The URL can be used to link to this page

Home My WebLink About03-0120PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as RAYMOND W. LONG Deceased. Social Security No. 174-05-2288 No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners are 18 years of age or older and the Executors named in the last will of the above decedent, dated July 16, 1987 and codicil(s) dated none. Evelyn M. Long predeceased on November 9, 2002. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 49 Red Tank Road, South Middleton Township. Decedent, then 91 years of age, died February 2, 2003, at Carlisle Regional Medical Center, Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: South Middleton Township, Cumberland County $ unestimated $ $ unestimated WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon.~ , ..,Z ~. ~,~ ~ [~. %2L Raymdg~t W. Long II 43 Red Tank Road 21 Hollinger Street Boiling Springs, PA 17007 Mt. Holly Springs, PA 17065 (717) 486-3016 (717) 486-5798 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioners above-named swears or affirm that the statements in the foregoing petition are tree and correct to the best of the knowledge and belief of petitioners and that as personal representatives of the above decedent, petitioners will well and truly administer the estate according to law. Swom to or affirmed and subscribed before me this ,~""' _ day of ..... 'r 7Z - -Register R/yn~hd w~. Lon~ II ~ Judith L. Bretzman No. 21-03-0120 Estate of Raymond W. Long, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, FEBRUARY 7, 2003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated July 16, 1987, described therein be admitted to probate and filed of record as the last will of Raymond W. Long, and Letters Testamentary are hereby granted to Raymond W. Long II and Judith L. Bretzman. A/K/A JUDITH ANN BRETZYk~dq. Will Book # Page FEES Probate, Letters, Etc. $ 115.00 Short Certificates(3 ) $ 9.00 llr~_lfil~(~ix'~h~ EXTRA PAGES 2 $ 6.00 JCP $ .00 TOTAL $ 140.00 Filed FEBRUARY 7, 2003 CALL ATTORNEY OTTO Ivo V. Otto III 27763 ATTORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 F:W1LES'~DATAFILEBESTAT ES\10788-1 petition. Itt 21-03-120 21-03-0120 OF RAYMOND W. LONG I, RAYMOND W. LONG, of South Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estaste, as soon as practicable after my death. 3. I give, devise and bequeath the remainder of my estate to my wife, EVELYN M. LONG. 4. Should my wife, EVELYN M. LONG, predecease me, then I give, devise and bequeath my estate as follows: (a) I give to my daughter, JUDITH ANN BRETZMAN, the sum of Ten Thousand ($10,000.00) Dollars; (b) After the foregoing specific bequest is made then I give the remainder of my estate to my children, RAYMOND W. LONG, II and JUDITH ANN BRETZMAN, in equal shares; 5. I nominate and appoint my wife, EVELYN M. LONG, as Executrix of this my Last Will and Testament; and as substitute Executors I nominate and appoint my children, OUDITH L. BRETZHAN and RAYMOND W. LONG, II. 6. I direct that my personal representative shall not be required to file bond or other security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of 3uly, 1987. $ E L Raymbnd~W. Long ..... SIGNE..D~ SEALED, PUBLISHED and DECLARED in ~,~e ~resence of: 2 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) : SS.: ) I, RAYMOND W. LONG, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by RAYMOND W. LONG, Testator, this iF~ day of July, 1987. Raymogx~W. Long~.Testa't~r~ Notary Public COMMONWEALTH OF PENNSYLVANIA ) : SS.: COUNTY OF CUMBERLAND ) We, JAMES D. FLOWER and JAMES D. FLOWER, JR. , the witnesses whose names are signed to the attach ed or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, RAYMOND W. LONG, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by JA~¢~. FLOWER and .~-. JAMER D. FT,~WW.R ,TR. this -eu,~. day of July, ~,987. Notary PubliC - - <z ;X'n F:\FILES\DATAFILE\ESTATES\ 10788- l.notice.cert CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Raymond W. Long Date of Death: February 3, 2003 File No. 21-03-120 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about February 5, 2003. Mr. Raymond W. Long, II 43 Red Tank Road Boiling Springs, PA 17007 Ms. Judith L. Bretzman 21 Hollinger Street Mt. Holly Springs, PA 17065 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: February 18, 2003 Name Ivo V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative F:\FI LES\DATAFILE\ESTATE$\ 10788-1 .notice.cert AMENDED CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Raymond W. Long Date of Death: February 2, 2003 File No. 21-03-120 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about February 18, 2003. Mr. Raymond W. Long, II 43 Red Tank Road Boiling Springs, PA 17007 Ms. Judith L. Bretzman 21 Hollinger Street Mt. Holly Springs, PA 17065 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: February 18, 2003 Signature Name Ivo V. Otto m, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative MARTSON DEARDORFF WILLIAMS ~ OTTO MDW ,LO INFORMATION · ADVICE · ADVOCACY TEN EAST HIgH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-3341 FACSIMILE (717) 243-1850 INTERNET www. mdwo.com April 29, 2003 ATTORNEYS & COUNSELLORS AT LAW WILLIAM E MARTSON JOHN B. FOWLER III EDWARD L. $CHORPP DANIEL K. DEARDORFF THOMAS J. WILLIAMS* IVO V. OtTo III GEORGE B. FALLER JR.* CARL C. RISCH MARK A. DENLINGER DAVID R. GALLOWAY ANTHONY T, LUCIDO *BOARD CERTIFIED CIVIL TRm~ SPECIALIST HAND DELIVERED Office of Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Estate of Raymond W. Long Estate No. 21-03-00120 Date of Death: February 2, 2003 Dear Clerk: Enclosed with this letter is estate check number 112 in the amount of $3,340.34 representing payment of Pennsylvania Inheritance Tax in the above-referenced estate. Will you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. Very truly yours, M~TSON DEARDORFF WILLIAMS & OTTO Ivo V. Otto m IVO/vlo Enclosures F:~F1LES\DATAFILE\ESTATES\FOKMS\10788-1 row intx payment INFORMATION · ADVICE * ADVOCACYTM COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002510 OTTO IVO V III ESQUIRE TEN EAST HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 174-05-2288 FILE NUMBER: 2103-01 20 DECEDENT NAME: LONG RAYMOND W DATE OF PAYMENT: 04/30/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/02/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,340.34 TOTAL AMOUNT PAID: $3,340.34 REMARKS: RAYMOND W LONG II C/O IVO V OTTO III ESQUIRE SEAL CHECK# 112 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV - 1~00 EX + (6~00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT IF OFF iCiALUSE ONLY ILE NUMBER 21 03 00120 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER LONG, RAYMOND W. 174-05-2288 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 02/02/2003 10/27/1911 REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 1. Original Return [] 4. Limited Estate [] 6. Decedent Died Testate (Attach copy of Wil~) [] 9. Litigation Proceeds Received [] 2. Supplemental Return ] 4a. Future Interest Compromise (date of death after 12-12-82) [] 7, Decedent Maintained a Living Trust (Attach copy of Trust) [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ] 3. Remainder Return (date of death pdor to 12-13-82) [] 5. Federal Estate Tax Return Required Cl~ 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) ~IS SECT ONMUST BE COMPLETED. ALL CQRRESPONDENCEI~D CONF DENT ~ T'~i~RM~.TION SHOULD BE D RECTED TO z; ',lAME Ivo V. Otto III, Esquire :IRM NAME (If applicable) Martson Deardorff Williams & Otto FELEPHONE NUMBER 717/243-3341 COMPLETE MAILING ADDRESS Ten East High Street Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) (10) 11. Total Deductions (total Lines 9 & 10) 12. 13. 14. 75,5~C, Non~ 14,560.4635 [!:i OFFICIAL USE ONLY (8) 95,899.59 17,762.89 78,136.70 78,136.70 13,106.36 4,656.53 (11) Net Value of Estate (Line 8 minus Line 11 ) (12) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 or transfers under Sec. 9116(a)(1.2) 16.Amount of Line 14 taxable at lineal rate x .045 17.Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .15 19. Tax Due 20. 78,136.70 (15) (16) 3,516.15 (17) (18) (19) 3,516.15 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 49 Red Tank Road CITY Boiling Springs STATE PA ZIP 17007 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 175.81 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 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. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 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 premise for life of either payments, benefits or care? .............................................................. 3,516.15 175.81 0.00 3,340.34 3,340.34 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. preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE ymond W. Long, I1, SIgNATUrE ~)F PERSON Ri~SPONSIBLE FOR FIL~ RETURN ADDRESS DATE F PREPA SENTATIVE ADDRESS IvY. Otto III, Esquire ~ ~ 43 Red Tank Road Boiling Springs, PA 17007 M Hollinger Street t. Holly Springs, PA 17065 Ten East High Street Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse 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. {}9118 (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. DATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER LONG, RAYMOND W. 21 - 03 - 00120 aAtll rea! prope~y owned solely or as a t.enant in comm, on must,be r.e, ported,, at fair mar. ket value. F,a, ir .m. ar, ket value ,is. defined as the price wnicn property would be exchanged between a willing ouyer ana a wimng sener, neither being compe.ed to ouy or selh Doth having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH Residence situate at 49 Red Tank Road, Boiling Springs, South Middleton Township, PA, known as 75,500.00 parcel No. 40-12-0342-008, being described in Deed dated March 12, 1956, recorded in Cumberland County, PA, Deed Book "A", Volume 17, Page 258, less conveyance therefrom, and being conveyed to Raymond W. Long and Evelyn M. Long. Evelyn Long died November 9, 2002. Value is actual sale price. (See settlement statement attached) TOTAL (Also enter on Line '1, Recapitulation) 75,500.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER LONG, RAYMOND W. 21 - 03 - 00120 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH PNC Bank account "Forethought" funeral account Proceeds from sale of household goods Real estate taxes, proration TOTAL (Also enter on Line 5, Recapitulation) 337.96 1,730.19 3,480.00 290.98 5,839.13 COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER LONG, R~YMOND W. 21 - 03 - 00120 This schedule must be completed and filed if the answer to any of questions 1 througt 4 on page 2 is yes. DESCRIPTION OF PROPERTY DATE OF DEATH % OF ITEM Include the name of the transferee, their relationship to decedent and the date of transfer. VALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed for real estate. INTEREST (IF APPLICABLE) 1 M&T checking//9830291341 account made joint in 20,560.4~ 100% 6,000.00 14,560.46 November, 2002, with Raymond W. Long, II (son), and Judith L. Bretzman (daughter). TOTAL (Also enter on line 7, Recapitulation) 14,560.46 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN REStDENT DECEDENT SCHEDULE H FUNERAL. EXPENSES& ADMINIS'IRATIVE COSTS ESTATE OF FILE NUMBER LONG, RAYMOND W. 21 - 03 - 00120 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER Bo FUNERAL EXPENSES: Hollinger Funeral Home, funeral expenses Mt. Zion Church, memoriam ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto, estimated Family Exemption: If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills, probate fee Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland Law Journal, advertising Letters Testamentary Sentinel, advertising Letters Testamentary 2,534.90 250.00 5,545.00 140.00 75.00 98.69 Total of Continuation Schedule(s) 4,462.77 TOTAL (Also enter on line 9, Recapitulation) 13,106.36 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Sched~e H Funeral Expemes & /~lmi~ ~ conlinued ESTATE OF FILE NUMBER LONG, RAYMOND W. 21 - 03 - 00120 4 5 6 7 8 9 10 11 12 13 14 15 Certified mailing, Department of Public Welfare Diversified Appraisal, real estate appraisal Roy D. Gottshall, auctioneer fees Roy D. Gottshall, commission on sale of real estate Met-Ed, electric service pending disposition of real estate Frank Slyder, snow removal pending disposition of real estate Waste Management, trash service pending disposition of real estate Aero Energy, fuel service pending disposition of real estate County of Cumberland, 1% of realty transfer tax Cumberland County Recorder of Deeds, copies of deeds Register of Wills, filing fee, Inheritance Tax Return Clarke American, checks for estate checking account Reserved for additional probate, filing fees and miscellaneous expenses 4.42 250.00 1,072.00 1,510.00 25.49 135.00 12.59 156.66 755.00 5.00 15.00 21.61 500.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER LONG, RAYMOND W. 21 - 03 - 00120 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER Met Ed, account payable Judy A. Campbell, 2003 real estate taxes Thomwald Home, account payable PharMerica, account payable Nurse Anesthetists of CRMC, account payable 13.50 161.26 4,288.48 183.20 10.09 TOTAL (Also enter on Line 10, Recapitulation) 4,656.53 REV-1513 EX+ (9-00) ~ SCHEDULE J COMMONWE^.T. OF PENNSV,VAN,A BENEFICIARIES ,NHE.,~^NCE ~X.ETU.N RESIDENT DECEDENT ESTATE OF FILE NUMBER LONG, RAYMOND W. 21 - 03 - 00120 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE Do Not List Trostaal[s) Io TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Raymond W. Long, II Son one-half residue 43 Red Tank Road, Carlisle, PA 17013 2 Judith A. Bretzman Daughter $10,000 + one-half 21 Hollinger Street, Mt. Holly Springs, PA 17065 residue Enter do~ar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET OMR NO. 2502-0265 A. ~ B. TYPE OF LOAN: U.~;. DEPARTMENT OP HOU~IING & URBAN D~=V~LOPMEN' , 1.[]FHA 2.~]FmHA 3.[~CONV. UNINg. 4. r~vA 5. [~coNv. INS. 6. FILE NUMBER: SETTLEMENT STATEMENT 200303241 J 7.031458298LOAN NUMBER: 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: Frank H. Greeohalgh and Christine B. Greenhalgh 1104 Regent Court Carlisle, PA 17013 SSN: 199-26-3973 201-36-6842 G. PROPERTY LOCATION: 49 Red Tank Road Boiling Springs, PA 17007 Cumberland County, Pennsylvania E. NAME AND ADDRESS OF SELLER: Raymond W. Long, II Judith L Bretzman H. SETTLEMENT AGENT: 25-1843560 Community Settlement Services, Inc. PLACE OF SETTLEMENT 1271 Eisenbower Blvd. Suite A Harrisburg, PA 17111 1,0 3/98 (200303241.PFDr20030324119) F. NAME AND ADDRESS OF LENDER: America's Wholesale Lender DBA Countrywide Home Loans J MSN-SV22, Po Box 10212 JVan Nuys, CA 91410-0212 I. SETTLEMENT DATE: April 11, 2003 J. SUMMARY OI- BORI~UW~-1~'6 1EAN6AC ! IUN 100. GROSS AMOUNT DUE FROM BORROWER: 101. Contract Sales Price 102. Personat Property 103. Settlement Charges to Borrower (Line 1400) 104. 105. Adjustments For Items Paid By Seller in advance 106. County/Town Tax 04/12/03 to 01/01/04 107. SchooITax 04/12./03 to 07101/03 108. Assessments to 109. 110. 111. 112. 120. GROSS AMOUNT DUE FROM BORROWER 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWEF 201. Deposit or earnest money 202. Principal Amount of New Loan(s) 203. Existing loan(s) taken subject to 204. 205. 206. 207. 206. 209. Adjustments For Items Unpaid By Seller 210. County/Town Tax to 211. School Tax to 212. Assessments to 213. 214. 215. 216. 217. 218. 219. 220. TOTAL PAID BY/FOR BORROWER 300. CASH AT SETTLEMENT FROM/TO BORROWER: 301. Gross Amount Due From Borrower (Line 120) 302. Less Amount Paid By/For Borrower (Line 220) 75,500.00 3,584.14 174.34 79,375.12 7,550.00 67,950.00 75,500.00 79,375.12 75,500.00 K. 6UMMAt~Y UP 6ELLI=I'~'6 ! t~ANSAU I ION 400. GROSS AMOUNT DUE TO SELLER: 401. Contract Sales Price 75,500.00 402. Personal Property 403. 404. 405. Adjustments/=or Items Paid By Se//er in advance 406. County/TownTax 04/12/03 to 01/01/04 116.64 407. SchcolTax 04112/03 to 07/01/03 174.34 408. Assessments to 409. 41U. r 411. 412. 420. GROSS AMOUNT DUE TO SELLER 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 501. Excess Deposit (See Instructions) 502. Settlement Charges to Seller (Line 1400) 503. Ex/sUng loan(s) taken subject to 504. Payoff of first Mortgage bum ~'ayorr or secon(3 Mortgage 506. Deposit retained by seller 75,790.98 507. 508. 509. A~ljustments /=or Items Unpaid By Seller 510. County/Town Tax to 511. $c~ool Tax to 512. Assessments to 513. 514. 515. 516. 517. 518. 519. ( 303. CASH( X FROM)( TO)BORROWER 3,875.12 603. CASH( X TO)( FROM)SELLER 520. TOTAL REDUCTION AMOUNT DUE SELLER 600. CASH Al- SE]ILEMENT TO/FROM SELLER: 601. Gross Amount Due To Seller (Line 420) 602. Less Reductions Due Seller (Line 520) 755.00 7,550.00 8,305.00 75,790.98 5,305.0(: 67,485.98 The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein. Borrower -"~'~Z.~' //~' .~-.~'.-~[¢.-~'./~/ Seller Raymond W. Long, ,,, and Judith L. Brezman. F_rank ". Greenhalgh' v., '. -/.~.~.~. ~- , Christine B. Greenhalg~ - ~ L. S~- t TLEMENT CHARGES 700~MMI SI N Based on Price -~---D~I$1Oi? 0 omrf~l$$1on Ine as o ows: $ ~ % PAID FROM PAiD FROM .'U1. 5 to BORROWER'S SELLER'S /U~. ~) tO FUNDS AT FUNDS AT . ommJsslon al a e emen SETTLEMENT SETTLEMENT §00, ITEM3 A A I N I L . pprama ee ~'6 . en ers nspec~on ee ~'~ · o gage ns. pp. ee . ssump Ion ee bg. Ug ~lg. L;ommltment tee to America's Wholesale Lenaer UUA L;ounlrywlae Home LO OUU.UL U1;5. 25.0C 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901.1nterest From 04111/03 to 05/01/03 @ $ 11.640000/day ( 20days 6.2500%) 232.80 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3.000 months @ $ 40.17 per month 120.51 1002. Mortgage Insurance 1.000 months @ $ 51.53 per month 51.53 1003. County/Town Tax 3.000 months ~ $ 13.71 per month 41.13 1004. School Tax 11.000 months ~ $ 67.64 per month 744.04 1005. Assessments months ~ $ per month 3UU~. months ~ ~, per monm 1007. months @ $ per month 1008. Aggregate Escrow Adjustment months @ $ per month -215.56 1100. TITLE CHARGES 1101. Settlement or Closing Fee to 1102. Abstract or Title Search to 1103. Title Examination to 1104. TiUe Insurance Binder to 105. Document Preparation to 1106. Notary Fees to Community Settlement Services, Inc. 10.0(; 1107. Attorney's Fees to (mC/Maes above i~em numbers: 1105. Title Insurance to Community Settlement Services 714.7~ (includes above item numbers: ) 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ 72.50; Releases $ 111.00 1203. State TaxJStamps: Revenue Stamps 755.00; Mortgage 755.00: 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to 1303. 1304. 1305. 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Sectio~ K)~/1/' 3,,.~584:'~1 755.00 Cedified to be a true copy. (200303241/200303241/9) Manufacturers and Traders Trust Company, 1100 Wehrle Drive. P.O, Box 767. Buffalo, NY 14240-0767 February 25, 2003 RE: Estate Search The Estate of: Date of Death (D.O.D.) To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which thc decedent's name appears: RAYMOND W LONG 2/02/2003 Account Account Number Account Title Opening Branch D.O.D. Accrued Interest Type Balances (Includes Accr. Int.) CHK 9830291341 RAYMOND W LONG 4331 $20,560.46 $.00 OPENED 11/02 RAYMOND W LONG II JUDY A BRETZMAN 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: 3 Authorized Signature OF RAYMOND W. LONG I, RAYMOND W. LONG, of South Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heret6fore made by me. 2. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estaste, as soon as practicable after my death. 3. I give, devise and bequeath the remainder of my estate to my wife, EVELYN M. LONG. 4. Should my wife, EVELYN M. LONG, predecease me, then I give, devise and bequeath my estate as follows: (a) I give to my daughter, JUDITH ANN BRETZMAN, the sum of Ten Thousand ($10,000.00) Dollars; (b) After the foregoing specific bequest is made then I give the remainder of my estate to my children, RAYMOND ~. LONG, II and JUDITH ANN BRETZMAN, in equal shares. 5. I nominate and appoint my wife, EVELYN M. LONG, as Executrix of this my Last Nill and Testament; and as substitute Executors I nominate and appoint my children, JUDITH L. BRETZMAN and RAYMOND W. LONG, II. 6. I direct that my personal representatiYe shall not be required to file bond or other security in any jurisdiction. IN WITNESS WHEREOF, I haYe hereunto set my hand and seal this /~i] day of July, 1987. RaymOnd, W. Long , :-- (SEAL) SIGNE~I~ SEALED, PUBLISHED and DECLARED in the bresence of: COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) : SS.: ) I, RAYMOND W. LONG, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by RAYMOND W. LONG, Testator, this ' ' day of July, 1987. ' '~' 'Long, ~estat.or ...... R~ymond,'W. ~?"' '-]~ ~"~ '" Notary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS.: We, JAMES D. FLOWER and JAMES D. FLOWER~ JR. , the witnesses whose names are signed to the aEtached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, RAYMOND W. LONG, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed tile Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by JA~ES P. FLOWER and .... ~ JAME.q D. FT,OWF. R~ JR -oun "' day of ~Uly, 1/987 '1 ~ ~ [ .... Wlth6s~ ~ Witness Notary PubZic this BUREAU OF ZNDZVZDUAL TAXES INHERITANCE TAX DIVIS/ON DEPT. 280601 HARRTSBURG, PA 17128-0601 CONNONNEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSNENT OF TAX REV-leVi7 EX AFP C01-05) lVO V OTTO HARTSON ETAL 10 E HIGH ST CARLISLE '03 ,JUN -6 All DATE 06-03-Z003 ESTATE OF LONG RAYNOND DATE OF DEATH 02-02-2003 FZLE NUHBER 21 03-0120 COUNTY CUHBERLAND ACN 101 Amoun~ Reel~ad HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF NILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF LONG RAYHOND N FZLE NO. 21 03-0110 ACN 101 DATE 06-03-Z003 TAX RETURN NAS: (X} ACCEPTED AS FILED { ) CHANGED RESERVAT]:ON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es*a*o (Schedule A) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~nersh/p Zn~eres~ (Schedule C) (3) 4. Hot,gages/No,es Receivable (Schedule D} 5. Cash/Bank Depos/~s/Nisc. Personal Propar~y (Schedule E) ($) 6. Jo/n~ly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXENPTZONS: 9. Funeral Expenses/Adm. Cos~s/N/sc. Expanses (Schedule H) (9) 10. Deb~s/Hor~gage L/ab/1/~/as/L/ens (Schedule Z) (10) 11. To,al Deduct/ons 12. Ne~ Value of Tax Re~urn 75z500 O0 O0 O0 O0 5~839.13 O0 lq;560 q6 (8) 13,106.36 ~,656.53 (11) (12) 15. NOTE: ASSESSNENT OF TAX: 15. Amoun~ of L/nm 14 a~ Spousal re~e 16. Aeoun* of Line 14 ~axable a~ L/noel/Class A ra*e 17. Aeoun~ of L/nm 1~ a~ S/bl/ng re~e 18. Aeoun~ of L/ne 14 ~axable a~ Collateral/Class B ra~e 19. Pr/nc/pal Tax Due TAX CREDZTS: PAYMENT R~CEZPT DZ$COUNT (+) BATE NUNBER ZNTEREST/PEN PAZD (-) 0~-30-2003 CD002510 175.81 Char/~able/Governeen~:al Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) Ne~ Value of Es~a~:e Subjec~ ~o Tax (14) :If an assessment ~as issued previously, llnes 1~, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. NOTE: To /nsure proper crad/~ ~o your account, sube/~ ~he upper por~/on of ~h/s form ~/~h your ~ax payment. 95,899.59 17.762.89 78,136.70 XF PAXD AFTER DATE XNDXCATED, SEE REVERSE FOR CALCULATXON OF ADDXTXONAL XNTEREST. .00 78,136.70 18 and 19 will IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT IS RE~UZRED. TOTAL DUE IS REFLECTED AS A 'CREDZT' (CR), YOU NAY BE DUE REFUND. SEE REVERSE S/DE OF THZS FORH FOR ZNSTRUCTZONS.) TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 3,3~0.3~ ANOUNT PAZD 3,516.15 .00 .00 .00 (15) .00 x O0 = .00 (16) 78,136.70 x OR5= 3,516.15 (17) .00 X 1Z = .00 (lB) .00 x 15 : .00 (19)= 3,516.15 RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NUTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADHZN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (TI P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices, ar by calling the special Z~-hour ensnaring service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~47-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --mritten protest to tho PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17126-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page S of tho booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum caIcuIatad at a daily rate of .00016~. All taxes which became delinquent an and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by tho PA Department of Revenue. The applicable interest rates for 198Z through ZOOS are: Interest Daily Interest DaiXy Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .0005~8 1987 9Z .O00Z~7 1999 7Z .000192 1983 16Z .000~$8 1988-1991 X1Z .000501 ZOO0 8Z .OOOZ19 198~ 11Z .goo301 199Z 9Z .O00Z~7 ZOOZ 9Z .0002~7 1985 13Z .000356 1993-199q 7Z .OOO19Z ZOO2 6Z .00016~ 1986 IOZ .000Z74 1995-1998 9Z .000247 2005 51 .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculated. REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: Raymond W. Long Date of Death: February 2, 2003 File No.: 21-03-120 Social Security No.: 174-05-2288 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: 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: Did the personal representative file a final account with the Court? Yes No X The separate Orphans' Court No. (if any)for the personal representative's account is: Did the personal representative state an account informally to the parties in interest? Yes X No Date: August 18, 2003 F:~FILES\DATAFILE\ESTATES\ 10788-I .srep 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. Signature: Name: Address: ~v~ V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative