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03-0115
PETITION FOR PROBATE and GRANT OF LETTERS Estate of Joanne C. Ramsey No. ~l--tt')~.'' ti5 also known as To: Register of Wills for the 24-39'-3Deceased'4 County of Cumberland in the Social Security No. 193 - Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executr ix named in the last wilt of the above decedent, dated January 213 , ~ 2003 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber 1 and County, Pennsylvania, with...,, h er last familyor principal residence at 21 Clover Lane, Mechanicsburc~, ~ Township, Pennsylvania - .~,,3 /v]~ (list street, number and muncipality) Decendent, then 70 years of age, died January 29 2003 at 21 Clover Lane, ~{echanicsburq, ~Township, Except as follows, decedent did not marry, was not div~'~/c~'an~'c~c~not have a child born or adopted after execution of the wil[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 domiciled in Pa.) All personal property $ 240,000 · 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 $ 110 e 000.00 situated as follows: 21 Clover Lane,MechanicsDurg WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) pre~ented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Gail M. O'Brien '~- 4322 Park Street - ~-~ o Camp Hill, PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF Cumberland The petitioner(s) above-named sw~ear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s)will well a.fld truly administer the estate according to law. Sw~og.n to or affir6~hd and subscribed ~efor~ me this /--,"~ .. day of [_4// '~/~q0~ry~ .~ .~2003 _ No. 21-2003- 115 Estate of Joanne C. Ramsey , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW Februrary 6th, I~ 200~'in'~ consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 28th, 2003 described therein be admitted to probate and filed of record as the last will of Joanne C. Ramsey .; and Letters Testamentary are hereby granted to Gail M. O' Brien Register of Wills -~,'~,,.,/,t', ~[~,~j Donna M. Otto, 1st Deputy ~z4-'/7~z~-~/~ FEES Probate, Letters, Etc .......... $305.00 Andrew C. Sheely, 62469 Short Certificates(7) .......... $ 21.00 ATTORNEY (Sup. Ct. I.D. No.) ~4R~tion .~pa.qes.(3). $ 9.00 127 S. Market St.,P.O. Box 95 JC~ $ 10.00 TOTAL __ $ 345.00 Mechanicsbu~R, ES~A 17055 (717) 697-7050 Filed . .F.~bI3a..ar.ay..6. t..h, 2QQ .3 ............ PHONE CALL ATTORNEY - will pick up on 2-7-03 21-2003-115 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Andrew C. Sheely and Becky M. Knisely codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they wera present and saw Jeanne C. Ramsay the testat r ix , sign the same and that An dr e w C. S hee 1 y & signed as a witness at the Becky M. Knisel~v request of testatLL,X__ in ke_r~ presence and (in the presence offeach other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before Andrew C. Sheely /~t~,~. ~ /~ me this . j~-~/7 day of 112 N. 30th (Name) street, Camp Hill~-' PA ~..~~/..,.~ A . (Address) ........................ (Name) ~O*~mA[SE~[ ~ 927 Knepper Dr. Mechanicsburg PA [/¢.~¢hcmicsburo ~oro, Cumber]and Counb/[ (Address) REGISTER OF WILLS OF CouNTy OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of :7 codicil testat of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of (Name) 19 (Address) Register (Name) (Address) This is to certi~ that the information here given is correctly copied fi'om an original certificate of death dui',' Local Registrar. The original certificate will be forwarded to thc State Vital Records Office for permanent hhn~. WARNING: It is illegal to duplicate this copy by photostat or photograph. HI0S 143Rev 2Y87 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS ~..~..,.T CERTIFICATE OF DEATH ~. 70 ,- ~ ; ,2/22/1932 ~ist~, PA ,~0 ,. ' ' . ~rl~ .Szlver Sprzn9 .. 21 Clover ~ne "~ ~.~.. · , ..... ,,.. R~ptio~st [ ve~erz~ Clznzc I ~ ~ I ~~ I ~ I ~ ' I ~"--~' ~ ,~,. ~... ~s~lvanla ,,,.~ Sliver Sprtn9 21 Clover ~e ,~ N~losb~g~ pA 17055 W~:<.~ ,,. The~ A~t~ ~ ..... -~.~:_~ ZZ~O~-~ . · ~ ~.? ~ ~ ~ ~ ~ ~ _ _ " 'M~CAL EXAMINEmC~ONE. ........................................................................ 0 LAST WILL AND TESTAMENT OF JOANNE C. RAMSEY I, JOANNE C. RAMSEY, of 21 Clover Lane, Mechanicsburg, (Silver Spring Township), Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoMng all other Wills and Codicils heretofore made by me. FIRST: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of my estate as the same can conveniently be done. SECOND: I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, unto my son, ROBERT P. RAMSEY, of Mechanicsburg, Pennsylvania, and my son, KIRK A. RAMSEY, of Mechanicsburg, Pennsylvania, provided that should any of my children predecease me, I give and bequeath such deceased child's share, unto his issue, per stirpes, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving child as named herein. THIRD: In addition to all powers granted to them by law and' by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property to proceeds any disposition. and receive the of (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restric- tions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversification, risk or productiv- itc. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, person- al income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries in cash or in ldnd or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retire- ment plan (pension plan, profit sharing plan, employee stock o~ership plan, or any other type of qualified plan) to the extent provided for by the plan or the law. FOURTH: I nominate and appoint my friend, GAIL M. O'BRIEN, Executrix of this, my Last Will and Testament. I direct that my Executrix and her successors shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this day of lanuarv, 2003. c. ms[Y Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Name Ad&es?'Z' - ~ f7o~ Name ~ 4 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NAME OF DECEDENT: Joanne C. Ramsey Date of Death: January 29, 2003 Will No. 0115 Estate No. 21-03-0115 To the Register: I hereby certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans Court Rules was served or mailed to the following beneficiaries of the above-captioned Estate on February 10, 2003. Robert P. Ramsey Son 21 Clover Lane Mechanicsburg, PA 17050 Kirk A. Ramsey Son 21 Clover Lane Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: February 10, 2 003 Andrew C. Shee re- PA ID NO 62469 P.O. Box 95 127 S. Market Street Mechanicsburg, PA 17055 717-697-7050 Counsel for Personal Representative, Gail M. O'Brien, Executrix Estate of Joanne C. Ramsey COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002281 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $16,310.00 ESTATE INFORMATION: SSN: 193-24-3943 FILE NUMBER: 2103-011 5 DECEDENT NAME: RAMSEY JOANNE C DATE OF PAYMENT: 03/12/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/29/2003 TOTAL AMOUNT PAID: $1 6,310.00 REMARKS: ANDREWCSHEELYESQUIRE CHECK//98 INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002755 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... _ ....... 101 $9.87 ESTATE INFORMATION: SSN: 193-24-3943 FILE NUMBER: 2103-0115 DECEDENT NAME: RAMSEY JOANNE C DATE OF PAYMENT: 07/01/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/29/2003 TOTAL AMOUNT PAID: $9.87 REMARKS: GAILM O'BRIEN C/O ANDREW SHEELY ESQUIRE CHECK# 104 INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS / REV-~5°°EX¢~ '~ OFFICIAL USE ONLY REV-1500 PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN 21 - 03 0115 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT couN coDE DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z Ramsey, Joanne C. 193-24~3943 - ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE LU 1/29/03 2/22/32 REGISTER OF WILLS LU (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ,,, [] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12-13-82) 0~ '~ .~ [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) [] 5. Federal Estate Tax Return RequireO ~o o~ ~ [] 6. Decedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes ~L_J 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) E~ 11. Election to tax under Sec. 9113(A)(Attacr, Sch O) '" NAME ,', Andrew C. Sheely, Attorney at La~ COMPLETE MAILING ADDRESS z Andrew C Sheely, Esquire O ~ FIRMNAME 127 S. Market Street 03 ~ ~ (If Applicable) ,., andrew C. Sheely, Attorney at Law ~ P.O. Box 95 ~' TELEPHONE NUMBER oo (717) 697-7050 Mechanicsburg, PA 17055 1. Real Estate (Schedule A) (1) $114,000. O0 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) ~"~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) r'~' r-- 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 152,793.26 (Schedule E) · 6. Jointly Owned Property (Schedule F) (6) I ~ 2 6 2 · 4 3 Separate Billing Requested ~) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 1 2 5 ~ 1 6 3 · 5 2 ~ (Schedule G or L) ~ 8. Total Gross Assets (total Lines 1-7) (8) 393,219 · 21 (D 11 440.45 LLI 9. Funeral Expenses & Administrative Costs (Schedule H) (9) , 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 3 9 · 50 11. Total Deductions (total Lines 9 & 10) (11) i 1 12. NetValue of Estate (Line 8 minus Line 11) (12) 38 I ¢ 739 · 26 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line12 minus Line13) (14) 381,739.26 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax ~. rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15) ~-. 16. Amount of Line 14taxable atlineal rate ~ ' x .0~5 (16) 1'7, 178. 27 381 739 26 ri 17. Amount of Line 14 taxable at sibling rate x .12 (17) O (.) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 1 7 ~ 1 '7 8 · 2 7 Decedent's Complete Address: '. , - STREET ADDRESS Jeanne C. Ramsey 21 Clover Lane CITY Mechanicsburg STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 17,178.27 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 1 6,3 10. O O C. Discount 858.40 17 168 40 Total Credits ( A + B + C ) (2) ' ° 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) 9.87 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. (EA) B. Enter the total of Line 5 + EA. This is the BALANCE DUE. (ED) 9 o 8 7 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] 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 prep/~r other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUR~PERSONRE~O~S~IBLE~/~FI~I~RETURN ~,. Gall M. O'Brien, DATE 7/1/03 Xfer' ~Y k~//. ~ ~,~U//W ~~ . Executrix ADD'SS ..... ~/ 4322 Park Street Camp Hill, PA 17011 SIGNATU OFPREPAR ROT T ATI Andrew C. Sheely, Esq'D-ATE 7/1/O3 Mechanicsburq ~ PA 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse 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 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. ANDREW C. SHEELY ATFORNEY AT LAW Telephone: (717) 097-7050 127 South Market Street Fax: (2'15') o~7-~0o5 P.O. Box 95 Mecl~.anics]~urg, Pennsylvarfia 17055 March 12, 2003 Register of Wills Cumberland County Courthouse Carlisle, PA 17103 RE: The Estate of Joanne C. Ramsey No. 21-03-0115 Date of Death: January 29, 2003 Dear Register of Wills: I represent the Estate of Joanne C. Ramsey. Enclosed is a check made payable to the Register of Wills in the amount of $16,310.00 which constitutes a ~repayment on account of Pennsylvania inheritance taxes in the above-captioned estate. Your time and consideration in this matter is greatly appreciated. Please forward a receipt as in the normal course of payments. Very truly . ANDREW C. SHEELY ACS/bmk Enclosure c: Gall M. O'Brien, Executrix REV-1502 EX+ (6-98) SCHEDULE A COMMONWEA'-T'-' OF PE.NS¥'-VA.,A REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF joANNE C. RAMSEY FILENUMBER 21-03-0115 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 21 CLOVER LANE, MECHANICSBURG, SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA 17050 The property was appraised by Mark E. Hilbert, of Mark E. Hilbert & Associates, on February 28, 2C 3. (See attached Appraisal) $114,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 1 1 4,0 0 0.0 0 (If more space is needed, insert additional sheets of the same size) 03-118M1 Val.ation__l se-.tlon UNIFORM RESIDENTIAL APPRAISAL REPORT ..e.o. u.~-llUM1 ESTIMATED SITE VALUE ........................... = $ 35~000 Comments on Cost Approach (such as, source of cost estimate, ESTIMATED REPRODUCTIC~N COST-NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD, VA and FmHA, the Dwelling 1 ~040 Sq. Ft. @ $ 54.15 = $ 56~316 estimated remaining economic life of the property): Bsmt. 816 Sq. Ft. @$ 18.50 = 15,096 In the reproduction cost of improvements, the Marshall & 4500F/P,Patio = Swift Residential Cost Handbook, as well as local Garage/~ 288 Sq. Ft. @$ 14.30 = 4,118 contractors, are referenced. Total Estimated Cost New ................ = $ 75,530 Less 50 Physical J Functional External Est. Remaining Econ. Life: Depreda~ $4,407I = $ 4,407 Depredatad Value of Improvements ................... = $ 71 ~123 "As-is' Value of Site Improvements ................... = $ 3,500 INDICATED VALUE BY co~'r APPROACH ............ $ 109 600 Estimated Remaining Economic Life is 30-35 years. ITEM I SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO. 3 21 Clover Lane 803 North Arch Street 249 Woods Drive 4900 Charles Road Address Mechanicsburg, PA Mechanicsbur,q, PA Mechanicsburg, PA Mechanicsburg, PA ProximJ~ to Subject 1 Mile 0.5 Miles 2.25 Miles Sales Price $ 114,000 S 136,900 $ 121,500 ~ $ 116.500 Pfice/GrcesLJv. Ama $ 109.62 ~] $ 121.37 ~1 $ 101.25 ~ $ 95.65 Data and/or Inspection C.P.M.L. C.P.M.L. C.P.M.L. Verification Sources County Records Inspection Agent Agent VN.UEN~ DESCRIPTION DESCRIPTION I +(-)$~ju~a~r~ DESCRIPTION t *(')$~ DESCRIPTION ] +(_)$~ ..... Sales or Finandng ~ DOM 10 DOM I DOM 30 Concessions~ F.H.A. -4,107 Conventional F.H.A. -3,495 Date of Sale/Time ~ 09-27-02 I 4-15-02 I 6-17-02 Location Suburban Suburban ; Suburban '; Suburban '. Lanseh31d~Sh~pls Fee Simple Fee Simple ', Fee Simple ' Fee Simple ' Site 0.34 Acres 0.17 Acres 0.43 Acres " 0.18 Acres View Residential Residental i Residental i Residental Design and A.o~eal Bi / Level / Avg Bi / Leve / Avg i Bi / Level / Avg ' Bi / Level / Avg Cua~of~ Brick / Vinyl Brick / Alumin Aluminum ~ Brick / Alumin ', Age 23 Yrs. 25 Yrs ; 24 Yrs ; 36 Yrs ; Condition Average Above Average I -4,000 Average Average ~ Above Grade Tot~ '~ Bdrm, '1 eathl Te/ai '~ Bct~m, ; eatha : Te~al; 8¢inna ; Baths [ To~al i S~nlS : Baths ~ Rcom Count 5! 3! 1.00 6i 3! 1/11 -1,500 6! 31 1.001 5i 3!, 1.001 i' Gross Living Area 1,040 Sq. Ft. 1,128 Sq. Ft. i 1,200 Sq.Ft. ', -2,400 1,218 Sq. Ft. i -2,700 Basamant & Feished Full Full ,, Full ', Full Rcome Below Grade Family Rm / Bath Family Rm / Bed ; F.Rm/Bed/R.Rm ! -1,500 ~ Family Rm / Bath Functional Utility Average Average Average Average Heating/Coo ncj B.B. Elec/1 Wall Hot Air-C/Air -3,000 HotAir-C/Air ', -3,000 B.B. Elec/None : +1,000 Ena~¥ Efldant Items Average Avera.qe i Average i Avera,qe ; ,, Garage/Carport I Car Garage I Car Garage : I Car Garage ,, I Car Garage Porch, Patio, Deck, Patio Patio / Deck ', -2,500 Patio / Deck , -2,500 Deck ,, Fireplace(s), etc. I Fireplace Fireplace , None , +2,000 Wood Stove , +1,000 Fence, Pool, etc. None None ' None ', None ', None None ', None None " ' [~+ I~J- !$ 4,195 Net Adj. (total) [] + ~ iS 15,107 [] + [~1- iS 7,400 {:~' ~ii of Comparable $ 121,793 ......... $ 114,100 $ 112,305 Comments on Sales Comparison (including the subject property's compatibitity to the neighborhood, etc. ): See Attached. ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO. 3 Date, Price and Data Norte None None None Source for l:dor salesN/A N/A N/A N/A withinyearofapp'a;~l Owner's Deed C.P.M.L./Court House C.P.M.LJCourt House C.P.M.L./Court House Analysis of any current agreement of sale, option, or lis~ng of the subject property and anelysis of any ~ sales of subject and comparables within one year of the date of appraisal: N/A i INDICATED VALUE BY SALES COMPARISON APPROACH ..................................................... $ 114,000 II INDICATED VALUE BY INCOME APPROACH (IfAl:~cable) Estimated Market Rent $ N/A No. x Gross Rent ~a~- N/A = $ N/A This appraisal is made [] "asis" [] subject to the repai% altorati0ns, inspections er conditions ~istad betow [] subject to canplefico pe~ plans and spedrx;ations. Condtibns of.fl:Crasel: The appraiser assumes a marketable title and that equipment associated with the improvement is in working order. Final Reconciliation: The market approach, reinforced by the cost approach, is a good indicator of fair market value. The fact that the seller ~s or is not paying any portion of the clos n,cj costs has no effect on this appraisal. DATE OF DEATH JANUARY 29, 2003 The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the above conditions and the calJfr_.atico, cuntingant and limiting conditions, and market value definition that ~e stated in the attached Freddie Mac Form 439/Fannie Mae Form 1004B (Revised 6/93 ). ~~NE~ES.nMATETHEMARKET~AL~E~AsDEF~NED~~FTHEREALPR~PERTYTHAT~STHESUB~JEcT~FTH~sREP~RT~As~F January 29, 2003 {WHICH IS THE DATE OF INSPE~3eR~[ND T~CTIVE DATE OF THiS REPORT) TO BE $ 114,000 . APPRAISER: ~ ,'~/~/, ~_..~_..~_..~_..~//,~ ~ := ~ SUPERVISORY APPRAISER (ONLY IF REQUIRED): Signature ~'~.~//"~---~/.~ Signature [~Did r-~ Did Not Name Mark ~rt-/ ~ Name Inspect Property Date Report Signed March 1, 2003 Date Report S gned State Cedificatico # RL-000388-L State PA State Certiltcation # State Or State License # RB-029755-A State PA Or State License # State Freddie Mac Fa'm 70 6-93 PAGE 2 OF 2 Fannie Mae Faro 1064 6-93 Mark E. Hilbert and Assoc. 03-118M1 Pror~ert), De.~=rlptlon UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 03-118M1 "~ Prol~¥Address 21 Clover Lane City Mechanicsburq State PA AoCode 17050 Legal D...~ip;;on Recorded Cumberland County Court House, Book I 26, Page 401 County Cumberland Assessor's Parcel No. Tax Year R.E. Taxes $ Spedal A~*es_.ments $ N/A Borrower Jeanne C. Ramsey Current Owner Estste ~'J'rn~-nt: { 1 Owner [~ Tenant [] Vacanl Fr, oP,=,~:,dghtsappralsad ~ FeeSImple [~ Leasehold I Projectmype I~ PUD [~ Condominium(HUD/VAon~y) HOA$ N/A /Mo. Neighborhood or Project Name Silver Spring Township Map Reference Census Tract 118 Sale Price $ Estate Date of Sale N/A Description and $ amount of loan charges/con~!nns to be paid by sailer N/A Lender/Client Andrew Shealey Esq. Address 127 South Market Street, Mechanicsbur,q, PA. 17055 · Appraise' Mark E. Hilbert Address 14 North Walnut Street Mechanic~h,r,q PA 17055 G-owth rote Rapid Stable ~ Slow X~ Owner ~ Low New 12-4 family 15% I U In Focess Propedyvalues Increasing Stable [=~ Declining I ~ Tenant I ........ ~310 High . g~.J Murk-rarely 4% ITo: Residential D~mand/supp~y Sh~tage ~n~ LJ o~=~,~ I x~ w.t(o,~) I~ Predominant ~C~..~a~' 3°/. Marketing time Under3mos. 3-6mos. [.Joversmos. I I~v,~,.~,,,~l J 14o I 15 ~Vacant) 15O/oJ Note: Race and the racial composition of the neighborhood are not apprslsal factors. Neighborhood boundaries and characteristics: Property is located along Clover Lane in Silver Spring Township, Cumberland County, Pennsylvania. Factors that affect the marketability of the properties Jn the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): The subject property has good access to area employment and amenities. Market conditions in the subject neighborhood (including support for the above conclusions related to the ~rend of property values, demand/supply, and marketing time - - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): Financ ng is readily available from a variety of sources and with improving markets, sellers are not required to offer sales or financ np related concessions. Project Information for PUDs (If applicable) - - Is the developeflbuilder in control of the Home Owners' Association (HOA)? [] YES [] NO Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A Desoribe common elements and recreational facilities: N/A Dimensions 100 x 150 x 100 x 150 I Topography Level Siteexea 15000 Sq. Ft. +/- CornarLot [] Yes [] No I Size 0.34 Acres Specific zoning classification and description Residential Shape Rectangu ar Zoningcempliance [] Legal [] Legainoneonf13m'~g(Grandfatheredusa) []Illegal [] Nozoning I Drainage Appears adequate Highest & best use as improved: ~ Present use [] Other use (explain) View Residential Utilities Public Other I Off-eitelmprovements Type Public PrivateI Laedscap~ng Adequate ~J Electridty I~ 200.~AMP I Street Macadam [] [~ I Ddveway Surface Macadam i Gas ~ None ~ Curb/gutter ~ [==~ ~=~ I Apparent easements TypicaI-Utilit, y~ · Water X~ J Sidewalk ~ L._J U I FNMA Special Flcod Hazard Area U Yes [] No ~ Sanitary sawer X~J / Stroetlig~ts ~ [] [] I FEMAZOne "C" aap Date 03-03-92 · Storm sewer J~J None ! Alley ~ [--] r-'l I FNMA Map No. 420370 Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): There are no apparent adverse easements, encroachments, special assessments or zoning that would have a negative impact on the value of the subiect property, subject however to reservations easements, conditions and right of way of record. Ne. of Units One I Foundation Block I Slab NONE I AreaSq. Ft. 816~ Roof [] No. of Stodsa One I ExtedorWalls Brick/Vinyl [ Oa~Spam NONE _ %Finished ~~' Cal~ing -- Type(Det./Att.) Detached I Roof Surface Composition I Basement Full I Ceiling ~--~in,c/TileI Walls Design(Style) Bi/Level I Gutters&Dwnspts. Aluminum I Sump Pump Non-'~'~ -- Walls Drywall/ Floor Existing/Proposed Existing Window Type Dbl. Hunq Dampness ~ ~-'~'otec~ Floor Carpet ! None Age (Yin.) 23 + / -' Storm/Screens Thermai Yes Settlement ~ ~ Ou~de En~j Yes J U.kr~. Effective Age (Yrs.) 4-6 Manufactured House No I Infestation None noted IFo er I ,v,., o,nin, tchen DenFam,yR. Balms #,a s I ,aun I O er I AreeSq'Ft' Basement I 1 I I 1 I Storage 816 ~Level2 ILevel 1 I 1 II 1 Area I 3 1 ' 1,040 Finished area above ,qrade contains: 5 Rooms: 3 Bedroom(s)i Bath(s}i 1,040 Square Feet of G~oss Uvin9 Area Floors Carpet / Avg Type B.B. Refrigerator [] None Fireplace(s)#1 None [] Walls Drywall / Avg Fuel Electric Range/Oven Stalin Patio Concrete Garage # of cars Tdm/Finish Wood / Avq Condit~Avg. Dispesal [~, Dmp Stair~ Deck Attached Bath Floor Vinyl / Avg COOLING Dishwasher Scuttle Perch Detached Bath Wainscot Fiberglass / Avg Central None Fan/Hood Floor Fence Built-In 1 Doors Hollow Core Other I Wal~l Miorowave Heated Pool Carport Cond~aonAvg. Washer/Dryer Finished ~ Driveway 2 Additional features(special energy efficient items, etc.): Subject property had a fire in 1995 and has been completely rebuilt. Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: No major repairs noted. No evidence of functional or external obsolescence. Adverse environmental conditions (such as, but not limited to, hazardous weates, toxic substances, arc.) preaont in the improvements, on the site, or in tho · immediate vicinity et tho subiect property: Thoro are no visible or apparent adverse environmental conditions that would negatively impact · the value of the subiect property. r-m~eMacFenn 70 6-93 PAC~ 1 OF 2 Faxlie MaeForm 1004 6-93 SUMMARY APPRAISAL OF REAL ESTATE LOCATED AT: 21 Clover Lane Mechanicsburg, PA 17050 FOR: Andrew Sheeley Esq. 127 South Market Street Mechanicsburg, PA. 17055 BORROWER: Joanne C. Ramsey Estate AS OF: January 29, 2003 BY: Mark E. Hilbert MARK E. HILBERT & ASSOCIATES 14 North Walnut Street, Mechanicsburg, PA 17055 717-7664988 1 717-795-9301 Fax R~-I~X * (1-97) SCHEDULE E COM ONWE^LT. '" ""' Or PENNSYLV^N,A CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY EST~E OF FILE NUMBER JOANNE C. RAIvlSE¥ 21-03-0115 Include the premeds of litigation and the dam the premeds were m~ived by De es~. All pmpe~ joint¥o~ with the right of suwivomhip mu~ be disclos~ on ~hedule F. ITEM VALUEAT DATE NUMBER DESCRIPTION OFD~TH 1. Omega Bank Certificate of Deposit #173-0024276 Principal Balance at date of death $10,000.00 Accrued Interest $ 11.34 Date Of Death Balance $10,011.34 2. Omega Bank Certificate of Deposit #173-0024277 Principal Balance at date of death $15,000.00 Accrued Interest $ 17.75 Date Of Death Balance $15,017.75 3. Omega Bank Certificate of Deposit #173-0024278 Principal Balance at date of death $10,000.00 Accrued Interest $ .79 Date Of Death Balance $10,000.79 4. Omega Bank Certificate of Deposit #173-0024279 Principal Balance at date of death $15,000.00 Accrued Interest $ .59 Date Of Death Balance $15,000.59 5. Personal Property per Bricker Appraisal $ 1,775.00 6. Juniata Valley Bank Certificate of Deposit #44-945501-5 Principal Balance at date of death $15,000.00 Accrued Interest $ 146.70 Date Of Death Balance $15,146.70 7. Juniata Valley Bank Certificate of Deposit #44-945951-2 Principal Balance at date of death $10,000.00 Accrued Interest $ 90.00 Date Of Death Balance $10,090.00 8. Juniata Valley Bank Certificate of Deposit #44-945961-1 Principal Balance at date of death $10,000.00 Accrued Interest $ 89.40 Date Of Death Balance $10,089.40 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-150~ ~.~ * (1-97) SCHEDULE E COMMONWEA'TH '' :OF PENNS¥'V^N A CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Include We premeds of lit~ation and We dam the pm~s were m~ived by We es~. All pmpe~ ~int¥o~ with the right of su~ivomhip mu~ be disclos~ on ~hedule F. ITEM VALUE AT ~TE NUMBER DESCRIPTION OF D~TH 1. 9 Juniata Valley Bank Certificate of Deposit #40-914036-9 Principal Balance at date of death $10,000.00 Accrued Interest $ 17.40 Date Of Death Balance $10,017.40 Juniata Valley Bank Certificate of Deposit #44-912002-3 Principal Balance at date of death $30,000.00 Accrued Interest $ 134.79 Date Of Death Balance $30,134.79 1 . Juniata Valley Bank Certificate of Deposit #44-945341-6 Principal Balance at date of death $25,000.00 Accrued Interest $ 28.50 Date Of Death Balance $25,028.50 12. Decedent's 2002 Internal Revenue Service Tax Refund 481.00 $1 52,7 9 3.2 6 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) OMEGA BANI( Feb 12, 2003 ANDREW C SHEELY ATTORNEY AT LAW 127 S MARKET ST PO BOX 95 MECHANICSBURG PA 17055 Dear Mr. Sheely: This letter is in regards to the accounts that Joan~e C. Ramsey held at our financial Institution. Listed below is the information that you reque st e~ I. Certificate of Deposit: # 173-0024276 Balance as of DOD: $ 10,000.00 Accrued Interest: $ 11.34 Date Opened: 9/6/93 Account Title: Joanne C. Ramsey Certificate of Deposit: # 173-0024277 Balan,.= as of DOD: $ 15,000.00 Accrued Interest: $ 17.75 Date Opened: 9/5/93 Account Title: Joanne C. Ramsey Certificate of Deposit: # 173-0024278 Balance as of DOD: $ 10,000.00 Accrued Interest: $ .79 Date Opened: 10/27/99 Account Title: Joanne C. Ramsey Certificate of Deposit: # 173-0024279 Balance as of DOD: $ 15,000.00 Accrued Interest: $ .59 Date Opened: 10/28/99 Account Title: Joanne C. Ramsey · J If I can be of further asaistance to you, please do not hesitate to call, or write. Sincerely, Felicia Shultz Deposit Service Representative (800) 494-1810 ext. 2061 PO Box 298 State College, PA 16804-0298 Customer Information Center, Toll Free: 1-877-861-7800 ,-, -' APPRAISAL Personal Property of .~:.~'T..q]-~-- ~G~ J--8.q,,v,,,~/c, /~-,~5'~X ,P__/C/-O~/E/~. Appraised by Chuck E. Bricker AU094-L Date ~2._- ITEM VALUE ITEM VALUE 0~4/~ ; b, vv " "' THE JUNIATA VALLEY BANK MIFFLINTOWN PA 17059 Phone: (717) 436-8211 Fax: (717) 436-8889 Date of Death: O [ - ,~.~ - ~_._% ACCOUNTff: ~-~/~~-~ ACCOUNT g: ~ BALANCE DOD: ~ ] O) ~. ~ BALANCE DOD: ~ ACCRUED INTEREST: ~ ~. ~ ACCRUED INTEREST: DODVALUE: ~ /O) O/~,~O DODVALUE: ~]0 iNTEREST PAID ~D: ~N. ~O INTEREST PAID ~D: OPENING DATE: ~-~-~ OPENING DATE: ~- MATURI~ DATE: ~ - ~ J- ~ MATURI~ DATE: ~ OWNERSHIP: ~n~ ~. ~ OWNERSHIP: ~~ ACCOUNTg: H~-~/D~~ ACCOUNT~: ~-g~ BA~NCE DOD: $~,~. ~ BALANCE DOD: ~ j ACCRUED INTEREST: I~H, ~ J ACCRUED ,NTEREST: DOD VALUE: ~, J~. DOD VALUE: ~ ) OPENING DATE: O~-~J OPENING PATE: ~f- MATURI~DATE: 0~- ~' MATURI~DATE: ~- OWNERSHIP: ~O~n~ C. ~&~ J OWNERSHIP: ~O~L~ ACCOUNT #: J,/~- ~.__~ ~_,~,z.//- L~ ACCOUNT #: BALANCE DOD: ~.,~.~ .~ BALANCE DOD: ACCRUED INTEREST: ,~,~c~. ~ ACCRUED INTEREST: DOD VALUE: ~ ,.~ ~j (~.~. ,~:)6 DOD VALUE: INTEREST PAID YTD: c~.~, ~ INTEREST PAID YTD: OPENING DATE: ~ ~ -- ) L~ ~ ~-.~ J OPENING DATE: MATURITY DATE: [~ ~ - I,::~ ~('~ J MATURITY DATE: OWNERSHIP: ,.~C~'~ 0_.., ~- ~,,~;~n_~/J OWNERSHIP: ACCOUNT #: ,¥z,/_ ~ H ~ ~ J - --~ ACCOUNT #: BALANCE DOD:. ~ ,J~i ~----~'~' ~ BALANCE DOD: ACCRUED INTEREST: IJ'-/Lo. r-/() ACCRUED INTEREST: DOD VALUE: --~ /.__~ JJ'"JL~'. rT'~, DOD VALUE: INTEREST PAID YTD: /,:-.~ ~, ,.,~.) INTEREST PAID YTD: OPENING DATE: ~3 -~,~._.~- ~_.._'~ OPENING DATE: (L~//I MATURITY DATE: MATURITY DATE: (,~-J c~ _(_~_% ''. OWNERSHIP:~L~d¥~ C, ~Lro_5 OWNERSHIP: Tax Summary and Instructions for Filing 2002 Federal Individual Income Tax Return Summary of Federal Information: Federal adjusted gross income ....................................................... $ 10,264.00 Federal taxable income .................................................................. $ 1,414.00 Federal refund ................................................................................ $ 481.00 The due date of the Federal Form 1040 is April 15, 2003. Your federal refund of $481.00 will be mailed to you automatically by the Internal Revenue Service. Mail the return to: Internal Revenue Service Center Philadelphia, PA 19255-0002 REV- 1,','509 EX + (1-97} SCHEDULE F COM.O.VV .T. OFPENNS¥.VAN,A JOINTLY'OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JOANNE C. RAMSEY FILENUMBE~.1_O3_O115n If an asset was made joint within one year of the decedent's date of death, it must be reposed on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Robert P. Ramsey 21 Clover Lane Son Mechanicsburg, PA 17050 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number, Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1. A. 11/75 Citizens Bank 610070220 Oate of Death Balance $ 2,524.86 Accrued Interest $ 0.00 Date of Oeath Value $ 2,524.86 50% ~; 1,262.43 Joanne C. Ramsey/Robert P. Ramsey, Jr. Ten. TOTAL (Also enter on line 6, Recapitulation) $ ! ,2§2.43 (If more space is needed, insert additional sheets of the same size) CITIZENS BANK Account Number 610070220 Account Title JOANNE C. RAMSEY ROBERT P. RAMSEY Date Opened 11/28/1975 Account Type Checking Principal Balance as of DOD $2,524.86 Interest from Last Posting to DOD $0.00 Account Balance as of DOD $2,524.86 YTD Interest to DOD $0.00 REV-1510 EX, + (1-97) ~~ ' SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JOAMME C. RAMSEY 21-03-0115 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM iNCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE. NUMBER VALUE OF ASSET INTEREST (IFAPPLICABLE) 1. 1. Transamerice Annuity Annuity Policy Number 26153285 Date of Death Value 125,163.52 (See attached statement) TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ' h'-1)-03 (li::l$1em From-Smlth Barne, y 717 23~1 2090 'NOg0 :'.002/00:~ F-229 Sm,i':,h ~arney Corp Attj'. Ms Walker 11 l"o:rth 3rd St 2:.~d Floor PO E.ox 12057 Hat ::i:~burg PA 17108-9971 Dea~: t3eneficiaries: We have received notification, J~anne~ C Rams~ey, ~nnuitant cf the above li.~t,~d non-qualified :ax defe.:~e~ anT3uity is dec,~ased. Our office wi~'L*~S tO exCend sincere condole:nce~ f,~ you~: lo.ss. Ou:~ ;~ecords indicaze ;he fol].ow&:~.g a~Lnuit,./ ir~formation: Ann':: :Ltant: $c, anne C Ramsey Own,~ ;~: Joanne C R~sey Pr:Lz~.~ry Beneficiary(i,~s): Re, bert Paul Ci~mpbel! G.amsey Kirk A21en R~nsey Annu:.ty Policy Date: 9~/06/2001 Fu~.2[ Value as of C, 3/0~/2003: .~125,827.40 Ta;~a;:)le Porcion: .~12,827.4C Fu].2L Value as of 01~2~1/2003: $1~5,163. 52 The ,~Lttached doc~.ent reflect~ the op'~J, on~: a~'ailable ~o the prima~y beneficiary(les) li~t~d above. The :~ull value as of t,he dBte of death is for tax purposes only and is not ~. guaranteed death: benefit an%ount. The ~Lttached doc~e~t contai~:~: gene:fa.1 ta~ info~Lation based on TrarlHa:merica Life Ins~.rance and Annui'~;y Cc:mpany'a: interp:retation a~d shc, LL2.d not be relied cpon for you~ pe:::sonal tax pLannirLg, If you have que~t:ions concernin~ the direct tax c.:~nseq'uences ~;hen E'.e~L,~ctin~ an op~i.::n, you ~y wi~h to consult a tax advisor., ]-03 (I; :1Gpm From-S~ith ~ai'ne¥ 717 23;r 209(I T-090 :,003/003 F-Z26 Any additional questions regarding this annu:Lty (;an be: directed to the Ann,.:i-~y Service Center at 1-~77-,717-~!~$61. A Trans~er2ca Life Ins~rance Co. any ~'epresentative will gladly assist yc,u with any q~e.:~tion you may have regardinq this annuity and hslp v[~u meet your fin~,ncial goals. ' ~ Sin,:: erely. Car~:ie Allen 1-8"'7--717-8861 En,:lo..~u~e (s): Annuity Claiman~:.~ Statement Po~sta~a Paid ]~.el:urn Ei:velc,.pe Death Option ]?acket SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVECOSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JOANNE C. RAMSEY 21-03-0115 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 1. MALPEY-ZI FUNERAL SOME $4',036.60 B. ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal RepresentaUve (s) ,.,,T, ,, ,~,,~T~, Social Secudty Number(s) / EIN Number of Personal Representative(s) 181 - 30 - 4,169 Street Address 4'322 PARK STREET $2,000. O0 CAMP RILL PA 1'/u I J. City State Zip Year(s) Commission Paid: 2. AU0meyFees ANDREW C. SREELY, ESQUIRE, PER AGREEMENT $ 3,875.00 3. 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 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS $ 34'5.00 LEGAL ADVERTISING= THE PATRIOT-NEWS $ 93.85 5. Accountant's Fees CUMBERLAND COUNTY LAW JOURNAL $ 75.00 HOREMAN & BARB, CPA-DECEDENT'S PERSONAL/FEDERAL $ 150.00 6. TaxRetum Preparer's Fees INCOME TAX RETURN 7. MARK E. RILBERT & ASSOCIATES - REAL ESTATE APPRAISAl $ 275.00 CHUCK BRICKER - PERSONAL PROPERTY APPRAISAL 75.00 FILING FEES FOR INHERITANCE TAX RETURNS 15.00 Reserves to conclude administration of Estate, $ 500.00 Accounting Fees, taxes, preparation/mailing and copy charges of necessary Fiduciary Returns TOTAL (Also enter on line 9, Recapitulation) $ 1 ~., 4' 4' o. 4' 5 (If more space is needed, insert additional sheets of the same size) 8 Market Plaza Way · Mechanicsburg, PA 17055 Michael J. Malpezzi, Owner Phone: (717) 697-4696 FUN [::~[~AL HO[~[1~ Jeremy J. Shartzer, Funeral Director February 11, 2003 Gail M. O'Brien 4322 Park Street Camp Hill, PA 17011 The Funeral Service for Joanne C. Ramsey We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. SELECTED MERCHANDISE: Cultured Marble Um $275.00 Register, Memorial Cards, Ackn. $65.00 TbIE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $340.00 C. SPECIAL CHARGES Direct Cremation with graveside service $2615.00 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Opening Grave $985.00 Newspaper Notices - Local $66.60 Certified Copies of the Death Certificate $30.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES $3696.60 S U B-TOTAL $, ~0.~,.. u0 INITIAL PAYMENT / DISCOUNT / CREDITS TOTAL AMOUNT DUE $4036.60 RECEIPT FOR PAYMENT Cumberland_County - Register Of Wills Receipt Date 2/06/2003 Hanover and Hiqh Street Receipt Time 14:38:05 Carlisle, PA [7013 Receipt No. 1031885 R3~MSEY JOANNE C File Number 2003-00115 Remarks SHEELY ANDRES C SK ........................ Distribution Of Receipt ........................ Transaction Description Payment Amount Payee Name PETITION FOR PROBA 305.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 21.00 CUMBERLAND COUNTY GENERAL FUN EXTRA PAGES 9.00 CUMBERLAND COUNTY GENERAL FUN JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D Check# 3394 ~45.00 Total Received ......... 45 00 ADV£RTI$INGCLA$$IF'II~DiNvOiCEI :Et)t gatriat- an ~,~,.~ DAtE Questions regarding this invoice cell (717) 255-8138 To Place your ad Call Classified (717) 255-8121 Tearsheet Request call {717) 255-8417 INVOICE NO. CLASS START DATE STOP DATE TIMES SIZE AD AMOUNT 02/ BOX CHARGE ANDRE~ C. SHE~L..Y ~ AFFIDAVIT CHARGE ~. 75 1127 SOUTH HAR~ET STREET ~ ~OLD PRZNT 3.:00 .ipoi BOX 9~ [ MECH~NICSgURC P~ DEBIT MEMO O~EDIT MEMO DISCOUNTS ADVANCE PAYMENT · ~ O I-] ¥ Sworn to and su~'~c/bed~ before m~h day of/~a~/~ A.D. TerryL. Russell, Notary Public ~,/ I v-" CityOf Harrisburg, Dauphin County ~ NOTAF~Y PUBLIC My Commission Exl~res June 6, 2006 · '~y commission expires June 6, 2006 Member, Pennsylvania Association Of Notmies -- ' ' ~xGUTRIX'~.NOTI~.E _ tat°of Litters of Testamentary on me ,OANNE C., _~sE'(,'o~P.,~,%";.~t. ANDREW C. SHEELY ' s,ver sgrlng, cumbm'lana %pu-,L, ...... ~' 127 SOUTH MARKET STREET -- .- ,.--- )~-n granted to vne unae.;'_".2~.T v~%m.%n,~a~:~.a~lng themselves to be ,.~?.' P.O. BOX 95 .Mi;, and masl having claim° will pre~e MECHANI~SBURG, PA. 17055 ' ~t~ tar #ttlement to: _. m~,M,~w ' Statement of Advertising Costs p.O..Box ~S MerJmnicslourg, PA 17055 [~m~.~ To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates $ 92.1 0 Probating same Notary Fee(s) $ 1.75 Total $ 9 3.85 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patrio~-New~ and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By .................................................................... CUMBERLAND LAW JOURNAL 2 LIBERTY AVENUE CARLISLE, PA 17013 March 14, 2003 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Andrew C. Sheely, ESQUIRE RE: Joanne C. Ramsey, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Joumal. Advertisement inserted on following dates: FEBRUARY 28, MARCH 7, 14, 2003 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment Received $ 75.00 Total Amount Due $ 0.00 Payment received _ MARCH 4, 2003 by Becky H. Morgenthal/Executive Director . .'.' '--~'~'~l~ 710 Bridge Street New Cumberland, PA 17070 Phone: (717) 774-8129 Boreman & Babb CERTIFIED PUBLIC ACCOUNTANTS INVOICE BILL TO DATE Joanne Ramsey 4/7/2003 301063 121 Clover Lane Mechanicsburg, PA 17050 TERMS DESCR/PTION QTY ~TE ' 2002 FEDERAL INCOME TAX ~;i'ut~ ....... 100.00 [ 100.00 Schedule B - Interest and Dividends 15.00 [ 15.00 PA 40 - PENNSYLVANIA STATE RETURN 15.00 15.00 PA Schedule A/B - Interest and Dividends 10.00 10.00 PA,Schedule SP - Special Tax Forgiveness 10.00 10.00 Total $150.00 ~ ********* INVOICE********* File Number: 03-118M1 Fewbruary 14, 2003 Andrew Sheeley Esq. 127 South Market Street Mechanicsburg, PA 17055 Borrower: Joanne C. Ramsey Invoice #: Order Date: Reference/Case #: 03-118M1 PO Number: 21 Clover Lane Mechanicsburg, PA 17050 $ 275.00 $ Invoice Total $ 275.00 State Sales Tax @ $ 0.00 Deposit ($ 275.00 Deposit ($ Amount Due $ PAID Terms: Balance due upon receipt of invoice : 15% fee if paid 30 days past receipt Please Make Check Payable To: MARK E. HILBERT & ASS©CIATES 14 North Walnut Street Mechanicsburg, PA 17055 Fed. I.D. #: 23-2391423 TO INSURE PROPER CREDIT PLEASE RETURN A COPY OF THIS INVOICE WITH YOUR PAYMENT. 14 North Walnut Street, Mechanicsburg, PA 17055 717-7664988 / 717-795-9301 Fax .EV,~,~E×-<,97, ~ SCHEDULE I COMMON~VE^'T, OF PENNS~V^~^ DEBTS OF DECEDENT, ~Es,~ENT~c~o~ MORTGAGE LIABILITIES. & LIENS ESTATE OF FILE NUMBER JOANNE C. RAMSEY 21-03-0115 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Deed Recording Fees - Cumberland County Recorder of Deeds $39.50 TOTAL (Also enter on line 10, Recapitulation) $ $ .39. 50 (If more space is needed, insert additional sheets of the same size) ANDREW C. SHEELY ATTORNEY AT LAW Telephone: (717) 697-7050 127 South Market Street Fax: (717) 097-7005 P.O. Box 95 MecJ'~nicsJ~urfl, Pennsylvania 17055 June 19, 2003 Jay McBride, Deputy, Recorder of Deeds Office of the Recorder of Deeds Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Joanne C. Ramsey Deed Transfer Dear Jay: In accordance with our discussions yesterday, I am enclosing an original deed for recording. As you will recall, I did not record the deed due to a survey which was missing from the deed. The survey is now attached. Thank you for your assistance with this matter. I am enclosing a check made payable to the Recorder of Deeds in the amount of $39.50, as directed. · Please return the extra copies after they have been time-stamped in the enclosed envelope. ACS/bmk Enclosures c: file SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATEOF JOANNE C. R~.Iv[S~..Y FILENUMBER21--03-0115 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 (include outright spousal distributions) 1. ROBERT P. RAMSEY SON 50% of Rest, 21 Clover Lane Residue and Mechanicsburg, PA 17050 Remainder KIRK A. RAMSEY SON 50% of Rest, 21 Clover Lane Residue and Mechanicsburg, PA 17050 Remainder ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAST YVILL AND TESTAMENT OF JOANNE C. RAMSEY I, JOANNE C. RAMSEY, of 21 Clover Lane, Mechanicsbtrrg, (Silver Spring Township), Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of my estate as the same can conveniently be done. SECOND: I give, devise and bequeath all the rest, residue and relnainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, unto my son, ROBERT P. RAMSEY, of Mechanicsburg, Pennsylvania, and my son, KIRK A. RAMSEY, of Mechanicsburg, Pennsylvania, provided that should any of my children predecease me, I give and bequeath such deceased child's share, unto his issue, per stirpes, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving child as named herein. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the follo~ving powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, ~,~dth or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restric- tions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment fl~nds, ~thout restriction to investments authorized for Pennsylvania fiduciaries, as are deemed proper, ~thout regard to any p~nciple of diversification, ~sk or productiv- iw. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal 2 and other tax laws, including, but not necessarily being limited to, person- al income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries in cash or in Mnd or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under lny will, and for investlnent purposes. (I) To select a mode of payment under any qualified retire- lnent plan (pension plan, profit sharing plan, employee stock o~a~ership plan, or any other type of qualified plan) to the extent provided for by the plan or the law. FOURTH: I nominate and appoint my friend, GAlL M. O'BRIEN, Executrix of this, my Last Will and Testament. I direct that my Executrix and her successors shall not be required to post securiw or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this c~ay of' J:nua,~, zuO:. /¢t)'"~ "'J ( SEAL) JOANNE C. RAMSEY 3 Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ,- -~,'"'- : ':// ,::' ' 0 Address Name -: .... . ~_../4,~:....~/~x~ ....... ._ /'% Address~' '~ /~-:4:7~:~ Name d '' -- 4 //~/4///-----/'-~2~-/ COHNONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTNENT OF REVENUE INHERITANCE TAX DIVISION DEPT. ZD06Ol HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR DISALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-1547EXAFP(01-05} DATE 08-11-2005 ESTATE OF RAHSEY JOANNE C DATE OF DEATH 01-29-2005 FZLE NUHBER 21 03-0115 '0} /~i~0 ~? i~'i;! :] COUNTY CUHBERLAND ANDREW C SHEELY ATTY ACN 101 127 S HARKET ST Amount RemArked PO BOX 95 ~., . HECHANICSBURG PA 170~i~?,' HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-Z547 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF RAHSEY JOANNE C FILE NO. 21 03-0115 ACN 101 DATE 08-11-2005 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I Real Estate (Schedule A) (1) 114~000.00 NOTE: To Ansure proper 2 Stocks and Bonds (Schedule B) (2) O0 credAt to your account, $ Closely Held Stock/PartnershAp Interest (Schedule C) ($) O0 subm/t the upper port/on q Hortgeges/Notes Rece/vable (Schedule D) (4) O0 of this form wAth your $ Cash/Bank DeposAts/M/sc. Personal Property (Schedule E) (5) 1521795.26 tax payment. 6 JoAntly Owned Property (Schedule F) (6) 1 ;262. 7 Transfers (Schedule G) (7) 125;165 52 8 Tote1 Assets (8) 595,219.21 APPROVED DEDUCTIONS AND EXEHPTZONS: 11,440.45 9 Funeral Expenses/Adm. Costs/HAsc. Expenses (Schedule H) (9) 10 Debts/Hortgage L/ebili~/es/L/ens (Schedule Z) (10) ~9.~0 11 ToteZ Deduct/one (11) 11.q79.Q5 12 Net Value of Tax Return (12) 581,759.26 15 Char/teble/Governeental Bequests; Non-elected 9115 Trusts (Schedule d) (15) .00 14 Net Value of Estate Subjec~ to Tax (14) 581,759.26 NOTE: Z~ an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that lnclude the total o~ ALL returns assessed to date. ASSESSNENT OF TAX: 15. Amount of LAne 14 a~ Spousal rate (15) .00 X O0 = .00 16. Amoun~ of L/ne 14 taxable et L/neal/Class A rate (16) 581,759.26 X 045 = 17,178.27 17. Amount of LAne 14 at SAblAng rate (17) .00 x 12 = .00 18. Amount of LAne 14 taxable a~ Collateral/Class B re~e (18) .00 X 15 = .00 19. PrAncApel Tax Due (19)= 17,178.27 TAX CREDZTS: PAYMENT RECEIPT DZSCOUNT AHOUNT PAID DATE NOHBER INTEREST/PEN PAID (-) 05-12-2005 CDOOZZ81 858.42 16,$10.00 07-01-2005 CD002755 .00 9.87 TOTAL TAX CREDIT 17,178.29 BALANCE OF TAX DUEI .02CR INTEREST AND PEN. . O0 TOTAL DUE .02CR TF PAID AFTER DATE TNDICATED~ SEE REVERSE ( IF TOTAL DUE TS LESS THAN $1, NO PAYHENT ZS REQUTRED. FOR CALCULATION OF ADDTTTONAL INTEREST. TF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTTONS.) RESERVATZON: Estates of decadents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (callatara1) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commun.eaZth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the la.ful Class D (collateral) rata on any such futura interest. PURPOSE OF NOTZCE: To fulfill the requirements cf Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 9140). PAYNENT: Detach the top portion of this Notice and submit .ith your payment to the Register of #ills printed on the reverse side. --Hake check or coney order payable to: REGZSTEE OF NZLLS, AGENT REFUND (CR): A refund of a tax credit, ahich .as not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Nills, any of the Z$ Revenue District Offices, or by calling the special Z4-hour anseering service for forms ordering: 1-800-362-2050; services for taxpayers aith special hearing and / or speaking needs: 1-500-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied .ith the appraisement, allowance, or disalloaance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object eithin sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZDIOZ1, Harrisburg, PA 1712D-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADNIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in eriting to: PA Departaent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Ravia. Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sas page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (RE¥-1501] for an explanation of adeinistrativaly correctable errors. DISCOUNT: If any tax duo is paid within three [3) calendar months after the decedant's death, a five percent (52) discount of the tax paid is alloaed. PENALTY: The 152 tax amnesty non-participation penalty is computed on the total cf the tax and interest assessed, and not paid be~ora January 18, 1996, the first day after the end of the tax aenasty period. This non-participation penalty is appealable in the same manner and in the the sass time period as you .auld appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes .hich became delinquent before January 1, 19BZ bear interest at the rate of six (62) percent par annum calculated at a daily rate of .000164. A11 taxes ~hich becaee delinquent on and after January 1, 1982 #ill bear interest at e rate ,hich .ill vary free calendar year to calendar year eith that rata announced by the PA Department of Revenue. The applicable interest rates for 19DZ through Z003 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 Z02 .000548 1987 92 .000247 1999 72 .O00lgz 1983 162 .00043B 1988-1991 112 .000301 ZOO0 62 .000219 198q 112 .000301 1992 92 .000247 Z001 92 .000247 1985 132 .000356 1993-1994 72 .000192 ZOOZ 62 .000164 1986 102 .000274 1995-1998 92 .OOOZ~7 Z003 52 .000137 --Interest is calculated as folloes: /NTEREST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DELZNQUENT X DA/LY /NTEREST FACTOR --Any Notice issued after the tax becoeas delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is mads after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG, PA 17055 RE: Estate of RAMSEY JOANNE C File Number: 2003-00115 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. 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 will become delinquent on: 1/29/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 NameofDecedent: Joanne C. Ramsey Date of Death: January 29, 2003 Will No.: 21 - 03 - 0115 Admin. No.' Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the admin/stration 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: 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 ['RI b. The separate Orphans' Court No. (if any) for the personal representative's account is:.. o. Did the personal representative state an account informally to the parties in interest? Yes k--] No ~] c. Copies frece~p[s, releases, jomders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~ignature ANdrew C. Sheely, ESquire Name 127 South Market Street ¢~ P.O. Box 95 ~ ~_c~. Mechanicsburg, PA 17055 ~- ©cVS' Address u_{, _~ r~i_ (717) 697-7050 ~ ~ Telephone No. C%r~acity: ~ Personal Representative ~ Counsel for personal representative