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Home My WebLink About04-0765 PETITION FOR PROBATE & GRANT OF LETTERS a/so known as To: Register of Wills for the , deceased. County of Cumber/and Social Security No. 159-01-9492 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who are 18 years of age or older and the Co-Executors named in the Last Will of the above decedent dated July t 3, 2004 , and codicils dated none . The Executor named none died . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1019 Sadter Drive, Carlisle, Pennsylvania Decedent, then 87 years of age, died July 23 ,2004, at Carlisle Reqional Medical Center . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $90,000.00 (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: WHEREFORE, Petitioners respectfully requests the probate of the Last Will and .C_gdicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): Colleen E. Bonnet 1019 Sadler Drive Carlisle, PA 17103 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA : ; 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 of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed~and subs?bed before me this l ~, day of Colleen E. Bonner Auqust , 2004. No. 21-04- Estate of WARREN E. BONNER , deceased. DECREE OF PROI~ATE & GRANT OF LETTERS AND NOW, Auqust i ~ , 2004, 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 July 13, 2004 described therein be admitted to probate and filed of record as the Last Will of Warren E. Bonner .; and Letters Testamentary are hereby granted to Colleen E. Bonner Register of Wills 'N~ l/~/~ ~ IRWIN & McKNIGHT FEES ~-'O1/'~ ~ .o-~6¢¢_.,,,~ Probate, Letters, Etc ........ $ 200.00 Roqer B/ Irwii~, Esquire (06282) Shod Cedificates(-.~- ~ ) .... $ 3.00 ATTOR 'Er'~JJp. Cl. I.D. No.) Renunciation(s) ........... $ JCP .................... $ 10.00 60 West Pomfret St., Carlisle, PA 17013 Other Wiil Paqes (-2-) .... $. 6.00 ADDRESS TOTAL: .... $ 219.00 Filed ~ OC' 717-249-2353 PHONE CERTIFICATE OF DEATH Warren E. Bonnet . Make ,. 159 --01 --9492 ,3u~y 23,2004 Cumberland CarlisZe Car~istc R~gionat M~dica~ C~nt~r ~ ~ ,~. 7/24/2004 a,~o~nger Crtmatory ~l. Ho~fySprings,PA17065 * ..... '~ .... ~'~" [I~011589L i~rr ar. ~cmu~i~ge~H.~r~matoryMt. Ho~tySprr~gs,PA~7065 LAST WILL AND TESTAMENT I, WARREN E. BONNER, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executrix to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate as follo~vs: a. $10,000.00 to my daughter, PAMELA HOWERTER, and if she is not living at the time of my death, to her children, share and share alike; b. $10,000.00 to my daughter, L1NDA C. GOODHART, and if she is not living at the time of my death, to her natural children, share and share alike; and c. All the rest, residue and remainder to my wife, COLL~N E. BONNER. 4. I nominate and appoint COLLEEN E. BONNER to be the Executrix of this my Last Will and Testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint my daughter, LINDA C. GOODHART, as substitute Executrix, also to serve as such without bond, with the same powers as are given herein to my Executrix. 5. I hereby suggest that my personal representative retain the services of Irwin & McKnight as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this '~ - day of July, 2004. (SEAL) WARREN E. BONNER Signed, sealed, published and declared by WARREN E. BONNER, the above-named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. ACKNOWLEDGMENT AND AFFIDA I/IT WE, WARREN E. BONNER, KAREN S. NOEL and SHARON L. SCHWALM, the Testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament, that he had signed willingly, that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the ~vitnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of their knowledge the Testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. wARREN E. BONNieR irdA-I~,EN g. ~6EL ' SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by WARREN E. BONNER, the Testator herein, and subscribed and sworn to before me by KAREN S. NOEL and SHARON L. SCHWALM, witnesses, this l]~ dayofJuly, 2004. , Notaq Public # Notarial Seal Roger B fry*in, Notaw Public Carlisle gore CumberIand County I My Commission Expires Oct 3, 2004 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: WARREN E. BONNER Date of Death: July 23, 2004 Estate No.: 21-04-0765 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 18, 2004. Name Address Colleen E. Bonner 1019 Sadler Drive, Carlisle, PA 17013 Pamela A. Howerter 33 William Penn Dr., Apt 10, Creston Apts. Camp Hill, PA 17011 Linda G. Goodhart 670 Old Quaker Rd., Etters, PA 17319 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none . Date: 08-18-04Signature(/~ ~ IRWIN &XM~KNIGHT ~ Name Roger B. Irwin, Esquire · ~i!}: o_ ~:~ : Address 60 West Pomfret Street . '-' Carlisle, PA 17013 '~:~ ' :~:~ ':~ Telephone ~717) 249-2353 Capacity: ~ Personal Representative X Counsel for Personal Representative CQMMONWEAETH OF PENNSYLVANIA DEPARTMEN¥ OF REVENUE REV l 162 EX(11 96) BUREAU CF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 17128 0601 PENNSYLVANIA RFCEIVED FROM: INHERITANCE AND E~TATE TAX OFFICIAL RECEIPT NO. CD 004517 DONNER COLLEEN E 1019 SADLER DRIVE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $855.00 ESTATE INFORMATION: SSN: 159 01-9492 F!LE NUMBER: 2104-0765 DECEDENT NAME: DONNER WARREN E DATE OF PAYMENT: 10/20/2004 POSTMARK DATE: 10/20/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/23/2004 TOTAL AMOUNT PAID: $855.00 REMARKS: C E DONNER CHECK//951 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS inventory, of the real and persona! estate of deceased 1. 6.181.167 shares Van Kampen U.S. Mortgage Fund - Fund/Account Number: 85,238 29 40/197703 TOTAL ........................... 85,238 29 COU,~ T'! O~ ¢I;F.~LAND Colleen E. Bonner ~!v " ' ........... cf ~'~ ~n~a~e o~ Warren E. Bonner of _Carlisle Borough ~ f October, 2004. ~ ~_ Colleen E. Bo~ner~ Not~ialSeal J Carlisle, PA 17013 ~cn S. Noel Not~ ~bl~ C~lis ~ Boro, Cure'rind C~n~' I My Co.fission Expi~s D~. ~, 2007 ~ o~ C~h ~_ 23 07 2004 J~STRUCT~ONS OFFIC~AL USE ONLY REV sooE×+ 6 0o) REV-1500 COM ON ,E*LT, OFPE"NSYLVANIA INHERITANCE TAX RETURN FILENUMBER DETARTMENTOFREVENUE RESIDENT DECEDENT 21-04-0765 DEPT 680601 HARRISBURG. PA ]7126-0601 COUNTYCODE YEAR NUMBER DECEDENTS NAME (LAST F~RS/.ANDMIDDLEINITIAL) SOCIAL SECURITY NUMBER D E DONNER WARREN E. 159-01-9492 C DATE OF DEATH (MM - DP-YEAR) DATE OF BIRTH iMM -DB-YEAB) THIS RETURN MUST BE TILED IN DUPLICATE WITH THE E D 07/23/2004 03/18/1917 REGISTER OF WILLS E <IFAPPLICABLE) SURVlVINGSPOUSESNAME(LAST FIRST. AND MIDDLEINITIAL/ SOCIAL SECURITYNUMBER N T DONNER, COLLEEN E. ~1 ~4;Z' Return ~ 3 Remande Return · Origina] Return Supplemental ~rior ~o 12- 13-82, CA P B 4, Limited Estate . Futurelnte estOomprom[se,',daeofdea hal e 2 2 821 5. Federal Estate Tax Return Required HpRL p I O 6. Decedent Died Testate Decedent Maintained a Living Trust 8, TotaJ Number of Safe Dep(]!;Jt Boxes ¢EmAc E ;q T K (Attach copy of Will) (Attach copy of Trust! "YES [] 9. L[tigation Proceeds Received E~lO. SpousalPovertyCredit [] 11. Election to ta× under Sec 9113iA; (date of death between12-31-91and 1-1 95) (Attach Sch O) TH~S SECT~~N MUST BE C~MPLETED~ ALL ~~RRESP~NDENCE & ~~NF~DENT~AL TAX ~NF~RMAT~~N SH~ULD BE ~~RECT~D T~: NAME COMPLETE MAILING ADDRESS C 6 Roger B. Irwin Esq 60 West Pomfret Street D~ FIRMNAME(IfApplicablel West Pomfret Professional Bldg. i ~ IRWIN & McY, LNIC[~Tt' Carlisle, PA 17013 S T TELEPHONE NUMBER 717/249-2353 1. Real Estate (Schedule A (1) None OFFICIAL USE ONLY Z. Stocks and Bonds (Schedule B) (2) 85,238.29 3. Closely Held Corporation Partnership or (3) None Sole Proprietorship --' 4. Mortgages & Notes Receivable (Schedule D) (4) None R 5, Cash, Bank Deposits & Miscellaneous Personal Property (5) None E (Schedule E) C A 6, Jointly Owned Property (Schedule F) (6) None P I [] Separate Bil[in9 Requested T U 7. In[er Vivos Transfers & Miscellaneous Non-Probate Property (7) None L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) 8~, 2 38.29 O 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9,913.52 N 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) (10) None 11. Total Deductions (total Lines 9 & 10) (11) 9 ~ 913.52 1~. Net Value of Estate (Line 8 minus Line 11) (12) 75,324.77 13. Charitable and Governmental Bequests/Sec 91 ~3 Trusts for which an election [o tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 75,32/~ . 77 C O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M P 15. Amount of Line 14 taxable at the spousal tax T U A T rate, or transfers under Sec 9116(a)(1.2) 55,324.77 X .0 0 (15) 0.00 X ~" 16. Amount of Line 14 taxable at lineal rate 20 , 000.00 X .0 /4-5 (16) 900.00 I 17. Amount of Line 14 taxable at sibling rate X 12 (17) 0.00 O N 18. Amount of Line 14 taxable at collateral rate X 15 (10) 0.00 19. Tax Due (19) 900. > > BE SURE TO ANSWER ALL QUESTiONs ON REVERSE SIDE AND TO RECHECK MATH < < Copyright (c) 2000 form sc~ftware only T he Lackner Group, Inc. Form RE~/- 1500 EX i Rev 6 00, Decedent's Complete Address: STREETADDRESS 1019 SADLER DRIVE C~TY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 900 2. Credits/Payments A, Spousal Poverty Credit B, Prior Payments C. Discount 45.00 TotalCredits(A+B+C) (2) 45.00 3, Interest/PenaRy if applicable D. interest E. Penalty Total Interest/Penarty ( D + E ) (3) 0.00 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) 0.00 5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 855.00 A. Enter the interest on the tax due (SA) 0.00 B. Enter the total of Line 5 + SA. This ts the BALANCE DUE. (SB) 855.00 Make Check Payable to: REGISTER OF WILLS, AGENT 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 shatl 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, annuib/, or other non probate property which contains a beneficia y des gnation? 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 pena es of perjury, ] decJare that I have examined this return, including accompanying scheduJes and statements and to the best of my knowledge and belief [t is true correct and complete Decraration of preparer other than the personal representative is based On air information of which preparer has any knowledge, SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN COLLEEN E. BOt~,fER DATE /~I ~ ~-,-.'~ 1019 SADLER DRIVE . SIGNATUREOFPREPAREROTC4~RTHAN~EPR~'¢¢~TATiVE IRWIN & McKNIGH~ DATE -].¢~, ~ ~--Z._ 60 West Pomfret Street Carlisle, PA 17013 For dates of deat~ o~ or after July 1, 1994 and before January 995 he ax rate imposed on the net value of transfers to or or the us surviving spouse is 37° r72 P,S. 9116 (a) (1.1) (i)] . e of the 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 survwing 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 paren~ an adoptive parent, or a stepparent of the child is 0% [72 PS 9 6 (a)(f 2 ] The tax rate imposed on the net varue 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 [72P$ 9 6(~)(1] The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 PS 9116(a)(1 3)] A sibling is defined, under Section 9102 as an individual who has at least one parent in common with the decedent, whether by blood or adoption SCHEDULE B COMMONWEALTHOFPENNSYLVANIA STOCKS & BONDS RES[DENT DECEDENT I ESTATE OF FILE NUMBER WARREN E. BONNER SS¢/~ 159-01-9492 07/23/2004 21-04-0765 All property jointly-owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM DESCRIPTION UNIT VALUE NUMBER OF DEATH 1 6,181.167 shares Van Kampen U.S. Mortgage Fur~d - 13.79 85,238.29 Fund/Account Number: 40/197703 TOTAL (Also enter on line 2. Recapitulation) 85,238.29 (if more space is needed, insert additional sheets of the same size) REV 1511 EX+ il-97) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER WARREN E. BONNER SSCt~ 159-01-9492 07/23/2004 21 04 0765 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Hollinger Funeral Home & Crematory, Inc. 913,52 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name ot Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representahve(s) Street Address City State__ Zip Year(s) Commission Paid: 2. Attorneys Fees IRWIN & McKNIGHT 5,000.00 3. Family Exemption: (If decedent's address is not the same as claimants, attach explanation) 3 , 500. Claimant Colleen E. Bonnet $treetAddress 1019 Sadler Drive City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent Spouse 4. Probate Fees Register of Wills 225.00 S. Accountant's Fees 6. Tax Return Preparer's Fees 250 . 00 7. Other Administrative Costs 1 Register of Wills - Filing Fee 25.00 TOTAL (Also enter on line 9 Recapitulation) $ 9,913.52 (If more space is needed, insert additional sheets of the same size) Copyright(c) 1996formsoftwareonlyCPSystems.[nc Form RE¥-1511 EX(Rev 1 97. REV 1513 EX + 19-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WARREN E. DONNER SS~ 159-01-9492 07/23/2004 21 04 0765 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NLJMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE D ISTR~BLJTION S [include outright spousal distributions and transfers under Sec. 9116(a)(1 2)! 1 Colleen E. Bonnet Spouse Reinainder 1019 Sadler Drive Carlisle, PA 17013 2 Linda G. Ooodhart Daughter 10,000.00 670 Old Quaker Road Etters, PA 17319 3 Pamela A. Howerter DaughTer 10,000.00 33 William Penn Drive Apt. 10, Creston Apts. Camp Hill, PA 17011 ENTER DOLLARAMTS FOR DISTRIBUTIONS SHOWN ABOVE ONLN 15 THRU 18 AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSALD]STRIBUTIONS 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) Copyriq ht c) 2000 form software only T he Lackner Group, Inc Form RE~-1 ,~13 EX Rev 9 00! LAST }fTLL AND TESTAMENT I, WARREN E. BONNER, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. [ direct my Executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executrix to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to g/ye good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate as fbllows: a. $I0,000.00 to my daughter, PAMELA HOWERTER, and if she is not living at the time of my death, to her children, share and share alike; b. $10,000.00 to my daughter, L1NDA C. GOODHART, and if she is not living at the time of my death, to her natural children, share and share alike; and c. All the rest, residue and remainder to my wife, COLLEEN E. BON~'ER. 4. I nominate and appoint COLLEEN E. BONNER to be the Executrix of this my Last Will and Testament; she is to serve as such without bond. Should she die befbre my death, renounce or refase to serv'e for any reason, or die leaving any of my estate unadministered, I nominate and appoint my daughter, LINDA C. GOODHART, as substitute Executrix, also to serve as such without bond, with the same powers as are given herein to my Executrix. 5. I hereby suggest that my personal representative retain the services of Irwin & McKnight as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this '?~'- day of Jul3,', 2004. " . ...... ~' (SEAL) WARREN E. BONNER Signed, sealed, published and declared by WARREN E. BONNER, the above-named Testator, as and for his Last Will and Testament, in thc presence of us, who, at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. Ct;. ,/ ACKNOWLEDGMENT AND AFFIDA I TT WE, WARREN E. BONNER, I~L~REN S. NOEL and SHARON L. SCHWALM, the Testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament, that he had signed willingly, that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the ~vitnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of their knowledge the Testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. WARREN E. BONNE/R "KAREN ,~. NOEL ' SHARON L. SCHWALM COMMONXVEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by WARREN E. BONNER, the Testator herein, and subscribed and sworn to betbre me by KAREN S. NOEL and SHARON L. SCHWALM, witnesses, this /], dayofJuly, 2004. ~Notart Public VAN KAMPEN INVESTMENTS Confirmation Statement & Check WARRI~N E BONNI']R 1019 SA1 )LEI.I l)RIVE CARI.ISLF. 1DA 17013-4276 News June 30, 2004 ~ Fiuancial ~ Advisor i~ Access Your Accouut ~1~ OntheWeb Sneed Georfle A WY31 FIRST CLEARING LLC WACHOVIA SECURITIES [NC 3 LEMOYNE DR LEMOYNE PA 17043-1231 (800) 847-2424 Page I l)/ 2 Put your money back to work tbr you: Reinvest m the next [80 days and pity no sales charge! When you redeem shares fi-ora most Van Kampen non-retirement accounts, you can reinvest all or any portion into the same Van Kampen fund and accotmt without paying an additional sales charge. Comact your hnancial advisor to take advantage of this opponunity. Account Activi_ty Confirmation US MORTGAGE Fund-A Fund/Account Number 40/197703 Beginning Value as el 1/2/2004 $86,907.21 12/30/2003 No n-Taxalfle Ca sh Dividend $456 79 $0.00 0 800 01/30/2084 Income Div Cash $370.81 $O0O 0 000 02/27/2004 Income Div Cash $370 90 $0 00 8 000 03/31/2004 Incnme [}iv Cash $370 80 $O.O0 O OOO 04/30/20[34 Incmm2 Biv Cash $34920 $0 00 00O0 05/28/2004 income Div Cash $349 31 $0 00 0 060 6,181.167 fi,lB1 167 6,181167 6,181167 6,181 167 fi,181 ltl7 This is the only confimx d~at you will be rccci,ang [,)r this transaction. Please retain dtis statement [or your rccorUs. Hollin er Funeral t-Iorne & Crematory., Inc. Eri;: 1, ~i~qlin~!~r Super~is~r October 18, 2004 Warren E. Bonnet 1019 Sadler Drive Carlisle, PA 17013 The Funeral Service for Warren E. Bonner We sincerely appreciate the confidence you have placed in us and xvill continue to assist you in every way we can. Please feel free to ~ontact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF Fl IE SERVICES. EACILITIES, AU I-OMOI'IVE EQUIPMENT. AND MERCI IANDISE DIAl- YOU SELECTED ~ lIEN MAKING TIlE FUNEIL-\L ARRANGEMENTS. Cash Advances Cemeter5' Charges ........................ 275 0II Newspaper Notice ........................ 123.52 Vault Service Fcc ........................ 295.(I0 Memorial Folders. Register Book ................... 125.00 Engraving Stone ........................ 95.00 TOTAL CAStl ADVANCES AND SPECIAL CHARGES ........ 913.52 Total 913.52 Total Cost .......................... History t09/02/2004 Payment in Full Ck # 2654 ................. 4913.52 TOTAl, AMOUNT DUE ................ 0.00 BUREAU OF INDIVIDUAL TAXES /NHER/TANCE TAX DTVTSTON PO BOX 280601 HARRTSBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DISALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ROGER B IRWIN ESQ IRWIN 8 HCKNIGHT 60 W POHFRET ST CAB1}ISLE ~.-~ REV-164? EX AFP (09-Fi) DATE 12-20-2004 ESTATE OF BONNER WARREN E DATE OF DEATH 07-25-2004 FILE NUMBER 21 04-0765 COUNTY CUMBERLAND ACN 101 ADoun~ ReDi~ed PA 17015 HAKE CHECK PAYABLE AND REMIT PAYMENT TO= REGISTER OF WILLS CUMBERLAND CO COURT HOUSE ~:~ r-- ~__r.~.?: CARLISLE, PA 17015 ~.i~ONG.__[HZ~: ~' RETAZN LOWER PORTZON FOR YOUR RECORDS d ~(:~ ~ O~ DISALLOWANCE OF DEBUCTZONS AND ASSESSMENT OF TAX E~¥ATE O~F~BONNER (~ WARREN E FILE NO. Z1 0~-0765 ACN 101 DATE 1Z-20-Z00~ TAX RETURN NAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE /NTEREST - SEE REVERSE ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a*e (Schedule A) (1) 2. S~ocks end Bonds (Schedule B) (2) 5. Closely Held S~ock/Per~nership In*eras~ (Schedule C) ($) ~. Not'gages/No,es Receivable (Schedule D) (~) E. Cash/Bank Depos1*s/H1sc. Personal Proper*y (Schedule E) (5) 6. Jointly O,ned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To*el Asse*s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdD. Cos*s/MAsc. Expenses (Schedule H) (9) 10. Dab*s/Hot,gage Liab111*1es/Liens (Schedule I) (10) 11. To*al Deduc*ions 12. Ne~ Value of Tax Ra~urn .00 85/258.29 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credi~ ~o your account, subDi~ ~he upper por~lon of ~hJs ford w/~h your ~ex payDen~. 85,258.29 9,915.52 .00 (11) 9.9];~. ~2 (12) 75,$Z4.77 15. 1~. NOTE: Chari~able/GovernDen~al Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 Net Value of Es~a~e Subjec~ *o Tax (lq) 75,524.77 Zf an assessment ,as Sssued prevlously, 1Shes 1~, 15 and/or 16, 17, 18 and 19 XF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. D/SCOUNT (+) INTEREST/PEN PAID (-) 45. O0 TAX CREDITS: PAYHENT / RECETPI DATE NUHBER 10-20-2004 CD004517 ASSESSMENT OF TAX: 15. ADoun* of Line lfi a~ Spousal ra~e (15) 16. Amoun~ of L/ne lq *exable a~ Lineal/Class A ra~e (16) 17. ADOUn~ of L/ne lfi e~ SibX/ng ra~e (17) 18. ADOUn~ of Line lfi ~axeble a* Colla*erel/Class B ra~e (18) 19. Principal Tax Due 55,324.77 x O0 : .00 20,000.00 x 045= 900.00 .00 x 12 = . O0 · 00 x 15 = . O0 (19)= 900.00 AMOUNT PAID 855.00 TOTAL TAX CREDZT ] 900.00 BALANCE OF TAX DUEl .00 INTEREST AND PEN. .00 TOTAL DUE .O0 ( XF TOTAL DUE XS LESS THAN $1, NO PAYHENT XS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~--- reflect figures that include the total of ALL returns assessed to date. STATUS REPORT UNDER RULE 6.12 WARREN E. BONNER Name of Decedent: Date of Death: JUNE 23. 2004 No. 21-04-0765 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: Date: ~:~ ~~ L,LJ C_J 1:i",:- ,._.,.~ i c.) { c'-, L.'. c:! Es C) LU U.:: 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 X No 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. o 1I20/20(j" '3,~ Signature tf) C'J C') IRWIN & Mc IGHT Roger B. Irwin. Esquire Name (please type or priot) 60 West Pomfret Street Address Carlisle. PA 17013 City, State, Zip (717) 249-2353 Telephooe Number ~- 0: J-.-- r:',:- [J..' ' C,u,;-- ~S.r:;:: ~l~E~ u~=;- Ce.. 00:" U N -<.-,. ""'~- ~ ~ c:) C::::J c-.., Personal Representative X Counsel for Personal Representative Capacity: vA