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Home My WebLink About04-0799 Register of Wills, Cumberland County PETITION FOR GRANT OF LETTERS Estate of Martha W. Crider No~- ~ -' 0q- 7q9 also known as , Deceased Social Security No. 199-20-9675 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors named in the Last Will of the ] Decedent, dated 5/20/1997 and codicil(s) dated n/a Larry F. Crider and Gall L. Crider were named in the Will as Co-Executors. Larry F. Crider ,Gall L. Crider and Janet K. Abreu, children of Decedent, all renounced their right to administer the estate in favor oF Elaine K. Wen.qert and Paul A. Wen,clert, daughter and son-in-law. 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 incapacitated: ] B. Grant of Letters of Administration (c.t.a., d.b,n.c.t.a.: pendenta lite, durante absentia; durante rninodtata) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: J Name Relationship r,o ' (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 100 Mt. Alien Drive, Mechanicsbur,q, Upper Allen Township, Cumberland County, PA 17055 Decedent, then 93 years of age, died Au,clust 19 ,2004 , at Holy Spirit Hospital (if domiciled in PA) AIl personal property ......................................... $ 2501000.00 (if not domiciled in PA) Personal property in Pennsylvania .................... $ Total ..................................................................................................................... $ 250~000.00 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 pdnted name and residence I L~--~,',, ~ ~ ~. b~/-o ~', ,'~. ~, ~; Elaine K. Wen,gert ""~'--¢g~.~: /2. ~g~.~,~,,+~.,¢ Paul A. Wen,gert 10 Holly Drive New Cumberland~ PA 17070 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 and affirmed and subscribed before me this ¢--.~(. ~)J~'"'--'~ day of DECREE OF REGISTER Estate of Ma,ha Cr, er Deceased ,o.¢-I-- also known as Social Security No: 199-20-967~ Date of Death: 8/19/2004 AND NOW, O~ · ,~ ~ ~ , in consideration of the Petition on the reverse side hereon, satisfa~ proof having been presented before me, IT IS DECREED that Le~ers ~ Testamenta~ ~ of Administration (c.t.a., d.b.n,c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to Elaine K. Wen~e~ and Paul A. Wended, Co-Executors in the above estate and that the instrument(s), if any, dated May 20, 1997 described in the Petition be admitted to probate and filed of record as the last Will of Dece~nt] Letters .................................... $ Register o~ Shod Ce~i~cate(s) ............... Renunciation .......................... Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ Affomey Codicil ................................. $ JCP Fee ................................. $ I O · cO Attorney: Linus E. Fenicle Inventow & Tax Forms .............$ I.D. No: 20944 Other ............................... $ Address: 2331 Market Street Camp Hill PA 17011 TOTAL ............ $ Telephone: 717-763-1383 DATE FILED: RW-TA RENUNCIATION Estate of //]l~g['/~I/~ ~I _ ~ ~/ ~EiO.~ NO,~ also known as · Deceased The undersigned, ~ ~[~ & ~R/~. ~AO~T~ 1~ of (Relationship) (~apacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters ~~t~ beissuedto E~IN~ K. ~I~AI~A~ A~ Witne~ ~,r h.~th~ A~ ~of ~F , ~/. ~Z~ ~ ~ ~, (Signature) , . ~ (Address) !~,i C;;~~ (Signature) -- (Add.ss) Sworn to or affirmed and subscribed ~ ~ J ~ before me this ~ day of COMMONWEALTH OF PENNSYLVANIA Nota~ Public ' I ~p~. C~, ~ ~ / My Commission Expires: J 0 ~ I ;~'k~J~., ~ ~ / RW-3 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ,~ P 1:0504392 ~ AUG 20200~ No. ,--'.~("~ Date COMMON~-eAI.TH OF PENNSYLVANIA · DEPAEm~T OF H~Lm - ~AL CERTIFICATE OF D~TH 93 9/18/1910 Lebanon Co,, Cumberland Pennsboro T~. WILL OF MARTHA W. CRIDER :--~ I, MARTHA W. CRIDER, currently of Upper Allen Townsbin county, Penns v eclare this to be m asr Will and Testament here pri by ' '~'~ ~, Y and all or Wills and Codicils made me. ' I. I direct that all my just debts and funeral expenses be paad from the assets of my estate as soon as practicable after my demise. II. I direct that all estate and inheritance taxes that may be assessed in consequence of my death, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof. III. I bequeath unto my husband, Alfred E. Crider, all tangible personal property which I own at my death. IV. All the rest, residue and remainder of my estate, of whatever nature and wherever situate, including property over which I hold a power of appointment, I devise and bequeath unto my husband, Alfred E. Crider. V. In the event that my husband, Alfi'ed, does not survive me, i devise and bequeath my entire estate that would have othelwise passed under Paragraphs III and IV above as follows: A. I bequeath the sum of Five Hundred Dollars ($500) unto each of my grandchildren who survive me. B. The residue of my estate I devise and bequeath equally unto our four (4) chil&-en, namely, Elaine K. Wengert, Janet K. Abreu, Larry F. Crider and Gall L. Crider. If any child predeceases me, his or her share shall pass 31, g -1- (-o . unto his or her issue per stirpes. If said child leaves no issue, said share shall lapse and be added to the shares passing to my other children or their issue per stirpes. VI. In the event that any pordon of my estate passes unto a minor beneficiary, I appoint my son and daughter, Larry F. Crider and Gail L. Crider, as Guardians, or the survivor of them as sole Guardian, of the property of said minor. VII. I appoint my son and daughter, Lany F. Crider and Gail L. Crider, Executors, or the survivor of them as sole Executor, of this my Will. VIII. I direct that no bond be required of my fiduciaries for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, MARTHA W. CRIDER, herewith set my hand to this my Last Will, typewritten on two (2) sheets of paper including the attestation clause and signatures of wimesses, this 20th day of May, 1997. MARTHA W. CRIDER Signed by MARTHA W. CRIDER, by her declared to be her Will in our presence, who have hereunto subscribed our names as wimesses in her presence and at her request, this 20th~_ of ~May, 1997. , /~(~~- -~fl-d~ residingat__~qoq.~ ~c~. -2- COMMONWEALTH OF PENNSYLVANIA COUNTY OF WE, MARTHA W. CRIDER, GERALD J. BR1NSER and O"OL~I~ t_. ~°H~N~, the testatrix and the wimesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her flee and voluntary act for the proposes therein expressed, and that each of the wimesses, in the presence and hearing of the testatrix, signed the Will as witnesses and that to the best of our knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. MAR--THA W. CRIDER WI~;IkIESS Subscribed, sworn or affirmed and acknowledged before me by MARTHA W. CRIDER, the testatrix, GERALD J. BR1NSER and ~'-O t.~"l ~ t_, 8~de~q k~ , witnesses, this 20th day of May, 1997. (SEAL) lq/otary Public ~ -- ,~g.;e'~, 1997 -3- REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com THEODORE A. ADLER + SUSAN H. CONFAIR DAVID W. REAGER TIFFANY M. CARTWRIGHT CHARLES E. ZALESKI PETER R. WILSON LINUS E. FENICLE DEBRA DENISON CANTOR THOMAS O. WILLIAMS +Certified Civil Trial Specialist SUSAN J. SMITH Writer's E-Mail Address: MZercher@ReagerAdlerPC.com November 17, 2004 Register of Wills Cumberland County Courthouse ,~ C 1 Courthouse Square ~¥: ~ Carlisle, PA 17013 ~ ~ RE: Estate of Martha W. Crider ~ File No. 21-2004-799 Our File No. 04-730 ~.: .~ To Whom It May Concern: ~ Enclosed please find check #116 in the amount of$11,200.00 which represents payment of estimated Inheritance Tax due on the above-referenced estate. Please time-stamp the copy of this letter for return with our courier. Thank you for your cooperation in this matter. In the event you have any questions or concerns, please feel free to contact me. Very truly yours, Monica D. Zercher Legal Assistant MDZ/bab Enclosure COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11 96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004646 FENICLE LINUS E ESQ REAGER & ADLER PC 231 MARKET STREET 1265 CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $11,200.00 ESTATE INFORMATION: SSN: 199-20-9675 FiLE NUMBER: 2104-0799 DECEDENT NAME: CRIDER MARTHA W DATE OF PAYMENT: ] 1 / 1 8/2004 POSTMARK DATE: 1 1/1 8/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/19/2004 TOTAL AMOUNT PAID: $11,200.00 REMARKS: CHECK# 116 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Martha W. Crider Date of Death: November 25, 2004 PA File No. 21-04-0799 To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of~e Orphans' Court Rules was served on or mailed to the following beneficiaries of the abov~:?tptioned estate on December 3, 2004 .... c5 Names: Addresses: Lisa Gall Skumpija 70 Victoria Drive Pittsboro, NC 27312 Karin Lynn Beam 407 Old Stage Road Lewisberrv, PA 17339 Jed E. Schipper 1706 South Prospect Redondo Beach, CA 90277 Adam W. Phillips 5334A Castle Rock Farm Road Pittsboro, NC 27312 Giles Crider 5334A Castle Rock Farm Road Pittsboro, NC 27312 Jesse Phillips 5334A Castle Rock Farm Road Pittsboro, NC 27312 Gail Crider 5334A Castle Rock Farm Road Pittsboro, NC 27312 Cassandra Mai Crider c/o Larry Crider 233 San Jose Avenue San Francisco, CA 94110 Larry Crider 233 San Jose Avenue San Francisco, CA 94110 Janet K. Abreu 1706 South Prospect Redondo Beach, CA 90277 Elaine L. Wengert 10 Holly Drive New Cumberland, PA 17070 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A Date: December ~ , 2004 4 ~..~._ David W. Reager, Esquire Reager & Adler, PC 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 FENICLE LINGS E ESQ REAGER & ADLER PC 231 MARKET STREET 1265 CAMP HILL, PA 17011 RE: Estate of CRIDER MARTHA W File Number: 2004-00799 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/06/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, Clerk of the Orphans' Court cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 WENGERT ELAINE L 10 HOLLY DRIVE NEW CUMBERLAND, PA 17070 RE: Estate of CRIDER MARTHA W File Number: 2004-00799 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPH3~NS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/06/2004 Your prompt attention to this matter will be appreciated. Thank You. erel~ /, , /~ GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 WENGERT PAUL A 10 HOLLY DRIVE NEW CUMBERLAND, PA 17070 RE: Estate of CRIDER MARTHA W File Number: 2004-00799 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/06/2004 Your prompt attention to this matter will be appreciated. Thank You. GLENDA FARiNER STP~ASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004825 WENGERT ELAINE L 10 HOLLY DRIVE NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .................. 101 $249.72 ESTATE INFORMATION: SSN: 199-20-9675 FILE NUMBER: 2104-0799 DECEDENT NAME: CRIDER MARTHA W DATE OF PAYMENT: 01/11/2005 POSTMARK DATE: 01/1 1/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/19/2004 TOTAL AMOUNT PAID: $249.72 REMARKS: CHECK//101 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS INVENTORY Estate of Crider, Martha W. No. 21 04 0799 also known as Date of Death 8/19/2004 , Deceased Social Security No. 199209675 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Linus E. Fenicle Paul A. Wengert & Elaine Wengert I.D. Address: 2331 Market Street Dated'~c__~"~,. Camp Hill PA 17011 Telephone: 717-761-1383 Description Value Stocks & Bonds Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Promisso~ Note Lar~ Crider & Tam Nguyen Promisso~ Noto Gall Crider College Loans 13,000.00 Giles Crider Total (Attach Additional Sheets if necessary) 287,842.81 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory Cdder, Martha W. 21 04 0799 Paqe 1 Description of Inventory Description Value Cash, Bank Deposits, & Misc. Personal Property Janney Montgomery Scott 221,187.96 Account #2453-7075 Brethren in Christ Foundation 26,893.64 Account #2300 PNC Bank - Checking Account 8,738.05 Account #5140171357 Safe Deposit Box 324.41 Miscellaneous Coins (Inventory attached as Exhibit A) Safe Deposit Box 250.00 Black Opal ring & stone ring (Inventory attached as Exhibit A) Real Estate Subtotal $ 257,394.06 Grand Total $ 287,842.81 500 REV-1 PENNSYLVANIA INHERITANCE TAX RETURN DEPT. 280601 ,,,,.~,~,~.,A,,~-o~0~ RESIDENT DECEDENT DECEDENT'S NAME (~ST, FIRST, AND MIDDLE iNITIAL SOCIAL SECURI~ NUMBER 1 9 9-2 0-9 6 7 5 Crider, MaAha W. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE W~H THE REGISTER OF WILLS 08/19/2004 09/18/1910 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (~ST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURI~ NUMBER ~ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (da~ofdea~prior~ 12-13-82) ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of deam a~r 12-12-82) ~ 5. Federal Estate Tax Return Required ~ 6. Decedent Died Tes~te (A~chcopyofWill) ~ 7. Decedent Maintained a Living Trust (AffachcopyofTrust) 8. To~l Number of Safe Deposit Boxes ~ 9. Litiga~on Proceeds Received ~ 10. Spousal Pove~ Credit (date of d,a~ ~een 12-31-91 and 1-1-95) ~ 1 1. Ele~ion to ~x under Sec. 9113(A) (~ch Sch O) THIS SECTION MUST BE cOMPLETED. ALL CORRESPONDENCE AND coNFiDENtIAL T~ INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Linus E. Fenicle 2331 Market Street FIRM NAME (If Applicable) Reager & Adler, PC TELEPHONE NUMBER 717-761-1383 Camp Hill PA 17011 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) N 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Co~oration, Pa~nemhip or Sole-Propdetomhip (3) 4. Mo~gages & Notes Revivable (Schedule D) (4) 30,448.7 5. Cash, Bank Deposi~ & Mis~llaneous Pemonal Prope~ (5) 257,394.06: (Schedule E) 6. Jointly Owned Prope~ (Schedule F) (6) ~ Separate Billing Requested 7. Inter-Vivos Tmnsfem & Mismllaneous Non-Probate Prope~ (7) (Schedule G or L) 287~842.81 8. To~I Gross Assets (to~l Lines 1-7) (8) 14~988.00 9. Funeral Expenses & Administrative Cos~ (Schedule H) (9) 10. Deb~ of De,dent, Modgage Liabilities, & Liens (Schedule I) (10) 5,972.08 11. Total Dedu~ions (total Lines 9 & 10) (11) 20,960.08 12. Net Value of Estate (Line 8 minus Line 11) (12) 266,882.73 13. Chad~ble and Governmen~l Bequests/Sec 9113 Trus~ for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 266~882.73 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE ~TES 15. Amount of Line 14 ~xable at the spousal ~x rate, or ~ansfers under Sec. 9116 (a)(1.2) X ~ (15) 266 882 73 045 [2,009.72 16. Amount of Line 14 ~xable at lineal rate ~ ' X ' (16) 17. Amount of Line 14 taxable at sibling rate X .12 (17) 18. Amount of Line 14 taxable at ~llateral rate X .15 (18) 19. Tax Due (19) [2,009.72 20. ~ > > BE SURE TO ANaL QUESTIONS ON REVERSE SIDE AND RECHECK MATH Decedent's Complete Address: STREET ADDRESS 100 Mt. Allen Drive I STATE I ZiP CITY Mechanicsburg I PA I 17055 Tax Payments and Credits: :[ 2,009.72 1. Tax Due(Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 11,200.00 C. Discount 560.00 Total Credits (A + B + C) (2) 11,760.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 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) 11,760.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 249.7 2 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate 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. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS 10 Hoily DriVe , I~l,ew Cumberland PA 17070 ADDRESS 2331 Market Street Camp Hill PA 17011 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1507 EX + (1-97) ~ SCHEDULE D MORTGAGES & NOTES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Crider, Martha W. 21 04 0799 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Promissory Note 8,956.44 Larry Crider & Tam Nguyen 2. Promissory Note 8,492.31 Gall Crider 3. College Loans 13,000.00 Giles Crider TOTAL (Also enter on line 4, Recapitulation) $ 30,448.75 (If more sDac. e is needed, insed ~ddition~l .~heet.~ of the same size~ REV-1508 EX + (1-97) ~ SCHEDULE E COMMONVVEA'T"~OFPENNS~'V^N'^ CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ~;rid~r, Martha W. 21 04 0799 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sun~ivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Janney Montgomery Scott 221,187.9(; Account #2453-7075 2. Brethren in Christ Foundation 26,893.64 Account #2300 3. PNC Bank - Checking Account 8,738.05 Account #5140171357 4. Safe Deposit Box 324.41 Miscellaneous Coins (Inventory attached as Exhibit A) 5. Safe Deposit Box 250.00 Black Opal ring & stone ring (inventory attached as Exhibit A) TOTAL (Also enter on line 5, Recapitulation) $ 257,394.06 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) ~ SCHEDULE E OOMMON~VE^'TH~OF PENNSYLV^,'^ CASH, BANK DEPOSITS, & MISC. ,N,ER,T^NCET^×"ETU"N PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER (;;rider. Martha W. 21 04 0799 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Janney Montgomery Scott 221,187.9u Account #2453-7075 2. Brethren in Christ Foundation 26,893.64 Account #2300 3. PNC Bank - Checking Account 8,738.05 Account #5140171357 4. Safe Deposit Box 324.41 Miscellaneous Coins 5. Safe Deposit Box 250.00 Black Opal ring & stone ring TOTAL (Also enter on line 5, Recapitulation) $ 257,394.06 (If more space is needed, insert additional sheets of the same size) REV-1515EX + (1-97) SCHEDULE H COMMONWEALTH~OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF :ILE NUMBER Crider, Marth~ W. 21 04 0799 Bebts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Cocklin Funeral Home, 30 North Chestnut Street, Dillsburg, PA 17019 6,964.32 2. Funeral Luncheon at Messiah Village 350.00 3. Travel/Boarding expenses for family members 4,684.69 B. ADMINISTRATIVE COSTS: 1. 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: 2. Attorney Fees Reager & Adler, PC 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 306.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Advertisement Fees (Cumberland Law Journal & The Sentinel) 182.99 TOTAL (Also enter on line 9, Recapitulation) $ 14,988.00 (If more space is needed, insert additional sheets of the same size) .EV-,.,2EX+,,-", ~ SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Crider, Martha W. 21 04 0799 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Phar Merica 91.38 940 Messiah Village Commons, PO Box 2015 Mechanicsburg, PA 17055 2. Alert Pharmacy Services, Inc. 158.64 219 North Baltimore Avenue Mt. Holly Springs, PA 17065 3. Messiah Village 5,681.49 100 Mt. Allen Drive Mechanicsburg, PA 17055 4. Verizon 40.57 TOTAL (Also enter on line 10, Recapitulation) $ 5,972.08 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g.nm SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER (;:rider. Martha W. 21 04 0799 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Bo Not List Trustee{s) OF ESTATE [. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. Elaine K. Wenged Daughter 25% 10 Holly Drive New Cumberland, PA 17070 2. Gall Crider Daughter 25% 5334-A Castle Rock Farm Road Pittsboro, NC 27312 3. Janet K. Abreu Daughter 25% 1706 South Prospect Redondo Beach, CA 90277 4. Larry Crider Son 25% 233 San Jose Avenue San Francisco, CA 94110 5. Lisa Gall Skumpija Granddaughter 500.00 70 Victoria Drive Pittsboro, NC 27312 6. Karin Lynn Beam Granddaughter 500.00 407 Old Stage Road Lewisberry, PA 17339 7. Jed E. Schipper Grandson 500.00 1706 South Prospect Redondo Beach, CA 90277 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) SCHEDULE J Beneficiaries (Cont.) Name & Address Relationship Amount of Share 8. Adam W. Phillips Grandson $500.00 5334-A Castle Rock Farm Road Pittsboro, NC 27312 9. Giles Crider Grandson $500.00 5334-A Castle Rock Farm Road Pittsboro, NC 27312 10. Jesse Phillips Grandson $500.00 5334-A Castle Rock Farm Road Pittsboro, NC 27312 11. Cassandra Mai Crider Granddaughter $500.00 233 San Jose Avenue San Francisco, CA 94110 EXHIBIT A SAFE DF. POSIT BOX INVENTORY INSTRUCTIONS , - (1) Cash: Re'pod total only. (2) Stocks; List fn detail every common or preferred certificate, warrant or other righte found in box. Stocks are to be designated by nm~e of company, cedificate number, date of ce~lificate, name in which sfock is registered, and number of shares and class of stock. (9) Oblidation~ of U,S. Government: Number of items, date 0f issue, face value, names in which registered and lype of ownerSl~ip, i.e, jointly held, payable on death, etc. {4) Bo~d~t Designate by name, ~,mount, sepal number, or oilier designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of deposit~, number 0f ~ok, last date appearing in book, name of bank and branch, and balance. (6) Jewels, Coln~, Stsmp~, Manuscripts, otc: List and describe as fully as posslble. (T) Deeds, Mo~age~, Current Insurance Policies or olher evidences of indebtedness: List and describe as ful~ as possible. (8) All other contents. ~ ITEM DESCR~ON NO. i cER.rlFY Ui~;D~.R PENALTY OF oERJU ~.¥ ~ HA'." 'rile At~OVl': RECORD I~. ] PERSO[~ RECEIVING COPY OF SAFE DEPO~OX INVI:NTORY: CORF{ECT AND ~KtPLETE TO THE ~OF t~Y K~4OWLEOE;E AND ~ELIEF- ~~--~ A , } Attach ~ddltlon~l 8W' x 11' sheet(~) If nGc~ or u~e duplicat~ of tl~i~ page of form. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PD BDX Z806Dl HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LINUS E FENICLE REAGER & ADLER 2331 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-28-2005 CRIDER 08-19-2004 21 04-0799 CUMBERLAND 101 *' REV-1547 EX AFP (03-05) MARTHA W Allount Rellitted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ I!V-~~,.yt.~.m~'U!1.Wc1n'1!t.W.U4IftAW~M!'t.m.lmlTftJlnf~.ycr.w~M!'t.ftW'.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CRIDER MARTHA W FILE NO. 21 04-0799 ACN 101 DATE 03-28-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank DepositslHisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 30,448.75 257.394.06 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 14,988.00 5.972 . 08 (11) (12) (13) (14) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. AIIount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CR DITS: NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 287,842.81 20.960 08 266,882.73 .00 266,882.73 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .OOX 00 = 266,882.73 X Oj5 = .00xI25~ .00 X 15:,k~') '-:"-,,:t (19):fq DATE 11-18-2004 01-11-2005 03-21-2005 NUMBER " CD004646 CD004825 REFUND + INTEREST/PEN PAID (-) 589.47 .00 .00 AMOUNT PAID 11,200.00 249.72: " 29.41::' TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ',,', .00 a'l, 009. 7Z: --, ';"'i ....-.., '", ..,;00:, ;::'~,:~ -/1 ,; On: 12,009~72 \........,J (...0 , ,"" ",.]1 12,009.72 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) _ ~ '*- _._-_._-_..."._._----_._--_.~ "~rlf\r'~",:-r-' BUREAU OF INDIVlDUALid:.\ixnCU INHERITANCE TAX DIVISION PO lOX 2&1601 HARRISIURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE J:NHERJ:TANCE TAX STATEMENT OF ACCOUNT *' , REY-16D7 EX AFP (03-05) !!o<:;3 n~v DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-04-2005 CRIDER 08-19-2004 21 04-0799 CUMBERLAND 101 "-unt _ltted M~RTHA 1 t W LINUS E EtilfcLE REASER a ADLER 2331 MARKET ST CAMP HILL Ii PA 17011 MAKE CHECK PAYABLE AND REMIT PAY"ENT TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 i NOTE: To insure proper credit to your account, ~lt the upper portion of this fo~ with your ~.x ~t. CUT ALONS THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS'" . ................................................................................................................ REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... , ESTATE OF CRIDER MARTHA W FILE NO.21 04-0799 ACN 101 DATE .4-04-2005 THIS STATEnENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE MANED ESTATE. S BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHEHTS, THE CURRENT BALANCE, AND, IF APP, lCABLE, A PROUECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-28-2005 I PRINCIPAL TAX DUE: i 12,009.72 PAYMENTS (TAX CREDITS): ~ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-18-2004 CD004646 589.47 11,200.00 01-11-2005 CD004825 .00 249.72 03-21-2005 REFUND .00 29.47- I , , , i i , I TOTAL TAX CREDIT 121,009.72 BALANCE OF TAX DUE t .00 INTEREST AND PEN. t .00 I .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE i SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN fl, HO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDlr' ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIONS. ) Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Martha W. Crider Date of Death: 8-19-04 2004-00799 Estate 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 r::I No 0 2. Ift11e ans~vver is l'Jc, state '~Then 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 E:l No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: Date: 7!1tJ/;j c. Did the personal representative state an account informallv to the parties in interest? Yes ~ No 0 ** Receipts and Releases provided to all beneficiaries. c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk 0 Orphans' ourt and may be attached to this report. ~ Signature Linus E. Fenicle Name REAGER & ADLER, PC 2331 Market Street, Camp Hill. PA 17011 Address (717) 763-1383 Telephone No. .' ~ Capacity: 0 Personal Representative ~ Counsel for personal representative , \ \ !. i \ ~ 1; - c../' Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 FENICLE LINUS EUGENE 2331 MARKET STREET CMVjP HILL, PA 17011-4642 RE: Estate of CRIDER MARTHA W File Number: 2004-00799 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 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 lS due by: 8/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, c,~ .1L- f _ _(J L~~;J--,ljt!~1G Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \">- '< Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 WENGERT ELAINE L 10 HOLLY DRIVE NEW CUMBERLAND, PA 17070 RE: Estate of CRIDER MARTHA W File Number: 2004-00799 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 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: 8/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /L-" I) (~d~.(, /~;.<v"".. /~/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 WENGERT PAUL A 10 HOLLY DRIVE NEW CUMBERLAND, PA 17070 RE: Estate of CRIDER MARTHA W File Number: 2004-00799 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 8/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, V' "~.r~N" lJ L7tf/!~dyJ j~/~->I'(...; , / ~lpnn2 R~~nA~ Sr~~ch~'~h - -- --- ...... ..........I-..l. _...... .........................AJ"-"."-A':::l.1. Clerk of the Orphans' Court cc: File Counsel '\).<; \ .