HomeMy WebLinkAbout04-0631 PETITION FOR PROBATE and
Estate of Charles C. Chapman, Jr.
also known as To:
Social Security No.
Deceased.
179-12-566~
GRANT OF LETTERS
No. Zl--O' l- ¢31
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/a~:~ 18 years of age or older an the execut or
in the last wilt of the above decedent, dated July 9, 2002
and codicil(s) dated
in the
named
,Xl~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at Church of God Home, Borough of Carlisle,
Cumberland county, PA
(list street, number and muncipality)
Decendent, then 82 years of age, died June 2/4, 200/4 .,~la~X ,
at Church of God Home, Carlisle Borough, Cumberland Cmmty, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: 321 Fifth Street~ New Cumberland Borough,
County, Pennsylvania
50,000.00
120,000.00
Cumberland
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
~?,'~_////JMES' ~RDNER C~NAN ,
= 8/ 101 Sunset View Drive
~'= New Cumberland, PA 17070
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND ; 88
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well/a~td truly administer the estate according to law.
before me this (I . day of ~ [ ~ES ~NER C~ ~
~ - . tt .... . ~
Estate Of Charles C. Chapman, Jr.
, Deceased
DECREE Ok, PROBATE AND ~R2_NT OF LETTERS
AND NOW __ ' , in consideration of the petition on
the reverse side hereof, satisfactory proof having been ?resented before me,
iT [q L~. At.~ED ~b.a~ the instrument(s) dated July 9, 2002
described therein be admitted [o probate and filed of record as the iasr will af Charles C. Chhpman,
Jr.
and Letters Testamentary_
are hereby granted to JAMES GARDNER CHAPMAN
FEES
Probate, Letters, Etc ..........
Short Certificates( )t~..' .......
TOTAL
Filed ...................................
ATTORNEY(Sup. Ct.I.D. No.)
414 Bridge St., New Cumberland, PA 17070
ADDRESS
(717) 774-7435
PHONE
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 photogragh..
Local Registrar
No.
JUN 2 6 2004
Date
~105 43Rev 2/87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ° VITAL RECORDS
CERTIFICA'I'E OF DEATH
J SEX JSOCIAL ECURITY, MBER
· ' ' -- lq __ 5662
, Charles C. Chapman Jr , Male · 17~ r(~D~TEOFDE^IH(MOnth'Da¥'YeaO
· ~.~4June 24, 2D04
I
.bCumberland. Carlisle I~.Church of God Home i~.~,~.~'' , ite
Fuel Oil
,a. Proprietor Service
DECEDENTS
101 Sunset View Drive ACTUAL
RESIDENCE
New Cumberland,PA 17070 (se..,,.~.,
16. on o~he¢ side)
FATHER'S NAME (First. Middle, Last)
,..Charles C. Cha Sr.
m. James G. Cha
21a. O~er (Specify)
IVVuAS DECEDENT EVER IN I DECEDENT'S EDUCATION I MARITAL STATUS - Mare°d,
.S. ARMED FORCES? I (SeecifY °~t hi~el~ ~'ad* ¢°n~cl~ I
/ v..D"l ~.1--1 I E~..~,,S.~.,..~ co~, I ' ' ( fY)
....... I,,. ,-'t2 I' .... '" ,,.wi o bW ,,.
PA
State
~d ,7c. [] Yes. decedent ,red ~n
decedent
,rD. c~ Cumberlandlo.,n,,~p? ,d. lXt No.~=,~nt,,~ Carlisle
lwp
c~ty/boro
DATE OF DISPOSITION
( . Day. Y~
',~.~ne 28, 2004
TIME OF DEATH
IMMEDIATE CAUSE (Final
res~4.~g .~ death)---*, a, .~[lr..
WAS AN AUTOPSY I WERE AUTOPSY FINDINGS I MANNER OF DEATH
PERFORMED? I AVAILABLE PRIOR TO
I
ICOMPLETIOR OF CAUSE I Natu~a~ ~ .om*Ode
I OF DEATH? I Accident [] Pe~ InveslJgat~n
Yes[] No~J~ Yes[] NoD ~L~_~ [] Cou~cI not de Oeterrmrmd
CERTIFIER (Check O~lfy Gee)
IMOTHER'S NAME (First, Mi~Jle. Maiden Surname)
~,. Rose M. Wagner
INFORtA~NT~'S MA~ILING ADDR.ESS.(~trpe(, Cityff~?n, ~tate. Zip
~. u/ aunset view Drive, New Cumberlan,
~)I~Op~.eSPOSITION-Name o~ Cern°leeL Crsmato(y ILOC^T, ON.¢,,,.o~., st... z,, c~
Mt. (livet (~metery I New Cumberland, PA
21c. I 21d.
INAME AND ADDRESS OF FACIt ITY
342-L Ig~.one&MurrayFH408 3rd St.
~e time, dele and place stated
DATE PRONOUNCED DEAD (Month, Day, Year)
LICENSE NUMBER DATE SIGNED
(Month. Day. Yea~)
WAS CASE REFERRED TO A MEDICAL EXAMINER
Y- [] No []
DATE OF INJURY I TIME OF INJURY
,.J~.Y AT ~oR.? I DESCR,BE "O~,.JUR~ OCCURRED
LOCATION (SEEM, City/Town, State)
b~ ~ e~lm~aaon ln~ Inv~ltlon. In my apish, dll~ occad al ~l fl~. ~tl, ~ place. ~d dui to the Causal and
LICENSE NUMBER I DATE SIGNED (Month. Day. Year)
NAME AND ADORESS OF PERSON WHO COMPLETED CAUSE OF DEATH
ep\wills\CHAPMANcharles\6-02
LAST WILL AND TESTAMENT
OF
CHARLES C. CHAPMAN, JR.
I, CHARLES C. CHAPMAN, JR., of the Borough of New'Cumberland,
Cumberland County, Pennsylvania, declare this to be my'~iast will and
revoke any will previously made by me.
ITEM I: I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease from the residue of my estate.
ITEM II: I hereby give and bequeath my hunting rifles, shotguns
and equipment unto my son, JAMES GARDNER CHAPMAN, with instructions
that he allow his brothers and sister to use the same for hunting and
recreational purposes and that the guns be kept in the Chapman family.
ITEM III: I hereby give and bequeath all of my furniture, house-
hold equipment and tangible personal property unto my then living
children, to be divided among them as they may agree, or if they
cannot agree then as my Executor shall determine.
ITEM IV: I direct that my son, JAMES GARDNER CHAPMAN be given an
option to purchase all of my real estate at 321 Fifth Street in the
Borough of New Cumberland for a price of $120,000.00. My said son
shall exercise this option within 90 days after my death, after which
time the option shall expire. My son may have a period of two years
Page 1 of 5
after my death in which to pay the purchase price, during which time
interest at the rate of 5% per annum shall accrue on the unpaid
balance.
ITEM V: I hereby give and bequeath the sum of $2,000.00 to each
of the following named grandchildren provided, however, should any of
the following named grandchildren be indebted to me, the gift shall be
reduced by the amount of the indebtedness. Should the indebtedness
exceed $2,000.00, any balance over $2,000.00 shall be forgiven at my
death: AARON CHAPMAN, GREGORY CHAPMAN, MICHAEL ZEIGLER, JEFFREY
ZEIGLER, and STEVEN ZEIGLER.
ITEM VI: I hereby give, devise and bequeath all the rest,
residue and remainder of my estate, whether real, personal or mixed,
and wheresoever situate, as follows:
A. One-fourth (1/4) in equal shares unto the then living
children of my deceased daughter, CAROL A. ZEIGLER, to wit: MICHAEL
ZEIGLER, JEFFREY ZEIGLER, and STEVEN ZEIGLER.
B. One-fourth (1/4) unto my son, CHARLES ROBERT CHAPMAN, or
if he is not living, then unto his children, JANELL CHAPMAN and
GREGORY CHAPMAN, in equal shares.
C. One-fourth (1/4) unto my son, THOMAS EUGENE CHAPMAN, or
if he is not living, then unto his son, AARON CHAPMAN.
Page 2 of 5
D. One-fourth (1/4) unto my son, JAMES GARDNER CHAPMAN, or
if he is not living, then unto his children, JOEL G. CHAPMAN and
AMELIA C. CHAPMAN, in equal shares.
ITEM VII: I hereby nominate, constitute and appoint as guardian
for any minor who may take a share under this will, the parent of said
minor.
ITEM VIII: I appoint my son, JAMES GARDNER CHAPMAN, Executor of
this my last will. Should my son, JAMES GARDNER CHAPMAN, fail to
qualify or cease to act as Executor, I appoint my son, CHARLES ROBERT
CHAPMAN, Executor of this my last will.
ITEM IX: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his duties in
any jurisdiction.
IN WITNESS WHEREOF, I, CHARLES C. CHAPMAN, JR., have hereunto set
my hand and seal this ~ day of ~~, , 2002.
CHART,ES Co cHAp~AN, JR.~'
SIGNED, SEALED, PUBLISHED and DECLARED by CHARLES C. CHAPMAN,
JR., the Testator above named, as and for his Last Will and Testament,
Page 3 of 5
and in the presence of us, who at his request, in his presence and in
the preser~c~ of each
other, have subscribed our names as witnesses.
iddress
COMMONWEALTH OF PENNSYLVANIA:
: SS:
COUNTY OF CUMBERLAND :
I, CHARLES C. CHAPMAN, JR., the Testator 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 this
instrument as my last will; that I signed it willingly and that I
signed it as my free and voluntary act for the purposes therein con-
tained.
CHARLES C. C .
CHAPMAN, JR., the Testator, this
Sworn to or affirmed to and acknowledged before me by CHARLES C.
~ day of ~ , 2002.
· Notary Pubic
Page 4 of 5
NOTARIAL SEAL
PATRICI-IIA L. YOTEFI, Notary Fu5lic
e~vOCun~berland~oro. Cumi~erland Co
emn~Js~ion ~xpires Nov. 18,
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as
his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no con-
straint or undue influence.
witnesses, this
Sworn to or affirmed to and acknowledged before me by
O~9n-I~''~ ~-~~ and k~ ~ iF__'-j~ , Lc{c_ day of ~~ , 2002.
Notary Pub~~
Page 5 of 5
NOTARIAL SEAl.
?ATRICNIA L. YOTER, No!ary Public
New Cumberland Boro. Cumberland Co.
MX Commi~ion Expires Nov. 18, 2.002
STONE, LAFAYER ~ SHEKLETSKI
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
414 BR~'~WEET
NEW GIII~IBERLA_,NrD, PA 17070
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name ef Decedent: CHARLES C. CHAPMAN, JR.
Date of Death:
JUNE 25, 2004
Will No.
21-04--0631
Te the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) ef the Orphans' Court rules was served en or mailed
to the following beneficiaries ef the above captioned estate en
July 12, 2004.
Charles Robert Chapman
12607 Beech Fern Lane
Bowie, HD 20715
Gregory Chapman
12601 Beech Fern Lane
Bowie, MD 20715
Thomas Eugene Chapman
5330 Gibble Road
Harrisburg, PA 17112
Aaron Chapman
5330 Gibble Road
Harrisburg, PA 17112
James Gardner Chapman
101 Sunset View Drive
New Cumberland, PA 17070
Hichael Zeigler
810 Bridge Street
New Cumberland, PA 17070
Jeffrey Zeigler
3050 Old Trail Rd., Box D-4
York Haven, PA 17370
Steven Zeigler
463 Granite Quarry Road
New Cumberland, PA 17070
Notice has now been given to all persons entitled thereto under
Date:
Dav~!_ , ElFquire
414 Bridge '~treet
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
X
Counsel for Personal
Representative
Est\mis\CHAPMANexercise
IN RE:
ESTATE OF CHARLES C.
CHAPMAN, JR., LATE OF THE
BOROUGH OF NEW CUMBERLAND,
CUMBERLAND COUNTY,
PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2004-00631
EXERCISE OF OPTION
The undersigned, JAMES GARDNER CHAPMAN, hereby exercises the
option to purchase 321 Fifth Street, Borough of New Cumberland,
Cumberland County, Pennsylvania, under the terms and conditions as set
forth in Item IV of the Last Will and Testament of Charles C. Chapman,
Jr.
Sworn to and sub;~gr~bed
before me this '=~k%%
day of September, 2004.
Notary Public
NOTARIAL SEAL I
C~qOL L. TROXELL. Not~ry Public J
!~ Clll~befla~l Ooro. Cumbe~,lan~ Ce. I
Mycemm~mo. Exper. ~C. aT, 2005 1
:/' ~AME's ~ARDNER C~[~MAN
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
CHAPMAN JAMES GARDNER
101 SUNSET VIEW DRIVE
NEW CUMBERLAND, PA 17070
______u fold
ESTATE INFORMATION: SSN: 179-12-5662
FILE NUMBER: 2104-0631
DECEDENT NAME: CHAPMAN CHARLES C JR
DATE OF PAYMENT: 04/15/2005
POSTMARK DATE: 04/15/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/24/2004
NO. CD 005211
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,500.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,500.00
REMARKS: J CHAPMAN
CHECK# 1019
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
, Deceased
No.21 04 0631
Date of Death 6/24/2004
Social Security No. 179-12-5662
Estate of Charles C. Chapman, Jr.
also known as
James Gardrler Chapman
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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. If\Ne
verify that the statements made in this inventory are true and correct If\Ne understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Personal Representative:
Name of
Attomey: David H. Stone, ESQuire
1.0, No.: 39785
James Gardner Cha
Address: 414 Bridge Street
New Cumberland
Telephone: (717) 774-7435
Dated
PA 17070-
Description
Church of God Home-refund
Furniture and household goods to be sold
N
Hunting rifles shotguns and equipment
1500.00
152 shares Met-life stock @ $35.49 per share
5394.48
Money due decedent from Michael Zeigler
800.00
Money due decedent from Jeffrey Zeigler
2,000.00
Total
131,909.48
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
rf\J
Continuation of Inventory
Charles C. Chapman, Jr.
21
04
0631
Page 1
Description of Inventory
Description
Money due decedent from Steven Zeigler
Value
2,000.00
Property located at 321 Fifth St., New Cumberland, Cumberland
County, PA herein giving the son, James Gardner Chapman,
he option to purchase the property @ $120,000
120,000.00
Subtotal $
Grand Total $
122,000.00
131,909.48
REV-1500 EX. (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL)
Cha man Jr. Charles C.
DATE OF DEATH (MM-DO-Year)
DATE OF BIRTH (MM-DD- Year)
OFFICIAl USE ONLY N f\ P 0
FILE NUMBER
2 1 -0 4 0 6 3 1
COONTYCOOE -YEAR- - - NUiiiiER- -
SOCIAL SECURITY NUMBER
1 79- 1 2 - 5 6 6 2
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum (dateoldeathpriorto12-13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under See. 9113(A) (Attach Sell 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
David H. Stone Es uire 414 Bridge Street
FIRM NAME (If Applicable)
Stone La Faver & Shekletski New Cumberland, PA 17070
TELEPHONE NUMBER
717 774-7435
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0.00 X _(15) 0.00
183,328.66 x .045 (16) 8,249.79
0.00 x .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 8,249.79
6/24/2004 5/24/1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[Xl 1. Original Return
D 4. Limited Estate
[Xl 6. Decedent Died Testate (Attach copy oIWoII)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (AUach copy 01 Trust)
D 10. Spousal Poverty Credit (date 01 death belween 12-31-91 and 1-1-95)
(8)
(11)
(12)
(13)
(14)
120,000.00
5,394.48
OFFICIAL USE ONLY
....
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(.)
(1)
(2)
(3)
(4)
(5)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or SoIe-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Properly
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/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
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under See. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
. Ai\),}
4,800.00
1 ,715.00
883;25
-.".,
93,813.41
#.,."1
N
226,606.14
25,338.98
17 ,938.50
43,277.48
183,328.66
183,328.66
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I t Add
ece, en s omPle e ress:
STREET ADDRESS .
101 Sunset View Dnve
.
CITY I STATE I ZIP
New Cumberland PA 17070-
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
8,249.79
Total Credits (A + 8 + C)
(2)
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (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)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
8,249.79
8,249.79
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... D 00
b. retain the rightto designate who shall use the property transferred or its income; ......,................................. D 00
c. retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. D 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?...... ............... ........ ................. ......... ............ ....... ..................... D 00
3. Did decedent own an "in trust for" or payab~;upon death bank account or security at his or her death? ................. D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .............,......................................................................................... 00 D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PA 17070
DATE
ADDRESS
414 Bridge Street
New Cumberland
PA 17070
For dates of death on or atter July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or atter 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) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or atter July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1 ,3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ChaDman. Jr.. Charles. C. 21 04 0631
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 which property would be
exchanged between a wilting buyer and a wilting seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real DrODertv which is iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F.
ITEM
NUM8ER
1
DESCRIPTION
Property located at 321 Fifth St., New Cumberland, Cumberland
County, PA herein giving the son, James Gardner Chapman, the option
to purchase the property @ $120,000
VALUE AT DATE
OF DEATH
120,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
120 000.00
REV-1503 EX + (6-98)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Chaoman. Jr.. Charles. C.
FILE NUMBER
21 04
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0631
ITEM
NUMBER
1
DESCRIPTION
152 shares Met-Life stock @ $35.49 per share
VALUE AT DATE
OF DEATH
5,394.48
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5 394.48
REV-1007 EX + (6-98)
.
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Chaoman. Jr.. Charles. C.
FILE NUMBER
21 04
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
0631
ITEM
NUMBER
1.
DESCRIPTION
Money due decedent from Michael Zeigler
2
Money due decedent from Jeffrey Zeigler
3
Money due decedent from Steven Zeigler
VALUE AT DATE
OF DEATH
800.00
2,000.00
2,000.00
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4 800.00
REV-,l508 EX + (6-98)
'.
- COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Chaoman. Jr.. Charles. C.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 04
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0631
ITEM
NUMBER
1
2
3
DESCRIPTION
Church of God Home-refund
Furniture and household goods to be sold
Hunting rifles shotguns and equipment
VALUE AT DATE
OF DEATH
15.00
200.00
1,500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1 715.00
REV-1509 EX + (6-98)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Chaoman. Jr.. Charles. C.
FILE NUMBER
21 04
0631
If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Charles Robert Chapman
12607 Beech Fern Lane
Son
Bowie, MD 20715-
B James Gardner Chapman
101 Sunset View Drive
Son
New Cumberland, PA 17070-
C
JOINTLY.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY ""OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUOE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL Y-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENl'S INTEREST
1. A,B 11/06/97 Waypoint Bank-Checking Acct. #700034566 2,251.89 33.34 750.78
Princ. $2,251.87. Int. $.02 joint w/James G. Chapman or
C. Robert Chapman
2 A,B 11/03/98 Waypoint Bank-Savings Account #770001065 397.34 33.34 132.47
Princ. $397.28, Int. $.06 joint w/James G. Chapman or
C. Robert Chapman
TOTAL (Also enter on line 6, Recapitulation) $ 883.25
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
0631
ESTATE OF
Chaoman. Jr.. Charles. C.
FILE NUMBER
21 04
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes,
DESCRIPTION OF PROPERTY
ITEM tICLUIlE TIE NAME OF TIE TRAN5FEREE. TIER RflATlONSHP TO DECEDENT ANO DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TlWlSFER. ATTAClI A Cf:RY OF TIE DEED FOR REAl. ESTATE. VALUE OF ASSET INTEREST (IF APPlICAl!lE) VALUE
1 MetLife Contract No. 077904957 AB 84957.46 100. 84,957.46
2. Property located in Abbott Township, Potter County, PA 13,137.60 100. 6,000.00 7,137.60
at assessed value (5520 times CLR 2.38) transferred to
James G. and Denise L. Chapman, his wife, on Lf-;l1-oL/
3 Waypoint Bank-IRA Aeeount, Prine. $1,121.35, Int. $$.87 1,122.22 100. 1,122.22
4 Waypoint Bank-IRA Aeeount #125501940, Prine. $595.67, 596.13 100. 596.13
Int. $.46
0.00
TOTAL (Also enter on line 7 Recapitulation) $ 93813.41
(If more space is needed, insert additional sheets of the same size)
R~V-1511 EX + (12-99)
.
. COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Chaoman. Jr.. Charles. C.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21
04
0631
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
James R. Gingrich-inscription on stone 100.00
Stone Murray Funeral Home-funeral expo 7,327.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Corrvnission Paid:
2. Attomey Fees David H. Stone, Esquire 11,330.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 275.00
5. Accountanfs Fees
6. Tax Retum Preparer's Fees
1 Pinker Assoc.-footcare prior to death 36.55
2 Brockie Parmtech-debt of decedent for medications 618.88
3 Steven M. Zeigler, CPA-2003 inc. tax prep 367
4 PA Dept. of Revenue-underpayment for 2003 11.65
5 Travelers Life & Annuity Ins.-ins. premium 49.66
6 Shellby Casualty Insurance Co.-property ins. 569
7 James G. Chapman-oil, invoices & dumpster 1003.02
8 PNC Bank-check printing fee 27.6
9 Robin Gasperetti-personal taxes 11
10 Robin Gasperetti-real estate taxes on properpty 932.43
11 Robin Gasperetti-school taxes on property 1583.17
12 Verizon-telephone service 6.75
TOTAL (Also enter on line 9, Recapitulation) $ 25,338.98
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Chapman, Jr., Charles, C.
Decedent's Name
Page 1
21 04 0631
File Number
Schedule H. Funeral Expenses & Administrative Costs. B7.
ITEM
NUMBER
AMOUNT
13
14
15
16
17
18
19
20
21
22
23.
24.
25.
26.
DESCRIPTION
Borough of New Cumberland-sewer & trash
PAWC-water services at property
Waste Management-extra trash service
PPL Utilities-electric service at property
UGI-gas service at property
UGI-gas service at property
Borough of New Cumberland-sewer and trash
UGI-gas service
PPL Electric-electric services at property
PAWC-water services at property
Cumberland Law Journal-advertising grant of letters
The Patriot News Co.-advertising grant of letters
Register of Wills-filing Inheritance Tax Return and Inventory
Reserve for closing expenses
123.35
37.48
1 57.62
101.6
26.53
11.69
63.45
18.32
112.15
23.78
75.00
109.30
30.00
200.00
SUBTOTAL SCHEDULE H-B7
1,090.27
REV-1~12 EX + (6-98)
.
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Chaoman. Jr.. Charles. C.
FILE NUMBER
21
04
0631
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 . Church of God Home-personal care
VAlUE AT DATE
OF DEATH
17,938.50
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
17.938.50
REV"513EX'"
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
ChaomalL .Ir. r.h~rIAl': C. 21 04 0631
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)\
1. Charles Robert Chapman Lineal 44,632.16
12607 Beech Fern Lane
Bowie MD 20715-
2 James Gardner Chapman Lineal 44,632.17
101 Sunset View Drive
New Cumberland PA 17070-
3. Thomas Eugene Chapman Lineal 44,632.16
5330 Gibble Road
Harrisburg, PA 17112
4. Michael Zeigler Lineal 15,677.39
810 Bridge Street
New Cumberland, PA 17070
5. Jeffrey Zeigler Lineal 14,877.39
3050 Old Trail Rd., Box D-4
York Haven, PA 17370
6. Steven Zeigler Lineal 14,877.39
463 Granite Quarry Road
New Cumberland, PA 17070
7. Aaron Chapman Lineal 2,000.00
5330 Gibble Road
Harrisburg, PA 17112
ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SldeET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Chapman, Jr., Charles, C.
Decedent's Name
Page 2
21 04 0631
File Number
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
8. Gregory Chapman Lineal 2,000.00
12607 Beech Fern Lane
Bowie, MD 20715
~l. ep\wills\CHAPMAllcharles\6-02
.
H ..
LAST WILL AND TESTAMENT
OF
CHARLES C. CHAPMAN, JR.
I, CHARLES C. CHAPMAN, JR., of the Borough of New Cumberland,
Cumberland County, Pennsylvania, declare this to be my last will and
revoke any will previously made by me.
ITEM I: I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease from the residue of my estate.
ITEM II: I hereby give and bequeath my hunting rifles, shotguns
and equipment unto my son, JAMES GARDNER CHAPMAN, with instructions
that he allow his brothers and sister to use the same for hunting and
recreational purposes and that the guns be kept in the Chapman family.
ITEM III: I hereby give and bequeath all of my furniture, house-
hold equipment and tangible personal property unto my then living
children, to be divided among them as they may agree, or if they
cannot agree then as my Executor shall determine.
ITEM IV: I direct that my son, JAMES GARDNER CHAPMAN be given an
option to purchase all of my real estate at 321 Fifth Street in the
Borough of New Cumberland for a price of $120,000.00. My said son
shall exercise this option within 90 days after my death, after which
time the option shall expire. My son may have a period of two years
Page 1 of 5
, l
after my death in which to pay the purchase price, during which time
interest at the rate of 5% per annum shall accrue on the unpaid
balance.
ITEM V: I hereby give and bequeath the sum of $2,000.00 to each
of the following named grandchildren provided, however, should any of
the following named grandchildren be indebted to me, the gift shall be
reduced by the amount of the indebtedness. Should the indebtedness
exceed $2,000.00, any balance over $2,000.00 shall be forgiven at my
death: AARON CHAPMAN, 'GREGORY CHAPMAN, MICHAEL ZEIGLER, JEFFREY
ZEIGLER, and STEVEN ZEIGLER.
ITEM VI: I hereby give, devise and bequeath all the rest,
residue and remainder of my estate, whether real, personal or mixed,
and wheresoever situate, as follows:
A. One-fourth (1/4) in equal shares unto the then liv~ng
children of my deceased daughter, CAROL A. ZEIGLER, to wit: MICHAEL
ZEIGLER, JEFFREY ZEIGLER, and STEVEN ZEIGLER.
B. One-fourth (1/4) unto my son, CHARLES ROBERT CHAPMAN, or
if he is not living, then unto his children, JANELL CHAPMAN and
GREGORY CHAPMAN, in equal shares.
C. One-fourth (1/4) unto my son, THOMAS EUGENE CHAPMAN, or
if he is not living, then unto his son, AARON CHAPMAN.
Page 2 of 5
I,
II
D. One-fourth (1/4) unto my son, JAMES GARDNER CHAPMAN, or
if he is not living, then unto his children, JOEL G. CHAPMAN and
AMELIA C. CHAPMAN, in equal shares.
ITEM VII: I hereby nominate, constitute and appoint as guardian
for any minor who may take a share under this will, the parent of said
minor.
ITEM VIII: I appoint my son, JAMES GARDNER CHAPMAN, Executor of
this my last will. Should my son, JAMES GARDNER CHAPMAN, fail to
qualify or cease to act as Executor, I appoint my son, CHARLES ROBERT
CHAPMAN, Executor of this my last will.
ITEM IX: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his duties in
any jurisdiction.
IN WiTNESS WHEREOF, I, CHARLES C. CHAPMAN, JR., have hereunto set
my hand and seal this
q
, 2002.
~v~
day of
-~
)( (~-%~ C~C. .. ?
CHARLES C. CHA N, JR.-
SIGNED, SEALED, PUBLISHED and DECLARED by CHARLES C. CHAPMAN,
JR., the Testator above named, as and for his Last Will and Testament,
Page 3 of 5
I'
and in the presence of us, who at his request, in his presence and in
of each other, have subscribed our names as witnesses.
4~, h'^~t~k) .;(
ress
~t ~ ~~;~
Wi nrJs 0
1:1:;/</ (},~ /L
ddress ),
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
I, CHARLES C. CHAPMAN, JR., the Testator 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 this
instrument as my last will; that I signed it willingly and that I
signed it as my free and voluntary act for the purposes therein con-
tained.
c~-t'. ~ ~~
CHARLES C. CHAP N, JR.v
Sworn to or affirmed to and acknowledged before me by CHARLES C.
~
CHAPMAN, JR., the Testator, this
day of :ru'(r
~4- y~
. Notary Pub c
, 2002.
Page 4 of 5
I NOTARIAL SEAL i
PATRICHlA l. YOTER, ~Jolary Public I
NeVI Cumb~rf?nd Bora. Cumberland Co. I
My C.ommlS!lOn Expires Nov. 18,2002
I
. .I[
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
We,
~J\n lc\ s~
,
and k 'a'( P ~ . L uc...k l!:>,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as
his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no con-
straint or undue influence.
~
'.-" -~"'-
es
~ -;e. ~~~i2f
Wl.t.n s
Sworn to or affirmed to and acknowledged before me by
\)pnh'l ~~~
witnesses, this ~ day of
and Y~<t~ "l?. L4C kef
<"3~ ' 2002.
?twkY~
. Notary Publ'
,
Page 5 of 5
I NOTARIAL SEAL
PATRICHIA L YOTER, Notary Public
New Cumberland Bom. Cumberland Co
My CommiS!lon Expires Nov. 18, 2002
Est\mis\CHAPMANexercise
IN RE: ESTATE OF CHARLES C.
CHAPMAN, JR., LATE OF THE
BOROUGH OF NEW CUMBERLAND,
CUMBERLAND COUNTY,
PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2004-00631
EXERCISE OF OPTION
The undersigned, JAMES GARDNER CHAPMAN, hereby exercises the
option to purchase 321 Fifth Street, Borough of New Cumberland,
Cumberland County, Pennsylvania, under the terms and conditions as set
forth in Item IV of the Last Will and Testament of Charles C. Chapman,
Jr.
~ft~ ~.
Sworn to and sub~r~ed
before me this '~~
day of September, 2004.
~~.~
Notary Public
00
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a: PEht6tlVAfM
NOTARIAL SEAl.
CAROL L. TROXell. Notary Public
New Cumberland 8oro. Cumberland Co.
My Commission Expires Dee. 27. 2005
MSN Money - MET Chart: Investor
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35.4300 35.8500 1,288,100
35.4100 35.6000 924,600
35.4700 35.5100 944,900
35.1600 35.5200 2,281,900
35.3000 35.4900 1,381,900
35.0900 35.4300 1,374,900
34.8500 35.4800 1,431,400
34.9400 35.0000 2,136,200
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35.4800 35.4800 1,494,100
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35.7900 36.0500 908,200
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36.0600 36.1500 2,345,800
35.8200 36.4000 1,557,400 A.M ER ITRAD E
35.5800 35.7300 1,160,000 FRE
35.4200 35.5800 1,597,200 TRAD
35.3800 35.8200 1,324,200
35.3000 35.7200 1,513,100
http://moneycentra1.msn.comlinvestor/ charts/chartd1.asp ?Symbol=MET &DateRangeF orm... 3/24/2005
~IWay~i!1J
LOOK FOR US. WE'LL GET YOU THERE.
7/12/2004
STONE LAF AVER & SHEKLETSKI
414 BRIDGE ST PO BOX E
NEW CUMBERLAND P A 17070
The information which you requested on the account(s) of CHARLES C CHAPMAN JR
(Social Security Number 179-12-5662) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name ofJoint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
125501940
RETIREMENT
011383
595.67
.46
596.13
011383
700034566
CHECKING
110697
2251.87
.02
2251.89
770001065
SAVINGS
110398
397.28
.06
397.34
781524300
RETIREMENT
022795
1121.35
.87
1122.22
JTO JTO
JAMES G JAMES G
CHAPMAN OR CHAPMAN OR
SOLE
,., nnn'n'nrr
110398
022795
\
~~~
e-c...~' -
110697 1
~
~~-
1\().1't'U- s&v..,~ k
c. . ~bb-elt ChOf\'Y\~
,... nnnnn"'r
~I\~
~YTS
SENIOR SERVICES REP.
P.O. Box 1711, HARRISBURG. PeNNSYUfANIA 17105-1711
Toll Free 1-866-WAYPOINT (1-866-929-7646) , IN YORK AREA 717/815-4500 ' www.waypointbank.com
08/25/2004 13:47
3035723535
METLIFE
PAGE 01/Bl
I
Individual Bus;+ Operations
Annuity Admlnls\r.llion
P.O. Box 17010 !
DGtl'ler. CO 80217-0010
,
MetLife@
,
August 25, ~004
.
I
i
David Stonei
Attorney at taw
i
I
FACSIMILft: 717-774,3869
I
!
i
RE: Chat\les Chaptnan, Deceased
Metl-ife Contract No. 077904957 AB
i
~
Dear Mr. S~e:
At the requeJt of the MetLife agent Jerry WaIn, I am providing the following infonnation on the
above refer~ced non-qualified annuity contract:
I
I
Val~ as of date of death 06124/04: $84,957.46
!
i
Cost ~asis as of date of death: $55,000.00
!
If you have ai1,y questions regarding your account or the information contained in this letter,
please contact our Customer Service Department at 1-800-638-7732.
i
I
!
Sincerely, :
~
!
Miri Stein~
Field Support;
i
I
i
!
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THIS DEED
MADE THE day of
thousand four (2004).
in the year of our Lord two
BETWEEN CHARLES C. CHAPMAN, JR., by and through his agent, JAMES G.
CHAPMAN, by Power of Attorney dated April 4, 2000,
Grantor,
.'
and
JAMES G. CHAPMAN and DENISE L. CHAPMAN, husband and wife,
Grantees,
WITNESSETH, that in consideration of ONE and NO/100-------------------
--------------($1.00)-----------------------------------------Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the said
Grantor does hereby grant and convey to the said Grantees, their heirs
and assigns,
ALL THAT CERTAIN piece, parcel or tract of land situate, lying and
being in Abbott Township, Potter County, Pennsylvania, bounded and
described as follows:
BEGINNING at a point the same being the Southwest corner of Lot No. 18
containing Sections 5, 7, 3, and 50 in Warrant 5078 in Abbott
Township; thence along the westerly boundary of Lot No. 18 North 51.7
rods to a point therein; thence at right angles thereto along the
centerline of that certain 50 foot right-of-way East 31 rods to a
point; thence at right angles thereto South 51.7 rods to a point in
the southerly boundary of the aforesaid Lot No. 18; thence along said
southerly boundary West 31 rods to the place of BEGINNING. Being a
portion of Lot No. 18 in Warrant 5078 in Abbott Township, Potter
County, Pennsylvania.
ALSO CONVEYING HEREBY a right-of-way over and across a portion of Lot
No. 108 identified as Section 2 in Warrant 5078 from that certain
Township Road 428 to the lands herein described for the purpose of
ingress, egress and regress in common with others.
This conveyance is SUBJECT to a certain 50 foot right-of-way as same
now exists along the westerly boundary of the lands conveyed hereby
-1-
being an extension of that certain right-of-way from the Township Road
428 over and across Section 2 as hereinbefore identified, to the
northerly boundary of the lands conveyed hereby, thence continuing on
a width of 50 feet to the easterly boundary of the lands conveyed
hereby the centerline of which is the northerly boundary of the lands
conveyed hereby, for the purpose of ingress, egress and regress to
other lands of the grantor herein, his heirs or assigns, as well as in
common with others on land adjacent to said right-of-way.
EXCEPTING AND RESERVING all the oil, gas and minerals in, on or under
the subject premises.
This conveyance is SUBJECT to that certain oil and gas lease
heretofore granted to Trend Exploration Limited dated September 18,
1971, and recorded December 13, 1971, in Misc. Docket E-5, Page 47,
records of Potter County.
BEING the same premises which Frank J. Aster and Allen Passerin, under
Power of Attorney dated October 2, 1972, by deed dated October 2,
1972, and recorded October 6, 1972, in the Office of the Recorder of
Deeds in and for Potter County, Pennsylvania, in Deed Book 191, Page
199, granted and conveyed unto Charles C. Chapman, Jr., and Vera V.
Chapman, husband and wife. The said Vera V. Chapman died August 28,
1990, thus vesting title by operation of law in her husband, Charles
C. Chapman, Jr., Grantor herein.
This is a conveyance between parent and child and is exempt from all
realty transfer taxes.
AND the said Grantor hereby covenants and agrees that he will
warrant specially the property hereby conveyed.
-2-
IN WITNESS WHEREOF, said Grantor has hereunto set his hand and
seal the day and year first above written.
Signed, Sealed, and Delivered
in the Presence of
(SEAL)
JAMES G. CHAPMAN, agent for CHARLES
C. CHAPMAN, JR., by Power of Attorney
dated April 4, 2000.
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
On this, the
day of
, 2004, before
me the undersigned officer, a Notary Public, personally appeared,
JAMES G. CHAPMAN, agent for CHARLES C. CHAPMAN, JR., by Power of
Attorney dated April 4, 2000, known to me (or satisfactorily proven)
to be the person whose name is subscribed to the within instrument,
and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal
the day and year first above written.
Notary Public
-3-
I hereby certify that the precise residence and complete post
office address of the within named Grantee is: 101 Sunset View Drive,
New Cumberland, PA 17070.
DATED:
Attorney for
-4-
r.r-r-'......,;-.,--.,-........
BUREAU OF INDIVIOU.i\i 'TAXIls'-')
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
10-03-2005
CHAPMAN JR
06-24-2004
21 04-0631
CUMBERLAND
101
APPEAL DATE: 12-02-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
f~!_~~9~~_!~~~_~~~~______~___~~!~!~_~9~~~_~9~!!9~_~9~_Y9~~_~~f9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES C FILE NO. 21 04-0631 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ZT:5 [''-'T -3
n:.'
-~ I I
~~: 25
DAVID HISTONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
ESQ
PA 17070
ESTATE OF
CHAPMAN JR
TAX RETURN WAS:
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cesh/Benk Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
x) CHANGED
REV-1547 EX AFP (06-05)
CHARLES
C
SEE ATTACHED NOTICE
DATE 10-03-2005
ll)
(2)
(3)
(4)
(5)
(6)
(7)
148,830.12
5.394.48
.00
4,800.00
1.715.00
883.25
93,813.41
(8)
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 Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE:
IT an assessment was issued previously, lines
reTlect Tigures that include the total oT ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at
17. Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDIT :
Lineal/Class A rate
rate
Collateral/Class B rate
+
INTEREST/PEN PAID (-)
.00
DATE
04-15-2005
NUMBER
CD005211
INTEREST IS CHARGED THROUGH 10-18-2005
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
(9)
1l0)
25,338.98
17.938.50
(11)
112)
113)
114)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
255,436.26
43. ')77 48
212,158.78
.00
212,158.78
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
115)
116)
117)
118)
.OOXOO=
212,158.78 X 045-
.00 X 12 =
.00x15=
119)=
AMOUNT PAID
1,500.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
THE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
9,547.15
.00
.00
9,547.15
1,500.00
8,047.15
233.84
8,280.99
Pi-
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV,1470'EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
Charles C Chapman Jr
Sandra J Eslinger
FILE NUMBER
ACN
2104-0631
101
ITEM
SCHEDULE NO.
A 1
EXPLANATION OF CHANGES
The value of the real estate is increased form $120,000.00 to $148,830.12 as escrow for
inheritance tax is not an allowable deduction.
ROW
Page 1
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STONE LAFAVER & SHEKLETSKI
ATTORNEYS AT LAW
DAVID H. STONE
GERALD J. SHEKLETSKI
ELIZABETH B. STONE
414 BRIDGE STREET
POST OFFICE BOX E
NEW CUMBERLAND. PA 17070
www.stonelaw.net
OF COUNSEL
CHARLElS H. STONE
JON F; LAFAVER
October 14, 2005
TELEPHONE! (717) 774-7435
FACSIMILE :(717) 774-3869
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
RE: Estate of Charles C. Chapman, Jr.
No. 21-04-0631
Greetings:
Enclosed please find estate check #1013 in the amount of
$8,280.99 representing payment for Inheritance tax due for the
above mentioned estate.
Please send the receipt to my office In the stamped
addressed envelope enclosed.
Your attention to this request is certainly appreciated.
Very truly yours,
STONE LaFAVER & SHEKLETSKI
/(
DHS/tmb
Enclosures
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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
NO. CD 005899
STONE DAVID HEAN
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
nnn__ fold
101
,
$8,280.99
I
ESTATE INFORMATION: SSN: 179-12-5662
FILE NUMBER: 2104-0631
DECEDENT NAME: CHAPMAN CHARLES C JR
DATE OF PAYMENT: 10/17/2005
POSTMARK DATE: 10/14/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/24/2004
TOTAL AMOUNT PAID:
$8,280.99
REMARKS:
CHECK# 1013
SEAL
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAL)GH
REGISTER OF WillS
REGISTER OF WILLS
REV.,\'SOO EX... t6-QQ)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Cha man Jr., Charles C.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 4 0 6 3 1
'C<luN"rYCOOE" -VEAR- - - NUMBER- -
SOCIAL SECURITY NUMBER
1 7 9 - 1 2 - 51 6 6 2
THIS RETURN MUST BE FilED IIiI DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (~*e otdeath prior 10 12-13-82)
o 5. Federal Estate Tax R~lurn Required
_ 8. Total Number of SafalDeposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE 01 ECTED TO:
NAME COMPLETE MAILING ADDRESS
David H. Stone, Es uire 414 Bridge Street
FIRM NAME (If Applicable)
Stone LaFaver & Shekletski
TELEPHONE NUMBER
7177747435 New Cumberland iPA 17070
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0.00 X _(15) 0.00
27,052.28 x .045 (16) 1,217.35
0.00 x .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 1,217.35
06/24/2004 OS/24/1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
o 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of Willi
o 9. Litigation Proceeds Received
IXl 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ot Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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
(Schedule G or L)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/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
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
l USE ONLY.
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27,067.28
(8)
27,067.28
15.00
(11)
(12)
(13)
15.00
27,052.28
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(14)
27,052.28
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Add
ece ents om pi ete ress:
STREET ADDRESS
CITY I STATE I ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
1,217.35
Total Credits (A + 8 + C)
(2)
0.00
3. Interest/Penalty if applicable
O. Interest
E. Penalty
0.00
Total Interest/Penalty (0 + E) (3)
4. If line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
1,217.35
1,217.35
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes Nllll
a. retain the use or income of the property transferred; ........................................................................... 0 I
~: ~::::~ :h~e~;~~i:~:~s:~~e~=s~~~ ~.~~.I~ .~~~. ~~.~. :.~~~~.rtfi:~n~fu7o~~;n~:,;. .... ... ..... ... ..... ... ........ ... ..... 80 .
d. receive the promise for life of either payments, bene Its or care. .............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?..................... ... ............... ............................................... ........ 0 rnJ
3. Did decedent own an "in trust forn or payable upon death bank account or security at his or her death? ................. 0 m
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF!THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complett',
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. . ,
SIGNATURE OF PERS SPONSIBLE FOR F ING RETURN DATE
SIGNATURE
ADDRESS
P A 17070
DATE
~.
ADDRESS
PA 17070
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 ~pouse is 3%
[72 P.S. 99116 (a) (1.1) (i)). '
,
For dates of death on or after January pi J\ LJe of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9,9116 (a) (1.1) (ii)].
The statute does not exempt a transfE ~ II ~ tutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only bene'
For dates of death on or after July 1, ./1 .MS)
The tax rate imposed on the net valu "7
or a stepparent of the child is 0% (7~
The tax rate imposed on the net val' ~nt's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [721'.S. 99116(a)(1)J.
The tax rate imposed on the net value VI UU.._._. ent's siblings is 12% [72 P.S. 99116(a)(1.3)). A sibling is defined, under Section 9102. as an
individual who has at least one parent in common with the deceaem, WtIt7l1_ wy blood or adoption.
,
:me years of age or younger at death to or for the use of a natural parent" $n adoptive parent.
11
I,
REV-~5~O EX + (6-98)
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Chaoman. Jr.. Charles C.
FILE NUMBER
21 04
0631
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTiON OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSfEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE Of TRANSfER ATTACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Met-Life Annuity-beneficiaries are all living chidren as 27,067.28 100. 27,067.28
follows: Charles Robert Chapman, Thomas Eugene
Chapman, and James Gardner Chapman
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,
i
;
\
,
I'I
TOTAL (Also enter on line 7 Recapitulation) $ 27,067.28
(If 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
Chaoman. Jr.. Charles C.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
II
FILE NUMBER
21
04
0631
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees
3. Family Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills-filing Sup. Inheritance Tax Return 15.00
"
TOTAL (Also enter on line g, Recapitulation) $ 15.00
(If more space is needed, insert additional sheets of the same size)
REV"''''E''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
II
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Ch:mman Jr. r.h~r1p.!'; r.. 21 04 0631
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Charles Robert Chapman Lineal 9,017.43
12607 Beech Fern Lane
Bowie, MD 20715
2. Thomas Eugene Chapman Lineal 9,017.43
5330 Gibble Road
Harrisburg, PA 17112
3. James Gardner Chapman Lineal 9,017.42
101 Sunset View Drive
New Cumberland, PA 17070
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-150a COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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~p\Wllls\:~APt~Jrcharles\6-02
LAST WILL AND TESTAMENT
OF
CHARLES C. CHAPMAN, JR.
11
I, CHARLES C. CHAPMAN, JR., of the Borough of New Cumbe~land,
+
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Cumberland County, Pennsylvania, declare this to be my last will and
revoke any will previously made by me.
ITEM I: I direct that my Executor hereinafter named sh~ll pay
all my just debts and funeral expenses as soon as convenientl~ may be
done after my decease from the residue of my estate.
ITEM II: I hereby give and bequeath my hunting rifles, spot guns
and equipment unto my son, JAMES GARDNER CHAPMAN, with instr~~tions
that he allow his brothers and sister to use the same for hu~ting and
recreational purposes and that the guns be kept in the Chapman family.
, ,
ITEM III: I hereby give and bequeath all of my furnitur~t house-
I
hold equipment and tangible personal property unto my then l~ting
children, to be divided among them as they may agree, or if ~~ey
cannot agree then as my Executor shall determine.
ITEM IV: I direct that my son, JAMES GARDNER CHAPMAN be :given an
option to purchase all of my real estate at 321 Fifth Street ~n the
Borough of New Cumberland for a price of $120,000.00. My sai~ son
shall exercise this option within 90 days after my death, aft~r which
time the option shall expire. My son may have a period of twoi years
Page 1 of 5
:11
III
i
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after my death in which to pay the purchase price, during which time
interest at the rate of 5% per annum shall accrue on the unpaid
balance.
ITEM V: I hereby glve and bequeath the sum of $2,000.00 to each
of the following named grandchildren provided, however, shou~d any of
the following named grandchildren be indebted to me, the gif~ shall be
I
reduced by the amount of the indebtedness. Should the indebbedness
exceed $2,000.00, any balance over $2,000.00 shall be forgiven at my
I
i
I
death: AARON CHAPMAN, GREGORY CHAPMAN, MICHAEL ZEIGLER, JEFFR~Y
I
ZEIGLER, and STEVEN ZEIGLER.
ITEM VI: I hereby give, devise and bequeath all the res,
residue and remainder of my estate, whether real, personal or mixed,
and wheresoever situate, as follows:
A. One-fourth (1/4) in equal shares unto the then living
children of my deceased daughter, CAROL A. ZEIGLER, to wit: MtCHAEL
ZEIGLER, JEFFREY ZEIGLER, and STEVEN ZEIGLER.
B. One-fourth (1/4) unto my son, CHARLES ROBERT CH4PMAN, or
if he is not living, then unto his children, JANELL CHAPMAN and
GREGORY CHAPMAN, in equal shares.
C. One-fourth (1/4) unto my son, THOMAS EUGENE CHA~MAN, or
if he 1S not living, then unto his son, AARON CHAPMAN.
Page 2 of 5
j Ii
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II
D. One-fourth (1/4) unto my son, JAMES GARDNER CHAPMAN, or
if he is not living, then unto his children, JOEL G. CHAPMAN and
AMELIA C. CHAPMAN, in equal shares.
ITEM VII: I hereby nominate, constitute and appoint as guardian
for any minor who may take a share under this will, the pareht of said
minor.
ITEM VIII: I appoint my son, JAMES GARDNER CHAPMAN, Executor of
this my last will. Should my son, JAMES GARDNER CHAPMAN, fail to
qualify or cease to act as Executor, I appoint my son, CHARLtS ROBERT
CHAPMAN, Executor of this my last will.
ITEM IX: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his duties in
any jurisdiction.
my hand and seal this
q
day of
~<J'(r
, 2002.
l
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IN WITNESS WHEREOF, I, CHARLES C. CHAPMAN, JR., have hereunto set
? ~
)( C<;..~ C)C:~___,?
CHARLES C. CHA N, JR.~
SIGNED, SEALED, PUBLISHED and DECLARED by CHARLES C. CHAPMAN,
JR., the Testator above named, as and for his Last Will and T~stament,
Page 3 of 5
)
I
II
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and in the presence of us, who at his request, in his presence and in
of each other, have subscribed our names as witnesses.
4~liW-~,~k) ;( I..
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ress i
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ddress
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
I, CHARLES C. CHAPMAN, JR., the Testator whose name is s!igned to
the attached or foregoing instrument, having been duly qualified
according to law do hereby acknowledge that I signed and exec~ted this
instrument as my last will; that I signed it willingly and that I
signed it as my free and voluntary act for the purposes therein con-
tained.
C:~.~ c ~~ --~ :-L
CHARLES C.. C~~ JI ./
Sworn to or affirmed to and acknowledged before me by CHARLES C.
CHAPMAN, JR., the Testator, this
"\ day of
:ru'(r
y~
Pub c
.' 2002.
........-)
~A
Notary
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Page 4 of 5
I NOTARIAL SEA.L -I
PATRICHIA l. YOTER Nolerv PubJi" !
New Cumb.erland Bora. 'Cumberland .C~JI
My c.omm)~ion Expires Nov. 18, 2002
:'1
II
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
We,
~hn tc.\ S~
and ka'f~ ~. Lu..c-ke~:
signed to the attached or fore4oing
the witnesses whose names are
instrument, being duly qualified according to law, depose an~ say that
we were present and saw Testator sign and execute the instru~ent as
his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator wa~ at that
time eighteen or more years of age, of sound mind and under no con-
straint or undue influence.
~l~
es
~-'-~. ~
Wit:n s
Sworn to or affirmed to and acknowledged before me by
\)pn /V1 '-\~
and k'~ly'~ 1<. . LL.tc kef{
~~ ' 2002.
!ltwkYJj~
Notary PUbyc
witnesses, this ~ day of
Page 5 of 5
j NOTARIAL SEAIL
I PATRICHIA L YOTER, Nof(jry Public
New Cum~rl~(j Bom. Cum~erland Co.
My CommlS!/on Expires NOM 18, 2002
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MetLife
October 26, 2005
DAVID STONE, ATTORNEY
414 BRIDGE ST
NEW CUMBERLAND PA 17070
RE: Metropolitan Life Insurance Company
Contract#: 007 061 779 MA
Deceased: Charles Chapman
Dear Mr Stone
This is in response to a request for information on the above contract.
The date of death value of the contract (June 24, 2004) was $27,067.28. The cost basi~
in the contract was $14,652.26.
The contract lists four beneficiaries, C Robert Chapman, Carol Zeigler, Thomas
Chapman, and James Chapman.
Upon receipt of the claim forms, we processed three fourths of the contract value to C
Robert, Thomas, and James. The death claim was processed July 7, 2004. The value
prior to the claim payment on that date was $27,105.74. After processed to three
beneficiaries, there was $6776.43 remaining in the contract for the last beneficiary, Car'Q1
Zeigler. i
On July 15, 2004 we received a copy of the obituary for Carol Zeigler showing she
predeceased Charles Chapman. At that time the remaining contract value was
$6,782.35. This was paid out in equal shares to the three surviving beneficiaries.
If you have any questions, please feel free to call our toll free number, 1-800-638-7732.
One of our Customer Service Representatives will be happy to assist you.
Sin~.c~reIY .~.. .
0. .~. .,
~~ I"
Diane Kosechata, ACS, ALHC
Payout Specialist IV
Annuity Operations
918-252-8864
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
II
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STONE DAVID HEAN
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
_n__~n fold
ESTATE INFORMATION: SSN: 179-12-5662
FILE NUMBER: 2104-0631
DECEDENT NAME: CHAPMAN CHARLES C JR
DATE OF PAYMENT: 11/04/2005
POSTMARK DATE: 11/04/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/24/2004
NO. CD 005969
ACN
ASSESSMENT
CONTROL
NUMBER
\
I
AMOU~T
I
\
i
~----~--
101 I $1,217. 35
I \
I I.
!
I
I !
!
I \
I \
I
I \
I I
II
I I
I
TOTAL AMOUNT PAID:
$ 1 ,21 7.3\5
I
REMARKS:
CHECK#1034
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
I
I
I
i
I
I
GLENDA FARNER STRASBAU~H
REGISTER OF WILLS
BUREAU OF INDIVIDUAL-'Tiies'-rr
INHERITANCE TAX DIVISION '
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
2r ~ ~ ~.
" ii,
j ..,.
I,: 03
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-07-2005
CHAPMAN JR
06-24-2004
21 04-0631
CUMBERLAND
101
CHARLES
C
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
Amount Remitted
PA 17070
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 form with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
4-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF FILE NO. ACN DATE
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND. IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-03-2005
PRINCIPAL TAX DUE: 9,547.15
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-15-2005 CD005211 .00 1,500.00
10-14-2005 CD005899 229.43- 8,280.99
TOTAL TAX CREDIT 9,551.56
BALANCE OF TAX DUE 4.41CR
INTEREST AND PEN. .00
If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 4.41CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~
12-12-2005
CHAPMAN JR
06-24-2004
21 04-0631
CUMBERLAND
101
APPEAL DATE: 02-10-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~YI_~~9~~_I~~~_~~~~------~--_~~!~!~_~9~~~_~9~!!9~_E9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES C FILE NO. 21 04-0631 ACN 101
BUREAU OF INDIVIDUAL-fAXES
INHERITANCE TAX DIVISloN - -
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
2C=J5 DEe J G
P" If"':! "-1'.-
", ,,' ~'O
!'I k." v
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLe,";:
~_',r-~< !,~ \ ~'e,
ni-'rJ-',.! '.J '::
DAVID H rS ~&mE:IESQ
STONE E-rALl' ' ,
414 BRIDGE ST
NEW CUMBERLAND
PA 17070
ESTATE OF
CHAPMAN JR
REV-1547 EX AFP (06-05)
CHARLES
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 12-12-2005
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
..~ 'U;"~...r I (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
04-15-2005 ~ CD005211 .00 1,500.00
10-14-2005 " CD005899 .00 8,280.99
11-04-2005 CD005969 233.84- 1,217.35
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-05-2005 TOTAL TAX CREDIT 10,764.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. 32.43
TOTAL DUE 32.43
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Hortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
.00
.00
.00
.00
.00
27,067.28
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
15.00
.00
(11)
(12)
(13)
(14)
NOTE:
.00 X
239,211.06 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
27,067.28
15 00
27,052.28
.00
239,211.06
.00
10,764.50
.00
.00
10,764.50
pt
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STONE DAVID HEAN
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
______n fold
ESTATE INFORMATION: SSN: 179-12-5662
FILE NUMBER: 2104-0631
DECEDENT NAME: CHAPMAN CHARLES C JR
DA TE OF PAYMENT: 12/16/2005
POSTMARK DATE: 12/1 5/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/24/2004
REMARKS:
CHECK# 41940
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 006118
AMOUNT
$32.43
$32.43
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
STONE LAFAVER & SHEKLETSKI
ATTORNEYS AT LAW
DAVID H. STONE
GERALD J. SHEKLETSKI
ELIZABETH B. STONE
414 BRIDGE STREET
POST OFFICE BOX E
NEW CUMBERLAND. PA 17070
www.stonelaw.net
OF COUNSEL
CHARLES H. STONE
JON F. LAFAVER
December 15, 2005
TELEPHONE (717) 774-7435
FACSIMILE (717) 774-3869
Register of wills
Cumberland County Courthouse
Carlisle, PA 17013
RE: Estate of Nancy H. Goodall
No. 21-05-0261
Greetings:
Enclosed please find an original and one copy of the
Inheritance Tax Return and Inventory for the above mentioned
estate. Please clock in the copy of the Inventory and send it
back to my office along with any receipts in the enclosed stamp
addressed envelope.
Also, enclosed is check #1557 In the amount of $30.00 for
filing the return and inventory.
I am also enclosing a check in the amount of $32.43 on the
Charles C. Chapman, Jr. Estate for additional tax due and a
Status Report for the Estate of Margaret E. Miller. Please clock
in the copy and send it back to my office.
Your attention to this matter lS certainly appreciated.
Very truly yours,
SHEKLET~~I
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BUREAU OF INDIVIDUAL TAxES
INHERITANCE TAX DIVISION .
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-09-2006
CHAPMAN JR
06-24-2004
21 04-0631
CUMBERLAND
101
CHARLES
C
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 form with your tax payment.
CUT ALONG THIS LINE
~
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT *--
ESTATE OF CHAPMAN JR CHARLES C FILE NO.21 04-0631 ACN 101 DATE 01-09-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-12-2005
PRINCIPAL TAX DUE: 10,764.50
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-15-2005 CD005211 .00 1,500.00
10-14-2005 CD005899 .00 8,280.99
11-04-2005 CD005969 233.84- 1,217.35
12-15-2005 CD006118 32.43- 32.43
TOTAL TAX CREDIT 10,764.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II 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" (CR1,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 1
.~
I'
1
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Charles C. Chapman, Jr.
Date of Death: June 24, 2004
Will No.
21-04-0631
To the Register:
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.
Yes ~
State whether administration of the estate is complete:
No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes~ No
Date:
(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. ~
i;)....I~I.or
Dav.,..... e, qUi-re
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
"\
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Capacity:
Personal Representative
X
Counsel for Personal
Representative
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II
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est\rel\CHAPMANthomas
,
(
IN RE: ESTATE OF CHARLES C.
CHAPMAN ,TR.
LATE OF THE BOROUGH OF
CARLISLE, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0631
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, THOMAS EUGENE CHAPMAN,
being one of the beneficiaries under the will of CHARLES C. CHAPMAN,
JR., do hereby acknowledge that I have received all sums of money and
property due me by virtue of the death of CHARLES C. CHAPMAN, JR., in
full satisfaction and settlement of all of my rights and claims under
his estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution In any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed In a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, THOMAS EUGENE CHAPMAN, do by these presents,
remise, release, quitclaim and forever discharge the Executor, his
heirs, successors and assigns, from the acts of the Executor as afore-
.
,
.'1
said, and of and from all actions, suits, payments, accounts, reckon-
ings, claims, and demands whatsoever, for or by reason thereof, or any
other act, matter, cause or thing whatsoever, and I do hereby consent
to the discharge of the said Executor.
day
IN WITNESS WHEREOF,
of ~~to,.&'v
.'7l~
I have hereunto set my hand and seal the
, 2005.
Witness
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF
( ~~~1I1D1J
SS:
On this, the ,1h
day of ~/\-I"~v
, 2005, before
me a Notary Public, the undersigned officer, personally appeared
THOMAS EUGENE CHAPMAN, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument and
acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the day
and year first above written.
~
Notary Public
r',""\),
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II.
est\rel\CHAPMANcharles
IN RE: ESTATE OF CHARLES C.
CHAPMAN, TR..
LATE OF THE BOROUGH OF
CARLISLE, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0631
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, CHARLES ROBEFT CHAPMAN,
being one of the beneficiaries under the will of CHARLES C. CHAPMAN,
JR., do hereby acknowledge that I have received all sums of money and
property due me by virtue of the death of CHARLES C. CHAPMAN, JR., in
full satisfaction and settlement of all of my rights and claims under
his estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution In any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, CHARLES ROBERT CHAPMAN, do by these presents,
remise, release, quitclaim and forever discharge the Executor, his
heirs, successors and assigns, from the acts of the Executor as afore-
.
~
said, and of and from all actions, suits, payments, accounts, reckon-
lngs, claims, and demands whatsoever, for or by reason thereof, or any
other act, matter, cause or thing whatsoever, and I do hereby consent
to the discharge of the said Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the~
day of IJCJv'
, 2005.
,rhA'; fszl
~ tness
C~~K~ca
CHARLES ROBERT CHAPMAN ~
STATE OF MARYLAND
COUNTY OF If;j;te. /klAU d t".1
SS:
On this, the
el9
, 2005, before
-f~o V eY'lA. /; e r
.
day of
me a Notary Public, the undersigned officer, personally appeared
CHARLES ROBERT CHAPMAN, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument and
acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the day
and year first above written.
'6 i ~
l} /M'{f'/Lt'J OA.l AhA':
/ No ry Public
-2-
est\rel\CHAPMANjames
IN RE: ESTATE OF CHARLES C.
CHAPMAN, TR.
LATE OF THE BOROUGH OF
CARLISLE, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0631
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, JAMES GARDNER CHAPMAN,
being one of the beneficiaries under the will of CHARLES C. CHAPMAN,
JR., do hereby acknowledge that I have received all sums of money and
property due me by virtue of the death of CHARLES C. CHAPMAN, JR., in
full satisfaction and settlement of all of my rights and claims under
his estate.
I further declare, intending to be legally bound, that I hereby
walve my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed In a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, JAMES GARDNER CHAPMAN, do by these presents,
remise, release, quitclaim and forever discharge the Executor, his
heirs, successors and assigns, from the acts of the Executor as afore-
said, and of and from all actions, suits, payments, accounts, reckon-
ings, claims, and demands whatsoever, for or by reason thereof, or any
other act, matter, cause or thing whatsoever, and I do hereby consent
to the discharge of the said Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the ~+.(
day of
O$6~A ~
, 2005.
Witness
~
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF Q~e1-LMVj)
On this, the ~ ~ day of
()dhtu/
, 2005, before
me a Notary Public, the undersigned officer, personally appeared JAMES
GARDNER CHAPMAN, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowl-
edged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the day
and year first above written.
;Z;;!;,>YY\ ~
Notary Public
etj . P VANIA
NOTARIAC SEAL
TIN Ii M. BURKEY, Notary Public
New Cumberland Boro, Cumberland Co,
My Commission Expires April 15, 2009
-2-
f
II
est\rel\CHAPMANjeffrey
IN RE: ESTATE OF CHARLES C.
CHAPMAN, TR.
LATE OF THE BOROUGH OF
CARLISLE, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0631
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, JEFFREY ZEIGLER, being
one of the beneficiaries under the will of CHARLES C. CHAPMAN, JR., do
hereby acknowledge that I have received all sums of money and property
due me by virtue of the death of CHARLES C. CHAPMAN, JR., in full
satisfaction and settlement of all of my rights and claims under his
estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, JEFFREY ZEIGLER, do by these presents, remise,
release, quitclaim and forever discharge the Executor, his heirs,
successors and assigns, from the acts of the Executor as aforesaid,
r,
and of and from all actions, suits, payments, accounts, reckonings,
claims, and demands whatsoever, for or by reason thereof, or any other
act, matter, cause or thing whatsoever, and I do hereby consent to the
discharge of the said Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
day ot1~f\U\\~~
y'th
, 2005.
"-
wif~e~ tj"'l
~~~
JE./ R~ '.. ft GLER
COMMONWEALTH OF PENNSYLVANIA:
COUNTY O~ClLl~lln
SS:
On this, the
~~
day Of\\lf\\tnlM(
I
, 2005, before
me a Notary Public, the undersigned officer, personally appeared
JEFFREY ZEIGLER, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowl-
edged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the day
and year first above written.
--m---.-N~~I Seal ----.---
. Vickie l. Kulp, Notary Public i
! Susquehanna Twp., Dauphin County I
'--""7 My <??~~~ion Expires Dec. 24, 2005 ,
:(;~~1"1~\:;,; P?nn:;\+.,'r:, ,,;:?A'sSfj(~~e~f~'\;'l Of Notaik-;s
'-tJ..L/Jiu-" y, ~ Vi,,)
Notary Public I
-2-
II
est\rel\CHAPMANsteven
IN RE: ESTATE OF CHARLES C.
CHAPMAN, rR.
LATE OF THE BOROUGH OF
CARLISLE, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0631
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, STEVEN ZEIGLER, being one
of the beneficiaries under the will of CHARLES C. CHAPMAN, JR., do
hereby acknowledge that I have received all sums of money and property
due me by virtue of the death of CHARLES C. CHAPMAN, JR., in full
satisfaction and settlement of all of my rights and claims under his
estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, STEVEN ZEIGLER, do by these presents, remise,
release, quitclaim and forever discharge the Executor, his heirs,
successors and assigns, from the acts of the Executor as aforesaid,
II
I
and of and from all actions, suits, payments, accounts, reckonings,
claims, and demands whatsoever, for or by reason thereof, or any other
act, matter, cause or thing whatsoever, and I do hereby consent to the
discharge of the said Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
day of NDJg',l.-t~""""
JL
, 2005.
, //}
--~~ ..-1. _ d
I . t:i-c..-~"~>~
! Wl tness
~~~
STEVEN ZEI ER
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF )?oJ(...j/"
SS:
On this, the
,-!L
day of
;eJcv 6"'-l:,.~
I
, 2005, before
me a Notary Public, the undersigned officer, personally appeared
STEVEN ZEIGLER, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowl-
edged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the day
and year first above written.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Patrj~aA Gordon, Notary Public
FaIN~~Twp., York County
My CommissIOn Expires July 31,2009
Member, Pennsylvania Association of Notaries
/J
7~~
(
Notary Public
-2-
~ est\rel\CHAPMANmichael
IN RE: ESTATE OF CHARLES C.
CHAPMAN, rR,
LATE OF THE BOROUGH OF
CARLISLE, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0631
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, MICHAEL ZEIGLER, being
one of the beneficiaries under the will of CHARLES C. CHAPMAN, JR., do
hereby acknowledge that I have received all sums of money and property
due me by virtue of the death of CHARLES C. CHAPMAN, JR., in full
satisfaction and settlement of all of my rights and claims under his
estate.
I further declare, intending to be legally bound, that I hereby
walve my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, MICHAEL ZEIGLER, do by these presents, remise,
release, quitclaim and forever discharge the Executor, his heirs,
successors and assigns, from the acts of the Executor as aforesaid,
~
Ii
I
I
I
and of and from all actions, suits, payments, accounts, reckonings,
claims, and demands whatsoever, for or by reason thereof, or any other
act, matter, cause or thing whatsoever, and I do hereby consent to the
discharge of the said Executor.
"r
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
eVe h~
31
day of
, 2005.
rg~
!II;J :ft
MICHAEL ~EIGLER
Witness
0~
I COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF tlurn 6ui"-'- d
C1r
On this, the 3 J day
SS:
{p e Iv be~
of
, 2005, before
me a Notary Public, the undersigned officer, personally appeared
MICHAEL ZEIGLER, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowl-
edged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have nereunto set my hand and seal the day
and year first above written.
/) /C'
x: h~A".):6 ~t<J
/ ~Dtary p~l~l!J-SEAL
SUSAN B. EVANS. NOTARY PUBLIC
HAMPDEN TWP., COUNTY OF CUMBERLAND
MY COMMISSION EXPIRES JANUARY 2, 2006
-2-