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Home My WebLink About03-0377Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estateof Mary J. Colley also known as Mary Jane Colley , Deceased Alice F. Colley Social Security No. 189- 09- 4531 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE %' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut nan~Xin the last Will of theDecedent, dated 12/22/19'~codicil(s)dated None James R. Colley, decedent's spouse pre-deceased her (date of death 12/5/2002) 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: none 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 (COMPLy- I ~- IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumb er 1 and County, Pennsylvania with his/her last family or principal residence at 146 West South Street, Boro of Carlisle, Carlisle, PA 17013 (list street, number, and municipality) Decedent, then 8 7 years of age, died 04/01/2002at Forest Park Heath Center, PA 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) 7,000.00 situated as follows: 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: I Signature Typed or printed name and residence 7~.~-<~- ~~--~'./~-fr Alice F. Colley /,.~ 146 West South Street, Carlisle, PA 17013 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW- 1 (1991) 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 ~ ~ ~,,,. before me this, I~dayof Alice F. Colley For the Re~ister 0 .o. Estateof Mary J. Colley Deceased Social Security No: 189-09- 453Blate of Death: 04/01/2003 AND NOW, ~%['X~k.k..k, \ ; /:~(.~[.'j~..~ , , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~tamentary (~-~ministration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Alice F. Colley in the above estate and that the instrument(s) dated 12/22/1987 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ /.TL. ~./~ Short Certificate(s) ..... $ ~_.~. (.~ Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( ) .... $ /,~ , (..)(- .~ Attorney: E'obe~t C. Saidis I.D. No: 21458 Saidis, Shuff, Flower & Lindsay Address: 2109 Market St. Codicil ........... $ Camp Hill, PA 17011 JCP Fee .......... $ Telephone: 717/737 - 3405 Inventory .......... $ Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, inc. Form RW-1 (1991) LAST WILL AND TESTAMENT OF ~ARY J. COLLEY I, MARY J. COLLEY, of Carlisle r County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as ~c~nveniently may be done. Further, I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my grave. SECOND I give, devise and bequeath all the rest, residue and ~3~ tlremainder of my estate to my beloved husband, JAMES R COLLEY, absolutely and in fee simple, if he survives me by thirty (30) days· THIRD SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. In the event that my husband, JAMES R. COLLEY, fails to survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate to my daughter, ALICE F. COLLEY. SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. FOURTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his or her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; (b) To invest and reinvest in all forms of property without being confined to legal investments and without regard to the principal of diversification; (c) To exercise any options to subscribe for stocks, bonds, or other investments; (d) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure, of any corporation in which my estate or any trust may hold stocks, bonds or other securities; (e) To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (f) To make settlements and compromises on such terms as my personal representative in his sole discretion - 2 - SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. may deem wise without the necessity of obtaining any court approval thereof; and (g) To make distribution hereunder either in cash or kind, as my personal representative in his discretion may deem wise. FIFTH I do hereby nominate, constitute and appoint my husband, JAMES R. COLLEY, , to act as Executor, of this my Last Will and Testament. Provided, however, that if he is unwilling or unable to act as Executor, I direct the duties of alternate Executrix be performed by my daughter, ALICE F. COLLEY. SIXTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument ~all be required to give bond for the faithful performance of .heir duties in any jurisdiction. IN WITNESS WHEREOF, I, MARY J. COLLEY have hereunto set my hand and seal to this my Last Will and Testament, consisting of three typewritten pages, the first two of which bear my signature in the margin for identification, this ~day of ~ , 1987. Signed, sealed, published and declared by the above-named Testatrix, MARY J. COLLEY, as and for her, Last Will and Testament in the presence of us, who have hereunto subscribed - 3 - our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. ~ ADDRESS SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. SAIDIS & GUIDO 26 W. High Street Carlisle, Pa. COMMONWEALTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND : WE, MARY J. COLLEY, EDWARD E. GUIDO, and RUTH A. GARU~TI, the Testatrix and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free 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 witness and that to the best of their knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Edward E. Guido, Witness RUTH A. GARUTTI, Witness Subscribed, sworn to and acknowledged before me by MARY J. COLLEY, the Testatrix, and subscribed to and sworn or affirmed to before me by EDWARD E. GUIDO and RUTH.A. GARUTFI, witnesses, this~ay of ~~ , 1987. SEAL '/ Not ary/P~b~l ifc KANDI L. LENKER, Notary Publi'd (.~'lisle, Curnbe~land Co., Pa. .k~l, Cea,miss/on £xpirel Feb. 20, 198~ LAST WILL AND TESTAMENT OF MARY J. COLLEY LAW OFFICES SAIDIS & GUIDO P. O. BOX 560 26 W. HIGH STREET CARLISLE, PENNA. 17013 PHONE (717) 243-6222 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Mary J. Colley Date of Death: April 1, 2003 Will No. 21-03-0377 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 the following beneficiary of the above- captioned estate on May 16, 2003. Name Alice F. Colley Address 146 W. South St., Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Robert C. Saidis, Esquire 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: X Personal Representative Counsel for Personal Representative 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 002731 SAIDIS ROBERT C ESQUIR ~. DUPLICATE 26 W HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT ........ fold 101 $87.17 ESTATE INFORMATION: SSN: 189-09-4531 FILE NUMBER: 2103-0377 DECEDENT NAME: COLLEY MARY J DATE OF PAYMENT: 06/24/2003 POSTMARK DATE: 06/23/2003 COUNTY: CUMBERLAND DATE OF DEATH: 04/01/2003 TOTAL AMOUNT PAID: $87.17 REMARKS: ALICE F COLLEY C/O ROBERT SAIDIS ESQUIRE SEAL CHECK# 5535 INITIALS' VZ RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS RE;-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT JUN 3 2003 OFFICIAL USE ONLY FILE NUMBER 21-03-0377 COUNTY CODE YEAR NUMBER CA HP EP CR KO D E C E D E N T R E C A P I T U L A T I O N C O M T I 0 N DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Colley Mary J. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 0~-/~lH/fl~03 I 03/29/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 189-09-4531 REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 1. OdginaIRetum ~247! Supplemental Retumf i~ 3. 4. Umited Estate · ~H~l~r~lt~l~ Compromise (date of death after 12-12- 5. 6. Decedent Died Testate FleoRi/edt Maintained a Living Trust 0 8. (Attach copy of Will) (i~{tl~m~opy of Trust) E~] 9. Litigation Proceeds Received[----~ 10. Spousal Pove.y Credit ~--] 11. ~tli(l~f death between 12-31-91 and 1-1-95) i:':':':'':':':~' :': :~:~:~:~!~D."~'~ '"~':~':~:::"~:~:~::::::::'::~;?::::*:,'~:! '~'~'~::~,~ ~=~:..~.~:~:=~:~=:,.~::~ ..... NAME Robert C. Saidis FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER 717/737- 3405 1Real Estate (Schedule A) (i) 2Stocks and Bonds (Schedule B) (2) 3Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) $Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6Jointly Owned Property (Schedule F) (6) [~eparate Billing Requested 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) 10Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 'rrotal Deductions (total Lines 9 & 10) l~Uet Value of Estate (Line 8 minus Line 11) 13Charitable 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) COMPLETE MAILING ADDRESS 2109 Market St. Camp Hill, PA 17011 ~D~e Nohe None None 11,564.05 None None 9,525.00 None OFFICIAL ~ ONLY (8) 11,564.05 (11) 9,525.00 (12) 2,039.05 (13[ Remainder Return (p%a Federal Estate Tax Return Total Number Of Safe Depo Election to tax under Sec. 9 (Attach Sch O) (14) 2,039.05 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 150,mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 160,mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate 180,mount of Line 14 taxable at collateral rate X .0 0 2,039.05 x .o 45 X ,12 X .15 (lS) 0.00 (16) 91.76 (17) 0.00 (18) 0.00 191'ax Due (19) 91 76 20 ~ ~:'"~ iii~'"':'; .................. ~.-.-,.'---: ...................... , ........ ~ :~, :~:::::: ~ ~ .. ~ ~. :;;~ ;~:~;,:;; ~;.";~. ~:': .~? .......... ,=:...~ ......... ;; ......... ;~;~;~ .~q~: Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00) Dgcedent's Complete Address: STREETADDRESS 146 W. South Street CITY I PA ZIP 17013 Carlisle STATE Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 4.59 Total Credits ( A + B + C ) (2) (1) 91.76 3Jnterest/Penalty if applicable 4.59 D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4Jf 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 5Jf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 87.17 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 87.17 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? 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death~ 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benef c ary designation? IF THE ANSWER T0'AI~ 'OF +HE'ABOVE 'QUE$.i;.10N's' iS ~,Es, [-'] ~ 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 tree, 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 RI~SPONSIBLE FOR FILING RETURN A1 ice F. Col 1 ey SIGNATURE OF PREeARF__~ OTHER TH~[I REPRESENTATiVE Saidis Shuff Flower & Lindsa '~/~' ~;-' 2109 M~rket S~. 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. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev, 6-00) A T B A T E REV-1508 EX .+ (1-97) SCHEDULE E COMMONWEALTH OFPENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Mary J. Colley SS# 189-09-4531 04/01/2003 21-03-0377 Include the proceeds of litigation and the date theproceeds were received by the estate. All property jointly-owned with the right of survivorsh,p must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH Allfirst Bank, checking acct. #0951012349 Allfirst Bank, Certificate of Deposit #87008000082942 accrued interest 6,257.89 5,157.47 148.69 TOTAL (Also enter on line 5, Recapitulation) $ 11,564.05 Copyright (c) 1996 form software only CPSystems, Inc. (If more space is needed, insert additional sheets of the same size) Form REV-1508 EX (Rev. 1-97) REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary J. Colley SS~// 189-09-4531 Debt ITEM NUMBER A. 5. 6. 7. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 04/01/2003 of decedent must be reported on Schedule I. FILE NUMBER 21-03-0377 DESCRIPTION AMOUNT :UNERAL EXPENSES: Funeral Services Funeral Mass (priest, organist, alter boys) ,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 Alice Colle¥ Street Address 146 W. South St. City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent Daughter Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Filing fee inheritance tax return TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) 5,070.00 375.00 500.00 3,500.00 65.00 15.00 $ 9,525.00 Copyright (c) 1996 form software only CPSysterns, Inc. Form REV-1511 EX (Rev. 1-97) REV-1513 EX ,+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF J. NUMBE II. SCHEDULE J BENEFICIARIES Colley SS~/ 189-09-4531 04/01/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DISTRIBUTIONS [include outdght spousal distributions, and tmnsfem under Ss. 9116(a)(1.2)] Alice Colley 146 W. South St. Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) daughter ENTER DOLLAR AMTSo FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU DISTRIBUTIONS: SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE FILENUMBER 21-03-0377 AMOUNTORSHARE OFESTATE ~,ND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHE~-r entire estate AS APPROP ON REV 1500 COVER SHE~- ~ $ 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) allfirst' A Division of M and T Bank Saidis, Shuff, Flower & Lindsay AttorneyS At Law 2109 Market Street Camp Hill, PA 17011 Allfirst Financial Center N~A. P.O. Box 900 F ax (302) 934-2955 May 29, 2003 Re: Estate o_f Marv J. Colle¥ Social Security: 189-09-4531 Date o_f Death: April 1, 2003 Dear Sir or Madam: Per your inquiry dated May 20, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Relationship ChecIa'ng Account Number 095.1012349 Ownership (Names 099 Mary J. Colley, Owner Opening Date 06/17/02 Balance on Date of Death $6,25Z89 Accrued Interest $ 0.00 Total $6,257.89 Type of Account Account Number Ownership (Names of) Opening Date Balance on Date of Death Accrued Interest Certtficate of Deposit 87008000082942 Mary J. Colley, Owner Alice F Colley, Owner 05/04/82 $5,157.47 $ 148.69 Total $5,306.16 This ietter does not include any accounts tn which the deceased may have been listed as Power of Attort~y, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement. For further account information, closures and/or reimbursement of funds refer to below branch: CARLISLE OFFICE 2 WEST HIGH STREET CARLISLE, PA 17013 717-240-6703 Assistant I Cis Services, (302) 934-2909 LAST WILL AND TESTAMENT OF NARY J. COLLEY I, MARY J. COLLEY, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as onveniently may be done. Further, I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a .e marker for my grave. SECOND I give, devise and bequeath all the rest, residue and ~Jremalnder of my estate to my beloved husband, JAMES R. COLLEY, '/ ~abs°lutely and in fee simple, if he survives me by thirty (30) days. THIRD &IDIS & GUIDO W. High Street Carlisle, Pa. In the event that my husband, JAMES R. COLLEY, fails to survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate to my daughter, ALICE F. COLLEY. AIDIS & GUIDO W. High Street Carlisle, Pa. FOURTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his or her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; (b) To invest and reinvest in all forms of property without being confined to legal investments and without regard to the principal of diversification; (c) To exercise any options to subscribe for stocks, bonds, or other investments; (d) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure, of any corporation in which my estate or any trust may hold stocks, bonds or other securities; (e) To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (f) To make settlements and compromises on such terms as my personal representative in his sole discretion - 2 - AIDIS & GUIDO w. High Street Carlisle, Pa. may deem wise without the necessity of obtaining any court approval thereof; and (g) To make distribution hereunder either in cash or kind, as my personal representative in his discretion may deem wise. FIFTH I do hereby nominate, constitute and appoint my husband, JAMES R. COLLEY, , to act as Executor, of this my Last Will and Testament. Provided, however, that if he is unwilling or unable to act as Executor, I direct the duties of alternate Executrix be performed by my daughter, ALICE F. COLLEY. SIXTH I direct that no personal representative, guardian, trustee or other fiduCiary appointed under this instrument "~all be required to give bond for the faithful performance of :heir duties in any jurisdiction. IN WITNESS WHEREOF, I, MARY J. COLLEY have hereunto set my hand and seal to this my Last Will and Testament, consisting of three typewritten pages, the first two of which bear my signature in the margin for identification, this ~¢~day of ~ , 1987. Signed, sealed, published and declared by the above-named Testatrix, MARY J. COLLEY, as and for her, Last Will and Testament in the presence of us, who have hereunto subscribed - 3 - AIDIS & GUIDO .~6 W. High Street Carlisle, Pa. our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. ADDRESS COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : WE, MARY J. COLLEY, EDWARD E. GUIDO, and RUTH A. GARUTTI, the Testatrix and witnesses, respectively whose names are signed to the foregoing or attached, instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free 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 witness and that to the best of their knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. A/DIS & GUIDO 6 W. High Street Carlisle, Pa, Edward E. Guido, Witness RUTH A. GARU'i-i'i', Witness Subscribed, sworn to and acknowledged before me by MARY J. COLLEY, the Testatrix, and subscribed to and sworn or affirmed to before me by EDW~D E. GUIDO and 'R~A. G~I, w~tnesses, this~~ay of ~(~.~,.~7~ , 1987. SEAL ~1-08 -,sqq '03 JUN 24 .,')~] :54 TO: SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS-AT. LAW 2109 Market Street Camp Hill, PA 17011 ~OFWILLS CUMBERLAND COUNTY COURTHOUSE CARLISLE PA 17013 AIDIS & GUIDO 6 W. High Street Carlisle. Pa. COMMONWEALTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND : WE, MARY J. COLLEY, EDWARD E. GUIDO, and RUTH A. GARUTTI, the Testatrix and witnesses, respectivelywhose names are signed to the foregoing or attached instrument, being firs duly sworn, do hereby declare to the undersigned authority tha the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the 'purposes therei] expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that t¢ the best of their knowledge the Testatrix was at the time 18 o2 more years of age, of sound mind and under no constraint or undue influence. Edward E. Guido, Witness RUTH A. GARUT~I, ' Witness Subscribed, sworn to and acknowledged before me by MARY J. COLLEY, the Testatrix, and subscribed to and sworn or affirmed to before me by EDWARD E. GUIDO and -RUTH-A. GARUSTI, witnesses, this~--~.~aY of /.(?~Ll'f''~?L~-~''- , 1987. SEAL '/ Notar~'"PQb~ic KANDI t. [ENK~R, Notary Publi' ¢"~lisle, Cumberland Co.. Pa. O -~'~ £~ission Expires Feb. 20, I~o BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ROBERT C SAIDIS SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17~i~ DATE 08-11-Z003 ESTATE OF COLLEY DATE OF DEATH 04-01-2003 FILE NUHBER 21 03-0377 COUNTY CUMBERLAND ACM 101 I Amoun~ Reai~ed REV-1GIi7 EX ~FP COl-OS) MARY J HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF COLLEY MARY J FILE NO. 21 03-0377 ACM 101 DATE 08-11-2003 TAX RETURN NAS: ( X ) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE Z~I=KEST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1} 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) q. Hor~gages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G} (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11. Tote1 Deductions 12. Net Value of Tax Return 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Nat Value of Estate Sub,eot to Tax 11/564.05 .00 .00 NOTE: To insure proper .00 credit to your account, .00 subait the upper portion .00 of this form with your ~ex payment. .00 (8) 9,525.00 NOTE: 11,564.05 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TAX CREDITS: PAYFIENT DATE 06-23-2003 RECEZP1- FAJHBER CD002751 DISCOUNT ZNTEREST/PEN PAZD (-) 4.59 ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate (15) .00 X O0 = 16. Amount of Line lq taxable at Lineal/Class A rate (16) 2,039.05 X 045 = 17. Amount of Line lq et Sibling rata (17) .00 X 12 = 18. Amount of Line lq taxable et Collateral/Class B rata (18) . O0 X 15 = 19. Principal Tax Due (19)= AMOUNT PAID 87.17 reflect flgures that include the total of ALL returns assessed to date. .00 91.76 .00 .00 91.76 TOTAL TAX CREDIT I 91.76 BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .00 TOTAL DUE I .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) Zf an assessment was issued prev/ously, lines 14, 15 and/or 16, 17, 18 and 19 will .00 (21) 9.525. on (12) 2,039.05 (15) .00 (lq) 2,039.05 RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or anjoyaant to Class B (collatarat) beneficiaries of the decedent after the expiration of any estate for life or far years, the Coaaonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TI P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NZLLSj AGENT A refund of a tax credit, which was not requested on the Tax Return, amy be requested by coaplaUng an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Hills) any of the ZS Revenue District Offices) or by calling the special Z4-haur ansaering service for fores ordering: I-SOO-S6Z-Z05O; services for taxpayers with special hearing and / or speaking needs: 1-800-~q7-30ZO (TT only). Any party in interest not satisfied aith the appraisement) allowance) or disallowance of deductions) or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg) PA 171ZS-lOZI, 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 writing to: PA Department of Revenue, Bureau of Individuat Taxes) ATTN: Post Assessment Review Unit) Dept. gS06Ol, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 af the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the dscedsnt's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assesssdj and not paid before January 18) 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death) to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January 1) 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOS ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rata Factor 198Z ZOZ .0005q8 1987 9Z .O00Z~7 1999 7Z .O0019g 1985 16Z .000~38 1988-1991 llX .O00SO1 ZOO0 8Z .O00Z19 198~ llZ .O00SO1 199Z 9Z .0002q7 ZOO1 9Z .000Z47 1985 1SZ .000556 1993-199q 72 .O0019Z ZOOZ 62 .00016~ 1986 X0Z .O00Z7q 1995-1998 9Z .O00gq7 ZOOS 5Z .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent Nil1 reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen 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: Mary J. Colley Date of Death: April 1, 2003 Will No. 21-03-0377 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 an account informally to the parties in interest? Yes X ; No 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~ached to this report. Date: / ~/~/6k~ Signature / - ~--- Name: Robert C. Saidis, Esquire .::~ I.D. No. 21458 ~; SAIDIS, SHUFF, FLOWER & LINDSAY ! 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: Personal Representative X Counsel for Personal Representative