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Home My WebLink About04-0737PETITION FOR PROBATE and GRANT OF LEITERS Estate of Grace S. Nusbaum Also known as Grace E. Nusbaum , deceased Social SecuriO; No. 162-36-8912 No. Zt-04 073'1 To: Register of Wills for the Coun~ of Cumberland County in the Commonwealth of Pennsylvania ]'he petition of the undersigned respectfully' represents that: Your petitioner(s), who are 18 years of age or older an the executors named in the last Will of the above decedcnt, dated May 22, 2001 and codicil(s) dated Decedent was domiciled at death in Cumberland CounD', Pcnusylvania, with her last family or principal residence at 114 Round Ridge Road, Upper Allen [ownship, Mechanicsburg, PA 17055. Decedent, then 92 years of age, died July 27, 2004, at Chapel Pointe Nursing Home, Carlisle, PA. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: NO EXCEPTIONS Decedent at death owned properly with estimated values as follows: (lf domiciled in PA) All personal properb' $50,000.00 (If not domiciled in PA) Personal properb in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ Situate as follows: WHEREFORE, petitioner(s) respectflflly request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Martin D. Nusbaum 144 Round Ridge Rd, Mechanicsburg 17055 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 650 Losh Road, Shermansdale, PA 17090 OATH OF PERSONAL REPRESENTATIVE '" :SS ~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition ar~2rue and correct to thc best ot thc knowledge and bchef of petitioner(s) and that as personal representative~! of thc above decedent petitioner(s) will well and truly administer the estate according to law'. ~, Sworn to or affirmed and subscribed Before me this _Ir) day of August Martin D. Nusbaum C. Philip Nuslbaum Estate of Grace S. Nusbaum aJk/a Grace E. Nusbaum, Deceased DEGREE OF PROBATE AND GRANT OF LETTERS AND NOW, August t0 , 2004 in consideration of the petition on the reverse side hcreo£ satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated May 22, 2004 described therein be admitted to probate and filed of record as the last will of Grace S. Nusbaum aJk/a Grace E. Nusbaum and Letters Testamenta~' are hereby granted to C. Philip Nusbaum and Martin D. Nusbaum Probate, Le.ers, Etc ............. $~(. ~floh;ld E. Joh~o¢~r; ' 16453 Sho~ Ce~ificates ( ) ............ $ t I ~, C: ff78 West Pom/re/St~eet ..... * / ~(~9 $~ 717-243-0123 Filed ............................................. "=~ ~=~ ~ ~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS (~ CERTIFICATE OF DEATH ~,~ ~ Grace S. Nusbaum 2female ~162 -- 36 -- 8912 4Julys_27 2004 92 ~,, 0~4~91 aw Windsor MD ........ [] .......... [] oo~[] ~,,,~ [] , [] ,~, [~ C~::~rland ~ Poi te u~,~, P~ ...... WHite blechan~csburg PA 17055 ~}~[;}t'~3~'~ n~ C~rla~ [~gp, ~ ~h~}~"~ ~ Margaret Wolfe LAST WILL AND TESTAMENT OF GRACE S. NUSBAUM Also Known As GRACE E. NUSBAUM 1, GRACE S. NUSBAUM also known as GRACE E. NUSBAUM. of Upper Alien Tawnship, Cumberland County, Penns}Ivania, being of sound and disposing mind, memory and undcrstanding, do hereby make, publish and declare this as and for nay Last Will and Testament, hereby revoking all othcr wills and codicils heretotbre made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid f:rom the assets of my estate as soon as practicable after my dcccase. SECOND: I give, devise and bcqueath the residue of my estate, of every nature and wherever situate, to my Husband, CHARLES E. NUSBAUM, JR., providing he shall survive me by thirty (30) days. THIRD: Should my Husband, CHARLES E. NUSBAUM, .ll,[., predecease me or die oo or belbre the thirtieth day following my dcath, I give and bequeath certain of my miscellaneous household goods, antiqucs, personal effects, and furniture to the persons designated in accordance with my last-dated memorandum prepared by mc prior to my death and encloscd with this my Last Will and Testament. FOURTH: Should my llusband, CHARLES E. NUSBAUM, JR., predecease mc or die on or betbre the thirtieth day following my death, I give and bequeath the sum of Five Hnndrcd Dollars ($500.00) to my niece, NANCY CLIFFORD HENNESSEY and I give and bequeath the sum oF One Thousand Dollars ($1.000.00) to each of my grandchildren living at thc time of my death, namely JOHN CHARLES NUSBAUM, KATHLEEN N. MOODY, LAURA N. WARNER, DEBORAH NUSBAUM and PETER WALTON NUSBAUM. FIFTH: Should my ! lusband. CHARLES E. NUSBAUM, JR., predeccase mc or dic on or before the thirtieth day foiler, lng my death, I give, devisc and bcqueath the residue of my estate, of every nature and whercvcr situate, to my sons, equally, namely, C. PHILIP NUSBAUM, MARTIN D. NUSBAUM and VICTOR A. NUSBAUM, provided that should any of my sons prcdcccase me or die on or before the thirtieth day R/llowing my death, thcir share shall be distributed to their issue, pcr stirpes, living on the thirty-first day following nry death, and in default of such thcn living issue, such share shall be addcd to the sham or shares for my other children. SIXTH: I direct that all taxes that ma5,' be assessed in consequence of my death. part of tile expense of the administration uf my estate. SEVENTH: nominate, constitute and appoint my Husband, CHARLES E. NUSBAUM, JR., Exccutor of this my I,ast Will and Tcstament. Should my Husband CHARLES E. NUSBAUM, dR., fail to qualif~· or cease to act as Executrix, 1 appoint my sons, C. PHILIP NUSBAUM and MARTIN D. NUSBAUM, or the survivor of thcm, as Executors of this my Last Will and Testament. EIGHTH: I direct my Executor and his successors shall not be required to give bond lbr the faithful performance of his duties in this or an)' other jurisdiction. IN WITNESS WHEREOF, I have hereunto set n~!, hand and seal to this, lily' Last Vv ill an51~ Tcstament, consisting of two (2) typewrittcn pages, each identified by my signature, this 2~ da> of ~d~ ,2001. Grace ~ Nusbaum Also Known As Gracc ~ Nusbaum Signed. sealed, published and declarcd by the abovc-named Testatrix, GRACE S. NUSBAUM also known as GRACE E. NUSIIAUM and lbr her Last Will and Testament, in the prcscnce of us, who. at her request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our namcs as witnesses· COMMONWEALTH OF PENNSYLVANIA ) COLINTY OF CUMBERI,AND ) :SS. I, GRACE S. NUSBAUM also known as GRACE E. NUSBAUM, Testatrix, whose name is signed to the attached or fi~regoing instrument, having been duly qualified according to lax% do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament: that I signed it willingly: and that I signed it as my thee and voluntary act fbr the purposes therein expressed. , Sworn or affim~ed to and acknowledge, cl.[ befbre me by GRACE S. NUSBAU M also known as GRACE E. NUSBAUM, the Testatrix, this .2~),27~ da5, of "'~"~?~'DF'~ ,2001. Grace S. Nusbaum. Testatrix (SEAl.) AFFIDAVIT COMMONWEALTI 1 OF PENNSYLVANIA COUNI'Y OF CUMBERLAND :SS. We, RONAI.D E. JOIINSON and /~ !m,~CZ.-5 ~X,/'~,% [:..~;:k,o,o,x _, thc witnesses whose names are signed to the attached or tk)regoing instrument, being daly qualified according to la;~, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that Grace S. Nnsbaum and Grace E. Nusbaum, signed willingly and that he executed it as bis !kec and voluntary act tbr thc purpose therein expressed: that each of us in tine hearing and sight of thc Testator signed the Will a~ witnesses: and that to the best of our knox~ledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or afi]rmed to and subscribed to betbre me by RONAI.D E. JOHNSON Nolarv P(bl~ Name of Decedent: Date of Death: Will No: To the Register: CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Grace S. Nusbaum a/k/a Grace E. Nusbanm July 27, 2004 21-04-0737 I certify that 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 August 10, 2004: Nancy Clifford Hennessey 1313 County Line Road York Springs, PA 17372 Victor A. Nusbaum 215 Ellsworth Street Colorado Springs, CO 80906 Kathleen N. Moody 470 Cabin Hollow Road Dillsburg, PA 17019 John Charles Nusbaum 2745 Wildwood Circle Ammisville, VA 20106 Laura N. Warner 13 S Washington Street Mechanicsburg, PA 17055 Deborah Nusbaum 1079 French Quarter Creek Road Huger, SC 29450 Peter Walton Nusbaum 1661 Hamilton Avenue # 8 San Jose, CA 95125 C. Philip Nusbaum 650 Losh Road Shermansdale, PA 17090 Martin D. Nusbaum 114 Round Ridge Road Mechanicscburg, PA 17055 Notice has now been given to all persons entitled thereto under R~l~ept: No exceptions. Ronald E~J/~on, Esquire 78 West ~ojtff~et Street Carlisle,l~'A 17013 Phone: 717-243-0123 Capacity: Counsel for personal representatives COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) z Nusbaum, Grace S. ~14'1 DATE OF DEATH (MM-DD-YY) DATE OF BIRTH (MM-DD-YY) oru 7/27/2004 I 1/24/1912 t.t.I (IF APPLICABLE) SURVIVING SPOUSE'S NAME / LU ~] 1. Original Return -- ~ ~ 4v~ . Limited Estate i i ca ~..J 6. Decedent Died Testate OFFICIAL USE ONLY FILE NUMBER 21-04-0737 )UN~ CODE YEAR NUMBER SOCIAL SECURITY NUMBER 162-36-8912 THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 2. Supplemental Return [] 4a. Future interest Compromise [] 7, Decedent had Living Trust ~; 9. Lit'g'tion Proceeds Rec'd ~ Credit Z m NAME: z Ronald E. Johnson, Esquire O UJ o FIRM NAME: N~drews & Johnson TELEPHONE NUMBER 717 243-~123 [] 3. Remainder Return [] 5. Fed, Est. Tax Return Req'd 0__ 8. Total number of SDB's 11. Election to tax w/Sec. 9113(A) COMPLETE MAILING ADDRESS: Ronald E. Johnson, Esq. Andrews & Johnson 78 W. Pomfret St. CaHisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch. E) (5) §. Jointly Owned Property (Schedule F) (§) ~ Separate Billing Requested 7. inter. Vivos Transfers & Misc. Non-Propate Prop. (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral E)q3enses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (10) t 1. Total Deductions (total lines 9&10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made 14. Net Value Subject to Tax (Line 12 minus Line 13) $0.00 ~"OFFICIAL. USE ONLY-;~ $0.00 ~ ~ '~ :~' $0.00 $42,824.10 $0.00 $2,070.60 $o.00 (11) $2,070.60 (12) $40,753.50 (13) (14) $40,753.50 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable st the spousal rate, or transfera under Sec.9116(a)(1.2) x.O._ (15) $0.00 16. Aroount of Line 14 taxable at lineal rate $40,253.50 x.045 (t6) $1,811.41 17. Aroount of Line 14 taxable at sibling rata $0 x.12 (17) $0.00 18. Amount of Line 14 taxable at collataral rate $500.00 x.15 (18) $75.00 19. Tax Due (19) $1,886.41 120 [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ...... 3ecedent's Complete Address: TREET AD[;)RES$ 904 Allenview Ddve CITY STATE ZIP Mechanicsburg PA Tax Payments and Credits: 1. Tax Due (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts $94.32 Total Credits (A+B+C) Interest/Penalty if applicable D. Interest E. Penalty 17055 $1,886.41 Total lnterest/Pentalty (D+E) (2) $94.32 (3) $0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page t Line 20 to request a refund 5. If Une 1 + Line 3 Is greater than Line 2, enter the difference. This is the TAX DUE. (5) $1,792.09 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) $1,792.09 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 2. if death occurred after December 12, 1982, did decedent transfer pmportY wffhin one year of death without receMng adequate co~.sideration? 3. Did decedent ov~ an '~n 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 contair~ a beneficia ~/disignation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YEE~ YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .~.~ c/o 78 West Po~fr~treet, Oa~isie, PA 170~3 AD~ v - /IV ' ' / ~o 7~.~omfret Street,,~arlisle, PA~ 7013 ......... LAST WILL AND TESTAMENT OF GRACE S. NUSBAUM Also Known As GRACE E. NUSBAUM I, GRACE S. NUSBAUM also known as GRACE E. NUSBAUM, of Upper Allen Township, Cmmberland Cotmty, Pem~sylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my Husband, CHARLES E. NUSBAUM, JR., providing he shall survive me by thirty (30) days. THIRD: Should my Husband, CHARLES E. NUSBAUM, JR., predecease me or die on or before the thirtieth day following my death, I give and bequeath certain of my miscellaneous household goods, antiques, personal effects, and finmimre to the persons designated in accordance with my last-dated memorandum prepared by me prior to my death and enclosed with this my Last Will and Testament. FOURTH: Should my Husband, CHARLES E. NUSBAUM, JR., predecease me or die on or before the thirtieth day following my death, I give and bequeath the sum of Five Hundred Dollars ($500.00) to my niece, NANCY CLIFFORD ItENNESSEY and I give and bequeath the sum of One Thousand Dollars ($1,000.00) to each of my grandchildren living at the time of my death, namely JOHN CHARLES NUSBAUM, KATltLEEN N. MOODY, LAURA N. WARNER, DEBORAH NUSBAUM and PETER WALTON NUSBAUM. FIFTH: Should my Husband, CHARLES E. NUSBAUM, JR., predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my sons, equally, namely, C. PHILIP NUSBAUM, MARTIN D. NUSBAUM and VICTOR A. NUSBAUM, provided that should any of my sons predecease me or die on or before the thirtieth day following my death, their share shall be distributed to their issue, per stirpes, living on the thirty-first day following my death, and in default of such then living issue, such share shall be added to the share or shares for my other children. SIXTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. SEVENTH: I nominate, constitute and appoint my Husband, CHARLES E. NUSBAUM, JR., Executor of this my Last Will and Testament. Should my Husband CHARLES E. NUSBAUM, JR., fall to qualify or cease to act as Executrix, I appoint my sons, C. PHILIP NUSBAUM and MARTIN D. NUSBAUM, or the survivor of them, as Executors of this my Last Will and Testament. EIGHTH: I direct my Executor and his successors shall not be required to give bond for the faithful performance of his duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will ~ Testament, consisting of two (2) typewritten pages, each identified by my signature, this 2~ dayof .,~. ~.~ , 2001. Grace ~ Nusbaum Also Known As Grace ~, Nusbanm Signed~ sealed, published and declared by the above-named Testatrix, GRACE S. NUSBAUM also known as GRACE E. NUSBAUM and for her Last Will and Testament, in the presence of us, who, at her request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) I, GRACE S. NUSBAUM also known as GRACE E. NUSBAU3{, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I sighted and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledge~ before me by.GRACE S. NUSBAUM also known as GRACE E. NUSBAUM, the Testatrix, this ~,)~. day of "~fiT~ , 2001. Grace S. Nusbaum, Testatrix Grace E. Nusbaum, Testatrix AFFIDAVIT (SEAL) COMMONWEALTH OF pENNSYLVANIA :SS. COUNTY OF CUMBERLAND We, RONALD E. JOHNSON and O~.~.~ v- [~'~ ~¢~.. ~::muw~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that Grace S. Nusbaum and Grace E. Nusbaum, signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will a~ witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by RONALD E. JOHNSON and C'3~o.~'~ '~,~~ ,witnesses, this ~c~. dayof"7~.~,.--~ , 2001. -- - j SHELLY SEXTON, NOTARY PUBLIC j CARLISLE BORO, CUMBERLAND COUNTY otary P¢.9 - SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOLIS PERSONAL PROPERTY ESTATE OF FILE NUMBER Grace S. Nusbaum 21-04-0737 (All proper ty j ointly-owned with Right of Survivorchip must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 2 3 4 5 6 7 Checking acct no: 3621-37370-Fulton Bank (see letter attached) Checking acct no: 12072233-ING Direct (see attached) $565.94 $42,258.16 TOTAL (al~o on lin* 5, l~oc~itulation) $42,824.10 CAPITAL DIVISION ° LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION ° GREAT VALLEY DIVISION (717) 291-2437 August 26, 2004 Andrews & Johnson 78 West Pomfret Street Carlisle, Pennsylvania 17013 Dear Mr. Johnson: RE: Grace S. Nusbaum a/k/a Grace E. Nusbaum, deceased July 27, 2004 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Savings # 1371-48090, open 12/4/2003, balance $-0- and no accrued interest. Titled Grace E. Nusbaum with Martin D. Nusbaum as Rep Payee. Checking # 3621-37370, open 10/9/2001, balance $565.94. Martin D. Nusbaam and C. Pkilip Nusbaum as Powers of Attorney. If you should have any further questions, please do not hesitate to contact me. Very truly yours, Karen D. Hilleg/ts "~ Credit Inquiry Processor GONFIDENTIAL P O Box 4887 Lancaster, PA 17604 fultonbank.com 1-800-FULTON-4 (~ Print ~a Tran~aetion Period ul 1, 2004 tO Jul 27, ~0 Ted.s ~te: Jul 29, 2~ C~tomer Name: ~ace N~--'---- A¢~ant Num~[ 12072233 A~ount Nickname: ~ Transaction ~¢flptlon Amount Jul 15. 20~ In~rnet Wi~drawal FULTON BANK (3,5~0.D0) 42,2~8A~ checking account XXXXX737~ htl ~.~ ~lsd, cue,s2, ngd~rcct.cc m/tp~,/lNGDtrcct.h mi ?eom 'n~nd-d splayTr~nsnchonlh~'tory&... 7~9/2004 ESTATE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES FILE NUMBER Grace S. Nusbaum 21-04-0737 (All propexiy jointly-owned with Right of Survivv, ddp must be aisclo~axl on Schedule F) ITEM NUMBER DESCRIPTION 1 2 3 4 5 6 7 8 9 10 Funeral Expenses: Rolling Green Cemetary Administrative Costs: Personal Representive Commissions 5ocial Security Number of Personal Representative: ~,ttomey fees to Andrews & Johnson Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: State & Zip Probate Fees to Register of Wills Miscellaneous Expenses: Fulton Bank - check charge Millenium Ph~macy Reserve for closing and accounting Register of Wills - filing fee PA Inheritance Tax Return AivlOUNT $360.00 $1,200.00 $105.00 $24.60 $66.OO $300.O0 $15.00 TOTAL (also on line 9, Recapitulation) $2,070.60 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Charles E. Nusbaum, Jr. 21-03-0757 ri'IsM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOLrNT OR SHARE NUMBER OF ESTATE Martin D. Nusbaum 114 Round Ridge Road, Mechanicsburg, PA 17055 C. Philip Nusbaum 650 Losh Road, Shennan~dale, PA 17090 Victor A. Nusbanm 215 Ellsworth Street, Colorado Springs, CO 80906 Kathleen N. Moody 470 Cabin Hollow Rd., Dillsburg, PA 17019 John Charles Nusbaum 2745 Wildwood Circle, Ammisville, VA 20106 Laura N. Warner 13 S Washington St., Mechanicsburg, PA 17055 Deborah Nusbanm 1079 French Quarter Creek Rd Hugcr, SC 95125 Peter Walton Nusbaum 1661 Hamilton Ave, San Jose, CA 95125 Nancy Clifford Hennessey 1313 Count7 Line Road, York Sprin~s, PA 17372 son son soil grandaught~r grandson grandaughter ~randson 1/3 of residue 1/3 of residue 1/3 of residue $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $SO0.O0 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Govenunental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also m~r on linc 13, Recapitulation) $0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004465 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 ESTATE iNFORMATION: SSN: 162-36-8912 FILE NUMBER: 2104-0737 DECEDENT NAME: NUSBAUM GRACE S DATE OF PAYMENT: 10/04/2004 POSTMARK DATE: 1 0/04/2004 COUNTY: CUMBERLAND D---~TE ~FF DEATH: 07/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~1,792.09 TOTAL AMOUNT PAID: $1,792.09 R:EMARKS: SEAL CHECK# 1010 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVTDUAL TAXES INHERITANCE TAX DIVISION PO BOX ZB060Z HARRISBURG, PA 17128-0601 COMMON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOHANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1547 EX &FP (09-0¢) RONALD E JOHNSON ES{) ANDRENS & JOHNSON 78 N POMFRET ST CARLISLE PA DATE 11-29-200~ ESTATE OF NUSBAUM DATE OF DEATH 07-27-200~ FILE NUMBER 21 0~-0757 COUNTY CUHBERLAND ACN 101 Aeoun'l: Remi"l:~:ad GRACE MAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NUSBAUM GRACE S FILE NO. 21 0~-0757 ACN 101 DATE 11-29-200~ TAX RETURN NAS: (X) ACCEPTED AS F'rLED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Per~nership Zn~eres~ (Schedule C) (3) ~. Not,gages~No,es Receivable (Schedule D) (~) 5. Cash/Bank Deposits/Risc. Personal Proper~y (Schedule E) (S) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To~el Assa~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Cos~s/Hlsc. Expanses (Schedule H) (9) 10. Deb~s/Hortgage Liab111~/es/L/ens (Schedule 1) (10) 11. To,al Deduc~/ons 12. Ne~ Value of Tax Ra~urn 15. lq. Char/~abla/Governmental Bequests; Non-elec~ad 9115 Trusts (Schedule J) Na~ Value of Estate Sub~ec~ ~o Tax ~2z82~.10 .00 .00 NOTE: To /nsure proper .00 crad/~ to your account, .00 subm/~ ~he upper pore/on .00 of ~h/s form w/~h your ~ax payment. .0O (8) ?,070.60 ~2,82d.. 10 NOTE: .00 (11) 2'. o7n-60 (12) ~.0,753.50 (15) . O0 (1,r,) d.O, 753.50 Z~ an assessment Nas lssued previously, Z/nas 1~, 15 and/or 16, reflect figures that include the total of ALL returns assessed to data. DISCOUNT INTEREST/PEN PAID (-) (15) .00 x (16) ~0,255.50 x (17) .00 x (lB) 500.00 X ANOUNT PAID ASSESSMENT OF TAX: 15. Amoun~ of L/ne 1~ at Spousal ra~e 16. Amoun* of L/ne l~t ~axable a~ L/naal/Class A ra~ca 17. Aeoun'k of L/ne l~t a~ S/bl/ng ra*e 18. Amoun~ of L/ne lfi ~axable a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDITS: PAYHENT ; R[CETp1 I DATE NUHBER 10-0~-200~ CD00~65 17, 18 and 19 will 1,792.09 O0 = .00 0~5 = 1,811.~1 12 = .00 15 = 75.00 (19)= 1,886.~1 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 9~.52 TOTAL TAX CREDIT 1,886.~1 I..~ BALANCE OF TAX DUEI .00 INTEREST AND PEN. . O0 TOTAL DUE . O0 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS RE;)UZRED. ZF TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TH/S FORN FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the 1aclu1 Class S (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of 2000. [72 P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Rills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahlch mas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications arm available online at aaa.revenue.state.om.us, any Register of Rills or Revenue District Office, or from the Department's Zq-hour answering service for forms orders: 1-800-362-Z050; services for taxpayers aith special hearing and/or speaking needs: 1-800-qq7-3020 (TT only). Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax [including discount or interest) as shown on this Notice say object aithin 60 days of the date of receipt of this notice by filing one of the follaeing: A) Protest to the PA Department of Revenue, Board of AppeaZs. You may object by filing a protest online at wwa.boardofappaals.stata.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals wabsite. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box 281021, Harrisburg, PA 17128-1021. Petitions may not ba foxed. 8) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Sox 280601, Harrisburg, PA 17128-0601 Phone [717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. lntarest is charged beginning mith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6X) percent par annum calculated at a daily rate of .OOO16q. A11 taxes ehich became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year eith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor 1982 202 .0005~8 ~'~ - 1991 XlX .000501 1983 16Z .000438 1992 97. .000247 198~. 112 .000301 1993-199a, 72 .000192 1985 13Z .000356 1995-1998 92 . O0 O Z~7 1986 iOZ .000274 1999 77. .000192 1987 107. .0 O027q* ZOO0 7Z .000192 --Tntarest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ~'~ 9Z .000247 ZOO2 67. .000164 2003 5Z .000137 ZOOq 47. .000110 X NUNBER OF DAYS DELTNQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days beyond tho date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Register of Wins of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: r;l'dCe .s: /!/Uf'bdL/41 Date of Death: Estate No.: .d'ctY - ()() 7 ~ 7 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Ru1es, I report the following with respect to completion of the administration of the above-captioned estate: 1. State 2"~ther administration of the estate is complete: YesEl No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative :file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. ?id the perso~presentative state an account informally to the pa..-ties in mterest? Yes ~ No U . c. Copies of receipts, releases, joinders and approval offonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report ~C/~ Sl ature ' /(PJ1fl/P( F: ..T2~nJBt Name t r~ 7f /{/. Ttl-z: .I / · Cor/IS fir 17~/..J Address Date: 1~~ 2'1J-O/43 Telephone No. Capacity: Q Personal Representative ~Colli"1Sel for personal representatIve \ \-} Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 5/31/2006 NUSBAUM MARTIN D 114 ROUND RIDGE ROAD MECHANICSBURG, PA 17055 RE: Estate of NUSBAUM GRACE S File Number: 2004-00737 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.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing 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, Gf:(:;~~ Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wllls One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 5/31/2006 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of NUSBAUM GRACE S File Number: 2004-00737 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) Cumberland County - Reglst:er V.l.. vu...U..C> One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 NUSBAUM C PHILIP 650 LOSH ROAD SHERMANSDALE, PA 17090 RE: Estate of NUSBAUM GRACE S File Number: 2004-00737 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 lS 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, kM~ L~~J ,k....l.n~jJ G~~ Farner St~~~ Clerk of the Orphans' C6urt cc: File Counsel