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Home My WebLink About03-0443Estate of Stephen Hermans Jr. PETITION FOR PROBATE and No. also known as / , Deceased. Social Security No. 192-20-8754 To: GRANT OF LETTERS Register of Wills for the County of O,mherland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last wilt of the above decedent, dated October 25. 2000 and codicil(s) dated in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.} Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 626 S. Pitt Streets Carlisle, Cumberland Pennsylvania, 11013 (list street, number and muncipality) Decendent, then 73 years of age, died April 2, 2003 .,x~. at Carlisle, Cm,,berland County, Pennsylvania, ~.?b--i~ ' 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: Decendent 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 $ (Il' not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 15,000.00 County WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) 3-5 426 S. Pitt Street Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cnmherland ; 88 lhe petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(~0 of the above decedent petitioner(s) will well/ t /7 -and truly administe.r thet/,, - ~-est'ate according to law. Sworn to or affirmed and subscribed ~-~&~..,.,~.e_,~t-/ bef-~u'c me tills 29th day of [ Cornelia Herman NO. 21-2003-443 Estate of STEPHEN HERMAN JR, ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW May 29th 2003 ~ , 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 October 25, 2000 described therein be admitted to probate and filed of record as the last will of and Letters Testamentary Cornelia Herman are hereby granted to FEES Probate, Letters, Etc .......... $ 90.00 Short Certificates{8 ) .......... $ 24.00 ~~xxx. x~Pagos. 6 $ 6.00 JCP $10.00 TOTAL __ $ 90.00 Filed .M..ay..2.9.t..h, .2.0.03 ................... Call attorney on 5/29/03 ATTORNEY (Sup. Ct. I.D. No.) William A. Duncan, Esquire ID ~ 22080 ADDRESS 11rvine Row, Carlisle, PA 717-269-7780 PHONE 17013 his is to certify, that the infbrmation here given is correctly copied fi'om an original certificate of death duly fi'led with me as Local Registrar. The original certificate will be forwarded to thc State Vital Records Ofrice £or permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9190792 No. APR 4 2003 Date HlOS.:~Aqmv. z17 COMMONWEALTH OF PENNSYLVANIA ,. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH i" Stephen Herman, Jr. , M , 1-2 -- ' ~E(t.,,=-?.~..) Iu.o~.,Yt.~ I ~.O~R,O~, , o~m~. ' a~.-'--- I' J' Y -- 20 -- 8754 [~. ~2/2003 , '"1 I ~ 1.12/19/1929 ~"'~" I ~.~.~'~,,, ,,,Pl~t ~q~r ,,,. Sprint Tel~ne . ',. ,,. 1~'~ P'*'~" ~rried ,,. ~elia Fole~ 426 S. Pitt Str. ,~ ,t ~rlisle, PA 17013 '~ ,~.~ ~rl~d ~ ,~,.~~ ~rlisle ,,. St~h~ He~, Sr. ,.. ~ ~brick ~. ~efla He~ I~'* [~426 S. Pitt Str.; ~rlisle, PA 17013 SI,,. ~8/2003 '[,,;n~t~ Gap Nat. ~.'[,,, ~non ~ty, PA ~'-~~~ ~~~ J~, FD 012633 L I~ino Brothers ~eral H ' :::~::~.~.~ ~=.~,.m~,~.,,~,__ ..... a ~, ~llsle, PA 17013 ~.., I~. I I I ~, -- ~'~ ~~ I ~ I,~%~:; I ....... ~' I'~ .... ~' I~'~~. I'~"' I~ ~ ~- ~1 I I ~ ~'~~l ' I~' ~ ]~. A ...... . .......... 21-2003-443 LAST WILL & TESTAMENT OF STEPHEN HERMAN, JR., of 426 S. Pitt Street, 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 any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon at~er my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in accord with my expressed wishes. THIRD. 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. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my wife, CORNELIA HERMAN, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said tangible personal property unto my children, Timothy Herman, Michael Herman and Anna Mae Herman, in equal shares, per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my wife, CORNELIA HERMAN, provided she survives me by thirty days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said real estate unto my children, Timothy Herman, Michael Herman and Anna Mae Herman, in equal shares, per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my wife, CORNELIA HERMAN, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate unto my children, Timothy Herman, Michael Herman and Anna Mae Herman, in equal shares, per stirpes. SEVENTH. I direct that any and aH Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my wife, CORNELIA HERMAN as Executrix of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of CORNELIA HERMAN, I nominate, constitute and at~r~oint Timothv Herman as Executor of this mv Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with her duties, as such, in any jurisdiction in which she may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages thisL~'- day of October, 2000. Signed, sealed published and declared by the above named Testator Stephen Herman, Jr., as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEAL TH OF PENNSYLVANIA : :SS. COUNTY OF CUMBERLAND : I, Stephen Herman, Jr., Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. . Sworn or affirmed to and /~ acknowledged before me, by ~ r NOTARIAL SEAL Stephen Herman, Jr., thisJ3 C~a._.y I Cynthia L. Oarr, Notary Public of October, 2000. ' "~ /South Middleton Twp., County of Cu~m.b;~);~4d ~l~at~y Public r~ ~ ~ COMMONWEAL TH OF PENNSYLVANIA COUNTY OF CUMBERLAND :SS. We, b3,,I-&w-, ~_~L~r~¢a ~. and ~q__~0(E%~,Aa-~ 44. the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Stephen Herman, Jr., sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. . . A ~t-. /1 /h Sworn or affirmed to and subscribed before me by ~__~oe~r~?ytj~c~ }4. ~~, ~tnesses, t~s~y of Oc[ober,~ N~ Public NOTARIAL SEAL Cynthia L. Darr, Notary Public South Middleton Twp., County o! Cumberland My Commission Expires Aug. 14, 2004 '03 ll/~Y 29 P 1:34 CERTIFICATION OF NOTICE UNDER RULE §.6(a) Name of Decedent: Date of Death: Will No. 2103-00443 STEP~KN HERMAN, JR. APRIL 2, 2003 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to the following beneficiaries of the above-captioned estate on June 9, 2003 Name Address Cornelia Herman 426 S. Pitt Street, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a} except none Date: Nle William A. Duncan Address 1 Irvine Row, Carlisle, PA 17013 Telephone(71~ 249-7780 Capacity=. Personal Representative x . Counsel for personal representative EV-15OO EX + (6-00) Z Z Z COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE rNITIAL REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 3 0 4 4 3 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 1 9 2-2 0-8 7 5 4 Herman, Stephen Jr. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 04/02/2003 12/19/1929 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Herman, Cornelia [] 1. Original Return r--] 4. Limited Estate ]6. Decedent Died Testate (Attach copy of Will) [~]9. Litigation Proceeds Received [~2. Supplemental Retum r'-~ 4a. Futura Interast Compromise (date of death a~te~ 12-12-82) E~7. Decedent Maintained a Living Trust (Attach copy of Trust) r"'] 10. Spousal Poverty Credit (dat, of death between 12-31-91 and 1-1-95) SOCIAL SECURITY NUMBER '-']3. Remainder Return (date of death prior to 12-13-82) O5. Federal Estate Tax Retum Requirad __ 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (A~ach Sch O) I- Z uJ C~ Z 0 uJ 0 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME William A. Duncan, Esquire FiRM NAME (If Applicable) Duncan & Hartman, P.C. TELEPHONE NUMBER (717) 249-7780 COMPLETE MAILING ADDRESS Duncan & Hartman, P.C. One Irvine Row Carlisle PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Propdetership {3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Properb/(Schedule F) (6) r~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 5,650.00 OFFICIAL USE ONLY (8) 5,650.00 9,805.00 (11) 9,805.00 -4,155.00 (12) (13) (14) -4,155. O0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19, Tax Due X __ (15) x .045 (16) X .12 (17) X .15 (18) (191 0.00 0.00 Decedent's Complete Address: STREET ADDRESS 426 South Pitt Street Carlisle ISTATE PA CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) ZIP 17013 Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) Make Check Payab/e to: REGI$%'ER OF WILLS, AG£NI' PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 0.00 0.00 Under penalties of perjury, I declare that I have examined this return, including accornpanying 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 representalive is based ~ all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING R,E~TURN ADDRESS ~ Cornelia Herman, Executrix 426 South I~/itt~tre~t, (~L~rlisle SIGNATURE OF PREPAF~ER OTJa~R THAN~EPRE~ENT~ITIVE ADDRESS William A. Duncan, Esquire Duncan & Hartman, P.C., One Irvine Row, Carlisle PA 17013 D~,T~/ PA 17013 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)]. REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Herman. Stephen ,Ir. FILE NUMBER 2~1 03 Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointiy-ovmed with Hght of sur;ivomhip must be disclosed on Schedule F. 0443 ITEM NUMBER 1. VALUE AT DATE DESCRIPTION OF DEATH 1997 Ford Taurus Sedan. VIN 1FALP52U9VA223490. 4,650.00 1995 Tag-a-long trailer. VIN 4L8EP0710RC950044. TOTAL (Also enter on line 5, Recapitulation) $ 1,000.00 5,650.00 REV-1511EX + (1-g7) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Herman. Stephen Jr. Debts of decedent must be reported on Schedule I. FILE NUMBER 21 03 0443 ITEM NUMBER DESCRIPTION FUNERAL EXPENSES: Ewing Brothers Funeral Home, professional services ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: AttomeyFees Duncan & Hartman, P.C. Family Exemption: (If decedenfs address is not t~e same as claimant's, attach explanation) Claimant Cornelia Herman Zip Street Address 426 South Pitt Street City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent spouse Probate Fees filing fee Accountant's Fees Tax Return Preparer's Fees TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 5,715.00 500.00 3,500.00 90.00 9~805.00 REV-1513 EX + (g.nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Herman. Stephen Jr. NUMBER I. 1. 1. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outfight spousal distributions, and transfers under Sec. 9116 (a)(1.2)] Cornelia Herman 426 South Pitt Street Carlisle, PA 17013 FILE NUMBER 21 03 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Spouse 0443 AMOUNT OR SHARE OF ESTATE 100 percent ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART l! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If mnrR ~n~c~ i~ nc~d¢~cl inked ~drtitinn~l ~hP~Rf~ nf thR ~mp ~iTRI LAST WILL & TESTAMENT OF STEPHEN HERMAN, JR., of 426 S. Pitt Street, 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 any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in accord with my expressed wishes. THIRD. 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. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my wife, CORNELIA HERMAN, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said tangible personal property unto my children, Timothy Herman, Michael Herman and Anna Mae Herman, in equal shares, per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my wife, CORNELIA HERMAN, provided she survives me by thirty days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all said real estate unto my children, Timothy Herman, Michael Herman and Anna Mae Herman, in equal shares, per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my wife, CORNELIA HERMAN, provided she survives me by thirty (30) days. In the event she fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate unto my children, Timothy Herman, Michael Herman and Anna Mae Herman, in equal shares, per stirpes. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my wife, CORNELIA HERMAN as Executrix of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of CORNELIA HERMAN, I nominate_ constitute and at~t~oint Timothy Herman as Executor of this mv Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with her duties, as such, in any jurisdiction in which she may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages thisLb~ day of October, 2000. Signed, sealed published and declared by the above named Testator Stephen Herman, Jr., as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : SS. I, Stephen Herman, Jr., Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ^ . Sworn or affirmed to and acknowledged before me, by .;~ , ,,-.,-^~,,a~ eva- Stephen Herman, Jr, this '25 gay I ,-~u.,~,~ ...... L ,~; , I Cynthia L Dart, Notary Public October,. 2000.~, -=) "~ I South Middleton Twp., County of Cumberland of ,/}, /.,. a~ Public COMMONWEAL Ttt OF PENNSYLVANIA : :SS. COUNTY OF CUMBERLAND : We,~,.5,,l,-cx. rc, O~ "~___.~L, ra(' a ~. and ~_~_.O ~_,v\ ~.O,,Co_.~ k,[ . iL~')..I)La thewitnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Stephen Herman, Jr., sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~/~ ~~'-~ Sworn or affirmed to and s~bscribed befo. r.e me by (...C~kX_~r~ '1~ .!.~Nt~cr~ C.~ ~ ~and ~0 ~. ~.~c~. ~. ~..,e~v~, witnesses, N?}~ Public NOTARIAL SEAL Cynthia L. Darr, Notary Public South Middleton Twp., County of Cumberland My Commission Expires Aug. 14, 2004 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~,",f',r/.',r'~r\ BUREAU OF INDIVIDu,f"':.ltAlIes'.'; INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-06Dl 'OU"'l'i= rtF Ii! j 1\).... '.' NOTICE OF INHERITANCE TAX ! S APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE . OF DEDUCTIONS AND ASSESS"ENT OF TAX zoo~ JtJl 2li f\';\ 8: \ 8 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-25-2005 HERMAN JR 04-02-2003 21 03-0443 CUMBERLAND 101 CiJR\\ Di' ORF~~~t,>l,I~".,,_ ('1/-' WILLIAM lCiDIJ1NCANESQ' DUNCAN & HARTMAN 1 IRVINE ROW CARLISLE PA 17013 *' REW-15~7 EX AFP (12-0~l STEPHEN Allount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:rAW.ix..A~,r.r81.:6'~'..NiS;"'icE.1:i'F-iNHEi.ifAN.cE.'rAX.A.PPRA.isiir€NT~..A[LoWANCE.oii.._..._.__..._..- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HERMAN JR STEPHEN FILE NO. 21 03-0443 ACN 101 DATE 01-25-2005 TAX RETURN WAS: I X I ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule 8) 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers [Schedule G) 8. Total Assets III 121 131 141 151 161 171 .00 .00 .00 .00 5.650.00 .00 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts [Schedule J) 14. Net Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: IS. A.ount of Line 14 at Spousal rate (lS) 16. Amount of Line 14 taxable at Line.1/Cless A rete (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due (91 1101 9,805.00 NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax paYllent. 5,650.00 9.8n~ nn 4,155.00- .00 4,155.00- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 .00 .00 .00 .00 TAX CREDITS: ".~.u , to, A"OUNT PAID DATE NU"BER INTEREST/PEN PAID I-I TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .00 1111 1121 1131 1141 .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = 1191= . IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I ~~~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2005 DUNCAN WILLIAM A 1 IRVINE ROW CARLISLE, PA 17013 RE: Estate of HERMAN STEPHEN JR File Number: 2003-00443 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/02/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, .&~~~ GLENDA FARNER STRASB~G; REGISTER OF WILLS cc: File Personal Representative(s) Judge rf STATUS REPORT UNDER RULE 6.12 Name of Decedent: Steohen Herman. Jr. Date of Death: 4/2/2006 Will No. 21-03-0443 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. account with the Court? Did the personal representative file a final 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 Orph s' Court and may be attached \.n. Date: ? c~ Signature William A. Duncan. Esauire Name (Please type or print) One Irvine Row Carlisle PA 17013 Address ( 717 ) 249- 7700 Tel. No . Capacity : Personal Representative X Counsel for personal representative C .1!_ vd