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HomeMy WebLinkAbout03-0289 PETITION Estate of ~L~ .~ ~_ e4 a ~ also known as FOR PROBATE and GRANT OF LETTERS To: ., Deceased. Social Security No. ] ~4, - ~"~ -- The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated 14hAO_o_~ I ~ ; ~ and codicil(s) dated Register of Wills for the County of O_qmA~pL~mb Commonwealth of Pennsylvania in the named ,19"7,h'" (state relevant circumstances, e.g. renunciation, death of execulor, etc.) Decendent was domiciled at death in ~c,tm/5~0_. L,W~.0 County, Pennsylvania, with h~F__~., last family or principal residence at ~ ~'"? 5 g.~coWO '~T, L~7 g't~l P-U ~t ~g& (Iisi streel, number and muncipalily) Decendent, then ~ years of age, died ~O~d ~0 ~oo3, Excepl'as follows, decedent did'no(~arry, 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: ~ M~ Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ~ 9~, ~ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters '-?E-%T'h-vnw_,4f0, ttx] theron. (testamentary; administration c.t.a.; administration d.b.n.c. La.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA q COUNTY OF (~,lt~Z~_koa-~D j,- se, The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed beforf,, me this ! ,~--~ day of No. Estate Of FLORENCE H COMP , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 2 ~ 2003 19 , 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 3-13- q 975 described therein be admitted to probate and filed of record as the last will of FLORENCE H COMP ; and Letters are hereby granted to AUDREY E GATFS AND .qllqAN g HART FEES Probate, Letters, Etc .......... $ 40.00 Short Certificates( ) .......... $ qB.Off g~qme..gat~ extra .pages... $ 3-no jcp $ 10.00 TOTAL ~ $ 7 ~ - nn Filed _4-1-200~ .......... ~ ....... 'al&Il'rid ex'6d'6h 4-2-200 ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITN~8Sc codicil (each) a subscribing Witness to the will presented herewith, (each) being duly qualified according to say(s) that-: present and saw law, depose(s) and the testat . request of testat.__ other subscribing witness(es)). . Sworn to or affirmed and subscribed before me this day of ........... .. , sign the same and that signed as a witness at the in Ix presence and (in the presence of each other) (in the presence of the Register (Name) %~X.%Address) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that LO & .,~_ familiar with the signature of testat 7~ ~'X of (one of the subscribing witnesses that [t)~ [C)~ !,'~_xv~' "~the to the best of Or; [o knowledge and belief. Sworn to tlr affirmed and subscribed before me th)- ~ 1~c ~___ I --'__ ~ day of ~ ~/~ _ ~~ -I Reg'C'Jter codicil to) the wili"~) presented C herewith and ........ · codicil signature on t~is in the handwriting of (Name) JAddress) (Address) LAW OFFICES JON F. LAFAVE[R NEW CUMBERLAND, PA, LAST WILL AND TESTAMENT OF FLORENCE Ho COMP I, FLORENCE Ho COMP, of West Fairview, Cumberland County, Penn- sylvania, being of sound mind, memory and understanding, do hereby make, pub- lish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. I. I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. Ail the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my husband, FERMAN H. COMP, if he survives me by a period of thirty days. If my said husband does not survive me by a period of thirty days, then this gift to him shall be divested, and I then give, devise and bequeath my entire estate as follows: A. One-half (1/2) unto my daughter, AUDREY E. GATES. B. One-half (1/2) unto my daughter, SUSAN K. HART. III. I hereby nominate, constitute and appoint my husband, FERMAN Ho COMP, as Executor of this, my Last Will and Testament. If the said Ferman H. Comp should predecease me, or otherwise fails to qualify, or ceases to act as such, then I nominate, constitute and appoint my daughters, AUDREY E. GATES and SUSAN K. HART, as Coexecutrices. IV. No fiduciary acting under this Will shall be required to post bond in this jurisdiction or in any jurisdiction in which he may act. Page one of two Pages LAW OFFICES JON F, LAI~AVER 3117 TH[RD STREET NEW CUMBERLAND, PA. IN WITNESS WHEREOF, I, Florence H. Comp, the Testatrix, have unt( this, my Last Will and Testament, set my hand and seal this ~-~ day of March, A. D., 1975. (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by Florence H. Comp, the above-named Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names as witnesses at her request, in the presence of the said Testatrix and of each other. Page two of two Pages 0 ~f FLORENCE H. COMP LAXLY' OFFICES 317 THIRD S~EET NEW CUMBERL~D, PE~SYLVANIA 17070 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002592 GATES ROBERT B 412 CASCADE ROAD MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 164-54-0536 FILE NUMBER: 2103-0289 DECEDENT NAME: COMP FLORENCE H DATE OF PAYMENT: 05/20/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $52.52 REMARKS: AUDREY E GATES C/O ROBERT B GATES TOTAL AMOUNT PAID: $52.52 SEAL CHECK#1009 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX 16-00)  GOMMONWEALTH OF , PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDEN'PS NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER Comp Florence H. DATE Of DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-DO-YEAR) 03/20/2003 11/06/1915 (IFAPPLICABLE)SURVIVINGSPOUSE'SNAME(LAStFIRS~ANDMiDDLEiNiTiAL) None r--] 2. Supplemental Return [--~ 4a. Future Interest Compromise (date of death after 12-12-82) [~7. Decedent Mainlained a Living Trusl (^,~h copy of Trust) ---]10. Spousal Povedy Credit (date of death between 12-31-91 and f-1-95) LU COUNTY CODE YEAR NUMBER ~(--]1. Original Retum [~4. Limited Estate ~]6. Decedent Died Teslate (A~tach copy et Will) ~-Jg. Litigation Proceeds Received r- THIS SECTION MUST BE COMPLY: i ~.u,* ALL CORI~ESPONDEN~I~A NAME z Robert B Gates O · FIRM NAME (ffApplicable) n, TELEPHONE NUMBER O SOCIAL SECURITY NUMBER 164 - 54 - 0536 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r---] 3. Remainder Relurn (date of death pdor to 12-13-82) ['~5. Federal Estate Tax Return Required _Q_ 8. Total Number of Safe Deposit Boxes ~]11. Election to tax under Sec. 9113(A) (^,ach Sch O) COMPLETE MAILING ADDRESS 412 Cascade Road ~ Hechanicsburg, Pa. 17055 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporalion, Padnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Properly (Schedule F) (6) J~--J Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (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, Modgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. 1351.20 None None 6878.95 None None 7001.78 None (8). 8230.15 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (11) 7001.78 (12) 122R. 37 (13) (14) 1228.37 15. 16. 17. 18. 19. 20 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at lhe spousal tax rate, or transfers under Sec. 9116 (a)(1.2) Amount of Line 14 taxable al lineal rate I 2 2 R. q '7 Amounl of Line 14 taxable al sibling rate Amount of Line 14 taxable at collateral rate Tax Due x .o. (15) x .o. 45 (16) 55.28 x .12 (17) x .15 (18) (19) 55. 28 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK,MATH " " ........ ," .... Decedent's Complete Address: ISTREETADDRESS 127 Second Street" CITY West Fairview (East Pennsboro Township)I, STATE ZIP Pa. 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 2.7 6 Total Credits ( A + B + C ) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) 55.28 (3) (4) (5) (5A) (5B) (2) 2.7 6 52.52 52.52 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 properly which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS 412 Ca~scade Road 12'7 Second Street M~r~=n~,,~_q D= ~vO55 West ~rvie,._~ P?__ 17025 DATE SIGN ATU RE ~~~)N T-AlIVE ~--~/ ADDRESS 412 Cascade Road Mechanicsburg, Pa. 17055 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) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {9116 (a) (1.1) (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 after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. {9116(a)(1.2)]. The tax rate imposed on the net value 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(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 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. COMMONVVEALTHOFPENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEOENT ESTATE OF Comp, Florence He SCHEDULE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 2 Each United States Series EE Savings Bonds, Denomination $500, ~D12375577EE and D12375583EE redeemed April 4, 2003 VALUE AT DATE OF DEATH $1351.20 TOTAL (Also enter on line 2, Recapitulation) $ 1 3 5 1.2 0 (If more space is needed, insert addilional sheets of the same size) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. 'NNER,T^NC~ T^X RETU.N RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Comp, Florence II. FILENUMBER Include the ITEM NUMBER )roceeds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with the right of survivorship must be disclosed on Schedule F. DESCRIPTION VALUE AT DATE Of DEATH 73.26 Cash Checking account, Citizens Bank, 4101 Carlisle Pike, Camp Hill, Pa, Account ~610078-480-0 Balance at date of death ' Health Insurance premium refund, Highmark Blue Shi P.O. Box 898248, Camp Hill, Pa. 17089, ID ~ ZAL 164-54-0536B Pre-need, Pre-paid funeral expense Arrangement/Insurance, Myers Funeral Home/Liberty Life Insurance Company, 37 E. Main Street, Mechanicsburg, Pa. 17055 Various jewelry items, mostly costume and other inexpensive items-watch, wedding band earrings, necklaces, etc. ' 3553.22 287.47 2765.00 200.00 TOTAL (Also enter on line 5, Recapitulation) $ 6 8 7 8.9 5 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~STATE OF Comp, Florence H. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 5. 6. 7. 8. 9. Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION A. 1. FUNERALEXPENSES: Following paid to Myers Funeral Home, Mechanicsburg, Services, use of facilities and automotive equipment, cremation $1995, Register book $55, Urn $385, Open grave $225, Cemetary Equipment $140, Newspaper notice $55, Clergy.S75, Death Certificates $20, Flowers $55, Total $3005. Myers accepted prepaid funeral arrangemen insurance proceeds in amount of $2765 as full payment. 2. Reimbursement to Audrey Gates for flowers, reception food and pictorial tribute 3. Ginqrich Memorials, Mechanicsburg-update grave marker ADMI~STRATIVE COSTS: Pemonal Representative's Commissions None Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Represenlative(s) Street Address City Year(s) Commission Paid: 2. Attorney Fees No n e 3. State ~ Zip Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant Susan K. Hart Street Address 127 Second Street City West Fairview State Pa. Zip Relationship of Claimant to Decedeht Da ughter 17025 Pr0bateFees Cumberland County Register of Wills Accountant's Fees N o n e Tax Return Preparer's Fees None Vital records, Commonwealth of Pa., copies of deceased spouses death certificates Cumberland Law Journal, Carlisle, Pa. Advertisement Patriot News, Harrisburg, Pa. Advertisement Audrey E. Gates-Postage and registration Insurance policies ' Susan K. Hart-Postage and insurance, Insurance Policy AMOUNT 2765.00 273.00 90.00 3500.00 71.00 12.00 75.00 193.87 13.36 8.55 TOTAL (Also enter on line 9, Recapitulation) $ 7 0 01.7 8 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Comp, Florence SCHEDULE J BENEFICIARIES FILE NUMBER NUMBER ! 1. 11 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Audrey E. Gates 412 Cascade Road Mechanicsburg, Pa. 17055 Susan K. Hart 127 Second Street West Fairview, Pa. 17025 AMOUNT OR SHARE OF ESTATE RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter 614.18 614.19 $1228.37 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 Bi CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS (If more space is needed, insert additional sheets of the same size) TOTAL OF PART !I - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE '13 OF REV-1500 COVER SHEET LAST WILL AND TESTAMENT OF FLORENCE Ho COMP I, FLORENCE Ho COMP, of West Fairview, Cumberland County, Penn- sylvania, being of sound mind, memory and understanding, do hereby make, pub- lish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. I. I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. Ail the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my husband, FERMAN H. COMP, if he survives me by a period of thirty days~ If my said husband does not survive me by a period of thirty days, then this gift to him shall be divested, and I then give, devise and bequeath my entire estate as follows: A. One-half (1/2) unto my daughter, AUDREY E. GATES. B. One-half (1/2) unto my daughter, SUSAN K. HART. III. I hereby nominate, constitute and appoint my husband, FERMAN Ho COMP, as Executor of this, my Last Will and Testament. If the said Ferman H. Comp should predecease me, or otherwise fails to qualify, or ceases to act as such, then I nominate, constitute and appoint my daughters, AUDREY E. GATES and SUSAN K. HART, as Coexecutrices. IV. No fiduciary acting under this Will shall be required to post bond in this jurisdiction or in any jurisdiction in which he may act. Page one of two Pages IN WITNESS WHEREOF, I, Florence H. Comp, the Testatrix, have unto this, my Last Will and Testament, set my hand and seal this /~.~x~ day of March, A. D., 1975. (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by Florence H. Comp, the above-named Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names as witnesses at her request, in the presence of the said Testatrix and of each other. BELCO .E.co coMMu.,T c. Eo. u.,o. co,,,m..u~ c~m~ u.~o. MAIN OFFICE 403 N. 2nd Street · P.O. Box 82 · Harrisburg, PA 17108 irHF ESl'AlE ObR~~ ('OMP ~r~ ~ ~ S~20 - P.O. Box 10e8 · Lan~sle~, PA 1780~ r~J~e ~' ~i~ PA 17011 N E [: i-I~ mo~m~e~t · P~O~ox~fo~ ~ ~arrisbu~g, PA ~7~0~ "~;~ ~ ~re" 5785 Allentown Boulevard · Harrisburg, PA 17112 39 moMh Washington Street · Gettysburg, PA 17325 201 Good Drive · Lancasler, PA 17602 HARRISBURG SERVICE TELEPHONE NO: ...... 1-717-23-BELCO LANCASTER SERVICE TELEPHONE NO: ....... 1-717-393-1116 CAMP HILL SERVICE TELEPHONE NO: ........ 1-717-720-6290 PINNACLE HEALTH SERVICE TELEPHONE NO:. 1-717-231-8301 GETTYSBURG SERVICE TELEPHONE NO: ..... 1-717-337-3474 TOLL FREE TELEPHONE NUMBERS: e~ ~m~ ~e~.. ri ..... ~ '~ '~ ~' *' i' ~-~-Z5-B~E We~...~').~ ~ ~N. ~,..w.~.. ~.......'... m ON 0~0403 EFFECTIVE 040403 x ILR:3 73 k[IM B- ]0:39:50 TRANSFER BOND REDEMPTiOH 10 SHARE: S 4 &C:CT [)E S[:!~ I F' 1 ] ON TRAN-AMOUNI S 4 S4-CHECKING REDEMPTION VALUE $ J,35].20 iNIEREST EARNED $ 85~.20 TOTAL BONDS REDEEMED 2 * NOTE: INTEREST EARNED MAY BE REPORTED TO THE IRS NEW-BALANCE 1,351.20 ,/ SHARE ID LEGEND S1 - SAVINGS S2 - CHRISTMAS CLUB S3 - WHATEVER CLUB, SAFARi CLUB, TEEN CLUB S4 - CHECKING S5 - IRA S6 - MONEY MARKET GROWTH FUND CITIZENS [~ANK Cai{ Citizens' PhoneBank anytime fo~ account informaUon, cunent rates and answers to your questions. US059 BR291 4 1 FLORENCE H COMP 127 2ND ST WEST FAIRVIEW PA :7025-3204 Checking Account Statement o[ 1 Beginning Febiua~y 21, 2003 through Ma~ch 19, 2003 Checking SUMMARY Balance Calcu[aUon Previous Balance Checks Witttdrawals Deposits & Additions Current Balance 3,178.89 422.90 37.77 835.00 3,553.22 ": 543 6.00 02/27 Y545 .-, 544 12.00 03/04 o, 546 Amount 400. O0 4.90 Withdrawals Other Withdrawals Date Amount Descdptlo. 03/03 v 31.71 Libe~tg Pre-Need Insurance 022803 0040004479 03/19 ~ 6.00 i'4o,lLh[y ~.~a;.~Le.a.ce Fee Deposits & Additions Date Amount DescdpUon 03/03 835.00 US Treasmy 303 Soc Sec 030303 172018392d SSA Date 03/04 03/13 Daily Balance Date Balance Date Balance Date Balance 02/27 3,172.89 03/04 3,564.12 03/19 3,553.22 03/03 3,976.12 03/),3 3,559.22 FLORENCE H COMP Citizens Basic Checking 6]00/8-~80-0 3,178.89 Total Checks 422.90 Tutal Withdrawals 37.77 Total Deposits & Ad.lions 835.00 Cunent Balance 3,553.22 COMMONWEALTH OF PENNSYLVANIA i. COUNTY OF CUMBERLAND .i ss: Estate of Florence H. Comp No. 2003-00289 PA No. 21-03-0289 Audrey E. Gates and Susan K. Hart being duly sworn according fo law, deposes and says fhaf ~ ..... the_y__aLe Co-Executrixes of the Estate of . Florence H. Comp late of ---Eas_t__~Pennsboro .Township ....... , Cumberla.d Cou.ty, Pa., deceased a.d that the w;fhln is an inventory ma. de by -Audrey E~a3~es--&~Susan K~J~arJ~___., the said. Pn-z~r~r~-r~rr~.~ of the entire estate of sa~d d~cedenf, consisting of all the ~ersonal -ro-=-*-. --~ ---, - - .- - J- -' --~-- r r M~--y a.u reel estate, exce t real · the Commonwealth of Pennsylvania, end that the figures o~eosife each '-- -z .c_ , ...... P .~?f~.oufs,,de as of the date of decedenf's death. ~ ~f ......... ,-*.n.ory represen~ n s ~mr value //' ' ~~ ~ -'~ ~ ~12 Cascade Road 127 Second S _ Date of Death 20th March 2003 Day Month Year 2. 3. 4. INSTRUCTIONS An inventory must be filed w;fhln three months after appointment of personal representative. A supplement inventory must be filed within th;try days of discovery of add;fional assets. Additional sheets may be attached as fo personalty or realty ~J('"; See Art;cie IV, Fiduciaries Act of 1949. .~ ~' LU LLI 0 0 Inventory of tile real and personal estate of Florence H. Comp deceased Cash Checking account, Citizens Bank, 4101 Carlisle Pike, Camp Hill, Account ~610078-480-0, Balance on date of death United States Savings Bonds, 2 each, face value $500 each, ~D12375583EE, D12375577EE, Redeemed April 4, 2003, total value Health Insurance premium refund, Highmark/Blue Shield, P.O. Box 898248, Camp Hill, Pa. 17089, ID ~ZAL 164-54-0536B Pre-need, pre-paid funeral expense arrangement/insurance, Myers Funeral Home/Liberty Life Insurance Company, 37 E. Main Street, Mechanicsburg, Pa. 17055 Various jewelry items, mostly costume jewelry and other inexpensi' items-watch, wedding band, earrings, necklaces, etc. Life Insurance proceeds, Prudential Insurance Company of America, P.O. Box 9579, Jacksonville, Florida 32231-0038, Policy ~09615791( Claim ~766555 Life Insurance proceeds, Jefferson Pilot Life America Insurance Company, P.O. Box 21008, Greensboro, North Carolina 27420, Policy ~0305140287, Claim ~0419795 Life Insurance proceeds, Jefferson Pilot Life America Insurance Company, P.O. Box 21008, Greensboro, North Carolina 27420, Policy ~0200082778, Claim ~0419795 Total Estate 73 26 3553' 22 1351 20 287 47 2765 00 je J 200 00 2733 25 I! 500 00 1006: 44 $12,469.84 BUREAU OF INDIVZDUAL TAXES TNHERTTANCE TAX DZYTSTON DEPT. 280601 HARR/SBURG, PA 17118-0601 ROBERT B GATES qlZ CASCADE RD MECHAN[CSBURG COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF TNHER/TANCE TAX APPRAZSEMENT, ALLO#ANCE OR D/SALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX '03 JUL-7 PA 17055 '"~ D~TE ESTATE OF DATE OF DEATH 07-07-2005 COMP 03-20-2005 21 05-0289 CUMBERLAND 101 ItEV-15~i7 EX AFP [01-05) FLORENCE H ACN t... Amount Rea i'l"l:ad MAKE CHECK PAYAIILE AND REMZT PAYMENT TO: REGTSTER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 1701:5 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR ESTATE OF COMP DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX FLORENCE H FZLE NO. 21 05-0289 ACM 101 DATE 07-07-Z00~ TAX RETURN NAS: (X) ACCEPTED AS F/LED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERS.e CHANGED APPRATSED VALUE OF RETURN eASED ON: 1. Real Estate (Schedule A) 2. $. fi. 5. 6. 7. 8. ORZGZNAL RETURN Stocks and Bonds (Schedule B) (2) Closely Held Stock/Partnership Znterast (Schedule C) ($) Mortgages/Notes Receivable (Schedule D) (q) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) (6) Transfers (Schedule G) (7) Total Assets APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expanses/Ado. Costs/Misc. Expanses (ScheduZa H) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) 11. Total Deduct ions 12. Nat Value of Tax Return 13. lq. (9) (10) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Sub,act to Tax lz$51 .ZO .00 6~878.95 .00 .00 NOTE: To insure proper credit to your account/ scd~ait the upper portion .00 of this fora with your tax payment. .0o (8) 7,001.78 8,250.15 TAX CREDZTS: PAYMENT DATE 05-20-2005 RECETPT NUHBER CD002592 DZ$COUNT ZNTEREST/PEN PA~D (-) 2.76 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. 52.52 TOTAL TAX CREDZT aALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE AMOUNT PAID (19)~ 55.28 55.28 .00 .00 .00 ( I'F TOTAL DUE TS LESS THAN $1, NO PAYMENT 1'S RE(;IUTRED. ZF TOTAL DUE IS REFLECTED AS A "CREDZT' (CA), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF TH/S FORH FOR ZNSTRUCTZONS.) NOTE: Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect flgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aaount of Line Zfi at Spousal rata (15) .00 X O0 = .00 16. Amount of Line lq taxabZa at Lineal/Class A rata (16) 1,228.57 X Oq5 = 55.28 17. Amount of Line lfi at Sibling rata (17) .00 x 12 = .00 18. Amount of Line lq taxabZa at Collateral/Class B rata (18) .00 X 15 = .00 19. PrincipaZ Tax Due .00 (11) 7.001.78 (12) 1,228.:57 (13) . O0 (Zq) 1,228.37 REsERvATION: Estates of decedents dying on or before December 12, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of tho decedent after the expiration of any estate for life or for years, the Comaoneaalth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes at the laeful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of tho Inheritance and Estate Tax Act, Act 13 of ZOO0. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed an tho reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, ehich ems not requested on the Tax Return, may bo requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131S). Applications are available at the Office of the Register of Hills, any cf the 23 Revenue District Offices, or by calling the special 24-hour ansearing service for fores ordering: 1-800-362-Z050; services for taxpayers ~]th special hearing and / speaking needs: 1-800-q~7-50Z0 (TT Any party in interest not satisfied ~ith the appraisement, allo~anca~ or di~llo~ance of deductions~ or asses~ent of tax (including discount or interest) as sho~n on this Notice must object ~ithin sixty (60) days of receipt of this Notice --~ritten protest to ~e PA Depar~ent of Revenue~ Board o~ Appeals~ Dept. ZS[OZI~ Harrisburg~ PA 17128-1021~ OR --election to have ~e setter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors di~overed on this assessment should be addressed in ~riting to: PA Depar~ant of Revenue~ Bureau a~ Individual Taxes, ATTN: Post Assessment Revie~ Unit~ Dept. 280601~ Harrisburg~ PA 17128-0601 Phone [717) 767-6505. See page 5 o~ the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" [REV-IS01) ~or an explanation o~ administratively correctable errors. If any ~x due is paid ~ithin three (~) calendar months after the decedent's death, a five percent [52) discount of the tax paid is allo~ed. The 15X tax asnesty non-participation penalty is computed on ~e total of the tax and interest assessed~ and not paid before January 18~ 1996~ the first day after the end of ~e tax amnesty period. This non-participation penalty is appealable in the ~=e manner and in the the same rise period as you ~ould appeal the tax and interest that has been assessed as indicated on ~is notice. Interest is charged beginning ~ith first day of delinquancy~ or nine (9) months and one (1) day from the date of death, to the date of payaeqt. Taxes ~hich became delinquent before January 1, 1982 bear interest at the rata of six (62) percent per annum calculated at a daily rate of .00016~. All taxes ahich became delinquent on and after January l, 1982 mill bear interest at a rate ~hich ~111 vary from calendar year to calendar year ~ith that rata announced by the PA Depar~ent of Revenue. The appl~cable ~nterest rates for 1982 through 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yea~ Rate Factor Yea~ Rate Factor 1982 ZO~ . 0005~8 1987 9~ . O00ZR7 1999 7~ . 000192 198~ 16~ .OOD~8 1986-1991 11~ .000~01 ZOO0 8~ .000119 198~ 111 . 000~01 1992 91 . O001~7 ZOO1 91 . 0001~7 1985 ZSZ .000~56 199~-199~ 71 .000191 2001 6X .00016~ 1986 101 .00027~ 1995-1998 9X .0001~7 ZOOS 51 .0001~7 --Interest is calculated as ~ollo~s= INTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice isled a~tar the tax becomes delinquent ~ill ce~lect an interest calculation to ~iftaen [15) days beyond ~e date of the assessment. Z~ paym~t is made a~tar ~ interest coapu~tion data sho~n on the Notice, additional interest must be calculated. Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Florence H. Comp Date of Death: Mar~h ?O, 200.3 Will No. 21-03-289 Admin. No. To the Register: 1 certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May !6, 2003 : Name Address Audrey E. Gates 41~ ~md~ ~na~ Me~h~n~osb~rg~ Pa~ 17055 Susan K. Hart 127 Second Street West Fairview, Pa. 17025 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: May 16, 2003 S i gna t ur e Signature Name ~-d~a/ ~ .,.~ Name Address 412 Cascade Road Address Mechanicsburq, PA. 17055 Telephone (717) 6q7-] 477 .o = Capacity: __ 127 Second Street West Fairview, Pa. 17025 Telephone (71~' 732-3382 X Personal Representative Counsel for personal representative 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 deter- mined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or prop- erty will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of Florence H. Comp ,deceased, March Estate No. 2003-00289 PA 21-03-0289 (Name and Address) 20, 2003 TO: Audroy ~. Gates 412 C~scade Susan K. Hart 127 S~nnd ~r~t. West. Fairvie%~; Pa_ 17025 P~easet~en~tice~fthedeath~fdecedentandthegrant~f~etterst~thepers~na~representative(s)namedbe~w. Audrey E. Gates 412 Cascade Road Mechanicsburq, Pa. 17055 Susan K. Hart 127 Second Street West Fairview, Pa. 17025 Florence H. Comp ,diedonthe ?0th ' 2003 ,at Dauphin County, The Decedent day of March Pennsylvania. The Decedent died testate (with a Will); o~x The personal representative of the Decedent is (name, address and telephone number). Audrey E. Gates 412 Cascade Road MechanSc~qbnrg: Pa. ~7055 Susan K. Hart 127 Second Street West Fairview, Pa. 17025 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 7 i 7-240-6345 If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, I 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 for duplication. Date: May 16, 2003 Signature:t?~ /</. ~ Signature: /.~-C<~_a.</ ~. 9~/--d~J Name (print) .q~,.~n g_ la, rt. G~-~s--_v_" Address 127 Second Street Name: Audrey E. West Fairview, Pa. 17025 Address: 412 Cascade Road Mechanicsburq, Pa. 17055 Telephone (717) 697-1477 Capacity: Telephone ( 7 1 ~/ 7 3 Personal Representative Name of Decedent: Date of Death: Will No.: Status Report Under Rule 6.12 Florence H. Comp March 20,2003 __21-03-289 Admin. No.: 2003-00289 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: Did the personal representative file a final account with the Court? Yes ~ No [] -First and final account submitted with this report. b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes'~ No [] Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: S~gnature Susan K. Hart 127 Second Street West Fairview, Pa. 17025 (717) 732-3382 Capacity: ~ Personal Representatives [] Counsel for personal representative January 2,2004 Register of Wills, Cumberland County, Pennsylvania: Clerk of the Orphans Court: This is the first and final accounting related to the estate of Florence H. Comp, deceased March 20, 2003. Her will was submitted for probate on April 1,2003, file #2003-00289, Pa. File #21-03-0289, resulting in granting of Letters of Testamentary and Short Certificates on April 2, 2003 to Audrey E. Gates and Susan K. Hart, Co-Executrixes. Legal advertisement occurred in the Cumberland Law Journal, Carlisle, Pa. on April 18, 25 and May 2, 2003. Also, legal advertisement occurred in the Patriot News, Harrisburg, Pa. on April 10, 17 and 24, 2003. An inventory of Personal Property and Real Estate was submitted to the Register of Wills on May 20, 2003. Notice of Estate Administration and Certification of Notice under Rule 5.6 (a) were prepared and distributed on May 16, 2003 with copies provided to the Register of Wills on May 20, 2003. Inheritance Tax Return Resident Decedent REV-1500 was submitted to the Register of Wills on May 20, 2003 and the tax due was paid. The Commonwealth of Pennsylvania, Department of Revenue, Inheritance Tax Division provided a Report of Acceptance to the preparer, Robert B. Gates, dated July 7, 2003. Estate Assets: a. Cash $73.26 b. Checking account, Citizens Bank, 4101 Carlisle Pike, Camp Hill, Pa., account #610078-480-0 $3553.22 c. United States Savings Bonds, 2 each, face value $500 each, serial numbers D12375583EE and D12375577EE, redeemed April 4, 2003, total value $1351.20 d. Health Insurance premium refund, Highmark/Blue Shield, P.O. Box 898248, Camp Hill, Pa. 17089, ID #ZAL164-54-0536B $287.47 e. Pre-need,' prepaid funeral expense arrangement/insurance, Myers Funeral Home/Liberty Life Insurance Company, 37 E. Main Street, Mechanicsburg, Pa. 17055 $2765.00 f. Various jewelry items, mostly costume jewelry and other inexpensive items-watch, wedding band, earrings, necklaces, etc. $200.00 g. Life insurance proceeds, Prudential Insurance Company of America, P.O. Box 9579, Jacksonville, FI. 32231-0038, policy #096157916, claim #766555 $2733.25 h. Life Insurance Proceeds, Jefferson Pilot Life America Insurance Company, P.O. Box 21008, Greensboro, N.C. 27420, policy #0305140287, claim #0419795 $500.00 i. Life insurance proceeds, Jefferson Pilot Life American Insurance Company, P.O. Box 21008, Greensboro, N.C. 27420, policy #0200082778, claim #0419795 j. Dividend derived from Estate Checking Account, Belco Community Credit Union, P.O. Box 82, Harrisburg, Pa. 17108, account #838558 Total Estate Assets- $1006.44 $0.26 $12470.10 1 o Expenses: a. Paid by life insurance assignment to Myers Funeral Home, Mechanicsburg, Pa.17055: i. Services, facilities, automotive and cremation $1995.00 ii. Register book $55.00 iii. Urn $385.00 iv. Open grave $225.00 v. Cemetery equipment $140.00 vi. Newspaper notice $55.00 vii. Clergy $75.00 viii. Death Certificates $20.00 ix. Flowers ,$55.00 Total Funeral Home Expenses: $3005.00 Myers Funeral Home accepted prepaid funeral arrangement/insurance proceeds in the amount of $2765.00 as full payment. Reimbursement to Audrey E. Gates for expenditures from personal funds prior to opening Estate Checking Account as follows: Commonwealth of Pa., Vital Records Register of Wills, probate fees Cumberland Law Journal, Advertisement Funeral Expenses-reception food, pictorial Tribute and flowers Postage and insurance related to insurance claim Total reimbursement to Audrey Gates, Belco Community Credit Union check #1002 $12.00 $71.00 $75.00 $273.00 ~;13.36 c. Gingrich Memorials, Mechanicsburg, Pa. to update grave marker, Belco Community Credit Union check #1005 d. Advertisement, Patriot News, Harrisburg, Pa., Belco Community Credit Union check # 1006 e. Susan K. Hart, postage and insurance for life Insurance claim, Belco Community Credit Union check #1001 f. Inheritance Tax, Register of Wills-Agent, Belco Community Credit Union check #1009 g. Inheritance Tax Return and Inventory Fee, Reimbursement to Robert Gates, paid in cash to Register of Wills, Belco Community Credit Union Check #1010 Total Estate Expenses: $2765.00 $444.36 $90.00 $193.87 $8.55 $52.52 $25.00 $3579.30 2 h. All known debts and expenses have been paid 8. Asset/Expense Summary: a. Total Assets b. Total Expenses Total Available for Distribution 9. Distribution: $12470.10 -3579.30 $8890.80 Date Distribution Audrey E. Gates Susan K. Hart _Totals 4/03 Cash $36.63 $36.63 $73.26 4/03 Jewelry $100.00 $100.00 $200.00 4/29/03 Belco ck. #1003 $1366.63 $1366.63 4/29/03 Belco ck. #1004 $1366.62 $1366.62 5/5/03 Belco ck. #1007 $753.22 $753.22 5/5/03 Belco ck. #1008 $753.22 $753.22 5/29/03 Belco ck. #1012 $2000.00 $2000.00 5/29/03 Belco ck. #1011 $2000.00 $2000.00 12/3/03 Belco ck. #1013 $188.93 $188.93 12/3/03 Belco ck. #1014 $183.92 $183.92 12/16/03 Belco account closinq $5.00 $5.00 Totals: $4445.39 $4445.41 $8890.80 Distribution as indicated above has been completed and the Estate Checking Account has been closed. 10. We, the Co-Executrixes and heirs, hereby certify the accounting stated above to be true and correct. Estate closing and discharge of the Personal Representatives is requested. (seal) Sworn to and subscribed before me this ~ day of ....J/~M/~/')~Y , 200_~__ Notary Public " ~ ' ~L ~, ~p~ . , ~~~J~,~ Sworn to and subscribed before me t,h,i/s Notary Public- ~ ' ~, 7 (seal) .. 1in~ L Leitzell, No~..y p~ ~ -- Expires July 25, 2006 ~ Co-Execq~ " 412 Cascade Road Mechanicsburg, Pa. 17055 Co-Executrix 127 Second Street West Fairview, Pa. 17025