HomeMy WebLinkAbout03-0060PETITION FOR PROBATE and GRANT OF LETTERS
Estate of MARTIN E. MUELLER,
late of West Pennsboro Township,
Cumberland County, Pennsylvania, Deceased.
Social Security No. 471-12-1755
No. 21~03- ~
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older and the executrix named in the last will of the above decedent,
dated October 23, 1998.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 45 Creek Road, Newville, Pennsylvania 17241.
Decedent, then 79 years of age, died January 8, 2003, at Carlisle, Pennsylvania.
Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will
offered for probate; was not the victim ora killing and was never adjudicated an incapacitated person.
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in PA
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 45 Creek Road, Newville, Pennsylvania
$ 70,000
$
$187,143
WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of
letters testamentary thereon.
a~Aure and Residence of Petitioner
5)tcYE. l~ueller
reek Road
Newville, PA 17241
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct
to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner
will well and truly adminis'~er the estate according to law. ~L(~ ~L]~ ~ ~,t
Sworn to or affirmed and subscribed ~ 1. ~
before me this ~ ~ __ day of
.-~ ~txax~.aatta 2003
-I-Register~. 0~
Ju~ E~'l~eller
Estate of Martin E. Mueller, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~,..~Xk.U~IP3.I ~ t ,2003, in consideration of the petition on the reverse
side hereof, satisfactory Proof havingdbeen presented before me,
IT IS DECREED that the instrument dated October 23, 1998, described therein be admitted to probate and filed of
record as the last will of Martin E. Mueller; and Letters Testamentary are hereby granted to Judy E. Mueller.
FEES
Probate, Letters, Etc .... $
Short Certificate(s) ....$ .~.~.
,2,/.0o
30..P $ /o. oo
TOTAL__ ~
Wayne F. Shade, Esquire 15712
ATTORNEY (Sup. Ct. I.D. No.)
53 West Pomfret Street
Carlisle, Pennsylvania 17013
ADDRESS
717-243-0220
PHONE
Filed./.'~-..t:~.
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
No. ~ ' Date
Martin Edward Mueller
81
Cumberland
control
Jun.13,1921 Frazee,
Carlisle Carlisle Hospital
retail
COMMONW,:ALTH OF PENNSYG:ANIA · DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICAIE OF DEAIH
Male ,. 471 -- 12 -- 1755 .. January 8, 2003
widowed ,,.
45 Creek Road
Newville, PA 17241
Paul Mueller
~ Cm~r land ~' ,,,.O ~ ~
,, Etta Strelow
i~I-S ~ ~ ~. ~. ~. ~ ~)
1~.1464 E. Frontage Road~ Little Su~ico, WI 54141
[~T~ I~e~'~dC~C'~ It~-~.~.~
~ Jpn.~3, 2~3 I E~ Grove ~etery I ~pla Grove, ~I
__ Ia'c- 12Id.
.014404-L I~trick Fun. H~e, Inc., 3125 Walnut St., ~. PA
~1- 05-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
LAST WILL AND TESTAMENT
t-O3- toO
I, MARTIN E. MUELLER, of the Township of West Pennsboro, County of
Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this as and for my Last Will
and Testament, hereby revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid by
my personal representative or representatives, hereinafter named, as soon as conveniently
may be done after my decease. I further authorize my personal representative to expend
funds from my Estate in such amounts as my personal representative shall consider
appropriate, for the disposition and memorial of my remains.
SECOND. I authorize my personal representative or representatives hereinafter
named to distribute, in accordance with his or her discretion, items of tangible personal
property from my Estate in accordance with any of my wishes expressed in writing. Such
tangible personal property shall be restricted to common personal possessions and shall
not include cash, bank books, stock certificates, bonds or the like unless otherwise
expressly stated in my said written wishes. In the event of any conflict between my said
written wishes and this my Last Will and Testament, this shall control. In the event of
any cash bequests in my said wishes expressed in writing, I hereby authorize my personal
representative or representatives hereinafter named to distribute the bequests to any minor
W^Y~E F. SHADE
At~rncy at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
legatees by making distribution directly to any parent or legal guardian of the minor
legatee. In the event of my failure to leave a list, I order and direct that all of my said
tangible personal property, other than as specifically bequeathed herein, be liquidated and
distributed as part of my residuary Estate. In the event of the failure of any of the
legatees, designated in any of my said written wishes, to survive me, I order and direct
that his or her bequests be liquidated and distributed as part of my residuary Estate. In the
event of the failure of one of the legatees to survive me, nothing herein shall be
interpreted to prevent my personal representative or representatives hereinafter named
from selling any of the items which would have passed to that legatee to my other
legatees at fair market value. In the event of a dispute as to any aspects of the list, I order
and direct that any such disputed tangible personal property be liquidated and distributed
as part of my residuary Estate.
THIRD. I give, devise and bequeath my farm in the State of Wisconsin unto my
issue, in equal shares, by representation and not per capita as tenants in common. It is my
specific intention that, in the event of the death of one or more of my children prior to my
death, his or her share shall pass to his or her issue by representation and not per capita.
FOURTH. All the rest, residue and remainder of my Estate, real, personal and
mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my
daughter, JUDY E. MUELLER, if she survives me. In giving the residue of my Estate to
my daughter, I do not intend to imply any lack of love and affection for my sons whose
-2-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
financial circumstances are such that their need is not as great as that of my said daughter
and her children.
FIFTH. For the purposes of this my Last Will and Testament, a person shall not
be deemed to have survived me unless he or she shall have survived me by more than
ninety (90) days.
SIXTH. If my said daughter, JUDY E. MUELLER, should fail to survive me, I
give, devise and bequeath all of the said residue of my Estate unto such of her children
now in being and hereafter born or adopted by final decree of adoption prior to her death,
in equal shares.
SEVENTH. I nominate, constitute and appoint FINANCIAL TRUST SERVICES
COMPANY of Carlisle, Pennsylvania, its successors or assigns, to serve without bond as
the Trustee of any property which shall pass, either under this my Last Will and
Testament or otherwise to a minor and with respect to whom I am authorized to appoint a
Trustee and have not otherwise specifically done so; provided that this appointment of
Trustee shall not supersede the right of any fiduciary in its discretion to distribute such
share to the said minor or to another for the benefit of the said minor. The said Trustee is
hereby vested with the power to sell, assign, transfer, pledge, mortgage, lease, manage,
control, retain, invest and reinvest the corpus of said Trust in such securities and other
property as shall be deemed prudent without being restricted to investments known as
legal investments for fiduciaries under the laws of the Commonwealth of Pennsylvania.
The Trustee shall have the power to manipulate the proceeds of the Trust in any manner
-3-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
that will guarantee maximum conservation of the Trust funds and the greatest production
of income for the beneficiary. I hereby authorize the said Trustee to expend any monies
from principal or interest for the beneficiary that in the sole discretion of the Trustee is
deemed necessary for the care, health, education, maintenance and general welfare of the
beneficiary; the word "education" shall be construed to mean a pre-college course, high
school education, college education and post-graduate. It is my intention that the
foregoing powers may be exercised by the said Trustee without prior Court approval and
without further responsibility to the beneficiary, the parents of the beneficiary or to any
other person or persons taking care of the beneficiary. The age of majority for all
purposes concerning this my Last Will and Testament shall be deemed to be the age of
twenty-one (21) years. If the beneficiary of this Trust should fail to survive to ultimate
distribution of the Trust herein, I order and direct that the remainder of this Trust be
distributed as part of my residuary estate.
EIGHTH. Should my daughter, JUDY E. MUELLER, and all of her children as
defined herein fail to survive me, I give, devise and bequeath the said residue of my
Estate unto my sons, MARTIN P. MUELLER and MARK K. MUELLER, in equal
shares. If either of them should fail to survive me, I give, devise and bequeath his share
unto such of his issue who shall survive me, in equal shares, by representation and not per
capita.
NINTH. I order and direct that any estate, inheritance or similar tax due as a
result of my death with respect to any property passing as a result of my death, shall be
-4-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
paid from the residue of my Estate before its division into shares and prior to distribution
as an expense of administration and that no part of the taxes should be prorated or
apportioned among the persons or beneficiaries receiving the taxable property. It is my
express intention that all inheritance taxes imposed as a result of my death be paid from
the residue of my Estate whether or not the property passes under my Last Will and
Testament. My personal representative shall have full power and authority to pay,
compromise or settle any such taxes at anytime whether with respect to present or future
interests.
TENTH. I order and direct that any liens against any personal property which
passes to a designated person either under this my Last Will and Testament or otherwise
shall be paid from the residue of my Estate prior to distribution as an expense of
administration and that such specific bequests of personal property not pass subject to any
liens thereon.
ELEVENTH. Any and all decisions, determinations or actions made or taken by
a personal representative or Trustee hereunder, if made in good faith, shall be final and
conclusive on all persons who are or may become interested in my Estate. No fiduciary
acting under this my Last Will and Testament shall be liable for any error in judgment or
for any depreciation or reduction in value of any Estate or Trust assets at anytime, in the
absence of willful default.
LASTLY. I nominate, constitute and appoint my daughter, JUDY E. MUELLER,
to be the Executrix of this my Last Will and Testament, but if, for any reason, she should
-5-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
fail to qualify as such Executrix or decline or cease so to serve, I nominate, constitute and
appoint my sons, MARTIN P. MUELLER and MARK K. MUELLER, to be the
successive alternate Executors hereof, all to serve without bond.
IN WITNESS WHEREOF, I, MARTIN E. MUELLER, have hereunto set my hand
and seal to this my Last Will and Testament which consists of eight (8) typewritten pages
to each of which I have affixed my signature, this 23rd day of
Oct:ober , A.D. One Thousand Nine Hundred Ninety-Eight (1998).
Martin E. Mueller
(SEAI )
The preceding instrument, consisting of this and seven (7) other typewritten pages,
each identified by the signature of the Testator, was on the date thereof signed, sealed,
published and declared by MARTIN E. MUELLER, the Testator therein named, as his
Last Will and Testament, in the presence of us, who, at his request, in his presence, and in
the presence of each other, have subscribed our names as witnesses hereto.
-6-
WAYNE F. SHADE
Attorney at Law
· 53 West Pomfret Street
Carlisle, Pennsylvania
17013
Acknowledgment
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
SS:
I, MARTIN E. MUELLER, the person whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament and that I signed it
willingly and as my free and voluntary act for the purposes therein expressed.
this
Swom to or affirmed and acknowledged before me by MARTIN E. MUELLER,
23rd day of 0c~:ober ,1998.
Matin ~. l~h~ller
Notary PulSlic
Notarial Seal
Connie J. Tritt, Notary Public
~ Carlisle, Cumberland County
~ My Commission Expires Oct. 5, 2000
-7-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
Affidavit
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
SS:
We, Wayne F. Shade and Karen F. Byers ., the
witnesses whose names are signed hereto, being duly qualified according to law, do
depose and say that we were present and saw the Testator sign and execute the instrument
as his Last Will and Testament; that the Testator signed willingly and executed it as his
free and voluntary act for the purposes therein expressed; that each subscribing witness in
the hearing and sight of the Testator signed the Will as a witness; and that, to the best of
our knowledge, the Testator was at that time eighteen or more years of age, of sound
mind and under no constraint or undue influence.
Swom to or affirmed and subscribed to before me by
Wayne F. Shade and Karen F. Byers
23rd day of October ,1998.
, witnesses, this
Notary Pu~m
Notarial Seal
Connie J. Tritt, Notary Public
Carlisle, Cumberland County
Commission Expires Oct. 5, 2000
-8-
MARTIN E. MUELLER
~rAyNE F. SHADE
ATTORNEY AT L~.w
53 WEST POMI~ET S~a~'r
CAarlSLZ, P~a~sYrw~ 17013
WAYNE F. SHADE
Attorney at Law
53 West Pomfrct Street
Carlisle, Pennsylvania
17013
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Martin E. Mueller
Date of Death: January 8, 2003
No. 21-03-60
To the Register of Wills:
I hereby certify that notice of beneficial interest as required by Rule 5.6(a) of the
Orphans' Court Rules was served upon or mailed to the following beneficiaries of the
above-captioned Estate on January 29, 2003:
Martin P. Mueller
2735 Hollow Valley Trail
Green Bay, Wisconsin 54313
Mark K. Mueller
1464 East Frontage Road
Little Suemico, Wisconsin 54141
Judy E. Mueller
45 Creek Road
Newville, Pennsylvania 17241
Linda Heid
West 9522 Peterson Drive
Iron Mountain, Michigan 49801
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: January 29, 2003
Wayne~.-Shade, I~squir~-
53 West Pomfret Street
carlisle, Pennsylvania 17013
Telephone: 717-243-0220
Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
002389
SHADE WAYNE F ESQUIRE
53 WEST POMFRET STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 471-12-1755
FILE NUMBER: 21 03-0060
DECEDENT NAME: MUELLER MARTIN E
DATE OF PAYMENT: 04/03/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/08/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $10,000.00
TOTAL AMOUNT PAID:
$10,000.00
REMARKS' WAYNE FSHADE ESQUIRE
SEAL
CHECK//1593
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
~V-1500 EX + (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-I$O0
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mueller~ Martin E.
DATE OF DEATH (MM-DD-Year) ] DATE OF BIRTH (MM-DD-Year)
01/08/2003 ] 06/13/1923
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
r-~'l 1. Original Return
[~'] 4. Limited Estate
r'-]6 Decedent Died Testate (Attach copy of Will)
r'-] 9. Litigation Proceeds Received
[~2 Supplemental Return
E~] 4a. Future Interest Compromise (date of death a~er 12-12-82)
E~]7 Decedent Maintained a Living Trust (Attach copy of Trust)
] 10. Spousal PovertyOredit (date of death between12-31-91and l-l-95)
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 3 0 0 6 0
COUNTy CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
4 7 I - 1 2- 1 7 5 5
THIS RETURN MUST RE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
E~3 Remainder Return (date of death prior to 12-13-82)
r"-~ 5. Federal Estate Tax Return Required
]..L 8 Total Number of Safe Deposit Boxes
--']11 Election to tax under Sec 9113(A) (A~ach Sch O)
NAME
Wayne F. Shade? Esquire
FIRM NAME (If Appicabb)
TELEPHONE NUMBER
717-243-0220
COMPLETE MAILING ADDRESS
53 West Pomfret Street
Carlisle
PA 17013
1 Real Estate (Schedule A) (1)
2 Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
] Separate Billing Requested
7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedu e I)
Total Deductions (total Lines 9 & 10)
9. (9)
10. (10)
12. Net Value of Estate (Line 8 minus Line 11)
13 Charitable and Governmental Bequests/Sec 9113 Trusts :or which an election to tax has not been
made (Schedule J)
14 Net Value Subject to Tax (Line 12 minus Line 13)
187,_142.90
14~515.95
997674.51
(8)
177303.53
9.060.90
OFFICIAL USE ONLY
(11)
(12)
3017333.36
26?364.43
(13)
(14)
274?968.93
274~968.93
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 rata
19. Tax Due
x ~ (15)
274,968.93 X .045 (16)
X 12 (17)
X .15 (18)
20.
127373.60
(19) 127373.60
> > BE SURE TQ ANSWER ALL QUESTIONS ON REVERSE StDE AND RECHECK MATH
Decedent's Complete Address:
STREET ADDEESS
45 Creek Road
I STATE I ZIP
CITY Newville PA 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line t9)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
10,000.00
526.31
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A * B * C ) (2)
(1) 127373.60
Total Interest/Penalty ( D + E )
(3)
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 (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payab/e to: REGISI'ER OF WILLS, AGENr
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ......................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income,; ...................................... [] []
c. retain a reversionary interest;.or ................................................................................................. [] []
d. receive the 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 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_?. ................................................................................................. [] []
10~526.31
17847.29
1~847.29
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, t decbre that I have examined this retum, including accompanying schedubs and statements, and to the best of my knowledge and belef, it is true, correct and compbte.
Decbration of preparer other than the person_al representative is based on all information of which preparer has any knowbdge.
SIGNATURE OF PERSON RESPON~LE F(~R FILING RETURN /~ , EJATE
ADDRESS
45 Creek Road(J'
Ncwvillc
PA 17013
SIGNATURE OF PREPARER OTHER TI-]A~REPRESENTATIVE
ADDRESS ~ West Pomfret Street
Carlisle
DATE
PA 17013
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) (ii)].
The statute does not exempt a transfer to a surviving spouse frcm tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 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.
REV-1502EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Mueller. Martin E. 21 03 0060
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to b Jy or sell, both having reasonable knowledge of the relevant facts Real proper'o] which is jointly-owned with right of
survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 187,142.90
House and lot of ground known and numbered as 45 Creek Road, Newville, Cumberland County,
Pennsylvania, more particularly bounded and described in Cumberland County Deed Book 'T',
Volume 26, Page 996, valued at the 1.01 common level ratio times the assessed value of $185,29£
TOTAL (Also enter on line 1, Recapitulation)
1877142.90
(If more space ~s needed, insert additional sheets of the same size)
REV-1503EX-(1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDI~NT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
Mueller. Martin E. 21 03 0060
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 1,363 shares Foot Locker, Inc. common stock 14,515.95
TOTAL (Also enter on line 2, Recapitulation) $
147515.95
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (I-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Mueller. Martin E. 21 03 0060
Include lhe proceeds of litigation and the date the proceeds were eceived by the estate. All property jointly-owned with the right of suntivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION Of DEATH
1. Household contents 630.00
10.
11.
12.
Orrstown Bank, Investment Account No. 50001463079
Orrstown Bank, Checking Account No. 417335
Waypoint Bank, Certificate of Deposit No. 1100053266
Nationwide Life Insurance, Policy No. LO 15352630, cash value, including dividends on a policy
on the life of Judy Mueller
American Heritage, subscription re~'und
Insight Magazine, subscription refund
The Weekly Standard, subscription refund
World Press Review, subscription refund
The Week, subscription refund
U.S. Treasury, income tax refund
Capital Blue Cross, health insurance refund
TOTAL
(Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
54,634.32
21,368.74
14,032.16
6,263.84
2.00
62.76
36.23
16.48
55.00
2,056.00
516.98
99~674.51
C/~ck
I0. oo
OP STOWN BANI(
TO: Wayne F Shade
Attorney at Law
53 West Pomfret Street
Carlisle, PA 17013
FROM: ORRSTOWN BANK
P.O. BOX 25O
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Martin E Mueller DECEASED
DATE OF DEATH: January 8, 2003
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(,~)
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT
417335 Martin E Mueller
DATE OPENED
9/18/97
DATE OF DEATH
PRINCIPLE & ACCRUED INTEREST
21,366.90 1.84
(2)
SAVINGS ACCOUNT
ACCOUNT NO. TITLE OF ACCOUNT
DATE OPENED
DATE OF DEATH
PRINCIPLE & ACCRUEDINTEREST
(3)
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT
DATE OPENED
DATE OF DEATH
PRINCIPLE & ACCRUEDINTEREST
Date: 2/18/03 By: Timothea Customer Service Operator
P.O. BOX 250 · SHIPPENSBURG, PA 17257 - TEL. (717) 532-6114
002/005
Re,on Oa~e: March 31, 2005
Time P~op~ma: 04:23:54 PM
ns~uasisd aZ. BRAD GERIMCII
Inolo~s: ,4ccouttt: $0 O0 1465 079
MARTIN E. MUELLER
Account Holdings as of 1/8/03
ORRSTOWN B .~N K
Cusip No, Security Name Shams I Par
3135MAKK4 FHLB 7.~25% 1t28/0~ 25,000.0000
60934N625 FEDERATED FUND 851 t,015.2000
687380105 ORRSTOWN FINL aVeS 282.0000
922031810 VG IT CORP ADM 097.0090
022031836 VG 8/T CORP ADM #$39 466.85~0
Total Securities 28,601.0620
Income Cash
Principal Caah
Account Total
Investment
26,000.00
1,916,20
8,745 38
'10,OOO.O0
B,000,00
$0,000,$0
25,2~4,44
~0,612.4~
Unit Price
1~0.404&
1.00
44.50
10. tl
10.79
Market Value Price Date
25301.13 12/31/2002
t,915.20 08/2~/2000
12,~4~.00 09/24/2002
10,079,76 12131/2002
6,037.34 12131/2002
54,062.43
25,264,44
-26,342.55
54,634.32
LOOK FOR US. WE'LL GET YOU THERE.
02/06/2003
WAYNE SHADE
53 W POMFRET ST
CARLISLE PA 17013
The information which you requested on the account(s) of MARTIN MUELLER
(Social Security Number 471-12-1755) is/are'as follows:
Account Number 1100053266
Class of Account CERTIFICATE
Date Opened 04/14/00
Principal Balance 14003.55
Accrued Interest 28.61
Balance at Date of 14032.16
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
Sincerely,
SENIOR SERVICES REP.
I~.0. Box 171 I. HARRISBURG. PENNSYLVANIA 17105-1711
Toll Free 1-866-WAYPOINT (I-866-9;~9-7646) · IN YORK AREA 717/E!15-4500 · www. wagpointbank.com
JAN--50--05 W~D 01 .'04 PM P. 02
L04
INSURED: J-JDY MUELLER
PAYOR:
OWNER:
MARTIN MUELLER
MARTIN MUELLER
LIFE POLICY RECORD 01/30/03
POLICY #; L015352630 UPDATED: 02/07/02
FACE AMT: 10,000 ISSUE: 02/05/76
PLAN: WHOLE LIFE
POLICY STATUS: IN-FORCE PREMIUM PAYING
POLICY EQUITY FOR ANNIVERSARY
2002 2003
BASE CASH VALUE: 2,773.20 2,910.90
ACCUMULATED DIVIDENDS
APPROX. TOTAL CASH:
NON-FORFEITURE OPTION:
FINAL: EXTENDED INSURANCE
APL: YES
MEMO:
RESTRICTED BY ASSIGNMENT, OWNERSHIP,
OR IRREVOCABLE BENEFICIARY: YES
ENTER X IN SELECT TO CHANGE MEMO AREA PRESS END TO FINISH SELECT
REV-1511EX* (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Mueller. Martin E. 21 03
0060
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Marnocha Funeral Home Ltd.
8.
9.
10.
11.
12.
14.
15.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Securily Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees Wayne F. Shade, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation
Claimant
Zip
Slreet Address
City State
Relationship of Claimant to Decedent
Probate Fees Register of Wills of Cumberland Coun .ty, Pennsylvania
Zip
Accountant's Fees
Tax Return Preparer's Fees
Cumberland Law Journal, advertise Letters Testamentary
Register of Wills, certified copy of the Last Will and Testament
Judge & Krzewinski, S.C., ancillary probate retainer
Kough's Oil Service, heating fuel
The Sentinel, advertise Letters ~I'estamentary
West Shore EMS-Carlisle, unreimbursed medical expenses
Register of Wills, Short Certificate
U.S. Post Office, registered mail
Judge & Krzewinski, S.C., attorney fees for ancillary, probate
6,401.75
7,500.00
313.00
75.00
4.00
1,500.00
221.67
88.43
552.44
3.00
9.85
634.39
TOTAL (Aisc enter on line 9, Recapitulation) $ 17~303.53
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Mueller. Martin E. 21 03
0060
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. Taste of Home. magazine subscription 14.98
6o
10.
Kough's Oil Service, heating fuel
Hoover's Plumbing & Heating, Inc., furnace maintenance
Oconto County Treasurer, real estate tax
M&T Bank. MasterCard
Carlisle Apothecary, unreimbursed v++pharmaceuticals
Masland Associates, Inc., unreimbursed medical expenses
Sprint, telephone service
PP&L? electric service
Deborah W. Piper, personal tax
600.46
88.50
292.29
7,498.15
169.11
100.00
121.24
171.27
4.90
TOTAL (Also enter on line 10, Recapitulation) $ 9~060.90
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-nm
COMMONWEALTH OFPENNSYLVANIA
INHERITANCE TAXRETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Mueller, I¢lartin E.
NUMBER
[.
1.
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright s[:)ou.~ al distributions, and transfers under
Sec. 9116 (a) (1.2)]
Judy E. Mueller
45 Creek Road
Newville, PA 17241
FILE NUMBER
21 03
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
0060
AMOUNT OR SHARE
OF ESTATE
Entire taxable estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART |I - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
I, MARTIN E. MUELLER, of the Township of West Pennsboro, County of
Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and'declare this as and for my Last Will
and Testament, hereby revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that ali my just debts and funeral expenses be paid by
my personal representative or representatives, hereinafter named, as soon as conveniently
may be done after my decease. I further authorize my personal representative to expend
funds fi.om my Estate in such amounts as my personal representative shall consider
appropriate, for the disposition and memorial of my remains.
SECOND. I authorize my personal representative or representatives hereinafter
named to distribute, in accordance with his or her discretion, items of tangible personal
property fi.om my Estate in accordance with any of my wishes expressed in writing. Such
tangible personal property shall be restricted to common personal possessions and shall
lnot include cash, bank books, stock certificates, bonds or the like unless otherwise
expressly stated in my said written wishes. In the event of any conflict between my said
written wishes and this.my Last Will and Testament, this shall control. In the event of
any cash bequests in my said wishes expressed in writing, I hereby authorize my personal
representative or representatives hereinafter named to distribute the bequests to any minor
WAYNE F. SHADE
Altomey at Law
53 Wes~ Pomfi~
~isl~ P~I~a
17013
legatees by making distribution directly to any parent or legal guardian of the minor
legatee. In the event o£my failure to leave a list, I order and direct that all of my said
tangible personal property, other than as specifically bequeathed herein, be liquidated and
distributed as part of my residuary Estate. In the event of the failure of any of the
legatees, designated in any of my said written wishes, to survive me, I order and direct
that his or her bequests be liquidated and distrib.uted as part of my residuary Estate. In the
event 0fthe failure of one of the legatees to survive me, noth~g herein shall be f~
interpreted to prevent my personal representative or representatives hereinafter named
l~om selling any of the items which would have passed to that legatee to my other
legatees at fair market value. In the event ora dispute as to any aspects of the list, I order
and direct that any such disputed tangible personal property be liquidated and distributed
as part of my residuary Estate.
THIRD. I give, devise and bequeath my farm in the State of Wisconsin unto my
issue, in equal shares, by representation and not per capita as tenants in common. It is my
specific intention that, in the event of the death of one or more of my children prior to my
death, his or her share shall pass to his or her issue by representation and not per capita.
FOURTH. All the rest, residue and remainder of my Estate, real, personal and
mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my
daughter, JUDY E. MUELLER, if she survives me. In giving the residue of my Estate to
~my daughter, I do not intend to imply any lack of love and affection for my sons whose
WAYNE F. SHADE
" Attorney at Law
53 West Pomfret Sueet
Carlisle, Pennsylvania
17013
WAY~ F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pcnnsylvania
17013
financial circumstances are such that their need is not as great as that of my said daughter
and her children.
FIFTH. For the purposes of this my Last Will and Testament, a person shall not
be deemed to have survived me unless he or she shall have survived me by more than
ninety (90) days.
SIXTH. If my said daughter, JUDY E. MUELLER, should fail to survive me, I
.give, devise and bequeath all of the said residue of my Estate unto such of her children
now in being and hereafter bom or adopted by final decree of adoption prior to her death,
in equal shares.
SEVENTH. I nominate, constitute and appoint FINANCIAL TRUST SERVICES
COMPANY of Carlisle, Pennsylvania, its successors or ~signs, to serve without bond as
the Trustee of any property which shall pass, either under this my Last Will and
Testament or otherwise to a minor and with respect to whom I am authorized to appoint a
Trustee and have not otherwise specifically done so; provided that this appointment of
Trustee shall not supersede the right of any fiduciary in its discretion to distribute such
share to the said minor or to another for the benefit of the said minor. The said Trustee is
hereby vested with the power to sell, assign, transfer, pledge, mortgage, lease, manage,
control, retain, invest and reinvest the corpus of said Trust in such securities and other
property as shall be deemed prudent without being restricted to investments known as
legal investments for fiduciaries under the laws of the Commonwealth of Pennsylvania.
The Trustee shall have the power to manipulate the proceeds of the Trust in any manner
WAYNE F. SttA~E
Attorney at L~w
53 West Pomfret Street
that will guarantee maximum conservation of the Trust funds and the greatest production
of income for the beneficiary. I hereby authorize the said Trustee to expend any monies
from principal or interest for the beneficiary that in the sole discretion of the Trustee is
deemed necessary for the care, health, education, maintenance and general welfare of the
beneficiary; the word "education" shall be construed to mean a pre-college course, high
school educatiOn, college education and post-gm, duate. It is my intention that the
foregoing powers m~ay be exercised by the said Trustee without prior Cour~_approval and
without further responsibility to the beneficiary, the parents of the beneficiary or to any
other person or persons taking care of the beneficiary. The age of majority for all
purposes concerning this my Last Will and Testament shall be deemed to be the age of
twenty-one (21) years. If the beneficiary of this Trust should fail to survive to ultimate
distribution of the Trust herein, I order and direct that the remainder of this Trust be
distributed as part of my residuary estate.
EIGHTH. Should my daughter, JUDY E. MUELLER, and all of her children as
Idefined herein fail to survive me, I give, devise and bequeath the said residue of my
Estate unto my sons, MARTIN P. MUELLER and MARK K. MUELLER, in equal
shares. If either of them should fail to survive me, I give, devise and bequeath his share
unto such of his issue who shall survive me, in equal shares, by representation and not per
capita.
· Carlisle, Pennsylvania
17013
NINTH. I order and direct that any estate, inheritance or similar tax due as a
result of my death with respect to any property passing as a result of my death, shall be
WAYNE F. SHADE
Attorney ~t Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
paid from the residue of my Estate before its division into shares and prior .to distribution
as an expense of administration and that no part of' the taxes should be prorated or
apportioned among the persons or beneficiaries receiving the taxable property. It is my
express intention that all inheritance taxes imposed as a result of my death be paid from
the residue of my Estate whether or not the property passes under my Last Will and
Testament. My personal representative shall have full power and authority to pay,
compromise or, settle any such taxes at anytime whether with respect to present or furore
interests.
TENTH. I order and direct that any liens against any personal property which
passes to a designated person either under this my Last Will and Testament or otherwise
shall be paid from the residue of my Estate prior to distribution as an expense of
administration and that such specific bequests of personal property not pass subject to any
liens thereon.
ELEVENTH. Any and all decisions, determinations or actions made or taken by
a personal representative or Trustee hereunder, if made in good faith, shall be final and
Conclusive on all persons who are or may become interested in my Estate. No fiduciary
acting under this my Last Will and Testament shall be 'liable for any error in judgment or
for any depreciation or reduction in value of any Estate or Trust assets at anytime, in the
absence of willful default.
LASTLY. I nominate, constitute and appoint my daughter, JUDY E. MUELLER,
to be the Executrix of this my Last Will and Testament, but if, for any reason, she should
WAYNE F. SHADE
Attorney at i~aw
53 West Pomfr~-t Street
Carlisle, Pennsylvania
17013
fail to qualify as such Executrix or decline or cease so to se.ave, I nominate, constitute and
appoint my sons, MARTIN P. MUELLER and MARK K. MUELLER, to be the
successive alternate Executors hereof, all to serve without bond.
IN WITNESS WHEREOF, I, MARTIN E. MUELLER, have hereunto set my hand
and seal to this my Last Will and Testament which consists., of eight (8) typewritten pages
to each of which I have affixed my signature, this 23rd day of
Oc~.ober , A.D. One Thousand Nine Hundred Ninety-Eight (1998). ~
Martin E. Mdeller
The preceding instrument, consisting of this and seven (7) other typewritten pages,
each identified by the signature of the Testator, was on the date thereof signed, sealed,
published and declared by MARTIN E. MUELLER, the Testator therein named, as his
Last Will and Testament, in the presence of us, who, at his request, in his presence, and in
the presence of each other, have subscribed our names as witnesses hereto.
-6-
WAYNE F. SHADE
Attorney at Law
'. 53 West Pomfr~t Slreet
Carlisle, Pennsylvania
17013
Acknowledgment
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
SS:
I, MARTIN E. MUELLER, the person whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament and that I signed it
willingly and as my free and voluntary act for the purposes' therein expressed.
Sworn to or affirmed and acknowledged'before me by MARTIN E. MUELLER,
23rd day of Oc~tober ,1998. ,~ ~_
Notary Pu~iC
Notarial seal
Connie J. Trttt, Notay public
Carlisle, CumberlandCounly 'l
i My Commission Expires Oct. 5, 2000
A~c~vit
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF CUMBERLAND )
We, Wayne F. Shade and Karen F. Byers , the
witnesses whose names are signed hereto, being duly qualified according to law, do
depose and say that we were present and saw the Testator sign and execute the instrument
as his Last Will and Testament; that the Testator signed wiJlingly and executed it as his
bee and voluntary act for the purposes therein expressed; that each subscribing witness in
the hearing and sight of the Testator signed the Will as a witness; and that, to the best of
our ~k~owledge, the Testator was~at that time eighteen or mole years of age, of sound · ~
mind and under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me by
F. Shade and Karen F. Byers
23rd day of October ., 1998.
, witnesses, this
Notary Pu c .'
WAYNE F. SHADE
AHomey at Law
53 West Pomfret Street
C-~isle, Pennsylvania
17013
iaNotarial Seal
Connie J. Trill, Nota~/Public
Carlisle, CumberlandCounly
**. Y Commission Expires Oct. $, 2000J
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 002888
SHADE WAYNE F ESQUIRE
53 WEST POMFRET STREET
CARLISLE, PA 17013
........ ford
ESTATE INFORMATION: SSN: 471-12-1755
FILE NUMBER: 2103- 0060
DECEDENT NAME: MUELLER MARTIN E
DATE OF PAYMENT: 08/11/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/08/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,847.29
REMARKS:
TOTAL AMOUNT PAID'
WAYNE SHADE ESQUIRE
91,847.29
SEAL
CHECK# 1714
INITIALS: VZ
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
ZNHERTTANCE TAX DZVZS/ON
DEPT. 180601
HARRTSBURG, PA 17118-0601
COHHONWEALTH OF PENNSYLVANIA
BEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
RE¥-15¢7 EX AFP cn1-05)
WAYNE F SHADE ESQ
55 W POHFRET ST
CARLISLE
:~ DATE 09-29-Z005
ESTATE OF HUELLER
DATE OF DEATH 01-08-200:3
FILE NUHBER 21 05-0060
'(~j.-'j. ~i~ i -='~ ~'i~,, .*c~... ;~',,_ COUNTY CUHBERLAND
ACN 101
I Amoun~ Reei~:ad
PA 170:1,3
HARTZN E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF TNHERZTANCE TAX APPRATSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AN]) ASSESSHENT OF TAX
ESTATE OF HUELLER HARTIN E FILE NO. 21 0:3-0060 ACN 101 DATE 09-29-200:3
TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATION CONCERNING FUTURE ZNTEREST- 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)
$. Closely Held S~ock/Par~nersh/p ln~eres~ (Schedule C) ($)
¢. Nor~geges/No~es Rece/vable (Schedule D) (¢)
5. Cash/Bank Depos/*s/Nisc. Personal Proper~y (Schedule E) (5)
6. Jo/n~ly Owned Proper~y (Schedule F) (6}
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expanses/Ada. Cos~s/N/sc. Expenses (Schedule H) (9)
10. Deb~s/Nor~gmga L/abili~ies/Liens (Schedule Z) (10)
11. To~el Deductions
12. Na~ Value of Tax Re~urn
187~142.90
14~515.95
.00
.00
99~674.51
.00
.00
(8)
17,303.53
NOTE: To insure proper
credi~ ~o your account,
sube/~ ~he upper portion
of ~his fore w/~h your
~ax payment.
13.
NOTE:
301,333.36
IF PA/D AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
ASSESSHENT OF TAX:
1.6. Aeoun'~ of L/ne 1¢ a~ Spousal ra~e
16. Aeoun'l: of L/ne 1¢ ~exabZe e~: Lineal/Class A re~e
17. Aeoun~: of Line 1¢ e~: S/bling ra~:e
18. Aeoun'l: of Line 1¢ ~axebla a~ Collateral/Class B ra~e
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYHENT RECETP1- DTSCOUNT (+J
DATE NUNBER INTEREST/PEN PAID (-)
04-03-2005 CD002589 526.$2
08-11-200:3 CD002888 .00
(1.6) .00 X O0 = .00
(16) 274,968.95 X 045= 12,:573.60
(17) . O0 X 12 = .00
(18) .00 x 15 = .00
(19)= 12,373.60
ANOUNT PAZD
10,000.00
1,847.29
reflect f/gures that include the total of ALL returns assessed to date.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
12,373.61
.01CR
.00
.01CR
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUZRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Char/~abla/Govarnean~al Bequests; Non-elected 9113 Trusts (Schedule J) (1:5) . O0
Ne~ Value of Es~a~;e SubSec~: ~:o Tax (1¢) 274,968.95
:;f an assessment ,as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
9,060.90
(11) 26.364.4:3
(12) 274,968.95
RESERYATZON:
Estates of decadents dying on or before December 12, 1982 -- Jf any futura interest in the estate is transferred
in possession ar enjoyment to Class B (collateral} beneficiaries of the decadent after the expiration of any estate for
1ifa or far years, the Coaaanaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the 1aero1 Class B (collateral) rate on any such futura interest.
PURPOSE OF
NOTZCE:
To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act 2~ of 2000. (72 P.S.
Section 9140).
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADNZN-
ZSTRATZVE
CORRECTIONS:
DISCOUNT:
PENALTY:
Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF #ILLS, AGENT
A refund of a tax credit, ehich ams not requested on the Tax Return, say ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office
of the Register of Hills, any of the 13 Revenue District Offices, or by calling the special Zq-hour
answering service for forms ordering: 1-800-S62-Z050; services far taxpayers with special hearing and / or
speaking needs: 1-800-&~7-5020 (TT only).
Any party in interest not satisfied with the appraisement, alloeance, ar disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Not[ca must object eJthJn sixty (60) days of receipt of
this Natica by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZSIOZ1, Harrisburg, PA 17118-1011, OR
--alactlon 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 bo addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17118-0601
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 ($) calendar months after the dacadant's death, a five percent (51) discount
the tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the total of tho 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 saaa manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and Gna (1) 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 (6Z) percent par annum calculated at a daily rate of .00016q. All taxes ahich became delinquent on and after
January 1, 1982 will bear interest at a rate which mill vary from calendar year to calendar year aith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .0005q8 1987 91 .O00Zq7 1999 71 .000192
1983 16Z .000¢38 1988-1991 111 .000301 ZOO0 81 .000119
198q 111 .000301 1991 91 .O00Zq7 Z001 91 .0001~7
1985 132 .000356 1993-199q 71 .000192 20OZ 61 .00016q
1986 101 .00027q 1995-1998 9Z .0002~7 2003 51 .000137
--Interest ]s calculated as folloes:
TNTEREST -- BALANCE OF TAX UNPAID X NUHBER OF DAYS DELTN~IUENT X DATL¥ INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) 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.
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
Tax Parcel No. 46-7-481-16
IN RE: ESTATE OF
MARTIN E. MUELLER,
Deceased, Late of the
Township of West Pennsboro,
Cumberland County, Pennsylvania
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
:
: NO. 21-03-60
DEC.R~E AWARDING. REAL ESTATE
AND NOW, this ~- day of~~_--~ ,2003, the First and Final Account and
Statement of Proposed Distribution of Judy E. Mueller, Executrix of the Estate of Martin E.
Mueller, having been confirmed by the Court of Common Pleas of Cumberland County,
Pennsylvania, Orphans' Court Division, on November 25, 2003, pursuant to 3534 of the Probate,
Estates and Fiduciaries Code of 1972, as amended, the entire fee simple interest in the real estate
hereinafter described is awarded to Judy E. Mueller, in accordance with the Statement of
Proposed Distribution confirmed by the Court of Common Pleas of Cumberland County,
Pennsylvania, as aforesaid:
ALL THOSE CERTAIN lots or tracts of land situate in West Pennsboro Township,
Cumberland County, Pennsylvania, more particularly bounded and described, as follows:
TRACT NO. 1: BEGINNING at a point on Township Road No. 427, which point is in
the northeastern line of a lot now or formerly of Harold M. Clymans and Amy Clymans; thence
along said Clymans' lot, North 69 degrees 26 minutes West, 285 feet to an iron pin; thence along
other lands now or formerly of the said Clymans of which the lot hereby conveyed was formerly a
part, North 20 degrees 34 minutes East, 50 feet to an iron pin; thence along the same, South 69
degrees 26 minutes East, 285 feet to a point in said Township Road; thence in said Township
Road, South 27 degrees 08 minutes West, 50 feet to the Place of BEGINNING.
TRACT NO. 2: BEGINNING at a spike in the center of said Township Road No. 427,
which spike is 768 feet northeast of the property now or formerly of John Walters, measured
northeastwardly in the centerline of the old Township Road as it existed prior to its relocation;
thence through the property now or formerly of Lloyd Franklin, of which the lot hereby conveyed
was formerly a part, North 40 degrees 45 minutes West, 226.55 feet to a pin; thence by the same,
North 17 degrees 17 minutes East, 190 feet to a pin; thence by the same, South 72 degrees 43
WAYNE F. SHADE
Attorney at Law
53 West Pomfi'et Street
Carlisle, Pennsylvania
17013
minutes East, 285 feet to a spike in the center of the existing Township Road; thence by the
center thereof, South 15 degrees 02 minutes West, 160 feet to a spike; thence continuing in the
center of said Township Road, South 50 degrees 40 minutes West, 180 feet to the Place of
BEGINNING.
THE above-described Tract No. 2 contains 1.626 acres, as determined by a survey thereof
made by John H. Fox, Professional Engineer, dated March 23, 1963.
TRACT NO. 3: BEGINNING at a point in the centerline of said Township Road No.
427, which point is in the eastern line of Tract No. 2 hereinabove described; thence along said
Tract No. 2, North 69 degrees 26 minutes West, 285 feet to a point; thence along the same and
along Tract No. 1 hereinabove described, South 20 degrees 34 minutes West, 240 feet to a point;
thence by lands now or formerly of Leroy E. Fickes and Doris M. Fickes, North 69 degrees 26
minutes West, 60 feet to a point; thence by other lands now or formerly of the said Leroy E.
Fickes and Doris M. Fickes, North 20 degrees 34 minutes East, 290 feet to a point; thence
continuing along other lands now or formerly of the said Leroy E. Fickes and Doris M. Fickes,
South 69 degrees 26 minutes East, 345 feet to a spike in the centerline of said Township Road;
thence in said Township Road, South 27 degrees 08 minutes West, 50 feet to the Place of
BEGINNING.
BEING the same premises which Robert D. Shaffner and Elaine V. Shaffner, husband and
wife, by Deed dated November 25, 1975, and recorded in the Office of the Recorder of Deeds of
Cumberland County, Pennsylvania, in Deed Book "I", Volume 26, Page 996, granted and
conveyed unto Martin E. Mueller, widower.
THIS transfer is exempt from Pennsylvania realty transfer taxes as a transfer for no
consideration by testate succession from a personal representative of a decedent to the decedent's
heir.
· ~°Xlrfer' P'7
I do hereby certify that the precise residence and complete post office address of the
within named Grantee is 45 Creek Road, Newville, Pennsylvania 17241.
Date:
Attorney for Grantee
-2-
ORPHANS' COURT DIVISION
NO. 21-03-60
IN RE: ESTATE OF
MARTIN E. MUELLER,
Deceased, Late of the
Township of West Pennsboro,
Cumberland County,
Pennsylvania
DECREE AWARDING REAL ESTATE
WAYNE E SHADE
ATFORNEY AT LAW
53 WEST POMFRET STREET
CARLISLE, PENNSYLVANIA 170
WAYNE F. SHADE
Attorney at Law
53 West Pom£ret Street
Carlisle, Pennsylvania
17013
IN RE: ESTATE OF
MARTIN E. MUELLER,
Deceased, Late of the
Township of West Pennsboro,
Cumberland County, Pennsylvania
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
:
: NO. 21-03-60
STATEMENT OF PROPOSED DISTRIBUTION
The Executrix proposes to distribute the entire balance of the Estate for
distribution under the provisions of Item Fourth of the Last Will and Testament of the
decedent, as follows:
1. House and lot of ground known and numbered as
45 Creek Road, Newville, Cumberland County,
Pennsylvania, more particularly bounded and described
in Cumberland County Deed Book 'T', Volume 26, Page 996
2. Nationwide Life Insurance, Policy No. L015352630, in kind
3. Household contents, in kind
4. Cash
TOTAL
$187,142.90
6,263.84
630.00
32.245.24
$226,281.98
I, JUDY E. MUELLER, Executrix of the Estate of Martin E. Mueller, Deceased,
hereby declare under penalty of perjury that the foregoing Statement of Proposed
Distribution is true and correct to the best of my knowledge, information and belief.
Date:
October l6,2003
Ju~j~ E~ l~ueller
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-03-60
IN RE: ESTATE OF
MARTIN E. MUELLER,
Deceased, Late of the
Township of West Pennsboro,
Cumberland County,
Pennsylvania
STATEMENT OF PROPOSED DISTRIBUTION
I hereby certify that written notice of the filing of this
Statemem of Proposed Distribution, and c~ the dele,
t~ne and p~oe when Ihe ~ame wel be pmeemed to
the Court for oonllrmalton and o~ Ihe leer clay ~o i~
written oblecaom to ~ 8~m~ d pmpoeed
and to every oth~ perm~ known to the aecounlent to
have o~ claim an intemet In Ihe eela~ a~ a,edilo~.
A copy of said S~atement was included w~ the nolice
WAYNE F. SHADE
ATTORNEY AT LAW
53 WEST POMFRET STREET
CARLISLE, PENNSYLVANIA 17013
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
IN RE: ESTATE OF
MARTIN E. MUELLER,
Deceased, Late of the
Township of West Pennsboro,
Cumberland County, Pennsylvania
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-03-60
FIRST AND FINAL ACCOUNT OF
JUDY E. MUELLER, EXECUTRIX
Date of Death: January 8, 2003
Letters Testamentary Granted: January 22, 2003
First Complete Advertisement of Grant of Letters: February 14, 2003
Account Stated to June 30, 2003
PRINCIPAL RECEIPTS
1/22/03
1/22/03
1/22/03
1/22/03
1/22/03
1/22/03
1/22/03
House and lot of ground known and numbered as 45
Creek Road, Newville, Cumberland County,
Pennsylvania, more particularly bounded and
described in Cumberland County Deed Book 'T',
Volume 26, Page 996 $187,142.90
Parcel of land known and numbered as 1417 East
Frontage Road, being part of the north 1/2 - southwest
1/4 of Section 14, Township 26 North, Range 20 East,
Town of Little Suamico, Oconto County, Wisconsin
Household contents
Orrstown Bank, Investment Account No.
50001463079
Orrstown Bank, Checking Account No. 417335
Waypoint Bank, Certificate of Deposit No.
1100053266
1,363 shares Woolworth Corporation common stock
370,000.00
630.00
54,634.32
21,366.90
14,003.55
14,515.95
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
1/22/03
2/10/03
2/12/03
2/20/03
3/12/03
3/15/03
3/26/03
4/ 4/03
4/ 9/03
4/14/03
4/15/03
1/22/03
1/30/03
1/30/03
1/30/03
1/30/03
Nationwide Life Insurance, Policy No. LO 15352630,
cash value on the life of Judy Mueller
American Heritage, subscription refund
Insight Magazine, subscription refund
The Weekly, Standard, subscription refund
World Press Review, subscription refund
The Week, subscription refund
Paterson Litigation Settlement, litigation settlement
proceeds
U.S. Treasury, federal income tax refund
Metropolitan Life Insurance Company, life insurance
proceeds
Capital Blue Cross, health insurance refund
Cumberland County Veteran's Death Benefit
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
Orrstown Bank, Checking Account No. 417335,
charges after date of death
1/17/03 Service fee 3.00
1/23/03 Sprint 152.22
1/27/03 PP&L 119.30
Cumberland Law Journal, advertise Letters
Testamentary
Wayne F. Shade, reimbursement for probate
Taste of Home, magazine subscription
Kough's Oil Service, heating fuel
-2-
6,263.84
2.00
62.76
36.23
16.48
55.00
1.00
2,056.00
10,030.82
516.98
100.00
$681,434.73
$274.52
75.00
313.00
14.98
600.46
WAYNE F. SHADE
Attorney at Law
53 West Pomffet Street
Carlisle, Pennsylvania
17013
1/30/03
1/30/03
1/30/03
1/30/03
1/31/03
1/31/03
2/14/03
2/14/03
2/14/03
2/14/03
2/14/03
2/20/03
3/31/03
3/31/03
4/ 2/03
4/ 3/03
4/ 3/03
7/30/03
8/11/03
8/11/03
6/30/03
Hoover's Plumbing & Heating, Inc., furnace
maintenance
Oconto County Treasurer, real estate tax on land in
Wisconsin
M&T Bank, Mastercard
Mamocha Funeral Home Ltd., funeral services
Register of Wills, certified copy of Last Will and
Testament
Judge & Krzewinski, S.C., ancillary probate retainer
Kough's Oil Service, heating fuel
Carlisle Apothecary, pharmaceuticals
Masland Associates, Inc., medical services
Sprint, telephone service
PP&L, electric service
The Sentinel, advertise Letters Testamentary
Deborah W. Piper, personal tax
West Shore EMS-Carlisle, ambulance service
Register of Wills, Short Certificate
Register of Wills, estimated Inheritance Tax
U.S. Post Office, registered mail
Judge & Krzewinski, S.C., attomey fees
Register of Wills, Inheritance Tax
Register of Wills, file Inheritance Tax Return
Wayne F. Shade, Esquire, reserve for attomey fees
-3-
88.50
292.29
7,401.85
6,401.75
4.00
1,500.00
221.67
169.11
100.00
121.24
171.27
88.43
4.90
552.44
3.00
10,000.00
9.85
634.39
1,847.29
15.00
7,500.00
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
6/30/03
1/30/03
2/26/03
3/11/03
4/ 8/03
4/ 9/03
4/ 9/03
7/ 8/03
7/ 8/03
7/ 8/03
7/ 8/03
1/31/03
3/11/03
1/30/03
Register of Wills, reserve for filing account, etc.
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL DISTRIBUTIONS
Judy E. Mueller
Judy E. Mueller
Judy E. Mueller
Judy E. Mueller
Judy E. Mueller, 1,363 shares Woolworth Corporation
common stock
Metropolitan Life Insurance Company, life insurance
proceeds
Judy E. Mueller, undivided one-fourth interest in 1417
East Frontage Road, Little Suamico, Wisconsin
Martin P. Mueller, undivided one-fourth interest in
1417 East Frontage Road, Little Suamico, Wisconsin
Mark K. Mueller, undivided one-fourth interest in
1417 East Frontage Road, Little Suamico, Wisconsin
Linda Heid, undivided one-fourth interest in 1417 East
Frontage Road, Little Suamico, Wisconsin
TOTAL DrSTRIBUTIONS
INCOME RECEIPTS
Foot Locker, Inc., stock dividend
Waypoint Bank, interest on Certificate of Deposit No.
1100053266
Orrstown Bank, Checking Account No. 417335
-4-
200.00
$38,604.94
$3,000.00
3,000.00
14,003.55
2,056.00
14,515.95
10,030.82
92,500.00
92,500.00
92,500.00
92,500.00
$416,606.32
$40.89
180.19
4.65
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
4/11/03
Metropolitan Life Insurance Company, interest
TOTAL IN'COME RECEIPTS
INCOME DISTRIBUTIONS
3/11/03
Judy E. Mueller
TOTAL INCOME DISBURSEMENTS
RECAPITULATION
PRINCIPAL
Receipts
Less Disbursements
Less Distributions
$681,434.73
38,604.94
416 606.32
Principal Balance Remaining
INCOME
Receipts
Less Distributions
$238.70
180.19
Income Balance Remaining
COMBINED BALANCE REMAINING
-5-
12.97
$238.70
$180.19
$180.19
$226,223.47
58.51
$226,281.98
I, JUDY E. MUELLER, Executrix of the Estate of Martin E. Mueller, Deceased,
hereby declare under penalty of perjury that I have fully and faithfully discharged the
duties of my office; that the foregoing First and Final Account is true and correct and
fully discloses all significant transactions occurring during the accounting period; that all
known claims against the Estate have been paid in full; that, to my knowledge, there are
no claims now outstanding against the Estate; and that all taxes presently due from the
Estate have been paid.
Date: October 16, 2003
J eller - - '
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-03-60
IN RE: ESTATE OF
MARTIN E. MUELLER,
Deceased, Late of the
Township of West Pennsboro,
Cumberland County,
Pennsylvania
FIRST AND FINAL ACCOUNT
~;,~'~0¥ certify that written notice of the filin~ o!
:,s Account, and of the date, time and pl~ce
.,-le~ the same will be preeeflmd to the Court
· confirmation and ol the ~ day to file written
:..~ctions to said Aceount, hat been given to
· .,i~ry unpaid ctaknant afld to every other person
. ~own to the a(xx:iunta~ to have or claim an
· *~ef. cst in the estate as credit(x, beneficiary,
~ or next of kin,
WAYNE F. SHADE
ATTORNEY AT LAW
53 WEST POMFRET STREET
CARLISLE, PENNSYLVANIA 1'701
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Martin E. Mueller
Date of Death: January 8, 2003
Social Security No.: 471-12-1755 File No.: 21-03-60
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of thc administration of the above-captioned Estate:
1. State whether administration of the Estate is complete: Yes X No
2. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final account with the
Court? Yes X No
Date:
December 1, 2003
W~ayne/~. Sl~ade, Esquire
Supreme Court No. 15712
53 West Pomfret Street
Carlisle, Pennsylvania 17013
Telephone: 717-243-0220
Counsel for personal representative
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
IN RE: ESTATE OF
MARTIN E. MUELLER,
Deceased, Late of the
Township of West Pennsboro,
Cumberland County, Pennsylvania
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
:
: NO. 21-03-60
RELEASE
KNOW ALL PERSONS BY THESE PRESENTS, That I, JUDY E. MUELLER,
being the sole residuaD' heir of Martin E. Mueller, Deceased, late of the Township of
West Pennsboro, Cumberland County, Pennsylvania, do hereby acknowledge that I have
this date had and received of and from Judy E. Mueller, Executrix of the Estate of the
said Martin E. Mueller, the following in full satisfaction and payment of all such sum or
sums of money, legacies, bequests, intestate shares and family exemptions to which I am
entitled by Will or as an heir-at-law and to which I am entitled from the Estate of said
Decedent:
House and lot of ground known and numbered as
45 Creek Road, Newville, Cumberland County,
Pennsylvania, more particularly bounded and described
in Cumberland County Deed Book 'T', Volume 26, Page 996
$187,142.90
2. Nationwide Life Insurance, Policy No. L015352630, in kind
6,263.84
3. Household contents, in kind
630.00
4. Cash 32,245.24
TOTAL $226,281.98
NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge
myself as Executrix of said Estate, my heirs, executors, administrators and assigns, of and
from the said legacy or legacies and other shares in said Estate and of and from all
actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and
by reason thereof, or of any other act, matter, cause or thing whatsoever, from the
beginning of the world to the date of these presents.
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
IN WITNESS WHEREOF, I have hereunto set my hand and seal, this
day of December, 2003.
WITNESS:
Jud~ E~. l~[ueller
(SEAL)
I verify that the statements made in the foregoing Release are true and correct. I
understand that false statements herein are made subject to the penalties of 18 Pa. C.S.
§4904, relating to unsworn falsification to authorities.
Date: I~] i I~)~
Judy EOMue~er
542676
Document Number
Judy E. Mueller,
STATE BAR OF WISCONSIN FORM 5 - 2000
PERSONAL REPRESENTATIVE'S DEED
as Personal Representative of the estate of Martin E. Mueller,
("Decedent"), for valuable consideration conveys, without warranty, to Martin P.
Mueller, Mark K. Mueller, Judy E. Mueller, and Linda Heid, as tenants
in common,
Grantee, the following described real estate in Oconto County,
State of Wisconsin (the "Property") (if more space is needed, please attach addendum):
The Northwest Quarter of ti~e Southwest Quarter (NW 1/4 of SW .... of
Section Fourteen (14), Township Twenty-six (26) North, Range Twenty
(20) East, in the Town of Little Suamico, Oconto County, Wisconsin
EXCEPT Vol. 581 Records, Page 294, EXCEPT Vol. 730 Records, Page
120, EXCEPT part deeded for road purposes in Vol. 755 Records, Page
961, and FURTHER EXCEPTING THEREFROM any part used for
road/hwy purposes. Subject to easements in Vol. 1570 Records, Pages 940
& 941.
FEE EXEMPT: Pursuant to Wis. Stat. 77.25 (11).
VOL. 21
RECORDED
AT · O'CLOCK M
JUL 8. 2003
LORALEE LASLEY
REGISTER OF DEEDS
OCONTO COUNTY, WI
Recording Area
Name and Retm'n Address
Attorney Michael T. Judge
P.O. Box 75
Oconto, WI 54153
024-081401232A
Parcel Identification Number (PIN)
Personal Representative by this deed does convey to Grantee all of the estate and interest in the Property which the Decedent had
immediately prior to Decedent's dzath, and all of the estate and interest in the Property which the Personal Representative has since acquired.
Dated this 3rd day of July ,2003
Personal Representative
* J~dy E?Mueller
Personal Representative
AUTHENTIC ~kTION
ACKNOWLEDGMENT
Signature(s)
authenticated this day of ,
T1TLE: MEMBER STATE BAR OF WISCONSIN (If not,
STATE OF PENNSYLVANIA )
) SS.
Cumberland County )
Personally came before me this 3 r d . day of
Ju'l ¥, 2003 the above named
Judy E. Mueller, as Personal RepreSentative of the Estate of
Martin E. Mueller
to me known to be the person(s) who executed the foregoing
authorized by § 706.06, Wis. Stats.) instant andac~l,owled~ged the same.
THIS INSTRUMENT WAS DRAFTED BY , - / ' '
Attorney Mmhael T Judge
' ' . ' . Notary Public, State of PENNSYLVANIA
Oconto, Wl 54153 __ My Commission is pe[m=ncnt. (If net,
(Signatures may be authenticated or acknowledged. Both are not necessary.) [ Notarial Seal / I' .)
* Names of persons signing in any capacity must be typed or printed below their signature. [ ~ii~[e"~;;~l"i~J ~;~;[~ J
, STATE BAR OF WISCONSIN · ' · .
PERSONAL REPRESENTATIYE S DEED FORM No. 5 - 2000 h~O~.igels$tSO0~O)~_[~2~ Ctv~v~.l~o~rlforms.com