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HomeMy WebLinkAbout03-0371PETITION FOR PROBATE and GRANT OF LETTERS Estate of PATRICIA ANN SCHON ~,g~ also known as PATRICIA A. SCHON,Deceased. To: Social Security No. 170 - 26 - 2423 Register of Wills o~-O~"~lr~ County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is one of the personal representatives named in the last will of the above decedent, dated June 11, 1998. Decedent was domiciled at death in BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, with her last family or principal residence at 700 WALNUT BOTTOM ROAD, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA 17324. Decedent, then 69 years of age, died APRIL 23, 2003 at CARLISLE REGIONAL MEDICAL CENTER, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA 17013. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 2,500.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania situated as follows: $ TOTAL $ 2,500.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. NEW BLOOMFIELD PA 17068 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : The petitioner above-named swears that the statements in the foregoing petition are true and correct to the best of the knowledge of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to and subscribed ~/'~ £~. C/,,.. /-J)' before me this ~8~ay of MARK HI EMICK  2003. ~nna M. Otto,lstReg,ster' ~-~> . .O ~puty Estate of PATRICIA ANN SCHON, ~a PATRICIA A. SCHON, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, April 29th , 2003, in consideration of the petition attached hereto, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated June 11, 1998, described therein, be .admitted to probate and filed of record as the last will of PATRIClA ANN SCHON, aka~ PATRIClA A. SCHON, and Letters Testamentary are hereby granted to MARK H. EMICK. Register of Wills Donna M. (~1~), 1st Deputy FEES Probate, Letters, Etc. Short Certificates (5) Renunciation x-Pa~es ~2) Filed:4/29/03 Total $ 25.00 15.00 $, 6.00 $, 10.00 $ 56.00 Carlisle, PA 17013 717-243-6090 Called Attorney on 4/29/2003 21-2002-0371 WILL AND TEST_4M NT I, PATRICIA A. SCHON, of 1 West Penn Street, Apartment 226, Carlisle, Cumberland County, Pennsylvania 17013, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representatives to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. 2. I authorize and empower my personal representatives to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representatives are authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representatives. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint and Mark H. Emick to be the personal representative of my estate, to serve without bond. If he cannot or does not serve, I nominate and appoint Michael D. Emick to be the substitute personal representative, with the same powers and also without bond. 5. I suggest that my personal representatives retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this of June, 1998. day PATRICIA A. SCHON (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, PATRICIA A. SCHON, CAROL S. RUSS and HEATHER A. BARBOUR, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. PATRICIA A. SCHON CAROL S. RUSS HEATHER A. BARBOUR COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND : Subscribed, swom to and acknowledged before me by PATRIClA A. SCHON, the testatrix herein, and subscribed and sworn/~o~ before me by CAROL S. RUSS and HEATHER A. BARBOUR, witnesses, this // day of June, 1998. Notarial Seal Harold ~. Irwin III, Notary Public Carlisle Boro Cumberland County My Comm sslon Expires Sept. 14, 1§98 M~mber= Pen~ylw,~ni~ h, ae,~l~ ~f o~-r~ Public CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: PATRICIA ANN SCHON, aka PATRICIA A. SCHON APRIL 23, 2003 2003 -00371 Admin. No. 21 - 03 - 00371 I certify that notice of beneficial interest or estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 19, 2003: Name MARK H. EMICK MICHAEL D. EMICK Address RR 2 BOX 75 NEW BLOOMFIELD PA 17068 2147 DELPHOSE DR ERIE PA 16507 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE May 19, 2003 "H~RE~ 35 East High Stree'~ 201 Carlisle, PA 17013 717-243-6090 Attorney for Estate of PATRICIA A. SCHON 9~:[d 6[ ~,~t~ £0. REV,. 1500 E~,(6-00) I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) SCHON, PATRICIA A. DATE OF BIRTH OCTOBER 20, 1933 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF DEATH APRIL 23, 2003 OFFICIAL USE ONLY FILE NUMBER 21 03 0371 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 170 - 26 - 2433 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER X 1. Original Return 2. Supplemental Return __ 4. Limited Estate __ 4a. Future Interest Compromise (for dates of death after 12-12-82) X 6. Decedent Died Testate __ 7. Decedent Maintained a Living Trust 3. Remainder Return (dates of death pdor to 12-13-82) __ 5. Federal Estate Tax Return Req __ 8. Total No. of Safe Deposit Boxes (Attach copy of Will) EX. A (Attach copy of Trust) __ 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax (Sec. 9113(A)) ~ betwe (Attach Sch O) NAME I COMPL~ ~ b MAILING ADDRESS HAROLD S. IRWIN, III I 35 EAST HIGH STREET, SUITES 201/202 TELEPHONE NUMBER CARLISLE, PA 17013 717-243-6090 I 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) (4) 5. Cash, Bank Dep & Misc Personal Property (Sched E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers / Misc. Property(Schedule G) (Schedule L) (7) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Sched H) (9) 10. Debts, Mortgage Liabilities & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 0.00 0.00 0.00 0.00 5,264.54 0.00 ql~'_~ FICIAL USE ONLY · ;; 4,378.50 1,255.89 (8) (11) (12 (13) (14) 5,264.54 5,634.39 (369.85) 0.00 (369.85) 15. Amount of Line 14 taxable at the spousal rate 16. Amount of Line 14 taxable at lineal rate $ 17. Amount of Line 14 taxable at sibling rate $ 18. Amount of Line 14 taxable at collateral rate $ 19. Tax due x. : (15) x .045 = (16) x .12 = (17) x .15 = (18) (19) REV-1500 EX (6-00) I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28O6O1 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) SCHON, PATRIClA A. DATE OF BIRTH I DATE OF DEATH OCTOBER 20, 1933 I APRIL 23, 2003 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST AND MIDDLE INITIAL) ~ SOCIAL SECURITY NUMBER I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT X 1. Original Return __ 2. Supplemental Return OFFICIAL USE ONLY FILE NUMBER 21 COUNTY CODE SOCIAL SECURITY NUMBER 170 - 26 - 2433 O3 YEAR 0371 NUMBER 6. Jointly Owned Property (Schedule F) (6) 7. Transfers / Misc. Property(Schedule G) (Schedule L) (7) 5,264.54 0.00 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Sched H) 10. Debts, Mortgage Liabilities & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Amount of Line 14 taxable at the spousal rate (9) (10) 4,378.50 0.00 x .~ = (15) (8) (11) 4,378.50 (12 886.04 (13) 0.00 (14) 886.04 5,264.54 18. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax due $886.04 x .045 = (16) $ x .12 : (17) $ x .15 = (18) 39.87 (19) 39.87 1. Real Estate (Schedule A) (!) 0.00 2. Stocks and Bonds (Schedule B) (2) 0,00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0,00 4. Mortgages and Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Dep& Misc Personal Property (Sched E) (5) OFFICIAL USE ONLY __ 4. Limited Estate __ 4a. Future Interest Compromise (for dates of death after 12-12-82) -- X 6. Decedent Died Testate __ 7. Decedent Maintained a Living Trust (attach copy of Will) EX. A (Attach copy of Trust) -- __ 9. Litigation Proceeds Received __ 10. Spousal Poverty Credit (date of death 11. Election to tax (Sec. 9113(A)) ~ between 12-31-91 and 1-1-95) (Attach Sch O) 717-243-6090 3. Remainder Return (dates of death prior to 12-13-82) 5. Federal Estate Tax Return Req 8. Total No. of Safe Deposit Boxes De~eden't's Complete Address: STREET ADDRESS I W PENN ST APARTMENT 226 I CiTY I STATE ZiP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page I Line 18) 2. Credits I payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1; Total Credits (A+B+C) (2) 3. Interest / Penalty if applicable D, Interest E. Penalty Total Interest/Penalty (D+E) 4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (3) (4) (5) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (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 1. Did decedent make a transfer and: Yes No a. retain the use of income of the property transferred; ................................... X b. retain the right to designate who shall use the property transferred or its income; ~ X. c. retain a reversionary interest; or ........................................................................... d. receive the promise for life of either payments, benefits or care? ............................... X_ 2. If death occurred on or before December 123, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death N/A without receiving adequate consideration? .................................................................... 3. Did decedent own an "in trust for" or payable upon death bank account or security X. at his or her death? ...................................................................................................... 4. Did decedent own an individual retirement account, annuity, or other non-probate property? ...... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than personal representative is based on all information of which preparer has any knowledge. S,GNAT RE OF PER ON PONS, LE FOR F,L,NG RETURN ADDRESS~ RR~2 B_~.OX'75, NEW BLOOMFIELD, P~17068 JUNE ~ ,2003 s~THAN PERSONAL REPRESENTATIVE DATE ~HIGH STI~EET, CAI~LISLE, PA 17013 JUNE ~, 2003 .... '" -J - -- rate the net value of transfers to or for the use of the For dates of death on or after ao~y 1. 1994 and before January 1 1995, the tax imposed on surviving spouse is 3% [72 P.S. Section 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. Section 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. Section 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. Section 9116 (1.2)[72 P .S. Section 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. Section 9116 (a)(1.3)]. A sibling is defined, under Section 91.02. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. - ~ REV-1502 EX + (12-85) COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN RESIDENT DECEDENT REAL ESTATE ESTATE OF FILE NUMBER PATRICIA A. SCHON , 2003 - 0371 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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. ITEM NUMBER DESCRiPTiON NONE TOTAL (Also enter on Line 1, Recapitulation) VALUE AT DATE OF DEATH NONE (If more space is needed, insert additional sheets of same size.) REV-1503 EX + (4-86) COMMONWEALTH OF PENNSYLVANIA SCHEDULE B INHERITANCE TAX RETURN RESIDENT DECEDENT STOCKS AND BONDS ESTATE OF PATRIClA A. SCHON (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) FILE NUMBER 2003 - 0371 ITEM NUMBER NONE DESCRIPTION TOTAL (Also enter on Line 2, Recapitulation) VALUE AT DATE OF DEATH NONE (If more space is needed, insert additional sheets of same size.) REV-1504 EX + (3-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PATRICIA A. SCHON ITEM NUMBER SCHEDULE C CLOSELY HELD STOCK PARTNERSHIP AND PROPRIETORSHIP FILE NUMBER 2003-0371 DESCRIPTION ~ VALUE AT DATE OF DEATH TOTAL (Also enter on Line 3, Recapitulation) NONE NONE (If more space is needed, insert additional sheets of same size.) REV-1507 EX + (6-86) COMMONWEALTH Of PENNSYLVANIA SCHEDULE D INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGES AND NOTES RECEIVABLE ESTATE OF PATRICIA A. SCHON (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) FILE NUMBER 2003 - 0371 ITEM NUMBER DESCRIPTION NONE TOTAL (Also enter on Line 4, Recapitulation) VALUE AT DATE OF DEATH NONE (If more space is needed, insert additional sheets of same size.) REV-1508 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY FILE NUMBER PATRICIA A. SCHON (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) 2003 - 0371 ITEM DESCRIPTION NUMBER 1. PNC BANK- Checking Account No. 5003903005 (Value based on bank statement attached as Exhibit "B") 2. PNC BANK - Money Market Account No. 5003814264 (Value based on bank statement attached as Exhibit "C") 3. 1987 AUDI 500 AUTOMOBILE ( Value based on Kelley Blue Book Valuation attached as Exhibit "D") 4. HOFFMAN-ROTH FUNERAL HOME, INC. - Prepaid Funeral Fund TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH $ 345.47 1,450.64 1,896.00 1,572.43 $ 5,264.54 (If more space is needed, insert additional sheets of same size.) REV-1509 EX + (12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PATRIClA A. SCHON SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 2003 - 0371 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. Jointly-owned property: ITEM L~- I I ~-~ DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR NO. FOR MADE VALUE % INT. VALUE O JOINT JOINT OF ASSET DECEDENT'S TENANT INTEREST NONE I u i-AL (Also enter on Line 6, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1510 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTERVIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER PATRIClA A. SCHON 2003 - 0371 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM DESCRIPTION OF PROPERTY DATE OF NUMBER Include name of the transferee, their relationship to decedent, date of transfer DEATH % OF EXCLUSION TAXABLE VALUE OF DECD'S (if applicable) VALUE ASSET INTEREST TOTAL (Also enter on Line 7, Recapitulation) NONE (if more space is needed, insert additional sheets of same size.) REV-1511 EX + (7-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ITEM DESCRIPTION NUMBER AMOUNT A. Funeral Expenses: 1. HOFFMAN-ROTH FUNERAL HOME, INC. 3,787.50 2. B. Administrative Costs: 1. Personal Representative Commissions: Social Security Number of Personal Representative:: Year Commissions Paid: 2. Estimated Total Attorney Fees: HAROLD S. IRWIN, III 500.00 3. Family Exemption: Claimant Relationship Address of Claimant at decedent's death: Street Address City State Zip Code 4. Probate Fees: REGISTER OF WILLS 56.00 C. Miscellaneous Expenses: 1. REGISTER OF WILLS - File Inventory and Appraisement 25.00 2. HAROLD S. IRWIN, III - Notary Fees 10.00 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. TOTAL $ 4,378.50 (If more space is needed, insert additional sheets of same size.) REV-1512 EX + (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PATRIClA A, $CHON SCHEDULE I I DEBTS OF DECEDENT, MORTGAGES, LIABILITIES AND LIENS FILE NUMBER 2OO3 - 0371 M & T BANK- Unpaid Credit Account Balance ITEM DESCRIPTION AMOUNT NUMBER 1. $1,255.89 TOTAL (Also enter on Line 10, Recapitulation) $1,255.89 (If more space is needed, insert additional sheets of same size.) REV-1513 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PATRICIA A. SCHON S~;HEDULE J BENEFICIARIES I FILE NUMBER 2003 - 0371 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. MARK H EMICK SON 50% RESIDUE RR2 BOX 75 NEW BLOOMFIELD PA 17068 2. MICHAEL D EMICK SON 50% RESIDUE 2147 DELPHOSE DR ERIE PA 16507 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequests: NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Line 13, Recapitulation) $ NONE (if more space is needed, insert additional sheets of same size.) EXHIBIT "A" lAST WILL AND TESTAM_ NT I, PATRICIA A. SCHON, of 1 West Penn Street, Apartment 226, Carlisle, Cumberland County, Pennsylvania 17013, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representatives to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. 2. I authorize and empower my personal representatives to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representatives are authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representatives. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint and Mark H. Emick to be the personal representative of my estate, to serve without bond. If he cannot or does not serve, I nominate and appoint Michael D. Emick to be the substitute personal representative, with the same powers and also without bond. 5. I suggest that my personal representatives retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this of June, 1998. day PATRICIA A. SCHON (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, PATRICIA A. SCHON, CAROL S. RUSS and HEATHER A. BARBOUR, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. PATRICIA A. SCHON CAROL S. RUSS HEATHER A. BARBOUR COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND · Notarial Seal Harold ~. Irwin III, Notary Public Cadisle Boro, Cumberland County My Commission Expires Sept, 14, 1998 Subscribed, sworn to and acknowledged before me by PATRIClA A. SCHON, the testatrix herein, and subscribed and sworn/,~o before me by CAROL S. RUSS and HEATHER A. BARBOUR, witnesses, this /// day of June, 1998. ~l~ot~r~ Public EXHIBIT "B" Page: 1 Document Name: untitled STMT CO 40 OP ACTION PAGE PROD CODE DDA ACCOUNT ACTN STFD 1 THF TRANSACTION STATEMENT FORMAT 03/05/21 11.13.16 MS 50861 LAST PAGE OF TRANSACTIONS 5 SEARCH FROM 03/02/24 THRU 03/05/08 5003903005 SHORT NAME SCHON PATRICIA A POST EFFECTIVE CHECK NUMBER TRAN AMOUNT D/C BALANCE TRACE ID DESCRIPTION * 04/09 0360 197.80 D 461.55 024867726 CHECK 360 REFERENCE NO. 024867726 * 04/11 0359 60.00 D 401.55 024279993 CHECK 359 REFERENCE NO. 024279993 * 04/11 0361 50.00 D 351.55 027604006 CHECK 361 REFERENCE NO. 027604006 * 04/11 0358 6.08 D 345.47 024275651 CHECK 358 REFERENCE NO. 024275651 * 04/22 345.47 D .00 I-GEN103042200001956 TRNSFR FR INTEREST CHECKING * 04/22 345.47 C 345.47 I-GEN103042200001957 TRNSFR TO FREE CHECKING 05/08 181.95 D 163.52 00020031274131255 5745009891 0503 INS. PREM UNITED AMERICAN PF: 4-TOP 5-BOTTOM 6-INQ 7-SB 8-SF 9-ASUM 10-TRIG ll-CUTO 12-XTFD -STSM Date: 5/21/2003 Time: 11:13:50 AM EXHIBIT "C" Page: 1 Document Name: untitled STMT CO ACTION PROD CODE DDA ACTN STFD 1 THF TRANSACTION STATEMENT FORMAT 03/05/21 11.12.25 40 OP MS 50852 ACTION COMPLETE PAGE 1 SEARCH FROM 03/02/27 THRU 03/04/23 ACCOUNT 5003814264 SHORT NAME SCHON PATRICIA A POST EFFECTIVE CHECK NUMBER TRAN AMOUNT D/C BALANCE TRACE ID DESCRIPTION 02/27 I-GEN103022700002437 FUNDS TRANSFER TO 03/24 I-GEN103032400005844 INTEREST PAYMENT 04/23 .44 I-GEN103042300005788 INTEREST PAYMENT 04/23 8.00 I-GEN103042300005789 CALCULATED SERVICE CHARGE 04/23 8.00 I-GEN103042300005790 FIRST CYCLE PARTIAL WAIVE 154.78 D 1,449.64 ACCT 5003903005 .56 C 1,450.20 C 1,450.64 D 1,442.64 TYPE Mi C 1,450.64 PF: 4-TOP 5-BOTTOM 6-INQ 7-SB 8-SF 9-ASUM 10-TRIG l l-CUT~A~TFD -STSM Date: 5/21/2003 Time: 11:13:03 AM EXHIBIT "D" Kelley Blue BookUsed Car Values Page 1 of 2 Blue Book Used Car Retail Report Pennsylvania · June 2, 2003 L~e 1987 Audi 5000 S Sedan 4D Engine: 5-Cyl. 2.2 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 130,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Buy a Used Car Free Lemon Check Auto Loans from 3.89% APR Insurance Quote Warranty Quote Payment Calculator Find this car on eBay Motor.~ Cruise Control AH/FH Stereo Power Seat Retail Value $1,870 The Kelley Blue Book Suggested Retail Value represents the amount an auto dealer might ask for a specific vehicle. The Suggested Retail Value is a starting point for negotiation therefore the actual sale price will vary. Popularity, condition, warranty, color and local market conditions will be factors involved in determining a final price. This retail value is not a trade-in or private party value. This Suggested Retail Value assumes that the vehicle has been fully reconditioned and has a clean title history. The Suggested Retail Value also allows for advertising, sale commissions, insurance and other costs of doing business as a dealer. Host vehicles being offered at this price have passed an inspection and some may carry a warranty. Get a Private Party Value Get Invoice & MSRP on New Cars Get Financing Before You Shop Copyright © 2003 by Kelley Blue Book Co., All Rights Reserved. May-.lun 2003 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the Inventory of the real and personal estate of PATRICIA A. SCHON, deceased 1. PNC BANK- Checking Account No. 5003903005 345 47 2. PNC BANK- Money Market Account No. 5003814264 1,450 64 3. 1987 AUDI 500 AUTOMOBILE 1,896 00 4. HOFFMAN-ROTH FUNERAL HOME, INC.- Prepaid Funeral Fund 1,572 43 TOTAL $ 5,254 54 COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND : MARK H. EMICK, being duly sworn according to law, deposes and says that he is the executor of the estate of PATRICIA A. SCHON, late of Carlisle Borough, Cumberland County, Pennsylvania, deceased, and that the within inventory made by him, the said executor, of the entire estate of said decedent, consisting of all of the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the inventory represent its fair value as of the date of decedent's death. Swo.rn topnd subscribed before me ' ~l t('~,,lI-L l'-t- C.-. i.,,._- ,~ dt~/of June, 2003. MARK H. EMICK Executor C."~-"' '-""-'" - ti .~o~, ~. ,.w,.. :::..o'r,v,¥.u.uc I ~.L~_~E__~RouGH, C00,T~ 0f CU~I 23 '~P~ 2003 Date of Death: Year Day Month INSTRUCTIONS 2. 3. 4. An inventory must be filed within three months after appointment of personal representative. A supplemental inventory must be filed within thirty days of discovery of additional assets. Additional sheets may be attached as to personalty or realty. See Article IV, Fiduciaries Act of 1949. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280&01 HARRISBURG, PA 17128-0~;01 HAROLD S IRWIN III STES 201/202 $5 E HIGH ST CARLISLE PA 17013' COHNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOT[CE OF INHERITANCE TAX APPRA[SEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 12-22-200:5 ESTATE OF SCHON DATE OF DEATH 04-2:5-200:5 FILE NUMBER 21 0:5-0571 COUNTY CUMBERLAND ACN 101 Amount Remitted REV-1547 EX AFP (01-05) PATRICIA MAKE CHECK PAYABLE AND REMIT PAYMENT TO= REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 A CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS -.~ REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHON PATRICIA A FILE NO. 21 0:5-0:571 ACN 101 DATE 12-22-200:5 TAX RETURN gAS: (X) ACCEPTED AS FILED C 3 CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A3 (1) 2. Stocks and Bonds CSchedule B} C2) $. Closely Held Stock/Partnership Interest CSchedule C~ ~. Mortgages/Notes Receivable CSchedu/e D) 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 6. Jointly Owned Property CSchedule F} 7. Transfers CSchedule G} 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/M/sc. Expenses CSchedule H} 10. Debts/Mortgage Liabilities/Liens CSchedule I} C10} 11. Total Deductions 12. Net Value of Tax Return .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion .00 of this form w/th your tax payment. .00 4,378.50 15. lq. NOTE: ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate C15} 16. Amount of Line 1~ taxable at Lineal/Class A rate C16} 17. Amount of L/ne lq at Sibllng rate C17} 18. Amount of Line 14 taxable at Collateral/Class B rate C18> 19. Princi=a! Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID 5,264.54 · O0 X O0 = . O0 · 00 X 045= .00 · O0 X 12 = · O0 · O0 X 15 = . O0 C19}= · O0 AMOUNT PAID IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J} (15} .00 Net Value of Estate Subject to Tax Clq} 369.85- If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. [F TOTAL DUE IS REFLECTED AS A "CREDIT" CCR}, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS.) reflect figures that lnclude the total of ALL returns assessed to date. 1 ~255.89 cz[} B.~R6.59 ¢[2} :569.85- RESERYATION4 Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE= PAYHENT~ REFUND (CR): OBJECTIONS= ADHIN- ISTRATIVE CORRECTIONS= DISCOUNT= PENALTY INTEREST= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 9140). Detach the top portion of this Not/ce and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGIST~ OF #ILLS) AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Nills, any of the 25 Revenue D/strict Offices, or by calling the special 24-hour answering service for forms ordering= 1-800-$62-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-$020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must obSect within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Res/dent Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (SX) discount of the tax paid is allowed. The 15~ 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 ind/cated on this notice. Interest is charged beginning w/th 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, 1982 bear interest at the rate of six (6~) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after Januar~J 1, ]982 will bear interest at a rate which will var~ from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are= Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yea.~ Rate Factor 1982 20~ .000548 1987 9~ .000247 1999 7~ .000192 1983 16~ .000458 1988-1991 11~ .000501 2000 8~ .000219 1984 11~ .O00~Ol 1992 9~ .000247 2001 9~ .000247 2002 6~ .000164 1985 15~ .000356 1993-1994 7~ .000192 2005 5~ .000157 1986 10~ .000274 1995-1998 9~ °000247 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1.5) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6. t2 Name of Decedent: PATRICIA A. SCHON Date of Death: APRIL 23, 2003 Will No. 21- 03 - 0371 Admin No. 2103 - 0371 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 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 July 29, 2004 The separate Orphans' Court No. (if any) for the personal representative's account is: N/A Did the personal representative state an ac'-~nt in~rmall~,'.~.~ the parties in interest? Yes X No Copies of receipts, releases, joinders and ~PProvai,~ of f0~:al or informal accounts may be filed with the Clerk'~of the ~'phan~ .Gourt and may be attached to this report. ~.,'i:~' i'"'~ Harold S. Irwin, III Attorney for Estate of P~A. SCHON 64 South Pitt Street Carlisle, PA 17013 717-243-6090 ~~- ~~~~~o~ F.EC_STEr. OF ~~i? LS Gr - ~~~~'` ~;. ~ ~ ,?. t ~ ! CCiL:vTY, P~-'~~`SYLV. ,\ 1`131112 GI DCCedei?t: _,J Date o: Death: L//~~ /D~ , File i`;u!::be,.. ~3 "~ ~~ ~~ a ~ii$u:iii~ w a v. v.~.. a~uav v.aa., I . rv, t :~ •O1a!r? u; ttl? i'_C~^?c_` rn ('.r1T~ :Siri~ C?f t ~~"1~i111~1'3t101? Oi the above-captioned estate: . 1. State whether ac~a??inistration of the estate is complete :.................... 0'~'es ~No 2. If the answeris lv'o, state when the personal representative reasonably believes that the adlministration will be comple~~. 3. If the ai?saver to 1~'0. l is YES, state tl?e follo«•in;: a. Did the personal representative file a f nal~acceunt with the Court? ....... (~~'es ~ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal rep!esentative slat;, an account info!n?aliy to the parties in interest? .:.................:........... `' (~~~es ONo d. Copies of receipts, releases, joinders and approvals of formal or i!?forma] acaoun4s maybe filed with the Clerlc of the O!p':~aa,' Court and may be at<ached t •~ report. /~ ~/~ ~ ~~ Dort • ~ p __ Si~nnr.:re of ?er;on Ftir:g tint Fam v ~ , .: _ ;. N s 4 a- ~ . Capac;ty:Personal Representative ~ IC~unsel ~ ,r 1 ~ ~ ~ t`:mre oJPa'son Filirgthis tarot ~~ ~~ ~~ '~ V o [1.. t.Y.., ~ ~ .1 ddress ~ ~~~s~ ~ ~ ° `3 ~. o N / ~~ / ~/~ _ /_ (/ rd~2r i:pn2 ',, `~~~~~~ i~.EC1STER OF ~^i;'.LS Gr n-'~~~` COL~:vTY, Pl:',;~;SYi ~V~,\ia- Name of Decede,lt: _ L" ~ ~~ File i`iu.::ber:_~~ '~ i0 J ~2~ Date o`D~atll: iltiiJU?i r r D.. fl.~. D. 1 i. 17 T ~~t til? f~llnittino ts:itl. _'~C•~a;~` 1r1 (1ftM ~~?`IOn C?f tli~ 2Li1?i71L'.tr3t10n 0"i iit ~v • u. v i~uae v. a s, . reYv _ .., j. the above-ca;~tioned estate: 1. State whether administration of the estate is complete :...................: ('~ ~'es ~No 2. If the answeris ; Io, state when the personal representative reasonably believes that the administration will be coniple~e. 3. If the ailswer to lv'o. l is YES, state tie follo~~,~in~: a. Did the personal representative ~ le a fnal~acceunt with the Court? ...... QYes ~No b. The separate Orphans' Court No. (if any) for the person~:l representative's account is: c. Did the personal representative stag an account . .. 11 ~-•~ .......... :'es No lnfolma.,y to the parties in inter_~~ . .:.................: . d. Copies of receipts, releases, joil.ders and approvals of folTnzl or infon-nal accounts maybe filed with the Clerlc of the Orphans' Court alld maybe afiached t ~~ repdrC. . 0 Si~nrr:re of ?er;on Fiiirg titir Form ', t tV a ~V` . ~r ~~ ,, Capac;ty: Personal Rep:•esentativej ~Counse] ,~ ,_ CL 0~~~, , - ' °- > x ~ {t Plnr.:e o~Pasan Fili~' Foru~~` n~ ~/ ~~ t: ,.~.u - W ,-- E1- t :7 i-- C~ d ~ adch•ess ~~, ~~~ g ~~ - 1'CiepSont