you for your assistance.
Very truly yours,
~U)'tV~ \(""0 ~
Lisa J. KnW
Paralegal to James A. Dish
UK:
Enclosures
419629vl
\", c,:)
-',.
REV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
Due
~
I--Rlb
(IWb
OFFICIAL USE ONLY
2"lo '5 . C\.--::;
'315 'GO
6<)'DLR)\-#- JS1
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
\
FILE NUMBER
21
04 0627
-----
COUNTY CODE
YEAR NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Dyson Margaret
DATE OF DEATH (MM.DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
6/17/2004 12/21/1943
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, fiRST. AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
J
SOCIAL SECURITY NUMBER
193-36-3011
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
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00,
04
00.
09
7. Decedent Maintained a living Trust (Attach copy 01 Trust) _ 8, Total Number of Safe Deposit Boxes
1 0, Spousal Poverty Credit (d,te of de'th Iletween 12-31.91 arid 1-1-9~) 0 11. Election to lax under Sec. 9113(A) (Allllch Sch Ol
o 2. Supplemental Retum
o 4a, Future Interest Compromise (date of death after 12-12-82)
o
o
o 3, Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
Original Retum
limited Estate
Decedent Died Testate (Attach copy of Will)
Litigation Proceeds Received
...
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8
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
James A, U1sh, Esquire 3401 N, Front Street, PO Box 5950
FIRM NAME (If Applicable)
METTE, EVANS & WOODSIDE
TELEPHONE NUMBER
717-232-5000
Harrisburg, PA 17110-0950
1. Real Estate (Schedule A)
174,846.00
773,285.23
0,00
0.00
126,583.09
118,882.71
~,
~.'
-.J
(1)
:q~USE~(Y
^,.'Tl
2. Stocks and Bonds (Schedule B)
(2)
C)
......"
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E} (5)
Z 6 Jointly Owned Property (Schedule F) (.)
0 D Separate Billing Requested
f=
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::::l (Schedule G orL)
~
ii: 8. Total Gross Assets (tolallines 1-7)
<(
(J
W 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
0::
10. Debts of Decedent, Mortgage liabilities, & liens (Sdledule I) (10)
11. Total Deductions (total lines 9 & 10)
,1
f',,)
0.00
(8)
30,529,15
240,57
1,193,597.03
(11)
30,769.72
1,162,827,31
0,00
12. Net Value of Estate (line 8 minus line 11)
13 Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been
made (Schedule J)
(12)
(13)
14 Net Value Subject to Tax (line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable atlhe spousal tax 0,00
Z rate, or transfers under Sec. 9116 (a)(1.2)
0
;:: 1.. Amount of line 14 taxable at lineal rate 1,162,827.31
'"
..
:> 0.00
.. 17. Amount of line 14 taxable at sibling rate
:E
0 0,00
U 18. Amount of line 14 taxable at collateral rate
)(
>! 19 T ax Due
1,162,827.31
(14)
x .0 ~(15)
x .0 45 (1.)
x.12 (17)
x .15 (18)
(19)
0.00
52,327,23
0,00
0.00
52,327.23
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
-V3W46451000
o
d
. C
I t Add
ece ents omDle e ress:
STREET ADDRESS
1952 Chestnut Street
Cumberland
CI1Y I STAlE I ZIP
Camp Hill PA 17011-
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
52,327.23
0.00
49,000.00
2,578.95
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A. + B + C) (2)
51,578.95
0.00
0.00
Total Interest/Penalty (D + E) (3)
0.00
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)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
748.28
A. Enter the interest on the tax due.
(SA.)
0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF
(5B)
748.28
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;. . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income; . D
c. retain a reversionary interest; or . , . , . . , . , , , . . . . , . . . , . . , . D
d. receive the promise for tife of either payments, benefits or care? , , . , . . . . . D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? , . , , . . . , . . . . . . . . . . . . . . . . . . ., D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? , . , . . , . , . , . . . , , . . . . . . , . . . . . . . . .. 0 []g
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 penaltias of perjury, ! declare that I have examined this return, including accompanying SChedules and statements, and to the best of my knowladge and beliaf, it is true, correct
and complete
Declaration of pre parer other than the personal representative is based on all information of which preparerhas any knowledge,
SIGNATURE OF PERSON RESPW"~.!IJNG~RN ~.J.-- L-/~~
Jane M. Dyson ~ ~
ADDRESS
Yes
No
i:J<I
i:J<I
i:J<I
i:J<I
O!
QlI
DA:J
iJ?:'\ II.., ::LOOS
1952 Chestnut Street
SIGNATURE OF PREPARER OTHER THAN REPR
James A. UIsh, Esqu'
ADDRESS
3401 N. Front Street,
Camp Hill, PA 17011
'J- OOr;:;
5950
Harrisburg, PA 17110-0950
','0,::\':Jrr:~':':' .~2~T':-"t::-~'::A~; 'i'."/,:a?;Jf;;, "-:;;,,~:j~~!@R'~'.:;;;r{::;;"
For dales of death on or after July 1, 1994 and before nuary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
(72 P.S. ~ 9916 (a) (1.1) (i)]
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% {72 P.S. ~ 9116 (a) (1.1) (li)1
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent ofthe child is 0% [72 P.S. ~ 9116(a)(1.2)1.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~ 9116(1.2) {72 P.S. ~9116(a)(1 l].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. ~ 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
3W46461000
REV-1502EX+ (6.9B)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Marqaret J. Dvson
21 04 0627
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at 'Atlich property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or self, 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 DESCRIPTION
NUMBER
l 1952 Chestnut Street, Borough
of Camp HiLL, Cumberland
County, PA; Tax Parcel Number
01-22-0536-007A-UA-1952
VALUE AT DATE
OF DEATH
174,846.00
Real estate situate in the
Borough of Camp Hill,
Cumberland County, PA, known
as 1952 Chestnut Street.
Value has been computed by
taking the tax assessed value
of $166,520 as determined by
the Cumber1and County Tax
Assessment Office and
multiplying it by the
applicable Common Level Ratio
(CLR) factor as determined by
the Pennsyl.vania Department of
Revenue.
$166,520 x 1.05 = $174,B46
3W46951 000
TOTAL (Also enter on line 1. Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
174,846.00
REV-1503 EX" (60gB)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Marqaret J. Dvson
21 04 0627
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
,. 230 Shares
Apache Corp. common stock
CUSIP: 037411105
DESCRIPllON
VALUE AT DATE
OF OEA lH
10,034.90
2 200 Shares
Arch Coal, Inc. common stock
CUSIP: 039380100
6,626.00
3 15,000 Par
Bucks Cnty PA Water & Sewer
Auth municipal bond
CUSIP: 118673FX5
16,098.45
CPN 6.375%; DUE 12/01/08
4 200 Shares
Consul Energy, Inc. common
stock
CUSIP: 20854P109
6,744.00
5 200 Shares
Dominion Res, Inc. VA New
couunon stock
CUSIP: 25746U109
12,672.00
6 100 Shares
EOG Resources, Inc. common
stock
CUSIP: 26875P101
5,827.00
7 35,000 Par
Erie PA Swr Auth municipal
bond
CUSIP: 295533HR7
35,861.00
CPN 5.125%; DUE 06/01/21
8 75,000 Par
FNMA, Pool #006895
CUSIP: 31360HUU3
2,567.23
Total from continuation pages
676,854.65
3W46961 000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
773,285.23
Schedule B (Page 2)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 8.5; DUE 02/01/09
DTD 07/01/86
Factor: 0.3266731
9 302.939 Shares
FPA Capital Fund, Inc.
11,929.74
10 806.368 Shares
FPA Paramount Fund, Inc.
CUSIP: 302546106
10,168.30
11 1,143 Shares
Fulton Financial Corp. common
stock
CUSIP: 360271100
22,699.98
12 300 Shares
General Electric Co. common
stock
CUSIP: 369604103
9,708.00
13 80,000 Par
GNMA, Pool #001654
CUSIP: 36202BZT5
6,929.54
CPN 6.5%; DUE 04/20/24
DTD 04/01/94
Factor: 0.08970583
14 50,000 Par
GNMA, Pool #002443
CUSIP: 36202CWC3
4,318.29
CPN 7.0T; DUE 06/20/27
DTD 06/01/97
Factor: 0.08549270
15 25,000 Par
GNMA, Pool #003100
CUSIP: 362028NR9
22.44
CPN 9.0%; DUE 11/15/04
DTD 01/01/75
Factor: 0.00107212
16 27,377 Par
GNMA, Pool #004790
CUSIP: 362030KB3
14 .48
Total (Carry forward to main schedule)
65,790.77
Schedule B (Page 3)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 9.0%; DUE 12/15/04
DTD 02/01/75
Factor: .00078638
17 35,000 Par
GNMA, Pool #006011
CUSIP: 362031VC7 168.31
8.0%; DUE 07/15/05
DTD 07/01/75
Factor: 0.00514984
18 25,000 Par
GNMA, Pool #007012
CUSIP: 362032YH1 61.32
CPN 6.0%; DUE 06/15/05
DTD 09/01/75
Factor: 0.00351413
19 25,000 Par
GNMA, Pool #007150
CUSIP: 3620325K6 37.46
CPN 6.25%; DUE 01/15/05
DTD 10/01/75
Factor: .00209521
20 50,000 Par
GNMA, Pool #007731
CUSIP: 362033SU7 257.01
CPN 8.5%; DUE 03/15/06
DTD 03/01/76
Factor: 0.00521993
21 25,000 Par
GNMA, Pool #009110
CUSIP: 362035DP9 82.37
CPN 8.5%; DUE 01/15/06
DTD 04/01/76
Factor: 0.00341556
22 50,000 Par
GNMA, Pool #010862
CUSIP: 362037B77 300.49
Total (Carry forward to main schedule)
906.98
Schedule B (Page 4)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 8.25%; DUE 06/15/06
DTD 06/01/76
Factor: 0.00594214
23 25,000 Par
GNMA, Pool #010910
CUSIP: 362037DP5 118.49
CPN 8.0%; DUE 09/15/05
DTD 11/01/76
Factor: 0.00545893
24 30,000 Par
GNMA, Pool #012363
CUSIP: 362038WY3 212 . 49
CPN 8.5%; DUE 08/15/06
DTD 10/01/76
Factor: 0.00708929
25 35,000 Par
GNMA, Pool #013701
CUSIP: 362041GJ8 349.95
CPN 8.0%; DUE 12/15/06
DTD 01/01/77
Factor: 0.00985655
26 50,000 Par
GNMA, Pool #013753
CUSIP: 362041H65 835.84
CPN 8.0%; DUE 11/15/06
DTD 11/01/76
Factor: 0.01643301
27 25,000 Par
GNMA, Pool #014175
CUSIP: 362041XC4 334.88
CPN 8.0%; DUE 01/15/07
DTD 01/01/77
Factor: 0.01295744
28 35,000 Par
GNMA, Pool #016056
CUSIP: 362043ZV6 924.33
Total (Carry forward to main schedule)
2,775.98
Schedule B (Page 5)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 7.5%; DUE 04/15/07
DTD 05/01/77
Factor: 0.02566422
29 25,000 Par
GNMA, Pool #016739
CUSIP: 362044S42 300.80
CPN 7.0; DUE 05/15/07
DTD 08/01/77
Factor: 0.01591188
30 40,000 Par
GNMA, Pool #019437
CUSIP: 362047S29 520.33
CPN 8.0%; DUE 08/15/07
DTD 08/01/77
Factor: 0.01472092
31 25,000 Par
GNMA, Pool #021234
CUSIP: 362049SX7 120.81
CPN 8.0%; DUE 01/15/08
DTD 02/01/78
Factor: 0.00459976
32 25,000 Par
GNMA, Pool #023141
CUSIP: 362051WA8 266.63
CPN 9.0%; DUE 09/15/Q8
DTD 09/01/78
Factor: 0.01000056
33 35,000 Par
GNMA, Pool #026309
CUSIP: 362055GS8 615.16
CPN 8.5%; DUE 08/15/08
DTD 10/01/78
Factor: 0.01664384
34 25,000 Par
GNMA, Pool #026628
CUSIP: 362055SR7 138.02
Total (Carry forward to main schedule)
1,961.75
Schedule B (Page 6)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 9.0%; DUE 01/15/09
DTD 02/01/79
Factor: 0.00514080
35 57,331 Par
GNMA, Pool #031206
CUSIP: 362060U78 2,173.65
CPN 9.5: DUE 06/15/09
DTD 07/01/79
Factor: 0.3487412
36 30,000 Par
GNMA, Pool #045252
CUSIP: 362076H53 461. 88
CPN 12.5%; DUE 12/15/10
DTD 12/01/80
Factor: 0.01367118
37 35,000 Par
GNMA, Pool #223236
CUSIP: 36218H4V3 1,109.34
CPN 9.0%; DUE 03/15/18
DTD 03/01/88
Factor: 0.02843479
38 45,000 Par
GNMA, Pool #225772
CUSIP: 36218LW92 339.34
CPN 9.5%; DUE 10/15/~7
DTD 10/01/87
Factor: 0.00672948
39 25,000 Par
GNMA, Pool #331557
CUSIP: 36224LJA6 308.13
CPN 7.5%; pUE 02/15/23
DTD 02/01/93
Factor: 0.01167895
40 25,500 Par
GNMA, Pool #359365
CUSIP: 36203UFE7 5,196.94
Total (Carry forward to main schedule)
9,589.28
Schedule B (Page 7)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 6.5%; DUE 06/15/23
DTD 06/01/93
Factor: 0.19551750
41 50,000 Par
GNMA, Pool #359938
CUSIP: 36203UZB1 5,219.97
CPN 7.5%; DUE 11/15/23
DTD 12/01/93
Factor: 0.10651767
42 25,000 Par
GNMA, Pool #416553
CUSIP: 36206NWN1 1,212.08
CPN 7.25%; DUE 01/15/26
DTD 01/01/96
Factor: 0.04536385
43 25,000 Par
GNMA, Pool #458553
CUSIP: 36208RMA9 2,601.96
CPN 7.5%; DUE 07/15/29
DTD 07/01/99
Factor: 0.09711967
44 35,000 Par
GNMA, Pool #484551
CUSIP: 36209X1145 4,557.55
CPN 7.5%; DUE 09/15/~8
DTD 10/01/98
Factor: 0.12141380
45 25,000 Par
GNMA, REMIC Ser #03-85GA
CUSIP: 38374C2R1 8,792.66
CPN 5.5%; DUE 02/20/33
DTD 10/01/03
Factor: 0.45209463
46 50,000 Par
GNMA, REMIC Ser #03-95BA
CUSIP: 38374EAA5 31,586.62
Total (Carry forward to main schedule)
53,970.84
Schedule B (Page 8)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 5.5%; DUE 08/20/32
DTD 11/01/03
Factor: 0.71252907
47 50,000 Par
GNMA, REMIC Ser #04-14LA
CUSIP: 38374FKZ6
30,278.50
CPN 5.5%; DUE 01/17/34
DTD 02/01/04
Factor: 0.72337717
48 300 Shares
Johnson & Johnson common stock
CUSIP: 478160104
16,665.00
49 100 Shares
Merck & Co. common stock
CUSIP: 589331107
4,832.00
50 400 Shares
~crosoft Corp. common stock
CUSIP: 594918104
11,107.60
51 25,000 Par
Moon Twp. PA Auth Wtr & Swr
municipal bond
CUSIP: 615513FX1
26,240.25
CPN 5.4%; DUE 12/01/14
52 200 Shares
Natural Resources Partners LP
Limited Partnership
CUSIP: 63900P103
7,530.00
53 10,000 Par
North Wales PA Water Auth
municipal bond
CUSIP: 663226JN9
9,535.80
CPN 4.0%; DUE 05/01/16
54 0.841 Shares
Nuveen Sector Port Unit Trust
CUSIP: 67068G201
5.97
Total (Carry forward to main schedule)
106,195.12
Schedule B (Page 9)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
55 25,000 Par
PA St Ref 2nd municipal bond
CUSIP: 709141D85
21,970.25
CPN 3.9%; DUE 07/01/19
56 200 Shares
Peabody Energy Corp. common
stock
CUSIP: 704549104
10,290.00
57 512 Shares
Pepco Holdings, Inc. common
stock
CUSIP: 713291102
9,487.36
58 500 Shares
Plum Creek Timber Co. I Inc.
common stock
CUSIP: 729251108
16,015.00
59 200 Shares
Public Svc Enterprise Group,
Inc. common stock
CUSIP: 744573106
8,092.00
60 100 Shares
Royal Dutch Petroleum Co.
common stock
CUSIP: 780257804
5,213.00
61 1,000 Shares
Source Capital, Inc. common
stock
CUSIP: 836144105
64,000.00
62 200 Shares
Tyson Foods, Inc. Cl A common
stock
CUSIP: 902494103
4,080.00
63 30,000 Par
U.S. Treasury Bond 5.25%
CUSIP: 912810FFO
29,146.86
CPN 5.25%; DUE 11/15/28
DTD 11/15/98; FC 05/15/99
Total (Carry forward to main schedule)
168,294.47
Schedule B (Page 10)
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
64 20,000 Par
U.S. Treasury Bond 6.0%
CUSIP: 912810EW4
21,375.00
CPN 6.0%: DUE 02/15/26
DTD 02/15/96; FC 08/15/96
65 150,000 Par
U.S. Treasury Inflation Index
Note
CUSIP: 912828AF7
168,762.36
CPN 3.0%: DUE 07/15/12
DTD 07/15/02: FC 01/15/03
Factor: 1.04141000
66 25,000 Par
U.S. Treasury Note
CUSIP: 912827Z62
26,953.13
CPN 6.5%; DUE 10/15/06
DTD 10/15/98; FC 04/15/97
67 50,000 Par
U.S. Treasury Note, Inflation
Index
CUSIP: 912828BDl
50,278.97
CPN 1.875%: DUE 07/15/13
DTD 07/15/03: FC 01/15/04
Factor: 1.01950000
Total (Carry forward to main schedule)
267,369.46
REV-1508 EX.. (6-96l
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Margaret J. Dyson
FILE NUMBER
21 04 0627
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the rinht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
1995 Dodge van, equipped with
wheelchair lift; VIN
1B4GH44R1SX509416
17,000.00
VIN #lB4GH44R1SX509416
2
Community Banks Checking
Account #4601897509
8,261.53
Interest accrued to 6/17/2004
0.72
3
Community Banks Checking
Account #1502861105
2.38
4
Hospital bed
3,000.00
5
Janney Montgomery Scott Money
Market Account #2958-3865
92,318.46
6
Motorized wheelchair
6,000.00
3W46AD 1_000
TOTAL (Also enter on line 5 Recaoitulationl $
(If more space is needed, insert additional sheets of the same size)
126,583.09
REV-1509 EX + (e-gal
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Maraaret J. Dvson
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21 04 0627
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
A. Dyson, Jane M
B.
c.
ADDRESS
1952 Chestnut Street, Camp
Hill, FA 17011
RELATIONSHIP TO DECEDENT
Mother
JOINTLY-OWNED PROPERTY:
<Em' OA'!E DESCRIPTION OF PROPERTY %Of DATE OF DEATH
I'!EM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION Af<I) BANK ACCOUNT DAlE OF DEATH DECD'S VALUE OF
~BERORSIMllAR IDENTIFYING NUMBER, ATTACH DEED FOR
NUMBER TENANT JOINT JOINTLY./-ELDREALESTATE VALUE OF ASSET INTEREST DECEDENT'S INlEREST
1. A.
1 A 12/30/1899 Janney Montgomery Scott
Account #HB23-2818-6185;
owned as joint tenants
with the right of
survivorship with Jane M.
Dyson.
See attached
correspondence. from Janney
Montgomery Scott for
itemization of assets held
in this account as of
decedent's date of death. 237,765.42 50.000 118,882.71
-
TOTAL {Also enter on line 6 Recaoitulationl $ 118,882.71
3W46AE 1000
(It more space is needed. insert additional sheets of the same size)
REV-1511 EX + {12-99}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marqaret J. Dvson
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 04 0627
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Musselman's Funeral Home 3,994.54
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s} I EIN Number of Personal Representative(s) - -
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 20,000.00
3. Family Exemption' (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Jane M. Dyson
Street Address 1952 Chestnut Street
City Camp Hill Slale PA Zip 17011
Relationship of Claimant to Decedent MOTHER
4. Probate Fees 641.00
5. Accountant's Fees 100.00
-
6. Tax Return Preparer's Fees
7
1 Cumberland Law Journal
Advertise estate no ti ce 75.00
Total from continuation pages 2,21B.61
TOTAL (Also enter on line g, Recapitulation) $ 30,529.15
3W46AG1,OOO
(If more space is needed, insert additional sheets of the same size)
Estate of: Margaret J. Dyson
Item
No.
2
3
Description
Janet ~ller, Tax Collector
Borough of Camp Hill
School real estate taxes
The Sentinel
Advertise estate notice
Schedule H part 2 (Page 2)
Amount
2,082.30
136.31
Total (Carry forward to main schedule)
2,218.61
REV-1512EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marqaret J. Dvson
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
04 21 0627
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. Conner-Rich Associates
Medical bill
50.48
2 Mid Penn Urology
Medical bill
6.61
3 Neiman Marcus
Credit card
183.48
3W46AH2,OOO
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
240.57
REV.1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Maraaret J. Dvson
FILE NUMBER
21 04 0627
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1
Jane M. Dyson
1952 Chestnut
Camp Hill, PA
Street
17011
100% Residue: 1,162,827.31
Mother
1,162,827.31
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
3W46AI1,OOO
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space IS needed, Insert additional sheets of the same size)
$
0.00
ESTATE OF MARGARET J. DYSON
FILE NO. 21-04-0627
Attachment to Schedule J, Part I, Beneficiaries
Pursuant to Item IV of the decedent's Last Will and Testament dated March 16, 1998, the residue
of decedent's estate was to pour over into her revocable trust under agreement dated the same
day. Said trust was not funded during the decedent's lifetime. According to the terms of the
trust agreement, upon decedent's death, the trust was to terminate and be paid to decedent's
mother, Jane M. Dyson. (Decedent's father, Edgar L. Dyson predeceased decedent.)
Based on the foregoing, the residue of decedent's estate will be paid directly to decedent's
mother, Jane M. Dyson. The trust will not be funded.
419486vl
La~t Win and T e~tament
OF
MARGARET DYSON
I, MARGARET DYSON, of Camp Hill, Cumberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be payable by my
estate or by any recipient of any property, shall be paid by the Executor out of the
property passing under ITEM IV of this Will, as an expense and cost of
administration of my estate. The Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of
insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay the expenses of
my last illness and funeral expenses from the property passing under this Will as
an expense and cost of administration of my estate.
ITEM III: I give and bequeath to my parents, Edgar L.
Dyson and Jane M. Dyson, absolutely and in fee simple, all of my household
furniture and fumishings, books, pictures, jewelry, silverware, automobiles,
Page 1
wearing apparel and all other articles of household or personal use or adornment
and all policies of insurance thereon.
ITEM IV: I give, devise and bequeath all the rest,
residue and remainder of my estate, not disposed of in the preceding portions of
this Will, to the then acting Trustee(s), as Trustee(s), IN TRUST
NEVERTHELESS, to be held, administered and distributed in accordance with
the terms of the MARGARET DYSON REVOCABLE DECLARATION OF TRUST
executed by me as Trustee and Grantor on the day of March, 1998. I
hereby confirm and ratifY said Revocable Declaration of Trust in every respect.
ITEM V: In the settlement of my estate, the Executor
shall possess, among others, the following powers:
(a) To retain any investments I may have at my death, including
specifically those consisting of stock of any bank even if I have named such
bank as the Executor herein, as long as the Executor may deem it advisable
to my estate so to do.
(b) To vary investments, when deemed desirable by the Executor,
and to invest in such bonds, stocks, notes, real estate mortgages or other
securities or in such other property, real or personal, as the Executor shall
deem wise, without being restricted to so-called "legal investments", and
without being limited by any statute or rule oflaw regarding investments
by fiduciaries.
Page 2
(c) In order to effect a division of the principal of my estate or for
any other purpose, including any final distribution, the Executor is
authorized to make said divisions or distributions of the personalty and
realty partly or wholly in kind, and to allocate specific assets among
beneficiaries hereunder so long as the total market value of any share is not
affected by such division, distribution or allocation in kind. Should it
appear desirable to partition any real estate, the Executor is authorized to
make, join in and consummate partitions of lands, voluntarily or
involuntarily, including giving of mutual deeds, recognizances or other
obligations, with as wide powers as an individual owner in fee simple.
(d) To sell either at public or private sale and upon such terms and
conditions as the Executor may deem advantageous to the estate, any or all
real or personal estate or interest therein owned by the estate severally or
in conjunction with other persons or acquired after my death by the
Executor, and to consummate said sale or sales by sufficient deeds or other
instruments to the purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or liability of the purchaser
or purchasers to see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to make, execute,
acknowledge and deliver any and all deeds, assignments, options or other
writings which may be necessary or desirable in carrying out any of the
powers conferred upon the Executor in this paragraph or elsewhere in my
Will.
(e) To mortgage real estate, and to make leases of real estate.
Page 3
(f) To borrow money from any party, including the Executor, to
pay indebtedness of mine or of my estate, expenses of administration or
inheritance, legacy, estate and other taxes, and to assign and pledge assets
of my estate therefor.
(g) To pay all costs, taxes, expenses and charges in connection
with the administration of my estate.
(h) To make distributions of income and of principal to the proper
beneficiaries thereof, during the administration of my estate, with or
without court order, in such manner and in such amounts as my Executor
deems prudent and appropriate.
(i) To vote any shares of stock which form a part of the estate,
and otherwise to exercise all the powers incident to the ownership of such
stock.
(j) In the discretion of the Executor, to unite with other owners of
similar property in carrying out any plans for the reorganization of any
corporation or company whose securities form a part of the estate.
(k) To disclaim any interest in property which would devolve to me
or my estate by whatever means, including but not limited to the following
means: as beneficiary under a will, as an appointee under the exercise of a
power of appointment, as a person entitled to take by intestacy, as a donee
Page 4
of an inter vivos transfer, and as a donee under a third-party beneficiary contract
(1) To do all other acts in the Executor's judgment deemed
necessary or desirable for the proper and advantageous management,
investment and distribution of the estate.
ITEM VI:
Any person who shall have died at the same
time as I shall have, or in a common disaster with me, or under such
circumstances that the order of our deaths cannot be established by proof, or
within thirty (30) days of my death, shall be deemed to have predeceased me.
ITEM VII: I hereby nominate, constitute and appoint
my parents, EDGAR L. DYSON and JANE M. DYSON, or the survivor ofthem, to
be the Executors, herein collectively referred to as "Executor." In the event of the
death or inability or refusal of both to serve, I nominate, constitute and appoint
JESSE E. FOSSELMAN to be the Executor. The Executor is specifically relieved
from the duty or obligation of filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding four (4) pages, at
the end of each page of which I have also set my initials for greater security and
better identification this I b-tL,. day of n\ A I~(' If ,1998.
t-rL'
.- . I
r{d~~T DYS~~C)/6 /1
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was
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 and in her
presence and in the presence of each other, have hereunto set our hands and seals
the day and year first above written, and we certify that at the time of the
execution thereof, the said Testatrix was of sound and disposing mind and
me~ry~ (~
//' \ (SEAL)
1~~t7')' ( L ~1
\-!tu.{ J 1 1''-<)0 Ujvt)C~ (SEAL)
i
(SEAL)
:'\' IJ /\
Residing at lJ V UA...t., d,L'(J-{
"f\~c~,-- R, ( 'J 0 f'i
.. i!jJ'}4Lt./ "'Ii)'
ResIdmg at rf,"; , p'-/w<L___1. fU c c{
(J (U.AA'l f!A if .r14 /7 ( ( (
. 7'
Residing at ; /7 d It ;+'-
) /'/' , //
1~;;/;;{A-&f(JuL& {// /C5~-3
. I
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF Villi pt",
)
) SS:
)
I, MARGARET DYSON, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will
and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
~~~~ (~~~~"'/ ~j1J'i-hl <SEAL)
Sworn to and subscribed before
me this If.. -r h. day of
/Yio r... l., ,19Rr.
),o7~d' ~. kP~
Notary Public
My Commission Expires:
(SEAL)
Nolarial seako,alY publiC
!vi KenlNo!ln~aupnin coun6b1
!vIalga...~a,;na iINP., ~s sepl. 28. 2
SUSque missien EtP\f . \ Notaries
!vI~ Corn . ~ssocial\OO 0
?,nns~\van"
l.I,mb""
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
h. ) SS:
COUNTY OF VdLc'P 'Vl )
)
We JAlIH '0 i~ lli 6 L" 5liMI 111, /-//J/A/f U
, ,
l/JL /ul, js J.Jq // , the Witnesses whose names are signed to ,the
attached or foregoing instrument, being duly qualified according to law, do depose
and say that we were present and saw Testatrix, MARGARET DYSON, sign and
execute the instrument as her Last Will and Testament; that Testatrix signed
willingly and that she executed said Will as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the
Testatrix signed the Will as Witnesses; and that to the best of our knowledge the
Testatrix was at that time eighteen (18) or more years of age, of sound mind and
and
under no constraint or undue influence.
l\ ,>-~ "'-'-^--.I.~
'- i ----~~
, Witness
L ell I / '//()-1 j~,zl(
Witness
I
" i
"{
/'
!~. I 1~-;7
I -"/, ~'-"/__J
\__ J/i4~$ -d_::~~>~
Witness
Sworn to and subscribed before
me this / Ie t ~day of
/f/(H~ h , 199cr:
~'A.j~. ~
Notary Public
My Commission Expires:
NOlarla\ sea~O\8lY public
M KenworthY, h' county
Margare~anna ,wp" DausPep\~ 28, 2001
SusQuel' . E~p\fes .
My commisslen . f on 01 Notaries
\ip.ff1hef, penns'1\\Ian\8 ASSOCI'3 \
(SEAL)
678531
. Page.! ofl
Detailed Results for Parcel 01-22-0536-007A-UA-1952 in the 2000 Tax Assessment
Database
DjstrictN 0 1
Parcel_ID 01-22-0536-007 A-UA-1952
MapSuffix
HouseNo 1952
Direction
Street CHESTNUT STREET
Ownerl DYSON, MARGARET J
Owner2
PropType R
PropDesc
Liv Area 2264
CurLandVal 0
CurlmpVal 166520
CurTotVal 166520
CurPrefVal
Acreage 0
CIGrnStat
TaxEx 1
SaleAmt 140000
SaleMo 5
SaleDa 21
SaleCe 19
SaleYr 92
DeedBkPage 0035R-00449
YearBlt 1988
HF_File_Date
HF _Approval_Status
http://taxdb.ccpa.net/details.asp?id=01-22-0536-007 A-UA -1952&dbselect=0
6/23/2004
JUN-~8-200~ 10:17
JANNEY MONTGOMERY SCOTT
1".02
61161200.4 09:49:53 ;.M
Account Workbook
Positions
Page: 1
29583865 . DYSON MARGARET JANE
295e-3865 10 0
HB23 CSI 4C
MARGARET JANe DYSON
1952 CHESTNUT STREET MMF Bal
CAMP HILL PA 17011
Total Mar1<.tVal
Total Acet Val
88.583.08 Fund. Available
773.261.83
865.581.21
88.583.08
Q.antitY Nome S mbol CUSIP' MktPriCe Value Tvoe Lac Man
~. ...._".... "230 - 77328S.2ll
1 iiPACHE CORP N'A '. 037411-10-6 43,6300 J~34.90 1 SEG y.~
2 200 AR H COALlNC ACI 03938G-1 -0 .'33T:ioo 326.00 1 -SEG-- Yes
3 200 qQN~EN5R<eY INC . CNX 20854P-l0.9 33.7200 6744.00 1 SEG Yes
'X ,'Y' , .... '200 . DOMINION RES INC VA NEW D 25746U-10-9 63.3600 12 672.00 1 SEG Yes
5 100 EOG RESOURCES INC EOG 26875P-l0.1 582700 5 827.00 1 SEG Yes
6 302.93900 FPA CAPITAL FUND INC FPPTX 302539-10.1 39.3800 11929.74 1 SKF Yes
7 .__ 1.~g FUL]Qt:!.FJN.ANCIALcoBp .f'A ....Fl.!bT._ ___..m<lll:'!'Q:o.. .. __ 19.8l?g~ __~,~~!l.l!!! L._._ .~L Yes
-'8 300 GENL EL.EC CO GE 389604.10.3 32.3600 ..!!~8.oo 1 SEG .Y!l.S_._
9 300 JOHN & JOHNSON JNJ 4781 lG-4 -55.5500 16 65.00 1 . SEG-' Yes
10 100 MERCK & CO INC MRK 589331-10.7 48.3200 4 832.00 1 SlOG' -;;, 'n
- -- Yes
''ff .'...."'. '-400 MiCRoSoFT CORP 'MSFT 594918-10-4 27.7690 f-.l1.107.60 1 SEG Yes
12 200 PEABODY 10 GY CORP BTU 704549-10.4 -. 51,4500 10.290.00 1 -SEG 'Yes'"
13 512 PEf'CO HLOClS INC POM 713291-10.2 18.MOO 9.487.38 1 SlOG Yes
14 500 PLUM CREEK TIMBER CO INC pCL 729251-10-8 32.0300 16.015.00 1 SEG Yes "'.,.
15 200 PUB SVC ENTERPRise' .-.--- 'PEG' . '74457~10:jj 40.4600 8.0\i2:00 T' SEc;" Yes
16 100 ROYAL DUTCH L.EUM RO 78 5.60.4 52.1300 5213.00 1 EG Yes
17 1.000 SOURCE CAPITAL INC SOR 836144-10-5 64.0000 64.000.()() 1 SEG .... Yes
18 200 i TYSON FOODS INCCL')\' . ..... tSN .. 90249~10-3 20.4000 4 080.00 '1 $G yes-.----
19 200 NATURAL RES PARTNERS LP NRP 63900P-1G-3 37.6500 7.530.00 1 SEG Yes
20 15.000 ~~I~t;~~0~10~ ...~. .....,." ....-.. 118673.FX-5 107.3230' ._.__ 16.9~~::.4.~. ...1....___ !l~- No --
21 35:000 ..... 295i;>>-HR:i' . "1'02~"60ri1i' 3~,~61..oo 1 EG r~"!!
22 75.000 -~ '~-'.-.' "--31360H-UU:!j' --')Oil.0150' , 2.587.23 1 ."-~' SEG --
FNMA ooee96 .5 020109 -- No ---
23 25 000 NMA 016739 7.0051507 3 2044-54-2 104.8610' 300.80 1 S No
24 25 000 GNMA 021234 8.0011508 -.- 362049.SX.7 1072520' .n. 120.81 1 ..i;;1;9_ -~~. -
-~ _.___ ..3QJl.OO. GNMA 012363 8.5081506 362038-WV:3' -.. 105~536ii" .-. 21:2':49' i " SlOG No
GNMA'oii715ifs:25'Oi 1505"-' - ,.-......-.--..... -. 362032-5k:.e 103.2410' 37:48 1 . . SEG No
26 25 000
-p _.......~M9.o_ GNMA 013701 8.0 121506 362041.GJ.8 105.1890' 349.95 1 SEG No
28 25 000 GNMA 009110 8.5 011505 362035-01"-9 105.5380' -- 82,37 1 SEG No
29 45 000 GNMA 225772 9.5101517 .. 36218L-W9-2 i 12.39715- 339.34 1 SlOG -.. No ...
30 35.000 GNMA 018058 7.5041507 - . 362043-ZV-6 105.8190' 924.33 1__ ~EG No
31 35.000 GNMA0211309' 8:50811;08'-' 362056.GS-8 107,7150' .Jlj5'1~ +-.. - SEG No
32 35 000 GNMA 223236 .0 31518 -. 3821 -4V-3 If~~ .." 1.109.34 -J---.... -SEG -- Ne
33 57331 GNMA 031206 9.5 061509 362060.1.17-8 110.2320' 2.173.65 1 'SEG'" NO__
34 25 000 GNMA 014175 8.0011507 3620.41.XC-4 106.3710' 334.88 1 SEG No
35 -- _~5.,OOO NMA 006011 8.0 071505 362031.VC.7 103.0860' 168.31 1 SEG No
---36 25 000 GNMA003100 9.011150.4 .,..-.. 362028-NR-9 101.5170' 22.44 1 SEG No
37 30 000 GNMA045252 12.5121s'10..~ ." .. ~07S:-H5-3 113.51340'/1 461.88 1 SEG No
38 .25.000 GN 012 8:0'"681501;- 362032- V".l 103.0860' 61.32 1 6EG... .~~ -
. 39 n.... 25.000 GtftiiA026628 9.0011509 362055-SR-7 1092510. 138.02" ,..... .. SEG No
40 50 000 GNMA 007731--8:5 'O:mS06 ....--.. -. 382033-SU-7 105.5360' 257.01 1 SEG NO'. ...
41 25 000 GNMA 010910 8.0091505 362 31-oP-5 103,0860' . .. "li~~~ r-- SlOG No
42 27 377 GNMA 004790 9.0 121504 362030-K8-3 101.5170' 14.48 1" ....- 'SEG ~o
43 .25..5..00 GNMA 359365 6.5061523 36203U-FE.7 104.4720' .... . 5:196.94 1 S5(j'" No
--'4.1' ... 25,000 GNMA331557 7.5021523 36224L-JA-6 107.9830' 308.1 1 S~'- No'
45. 25.000 i!l:5~3 7.~51JWl.t- -...- .- 36206N.WN-l 107.0380' 1.212. 1 SE(; -N -.......
'!......_-
48 50.000 ...,-- " _. 36203U.Z8-1 107.9830' 5.219.97 1 SEG No..
47 50 000 GNMA010852 .25051506 . ---. 362037-87-7 105.3000' 300.49 1 SlOG No
----..-. 362ii2B:n:5 6929. 1 .."-...
48 80 000 GNMA 001664 8.5 042024 104.0210' SEG ! NO
I--~~- ..,.... .~~M!OO NMA 002443 7.0062027 38202C:WC:3 105.7040' 4.31829 1 SlOG ' NO -- --
..- --'3i!2047.S2.9 --'106.3710' 520.33 1 SEG No
~ 40.000 GNMA 019437 8.0 081507
51 -.-- '50 coif "ij'NMA 013753 8.0111506 382041-Ha-5' 105.1890' ..,- 835.84 1 SEG No
52 GNMA 023141 9.0091508 36 51-WA-8 1"06.4000'" 266.83 1 ... SEG No
53 25.000 GNMA4e6563' 7.5071529 36208R.MA.9 1012990' '---2;&)1,98 1 =~~g .. No
54 35 000 GNMA_551 7,5 0916~8 -, ," ....--. 36209X.H4.5 107.3720' 4557. 1 . ~ "No
55 25 000 GNMA 03-lI5GA 5, 3 ..~.......- 38374C-2R.l 99.8142' _...,ll.m.611 1 E No
GNMA 03-95BA 5.5 082032.." .._. ... - SE No
68 50000 38374E-AA-5 97.7959" 31.686.52 1 ..-...
.."' sf ~ NMA lJ4.14LA 5.5011734 ---- ,.-.- 38374F-KZ-8 96.7780' -30 278.56 1 SEG No
~.., .'-- -.
.-_58 PA W&S 5.4120114 ... :'. .__.!l1~13-FX-1 104.9610' 26.24l!.~ ..1..._.... 'SEG ... No
JUN-1.8-2004" 10: 18
JANNEY MONTGOMERY SCOTT
P.03
6/1812004 09:49:53 AM
Account Workbook
Positions
Pag.:2
29583865 . DYSON MARGARET JANE
,,9~ Name . "Silmbol . cusfP...... -'Mki"Pri.. . .. r;m. Lee M n
.'SS 1 000 HW .0 OS-0118 ss .IN-9 80' 9.535.80 1 SEG Yes
80 25 000 PA ST REF 3.9070119 709141.[)8..5 .- 87.8810' .. 2.1.970.25 1 SEa Yes
61 .. .....~.!tll!lJl. ~sJ.139f'lP .' 6.0021526 91281 (l-EW-4 106:875'0 21.375)jo f' ....~G-. N<>
62 25 000 UST NOT!: 6.5101506 TN06F"- .' . 912827-Z6-2 107.8125 26.95 .13 1 S G No
53 30 000 NO 6.25111628 US28B 91281(l-FF-0 97.1562 29 146.86 1 SEG No
64 150 000 UST NT INFL T 3.0071512 912828-AF-7 J9.!-7.soJl.. 168.762.36 1 ..... sea No ......
65 50 000 UST ~L Tl.~75 07.!5.1~. .......... 912828-B[)'1 98.3750 '50 278.97 1 SEC;" -NO'
66 0.84100 V UEL 5'fR 8100 RE SA " '.~""-.~""-' 670 1 7.1024 5.97 1 SEG No
67 806.36800 FPA PARAMOUNT FO 'Ne FPRAX 302546-1Q..6 12.6100 1oJ!i.a.:M!...M........ ._.."n.... ..y...... ...
TOT~ P.03
Communit~Banks
RE: Margaret J. Dyson
DATE OF DEATH: June 17, 2004
Dear Sir:
Enclosed please find a copy of the information requested on the above
mentioned individual's accounts. The information furnished is on the date of
death, unless otherwise noted.
If you have any questions regarding the given information, please feel free
to contact me.
Sincerely,
DAwn &.unCl.S)
Community Banks
Bookkeeping Department
P.O. Box 350 . Millersburg. PA 17061 . Phone 1-800-331-8362
Communit'lBanks
ACCOUNT NUMBER(S) \~261o I IOS L.\ t..o01 ~cn ~CA
TYPE OF ACCOUNT C h e..dr.\..l""'A Che..~9
DATE OPENED 06- I Lt. COlD 01-2>\ -02
PRINCIPAL BALANCE 2. . '2,8 8.2.(01. <53
ACCRUED INTEREST TILL 1'2-
DATE OF DEATH
BALANCE AT DATE OF 3'6 6.2.(,;>2.2!5
DEATH 2..
MATURITY DATE -
ACCOUNT OWNERSHIP ~^;,,~ S i .....'j \ eo
NAMES OF JOINT OWNER-
SHIP,IF ANY E. L. Dyoon
DATE JOINT OWNER-
SHIP WAS ESTABLISHED
ADDITIONAL INFORMATION
INTEREST RATE o.CC>% O.?..Ok
SIGNATURE l:::u.wn c~
DATE 01-2.1- O-l.
P.O. Box 350 . Millersburg, PA 17061 ' Phone 1-800-331-8362
"~n~om'elry"'"llliia,:':'.':m":'
Scott LLC
:{-:::'~~J,?f':
-1);i;t;:J;'Y~t;i;*li->X~,t;if'tt~~a~';i~;,~-;i'k'_~;t~~~1:~t~;~;~~~~t~4;ll~tt~'ii~
September 14, 2004
Mette Evans & Woodside
Attn: Lisa Knode
PO Box 5950
Harrisburg, PAl 711 0-0950
RE: Account# 2818-6185 Dyson Jt-Ten
Dear Lis:'l..
20 Elford Road
Suite 315
Lemoyae, PA 17043-1109
(717) 73t-4400
fax, (717) 73]-4411
The following is the information you requested on the date of death values for the joint account of Jane
and Margaret Dyson.
Q!!!y Security Cusio#
100 FPL Group Inc 302571-10-4
280.717 FPA Captial FundInc 302539-10-1
40,000 GNMA 317787 8.0041522 36223T-6Y-2
25,000 GNMA 384142 7.5051524 36204Y-WB-5
28,000 GNMA 000410 8.0102022 36202A-N3-7
25,000 GNMA 416553 7.25011526 36206N-WN-1
35,000 GNMA 002054 7.0082025 36202C-H7-1
26,000 GNMA 000545 7.5 122022 36202A-TA-5
25,000 GNMA 001843 7.5062022 36202C-BL-6
25,000 GNMA 404275 8.0081524 36205Y-CL-4
60,000 GNMA 198790 8.0041517 36217N-XT-4
25,500 GNMA 469699 7.0 111528 36209E-X4-9
25,000 GNMA518496 8.0101529 3621IN-7H-5
50,000 GNMA 312575 8.0101521 36223N-FQ-2
70,000 GNMA322798 8.0051522 36224A-RT-0
100,000 GNMA 04-21GA 5.0102032 38374F-V7-6
20,000 PA Turpike Rev 5.00120120 709223-NJ-6
15,000 US TreasNote 3.375041532 91281O-FQ-6
30,000 US Treas Note 4.00 111512 912828-AP-5
Money Market Balance
Total Account Value as of June 17,2004
Price
$ 63.75
$ 39.38
$100.00
$100.00
$100.00
$100.00
$101.00
$100.00
$100.00
$100 00
$100.00
$101.00
$100.00
$100.00
$104.00
$ 96.00
$103.00
$120.5625
$96.3437
Interest
$ 8.04
$ 2.52
$ 3.63
$ 3.65
$ 7.85
$ 4.42
$ 4.63
$ 4.44
$ 5.73
$ 7.41
. $ 3.38
$ 1.43
$ 9.51
$217.78
$ 44.44
Total Value
$ 6,375.00
$]] ,054.64
$ 2,269.43
$ 757.75
$ 1.024.02
$ 1,136.03
$ 2,554.94
$ 1,329.24
$ 1,392.18
$ 1,252.80
$ 1,617.85
$ 2,412.85
$ 954.25
$ 402.97
$ 2,792.54
$94,298.66
$20,644.44
$18,084.38
$28,903.11
~38.508.34
$237,765.42
If I can be of further assistance to you in the handling of this matter, please feel free to contact me at
731-4400.
Sincerely,
~d~
Daphne L. Williams
Sales Assistant to
Alan S. Meminger
. .
Members, NYSE . NASD . slPe
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Margaret J. Dyson
No. 21-04-0627
also known as Margaret Jane Dyson
Date of Death June 17, 2004
late of the Borough of Camp Hill,
Cumberland County, Pennsylvania
, Deceased
Social Security No. 193-36-3011
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of
the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the
valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that
Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the
end of this inventory. Ime verify that the statements made in this Inventory are true and correct. IlWe understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
1.0. No.:
Personal Representative:
James A. Ulsh, Esquire Jane M. Dyson
10169 ~ . 2:'i?'"2--7/
3401 N. Front St., PO Box 5950, Harrisburg, PA 17110 ( '(~::U:~03\~Z \.Qoo.s;-
(717) 232-5000
Name of
Attorney:
Address
Telephone:
DESCRIPTION
!.VALUE
REAL PROPERTY:
.:!
1952 Chestnut Street, Borough of Camp Hill, Cumberland County,
PA; Tax Parcel Number 01-22-0536-007A-UA-1952
." c>)
174,84600
, .,..,..,.
PERSONAL PROPERTY:
,
II
(~~j
-..;
See attached
TOTAL
1,074,714.32
(Attach Additional Sheets If Necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal
representative, include the value of each item, but such figures should not be extended into the total of the Inventory.
419265v1
FClI1T1 PJN-7 (Dauphjn County)-Rev. 9192
ESTATE OF
Marqaret J. Dvson
FILE NUMBER
21 04 0627
"' ITEM
NUMBER
1.230 Shares
Apache Corp. common stock
CUSIP: 037411105
2 200 Shares
Arch Coal, Inc. common stock
CUSIP: 039380100
3 15,000 Par
Bucks Cnty PA Water & Sewer
Auth municipal bond
CUSIP: 118673FX5
CPN 6.375%; DUE 12/01/08
4 200 Shares
Consul Energy, Inc. common
stock
CUSIP: 20854P109
5 200 Shares
Dominion Res, Inc. VA New
common stock
CUSIP: 25746U109
6 100 Shares
EOG Resources, Inc. common
stock
CUSIP: 26875p101
7 35,000 Par
Erie PA Swr Auth municipal
bond
CUSIP: 295533HR7
CPN 5.125%; DUE 06/01/21
8 75,000 Par
FNMA, Pool #006895
CUSIP: 31360HUU3
DESCRIPTION
VALUE AT DATE
OF DEATH
10,034.90
6,626.00
16,098.45
6,744.00
12,672.00
5,827.00
35,861. 00
2,567.23
Estate of: Margaret J. Dyson
Item
No . Description
Value at Date
of Death
CPN 8.5; DUE 02/01/09
DTD 07/01/86
Factor: 0.3266731
9 302.939 Shares
FPA Capital Fund, Inc. 11,929.74
10 806.368 Shares
FPA Paramount Fund, Inc.
CUSIP: 302546106 10,168.30
11 1,143 Shares
Fulton Financial Corp. common
stock
CUSIP: 360271100 22,699.98
12 300 Shares
General Electric Co. common
stock
CUSIP: 369604103 9,708.00
13 80,000 Par
GNMA, Pool #001654
CUSIP: 36202BZT5 6,929.54
CPN 6.5%; DUE 04/20/24
DTD 04/01/94
Factor: 0.08970583
14 50,000 Par
GNMA, Pool #002443
CUSIP: 36202CWC3 4,318.29
CPN 7.0T; DUE 06/20/27
DTD 06/01/97
Factor: o . 08549270
15 25,000 Par
GNMA, Pool #003100
CUSIP: 362028NR9 22.44
CPN 9.0%; DUE 11/15/04
DTD 01/01/75
Factor: 0.00107212
16 27,377 Par
GNMA, Pool #004790
CUSIP: 362030KB3 14.48
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 9.0%; DUE 12/15/04
DTD 02/01/75
Factor: .00078638
17 35,000 Par
GNMA, Pool #006011
CUSIP: 362031VC7 168.31
8.0%; DUE 07/15/05
DTD 07/01/75
Factor: 0.00514984
18 25,000 Par
GNMA, Pool #007012
CUSIP: 362032YH1 61.32
CPN 8.0%; DUE 08/15/05
DTD 09/01/75
Factor: 0.00351413
19 25,000 Par
GNMA, Pool #007150
CUSIP: 3620325K6 37.48
CPN 8.25%; DUE 01/15/05
DTD 10/01/75
Factor: .00209521
20 50,000 Par
GNMA, Pool #007731
CUSIP: 362033SU7 257.01
CPN 8.5%; DUE 03/15/06
DTD 03/01/76
Factor: 0.00521993
21 25,000 Par
GNMA, Pool #009110
CUSIP: 362035DP9 82.37
CPN 8.5%; DUE 01/15/06
DTD 04/01/76
Factor: 0.00341556
22 50,000 Par
GNMA, Pool #010862
CUSIP: 362037B77 300.49
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Dea th
CPN 8.25%; DUE 06/15/06
DTD 06/01/76
Factor: 0.00594214
23 25,000 Par
GNMA, Pool #010910
CUSIP: 362037DP5 118.49
CPN 8.0%; DUE 09/15/05
DTD 11/01/76
Factor: 0.00545893
24 30,000 Par
GNMA, Pool #012363
CUSIP: 362038WY3 212.49
CPN 8.5%; DUE 08/15/06
DTD 10/01/76
Factor: 0.00708929
25 35,000 Par
GNMA, Pool #013701
CUSIP: 362041GJ8 349.95
CPN 8.0%; DUE 12/15/06
DTD 01/01/77
Factor: 0.00985655
26 50,000 Par
GNMA, Pool #013753
CUSIP: 362041H65 835.84
CPN 8.0%; DUE 11/15/06
DTD 11/01/76
Factor: 0.01643301
27 25,000 Par
GNMA, Pool #014175
CUSIP: 362041XC4 334.88
CPN 8.0%; DUE 01/15/07
DTD 01/01/77
Factor: 0.01295744
28 35,000 Par
GNMA, Pool #016056
CUSIP: 362043ZV6 924.33
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 7.5%; DUE 04/15/07
DTD 05/01/77
Factor: 0.02566422
29 25,000 Par
GNMA, Pool *016739
CUSIP: 362044S42 300.S0
CPN 7.0; DUE 05/15/07
DTD 08/01/77
Factor: 0.01591188
30 40,000 Par
GNMA, Pool *019437
CUSIP: 362047S29 520.33
CPN 8.0%; DUE 08/15/07
DTD 08/01/77
Factor: 0.01472092
31 25,000 Par
GNMA, Pool *021234
CUSIP: 362049SX7 120.81
CPN 8.0%; DUE 01/15/08
DTD 02/01/78
Factor: 0.00459976
32 25,000 Par
GNMA, Pool *023141
CUSIP: 362051WAS 266. 63
CPN 9.0%; DUE 09/15/08
DTD 09/01/78
Factor: 0.01000056
33 35,000 Par
GNMA, Pool *026309
CUSIP: 362055GS8 615.16
CPN 8.5%; DUE OS/15/08
DTD 10/01/78
Factor: 0.01664384
34 25,000 Par
GNMA, Pool *026628
CUSIP: 362055SR7 138.02
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 9.0%; DUE 01/15/09
DTD 02/01/79
Factor: 0.00514080
35 57,331 Par
GNMA, Pool #031206
CUSIP: 362060U78 2,173.65
CPN 9.5: DUE 06/15/09
DTD 07/01/79
Factor: 0.3487412
36 30,000 Par
GNMA, Pool #045252
CUSIP: 362076H53 461. 88
CPN 12.5%; DUE 12/15/10
DTD 12/01/80
Factor: 0.01367118
37 35,000 Par
GNMA, Pool #223236
CUSIP: 36218H4V3 1,109.34
CPN 9.0%; DUE 03/15/18
DTD 03/01/88
Factor: 0.02843479
38 45,000 Par
GNMA, Pool #225772
CUSIP: 36218LW92 339.34
CPN 9.5%; DUE 10/15/17
DTD 10/01/87
Factor: 0.00672948
39 25,000 Par
GNMA, Pool #331557
CUSIP: 36224LJA6 308.13
CPN 7.5%; DUE 02/15/23
DTD 02/01/93
Factor: 0.01167895
40 25,500 Par
GNMA, Pool #359365
CUSIP: 36203UFE7 5,196.94
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 6.5%; DUE 06/15/23
DTD 06/01/93
Factor: 0.19551750
41 50,000 Par
GNMA, Pool #359938
CUSIP: 36203UZB1 5,219.97
CPN 7.5%; DUE 11/15/23
DTD 12/01/93
Factor: 0.10651767
42 25,000 Par
GNMA, Pool #416553
CUSIP: 36206NWN1 1,212.08
CPN 7.25%; DUE 01/15/26
DTD 01/01/96
Factor: 0.04536385
43 25,000 Par
GNMA, Pool #458553
CUSIP: 36208RMA9 2,601.96
CPN 7.5%; DUE 07/15/29
DTD 07/01/99
Factor: 0.09711967
44 35,000 Par
GNMA, Pool #484551
CUSIP: 36209XH45 4,557.55
CPN 7.5%; DUE 09/15/28
DTD 10/01/98
Factor: 0.12141380
45 25,000 Par
GNMA, REMIC Ser #03-85GA
CUSIP: 38374C2R1 8,792.66
CPN 5.5%; DUE 02/20/33
DTD 10/01/03
Factor: 0.45209463
46 50,000 Par
GNMA, REMIC Ser #03-95BA
CUSIP: 38374EAA5 31,586.62
- Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
CPN 5.5%, DUE 08/20/32
DTD 11/01/03
Faotor: 0.71252907
47 50,000 Par
GNMA, REMIC Ser #04-14LA
CUSIP: 38374FKZ6
30,278.50
CPN 5.5%; DUE 01/17/34
DTD 02/01/04
Faotor: 0.72337717
48 300 Shares
Johnson & Johnson common stock
CUSIP: 478160104
16,665.00
49 100 Shares
Merck & Co. oommon stock
CUSIP: 589331107
4,832.00
50 400 Shares
~crosoft Corp. common stock
CUSIP: 594918104
11,107.60
51 25,000 Par
Moon Twp. PA Auth Wtr & Swr
muni.cipal bond
CUSIP: 615513FX1
26,240.25
CPN 5.4%; DUE 12/01/14
52 200 Shares
Natural Resources Partners LP
Limited Partnership
CUSIP: 63900P103
7,530.00
53 10,000 Par
North Wales PA Water Auth
municipal bond
CUSIP: 663226JN9
9,535.80
CPN 4.0%; DUE 05/01/16
54 0.841 Shares
Nuveen Sector Port Unit Trust
CUSIP: 67068G201
5.97
Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
55 25,000 Par
PA St Ref 2nd municipal bond
CUSIP: 709141D85
21,970.25
CPN 3.9%; DUE 07/01/19
56 200 Shares
Peabody Energy Corp. common
stock
CUSIP: 704549104
10,290.00
57 512 Shares
Pep co Holdings, Inc. common
stock
CUSIP: 713291102
9,487.36
58 500 Shares
Plum Creek Timber Co., Inc.
common stock
CUSIP: 729251108
16,015.00
59 200 Shares
Public Svc Enterprise Group,
Inc. common stock
CUSIP: 744573106 8,092.00
60 100 Shares
Royal Dutch Petroleum Co.
common stock
CUSIP: 780257804
5,213.00
61 1,000 Shares
Source Capital, Inc. common
stock
CUSIP: 836144105
64,000.00
62 200 Shares
Tyson Foods, Inc. Cl A common
stock
CUSIP: 902494103
4,080.00
63 30,000 Par
U.S. Treasury Bond 5.25%
CUSIP: 912810FFO
29,146.86
CPN 5.25%; DUE 11/15/28
DTD 11/15/98; FC 05/15/99
-. Estate of: Margaret J. Dyson
Item
No. Description
Value at Date
of Death
64 20.000 Par
u.s. Treasury Bond 6.0%
ccrSIP: 912810EW4
21,375.00
CPN 6.0%; DUE 02/15/26
DTD 02/15/96; FC 08/15/96
65 150,000 Par
U.S. Treasury Inflation Index
Note
CUSIP: 912828AF7
168,762.36
CPN 3.0%; DUE 07/15/12
DTD 07/15/02; FC 01/15/03
Factor: 1.04141000
66 25.000 Par
u.s. Treasury Note
CUSIP: 912827Z62
26,953.13
CPN 6.5%; DUE 10/15/06
DTD 10/15/98; FC 04/15/97
67 50.000 Par
U.S. Treasury Note, Inflation
Index
CUSIP: 912828BD1
50,278.97
CPN 1.875%; DUE 07/15/13
DTD 07/15/03; FC 01/15/04
Factor: 1.01950000
68. 1995 Dodge van, equipped with
wheelchair lift; VIN
1B4GH44R1SX509416 17,000.00
VIN #lB4GH44R1SX509416
69. Community Banks Checking
Account #4601897509 8,261.53
Interest accrued to 6/1"'1/2004 0.72
70. Community Banks Checking
Account #1502861105 2.38
7l. Hospi tal bed 3,000.00
72. Janney Montgomery Scott Money
Market Account #2958-3865 92,318.46
73. Motorized wheelchair 6,000.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
UlSH JAMES A
3401 N.FRONT ST.
P.O. BOX 5950
HARRISBURG, PA 17110-0950
___u.__ lold
ESTATE INFORMATION: SSN: 193-36-3011
FILE NUMBER: 2104-0627
DECEDENT NAME: DYSON MARGARET
DATE OF PAYMENT: 03/18/2005
POSTMARK DATE: 03/17/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/17/2004
NO. CD 005095
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $748.28
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$748.28
REMARKS:
CHECK# 735
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
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:
259
3/18/2005
MARGARET T. DYSON
21-2004-0627
JAMES A ULSH, ESQUIRE
3401 N. FRONT ST
p,o. BOX 5950
HARRISBURG, PA 171100950
JA
350.00
Total
$350.00
Qty
1
Fee Description
Additional Probate
Fee
Total:
$350.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Glenda Farner Strasbaugh
Register of WHls
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:
259
3/18/2005
MARGARET 1. DYSON
21-2004-0627
JAMES A. ULSH, ESQUIRE
3401 N. FRONT ST
P.O. BOX 5950
HARRISBURG, PA 171100950
JA
Qty
1
Fee Description
Additional Probate
Fee Total
350.00 $350.00
Total:
$350,00
Olecks should be made payable to the Register of Wills. Terms: Net 30.
Please rerum one copy of this invoice with your payment. Thank you.
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 G ReC\uest
One Courthouse Square seco~................ \
Carlisle, PA 17013 .... 'P!otn'Pt~
(717) 240-6345 1'\ease 'Qa~
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
JAMES A. ULSH, ESQUIRE
3401 N. FRONT ST
P.O. BOX 5950
HARRISBURG, P A 171100950
259
3/18/2005
MARGARET T. DYSON
21- 2004-0627
JA
Qty
1
Fee Description
Additional Probate
Fee Total
350.00 $350.00
Total:
$350.00
1>d ~ 3/13
,.r"',
(-,",
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
</
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
BUREAU OF IHDIVIDllaTIlxES' .
INHERITANCE TAX DH'ISJlJH.
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Y 27 PI,IZ: 35
C1 ~DV I'D
I-ti;;\ 'oj;
ORPHAN'S CC)URT
JAMES ICWSWESQ(, "
METTE ETAL
PO BOX 5950
HBG PA 17110
05-30-2005
DYSON
06-17-200'1
21 0'1-0627
CUMBERLAND
101
Amount Re.i Heel
I.
..
REV-1547 EX AFP (03-05)
MARGARET
J
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 ~
1l~~-M~"Yf.~.m~1.1M'M:'I!t.W.!MftIlrt'AMM.'I'Xl!'."Wll"MMMl':.'lrC[WAM!!'.lIT(.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DYSON MARGARET J FILE NO. 21 0'1-0627 ACN 101 DATE 05-30-2005
I~ an assessment was issued previously. lines 14. 15 and'or 16. 17. 18 and 19 will
re~lect ~igures that include the tatal o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.mmt of Line 14 at Spousal rat. (15)
16. Anount of Line 14 taxable at lineal/Class A rat. (16)
17. A.aunt of Lins 14 at Sibling rat. (17)
18. A.aunt of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
I :
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate ISchedule A)
2. stocks and Bonds (Schedule BJ
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule Fl
7. Tnmsfers (~. S)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/A~. Costs/Misc. Expenses (Schedule Hl
10. Debts/Nortgage Liebilities/Liens ISchedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. Charitable/Governmental B8questSj Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
+
DATE
09-16-2004
03-17-2005
IMIBER
CD004'100
CD005095
INTEREST/PEN PAID 1-)
2,578.95
.00
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I ) CHANGED
III
(2)
(3)
(4)
IS)
(6)
171
17'1,846.00
773.285.23
.00
.00
126.583.09
U8 ,882.71
.00
(8)
00 =
0'15 =
12 =
15 =
119)=
NOTE: To insure proper
credi t to your account I
~it the upper portion
of this forn with your
tax P8YIIfInt.
1,193,597.03
30.71iQ 7?
1,162,827.31
.00
1,162,827.31
.00
52,327.23
.00
.00
52,327.23
52,327.23
.00
.00
.00
I IF TOTAL DUE IS LESS THAN n. NO PA YHENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A wCREDIT" ICR). YDU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIDNS.)
(9)
110)
30,529.15
2'10
57
1111
(12)
(13)
(14)
ISchedule J)
.00 X
1,162,827.31 X
.00 X
.00 X
AHOl/NT PAID
49,000.00
7'i8.28
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
METTE. EVANS & WOODSIDE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
3401 NORTH FRONT STREET
P.O. BOX :59:50
HARRISBURG, PA 1'7110-09:50
DIRECT DIAL
(717) 231-5256
JAMES A. ULSH
IRS NO.
23-198~OO~
E-MAIL ADDRESS
jaulsh@mette.com
TELEPHOl'.'"E
(71 7) 232-~OOO
FAX
(717) 236-1816
HTTP://WWW.METTE.COM
January 11, 2006
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Margaret Dyson, a/k/a Margaret Jane Dyson
File No. 2004-00627
Dear Ms. Strasbaugh:
Enclosed for filing is the original and one (1) copy of a Status Report Under Rule 6.12.
Please file the original and return a date-stamped copy to my attention in the enclosed envelope.
Please note that administration of this estate is complete.
Thank you for your assistance.
Very truly yours,
(~~\; -- ~
\~J^ c) "--(. \
Lisa J. Kn~
Paralegal to James A. Ulsh
" (\
\ i Ii
\--.. 'V\ocX-Q/
LJK:
Enclosures
cc: Jane M. Dyson, Executrix (wI enc.)
C~,
440811 vI
Wyomissing Office 11105 Berkshire Boulevard, Suite 320 I Wyomissing, PA 19610 I Telephone (610) 374-11351 Facsimile (610) 371-9510
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE
STATUS OF THE ESTATE. IF THE ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY
UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MARGARET DYSON. a/k/a MARGARET JANE DYSON
Date of Death: June 17. 2004
Will No. 2004-00627
Admin. No. 21-04-0627
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 [8J No D
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes D No [8J
account is:
b. The separate Orphans' Court No. (if any) for the personal representative's
c. Did the personal representative state an account informally to the parties in
interest? Yes [8J No D
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
O\\\\\G(j
Date:
~ 0-' ~
James Ulsh. Attornev LD. #10169
Name (Please type or print)
3401 North Front Street. P.O. Box 5950
Address
Harrisburg. PA 17110-0950
(717) 232-5000
Telephone
440809vl
Capacity: D Personal Representative
[8J Counsel for Personal Representative
\l~~