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HomeMy WebLinkAbout03-0023PETITION FOR PROBATE and GRANT OF LETTERS Estate of //~,qd~[ e. F~ r? NO. __ also known as To: Deceased. Social Security No. ! ? ~- /~- /~.~'~ Register of Wills for the County of Cm~lq~n-1 and Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut, c~r'. in the last will of the above decedent, dated Aq,,,/ 3' and codicil(s) dated ~fo ~, ~' '7 '- / ~ ~ 3~ in the named ,19. g-'z. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~-~,~,~,~/*~,~ County, Pennsylvania, with ho, last family or principal residence at (list street, number and muncipality) Decendent, then Q ~ years of age, died '/")e c ~7 , 1~ L~ ~-, Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ %, ce--~ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ ~'~, c¢~ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters T~t~t~ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF eunb ]_ancl The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed b"~'ore me t~ .... ~ day of_ No. 21-2003-23 Estate Of , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated May 3tcl. 1982. described therein be admitted to probate and filed of record as the last will of and Letters ~ARY are hereby granted to BEIq T. ~~ Ja'mary loth ~ 2003, in consideration of the petition on C~dicil July 17th, 1995 FEES Probate, Letters, Etc .......... $ 235.00 15.00 S..ho~t. Ccuificates(5) .......... $ ____ k;OCltCtl ,~.ao~ti0~ (i.) ............. x-pageg '( 5 ) 15.00 JCP $ 10.00 TOTAL __ $ 290.50 Filed ...J. oo~:3~q/. 10~, 20.0.3 ............ ATTORNEY (Sup. Ct. I.D. No,.) ADDRESS PHONE Mailed Letters to Executor on 1-10-03 RENUNCIATION 21-2003-23 In Re Estate of /~ ~ff/a~, To the Register of Wills of The undersigned deceased. County, Pennsylvania. ~,~, (_~o-~A~c.~ oT~/~._ of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters be issued to ~'~xa 7" ~ ~O-rT'O~.J WITNESS hand this day of , 19 (Signature) (Address) (Signature) (Address) (Signature) (Address) REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS ~ codicil (each) a subscribing witness to the will presented herewith, (eac/~e'~alified accordi.ng to law, depose(s) and say(s) that / present and saw -- the testat__, sign the same and that / signed as a witness at the request of testat in h presence and (~ each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed befo~ _ _ __ methis ~_/~of __ (Name) / (Address) Reg~ter ~ ~ __ ' (Name) (Address) 21-2003-23 or or cowxv OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) andf~ay(s) that '~ ~ familiar with the signature of 1~/~ ~::~._"~ 1~ - J~UU'F T , testat--~l ~ of (one,,,~ ii:~~u~,.,' ,,,,,,~'~': ..... ....,,~_~: ...... to) the ~ presented herewith and codicil _ that to the best of F~ ~ believe~[ the signature on the ~s in the handwriting of E-. PUL'T T Sworn to or affirmed and subscribed before me this ~ }z~l~ day of Donna M. Otto,lst Deputy Register~ (Name) (Address) OAT~ SUBSCRIBING WIT~SSCOUNTY REGISTER~F WILLS OF (each)~ subscri~ witness to the Will presented ~~~ bei~ qua~d according to law, dep~(s)and s~ that ~. ~sent and saw t~estat~, sign the ~e and that ~ ~. wit's at the requ~ testat~ in h ~resence and (in the presence ~ach other) (in the presenceS[ the other sub~ibing wi~ess(es)). ~ Sworn to or ~ed ~ subscribed b~ me this ~ day of~ (Na~) ~ ~ Register ~~X~x~(Name)~ ~ (Address~ 21-03-23 '%~" REGISTER OF WILLS OF ~0d~q~L"/~L/~DCOUNTY ..... %,~ OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, deposes) and say(s) that ~ ~ familiar with the signature of ~k{ '~TT , testat~kg 0f (~e cf ~ ........ : .... ~~ ............... s ~itn~ssc~ to) the presented herewith and Codicil that to the best of ~t believe~ the signature on t~~ the handwriting of knowledge and belief. Sworn to or aff~n~nd subscribed before me this day of Donna M. Otto, 1st ~puty Regi~~ (Name) (Address) (Name) (Address) 21-2003-23 CODICIL TO THE LAST WILL AND TESTAMENT OF MARY E. PUTT I, ~%R¥ E. PUTT, a reSident of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this Codicil to my Last Will and Testament. 1. Item II of my Last Will and Testament dated May 3, 1982 is amended and restated in its entirety as follows: ITE~ II: I give, devise and bequeath all the rest, residue and remainder of my property, real, personal or mixed, tangible and intangible, of whatever nature and wheresoever located and all property to which I may be entitled or over which I may have power of disposition or appointment and whether acquired during or after my lifetime to my four children, EDWIN R. PUTT, JR., PATRICIA ANN WRIGHT, VIRGINIA L. WILSON and NAOMI R. FALCONE, absolutely and in fee simple, share and share alike, with the share of any deceased child to go to his or her children then living and if not survived by any such children, then his or her share shall go to. my surviving children. 2. Item III of my Last Will and Testament dated May 3, 1982, is amended and restated, in its entirety as follows: ITEM VII: I hereby nominate, constitute and appoint EDWIN R. PUTT, JR., of Eight Locust Lane, Mechanicsburg, Pennsylvania, as Executor of this my Last Will and Testament; in the event EDWIN R. PUTT, JR. fails to survive me, fails to qualify, refuses, or ceases to act as Executor, I then hereby name and appoint BEN T. WOOTTON, of 2290 Lambs Gap Road, Enola, Pennsylvania, to act as substitute Executor, and I direct that no bond be required of my Executor. Page 1 of a 4 Page Codicil 3. In all other respects, my Last Will and Testament of May 3, 1982 shall continue and remain in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this Codicil to my Last Will and Testament, consisting of four pages, this /? day of ~~ , 199~.~~ MARY E. P~ Page 2 of a 4 Page Codicil SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, MARY E. PUTT, as and for a Codicil to her Will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. / Z//o Addre s s Address COI~4ONWEALTH OF PENNSYLVANIA: : SS COUNTY OF DAUPHIN : I, MARY E. PUTT, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a Codicil to my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged, before ,me by MARY E. PUTT, the Testatrix, this !'g day of ~~_ , 199&~ MARY E. ~TT, Testa%rix N0~m~ PuH~ NOTARIAL SEAL CYNTHIA JEAN SPOL.~tC. N0~'y Pubtic '1 H~iS~'~ OaUl~in Courtly ! _My C0mmissi0n Explre~ k,Odl ~; !cJ97 J Page 3 of a 4, Page Codlcil CONI~O~ALTH OF PENNSYLVANIa: : SS COUNTY OF D~UPHIN : and ~4~1~ ~;~- , the witnesses whose names are signed to the attached or foregoing instrument· being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as a Codicil to her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness· in the hearing and sight of the Testatrix, signed the Codicil as a witness; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. or~,t~firmed and~subscribe~ to before me by ' , ~~- ~~~~ , and · w~tnesses, this \~ day of NOTARIAL SEAL CYNTHIA JEAN SPOL,JARIC, Notary Public Harrisburg. Dau~in County My Commission Expires April ~, 1997 Page 4 of a 4 Page Codicil CODICIL TO THE LAST WILL AND TESTAM~ OF MARY E. PU~T LAST WILL AND TESTAMENT OF MARY E. PUTT I, Mary E. Putt, a resident of Cumberland County, Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM I. I direct that all of my just debts, my funeral expenses including a suitable monument at my grave and the cost of administration of my estate be paid as soon as practicable after my death. I direct that my Personal Representative pay out of my estate, as a general charge thereon, all inheritance, estate, succession and other taxes together with any interest or penalty thereon assessed by reason of my death with regard to all properties and assets subject to such taxes, whether or not such property and assets pass under this will. ITEM II. I give, devise and beaueath all the rest, residue and remainder of my property, real, personal or mixed, tangible and in- tangible, of whatsoever nature and wheresoever located and all property to which I may be entitled or over which I may have any power of disposition or appointment and whether acquired during or after my lifetime to Edwin R. Putt, Sr., my husband, absolutely and in fee simple provided that he survives me by ninety days; if Edwin R. Putt, Sr. shall not survive me or should die within ninety days of my death, then I give, devise and bequeath the said rest, residue and remainder of my property to my four children, Edwin R. Putt, Jr., Patricia Ann Wright, Virginia L. Wilson and Naomi R. Falcone, absolutely, whare and share alike, with the share of any deceased / -2- child to go to his or her children then living and if not survived by any such children, then his or her share shall go to my surviving children. ITEM III. I hereby nominate, constitute and appoint Edwin R. Putt,Sr.~as sole Executor of this my Last Will and Testament; in the event the said Edwin R. Putt, Sr. refuses or is unable to act for any reason, I then hereby nominate, constitute and appoint my four said children as sole Executors of this my last Will and Testament and I direct that no bond be required of my Executor or Executors. ITEM IV. I authorize and empower my personal representative and/or said Trustee to compromise, adjust, release and discharge in such manner as my personal representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, lease or exchange at public or private sale or in such manner, at such prices, and upon such terms of credit or otherwise, as my personal representative or said Trustee may deem proper, all or any part of my property, real or personal; to execute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance or other taxes which are required to be paid and to secure any such loan by pledge or mortgage of all or any part of my property and to execute the necessary instruments to carry out such powers; to distribute my estate in kind or partly in money or partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributees; to conduct any business in which I have an interest at the time of my decease, for such period as my personal representative may deem proper, power to borrow money and pledge the assets of the business and the power to do all other acts that I, in my lifetime could have done, to delegate such power to any -3- partner, manager or employee without liability for any loss occurring therein and to organize a corporation to carry on said business as capital to such corporation and accept stock in the corporation in lieu thereof and hold such stock for the uses of this my Will, and to vote said stock or to sell the same as to my personal representative may seem best; to retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefore provided; to retain indefinitely any part of my assets, real or personal which is or may become unproductive or to make sale thereof; to pay carrying charges and expenses of the property out of other principal or income of my estate. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be in addition and not in limitation of other powers conferred on said fiduciaries. IN WITNESS WHEREOF, I, Mary E. Putt, have, to this my Last Will and Testament, typewritten on three sheets of paper, numbered consecutively, signed my name at the bottom of all pages hereto for the purpose of identification and at the end hereof on page three have set my hand and seal this :4 day of Ma~y~E. PU~ Signed, sealed published and declared by Mary E. Putt, the above named Testatrix, on the ..~ day of ~~ , 19~% as and for her Last Will and Testament in the presence of us~/~ho in her presence and in the presence of each other have, at her request, subscribed our s witnesses hereto. ROBERT E. MYERS ATTORNEY A'r LAW ]00 YORK ROAD NEW CUMBERLAND, PA 17070 (717) 774 3163 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: k.]~k t~t X{ ~; ~]) ~2~ ~LA,. ~ Will No. B -ooo ,,%?, Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on /L/] ~ ,~ .~ ~ 3 : Name Address O-e~ O0~t~"c t 'q ~ q Coa.~6~ ,tot Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: tO/- / (O ' 19 3 Signature Name Address Telephone a a '~3~' 3 Capacity: 'G// Personal Representative Counsel for personal representative REV-;500 E~ (6.00} COMMONWEAUI'H OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-t500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER COUNTY CODE YEAR NUMBER Z LU LU LU uJ X DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MM-DBJEAR) DATE OF BIRTH (MM-DB-YEAR) (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER /7¢ - /¢ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER J~]l. Original Return J---j 4. Limited Estate E~]6. Decedent Died Testate (Attach copy of Will) J----1. Litigation Proceeds Received E~2. Supplemental Return j---J 4a. Future Interest Compromise (date of death after 12-12-82) E~J7. Decedent Maintained a Living Trust (Attach copy of Trust) J~] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) J--] 3. Remainder Return (date of death prior to 12-13-82) E~]5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ~J11. Election to tax under Sec. 9113(A) (Attach Cch O) FIRM NAME (IfApplicabie) TELEPHONE NUMBER COMPLETE MAILING ADDRESS 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL riSE ONLY (8) (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate ! I ~'~ c~ ~_~ 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .o_ (15) x .0 '~/-(~"' (t6) x .12 (17) x ,15 (18) (19) 20. [] Decedent's Complete Address: STREET ADDRESS / ,5'/o /~,¢~,-, o r- ,5 CITY STATE ZIP /'~0~o Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) 3. Interest/Penalty if applicable D. interest E. Penalty Total Interest/Penalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) S/z (2) .-~ 0 "- (3) (4) (5) ,_TI Z (5A) (sD) 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; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the premise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] E~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN~SP~ONi:~LE FOR FILING RETURN ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE / ? o Z-¢ DATE DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.I) (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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 RS. §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 RS. §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)(I.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-98) ,= COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a Willing buyer and a willing seller, neither being compelIed to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. TOTAL (Aisc enter on line 1, Recapitulation) VALUE AT DATE OF DEATH (If more space is needed, insert additional sheets of the same size) REV-15~3 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER ~o~ ~ - All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH (If more space is needed, insert additional sheets of the same size) R~.1-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER /"/,~,t,l &. i'~o,~ Z.~o ~ - Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) $ ,,~63 o¢ .t (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH fO O~ , ~'~ EV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A, 1. FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address ~- ~-~Q ~-~,~ ..r City "~'""-~ a Year(s) Commission Paid: ~ ¢ State/~/~ Zip ! '?cz ¢ Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State__Zip Relationship of Claimant to Decedent Probate Fees ~ .-~¢~.~.~,~,.~ ~ Accountant's Fees Tax Return Preparer's Fees TOTAL (Aisc enter on line 9, Recapitulation) "? 9 $?. j/ 97 , co /~ZS. oo (If more space is needed, insert additional sheets of the same size) RE, V-1513 EX+ (9-00~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I 1. II 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS 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 DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT SETTLEMENT STATEMENT CORNERSTONE .---LAND TRANSFER, INC. 4705 East Trindle Road Mechanicsburg, PA 17050 Phone: (717) 730-9664 Fax: (717) 730-9665 OMB No. 2502-0265 TITLEPRO Lasefprin~ B. TYPE OF LOAN 1. [~] FHA 2. [ I FMHA 3. [ I CONV~ UNINS. 4. [ ] VA 5. [ ] CONV. INS. 6. FiLE NUMBER: 7. LOAN NUMBER: 30080 542720602 8. MORT. INS. CASE NO.: C. NOTE: This form is furnished to give you a statement o'l actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked '(p.o.c.)' were paid outside the closing; they are shown here for informational purposes and are not included in the totals D NAME AND ADORESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: R NAME AND ADDRESS OF LENDER: Maureen R. Murphy Estate of Mary E. Putt GMAC Mortgage Corporation G. PROPER~ LOCATION: / H. SE~LEMENT AGENT: New Cumberland, PA 17070 1510 Brandt Street CORNERSTONE LAND TRANSFER, INC. New Cumberland Borough PLACEOFSE~LEMENT: Cumberland County 4705 E. Trindle Rd., Mechanicsburg, I. S5~LEMENT DATE: 03/14/03 PA J. SUMMARY OF BORROWER'S TRANSACTION: I00 GROSS AMOUNT DUE FROM BORROWER 101 Conlracl sales price m2 Personal property 103. Setliement charges to borrower (line 1400) Adjustments for items paid by seller in advance 73000.00 3540.59 K. SUMMARY OF SELLER'S TRANSACTION: 400. GROSS AMOUNT DUE TO SELLER .Contract sales price ] ~ 3 0 0 0 . 0 0 4ozPersonal propert}, I ~ , /' 404. 405. j Adjustments for items paid by seller in advance 406 City,q'own tax I0 J 106 City/Town lax to ,07. Courtly lax 03/14/03to 12/31/031 267.23 407. County tax 03/14/03t0 12/31/03 267.23 108. Assessments lo J 408 Assessments 109. SC:4OOL 03/14/03~o06/30/03i 215.08 400 SCHOOL 03/14/031e06/30/031 215.08 ,0 Refuse 3/14-3/31& i 6.63 410. Refuse 3/14-3/31~ J 6.63 411. 120. GROSS AMOUNT DUE FROM BORROWER 77029 . 53 420. GROSS AMOUNT DUETO SELLER 73488.94 2ol Deposit or earnest money 1 0 0 0 . 0 0 sot Excess deposit (see instructions) 202 Principal amount of new loan(s) 72427.00 6o2.Settlement charges to seller (line 1400)10819.36 39.50 2o3 Existing loan(s) taken subject to 204 205. Credit on crediS report 5o3.Existing loan(s) taken subject to so4.Payof'[ of First Mortgage Loan 50s. Payoff of Second Mortgage Loan 206. 506. 207. 507. 208. 608. 209. 509. Adjustments for items unpaid by seller 210 City/Town lax to 211. Counly tax to 212 Assessments to 2~3 SCHOOL to ~4. Sewer 1/1-3/14 215 216, 217 218. 219, 220. TOTAL PAID BY/FOR BORROWER 7 3 4 8 4.0 2 300 CASH AT SE'~'LEMENT FROM OR TO BORROWER 301. Gross amount due from borrower (line 1 20) 77 029 . 53 302. Less amount paid by/for borrower (tine 220) 73484 . 02 Adjustments "~or items unpaid by seller 51 I. County tax to j 5 1z,Assessmenls 513, SCHOOL to 17.52 17.52 614. Sewer 1/1-3/14 3o3. CASH ([~.FROM) ([ ] TO) BORROWER 3545.51 516. 517. 518. 519. 520 TOTAL REDUCTION AMOUNT DUE SELLER 1 0 9 3 6 . 8 8 600. CASH AT SETTLEMENT TO OR FROM SELLER 6Ol Gross amount due to seller (line 420) 7 3 4 8 8 . 9 4 s0zLess reduction amount due seller (line 520) 1 0 93 6 . 8 8 ,03.CASH ([~[TO) ([ ] FROM) SELLER 62552 . 06 Buyer '- r's Signature ~.-- ~ k._.._. ~ ~. Seller's Signature HUD- 1 Rev. 5/86 SETTLEMENT STATEMENT page 2 . SETTLEMENT CHARGES 30080 PAID FROM i PAID FROM 700 TOTAL SALES/BROKER'S COMMISStON based on price S Division of Commission (line 700) as follows: 7Ol. $ 4155.00 to 702. $ _,~.-¢-. ~--='~ - : to 703. Commission paid at Seldement 704. Trans fee 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee 1. 000 % (Lender Paid $713.57) 802. Loan Discount % !803 ADpraisat Fee to ($275 00 poc) J 75. 00 804 Credit Repod to ( $50 . ~)O poc ) 73000.00 j BORROWER'S i SELLER'S FUNDS AT ~ FUNDS AT Total: $4 / ~.55 . 00 t SETTLEMENT ! SETTLEMENT ReHax Realty Professionall 125.00 805. Lenders Inspection Fee G.M,.~C Mortgage insurance AppJicalion Fee to 806. 807. Assumption Fee 808. Flood cert GF~%C 809 Flood life GMAC 810 811, 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Inlereslfrom 03/14/03 to03/31/03 @$ /day 902. Mortgage Insurance Premium Ior mo. to ~"}{A 903. Hazard Insurance Premium lOT yrs. to 904, yrs. to 905. 75.00 17. O0 2.00 Z96.381 1070.361 1000 RESERVES DEPOSITED WITH LENDER FOR 10Ol. HAzard Insurance1 mo. @ $ ! A . 2 5 /mo, 11002 Mortgage insurance mo, @ $ /mo. 1003 City/Town tax mo, @ $ /mo. 1004. Countytax 1 mo.@$ 23.62 /mo. 1005. Assessments mo. @ $ /mo. ~o06. School 8 mo.@$ 60.32 /mo. IOO7. mo. @ $ /mo. ,008. Aqq Adj. mo. @ $ /mo. 1100. TITLE CHARGES 1101. Selttement or closing fee to 1102. Abstract or dlle search Io 103. Titte examinalionto 104. Tide insurance binder to rob. Oocumentpreparation to Cornerstone Land Transfez~ 106. Notary fees to Notary Public 107. Attorney's lees to (includes above items No.:) 1108. Title Insurance (includes above items No.:) 1109. Lender's coverage 1 t 10. Owner's coverage $ 1112. CSL Cornerstone Land Transfez~ 696.751 Co_nerstone Land TransfezJ 150.00l Fidelity National Title t 35.001 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording fees: Deeds 38.50 Mortgages 56.50 Misc.$ 12o2. City/county tax/stamps: Deed $ 7 3 0. 0 0 Mortgage $ 1203, State tax/stamps:Deed $ 7 3 0. 0 0 Mortgage $ ~s.00t 730.00I ~204. Assignment Recorder of Deeds 27. O0 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 730.00 t301. Survey to I t 1302. Pest inspection to Penn Pest J 40.00 I 1303. Escrow (estate taxes) Cornerstone Land Transfe~ J 5000.00 I3o4. Escrow (repairs - painting) GMAC Mortgage CorD. i j 501.00 ~305. 03 Cty/Bor Robin GasDeretti I t 327.36 1400. TOTAL SETTLEMENT CHARGES (enler on lines 103 and 502, Sections J and K) j 3 5 4 0. 5 9 j1 0 9 1 9.3 6 Parlles agree Ihal no liability is assumed by Selt~emenl Agent Ior Ihe accuracy of inlorm&~ion lurnlshed by others as shown on the HUD-1 Setllement Statement. aelliemenl Agenl hereby expressly reserves Ihe riehl Io deposit any amOunls co~lecled lot disbursement in an ime~esl bearing account in a Federally insured in$1itution and to credit any inleresl so earned 1o its own accounl as additional compensalion lOT ils se~ices in Ibis/ransaclion. HUD CERTIFICATION OF BUYERS AND SELLERS I have carelully reviewed 1he HUE~- I Se[tiemenl Stalernent and to [he best ol my knowledge and belie[, il is a true and accurate stalemen[ ol all receipts and disbursements made on my account by me in lhis transaction. I lurther certify that I have received a copy ol the HUD- 1 Settlement Stalement HUB-1 Rev. 5786 THN~.rI~I~ROUP~ MARY E PUTT 1510 BRANDT AVE NEW CUMBERLAND PA 17070-1541 December 31, 2002, year--to-date Page 1 of 1 Vanguard Prime Money Market Fund Statement number: 006044992 (800) 662-2739 - Client Services ~.a~v.vanguard.corn 'Website (800) 662-6273 - Tele-Account Fund number: 30 Account number: 9892776022 Trade date 'fi-ansaction ACCOUNT VALUE On 12/31/2001 Dollar amount Share price $ S0,000.00 Shares transacted On 12/31/2002 $ 48,000.00 Total shares owned Balance on 12/31/2001 1/31 Income dividend cash 2/28 Income dividend cash 3/28 Income dividend cash 4/30 Income dividend cash 5/31 Income dividend cash 6/28 Income dividend cash 7/31 Income dividend cash 8/20 Check redemption 8/30 Income dividend cash 9/30 !nceme dividend cash 10/31 Income dividend cash 11/29 Income dividend cash 12/31 Income dividend cash Balance on 1 2/3!/2002 ,, ,c ........ide, ,,,s $ 8u8.~u Redemptions year-to-date $ 2,000.00 $84.75 66.79 76.15 73.60 7~.87 71.83 67.19 -2,000.00 63.96 59.81 60.35 55.39 52.21 $ 1.00 1.00 -2,000.000 $ ! .00 /"~1 in UdllLeCJ Cornpourd Distribution yield annual Yield payable date October November December 1.48% 1.49% 11/01/2002 1.41 1.42 12/02/2002 1.28 1.29 1/02/2003 50 000.000 50 000.000 50 000.000 50 000.000 50 000.000 50 000.000 50 000.000 50,000.000 48,000.000 48,000.000 48,000.000 48,000.000 48,000.000 48 ~00_0.000 2 1- 1 1O9472 8524 104B M1 11X Prudential Financial BEN EST NARY E PUTT 2290 LAHS5 GAP RD ~-.~LA PA 17025--1.123 Retain for Your Tax Records Date Reference Number 04/22/03 30024-8842 Dear Policyholder, We're pleased to infoma you that Prudential has completed its conversion from a mutual company to a stock company. As part of our conversion, we are issuing cash payments to eligible owners of the company. This includes anyone who owned an eligible policy or annuity contract as o£December 15, 2000. Your check is below. This does not affect your insurance policy or annuity in any way. Your payment is a benefit of holding an eligibte policy.or contract. It does not replace your policy or contract, or change your benefits, cash values, eligibility for policy dividends or guarantees. You do not have to give anything up to receive your payment. How your payment was determined. Company actuaries and external advisors developed a plan for dividing the value of Prudential among its owners. Factors such as the type of life, annuity or health policy or contract you owned, the .face value, and how long you owned it determined your compensation. Your payment was first calculated as a number of stock shares. These shares were then converted to an equivalent value in cash. Compensation for all policies eligible for cash payment is included in this check. SEE BACK FOR MORE DETAILS. PRU-001 Ne,,': 1/02 010044823 1-888-910-4100 ~at[ Citizens' PhoneBank anytime for account information current rates and answers to your questions. Us05g BR2g0 ~ 1 MARY E PUTT 1510 BRANDT AVE NEW CUMBERLND PA 17070-1541 Checking Account Statement OOF 2 Beginning November 09, 2002 through December Og, 2002 Checking SUMMARY Balance Calculation Previous Balance Checks Withdrawals Deposits & Additions Interest Paid Current Balance Balance 3,405.25 Average Daffy Balance 1,199.21 - In terest 91.11 - 914.91 + Current ~terest Rate ,62- +_ Annua! Percentage Yield Earned ........ -i = Number of Dqys Interest Earned ~~ Interest Earned Interest Paid this Year TRANSACTION DETAILS Checks' fl, ere ~ ~ bre~, ~ cl~ec~ sequence Check ~ Amount Date 518 500. O0 11/.13 519 57.43 12/09 Check 520 521 Amount 141.78 500.00 Witi~dra-~a[s Other Withdrawals Date Amount 11/12 lO.87 ~1/19 20.03 11/25 35.75 11/26 24.46 Desc~pt~on Suburban Cable ACH Subcab 110802 048043202 11 Verizon Phone B~ Payments 021119 717774081456448 Pp Etec Bi[[ 112502 3522080005ws Pawc Payment 021125 0621758 Deposits& Additions D~e Amount 12/02 642.91- 12/03 272.00 Descdptfon US Treasuny 312 Civil Sew 120202 F 1445873 W Csf US Treasuny 303 Soc Sec 120302 178166633a SSA Interest Date Amount 12/09 .62 Description Interest 2,915.78 .25% .25% 3~ .62 7.30 1~/29 ~17~9 MARY E PUl-[ EDWIN R PU1T3R Persona[ Checkingw~th Interest 610076-969-0 Previous Balance 3,405.25 Total Checks 1,199.21 Tuta~ Withdrawa[s 91.11 Total Deposits & Ad~Uons 914.91 Total Interest Pa~d .62 I PARTHEMORE Funeral December 16, 2002 Mrs. Virginia L. Wilson 246 Creek Road CamP Hill, PA 17011: Family Tradition Of Caring Home & Cremation Services, 1303 Bridge Sn'eet P.O. Box 431 New Cumberland, PA 17070 (717) 774-7721 (Fax) 774-5546 www. parthemore,com The Funeral Service for Mrs., Mary E. Putt We sincerely appreciate the Confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. . . THE FOLLOW~,rG ~_S ,~N ITEMIZED STATEMENT OF THE SE?.VICES, F.A:~UITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. Facility, Staff, and Equipment Traditional Service . . . ....... ' ............. FUNERAL HOME SERVICE CHARGES ............ SELECTED MERCHANDISE: Gilbert W. Parthemore, 20 Ga. Bgdy Slvr Casket ...................... Founder 12 Ga. Gal. Steel Vault ..................... THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE Gilbert J. Parthemore, THAT YOU HAVE SELECTED ............... g_w~ervi.vor Cash Advances Certified Copies of Death Certificate .................. ~ uepnen Clergy Honorarium CFS£ Flowers ........................... Death Notice, Harrisburg Patriot ................... Bruce R. Parthemore, TOTAL CASH ADVANCES AND SPECIAL CHARGES ........ Pre-Need Coordinaton CPC Total Total Cost .......................... History .............................................................. 1~)'0'~/-~2002 Immediate Pay Discount .................. 12/09/2002 Payment, Check gl 779 -- Thank you! .............. Professional Memberships: NFDA- PFDA DCFDA · CCFDA · ,=DEN The Rule You Know, The People You Trust TOTAL AMOUNT DUE .................. $4565.00 $4565.00 $1799.00 $989.00 $7353.00 $10.00 $426.12 $145.25 $731.37 $8084.37 $- t 47.0~5-'-'x The unpaid balance over 0 days is subjected to a 1.25 % service charge per month - 15.0000 % per annum. Mrs. Mary E. Putt Page 1 James R. "A Tribute ~o L(fe " 5243 Simpson Ferry Rgad~ Mechanicsburg, PA 17055 · (717) 766-5622 ......... ~,.,;w, Date of Order Ack. # Date Rec'd Found. ordered Complete Position verified ~ ~'~'~'¢ ~ tM ~,;,, · ~ Center Over : Graves Approx. Date of Completion Lettering Type of Memorial ?..?(x?/~"Z~c '~ .......'~' .~ ; ;,.b?~ Material Size ¢'x'~a X ~ ~;,. X Finish Base :3~¥",:,, X ~(~}~" X =~ Finish t¢,.~<:;.?~u~ Design Location: [] Vase [] Corner Posts Agreement: A 50% deposit is required prior to commencement of work. Agree to pay stated balance upon erection regardless of labor troubles or shipments or any other good reasons. This order or contact cannot be cancelled by customer unless agreed by both padies. The article herein mentioned shell remain the property of James R. Gingrich f',lemorials until paid in full and they reserve the right to remove the same is not paid as stated. I ag ree to carefully proofread all names and dates for accuracy and accept full responsibility for any errors or omissions. TH ER E WILL B E AN ADBITIO N AL CHARGE FOR ANY LETTERING ADDED TO THIS MEMORIAL AFTER ERECTED ON THE CEMETERY. I fudher agree to pay the balance stated for the work performed under this contract within thirIv (30) days of receipt of the final invoice and further agree that interest shall accrue at the rate of one and one-half percent (1~%) per month on the unpaid balance owed to James R. Gingrich Memorials not paid within thirty (30) days of lhe invoice date. In eddition thereto, I agree if it becomes necessary for James R. Gingdch to institute legal proceeding to collect any funds due from me for my account being pasl due thirty (30) days, to pay all coud costs and attorneys fees incurred by James R. Gingrich Memorials to collect the same. Dealer :~Lv{?V,. t..0"%/~' .... Customer Salesman Price Foundation TOTAL DEPOSIT · Balance Due $ $ ~ WHITE/Office Type of Sale YELLOW/Production Upon Completion $ (I further agree that the above names, spelling, and dates are correct Date Entered PINK/Customer GOLDENROD/Branch /. l/, cumberland County - Regist Hanover and Hiqh Street carlisle, PA 17013 RECEIPT FOR PAYMENT er Of Wills Receipt Date 1/10/2003 - Rece.ipt Time 08:35:28 Rece!pt No. 1031620 PUTT MARY E File Number Remarks 2003-00023 WOOTTON BEN T SK · lr~n~=ion Description pETITION FOR PROBA SHORT CERTIFICATE CODICIL RENUNCIATION EXECU EXTRA PAGES JCP FEE Check~ 3386 Total Received ......... s ...... ion Of Receipt Payment Amount 235 00 15 00 10 50 5 00 15 00 10 00 Payee Name CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENENAL FUN CUMBERLAND COUNTY GENERAL FUN CUHBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, DONNA M. OTTO Register for the Probate of Wills and Granting Letters of Administration &c. in and for said County of CUMBERLAND do hereby certify that on the 10th day of January A.D., Two Thousand and Three, Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of PUTT MARY E , late of NEW CUMBERLAND BOROUGH in said county, deceased, to WOOTTON BEN T (nn$'l', ~'~s'±', and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 10th day of January A.D., Two Thousand and Three. 2003-00023 21-03-0023 12/07/2002 178-16-6633 File No. PA File No. Date of Death s.s. # NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL CODICIL TO THE LAST WILL AND TESTAMENT OF MARY E. PUTT I, MARY E. PUTT, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this Codicil to my Last Will and Testament. 1. Item II of my Last Will and Testament dated May 3, 1982 is amended and restated in its entirety as follows: ITEM II: I give, devise and bequeath all the rest, residue and remainder of my property, real, personal or mixed, tangible and intangible, of whatever nature and wheresoever located and all property to which I may be entitled or over which I may have power of disposition or appointment and whether acquired during or after my lifetime to my four children, EDWIN R. PUTT, JR., PATRICIA ANN WRIGHT, VIRGINIA L. WILSON and NAOMI R. FALCONE, absolutely and in fee simple, share and share alike, with the share of any deceased child to go to his or her children then living and if not survived by any such children, then his or her share shall go to-my surviving children. 2. Item III of my Last Will and Testament dated May 3, 1982, is amended and restated, in its entirety as follows: ITEM VII: I hereby nominate, constitute and appoint EDWIN R. PUTT, JR., of Eight Locust Lane, Mechanicsburg, Pennsylvania, as Executor of this my Last Will and Testament; in the event EDWIN R. PUTT, JR. fails to survive me, fails to qualify, refuses, or ceases to act as Executor, I then hereby name and appoint BEN T. WOOTTON, of 2290 Lambs Gap Road, Enola, Pennsylvania, to act as substitute Executor, and I direct that no bond be'required of my Executor. Page 1 of a ~ Page Codicil 3. In all other respects, my Last Will and Testament of May 3, 1982 shall continue and remain in full force and effect. IN WITNESS W~EREOF, I have hereunto set my hand and seal to this Codicil to my Last Will and Testament, consisting of four pages, this / ~ day of ~~~ , 199~.~~ MARY E. p~ Page 2 of a 4 Page Codicil SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, MARY E. PUTT, as and for a Codicil to her Will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. Address / ~ / Address Addre s s COMMONWEALTH OF PENNSYLVANIA: : SS COUNTY OF DAUPHIN : I, MARY E. PUTT, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a Codicil to my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed PUTT, the Testatrix, this NOTARIAL SEAL CYNTHIA JEAN SPOI.,JAfllC. Notary Public Harrislouro~ Dau~in Counly My Commission Exl~ir~s April ~, 1997 Page 3 of a 4 Page Codicil COMMONWEALTH OF PENNSYLVANIA: : SS COUNTY OF DAUPHIN : and ~4~ ~j~- , the witn%sses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as a Codicil to her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testatrix, signed the Codicil as a witness; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to mr affirmed and~subscribe~ to before me by ~©~e~ ~l~. , w~tnesses, this \~ day of NOTARIAL SEAL CYNTHIA JEAN SPOLJN:{IC, N~ff Public Harrisburg, Oau~in County My Commission Expires koril S. 1997 Page ~ of a 4 Page Codicil OF MARY E. PUTT I, Mary E. Putt, a resident of Cumberland County, Pennsylvania, being of sound mind and memory, do make, publish and declare this to be m~ Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM I. I direct that all of my Just debts, my funeral expenses including a suitable monument at my grave and the cost of administration of my estate be paid as soon as practicable after my death. I direct' that my Personal Representa~ive pay out of my estate, as a general charge thereon, all inheritance, estate, succession and other taxes together with any interest or penalty thereon assessed by reason of my death with regard to all properties and assets subject to such taxes, whether or not suck property and assets pass under this will. ITEM II. I give, devise and bequeath all the rest, residue and remainder of'my property~ real, personal or mixe~ tangible and tangible, of whatsoever nature and wheresoever located and all property to which I may be entitled or over which I may ha~e any power of d~sposition or_ appointment and whether acquired during or after my lifetime to Edwin Putt, Sr., my husband, absolutely and in fee s/mple provided that he survives me by ninety days; if Edwin R. Putt, Sr. shall not survive me or should die within ninety days of my death, ~hen I ~ive, devl~e and bequeath the said rest, residue and remainder of my property to my four children, Edwin R. Pu~t, Jr., Patricta Ann Wrizht, Virginia L. Wilson and Naomi Falcone, absolutely, where and share alike, with the share of ~!ny deceased child to go to not sure, ired by any such children, then his or her share shal~ ~o to my surviving children. ITEM III. I hereby nominate, constt:ute and appoint Edwin R. Putt,Sr.'-as sole Executor of this my Las= will and Testament; in the event the said Edwin R. Putt, Sr. refuses or is unable to act for any reason, I =hen hereby nominate, constitute and appoint my four said children as mole Executors of this my last Will and Testament and I direct that no bond be required of my Executor or Executors. ITEM IV. I authorize and empower my personal representative and/or said Trustee to compromise, s~Just, release and discharEe in such manner as my personal representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, ]ease or exchange at public or private sale or in such manner, a= such prices, and upon such terms of credit or otherwise, as my personal representative or said Trustee may deem proper, all or any part of my property, real or personal; to execute, acknowledge and deliver lnstrumen~ of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance' or other taxes which are required to bo paid and to secure any such loan by pledge or mortsage of al! or any part of ~/ proper:y and to execute the necessary instruments 6o carry out such. ps,ers; to distribute my estate in kind or partly iB money ~r partly in kind, and to determine the fair value at wh/ck any. propm~g~ so distributed in kind shall be received by the distribu=ees; to cond~= any business in ~hich I have an in:eres~ at the =:~me of my decease, for such period as my personal represefitative may deem proper, poNsf ~O borrow money and ~o do all other acts ple~ge the assets!of the business and ~he.power =hat [, in my life:/me could have done, =o de]"~~:e such power to any part,er, manager or employee without liability for any loss occurring therein and co organize a corporation to carry on said business as capital to such corporation and accept stock in the corporation in lieu ~hereof and hold such stock for the uses.of this my Will, and to vote 'said stock or to sell the same as to my personal representa~ive may seem best; to retain all stocks, assets, bonds and investments owned b~ me.. without being confined to what is kno%aq as legal investments; to execute any options to purchase, to apply for stocks, bonds or o~her investments, to purchase or other~Ise acquire real estate and to execute the same powers thereover as hereinbefore provided; To retain indefinitely any part of my assets, real' or personal which fs or may become unproductive . or to make sale ~hereof: to pay ca~ryfng char~es and expenses of the property out of other prfncfpai or income of my estate. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be ~n addition and no~ ~n 14mitation of other powers conferred on said fiduciaries. iN WITNESS WHEREOF, I, Mary E. Putt, have, to chis mv Last Will add Testament, typewritten on three sheets of paper, numbere~ consecutively, sl~ned my name at the ~ottom of &il pages hereto for the puzTose of ldent~fication and at :he end hereof on page seal this' three have sec my' hand an4 Mary E. F~ (SEAL) Sisned. sealed published amd decIara~ by Mary E. Putt', the above ~amed Testatrix.' on the ~fe day of ~?~/ . 19~_~. as and for her Last Will and Testament in presence of us~/.~ho in her' 'presence and in the presence of each ocher have. ac her requite, subscribed our , witnesses here:o. Part,er, msnager or employee without liability for any loss ~herein and co organize a corporation to carry on said business as capital to such corporation and accept stock in the corporation in lieu thereof and hold such stock for the uses,of this my Will, and ~o vote 'said stock or to sell the same as to my personal representative may seem best; to retain all stocks, assets, bonds and investments owned by me. without bein$ confined to what is known as leEal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire ram1 estate and to execute the same powers thereover as hereinbefore provided; :o retain indefinitely any )art of my assets, real'or personal which is or may become unproductive . or to make sale thereof; to pay carrying charges and expenses of the property out of other principal or income of my estate. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be in addition and not in limitation of other powers conferred on said fiduciaries. iN WITNESS WHEREOF, I, Mary E. Putt, have, to chis my T~stament, tYPe%rtl:ten on :hr-- -~ .... Last Will fid signed my name at the 5o---- ~ _~n=e~s or paper,_numbered consecut :I . ~-,~ u~ mzl pages hereto for the purpose of ldent~ftcation and at :he and hereof on Signed, sealed published and declared bF Mar~ E. Putt~ the above ~amed Testatrix,' on ~he .~ day of ~?~ , 19~ aa and for her Las: ~ili and Testament l~ the P~esence o~ ua~h~ in her' 'Presence and in ~he Presence o~ each ocher have~ at her re~c, subscribed our n vttnesses hereto. partner, manager or employee without liability for any loss occurrin~ therein and co orEanize a co~poration to carry on said bus,ness as capital to such corporation and accept stock in the corporation im lieu thereof and hold such stock for the uses.of this my Will, and to vote 'said stock or to sell the same as to my personal representative may seem best; to retain all stocks, assets, bonds and investments owned b~ me. without being co, fined to what is knom~n as leEal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefor~ provided; to tel:sin indefinitely any part of my assets, real' or personal which is or may become unproductive' or to make sale thereof; to pay carrying charges and expenses of the property out of other principal or income of my estate. The powers herein conferred shall be to my named personal representative and said Trustee and all successors thereto and shall be in addition and not in l~mitation of other po~ers conferred on said fiduciaries. iN ~ITNE$S WHEREOF, I, Mary E. Putt, have, to this my Last Will add Testament, typewritten on three sheets of paper, numbered consecutively, si~ned my n~me at the ~ottom of all pa~es hereto for the purpose of identification and et ~he end hereof on pa~e three have sec m~hand and l~ry E. S~$ned, sealed published and daa~ared by Hazy ~. Put~'~ the above Last Wi~ aud Testameut in the preseu:e o£ us~x/~ 'P in the presence of each o~her have, at her renuzit, subscribed our , w~tnesses here~.o. 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 REV-1162 EX(11-96) 002622 WOOTTON BEN T 2290 LAMBS GAP ROAD ENOLA, PA 17025 ........ fold ESTATE INFORMATION: SSN: 178-16-6633 FILE NUMBER: 2103-0023 DECEDENT NAME: PUTT MARY E DATE OF PAYMENT: 05/29/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/07/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,128.00 TOTAL AMOUNT PAID: $5,128.00 REMARKS: BEN WOOTTON SEAL CHECK# 102 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVZDUAL TAXES TNHERTTANCE TAX DIV/SZON DEPT. 280601 HARRISBURG, PA 17128-0601 BEN NOOTTON 2290 LAMAS GAP RD ENOLA COHHON#EALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF DATE OF DEATH PA 17025 FZLE NUH~ER '03 JUL-7 B~ii~l~ 07-07-Z003 PUTT 12-07-2002 21 03-0023 CUHBERLAND 101 REV-15¢i? EX AFP C01-03) NARY E ACN t~!: :, I Am°unt Reei'l'ted I HAKE CHECK PAYABLE AND REH~T PAYHENT TO: REGISTER 0F HILLS CUHBERLAND C0 COURT HOUSE CARLISLE, PA 1701~ CUT ALONG THZS LZNE ~ RETAZN LOHER PORT~ON FOR YOUR RECORDS ~ REV-15~7 EX AFP [01-03] NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOHANCE OR DZSALLO~ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF PUTT HARY E F~LE NO. 21 0~-002~ ACN 101 DATE 07-07-200~ TAX RETURN HAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ~NTER~ST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedulo A) (1) 2. Stocks end Bonds (Schedule B) (2) 3. Closely Held Stock~Partnership Znterost (Schedule C) (3) ~. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Denk Deposits/NLsc. Personal Property (Schedule E) ($) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/Nisc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liebillties/Liens (Schedule [) (10) 11. Total Deductions 12. Net Value of Tax Return 13. lq. 731000.00 ~8~512.00 .00 .00 5~081.00 .00 .00 (8) 12,638. O0 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax .00 NOTE: To insure proper credit to your account, submit the upper portion of this form w~th your tax payment. NOTE: 126,595.00 (15) .00 X O0 = .00 (16) 113,955.00 X Oq5= 5,128.00 (17) . O0 X 12 = .00 (16) .00 x 15 = .00 ANOUNT PAZD ASSESSHENT OF TAX: 15. Amount of Line 1~ at Spousal rate 16. Amount of Line 1~ taxable at Lineal/Class A rate 17. Amount of Line 1~ et S1bllng rate 18. Amount of Line 1~ taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDZTS: PAYMENT RECEZPT DZSCOUNT DATE NUNBER ZNTEREST/PEN PAZD (-) 05-29-2003 CD002622 .00 (X9)= 5,128.00 5,128. O0 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 5,128.00 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.} Zf an assessment was lssued prevlousZy, 11nes 14, 15 and/or 16, 17, 18 and 19 re~lect ~$gures that include the total o~ ALL returns assessed to date. (11) 12.~38. O0 (12) 113,955. O0 (13) . O0 (1,~) 113,955. O0 RESERVATION: Estates of decedents dying on or before December lg, 198g -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Colmon#aalth hereby expressly reserves the right to appraise and assess transfer Xnheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DXSCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 0140 of tho /nheritance and Estate Tax Act, Act g$ of gOOD. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side. --Make check or money order payabXe to: REGXSTER OF NXLLS) AGENT A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special gq-hour answering service for forms ordering: 1-80O-$6Z-gOSO; services for taxpayers mith special hearing and / or speaking needs: 1-800-447-$0g0 (TT only). Any party in interest not satisfied aith the appraisement, mlloaance, or disalloaancm of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. zelOgl) Harrisburg, PA 17128-10Z1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revile Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. The 15Z tax a~nesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (l) day from the date of death, to the date of payment. Taxes ahich became delinquent before January l, 1980 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198g mill bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .000546 1987 9Z .OOOZ47 1999 7Z .OOO19Z 1983 16Z .000438 1988-1991 llZ .000301 ZOO0 8Z .000Z19 1984 llZ .O003Ol 1992 9Z .00024? ZOO1 91 .000247 1985 X3Z .000356 1993-1994 7Z .O0019Z 2002 62 .000164 1986 IOZ .000274 1995-1998 9X .000Z47 ZOO3 52 .000137 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DALLY TNTBREST FACTOR --Any Notice issued after the tax becomes delinquent aill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. 'rf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: ( z Will No.: "~ / - o -~ -o~g3 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: State whether administration of the estate is complete: Yes ~ No ~-] 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: bo Did the personal representative file a final account with the Court? Yes _ No [~ The separate Orphans' Court No. (if any) for the Personal representative's account is: Date: Co Did the personal representative state an account informally to the parties in interest? Yes [2~ No [-] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Name Capacity: Address ~",,v~cr~ r' t~ /7og ~ Telephone No. [] Personal Representative [---1 Counsel for personal representative