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HomeMy WebLinkAbout03-0291Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Iva B. Dunmire also known as Lena Machamer , Deceased Petitioner(s), who is/are 18 years of age or older, apply(les) for: Social Security No. 177-24-5991 (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut rix the Decedent, dated 11/23/1998 and codicil(s) dated None none ~named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at Bethany Village, Lower Decedent, then 99 years of age, died 03/22/2003 Allen Township, Mechanicsbur8, (liststreet, number, and municipality) at Bethany Village, PA PA 17050 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania (Location) 240,000.00 situated as follows: none Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence -~,/~ ,~'~/~ Lena Machamer ~_,_,._ OL-~,=~,~.L~.. 65 Center Drive, Camp Hill, PA 17011 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) 21-03-291 Oath of Personal Representative Commonwealth of Pennsylvania 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 Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ "7')/~ Lena Machamer before me this ~,//~"~ay of F-or'th~ Register /d~'~' No. Estate of Iva B. Social Security No: AND NOW, 21-03-0291 Dunmire Deceased 177-24-5991 Date of Death: 03/22/2003 APRIL 2; ?ClC)~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, iT IS DECREED that Letters ~'~ Testamentary [~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Lena Machamer in the above estate and that the instrument(s) dated 11/23/1998 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. - - ' ~r gegi~e~'of-Wiils - ' /"'---~" ) Letters ........... $ Short Certificate(s). · ._5.. $ Renunciation ........ $ 15.00 Attorney: John E. Slike Affidavits ( ) .... $ Extra Pages( 2 ) .... $ 6.00 Codicil ........... $ JCP Fee .......... $ 10. O0 I.D. No: 06262 Address: Saidis, Shuff, Flower & Lindsay 2109 Market St. Camp Hill, PA 17011 Telephone: 717/737-3405 Inventory .......... $ Other ........... $ TOTAL ......... $ 301.00 MAILED LETTERS TO ATTORNEY 04-02-2003 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) SAIDIS, SHLIFF & MASLAND ATr0RNEYS,AT*LAW 2109 Market Street Camp Hill, PA 21-03-291 LAST WILL AND TESTAMENT OF IVA B. DUNMIRE I, IVA B. DUNMIRE, of Camp Hill, Cumberland County, Pennsyl- vania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - Unless I have previously given them to her during my lifetime, I bequeath fifteen (15) pictures and five (5) brass lamps which came from the household of my deceased husband, Harold B. Dunmire, to his daughter, MARY JANE DUMIRE MCCLAIN, or her issue per stirpes. III - Ail the rest, residue and remainder of my estate of whatever nature and wherever situate I devise and bequeath unto my daughter, LENA MACHAMER, or her issue per stirpes. IV I appoint LENA MACHAMER, Executrix of this, my Last Will and Testament. My personal representative shall not be required to post bond in this, or any jurisdiction. SAIDIS, SHUFF & MASLAND ATrORNEYS*ATeLAW 2109 Market Street Camp Hill, PA COMMONWEALTH OF PENNSYLVANIA) : COUNTY OF CUMBERLAND ) SS. WE, the undersigned, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. Testatrfx Witne~'s Witness Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and sworn to before me by both wit- nesses, this ~ day of ~/~ , 1998. Member Pennsvlvan,e ~;~flcl~flor~ of Notaries SAIDIS, SHUFF & MASLAND ATrORI~YS*AT*LAW 2109 Market Street Camp Hill, PA IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ~ ~ ~ day of ~"~0~vt-~c~- 1998 IVA B. DUNMIRE (SEAL) Signed, sealed, published and declared by IVA B. DL~iRE, Testa- trix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Name Name Address REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Iva B. Dumire Date of Death: March 22, 2003 Will No. 21-03-0291 Admin. No. To the Register: I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to ihe following beneficiary of the above- captioned estate on April 10, 2003. Name Lena Machamer Address 65 Center Drive, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: John E. Slike, Esquire 2'I 09 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: X Personal Representative Counsel for Personal Representative JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY MATTHEW J. ESHELMANt KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attorney@ssfl-law.com www.ssfl-law.com June 18,2003 CARLISLE OFFICE: 26 W. HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re: The Estate of lva B. Dunmire File No. 21-03-0291 Dear Ladies: Enclosed please find a check in the amount of $9,800.00 representing a discount payment on account of inheritance taxes in the above estate. /sly Enclosure Please forward a receipt at your convenience. Very truly yours, SAIDIS, SHUFF, FLOWER & LINDSAY Sheiby '.~Y'(~ng, Es)~'~alegal Board Certified by the American Board of Certification in Creditors' Rights Representation Law Offices SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, Pennsylvania 17011 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 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 002706 SLIKE JOHN E ESQUIRE 2109 MARKET STREET CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 177-24-5991 FILE NUMBER: 2103-0291 DECEDENT NAME: DUNMIRE IVA B DATE OF PAYMENT: 06/19/2003 POSTMARK DATE: 06/1 8/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 03/22/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,800.00 TOTAL AMOUNT PAID: $9,800.00 REMARKS: LENAMACHAMER C/O JOHN E SLIKE ESQUIRE SEAL CHECK# 1 O4 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS 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 REV-1162 EX(11-96) NO. CD 002959 SLIKE JOHN E ESQUIRE 2109 MARKET STREET CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 177-24-5991 FILE NUMBER: 2103-0291 DECEDENT NAME: DUNMIRE IVA B DATE OF PAYMENT: 08/29/2003 POSTMARK DATE: 08/29/2003 COUNTY: CUMBERLAND DATE OF DEATH: 03/22/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $280.63 REMARKS: TOTAL AMOUNT PAID: JOHN E SLIKE ESQUIRE $280.63 SEAL CHECK# 107 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-O601 D E C E D E N T REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Dunmire Iva B DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 0 ~7~R~/~D03 I 03/15/1904 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21-03-0291 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 177-24-5991 REGISTER OF WILLS SOCIAL SECURITY NUMBER CA HP EP CR KO PB RL IO AC TK ES  1. Odginai Return ~ 24/! 4. Limited Estate · 6, Decedent Died Testate (Attach copy of Will) ~ 9. Litigation Proceeds ReceivedF] 10. (d~ Supplemental Return U 3. Remainder Return pn ~l~l~r~jCS~t~ Compromise (date of death after 12-12-~2) J 5. Federal Estate Tax Return Beqed'edt Maintained a Living Trust 0 8. Total Number of Safe Depo ~l~t"~py of Trust) Spousal Poverty Credit I I 11. Election to tax under Sec. 9 ~cl~(~f death between 12-31-91 and 1-1-95) (Attach Sch O) C O R R E S R E C A P I NAME John E. Slike FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER 717/737-34o5 1Real Estate (Schedule A) (1) 2Stocks and Bonds (Schedule B) (2) 3Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) 5Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6Jointly Owned Property (Schedule F) (6) [~eparate Billing Requested COMPLETE MAILING ADDRESS 2109 Market St. Camp Hill, PA 17011 None 136,572.66 Nohe 38,303.89 None OFFICIAL USE ONLY T U L A T I O N C O M T I 0 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8.Total Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) (9) ll~)ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11Total Deductions (total Lines 9 & 10) l~let Value of Estate (Line 8 minus Line 11) 64,580.71 3,981.33 None (8) --.a, 239,457.26 (11) 3,981.33 (12) 235,475.93 (13) 13~haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) l~let Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES l~.mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15) 16~.mount of Line 14 taxable at lineal rate 235,475.93 x .o 45 (lS) 17Amount of Line 14 taxable at sibling rate X .12 (17) 18Amount of Line 14 taxable at collateral rate X .15 (18). 19t'ax Due (19) 235,475.93 0.00 10,596.42 0.00 0.00 10,596.42 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 15~0 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 65 Center Drive ~ITY Camp }{ill STATE ZIP ?A 17011 Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 9,800.00 515 79 (1) Total Credits ( A + B + C ) (2) 10,596.42 3Jnterest/Penalty if applicable D. Interest E. Penalty Total InterestJPenalty ( D + E ) (3) 4If 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~f Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did 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? ................... 2If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ ~J 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. I I 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ IXI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 10,315.79 0.00 0.00 280.63 0.00 280.63 Under penalties of perjury, I declare that I have examined this retum, 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 SlGNATUI~E OF PREPAREh OTHER THAN REPRES, ENTATIVE  1~ -- ~ / ' 2109 Market St F;r'dates'oi ~l~th' 0;i ;r'aflei',Jul~ i', 'i99~ an~ ~e~o~.e' Jan'u~l~ 'i',' 1'~9~','i~; ~'r;t; i~:~c~s~:l"~m'~; surviving sp~e 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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-I$00 EX (Rev. 6-00) Lena Machamer D 65 Center Drive A Camp Hill, PA 17011 .l~ , ~ ~0~T Saidis, Shuff, Flower & Lindsay s A REV-1503 EX + (i-97) 'COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Iva B Dunmire SS~/ 177-24-5991 03/22/2003 21-03-0291 All prol~erty jointly-owned with right of survivorshil~ must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH 1 4494 shares Harsco stock 30.39 136,572.66 TOTAL(Alsoenteronline2, Recapitul~ion) 136,572.66 (If 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-1508 EX + (1'-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Iva B Dunmire SS# 177-24-5991 03/22/2003 21-03-0291 Include the proceeds of litigation and the date theproceeds were received by the estate. All propel~y jointly-owned with the right of survivorsh,l~ must be disclosed on Schedule F. ITEM NUMBER 1 2 DESCRIPTION PNC Bank, certificate of deposit #31300161214 accrued interest PNC Bank, certificate of deposit #31900160702 accrued interest PNC Bank, checking acct. 5140017376 accrued interest Highmark, medical reimbursement Asbury Services, Inc., nursing home refund VALUE AT DATE OF DEATH 10,000.00 4.65 10,000.00 4.66 16,340.80 3.46 160.96 1,789.36 TOTAL (Also enter on line 5, Recapitulation) $ 38,303.89 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1510 EX + (1'-0'/) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Iva B Dunmire SS# 177-24-5991 03/22/2003 21-03-0291 This schedule must be completed and filed if the answer to any of questions I through 4 on page 2 is 'es. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBEF ATTACH A COPY OFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST 0F APPLICABLE) 1 MetLife annuity 64,580.71 100.00% 64,580.71 TOTAL (Also enter on line 7, Recapitt~ation) 64,580.71 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 lorm software only CPSystems, Inc. Form REV- 1510 EX (Rev. 1-97) REV-1511 EX + 0-97) ~OMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Iva B Dunmire SS~ 177-24-5991 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 03/22/2003 FILENUMBER 21-03-0291 Debts of decedent must be reported on Schedule I. ITEM NUMBER 5. 6. 7. DESCRIPTION :UNERALEXPENSES: Musselmans Funeral Home ~,DMINISTRATIVE COSTS: 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: Attorney's Fees Saidis, Shuff, Flower & Lindsay Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address c~y Relationship of Claimant to Decedent State Zip Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees ~herAdministrativeCosts Patriot News, estate notice Cumberland Law Journal TOTAL (Also enter on line 9, Recapitulation) AMOUNT 2,669.90 800.00 301.00 135.43 75.00 3,981.33 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97) REV-1513 EX + (~-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUM~.~ Iva B Dunmire SS~ 177-24-5991 03/22/2003 21-03-0291 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE II. TAXABLE DISTRIBUTIONS ~nclude out~ght spous~ distdb~ions, and t~sfem under S~. 9116(a)(1.2)] Lena Machamer 65 Center Dr. Camp Hill, PA 17011 daughter entire estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 181 AS APPROPRIATEl ON REV 1500 COVER SHEET ~ION-TAXABLE DISTRIBUTIONS: ~,. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0,00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Historical Prices Pag " :[.IOI [,FINANCE Search -Finance Home - Yah.o,, Historical Prices - HSC (HARSCO CORP) As of Ma More Info: Quote I Chart I News I Profile I Research [ SEC [ Messages I Insider ADVERTISEMENT Start: Mar ~i'121 i]2003 1 End: ] ......... ~[ Daily Weekly Monthly Dividends Date Open High Low Close Volume Adj. Close* Mar-24-03 31.25 !31.31 29.70 30.33 146,500 30.33 Mar-21-03 30.41 31.37 30.15 31.36 103,000 31.36 Do~n!oad Spreadsheet Format * adjusted for dividends and splits pleas.e.s~e FAQ. Qu~_s_ti_o._n.s_o r Cgmrne_nLs7 Copyright © 2003 Yahoo! Inc. All rights reserved. E~_r.i~y.?9!i.~y Historical chad data and daily updates provided byC~mmodib/.$yst~ms,...!.oc, (C~!). Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. httn'//fnhl~ f~nnnt-~ xznhc~c~ r'c~m/rl?~=9,P, rh=9 1 ,~ro=9~hO'~,~rrl=9,~r~=gzl,~r£--Ot3D'~,~cr-----rl~re=hep t~/lll t MAY-05-2803 09:20 PNCBANK CIF DEPARTMENT 412 ?05 005? PNCBAN< May 2, 2003 John E. Slike 2109 Market Street Camp Hill, PA 17011 Estate of Iva B. Dunmire, deceased SSN: 177-24-5991 DOD: 3/22/2002 Dear Mr. Slike: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificates of Deposit Account #31300161214 IVA B DUNMIRE DOD balance: $10,000.00 + $4.65 accrued intexest Established 07/14/1999 Account #31900160702 IVA B DUNMIRE DOD balance: $10,000.00 + $4.66 accrued interest Established 07/14/1999 Checking Account Account 05140017376 IVA DUNMIRE DOD balance: $16,340.80 + $3.46 accrued interest Established 07/01/1958 For Brokerage information, please call 1-800-762-6111. INV #24099458 Please note that this office orlly provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not pr#ceos any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or atop by your Ioeal PNC Bank branch office. Sincerely, Rachelle Wells 1-800-762-1775 PT-PFSC-O4-F 500 first Ave. Pittsburgh PA 152 ! Member FDIC TOTAL July 23, 2003 LENA MACHAMER 65 CENTER DRIVE CAMP HILL, PA 17011 RE: Contract Number: A2070188, IVA DUNMIRE Dear Ms. Machamer: Thank you for your recent request regarding the above referenced contract. records indicate the account value on the date of death as follows: Date of Death: MARCH 22, 2003 Account Value: $64,580.71 Our If you have any questions regarding the above please contact an Annuity Service Representative at' 1-800-284-4536. Our staff will gladly help you between the hours of 7:30 a.m. and 5:30 p.m., Central Time, Monday through Thursday and 7:30 a.m. to 5:00 p.m. on Friday. Sincerely Annuity Policy Service Department MetLife Investors USA Insurance Company Ph: 800 284 4536 Please Send All Correspondence To: For Express Mail Only: P.O Box 14593 Des Moines, IA 503063593 4700 Westown Parkway, Suite 200 West Des Moines, IA 50266-6~18 SAIDIS, SHUFF & MASLAND ATI~ORN~YS~AT~LAW 2109 Market Street Camp Hill, PA 21-03-291 LAST WILL AND TESTAMENT OF IVA B. DUNMIRE I, IVA B. DUNMIRE, of Camp Hill, Cumberland County, Pennsyl vania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - Unless I have previously given them to her during my lifetime, I bequeath fifteen (15) pictures and five (5) brass lamps which came from the household of my deceased husband, Harold B. DUnmire, to his daughter, ~Y JANE DUMIRE MCCLAIN, or her issue per stirpes. III - Ail the rest, residue and remainder of my estate of whatever nature and wherever situate I devise and bequeath unto my daughter, LENA MACH/~IER, or her issue per stirpes. IV - I appoint LENA MACHAMER, Executrix of this, my Last Will and Testament. My personal representative shall not be required to post bond in this, or any jurisdiction. SAIDIS, ;HUFF& MASLAND ATrOR~AT*LAW 2109 Market Street Camp Hill, PA IN WITNESS W~EREOF, I have hereunto set my hand and seal on this, the ~ ~ ~ day of >~ ,. . O~f./~/~c-~· '1 9 9 8 ~IVA B. DUNMIRE (SEAL) Signed, sealed, published and declared by IVA B. DL~IRE, Testa- trix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Name Name Addre s s SAIDIS, ;HUFF & MASLAND ATrORNEYS~AT.LAW 2109 Market Street Camp Hill, PA COMMONWEALTH OF PENNSYLVANIA) : COUNTY OF CUMBERLAND ) SS. WE, the undersigned, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. Testatrix WitneSS- Witness Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and sworn to before me by both wit- nesses, this ~/ day of ~7/~ , 1998. Camp Hilt Boro, , ,My Commission Member Pennsvlvani~ SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS .AT-LAW 2109 Market Street Camp Hill, PA 17011 TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF ZNNERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-I~i7 EX AFP (01-a5) JOHN E SLIKE SAIDIS ETAL 2109 MARKET ST CAHP HILL CUT ALONG THZS LINE ~ PA.17011 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN RETAIN LOWER PORTION FOR YOUR RECORDS 10-15-2005 DUNMIRE 05-22-2005 11 05-0191 CUMBERLAND 101 Amount Remitted TVA B HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 DZSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DUNMIRE IVA 8 FILE NO. 21 05-0291 ACN 101 DATE 10-15-2005 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVAT:[ON CONCERN]:NG FUTURE XNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Reel Estate (Schedule A) 2. 3. q. $. 6. 7. 8. ORIGINAL RETURN (1) Stocks end Bonds (Schedule B) (2) Closely Held Stock/Partnership Interest (Schedule C) ($) Hortgages/Notes Receivable (Schedule D) (q) Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) Jointly Owned Property (Schedule F) (6) Transfers (Schedule G) (7) Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Ada. Costs/H/sc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule Z) 11. Total Deductions 12. Net Value of Tax Return 15. 1~. (9) (10) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Sub~ect to Tax .0O 156z572.66 .00 .00 38,,$05.89 .00 64~580.71 3,981.33 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. NOTE: 239,457.26 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ASSESSHENT OF TAX: 15. Amount of Line 1~ et Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line lq e~: Stbling rata 18. Aaount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due tAX CRED:[TS = PAYHENT RECEZPT' UZSCOUNT DATE NUMBER INTEREST/PEN PAID (-) 06-18-2005 CD002706 515.79 08-29-200:5 CD002959 . O0 (16) .00 X O0 = .00 (16) 255,475.95 x 045 = 10,596.42 (17) . O0 x 12 = . O0 (18) .00 x 15 = .00 (19)= 10,596.41 AHOUNT PAZD 9,800.00 Z80.63 reflect figures that include the total of ALL returns assessed to date. TOTAL TAX CREDIT I I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 10,596.42 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) zf an assessment was issued previously, lines 14, 15 and/er 16, 17, 18 and 19 w111 (11) 3. ;)81.33 (lZ) 235,475.93 (13) .00 (1~) 235,475.95 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred in possmssion or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life ar for years, the Comaonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the 1aclu1 Class B (collateral) rate on any such future interest. To fulfill the requirements cf Section ZlqO of the Inheritance and Estate Tax Act, Act 15 of lOgO. (71 P.S. Section 9140). Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed an the reverse side. --Hake check er money order payable to: REGISTER OF NXLLS, AGENT A refund of a tax credit, ehich mas not requested on the Tax Return, say be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13I$). Applications ere available at the Office of the Register of Nills, any of the 25 Revenue District Offices, or by calling the special Iq-hour ensaering service for fores ordering: 1-800-362-2050; services for taxpayers aith special hearing and / or speaking needs: 1-800-q~?-SOZO (TT only}. Any party in interest not satisfied aith the appraisement, alloeenca, or disalloeance of deductions, or assessment of tax (including discount or interest) es shomn on this Notice must object aithin sixty (60) days of receipt of this Notice by: --#ritten protest to the PA Department cf 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. Factual errors discovered on this assessment should be addressed in erittng to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assmsseent Revise Unit, Dept. 180601) Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the dacadant's death, a five percent [51) discount of the tax paid is elloead. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid ba~ora January 18, 1996, tho first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day frae the date of death, to the date of payment. Taxes eh]ch became delinquent before January 1, 1982 bear interest at the rate of six (61) percent par annum calculated at e daily rate of .00016~. All taxes Nhich became delinquent on and after January 1, 1981 mill bear interest at a rate which mill vary frsm calendar year to calendar year mith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 lOX .0005~8 1987 92 .OOOZq7 1999 72 .OOOlgZ 1983 162 .000¢38 1988-1991 llZ .OOOSO1 2000 82 .000219 198~ llZ .000301 1992 9Z .O00Z~? ZOOI 91 .0002~7 1985 13Z .000556 1993-199~ 71 .000192 2001 61 .00016~ 1986 101 .O00Z7~ 1995-1998 91 .0001~7 2005 SZ .000137 --Interest is calculated as folloNs: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) 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. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Iva B. Dunmire Date of Death: March 22, 2003 Will No. 21-03-0291 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 X ; No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ; No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state account informally to the parties in interest? Yes X ; No an d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Sig~ture Na.~: 'John E. Slike, Esquire I.D. No. 06262 SAIDIS, SHUFF, FLOWER & LINDSAY~ 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: Personal Representative X Counsel for Personal Representative