HomeMy WebLinkAbout03-0037PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ?~l~i~lC~-S P~Prg.~' Eff}/~-7- No.
also known as To:
Social Security No. ! ~ 3- 0 ? - (~ ~'q ~eceased.
Register of Wills for the
County of ED ,'n ~.6-,'e. t~/~ O
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 executt~e,.~s
in the last will of the above decedent, dated r~ ~t/ec~ I ~-
and codicil(s) dated h [c~
in the
named
,19qq
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C- o rv~ g Et~ t_ g} M D
h ~c~ last family or principal residence at '~d~ I ~, /~ ~dV~ot/~-/'q
(list street, number and muncipality)
Decendent, then _~c~ years of age, died ~_C~ ~lg~
at
County, Pennsylvania, with
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: *tlh
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~cc~ ~-/-r,-m e~ -¢<r ~-
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
d
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3.
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribedc × //~L(~)~-A'co/'~ ~/'~-/~
before me this 3 5th day ofl { ' . - .f (/.~_~ 0~'
__ JANUARY ?00'~ ^ 19. ~, ~cc ,,~.ct.c~£~,_ /_~ ~
No.
Estate Of FRANnF~ MARP~ARFT FMI FT , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
~3ANIIARY 1G~ ?OOF~
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 3-12-1999
described therein be admitted to probate and filed of record as the last will of
FRANCES MARGARFT FMI FT
and Letters T E STAM E NTAR Y
are hereby granted to SHIRLEY NADINE WITHdACK, EDNA LUCILLE REDDING,
19 , in consideration of the petition on
AND
FRANCES LAURABELLE GATTEN
FEES
Probate, Letters, Etc .......... $ 80.00
Short Certificates( ) .......... $ 9.00
xA~h~i~ix .x .t.r.a.. p .a ~e. s. .... $ 9.00
jcp $ 10.00
TOTAL $ 108.00
Filed 1 - 15- ?003 .........
execS' 'c'~r~' 'b'~' '1'-'i~'-'~66~' to Dick
up
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certi~' that the infbrmation here given is correctly copied from an oliginal cettifScatc' ,:,r ci<~ath :.i~i ,i ,,. '. ~ ~
Local Registrar. The original certificate will be forwarded to the State \/itel Rccc, rds ()t~Sce l}~r i',,:'rm ~n,':~ i~:i~: .
WARNING: It is illegal to duplicate this copy by photosi~at or pho~ogmph.
Fee for this certificate, $2.00
P 8 9 0 0 7 21
No. ~~ l)at:c
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Frances N. Emlet I''female I" - 09- ~s94 I'. December 16, 2002
89 ~-.I { I i I 04-12-13 ~dams Co.,Pa,I .... []
I : I ~ I,- It I~. I
Cumberland Co. I Carlisle Bore I Church of God Home
d"' .omemaKer I,,. t,. = '~ I,, ~'~ I ( .... '" ].w~dowed [,.deceased
~ ~ ~'S ~1~ ~ ~,~. C~. ~. ~ ~ [~CE~NI'S . .
Charles F, Miller
Edna L. Redding, daughter
~-3 ~.....~.0 ,~.~-~at.O
o~w~O o~.m~.o~ OJ,,~l 12-20-02
=~ ,~'~--~-~. ~ J~. 08555~L ~.Monahan FH 125 Carlisle St. Gettysburg,
i C~m~MO i~am~ 23a-C ~ vv~e~ c~tlf~/ JTO l/~ ~ M my knov,~dge. ~emh ~ed at the Ihme. date a,~l pMc~ staled. LICENSE NUMeER D~TE SIGNED
MOTHER'S NAME {F~. M~c~e. Me, den Suff~me)
,,. Ida A. Kinneman
~. 640 Quaker Run Road Aspers, Pa. 17304
Sunnyside Cemetery York Springs, Pa.
'MEDICAL EXAMINER/CORONER
O~1 the belie of examination a nd/o~ investigation, in my opinion, death occurred It the time, date, and place, and due to the cause(i) and
minne~ a~ stated .......................................... . ................ []
17372
CAMPBELL & WHITE
A'FrORNL~YS AT LAW
LAST WILL AND TESTAMENT OF FRANCES MARGARET EMLET
I, Frances Margaret Emlet, presently of 127 Main Street, P.O. Box 54,
York Springs, Adams County, Pennsylvania 17372, being of sound and
disposing mind, memory and understanding, and free from any undue
influence, do make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void all former Wills which may
have heretofore been made by me.
FIRST: I direct that my personal representative(s) [Co-Executrices, or
the survivor(s) of them] hereinafter named shall first pay out of my general
estate, as soon as possible after my death, all of my just and legally collectible
debts, funeral expenses, expenses of administration of my estate, and all
estate, inheritance and like death taxes becoming due with respect to any and
all property required to be included in my gross estate for tax purposes,
regardless of whether such property passes by the terms of the Will; and
provided further, that the transfer of all such property shall be free and clear of
such death taxes.
SECOND: I give and bequeath the sum of Five Hundred Dollars
($500.00) unto each of my grandchildren named hereinbelow, or his or her
respective issue:
A. Michael E. Redding
B. Roxarme M. (Redding)Dennis
C. David A. Redding
D. Mark E. Redding
E. Joseph R. Redding
F. Teresa A. (Redding)Quigley
G. Scott W. Withjack
H. Barrett (a/k/a Barry) A. Withjack
Page 1 of Will dated:
CAMPBI~L & WHIT~
ATI'ORNh-'YS AT LAW
I. Richard Blain Milton Gatten
J. Lisa Doreen (Gatten) Wannyn
THIRD: ! give, devise and bequeath, in complete and perfect
ownership, all of the rest, residue and remainder of my property and estate,
of whatever nature, wherever situate and howsoever acquired, which ! may
own, have the right to dispose of, or to which ! may be entitled, at the time of
my death, in equal shares, unto my Three (3) daughters, Edna Lucille
Redding, Shirley Nadine Withjack and Frances Laurabelle Gatten, or their
respective issue, per stirpes.
FOURTH: I nominate, constitute and appoint my said Three (3)
daughters, Edna Lucille Redding, Shirley Nadine Withjack and Frances
Laurabelle Gatten, or the survivor(s) of them, as Co-Executrices of this my
Last Will and Testament. I expressly direct that my said personal
representative(s) shall not be required to post bond for the faithful
performance of said personal representatives'('s) duties in this or in any other
jurisdiction.
FIFTH: Subject to the foregoing, ! confer upon my personal
representative(s) full power and authority to sell, transfer and convey any
property, of whatever nature and wherever situate, which I may own, have
the right to dispose of, or to which I may be entitled, at the time of my death,
at public or private sale, and at such time and place, and upon such terms
and conditions, as my personal representative(s) may determine to be in the
best interest of my Estate.
IN WITNESS WHEREOF, I, Frances Margaret Emlet, the Testatrix,
Page 2 of Will dated: ~\ ~1 ~-.~~ , '~~ "~_~.~a.~t"
CAMPBELL & WHITE
ATI'ORNEY$ AT LAW
haveA^ ~.t° this my Last Will and Testament set my hand and seal this ~L~- day
of . .,/_"'~m~,..~__~,~ , One Thousand Nine Hundred and Ninety-Nine
(1999).
Frances Margaret L~Tml~t, Testat-r~'
Signed,
Margaret Emlet,
who, at her request, in her presence and in the presence of each other,
hereunto subscribed our names as Witnesses.
Witness d-'
sealed, published and declared by the Testatrix, Frances
as and for her Last Will and Testament in the presence of us,
have
I
!
Page 3 of Will dated: -~l .L~l ~
I
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF ADAMS :
and ~ ~c~ L ~.~~cff~ , the Testatrix and Witnesses
respectively, v~ose names are signed to the foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and Testament, that she
signed willingly, and that she executed the same as her free and voluntary act
for the purposes therein expressed, and that each of the Witnesses, in the
presence and hearing of the Testatrix, signed the Will as Witnesses, and that to
the best of their knowledge, the Testatrix was at that time Eighteen (18) years of
age or older, of sound mind, and under no constraint or undue influence.
Frances- Margaret'En:~t, ~est~l~'i~
Witnessd
Subscribed, sworn to and acknowledged
before,~e~ Fra~nces, M~r~a. ret Emlet, the Testatrix,
.~ and
~ j,-,- d-~~-~ , Witnesses,
this /,~a~ day of ~,~-,~ , 1999.
Notary Public
Notaria Seal ~-~
(SEAL) ~ Mary Ellen Hall, .No. tary P..ublic. /
Gettysburg Boro, Adams uoumy [
y Commission Expires June 29, 1999J
Page 4 of Will dated:
LAST WILL AND TESTAMENT
OF
FRANCES MARGARET EMLET
CAMPBELL & wHITE
ATTORNEYS AT LAW
122 ISAJ~TIMORE STREET
GETTYSBURG, PENNSYLVANIA
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.
REV-1162 EX(11-96)
CD 002263
WITH JACK SHIRLEY NADINE
129 N FILEYS RD
DILLSBURG, PA 17019
........ fold
ESTATE INFORMATION: SSN: 183-09-6594
FILE NUMBER: 2103- 0037
DECEDENT NAME: EMLET FRANCES MARGARET
DATE OF PAYMENT: 03/07/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/16/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,058.00
TOTAL AMOUNT PAID:
$2,058.00
REMARKS: SHIRLEY N WITH JACK
SEAL
CHECK//113
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
e~ COMMONWEALTH OF
g~. ,~¢1t~' ~ PENNSYLVANIA
,,,~,~"~ DEPARTMENT OF REVENUE
~'7~,~"~. '~ DEPT. 280601
~HARR~SBURG ~A ~-0601
I--
Z
UJ
LU
W
r~
,"'1
Z
O
r~
O
in - ll,-t- il
REV-1500
INHERITANCE TAX RETURN
;/
OFFiCiA.._ USE G,"ILY
FILE NUMBER
b~ L- C) 3__
COUNTY CODE YEAR
RESIDENT DECEDENT ~]
NUMBER
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
EMLET FRANCES M. 183 - 09 - 6594
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
12-16-2992 O4-12-1913
(IF APPLICABLE) SURVIVING SPOUSES NAME (LAST. FIRST. ANB MIDDLE INITIAL)
n/a
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~r~l. Original Return
E~4. Limited Estate
iF'~ 6. Decedent Died Testate iAttacn copy of Will)
.~9. Litigation Proceeds Received
F--"~ 2 Supplemental Return
E~4a. Future Interest Compromise (date of death after 12-12-82)
L_~7 Decedent Maintained a Living Trust iA:ach copy of Trusl)
E~ 10. Spousal Poverty Credit (date of death, Jet, eon 12-31-91 and 1-1-95/
~ 3. Remainder Return (date of dealh pnorto 12-13-82)
E~]5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
E~11. Election to tax under Sec. 9113(A) (Attach Scn O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMA,TION'BHO[J~BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
SHIRLEY N. WITHJACK
FIRM NAME CfApmca~:e, 129 N. FILEYS ROAD
DILLSBURG PA 17019
TELEPHONE NUMBER
1. Real Estate (Schedule A) (1) n on e
2. Stocks and Bonds (Schedule B) (2) 4 6 f O 2 6
,:
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) n 0 n e !-
4. Mortgages & Notes Receivable (Schedule D) (4) none
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 1 6,04 5
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) no~e
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 Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
none
(7)
(9) 6,672
(10) 7,260
Charitable and Govemmental 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)
(8)
62,071
(11) 13,932
(12) 48,139
(13) none
(14) 48, 139
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) none
48,139
16. Amount of Line 14 taxable at lineal rate
none
17. Amount of Line 14 taxable at sibling rate
none
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
x .0_ (15)
x .0 __ (16) 2, 166
x .12 (17)
x .15 (18)
(19) 2,166
Decedent's Complete Address:
STREET ADDRESS
801 NORTH HANOVER STREET
CITY
CARLISLE
ISTATE PA
ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
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
(3)
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the T,~O( DUE.
(5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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 fight 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 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-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,
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,
SIGNATURE Oj: P~ERSON_RESPONSIBI. E FOR FILING RETURN
ADDRESS~w ~' ~/
129 North Fileys Road, Dillsburg PA 17019
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
DATE
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) (1.1) (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)
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
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 paren
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 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
CAMPBELL & WHITE
ATI'ORNEYS AT
LAST WILL AND TESTAMENT OF FRANCES MARGARET EMLET
I, Frances Margaret Emlet, presently of 127 Main Street, E O. Box 54,
York Springs, Adams County, Pennsylvania 17372, being of sound and
disposing mind, memory and understanding, and free from any undue
influence, do make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void all former Wills which may
have heretofore been made by me.
FIRST: I direct that my personal representative(s) [Co-Executrices, or
the survivor(s) of them] hereinafter named shall first pay out of my general
estate, as soon as possible after my death, all of my just and legally collectible
debts, funeral expenses, expenses of administration of my estate, and all
estate, inheritance and like death taxes becoming due with respect to any and
all property required to be included in my gross estate for tax purposes,
regardless of whether such property passes by the terms of the Will; and
provided further, that the transfer of all such property shall be free and dear of
such death taxes.
($500.00) unto each of my grandchildren named hereinbelow,
respective issue:
A. Michael E. Redding
B. Roxanne M. (Redding) Dennis
C. David A. Redding
D. Mark E. Redding
E. Joseph R. Redding
F. Teresa A. (Redding)Quigley
G. Scott W. Withjack
H. Barrett (a/k/a Barry) A. Withjack
Page ! of Will dated:
I give and bequeath the sum of Five Hundred Dollars
or his or her
CONFORMED COPY
CAMPBELL & WHITE
A'FrORNEYS AT LAW
I. Richard Blain Milton Gatten
J. Lisa Doreen (Gatten) Wannyn
THIRD: I give, devise and bequeath, in complete and perfect
ownership, all of the rest, residue and remainder of my property and estate,
of whatever nature, wherever situate and howsoever acquired, which I may
own, have the right to dispose of, or to which I may be entitled, at the time of
my death, in equal shares, unto my Three (3) daughters, Edna Lucille
Redding, Shirley Nadine Withjack and Frances Laurabelle Gatten, or their
respective issue, per stirpes.
FOURTH: I nominate, constitute and appoint my said Three (3)
daughters, Edna Lucille Redding, Shirley Nadine Withjack and Frances
Laurabelle Gatten, or the survivor(s) of them, as Co-Executrices of this my
Last Will and Testament. I expressly direct that my said personal
representative(s) shall not be required to post bond for the faithful
performance of said personal representatives'('s) duties in this or in any other
jurisdiction.
FIFTH: Subject to the foregoing, ! confer upon my personal
representative(s) full power and authority to sell, transfer and convey any
property, of whatever nature and wherever situate, which I may own, have
the right to dispose of, or to which ! may be entitled, at the time of my death,
at public or private sale, and at such time and place, and upon such terms
and conditions, as my personal representative(s) may determine to be in the
best interest of my Estate.
IN WITNESS WHEREOF, I, Frances Margaret Emlet, the Testatrix,
CONFORMED COPY
ATIX)Ih~IBY$ AT LAW
havel^ ~,t° this my Last Will and Testament set my hand and seal this ~.,v..- day
of . .,/.~}m_r~__~ , One Thousand Nine Hundred and Ninety-Nine
(1999).
Frances Margaret Lf/nl~t, Testat-ri~
Signed, sealed, published and declared by the Testatrix, Frances
Margaret Emlet, as and for her Last Will and Testament 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.
Witness fit_
Page 3 of Will datedc
CAiv~BELL & WHITE
ATrORNEYS AT I~.W
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF ADAMS :
· the Testatrix and Witnesses
respectively· v~ose names are signed to the foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and Testament, that she
signed willingly· and that she executed the same as her free and voluntary act
for the purposes therein expressed, and that each of the Witnesses, in the
presence and hearing of the Testatrix, signed the Will as Witnesses, and that to
the best of their knowledge, the Testatrix was at that time Eighteen (18) years of
age or older, of sound mind, and under no constraint or undue influence.
Frances' Margaret'En~t, ~esti~ri~
Witness ~
Subscribed, sworn to and acknowledged
before,~ Fra.~nces, M~r~a. ret Emlet, the Testatrix,
~nck ~ ~ and
~L. ~.~~-e~/~ , Witnesses,
this /,~a~ day of' ~~ , 1999.
Notary Public
Notaria Seal
(SEAL) ~ Mary Ellen Hall, Notary PubliC
Gettysburg Boro, Adams County
y Commission Expires June 29, 1999
Member, PennsC, :ania Association of Notaries
Page 4 of Will dated:
CONFORMED COPY
~* (1.9~ ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FRANCES M. EMLET
FILE NUMBER
All pmpmly jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2.
3.
4.
5.
$9000 CD Providian NatBnk
$7000 CD Banco Bil
$10,000 CD MBNA Amer Bnk
$10,000 CD 1st USA Bnk
5.25% Cusip 74407MKC8
2.65% Cusip 05947SBL6
4.15% Cusip 55264DWA0
6.40% Cusip 33744HBH6
8,991
7,005
10,279
10,261
$9000 GenMotors Acept Crp 5.75% Matures 11-10-03
Interest accrued on CD"s but not due as of DOD
Interest accrued on bond but not due as of DOD
9,149
279
62
TOTAL (Also enter on line 2, Recapitulation) $46,026
(If more space is needed, insert additional sheets of the same size)
CMA_*
ACCOUNT
S. v]c.
Current Portfolio
Quantity Security Description
CDs, Deposit Notes and Equivalents
9,000 CD PROVIDIAN N.B. TILTO
N.H. FRMLY FIRST DEPOSIT
05.250% FEB 07 2003 SEMI
7,000 ACD BANCO BIL VIZ ARG
MAYAGUEZ, P.R.
02.650% APR 03 2003 MATY
ORIGINAL UNIT COST: 100.03
10,000 ACD FIRST USA BANK NA
WILMINGTON DELAWARE
06.400% DEC 08 2003 SEMI
ORIGINAL UNIT COST: 103.81
10,000 bCD MBNA AMERICA BANK
NEWARK, DEL
04.150% DEC 13 2004 SEMI
ORIGINAL UNIT COST: 102.39
Adjust/Unit Total Estimated
Date Cost Cost Market
Acquired Basis Basis Price
12/16/02 99.88
12/16/o2 lOO.O3
Estimated Unrealized Estimated
Market Gain or Accrued
Value (Loss) Interest
8,989 99.90 8,991 I 189
7,002 100.07
12/16/02 103.65 10,365 102.79
12/16/02 102.34 10,234 102.61
7,005 3 138
10,279 (85)
10,261 26 22
Estimated Current
Annual Yield
Income %
472 5.25
185 2.64
639 6.22
415 4.04
Total CDs, Deposit Notes and Equivalents
Corporate Bonds
9,000 AGENERAL MOTORS ACCPT CRP
GLOBAL SENIOR NOTES
5.750% NOV 10 2003
MOODY'S: A2 S&P: BBB
ORIGINAL UNIT COST: 101.25
36,591
12/16/02 101.19 9,107 101.65
36,537 (55) 393
9,149 41 73
1,712 #.69
517 5.65
Total Corporate Bonda
9,107
#6,5~7
9,149 41 73
517 5.66
Total of Long Portfolio
A Bonds purchased at a premium show amortization
z~6,53~ (1#)
0 Bonds purchased at a discount show accretion
2,238 4.81
MRS FRANCES EMLET DCSD
Page
16 o728
Statement Period
11130102 TO 12/31102
Account No.
872-99B25
015024 8123
82S3¢173&0010670009
ACCOUNT
MASTER
S wcE
Monthly Activity
Date Transaction
Quantity
Description
Price
Debit
Credit
Dividends and Interest
12/06 ~ Bond Interest
12/12 ~ Bond Interest
12/31 ~ Bank Interest
Income Total
Net Total
Other Activity
12/17 Wi thdrawa I
Net Total
CD FIRST USA BANK NA
WILMINGTON DELAWARE
06.400~ DEC OB 2003 SEMI
CD HBNA AMERICA BANK
NEWARK,DEL
04,150~ DEC 13 2004 SEMI
BANK DEPOSIT INTEREST
ML bank deposit program
CK R 00872-10339
3,000.00
3,000.00
320.88
208.07
.89
1.00
530.84
Monthly Activity
Date Description
Money Account Transactions
12/09 ML
12/16 ML
12/17 ML
bank deposit program
bank deposit program
bank deposit program
Deposits Withdrawals Date Description
321. O0 Total
208. co Net Total
3,00o.o0
This Statement
Tax Information Summary Year-to-Data
Accrued Interest Paid
Tax. Exempt
Reportable
Accrued Interest Received
Tax-Exempt
Reportable
Gross Proceeds 26,000.00
Although we provide complete year-to-date information for Reportable Accrued Interest Received, Accrued Interest Paid and
Tax-Exempt Accrued Interest Received and Paid include only those months we produce your profit and loss statement.
Deposits
529.00
Withdrawals
3,000.00
2,~71.00
+
002471~
MRS FRANCES EMLET DCSD
Page
17 of 28
Statement Period Account No. 6162 (11-02)
11130102 TO 12131102 872-99B25 01502~ 8123
REV*I,~8 EX * (1-97}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FRANCES M. EMLET
FILE NUMBER
Include the proceeds of lit~atJon and the date the proceeds were received by the estate. All property jointly-ovmed with the nlght of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 847
Money Market Fund Acct.~872-99B25 Savings
Merrill Lynch, 201 Senate Ave., Camp Hill, PA
Cash balance Acct.~1979868 Checking
Adams Cnty Nat'l Bnk, Main Street, York Springs PA
17372
Burial CD ~ Adams Cnty Ntl Bnk, York Springs
Wearing apparrel in possesion at DOD
(No other possessions, decedant was in nursing
home. Property was sold in 2000.)
6,48§
8,178
535
16,045
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
'AccOUNT
M~s'r F_~ FINANCL~L
SERVXCE
I,,,111,,,111,,,,,,111,1,,I,1,,,I,1,11,,,,11,,,,I,II
MRS FRANCES EMLET DCSD
129 N FILEYS RD
DILLSBURG PA 17019-9506
Total Account Value As Of 12/31/2002
YOUR FINANCIAL ADVISOR:
SHARON J STEINER
Sharon_Steiner@ml.com
(717) 975-4648
FOR CUSTOMER SERVICE QUESTIONS:
$47,000.51
Your Merrill Lynch Office:
214 SENATE AVE, STE 501
CAMP HILL PA 17011
1-800-MERRILL (1-800-637-7455)
Monthly Portfolio Summary
Asset 11/29/02 Value % 12/31/02 Value %
~noney Accounts"' 3,316 7 r b,7~'~ :,
CD's/Equivalents 36,631 75 36, ~ 3~'"/~ 79
Government Securities
Corporate Bonds 9, 119 19 9, lq9 20
Municipal Bonds
Equities
Mutual Funds
Options
Other
Long Market Value #9,067
Short Market Value
Estimated Accrued Interest 799
Debit Balance
~6,53~
q66
Net Portfolio Value
~9,867
~7,000
NEWS
Please see the enclosed Merrill Lynch & You newsletter
for information about Beyond Banking(R), a new account
for everyday transactions, savings and cash management.
Income Summary
Tax-Exempt Funds
Tax-Exempt Interest
Reportable Interest
Reportable Dividends
Income Not Reported
Total
Items for Attention
Secuflty
CD PRO¥1DIAN N.B. TILTO
Message
Haturing
This Statement
530.8q
530.8~
Year-to-Date
3,305.98
3,305.98
Date
02/07/03
Purchasing Power 8q7
Financial Market Indicators
S&P 500
Three-Month Treasury Bills
Long-Term Treasury Bonds
This Statement Last Statement PreviOus
Yea~End
879.82 936.31 11~8.08
1.19~ 1.22~ 1.71[
~.78~ 5.o~ ~.~7~
MRS FRANCES EMLET DCSD
+
Page Statement Period
Account No.
872-99B25
015024 8123
ACCOUNT
M~s'r~ Fr~a~cr, a.
S~wc~.
Cash Flow Summary
Activity Summary This Statement
Year-to-Date
Opening Balance
Cash & Money
Accounts 3,316.79
Net Credits
& Debits 2,469.16DR
Closing Balance
Cash & Money
Accounts 8h7.63
6,794.02DR
Bank Deposit Interest Summary
Money Account Description
Merrill Lynch Bank USA
Total ML bank deposit program
Current Portfolio
Quantity Security Description
Cash and Money Accounts
CASH
846 ML bank deposit program
Total Cash and Money Accounts
Date
Acquired
Credits
This Statement Year-to-Date
Sales
Income
Funds Received
Electronic Tfrs
Other
26,000.00
530.84 3,305.98
Debits
This Statement
Year-to-Date
Purchases
Withdrawals
Electronic Tfrs
Other
3,000.00
7,000.00
29,100.00
Total Credits
530.84
29,305.98 Total Debits
3,000.00
36,100.00
Opening
Balance
Average Deposit
Balance
Current
Yield %
Interest on
Deposits
Closing
Balance
3,316
3,316
Adjust/Unit
Cost
Basis
Total
Cost
Basis
2,321
Estimated
Market
Price
Estimated
Market
Value
.91
Unrealized
Gain or
(Loss)
1.89
1.89
Estimated
Accrued
Interest
8h6
846
Estimated Current
Annual Yield
Income %
1.00
1
846
847
I .00
1
8tr6
847
7 .91
7 .91
~-1 MRS FRANCES EMLET DCSD
LL.J
Page
o0~47,4 15 of 28
Statement Period
11/30102 TO 12/31/02
Account No.
872-99B25
015024 8123
6162 (11.-02)
NATIONAL BANK
January 24, 2002
Shirley Withjack
129 N. Fileys Rd.
Dillsburg, PA 17019
Re: Estate of Frances Emlet
Dear Ms. Withjack:
The following information is being provided as per your request:
Acct. Type Acct. Acct. Acc. Int. Ownership Date
Number Principal to D.O.D. Opened
On DOD.
Checking 1979868 $6,484.95 $.00 Individual 8-1-72
Inquiries concerning ACNB Corporation stock information should be directed to the
Registrar and Transfer Company at 1-800-368-5948. If you need any additional
information, please feel free to contact me.
Sincerely,
Lois A. Kime
Deposit Services
DEBIT- CERTIFICATE OF DEPOSIT
PRftlal Withdrawal / Pena~y F~om Wlthd~lwnl
Teller' SI,amp croci Irdfl,~l~
Accounl Number
Amounl
500 ~.., :tO8 I,~:
~,00 8 ~0 i, 00 ~.' 8 &
OMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Schedule H Page 1
ESTATE OF FILE NUMBER FRANCES M. EMLET
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
2.
3.
4.
5.
6.
7.
8.
9.
10.
B.
1.
5.
6.
7.
FUNE~L EXPENSES:
Monahan Funeral Home
Cemetery (Sunnyside) charges
Casket floral arrangement
Rev. Timothy Sadler
Organist
Harrisburg Patriot obit
6 Death Certificates
Church Rental
Food and refreshments
Etching of DOD on existing stone
ADMINIST~TIVECOSTS:
PersonalRepmsentative'sCommissions
See Schedule H,~
Page 2 for ite~
11.
Name of Personal Representative (s) S h i r 1 e ¥ W i t h ~ a c k
Social Security Number(s) / EIN Number of Personal Representative(s)' 1 8 6 - 2 8 - 5 1 5 4
Street Address 129 N. Fileys Road
city Dillsbur~] State PA Zip
2003
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
17019
Street Address
City, State ~ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Retum Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
4745
600
159
125
50
140
12
50
183
155
300
108
6672
(If more space is needed, insert additional sheets of the same size)
ESTATE OF FRANCES M. EMLET
ae
SCHEDULE H - Page 2
11. Altar flowers 45.00
COMMONWEALTH OF PENNSYLVANIA
INHERI'i'ANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
FRANCES H. SHT,F.T
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
2.
3.
4.
Church of God Home
Church of God Home
Brockie Pharmatech
Brockie Pharmatech
(Not reimbursed by insurance)
$ 4758
2436
57
9
TOTAL (Also enter on line 10, Recapitulation) $ 7 2 6 0
more space is needed, insert additional sheets of the same size)
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
FRANCES MARGARET EMLET
Date of Death: 12- 16-2002
Will No. 21-03-0037
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 03-14-03
Name Address
Michael ~. Redding 959 Mt.Tabor Rd., Gardners PA 17324
Roxanne M. (Redding) Dennis 6552 Hill Rd., Fayetteville, PA 17222
David A. Redding 160 Rake Factory Rd., Biglerville PA 17307
Mark E. ReddinG P.O. Box 16, Arendtsville, PA 17303
Joseph R. ReddinG P.O. Box 328, EmmitsburG, ~ )~ 21727
Teresa A. (Reddin§) Qui9ley 616 Quaker Run Rd., Aspers, PA 17304
(See
Sco~tcW. Withjack 6404 Glenwood St., Mechanicsburg PA 17055
Barrett (a/k/a Barry) A. Withjack N2 Kenray Ave., Dover PA 17315
Page 2 for more names)
Notice has now been given to all persons entitled thereto under Rule 5.6(a) R',~:.
Date:
Name SHIRLEY NADINE WITHJACK
Address
129 North Fileys Road
Dillsburg PA 17019
Telephone ( ) 7 17- 7 6 6- 2 6 3 6
Capacity: X Personal Representative
~Counsel for personal representative
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
PAGE 2
DECEASED: Frances Margaret Emlet
WILL ~21-03-0037
Beneficiaries - continued from Page
Richard Blain Milton Gatten
Lisa Doreen (Gatten) Wannyn
Edna Lucille Redding
Shirley Nadine Withjack
Frances Laurabelle Gatten
513 E. Keller St., Mechanicsburg PA 17055
7043 Carlisle Pike, Lot 305, Carlisle PA
17013
640 Quaker Run Rd., Aspers, PA 17304
129 N. Fileys Rd., Dillsburg PA 17019
333 N. East ~t., Carlisle PA 17013
REAU OF INDIVIDUAL TAXES
INHERITANCE TAX DTVZSTON
DEPT. 280601
HARRISBURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
n,~ ~!_~_T.~ ~1'- ~ R T,~NC E TAX
A P P R~ ..J~, ~A £~1~ .~ 'OR DZSALLONANCE
OF J~:~_*~I~i~S':~ND'~ASGESSHENT OF TAX
SHIRLEY N WITHJACK
129 N FILEYS RD
DILLSBURG
PA 17019
'03 / PR 28
REV-l~47 EX AFP
DATE 0~-21-2005
~E~J~fE OF ENLET FRANCES N
DATE OF DEATH 12-16-2002
FZL~ NUNBER 21 05-0057
COUNTY CUHBERLAND
ACN ~ 101
Amoun~ Remi~ed I
HAKE CHECK PAYABLE AND RENXT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA I70I$
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF EHLET FRANCES H FILE NO. 21 05-0037 ACN 101 DATE
TAX RETURN #AS: (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)
3. Closely Held S~ock/Par~nership In~ares~ (Schedule C) (3)
q. Hor~gagas/No~as Receivable (Schedule D) (q)
5. Cash/Bank Daposi~s/Hisc. Personal Propar~y (Schedule E) (5)
6. Jointly O,ned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~al Assa~s
APPROVED DEDUCTIONS AND EXENPTIONS:
9. Funeral Expenses/Adm. Cos~s/Hisc. Expenses (Schedule H) (9)
10. Dab~s/Nor~gage Liabilities/Liens (Schedula Z) (10)
11. To~al Deductions
12. Ne~ Value of Tax Re~urn
46~026.00
.00
16~045.00
.00
.00 NOTE: To insure proper
credi~ ~o your account,
subai~ ~ha upper portion
.00 of ~his form ~i~h your
~ax payment.
.O0
(8)
6,672.00
13.
NOTE:
ASSESSHENT OF TAX:
1.6. Amoun~ of Line lq a~ Spousal ra~e
16. Amoun~ of Line lq ~:axable a~: Lineal/Class A ra~e
17. Amoun~ of Line lq a~ Sibling ra~e
~8. Amoun~ of Line lq ~axable a~ Collateral/Class B ra~e
19. PrincipaZ Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+J
DATE NUHBER INTEREST/PEN PAID (-)
62,071.00
. O0 x O0 = . O0
48,139.00 x 045= 2,166.00
. O0 x 12 = . O0
. O0 x 15 = . O0
(z~)= 2,166.00
ANOUNT PAID
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL /NTEREST.
03-07-2003
CD002263
108.30
2,058.00
TOTAL TAX CREDIT
BALANCE OF TAX DUEJ
INTEREST AND PEN.
TOTAL DUE
2,166.30
.3OCR
.00
.3OCR
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0
Na~ Value of Es~:a~:e Subject: ~o Tax (lq) 48,I39. O0
Zf an assessBent ,as issued previously, 11nas 14, 15 and/or 16, 17, 18 and :19 ~ill
reflect figures that include the total of ALL returns assessed to date.
7~260.00
(11) 13.932. O0
(Z2) 48,139.00
RESERVATION:
Estates of decedents dying on or before December 1Z, 19az -- if any future 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 Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOT[CE:
PAYHENT:
REFUND [CR):
OBJECTIONS:
ADHIN-
[STRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Sect[on Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S.
Section 91~0).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed an the reverse side.
A refund of a tax credit, which wes nat requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iS13). Applications ara available at the Office
of the Register of Hills, any of the ES Revenue District Offices, or by calling the special Z~-haur
answering service for forms ordering: 1-BO0-56Z-ZO50; 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, alloaance, or disalloaance 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:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171ZB-10Z1, OR
--election to have the ;attar 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 Revise Unit, Dept. 280601, Harrisburg, PA 171Z8-0601
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 aithin three (5) calendar months after the decedant's death, a five percent (BZ) discount of
the tax paid is alloeed.
The 1SZ 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 (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a da[IV rate of .00016~. All taxes which became delinquent on and after
January 1, 198Z 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 ZOO5 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Yea..~r Rate Factor Year Rate Factor
1982 ZOZ .0005~8 1987 9Z .O00Z~7 1999 7Z .000192
1983 16Z .000~S8 1988-1991 llZ .000301 ZOO0 8Z .O00Z19
198~ 112 .000301 1992 92 .O00Z~7 2001 9Z .O00Z~7
1985 13Z .000356 1993-199~ 7Z .O00IgZ ZOOZ 6Z .00016~
1986 XOZ .00027~ 1995-1996 9Z .O00Z~7 ZOO3 5Z .000137
--/nterest is caXcuXated as foXXoes:
[NTEREST= mAi, MiCE OF TAX UNPAID X NU~IBER OF DAYS DELINQUENT X DAILY TNT(REST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No. 2l 09 oo37
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, ! 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
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. ! is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No ~
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes J~' No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:.
sig~bure
Name-(Plea~e type or print
Address ' I
Tel. No.
(MAH:rmf/AM3)
Personal Representative
~Counsel for personal
representative