HomeMy WebLinkAbout04-0628Register of Wills of Cumberland , Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Blair D_ PadPn
also known as
, Deceased Social Security No. 301 -1 0-7095
Petitioner(s) who is/are 18 years of age or older, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
{:~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut~r.~ named in the last Will of the
decedent, dated Ma_v 1 7 .. 2004 and codicil(s) dated
( State relevant circumstances, e.g. renunciation, death of executor, etc.)
Except as follows, Decedent did not marTy, was not divorced, and did not have a child bom or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent:
[~ B. Grant of Letters of Administration
(d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary ~'.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family
or principal residence at ~, 1 I w~ ] '1 -i ~rn~ ~'r'(~-.~'~ Roi _ _ M~h~rt -i c,~ ~r Boz-o]]crh: PA
....... (list street, 6umber, and munici~a~tT~-" -
Decedent, then 94 years of age, died June 21 ,2004 , atHoly Spirit Hospital
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ q ~q 0; n ~ O, 0 0
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of Real Estate in Pennsylvania $ 1 4 0 ~ 0 0 0.0 0
situated as follows: 511 Williams Grove Rd... Me~h~nl ~.~h,,~-g; PA
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant
of letters in the appropriate form to the undersigned:
Typed or pdnted name and residence
Signature
snace, NVllls PetGrantLt/2001
IGlenn A. Ganoe. PO Box 194
IGrantham, PA 17027
Gerald E. Paden, 7 Laurel Oak Dr.
~oiling SprSngs, PA 17007
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Xx~k
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 or Petitioner(s) and that, as personal representative(s) of the
Decedent, Petition(s) will well and truly administer the estate according to law.
Sworntooraffirmedandsubscribed ~ ~' ~~~,.~:::'
before me this ~:)%__ day of ~L~N A. G~N~ ~
,
Register0
~ For the
,o.
Estate of BLAIR D. PADEN Deceased
Social Security No.: 301 I 0 - 7095 Date of Death: June
AND NOW, ~---~_ ~.~
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
21 , 2004 /
,20 ~ , in consideration
IT IS DECREED that Letters ~ Testamentary i--I Of Administration
d._b.n_.c, ta.; pendente~lite; durante absentia' durante minodtate
are hereby granted to Glenn A. Ganoe and Gerald E. Pa(ten '
in the above estate and that the instrument(s) dated Hay 1 7 t 2 0 0 4
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ............ $ ~QO,,~), (,~
Short Certificate(s)...$
Renunciation ....... $
Affidavits ( ) ....... $
Extra Pages ( ) ..... $
Codicil ............ $
JCP Fee ........... $
Inventory ........... $
Automation Fee ..... $
Other .............. $
TOTAL ........ $
Attorney: Jan M. Wiley, Esquire
I.D. No: 06298
Address: 130 w. Church St.
Telephone:
I 1 ~h,~*'n _ PA 17019
(717) 432-9666
snace/Wills PetGrantLt/2001
his is to certify that the information here given is correctly copied from an original certificate of death duly filed wit?~: me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
10372267
No.
Loca Registrar
15ate
Rev ws? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
ENT NAME OF DECEDENI* (Fk~t, MI04~, La~) STATE FILE
AGE{La~I~;,%L~=,) I UNDERt~cAR ~RI~AY [ DATE~BRTH I ~"~H~C~{C~ Z *. 301 --10 -- 7095
,. 94w. ~ ~' ~ ~lt8/8/TM I,.Ne~ille, PA ~ ~'~ ~ ~ ...... ~ ~, ~
OECE~'S UAiLi~ ~E~ (~ ~ff~ ~ ~p ~) I DECEDEN Ia2. 113. ~ 14. ~1~
' ' ' ' ' ACTUAL ~S 17l. Slae Pe~ylva~a =d 17¢ Y~
,,. ~lCS~g, PA 17055 I~ ,7,. co~,, ~rla~ g~&? ,,d.~ ~To, Mec~nlcsburg
,,. Grace ~
:o.. ~is Pad~ INFORM~SM~LI~. 511 Wii~l~E~sv"o""n's~'aR~d ~
c ..~nics~g,~ PA 17055
=~,. o~(~) ~ ~,~.J~e 24t 2004 ~Wes~t~ C~t~I~,.~lisle~ PA 17013
~ 1:5:5 ~.1,~ 7~e al ,~o~q ., ~.~
s~ m ~ ~. :
.. -- -- -- ~1L~ ~,P35~'A' ~.,~. ,~. ,.~. ~. I t~Tl~ (s~.
CERTrF~ER (C~ ~y ~ J I ~': -.
OF
BLAIR D. PADEN
BE IT REMEMBERED, that I, BLAIR D. PADEN, of 511 Williams Gro~;Road,
Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this as and for my Last Will and TeStament,
hereby revoking and making null and void any and all Wills and Testaments and writings
in the nature thereof made by me at any time heretofore.
ITEM 1: I direct that all my just debts and funeral expenses be paid as soon
after my demise as may be convenient.
ITEM 2: I give and bequeath my real estate situate at 511 Williams Grove
Road, Mechanicsburg, Pennsylvania, and all the contents situate therein, as well as the
automobile owned by me at the time of my death, unto my wife, LOIS G. PADEN,
providing she survives me.
ITEM 3: I give and bequeath the sum of One Hundred Thousand Dollars
($100,000.00) to my wife, LOIS G. PADEN, providing she survives me.
ITEM4: I give and bequeath the sum of Fifteen Thousand Dollars
($15,000.00) to the CARLISLE PENNSYLVANIA DIVISION OF THE SALVATION
ARMY, INC.
ITEM 5: I give and bequeath the sum of Fifteen Thousand Dollars
($15,000.00) to the CITIZENS FIRE COMPANY, of Mechanicsburg, Pennsylvania, or
its successors by merger or otherwise.
ITEM 6: I give and bequeath the sum of Twenty-Five Thousand Dollars
($25,000.00) to the MECHANICSBURG PUBLIC LIBRARY.
i WITNESS'
BLAIR D. PADEN
ITEM 7: I give and bequeath the sum of Twenty-Five Thousand Dollars
($25,000.00) to the SHEPHERDSTOWN UNITED METHODIST CHURCH. This
bequest is a restricted gift which is to be used for building and grounds only, for example,
capital improvements, maintenance, and the like.
ITEM 8: I give and bequeath the sum ofTen Thousand Dollars ($10,000.00)
to the MECHANICSBURG MUSEUM ASSOCIATION, Mechanicsburg, Pennsylvania.
ITEM 9: I give and bequeath the sum of Ten Thousand Dollars ($10,000.00)
to the EASTER SEALS OF SOUTH CENTRAL PENNSYLVANIA, currently located
at 331 Bridge Street, New Cumberland, Pennsylvania.
ITEM 10:. I give and bequeath the sum of Ten Thousand Dollars ($10,000.00)
to the FOREST PARK HEALTH CENTER AUXILIARY, Carlisle, Pennsylvania.
ITEM 11: I give and bequeath the sum of Ten Thousand Dollars ($10,000.00)
to my friends, JOHN HACKENBERG and CAROL HACKENBERG, husband and
wife, or the survivor of them.
ITEM 12: I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00)
to my nephew, GERALD E. PADEN, providing he survives me.
ITEM 13: I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00)
to my niece, RITA BURKHOLDER CLARK, providing she survives me.
ITEM 14:. I give and bequeath the sum ofTen Thousand Dollars ($10,000.00)
to my great-niece, JANELLE PADEN, providing she survives me.
ITEM 15: I give and bequeath the sum ofTen Thousand Dollars ($10,000.00)
to my friends, RICHARD KING and MELVALENE KING, or the survivor of them.
I~ESS:
2
~,~-~ ~-.~::~- ~-----~.. (SEAL)
BLAIR D. PADEN
ITEM 16: I give and bequeath the sum of Two Hundred Thousand Dollars to
the GREATER HARRISBURG FOUNDATION, to be added to The Blair D. & Miriam
B. Paden Fund.
ITEM 17:
I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00)
to the UNITED METHODIST HOME FOR CHILDREN.
ITEM 18.'. I give and bequeath the sum of Twenty Five Thousand Dollars
($25,000.00) to MESSIAH COLLEGE, to be used for student aid.
ITEM 19: All the rest, residue and remainder of my estate, of whatsoever nature
and wheresoever situate, whether it be real, personal or mixed, including property over
which I have a power of appointment, to the AUXILIARY OF THE CHURCH OF GOD
HOME, 801 Harrisburg Pike, Carlisle, Pennsylvania, the AUXILIARY OF BETHANY
VILLAGE UNITED METHODIST RETIREMENT CENTER, 325 Wesley Drive,
Mechanicsburg, Pennsylvania, and to the AUXILIARY OF MESSIAH VILLAGE, of
100 Mt. Allen Drive, Mechanicsburg, Pennsylvania, in equal shares.
ITEM 20: I direct my hereinafter named Executor to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise passing by reason of my demise,
may be subject and to charge such taxes against my residuary estate, it being my intention
that none of the aforesaid taxes, either federal or state, on any property required to be
included in my gross estate, under the provisions of any state or federal law now in force
or hereafter enacted, shall be prorated among the persons interested in my estate to whom
such property is or may be transferred or to whom any benefit accrues.
SS:
(SEAL)
BLAIR D. PADEN
3
ITEM 21: I appoint GLENN A. GANOE and my nephew, GERALD E.
PADEN, as Co-Executors of this my Last Will and Testament. In the event that either
Glenn A. Ganoe or Gerald E. Paden predecease me, fail to qualify, cease to act, or renounce
probate, I then appoint ROY E. COOK, as my alternate Co-Executor.
ITEM 22: I direct that my Co-Executors or their successor shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /7~ day
of /kA a, tL. ,2004
(~iTNESS:
~-.~
BLAIR D. PADEN
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
: SS
We, BLAIR D. PADEN, JAN M. WILEY, ESQUIRE and LINDSAY M.
STRATHMEYER, the Testator and the witnesses respectively, whose names are
signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testator signed and executed the
instrument as his Last Will and Testament and that he had signed willingly (or
willingly directed another to sign for him), and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testator, signed this Last Will and Testament as
witness and that to the best of their knowledge the Testator was at the time eighteen
(18) years of age or older, of sound mind and under no constraint or undue influence.
~I~LAIR D. PADE~N
q._P~VITNESS
WIT ESS
Sworn to and subscribed
before me this / '~ ~day of
//~ ~ ,2004.
NOTARY PUBLIC /
MY COMMISSION EXPIRES:
NolI¥tll 8~11 _ "
S. Dawn GI~, Notary ~,.ublio
Oillsbmg Bom, York .Cou?~/
My Commissroll Expires May 1/,
Member, Pennsylvania'aae°ctatlO~Of
Register
CERTIFICATION OF NOTICE UNDER RUL~q~.6 ~L 28 PI2:53
Name of Decedent: Blair D. Paden Cl~rl-: : .:c ~;
Date of Death: June 21, 2004
Estate Number: 21-04-00628
To the Register:
I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
July 27, 2004:
Name Ad&ess
SEE ATTACHED LIST
Notice has now been given to all persons entitled thereto,,4mder Rule 5.6 (a) except N/A.
Date: July 27, 2004 / ~ JJ0.//{/~d ~,~/~'Z~/~'
c-~/~i~nature ' -
Name: Jan M. Wiley, Esquire
Ad&ess: 130 W. Church St., Suite 100
Dillsburg, PA 17019
Telephone: (717) 432-9666
Capacity: Counsel for personal Rep.
BENEFACTORS OF BLAIR D. PADEN
Lois G. Paden
511 Williams Grove Road
Mechanicsburg, PA 17055
Carlisle PA Division of the Salvation Army
20 E. Pomfret St.
Carlisle, PA 17013
Citizens Fire Company
Attn: Robert Bender, Treasurer
208 S. York St.
Mechanicsburg, PA 17055-6304
Mechanicsburg Public Library
16 N. Walnut St.
Mechanicsburg, PA 17055
Shepherdstown United Methodist Church
1934 S. York Street
Mechanicsburg, PA 17055
Mechanicsburg Museum Association
3 W. Allen Street
Mechanicsburg, PA 17055
Easter Seals of South Central PA
2201 S. Queen St.
York, PA 17402
Forest Park Health Center Auxiliary
700 Walnut Bottom Road
Carlisle, PA 17013
Page 1 of 3
John and Carol Hackenberg
917 Peachtree Drive
Mechanicsburg, PA 17055
Gerald E. Paden
7 Laurel Oak Drive
Boiling Springs, PA 17007
Greater Harrisburg Foundation
200 N. 3rd St.
8th Floor
Harrisburg, PA 17108-0678
United Methodist Home for Children
5120 Simpson Ferry Road
Mechanicsburg, PA 17050
Messiah College
Attn: Robert O. Brown
1 College Avenue, Box 3013
Grantham, PA 17027
Auxiliary of the Church of God Home
801 N. Hanover St.
Carlisle, PA 17013
Auxiliary of Bethany Village
United Methodist Retirement Center
325 Wesley Drive
Mechanicsburg, PA 17055
Auxiliary of Messiah Village
Attn: Yvette Jones
100 Mt. Allen Drive
Mechanicsburg, PA 17055
Page 2 of 3
Richard King
Melvalene King
310 Hemlock Road
Mechanicsburg, PA 17055
Janelle E. Paden
43B Green St.
Westwood, NJ 07675
Rita Clark
9030 Red House Road
Gladys, VA 24554
Page 3 of 3
THE XY~TILEY GROUP
Attorneys at LaW
Wiley ° Lenox .....
Colgan ~ 'M~zza~O:y P-~C. '"
130 W. Church St~'eet ' St~i~ 100 ~ '
Dillsburg, PA 17019
Register of Wills ~' c~
Cumberland County Courthouse ! -u ~
One Courthouse Square ~
Carlisle PA 17013 ~,' -o
Jan M. Wiley
David J. Lenox
Timothy J. Colgan
Christopher J. Marzzacco
September 21, 2004
THE VVILEY GROUP
Attorneys at Law
Wiley, kenox, Colgan & Marzzacco, ?.C.
David E. Hershey
Diana Woodside
Bradley A. Winnick
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
In Re: Estate of Blair D. Paden, Deceased
File Number 21-04-00628
Dear Register:
Enclosed please find a check from my finn's trust account in the amount of $18,525.00 for
prepayment of inheritance tax for the estate of Blair D. Paden. Please note the postmark date,
which is exactly 3 months from the date of death.
Please return a receipt to my office in the envelope provided.
Tl~qa~ ~ you f~ your a~istance.
Sincerely,_ :
dfe, l
e~cl.
130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 * Fax: (71 7) 432-0426
Offices in Harrisburg · York · Carbondale
www.wileygrou plaw. com
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
NO. CD 004412
WILEY JAN M
1 S BALTIMORE STREET
DILLSBURG, PA 17019
........ fold
ESTATE INFORMATION: SSN'. 301-10-7095
FILE NUMBER: 2104- 0628
DECEDENT NAME: PADEN BLAIR D
DATE OF PAYMENT: 09/22/2004
POSTMARK DATE: 09/22/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 06/21/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $18,525.00
TOTAL AMOUNT PAID:
8,525.00
REMARKS:
CHECK//2088
INITIALS: JA
SEAL RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WlLLS
Jan M. Wiley
David J. Lenox
Timothy J. Colgan
Christopher J. Marzzacco
September 28, 2004
THE Ve~ILEY GROUP
Attorneys at Law
29
72
;05
Wiley, Lenox, Colgan & Marzzacco, P.C.
David E. Hershey
Diana Woodside
Bradley A. Winnick
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
IN RE: BLAIR D. PADEN ESTATE
2104-0628
Dear Register:
With respect to the receipt I have received concerning the payment of inheritance taxes for the
Estate of Blair D. Paden, please be advised that the postmark date is incorrect. This payment was
mailed on 09/21/2004 to insure that the 5% discount will be credited to this estate at the time of
final settlement. I am enclosing a copy of the receipt, as well as a copy of the Certificate of
Mailing I received from the U.S. Post Office, confirming the date of mailing.
I would appreciate if you would issue a new receipt and forward it to my attention at your earliest
convenience.
Thank you for your cooperation.
Sincerely,
WILEY, ESQUII{E
JMW/sdg
encl.
130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 · Fax: (717) 432-0426
Offices in Harrisburg · York · Carbondale
www.wileygrouplaw, com
Jan M. Wiley
David J. Lenox
Timothy J. Colgan
Christopher J. Marzzacco
September 28, 2004
THE WILEY GROUP
Attorneys at Law
29
??
~(')5
Wiley, Lenox, Colgan & Marzzacco, P.C.
David E. Hershey
Diana Woodside
Bradley A. Winnick
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
IN RE: BLAIR D. PADEN ESTATE
2104-0628
Dear Register:
With respect to the receipt I have received concerning the payment of inheritance taxes for the
Estate of Blair D. Paden, please be advised that the postmark date is incorrect. This payment was
mailed on 09/21/2004 to insure that the 5% discount will be credited to this estate at the time of
final settlement. I am enclosing a copy of the receipt, as well as a copy of the Certificate of
Mailing I received from the U.S. Post Office, confirming the date of mailing.
I would appreciate if you would issue a new receipt and forward it to my attention at your earliest
convenience.
Thank you for your cooperation.
Sincerely,
WILEY, ESQUIRE
JMW/sdg
encl.
130 W. Church Street, Suite 100 · Dil[sburg, PA 17019 · Phone: (71 7) 432-9666 * (800) 682-4250 · Fax: (717) 432-0426
Offices in Harrisburg · York · Carbondale
www. wileygrou plaw. com
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT. 280601
HARRISBURG, PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004412
WILEY JAN M
1 S BALTIMORE STREET
DILLSBURG, PA 17019
ESTATE INFORMATION: SSN: 301-10-7095
FILE NUMBER: 2104-0628
DECEDENT NAME: PADEN BLAIR D
DATE OF PAYMENT: 09/22/2004
POSTMARK DATE: 09/22/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 06/21/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $18,525.00
REMARKS:
- ": SEAL
CHECK#2088
TOTAL AMOUNT PAID:
$18,525.00
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
'0zl S£P29 P2:05
'04 S£P29 P2:05
0000
Glenda Farner Strasbaugh
Register of Wills &
Clerk of the Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esquire
Solicitor
OFFICES OF
One Courthouse Square
Carlisle, Pa. 17013
(717) 240-6345
FAX (717) 240-7797
~:om~t~ of
October 1, 2004
Jan M. Wiley, Esquire
The Wiley Group
130 W Ckruch Street, Suite 100
Dillsburg PA 17019
1N RE: Estate of Blair D. Paden
File No. 21-04-0628
Dear Ms. Wiley:
Enclosed you will find a revised receipt for the Inheritance Tax payment received
on September 22, 2004. Please note that the postmark date has been changed to reflect
the correct postmark date of September 21, 2004. A copy of this receipt is being
forwarded to the Department of Revenue.
Please accept this letter as a sincere apology for an inconvenience you may have
experienced regarding this matter.
If you have any questions or concerns, please feel free to call.
Respectfully,
Glenda Famer Strasbaugh
Register of Wills and Clerk of the Orphans' Court
GFS:maw
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0001
RECEIVED FROM:
PENNSYLVANIA
iNHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11 96)
NO. CD 004412
DUPLICATE
WILEY JAN M
1 S BALTIMORE STREET
DILLSBURG, PA 17019
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $18,525.00
ESTATE INFORMATION: SSN: 301-10-7095
FILE NUMBER: 2104- 0628
DECEDENT NAME: PADEN BLAIR D
DATE OF PAYMENT: 09/22/2004
POSTMARK DATE: 09/21/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 06/21/2004
REMARKS:
CHECK# 2088
SEAL
TOTAL AMOUNT PAID:
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$18,525.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
STATUS REPORT UNDER RULE 6.12
Name of Decedent: g /aJ r b. f cLd-eA'}
Date of Death: L.J J~ J J 04
, ,
Will No. ~l -0'-1 - 00& a8 Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes V 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 V .
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes / No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Co~rt and. may be attached to this report.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
-O-E"CEDENT'S NAME (LAST, FIRST, AND MIDDLE rNITI.Aii
OFFICIAL USE ONLY
CQl,JNTY CODE;.._ YEAR
: SOCIAL SECURITY NUMe-ER.
21-10-7095
I THIS RETU;;~~~~~I~~NFD;~~~~ WITH THE
FilE NUMBER
ll.
2004
00628
Paden, Blair D.
I D~T:~;~E~~H~~";~Y"R) . I DA~E80:~;~H1(~~D:.YEA~.
~F-APPLlCABLE) sURviviNG SPOUSE'S NAME/LAST, FIRST AND MIDDLE: INITIAL~-'-
i Paden, Lois G.
I .----
!Xl 1. Original Return
~ .J 4. Limited Estate
\~" 6. Decedent Died Testate (Atlach
copy of Will)
n. ! 9. Litigation Proceeds Received : '-l 10. Spousal Poverty Credit (date of death between D. 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
,,_1 .-J 12-31-91 Sru:l1-1-%'} -
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NAME ,COMPLETE MAILING ADDRESS
, Jan M. Wiley
IF;iY:;:IfL'~O;:~~,_colgan~ & ~arzzacc~,-p.c. .
t TELEPHONE NUMBER
, 717-432-9666
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L; 2. Supplemental Return
NUMBER
-_._--~-
SOCIAL SECURITY NUMBER
-[j "3.Remai~d~~-Retum (date-ofdealh prior to 12-13=a~-
o 5. Federal Estate Tax Return Required
D
D
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a liVing Trust (Allach
copy of Trusl)
8. Total Number of Safe Deposit Boxes
130 W. Church St., Suite 100
Dillsburg, PA 17019
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(1) 144,980.00
~._-'.'--- -
(2) 211,215.07
-'.._--- --~--'-
(3) None
-,-"~-
(4) None
-~'.~"-
(5) 826,685.65
-._-
(6) 23,518.31
.--------
(7) 89,061.88
(9) 108,747.41
-,--
(10) 724.98
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
OFFICIA!::1JSE ONLY
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
n Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) D Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
f",)
<-'oJ
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(...)
"'-
(8) 1 ,295,460.91
(11) 109,472.39
(12) 1,185,988.52
(13) 787,733.52
(14) 398,255.00
.--- ----'-,,-----
15. Amount of Line 14 taxable at the spousal tax rate, 268,255.00 x .00 (15) 0.00
z or transfers under Sec. 9116(a)(1.2)
0
j::: 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 (18) 0.00
~
:J
Q. 17.Amount of Une 14 taxable at sibling rate 0.00 x .12 (17) 0.00
:IE
0
0 18. Amount of Line 14 taxable at collateral rate 130,000.00 .15 (18) 19,500.00
x x
~
1 g. Tax Due (19) 19,500.00
-"..-.
i 20. 0
't[i'ih' immii"ill!!i!!!~rJii!i
Copyright 2002 form software only The Lackner Group. Inc.
o
Form REV.1500 EX (Rev. 6.00:
D~cedent's Complete Address:
STREET ADDRESS
CITY
STATE PA
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)
19,500.00
~8,525.00
--.--.--
975.00
Total Credits (A + 6 + C)
(2) 19,500.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (D + E)
4. If Line 2 \s greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Une 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
6. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3)
(4)
(5)
(SA)
(56)
0.00
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;............ [1 [Xl
b. retain the right to designate who shall use the property transferred or its income;....... 0 [!J
c. retain a reversionary interest; or...... .................. ....................................... 0 .=:!l
d. receive the promise for life of either payments, benefits or care?............................ ,Cj [!J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ............................................. .......................
o
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which_
contains a beneficiary designation?. ...mon"'''''' >.........................."................. L~J [J
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 relurn, including accompanying schedules and statements, and 10 the best of my knowledge and bellef, il is. tNe, correct
and
~~\ete. Dedara!ion of_prep~r other U~l!In the pers.C1_na1 repre~ntativejs based on alllnformalion of which preparer has_any knowledge. ____" ____' _____ __u
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS 908 Grantham Road
Glenn A. Ganoe PO Box 194
~tl~ff! ~~G-:;TURN-- . _ADDRESS-Grantham, PA 170~___
G Id E. Paden
ll<.1
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7 Laurel Oak Drive
Bailing Springs, PA 17007
~. J 0)____
~
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------;\I)ORESS .
L.J
130 W. Church St., Suite 100
Dillsburg, PA 17019
:3 2./ /0$
,Fa 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
rvivlng spouse Is 3% [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (Ii)). The statute does not exemct a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty~one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% (72 P.S. ~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.
/i
"-
/
illnnl1l11Iill emu Q[.esltttnrnt
OF
BLAIRD.PADEN
BE IT REMEMBERED, that!, BLAIRD. PADEN, of 51 1 Williams Grove Road,
Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making null and void any and all Wills and Testaments and writiogs
in the nature thereof made by me at any time heretofore.
ITEM 1:
I direct that all my just debts and funeral expenses be paid as soon
after my demise as may be convenient.
ITEM 2:
I give and bequeath my real estate situate at 511 Williams Grove
Road. Mechanicsbur~ Pennsylvania, and all the contents situate therein, as well as the
automobile owned by me at the time of my death, unto my wife, LOIS G. PADEN,
providing she survives me.
ITEM 3:
I give and bequeath the sum of Oue Hundred Thousand Dollars
($100,000.00) to my wife, LOIS G. PADEN, providing she survives me.
ITEM 4:
I give and bequeath the sum of Fifteen Thousand Dollars
($15,000.00) to the CARLISLE PENNSYLVANIA DIVISION OF THE SALVATION
ARMY, INC.
ITEM 5:
I give and bequeath the sum of Fifteen Thousand Dollars
($15,000.00) to the CITIZENS FIRE COMPANY, of Mechanics burg, Peunsylvania, or
its successors by merger Of otherwise.
ITEM 6:
I give and bequeath the sum of Twenty-Five Thousand Dollars
($25,000.00) to the MECHANICSBURG PUBLIC LIDRARY.
ss:
.u~
~:,. .d.c1',..,-d_,(SEAL)
BLAlRD.PADEN
1
ITEM 7:
I give and bequeath the sum of Twenty-Five Thousand Dollars
($25,000.00) to the SHEPHERDSTOWN UNITED METHODIST CIlURCH. This
bequest is a restricted gift which is to be used for building and grounds only, for example,
capital improvements, maIntenance, and the like.
ITEM 8:
I give and bequeath the sum ofTen Thousand Dollars ($10,000.00)
to the MECHANICSBURG MUSEUM ASSOCIATION, Mechanicsburg, Pennsylvania.
ITEM 9.
I give and bequeath the swn ofTen Thousand Dollars ($10,000.00)
to the EASTER SEALS OF SOUTH CENTRAL PENNSYL VANIA, currently located
at 331 Bridge Street, New Cumberland, Pennsylvania.
ITEM 10: 19ive and bequeath the sum ofTen Thousand Dollars ($10,000.00)
to the FOREST PARK HEALTH CENTER AUXILIARY, Carlisle, Pennsylvania.
ITEM 11: I give and bequeath the sum ofTen Thousand Dollars ($10,000.00)
to my friends, JOHN HACKENBERG and CAROL HACKENBERG, husband. and
wife, or the survivor of them.
ITEM 12:
I give and bequeath the sum ofFifty Thousand Dollars ($50,000.00)
to my nephew, GERALD E. PADEN, providing he survives me.
ITEM 13:
I give and bequeath the sum of Fifty Thousand Dollars ($50,000.00)
to my niece, RITA BURKHOLDER CLARK, providing she survives me.
ITEM 14:
I give and bequeath the sum ofTen Thousand Dollars ($10,000.00)
to my great-niece, JANELLE PADEN, providing she survives me.
ITEM 15: I give and bequeath the sum ofTen 1110usand Dollars ($IO,OOq.OO)
to my friends, RICHARD KING and MEL V ALENE KING, or the survivor of them.
~.w~
t:l t>' _. , ..& f.R..J~ -(SEAL)
BLAIR D. PADEN
---.
2
ITEM 16:
I give and bequeath the sum of Two Huodred Thousand Doll,!,"" to
the GREATERHARRlSBURG FOUNDATION, io be added to TbeBlairD. & Miriam
B. Paden Fund.
ITEM 17:
I give and bequeath the sum of Fifty ThOljsand Dollars ($50,000.00)
to the UNITED METHODIST HOME FOR CIllLDREN.
,
ITEM 18:
I give and bequeath the sum of Twenty Five Thousand Dollars
($25,000.00) to MESSIAH COLLEGE, to be used for student aid.
ITEM 19:
All the res~ residue and remainder of my estate, of whatsoever nature
and wheresoever situate, whether it be real, personal or mixed, including property over
which I have a power of appoiotrnen~ to the AUXILIARY OF THE CHURCH OF GOD
HOME, 801 Harrisburg Pike, Carlisle, Pennsylvania, the AUXILIARY OF BETHANY
VILLAGE UNITED METHODIST RETIREMENT CENTER, 325 Wesley Drive,
Mechanicsburg, Pennsylvania, and to the AUXILIARY OF MESSIAH VILLAGE, of
100 Mt. Allen Drive, Mechanicsburg, Pennsylvania, io equal shares.
ITEM 20:
I direct my hereinafter named Executor to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to which my estate or the
transfer of any property passiog hereuoder or otherwise passiog by reason of my demise,
may be subject and to charge such taxes agaiost my residuary estate, it beiog my iotention
that none of the aforesaid taxes, either federal or state, on any property required to be
iocluded io my gross estate, uoder the provisions of any state or federal law now in force
or hereafter enacted, shall be prorated among the persons interested in my estate to whom
such property is or may be transferred or to whom any benefit accrues.
9='
,>v>, W b-;
W~41~
P .tl_.~~ ~ ..at r7? ~'. (SEAL)
BLAIRD.PADEN
3
ITEM 21:
I appoint GLENN A. GANOE and my nephew, GERALD E.
PADEN, as Co-Executors of this my Last Will and Testament In the event that either
Glenn A. Ganoe or Gerald E. Paden predecease me, fail to qualify, cease to act, or renounce
probate, I then appoint ROY E. COOK, as my alternate Co-Executor.
ITEM 22:
I direct that my Co-Executors or their successor shall not be required
i
of
~
,2004
~"
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~bJ~~
,tf/PlA...:.d.cP~--
BLAIR D. PADEN
(SEAL)
4
.'
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF YORK
We, BLAIR D. PADEN, JAN M. WILEY, ESQUIRE and LINDSAY M.
STRATHMEYER, the Testator and the witnesses respectively, whose names are
signed to the attached or foregoing instrument, being first duly. sworn, do hereby
declare to the undersigned authority that the Testator signed and executed the
instrument as his Last Will and Testament and that he had signed willingly (or
willingly directed another to sign for him), and that he executed it as his' free and.
voluntary act for 'the pwposes therein expressed, and that each of the witJiesses, in
the presence and hearing of the Testator, signed this Last Will and Te'tame!)t as .
witness and that to the best of their knowledge the Testator was at the tjme eighteen
(18) years of age or older, of sound mind and under no constraint or undue influence.
j;9 /~~~ ...{R. (i?~-//?-,---
~D'PADEN .'
'--_ W~
mESS
~~~~
Sworn to and subscribed
before me this { 7 -I4ay of
~ 2004.
ill, f' ,1l3D
NOTARYPUB~IC
MY COMMISSION EXPIRES:
'.
NoOiI1II6001
s 1JaWT1~' No\BIY PublIc
. DII\9lMlI BOlo, Yori< COunI'/
My eon1rl:1BsIOn &PIres May 11, 2Q06
M,mbel,p_'aAMOOlIlIcnalN-
Rev.1/i,02EX+(6-98}
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAl( RETURN
RESIDENT DECEDENT
Paden, Blair D.
FILE NUMBER
21-2004-00628
ESTATE OF
All real property owned solely or all a tenant In common mUllt be reported at fair market value. Flair mal1<et value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant faels
Real property which III Jolntly-owned with rtght of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Real estate situate at 511 Williams Grove Rd., Mechanicsburg, PA (transferred to
spouse):
144.980.00
TOTAL (Also enter on Line 1, Recapitulation)
144,980.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
12:20 FROM:GLENDR
7613830
TD:7174320426
PRGE:03
VacetWin Seresn Print for reedeede, from "CANA_Lcgin" 3/4/2005 8:55:38 AM
NEIGHBORHOOO: 2048
CUMBERLAND COUNTY ASSESSMENT O~FICB 2004 BA8EYEAR
CONTROL # 20000291
6 PARCEL: 20-~4-078S-141.
I SPEC 10: LOT,
L----, Tb...,k,
DISTRICT, 20 - MECHANICSBURG 5TH WRD SO,
I
I
IShort Nam..
I LAST NAME
I FIRST NAMI:1
Ic/o NAME
IADDRESS1
I ADDRESS 2
I POST OFFICE:
ISTATE .. ZIP,
I
PADEN,
, PADEN
LOIS G
LOIS 0
I
I PROPERTY TYPE, R
--.J
r-- SALKS
DEED BK/PG.....00264-03855
DATE OF SALE...08/19/2004
SELLING PRICE, 1
511 WILLIAMS ORO~ ROAD
MECHANIC8BURO
PA 17055
Situa, 511 WILLIAMS GROVE ROAD I --CURRENT VALUE8 I
Pr-op DeBcrip., J Al5IlieS8ed. I"air Mark8c L,
LAND DESC' LAND FIlV - 144980 L 30800 I
LAND USE TYPE: 101 CI<O - B 114180 I
DEEDED ACRES, .34 appro'V'ed? -~ T - 144980 I
Soreen 1
Numbe. -Switch
Down A~~QW -Next
Enter S81ection ~
Soreens, X -Exit, ~ -~p Moae,
Entry, Up Arrow -previous Entry,
Reoo~4;
Jj' -Forms, J:
1 -Sc::~e6n8.
77068
-Image
B -Browse
---
AARPlnvestment~m
.~ '- SCUDDERII';~
'K
P.O. Box 219735
Kansas City, MO 64121-9735
1-800-253-2277
aarp.scudder.com
November 5, 2004
The Wiley Group
Attorneys at Law
Wiley, Lenox, Colgan & Marzzacco, P.C.
Attn: Ian M. Wiley, Esquire
130 West Church Street, Suite 100
Dillsburg, PA 17019
Managed Municipal Bond Fund-Class AARP
Account Number: 202800005
Blair D. Paden
Dear Ian M. Wiley:
Thank you for your recent correspondence regarding the above referenced account.
Below I have provided the number of shares, share price, and dollar value of this account as of Iune 21,
2004.
Fund Name (Class AARP)
Managed Municipal Bond Fund
Number of Shares
17,140.189
Share Price
$9.00
Dollar Value
$154,261.70
I would also like to confirm that on October 26,2004, 100 percent of the shares in the above account were
transferred into account 4295072765, which was registered:
ESTATE OF BLAIR D PADEN
GLENN A GANOE
GERALD E PADEN CO-EXECS
On October 26,2004, 100 percent of the shares in account 4295072765 were redeemed, and a check was
mailed to the following:
ESTATE OF BLAIR D PADEN
GLENN A GANOE &
GERALD E PADEN CO-EXECS
CIO IAN M WILEY ESQ
130 W CHURCH ST
DILLSBURGPA /7019-1232
Scudder Investments is parI of Deutsche Asset Management, which is the marketing name in the US/or the asset management activities of Deutsche Bank AG,
Deutsche Bank Trust Company Americas, Deutsche Asset Management Inc., Deutsche Asset Management Investments Services Ltd., and Scudder Trust
Company.
/
ga.r
ore
nds
THE WILEY GROUP
ATTN: JANMWILEY
130 W CHURCH STREET
SUITE 100
DILLSBURG,PA 17019
RE: Account Number: 9030006070 - Paden
Reference Number: E7T02X
Dear Mr. Wiley:
Thank you for choosing to invest with Gartrnore Funds. We are writing to confirm the following
information:
5/19/93
20
9030006070
$4,757.374
10.2900
$48,953.3 7
In addition there are no designated beneficiaries listed on the account. Therefore the account must be
reregistered to the estate. If the executors would like to reregister the above referenced account we will
require the following documents:
o A Medallion Signature Guaranteed letter of instruction signed by each executor
To obtain a signature guarantee, please sign your letter of instruction in the presence of an authorized
officer of an eligible guarantor institution. Notaries Public are not acceptable providers of signature
guarantees.
-=
I
c
Nationwide Health Plans
5525 Parl<center Circle
Dublin, OR 43017
Attn: Melinda Stevens, CO-01-26
GROUP~JNSURAN~
EXPLANATION OF BENEFITS
Estate of Blair Paden
do Gerald E. Paden
7 Laurel Oak Drive
Boiling Springs, PA 17007
-'
On August 30, 2004, we issued the following benefits:
Insnred:
Policy:
Policybolder:
Date of Loss:
Blair Paden
87-1202417-0-3700631
Blair Paden
06/21/04
. Life
$0.00
TOTAL
AMOUNT
PAID
$10,000.00
BENEFIT
BENEFIT
AMOUNT
$10,000.00
INTEREST
BENEFICIARY /PAYEE
AMOUNT PAID
Estate of Blair Paden
$10,000.00
Questions concerning this claim can be answered by calling 1-800-538-8272, option 3 or writing us at the above
address.
If~u disagree with the decision we made on your claim, you have the rigbt to an appeal YOID' request should be made in writing, within 60 days
from the time you receive this Explanation of Benefits. Upon receipt of this request we will review your claim and advise you of our decision.
Rev-1503 EX. {6-98)
.
SCHEDULE B
STOCKS & BONDS
CONMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Paden, Blair D.
FILE NUMBER
21-2004-00628
ESTATE OF
All property Jointly_owned with right of survlvonlhlp must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 AARP Investment Program Managed Municipal Bond 9.0 154.261.70
Fund:
2 Gartmore Funds Fund #20, Account #9030006070: 10.2900 48.953.37
3 Series H Savings Bond (Serial Number 16,487,376): 1.000.00
4 Series H Savings Bond (Serial Number 16,487,377): 1.000.00
5 Series H Savings Bond (Serial Number 16,487,378): 1,000.00
6 Series H Savings Bond (Serial Number 16,487,379): 1.000.00
7 Series H Savings Bond (Serial Number 16,487,380): 1.000.00
8 Series H Savings Bond (Serial Number 16,847,373): 1.000.00
9 Series H Savings Bond (Serial Number 16,847,374): 1.000.00
10 Series H Savings Bond (Serial Number 16,847,375): 1.000.00
TOTAL (Also enter on Line 2. Recapitulation) 211.215.07
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
'!JlI..mJ mr!r!lJ~~~1hl\.~!!l~ @ll]'&11ll!ilijlT(@~
AT THE O"'G'NAI. ..,"TU"iTV HEREO. ....'LL PAv
'~WJ!ID'~n@)!t)~~~~}l~;(~[r[8.\~TI:~j
ISSUE DATE
WHICH [5 THE fiRST OAY Of
To 301 10 7095 DEC. 1976
MR. BLAIR D. PADEN -'MONTH~::::::~c,,^"-,-
fi !!:':::: :::::::' ::: ,; ~6" '::~t~]:'" I
,. "";~i~nfs I:I~~1~~;;;"'-, "?l~t'~ M 1; :~~~;~':: I
>~ .., _:., ~ _ _~__" '''''~'~~~m,".'....2'~] , s::~~.:;, ___ ~'" d ~~ _ ' ___ ~ ^,_~ ..J
~~'.~I}~!t1~.-'~rt:Ct~,G:. -~J1l-z?~f:e'~~~lp.... ~( . ).l ~ v : , '"t" '(_-' ;;. :... : Tc' : . ;;.; :.ril~'@:lD~11r~o-::'-"'Tt", ;~f~~"";;}1,l
__._____~c~L__ -. -_"""~~""'"~,..,.~~~...... ............... ........ ......... ..................~-O:::C~-!:~~~.~.;::O~-'$-~~,_~~'""'-"".,,~id
l~W!Ii!:l~nr:!1'~;Ji1;~f~~!~!}:!M~~1!\.[~U81
ISSUE DATE
WHICI.. 15 T,HE'FI-~ST DAV Of
DEC. 1976
~Bflif~~t~'~:?:~!:~:t'!~~~t:::~~~;7Y,,:~~:!~m~'t.ttE!!lj})J1~~Jig~
'ill'(;I~!.lli '!g~IIill~~l!!) ~,m;\~i!~,~I@.)1]ILt~;~(DTI~~!I(@t&..
AT THE: on'C'..A.... MATURITY HE"E:O~ WILL PU
To 301 10 7095
MR. BLAIR D. PADEN
511 WILLIA~S GROVE RD.
MSCHANICSBllRG, PA. 17055
OR
MRS. MIRIAM D. PADEN
-(MONTH1-:: ~ _- -CVEAR-l-
."..O....II(...,....,,,'...(TII(........
.'o'.O'''fT''''''''"<ooo".",,",,,oo
...."000'.[....',.""'.,,"',,..
~~~<<
F~D',
: n~JJ"
r "sstf <:; ~\'E:NT'S
\OF palLA. i
, DATING ST.......p ,
,
Dt;'C.. 16,1.9'76
tX"CH';:" ",
--. ,..r
M16847374H.::
..... '( I 11 \&I !oJ : -T: .,.... 'I -, ~ :... ~ -#: ,. =..! lI"t :..
AT THE: O"'<O'NAL ""TU"'TY HE"EoF WILL PAY
ISSUE DATE-
WHICH 15 THE FIRST OA..~ OF
.DEC.. 1976'
:'::~r~{;i~!'""'<.y~~':-t I,.. -- ,:~Jv-:-~:",,,---: .:!> ::.--=~~_~!~~:'"'~: ,'"
'!lilllli ~l!I"!l!~l!ID ~ID!Jq~ @.11~11WJlll~1\\
@~~~1I:I~5f!!i@,,1~~~;12:-(i),iRn4'll~gi
To 301 10 7095
MR. BLAIR D. PADEN
511 WILLIA~S GROVE RD,
MECHANICSBllRG, PA. 17055
OR
MRS. MIRIAM D. PADEN
-fMONTH~ =:-::::: _-~Y>i::.\,,-i-
FEI(
~fl~H.-:~'i~~~:tls)!I:
II -. " ,IL-!,.Q\""",_."on;-~.-",,;, .(1".1;-"
~~4~~JJ:t
""0 ,,,"- .AWI.,,'''' '."<""""."""IJACUI
0'"''''-'.''''-..''''''''',.,....0..,.,..''''.
(:,'-',-~~~,~~J~~~~1l.~:~,~."'.~~. .
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3907 MARKEr sr '
C.,e:.,~lip HILl" !"\ 17[1) \ ,L
7/tV/01'
Rev-15G& EX+ (&-9&)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Paden, Blair D.
FILE NUMBER
21-2004-00628
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received b y the estate.
All property Jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Commerce Bank Account #800868: 100,113.22
2 Department of the Treasury (refund): 24.58
3 Janney Montgomery Scott Account #6669-9304: 235,248.60
4 Malpezzi Funeral Home (refund): 1,356.68
5 Members 1st FCU CD #204196-42: 109,837.03
6 Members 1st FCU Savings Account #204196-00 25.00
7 Orrstown Bank Checking Account #111000376: 508.98
8 Orrstown Bank Savings CD#4000001885: 52,186.63
9 PNC Bank CD#31100230356: 56,174.54
10 Wachovia Bank, N.A. CD#247412061729780: 100,233.04
11 Wachovia Bank, N.A. Checking Account #1010059557247: 6,397.63
12 Waypoint Bank CD#1860284609: 104,589.47
13 Waypoint Bank Checking Account #20010429: 16,642.27
14 Waypoint Bank Checking Account #90835133: 20,072.98
15 2003 Honda Accord (transferred to spouse): 23,275.00
TOTAL (Also enter on Line 5, Recapitulation)
826,685.65
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule E (Rev. 6-98)
Rov-15q' EX. ('-"). *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Paden, Blair D.
FILE NUMBER
21-2004-00628
If an asset was made Joint within one year of the decedent's date of death, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Gerald A. Paden
ADDRESS
RELATIONSHIP TO DECEDENT
7 Laurel Oak Drive
Boiling Springs, PA 17007
Nephew
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
LETTER DATE
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT r5lA TE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR ALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOiNTLY-HELD REAL ESTATE.
1 A 8/1/2001 Members 1st FCU Investment SAvings 22,008.87 50.000% 11,004.44
Account #207915-05:
2 A 8/1/2001 Members 1st FCU Savings Account 25.00 50.000% 12.50
#207915-00:
3 A 6/25/2002 Orrstown Bank CD Account 25.002.74 50.000% 12.501.37
#5110060141:
TOTAL (Also enter on Line 6, Recapitulation) 23.518.31
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-15DD Schedule F (Rev. 6-98)
~ Commerce
_Bank..
July 16, 2004
The Wiley Group
Attorneys At Law
130 W Church St Suite 100
Dillsburg, PA 17019
RE: Estate of: Blair D Paden
Social Security #: 301-10-7095
Date of Death: June 21, 2004
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Time Deposit
Account #: 800868
Date Opened: 8/8/02
Primary Owner: Blair D Paden
Date of Death Balance: $100,113.22
Accrued Interest: $113.22
Receives monthly interest check.
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
\.00Jn6~ ~ ~~
Wanda J. Morris
elF Team Leader
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
Department of the Treasury
Financial Management Service
Regional Financial Center
P.O. Box 149058
Austin, TX 78714-9058
001841 05IM0502014010000175300000000
x ;o/~
IDENTIFICATION NUMBER
M050201401
AMOUNT OF PAYMENT
05TM05020140100001753
$24.58
---
BLAIR D PADEN
TO THE ESTATE OF BLAIR PADEN
511 WILLIAMS GROVE RD
MECHANICSBURG PA 17055
PAYMENT IDENTIFICATION DATA
-------------------------------------------------------
INV
24.58
· J~~lg-~lA 353,346,23
, .~t
'02 03 05
36001200
15
AUSTIN, TEXAS
M2 36
BLAIR D PADEN
TO THE EST ""
511 WILLIA~IEGRBv~h:~RPAQEN
MECHAN I CSBURc,;~ PA '"(:,7055
~'::,.' . - - -':,{,:::'<,,'-: -,'",-
.',', . C-"'-,,';:."
PER ENCLOSED MAILING NOTICE
':0000005 lB.: ? lB lOb 2l311" 0 lO 20~
VISIT OUR NEW, IMPROVED VENDOR INQUIRY SYSTEM AT www.fsc.va.gov , SELECT THE "VENDORS"
LINK. ONLINE REGISTRATION AVAILABLE FOR VENDORS NOT CURRENTLY REGISTERED
RETURN ALL CORRESPONDENCE TO
DEPT OF VETERANS AFFAIRS LEBANON PA
1700 S. LINCOLN AVENUE LEBANON PA 17042
(717) 228-5921
~..
~'"
'.
"- .;
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on~omery
SCOttLLC
. ~'lI ~t1~t~~lt .-
Iim!t~
20 Erford Road
Sulle315
Lemoyne, PA 17043- 1 109
July 8, 2004
(717) 731-4400
fax: (7171731.4411
The Wiley Group
Attn: Jan M. Wiley
130 W Church St Suite 100
Dillsburg PA 17019
RE: Estate of Blair Paden
Dear Mr. Wiley:
I am in receipt of your correspondence dated July 6, 2004 regarding the assets of the
above referenced deceased individual.
Attached, please find a summary of the account value on Mr. Paden's date of death, June
21,2004, including accrued interest and dividends where applicable. The account
maintained with Janney Montgomery Scott was originally established July 25, 2003, in
Mr. Paden's individual name and no changes to the registration of the account have
occurred.
In order to distribute the assets of the account, we will first need to establish an Estate
Account, which will require completion ofaNew Account Agreement, one Associated
PerS0ns fOTIIfs for each Executor containing their personal identifying infomiationas .
required pursuant to the USA Patriot Act;. and a: copy of the court appointment naming;
the executors. When and if you are ready to proceed, please contact Charlie or me.
Should you require any additional information, do not hesitate to call.
;;;~~
KristyJ..Lehman
Registered Sales Assistant
Members: NYSE . NASD . SIPC
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REGULAR SAVINGS ACCOUNT:
Account Number/ SuffIx
Date Account Established
Principal Balaoce at Date of Death
Accmed Interest to Date of Death
Total Priocipal aod Accmed Interest
Name of Joiot Owner
Date Joiot Ownership Established
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffrx
Date Account Established
Principal Balaoce at Date of Death
Accmed Interest to Date of Death
Total Principal aod Accmed Interest
Name ofJoiot Owner
Date Joiot Ownership Established
CERTIFICATE OF DEPOSIT:
Account Number/Suffrx
Date Account Established
Principal Balance at Date of Death
Accmed Interest to Date of Death
Total Principal and Accmed Interest
Name of Joiot Owner
Estate of: VLAIR D. PADEN
Date of Death: June 21, 2004
Social Security Number: 301-10-7095
.~
fvlm
MEMBERS 1st
FEDERAL CREDIT liMON
204196 -00
04117/200 I
$25.00
$.00
$25.00
None
207915 -00
08/01/2001
$25.00
$.00
$25.00
Gerald E:Paden
08/01/2001
207915 -05
08/01/2001
$21,996.82
$12.05
$22,008.87
f Gel'ahhE,c';Pade'b.
; 08/01/2001
204196 -42
04/17/2002
$109,578.25
$258.78
$109,837.03
None
~ aERAL CREDIT UNION
Denise A. Wolfe ~
Insurance Supervisor
July 30, 2004
5000 Louise Drive. P.o. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslst.org
~ x
ORRSTOWN BANK
TO: The Wiley Group
Attorneys at Law
130 W Church Street
Suite 100
Dillsburg, PA 17019
FROM: ORRSTOWN BANK
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Blair D Paden DECEASED
DATE OF DEATH: June 21,2004
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(1) CHECKING ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
111000376 Blair D Paden 6/26/02 508.98
SAVINGS ACCOUNT
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
(3) CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT
4000001885 Blair D Paden
ffil:;~m~~~~~~~1~!ii.(~~:r~(:i~i~fl
DATE OF DEATH
PRINCIPLE & ACCRUED INTEREST
52,000.00 186.63
7/8/04 By Timothea Customer Service Operator
P.O. BOX 250
SHIPPENSBURG, PA 17257
TEL. (717) 532-6114
SEP-25-2004 18:44
PNCBI'INK
412 758 3458
P.01/01
x
o PNCBAN<
September 23, 2004
Jan M. Wiley, Esquire
130 W. Church Street
Dillsburg, PA 17019
RE: Estate of Blair D. Paden, deceased
SSN: 301-10-7095
DOD: 6/21/2004
Dear Attorney Wiley:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account #31100230356
Established 06/07/2002
BLAIR D PADEN
DOD balance: $56,0&4.&7 + $&9.67 accrued interest
Interest Paid 111/2004 - 612112004 - $1,158.42
Please note that this office only provides date of death balances for deposit accounts
(!RAs, CDs, Checking and Savings accounts). We do not process any tinancial
transaetions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~~
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Member FDIC
TOmL P.01
II!
~
WACHOVIA
~
Reference 10: 955894
Wachovia Bank N.A
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
July 13,2004
WILEY GROUP
130 W CHURCH STREET SUITE 100
DILLSBURG, PA 17019
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
Customer: BLAffi D PADEN (SSN# 301-10-7095)
Date of Death: June 21, 2004
Deposit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest Accrued YTD Date
Date Rate Interest Interest Paid Closed
8ERTIFICAlE OF DEPOSIT 247412061729780
LEGAL TITLE: BLAIR D PADEN
$100,000.00
4/2/2002 10/2/2004
4.26
$233.04
$2,134.62
8HECKlNG 1010059557247
LEGAL TITLE: BLAIR D PADEN
$6,397.63
11112/2002
$0.12
$3.80
* Due to system limitations, we can only provide a twelve month average balance on depoSitory accounts.
. Date of death balance does not include accrued interest.
. If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
. (/ ~~de durin~~ :hiOd.
0e~i~Ub
Servicenter Associates
Phone: (540)563-7323
abs;js
000 000614
~l Wayl=tqi!lt
LOOK FOR U5. WELL GET YOU THERE.
\'
7/8/2004
THE WILEY GROUP
130 W CHURCH ST STE 100
DILLSBURGPA 17019
The information which you requested on the account(s) of BLAIR D PADEN
(Social Security Number 301-10-7095) is/are as follows:
Account Number 1860284609 20010429 90835133
Class of Account CERTIFICATE CHECKING CHECKING
Date Opened 030796 011895 102793
Principal Balance 104547.98 16640.91 20072.49
Accrued Interest 141.49 1.36 .49
Balance at Date of 104589.47 16642.27 20072.98
Death
Account Ownership SOLE SOLE SOLE
Name of Joint
Owner, if any
Date Ownership 030796
Was Established
011895
102793
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
'l.dditional
[nfomiation
Requested
~~
SENIOR SERVICES REP.
P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711
Toll FrEE 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 7/7/815-4500 . www.waypointbank.com
.4~"0I!:'-1!!~~.I~~0~otIiV-.1i_il"""",.E'P'.lA11113HI5""!t"'=-==",__ ~1~9~t~I""'..;
and Price a New Car - NADAguides.com
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The free consumer values on nadaguides.com are based on the
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should not be utilized for industJy purposes. The consumer values
may vary from the N.A.D.A. Official Used Car Guide values presented
to you by Insurance companies, banks, credit unions. government
agencies and car dealers due to vehicle condition. regional market
Rev-151qex+(6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
CO'-""ONWEAl TH DF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Paden, Blair D.
FILE NUMBER
21-2004-00628
ESTATE OF
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.
ITEM DESCRIPTION OF PROPERTY DATE OF OEA TH % OF DECD'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Gartmore Funds IRA Account #2201031204: 89,061.88 89,061.88
TOTAL (Also enter on Line 7, Recapitulation) 89,061.88
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
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REV-115~ EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Paden, Blair D.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-2004-00628
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City Slale Zip
-
Year(s) Commission paid 52,400.00
2. Attorney's Fees Wiley, Lenox, Colgan, & Marzzacco, P.C. 52,400.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Cily Slale Zip
Relationship of Claimant to Decedent
4. Probate Fees 947.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 3,000.41
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 108,747.41
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev.150~ EX. (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Paden, Blair D.
FILE NUMBER
21-2004-00628
ESTATE OF
ITEM AMOUNT
NUMBER DESCRIPTION
1 Cumberland Law Journal (advertise): 75.00
2 Gerald E. Paden (reimbursement): 16.00
3 Lois G. Paden (reimbursement): 162.90
4 Nationwide Life Insurance Company (reimbursement): 473.97
5 Over-night packet: 8.31
6 PA Dept. of Revenue (estimated tax): 250.00
7 Recorder of Deeds (estate deed): 41.50
8 Register of Wills (add'l short certificate): 3.00
9 Register of Wills (filing fee); 30.00
10 The Sentinel (advertise): 139.73
11 US Treasury (estimated tax) 1,800.00
Subtotal
3,000.41
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H.B7 (Rev. 6-98)
Rev.1fi1~ EX+ (6_98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIOENT OECEOENT
Paden, Blair D.
FILE NUMBER
21-2004-00628
ESTATE OF
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Dr. Paviol:
VALUE AT DATE
OF DEATH
85.00
2 Holy Spirit Hospital:
34.98
3 Links2Care (nursing cost)
605.00
TOTAL (Also enter on Line 10, Recapitulation)
724.98
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV 151\EX+ (9.0<1)
*'
-
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Paden, Blair D. 21-2004-00628
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
00 Not List Trulltee'.'
I. TAXABLE DISTRIBUTIONS [include outright sfrousal
distributions, and ransfers
under Sec. 9116(a)(1.2)]
1 Rita Burkholder Clark Niece 50,000.00
9030 Red House Road
Gladys, VA 24554
2 John Hackenberg Friend 5,000.00
917 Peachtree Drive
Mechanicsburg, PA 17055
3 Carol Hackenburg Friend 5,000.00
917 Peachtree Drive
Mechanicsburg, PA 17055
4 Melvalene E. King Friend 5,000.00
310 Hemlock Road
Mechanicsburg, PA 17055
5 Richard King Friend 5,000.00
310 Hemlock Road
Mechanicsburg, PA 17055
See continuation schedule attached Continuation 328,255.00
Total 398,255.00
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule(s) attached 787,733.52
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET 787,733.52
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Blair D. Paden 301-10-7095 06/21/2004
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Gerald D. Paden Nephew 50,000.00
7 Laurel Oak Drive
Boiling Springs, PA 17007
7 Janelle E. Paden Grand Niece 10,000.00
43-B Green St.
Westwood,NJ 07675
8 Lois G. Paden Spouse 268,255.00
511 Williams Grove Road
Mechanicsburg, PA 17055
Total 328,255.00
1
Rev.1502 EX+ (6-98)
'*
SCHEDULE J.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COM.KlNWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Paden, Blair D.
FILE NUMBER
21-2004-00628
ITEM
NUMBER DESCRIPTION AMOUNT
1 Bethany Village United Methodist Retirement Center Auxiliary: 134,244.51
2 Carlisle Division of the Salvation Army, Inc. 15,000.00
3 Citizens Fire Company, Mechanicsburg, PA: 15,000.00
4 Easter Seals of South Central PA: 10,000.00
5 Forest Park Health Center Auxiliary: 10,000.00
6 Mechanicsburg Museum Association: 10,000.00
7 Mechanicsburg Public Library: 25,000.00
8 Messiah College/Student aid: 25,000.00
9 Messiah Village Auxiliary: 134,244.51
10 Shepherdstown United Methodist Church: 25,000.00
11 The Church of God Home Auxiliary: 134,244.50
12 The Greater Harrisburg Foundation: 200,000.00
13 United Methodist Home For Children: 50,000.00
Subtotal
787,733.52
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule J.IIB (Rev. 6-98)
Register of Wills of
County, Pennsylvania
INVENTORY
Estate of
Blair D. Paden
No.
21-04-00628
also known as
--- ----;Deceased
Date of Death 06/21/2004
-........----.....---
Social Security No. 301-10-7095
Glenn A. Ganoe
Gerald E. Paden
The Personal Representatlve(s)ofthe above Estate, deceased, verlfy that the itemsappearin9 in the following Inventory
include all of the personal assets wherever situate and all of the real estate located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
1.0. No.:
Jan IVI' Wiley
06298
Signatur
Wiley, Lenox, Colgan, & Marzzacco, Signature:
Firm: P.c. __ ___,,____,__ __.
908 Grantham Road
Address: PO Box 194
Grantham, PA 17027
Telephone: 717-697-0039
f\',)
k,
Address: 130 W. Church St., Suite 100
. Dillsburg,PA 170~_ __..
Teiephone: 717-432-9666
--~
..-
Dated:
03/21/2005
Personal Property
Cash...............................................................................................
Miscellaneous Property.......... ....................... .......... ........ .............
Stocks/Listed..... ............ .................... ............................................
Stocks/Closely Held......................................................................
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
803,410.65
23,275.00
203,215.07
8,000.00
Total Personal Property.........................................
1,037,900.72
Total Real Property................................................
144,980.00
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
..:;-.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
iPPRAI&EHENT, ALLOWANCE OR DISALLOWANCE
,OF IlEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL TAXES"
INHERITANCE TAX DIVISIDN
PO BOX 280601
HARRISBURG PA 171Z8~06Dl
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUMTY
ACN
06-07-2005
PADEN
06-21-2004
21 04-0628
CUMBERLAND
101
Mount R...l tteel
If';.l .~ '"1 I-~",., r.,;: Lt,/>
\.h~" , ,.
JAN M WILEY
WILEY ETAl
130 W CHURCH
DIllSBURG
Oro~ .'<
d;-'-:
"
ST 100
PA 17019
..
REV-1547 EX. Af'P (03-05)
BLAIR
D
I XI CNANllED
SEE
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ~
/tlV-"MIl"Yf.m.m~1.wtm.'b'I!".!MI'tft'l"t'4M!'t.'Ift.lMlmMMf:.~tWXB.arr.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BLAIR D FILE NO. 21 04-0628 ACN 101
I~ an assessaent was issued previously. lines 14. 15 and,or 16. 17. 18 and
r~lect ~igures that include the total ~ Abh returns assessed to date.
ASSESSMENT OF TAX:
15. AII,,,..t of Uno 14 .t Spousal rat. (15)
16. AMount of Line l~ taxable at Lineal/Class A rat. (16)
17. A.........t of Uno 14 at Sibling rat. un
18. ~ount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax ou.
ESTATE OF PADEN
TAX RETURN WAS: I I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roal Estat. 1_1. A)
2. Stocks and Bonds 1_1. B)
3. Closely Meld stock/Partn.rsh:l.p Interest (Schedule CJ
4. HortgsgaslNotos R8CSlvabla ISchedule 01
5. Cesh/B8nk Deposlts/Hlse. Personel Property (Schedule E)
6. JointlY Owned Proporty ISchadulo F)
7. Tr8nsfars (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen_s/AdII. Costs/Hlse. ExP8ftS.es (Schedule H)
10. DabtslHortgaga Liabil1tios/Lians ISchedule I)
11. Total Deductions
12. Net Valu. of Tax R.turn
13. Ch.rIteble/Gov&rna8ntal Bequests; Non-elected 9113 Trusts
14. Net Velus of Estato Subjact to Tax
NOTE:
DATE
09-22-2004
NUI18ER
CD004412
INTEREST IPEN PAID 1-)
.00
11)
(2)
131
141
IS)
161
171
144.980.00
211.215.07
.00
.00
826.685.65
23.518.31
89,061.88
(8)
191
1101
108,747.41
724.98
Ill)
1121
1131
1141
ISchadul. .J)
268,255.00 X
.00 X
.00 X
153,518.31 X
AHOUNT PAID
18,525.00
INTEREST IS CHARGED THROUGH 06-22-2005
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 06-07-2005
ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
Sl.lb.it the upper portion
oi this for. with your
tax p&Yllent.
1,295,460.91
lOQ.472 ?lQ
1,185,988.52
764,215.21
421,773.37
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
23,027.75
23,027.75
119)=
18,525.00
4,502.75
57.37
4,560.12
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REClUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SID~ n~ TUT~ ~~~ --- -
REV.14,~E'X(6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 1712&-0601
DECEDENTS NAME FILE NUMBER
Paden, Blair D. 2104-0628
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1,2 Jointly held assets are taxable outright to the benefrciary/ies before determining residue.
ROW
Page 1
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
WILEY JAN M
130 WEST CHURCH STREET
DILLSBURG, PA 17019
__nnn fold
ESTATE INFORMATION: SSN: 30HO-7095
FILE NUMBER: 2104-0628
DECEDENT NAME: PADEN BLAIR 0
DATE OF PAYMENT: 06/20/2005
POSTMARK DATE: 06/17/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/21/2004
NO. CD 005460
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,560.12
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4,560.12
REMARKS:
CHECK# 2496
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
..
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXEfiECORDED OFFICE or: :INHER:ITANCE TAX
INHERITANCE TAX DIVISION f)r("0T'-" n'- \'1" i ,-STATEMENT OF ACCOUNT
PO BOX 280601 r Ii:\)h: j cr.. . r . v:~ ,_.1
HARRISBURG PA 17128-0601
*'
REV-16D7 EX AFP (03-05)
JAN M WILEY
WILEY ETAL
130 W CHURCH
DILLSBURG
CLERK OF
ORPHAN'S COURT
CUMBERI.#Hj CO,. PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-11-2005
PADEN
06-21-2004
21 04-0628
CUMBERLAND
101
Allount R_i tted
BLAIR
D
2005 JUL 15 PH 12: 04
ST 100
PA 17019
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this for. 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 KKK
ESTATE OF PADEN
BLAIR
D FILE NO.21 04-0628
ACN 101
DATE 07-11-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-07-2005
PRINCIPAL TAX DUE: 23,027.75
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-22-2004 CD004412 .00 18,525.00
06-17-2005 CD005460 54.29- 4,560.12
TOTAL TAX CREDIT 23,030.83
BALANCE OF TAX DUE 3.08CR
INTEREST AND PEN. .00
TOTAL DUE 3.08CR
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
''''-
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