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HomeMy WebLinkAbout03-0813PETITION FOR PROBATE and GRANT OF LETTERS Estate of GLADYS V. JOHNSON also known as , Deceased. To: Register of Wills County of Cumberland in the Social Security No. 208 - 24 - 3867 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is one of the personal representatives named in the last will of the above decedent, dated OCTOBER 5, 1999. Decedent was domiciled at death in SHIPPENSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, with her last family or principal residence at 201 SENIOR DRIVE, SHIPPENSBURG, CUMBERLAND COUNTY, PENNSYLVANIA 17257. Decedent, then 70 years of age, died SEPTEMBER 20, 2003 at CARLISLE REGIONAL MEDICAL CENTER, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA 17013. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 2,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania situated as follows: $ TOTAL $ 2,000.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. ~ERALD A. JOHI~SON 16047 BURNT MILL ROAD NEWBURG PA 17240 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner above-named swears that the statements in the foregoing petition are true and correct to the best of the knowledge of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to and subscribed O/~~ before me this { 0~'% day of GERALD A. JOHNSON OCTOBER, 200-3. (.~ .(~ 15,e.~i~ter ~J Estate of GLADYS V. JOHNSON, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, OCTOBER~__~ 2003, in consideration of the petition attached hereto, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated OCTOBER 5, 1999 and described therein, be admitted to probate and filed of record as the last will of GLADYS V. JOHNSON and Letters Testamentary are hereby granted to GERALD A. JOHNSON. FEES Probate, Letters, Etc. Short Certificates TOTAL Filed: Register o~Nills ~ Sq .o0 $ IO.or~ $, ~64 South Pitt Street ~ 20) Carlisle, PA 17013 717-243-6090 lAST L AND TESTAMENT I, GLADYS V. JOHNSON, of 575 Ridge Road, Shippensburg, Cumberland County, Pennsylvania 17257, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. 75% to my son, Gerald A. Johnson; and all the B. Rest, residue and remainder to my grandchildren and step- grandchildren, share and share alike. 4. If any of my grandchildren or step-grandchildren are under the age of twenty-five (25) years at my death, then I direct that such beneficiary's share of my estate is to be held in trust by the hereinafter named trustee according to the following terms and conditions: The trustee, as well as my representative, is hereby authorized to retain, unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert it into legal investments. The trustee shall have the power and authority to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust property, to or for the use of such beneficiary, or to accumulate it in the sole discretion of the trustee. The trustee is also authorized and empowered to pay for the use of such beneficiary such portion of or all of the principal of the trust estate as in the trustee's sole discretion seems proper for his or her maintenance, support, medical care and education. The primary object of this trust is to insure the maintenance, support, medical care and education of my grandchildren and step-grandchildren until they reach the age of twenty-one (21) years. When such grandchild or step-grandchild reaches the age of twenty-one (21) years, then one-half of whatever remains of income or principal of the trust estate shall be distributed to such beneficiary. When such grandchild or step-grandchild reaches the age of twenty-five (25) years, then whatever remains of income or principal of the trust estate shall be distributed to such beneficiary. 5. I nominate and appoint Gerald A. Johnson to be the personal representative of my estate, to serve without bond. If he cannot or does not serve, then I appoint Tammy S. Johnson to be the substitute personal representative, also without bond. 6. I appoint Gerald A. Johnson, or if he cannot or does not serve, Tammy S. Johnson, to be the trustee of any trust established pursuant to paragraph four above. 7. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 5th day of October, 1999. GLADYS V~. JOHN~2~N Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. A CKNOWLEDGMENTAND Ali:IDA VIT WE, GLADYS V. JOHNSON, GAY L. IRWIN and HEATHER A. BARBOUR, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. HEATI.'I~E~ A. BARI~0R COMMONWEALTH OF PENNSYLVANIA · :SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by GLADYS V. JOHNSON, the testatrix herein, and subscribed and sworn to before me by GAY L. IRWIN and HEATHER A. BARBOUR, witnesses, this ~TH/~y of October, 1999. I ] Notary P Notarial Seal ~~ Harold S. Irwin Itl, Notary Public Cadisle Boro, Cemberland County My Commission E×pires Sept. 23 2002 Member, Pennsyh,::ni~; ~.,ocia[ic';, ct Notaries CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: GLADYS V. JOHNSON Date of Death: 9/20/2003 Will No. 2003-00813 Admin. No. 2103 - 0813 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 10/13/2003 · Name Address GERALD A. JOHNSON 16047BURNT MILL ROAD NEWBURG Pa 17240 ANTHONY LEE LEAB 16047 BURNT MILL ROAD NEWBURG PA 17240 JESSICA M. LEAB and JOSHUA A. JOHNSON C/O GERALD A. JOHNSON, GUARDIAN JULIE ANN JOHNSON 16047 BURNT MILL ROAD NEWBURG PA 17240 485 RIDGE ROAD SHIPPENSBURG PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:. NONE Date: 10/13/200.~ Capacity: Name: HAROLD S. II,WIN. III Address: 64 SOUTH PITT STREET CARLISLE PA 17013 Telephone(717) - 243- 609 .X Personal Representative Counsel for Personal Representative STATE OF PENNSYLVANIA PROBATE COURT CUMBERLAND COUNTY STATEMENT AND PROOF OF CLAIM FILE NO: # 21-03-813 Estate of GLADYS V. JOHNSON I, Howard A. Enders, Esq. on behalf of CHASE MANHATTEN BANK located at 7800 TESORO DRIVE, 4TM FLOOR, SAN ANTONIO, TX 78217 submit the following claim against the estate for the sum set forth. DECSRIPTION VALUE CHASE MANHATTEN BANK ACCOUNT# 5680300101737955 AMOUNT DUE $1,797.12 There is now due on the claim, above all legal set-offs, the sum of: $1,797.12 [] Notice to interested persons: This is a claim by a personal representative. This claim will be allowed unless notice of an objection by an interested person is delivered or mailed to the personal representative not later than I declare that this claim has been examined by me and that its contents are true to the best of my information, knowledge, and belief. Au~h-orized signature ' /~__~ Howard A. Enders, Esq., General Counsel Name (type or print) The Creditor's Rights & Bankruptcy Group A Division of Phillips & Cohen Associates, Ltd. 695 Rancocas Road Address Westampton, NJ 08060 609-518-9000 City, State, Zip Telephone ~ROOF OF SERVICE OF CLAI~ I served upon HAROLD IRWIN, ESQ. Name , fiduciary, a copy of this claim on JULY 15, 2004 by REGULAR MAlL Date State manner and address of service 64 S. PITT ST; CARL, PA 17013 I declare that this proof of service has been examined by me and that its contents are tree to the best of my information, knowledge, and belief. l}ate / - ~ - ~ignature ~CCEPTANCE OF SERVICE] Service of the attached claim is accepted. Date Signature To whom it may concern, Due to the voluminous nature of the documentation supporting this the following account summary is provided: SU~/ARY OF ACCOUNT 1 2 3 4 5 6 7 ACCOUNT NUMBER: 5680300101737955 NAME IN WHICH CARD ISSUED: PRIMARY CARD HOLDER(S): OPEN DATE: CREDIT LIMIT: $ FINAL BALANCE: $1797.12 PRIMARY USE OF CARD: JOHNSON, GLADYS GLADYS V JOHNSON Purchases V claim, STATUS REPORT UNDER RULE 6.12 Name of Decedent: GLADYS V JOHNSON Date of Death: 9/20/2003 Will No. 21 - 03 - 0813 Admin. No. 2103 - 0813 Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate is complete: Yes No X representative complete: 2 . If the answer is No, state when the personal reasonablz believes that the administration will be / /1 VA "A1?I''-/ /"'i/ 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans' Court No. (if any) for the personal representative's account is : N/A c . Did the personal representative state an account informally to the parties in interest ? Yes No X d . Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to t~@.'.r:~ rt. I /_,/ {AAJ{t=j4...- Date: 9/7/2005 6. - ~ Signature HAROLD S. IRWIN. III In Name (Please type or print) C'? 64 SOUTH PITT STREET CARLISLE PA 17013 Address (L r-. I Capacity : Personal Representative ( 717 ) - 2436090 Tel.No. v; L,~ C < ;:;:-..;.....:- {'.,j i:=. X Counsel for personal representative @ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/30/2005 IRWIN HAROLD SIll 64 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FAP~ER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge e~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2006 JOHNSON GERALD A 16047 BURNT MILL ROAD NEWBURG, PA 17240 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, 1/1 c.~,~' . ~ ,L. P ~kL~!~ '" ~,-! Glenda Farner Strasbaugn Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2006 IRWIN HAROLD SIll 64 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 9/20/2006 Please feel free to contact this office with any que:3tions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, th#!lCiL. t~~~:J~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) STATUS REPORT UNDER RULE 6.12 Name of Decedent: GLADYS V JOHNSON Date of Death: SEPTEMBER 20 2003 Will No. 21- 03 - 0813 Admin No. 2103 - 0813 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above- captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: UNKNOWN 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Harold S. Irwin, III Attorney for Estate of P A 64 South Pitt Street Carlisle, PA 17013 717 -243-6090 AUGUST 7, 2006 Capacity: Personal Representative ,"", .-~ . ~ .~ ../~; ~ Counsel for personal representative \'f Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/07/2007 IRWIN HAROLD SIll 64 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~.~ Glenda Farner Strasbaugh Clerk of the Orphans. Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/07/2007 JOHNSON GERALD A 16047 BURNT MILL ROAD NEWBURG, PA 17240 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOHNSON. GLADYS V. Date of Death: 9/20/2003 Will No. 21 - 03 - 00813 Admin. No. 2103 - 0813 Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate is complete: Yes No X 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. I is Yes, state the following: a. account with the Court? Did the personal representative file a fmal Yes No X b . The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c . Did the personal representative state an account informally to the parties in interest? Yes No X d . Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this rep rt. Date: 9/14/2007 HAROLD S. IRWIN. III Name (Please type or print) 64 SOUTH PITT STREET CARLISLE PA 17013 Address N N c:: f-- Cl~ ( 717 ) - 2436090 Tel. No . , , Q.... Capacity : Personal Representative c:> (L. Ld (/) c.._ [L'C' 0'='; (~j X Counsel for personal representative <;.\,-- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 8/28/2008 IRWIN HAROLD S III 64 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Since ely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 8/28/2008 JOHNSON GERALD A 16047 BURNT MILL ROAD NEWBURG, PA 17240 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: ~ ~.. - , ~n {. ~' i ~:- r--,~ eta . ~~ ' .: ,: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ,,~~~ ~ ~> ~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/08/2009 w IRWIN HAROLD S III ~ y 64 SOUTH PITT STREET H ~ "~' ~o ~ . CARLISLE, PA 17013 ~ i t ,,' ~~j aD ~:~ G~~ _ G~ i '~` ~' rra~~' cn RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, I~1~In~~iY.~L70~V Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/08/2009 N g .o ~; y ~ ~ ~ JOHNSON GERALD A ~ ~ 16047 BURNT MILL ROAD ~ 7c ~ ~ C ~; C?~2 NEWBURG, PA 17240 a _ - .,. cr ,~ ~. +n,~? . ""~~ RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, i~~~e...."-vl Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland Name of Decedents Johnson, Gladys V. COUNTY, PENNSYLVANIA Date of Death: 9/ 2/ 2 0 0 3 File Number: 21 0 3- 81 3 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Unknown 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the pazties in interest? ............................... Yes ©No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and ay be attached to this report. CV ``; i.4nte ~ 9 / 1 1 / ~~ CJ;a -' ~ - ~~ Signnlure of Person Filing (his Form li C' S Q OL: ~~>[ _, Capacity: ©PersonalRepresentative .Counsel ?-= : ~ ~v~~:. `~` ~L Harold S Irwpn III % c~ J C-; 1~ d ~ c~=~_ ~Cj Nrtrne of Person F~Img this Form ;' ;~-"'' o ~~ 64 S Pitt St ~ AAAress Carlisle PA 17013 717-243-6090 Fonn RW-10 rev. /0./3.06 Telephone ~S1 e 15056041125 .REV-1 rJ' OO ~ (~5) OFFICULL U$E ONLY PA Department of Revenue County Coda Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 280601 2 1 0 3 0 8 1 3 Hanbbu PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Data of Birth 2 0 8 2 4 3 8 6 7 0 9 2 0 2 0 0 3 0 2 0 2 1 9 3 3 Decedent's Last Name Suffuc Decedent's First Name MI J O H N S O N G L A D Y S V (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffoc Spouse's First Name Spouse's Social Securityr Number FILL INAPPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI Q t. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death pnorto 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tex Retum Required death atter12-12-82) ® 6. Decedent Died Testate ~ 7. Decedent Maintained a L'nring Trust 8. Total Number of Safe DeposR Boxes (Attach Copy of Wi1Q (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 70. Spousal Poverty Cred'd (date of death 1--I L-,.1 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (A~~ Sc~• O) CORRE8PONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX BiFORMATION SHOULD BE DBiECTED T0: Name Daytime Telephone Number H A R O L D S I R W I N I I I 7 1 7 2 4 3 6 0 9 0 Finn Name (If Applicable) I R W I N L A W'0 F F I C E First line of address 6 4 S O U T H P I T T S T R E E T Sewnd line of address City or Post Office C A R L I S L E ADDRESS 16047 BURNT MILL ROAD a 64 SOUTH PITT 15056041125 State ZIP Code r.a O REGISTER ~LS USE DILLY ~ ~' ;, .:J ~ N - =v>~ ~ ~~( ' 1 ~: '~ a 7L~'T'7 3 <~ C ~ -o DIRE FILED '~ ;: _,, -~ r~ ,~ ii r•~ C P A 1 7 0 1 3 its return, indudirg ecoomparryirp schedube and slatemenb, and to the f ttian the personal represeMaBve b based on all irdOnnaBon of which P (RETURN ~5 I NEWURG EN7ATNE CARLISLE PLEA8E USE ORIGINAL FORM ONLY Side 1 ~dre, olU1 D PA 17240 DATE !/L Sr//!~ _ . PA 1.7013 15056041125 J ~O 15056042126 REV-1500 EX Decedent's Social Security Number DecedeM'aName: GLADYS V. JOHNSON 2 0 8 2 4 3 8 6 7 RECAPITULATION 1. Real estate (Schedule A) ........................................ 1. 2. Stacks and Bonds (Schedule B) .................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Trensfers & Miscellaneous N~Probate Property (Schedule G) Separete Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1-7) ........................... 8. 0 0 0 0 0 0 0 0 0 0 0 0 2 0 8 0 0 0 8 3 8 5 0 0 0 2 1 6 3 8 5 9. Funeral Ex enses & Administrative Costs Schedule H g, 2 1 0 0 0 0 p ( ) ................ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 1 2 2 0 2 8 6 11. Total Deductions (total Lines 9& 10) ....:...................... 11. 1 4 3 0 2 8 6 12. Net Value of Estate (Line 8 minus Line 11) ............... . .. .... .. . 12. - 1 2 1 3 9 0 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........ ... .... .. . 13. 0 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ........ ... .... ... 14. - 1 2 1 3 9 0 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES i5. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)x.o _ 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable at lineal rete X .0 _ 0 0 . 0 16 0 0 0 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17, 0 0 0 18. Amount of Line 14 taxable at collaterel rate X .15 0 0 0 18 0 0 0 19. Tax Due ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042126 15056042126. 0 0 0 REV-1500 EX Page 3 Decedent's Complete Address: File Number pale DECEDENTS NAME OILADI~S V. JONNSON STREET ADDRESS 21 SENIOR DRIVE CITY STATE zlp iN/PPENBURO PA 17257 Tax Payments and Credits: 1• 7axbue (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty (1) 0.00 Total Credits (A + g + C) (2) Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 +5A. This is the BALANCE DUE. 0.00 (3) 0.00 (4) 000 (5) 0.00 (5A) (5B) 0.00 Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................... ... ^ b. retain the right to designate who shall use the property transferred or its income : ...................:........ ... ^ c. retain a reversionary irterest; w ............................................................................................. ... ^ d. receive the promise fw life of either payments, benefits w care7 ..................................................... .. ^ Q 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ..................................................................................... .. ^ ^X 3: Did decedent own an 'intrust 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 benefiaary designation? ................................................................................................ .. ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R A3 PART OF THE RETURN. Fw 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 w fw the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. Fw 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 zero (0) percent (72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefiaary. Fw dates of death on or after July 1, 2D00: The tax rate imposed on the netyalue of,transfers from a deceased child twenty-0ne years of age or younger at death to or for the use of a natural parent, an adoptive parent, w a stepparent of the child is zero (0) percent [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 four and one-half (4.5) percent, except as noted in 72 P.S. §9116(12) [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 twelve (12) percent (72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual wha has at least one parent in common with the decedent, whether by blood or adopgon. REV-1502 EX + (e-98) . ` ~ '' SCCHwEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT `°' ^' ` "r FILE NUMBER OLADYS V. JONNtON Oal13 All real properly owned eoby or as a board in common must be reported at hir market slue. Fair market value is defined as the price at which properly would De exchanged between a willing Duyer and a wilting seller, nedher being compeNed to buy or sell, boar having reasonable knowledge of the relevant (acts, ITEM I VALUE AT DATE NUMBER DESCRIPTION OF DEATH 0.00 TOTAL (Also enter on line 1 Recapitulation) ~ : 000 (If move ors needed, irraert additlonal sheets of the same sip) REV-1503 EX± (&98) CONMAONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE SCHEDULE B STOCKS ~ BONDS OLADYS V. JOHNSON 0813 All property Jointly-owned wtlh right of surv'norship must be dleclesed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter an line 2, Recapitulation) I ; (If more space fs needed, insert additional sheet of the same size) REV-1504 EX + (8-98) ' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY•HELD CORPORATION, PARTNERSHIP OR SOLE•PROPRIETORSHIP ESTATE OF FILE OLADYS V. JONN30N 0813 Schedule C-1 or C-2 (indudirg all supporting information) must be attached foreach dowry-held oorporatioNperfnership Interest of the decadent, other than a sole-ProprietorshiP• See insWdions forihe supporting information to be submit~d forsde-proprietor>hips. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NON 0.00 TOTAL (Also enter on line (lf more space B needed, insert additional screed of tl~e same size) REV-1507 EX + (8=88) . - SCHEDULE D COMMDNWPALTH OF PENNSYLVANIA MORTGAGES & NOTES IN RES DENT DECEDENrRN RECEIVABLE is ~ wr t yr FILE NUMBER OLADYS V. JOHNSON 0813 All property joindyowned vritlr the right of survivorship must be diacbsed on Sehedub F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line ()f more space is needed, insert additional shesLa of tl,e same else) REV-1508 EX.+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, $ MISC. PERSONAL PROPERTY NUMBER OLADYS V. JOHNSON 0813 Include thepnxeeds of lidgatbn and the date the pproceeds were recehred by the estate, Atl property piMly-owned wNh ripM of survhonhip must be discbsed on tieheduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. FURN/TIIRE AND MISCELLANEOUS PERSONAL PROPERTY YSO,~ T. 11995 FORD W/NDSTAR OL MIN/VAN Va/ua based on Kelley Blue Book va/uaM/on attached as Euh/b/t B^ TOTAL (Also enter on line 5, Recapitulation) ~ i (H more space k needed, Insert addidonel sheets of the same size) 1,830.00 REV-1609 EX + (g_98) ' SCHEDULE F COMMONVVEALTH OF PENNSYLVANw JOINTLY•OWNED PROPERTY INHERITANCE TAX RETURN OF FILE OLADYS V. JOHNSON 0813 H an asset was made joint wllhin one year of fhe decedent's date o(deafh, k must be reported on Seheduk G. SURVNING JOINT TENANT(S) NAME A. OERALD A. JOHNSON 16047 BURNT MILL ROAD PA 17240 JOINTLY-OYYNED PROPERTY: ADDRESS ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FORJOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET 76 OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENPS INTEREST 1. A. MEMBERS 1ST FEDERAL t:RED/T UN/ON 167.89 80. 83.85 Chack/np Account No. 138897-00 Va/ua based on statement attached as Exh/bk 'C" e TO DECEDENT TOTAL (Also enter on line 6, Recapitulation) I i 83 88 (B mole space is needed, insert addrfronel sheets of the same size) REV-1510 EX + (8-98) COIu~IONWEALTH OF PENNSYLVANIA INHERrrANCE TAX RETURN EST SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE OLADI/s V. JOHNSON 0813 This schedule must be completed and filed if the answerto any of questions 1 through 4 on the reverie side of the REV-150(1 COVER SHEET La yes. ITEM NUMBER DESCRIPTION OF PROPERTY iNnu~nEnwr:oFnrEm,noR~na~xPTOO~oenr,vio ~DATEOFTP "TTAQHA~'"°FTME°®F°"r~xEeT">E. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION nFe TAXABLE VALUE 1. NONE ° 0.00 0.00 a TOTAL (Also enter on line 7 Recapitulation) ~ i O 00 (If more specs is needed, insert additional stieeb of the same size) REV-1511 EX+(12-99) ~ ~ ~ . scHEOV~ie H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES F~ IN RES DENT DECED NT N ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER OLADY8 V. JOHNSON 08113 Debt of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. CREM/ITION SOCIETY OF PENNSYLVANIA 1,532.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(suEIN Numberof Personal Representative(s) Sheet Address Cdy State Zip Year(s) Commission Paid: p, Attorney Fees IRW/N LAW OFFICE ~-~ 3. Famiry Exemption: (If decedent's addn~ss b not the same as daimanl's, attach explanation) Claimant Street Address Cdy State Zip Relationship of Claimant to Decedent 4• Prebate Fees CIIBERLAMD COUNTY REO/STER OF WILLS ~-~ 5 AcwuMant's Fees 6. Tax Return Preparers Fees 7. CUMNBERLAND COUNTY REGISTER OF WILLS - FIIe Inharltance Tax Return 15,00 a Y Y TOTAL (Also enter on Iine 9, Recapitulation) ; ~ ,,.,..... (If more spaces needed, insert edditlonal sheets of Cre same size) REV-1512 EX + ('12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE / DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8 LIENS ESTATE OF FILE NUMBER OLADYS V. JOHNSON 0813 Report debts incurred by the decedent prbr to death which remained unpaid as of the dsfe of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CHASE ADYANTAQE CREDIT 1,469.03 Revolvlny Account No. 5680-3001-7935 2. I MEMBERS 1sT FEDERAL CREDIT UNION Revolv/ng Account No. 4121499-9235.8973 3. Account No. 713397-00.133316-8 TOTAL (Also enter on line 10, Regpitulahon) I ~ (If more space is needed, Insert additional sheets of the same size) 4,9486 8,786.97 REV-1513 EX + j&r10) . ~ SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER OLAD1/S V. JOHNSON 0813 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS Ilrldude o M sppoousal distributions, and transfers under Sec. 9116 (a (12)] 1. OERALD A. JOHNSON L/neal 16047 Burnt MITI Road 7S% Res/due Newberg, PA 17240 2. JESfICA MARIE LEAK L/neal 16047 Burnt MI/1 Road &53% Res/due Newbury, PA 17240 3. JOSHUA A. JOHNSON until 16047 Burnt Mlll Rad 8.33% Res/due Newburg, PA 17240 4. JULIE ANN JOHNSON L/neal 48S R/dge R/ad 8.53% Residue fh/ppensbury, PA 17257 I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIA NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. NONE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. NONE ON COVER SHEET 0.00 0.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I S (If more space Is needed, insert additional sheets of the same size) ,, I, GLADYS V. JOHNSON, of 575 Ridge Road, Shippensburg, Cumberland County, Pennsylvania 17257, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after. my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. 75% to my son, Gerald A. Johnson; and all the B. Rest, residue and remainder to my grandchildren and step- grandchildren, share and share alike. 4. If any of my grandchildren orstep-grandchildren are under the age of twenty-five (25) years at my death, then I direct that such beneficiary's share of my estate is to be held in trust by the hereinafter named trustee according to the following terms and conditions: The trustee, as well as my representative,. is hereby authorized to retain, unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert it into legal investments.. The. trustee shall have the power and authority to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust property, to or for the use of such beneficiary, or to accumulate it in the sole discretion of the trustee. The trustee is also authorized and empowered to pay for the use of such beneficiary such portion of or all of the principal of the trust estate as in the trustee's sole discretion seems proper for his or her maintenance, support, medical care and education. The primary object of this trust is to insure the maintenance, support, medical care and education of my grandchildren and step-grandchildren until they reach the age of twenty-one (21) years. When such grandchild or step-grandchild reaches the age of twenty-one (21) years, then one-half of whatever remains of income or principal of the trust estate shall be distributed to such beneficiary. When such grandchild or step-grandchild reaches the age of twenty-five (25) years, then whatever remains of income or principal of the trust estate shall -be_distrihu_te~d to such beneficiary I 5. I nominate and appoint Gerald A. Johnson to be the personal representative of my estate, to serve without bond. If he cannot or does not serve, then , I appoint Tammy S. Johnson to be the substitute personal representative, also without a bond. 6. I appoint Gerald A. Johnson, or ff he cannot or does not serve, Tammy S. Johnson, to be the trustee of any trust established pursuant to paragraph four above. 7. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 5"' day of October, 1999. ,~?~/~„/ V. (SEAL) GLADYS JOHN N Signed, sealed, published and declared by the above-named person as and fvr a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ~~ ~ WE, GLADYS V. JOHNSON, GAY L. IRWIN and HEATHER A. BARBOUR, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly swom, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. GLADYS V. JOHNS L.I N HEAT R A. BAR OUR COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :ss: Subscribed, swom to and acknowledged before me by GLADYS V. JOHNSON, the testatrix herein, and subscribed and swom to before me by GAY L. IRWIN and HEATHER A. BARBOUR, witnesses, this 5,TM y~ay of October, 1999. Notary Public Notadal Seal Harold S. Irwin III, Notary Public Cadiste Born, Cumbedand County My Commission Expires Sapt, 23.2002 , Member, Pennsylvania r'ssociation of Notaries Kelley Blue Book Used. Car Values Page 1 of 2 I~CI~ g~t~r OV~/Il Blue 1B+DOk ~ W~rt~h learn THE TRUSTED RESOUttCE Enter your email to get the latest ~-~ ',~ ~' Mih.aont N°`" ~~ Blue Book Trade-In Report ;'~' Pennsylvania • October 3, 2003 1995 Ford Windstar GL Minivan INTRODi ~~ Buy a New Car THE ALL Buy a Used Car NISSAN List Your Car For Sale Online Free Lemon Check =rl• ,;,••~•~: Auto Loans from 3.49% APR Engine: V6 3.8 Liter Insurance Ouote '. Trans: Automatic Warranty Quote ' CarRevisws Drive: Front Wheel Drive Payment Calculator _~ :, yR ~' Mileage: 103,000 Sell your car on eBay Motors MOVIE BU Equipment ~~• 7 Passenger AM/FM Stereo Air Conditioning Dua) Front Air Bags ~°10t~' Power Steering ABS (4-Wheel) t~rtr ,,r WURLD Ti Consumer Rated Condition: Fair. "Fair" condition means that the vehicle probably has some mechanical or cosmetic defects, but is still in safe running condition. The paint, body and/or interior need work to be performed by a - professional in order to be sold. The tires need to be replaced. There ~ -• may be some repairable rust damage. The value of cars in this STARGAZI category may vary widely. A clean title history is assumed. Even after significant reconditioning this vehicle may not qualify for the Blue Book Suggested Retail value. Trade-In Value $1,830 Trade-in value represents what you might expect to receive from a _____ _ eater for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle read-y~r sale, - - - . -- advertising, sales commissions, arranging financing and Insurance and standing behind the vehicle for any mechanical or safety problems. sHtt=z_ Oet the latest Blue tiAoak MarikMtt t+l411C~ Get Invoice & MSRP on New Cars +...._.i~______•+_LL ___...n.t_n.: ann,.,.t.,,.,.ovt,t,nn•nt~775•penal.~>I~mS•van+t•Rr39•Fnrti~199___ 10/3/03 NOTICE Of INNE'RITANCE TAX pennsylvarria A~ '~ OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES s.~~> INNERITAN6E TAX DIVISION "' ~ ~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09) PO OOX 280601 ~.,~- 'J~' ~ ~ : ~ * . HARRISHUR6 PA 17128-0601 ° '~°~'~ ~ 4E ' tr ' ~ ~ '' '~ . ,J.. ~~~~ ~'tu _4 ~y ~~~ i 8 DATE 05-31-2010 V1i fi ESTATE OF JOHNSON GLADYS V DATE OF DEATH 09-20-2003 FILE NUMBER 21 03-0813 COUNTY CUMBERLAND HAROLD S IRWIN I II Q (•~ ACN 101 64 S PITT ST ~ ~ APPEAL DATE: 07-30-2010 CARL I SL E PA 17 013 (See reverse sfde u>sder Obj~ito~cs) ~~`'~ A~ount Re~ittedl -~ MAKE CNECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT ALOM6 THIS LINE a- RETAIN LOWER PORTION FOR YOUR RECORDS F- REV-1547 EX AFP C12-09~ NOTICE OF INNERITANCE TAX APPRAIBEMENT, ALLOWANCE OR DISALLOWANCE OF DE~fUCTIONS AND ASSESSMENT OF TAX ESTATE 0F: JONNSON GLADYS VFILE N0.:21 03-0813 ACNs 101 DATE: 05-31-2010 TAX RETU'tCN WAS: CJO ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE Of RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedulo A) Cl) .0 0 NOTE: To onsuro proper 2. Stocks and Bonds CSchodulo B) (2) .0 0 credit to your account, 3. Closely Hold Stock/Partnership Interest CSchedulo C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable CSchodulo D) C4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchodulo E) C5) 2,08 0.00 6. Jointly Owned Property CSchodulo F) C6) 8 3.85 7. Transfers CSchedulo G) (7) .0 0 8. Total Assets CS) 2, 163.85 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Exponsos CSchodulo H) Cg) 2.1 © O.D 0 10. Debts/Mortgage Liabilities/Lions CSchodulo I) C10) 12,20 2.86 il. Total Deductions C11) 14, 302.86 12. Not Value of Tax Return C12) 12,13 .01- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedulo J) C13) .00 14. Not Value of Estate Subject to Tax C14) 12,139.01- NOTE: If an asssss~snt was issued previously, lines 14, 15 and/or 16, 17, is and i9 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) _~ O X 0 4 5 ' .0 0 17. Amount of Line 14 at Sibling rate C17) -Q ~ X 1 2 : .0 0 18. Amount of Line 14 taxablo at Collateral/Class B rata C18) .0 0 X 1 5 .0 Q 19. Principal Tax Due C19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DDE .00 IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Cumberland County - Register Of Wills One Courthouse Square n --t..~ ~., ~-,,_- Carlisle, PA 17013 `~r ~ -~ ' ~~~'~ ~'~`~ '. Phone: (717) 240-6345 ~-;~'_, ,,~,~;~ ,.~~ `~ ... 2Q#0 AUG 30 AM 1U~ 2g CLERK OF ORPHAN'S vpURT Date: 8/30/2010 IRWIN HAROLD S III 64 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the belo~ listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on o~ after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Reg~.ster of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2010 Please feel free to contact this office with any questiansjyou may have. If you have already filed your Status Report, ple'as~ disregard this notice. Sincerely, /~G~~1~ti 1~~2~t~i~+ Glenda Farner Stras~augh Clerk of the Orphans' Court cc: File Personal Representative(s) _.___. __ _ __ .__~___.. - _T _._ _ - __ _._ _ __ __ - ,r _..._ .__..- _,._._~ , ._. ._ _._ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 2 4 0 - 6 3 4 5 ~:~~""r' ~.~'~' ^~~a:.~~ ~!}^ ~_ .,;c. 7 ~ e' 201ti AUG 3G AM IG~ 28 CLERK ~F ORpHA4~4S~~ ~ ~R~P~. Date: 8/30/2010 CI,tP~~c~~~-. ~,~~ ~;~-.. JOHNSON GERALD A 16047 BURNT MILL ROAD NEWBURG, PA 17240 RE: Estate of JOHNSON GLADYS V File Number: 2003-00813 Dear Sir/Madam: This notice is to serve as a reminder that the Status Repot by Personal Representative under Rule 6.12 is due on the blow listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULE, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on pr after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/20/2010 Please feel free to contact this office with any questions ,you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, j~~~~l7Qid~lt~tl~~~+a~ Glenda Farner Strasbau Clerk of the Orphans' Court cc: File Counsel __ - - - __ _ _ _, _. ,_ _._ L _ _ - - -r r r STATUS REPORT UNDER RULE 6.12 Name of Decedent : GLADYS V. JOHNSON Date of Death : 5/20/2003 Will No .2103 -00813 Admin . No . 21 - 03 -008131 Pursuant to Rule 6.12 of the Supreme Court Orphans ' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate 1 . State whether administration of the estate is ,complete Yes _X- 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 fmal account with the Court ? Yes No _~ b . The separate Orphans' Court No . (if any) for the personal representative's account is :NIA c . Did the personal representative state an account informally to the parties in interest ? Yes ~_ No d . Copies of receipts , releases , joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans ' Court and may be attached to this ~epo~ . Date : 10/2212010 r~ ~ r - -~' " _ ~ , . .. _ __ 4 . 2 ~ ~ `-- > p _ , _ ~ ~ U ct ~ ~ ~- ,~- ~_ c~ ~ Oj cv Signature ~ Name (Please type or prim ) 64 30UTH PITT STREET ', CARLISLE PA 17013 ,,, Address X717) - 2436090 Tel . No . Capacity : Personal Representative -X_ Counsel fot personal representative Y STATUS REPORT UNDER RULE 6.12 Name of Decedent : JOHNSON. GLADYS V. Date of Death : 9/2/2003 Will No . 21 - Of>--00081 Admin . No .2103-813 Pursuant to Rule 6.12 of the Supreme Court Orphans ' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate 1 . State whether administration of the estate is complete Yes No ~ 2 . If the answer is No , state when the personal representative reasonably believes~at the administration will be complete : :R w~ k -~ ~ ~,c ~ 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 _~ b . The separate Orphans ' Court No . (if any) for the personal representative ' s account is : NIA c . Did the personal representative state an account informally to the parties in interest ? Yes No ~ d . Copies of receipts , releases , joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report . Date : 10/1 /2008 Signature HAROLD S. IRWIN. III Name (Please type or print ) 64 SOUTH PITT STREET ~ CARLISLE PA 17013 --r Address __ ~~ , d i`L _ _. == C .- c_.v ~,~: O= ;~ L? (717) - 2436090 Tel . No . Capacity : Personal Representative ~_ Counsel for personal representative