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Home My WebLink About03-1005Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Freedith M. Bi,ham also known as Pearl Mearkle Petitioner(s), who is/are 18 years of age or older, apply(les) for: , Deceased Social Security No. 205-16- 6393 (COMPLETE 'A' or 'B' BELOW:) A. PrObate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut rix the Decedent, dated 10/03/2003 and codicil(s) dated None ~named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLE. I P__ IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland or principal residence at 156 Big Spring Terrace, Decedent, then 86 years of age, died 10/16/2003 County, Pennsylvania with his/her last family West Pennsboro, Newville, PA 17241 (list street, number, and municipality) at Newville, PA 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 Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania (Location) 75,000.00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersi~tned: ~;~ . , ~' ~f'~z~ /~/~'.~/"~/~£ ~ T~'ped or pr,nted name and residence /Vf~"~:~ I Pearl Mearkle I 1524 Walnut Bottom Road, Newville, PA 17241 / Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this ~,'/"~'~'day of /Z~{~f~ ¢ Pear'l Mearkl'e · No. Estate of Freedith M. Bi,;ham Social Security No: 205-16- 6393 AND NOW, ~'--~C_~_.r'~ t5 Date of Death: 10/16/2003 Deceased _~, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ~ Of Administration (c.ta.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate) are hereby granted to Pearl Mearkle in the above estate and that the instrument(s) dated 10/03/2003 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Sho~ Cemificate(s) Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Inventory .......... $ Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association Attorney: Robert J. Mulderi~ I,D. No: 48619 Turo Law Offices Address: 28 S. Pitt St. Carlisle, PA 17013 Telephone: 717/245-9688 / Copyright (c) 1996 form software only CPSystems, inc. Form RW-1 (1991) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9748870 No. ~'~] Local Registrar ~~NI ~ ,, ~ OCT ] 7 200~ Date 86 Cumberland ousewife 156 Big Newville Freedith COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Pa M. Bigham SpringTer. PA 17241 205 --16 -- 6393 Cumberlan~ County ,~,~[] E.~,.~ O ~O [] ~ Ter. 7241 r~.. Harry Jumper Pearl Mearkle Percilla Davis .0 /03 lle Cemetery Oct. 16, 2003 ~Ville PA 17241 7241 L ................................................... :. * . t · c/use(l)and [] [] ,-F,~ r-)o~ / / FREEDITH M. BIGHAM I, FREEDITH M. BIGHAM, of Lot 156, Big Spring Terrace, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate to my beloved sister, PEARL MARKEL, providing that she survives me by sixty (60) days. THIRD Should my sister, PEARL MARKEL, predecease me or die on or before the sixtieth (60th) day following my death, then I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate to my brother, VICTOR JUMPER, of 236 Stonehouse Road, Carlisle, Pennsylvania, who survive me by sixty (60) days. FOURTH My executor anc~ trustee are authorized and empowered to exercise from time to time in his/her/its sole discretion and without prior authority from any Court, in respect of any property forming part of any trust hereby created or otherwise in its possession hereunder all powers conferred by law upon trustees or executors and the Testatrix intends that such powers be construed in the broadest possible manner. FIFTH I nominate, constitute and appoint my sister, PEARL MARKEL, 1524 Walnut Bottom Road, Newville, Cumberland County, Pennsylvania, Executrix of this my Last Will and Testament. In the event PEARL MARKEL is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my brother, VICTOR JUMPER, of Carlisle, Cumberland County, Pennsylvania. to serve instead. ~ direct th~.t my personal representative shall not be required to give or post bond for the faithful performance of his/her/its duties in this or any other jurisdiction. SIXTH I hereby declare it to be my expressed desire that my personal representative employ Turo Law Offices of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this ..,7 ~?? day of z:d, 7~/~ ,2003. Witness Witness M. Bic~ham ' ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 'SS I, FREEDITH M. BIGHAM, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed and acknowledged before me by Freedith M. Bigham, the Testatrix, this .] ~'~ day of ~¢~-~a'~-r~ ,2003. ~,l'ot~[ry P/d~blic " ~---)' ~ Notarial Seal I Robert J. Mulderig, Notary Public I ,~,.~_~e ,B_oro, _Cumberland County AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA · 'SS COUNTY OF CUMBERLAND We,-~O_.(J~.n~ 1~. ~j~_Q%-~I and mP,~u ~'ZIeJ.~_r,A~"~¢v, the witnesses [,) . whose names are attached to the foregoing document, being duly qualified according to the law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she 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 Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed be,%re me by .~~e~e~ this ,~ dayof ~.~¢~' ,2003· Notary P~'blic Notarial Seal Robert J. Muldedg, Notary Public Carlisle Boro, Cumberland County My Commission Expires Nov. 13, 2004 Freedith M. Bigham CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Freedith M. Bigham Date of death: October 6, 2003 Will No. 2003-1005 Admin. No. 21-03-1005 TO THE REGISTER: I certify that notice of 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. Name Pearl Mearkel Address 1524 Walnut Bottom Road, Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Respectfully Submitted TURO LAW OFFICES December 12, 2003 Date Robert~V'. Mulderig, Esc~e 28 South Pitt Street Carlisle, PA 17013 (717) 245-9688 Capacity as Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 '7128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003426 MULDERIG ROBERT J 28 S PITT STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 205-16-6393 FILE NUMBER: 2103- 1005 DECEDENT NAME: BIGHAM FREEDITH M DATE'OF PAYMENT: 01/09/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 O/16/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,629.26 REMARKS: TURO ET AL CHECK# 2505 SEAL TOTAL AMOUNT PAID' $9,629.26 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT IFILE NUMBER 21 COUNTY CODE 03 01005 YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Btgharn, Freedtth M 10/16/2003 I 04/19/1917 SOCIAL SECURITY NUMBER 205-16-6393 THla RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 1. OdginalReturn [] 2. SupplementalReturn Future Interest Compromise (date of death n 4 Limited Estate [] 4a. after 12-12-82) [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Will) copy of TnJst) [] 9. Litigation Proceeds Received [] 10, Spousal Poverty Credit (date of death beb~veen 12-31-91 and 1-1-95) NAME Robert J. Muldcrig ~iRM NAME (If appiicable) Turo Law Offices TELEPHONENUMBER 717/245-9688 [] 5. Federal EstateTax Return Required 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) 28 S. Pitt St. Carlisle, PA 17013 z 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines %7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (1) Non. e. (2) 94,556.45 (3) None (4) None (5) 557.99 (6) 3,214.36 (7) None (9) 13,673.53 (10) 188.10 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) 98,328.81 (11) 13,861.63 (12) 84,467.18 (13) (14) 84,467.18 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15, Amount of Line 14 taxabre at the spousar tax rate, or transfers under Sec, 9116(a)(1,2) x .00 (15) 16. Amount of Line 14 taxable at lineal rate x .045 (16) 17. Amount of Line14 taxable at sibling rate 84,467.18 x .12 (17) 10,136.06 18. Amount of Line 14 taxable at collatoral rate x .15 (18) 19. Tax Due (19) 10,136.06 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 156 Nig Spring Terrace CIT~ Newville ISTATE PA ~ 17241 Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 506.80 Total Credits (A + B + C) 3. Interest/Penariy if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line I + 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) 10,136.06 {2) 10,136.06 (3) 0.00 (4) (5) 0.00 (5A) (5B) 0.0 0 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 dght to designate who shall use the property transferred or its income; ................................ [] [] c. retain a reversionary interest; or ............................................................................................................ [] [] d. receive the promise for life of either payments, benefits or care? .......................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer preperty 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? ............................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Pearl Mearkle 1524 Walnut Bottom Road Newville, PA 17241 For dates of h on or after July 1, t 1, 1995, the tax rata imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or 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 ara stil~ applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE B STOCKS & BONDS COMMONWEAl-TH OF PENNSYLVANIA INHI~RITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bigham, Freedith M I FILE NUMBER 21 -03-01005 All property jointly-owned with Hght of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 2 Metlife Investors Annuity A2065034 DESCRIPTION ALLSTATE ADVANTAGE ANNUITY GA206449 UNIT VALUE VALUE AT DATE OF DEATH 71,740.27 22,816.19 TOTAL (Also enter on line 2, Recapitulation) ! 94,~56.46 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RET~JRN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF Bigham, Freedi~M iFILE NUMBER 21- 03-01005 Include the proceeds of litigat on and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 2 4 CAPITAL BLUE CROSS REFUND DESCRIPTION PEOPLES BENEFIT SERVICES REFUND CARLISLE REGIONAL MEDICAL CENTER REFUND CARLISLE REGIONAL MEDICAL CENTER REFUND VALUE AT DATE OF DEATH 502.87 9.40 33.75 11.97 TOTAL (Also enter on Line 5, Recapitulation) 557.99 SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bigham, Freedith M FILE NUMBER I 21 - 03- 01005 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Pearl Mearkle 1524 Walnut Bottom Road Ncwvilc, PA Sister 7241 JOINTLY OWNED PROPERTY: LETTER DATE · ' ~PTIO-N-~ · * F Incl.ud~ n~me of finanoal institution and bank account number~ DATE OF DEATH i Yo O ITEM iFOR JOINT MADE or s,m,lar identifying number. Attach deed for oinfly-held real VALUE OF ASSET I N~CRE~eS-r NUMBER TENANT JOINT estate . ,~.o. 1 A [PNC money market #50-0408-5737 6,42~:~ ~50~o DATE OF DEATH VALUE OF DECEDENTS INTEREST 3,214.36 TOTAL (Also enter on line 6, Recapitulation) ~ 3,214.36 COMMONWF~TH OF P~NNSyI-VANIA INHERITANC~ TAX RETURN RESIDENT DECEDENT ESTATE SCHEDULE H FUNERAL EXPENSES & ADMINIS'iRATNE COSTS FILE NUMBER 21 - 03- 01005 Bigham, Freedith M Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION ! AMOUNT A. FUNERAL EXPENSES: 1 EGGER FUNERAL HOME, INC 8,399.00 15 BIG SPRING AVENUE, NEWVILLE, PA 17241 ADMINISTRATIVE COSTS: Pemonal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attomey's Fees ROBERT J, MULDERIG 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 CUMBERLAND COUNTY REGISTER OF WILLS CUMBERLAND LAW JOURNAL THE SENTINEL Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs 4,916.00 178.00 75.00 105.53 TOTAL (Also enter on line 9, Recapitulation) 13,673.53 - SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Bigham, Frecdith M FILE NUMBER 21 - 03- 01005 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 CARLISLE PATHOLOGY ASSOCIATION PO BOX 188 114.35~ LANDISVILLE PA 17358 ADAMS ELECTRIC CENTRAL PENN MEDICAL GROUP SPRINT 50.41 15.45 7.89 TOTAL (Also enter on Line 10, Recapitulation) 188.10 SCHEDULE J BENEFICIARIES ESTATE OF Bigham, FreedithM iFILE NUMBER 21- 03-01005 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY lo TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Pearl Mearkle 1524 Walnut Bottom Rd Newville, PA 17241 II. I RELATIONSHIP TO I AMOUNT OR SHARE DECEDENT OF ESTATE Sister I 1 O0 Percent ~Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shedt , 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 SHEI~T / FREEDITH M. BIGHAM I, FREEDITH M. BIGHAM, of Lot 156, Big Spring Terrace, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate to my beloved sister, PEARL MARKEL, providing that she survives me by sixty (60) days. THIRD Should my sister, PEARL MARKEL, predecease me or die on or before the sixtieth (60th) day following my death, then I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate to my brother, VICTOR JUMPER, of 236 Stonehouse Road, Carlisle, Pennsylvania, who survive me by sixty (60) days. FOURTH My executor and trustee are authorized and empowered to exercise from time to time in his/her/its sole discretion and without prior authority from any Court, in respect of any property forming part of any trust hereby created or otherwise in its possession hereunder all powers conferred by law upon trustees or executors and the Testatrix intends that such powers be construed in the broadest possible manner. FIFTH I nominate, constitute and appoint my sister, PEARL MARKEL, 1524 Walnut Bottom Road, Newville, Cumberland County, Pennsylvania, Executrix of this my Last Will and Testament. In the event PEARL MARKEL is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my brother, VICTOR ,JUMPER, of Carlisle, Cumberland County, Pennsylvania, to serve instead. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his/her/its duties in this or any other jurisdiction. SIXTH I hereby declare it to be my expressed desire that my personal representative' employ Turo I_aw Offices of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this day of z;~,~-~,~/~ ., 2003. Witness Witness Fre~i~ M. Bi~hham ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF CUMBERLAND : I, FREEDITH M. BIGHAM, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Fre~c~th M. Bigham '" ~" ,v ,~ ,~ Sworn or affirmed and acknowledged before me by Freedith M. Bigham, the Testatrix, this..~,~ ~'z~ day of ~,¢:r~r~-~ ,2003. ~l'ota'ry P/,:(b I i c C) Notarial Seal Robert J, Mulderlg, Notary Public AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : :SS COUNTY OF CUMBERLAND : We,'~)£1LnL I~. ~'P~.-{-C~ and C~R~z~ ~,~.e,-~,~.,~, the witnesses whose names are attached to the foregoing document, being duly q~alified according to the law, do depose and say that we were present and sav~ Testatrix sign and execute the instrument as her Last Will and Testament; that she signed Willingl. y ~ that shoe executed it as her.free and voluntary act for the purposes therein 'exit)reused; that each subsCribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at-the time 18 or more years of age, of sound mind and under no constraint or undue influence. NOtary P~blic Noterlal Seal R(ff~e~t J. Mulderig, Notmy Publi~ My Commission Ex, res Nov. 13, 2004 FAMILY SETTLEMENT AND FINAL RELEASE ESTATE OF FREEDITH M. BIGHAM KNOW ALL MEN BY THESE PRESENTS, that Freedith M. Bigham, late of 156 Big Spring Terrace, Newville, Cumberland County, Pennsylvania, deceased, died testate on October 16, 2003, having first made his/her Last Will and Testament, which was duly executed on October 3, 2003 and probated in the Office of the Register of Wills of Cumberland County, on December 5, 2003. WHEREAS, the said Freedith M. Bigham, by the aforesaid Last Will and Testament, named Pearl Mearkle as Executor of said Last Will and Testament; WHEREAS, Letters Testamentary on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executor, hereinafter called personal representative; WHEREAS, the personal representative has gathered the Fssets the E~t~te of t~'~otal the said decedent and the assets consist of personal and real ~ropert~/ith value of $98,328.81 as set forth in Exhibit "A", which is a cop~ of th6C:PennCylV~nia Inheritance Tax Return filed and approved by said personal repre.sentatlve¢ and ~h!ch is attached hereto and made a part hereof, and marked Exhibit ..... A, WHEREAS, the debts and deductions, including the payment of inheritance tax in the said Estate, which have now been paid, leave a balance for distribution of $74,837.92. WHEREAS, the balance for distribution has been reduced to cash and has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the said Decedent; NOW, THEREFORE, Pearl Mearkle being the only heir under the Last Will and Testament of the said decedent, and being the person entitled to inherit under said Last Will and Testament, does hereby acknowledge that I have this day had and received from the aforesaid personal representative, in full satisfaction and payment of all sums of money, legacies, bequests, and devises as are given, devised and bequeathed to me by the said Last Will and Testament, the amounts due me under said Last Will and Testament, which amounts I have received this day or prior to this day; and, I do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, I agree that no account is necessary and I do hereby agree that I do consent to distribution being made without the filing of an account and schedule.of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said personal representative, Pearl Mearkle, her heirs, executors, administrators and assigned, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this Agreement, I do hereby covenant and agree the aforesaid personal representative, that I will contribute pro-rata our share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the said Estate or the aforesaid personal representative after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year noted below. ~t~ness- - . ._~ ibearl Mearkle , OECEDENT~AME (LAST. FiRS~, ~ INtTIALT~ Bigham, Freedith M 10/16/2003 REV-1500 CO""O~W~*£T"O~,ENNSVLV^N,, INHERITANCE TAX RETURN DEPARTMENT OF REVENUE ~,.2~o~ ~_ RESIDENT DECEDENT z [] 10dginal Return [] 2. Supplemental Return [] 4. Limited Estate [] 4a, Future nterest Compromise (date of death after 12-12-82) [] 6, Decedent Died Testate (At[ach copy [] 7. Decedent Maintained a Living Trust (Attach [] 9, Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of deaih beiween Robert J. Mulderig Turo Law Offices 717/245-9688 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Sank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Properbj (Schedule F) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costa (Schedule H) 10. Debta of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) :ILENUMBER -- 21 03 01005 COUNTY COOE YEAR NUMBER (3) None (4) None (5) 557.99 (6) 3,214.36 (7) None (9) 13,673.53 (10) 188.10 13. Chad(able and Governmental Bequests/Sec 9113 Trusts for which an ejection to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 84,467.18 19. Tax Due 20. [] ' · '' ' * '' , · · e .-, (19) 10,136.06 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) x .00 x .045 x .12 x .15 (2) 94,556.46 [] 5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) {A~tach Sch O) REGISTER OF WILLS ~NUMEE~ (1) None 28 S. Pitt St. Carlisle, PA 17013 (8) 98,328.81 (11) 13,861.63 (12) 84,467.18 (13) (14) 84,467.18 (15) (16) (17) 10,136.06 (18) SOCIAL SECURITY NUMBER 205-16-6393 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE Dece~ent's Complete Address: ICTREET ADDRESS 156 Nig SplSng Tel~:ace ITY Newville STATE PA i ZlP i 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 9,d29.2ff B06.8~Y (I) 10,136.06 3. Interest/Penalty if applicable D. Inte(est E. Penalty Total Credits (A + B + C) Total Interest/Penalty (D + E) (2) 10,136.06 (3) 0.00 4. If Line 2 is greater than Line I + Line 3, enter the difference. This is tim OVERPAYMENT. -- .... Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) B. Enter/he total of Line 5 + 5A. This is the BALANCE DUE. (Se) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ............................................................................. [] [] b. retain the dght to designate who shall use the property transferred or its inceme; ................................ [] [] c. retain a reversionary interest; or ............................................................................................................ [] [] d. receive [he promise 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 secudty at his or her death? ...... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probata property which contains a beneficiary designation? ............................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Pearl Mearkle 1524 Walnut Bottom Road Newville, PA 17241 Rober[,. ulde g ss dAr~ ."~ .... 28 S. Pitt St. ' [:or dates of ue of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1,1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed On the net value of transfers to or for the use of the suNiving 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 retum are still aCplicable 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 stepparant of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rote imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decadent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERtYANCE TAX RETURN ESTATE OF SCHEDULE B STOCKS & BONDS Bigham, Freedith M FILE NUMBER 21 - 03- 01005 All property jointly-owned with right of survivorship must be disclosed on $chedu e F. ITEM NUMBER DESCRiPTiON UNIT VALUE VALUE AT DATE 1 Metlife Investors A]muity A2065034 OF DEATH 2 ALLSTATE ADVANTAGE ANNUITY GA206449 71,740.27 22,816.19 TOTAL (Also enter on line 2, Recapitulation) ~ 94,556.46 COMMON~EALTH O~ PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bigham, Freedith M SCHEDULEE CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY FILE NUMBER 21-03-01005 Include the proceeds of t gation and the date the proceeds were received by the estate. All property jointly-owned with the right of surv vorsh~p must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 CAPITAL BLUE CROSS REFLrND DESCRIPTION PEOPLES BENEFIT SERVICES REFUND CARLISLE REGIONAL MEDICAL CENTER REFUND CARLISLE REGIONAL MEDICAL CENTER REFUND VALUE AT DATE OFDEATH 502.87 9.40 33.75 11.97 TOTAL (Also enter on Line 5, Recapitulation) 557.99 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY Bigham, Freedith M l FILE NUMBER 21 - 03 - 01005 If an asset was made joint within one yoar of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Pearl Mearkle 15~4 WaLnut Bottom Road Newvile, PA Sister 7241 JOINTLY OWNED PROPERTY: ITEM NUMBER LE'FI-ER I DATE FOR JOINTI MADE TENANT i JOINT estate. [JESCRIPTTON OF~OPERTY nclude name of financial instituUon and bank acx:ount number similar identifying number. Attach deed for jointly-held real PNC money market #50-0408-5737 DATE OF DEATH I ~ALUE OF ASSET 6,428.72 50~ IDATE OF DEATH i VALUE OF DECEDENT'SINTEREST 3,214.36 TOTAL (Also enter on line 6, Recapitulation) 3,214.36 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDEN~ SCHEDULE H FUNERAL EXPENSES & ADMINkS'TRATIVE COSTS ESTATE OF Bigham, Freedith M FILE NUMBER 21 - 03- 01005 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER i 'A. i FUNERAL EXPENSES: EGGER FUNERAL HOME, INC 15 BIG SPRSNG AVENUE, NEWVILLE, PA 17241 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid -' Attorney's Fees ROBERT J. MULDERIG 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 CUMBERLAND COUNTY REGISTER OF WILLS CUMBERLAND LAW JOURNAL THE SENTINEL Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 8,399.00 4,916.00 178.00 75.00 105.53 13,673.53 COMMONWEAI_'r~ OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENY DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES,& LIENS ESTATE OF Bigham, Freedith M FILE NUMBER 21 - 03- 01005 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 CARLISLE PATHOLOGY ASSOCIATION PO BOX 188 2 3 4 LANDISVILLE PA 17358 ADAMS ELECTRIC CENTRAL PENN MEDICAL GROUP SPRINT AMOUNT 114.35 50.41 15.45 7.89 TOTAL (Also enter on Line 10, Recapitulation) 188.10 REV-151~ EX+ (9-00) ' ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETDRN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Bigham, Freedith M FILE NUMBER 21 - 03 - 01005 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT Io DO Not List TnJsteets~ TAXABLE DISTRIBUTIONS (include outright spousal distributions) Pearl Mearkle 1524 Walnut Bo~:om Rd Newville, PA 17241 Sister AMOUNTORSHARE OF ESTATE Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheit NON-TAXABLE DISTRIBUTIONS: , A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS FREEDITH M. BIGHAM I, FREEDITH M. BIGHAM, of Lot 156, Big Spring Terrace, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my pemonal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate to my beloved sister, PEARL MARKEL, providing that she survives me by sixty (60) days. THIRD Should my sister, PEARL MARKEL, predecease me or die on or before the sixtieth (60t~) day following my death, then I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate to my brother, VICTOR JUMPER, of 236 Stonehouse Road, Carlisle, Pennsylvania, who survive me by sixty (60) days. FOURTH My executor and trustee are authorized and empowered to exercise from time to time in his/hedits sole discretion and without prior authority from any Court, Jn respect of any property forming pad of any trust hereby created or otherwise in its possession hereunder all powers conferred by law upon trustees or executors and the Testatrix intends that such powers be construed in the broadest possible manner. FIFTH I nominate, constitute and appoint my sister, PEARL MARKEL, 1524 Walnut Bottom Road, Newville, Cumberland County, Pennsylvania, Executrix of this my Last Will and Testament. In the event PEARL MARKEL is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my brother, VICTOR JUMPER, of Carlisle, Cumberland County, Pennsylvania, to serve instead. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his/her/its duties in this or any Other jurisdiction. SIXTH I hereby declare it to be my expressed desire that my personal representative employ Turo Law Offices of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerabre knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this ..7 ~-~ . day of ~..~ ~ L¢~/~. ,2003. Witness Witness ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :SS I, FREEDITH M. BIGHAM, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Freedith M. Bigham ~,P" ~ :"" Sworn or affirmed and acknowledged before me by Freedith M. Bigham, the Testatrix, this ,'~ '?~ day of ~¢~r~-r~ ,2003. Notarial Seal Robert J. Muldedg, Notary Public Carlisle Bom, Curnbertand County My Commission ,AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : whose names are attached to the foregoing document, being duly qualified according to the law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly sj~ that sh.e executed it as her.free and voluntary.act for the purposes therein 'ex'lSre~sed; that each subscribing witness in the headng and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at. the time 18 or more years of age, of sound mind and under no constraint or undue influence. Notary P~blic Notarial Seal Robert J, Muldertg, Nota~/Publk~ C, artls~e Bom, Curnbeflana Coun~ My Commission Expires Nov. 13, 2004 BUREAU OF ZNDTVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ROBERT J HULDERIG TURO LAN OFFICES 28 S PITT ST CARLISLE PA 17013 DATE 09-06-200q ESTATE OF BIGHAH FREEDITH H DATE OF DEATH 10~2003 FILE NUNDER Zl~£100~ COUNTY cU~ERLANI~ ACN 10~' HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WSLLS ~2~ :ii:i , CUHBERLAND coCOURTiiiI)USE ...... CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS 4 REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BIGHAH FREEDITH HFILE NO. 21 03-1005 ACN 101 DATE 09-06-200q TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship In~eres~ (Schedule C) ($) q. Mortgages/No,es Receivable (Schedule D) (q) 5. Cash/Bank Deposits~Misc. Personal Propar~y (Schedule E) (E) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Cos~s/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Ne~ Value of Tax Re~urn 9q/556 O0 557 99 3~21q O0 NOTE: To insure proper .q6 cradi~ ~o your account, O0 subai~ ~ha upper portion of ~his form wi~h your ~ax payaan~. .36 O0 (8) 13,673.53 188.10 15. NOTE: 98,328.81 (11) 13.86] .63 (12) 8q, q67.18 Charitable/Governmental Bequests; Non-alac~ad 9115 Trusts (Schedule J) (15) Net Value of Estate Subject to Tax (lq) If an assessment Has issued previously, lines 14, 15 and/or 16, 17, reflect figures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Aaoun~ of Line lq a~ Spousal ra~e 16. Amoun~ of Line lq ~axabla a~ Lineal/Class A 17. Amoun~ of Line lq a~ Sibling ra~a 18. Amoun~ of Line lq ~axabla a~ Collateral/Class B ra~a 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT' DISCOUNT DATE NUMBER INTEREST/PEN PAID (-) 01-09-ZOOq CDOO3q26 506.80 .00 8q,q67.18 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 18 and 19 Nill (la) .00 X O0 : .00 (16) .00 x Oq5= .00 (l?) 8q,q67.18 x 12 = 10,136.06 (la) .00 x 15 = .00 (19)= 10,136.06 AMOUNT PAID 9,629.26 TOTAL TAX CREDIT I 10,136.06 DALANCE OF TAX DUEl .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REDUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ?~ RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate ls transferred in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laaful Class D (collateral) rata on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TZ P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Rsglster of NilIs printed on the reverse side. --Make check or money order payable to: REGISTER OF N/LLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special Zq-hour answering service for forms ordering: 1-800-56Z-ZOSD; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-50Z0 (TT only}. Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 17128-lOZ1, 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 Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787~6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (aZ) discount of the tax paid is allowed. The iSZ tax amnesty 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 which became delinquent before January 1, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 198Z will 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 19DZ through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .0005q8 1968-1991 llX ,000301 2001 9Z .O00Zq7 1983 16Z .000q38 199Z 9Z .o00gq7 ZOOZ 6Z .O0016q 198fi llZ .000501 1993-199q 7Z .00019Z ZOO3 52 .000137 1985 132 .000~56 1995-1998 9Z .OOOZ~7 ZO0~ qZ .000110 1986 102 .O00ZTq 1999 72 .00019Z 1987 lOX .O00Z7fi ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUIIBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (la} days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 MULDERIG ROBERT J 28 S PITT STREET CARLISLE, PA 17013 RE: Estate of BIGHAM FREEDITH M File Number: 2003-01005 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. 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 I, 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: 10/16/2005 Your prompt attention to this matter will be appreciated. Thank You. gincerely, #' '" IJ!/' .. Y", Lt- /~h_.# ~~ (;~"~...J JC~A/.-"T GLENDA FAP~~ER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \..-~ Register of Wi Us of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 F;.~ev.-th /Yl, eltp ff7'f-~ Date of Death: Estate No.: ~Dt?.5 - 6 / C!'CJS- 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. Stat~ ~h~r administration of the estate is complete: Yes~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the person::!!~entative file a final account with the Court? Yes 0 No M b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the person~rfJresentative state an account informally to the parties in interest? Yes ~ No 0 _ (" ) [-- c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts maybe filed willi the c~ may be _ / I attached to this report. Date:~ Sigpature //~--;::o 'Name .J 7 >_ ~-tf ~+. AddressL- ?tv l,. fc ij~ l 7C9(5 //?-~V--?~rr Telephone No. -- . i; c: .. c' , - r-- ~- '> c._ .] C~-J Capacity: 0 Personal Representative ~ounsel for personal representative \...Q,--