Loading...
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