Loading...
HomeMy WebLinkAbout03-0080PETITION FOR PROBATE aaa GRANT OF F_rtare of Margaret A. Gettys _ No. also known az To: Decea.ved. Soctal 3ecurtLv No. 201-18-2733' The petition of the undersigned respectfully represents that: Your petitioner(s), who is~mx:st8 years of age or older an the execut or in the last will of the above decedent, dated October 19, 1999 and codicil(s) dated Regmer of Wills for the Cottnty of Cumberland Commonwealth of Pennsylvania in the named (state reievant circnmstanc~, ~.g. r~mun~iaxion, Decendent was domiciled at death in Cumloerand County, Pennsylvania, with ker _ last family or prin~pal r~idence at 752 Messiah Village, Upper Allen Twp., Cun~rand Countyw PA (list street, numl~er a~ld muncipality; Decendent, then 92 years of age, died January 20 , t~ 2003 at ~c~.~iah villaqe, up_r~r/~llen ~wp-~ ~,ml-~-~ncl C'nuntye PA Except as follows, 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 of a killing and was never adjudicated incompetent: -- Decendent at death owned property with estimated values as follows: (If domicite~l 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 e.state in Pennsylvania situated as foiiows: 200t000.00 WHEREFORE, petitionerts) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentarv (testamentary; attmmistration c.t.a.; admlnistrat/on d.b.n.c.t.a.) theron. , 1950 Chestnut Street' ~Camp Hillt PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF The ~etitioner;.9 ai~ove-named swear(s) or a/firm(s) that the statements in the foregoing petition are true and correc~ to the best of the knowledge and belief of petitioner(s) and that as personal represen- tativets) of the. above decedent lZ~titioner(s) will weal and.t_.t. Ll:uly administer tl~ ~sr, al~ according to law. Sworn to or affirmed anc~ mbseribed f- ~~ be/~e me this ~' ~',~' day of [ l:'r.,:=,~ ~_ C~ttvs / ~' No. e~/-o~'- $;ve0 Estate of Margaret A. Gettys , Deceased DECREE OF PROBATE AND GRANT OF LETTERS / / the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrumem(s) dated October '19r 3999 described therein be admitted to probate and filed of record as the last will of Marqaret A. C, ettys and Letters /t~.~,-,~-- ~,,_.,' " FEES Probate, Letters, Etc ...... Short Certificates( ) .......... Renunciation ................ $. ,,/Q/ TOTAL Filed ~.~.,.~ ....... Register of Will$~ ATTORNEY (Sup. Ct. I.D. No.} 41 4 Bridge St., New Cumberland, PA 17070 ADDRF. SS (717) 774-7435 PHONE e~\wills\gettys.ma\10v99 LAST WILL AND TESTAMENT OF MARGARET A. GETTYS I, MARGARET A. GETTYS, of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my.decease. ITEM II: I devise and bequeath all the rest, residue and remain- der of my estate, of every nature and wherever situate, in equal shares to my son, FRED A. GETTYS, and my step-daughter, EVALENE M. EICHELBERGER, if they survive me. Should either FRED A. GETTYS or EVALENE M. EICHELBERGER predecease me, I devise and bequeath his or her share to his or her issue, per stirpes. ITEM III: I appoint my son, FRED A. GETTYS, Executor of this my last will. Should my son, FRED A. GETTYS, fail to qualify or cease to act as Executor, I appoint YVONNE W. GETTYS, Executrix of this my last will. Page 1 of 4 ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. IN WITNESS W}IEREOF, I, MARGARET A. GETTYS, have hereunto set my hand and seal this l~ day of ~~~ , 1999. SIGNED, SEALED, PUBLISHED and DECLARED by MARGARET A. GETTYS, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the ~rese~ of e~th'o~her, ~jltness ~' \i Witness have subscribed our names as witnesses. Address Addre s s COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, MARGARET A. GETTYS, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according Page 2 of 4 to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. Notary Public NOTARIAL SEAL ~ CONSTANCE L. KARLI, Notary Public ~!,e,w~,Cut,'riberland, pA Cumberland Co! I fv4~ commission Expires ,April 13, 2003J GETTYS, the Testatrix, this COMMONWEALTH OF PENNSYLVANIA : : SS: We, q~ ~[~,~ [ ~ and ~~ ~~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; Page 3 of 4 that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influenc~e~.' ~ // Witness Sworn to or affirmed to and acknowledged before me by witnesses, this day of Notary Public NOTARIAL SEAL CONSTANCE L. KARLi, Notary Public New Cumberland, PA Cumberland Co. My Commission Expires April 13, 2003 Page 4 of 4 £33aJ. S 3Oal~Ia ~1~ N~Y-1 J.Y gO CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Margaret A. Gettys Date of Death: January 20, 2003 Will No. 2003-00080 To the Register: I certify that notice of beneficial interest 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 February 18, 2003. Fred A. Gettys 1950 Chestnut Street Camp Hill, PA 17011 Evalene M. Eichelberger 839 Messiah Village Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a). ~_._~~ .... Date: ~--/~-~ '~--(' ~[~i ~~ Charles H. Stone, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X 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. REV-1162 EX(11-96) CD 002453 STONE CHARLES H ESQUIRE 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 201-18-2733 FILE NUMBER: 2103- 0080 DECEDENT NAME: GETTYS MARGARET A DATE OF PAYMENT: 04/15/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 01/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,000.00 TOTAL AMOUNT PAID: $9,000.00 REMARKS: CHARLES A STONE ESQUIRE SEAL CHECK# 18O50 INITIALS' AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV31500 EX (6-0({) Z LU z z 0 I- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 //7 -/o REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) gettys, Margaret A DATE OF DEAT~ (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR 01/20/2003 12/30/1910 iF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21 COUNTY CODE -- 2003 0080 YEAR NUMBER SOCIAL SECURITY NUMBER 201-18-2733 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 1 Original Return ~ 2 Supplemental Return ~ 3 Remainder Return (date of death prior to 12-13-82) ~--~ 4 Limited Estate I I 4a, Futurelnterest Compromise (date of death after 12-t2-82) ~ 5 Federal EstateTax Return Required ~ 6 Decedent Died Testate (Attach copy of/A~III ~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) -- 8 Total Number of Safe Deposit Boxes ~ 9 Litigation Proceeds Received 1 0. Spousal Povedy Credit Id~te o¢ death between 12-31-91 and 1-I-95) I 1. Election to tax under Sec 91 13(A),:At ach Sch ©j , THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS David H. Stone, Esquire FIRM NAME (If ApplicabIe) Stone LaFaver & Shekletski TELEPHONE NUMBER 717-774-7435 414 Bridge Street ~ew Cumberland, PA 17070 1 Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3 Closely Held Corporation, Padnership or Sole-Proprietorship (3) 4 Mortgages & Notes Receivable (Schedule D) (4) 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6 Jointly Owned Property(Schedule F) (6) ~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9 Funeral Expenses & Administrative Costs (Schedule H) (9) 10 Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 0 ,GO-- 0:00 0.00 0.00 240,530.23 0.00 0.00 OFFtC[AL USE ONLY Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (8) 16,953.94 1,411.66 (11) (12) (13) 240,530.23 18,365.60 222,164.63 0.00 222,164.63 14 Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 1 5 Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16 Amount of Line 14 taxable at lineal rate 17, Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 0 .00 x.00 (15) 222,164 .63 x.045 (16) 0 .00 x .12 (17) 0 .00 x .15 (18) (19) 19. Tax Due 0.00 9,997.41 0.00 0.00 9,997.41 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W4645 1 000 Decedeht's Cam plete Address: ~ [ STREET ADDRESS ..7__52 Messiah ~Village CITY Mechani csburg STATE PA Tax Payments and Credits: 1 Tax Due (Page 1 Line 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C Discount Interest/Penalty if applicable D. Interest E. Penalty 0.00 9,000.00 473.68 0.00 0.00 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) zip 17055 9,997.41 9,473.68 0.00 523.73 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + EA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WI£LS, AGENT PLEASE ANSWER THE FOLLOWING OUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 523.73 I Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... [~ E~ b. retain the right to designate who shall use the property transferred or its income; ......... [~] E~ c. retain a reversionary interest; or ................................ [~] [~ d. receive the promise for life of either payments, benefits or care? ................. E~ E~ 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? [~ E~ 4. Did decedent own an Individual Retirement Account, an nuity, or other non-probate property which contains a beneficiary designation? ................................ ~-] E~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is b~sed on all information of which preparer has any knowledge SIG NATU R E O~__¢.~ O~L E FO~ ADDRESS'-~.'9-g~- 0he~nu( Stre~ Camp Hill, ~ ~70~1 SIGNA~~E~NTATIVE DATE ~e~ C~e=~a~, ~A ~?070 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. § 9916 (a) (1.1) (i)], For dates of death on or after Jan uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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. 2w4646 10o0 REV-I$08~EX + (1-97) COMMONWEALTH OF PENNSYLVANIA ~NHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Gettys, Margaret A 21-2003-0080 Include the }roceeds of litigation and the date the proceeds were received by the estate All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 Allfirst Bank-CD #87008141080598 Allfirst Bank-CD #80000002028073 A!lfirst Bank-CD #80000002028074 Allfirst Bank-CD #80000002028075 Allfirst Bank-CD #80000002028076 Allfirst Bank-CD #80000002028512 Allfirst Bank-CD #80000002028595 Allfirst Bank-CD #80000002029064 PA State Bank-CD #40197 PA State Bank-CD #40277 PA State Bank-CD #40278 PA State Bank-CD #40279 PA State Bank-CD #40344 PA State Bank-CD #40345 PA State Bank-CD #40346 PA State Bank-CD #40374 PA State Bank-CD #40637 PA State Bank-CD #40643 PNC Bank-CD #31000182498 PNC Bank-CD #31100184631 PNC Bank-CD #31100213724 PNC Bank-CD #31400183965 Total from continuation pages .... TOTAL (Aisc enter on line 5, Recapitulation) $ 7,311 79 7,847 79 7,847 79 7,267 19 7,267 19 7,548 94 1,047 25 2,027 68 2,823.33 7,663.56 7,663.56 2,755.66 6,026.81 6,026.81 6,026.81 6,044.82 6,486.09 18,482.11 15,118.54 15,118.54 2,674.24 7,397.06 82,056.67 240,530.23 2W46AD 2 000 (If more space is needed, insert additional sheets of the same size) Estate'of: Gettys, Margaret A Schedule E -- Cash, Bank Deposits & Misc. Personal Property Page 2 21-2003-0080 Item Value at No. Description Date of Death 23 PNC Bank-CD #31600183711 15,118.54 24 PNC Bank-CD #31700183386 15,118.54 25 PNC Bank-CD #31800029510 10,987.76 26 PNC Bank-CD #31900025372 9,643.41 27 PNC Bank-Checking Acct. #5140226725 5,348.03 28 Social Security-January payment 779.39 29 United States Treasury-refund on 2002 1040 income tax return 1,436.00 30 Messiah Village-Refund on apartment at 752 Allegheny Blvd., Messiah Village 23,625.00 TOTAL. (Carry forward to main schedule) ...... 82,056.67 R,EV-151~ EX %(1-97) COMMONWEALTH OF PENNSYLVANIA fNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERALEXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gettys, Margaret A 21-2003-0080 Debts of decedent must be repoAed on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 4 5 5. 6. 7. FUNERAL EXPENSES: Rolling Green Cemetery- Grace Lutheran Church-luncheon after funeral Reception Committee, Grace Lutheran Church-donation for desserts at luncheon after funeral West Shore Country Club-dinner meal after funeral Yvonne Gettys-Reimbursement on vocalist for funeral ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Fred A Gettys Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 1950 Chestnut Street City Camp Hill State PA Zip 17011 Year(s) Commission Paid: 2003 Attorney Fees :Name: David ~-I. Stone Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Checks written prior to cleared by bank until Curaberland County Law letters death by decedent but not after death Journal-advertising grant of 9 10 11 Total from continuation pages .... The Patriot News Co.-advertising grant PA State Bank-Check printing fee Verizon-telephone services at home of letters TOTAL (Also enter on line 9, Recapitulation) 435.00 140.00 140.00 964.87 87.00 9,621.00 2,250.00 0.00 272.00 0.00 0.00 714.85 75.00 105.73 13.50 8.65 2,126.34 16,953.94 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) Estate'of: Gettys, Margaret A Schedule H, Part A -- Funeral Expenses Page 2 21-2003-0080 Item No. Description and stamps for thank you cards Amount Travel expenses for Executor and family 719.00 Parthemore Funeral Home-funeral expenses 468.60 Fred Gettys-Reimbursement of funeral expenses 515.24 TOTAL. (Carry forward to main schedule) ...... 1,702.84 Estate.of: Gettys, Margaret A Schedule H, Part B -- Administrative Costs Page 2 21-2003-0080 Item No. Description Amount 12 Mountz Jeweler-repair of watch 100.70 13 Marlin A. Yohn, Sr.-payment of 2003 personal taxes 9.80 14 United States Treasury-payment of 2002 1040 taxes of decedent 88.00 15 Register of Wills-filing Inheritance Tax Return and Inventory 25.00 16 Reserve for closing expenses 200.00 TOTAL. (Carry forward to main schedule) ...... 423.50 R,EV-151'2 EX *" (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS Of DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Gettys, Margaret A FILE NUMBER 21-2003-0080 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Messiah Village-balance of January bill 2 Center for Neurobehavioral Health-services rendered 3 ~Messiah Village-transportation and oxygen TOTAL (Also enter on line 10, Recapitulation) 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) AMOUNT 1,202.67 33.99 175.00 $ 1,411.66 ~EV-15'13 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Gettys , Margaret A NUMBER FILE NUMBER 21-2003-0080 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[includeoutrights~usaldistributions. andtransfers underSec. 9116(a)(1.2)] Gettys, Fred A 1950 Chestnut Street Camp Hill, PA 17011 Eichelberger, Evalene M 839 Messiah Village Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Step-daughter AMOUNT OR SHARE OF ESTATE 111, 082.31 111, 082.32 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.0 0 2W46AI 1 000 (If more space is needed, insert additional sheets of the same size) epkwzils'ge~ys.ma'~lO-99 LAST WILL AND TESTAMENT OF MARGARET A. GETTYS t, MARGARET A. GETTYS, of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may he done after my decease. ITEM II: I devise and bequeath all the rest, residue and zemaii~- der of my estate, of every nature and wherever situate, in equal. shares to my son, FRED A. GETTYS, and my step-daughter, EVALENE M. EICHELBERGER, if they survive me. Should either FRED A. GETTYS EVALENE M. EICHELBERGER predecease me, I devise and bequeath his or her share to his or her issue, per stirpes. ITEM III: I appoint my son, FRED A. GETTYS, Executor of this my last will. Should my son, FRED A. GETTYS, fail to qualify or cease to act as Executor, I appoint YVONNE W. GETTYS, Executrix of this my last will. Page 1 of 4 ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. IN WITNESS WHEREOF, hand and seal this [c~ I, MARGARET A. GETTYS, have hereunto set my day of C3~7~,~.~ , 1999. ~ /7[i' MARGAR,~T:'A. GETTYS SIGNED, SEALED, PUBLISHED and DECLARED by MARGARET A. GETTYS, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, ~-r'~se~hc,~of?/~_'ea~h o~her, Witness in her presence and in the have subscribed our names as witnesses. Address COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, MARGARET A. GETTYS, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according Page 2 of 4 to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. GETTYS, the Testatrix, this MARGARET A. GETTYS Sworn to or affirmed to and acknowledged before me by MARGARET A. (~ day of ,~'} ~-~-~ , 1999. Notary Public COMMONWEALTH OF PENNSYLVANIA : : SS: We, ~ ?q. ' and the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according, to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; Page 3 of 4 that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~[~ .... -' ~i1/ ~.LI \~Witness ~ Witness Sworn to or affirmed to and acknowledged before me by (~' day of witnesses, this Notary Public NOTARIAL SEAL CCHSTAHOE I_. I~I~LI, Notary Public [',Jew Cumberland, PA Cumberland Co. My' Commission Expires April 13, 2003 Page 4 of 4 DAVID H. STONE GERALD J. SHEKLETSKI ELIZABETH B. STONE STONE LAFAVER & SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBERLAND. P2~51 17070 www. stonelaw, net OF COUNSEL CHARLES H. STONE JON f. LaFAVER TELEPHONE (717) 774-7435 FACSIMILE (717) 774-3E~69 Harch 4, 2003 PA Department of Revenue Narrisburg District Office Attn: Deanna Williams Lobby, Strawberry Square Harrisburg, PA 17128-0101 RE: Estate of Margaret A. Gettys, deceased Late of Lower Allen Township, Cumberland County, PA Date of Death: January 20, 2003 Social Security No. 201-18-2733 File No. 2003-00080 Greetings: I enclose a Safe Deposit Box Inventory, Form REV-485, in the above captioned estate. Do not hesitate to call me should you have any questions regarding the above. Very truly yours, STONE-.~LaFAVER & SHEKLETSKI David 'H. Stone DHS/krl Enclosure REV-485 EX+ (9-00) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 SAFE DEPOSIT BOX INVENTORY Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS . COUNTY CODE21 . FILE NUMBER2003_00080 . SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER201-18-2733 ~ DECEDENT'S NAME (LAST, FIRST, MIDDLE) U DATE OF DEATH Gettys, Margaret A. J January 20, 2003 ~ ADDRESS OF DECEDENT (STREET) 752 Messiah Village, (CITY) (STATE) (ZIP CODE) Mechanicsburg, PA 17055 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) David H. Stone, Esquire, (STATE) (ZIP CODE) (STREET NAME) (CITY) 414 Bridge Street, New Cumberand, PA 17070 NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a, (NAME) (RELATIONSHIP) Fred A. Gettys Son (STREET NAME) (CITY) (STATE) (ZIP CODE) 1950 Chestnut Street, Camp Hill, PA 17011 b. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE (ZIP CODE) c. (NAME) (RELATIONSHIP) (STATE (ZiP CODE) (STREET NAME) (CITY) NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) PNC Bank (STREET NAME) (CITY) (STATE (ZIP CODE) 939 Messiah Village Commons, Mechanicsburg, PA 17055 r~ NAME OF PERSON MAKING LAST ENTRY m DATE AND TIME OF LAST ENTRY Fred A. 'Gettys I Jan,]~ry 23, 2003 [~ DATE OF CONTRACT TO RENT BOX ~ NUMBER OF BOX ~[~ TITLE UNDER WHICH BOX IS REQUESTED February 14, 1995__ __ 233 I Margaret A. Gettys Bi&l NAME AND ADDRESS OF PERSON(S) HAVING AC(_ ESS TO SOX (NAME) Marqaret A. Gettys (STREET ADDRESS) 752 Messiah Village (CITY) (STATE) (ZIP CODE) Mechanicsburg, PA 17050 b. (NAME) (STREET ADDRESS) (CITY) (STATE~ (ZIP CODE) ~1 NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY Pamela R. THomas, Personal Banking Representative, Messiah Village r~ WAS A WILL IN THE BOX? ~YES [] NO Ifyes, a. Date of will: October 19, 1999 b. Name and address of personal representative, if named in the will (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE) Name and address of attorney, if any (NAME) David H. Stone (STREET NAME) (CITY) (STATE) (ZIP CODE) 414 Bridqe Street, New Cumberland, PA 17070 SAFE DEPOSIT BOX INVENTORY Page 1 'of 2' INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM NO. ITEM DESCRIPTION 1 PA STATE BANK CD 40637 $6,304.21 2 PA STATE BANK CD 40197 2,500.00 3 PA STATE BANK CD 40277 6,952.58 4 PA STATE BANK CD 40278 6,952.58 5 PA STATE BANK CD 49279 2,500.00 6 PA STATE BANK CD 40345 5,500.00 7 PA STATE BANK CD 40346 5,500.00 8 PA STATE BANK CD 40344 5,500.00 9 PA STATE BANK CD 40374 5,500.00 10 PA STATE BANK CD 40643 18,143.16 11 CERTIF. OF INS. ABWA #1 03001 341 1,500.00 12 ALT,~IRST CD 2028595 1,000.00 13 AT.T.PIRST CD 2028573 6,900.00 14 AT.f.WIRST CD 2028512 7,400.00 15 AT,LPIRST CD 1080598 7,1 88.73 16 AT.f.FRIST CD 2028073 6,900.00 17 Al,f .FIRST CD 2028074 6,900.00 18 ALLFIRST CD 2028075 6,900.00 19 AT,T.VIRST CD 2028076 6,900.00 20 AT.T.PIRST CD 2027501 12,755.00 21 AT.T.WIRST CD 8141080598 6,000.00 22 AT.T.PIRST CD 2028004 2,000.00 I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF CORRECT AND COMP~.ETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY: PRINT NAME ,- '- ~ PRINT NAME AND CHECK APPROPRIATE BOX BELOW: David H. Stone PRINT TITLE DATE CHECK APPROPRIATE BOX: · [] Executor(trix) [] Administrator(trix) Attorney for Estate ~" % ( ' ~ '~ [] Estate Rep ..... tative [] Joint owner of safe deposit box NOTE: Attach additional 8V2" x 11" sheet(s) if necessary or use duplicates of this page of form. ESTATE OF MARGARET A. GETTYS SAFE DEPOSIT BOX INVENTORY Page 2 of 2 ITEM NO. 23 24 25 26 27 28 29 3O 31 32 ITEM DESCRIPTION ALLFIRST CD 2028595 ALLFIRST CD 2028512 PNC CD 31400183965 PNC CD 31800029510 PNC CD 31100184631 PNC CD 31700183386 PNC CD 31000182498 PNC CD 31600183711 PNC CD 31900025372 PNC CD 31100213724 S1,019 96 7,440 24 7,259 00 10,777 96 14,536 19 14,536 19 14,536 19 14,536 19 9,111 22 2,500 00 allfirst February 19, 2003 Stone LaFaver & Shekletski Attn: David H. Stone 414 Bridge Street Post Office Box E New Cumberland, PA 17070 .P.O Box 900 RE: Estate of Margaret A. Gettys Date of Death: January 20, 2003 Social Security Number: 201-18-2733 Dear Mr. ~'~ alone: In response to your request, please be advised of the following accounts the above- named decedent had with this bank and the balances on the date of death. Account Type ........................... Certificate of Deposit/Il MOS/2.230000 Account Number ....................... 80000002028073 Ownership (Names of) ................ Margaret A. Gettys Opening Date ............................ 05/15/00 Balance on Date of Death ........... $ Accrued Interest ....................... Total ...................................... $ 7,830.09 17.70 7,847.79 Account T)~e ........................... Certificate of Deposit/Il MOS/2.230000 Account Number ....................... 80000002028074 Ownership (Names of) ................ Margaret A. Gettys Opening Date ............................ 05/15/00 Balance on Date of Death ........... $ Accrued Interest ....................... Total ...................................... $ 7,830.09 17.70 7,847.79 · Page 2 3. Account Type ........................... February 19, 2003 Certificate of Deposit/7 MOS/1.590000 Account Number ....................... 80000002028075 Ownership (Names of) ................ Margaret A. Gettys Opening Date ............................ 05/15/00 Balance on Date of Death ........... $ Accrued Interest ....................... Total ...................................... $ 7,255.50 11.69 7,267.19 Account Type ........................... Certificate of Deposit/7 MOS/1.590000 Account Number ....................... 80000002028076 Ownership (Names of) ................ Margaret A. Gettys Opening Date ............................ 05/15/00 Balance on Date of Death ........... $ Accrued Interest ....................... Total ...................................... $ 7,255.50 11.69 7,267.19 Account Type ........................... Certificate of Deposit/Il MOS/2.230000 Account Number ....................... 80000002028512 Ownership (Names oO ................ Margaret A. Gettys Opening Date ............................ 02/28/01 Balance on Date of Death ........... $ 7,524.12 Accrued Interest. ...................... 24.82 Total ...................................... $ 7,548.94 Page 3 February 19, 2003 Account Type ........................... Certificate of Deposit/12 MOS/2.180000 Account Number ....................... 80000002028595 Ownership (Names of) ................ Margaret A. Gettys Opening Date ............................ 05/08/01 Balance on Date of Death ........... $ Accrued Interest ....................... Total ...................................... $ 1,042.64 4.61 1,047.25 Account Type ........................... Certificate of Deposit/8 MOS/2.140000 Account Number ....................... 80000002029064 Ownership (Names of) ................ Margaret A. Gettys Opening Date ............................ 05/31/02 Balance on Date of Death ........... $ Accrued Interest ....................... Total ...................................... $ 2,021.52 6.16 2,027.68 Account Type ........................... Certificate of Deposit/6 MOS/1.740000 Account Number ....................... 87008141080598 Ownership (Names o,0 ................ Margaret A. Ge~,s Opening Date ............................ 03/24/98 Balance on Date of Death ........... $ Accrued Interest ....................... Total ...................................... $ 7,280.90 30.89 7,311.79 · Page 4 February 19, 2003 This response does not apply to any assets held with Allfirst Brokerage, where Allfirst Bank is serving as a trustee, nor to any credit cards owned by Bank of Arnerica bearing Allfirst Bank's name. For further account information, closures and/or reimbursement of funds refer to below branch. 1200 Market Street, Lemoyne, PA 17043, telephone 717-255-2271. Sincerely, Mary Anne Macielag Associate i/CIS (302) 934-2240 n Ell LLI EL l-- £1 F- FrS'TRT, P. O~;',, HARAGIG~T A 40197 40277 40278 40344 40345~ 40346- 40374 40279 40637' 40641~ C, D - ¥ - C. ]) I] .D (] .D, C'. D. C oi). ~:. D. ' SOCIAL SMERfltlTY~ 201-18-2733 DATE OF DEA DATE OI; DEA DATE OF DEA DATE OF DF, A DATF, 0F DBA DATE OF DBA DATE OF DBA DATE OF DEA DATE OF DEA DATE OF DEA ~tl BAL $2823° 33 'H BAL $7663~56 ]i BAt $7663.56 ~H BAL -$6026.81 .]t BAL $6026.81 tH BAL $6026,81 ;H BAL $6044°82 7t BAL $2755.66 'H BAL $6486,09 !1~ BAL $18482,1t MARGARET GETTYS MARGARET GETTYS ~LA. RGARET GETTYS }LARGAR ET GETTYS MARGARET GETTY$ MARGARET GETTY$ MARGARBT GBTTYS MARGARET GBTTYS bh~RGARET GETTY S MARGARET GETTY S 2/7/00 8t~/00 S/~/00 S/~/00 ~/6/00 ~/6/00 ~t/S~/00 s/~/oo 1/27/2 2/5/2 Ualat mx,. Sav-.ulg'~ a Loan o.r Joint Owner 'rifle PNCBAN( March 28, 2003 David H. Stone 414 Bridge Street P.O. Box E New Cumberland, PA 17070 Estate of Margaret A. Gettys, deceased SSN: 201-18-27_'43 DOD: 1/20/2003 Dear Mr. Stone: In response to your request for Date of Death balances for the customer noted above, our records show the followirtg: Certificates of Deposit Account #31900025372 MARGARET A OETTYS DOD balance: $9,634.19 + $9.22 accrued interest Established 01/24/1996 Account #31800029510 MARGARET A GIgTrYS DOD balance: $10,977.13 + $10,63 accrued interest Established 03/07/1996 Account #31400183965 M.~d~GARET A GETTYS DOD balance: $7,393.20 + $3.86 accrued imerest Established 04/13/2000 Account #31700183386 MARGARET A GETrYS DOD balance: $14,836.85 + $281.69 accrued interest Established 04/I 9/2000 Account #31600183711 MARGARET A GETTYS DOD balance: $14,836.85 + $281,69 accrued interest Established 04/19/2000 Account #31100184631 M.~RGARET A GETTYS DOD balance $14,836.85 + $281.69 accrued interest Established 04/19/2000 Page 1 of 2 21:55 PNCBANK 41~ ?68 5458 P.O~ Account #31000182498 M,~,RGARET A GETTYS DOD balance: $14,836.85 + $281.69 accrued interest Account #31100213724 MARGAKET A GETTYS DOD balance: $2,609.03 + $65.21 accrued interest Established 04/19/2000 Established 07/06/2001 Checking Account Account #5140226725 MARGARET A GETrYS DOD balance: $5,347.86 + $. 17 accrued interest Established 02/19/1986 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financtal transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-B~IK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 firs[ Av~ Pitxsburgh PA 15219 Page 2 of 2 Member FDIC TOTAL P.02 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMaE.~I~ND Fr.e__d ~ Gettys being duly ~worn according to law, deposes and says that he i s the E×ecutor of the Estate of Margaret A. Gettys [ate of Up_p~r_.Alle~ ~wp. . ..... CumbeHand County, Pa., deceased and fhaf within is an inventory made by _ Fred A. Gettys the said Executor o~ the entire estate of said decedent, consisfing of all the personal property and real estate, except real estate outside the CommonweaJfh of' Pennsylvania, and fhaf fha f~gures opposffe each item of the Inventory represent it's fair value as of fha date of decedenf's death. and subscribed19bet°re me, Fred ~~ ~O~ ~ e~ 1~50 Chestnut Streot Camp Hill, P~ 17011 Date of Death _ 20 01 2003 Day Month Year INSTRUCTIONS !. An inventory must be flied within three months after appointment of personal representative. 2. A suppiemenf ~nvenfory must be filed wifhin fh;rfy days of d;scovery of addffional assets. ;. Additional :neats may be attached as fo personalty or realty 4, See Arflcle ~V, F;duclarles Act of 1949. d Inventory of the real and personal estate of Margaret A. Gettys deceased Form 706 Schedule C Cash on Hand Social Security-January payment Checking Accounts PNC Bank-Checking Acct. #5140226725 Certificates of Deposit Allfirst Bank-CD #8073 Allfirst Bank-CD #8074 Allfirst Bank-CD #8075 Allfirst Bank-CD #8076 Allfirst Bank-CD #8512 Allfirst Bank-CD ~8595 Allfirst Bank-CD #9064 Allfirst Bank-CD ~598 PA State Bank-CD ~40197 PA State Bank-CD ff40277 PA State Bank-CD ff40278 PA State Bank-CD #40279 PA State Bank-CD ~40344 PA State Bank-CD ~40345 PA State Bank-CD ~40346 PA State Bank-CD #40374 PNC Bank-CD ~31900025372 PNC Bank-CD 031800029510 PNC Bank-CD #31400183965 PNC Bank-CD ~31700183386 PNC Bank-CD ff316001837tl PNC Bank-CD #31100184631 PNC Bank-CD #31000182498 PNC Bank-CD ~31100213724 PA State Bank-CD #40637 PA State Bank-CD ~40643 .Form 706 Schedule F' Refunds United States Treasury-refund Messiah Village-Refund on apartment 0.17 17.70 17.70 11.69 11.69 24.82 4.61 -6.16 30.89 9.22 10.63 3.86 281.69 281.69 281.69 281.69 65.21 7,847.79 7,847.79 7,267.19 7,267.19 7,548.94 1,047.25 2,027.68 7,311.79 2,823.33 7,663.56 7,663.56 2,755.66 6,026.81 6,026.81 6,026.81 6 044.82 9 643.41 10 987.76 7 397.06 15 118.54 15 118.54 15 118.54 15 118.54 2 674.24 6.486.09 18 482.11 1,436.00 23,625.00 779.3 5,348.0 209,341 215,469 25, 06: 240,53 ,.23 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 003057 GETTYS FRED A 1950 CHESTNUT STREET CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 201-18-2733 FILE NUMBER: 2103-0080 DECEDENT NAME: GETTYS MARGARET A DATE OF PAYMENT: 09/26/2003 POSTMARK DATE: 09/26/2003 COUNTY: CUMBERLAND DATE OF DEATH: 01/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $523.73 TOTAL AMOUNT PAID: $523.73 REMARKS' RECEIVED OF FRED A GETTYS C/O DAVID H STONE,ESQ. SEAL CHECK# 1010 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES ZNHER/TANCE TAX DTVTSTON DEPT. Z80601 HARRTSBURG, PA 171ZD-0601 COHHONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DAVID H STONE ESQ STONE ETAL q14 BRIDGE ST NEW CUHBERLAND PA 17070~ DATE 11-10-2005 ESTATE OF GETTYS DATE OF DEATH 01-20-2003 FILE NUMBER 21 03-0080 ~COUNTY CUMBERLAND ACN 101 Amount Remitted MARGARET A HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGTSTER OF NTLLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LO#ER PORTION FOR YOUR RECORDS ~-~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GETTYS MARGARET A FILE NO. 21 03-0080 ACH 101 DATE 11-10-2003 TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rem1 Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) ~. Hortgeges/Notes Rece/veble (Schedule D) (~) $. Cash/Bank Deposits/M/sc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G} (7) 8. Tote1 Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/HLsc. Expenses (Schedule H) (9) 10. Debts/Nortgege Liabilit/es/Liens (Schedule Z) (10) 11. Tote1 Deductions 12. Net Value of Tax Return 240a530.23 .00 .00 NOTE: To /nsure proper .00 credLt to your account, .00 sube/t the upper port/on .00 of th/s fore w~(h your tax payment. .00 (8) 16,953.94 15. 1~. NOTE: 240,530.Z3 KF PAKD AFTER DATE KNDKCATED, SEE REVERSE FOR CALCULATKON OF ADDKTKONAL INTEREST. ASSESSHENT OF TAX: 15. Amount of L/ne 1~ et Spousal rata 16. Amount of L/ne 1~ taxmbZa et Lineal/Class A rate 17. Aaount of L/ne 1~ at Sibling rate 18. Amount of L/ne 1~ taxable et Collateral/Class B rate 19. Pr/nc/pal Tax Due TAX CREDZTS: PAYMENT RECEIPT DISCOUNT (+) DATE NUNBER /NTEREST/PEN PA/D (- Oq-15-ZO03 CDOOZ~53 473.68 09-Z6-2003 CD003057 .00 (1.;) .00 x O0 = .00 (16) 222,16~.63 x Off5= 9,997.~1 (17) . O0 X 12 = .00 (18). .00 x 15 = .00 (19)= 9,997.41 AHOUNT PAID 9,000.00 523.73 reflect figures that include the total of ALL returns assessed to date. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 9,997.41 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT KS REQUKRED. KF TOTAL DUE KS REFLECTED AS A 'CREDKT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORH FOR KNSTRUCTKONS.) CherAteble/Govarnmental Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) . O0 Net Value of Estate Subject to Tax (1fi) 222,16q.63 Tf an assess.ant was lssued previously, lines 1~, 15 and/or 16, 17, 18 and 19 will 1,~11.66 (11) 18.S6~.6§ (la) ZZ2,16~.63 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADNIN- ZSTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rats on any such future interest. To fulfill tho requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (71 P.S. Section 91qO). Detach the top portion of this Notice and submit eith your payment to the Register of gills printed on the reverse side. --Make check er money order payable to: REGISTER OF HELLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ars available st the Office of the Register of Nills, any of the Z$ Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-361-Z050) services for taxpayers with special hearing and / or speaking needs: 1-BO0-qq7-3OgO (TT only). Any party in interest not satisfied eith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (603 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 17128-1021, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to tho Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenuej Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburgj PA 17liB-0601 Phone (717) 787-6505. Sss page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSO1) for an explanation of administratively correctable errors. If any tax due is paid eithin three (3) calendar months after the decedsnt's death, a five percent (51) discount of the tax paid is alloeed, Tho 15Z tax amnesty non-participation penalty is cowputsd 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 peneit~ is appealable in the same manner and in the the sase time period as you mould 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 free the date of death, to the date of payment. Taxes ehich became delinquent before January 1, 1981 bear interest at tho rate of six (6Z) percent per annuw calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Doily Year Rate Factor Year Rata Factor Year Rate Factor 1982 2OX .0005q8 1987 9Z .OOOZq7 1999 7Z .OOOlgZ 1983 162 .000438 1988-1991 111 .000501 ZOO0 8Z .000219 1984 llZ .000301 1992 9Z .0002q7 2001 9Z .0002~7 1985 131 .000356 1993-199q 7Z .000191 ZOOZ 6Z .O0016q 1986 101 .oao27q 1995-1996 9Z .0002fi7 2003 SZ .000137 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY 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 tho interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Margaret A. Gettys Date of Death: January 20, 2003 Will No. 21-03-0080 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: Yes X State whether administration of the estate is complete: 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. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes No X (b) The separate Orphans' Court No. (if any) for personal representative's account is: N/A the (c) Did the personal representative state an account informally to the parties in interest? Yes X No Date: (d) Copies of receipts, releases, joinders'and approvals of formal or informal accounts may be filed wSth the Clerk of the Orphans' Court and may be attached to this report. ~i~ , Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative Counsel for Personal Representative X · estkrel\GETTYSEVALENE IN RE: ESTATE OF MARGARET A. : GETTYS : LATE OF THE TOWNSHIP OF : UPPER ALLEN, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0080 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, EVALENE M. EICHELBERGER, being one of the beneficiaries under the will of Margaret A. Gettys, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of Margaret A. Gettys, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, EVALENE M. EICHELBERGER, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as afore- said, and of and from all actions, suits, payments, accounts, reckon- ings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS ~ER~OF, I have hereunto set my hand and seal the day of~.[3'~{~'z~z~'~-~' , 2003. Witness .J EVALENE M. EICHELBERG~ COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : On this the 3l~ , day of , 2003, before me a Notary Public, the undersigned officer, personally appeared EVALENE M. EICHELBERGER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WIT~SS ~E~OF, I have hereunto set my hand and seal the day and year first above written. Notary public TINA M. BUR~, ~ry N~ Cum~ ~o. Cum~[~ estkrelkGETTYSFRED IN RE: ESTATE OF MARGARET A. : GETTYS : LATE OF THE TOWNSHIP OF : UPPER ALLEN, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0080 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, FRED A. GETTYS, being one of the beneficiaries under the will of Margaret A. Gettys, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of Margaret A. Gettys, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, FRED A. GETTYS, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, day of Witness C ....... ~v~m~,.ln OF rEL~oi..vn~IA. : I have hereunto set my hand and seal the ~' , 2003. FRED A. GETTYS ~ SS: On this, the '~O day of _~_O9~~ , 2003, before me a Notary Public, the undersigned officer, personally appeared FRED A. GETTYS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written.