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Home My WebLink About02-0737PETITION FOR PROBATE and GRANT OF LETTERS Estate of NANCYA. SCHULTE, Deceased. No. 2 { - O 2 • ,.,3 Z To: ary ewes Regtster of Wills for the Social Security No. 177-42-0854 CounTy of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who are 18 years of age or older, are the executors} named in the last will of the above decedent, dated July 22, 2002, and codicil(s) dated: NONE (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 831 Hummel Avenue, Lemoyne Borough (list street, number and municipality) Decedent, then 51 years of age, died July 26, 2002, at Lower Allen Township, Cumberland County, 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. oftered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 500.00 (If not domiciled in Pa.) Personal Property in Pennsylvania $ (If not domiciled in Pa.) Personal Property in County Value of real estate in Pennsylvania $ 40,000.00 situated as follows: 83 ] Hummel Avenue, Lemoyne, PA (one-half interest) WHEREFORE, petitioner(s) respectfully request(s) the probate of the last Will and codicils} presented herewith and the grant of letters testamentary thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.aJ DAVID A. SCHULTE ~ ~~ ~ -g` 831 Hummel Avenue Lemoyne, PA 17043 OATH OF PERSONAL REPRESENTATI~JE COMMONWEALTH OF PENNSYLVANIA J 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, petitioc~er(s) will well and truly administer the e''sAta/te according to law. Sworn to or atfirmzd and subscribed before me D~ ~yrl ~J- " - this 12t17day of AUGUST , 2002 `1 ' q~,,,~ aster ~ ~~~ ~~t-Sa-~I No. ;~~-oa-~3'1 _ Estate of ~~' A SCHULTE ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AUGUST 16 , 2 0 0 2 AND NOW ~~_, 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 7-22-2002 described therein be admitted to probate and filed of record as the last will of NANCY A SCHULTE and Letters TESTAMENTARY are hereby granted to DAVID A SCHULTE ~ ~~ Register of Wills 1 ~ ~„~ FEES L~U ~ ~~ Probate, Letters, Etc.......... $ 80.00 A. a u hn~ III 2 5 6 5 0 Short Certificates( ) ......... , $ 15.00 ATTORNEY (Sup. Ct. LD. No.) )~It~ xi:~'~. Rages..... $ 9.00 jcp $ 5.00 390 Trinrllp ~oa.~ ADDRESS TOTAL $ 109,00 Camp Hill, PA Filed 8-16-2002 '(;71 7 ~ 975-9102 ' ' 'mailed' to 'atly '8=`IE=200Z ' ' ' PxoNE ~~~iis is to cerrfv that the information here given is correcrJt~ copiedtrc~rn an original certificate of death duly tiled with me as Lc>cal Registrar. The original certificate will he forwarded ro the Statr ~,"irll Kec:ords Office for permanent tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $?.00 1""'r~~H Of p~ :~ " .=1 ~ "'"~~~ ((~~~~ ~, lG.c ~,OCai ke~ISTI'dl of I, ~) ~' ,~~ {i . c.~ll •i.'~ a _°F,~ ~P~~'' ~iUL ti 9 X002 P 846303 -='~TMEN~~:I~`' ~o. Fate I » Rer vB~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH 5 LATE FILE NUMBER NAME OF DECEDENT {Fast. MidWe.:aa) ~ ~ SEX St.CIAL :iECURITY NUMBER DATE OF UEATH:MGnm. Day. rear) 1. Nancy Ann Schulte 2female 3.177 -42 -0854 ..July 26,2002 GATE OF BIRTH BWTHPLACE ;Gay and AGE ILav Balndayl UNDER I YFJW UNDER I DAY PUCE of DEATH Ifi~ec. nray ~n+. - ~,ee ~.mvur:tK,r rn :K~e~ vuel n, - _ Month . Days Hour M'nura ~MUnIh. Day earl ;talep fcre~gn Ccanuy) 51 ? May 22, 1 51 Harrisbur T7 OTHER: HOSPITAL. , Nursuq «h.r npallent ^ EfUOulpanenl U DOA ~ Home ^ Readence~ Speulyl ^ a • Vra. _ s, 6. 7. I M. COUNTY OF DEATH CITY. BORO. TWP OF DEATH FACILffV NAME ill na ,nsnNlwn. q~..e sweat and number+ T OF HISPANIC ORIGIN? WAS DECEDEN RACE ~ Amencan Inman. &eea, WDte. sec. ~ No Yn LJ K Yue speclty Cuban (Speclhl Cumberland • Lower Allen 5 Walnut Ln, . . M. pwndRaan.ac White YI. k. ed, t. 10. DECEDENT'S USUAL OCCUPdION KIND OF BUSINESS/INDUSTRY WAS DECEDENT EVEP IN OECEDENi'S EDUCATION MARITAL STA7US~MUraa SURVIVING SPOUSE (Gyve kuWdwwk done OUr,rg moR a wwkirq tits; m na use raved 1 H a r e y e v i e U. S. ARMED FORCES? {Saecav a~W n. esl, rade::ar. ra NeverMurltd. Widowed. E IaryBecondary Coa.g. Dlwrced (Spenfy) n UI wAe. Inn maaan Hamel David A Schulte Insurance Underw ter Ins. ^ Y°° "°~ (D~z) I14p5ij married ~~ - ,,.. , / 12. 17. ,.. 13. DECEDENT'S MAILING ADDRESS (Street. CayyTOwn. Stale. lµ+C,wa DECEDENT'S ,7c ^YM 4ctoaM Dwdin 1w Pa 831 Hummel Ave. . p . . _p~~m PE9 DENCE ,7.. slat. Lemoyne Pa. 17043 'S"""~`""""` IM."' No aecedwrlmd nnomervde, Lemo r e C b l d '°w"'"'°? ® ,. } an 170. weMn KfuYfenaa of ~ room. um er _ X M ITb,Ccuay FATHER'S NAME (Fvsl. M,dWe. Lase MOTHER'S NAME IFnsl. Middle. Meaen Swname) Nanc Steinmetz „ ,9_ INF T'S NAME yp6Prinq 1 ANT' MA1lING A ORE S ISlreel. Gry/iown, Stale, Zp Coda Pa.17043 ~~ i-~umme~ eve. Lemoyne 2o..David A. Schulte , METHOD OF DISPDSITK)N DATE OF DISPOS I TION CE OF OISPOSITION~Namta Camstery,Crematory PL COCA ION~C Slott. 2w Coat ^ Crema[pn~ AemovallromStala^ L ~ (M~ul°~~`LC~ 2002 A Vn a~b-Cite Crematory l S~~~a~r~o~w~a ~°t~^ a~i ^ , . . ttt. 27D. tlc. 210. ' SIG U ERAL SERVICE SE P SON ACTING AS SUCH LICENSE NUMBEq EANDA E55 OF FA ITV ~ sse°`~man uner H me & C emotion 011248 L ~• 22b. i2c CarWeb items 23aL °nly when cerolyln9 IM IWaI of my krowletlga. Oealn occurred al me nme, date era plate slated LICENSE NUMBER , ATE SIGNED pnyficwf rs nd available al lima of Oealh a SlgnaNrB era Tnl@) IMUnIn, UaY. Year) • cenliy owe a dram. z7a. alb. 2 ~~ Kama 2428 mwt W complNSd by TIME OF DEATH GATE PRONOUNCED DEAD IMaen. Day. Vaary WAS CA5E REFERRED TOMEDICAL EXA1y/1NEFUCORONER? ' • person who Iuonowlces onaln. /J {~ Ves ~ L+i V j NoQ 7 r -~ O O r ~ ~ ~' C N. M. 25. `' it. J • 27. PART 1: Enter IM diseases, Injurbs or eomplrcarans wroth posed fne dealD Do rot enter me mode of dying, swan as earduc or respualury anew, stack or neap laauw I Appoaunalt PART II: OrMr slgnlaesM eorlWlrora rnar10tllmg to OtatD, but L4I only one W Uae on Barn arw. ~ vuervY Oetwten rat reswing m IM urWerly,rg rawer glvM wt PART 1. aneN and MaN IYYEDIATE CAUSE (F,na l ~izLt' 7liZ? ~ f7 ~ ~Gl'( G.( rj ~2 t (~-_ i -- ~ioi~^ =- a eaw~iD~i . p DUE7010RASACONSEOUENCEOF): SpuYMWay lift rLrMilions b. - -~-- - 1 any, leading b unm.duu DUE TO (OH AS A CONSEQUENCE OFT: Hoot. Enter UNDERLYING • CAUSE (D s s a i c i ea e ~naay • It+ai uulWed evems . _ ---,.-- DUE TO (pR AS A CONSEQUENCE OFl'. I resuNUq n deaml LAST , WAS AN AUTOPSY WERE AUTOPSY FINOWGS MANNER OF DEATH DATE OF INJURY TIME JF INJURY INJURY AT WORK7 DESCRIBE NOW INJURY OCCURRED. PERFORMED? AWIUBLE PRIOR TO (Maim. Gay, read COMDLETIDN OF CAUSE P~~T H ^ OF DEATH7 Nature ,o wn~cMe /'~ Yy G No ^ rr,, '~ AccWem l~l Pendup lnwsUgalan 30t A1, JOD 70e 70d rr~A~II Y4s ^ No Id Vea ^ No ^ ~K'd• ^ Could not W Oeltlrmined (J . . _ _ . _ _ __ PLACE OF INJURY - AI tame. farm, veal. lactay. Onict . LOCATION (Sheer CAVrTOwn. Slalel Duiaing, erc.ISVUCnvI 2k. 2eb. 29. JDt. JB1. CERTIFIER ICneca oMy onel SIGNATURE AND TITLE OF CERTIFIER , .~ 'CERTIFYING PHYSICIAN tPDys,aan cwtey~nq cause of team caner aromar unrs,c an nos p ed v - rt u - : led ne.ri L!I 1 ~~ ~---- ) ~~ ,f 1 ~ To (fie Mef of my enowledgt, daaN x<urrad dw la lM causslsl and manner at slated.. .. .. .. ....... / ~ ~ ~ j~ ~ "1 ~v f ~ G 1(~'y / 71b. ~ 6 ~ ~~ ny ueatr ar d 'e I ty q u.a i I l tn' PRONOUNCING AND CERTIFYING PHYSICIAN IPl ysicwn txvr ~ i:n ou, x. , DATE SIGN t .0ay. yawl LICEy,SENUMBER 1v ,r~ ~ ~ ( ~ / ft r /\ J / 1l ~`I f (- . .. , . ~ 0aath xeurced a1 the time dale pia and ce and dw to tM causelsY and manner as crated ... . To 1M Dtel 01 my knowledge ~ } ~ , ~ - =J , 31d.__ 11 L 71_ - . . , . , _ __ SE OF EATH NAME AND ADDRESS OF PEPSON WHO COMPLETEDC • 'MEDICAL EXAMINER/CORONER `\ (nrrn 27)Type or Pnnl F IL ir i~d7 a-eJ ~2C(~V ~ On lM basis of axaminttion andbr inveati .ion, m m o g y pmlon, death occurred al the lime, date, and place, and dot la the ceust(a) and ^ manner as atafw . ~97d l L q "-' ~ i. ~•7 t;r/-a / ItI ~Q j ~ 2 ' / ~u ~ ~'--~t- r ~h tl/Il .,_ ........................................................................ ............... ........ ~ r . ~ L c , 7 r REG AR'S SIGNA7 ~EANDNUrA~ER GATE FILEDIMonln i%ay. aeail ~~)~ ~~~] ,/ ~ ~:~C/.Cj.~ Y Y 1 Z %~._~ 1~1L H1=1_J 'j ~) ,c.~ j/ WILL OF NANCY A. SCHULTE 21-02-737 I, NANCY A. SCHULTE, of the Borough of Lemoyne, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, 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 give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, to my husband, DAVID A. SCHULTE, provided he survives my death by thirty (30) days. Should my said husband predecease me or be deceased on the thirty-first day after my death, I give, devise, and bequeath all such items and insurance thereon to my ~ parents, DALE F. PIERCE and NANCY S. PIERCE, or the survivor of them. ITEM III. I give, devise, and bequeath all the rest, residue, ~ and remainder of my possessions and estate of every nature and ~ wherever situate to my husband, DAVID A. SCHULTE, provided he survives `~ my death by thirty (30) days. Should my said husband predecease me or be deceased on the thirty-first day after my death, I give, devise, and bequeath all the rest, residue, and reminder of my possessions and estate of ever nature and wherever situate to the following persons or organizations in the following shares: A. Fifty (50%) percent to my parents, DALE F. PIERCE and NANCY S. PIERCE, or the survivor of them, provided they survive my death by thirty (30) days; B. Twenty-five (25%) percent to the BETHESDA MISSION of Harrisburg, Pennsylvania; and C. Twenty-Five (25%) percent to the CORNERSTONE INDEPENDENT BAPTIST CHURCH of Enola, Pennsylvania. ITEM IV. In the event neither my spouse nor either of my parents survives my death by thirty (30) days, the share which would have otherwise passed to them shall instead be divided equally among the remaining heirs designated in this my last will. ITEM V. I appoint my husband, DAVID A. SCHULTE, executor of this my last will. Should my said husband predecease me or otherwise fail to qualify or cease to serve as executor of this my last will, I appoint my father, DALE F. PIERCE, executor of this last will, and in default thereof, I appoint my mother, NANCYjG~. PIERCE, executrix. ~' -~ ITEM VI. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VII. I direct that my personal representatives and fiduciaries 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 ~ U'G.~ 2002. j ~~ [SEAL] NANCY SCHU TE - 2 - The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by NANCY A. SCHULTE, 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. ~~ . ~~ ~~ i - 3 - COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) I, NANCY A. SCHULTE, being the testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the foregoing instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. NANCY A SCHULTE Sworn or affirmed to and acknowledged before me by the testatrix named above this ~~ day of 2002. % ~ ~ ~ Notarial Seal. _..,~..__....._,_, _ ~ ~ i Diane B. Jenkins, Notary Public y Notary P 1 i c My Commis on ' xpires rMay 22~ 2004 Member, Pennsv~vania gss!~r,;aticrnrtitNOtarieC COMMONWEALTH OF PENNSYLVANIA ) ( SS.. COUNTY OF CUMBERLAND ) ,~/~,C L-' F f~i ~E-/ZCC-' WE, GEORGE A. VAUGHN, III, and a "•^ n _ -rn"7V~'"~a~ the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly; that she executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at the time eighteen or more years or age, of sound mind, and under no constraint or undue influence. ~~ , /~ GEOR A. VAU III Sworn or affirmed to and acknowledged before me this ~~~ day of ~/`/ 2002. ~ ~ Notary Pub is ~~ ':~ v ~' Notarial Seat Diane B. Jenkins, Notary Public Hampden Twp., Cumberland County My Commission Expires May 22, 2004 Member,Pannsvwnrn;: ~r,~7riabonofNotaries 11-'l;1.-Lf REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 171'2.8-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Schulte Nanc DATE OF DEATH (MM-DD- YEAR) FILE NUMBER v OFFICIAL USE ONLY 21-02-737 NUMBER COUNTY CODE YEAR SOCIAL SECURITY NUMBER 177-42-0854 THIS REf URN MUST BE FILED IN OUPLICATEWlfH THE REGISTER OF WILLS so IAL S CURl Y NUMBER o o 3 date of death . RemaInder Return rlorto 12p 13-82) 5. Federal Estate Tax Return ReClufred 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch 0) C P o 0 R N R 0 E E S N T 07 26 2002 IF APP ICABL SU VIVING spa INITIAL III COMPLETE MAILING ADDRESS 3904 Trindle Road Camp Hill,PA 170n 02 1. Real Estate (SChedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) S. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (SChedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Sub"ect to Tax (line 12 minus Line 13) Copyright(c) 2000 form software only The Lackner Group, lnc, 61,500.00 157.76 None None 2,258.42 910.81 None 6,623.40 473.53 x X X X .0 0 .045 .12 .15 Schulte, David X 1. Orlglnal Return 4. LImited Estate X 6. Decedent Died Testate A. 2. 40. 7. Supplemental Return Future Interest compromise (date of death after 12-12-82) Decedent Maintained a LIving Trust (Attach copy of Trust) Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY (8) 64,826.99 (11) 7.096.93 (12) 57,730.06 (13) (14) 57,730.06 (15) (16) (17) (18) (19) 0.00 0.00 0.00 136.62 136.62 (Attach copy ofWiJI) o 9. Litigation Proceeds Received 010. NAME TELEPHONE NUMBER (1) (2) (3) R E C A P J T U L A T I o N (4) (5) (6) C o M P T U A T X A T I o N SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116{a)( 1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Oue 20. 56,819.25 910.81 FormREV-1S00 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 831 Hummel Avenue CITY I STATE I ZIP Lemovne PA 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 136.62 Total Credits ( A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty mmmmrm: Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Une 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the lax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable 10: REGISTER OF WILLS, AGENT i))m!i) rim) ]!nr:~::~:::n:::;:;;:;;;;;;;::;::::~;:;:~;;;:, mlmili:!!!:!iiifii !i!i!!!!i!i!!I:iiii!!:i iiiil:i!))Wiiiiiiifii:!ifii1ii!i!!i!i ;:;;;;:!;!;;ii!!!!!!!!!!!;!!!!;!!!!!!!!!!!!!!!!iii:!i!::!; ;!!! !i!iiii!iiiiiili:j i!i!:iii!liliiiii! !iiiiiW!li!!: '!iii!!!!!!!!!!!!!!!!i!! iWmii ;;ii:::i:ii;i:i;;iii;::ii:;i:i!i PLEASE ANSWER THE FOLLOWING QUESTioNS BY ~l..ACiNG"AN "X'; IN THE APPROPRIATE BLOCKS. 1. 0.00 0.00 136.62 0.00 136.62 ;::iiiii Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. . d. receive the promise for life of either payments, benefits or care? . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ o o o o o o Under penalties of perJury, I declare that I hav~ examined thIs return, Including accompanying schedules and statements, and to the best of my ((now ledge and beUef, It Is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of whIch preparer has any knowledge. SIGNATUREOF PERSON RESPONSIBLE FOR FlUNG RETURN David A. Schulte 831 Hummel Avenue - - iern-~ - - ~-,- - PI>..-' - i 7ci43 - - -. - - - - - - - - - - - - - - - - -. - - - -.- George A. Vaughn III 3904 Trind1e Road - - 'Can;' -ifi1"i - - PA - -1"i6ii' - - - - - - - - - - - - - - - - -. - - -. - -- DATE R OTHER THAN REPRESENTATIVE ". ~ ~ 3/5.k ~ DATE .3/570...$ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (;)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the. only beneficiary. For dates of death on or atter July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(0)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. 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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV..1500 EX (Rev. 6-00) REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAA RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Nancy A. Schulte SS# 177-~2-0B5~ 07/26/2002 21-02-737 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or self, both having reasonable knowledCle of the relevant facts, Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 831 Hummel Avenue, Lemoyne, PA - One-half interest as tenant in 61,500.00 common with father, Dale F. Pierce (total value of $123,000.00; see attached copy of Appraisal of George C. Clauser, SRA, dated Oct. 25, 2002) SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1, Recapitulation) S 61,500.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) REV-iS03 EX +(1~S7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Nancy A. Schulte SStf 177-42-0854 07/26/2002 All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-02-737 ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH 1 $100.00 US Savings Bond; Series EE; #C360606131EE 101.64 issued 07/1990 2 $50.00 US Savings Bond; Series EE; #L348882345EE issued 56.12 11/1987 TOTAL (Also enter on line 2, Recapitulation) 157.76 (11 more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV-iS08EX +(i~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE T IV( RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Nancy A. Schulte SS# 177-42-0854 07/26/2002 21-02-737 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Harleysville Group, Inc. Refund of interest on loan repayment 168.13 2 Harleysville Group, Inc. accrued vacation) Final net salary payment (includes 2,090.29 TOTAL (Also enter on line 5, Recapitulation) $ 2,258.42 (If more space is needed, insert additional sheets of the same size) Copyright(c) 1996 form software only CPSystems, Inc. Form REV-150B EX (Rev. 1-97) REV-1SC9EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nancy A. Schulte SCHEDULE F JOINTL V-OWNED PROPERTY 5541 177 -42-0854 07/26/2002 FILE NUMBER 21-02-737 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME Viola Maclay ADDRESS RELATIONSHIP TO DECEDENT 831 Hummel Avenue Lemoyne, PA 17043 Great Aunt B. c. JOINTLY-OWNED PROPERTY LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financfallnstitutlon and bank DATE OF DEATH DECO'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 11/04/93 Waypoint Bank; Savings 450.07 50.00% 225.04 Account #1020028418 (owned jointly with Viola Maclay) principal balance as of date of death 2 A 11/04/93 Waypoint Bank; Savings 360.05 50.00% 180.03 ~ccount #1020028419 - (owned jointly with Viola ~ac1ay ) Principal balance as of date of death 3 A 09/05/97 Waypoint Bank; Checking 1,011.47 50.00% 505.74 Account #1000021757 - (owned jointly with Viola Maclay) Principal balance as of date of death TOTAL (Also enter on line 6, Recapitulation) I $ 910.81 (If more space is needed insert additional sheets of the same size) CopyrJght (c) 1996 form software only CPSystems, (nc. Form REV-1509 EX (Rev. 1-97) REV-1S10EX +(1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nancy A. Schulte SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY SSl/ 177-42-0854 07/26/2002 FILE NUMBER 21-02-737 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY ITEM RELAW8hMA>\~ t~ b~~5~~l~WJ~~~~Rl~EGF ~~~~SFER. NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. % OF DATE OF DEATH DECD'S EXCLUSION VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE Decedent owned IRA at date of death, but died prior to attaining 59 1/2 years of age; IRA is therefore not subject to inheritance tax. TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright (c;) 1996 form software only CPSystems, Inc. 0.00 Form REV-1510 EX (Rev. 1-97) REV-i5ii EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Nancy A. Schulte SSjl 177-42-0B54 07/26/2002 FILE NUMBER 21-02-737 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Musselman Funeral Home, Inc. - Funeral expenses 1,514.40 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative{s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees George A. Vaughn III 1,160.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant David A. Schulte Street Address B31 Hummel Avenue City Lemoyne State PA Zip 17043 - Relationship of Claimant to Decedent Spouse 4. Probate Fees Register of Wills 109.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 George C. Clauser, SRA - Real estate appraisal 295.00 2 Register of Wills - Fil ing fee; inventory 15.00 3 Register of Wills - Filing fee; inheritance tax return 20.00 4 Register of Wills - Filing fee; Receipt and Release 10.00 TOTAL (Also enter on line 9, Recapitulation) $ 6,623.40 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form softwareonJy CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Nancy A. Schulte Soc Sec #: 177-42-0854 Date of Death: 07/26/2002 Item II Description Continuation of Schedule H-B2 (Attorney's Fees) Amount 1 George A. Vaughn, III 2 George A. Vaughn, III Interim attorney's fee 660.00 Estimated final attorney's fee 500.00 1,160.00 Estate of: Nancy A. Schulte Soc Sec #: 177-42-0854 Date of Death: 07/26/2002 Item If Description Continuation of Schedule H-B4 (Probate Fees) Amount 1 Register of Wills - Probate fee 109.00 109.00 REV-1512. EX ~ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TJi)( RETURN RESIDENT DECEDENT ESTATE OF Nancy A. Schulte SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSf! 177-42-0854 07/26/2002 FILE NUMBER 21-02-737 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION NurseFinders - Personal care; final illness AMOUNT 473.53 TOTAL (Also enter on line 10, Recapitulation) S 473.53 (If more space is needed, insert additional sheets of the same size) Copyrtght(c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV -15 13 EX + {9-00} COMMONWEALTH OF PENNSYLVANIA fNHER1TANCETAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Nancv A. Schulte SS{I 177-42-0854 07/26/2002 FILE NUMBER 21-02-737 RELATIONSHIP TO DEC~DENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outrIght spousal distributIons, and transfers under Sec. 9116(aX1..2l) David A. Schulte 831 Hummel Avenue Lemoyne. PA 17043 Husband Entire NUMBER I. ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 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 $ (If more space is needed, insert a.dditional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. 0,00 Form REV-1513 EX (Rev. 9-00) " F WILL OF NANCY A. SCHULTE I, NANCY A. SCHULTE, of the Borough of Lemoyne, Cumberland County, pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, 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 give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, to my husband, DAVID A. SCHULTE, provided he survives my death by thirty (30) days. Should my said husband predecease me or be deceased on the thirty-first day after my death, I give, devise, and bequeath all such items and insurance thereon to my parents, DALE F. PIERCE and NANCY S. PIERCE, or the survivor of them. ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to my husband, DAVID A. SCHULTE, provided he survives my death by thirty (30) days. Should my said husband predecease me or be deceased on the thirty-first day after my death, I give, devise, and bequeath all the rest, residue, and reminder of my possessions and estate of ever nature and wherever situate to the following persons or organizations in the following shares: A. Fifty (50~) percent to my parents, DALE F. PIERCE and NANCY S. PIERCE, or the survivor of them, provided they survive my death by thirty (30) days; B. Twenty-five (25%) percent to the BETHESDA MISSION of Harrisburg, Pennsylvania; and C. Twenty-Five (25%) percent to the CORNERSTONE INDEPENDENT BAPTIST CHURCH of Enol a , Pennsylvania. ITEM IV. In the event neither my spouse nor either of my parents survives my death by thirty (30) days, the share which would have otherwise passed to them shall instead be divided equally among the remaining heirs designated in this my last will. ITEM V. I appoint my husband, DAVID A. SCHULTE, executor of this my last will. Should my said husband predecease me or otherwise fail to qualify or cease to serve as executor of this my last will, I appoint my father, DALE F. PIERCE, executor of this last will, and in default thereof, I appoint my mother, NANCY)!. PIERCE, executrix. . 3'i~ ITEM VI. In addition to the other powers and authorities granted to my personal representatives by pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VII. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. c2L IN WITNESS WHEREOF, day of a-ULY I have hereunto set my hand and seal this , 2002. qf'1 /tlli.tA;j~," "Bro.] - 2 - " \;'~ ~ ~ \:::) (~ The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by NANCY A. SCHULTE, 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. (0d. ~ e--,- 2 ~'if~ ~;~NS ~v~:; - 3 - " COMMONWEALTH OF PENNSYLVANIA ) ( SS.: ) COUNTY OF CUMBERLAND I, NANCY A. SCHULTE, being the testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the foregoing instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~~d,~~ NANCY A SCHULTE Sworn or affirmed to and acknowledged before me by the testatrix named above this ~~day of ,7dt ' 2002. ~&/2~~~) Notary Pu6lic Notarial Seal Diane B. Jenkins, Notary Public Hampden Twp., Cumberland County My Commission Expires May 22, 2004 Member, Pennsyfvanla Assnc.RfionofNotanes COMMONWEALTH OF PENNSYLVANIA ) ( SS.: ) COUNTY OF CUMBERLAND f)l?-<.tP F Plt:,eCE"' WE, GEORGE A. VAUGHN, III, and 13IM<G B. JENKINS, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly; that she executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at the time eighteen or more years or age, of sound mind, and under no constraint or undue influence. ~Ll?~~ GEOR A. VAU ,III aM.~ ,< L" DIMfEl R~kB ~?'I';~6 Sworn or affirmed to and acknowledged before me this ~ day of ,:;;:;/y' , 2002. ca /a ' ~~~ .~~ Notary Pub ~c Notarial Seal Diane B. Jenkins, Notary Public Hampden Twp., Cumberiand County My Commission Expires May 22., 2004 Member, Pennfiv1v?;nlB (J.~::sOClation ofNotanes JRD/June 30, 1992/17858 In Re: Estate of Nancy A. Schulte · ORPHANS' COURT DIVISION Late of Lemoyne Borough · COURT OF COMMON PLEAS OF · CUMBERLAND COUNTY Estate No.: 2002-0737 · PENNSYLVANIA NO. 21-2002-0737 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: David A. Schulte Counsel for Personal Representative: George A. Vaughn, III Date of Decedent's Death: 07/26/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. G1 en~a' ~e; 'Stras~)~ugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Cou~room No. 3. If the Status Repo~ is filed prior to the heating date, the hearing will automatically be c~celled. . .... ~ ' . George'E. ~bffer~'P.~. ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: A} /~ ~ ~----)" ~. ~:- ~ 0//-- ~--- ,~r~ Date of Death: Will No.: ~ )'- 2 D O 2 -- O '~-~ ~ Admin. No.: Pursuant to Rule 6.12 of the Supreme Cou~ O~hans' Cou~ Rules, I repo~ the following wi~ respect to completion of the admi~stration of the above-captioned estate: 1. State whe~er a~istration of the estate is complete: Yes~ $o~ 2.If the ~swer is No, state when the personal representative reasonably believes that the a~i~stration will be complete: 3. If the ~swer to No. 1 is Yes, state the followMg: a.Did the personal r~resentative file a final accost with ~e Co~? Yes _ No b.The sepmate O~h~s' Cou~ No. (if any) for the personal representative's accost is: c. Did the personal representati~sCte an account i~o~ally to the p~ies ~ Mterest? Yes ~ No ~ c. Copies of receipts, releases, joinders ~d approval of focal or info, al accosts may be filed with ~e Clerk of the O~hans' Co~ ~d may be attached to tbs repo~. Si~ature Nme o .... Address ': :~:. Telephone No. ~T ' O~ Capacity: ~ersonal Representative ~ Co~sel for personal representative STATUS RRPORT UNDER RULE 6.12 Name of Decedent: 5!=_ncy A. Sch'-'-itc Date of Death: July 26. 2002 Will No.: 2002 - 00737 Admin. No.: 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 ~ 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, g: _ a. Did the personal representative file a final account wi~ Cour~ b. The separate Orphans' Court No. (if any) for the person~ "~ ' ~. represelRatlve's account is: ~T / a ~ c. Did the personal representative state an account informally to the . .pgrties in interest? Yes [-] No [--~ ~ c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to th/s rep9~-'t. Oeorqe A. Vauqhn~ III Nmne 3904 Trindle Ro~d C~mp Hill~ P/~ 17011 Address (717) 975-9102 Telephone No. Capacity: [-] Personal Representative ~-] Counsel for personal representative CERTIFICATION OF NOTICE UNDER RULE 5.6 (al Name of Decedent: NANCY A. SCHULTE Date of Death: JULY 26, 2003 Admin. No. 21-02-737 To the Register of Wills: 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 as set forth on Schedule A attached hereto on February 12, 2003. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except those persons identified on Schedule B attached hereto. G~ G'C~ Date: February 12, 2003 EORGE AUGHN, III, Attorney at Law 3904 Trindle Road Camp Hill, PA 17011 (717) 975-9102 Counsel for Personal Representative V SCHEDULE A David A. Schulte 831 Hummel Avenue Lemoyne, Pa 17043 ~ /i~ ~ ~. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX rs¢vasa~ a nFa cai-nip DATE 06-23-2003 ESTATE OF SCHULTE NANCY A DATE OF DEATH 07-26-2002 FILE NUMBER 21 02-0737 ~~''}} " "- ,+:`~ COUNTY •V~ ~~~;~'~ J~~ 4% ~ CUMBERLAND GEORGE A VAUGHN III ACN 101 3904 TRINDLE RD Amount Remitted CAMP HILL PA tl„T~11 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------ - -------------------- - ------------------------------------------------ REY-1547 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHULTE NANCY A FILE N0. 21 02-0737 ACN 101 DATE 06-23-2003 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) I1) 61,500.D0 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) [2) 157.7 6 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,258.4 2 tax payment. 6. Jointly Owned Property (Schedule F) (6) 910.81 7. Transfers (Schedule G) (7) .00 cB) 64,826.99 8. Total Assets APPROV ED DEDUCTIONS AND EXEMPTIONS: 6,623.40 4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 47 3.53 11. Total Deductions (11) 7.096.93 57,730.06 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Sched ule J) (13) 57,730.Ob 14. Net Value of Estate Subject to Tax C14) NOTE: If an assessment 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. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due t15) 56,819.25 X 00 = .00 I16) .00 X 045 = .0D c17) .00 X 12 .00 I1B) 910.81 X 15 136.62 cls)= 136.62 ~^ PAYMENT~v DATE RECEIPT NUMBER DISCDUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 03-07-2003 CD002266 .00 136.62 TOTAL TAX CREDIT 136.62 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for farms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: I-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" CREY-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three l3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% 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 time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C13 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 C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .OD0192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000lb4 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (717) 975-9102 FAX (717) 975-9105 February 12, 2003 HAND DELIVERED Register of Wills of Cumberland County Cumberland County Court House Carlisle, PA 17013 RE: Estate of Nancy A. Schulte; File No. 21-02-737 Ladies: Please find enclosed for filing in your office an executed Certification of Notice Under Rule 5.6(a) for this estate. A hearing had been scheduled in this matter for February 14, 2003, on account of an untimely filing of this Certification. Since the filing is now made, I understand the hearing will be cancelled and it will not be necessary for me to appear. If that is not the case, please let me know immediately. Of course, if you need anything else at this time, do not hesitate to contact me. Thank you. Very truly yours, George A. Vaughn, III Attorney at Law gv Enclosure ~RD/Jug^e 30, (992117858 In Re: Estate of NANCY A SCHULTE Late of LEMOYNE BOROUGH Estate No.: 21-02-737 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-02-737 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: DAVID A SCHULTE Counsel for Personal Representative: GEORGE A VAUGHN HI ESQ. Date of Grant of Original Letters: 08-16-2002 Date of Delinquency Notice: 11-26-2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on NOVEMBER 26, 2002, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 01-02-2003 $. , Register ~f Wius d'~ Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for ,~ - ~~-U ~ at r %3 tJ /~.~n Courtroom No. 3. If the Certification of Notice is filed prior to the hearing date, the hearin will au o atically be cancelled. ~,/~q' George offer, P.J. George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (717) 975-9102 FAX (717) 975-9105 March 13, 2003 Donna M. Otto, First Deputy Register of .'Vil1s Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Nancy A. Schulte: File No. 21-02-737 ____--- Dear Ms. Otto: Please find enclosed a check in the amount of $23.00. This is a replacement check for a check sent to you along with the Pennsylvania Inheritance Tax Return and Inventory for this estate to pay for the filing fees. Your office was kind enough to let me know that the first check was $5.00 more than it needed to be. You have already retuned that check to me. Please apply the new check to the filing fees and issue your usual payment receipt in due course. Thank you very much. Ve truly yours, org .Vaughn, III Attorney at Law GAV/nlb Enclosure t~ Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Nancy A. Schulte No. No. 737 of 2002 also known as Date of Death 07/26/2002 ,Deceased Social Security No. 177-42-0854 David A. Schulte, 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 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 Decedent's death, and that 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. Name of Geor e A. Vau hn III Attorney: g g I.D. No.: 25650 Address: 3904 Trindle Road Camp Hill, PA 17011 Telephone: 717/975 - 9102 Description (See continuation page(s) attached) (Attach additional sheets rf necessary) Personal Representative Signature: ~.c ~ ~ Q ~~-h-~~-~"" David A. Schulte Signature: Address: $31 Hummel Avenue Lemoyne, PA 17043 Telephone: 717/763 - 9851 Dated: ~ T~~.~ ~p Value Total: 63 , 748.05 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c} 1996 form software only CPSystems, Inc. Form #RW-7 (1992) 1 INVENTORY Estate of: Nancy A. Schulte Date of Death: 07/26/2002 County: Cumberland CASH: Harleysville Group, Inc. - 2,090.29 Final net salary payment (includes accrued vacation) 2,090.29 BONDS: $100.00 US Savings Bond; 101.64 Series EE; ~kC360606131EE issued 07/1990 $50.00 US Savings Bond; Series 56.12 EE; ~~L348882345EE issued 11/1987 157.76 REAL ESTATE/PA: 831 Hummel Avenue, Lemoyne, PA 61,500.00 - One-half interest as tenant in common with father, Dale F. Pierce (total value of $123,000.00) 61,500.00 TOTAL RECEIPTS OF PRINCIPAL ............... 63,748.05 -1- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: VAUGHN GEORGE A III ESQ 3904 TRINDLE ROAD CAMP HILL, PA 1701 1 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 002266 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: ssrv: X77-42-0854 FILE NUMBER: 2102-0737 DECEDENT NAME: SCHULTE NANCY A DATE OF PAYMENT: 03/ 1 0/2003 POSTMARK DATE: 03/07/2003 COUNTY: CUMBERLAND DATE OF DEATH: 07/26/2002 101 ~ 5136.62 1 TOTAL AMOUNT PAID: REMARKS: GEORGE A VAUGHN III ESQUIRE CHECK# 4054 SEAL INITIALS: JA RECEIVED BY: DONNA M. OTTO 5136.62 DEPUTY REGISTER OF WILLS REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name of Decedent: /~~ ,Q 1~ ~-Y ~9 Ste- Li ~ L r Date of Death: ~~_ ~ b /~ Will No.: ~ ~ 'Y ~ b O ~? .- ~ ~~ ~ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Caui~t 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 ~ 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 re resentative 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 representativ state an account informally to the parties in interest? Yes [] No c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this report. Dater ~~~0 ~ ~ ~ ~ r- Si ature Name o Address ~ L--~ ~ I~-N~ 1 ~ ~~~ N ~ _ Telephone No. ~.. ~ ~ .-= - ;; x , ~. Capacity: ~ersonal Representative Counsel for personal representative