The URL can be used to link to this page

Home My WebLink About04-0726PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estam ~ James Paul Taylor No. abo known ~ To: late of Cumberland County, Pennsylvania Deceased. Social Security No. 16 5 - 4 2 - 1 10 7 The petition of the undersigned respectfully represents that: Your petitioner(s), who is~ 18 years of age or older, appl Y Register of Wills for the County of Cumberland in the Commonwealth of ~sylvania for l~ters of a(~]inistr~ on tlhe estate of (d.b.n.; pendente lite; durant¢ absentia; durantc minoritate) ~.~-,~ the above decedent. ~i:~' Decendent was domiciled at death in C umber 1 a n d Cou~y~i?enn~j,~vania, cc~ .... h is last family or principal residence at ..17 ~ (] lq~olc]~y nr~v~, New dOlm~er!a, nd, (list street, number and municipality) at Decendent, then __ 5.~ ......... years of age, died J.U.2,,Y_ 27 . 1720 Beckle¥ Drive, New Cumberland. PA Deccndent at death owned property with estimated values as folllows: (If domiciled in Pa.) Ail personal property $ i, 0 0 0.0 0 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 1,0 0 0.0 0 situated as follows: ] 7~ B~!ey Drive, Ne~.q Cumber!=_nd, PA PA Petitioner s after a proper search haVe ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence ~r~n~ D. T~yqnr Son 4420 Packard Lane, Camp Amanda E. Taylor Daughter ~20 P~k~rd 1,~r Camp Hill, Hill, THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~ vt~ANK D. TAYLOR 'fi~ E. GLADE TAYLOR ~/ ~g 442u PACKARD LANE 689 S. HAMPTON AT WATERFORD ~O ~:~ CAMP 'HILL, PA 17011 YORK, PA 17402 ~o OATH OF PERSONAL ~PR~ENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF_ CUMBERLAND 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 representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affi~n?ed and subscribed ,~,. Auqust No. JAMES PAUL TAYLOR , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW C~ q'/~ ~llL2.0d~, in consideration of t.e petition on the reverse side hereof, satisfa~ory proof having been presented before me, IT IS DECREED that F;~ANI< D. mAYT.t~ ~nd ~ ~T.~ m~¥r.OR is/are entitled to Letters of Adminislxation, and in accord with such finding, Letters of Administration are hereby granted to in the estate of JAMES. PAHT,. TAYI,OR Letters of Administration ..... $~ Short Cercificates(/~ .......... $~ ~, .;~C f?. .'.::l:. ~s,.,. . . s.. IO. oo TOTAL ~ $ Filed .q~ ........... A.D. 'l~,J egistcr of Wills ~ ~ ~ ALBERT G. BARNES, F.~Q. (07452) A'FFORNEY (Sup. ~. I.D. No.) 268 EAST MARKET ST., YORK, PA 17403 ~D~SS (7]7) R45-15n6 PHO~ ERT. NO. WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COiVIMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS L.()C.~,L REGISTRAR'S CERTIFICATION OF DEA~' T5699008 Name of Decedent James Paul Taylor Fimt Middle Last Sex Male 165-42-1107 Social Security No. Date of Death July 27, 2004 Date of Birth Nov. 29, 1951 Birthplace Berwick, PA Place of Death 1720 Beckley Drive Cumberland New Cumberland Boro Pennsylvania Facili~/ Name Oobr/tv City Borough or Township - Race. White Occupation Software Database ., _ Adm~nf~tratu~ (Mcdlc.la~fr~luF~of~c_~ ~'~s.~rNo) No Marital Status D~vorced uecedent s Mailing Address 1720 Beckley Dr., New Cumberland, PA 17070 Number Street City or Town State Informant Glade Taylor Albert L. Kuhner _ Funeral Director Name and Address of Baumeister, Orcutt & Small, 751 S Queen St., York, PA 17403 Funeral Establishment · Part I: Part I1: Immediate Cause (a) (b) (c) Chronic Obstructive Pulmonary Disease Interval Between Onset and Death (d) Other Significant Condit~o~Dt~° t e CVA; Ischemic Heart Disease Manner of Death Natural ~x Homicide Accident [] Pending Investigation Suicide [] Could not be Determined Name and Title of Certfier Describe how injury occurred: Michael L. Norris, Coroner Address 6375 Basehore Road, Suite ~1 Mechanicsburg, PA 170(~10D'' D.C., Coroner, M.E.) This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fili~~, J u 1 y 31 , 2 0 0 4 Loca) g ....... t Vita, Records District NO. -. 13~(~B[r';';~' Drive, Dallastown, PA 17313 Date Received by Local Registr~ Street Address City, Borough, Township WELTMAN, WEINBERG & REIS CO.~ L.P.A. ATTORNEYS AT LAW 175 South Third Street, Suite 900 Columbus, Ohio 43215 800.325.9965 614. 801.2710 www.weltman.com October 2, 2004 Cumberland, Register Of Wills One Courthouse Square Carlisle, PA 017013 Estate of James Taylor Case No. 21-04-726 Our Client: Dell Financial Services Account No. 6879450129006071727 Balance Due: $1,007.59 Our File No. 3871130 BURLINGTON, NJ 609.914.0437 CINCINNATI, OH 513.723.2200 CLEVELAND, OH 216.685.1000 DETROIT, MI 248.362.6100 PHILADELPHLS-, PA 215.599.1500 PITTSBURGH, PA 412,43~955 Dear Clerk of Courts: This law firm represents Dell Financial Services in connection with its claim which we wish to file on our client's behalf into the estate of James Taylor, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 6879450129006071727 in the amount of $1,007.59. As of the date of this letter, this is the amount due. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. Authorized agent for the claimant DOL:sek Enclosures Albert G Barnes O- WW_R# 3871130 IN MATTERSOFPROBATE § § DocketNo.21-04-726 PROBATECOURTNO. § § STYLE OF CUMBERLAND, REGISTER OF WILLS COUNTY, TEXAS § ESTATE:James Taylor Deceased/12,~iner/Ine apa,zimted SWORN STATEMENT SUPPORTING CLAIM AGAiNST ESTATE I, Dustin Oldham Authorized Agent for Claimant, hereinafter called Affiant, do solemnly swear that the foregoing and attached claim against the above numbered and styled Estate, amounting to the sum of Dollars $1,007.59 Dollars is a just claim, having made diligent inquiry and examination, and that all legal offsets, payments, and credits known to Affiant have been allowed, and that the sum herein claimed is just and due. For an installment loan with Dell Financial Services Account No. 6879450129006071727 *Affiant further states that he is cognizant ~the facts contained in this Affidavit. ,,~,~ ~....~.:""-~ ~ ', Dustin Oldham :~,O...'MX,\3; f../~'r..q~':-, ,c~e,o~ n omm Authorized Agent for Clmmant ° ~~'~"*: M C0mmi ' ' ' 175 South Third Street, State 900 subscribed before me on October 2. =004 0 Notary Public, in and for the State of Ohio * The last sentence should be stricken out if Affiant is the owner of the claim. (§ 308 Texas Probate Code requires this statement to be accompanied by an exhibit) The within Claim for $ and was denied/allowed on and styled Estate. APPROVAL OR DENIAL OF CLAIM was presented to me on , as a claim against the above numbered Title: WWR # 3871130 STATEMENT OF ACCOUNTS FOR: Dell Financial Services DECEDENT'S NAME: lames Taylor ADDRESS: 1720 Beckley Drive CSZ: New Cumberland~ PA 17070 SSN: 165-42-1107 ACCOUNT #: 6879450129006071727 DOD: 07/27/04 BALANCE DUE: $1,007.59 EXHIBIT A 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 004554 TAYLOR DEE 114 OAK RIDGE LANE DALLASTOWN, PA 17313 ........ fold ESTATE INFORMATION: SSN: 165-42-1107 FILE NUMBER: 2104-0726 DECEDENT NAME: TAYLOR JAMES PAUL DATE OF PAYMENT: 10/27/2004 POSTMARK DATE: 1 0/27/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 07/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $8,800.00 REMARKS: DEE TAYLOR TOTAL AMOUNT PAID: $8,800.00 SEAL CHECK//306 INITIALS: SK RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NAME OF DECEDENT: DATE OF DEATH: FILE NUMBER: JAMES P. TAYLOR JULY 27, 2OO4 2004.00726 To the Register: I certify that the notice of beneficial interest 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 October 27, 2004. Frank D. Taylor 5507 Moreland Court, Apartment #4 Mechanicsburg, Pennsylvania 17055 Amanda E. Taylor, a Minor c/o Cynthia K. Taylor, her Parent and Natural Guardian 4429 Packard Lane Camp Hill, Pennsylvania 17011 DATED: O ,~e~ber 27i:2004 Notice has now been given to all persons entitled thereto under Rule 5.6(a). 268 East Market Street York, Pennsylvania 17403 (717) 845-1546 Counsel for Personal Representatives COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: JAMES P TAYLOR Deceased Court File No: 2104-0726 TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A, 93532(b)(2). CITIBANK USA, N.A. (SEARS ROEBUCK & CO) 1) Claimant's name: CIO BALOGH BECKER L TD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 877-768-4494 3) Creditor listed below is the owner and holder of a claim in the amount of $ 5344.30 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decede~t'5 address: 1720 BECKLEY op, NEW r-"':'::MBERLAND, p~ )7070 - ) Date of Death: 07124104 .....J 6) 7) That the claim arose prior to the death of the decedent on or about .-;"i 8) That the claim is secured by , r'\.J VJ On behalf of the claimant, I do solemnly declare and affirm under the penaitles of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: JAN 1 4 2005 Chelsea A. Whitley/Angela M. Horn/Mary Ellen Weeman/Chad BoUnskefThe Lee, Attorney-in-Fact Written notice of claim was given to Personal Representative and/or his/h r counsel as stated below: FRANK TAYLOR Name 4420 PACKARD IN Address CAMP Hill, PA 17011 City/State/ ip I V'- IN RE ESTATE OF: JAMES P TAYLOR AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: I. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of hislher duties. 3. The Decedent purchased merchandise in the amount of $ 5344.30 account number 5121071797769555 evidenced by 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not BALOGH BE~, LTD. By: ~--. Attorneys-in-Fact: ./ Chelsea A. Whitley _ Angela M. Horn ~ Michael D. Johnson Mary Ellen Weeman_ Thersia O. Lee Chad J. Bolinske 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4811 Subscribed and sworn before me This JJ:t- day~, 2005. .....1 --':1 [\~) ',,(:i ~~<-:.L,"-..AU-_',_,:':;.-.~,,".' ~."'~: JOEl M WOLF . Z~.'...");\I NOTARV p. U8UC-,MINNESOfA i(~f:/ HE'('4NEPIN COUN~ ') ~''''''-' M~' mmi-,-"rf;.V[(,;)RL",1...OC9 -._.-' 'f\"~:_..".~'::;,~_,,,,,,__w_ REV-l500 EX (6{)()) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ~"L ~~6 OJ A,?,I:) c135 (JD I_I ~5REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER .2...-L -lL-4 lLL.-2--5-_ COLNTY CODE YEAR ~ER I- DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z JAMES P. TAYLOR ESTATE 165-42-1107 W DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD- YEAR) THIS RETURN MUST BE FILED IN llUPUCATE WITH THE C W 07/27/2004 REGISTER OF WILLS (J W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER C w [ZJ 1. Original Retum 0 2. Supplemental Retum o 3. RernainderRelum(daI.ofdeathpriortoI2-13-ll2) ",!;i;en o 4. L1mijed Estate 0 4a. Future Interest Compromise (dol. of death ofter 12-12-82) o 5, Federal Estate Tax Return Required uO::'" wO-u [ZJ 6. Decedent Died Testate (AIlad1 copy of V\l~ 0 :>:00 7. Decedent Maintained a Living Trust (AlIachcopy ofTrtllI) ~ 8, TOOl! Number of Safe Deposij Boxes uO::...J O-lD 0- o 9. LijigEiion Proceeds Received o 10. Spousal Poverty Credij (daI. of death -.en 12-31-91 ard 1-1-95) o 11. Eiection to tax under Sec. 9113(A) (Attach Sch 0) <( f- THIS SECTION MUST BE COMPlETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z NAME COMPLETE MAILING ADDRESS w 0 JAMES P. O'MARA, CPA 3214 EAST MARKET STREET z 0 FIRM NAME (If ~cabIe) 0- YORK, PA 17402 en JAMES . O'MARA, P.C. w 0:: 0:: TELEPHONE NUMBER 0 u 717-840-0031 1. Real Estate (Schedule A) (1) 105,000.00 OFFICIAL blSE ONLY r.."~::'; 17.50 c:.':1 2. Stocks and Bonds (Schedule B) (2) , 1 )'" 3. Closely Held Corporation, PiI1nership or So/e.Proprietorship (3) " 4. Mortgages & Notes Receivable (Schedule D) (4) r'~.', C') 5. Cash, Bank Deposijs & Miscella1eOUs Personal Property (5) 21,299.00 - " Z (Schedule E) - 0 -""'~ 6. Jointly 0Nned Property (Schedule F) (6) 826.50 .,....,~ 5 .. o Sepa-ate Billing Requested en C.J ~ 7. Inter-VIVOS Transfers & MisoeIla1eOUS Noo-Probate Property (7) 76,330.00 I- (Schedule G or l) a:: 8. Total Gross Assels (total Lines 1 - 7) (8) 203,473.00 c( (J 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 20,137.00 W 0:: 10. Debts d Decedent, Mortgage Liabilijies, & Liens (Schedule I) (10) 112,223.00 11. Total Deduclions(toIal Lines 9 & 10) (11) 132,360.00 12. Net Value of Estate (Line 8 minus Line 11) (12) 71,113.00 13. Char~leand Governmental BequestslSec9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 71,113.00 SEE INSlRUCTIONS FOR APPUCABlE RATES Z 15, Amount d Line 14 taxable at tile spousal tax 0 ~ l1ie, or transfers under Sec. 9116 (a)(1.2) X ,0_ (15) ~ 16. Amount d Line 14 taxable at iineal rate x.O_ (16) ~ D. 17. Amount d Line 14 taxable at sibling rate 71,113.00 X .12 (17) 8,533.56 ~ 0 18, AmOll1l of Line 14 taxable at collateral rate X .15 (18) (J ~ 19. TaxDue (19) 8,533.56 20. IZJ I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I V,SlFPA42021F.l > > BE SURE TO ANSWeR ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET,ADDRESS 1720 BECKLEY DRIVE CITY NEW CUMBERLAND I STATE PA I ZIP 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 8,533.56 8,800.00 463.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 9,263.00 Total Interest/Penalty (D + E) (3) 4. II 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) 5. If Line 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) 729.44 0.00 A. Enter the interest on the tax due. (SA) B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSVIIER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS DATE ~ )q,h.( 5507 Moreland Ct., Apt. 4, Mechanicsburg, DA~ PA 17055 ~\. - 2.\.0- D.=:~ For dates of death on or after July 1, 1994 !rid before January 1, 1995, the tax rate imposed on the net value of tfWISfers 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 JiIluary 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) (i1)J. The statute does not exemDl a tfWISfer to a surviving spouse tTom tax, and the statutOly requirements for disclosure of assets and filing a tax return are still applicable even il 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 oftransfers to or for the use 01 the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J. The lax rate imposed on the net value oftransfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. STFPA42021F.2 REV-1502 EX + (1-97) (I) COMMONVIfAl.TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF JAMES P. TAYLOR ESTATE A111ll11 property owned solely or as a leIa1Iln conmon must be reporl8d at fair market value. Fair market value is defined as the price at which property would be excha1ged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads. Real property which is jointly-owned with right 01 survivorship must be cisclosed on Schedule F. I~M NUMBER FILE NUMBER DESCRIPTION VALUE AT DATE OF DEATH 105,000 1. RESIDENCE - 1720 BECKLEY DRIVE NEW CUMBERLAND, PA 17070 CUMBERLAND COUNTY TAX PARCEL NO. 26-23-0543-402 S1FPA42021F.3 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 105,000.00 REV-1503 EX + (1-97) (I) COMMQN\\QLTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF JAMES P. TAYLOR ESTATE FILE NUMBER All property jointly-owned with the right 01 survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. 186 SHARES OF CONSUMER FINANCIAL CORP. (CFIN) TRADING DATE 7/28/04 AVERAGE OF HI AND LO FOR DAY WAS $0.094 VALUE AT DATE OF DEATH 17.50 S1FPA42021F.4 TOTAL (Also enter on line 2, Recapnulation) $ (If more space is needed, inser1 additional sheets of the same size) 17.50 REV-1508 EX + (1-97) (I) COMMQN\\QLTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF JAMES P. TAYLOR ESTATE FILE NUMBER hclude the proceeds ci litigation lI1d the date the proceeds ~ received by the eslae. All property joirtly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CHECKING ACCOUNT - M&T BANK #10085394 16,066 2. SAVINGS ACCOUNT - M&T BANK #015004208669662 2,951 3. MISCELLANEOUS PERSONAL PROPERTY 1,875 4. PREPAID NEWSPAPER SUBSCRIPTION 11 5. PREPAID AUTO INSURANCE - PROGRESSIVE INSURANCE 346 6. PREPAID CABLE TELEVISION 50 STF PA42021 F.9 TOTAL (Also enter on line 5, Recapitulciion) $ (If more space is needed, insert additional sheets of the same size) 21,299.00 REV-1509 EX + (1-97) (I) COMM~TH OF PENNSYL\b\N1A INHERITANCE TAX RETURN RESIDENT OECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF JAMES P. TAYLOR ESTATE FILE NUMBER If an asset was made joint within one y_ of the decedent's dale of death, it must be reported on Schedule G. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO OECEDENT A. CYNTHIA K. TAYLOR 4420 PACKARD LANE CAMP HILL, PA 17011 SSN: 176-52-9352 EX-WIFE B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE IrcUle I1IIT'll of firardal irolil1iion ll'II bat accout runber or sirri.. ideriifyi'll rurIler. DATE OF DEATH DECD'S \l\LUEOF NUMBER TENANT JOINT AlIacI1 deed for joirtty.l'ekl real estale. \l\LUE OF ASSET INTEREST DECEOENTS INTEREST 1. A. 1998 TWO (2) $100 SERIES EE US SAVINGS BONDS MATURING IN 2028 129.00 50 64.50 2. A AMERICAN EXPRESS ACCOUNT 1,524 50 762.00 TOTAL (Also enter on line 6, Recapitulation) $ 826.50 .. (If more space IS needed, Insert addttlonal sheets of the same size) STFPA42021F.10 REV-151o EX + (1-97) (I) COMMON\\EAl.1H OF PENNSYll/AN1A INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INlER-V1VOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF JAMES P. TAYLOR ESTATE FILE NUMBER This schedlie must be completed and filed W the a~ to any ri questions 1 through 4 on the reverse side ri the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY It-ClLOE M N\ME OF M TRANSFEREE, ~R RElATlot-lSflP TO DECEDENT AI{) M DATE OF TRANSFER. ATTACH A COPY OF M DEED FOR REAL ESTATE. DATE OF DEATH VAlUE OF ASSET 73,291 %OF DECD'S INTEREST 100 EXCLUSION TAXABLE VAlUE QF APPUCABlE) 1. CAPITAL BLUE CROSS 401(k) PLAN 73,291.00 2. SERIES EE SAVINGS BONDS POD - DAVID W. TAYLOR 56 @ $50 REDEMPTION VALUE HAVING VARIOUS REDEMPTION DATES. 3,039 100 3,039.00 STFPA42021Fl1 TOTAL (Also enter on line 7, Recap~ulation) $ (If more space is needed, insert lIld~ional sheets of the sa'TIe size) 76 330.00 REV-1511 EX + (1-97) (I) COMMON\\EAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF JAMES P. TAYLOR ESTATE FILE NUMBER llebls of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. FUNERAL 7,704 2 . CEMETERY PLOT 2,420 3. GRAVE MARKER 1,036 B. ADMINISTRATIVE COSTS: 1. Personal Representiive's Commissions Nane ri Personal Representalive(s) SociaJ Security Number(s) I EIN Number ri Personai Representliive(s) Street Address City Slate Zip Year(s) Corrvnission Paid: 2. Attorney Fees 2,800 3. Family Exemption: (f deoedenfs address is not the same as claimalt's, attach explanation) Claimalt Street Address City Slate Zip Relationship ri Claimll11 to Decedent 4. Probate Fees 100 5. Accountant's Fees 6. Tax Return Prepll'er's Fees 2,000 7. TRANSFER TAXES AND CLOSING COSTS ASSOCIATED WITH SALE OF PERSONAL RESIDENCE, ITEM #1, SCHEDULE A. 1,663 8. FURNACE & ELECTRICAL REPAIR 1,147 9. UTILITIES ON RESIDENCE WHILE FOR SALE 1,227 10. BANK CHARGES 40 TOTAL (Also enter on line 9, Recapitulation) $ 20,137.00 .. (If more space IS needed, Insert lIldnlonal sheets of the same size) SlFPA42021F.12 REV-1512 EX + (1-97) (I) COMMONV.fAlTH OF PENNSYllIANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF JAMES P. TAYLOR ESTATE FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 5,344 3,430 101,060 1,008 147 1,234 1. SEARS MASTER CARD 2. AUTO REPAIR - HIGHLAND LEASE CORPORATION 3. RESIDENTIAL MORTGAGE - SEE SETTLEMENT SHEET 4. DELL FINANCIAL SERVICES 5. AT&T WIRELESS 6. FEDERAL INCOME TAX PAYABLE STFPA42021F.13 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is n~~, insert additional sheets of the same size) 112,223.00 REV-1513EX+(9./JO) . COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT OECEOENT SCHEDULE J BENEFICIARIES ESTATE OF JAMES P. TAYLOR FILE NUMBER 21-04-0726 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS pnelude outright spousal distributions, and tnlnsfers under Soc. 9116 (a) (1.2)] FRANK D. TAYLOR 5507 MORELAND COURT, APT. 4 MECHANICSBURG, PA 17055 SON 50% TANGIBLE AMANDA E. TAYLOR 4420 PACKARD LANE CAMP HILL, PA 17011 DAUGHTER 50% TANGIBLE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER ~HEET n NON. TAXABLE DISTRIBUTIONS: A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $ Of more spacs Is needad, insert addiUonal sheets of tha same size) A ~U,S, DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OMB No. 2502-0265 SETTLEMENT STATEMENT TITLEPRQ REALTY ABSTRACT lllserprinl COMPANY B. TYPE OF LOAN 2100 East Market Street York, PA 17402 ,. [ [FHA 21 I FMHA 3. I J CONY. UNINS 4. \ IVA 5 I 1 CONV INS Phone: (717) 755-8515 Fax: (717) 755-3057 6. FilE NUMBER I 7, LOAN NUMBER' 4323 8. MORT. INS. CASE NO C. NOTE This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown Items markeo '(p.o.c.)' were paid oulside the closing; they are shown here for informational purposes and are not included in the totals D. NAME AND ADDRESS OF BORROWER' E. NAME AND ADDRESS OF SELLER F NAME AND ADDRESS OF LENDER WARREN T. JOHNSON JAMES P. TAYLOR ESTATE LINDA R. WHITE G. PROPERTY LOCATION' H. SETTLEMENT AGENT I SETTLEMENT DATE NEW CUMBERLAND, PA 17070 1720 BECKLEY DRIVE REALTY ABSTRACT COMPANY 03/14/05 NEW CUMBERLAND PLACE OF SETTLEMENT Cumberland 2100 EAST MARKET STREET, YORK PA 17402 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100 GROSS AMOUNT DUE FROM BORROWER 40o.GROSS AMOUNT DUE TO SELL-ER 101 Contract sales price 1050aO.00 40tContract sales price 105000.00 10:' Personal property 402.Personal property 10;\ Settlement charges to borrower (line 1400) 2786.71 403 10.1 404 10" 405 Adjustments lor items paid by s~ller in advance Adjustments 10r items pa'ld by seller in advance 101; City/Town lax to 406,City/Town lax to I 107 County lax \0 407,County tax to lOll Assessments to 4oa.Assessments to 10<:\ school 03/14705\006/30705 314.69 409. School 03/14/05\006/3 0 /0 5 314.69 '" to 410 to '" S/R:$68.60/Q ENDING 3/31 12.78 ." S/R:;;68.60/Q ENDING 3/31 12.78 II:! 412 120. GROSS AMOUNT DUE FROM BORROWER 108114.18 420.GROSS AMOUNT DUE TO SELLER 105327.47 '()() AMOUNTS PAID BY OR IN BEHALF OF BORROWER SOD. REDUCTIONS IN AMOUNT DUE TO SELLER '01 Deposit or earnest money 10000.00 501.t:xcess deposit (see instructions) 10000.00 "()2 Principal amount of new loan(s) 502.Selllement charges to seller (line 1400) 1239.37 '0;\ Existing loan(s) taken subject to sQ3.Ex:tsting loan(s) taken subject to :!0.1 504.Payoff of First Mortgage Loan NATIONAL CITY MORTGAGE 101059.92 :!()5 505.Payoft of Second Mortgage Loan '.'Oli 506 !\i7 507 ;J()H 508 I :>O!l 509 Adjustments for items unpaid by seller Adjustments for items unpaid by seller -'I() City/Town tax \0 51O.CityfTown tax to :'11 County l~IX 01/01/05\003-/14705 96.59 51 t.County lax 01/01/0 5to 03/14/05 96.59 212. Assessments \0 512.Assessmants to ;>1:1 School to 513. School to ;>\.1 514 "IS 515 :~ 1 Ii 515 :-'17 517 :>1/1 "" '\'1 5\9 !:!11 T01"AL PAID BVIFOR BoRROWER 10096.59 52()TOTAL REDUCTION AMOUNT DUE SELl.ER 112395.88 H)() CASH AT SETTLEMENT FROM OR TO BORROWER 6o()CASH AT SETTLEMENT TO OR FROM SELLER :\{"l\ Gross amount due lrom borrower (\"Ine 120) 108114.18 601.Gross amount due to seller (line 420) 105327.47 :\0:> Less amount paid by/lor borrower (line 220) 10096.59 fio2Less reduction amount due seller (line 520) 112395.88 '0:' CASH (IXJ FROM) ([ ] TO) BORROWER 98D17.59 60,CASH ([ ] TO) (IXI FROM) SELLER 7068.41 '" tAJ~ ~h . /J.l _.~ JPI'1t:V/~~f<= ~y K i>:f;4v~7 J- /--6 ~.Lv' .,;,' Buyer or BorrowC( s SlgrlalU{\1 Seller's Signature y.." e" (^, "V{ of' ~. / );UO.I Ro, 5/86 J ,,' . -<>'1' J.<-v ~'lc- / --v- ",'/ .r' NT CHARGES 4323 AL SALES/BROKER'S COMMISSION based on price $ 105000 . 00 Oivision of Commission (line 700) as tollows. Total: $ to $ to U.S DEPARTMENT OF HOUSING AND URBAN DEVELOPMEW SETTLEMENT STATEMENT OMB No 2502-0265 $0.00 ,/" :'O~ 'oJ.) Crlflll11lso;ioll paid at Settlement ?(lJ "('0 ITEMS PA VABLE IN CONNECTION W\l'H LOAN 0.01 1_0,111 OriCJination Fee % ,,0::: L08,1l Discount % e03 Appraisal Fee to 50.l Credit RepOrllO 80S Lenders Inspection Fee (l06 Mortgage Insurance Application Fee to 807 Assumption Fee '-'08 '\0'.1 ,W,10 "11 IIJO ITEMS RECUIRED BY LENDER TO BE PAID IN ADVANCE '11,11 Int~J8o~t horn 03/14/05 to @$ fday ')0::' Mor1CJ,lCJ8 Il,sUfOlIlce Premium tor ',03 Hazard tnsurance Premium lor '104 mo to YTS \0 yrs 10 RESERVES DEPOSITED WITH LENDER FOR H,1zarcllnsurance me @$ Mort~J3ge Insurance mo @ $ City/Town t3X mo @$ Coullty lax mo @ $ 40 . 25 I(JOS Assessments mo @$ 1(10G mo @ $ 87 . 81 lOll: me @$ IU08 me @$. 1100 TITLE CHARGES \ 10\ Settlement or closing leelo 1102 Abstroct or title search to 1103 Tille eX.'lmination \0 1104 Tille insurance binder to 1105 Document preparation to 110(; Not8.ry fees to AttornAY'S tees to {incllldes above items No.:) Title Insurance to Imo Imo /mo - Imo Imo. Imo Imo. Imo 105 Misc $ 10.00 BRENDA BLAXLAND ALBERT G. BARNES, ESQ. REALTY ABSTRACT i illclucles Elbove items No l.endAr's coverage $ Owner.s coverage $ 1111 PA END I'" COURIER 105,000 8.1 100 300 REALTY AB UPS 1113 1:200 GOVERNMENT RECORDING AND TRANSFER CHARGES 1::'01 Recording/ees Deed$ 40.00 Mortgage$ 1:;:02 CllvlcOllllly tax/slflmps Deed $ 1050 . 00 Mortgage $ 120.1 State tax/stamps Deed $ 1050 . 00 Mortgage $ 1:.:'04 40.00 1050.00 1050.00 :.:US '~lU[1 ADDITIONAL SETTLEMENT CHARGES ,Ill Survey to 1302 Pes! Inspection to 1303 ROBIN GASPERETTI, T.C. PENNA AMERICAN WATER CO. NEW CUMBERLAND BORO. 482.96 (enter on lines 103 and 502. Sections J and K) I I 2786.71 64.57 94.80 1239.37 I' ,(\<<'''- "<l"'" U,,,I ,,<I 1<;\\1\\'\;> i:> "'~"'JIlmn by Se\\\p.ll\p.Tl\ ^qrml1nr lhH ,l(;culacy 01 inlormallonllJrniSfoed t,y atllBIs as srlOwn on Ih,> HUD.l Sotlllmomo! SlalmH('''t. S"llIm,,,,,,1 Ag!H,1 hmp.lJI' !""I""~SI', "~"r,,' II". "'110110 d.,('os,1 ''''Y "fW",..I" ,,,,II,,';Ip.d I", rlishlJrsp.rT)e/01 in 'Iff irol..'..sl htllHinq ;;!;(;ounl ,rOll FadlHlllly If!sOJrlJd instihJli!)!I <l1,d III ",,'d,1 ;my ,..IHfHSI S" m,,,,,..d to II~ (lwrl ~(;U"J"I ilS llci(j,l"",~ ",i~II""I'" II" ,,,Iv,,'''''''' lI"slr,mSHo;li<H1 x 17'1' ac('o,d"rl(p' wll~1 Illis Sldl,',a"rll ilr,n""pros"",,,,.,,,t rlf,'",ls';ool' IIUll.I n"v "Iar; ) ) CFIN.PK: Summary for CONSUMERS FINL - Yahoo! Finance Yahool My Yahoo! Mail Page 1 of2 8'''''<>, I ~h;; ~;.)~O _ :$~M&iH ................... .................. ) bS:OOt,FlNANCE~~~~~s~~~.:m Finance Home - !:i!l.l Monday, August 16, 2004, 11:36am ET - U.S. Markets dose in 4 hours and 24 minutes. Welcome, Guest [Sian In] To track stocks & . :tlll Symbol Lookup I Finance Sear Quotes & Info Enter Symbol(s): I e.g. YHOO, ^DJI.. Consumers Financial Corp (CFIN.PK) I,~',.=~I . . . ......Mw.'. . .. . ... JtME~n~.$..Df A :$:--~~ 25 Free Trades Unlimited Shares CONSUMERS FINL (Other OTC:CFIN.PK) Quote data by Reuters lI.aftl At 11:01AM ET: 0.105 "" 0.005 ( ':W fREE trades Free Trades $50 Cash Bonus Last Trade: 0.105 Day's Range: 0.09 - 0.105 Trade Time: 11:01AM ET 52wk Range: N/A - N/A CFIN.PK 16-Aug ~ 11:01a~C)Vahoo! "" 0.005 Volume: 51.000 ~:~; ~:-. -! -.-: .: -.-~ -.:. j Change: (5.00%) Avg Vol (3m): 9,909 Prey Close: 0.10 Market Cap: 2.26M Open: 0.09 PIE (ttm): N/A 10am 12pm 2pm 4pm Bid: N/A EPS (ttm): -0.351 1d Sd 3m 6m 1Y Ask: N/A Div & Yield: N/A (N/A) 1y Target Est: N/A ) ii'i!! Add CFIN .PK to Portfolio ''it Set Alert ~ Download Data HEADLINES Pitilftl . Consumers Financial Corporation President & CEO Donald Hommel and Chairman & COO Jack Ehrenhaus Interviewed bv Wall Street Reporter Wed, Aug 11 - PrimeZone Media Network . Consumers Financial Announces Growth and Development Goals: Plans OTC Bulletin Board Listina Mon, Aug 9 - PR Newswire . CONSUMERS FINANCIAL CORP Files SEC form 8-K. Other Events Mon, Jun 28 - EDGAR Online . CONSUMERS FINANCIAL CORP Files SEC form 8-K. Chanaes in Certifvina Accountant Thu, May 27 - EDGAR Online . CONSUMERS FINANCIAL CORP Files SEC form 10-K. Annual Report Mon, May 24 - EDGAR Online ) . CONSUMERS FINANCIAL CORP Files SEC form 10-Q/A. Quarterlv Report Mon, May 24 - EDGAR Online . CONSUMERS FINANCIAL CORP Files SEC form 10-Q/A. Quarterly Report ADVERTISEMENT Online trader? Free offer for traders 30 commission-free trades Visit our ETF Center News and research on ETFs 5-second auarantee (some limitations apply) See the Ameritrade difference. It COMMISSION. FREE Trades Ah'l.t,; ~H~A{\:E A. ODen your account today KEY STATISTICS Forward PIE (1 yr): PIS (ttm): Div Date: Ex-Div: 0.00 N/A N/A N/A More Kev Statistics... ANALYST Au, 16 04 08:47a ",.1 rm M8tlBank ) 499 MilCheU Road, Mill,bora. DE 19%6 Mail Code DE-MB-12 Phone (888) 5024349 [-., (302) 934-2955 i\UgL~t 16.2004 Fax: 717-848-5300 Albert G. Barnes Attorney At Law 268 East Market Street York, Pennsylvania 17403 Re. Estate of James P Tavlor Social SecurilV- 165-42-1107 Date o(Death: Julr 27. 2004 Dear Sir or Madam: Per your Inquiry dated August 05, 2004, please be advised that at the lime, of death, the aboye-named deceJenl bad on deposit with this bank the following'. I. . Type of Accounl CheckiYlg A CCOUYlI ,4ccount Number 10085394 Ownership (Names oj) James P Tcry(or Ope/ling Date 10//6197 Balance on Dale of Dealh $16,06619 ) Accrued Interest $ 0.00 Totul .....-....-.,. '... $16.066,19 2. Type of AccounI Savin~..$ Account Accoul1l Number 015004208669662 Ownership (Names of) James P 1a)'lor Opening Dale 10/16/97 Balance 011 Dale of Dealh $2,950.25 AccrlIed Interesl S 0.58 Total ... .......... 52,950,83 Please be ooyised, there was nO safe deposit box found for the aboye decedent. For further account information, regarding ownership, closures and/or reimbursement of funds, please call the Cotonial Pllrk Otnc:e I/. 717-255-2233. Sincerel)', ) '~/1.a~/Ch/ Cbr4J:.c- .' It -- ~ j/ / ..-,,"- Nanc>, Ciagen Records Management ~--.. 1 Lonn Hess Professional Auctioneer 530 N Pershing Ave, York, Pa 17404 717-845-9415 Personal Property Appraisal For the estate of James p, Taylor I. Modem CD holder $35,00 2, Pine coffeetable- .....-.... --.--.-----.uu_____~...QQ ~neracf------. 10,00 4. Modem blanlcercnesr-----------.--------- -- 75,00 -_._--~_._..._- _r____ --- .). j vanous lamps lQ,.QQ> --{j:-S"fuiuu" "il;;11<;;J wcJl hallgin-g-g-----------------.--- . _ _60.00 ',:Ttoy arrplanes ------ --.--.-.----------. .-.-------.-- 30.00 8, CoHee end stand \:",,,,,,.. '" I-l. 25,00 7;9, l<our piece modem pille ~room suite ___lQ9J)f). 10. Pine qUllt rack ____m_________ 25,00 0'-:~1-ylT Modem star qUiIf- ----- . .------~:===_- 50,00 --rr:Tvanous wlil1hanglifgs........-------. .--.--- 10.00 ) ,( 13. Semi antique child's rocker 35.00 14.2 die cast cars 20,00 I, "- 15, Wedgwood table lamp 50,00 2.,::.,.,/"\....16, Computer game accessories 20,00 · ..,~, '" 17. Vacuum - 20.00 18, Seamer 10,00 19, Picture printer 20,00 20. MPE computer 100,00 21. Modem desk 35,00 . I 'I 22, Lifestyle exercise bike 10,00 23,2003 Hess truck 15,00 -t.--- 'I,. _ 24,6 piece Yamaha stage custom advantage drum set with I -~ I Sabin 6 cymbal set ,~ I . -Ii 25. CaslO CTK-451 keyboard 26, 7 various toy cars ""-I 27, Total gym 1000 , 1 28, Modem kitchen step-back cupboard ....., ,. >129. Modem laminated table with four chairs / ..... 30, Wards refrigerator ~;. ( 31. Farberware cookware set ) 250,00 40,00 50,00 10.00 60,00 90,00 50.00 50,00 ) 32. Miscellaneous kitchenware 33. Various household goods in attic 34. Shop vac 35. Utility cabinet "" 36. American parts sign I \'1\ " ..... , Y 7. Pair cd racks -" " "38. 3 piece pine coffee table set _ 4-C\ ""'<- -..:.... ,...',() <-----39. Golf bag ~"",r", --L~\~ 40. Gas weed wacker 41. Lawn boy mower 42. Orbital sander 43. Electric blower '~,..,/ 44. Ping golf set 45. Various tools 46. Cannon 1-70 camera with Vivitar 85.20 lens and Vivitar micro zoom lens Total: ) ~ Fe e; ..j Q ,~ 10.00 20.00 10.00 10.00 20.00 10.00 25.00 10.00 15.00 50.00 15.00 10.00 50.00 20.00 100.00 1875.00 ~%JP/~ ) 12'1\2 113/2'1'/31\ . . ~ \ .~o 'l: . '.~ag "0 Co og-a -J \\~.~\ ~. \..~, ~ ~\tl~ 'C ~--9.~ i- '6,9. ~, y.) ~~~~ ~ , ~\,,~ (>1-:\0 ! i.\i~ \;;$.~l ~!a9.z.t'l ~""ill z."lo."&. g~... '" a! ~ . YO ''1~;i~ i8~'1 \i~\gl c>~~..a ~~t ii-9.' o i ~1. ~ \\l\\. 1"\ ~ - \..~! 15 - <I;)'" t. \\\.~ q i\~\ \! i~\ \\:i 9: 'e>\~\ %:,\ \ i .... 9.. .... ."'"'.,.-.....----.' R\'lE5 F1IZI<Er:t"BA ~. S" / t~ t 5 'i ~ ~ ~ ~-- ~~ ~i) "'" ';1 ~.~C: ~ - '" L Aue 13 04 11:0?a AEFA 717.591.1800 1'" 1 <. ) Richard l. Metlrllly. MIlA. Financial Advisor August 11, 2004 American Express Financil' AdYisors Inc. IDS life Insurance Compan< 552' CarlislE PiKe Mecl1an icsburg. PA 1700U Bus: 717.591.18)] ",t. Zot Fax: 717,591.1811 Bus: 800.3114057 richord.:. mccarthy@ae,p.con: Albert J. Barnes Attorney at Law 268 East Market St York, PA 17403 Dear Mr. Bames We are in receipt of your letter requesting information on James Taylor's account he and his ex-wife held with American Express. This account is a joint account in both Mr. Taylor and Cynthia Taylor's names the value ofthis account on July 27, 2004 was $1,523.72. We will need an original death certificate for Mr. Taylor and also contact infonnation for Ms. Cynthia K. Taylor. If you could kindly forward this information to us at your earliest opportunity it would be greatly appreciated. In the mean time if you need any other assistance please feel free to contact me at (717) 59J-1800 extension 216. Thank you in advance for your time and attention to this matter. ) Sincerely, ,.. f', ". <V- '~\.-"t..(l~ >--1. .A:L-.clw_~J<""'c,-; Jessica M. Strohecker Assistant to Richard L. McCarthy, MBA, CFS ) An'.erican Er.press rlnal1cial Advisors Inc. l.I.emoor NASD An AEFA associatEd 'inar.cl<l advisor franchise. Insurance an.-1 annuit.es are issued by iDS l.Jle Insurance Compony, an Amen~an Ex~r8SS ccrnp."y P.mer'cen Express Company is separate from Amer cal) bpr'3~) Fmanciel AdVisors Ir.e. and 13 not a broker-dealer. 1B/13/2BB4 12:42 71 784853BB o ~ ~ 3 CD ::I ~ ~ '" ~~~~t~~~~~~~~~~~~~ mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm ~~~~~--------~-~-~ 888888888888888888 1~~~~10~!0~~~~10~10~010~~ ~~~ ~ ~wi~ w ~I ",(11 .... ~(II -" 0 . li~! ~~~~-~~~ I i- ~~~m~~~;M~M~~ ~m~~ mmmmmmmmmmmmmmmmmm f g' ii '" t ~~~-~-~IIII;llllil ~~~I~I-~---...._...._.. ~~~~~~g~gg~~~~g~~gg 8888888888888888888 ~~~~mm~ooo~~~~....w ~~is~~~~t~~~~~~8~~~ iii~~~~~S~~~~~~~~~~ N' . . . . llt. . . . . . . . . . . . ...~~S~g~g:~a0~~~g~~~ ~~~~~~~~~~~~~~~~~~~ lltlltlltlltlltlltlltlltlltlltlltlltlltlltlltlltlltlltilt --...................--...............--........... ######~~~~~~~~~~~~~ wwwwwwwwwwwwwwwwwww . SSI~il:flt~~~. . . ~ill' 82 ~~~~~~~~~~~~~~~~~~~ ~~I~osssssssoss~ssO ~~~~i~~~~~~~i~~~~~i "V i ~11-s~~~~~~~II~i~~~ www~Rw88w8wwwwwwwww ooo~~o------~~~~~_~ a ~ ~~~~~~~~~~~~~~~~~~~ FITZKEE/BARNES PAGE B2 ~. ~- ~ - -- -- 0'" 0 ...g, ~. wN .... ~ .. ~ ca.,. .w ~- '" mm mm RlRl RIm mm mm AI mm mm mm mf. rnrn rnm rnm -- -- -- -- ~... ...- - -- 88 ...- if 88 88 88 88 88 88 ... 00 88 ... o C> 00 00 00 0 00 0 00 0 00 ~~ 0 00 Ii i:i: ti I ~I I II .... ........ g lit.... ~ '" '" '" -~ I~ .... .. .. i~ !~ ~ is ~ <II - .. I- ii , ..... ...~ ~~ m 0 ~ -~ . ~~ -ca "'. 1M .. w- Cj ~4D W'" "'4W W 0.... mm mm mm RIm rn mm m rnrn rn m rn mm II II I~ I II I -- .. s~ Ii I II III II ~ ~ 88 ww UI ~ (II ~ ~ ~ ~g g gg g eII~ ~ g ~ g g i 0 0 0 00 0 8 8 8 8 8 8 88 8 88 8 88 8 8 8 8 8 ~ ~ N .. I '" w w W N ~ NN - - - - - - .. .. 8 II ~ i 3l il: ~~ ~ u. i 8 llt ~ 8 ~ ~ :... g Cllca N 0 N ~ ~ en ~ ~ ~ ~~ ~ ~ ~ ell ~ ~ (II (II ~ III r.; i w W N - - - - - - .... .. .. llt ~ i S il: ~~ ~ ~ 2 Co .. :.., llt .. ~ :... 8 ... .. N ... N ... .. ~ N N N N N N N N N N N N N N N N N N ~ i llt ilt llt . ~ . llt llt Go Go ~ ~ t CD CD Go i! ~ ~ .. - .. .. '# # '# .. .. .. ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ w w w N N ~ N ~ N I'>> I'>> I'>> N N N N N N - 0< 51 0 i '-.I '-.I ~ ia a ~ .. J w .. w W :... li I 5' .... Clt Clt # #. j ; ~ - IS: ~ ~ ~ ~ ~ # ~ ~ ~ ~ ~ i i ... I 0 0 0 0 0 I I ~ I I ~ I I I I I s s s s s s if ~ ~ ~ ~ ~ 2 f f f ~ ~ " .. .. i' ~ "ll 01 ::J. ~ ~ ~ ~ I 0 ~ I ~ - .. - 0 I I m ... ~ 0 ~. ~ I - I - ts ~ ft ~ ~ 0 0 flJ t$ t$ t$ ~ l:: t$ ~ ~ ~ tl tl w ~ w 0 ~ " " " "V " " " " ;R " ;R ;R ;R ~ ;R ~ ~ ~ Z ~ III en III III ~ ~ III III III ~ . . . . . . . . . . . . . . . . r a. ~i ~. j < ~~ ~l 17 o v ~ "ll ::J. :!. i ~ ... o -. - ~ ~ 1B/13/2BB4 12:42 71784853BB o ~ ~ 3 CD . ::I g ~ .:ll~ ~ "1J <:> '." g "J sr~J a Ul !5 "''''''lE .. .......,cl i' I~-! &' ol,(.lll ::I I--n Ii' !.gg"'" i -mml .. m", ~ii ~ l~,,'lf t~!!i erno'" ...~...::&:t13 ~tt:rt :J: litE If g"',f ... ",e;; _a.S = ir .., ~ a"-~Z. S:g.",~ ..oa. ' :J: IT 01 '5"(I !!aQ. Sf ::I c: !5 co 3....,... '3,,t a !i'-ll g fillS "'Il "';' 1It~ 9:1:1 It-g~..... 1 ii I ~ ..' S'!. j~ If ~...,~ 8- iIJ.~ ~!i21r g " "f ' "' ~1t..gl !!ll[!f li:'~ !a-g'U'oIl"' it .. '4i .. 0> it ii1(g R:"", ... . c: 8. ~ 'lI Ql 10 CD N 2. N ~OOI a ~ FITZKEE/BARNES PAGE 03 g~ ~e ~~ g~ t~ .. tt .. ~I ~ mill N- .. mAl mm rnrn mAl mrn RIm mrn RIAl rnm f. mrn mm rnm mm rnrn -- ... .... -- 88 - .. - -... -- -- ir 88 88 88 g 88 88 88 88 00 00 00 00 0 Ug oi i !! i I [ ~~ =:1:::: ~~ ~3 .... =:18 Clt I~ fCII Is ri w Ii I~ -.... -8 ~i tl ~~ ... ~ ~~ ~ I .. z ~& !:l III ~I Ail ~m -... I~ .0" - i- mm Clll ~m N m~ m mm m mm rnm '" I II -- - s~ I Ii - II II ~ 0 ~- I ~ ~ t1~ 81 I~ I ~ ~ Ii "" g I!: I!: gg g gg '" ss g g Ul gg g I 1- ... 0 8 8 8 88 0 88 8 88 0 8 8 88 8 8 ... ... !I' .. 1: I 0 <:I 0 00 0 0 0 0 0 0 lID lID lP 10.0 .. il: iID I ~8; t kJ 8 :... N 2 8 S ~ ",:,.. g i:: ~ N 0 NO < g g g ~~ en g g ~ g 8 ~ Ul Ul f:l: lB r: E f 0 lID CD .. il: 0- S Z8: t i:: 8 - ~ 2 Co .. t ~ ~ 8 ~ ~ N N 0 N N N N ~ ~ N N N ~ N N N l'i: t: N ~ ~ ;' lit ~ CD llt ~ ~ ~ llt lit CD ~ ~ ~ CD ~ ~ .. - - - - - - - .... ~ ~ .,. .,. .,. .,. :#. ~ ~ ~ .,. ~ ~ .,. .,. - - - - - - - 0 ~ i j Co> ~ .. . . w j -< Co Co Co .. a. ... N 8 Co 0 8 J J I: - - - - J ~ Clll J w ~ lit .,. .,. .,. ~ .,. ~ ~ ~ I ~ I I I 0 ~ I ~ ~ 0 I 0 ~ I ~ ~ ~ ii ~ ~ ~ r ~ ~ r ~ ~ ~ ~ r ~ ~ ::!! CD ." i :J. ~~~-~-oi~o~~o~~i~o ~ ~~~~~ I~~~ ~ i!~ w... ~~~~~~ ~~l!:l!:~ J~ ~ zzzzzz~~~~~~~~~"V"1J"1JZ ~ "J"J"J","2"l. .....UJu:~; i ( ~~ ii g 5'~ < !f ~ ::1 ." :J, ::I - ~ ~ ... 52 ...... i Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 332 4/28/2005 TAMES P. TAYLOR 21-04-0726 JAMES P. OMARA 3214 EAST MARKET STREET JA YORK, P A 17402 Qty 1 Fee Description Additional Probate Fee Total 210.00 $210.00 Total: $210.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OCI'I\OC)!:D I\FFICE ~'F NOTICE Of INHERITANCE TAX BUREAU Of INDIVlDUAL.q;AJlIS~ v, I. APPRAISEHENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION r\r j'-':~ OF DEDUCTIONS AND ASSESSMENT Of TAX PO BOX 280601 '_,' , _ '_ , HARRISBURG PA 17128-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-22-2005 TAYLOR 07-27-2004 21 04-0726 CUMBERLAND 101 APPEAL DATE: 10-21-2005 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _ REY:is47-Ex-AFp-co3:osi-NOTICE"OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES P FILE NO. 21 04-0726 ACN 101 ?nn, ',I if' 30 P\: [I: 21. LUJv t.~-(l l j '+ CLE:-;:< 0': OQr:':I/.r ." ...., JAMES P (fuljARA 3214 E MARKET ST YORK PA 17402 ESTATE OF TAYLOR DATE 08-22-2005 TAX RETURN WAS: (X) ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Sc~dul. Al 2. Stoeks ond Bonds ISchedul. B) 3. Closely Held Stock/P.~tn.rshlp Interest (Schedule C) It. "ortPSles/Notes Reee! vablB (Schedule D) S. CeshlB8nk Deposits/Hisc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED (ll (2) (3) (4) IS) (6) (7) 105,000.00 17.50 .00 .00 21. 299.00 826.50 76,330.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune,.al Expenses/Ad.. Costs/Misc. Expenses (Schedule HI 10. Debts/Mortgage Liabilities/Liens (Schedule II 11. Tot.l D8ductions 12. Net Val.... of Tax Return 13. Charitab1e/GovBrnBantal Bequests; Non-elected 9113 Trusts (Schedule ~) 14. Net Value of Estate Subject to Tax If an assess.ent was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rat. l1S) 16. A.ount of Line 14 taxable at Lineal/Class A rate (16) 17. AIIount of Lin. 14 at Sibling ....t. 117) 18. Anount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due S' NOTE: T DATE 10-27-2004 NUtlBER CD004554 INTEREST/PEN PAID (-) 426.68 (9) 110) 20,137.00 112.223.00 Ill) 112) 113) 114) .00 .00 71,113.00 .00 X 00 = X 045 = X 12 = X 15 = AHOUNT PAID 8,800.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE (19)= *' REV-15ft? EX AFP (06-D5] JAMES P ~. IF PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIDNAL INTEREST. ( IF TDTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM ,OR T~T~lrTT"U~ , NOTE: To insure proper credit to your account, subIIi t the upper portion of this fOnB with your tex paYlHlnt. 203,473.00 1~?36n on 71,113.00 .00 71,113.00 .00 .00 8,533.56 .00 8,533.56 9,226.68 693.12CR .00 693.12CR t; ,- 11'\ "": ""'-j :- r"" (\ C [1 ("\ ~'~ BUREAU OF INDIVIDUAL TA~J;;-/:::l) 'v ! '\./: INHERITANCE TAX DIVISION - PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT t"I f' -.... ," L . i'J i':J:!5 REV-1607 EX AFP (03-05) JAMES P OMARA 3214 E MARKET ST YORK DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-19-2005 TAYLOR 07-27-2004 21 04-0726 CUMBERLAND 101 JAMES P PA 17402 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF TAYlOR JAMES P FILE NO.21 04-0726 ACN 101 DATE 09-19-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-15-2005 PRINCIPAL TAX DUE: 8,533.56 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-27-2004 CD004554 426.68 8,800.00 08-31-2005 REFUND .00 693.12- TOTAL TAX CREDIT 8,533.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) eft^- STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: JAMES PAUL TAYLOR DATE OF DEATH: JULY 27, 2004 FILE NUMBER: 21-04-0726 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No~ 2. If the answer is "No", state when the personal representative believes that the administration will be complete: Ninetv (90) days. 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 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 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. \ DATED: ~ ~~~("l "', "....... ....... /7. t; '" ~ "AI c;,..b~,.A ~'. "~<i}.,,(A -,. .:~~ / Yl4~ -c'.~~~ ALBERT G. BARNES, ESQUIRE LD. No. 07452 268 East Market Street York, Pennsylvania 17403 (717) 845-1546 Counsel for Personal Representatives r- e:. ,.! ( '. c ~_; C /' Cumberland County - Register Ot Wl~~~ One Courthouse Square Carlisle, PA 17013 Phone: (717) 240 -6345 Date: 5/31/2006 BARNES ALBERT G 268 EAST MARKET STREET YORK, PA 17403 RE: Estate of TAYLOR JAMES PAUL File Number: 2004-00726 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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 is due by: 7/27/2006 Please feel free to contact this- office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, $~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \-.U~Lu...,..,,-,~ ....._......_ _ _ _ ~ - One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 TAYLOR FRANK D 4420 PACKARD LANE CAMP HILL, PA 17011 RE: Estate of TAYLOR JAMES PAUL File Number: 2004-00726 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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 is due by: 7/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Ke~~u~~~ ~_ One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 TAYLOR E GLADE 689 S HN~PTON AT WATERFORD YORK, PA 17402 RE: Estate of TAYLOR JAMES PAUL File Number: 2004-00726 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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 is due by: 7/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Gl~r~::=:t Clerk of the Orphans' Court cc: File Counsel STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: JAMES PAUL TAYLOR DATE OF DEATH: JULY 27, 2004 FILE NUMBER: 21-04-0726 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No ~ 2. Ifthe answer is "No", state when the personal representative believes that the administration will be complete: Ninety (90) days. 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 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 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. u;,,~,.,,1' ' ]].t".~'i~) :];:i Jr)i-~-4n !J"";':~r1~,.I:(""r"'! '-~j ,: \.,..;:-J_iV "a~:.-...iU\..)\,.)_;G '-__ /0/.-1 .>-P -J- >- ->-1 . ~ --I /K o'-C) ALBERT G. BARNES, ESQUIRE I.D. No. 07452 268 East Market Street York, Pennsylvania 17403 (717) 845-1546 Counsel for Personal Representatives DA TEI9. "O~ ON'tJ~~~:-\ ItJnW&h~ :10 )f!:B10 OS :Z Wd SZ NOr LOOl ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: James Paul Taylor Date of Death: July 27, 2004 File No.: 2004-00726 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the fo]~lowing with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is "No", state when the personal representative 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 X 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 X No _ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Dated: une 24 2008 ~ i ,,,' =1UYAV' ICJ ~~r'~ ~ti„l h`i d~0 ~1 ~ ~Z~ ~~ S7 ~~ ~ c~~~(`~ l /'L~ ~r ~...~: ALBERT G. BARNES, ESQUIRE I.D. No. 07452 40 East Philadelphia Street York, Pennsylvania 17401 (717) 845-1546 Atty. for Personal Representatives ,~,