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HomeMy WebLinkAbout03-0152PETITION FOR PROBATE and GRANT OF LETTERS Estate of ..7 0 F/41 &- ~ · V 05 7'- No. · V vis :r' To: also known as %ffa--rr/V / Deceased. Social Security No. ! 7/~ .? R -~4'"7D 7. Register of Wills for the County of t°~f//~/~_,~-,v-'__.~.~/~~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executog in the last will of the above decedent, dated and codicil(s) dated in the named 19%~,- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cs tm ~'Zn~ County, Pennsylvania, with h ~-& last family or principal residence at ,'w_ ~,o~,~o~/-r- /4q,~£, q---A&~,~ (',~,~r~' (list street, number and muncipality) L~eceffd~fft,'ttaen q(.. years of age, died F~FU,,~tetv 1% ,A.9' ~._o~o.7, Except as follows, decedent did not marry, was not divo;ced 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: $ $ $ WHEREFORE, petitioner(s) presented herewith and the grant of letters theron. respectfully request(s) the probate of the last will and codicil(s) (testamentary; a/fiministration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF C~n~rland 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 and truly administer the estate according to law. NO. 21-2003-152 Estate Of Sophie E. Yost,a/k/a "Betty" Yost , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW February Pl St 1~ 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 14th, 1992 described therein be admitted to probate and filed of record as the last will of Sophie E. Yost, a/k/a "Betty" Yost .; and Letters Testen~entary are hereby granted to. FEES Probate, Letters, Etc .......... $. 50.00 Short Certificates(2) .......... $ 6.00 RenunciatiOnx_Paqes (5) ................ $$~ JCP TOTAL __ $ 81.00 Filed . .F.e.b..r9...aAT.....2.1.s.t.,.. ~.0.0.3. ........... Register of Wills Donna M. Otto, lst Deputy ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE Call Executor at 432-8501 on 2-21-03 21-2003-152 OF SOPHIE E. YOST I, SOPHIE E. YOST, a resident of Maricopa County, Arizona, being of sound mind and not acting under any fraud, duress or threat of violence, do hereby publish and declare this to be my Last Will and Testament, revoking all Wills and Codicils by me heretofore made. FIRST: I direct my Personal Representative to pay out of the residue of my estate the expenses of my funeral, the expenses of my last illness, if any, all my legal, unsecured debts, and to pay any taxes for which I may become liable during my lifetime or which may arise from my death. SECOND: I declare that I am a widow and that I have one son, an adult, whose name is DONALD H. YOST. I further declare that I am sometimes known as "BETTY" YOST. THIRD: I direct my Personal Representative to distribute my tangible personal property as I direct by a separate written state- ment prepared by me for that purpose in which I describe items of tangible property and designate the persons to receive such prop- erty. In the absence of such a statement or to the extent that all my tangible personal property is not included in the statement, the rest and residue of my tangible personal property shall be added to and distributed with the rest, residue and remainder of my estate in accordance with Paragraph FIFTH hereof. FOURTH: I hereby make the following specific gifts: A. To my daughter-in-law, GEORGENE H. YOST, I give the cash sum of One Thousand Dollars ($1,000.00). B.To my granddaughter, DEBRA HAAS, I give the cash sum of Five Hundred Dollars ($500.00). C.To my grandson, DENNIS ALLEN YOST, I give the cash sum of Five Hundred Dollars ($500.00). D. To my great grandson, NATHAN HAAS, I give the cash sum of Five Hundred Dollars ($500.00). FIFTH: I hereby give, devise and bequeath the rest, residue and remainder of my property, of whatever kind and wherever situ- ate, to my son, DONALD H. YOST. In the event my son, DONALD H. YOST, shall fail to survive me, I direct that the rest, residue and remainder of my property shall be distributed to my daughter-in-law, GEORGENE H. YOST. In the event that neither my son, DONALD H. YOST, nor my daughter-in-law, GEORGENE H. YOST, shall survive me, I direct that 2 the rest, residue and remainder shall be distributed to my sur- viving issue, by right of representation. SIXTH: I hereby nominate and appoint my son, DONALD H. YOST, as Personal Representative of this, my Last Will and Testament, and direct that he shall serve without bond. In the event my son, DONALD H. YOST, is unwilling or unable, for any reason, to serve as Personal Representative, I nominate and appoint my daughter-in- law, GEORGENE H. YOST, as Personal Representative, without bond. SEVENTH: My Personal Representative appointed herein shall have the following powers, in addition to those granted by law or by other provisions of this, my Last Will and Testament: A. To retain any and all property at any time received; B. To invest in all forms of property, including, but not limited to, all types of stocks and bonds, shares of investment companies and participations in common trust funds, without being confined to legal invest- ments for fiduciaries; or to keep cash in banks uninvested if deemed advisable for the protection of principal; C. To buy investments at a premium or discount; D. To give proxies, both ministerial and discretionary; 3 E. To join in the recapitalization, merger, consolida- tion, reorganization, voting trust plan, or other concerted action of investors, and to delegate dis- cretionary duties with respect thereto; to deposit securities under agreements and pay assessments, to subscribe for stock and bond privileges and generally to exercise all rights of security holders; F. To hold property unregistered or the name of nominee; G. To borrow money and pledge real and personal property as security for repayment; H. To compromise claims; I. To sell real and personal property, at public or private sale, for cash and/or credit; to lease or mortgage such property for any period of time, to give options for sales, exchanges, or leases; and to manage, develop, repair, improve, exchange, or join in the partition of real property; J. To distribute in cash or kind, or partly in each; and K. To execute and deliver all instruments of writing necessary or appropriate for the exercise of any of their powers and to do all other acts in their judg- ment necessary or desirable for the proper manage- ment, investment and distribution of my estate. IN WITNESS WHEREOF, I, SOPHIE E. YOST, the Testatrix, sign my name to this instrument this 14th day of January, 1992, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as my Last Will and Testa- ment and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no con- straint or undue influence. SOPHIE E. YOST M. W. McCARTHY We, and , the witnesses, sign our names to this instrument, being first duly sworn, and do hereby declare to the undersigned authority that the Testatrix willingly signs and executes this instrument as her Last Will and Testament and that each of us, in the presence and hearing of the Testatrix, hereby signs this Will as witness to the Testa- trix signing, and that to the best of our knowledge the Testatrix is eighteen years of age or older, of sound mind, and under no con- straint or undue influence. STATE OF ARIZONA ) ) ss. County of Maricopa ) SUBSCRIBED AND SWORN TO OR ACKNOWLEDGED before me by SOPHIE E. YOST, the Testatrix, and subscribed and sworn to before me by M. W. McCARTHY and JAMES ~ MAR~UARDT , witnesses, this 14th day of January, 1992. My commission expires: No%ary Publ 9~ My commission expires Aug. 22, 199;~ 6 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 002565 MARTIN VERNON M JR CPA 12 SUMMIT DRIVE DILLSBURG, PA 17019 ........ fold ESTATE INFORMATION: SSN: 171-38-5707 FILE NUMBER: 2103-01 52 DECEDENT NAME: YOST SOPHIE E DATE OF PAYMENT: 05/14/2003 POSTMARK DATE: 05/1 3/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/14/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $400.00 TOTAL AMOUNT PAID: $400.00 REMARKS: DONALD H YOST C/O VERNON M MARTIN JR CPA SEAL CHECK# 1000 INITIALS' AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS VERNON M. MARTIN, Jr. Certified Public Accountant 12 SUMMIT DR. DILLSBURG, PA ! 7019 717-766-8156 Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: ~) ~L- I~- 0'~ To the Register: I certify that notice of (beneficial interest) 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 O ~"'- I ~ - C) '~ · Name Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Signature ~// Capacity: X Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 I-- Z W U.I UJ U.I -rOD INHERITANCE TAX RETURN OFFICIAL USE ONLY i-"-]2. Supplemental Return E~4a. Future Interest Compromise (dale of death after 12-12-82) []7. Decedent Maintained a Living Trust (Attach copy of Trust) -'-I0. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) FIRM NAME (IfApplicableI TELEPHONE NUMBER 14. 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [---~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec:9113 T~sts for which ,.a.n, election to'Mx has not been made (Schedule J) i v' ~: !'~,¥'4 ~'. '; NetValueSubjectt°Tax(Line12minusLine,l~;~l~' ~,. : . , {'~'*"''" SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES x .o__ (16) x .o ~r~' ¢6) x .12 (17) x .15 (18) (19) [~1. Original Return []4. Limited Estate [~6. Decedent Died Testate (Attach copy of Will) r-j9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS (IF APPLICABLE) SU/~k~VT~rOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~C'? ~CURI_TY NUMBER _ ---]3. Remainder Return (date of death prior to 12-13-82) r--] 5. Federal Estate Tax Return Required (~) 8. Total Number of Safe Deposit Boxes ]]]]]11. Election to tax under Sec. 9113(A) (Aftach Sch O) COMPLETE MAILING ADDRESS ./ (12) (13) (14) DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MI~-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) O~--I~- 03 OS'-O ~- OG RESIDENT DECEDENT SOCIAL SECURITY NUMBER /71 - ~ ~ - ~'7 0-7 ~/ - o~ o__ ,.~. / L ~-. COUNTY CODE YEAR NUMBER Decedent's Complete Address: STREET ADDRESS 0)~,.,~¢,,~ Ct,' t'Y~ ~ {,~'"~", CITY STATE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount ~OO, '~"'~ ~'~.. Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5) (5A) (5B) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] c. retain a reversionary interest; or .......................................................................................................................... [] ~, d. receive the promise for life of either payments, benefits or care? ...................................................................... [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare lhat I have examined this return, including accompanying schedules and statements, and to lhe best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR~FILING RETURN ,,~ ADDRESS / ' ~/ SIGNATURE OF~'PREPARER OTHER,THAN REI~RES. ENTATIVE ~/Ei~NON M M,~RTIN, JR,, ADDRESS /. tJIL/W~;~Ik~, I~k I~1~' 717-766-81 ,~ .. ?11,1~,2511 DATE '7- DATE 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 RS. §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) 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 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 paren 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 RS. §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 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a~ individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-150~ EX, U-gF) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER TOTAL (Also enter on line5, Recapitulation) $ ~---~--, / ~7, (If more space is needed, insert addilional sheets of the same size) Include the proceeds of litigation and the date the proceeds were received by the estate. All propen'*y jointly.owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH R~/-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT EST^TEOF SCHEDULE H FUNERAL EXPENSES & ADBINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER 5. 6. 7. DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attomey Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address City Relationship of Claimant to Decedent Probate Fees State__Zip Accountant's Fees Tax Retum Preparers Fees TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT REV-15'13 EX+ (9-00~_~ '~' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ! , RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DO Not Mst Trustee(s) OF ESTATE II 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] / ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) OF SOPHIE ~. YOST I, SOPHIE E. YOST, a resident of Maricopa County, Arizona, being of sound mind and not acting under any fraud, duress or threat of violence, do hereby publish and declare this to be my Last Will and Testament, revoking all Wills and Codicils by me heretofore made. FIRST: I direct my Personal Representative to pay out of the residue of my estate the expenses of my funeral, the expenses of my last illness, if any, all my legal, unsecured debts, and to pay any taxes for which I may become liable during my lifetime or which may arise from my death. SECONDs I declare that I am a widow and that I have one son, an adult, whose name is DONALD H. YOST. I further declare that I am sometimes known as "BETTY" YOST. THIRD: I direct my Personal Representative to distribute my tangible personal property as I direct by a separate written state- ment prepared by me for that purpose in which I describe items of tangible property and designate the persons to receive such prop- erty. In the absence of such a statement or to the extent that all my tangible personal property is not included in the statement, the rest and residue of my tangible personal property shall be added to and distributed with the rest, residue and remainder of my estate in accordance with Paragraph FIFTH hereof. FOURTH: I hereby make the following specific gifts: A. To my daughter-in-law, GEORGENE H. YOST, I 'give the cash sum of One Thousand Dollars ($1,000.00). B.To my granddaughter, DEBRA HAAS, I give the cash sum of Five Hundred Dollars ($500.00). C.To my grandson, DENNIS ALLEN YOST, I give the cash sum of Five Hundred Dollars ($500.00). D. To my great grandson, NATHAN HAAS, I give the cash sum of Five Hundred Dollars ($500.00). FIFTH: I hereby give, devise and bequeath the rest, residue and remainder of my property, of whatever kind and wherever situ- ate, to my son, DONALD H. YOST. In the event my son, DONALD H. YOST, shall fail to survive me, I direct that the rest, residue and remainder of my property shall be distributed to my daughter-in-law, GEORGENE H. YOST. In the event that neither my son, DONALD H. YOST, nor my daughter-in-law, GEORGENE H. YOST, shall survive me, I direct that the rest, residue and remainder shall be distributed to my sur- viving issue, by right of representation. SI][TH: I hereby nominate and appoint my son, DONALD H. YOST, as Personal Representative of this, my Last Will and Testament, and direct that he shall serve without bond. In the event my son, DONALD H. YOST, is unwilling or unable, for any reason, to serve as Personal Representative, I nominate and appoint my daughter-in- law, GEORGENE H. YOST, as Personal Representative, without bond. SE~ENT[~ My Personal Representative appointed herein shall have the following powers, in addition to those granted by law or by other provisions of this, my Last Will and Testament: A. To retain any and all property at any time received; B. To invest in all forms of property, including, but not limited to, all types of stocks and bonds, shares of investment companies and participations in common trust funds, without being confined to legal invest- ments for fiduciaries; or to keep cash in banks uninvested if deemed advisable for the protection of principal; C. To buy investments at a premium or discount; D. To give proxies, both ministerial and discretionary; E. To join in the recapitalization, merger, consolida- tion, reorganization, voting trust plan, or other concerted action of investors, and to delegate dis- cretionary duties with respect thereto; to deposit securities under agreements and pay assessments, to subscribe for stock and bond privileges and generally to exercise all rights of security holders; F. To hold property unregistered or the name of nominee; G. To borrow money and pledge real and personal property as security for repayment; To compromise claims; I. To sell real and personal property, at public or private sale, for cash and/or credit; to lease or mortgage such property for any period of time, to give options for sales, exchanges, or leases; and to manage, develop, repair, improve, exchange, or join in the partition of real property; J. To distribute in cash or kind, or partly in each; and K. To execute and deliver all instruments of writing necessary or appropriate for the exercise of any of their powers and to do all other acts in their judg- 4 ment necessary or desirable for the proper manage- ment, investment and distribution of my estate. IN WITNESS WHEREOF, I, SOPHIE E. YOST, the Testatrix, sign my name to this instrument this 14th day of January, 1992, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as mY Last Will and Testa- ment and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no con- straint or undue influence. SOP~[IE E. YOST M. W. McCARTHY J i,l a u/:t l lJi We, a nd , the witnesses, sign our names to this instrument, being first duly sworn, and do hereby declare to the undersigned authority that the Testatrix willingly signs and executes this instrument as her Last Will and Testament and that each of us, in the presence and hearing of the Testatrix, hereby signs this Will as witness to the Testa- trix signing, and that to the best of our knowledge the Testatrix is eighteen years of age or older, of sound mind, and under no con- straint or undue influence. STATE OF ARIZONA ) ) ss. County of Mar icopa ) SUBSCRIBED AND SWORN TO OR ACKNOWLEDGED before me by SOPHIE E. YOST, the Testatrix, and subscribed and sworn to before me by M. W. McCARTHY and JAM.ES E. MARQUARD'I- , witnesses, this 14th day of January, 1992. My commission expires: No%ary Publ ~ ~ My commission expires Aug. 22, 1992 Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters WHEREAS, on the 21st dated January 14th 1992 No. 2003-00152 PA No. 21-03-0152 ESTATE OF YOST SOPHIE E a/k/a YOST "BETTY" Late of MIDDLESEX TOWNSHIP Deceased Social Security No. 171-38-5707 day of February was admitted to probate as the last will of YOST SOPHIE E a/k/a YOST "BETTY" 2003 an instrument late of MIDDLESEX TOWNSHIP , CUMBERLAND County, who died on the 14th day of February 2003 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to YOST DONALD H who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 21st day of February 2003. **NOTE** ALL NAMES ABO~-E APPF2%R (I~%ST, FIRST, MIDDLE) Name of Decedent: STATUS REPORT UNDER RULE 6.12 Date of Death: l~ '7--- Admin. No.: ~ [-.-~ '~- 01 .-.("2..- Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: Did the personal representative file a final account with the Court? Yes _ No [~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal r.~resentative state an account informally to the parties in interest? Yes 1~1 No [~ 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 report. Date: ~- -']- ;7- I- 05 .~ Signature. Sanle Address Telephone No. Capacity: ~ Personal Representative t_l Counsel for personal representative ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 18060! HARRISBURG, PA 17118-0601 CONHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCT/ONS AND ASSESSHENT OF TAX REV-1647 EX AFP (01-B3) DONALD H YOST LOT q$ 612 RANGE END RD t ..... DILLSBURG PA 1701~;~ '03 5'.~i-~ -9 DATE ESTATE OF DATE OF DEATH FZLE NUMBER ACN 09-01-2005 YOST 02-1q-2005 21 05-0152 CUMBERLAND 101 Amount SOPHIE E MAKE CHECK PAYABLE AND REM'rT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF YOST SOPHIE E FILE NO. 21 05-0152 ACN 101 DATE 09-01-2005 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. ClosaZy Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (SchaduZe D) (q) $. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tote1 Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liebilltias/Lians (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 15. lq. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Subject to Tax 22~167. O0 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper port,on .00 of this fore with your tax payeent. .00 (8) lq,162.00 0O NOTE 21,167.00 (11) lq.]G2.nO (12) 8,005.00 (15) . O0 (1,) 8,005. O0 Zf an assessnent Nas issued prevlousZy, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. 18 and 19 ~ill TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT 1S REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORM FOR INSTRUCTIONS.) ZF PAZD AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. $60.25 .00 .00 .00 ASSESSHENT OF TAX: 15. Amount of Line lq at Spousal rata 16. Amount of Line 1~ taxable at Lineal/Class A rate 17. Amount of Line lq at Sibling rata 18. Amount of Line lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 05-15-2005 CD002565 18.01 08-25-2005 REFUND .00 AMOUNT PAID [ q00.00 57.78- (25), .00 x O0 = .00 (16) 8,005.00 x Oq5= 560.2:3 (17) .00 x 12 = .00 (lB) .00 X 15 = .00 (1~)= 560.25 RESERVATZON: Estates of decedents dying on or before December Il, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collatmral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Comaonaealth hereby expressly reserves the right to appraise end assess transfer Znheritance Taxes at the la~ful Class B (collateral) rate on any such future intmrest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit ~ith your payment to the Register of NilZs printed on the reverse side. --Hake check or money order payable to: REGZSTER OF NZLLSj AGENT A refund of a tax credit, ~hich ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at tho Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z~-hour answering service for fores ordering: 1-800-36Z-2050; services for taxpayers aith special hearing and / or speaking needs: 1-800-~q7-30ZO (TT only). Any party in interest not satisfied ~ith the appraisement, allowance, or disalloeanca of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object ~ithin sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZBZOZZ, Harrisburg, PA 17128-lOZ1, 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 Nriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revie~ Unit, Dept. lB0601, Harrisburg, PA 171Z8-060! Phone (?17) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resldent Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid ~ithin three (5) calendar months after the decedent's death, a five percent (51) discount of the tax paid is alloaed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in tho same manner and in the the same time period as you ~ould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning ~ith first day of deZinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ~hich became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent per annum calculated at e daily rate of .00016~. All taxes which became delinquent on and after January 1, 198Z a111 bear interest at a rate mhich ~ill vary free calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 are: Xnterest Daily Interest Dally Interest Daily Year Rate Factor Year Rate Factor Yea__r Rate Factor 198Z 20Z .0005~8 1987 9Z .O00Z~7 1999 7Z .00019Z 1983 16Z .000438 1988-1991 11Z .000301 2000 8Z .000219 198~ 11Z .000301 199Z 9Z .O00Z~7 2001 9Z .0002~7 1985 132 .000356 199~-199~ ?Z .00019Z ZOOZ 62 .00016~ 1986 ZOZ .O00Z7~ 1995-1998 9Z .O00Z~7 ZOO3 52 .000137 --Xntarest is calculated as foZ1oas: XNTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELTNQUENT X DAXLY 'rNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Zf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8060l HARRISBURG, PA 171ZB-0601 DONALD H YOST LOT q$ 612 RANGE END RD DILLSBURG PA 17019 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE ESTATE OF DATE OF DEATH FILE NUHBER ACN REV-1607 EX AFP (01-03) 09-08-2005 YOST SOPHIE E 02-1q-2005 21 05-0152 CUHBERLAND 101 Amoun~ Remitted I HAKE CHECK PAYABLE ANB REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment. CUT ALONG TH'rS LINE ~ RETAIN LO~/ER PORTION FOR YOUR RECORDS *~ REV-1607 EX AFP (01-03) ~# INHERITANCE TAX STATEMENT OF ACCOUNT ~x# ESTATE OFYOST SOPHIE E FILE NO. 21 05-0152 ACN 101 DATE 09-08-2005 THIS STATEMENT 'rs P~OV'rDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH ZN THE NAMED ESTATE. SHO#N BELO# 'rS A SUMMARY OF THE PR'rNCIPAL TAX DUE, APPL'rCAT'rON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, *rF APPLICABLE, A PROJECTED .rNTEREST F.rgURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-01-2005 PRINCIPAL TAX DUE: .......................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 560.25 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-15-2005 08-25-2005 CD002565 REFUND 18.01 .00 q00.00 57.78- .rF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL ZNTEREST. ( ZF TOTAL DUE 'rS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT' (CR), TOTAL TAX CREDIT 560.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORM FOR TNSTRUCTZONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment sade payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- Tf NON-RESTDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND (CR): 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-1313). Applications are available at the Office of the Register of Mills, any of the Z3 Revenue District Offices or free the Department's Iq-hour answering service for fores ordering: 1-800-36Z-ZOSO~ services for taxpayers with special hearing and / or speaking needs: 1-800-qqT-3OZO (TT only). REPLY TO: guastions regarding errors contained on this notice should be addressed to: PA Depertwent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZSgSOL, Harrisburg, PA L71ZS-O68L, phone (7L7) 787-6S05. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The LSZ tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. iNTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of death, to the date cf payment. Taxes which became delinquent before January L, 198Z bear interest at the rate of six (6Z) percent par annum caIculatsd at a daily rate of .000L66. AIl taxes which became delinquent on and after January 1, LgSZ will bear interest at a rate which will vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19BI through ZOO3 ara: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor Year Rate Daily Factor 198Z ZOZ .000568 L987 9Z .000267 1999 7Z .00019Z 1983 16Z .000638 1988-1991 llZ .000301 ZOO0 8Z .OOOZ19 1986 I1Z .000301 199Z 9Z .000267 ZOO! 9Z .000Z67 1985 132 .000356 1993-1996 7Z .000192 ZOO2 62 .000166 1986 lOZ .OOOZ76 1995-1998 9Z .000Z67 ZOOS 52 .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY /NTEREST 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.