HomeMy WebLinkAbout04-0633PETITION FOR PROBATE & GRANT OF LETTERS
Estate of Charles R. Johnson
also known as
Social Security No. 136-28-4897
, deceased.
No. 21-04- ~ ,~
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioner, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated May 18, 2004 , and codicils dated none The Executor named none
__ died . Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 56 Peachy Ann Drive, Lower Mifflin Township, Newville
Decedent, then 67 years of age, died
May 23,2004, at his residence
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:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$7,000.00
$
$
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon·
Signat~e(s) and Resid. enc~s) of Petitioner(s):
Vernon E. JM:~son Sr. ---.
171 C.M.E.
Newville, PA 17241
717-776-9227
OATH OF PERSONAL REPRESENTATIVE
;',;
COMMONWEALTH OF PENNSYLVANIA ·
· SS
COUNTY OF CUMBERLAND ·
The Petitioner(s) above named swear(s) or afffirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this '7c/~ day of
July ,2004.
~ Rdgiste~',~ _
Vernon E. Jo~on Sr. -"
No. 21-04- ta~_~
Estate of Charles R. Johnson, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, July 8 , 2004, in consideration of the Petition on the reverse side
hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
May 18, 2004 described therein be admitted to probate and filed of record as the Last Will of
Charles R. Johnson ; and Letters Testamentary are hereby granted to
Vernon E. Johnson Sr.
FEES
Probate, Letters, Etc ........ $. 40.00
Short Certificates(-4- ) .... $12.00
Renunciation(s) ........... $__
JCP .................... $. 10.00
Other Will Pages (-3-) .... $ 9.00
TOTAL: ..... $ 71.00
Filed....-']. :.~:.~.. :~'~.Jr ..... '.~-.~...
SALZMANN HUGHES & FISHMAN PC
James D. Hughes, Esq. (58884)
ATTORNEY (Sup. Ct. I.D. No.)
95 Alexander Spring Road, Suite 3
Carlisle, PA 17013
ADDRESS
717-249-6333
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Loc;_d 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
P 10327475
No.
Local Registrar
HAY 2 4 200~
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Charles R Johnson [~.ale I, 136 -- 28 4897,.' l'~a~t°r~, 'a~0154
,~L.*.~.~, L u~.?~ I ~"'~ I o~. , .~~ 12 .......... ,J' --
56 Peachy Ann Dr. ~ ,..~ PA
Neville PA 17241 ~ ~ ,~.~ Lower M~ffl~
'~ ,,.~ Cumberland ~' ,~.O
,~ David Johnson ~,~ zce Przce
~ Vernon ffohnson J~~~%~'~'~l 7241
I~[~~ I~ ~ ~,~. ~ ~c:::::., ~-_..a, IL~~.~
~ e::~.~ ~-.~0 [,~04 ~nger Crema%ory IMf. Hol17 Springs PA
I .... ~,,,. 1706 5
..... ·/~~ J~--138~5 L I~~,,ug~[_Home InC 15 Big SDrin- ave
I ~ I~ ~ ~ DI I I I
~,r~_~ I~ / Ira. / I
....................... = ,
............................ ' ...... D 1~~ ~ K~h
~"-',~,~,-,,,-- ~ - ' ........................... -. ~ ~d ,~, ~A ~7~1 t-
LAST WILL AND TESTAMENT
I, CHARLES R. JOHNSON, of Upper Mifflin Township, Cumberland County,
'Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ONE. I direct my Executor or Executrix, as the case may be, to pay all of my
debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore,
I direct that all state, inheritance, succession and other death taxes imposed or payable by reason
of my death and interest and penalties thereon with respect to all property composing of my
gross estate for death tax purposes, whether or not such property passes under this Will, ~, hall be
paid by the Executor or Executrix of my estate. Further, to the extent that sufficient assets exist
in my estate, any and all inheritance or other estate taxes, whether to non-charitable or charitable
beneficiaries, shall be paid by my Executor or Executrix from the residuary of my estate.
TWO. My Executor or Executrix may, at his or her discretion, compromise
claims, borrow money, retain property for such length of time as he or she may deem proper;
lease and sell property for such prices, on such terms, at public or private sales, as he or she may
deem proper; and invest estate property and income without restriction to legal investments
unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell
any realty and/or personalty owned by me at my death and not specifically devised or
bequeathed herein, at public or private sale or sales and to give good and sufficient/t~eds and/or
bills of sale therefor, in fee simple, as I could do if living. My Executor or ~Xecutrix is
authorized and empowered to engage in any business in which I may be engaged at my death, for
such period of time after my death as seems expedient to said Executor or Executrix2 ~
THREE. I give, devise and bequeath all of my estate of whatever nature and
wherever situate in equal shares to my siblings, VERNON E. JOHNSON SR., FREDERICK E.
JOHNSON SR. and ELIZABETH N. THOMAS, per stirpes, which provides that the child or
children of any deceased beneficiary shall take the share their parent would have taken if living.
FOUR. I hereby nominate and appoint VERNON E. JOHNSON SR. to be the
Executor of this my Last Will and Testament. In the event for whatever reason he is unable to
serve as the Executor of my estate, then in that event I hereby appoint FREDERICK E.
JOHNSON SR. to be the Substitute Executor of this my Last Will and Testament, whereby the
said substitute personal representatives shall have the same powers as are given to the original
Executor hereunder.
FIVE. No person(s) shall benefit hereunder unless such beneficiary shall survive
me by sixty (60) days.
SIX. No Executrix or Executor acting hereunder shall be required to post bond
or enter security in this or any other jurisdiction.
SEVEN. No beneficiary may assign, anticipate or pledge its interest in any income
or principal held or distributable hereunder, and no beneficiary's creditors may levy, at :ach or
otherwise reach any such interest.
2004.
IN WITNESS WHEREOF, I have hereunto i,_.~l ~~,~l~~day
~I
CHARLES R. JOHNSON
of May,
(SEAL)
Signed, sealed, published and declared by the above-named person as and for a Last Will
and Testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, CHARLES R. JOHNSON, JAMES D. HUGHES and KAMELA S.
CORNMAN, the testator and witnesses respectively, whose names are signed to the 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 that he had signed willingly,
and that he executed it as his free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and
that to the best of their knowledge the testator was, at that ti~~f~en~,rs ~ge or older, Ofn ~ f- ' )'~[~
sou d mind and under no constraint or undue influenc~ ~w v ~ ~{~i~
S R. JOHNSON
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by CHARLES R. JOHNSON, the
testator herein, and subscribed and sworr}g~_ before me by JAMl~Stx D. HUGHES~
and
KAMELA S. CORNMAN, witnesses, this ~L~day ~llMay, 200/0,. /
(,/-
J~i~ L ~, ~ Public
~ ~m~ ~ ~. 14, 2~7
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
CHARLES R. JOHNSON
May 23, 2004
21-04-0633
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on July 28, 2004 .
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none .
ELIZABETH N. THOMAS
56 PEACHY ANN DRIVE
NEWVILLE PA 17241
FREDERICK E. JOHNSON SR.
319 CENTER ROAD
NEWVILLE PA 17241
VERNON E. JOHNSON SR.
171 C.M.E.
NEWVILLE PA 17241
Date: July 28, 2004
GHES & FISHMAN PC
! James/la. Hughes, Esquire
{ 95 A/t6xander Spring Road, Suite 3
\ C/adisle, PA 17013
x,.._.-/(717) 249-2353
Capacity: Personal Representative
X Counsel for Personal Representative
REV-1500EX(6-00)
OFFICIAL USE ONLY
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
04
0633
-----
R
COUN1YCODE ,YEAR
SOCIAl SECURITY NUMBER
136-28-4897
TItIS RETURN MUST ac FILED IN OUPUCATE WITH THE
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDL~ INlTlAL)
Johnson Charles
DATE OF DEATH (MM.DD-YEAR) DATE OF BIRTH (MM-DO-YEAR)
5/23/2004 6/16/1936
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( ST, FIRST, AND MIDDLE INlTlAL)
REGISTER OF WILLS
SOC~SECURITYNUMBER
00 1. Qngina/Return
D 4. Limited Estate
00 6. Decedent Died Testate (Attach copy 01 Jl)
o 9. Litigation Proceeds Received
o 2. Supplemental Return 0 3. RemainderRetum (date of death priOr to 12-13-82)
o 4a. Future Interest Compromise (date of death alter 12-12-82) 0 5. Federal Est_ Tax Retum Required
D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ S. Total NumberofSafeDeposit8~
o 10. Spousal Poverty Credit (data of death batwean 12-31.91 BI'lI:I1_1_9S) 0 11. Election to tax under Sec. 9113(A) (AtUl~h S~hO)
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THIS SECTION MUST BE COMPLETEO' ALL CORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPloE1E MAILING ADDRESS
James D. Hughes, Esqui,je 95 Alexander Spring Road, Suite 3
FIRM NAME (If Applicable)
SALZMANN HUGHES, PC Carlisle, PA 17013
TELEPHONE NUMBER
717-249-6333
1. Real Estate (Schedule A)
(1)
0
0
0
0
8,288
0
0
(8)
2,600
13,641
(11)
(12)
113)
114)
(7,953)
OFFCW- U~NLY
(',~ )
..:Jl
2. Stocks and Bonds (Schedule B)
(2)
'-
C'~
C)
3. Closely Held Corporation, Partnership or ~ole-ProPrietorshjp 13)
4. Mortgages & Notes Receivable (ScheduleiD) (4)
5. Cash, Bank Deposits & Miscellaneous p~al Property
(Sc:hedule E) (5)
Z 5. Jointly Owned Property (Schedule F) (5)
0 o Separate Bifflng Requested i"
i=
:5 7. Inter-Vivos Transfers & Miscellaneous NoI'1-Probate Property (7)
::> (Schedule G or lo) ,
l-
ii: 8. Total Gross Assets (total Lines 1-7)
~
W 9. Funeral Expenses & Administrative Costsj<SchedUIe H) (9)
It:
10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) (10)
,
11. Total Deductions (total Lines 9 & 10)
r<~
) ('-)
.
C)
8,288
16,241
12. Net Value of Estate (Line 6 minus Line t11)
13. Charitable and Governmental 8eqUest~SElC 9113 Trusts forv.t1ich an election to tax has not been
made (SChedule J) "
(7,953)
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14. Net Value Subject to Tax (Line 12 min~s line 13)
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SEe INSTRUCl1QNS ON REVE E SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spou..L tax
rate. Of transfers under Sec. 9116 (a)(112)
o
o
o
o
x .15 (18)
x.O ~115)
X.o 45 (16)
o
o
o
o
o
16. Amount of Line 14 taxable at lineal rate)
17. Amount of line 14 taxable at sibling rmje
1 e. Amount of Line 14 taxable at COllatElfal!rate
19. Tax Out
20.0
x .12 (17)
(19)
CHECK HERE IF YOU ARE ~EQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 1.000
Decedent's Complete Address:
STREETAODRESS .
56 Peachyann Drive
Cumberland
CITY I STAlE TZlP
Newville PA 17241-
m i :
Tax Pay ents and Cred ts
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A Spousal Poverty CredIT
8. Prior Payments
C. Discount
I
,
~
I
I
(1)
o
o
o
o
Total Credits (A + 8 + C) (2)
o
3. InteresUPenalty if applicable
D. Interest
E. Penalty
o
o
TotallnteresUPenalty (0 + E) (3) 0
4. If line 2 is greater than line 1 + 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to a refund (4) 0
5. It Line 1 + Line 3 is greater than 2, enter the difference. This is the TAX DUE. (5) 0
A. Enter the interest on the tax (SA) 0
8. Enter the total of line 5 + SA (58) 0
to: AGENT
FOLLOWING QUESTIONS BY PLACING AN "X" IN TIlE APPROPRIATE BLOCKS
1. and: Yes No
a. retain the use or of the property transferred;. . . . . . . . . . . . . . . D []g
b. retain the right who shall use the property transferred or its income; . D []9
c. retain a interestor ........................ D [lg
d. receive the for life of either payments. benefits or care? . . . . . . . . . D D
2. If death occurred December 12, 1982, did decedent transfer property within one year of death
without receiving consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D ~
3. Did decedent own "in trust for" or payable upon death bank account or security at his or her death? D ~
4. Did decedent own Individual Retirement Account, annuity, or other non~probate property which
contains a beneficia designation?..... . , . . . . . . . . . . . . . . . . . . . . . . . . 'D []g
IF THE ANSWER TO ANY OF THE A OVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT PI> PART OF THE RETURN.
Under penalties of perjury, I declare that I have <atni this retum, including accompanying schedules orld statements. and to the best of my Knowledge and belief, it is true, correct
and complete.
Declaration 0 reparer other than the personal repres ntalive is based on all information 01 which preparer has any knowledge
ER50N RE PO FOR FIL RElURN DA
6/1/2005
Newville, PA 17241
DATE
6/1/2005
Roaq., Suite 3
Carlisle, PA 17013
For dates eath on or after July 1, 1994 and Ibefore January 1, 1995, the tax rate imposed on the net value of transfers to or for the use dthe surviving spouse is 3%
{72P.S 916 (a) (1.1) (i)]. i
r dates of death on or after January 1, 1995,1 the tax rate imposed 00 the net value of transfers tOOl' for the use cithe surviving spouse is 0% [72 1='.5. ~ 9116 (a) (1.1) (ii)J
The statute does not exempt a transfer to a su~ving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still app6cable 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 trans~rs from a deceased child twenty..one years of age or younger at death to arfor the use of a natural parent. an adoptive parent,
or a stepparent of the child is 0% [72 P.S.~ 9111(a)(1.2)].
The. tax rate ~mposed 00 the net value of tran;t stoorforthe use of the decedent's I.in~ ~neficiaiesjS 4.5%, except as l1OI:ed i~ ~2 P:S. 6 91116(1.2) [72 P.S. ~9116(a)(1)J.
The t.ax rate Imposed on the net value ~tran to?" for the use of the dececlenfs slblmgs IS 1~% (72 P.S. 13 9116(a)(1.3)). A Sibling IS defined, under Section 9102, as an
indiVIdual who has at least one parent m com \Mth the decedent, whether by blood or adoption.
3W46461.000
REV-1S08 EX + (6-96l
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Charles R. Johnson
FILE NUMBER
21 04 0633
lnclud~ the proceeds of litigation and the date the proceeds were received by the estate.
All pro....irty jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 Adams Electric Coope~ative
Inc.
230
2 F&M Trust Company, checking
account #33-25040
1,076
3 Misc. personal property:
household goods, 199~ Jeep
Cherokee, 1974 12ft. 'flat
bottom boat, 1980 Windsor
Mobile Home
6,982
3W46AD 1.000
TOTAL (Also enter on line 5. Recaoitulation\ $
(If more space is needed, insert additional sheets of1he same size)
8,288
REV.1511 EX+ '12.99)
COMMONVvEALTH OF PENNSYLVANIA
INl-eRITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles R. Johnson
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
2l 04 0633
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Egger Funeral Home 1,553
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Conjamissions
. Name of Personal Representative(s)
Social Security Number(s) t EIN Number of Personal Representative(s) - -
Street Address
City State Zip
Year(s) Commission Paid;
2. Attorney Fees 750
3. Family Exemption; (If decede~t's address is not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 71
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1 Cumberland Law Journal 75
2 Dehart's Auction Service 75
3 F&M Trust, researdh fee 5
Total from contin~ation pages 71
TOTAL (Also enter on line 9. Recapitulation) $ 2,600
3W46AG 1.000
(If more space is needed. insert additional sheets of the same size)
Schedule H part 2 (Page 2)
Estate of: Charles R. Johnson
Item
No. Descri.ption
Amount
4 Register of Wills
5 The News-Chronicle
Total CCarrv forward to main schedule)
15
56
71
REV.1512 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles R. Johnson
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
04 21 0633
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Andorra Radiology
VALUE AT DATE
OF OEA TH
23
2 Bronstein Jeffries PA
33
3 Capi tal One
1,327
4 Carlisle Regional Medical
Center
2,432
5 Central Penn Medical -Group
Emergency
774
6 Graham Medical Clinic
123
7 Lanc. HMA Phys. Mgmt.
238
8 M&T Bank, installment loan
4,575
9 MS Hershey Medical Center
1,346
10 RPC AssocjWalnut Bottom Rad.
188
11 Salzmann Hughes PC
200
12 Sears Card
2,069
13 Verizon Wireless
314
3W46AH 1.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
13,641
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERlY 00 Not List Trustee{s) Of ESTATE
I TAXABLE DISTRIBUTIONS [inctwde outright spousal distributions, and transfers
under SeC. 9116 (a) (1.2)J
1 Frederick E. Johnson
319 Center Road
Newville, PA 17241 Brother 0
2 Vernon E. Johnson
171 CME
Newville, PA 17241 Brother 0
3 Elizabeth N. Thomas
56 Peachy Ann Drive
Newville, PA 17241 Sister 0
ENTER OOLLAR AMOUNTS FORi DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONSI
A. SPOUSAL DISTRIBUTlONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II . ENTER TOTAL NON-TAXABLE DISTRBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
REV-1513 EX... (9-00)
SCHEDULE J
BENEFICIARIES
COMMON\t1JEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESrDENTDECEOENT
ESTATE OF
Charles R. Johnson
FILE NUMBER
21 04 0633
3W46AI 1,000
(If more space IS needed. Insert additional sheets of the same sIZe)
LAST WILL AND TESTAMENT
I, CHARLES R. JOHNSON, of Upper Mifflin Township, Cumberland County,
Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ONE.
I direct my Executor or Executrix, as the case may be, to pay all of my
debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore,
I direct that all state, inheritance, succession and other death taxes imposed or payable by reason
of my death and interest and penalties thereon with respect to all property composing of my
gross estate for death tax purposes, whether or not such property passes under this Will, ~ hall be
paid by the Executor or Executrix of my estate. Further, to the extent that sufficient assets exist
in my estate, any and all inheritance or other estate taxes, whether to non-charitable or charitable
beneficiaries, shall be paid by my Executor or Executrix from the residuary of my estate.
TWO.
My Executor or Executrix may, at his or her discretion, compromise
claims, borrow money, retain property for such length of time as he or she may deem proper;
lease and sell property for such prices, on such terms, at public or private sales, as he or she may
deem proper; and invest estate property and income without restriction to legal investments
unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell
any realty and/or personalty owned by me at my death and not specifically devised or
bequeathed herein, at public or private sale or sales and to give good and sufticient deeds and/or
bills of sale therefor, in fee simple, as I could do if living. My Executor or Executrix is
authorized and empowered to engage in any business in which I may be engaged at my death, for
such period of time after my death as seems expedient to said Executor or Executrix.
THREE. I give, devise and bequeath all of my estate of whatever nature and
wherever situate in equal shares to my siblings, VERNON E. JOHNSON SR., FREDERICK E.
JOHNSON SR. and ELIZABETH N. THOMAS, per stirpes, which provides that the child or
children of any deceased beneficiary shall take the share their parent would have taken if living.
FOUR. I hereby nominate and appoint VERNON E. JOHNSON SR. to be the
Executor of this my Last Will and Testament. In the event for whatever reason he is unable to
serve as the Executor of my estate, then in that event I hereby appoint FREDERICK E.
JOHNSON SR. to be the Substitute Executor of this my Last Will and Testament, whereby the
said substitute personal representatives shall have the same powers as are given to the original
Executor hereunder.
FIVE. No person(s) shall benefit hereunder unless such beneficiary shall survive
me by sixty (60) days.
SIX. No Executrix or Executor acting hereunder shall be required to post bond
or enter security in this or any other jurisdiction.
SEVEN. No beneficiary may assign, anticipate or pledge its interest in any income
or principal held or distributable hereunder, and no beneficiary's creditors may levy, at ach or
otherwise reach any such interest.
2004.
(SEAL)
CHARLES R. JOHNSON
2
Signed, sealed, published and declared by the above-named person as and for a Last Will
and Testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
I
~. CtV/fl\.A/l
,
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ACKNOWLEDGMENT AND AFFIDAVIT
WE, CHARLES R. JOHNSON, JAMES D. HUGHES and KAMELA S.
COR."IMAN, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn. do hereby declare to the undersigned authority t'lat the
testator signed and executed the instrument as his Last Will, and that he had signed willingly,
and that he executed it as his free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and
ilia, '0 ilia b," on""" knowled" ilia .-, w"' "' ilia, <irj, ~ttrf(." ~' "' 01"", of
w=d m'rnf ,rnf =,~ 00 00",",'0'", ""0' i'fl",",~ \?, l)'ll ~ 'M{I.~~
S R. JOHNSON
ES D. HU~ES
.s. LJLniYUU1
KAMELA S. CORNMAN
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by CHARLES R. JOHNSON, the
testator herein. and subscribed and sworI). ~ before me by JAM D. HUGHES and
KAMELA S. CORNMAN, witnesses, this ~day May,20 ,
.f
COMMONWEAlTH OF PENNSYLVANIA
NljIarial Seal
Jacqueline L DIBwbaugh. Notaly Public
Ca~isle lloIoJ Cumbef\and County
MyCanm~Expi","Aug.14. 2007
Meml>e<.~_Ot-
"_.",-+--_...-~-.
07/02/2004 14:37 FAX 717 245 2255
,
RE/MJLl STERLING ASSOC.
~002
DeHart's Audion SePJice
Appraisal
7/1/2004
ITEM AMOUt<lT
gas heater S25.00
shoes $0.00
nd stand S10.00
in ens $5.00
~ fans 55.00
ir cleaner $5.00
neadboard 52.00
'ishino rod 55.00
washer&dryer $125.00
win bed $25.00
!chest of drawers $25.00
!niaht stand $0.00
14 fishing rods S20.00
sectional $75.00
chair $0.00
2 bar stoo's " S20.00
~S"t" $30.00
~cr $10.00
W stand 520.00
~orner stand $10.00
_I'ld stand 5500
amp $5.00
able lamp 510.00
~nack trays 510.00
pictures $20.00
5 IK dinnette set $25.00
mise kitchen Goods 565.00
microwave S10.00
rhicken cooker 510.00
oaster O\t~n 55.00
1990 jeeD cherokee lilnted 4x4 54 000.00
1974 '2ft flat bottomi bass boat w/trailer $400.00
1980 windsor 2 bedrdom mobile home aslis $2.000.00
. CRAND TOTAL $6982.00
"THINKING AUCTION? THINK DEHARTS"
Page 1
RE: CHARLES R. JOHNSON
DATE OF DEATH 5-23-2004
ACCOUNT INFORMATION
x
CHECKING
SAFE DEPOSIT
SAVINGS __CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED 5-23-2004 DATE CLOSED
ACCOUNT NUMBER 33-25040
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST -0-
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
REGISTRATION OF ACCOUNT
STILL ACTIVE
$1.075.74
$1. 075.74
CHARLES R. JOHNSON
INDIVIDUAL ACCOUNT
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS ___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED
ACCOUNT NUMBER
ACCOUNT BALN"CE AT DATE OF DEATH
DATE CLOSED
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
REGISTRATION OF ACCOUNT
08-22-2005
JOHNSON
05-23-2004
21 04-0633
CUMBERLAND
101
APPEAL DATE: 10-21-2005
( See reverse side under Objections)
A.ount Remitted I I
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 +-
REY:is47-Ex-AFP-coi:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES R FILE NO. 21 04-0633 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r. ' NOTICE OF INHERITANCE TAX
BUREAU OF INOIVlDUAfVWI~')~n OFFiCE 0FAPPRAISENENT, ALLOWANCE DR DISALLOWANCE
INHERITANCE TAX DIVISION. __v'.,... - ._~ "":" OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX Z8D60l " t
HARRISBURG PA 171Z8-0601
2n~r; /'1:0. ")-0 PI-.' !,__: 21.
U.;u ,',..~" 'i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r:! ;'::"i< I~:C
opr~-~~f,:-,;I>: ,::
JAMES D ij\I~ES ESQ
SALZMANN HUGHES
95 ALEXANDER SPRNG RD
CARLISLE PA 17013
r,'
ESTATE OF
JOHNSON
*'
REV-1547 EX AFP (06-05)
CHARLES
R
TAX RETURN liAS: I X) ACCEPTED AS FILED
) CHANGED
DATE 08-22-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Est.t. (Schedule A)
2. Stocks and Bonds ISchBdu1. B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgageslNotes Receivable (Schedule OJ
5. Cash/Bank Deposlt~isc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule F)
7. Tr8nsfers (Schedule G)
8. Total Assets
III
(2)
(3)
(4)
IS)
(6)
171
.00
.00
.00
.00
8.288.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expanses (Schedule H)
10. Debts/Kortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern..ntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
2,600.00
13.641. 00
Ill)
(12)
(13)
(14)
NOTE: I~ an assess.ent Nas issued previously, lines
reflect ~igures that include the total o~ Abb
ASSESSMENT OF TAX:
IS. A.ount of Line 14 at Spousal rate (IS)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T :
NOTE: To insure proper
credit to your account,
s~it the upper portion
of this for. with your
tax paYlIIIIlt.
8,288.00
1;; 141 00
7,953.00-
.00
7,953.00-
14, 15 and/or 16, 17, 18 and 19 Nill
returns assessed to date.
.00 X 00 =
.00 x 045=
.00 x 12 =
.00 x 15 =
(19)=
+
AHIlUNT PAID
DATE
NUHBER
INTEREST/PEN PAID 1-)
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
.00
.00
.00
.00
.00
.00
.00
.00
.00
I IF TOTAL DUE IS LESS THAN $1, ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR), YDU NAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORN FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
HUGHES JAMES D
95 ALEXANDER SPRING RD
SUITE 3
CARLISLE, PA 17013
RE: Estate of JOHNSON CllARLES R
File Number: 2004-00633
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/23/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
JOHNSON VERNON E SR
171 C M E
NEWVILLE, PA 17241
RE: Estate of JOHNSON CHARLES R
File Number: 2004-00633
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/23/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
CHARLES R. JOHNSON.
Date of Death:
May 23~ 2004
No. 21-04-0633
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: _ Yes
X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: OS/24/2007
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
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes No
d. Copies of receipts, releases, joinders and ~rovals of formal or informal
accounts may be filed with th eJ;l( of;brphan's Court and may be
attached to this repoJ7-""'- ../ "
Date: 4/25/06
SALZ~ANN HUGHES PC
J es D. Hu hes Es uire
ame (please type or print)
354 Alexander Spring Road~ Suite 1
Address
Carlisle~ P A 17013
City, State, Zip
(717) 249-6333
Telephone Number
II :6 fUt
'or L2 i!clU 0.')01112
-'-l" }Ij
x
Personal Representative
Counsel for Personal Representative
Capacity:
(}
~
Pa O.c. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent:
CHARLES R. JOHNSON
Date of Death:
MAY 23. 2004
File No.
21-04-0633
Pursuant to Pa.O.C. Rule 6.12, 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 D No
2. Ifthe 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? ........................................................ DYes 5l'No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? ........................ tsfies D No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Cler Orphan's Court and may be
attached to this report.
Personal Representative
'ji'counsel
Date: 3/5/07
co
~.
-'
co
:2
1.0
I
ZMANN HUGHES PC
James D. Hughes. Esquire
Name (please type or print)
354 Alexander Spring Road. Suite 1
Address
Carlisle. P A 17015
City, State, Zip
(717) 249-6333
Telephone Number
r-
(':7::'1"
r:.:.....J
,,----...l