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HomeMy WebLinkAbout04-0733 PI{II,ION FOR PROBATE and GRANI OF IA, TUI I:RS Lourene W. Barto No. m 1)e<'eu~ed. Coun:5 oJ Cumberl~:ld in iii d:c }a>[ x~:i[ oi c bo:: deccdcm datt. d December 20~ 2001 alld codicil{si dated N/A ' I)ecendcnixsasdemiciledaideathin Cumberland Count5 PensH~asia, h ~r last lamily or principal residence ar Z~rnwa~ ~e, ~ Walnut Botm~ Road Catlike, PA ~13 Dcccndcm, then 91 scarsofage, died d u~ ~, 200~ .~ at Thornwald Home, '542 Walnut Bot$om Road~ Carlisle~ PA 17~S. Except as lollox~s, decedent did nol many, was not dixorced asd did nol haxc a child born or adoplcd alter execution el the will otfmed to~ probale; was no~ rlae victim ola killina and was nexm' adjudicated incomperem: Decendcm at death ox~ned property with estimated xalues as follo~xs: ~ ' (if domiciled in Pa.I All personal propcrb $' 1D, 000.0Q (If no: domiciled in Pa.) Pcrsosal propert> in PcnnsHxania %~ (11 not domiciled in Pa.) Personal properB in County $_ Value of real estate in Pennsylvania S X5III2REFORE, petidonerts) respccOull& request{s) thc probate of thc last will ,~ , ' ~ , ~estamentar ' codicil(s) Thomas L~ Walker 1707 garlisle Ro~ OAItt OF PERSONAL REPRESENTAIlVE COMMONBEAI/I'H OF PENNS5 I,VANIA ('OUN'I5 Oi' CUMBERLAND ~ SS tali~c{s} ol lbo aboxc deccdcm petitione~(s) x~ill x~cll and tuffy admisiste[ thc estate according [o 5,~o:n m (,: aJhrmcd and subscribed L?":::-~' ;-5~Zf'~ bcJotc me mis ~ rh da> oJ { T~mas ~al ker--- ~ l Estate Of LOURENE l~. BARTO , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ~1 ;' ~ 2004 xt~ AND NOW t\ c~ ;q. , 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 December 20, 2001 described therein be admitted to probate and filed of record as the last will of L o u r e n e ~,/. g a r t o ; and Letters Testamentary are hereby granted to Thomas L. Walker Register of Wills ,\[] , ¥, Probate, Letters, Etc .... $ ~0," "" ...... ~_'t~: Dale F. ShugharL, Jr. Short Certificates( ) ST ~'t. ('. A~i'ORNEY (Sup. Ct. r.D. No.) 19373 (~i ~7 {) 35 East H±gh Street., Su±te 203 Renunciation ............ ,2-(-40'", $ $ !C i' ~-' Carlisle, PA ADDRESS 17013 TOTAL $ t~5 Filed ................................... (717) 241-4311 PHONE H105143 Rev 287 COMMONWEALTH OF PENNSYLVANIA ° DEPARTMENT OF HEALTH ' VITAL RECORDS i~ CERTIFICATE OF DEATH -~ ~ I~ 177 -- 16 -- 187114 July 23, 2004 ~AS DECEOENTyes O if yes sp~,~ CubmnOF HISPANIC OR,ON? m~:~) ite~ ~ ~l c~rland arlisle Tho~walO Home I~':~a .............. , ems 2~ 2~ must be comple~ b~ I T~E OF~EATH ~ O~E pRONOUNCED b~D (Mon h Day Year) Yes~ No~ I Ont"e"esimofexam~n"'le°a"dJ°ri"ve'Ugetlo"'i"my°~lm°n'dea'h ...... ~atthetlme'da~a'a"d~lace""dd""t°lheca~ ~(~ "~ 522 S. Pitt St., Carlisle, Pa 17013 LAST WILL AND TESTAMENT OF LOI/RENE W. BARTO I, Lourene W. Barto, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all wills and Codicils previously made by me. ITEM I: I direct that my legally enforceable debts, funeral expenses, and the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expg~se of the administration of my estate. ITEM II: I bequeath my lady's white gold ring confining one principal diamond, two smaller diamonds and twelve ~iamonds spaced around the edge unto Sharon Walker, wife of my n~hew, Thomas L. Walker, provided she shall survive me. ITEM III: I bequeath two of the framed photographs of roses taken by my husband, Robert E. Bat. to, Jr., (there are a total of four framed photographs), and the sum of One Thousand ($1,000.00) Dollars, unto my friend, Dorothy Throne, provided she shall survive me. My friend Dorothy shall select the two photographs of her choice. ITEM IV: I bequeath the sum of Five Thousand ($5,000.00) Dollars unto my brother, William L. Walker, provided he shall survive me. ITEM V: I devise and bequeath the rest, residue and remainder of my Estate of whatever nature and wherever situate unto my nephew, Thomas L. Walker, provided he shall survive me. Should my nephew, Thomas L. Walker, predecease me, I devise and bequeath the rest, residue and remainder of my Estate unto my said nephew's wife, Sharon Walker. Should my nephew, Thomas L. Walker, and my said nephew's wife, Sharon Walker, both predecease me, I devise and bequeath the rest, residue and remainder of my Estate unto the issue, per stirpes, of Thomas L. Walker and Sharon Walker who shall be living on the date of my death. ITEM VI: I appoint my nephew, Thomas L. Walker, Executor of this my last Will and Testament. Should my said nephew fail to qualify or cease to act as Executor, I appoint my nephew's wife, Sharon Walker, Executrix of this my last Will and Testament. ITEM VII: I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~./(~ day of December, 2001. ' ~'Z~ ~ ~. P~ ~"~ ~' -~SEAL] ~ourene W. Barto The preceding instrument, consisting of two (2) typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Lourene W. Barto, the Testatrzx therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND /~ o~4i~12 ~ /-~[~/~A'~:< the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare te the undersigned authority that the Testatrix signed and executed the instrument as her last Will and ~hat she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing ef the Testatrix, signed the Will as witness and that te the best of his/her knowledge the Testatrix was at that time eighteen years ef age er older, of sound mind and under no constraint er undue influence. Testatrix W~tnes~. ' J' ' ./ x// : .... ~itneSs Subscribed, sworn to and acknowledged before me by Lourene W Barto~-~he~ Test~_trix, and subscribed and sworn to before me by {~ P [6 % l~"~ ~ : ',/%'t d ~U6~ ,, L M [6 '~'~,,,~;( , witnesses, this ~d~-day of Dece~er, 2001. Notary Pu~I~ c CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Louise W. Barto Date of Death: July 23, 2004 Estate No. 21-04-0733 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 9, 2004. Name Addre s s 1. Sharon Walker 1707 Carlisle Road Camp Hill, PA 17011 2. Dorothy Throne 2194 Newville Road Carlisle, PA 17013 3. James W. Walker 38 Atlantic Avenue Ocean Grove, NJ 07756 4. Thomas L. Walker 1707 Carlisle Road Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: August 10, 2004 ~~~ ~a_.~ 3D~Ime'asFg HS~hgh~r~? S~uite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative Thomas L. Walker ~ IMPORTAiTT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Lourene W. Barto, deceased Estate No. 21-04-0733 TO: Thomas L. Walker 1707 Carlisle Road Camp Hill, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Lourene W. Barto, died on the 23rd day of July, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Thomas L. Walker 1707 Carlisle Road Camp Hill, PA 17011 Phone: 410-707-3536 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charg~s~for duplication. Date: August 9, 2004 ~'~L Dale F. Shug~laI~, ~r. Attorney Suprem% Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative Thomas L. Walker IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHHRWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Lourene W. Barto, deceased Estate No. 21-04-0733 TO: Dorothy Throne 2194 Newville Road Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Lourene W. Barto, died on the 23rd day of July, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Thomas L. Walker 1707 Carlisle Road Camp Hill, PA 17011 Phone: 410-707-3536 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and pa~ing the charges,f~or duplication. Date: August 9, 2004 ~v ~ ~_~~ Dale F. Shugh~/ Jr. Attgrney Supreme Court I.D. #19373 35.Eaqt High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative Thomas L. Walker IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Lourene W. Barto, deceased Estate No. 21-04-0733 TO: Sharon Walker 1707 Carlisle Road Camp Hill, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Lourene W. Barto, died on the 23rd day of July, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Thomas L. Walker 1707 Carlisle Road Camp Hill, PA 17011 Phone: 410-707-3536 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the ch~je~ for duplication. ale F. Shu~, Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative Thomas L. Walker IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTI~ATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANYMONEY~OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent,s will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Lourene W. Barto, deceased Estate No. 21-04-0733 TO: James W. Walker 38 Atlantic Avenue Ocean Grove, NJ 07756 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Lourene W. Barto, died on the 23rd day of July, 2004, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representative of the Decedent is: Thomas L. Walker 1707 Carlisle Road Camp Hill, PA 17011 Phone: 410-707-3536 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges.._~or duplication. Date: August 9, 2004 ~~ ~~ Dale F. Shu~1~t/Jr~ Attorney Suprer~ Court I.D. %19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representative Thomas L. Walker PENNSYLVANIA RECEIVED FROM; IN!PlBRITANCB AMD EgTATE TAX OFFICIAL RECEIPT NO. CD 004518 WALKER THOMAS L 1707 CARLISLE ROAD CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $55,000.00 ESTATE INFORMATION: SSN: 177161871 FILE NUMBER: 2104-0733 DECEDENT NAME: BARTO LOURENE W DATE OF PAYMENT: 10/20/2004 POSTMARK DATE: 10/20/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/23/2004 TOTAL AMOUNT PAID: $55,000.00 REMARKS: THOMAS LWALKER CHECK// 114 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004775 WALKER THOMAS L 1707 CARLISLE ROAD CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $212.88 ESTATE INFORMATION: SSN: 177-16-1871 FILE NUMBER: 2104-0733 DECEDENT NAME: BARTO LOURENE W DATE OF PAYMENT: 12/28/2004 POSTMARK DATE: 12/28/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/23/2004 TOTAL AMOUNT PAID: $212.88 REMARKS: CHECK# 116 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS . REV-1500 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILENUMBER OE.T 2so6o, RESIDENT DECEDENT 21 04 0733 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) COUNTY CODE YEAR NUMBER Bat-to, Lom'ene W. SOCIAL SECURITY NUMBER ~ 177-16-1871 ~ DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ 07/23/2004 07/01/1913 REGISTER OF WILLS 15 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 1. Original Return [] 2. Supplemental Return ~ [] 3. Remainder Return (date of death prior to 12-13-82) < ~ [] 4. Limited Estate v ~. ~ [] 4a. Future Interest Compromise (date of death after .~ O o 12-12-82) [] 5. Federal Estate Tax Return Required ~- u [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust(Attach 0 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) '~ [] 9. Litigation Proceeds Received [] 10. Spousal Povedy Credit (date of death between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 and 1-1-95) THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATI°N sHoULD BE DIRECTED TO: NAME COMPLETE MAiLiNG ADDR~S~ Dale F Shughm't, .Ir. Esquire ~ Z~ FIRM NAME (If applicable) o o 35 E. High Street, Suite 203 TELEPHONE NUMBER Carlisle, PA 17013 717/241-4311 1. Real Estate (Schedule A) (1) None 2. Stocks and Bonds (Schedule B) (2) 310,233.23 . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None ~----~ :' 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 31,411.75 6. Jointly Owned Property (Schedule F) _ . ) '~ C'_~ ~ [] Separate Billing Requested (6) 23,432 10 ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) = (Schedule G or L) 52,320.60 ~' 8. Total Gross Assets (total Lines 1-7) ~ (8) 417,397.68 '= 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 16,848.99 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 13,164.54 11. Total Deductions (total Lines 9 & 10) (11 ) 30,013.53 12. Net Value of Estate (Line 8 minus Line 11) (12) 387,384.15 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 387,384.15 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) x .00 (15) ~ 16. Amount of Line 14 taxable at lineal rate < x .045 (16) ~ 17. Amount of Line 14 taxable at sibling rate o o x .12 (17) ~ 18. Amount of Line 14 taxable at collateral rate 387,384.15 x .15 (18) 58,107.62 19. Tax Due (19) 2o. [] 58,107.62 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Dec'edent's Complete Address: ] STREI!T ADDRESS Thornwald Home 442 Wahmt Bottom Road l ( TI'Y Carlisle STATE ZIP PA 17013 Tax Payments and Credits: 1. Tax Due (Page I Line 19) (1) 58, 107.62 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 55,000.00 C. Discount 2,894.74 Total Credits (A + B + C) (2) 5 7,894.74 3. Interest/Penalty if applicable - D. Interest E. Penalty Total InterestJPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) 2 12.8 8 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~- 1 2.8 8 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 des gnat on? ...................................................................................................................[] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and Io the best of my knowledge and belief, it is true, correct and complete. Declaration of SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Thomas L. Walker DATE .~"~~ ._ff.._. £~ ~~ 923 Merridale Blvd. Mt. Airy, MD 21771 {Z-t~'-oS( SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE SIGNATURE OF PREPARER OTHER THAN R,ECt~SENTATIVE ADDRESS Dale..E.~hugh~a,-t, J,-. E~qui,-e _~.~// /~"X 35 E. High Street, Suite 203 ..... ---~d-~:~ ~d___ ~ Carlisle, PA ,7013 For dates of death on or affer July 1, 1994 and before Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sullying spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the su~ivJng spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a su~iving spouse from tax, and the statuto~ requirements for disclosure of assets and filing a tax return are still applicable even if the su~iving spouse is the only beneficial. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child ~en~-one years of age or younger at death to or for the use of a natural parent, an adoptive parenk or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9~6 (a) The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ,.~ SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barto, Lourene W. FILE NUMBER 21 - 04- 0733 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION UNIT VALUE DEATH I 57.000 Shares of American International Group Inc. 67.65 3,856.05 ~ 67.65 per share (CUSIP #026874107) 2 1,397.000 Shams Aqua America Inc. 19.24 26,878.28 ~ 19.24 per share (CUSIP # 03836W103) 3 158.000 Shares Erco Radio Labs Inc. 0 0.00 C~ 0 per share (CUSIP # 294809108) 4 105.000 Shares First Energy 38.16 4,006.78 @ 38.16 per share (CUSIP # 337932107) 5 105.000 Shares of Liquid Optics Corp 0 0.00 C~ 0 per sham (CUSIP # 536325103) 6 1,158.000 Shares of Southern Union 19.38 22,442.04 ~ 19.38 per share (CUSIP # 844030106) 7 2,184.748 Shares of Columbia Tax-Managed Growth 12.42 27,134.57 @ 12.42 per sham (CUSIP # 19764852) 8 5,687.286 Shares of Eaton Vance Floating Rate 9.88 56,190.39 C~ 9.88 per share (CUSIP # 277911517) 9 2,923.742 Shares of Eaton Vance Floating Rate High Income ~ 9.68 per share 9.68 28,301.82 (CUSIP # 277911558) 10 3,405.538 Shares of Eaton Vance Govt Obligations 7.78 26,495.09 ~7.78 per share (CUSIP # 227911301) Total of Continuation Schedule(s) 114,928.21 TOTAL (Also enter on line 2, Recapitulation) 310,233.23 ,.~. SCHEDULE B STOCKS & BONDS continued COMMONWEALTH OF PENNSYLVANrA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barto, Lom'ene W. FILE NUMBER 21 - 04 - 0733 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 11 1,794.358 Shares of Eaton Vance Tax-Managed Growth ~ 18.59 per share 18.59 (CUSIP # 227911822) 33,357.12 12 4,005.043 Shares of Intermediate Bond Fund of America @ 13.69 per share 13.69 (CUSIP # 458809308) : 54,829.04 13 1,970.674 Shares of U.S. Government Securities @ 13.57 per share 13.571 26,742.05 (CUSIP # 026300301) Page 2 of Schedule B  SCHEDULE E ' CASH, BANK DEPOSITS, & MISC. OOMMO~WE^LT. Or PE..SVLV^.,A PERSONAL PROPERTY INHERITANCE TAX RE]]JRN RESIDENT DECEDENT ESTATE OF Barto, Lourene W. FILE NUMBER 21 - 04 - 0733 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF 1 Clothing and personal effects. DEATH 0.00 2 Cash on hand. 84.99 3 One diamond ring, value in accordance with attached appraisal by Munn's Diamond Gallery. 1,800.00 4 Two framed photographs of roses, by Robert Barto, value in accordance with attached appraisal of Alyssa Loney. 8.00 5 M & T Bank checking account # 1170236 Principal 26,208.05 26,208.05 Interest 0 6 United Church of Christ Homes, nursing home refund 1,634.57 7 PA Treasury, final state retirement check 1,676.14 TOTAL (Also enter on Line 5, Recapitulation) 31,411.75 APPRAISAL SUMMARY (COPY) It is in my opinion, that as of d.o.d. July 23, 2004, the Fair Market Value of the personal property of Lourene W. Barto, deceased: (Eight Dollars and Zero Cents) ($8.00) ~ ~I~_.IS APPRAISAL SERVICES The report must be read in its entiretv. The Appraisal Summary ONLY iv not the appraisal report. Personal Property Listing Category: Photography I Photographs. Two framed and matted rose photographs. Non-glare $8.00 glass. Artist: Robert Barto. Total $8.00 6 MUNN'S DIAMOND GALLERY, LTD. Leading in Diamond Styles 1203 Ma rket Street LEMOYNE, PENNSYLVANIA 17043 (717) 761-8310 TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business, appraising diamonds, watches, jewelry and precious stones of all descriptions. We herewith certify that we have this day carefully examined the following listed and described articles, the property of: NA ~4 E Estate of Lourenc Barto ADDRESS We estimate the value as listed for insurance or other purposes at the cnrrent retail value, excluding Federal and other taxes. In making this Appraisal, we DO NOT agree to purchase or replace the articles. DESCRIPTION APPRAISED VALUE ESTATE APPRAISAL: Item for Appraisal: one diamond fashion ring consisting ora round shape major diamond and fourteen round minor diamonds: Major Stone: (1)Round shape diamond: Measure: 6.3x6.Sx3.94mm Carat: *.99 ct. Quality: Clarity: SI2 Color: FG Minor Stone: (1)Round shape diamond: *.20 ct. Quality: Clarity: I1 Color: GH Minor Stone: (1)Round shape diamond: *.10 ct. Quality: Clarity: VSI1 Color: JK Minor Stones: (12)Round shape (single. cut) diamonds: *.20 cttw. Quality: Clarity: SI2-VSI2 Color: GH Total Carat Weight: '1.49 cttw. Mounting: 14k white gold with four prong stone settings. Design is similar to a spoon ring style. Gold weight: 4.9 dwt. Finger size: 9 % FairMarket Value of this Item ........... $ 1,800.00 *Carat weight estimated by volumetric formula based on measurement. No stone removal. Value excludes tax. Photo attached to original copy. The foregoing Appraisal is made with the understanding that the Appraiser assumes no liability with respect to any action t~t may~ taken on the basis of this Appraisal. V' APPRAISER ..... AugustDATE16, 2004 Christopher C. Munn MUNN'S diamond gallery ESTATE APPRAISAL INFORMATION: An appraisal is an informed opinion as to the authenticity, quality, design and value of a jewelry item. The opinion is backed by training, experience and equipment The enclosed appraisals are ESTATE APPRAISALS to be used for the sole purpose of settling an estate for tax, distribution, and/or other legal purposes only. The values assigned to each item reflect our estimation of fair market value as defined by the Federal Trade Commission and the Internal Revenue Service: The price at which the item or property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of the relevant facts. The enclosed appraisals are NOT replacement value appraisals, and should not be used for insurance purposes. Jewelry items being appraised for fair market value are estimated in value with respect to their current condition and wear along with the market demand for that item and/or similar items in what is often described as a second-hand market most often void of guarantees, warranties, and certificates. The enclosed appraisals have been developed utilizing industry accepted equipment, procedures, and standards. The following applies to each appraised item; carat weights are estimated by a volumetric formula based on measurement. Quality grading is done as far as mounting permits viewing. No stone removal is performed. Precious metal pricing is done at current market prices. Standards used as established by the Gemological Institute of America. 1203 Market Street Equipment Used: Lemoyne, PA 17043 GIA 10x power microscope Dichroscope GIA Colormeter Refractometer Leveridge Gauge Ohaus electronic scales Color Master Stones Polariscope · ::¥' Original copies of all appraisals include a photograph of appraised item to show detail. Fax We asstane no liability with respect to any action which may be taken on the basis of :~:;~';: the appraisal. DO NOT USE ESTATE APPRAISAL VALUES FOR INSURANCE PURPOSES - ' www. munns.net 8u~ 16 O~ 02:llp p. 1 499 Mitchell Road. Millsboro. DE [9966 Mail Code DE-MB-12 Phone (888} 502-4349 Fax (302) 934-2955 Fax: 717-241-4021 ^u_~st 16, 2004 Dale F. Shughart, Jr. Attorney At Law 35 East High Street Suite 203 Carlisle, Pennsylvania 17013 Re: Estate of: Lourene ~. Barto Social Security: 1 77-16-1871 Date of Death: dul}, 23, 2004 Dear Sir or Madam: Per your inquiry dated August 11, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. T)~e of Acco~o~t Checking Account Account Num bet 1170236 Ownership (Namea. oJ~ Lmtrene g/Barto 14qlliam Hen~, , POA Openb,g Date 05/13/93 Balance on Date of Death $26.208.05 Accrued Interest $ O. O0 rotrd "-~b~;~3' .............................................. Please be advised, there was no safe deposit box found for the above decedent. For further account information, regarding ownership, closures and/or reimbursement of funds, please call the Stonehedge Office # 717-240-4524. Sincerely, Nancy Clagett Records Management LAST WILL AND TESTAMENT OF LOURENE W. BARTO I, Lourene W. Barto, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my legally enforceable debts, funeral expenses, and the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I bequeath my lady's white gold ring containing one principal diamond, two smaller diamonds and twelve diamonds spaced around the edge unto Sharon Walker, wife of my nephew, Thomas L. Walker, provided she shall survive me. ITEM III: I bequeath two of the framed photographs of roses taken by my husband, Robert E. Barto, Jr., (there are a t~tal of four framed photographs), and the sum of One Thousand ($1,000.00) Dollars, unto my friend, Dorothy Throne, provided she shall survive me. My friend Dorothy shall select the two photographs of her choice. ITEM IV: I bequeath the sum of Five Thousand ($5,000.00) Dollars unto my brother, William L. Walker, provided he shall survive me. ITEM V: I devise and bequeath the rest, residue and remainder of my Estate of whatever nature and wherever situate unto my nephew, Thomas L. Walker, provided he shall survive me. Should my nephew, Thomas L. Walker, predecease me, I devise and bequeath the rest, residue and remainder of my Estate unto my said nephew's wife, Sharon Walker. Should my nephew, Thomas L. Walker, and my said nephew's wife, Sharon Walker, both predecease me, I devise and bequeath the rest, residue and remainder of my Estate unto the issue, per stirpes, of Thomas L. Walker and Sharon Walker who shall be living on the date of my death. ITEM VI: I appoint my nephew, Thomas L. Walker, Executor of this my last Will and Testament. Should my said nephew fail to qualify or cease to act as Executor, I appoint my nephew's wife, Sharon Walker, Executrix of this my last Will and Testament. ITEM VII: I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~'~ day of December, 2001. Lourene W. Barto The preceding instrument, consisting of two ('2) typewritten pages, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Lourene W. Barto, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Lourene W. Barto, ~[~_~~4~!~'(~,J%_?~· , /~' c_~-/~,p .~, ~/~/%,~=~. , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testatrix Subscribed, sworn to and acknowledged before me by Lourene W. Barto_the. TestaZzix, and 3ubscribed and sworn to Dece~er, 2001. BONNIE ~ BORO OF ~LIE~, ~MBER~ND COUN~ "~' SCHEDULE F coMMo.wE^.~. OF PEN.SV.V^.,^,N.ER,~^NCE T^× RE~U.N JOINTLY'OWNED PROPERTY RESIDENT DECEDENT ESTATE OF Barto, Lourene W. : FILE NUMBER 21 - 04- 0733 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Thomas L. Walker 1707 Carlisle Road Nephew Camp Hill, PA 17011 JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY ITEM LETTER DATE Include name of financial institution and bank account number % OF DATE OF DEATH DATE OF DEATH DECD'S VALUE OF NUMBER FORTENANTJOINT JOINTMADE estate.°r similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A. 04/25/2003 Mutual Trust Life Insurance Company, annuity 46,864.20 50% 23,432.10 Contract No. 1032421S 2 TOTAL (Also enter on line 6, Recapitulation) 23,432.10 "~ SCHEDULE G COUUO.WEAL*. Or PE..SYLV^NIA INTER'VIVOS TRANSFERS & ,..ER,*^.CE ~^×.E*U.. MISC. NON'PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Barto, gourene W. 21 - 04 - 0733 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROPERTY Include the name ol the transferee, their relationship to decedent and the date of transfer. DATE OF DEATH % OF EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed for real estate. VALUE OF ASSET DECD'S 0F APPLICABLE) INTEREST 1 Mutual Trust Life Insurance Company, Annuity Contract 52,320.60 0.00 52,320.60 # 1046917A, purchased 3/6/1995 Designated beneficiary: Thomas L. Walker 1707 Carlisle Road Camp Hill, PA 17011 Relationship to Decedent: Nephew TOTAL (Also enter on line 7, Recapitulation) 52,320.60 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENT ESTATE OF Barto, Lourene W. FILE NUMBER 21 - 04- 0733 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, funeral expenses 7,199.54 2 Thomas Walker, family reception 282.07 3 Mt. Royal Memorial Park, interment 1,030.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Dale F. Shughart, Jr. (estimated) 6,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ~ Zip Relationship of Claimant to Decedent 4. Probate Fees 321.00 5 Accountant's Fees 6. Tax Return Preparer's Fees (Estimated) 1,000.00 7. Other Administrative Costs Register of Wills, Short Certificates 9.00 2 M & T Bm~k, checks 25.25 Total of Continuation Schedule(s) 982.13 TOTAL (Also enter on line 9, Recapitulation) 16,848.99 COMMONWEALTH OF PENNSYLVANIA ~ ~ ~1: ,N.ERITANCE TA× RETU.N Admirislrali~ Cosls conlinued RESIDENT DECEDENT ESTATE OF Bm'to, Lourene W. FILE NUMBER 21 - 04- 0733 3 Cumberland Law Journal, advertising Letters 75.00 4 The Sentinel, advertising Letters 122.63 5 Murals Diamond Gallery, appraisal fee 50.00 6 Postmaster, certified mail 5.00 7 Register of Wills, filing Inheritance Tax Return and Inventory 25.00 8 Thomas L. Walker, reimbursement of out of pocket expenses 204.50 9 Reserve, final Account 500.00 Page 2 of Schedule H ,~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE COMMONW~LT. OFPENNSVLVAN, A LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barto, Lourene W. 21 - 04 - 0733 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Checks written before death, clearing after death 6,795.42 a. Thornwald Home, nursing home care 6,470.02 b. Second Presbyterian Church, offering 100.00 c. West Shore EMS, medical bill 135.40 d. Corrie -Hecht, dental bill 90.00 Total 6,795.42 2 PA State Retirement System, return overpayment 391. l0 3 William Hem'y, professional services (POA) 5,000.00 4 West Shore EMS, medical bill 100.00 5 Pharmerica, prescriptions 124.58 6 Jacqueline Powell Associates, professional services (financial advisor) 550.00 7 Sprint, final phone bill 33.28 8 Thornwald Home, medical supplies 170.16 TOTAL (Also enter on Line 10, Recapitulation) 13,164.54 REV-1 $1,3, E~(g-O0) ' SCHEDULE J COMMO.WE^.T. OF .ENNS~LV^N,^ BEN EFICIARI ES ,N.ER~TANCE TAX REStDENT DECEDENT ESTATE OF FILE NUMBER Barto, Lourene W. 21 - 04- 0733 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF: ESTATE DO Not List Trustee(s) [. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Sharon Walker Nephew's wife Diamond Ring 1707 Carlisle Road ($1,800.00) Camp Hill, PA 17011 2 Dorothy Th'one None .Two photographs 2194 Newville Road i($8.00) plus $1,000 Carlisle, PA 17013 3 Thomas L. Walker Nephew iRemainder of Estate 1707 Carlisle Road Camp Hill, PA 17011 4 *William L. Walker predeceased Lourene W. Barto. 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 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Barto, Lourene W. No. 21 - 04 - 0733 also known as Date of Death 7/23/2004 , Deceased Social Security No. 177-16-1871 Thomas L. Walker The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedenrs death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Attorney: Dale F Shughart, Jr. Esquire Signature: Thomas L. Walker I.D. NO.: 19373 Signat u re: ~ ,~.,,,.,..~.~ Signature: Address: 35 E. High Street, Suite 203 Address: 923 Merridale Blvd. Mt. Airy, MD 21771 Carlisle, PA 17013 Telephone: 717/241-4311 Telephone: (410)707-3536 Dated: Personal Property 57.000 Shares of American Interqational Group [nc. 3,856.05 @ 67.65 per share (CUSIP #026874107) 1,397.000 Shares Aqua America Inc. 26,878.28 ~ 19.24 per share (CUSIP # 03836W103) 158.0000 shareShares Erco Radio Labs Inc. .~:~O ~0.00 per (CUSIP # 294809108) ~--' 4,-~06.7~ 105.000 Shares First Energy ~ 38.16 per share (CUSIP It 337932107) 105.000 Shares of Liquid Optics Corp ~ 0 per share (CUSIP # 536325103) (Attach additional sheets if necessary) Total Personal Property and Real Estate $341,644.98 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Barto, Lourene W. No. 21 - 04 - 0733 also known as Date of Death 7/23/2004 , Deceased Social Security No. 177-16-1871 1,158.000 Shares of Southern Union 22,442.04 @ 19.38 per sham (CUSIP # 844030106) 2,184.748 Shares of Columbia Tax-Managed Growth 27,134.57 ~ 12.42 per share (CUSIP # 19764852) 5,687.286 Shares of Eaton Vance Floating Rate 56,190.39 ~ 9.88 per share (CUSIP # 277911517) 2,923.742 Shares of Eaton Vance Floating Rate High Income ~ 9.68 per share 28,301.82 (CUSIP # 277911558) 3,405.538 Shares of Eaton Vance Govt Obligations 26,495.09 @7.78 per share (CUSIP # 227911301) 1,794.358 Shares of Eaton Vance Tax-Managed Growth ~ 18.59 per share 33,357.12 (CUSIP # 227911822) 4,005.043 Shares of Intermediate Bond Fund of America ~ 13.69 per share 54,829.04 {CUSIP # 458809308) 1,970.674 Shares of U.S. Government Securities 26,742.05 (,¢ 13.57 per share (CUSIP # 026300301) Clothing and personal effects. 0.00 Cash on hand. 84.99 One diamond ring, value in accordance with attached appraisal by Munn's Diamond Gallery. 1,800.00 Two framed photographs of roses, by Robert Barto, value in accordance with attached 8.00 appraisal ofAlyssa Loney. M & T Bank checking account #1170236 26,208.05 Principal 26,208.05 Interest 0 United Church of Ctu'ist Homes, nursing home refund 1,634.57 PA Treasury, final state retirement check 1,676.14 2 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15~1 EX IFP 112-D~) DALE F SHUGHART STE 203 35 E HIGH ST CARLISLE JR ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-07-2005 BARTO 07-23-2004 21 04-0733 CUMBERLAND 101 Allount Rellitted LaURENE W PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 , . ""."""- CUT Aa.ONcil::rHIS'4INE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...... RE-tj :f!W-I;c--A~p7ra'l~:cJJ"-NolYcE-oF-i'N'tlErtffANcE-TAi-A-PPRA-fsE'rEriiT~--A[lowAN-cE-oR------------- - --- ":. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX E$.TATE OF',:: BA~~TJJ~ LaURENE W FILE NO. 21 04-0733 ACN 101 ":'J r.") l-_~ DATE 03-07-2005 ;:: E5 :?; TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVAT~QN CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (l) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets } CHANGED .00 310.233.23 .00 .00 31.411.75 23.432.10 52.320.60 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 417,397.68 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO} 16,848.99 13.164.54 Ul} U2} U3} U4} 30.013 53 387,384.15 .00 387,384.15 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (lS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 387,384.15 X 15 = 58,107.62 U9}= 58,107.62 ~. TAX CREDITS: , .. ....... . n..~....' , (+J AMOUNT PAID DATE NUttBER INTEREST/PEN PAID (-) 10-20-2004 CD004518 2,894.74 55,000.00 12-28-2004 CD004775 .00 212.88 TOTAL TAX CREDIT 58,107.62 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Lourene C. Barto Date of Death: July 23, 2004 Admin. No. 21-04-0733 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: 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. approvals of Clerk of the Copies of receipts, releases, joinders and formal or informal accounts may be filed with the Orphans' Court and may be attached D is report. Date: September 27, 2005 N o Sfiughar , Court I. 35 East High Str 203 Carlisle, PA 17013 (717) 241-4311 Counsel for Personal Representative LL1 c:' _ L.L_ . l C._ ('......i , - I. CL.. c: i. e, Cr C ~ c_ CJ (,') c._ 1...,.-' c/o' l,!'.~ r"-:) c,~ c-J '......) -..-""