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03-0155
PETITION FOR PROBATE and Estate of William W. Musser No. also known as To: GRANT OF LETTERS Deceased. Social Security No. 189-18-720~ The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last wilt of the above decedent, dated November and codicil(s) dated None Register of Wills for the County of Cumberland Commonwealth of Pennsylvania in the named 2002 (stale relevant circumslances, e.g. renunciation, death of executor, cie.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h. is last family or principal residence at 17 Scarsdale Drive, Camp Hill, Lower Allen Township (list street, number and muncipality) Decendent, then 78 years of age, died February 11 2003 at Holy Spirit Hospital, Camp Hill ' --' 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: Decendent 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: I 7 :5'cta.rq30~/-~ 1 rq. ooo..a~.3' WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) 'u O William A. Musser 4751 Maple Shade Drive Harrisburg, PA 17110 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF Cumberland ) SS The petitioner(s) above-named swear(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~d truly adminjxter the ~tate according to law. Sworn to or affir~ and subscribed ~ before me t~ ~ day of ~ ~' No. 21-2003-155 Estate of WILLIAM W. MUSSER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW Februarg 24th I~: 2005 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 Novomhe_r ?0th, 200'2_ described therein .be admitted to probate and filed of record as the last will of WILLIAM W. MUSSER ; and Letters TESTAMENTARY WILLIAM A. MUSSER are hereby gran[ed to FEES Probate, Letters, Etc .......... $__305.00 Short Certificates{ 8) .......... $_ 24.00 ................ ,- $ 10.0O, JCP -- - TOTAL __ $ 342.00 Filed F, .e.b..rU...az~..2..4.t.h.,.2. OQ.3. ........... 1st Deputy ' 2'~ '~--~-~ Terrence J. Kerwin, Esquire #29922 ATTORNEY (Sup. Ct. I.D. No.) 4245 Route 209 ADDRESS Elizabethville, PA 17023 PHONE (717) 362-3215 MAILED LETTERS TO ATIDRNEY ON 2-24-2003. ? REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat request of testat__ other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19.__ , sign the same and that signed as a witness at the in h__ presence and (in the presence of each other) (in the presence of the Register (Name) (Address) (Name) (Address) 21-2003-155 REGISTER OF WILLS OF C~B~.RLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Terrence J. Kerwin and Holly M. Kerwin (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of William W. Musser testator of (one of the subscribing witnesses to) the will presented herewith and that they believes the signature on the will is in the handwriting of William W. Musser to the best of our knowledge and belief. Sworn to or affirmed and subscribed before (/me"th~s 24th of F~e/~ruary, ;200?--")7, ,- .... .I~.~-~ ,, 4245 Rt. 209, Elizabethville, PA 17023 .//^ /Address). HOLLY ~. ~ KERWIlq (Name) 4245 Route 209, Elizabethville, PA 17023 (.,4ddress) 21-2003-155 GREGORY M. KERW~N TERReNCE J. KeRWlN JOSEPH D. KERWIN HOLLY McCLURE KERWIN ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF WILLIAM W. MUSSER I, WILLIAM W. MUSSER, currently of Lower Allen Township, County of Cumberland and Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. FIRST: I direct my hereinafter named Executor to pay all my legally enforceable debts, funeral expenses, administration expenses, and inheritance, estate, succession or excise taxes, which I owe or may become due on account of my death, as soon as may be convenient after my decease. SECOND: I give, devise and bequeath all of my property, be it real, personal and mixed, whatsoever or wheresoever the same may be situate at the time of my death in equal shares as follows: A. Fifty percent (50%) of my estate shall pass to my son, WILLIAM A. MUSSER, if he survives me. In the event my son, WILLIAM A. MUSSER, predeceases me or fails to survive me, I direct that his share of my estate shall pass to his surviving spouse. In the event the surviving spouse of my son, WILLIAM A. MUSSER, has also predeceased me, then I direct that this share of my estate shall pass in equal shares to WILLIAM A. MUSSER'S children, including adopted children. Page 1 of 2 Pages WILLIAM W. MUSSER GREGORY M. KERWIN TeRreNCE J. KERWIN JOSEPH D. KERWIN HOLLY McCLURE KeRWIN ATTORNEYS AT LAW Fifty percent (50%) of my estate shall pass to my daughter, WENDY JEAN BEIBLE, if she survives me. In the event my daughter, WENDY JEAN BEIBLE, predeceases me or fails to survive me, I direct that her share of my estate shall pass to her surviving spouse. In the event the surviving spouse of my daughter, WENDY JEAN BEIBLE has also predeceased me, then I direct that this share of my estate shall pass in equal shares to WENDY JEAN BEIBLE'S children, including adopted children. THIRD: I nominate, constitute and appoint my son, WILLIAM A. MUSSER, as Executor of this, my Last Will and Testament, authorizing and empowering him to sell and convey any and all real estate which I own at the time of my death. In the event my son, WILLIAM A. MUSSER, fails to survive me, or is unable or unwilling to serve as Executor of this, my Last Will and Testament, I nominate, constitute and appoint my daughter, WENDY JEAN BEIBLE, as Executrix of this, my Last Will and Testament. I further direct that my Executor or personal representative shall not be required to post bond to act in said capacity. IN WITNESS WHEREOF, I, WILLIAM W. MUSSER, have hereunto set my hand and seal, to this, my Last Will and Testament, this ,~'~ day of November, 2002. SIGNED, SEALED, PUBLISHED : and DECLARED by the above- : named Testator, WILLIAM W. : MUSSER, as and for his : Last Will and Testament, in : the presence of us, who at : his request and in the : presence of each other, have : hereunto set our names as : witnesses: : Residing at: \ 0 ~: D:TJKkI~wiII/MUSSER.~M WILLIAM W. MUSSER WILLIAH W. HUSSEIt KERWlN ,AND KERWlN ATTORNEYS AT LAW 4~45 ROUTE 209 ELIZABETHVILLE, PA 170;~3 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Estate Proceedings No.: William W. Musser February 11, 2003 21-2003-155 To the Register of Cumerland County: 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 April 4, 2003. Name: Address: William A. Musser 4751 Maple Shade Drive Harrisburg, PA 17110 Wendy J. Beible 1152 Brockpan Circle New Cumberland, PA 17070 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: April 4, 2003 Signature: TERRE~I~ J. KERWIN, ESQUIRE Address: 4245 Route 209 Elizabethville, PA 17023 Telephone: (717) 362-3215 Capacity: Personal Representative X Counsel for Personal Representative D APJW~ST~MUSR-EST. 5-6 KERWIN & KERWIN ATTORNEYS AT LAW 4245 ROUTE 2O9 ELIZABETHVILLE, PA 17023 (717) 362-3215 (717) 896-9089 FAX (717) 362-4459 E ..... il: kkl@epi .... t Please Reply To: c~ ELIZABETHVILLE OFFICE ~3 HARRISBURG OFFICE GOVERNORS' ROW 27 NORTH FRONT STREET HARRISBURG, PA 17101 (717) 238-4765 FAX (717) 238-8455 April 30, 2003 Register of Wills of Cumberland County Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of William W. Musser No. 21-2003-155 PATRICK E. KERWIN (1913-1987) GREGORYM. KERWIN- GMK~Ketwin]awfirm.com TERRENCE J. KERWIN - KK@KerwlrJawfi ....... JOSEPH D. KERWIN - JDK@Kerwinlawfirm.com HOLLY McCLURE KERWIN - KK@Kerwinlawfinn.com Dear Register of Wills: Please find enclosed herewith a check in the amount of $23,220.00, for advance payment of inheritance tax within the discount period. Enclosed is a self-addressed, stamped envelope for your convenience in returning the receipt to me. Thank you for your kind assistance. Very truly yours, TERRENCE J. KERWIN TJK:pjw Enclosures KERWIS & KERWIN ATTORNEYS AT LAW 4245 ROUTE 209 ELIZABETHVILLE, PENNSYLVANIA 17023 REGISTER OF WILLS OF CUMBERLAND C( CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 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 OO2517 KERWIN TERRENCE J ESQUIRE KERWIN & KERWIN 4245 RTE 209 ELIZABETHVILLE, PA 17023 ........ fold ESTATE INFORMATION: SSN: 189-18-7202 FILE NUMBER: 2103-01 55 DECEDENT NAME: MUSSER WILLIAM W DATE OF PAYMENT: 05/01/2003 POSTMARK DATE: 04/30/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/11/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $23,220.00 REMARKS: WILLIAM A MUSSER TOTAL AMOUNT PAID: $23,220.00 SEAL CHECK#0137 INITIALS' SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 REV- 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER cAPB HpRL EpIO CoP T A X COUNTY CODE YEAR NUMBER D SOCIAL SECURITY NUMBER E 189-18-7202 C DATE OF BIRTH (MM-DD-YEAR) DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Musser William W. DATE OF DEATH (MM-DD-YEAR) 08/11/1924 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REGISTER OF WILLS SOCIAL SECURITY NUMBER R E C A P I T U L A T I O N Supplemental Retum M 3. f h ~l~n~:8§~ Compromise (date of death after 12-12- 2)~ 5. BeqeiJ'e~ Maintained a Living Trust 8. (~f~aJ~saopy of Trust) Spousal Poverty Credit ~ 11. ~d~SC~)f death between 12-31-91 and 1-1-95) 1. 4. 6. Odginal Return 2. Limited Estate 4a. Decedent Died Testate 7. (Attach copy of Will) Litigation Proceeds Roceived[.~ 10. NAME COMPLETE MAILING ADDRESS Terrence J. Kerwin, Esquire FIRMNAME(If~plicable) 4245 Route 209 Kerwin and Kerwin Elizabethville, PA 17023 TELEPHONENUMBER 717./362-3215 . (d~ Remainder Return pn Federal Estate Tax Retum Total Number of Safe Depo Election to tax under Sec. 9 (Attach Sch O) 1 Real Estate (Schedule A) (1) 2Stocks and Bonds (Schedule B) (2) 3Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) 5Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6Jointly Owned Property (Schedule F) (6) F--~eparate Billing Requested 7inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8,Total Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) (9) 10Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 111'oral Deductions (total Lines 9 & 10) l~let Value of Estate (Line 8 minus Line 11) OFFICIAL USE ONLY 99,421.67. 87,843;35 N6he None 313,272.96 None 8,360.18 8,857.27 13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) l~let Value Subject to Tax (Line 12 minus Line 13) None C O M UP 15(kmount of Line 14 taxable at the tax spousal rate, or transfers under Sec. 9116(a)(1.2) T 16~,mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate O (8) 508,898.56 (11) 8,857,27 (lZ) 500,041.29 500,041.29 (13), (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES X .0 0 (15) 0.00 X .o 45 (15) 22,501.86 x .12 (17) 0.00 500,041.29 N ll~.mount of Line 14 taxable at collateral rate X .15 (18). 0.00 191'ax Due (19) 22,501.86 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) t Decedent's Complete Address: ;TREETADDRESS 17 Scarsdale Drive CITY Camp Hill STATE ZIP ?A 17011 Tax Payments and Credits: 1,Tax Due (Page 1 Line 19) 2Credits/Payments A, Spousal Poverty Credit B, Prior Payments C. Discount 0.00 23,220.00 1,125.09 (1) Total Credits ( A + B + C ) (2) 22,501.86 1Did decedent make a transfer and: Yes 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? ................... 3Jnterest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4if 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) SJf 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. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No 2If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ [] ~] 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. r'--] ~ 4Did 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 '(ES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 24,345.09 0.00 1,843.23 0.00 0.00 0.00 Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, ~~sed on all information of which preparer has any knowledge. ~///~/'7/~ / ~ //// 4751 Maple Shade Drive ~f -3¢~ ~--, A ' ........................ S~N~TURE OF PREPARER OTHE~~TATIVE Kerwin and Kerwin ..... e 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 o3)]. 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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-150~ EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William W. Musser SS# SCHEDULE A REAL ESTATE 189-18-7202 02/11/2003 FILE NUMBER 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 ri~]ht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real estate located at 17 Scarsdale Drive, Lower Allen Township, Cumberland County, being Tax Parcel f~13-25-0022-080. Deed Reference: Deed Book "S" Vol. 17 Page 274 Sold on April 25, 2003, with net proceeds amounting to $99,421.67. Copy of settlement sheets attached. 99,421.67 TOTAL (Also enter on line 1, Recapitulation) $ 99,421.67 Form REV-1502 EX (Rev. 1-97) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. /~ARTMENT OF HOUSING & URBAN DEVELOPMENTI I'E~FHA 2'E~FmHA 3.[~]CONV. UNIt~S.'" 4. E~VA 5.r~CONV. INS. |6. FiLE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT I 03291 8, MORTGAGE INS CASE NUMBER: I 0023348642 NOTE: Th~s form is furnished to dive you a statement of actual se tlement costs. Amounts paid to and by the aettlernent agen are shown. Items marked "[PC)C]" were pa cl outside tt~e closing; they are shown here for informa ional purposes and are not included in the totals. NAME AND ADDRESS OF BORROWER: (andall F. Byra and udith M.Byra PROPERTY LOCATION: 10 3/98 (0329 t,~329~t12) Mount Laural, NJ 08054 I. SETTLEMENT DATE: April 25, 2003 E. NAME AND ADDRESS OF SELLER: Estate of William W. Musser 7 Scarsdale Drive ;amp Hill, PA 17011 ;umber and County, Pennsylvania H. SETTLEMENT AGENT: 25-1878915 Keystone Land Transfer, Ltd. PLACE OF SETTLEMENT 3421 Market Street Camp Hill, PA 17011 10. GR SAM UNTDUEFR M OR ER: on rag a es rice ~ axes 'qo ~'~h-~-~T~a x !0. GROSS AMOUNT DUE FROM BORROWER ~ 0. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 17 Deposit or earnest money 2 Principal Amount of New Loan(s) ~';" Existing loan(s) taken subject to 4 Adjustments For Items Unpaid By Seller 0. City/ToWn Taxes to 1. County Faxes to 2 School Tax to 3. 420. GROSS AMOUNT DUE T~ Adjustments For Items Unpaid By Seller to 103,249.23 axes to 9. TOTAL PAID BY/FOR BORROWER / 81,000.00 520, TOTAL REDUCTION AMOUNT DUE SELLER ). CASH AT SE I i"LEMENT FROM/TO BORROWER: I. Gross Amount Due From Borrower (Line 120) -), Less Amount Paid By/For Borrower (Line 220) 3. CASH( X FROM)( TO)BORROWER I 22,249.23 603. CASH( X TO)( FROM)SELLER qe undersigned hereby acknowledge receipt ota completed copy of pages 1&2 of this slatemenl & any attachments referred to herein, Rahda~ F. Byra~ . ~state of William W. ~ss~ .O88.35 99,421.67 REV-150;~ EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER William W. Musser SSf/ 189-18-7202 02/11/2003 All I~roperty jointly-owned with right of survivorshil~ must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNITVALUE OFDEATH 1 1806 shares common stock 47.66 86,076.00 American Water Works Company valued at $47.66 per share 2 75 shares of MetLife common stock 23.57 1,767.75 valued at $23.57 per share TOTAL(Alsoenteronline2, R~apitulation) 87,843.75 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) GOMMON STOC:¼ ~.~:_ COMMON STOGIK AMERICA~ WATER WORKS COMPANY, INC. [HIS C[RBFICA[~ M~Y BE PflESENrEO FOR [RANSFER EtTHER IN NEW YORK OR tN BOSTON. ~A CU~P PAR VALUE $1.25 PER SHARE FULLY PAID AND NON-ASSESSABLE SHARES OF THE COMMON STOCK THE FIRST NATIONAL BANK OF BOSTON [)/lh:,l C 0 M Iv1 © N AMERICAN,, WATER WO~8 cOMPANY, THIS B~Ri'IFIOA r~ ~A¥ BE PF~ES~N J'~:8 FOR J-~ANSF[8 EITHER IN NEW YORK OR IN WILMING tON. DE PA~2 VALUE S l 25 PER SHARE INC. CUSIP 0304LL LO 2 0063 ~USSER- ~LL~OZOo DOROTHY A FULLYPAID AND NON ASSESSABLE SHARES OF THE COMMON STOCK BANK {)F [)Et AWAN~ / REV-150~ EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPER'rY FILE NUMBER William W. Musser SSf/ 189-18-7202 02/11/2003 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 VALUE AT DATE NUMBER DESCRIPTION OFDEATH Checking Account, AllFirst Bank 1 2 4 10 11 12 13 14 15 16 Certificate of Deposit - AllFirst Bank Account #87008141109138 Certificate of Deposit - AllFirst Bank Account #80000002027892 Certificate of Deposit - AllFirst Bank Account #87008141195417 Certificate of Deposit - AllFirst Bank Account #87008141109081 Certificate of Deposit - AllFirst Bank Account #87008141195409 Certificate of Deposit - AllFirst Bank Account #80000002028938 Checking Account - PNC Bank Certificate of Deposit - PNC Bank #31400166364 Certificate of Deposit - PNC Bank #31200135934 Certificate of Deposit - Waypoint Bank Account #0561303054 Certificate of Deposit - Waypoint Bank Account #0564258631 Certificate of Deposit - Waypoint Bank Account #0591287286 Certificate of Deposit - Waypoint Bank Account #0591289004 Certificate of Deposit Account #0591287264 Waypoint Bank Certificate of Deposit Account #0564258632 Waypoint Bank 21,672.18 15,007.32 10 009.81 10 009.72 15 007.32 10 009.72 50,009.45 79,963.89 10,003.19 10,003.19 10,008.29 10,009.57 15,014.35 15,013.85 10,009.57 10,009.57 Total of Continuation Schedule(s) 11,511.97 TOTAL (Also enter on line 5, Recapitulation) $ 313,272.96 (If more space is needed, inser~ additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) Estate of: William W. Musser Soc Sec #: 189-18-7202 Date of Death: 02/11/2003 Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Item Description Value at Date of Death 17 Certificate of Deposit Waypoint Bank Account #05613223117 18 Household contents 10,011.97 1,500.00 11,511.97 allfirst' Deposits may not be available for ~mmediate withdrawal. l:h' L. ltligl-; iN(; TRANSACTION RECEIPT BS-0992A-0110 PK 1000 DATE ACCOUNT NUMBER TYPE OF ACCOUNT · ~iIallhrst .2-¢?-o.¢ ~") 60<~1c/11 OCli 3~ [] ~*'~ · Allfirs~ Bank ~ ~MERCIAL AOOQUNTTITLE/OWNER -- -- ~;~; OF DEPOSIT ~, 1/, ~.~ ~ · ~ r:~ ~ ~ iRA/RETiREMENT REC~I~EO FROM THE BANK -- (AMOUNT MUST BE WaldENbOOkS) AMOUN% ~ : ¢~ CLOSING REASONS: / ~; ~ J ~ '~ I ~ ' '1' ' ~ ~' " ' ' ~OZPRICINGRELATED ~05OECEASED [ I X % , / / ~ '~ ,, '; " ' Wichholdin9 A~ou~ $0. O0 ~THOR~ZEO S~GN~TU~E [ Pen~l~y A~ount $0, O0 allflrst WPE OF ACCOUNT DATE ACCOUNT NUMBER .&llirirs, Bank : ~/~' 03 I '~oOo O OO~ O C~ O ~C~ ~ RETAIL ACCOUNT TITLE/OWNER IRA / RETIREMENT RECEIVED FROM THE BANK R~SON ~OR WITHD~WAL ~ ~TURE UNDER AGE 591/2 , , ' .... DOLI=ARS ~ ~ 02 PRICING RELATED ~5 DECEASED L "~ j [ Penal~y A~n~ $0,00 allflrst DATE ACCO.~UNT NUMBER TYPE OF ACCOUNT AIIfirst Bank [ ~ ~ERCIAL ACCOUNT TITLE / OWNER / .1 [ ~CERT OFDEPOSlT RECEIVED FRO~ 7HE BANK __ (AMOUNT MUST B[ WRI~EN IN~OR~I - AMOUNT ~ ~ CHECK HERE IF THIS IS TO CLOSE ACCOUNT ~BI~~~VS~BEJ~' ' ~'6~EREB,.q0,~SE, ~ ~ ~03,~ERV,OERELAfEO ~ 2d~NSFERWITHNALLFRSf ~ ~l } ~ %~I3~4 028~21 ~515 022703 121 ~--~ allflrst Allfirst Bank ACCOUNT TITL~ l OWNER DO TYPE OF ACCOUNT [] RETAIL E~CERMMERCIAL T OF DEPOSIT [] IRA / RETIREMENT CUSf0MER MOVED ~..,~,~CE NOT NEEOED PRICING RELATED L_~ 05 DECEASED 123 O $15007.32 W2~hhold&ng AUTHORIZED SIGNATURE Penml%~ A~oun~ ~0.00 :\llFirst Bank DATE ACCOUNT TITLE, OWNER ~MMERCIAL ~...~. // , ¢:::~ /'"3'~ ~ ..~.~ /,~ ~'S~____..~""'-' L~J OERT OFDEPOSIT ~ IRA / ~ETIREMENT RECEIVED FROM THE BANK CMOUNTMUST¢E WRI~E~N W~), ~ AMOUNT r ~ ~ 1 ' ~ FIRSI~OME~RC~E~ ~LIREUNOE. AGE$91/2 [] NOP, M*~OVER'AGE591/2 [] DiSASItJTY ['~ ~'~CHECK HERE IF THIS IS TO CLOSE ACCOUNT Al CLOSING REASONS E~0~ CUSTOMER M0¥ED ~¥1CE N0T NEEDE0 02 PRICING RELATED L~ 05 DECEASED E~ °3 , .~CE ~r~cLATED ~12 TyAN~;~R WITHIN ALLRRS? ~ ' I ' NACRE ' ACCOUNT NUMBER ~YPE OF ACCOUNT REASON FOR WITHDR.~WAL (/RA / $EP ~K£OGH. CORp. P~N ONl. y. S~'~ ~k ",r, holdlnq ,,oun, ,O.O0 Penal~y ~moun'[ ~O.OO I1 ' a liftrst [}ATE ACCOUNT NUMBER TYPE OF ACCOUNT [] RETAIL ACCOUNT TITLE / OWNER ' lO, I/, ~ ~ ~. ~ ~ ~ ~ ~ ~ ~ o~ o~ ~os,~ ~ IRA/RETIREMENT REC~VED FROM THE BANK -- (AMOUNT MUST BE WR~ WORDS) ~R~S~N FOR WITHDRAWAL ~ ~IS ~S TO CLOSE ACCOUNT ~MEDI~'~EN~m~NSU~R~0MS ~,EDU '5000~.45 ~hnoldz ~.PNCBAN~ No.1138550 PNG Bank, National Association Cashier's Check Southcentra, PA Date i ~ .".. ?t~Hi ~ . ,.::~ 60-1273/31 Pay to the Order of .** ~..~. ~..~..~..N...~..-~. ~...~..~.. ~:. :-5 ~'~ ~I, '~" ..... ~", , Dollars ii, f "I.L) !-~ :' REMITTER PNC Bank, National Association NON-NEGOTIABLE CUSTOMER COPY FOR M 103755-0300 Cashier's Check ~. PN CBANK PNC Bank, National Association Southcentral PA No.1138551 Date 60-1273/313 PNC Bank, National Association NON-NEGOTIABLE CUSTOMER COPY ./' FOR M 103755-0300 I~. PNCBANK No.1138552 · ~ PNC Bank, National Association Cashier s Check SouthcentmlPA I t,.:. Date 60-1273/313 Pay to the Order of Dollars · . i ,:.,, . ~ l; ¢:i~'.' REMITTER PNC Bank, National Association NON-NEGOTIABLE CUSTOMER COPY Wag B~tt~r Banking onlg from Wagpoint Bank TLR ~ :"' .... '"' '~; °'"~' ~"-~,,,~- ~eb~'~ TR ~ i~ T~ ............. Date' ~/~/?n ~ ........ Checks and other ilems received tot deposil are subject Io lhe provisions ol the Uniform Commercial Code. Cerlam deposits are subject Io delays in availability according to Bank policy. ~[uo~o(o~o2~ Thank You Fop Banking At Wagpoint *.m~., ~,c ~'BANK ~eceipt -gcct. ~: TLR ~:0313 Pliscel lane .... ,",.~' TR ~: 25 TR RPIT: i000~.57 Date: 0~/Z2/2003 Time: Checks and olher items received for deposit are subjecl Io the provisions ol the Unilorm Commercial Code. Certain deposits are subject to delays in availability according to Bank policy. T~:-o,o(oa,o~) Thank You For Banking At Wagpoint .emb., FDIC Way B[tt[r Banking only from Waypoint Bank Receipt - ,qcct. ~; TLR ~;0313 PJiscel!aneous Debit TR ~; 27 TR ~T: Date' 03/~2/2003 Tim~' ~ Checks a~d o~her ilems receivea for deposit are subject to the provisions of the Uniform Commercial Code. Certain eeposils are subject to delays in availability according iD Bank policy. TEL-O'O(08/02} Thank You For Banking At Wagpoint Member FDrC Wag Bitter Banking onlg from Wagpoint Bank ,~ecei?I - 2cc~, ~; TLR #;O..t~ ~isceJJaneous Debit. ~b ~S~?/Z.~v c~s~ Checks and other items received tot deposit are subject Io the provisions of the Uniform Commercial Code. Certain deposds are subject Io delays in availability according to Bank policy. TEL-0~0(0*02) Thank You FoP Banking At Waypoint Membe, FDIC ~eceiP't - F~cct. ~; TLR ~:0319 ~iscel ianeous Debit TR ~: i9 TR Ar'IT: 10009.57 Date: 03/12/2003 Ti~e: !2:30 Checks and other ilems received for deposit are subjeci to the provisions oi the Uniform Commercial Code. Certain deposits are subject ~o delays in availability according to Bank policy. r~.o,o~o,~o~) Thank You FoP Banking At Waypoint Member ~lC Way B~tt~r Banking only from Wagpoint Bank Date: 0Z/~2/2003 T~r~e; ~2:3Z Checks and other items received for deposit are subject Io the provisions ol the Uniform Commercia~ Code Certain deposits are subject to delays in availability according to Bank policy. ~E~.O~O<O~O~ Thank You For Banking At Wagpoint Member FDIC Way B6tte~ Banking only f~om Waypoint Bank Checks and o~her items recewed for deposil are subject Io lhe provisions of the Uniform Commercial Code. Cerlam deposits are subject ~o delays in availabilily according Io Bank policy. TE~-o,o~o~,o~ Thank You Fop Banking At WauPoint Men,Der FDIC REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY William W. Musser SSf/ 189-18-7202 02/11/2003 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. FILE NUMBER DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELAT ONSH P TO DECEDENT AND THE DATE OF TRANSFER. NUMBER A3-rACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST 0F APPLICABLE) 1 PNC Bank IRA/CD 8,360.18 100.00~ 8,360.18 ~/6001005394 TOTAL (Also enter on line 7, Recapit~ation) 8,360.18 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) Total .Banking Statement For 24-hour customer service: Call: 1-888-PNC-BANK Account number: 51-4010-7929 - continued For the period 03/13/2003 to 04/10/2003 WILLIAM W MUSSER Primary account number: 51-4010-7929 Page 2 of 2 Move Up To A Checking Package Plan And Broaden Your Financial Horizons If your fir{ancial needs include more than just checking, why not make the most of your banking relado~ship by ttpgra~lit~g PNC Bank Choice Piano or Premium PianO. Depending on the plan you choos~,, you can comhitie bahtnces t~f other PNC accc~tti}ts, such as sahngs, checking and loans to qualify for a waiver of tl~ applicable ;nonthh' serhce charge. Bo~h l>ackage proxSde you with additional free serhces like fl'ce checks and fl'ee online banking and ad{led'discounts on vther pro~lucts. hy )'our It~cal branch today or call 1-888-PNC-B~K, anytime, and ask about all the benefits of having a PNC Package Plan. -l'u reach a secure retirenlent you ll'~ust set yotn- goals, chart your destination and stay on course. ,,\n elljoyahlc rctiren~ct~l takes phtntfing, saxqng and commitment. Contact a PNC hwestments Financial Consuhant to set up a free constdtation for reth'emc~n plat~tm~g. PNC Investments Financial Consultants can be reached through our Customer Service Center at 1-800-76'2-6111, its web-site at w~qv.pncinvestments.com or an), PNC Bank branch office. ~letirement Accounts William W Musser Investment Description Maturity date Interest Original or Current /~.rf b,~a~. ~ rate renewal value value ()101()-i72"~ 36 Month(s) FLxed Rate 09/14/2003 4.95 % c 705 7q · ,~ ~ ~_ ........... 8,o-t..35 Total current value 8,344.35 / REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William W. Musser SS~/ 189-18-7202 02/11/2003 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT FILE NUMBER 8 9 10 11 12 13 14 15 16 17 18 --UNERAL EXPENSES: Musselman Funeral Home %DMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees Kerwin and Kerwin 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 Register of Wills Accountant's Fees Tax Return Preparer's Fees O~erAdministmtiveCosts The Sentinel - Estate Notice Cumberland Law Journal Estate Notice UGI - Account Payable Penna. American Water Co. Account payable Holy Spirit Hospital - Account Payable Penna. American Water Co. Water Bills Penn National Ins. Homeowner's Ins. Premium PPL Electric - Account Payable George Harhigh, D.O. - medical bills Verizon - telephone bill Comcast - cable Susquehanna Pain Management - Account Payable 84.20 5,000.00 342.00 102.11 75.00 422.40 18.10 22.32 75.21 66.00 84.45 216.69 23.74 30.30 6.87 Total of Continuation Schedule(s) 2,287.88 TOTAL (Also enter on line 9, Recapitulation) $ 8,857.2 7 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: William W. Musser Soc Sec #: 189-18-7202 Date of Death: 02/11/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 19 Physicians of Rehabilitation - account payable 20 Advance RX - medical bill 21 Holy Spirit Hospital - account payable 22 Charles R. Inners, M.D. account payable 23 Deb Schwartz - home nursing care 24 Quantum Imaging - account payable 25 Bonnie K. Miller, Tax Collector pro-rated portion of 2003 County/Township taxes 26 U.S. Postal Service - postage for stocks 27 Kurt Eby - house appraisal 28 U.S. Treasury - 2002 Income Taxes 29 Lower Allen Township - sewer bill 30 West Shore Pathology - medical bill 31 Kern & Company - income tax preparation 32 Harry M. Steib - home repairs 33 Jackson Gastroenterology - account payable 34 Andrews & Patel - account payable 35 Closing costs, e.g. additional probate fee, filing of Releases, postage, copies 31 15 11 87 3 59 19 36 1,000 00 6 94 122 10 81 98 300 00 133 00 73 35 7 84 184 00 120 00 40 01 2 69 150 00 2,287.88 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William W. Musser SS~/ NUMBER II. SCHEDULE J BENEFICIARIES 189-18-7202 02/11/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I'AXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] William A. Musser 4751 Maple Shade Drive Harrisburg, PA 17110 Wendy Jean Beible 1152 Brockpan Circle New Cumberland, PA 17070 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son FILE NUMBER Daughter AMOUNTORSHARE OF ESTATE one - hal f one-half ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 181 AS APPROPRIATE1 ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0 . 00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1513 EX (Rev, 9-00) 21-2003-155 LAST WILL AND TESTAMENT OF WILLIAM W. MUSSER I, WILLIAM W. MUSSER, currently of Lower Allen Township, County of Cumberland and Commonwealth of Permsylvania, being of sound mind, memory and 'understanding, do make and publish this, my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. FIRST: I direct my hereinafter named Executor to pay all my legally e~orceable debts, funeral expenses, administration expenses, and inheritance, estate, succession or excise taxes, which I owe or may become due on account of my death, as soon as may be convenient after my decease. SECOND: I give, devise and bequeath all of my property, be it real, personal and mixed, whatsoever or wheresoever the same may be situate at the time of my death in equal shares as follows: A. Fifty percent (50%) of my estate shall pass to my son, WILLIAM A. MI)SSER, if he survives me. In the event my son, WILLIAM A. MUSSER, predeceases me or fails to survive me, I direct that his share of my estate shall pass to his surviving spouse. In the event the surviving spouse of my son, WI1,L~ A. MUSSER, has also predeceased me, then I direct that this share of my estate shall pass in equal shares to WILLIAM A. MUSSER'S children, including adopted children. Page 1 of 2 Pages ;vVILLIAM W. M-USSER Fifty percent (50%) of my estate shall pass to my daughter, WENDY JEAN BErBLE, if she survives me. In the event my daughter, WENDY JEAN BE[BLE, predeceases me or fails to survive me, I direct that her share of my estate shall pass to her surviving spouse. In the event the surviving spouse of my daughter, WENDY JEAN BEIBLE has also predeceased me, then I direct that this share of my estate shall pass in equal shares to WEN-DY JEAN BEIBLE'S children, including adopted children. THIRD: I nominate, constitute and appoint my son, WILLIAM A. MUSSER, as Executor of this, my Last Will and Testament, authorizing and empowering him to sell and convey any and all real estate which I own at the time of my death. In the event my son, WILLIAM A. MUSSER, fails to survive me, or is unable or unwilling to serve as Executor of this, my Last Will and Testament, I nominate, constitute and appoint my daughter, WEN'DY JEAN BEIBLE, as Executrix of this, my Last Will and Testament. I further direct that my Executor or personal representative shall not be required to post bond to act in said capacity. IN WITNESS WHEtLEOF, I, WILLIAM W. MUSSER, have hereunto set my hand and seal, to this, my Last Will and Testament, this flTJ'e3 day of November, 2002. SIGNED, SEALED, PUBLISHED and DECLARED by the above- named Testator, WILLIAM W. MUSSER, as and for his Last Will and Testament, in the presence of us, who at his request and in the presence of each other, have hereunto set our names as wlmesses: Residing at: ( ~ '~. KeSlOlng at: / ' . WILLIAM W. MUSSER COMMONWEALTH OF PENNSYLVANIA ["~-PA~TMENT OF REVENUE ~UREAU 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 O02517 KERWIN TERRENCE J ESQUIRE KERWtN & KERWIN 4245 RTE 209 ELIZABETHVILLE, PA 17023 ESTATE INFORMATION: SSN: 189-18-7202 FILE NUMBER: 2103-01 55 DECEDENT NAME: MUSSER WILLIAM W DATE OF PAYMENT: 05/01/2003 POSTMARK DATE: 04/30/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/11/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23,220.00 TOTAL AMOUNT PAID: $23,220.00 REMARKS: WILLIAM A MUSSER SEAL CHECK# 0137 INITIALS: SK RECEIVED BY' DONNA M. OTTO DEPUTY REGISTER OF WILLS TAXPAYER GREGORY M. KERWIN TeRReNce J. KERWIN JOSEPH D. KERW[N HOLLY McCIURE KeRWIN aTTORNEYS at LaW RELEASE Estate No. 21-2003-155 KNOW ALL MEN BY THESE PRESENTS, that I, WILLIAM A. MUSSER, of 4751 Maple Shade Drive, Harrisburg, Pennsylvania, do hereby acknowledge that I have received from Wimam A. Musser, Executor of the Estate of William W. Musser, late of Lower Allen Township, County of Cumberland and Commonwealth of Pennsylvania, one- dollar ($1.00) in full settlement of any claim or claims that I may have by, under and because of the Will of the late William W. Musser. AND, THEREFORE, I, WILLIAM A. MUSSER, intending to be legally bound hereby, do, by these presents, remise, release, quit-claim and forever discharge William A. Musser, as Executor of the Estate of William W. Musser, deceased, and, his heirs and assigns, of and from all actions, accounts, claims and demands whatsoever, related to the administration of this Estate, for or by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the day of the date of these presents. I, WILLIAM A. MUSSER, have been duly advised of my right to have William A. Musser, Executor, file with the Orphans' Court Division of the Court of Common Pleas of Cumberland County an Accounting of the services he has rendered, and I do hereby specifically waive my right to have such an Accounting prepared and presented to the Court. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ,2003. __day of WITNESS: W"ILLIAM A. ~SER (SEAL) D:/lak/estate/release. WWM GREGORY M. KERWIN TERRENCE J. KERWIN JOSEPH D. KERWIN HOLLY McCLURE KERWIN ATTORNEYS aT law RELEASE Estate No. 21-2003-155 KNOW ALL MEN BY THESE PRESENTS, that I, WENDY J. BEIBLE, of 1152 Brockpan Circle, New Cumberland, Pennsylvania, do hereby acknowledge that I have received from William A. Musser, Executor of the Estate of William W. Musser, late of Lower Allen Township, County of Cumberland and Commonwealth of Pennsylvania, one- dollar ($1.00) in full settlement of any claim or claims that I may have by, under and bec~ause of the Will of the late William W. Musser. AND, THEREFORE, I, WENDY J. BEIBLE, intending to be legally bound hereby, do, by these presents, remise, release, quit-claim and forever discharge William A. Musser, as Executor of the Estate of William W. Musser, deceased, and, his heirs and assigns, of and from all actions, accounts, claims and demands whatsoever, related to the administration of this Estate, for or by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the day of the date of these presents. I, WENDY J. BEIBLE, have been duly advised of my right to have William A. Musser, Executor, file with the Orphans' Court Division of the Court of Common Pleas of Cumberland County an Accounting of the services he has rendered, and I do hereby specifically waive my right to have such an Accounting prepared and presented to the Court. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~__~day of ,2003. I WITNESS: WENDS. ~/EIBLI~ - (SEAL) D:/lak/estate/release. WWM BUREAU OF INDIVIDUAL TAXES ZNHERTTANCE TAX DTVTSTON DEPT. 280601 HARRTSBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-1547 EX AFP (01-03) TERRENCE J KERWIN ESQ KERWIN S KERWIN ~2~5 RTE 209 ~&. ELIZABETHVILLE PA ~7025 CUT ALONG THIS LZNE ~ DATE 10-21-2005 ESTATE OF HUSSER DATE OF DEATH 02-11-2005 FZLE NUMBER 21 05-0155 COUNTY CUMBERLAND ACN 101 Amount Remitted WILLIAM MAKE CHECK PAYADLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LOWER PORTION FOR YOUR RECORDS ~ * DZSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MUSSER WILLIAM WFZLE NO. 21 05-0155 ACN 101 DATE 10-21-2005 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNZNG FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN EASED ON: ORIGINAL RETURN 1. Real Estate (ScheduZa A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) ~. Hortgagas/Notes Receivable (Schedule D) (~) $. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9 10 11 12 15 Funeral Expenses/Adm. Costs/Nisc. Expanses (Schedule H) Dabts/Nortgage Liabilities/Liens (Schedule I) Total Deductions Nat Value of Tax Return (9) (10) Charitable/govarnmantml Bequests; Non-elected 9115 Trusts (Schedule J) Nat Value of Estate Sub~act to Tax 99;~21.67 87/8~$.75 .00 .00 313/272.96 .00 8~$60.18 (8) 8,857.27 .0O NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. NOTE: 508,898.56 (11) 8.8;7. ~7 (12) 500,0~1.29 (15) . O0 (14) 500,0~1.29 If an assessment was issued prev/ously, lines 14, 15 and/or 16, 17, 18 and 19 w111 reflect figures that include the total of ALL returns assessed to date. 1,125.09 (15), .00 x O0 = .00 (16). 500,0R1.29 x 0~5= 22,501.86 (17), .00 x 12 = .00 (18) . O0 x 15 = . O0 (19)= 22,501.86 ANOUNT PA/D ASSESSNENT OF TAX: 15. Amount of Line 14 mt Spousal rate 16. Amount of Line 1~ taxmbla at Lineal/Class A rata 17. Amount of Line 14 mt Sibling rata 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Princi)al Tax Due rAX CREDZTS: PAYHENT KECE/PT DTSCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) 05-01-2005 CD002517 23,220. O0 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT Z4,3R5.09 I IIALANCE OF TAX DUE [ 1,8~,$.23CR INTEREST AND PEN. .00 TOTAL RUE 1,845. Z3CR ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THZS FORN FOR INSTRUCTIONS. RESERVATION: 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 S (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 S (collateral) rate an any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR)= OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Z140 of the Inheritance end Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). Detach tho top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NXLLS, AGENT A refund of a tax credit, ehich 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 et the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the specie1 Z4-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only}. Any party in interest not satisfied with the appraisement, allowance, ar 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: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZelOZ1, Harrisburg, PA 171Ze-IOZ1, 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 171ze-o601 Phone (717) 787-6505. Sea page 5 of the 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 aJthin three (3) calendar months after the decedant's death, a five percent (52) discount of the tax paid is allowed. The 15X 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 tiaa period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (l) 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 (62} percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 ail1 bear interest et a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 ara: Interest Daily Interest Daily Interest Dally Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 92 .000247 1999 72 .000192 1983 162 .000438 1988-1991 IIZ .000301 ZOO0 82 .000219 1984 112 .000301 1992 9Z .000247 ZOO1 92 .000247 1985 132 .000356 1993-1994 7Z .O00lgZ ZOOZ 62 .000164 1986 IOZ .000274 1995-1998 92 .000247 ZO0~ 52 .0001S7 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINI~UENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF I*NDZVZDUAL TAXES *rNHERZTANCE TAX DTV'rSTON DEPT. Z80601 HARRZSBUR{~, PA 171Z8-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-160? EX AFP COZ-D3) TERRENCE J KERWIN ESQ~ KERWIN & KERWIN Q2Q5 RTE 209 ELIZABETHVILLE PA 170z$ DATE 11-17-2005 ESTATE OF MUSSER DATE OF DEATH 02-11-2005 FILE NUMBER Z1 05-0155 COUNTY CUHBERLAND ACN 101 Amoun~ Remi'l:'~ed WILLIAM W HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~Lon of ~hLs fore wL~h your ~ex payment:. CUT ALONG THXS LXNE ~' RETAIN LONER PORTZON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ### XNHERXTANCE TAX STATEHENT OF ACCOUNT ESTATE OF HUSSER NILLIAH W FILE NO. 21 0:5-0155 ACN 101 DATE 11-17-200:5 THIS STATEHENT TS PROV'rDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM 'rN THE NAMED ESTATE. SHONN BELON TS A SUHHARY OF THE pR'rNCZPAL TAX DUE, APPL*rCAT'rON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, *rF APPL/CABLE., A PROJECTED INTEREST FI'G~JRE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 10-1~-Z00:5 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 22,501.86 PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-01-200:5 10-:51-2003 CD002517 REFUND 1,125.09 .00 23,220.00 1,8R:5.23- ZF PA/D AFTER THZS DATE, SEE REVERSE S/DE FOR CALCULAT/ON OF ADDITIONAL INTEREST. ( IF TOTAL DUE 1S LESS THAN $1, NO PAYHENT 1S REQUIRED. IF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CR), TOTAL TAX CRED'rT ZZ,501.86 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORH FOR ZNSTRUCT*rONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGTSTER OF NTLLSj AGENT. -- Xf NON-RESTDENT DECEDENT make check or money order payable to: COMMON#EALTH OF PENNSYLVANTA. REFUND (CA): 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-1513). Applications are available at the Office of the Register of Hills, any of the Z5 Revenue District Offices or from the Department's lq-hour answering service for forms ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-BOO-qq7-3OZO (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZS060I, Harrisburg, PA 17liS-0601, phone (717) 787-6S05. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 1SI 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. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (Z) 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 (BI) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 198Z ail1 bear interest at a rate which ail1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZO0~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .O005~B 1987 9Z .0002q7 1999 7Z .O00X9Z 1985 1BI .000~58 1988-1991 lie ,go0501 ZOO0 aX .OOOZl9 198q llZ .000301 199Z 9Z .0002q7 gool 9Z .0002q7 19B5 Z~Z .000556 1993-199~ 7Z .OOOXgZ ZOOZ 6Z .OO016q 1986 IOZ .O0027~ 1995-1998 92 .OOOZq7 2005 5Z .000137 --Interest is calculated as follows: 'rNTEREST = BALANCE OF TAX UNPATD X NUIIBER OF DAYS DELI'NI;IUENT X DAI'Ly INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen ElS) days beyond the date of the assessment. Xf payment is made 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: 1/10/2005 KERWIN TERRENCE J ESQ E. MAIN STREET RR01 BOX 566 ELIZABETHVILLE, PA 17023-9765 RE: Estate of MUSSER WILLIAM W File Number: 2003-00155 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: 2/11/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER~ REGISTER OF WILLS cc: File Personal Representative(s) Judge c:S 0 LU ( :) u_ - l...L c:: C' _ L~__J . r,~_~" ~,s (-.J U.: Cc STATUS REPORT UNDER RULE 6,12 Name ofDecedent: I/t/, If. -Ibv, IA/ Y!Au>ser 4t'I,2(,)O~ Will No,: ,;2j - 2{)O,~ - /L,-s;:' Pi/... Aft:>.) ,;/Q03- ()Ol.':,b Admin, No,: ;)4 :J1/~,1/t)! 01-/-03 - O)!:,."'""S Pursuant to Rule 6,12 of the Supreme Court Orphans' Comi Rules, I repOli the following with respect to completion of the administration of the above-captioned estate: Date of Death: L State whether administration ofthe estate is complete: Yes'.P4 No 0 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 0 b, The separate Orphans' Court No, (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this rep Date: ~j#/)()05 ....-,:... ,,;:;,:: -, ~~~: 0:-"- 0'< U Telephone No, ,~ c:::.-:-.t c::> "" Capacity: J8'personal Representative ~ t:fcECb( flY'- o Counsel for personal representative J