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Home My WebLink About03-0533 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of 1,1ICBAEI. D. W~IT.~T.~.I~ No. also known as To: Register of Wills for the Deceased. County of CIII~.RI.A~ in the Social Security No. 508-78-4289 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl__Ae, a~ for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumhorl And County, Pennsylvania, with his last family or principal residence at 25 NottSngham Dr'~va.. gq ] vor .qprq nE T~ap: . (list street, number and municipality) Decendent, then 46 years of age, died June 21 .,~I~. 2003 at 25 Nottingham Drive, Mechanicsburg, PA ' Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $35,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner after a proper search ha ~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Francis M. Whisler spouse 25 Nottinghmm Drqvo ~, Valerie Whisler daughter(minor) Mechan~ csburg; PA 17055 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~ ~., Whisler ~ ~ 25 Nottingham Drive ~= Mechanicsburg. PA 17055 ~ 717-795-1049 go OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF C.~mn.A~m 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 above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~.'~,/~..~z~:..oo before me this ~D~-_¥~ . day of ~C~ % {~7 ~ Re~lster.~ ~ Estate of mCR^V.T.D. Wi~Tfll.V.~ , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW J, unam .~\xt \ 19 2003., in consideration of the petition on the reverse side hereof, satisfactory proof h}tving been presented before me, IT IS DECREED that Francis _ Whisler is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Francis Whisler in the estate of Michael D. Whisler ',,O cKNIGHT & HUGHES ~r.win,~s ~ . FEES I q. (06z82) Letters of Administration ..... $70.00 ~T~F_ ~RNEY (Sup. Ct. I.D. No.) Short Certificates(2 ) .......... $--6..-00------ Renunciation ................ $ 60. W. Pom'~-~et Street, Carlisle, PA 17013 .~ap $10_ 00 ADDRESS TOTAL $ 86.00 Filed . .--}.-. J....'7. .......... A.D. ~I~ 200~. 717-249-2353 ~.._~~ PHONE ,805 RFV 9~86 ~?s s t~ cart:tv tqat t:~e mformauon here given ~s correctly copied from an original certificate of death duly filed with me as [ ~,cal Registrar. The original certificate will be forWarded to the State Vital Records Office for permanent ~iing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 9331018 No. ~ Date R~ ~,~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ,, VITAL RECORDS CERTIFICATE OF DEATH Case #29-054 (Coroner) Michael D Wh~sler ,. Male ~. 508 78 4289 ,. June 21, 2003 46 v. 3~ ll, 1957 Storm Lake,Iowa Cumberland Silver Spring 25 Nottingham Drive '~.,.~,~c~.. ~s~-,,,~ ~hite Manufacturinc ~.,~ No~ '(~) 1('"~s+) Francis M Cruz 25 No~ingham Drive J~ES,OE.C~ ,~..s,.. ,. Mechanicsburg, Pennsylvania 1705~;~;~ F~HER'$ NAME (F~m, M~, Lea} 17b. ~um~ Cumberland ~1 ,Id.~ *""~ .~ ,md. of Val Dean ~isler J,. Arhs June Jessen e~") Francis ~isler J2~ g ' e Mecnan csburg, Pa. 17050 Jun 23, 2003 *,~ Conolite Crematory .,. Schaefferslown, Pa 17088 FD-012662-L g=.. Myers Funera Home. nc 37 East Main Street Mechanicsbur9 Pa 1~055 ~,,,.,,,.,~,.~ . Probable Hyocardtal Infarction OUEm(~ASAC~SEOUENC~~~ ~ -- ~ ....~ ~ ...... ~;q~"""yY~'"':~"""' ~.., Atherosclerotlc Cardlovascular Disease ~ / ..... ~ ~ .._ r~ I ~ ~ I~ ~ ~,.~,~ L~/3~ J~ ~ J.~ J ~ ~ .~c[m NaU~Y-~ ' ~' ~ ......... N~ Mechantcsburg, Pa. 17050 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MICHAEL D. WHISLER Date of Death: JUNE 21, 2003 Estate No.: 21-03-0533 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 24, 2003 . Name Address Francis & Valerie Whisler 25 Nottingham Drive, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. .~7 Signature ~_ IRWIN, McKNIGHT & HUGHES tF~ Name Roger B. Irwin, Esquire ~ Address 60 West Pomfret Street : :' ~:,i Carlisle, PA 17013 -~_,~i ~ Telephone (717) 249-2353 Capacity: ~ Personal Representative X Counsel for Personal Representative IN THE COURT OF COMMON PLEAS, CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ) ) Register's # 21-03-533 MICHAEL D WHISLER Deceased) CLAIM To the Clerk of the Orphans' Court Division : Index and make proper entry in your official records of the claim of CITIBANK (SOUTH DAKOTA) NA in the amount of 17~530.38 against the estate of the above-named decedent. This claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532 (b) (2) The said decedent, whose last known residence was at 25 NOTTINGHg~ DR MI~.CI-~NICSBURGt PA 17050 Written notice of this claim was given to FRANCIS WHISLER 25 NOT,.,~. NGHA~. DR MECHJ~IICSBURG, PA 17050 on August 18~ 2003 (Claimant) .<..~ SHAWN HARMER, MANAGER of CiticorpCredit < Services, Inc. USA under limited power of attorney for CITIB,~IK (SOUTH DAKOTA) 7930 NW 110T" ST KANSAS CITY~ MO 64153 (Claimant' s Address) Account #(s) 5424180547883287, 5410654396269315 07/21/03 $8180.49 $194.07 SITE:KC-CL TM:CO-5000 ACID:KCB3010 ~ii~i ~i~i ~~ii 08/06/03 04:01:43: P.O. BOX 8118 MICHAEL D WHISLER S HACKENSACK, NJ 25 NOTTINGHAM DR 07606-8118 MECHANICSSURG PA 17050-2647000 For Customer Service, call or write 1-800-967-8500 Account Number Te repart MI~ mmv, mite BOX 6500 5424 1805 4788 3287 ~.~c~m~ SIOUX FALLS, SD eaa loo Cash adva~e Limit Available C.h Limit New Balance $0 $4400 $0 $8180.49 Amount O.r ~rc~Adv Credit Line Past Due M1nl~m Due Mlnl~m A~unt Due $0.00 + $0.00 + $194.07 = $194.07 Sab Data P~t ~te ~e~rence Number Activlt? Since Last St~ment A~nt Pay~nts, Credits & Ad~ust~nts 6/05 42076459 PAYMENT THANK YOU -235.72 70 0000 0000 Purch/Adv Thru 05/27/Z003 6/26 PURCHASES*FINANCE CHARGE*PERIODIC RATE 189.07 84 0000 0000000000 Account Summary Previous (+) Purchases (-) Payments (+) FINANCE (=) New Balance & Advances & Credits CHARGE Balance PURCHASES $8,227.14 ~0.00 $235.72 $189.07 $8,180.49 ADVANCES $0.00 T0.00 $0.00 $0.00 $0.00 TOTAL $8,227.14 $0.00 $235.72 $189.07 $8,180.49 Days This BIIIIn~ Perlod: 30 Rate Summary Balance Subject to Periodic Nominal ANNUAL Finance Charcje Rate APR PERCENTAGE RATE PURCHASES Standard Purch $0.00 0.05477%(D) 19.990% Purch/Adv 19.990% thru 05/27/2003 $8,145.83 0.07737%(D) 28.240% ADVANCES 28.240% Standard Adv $0.00 0.05477%(D) ].9.990% 19.990% SEND PAYMENTS TO: 998 PLEASE REFER TO THE REVERSE SIDE OF THE ORIGINAL STATEMENT FOR PAYMENT INFORMATION. Maka ch~ck or morm¥ orclar payable in U.S. dollars on a U.S. bank to CItl Cards. Include account number on ctmck or money ordar. NO cash plaasa. 07/21/03 $9787.32 $253.36 SITE:KC-CL TM:CO-5000 ACID:KCB30~O ~~i ~~ili ~~ 08/06/03 04:01:43: P.O. BOX 8116 MICHAEL D WHISLER S HACKENSACK, NJ 25 NOTTINGHAM DR 07606-8116 MECHANICSBURG PA 17050-2647000 Citi' Gold Card 1- 800- 950- 5118F°r Cust°mer Servlce' call °r write Account Number TorepmtUlamle~ram. mll~ 80X 6062 5410 6543 9626 9315 t~s~S~r.~¢-,#ne~t SIOUX FALLS, SD Payment must ~e recefvea Dy 1:00 pm local tfme on 07/21/2003 mm~eyom~ 57117 Statement/Closi~ Date Total Credit Li~ Availab~ Credit Li~ Cash Adva~e Limit Available C~h Limit New Balance 06/24/2003 $10000 $0 $6100 $0 $9787.32 Amount O~r ~rc~Adv Credit Line Past Due Mini~m Due MInl~m A~unt Due $0.00 + $0.00 + $253.36 = $253.36 SabP~te PostDate ReferenceNum,er Payments,ACtlvltySinceLaststa~mentcredits & Adjustments A~nt 6/05 42310113 PAYMENT THANK YOU -223 44 70 0000 0000 ' Standard Purch 6/21 6/2~ ~28WP500 CS *0NLZNE SERVICE 060 800-848-8990 VA 2~.95 61 A4816US 3286 78432863172 6/24 PURCHASES*FINANCE CHARGE*PER[0DZC RATE .05 84 0000 0000000000 Purch/Adv Thru 05/22/2003 6/24 PURCHASES*FINANCE CHARGE*PER[OD[C RATE 248.31 84 0000 0000000000 Account Summary Previous (+) Purchases (-) Payments (+) FINANCE (=) New Balance & Advances & Credits CHARGE Balance PURCHASES $9,740.45 $21.95 $ 223.44 $248.36 $9,787.32 ADVANCES $0. O0 $0. O0 $0. O0 $0. O0 $0. O0 TOTAL $9,740.45 $21.95 $223.44 $ 248.36 $9,787.32 Days This BIIIInc~ Period: 33 Rate Summary Balance Subject to Periodic Nominal ANNUAL Finance Charcje Rate APR PERCENTAGE RATE PURCHASES Standard Purch $2.66 0.05477%(D) 19.990% Purch/Adv 19. 990% thru 05/22/2003 $9 725 58 0.07737%(D) 28.240% ADVANCES ' ' 28.240% Standard Adv $0.00 0.05477%(D) 19.990% 19.990% SEND PAYMENTS TO: PLEASE REFER TO THE REVERSE SIDE OF THE ORIGINAL STATEMENT FOR PAYMENT [NFORYATION. Make check or mormy order payable in U.S. dollars on a U.S. bank to Cltl Cards. Include account number on check or money order. No cash please. OFFICIAL USE ONLY REV-,500 (6-0oi REV-- 1 500 OOMMONWEALTHOFPENNSYLVAN,A INHERITANCE TAX RETURNFILE NUMBER DEPARTMENT OF REVENUE DEPT. 28060, RESIDENT DECEDENT 21- 03- 0533 HARRISBURG, PA 17128-O601 i COUNTY CODE YEAR NUMBER D DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER E Whisler Michael D. C 508-78-4289 DATE OF DEATH (MM-DO-YEAR) J DATE OF BIRTH (MM-DO-YEAR) E THIS RETURN MUST BE FILED IN DUPUCATE WITH THE D 06/21/2003 E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T Whisler, Francis M. ~ 1. Original Return ~ 24i Supplemental Return [=.~ 3. Remainder Return prior to 1~._ 13_8,,) (date of death C A P B 4. Limited Estate Future interest Compromise (date of death after 1Z- 12-8;)) H P R L ' 5. Federal Estate Tax Return Required E P I O {~. Decedent Died Testate Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes cRAC K O T K (Attach copy of Will) (Attach copy of Trust) ES ~'~ 9. Litigatlon Proceeds Received ~-~10. SpousalPovertTCredit [~ 11. Election to tax under Sec. 9113(A) (date of death between 12-31-91 and 1-1-95) (Attach Sch O) NAME COMPLETE MAILING ADDRESS C g Roger B. Irwin Esq. 60 West Pomfret Street F,RM,AME(,fApp,c.b,e) R West Pomfret Professional Bldg. E ~ IRWIN & McKNIGHT Carlisle PA 17013 S T TELEPHONE NUMBER 717/249-2353 1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY Z. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or (3) None Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) None ER $. Cash, Bank Deposits & Miscellaneous Personal Property {5) 3 2,03 7.27 C (Schedule E) A 6. Jointly Owned Property (Schedule F) (6) None P I ~ Separate Billing'Requested T U 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) ' ~ (8) 32,037.27 O 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9,500.19 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 69,284.. 58 11. Total Deductions (total Lines 9 & 10) (11) 78,784.77 12. Net Value of Estate (Line 8 minus Line 11 ) (12) (4.6,74,7.50) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) C 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) (46,74,7.50) O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T UP 15. Amount of Line 14 taxable at the spousal tax A X I rate, or transfers under Sec. 9116(a)(1.2) (4.6,7/*7.50) X .0 0 (lB) 0.00 16. Amount of Line 14 taxable at lineal rate X .0 4-5 (16} 0 00 T 17. Amount of Line 14 taxable at sibling rate ' O X .12 (17) O. O0 N 18. Amount of Line 14 taxable at collateral rate X .15 (18) O. 00 19. Tax Due (19)~'''' O. 00 ..... ............... .............. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 25 Nottingham Drive CITY ] STATE ZIP Mechanicsbur~ I PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) (:~) 0.00 3. InteresVPenalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) O. O0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter th~ interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 0.00 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. DATE SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Francis25 Nottin§hamM' WhislerDrive (~,~[1~_~ M~-~anicsbur~, PA SIGNATUREOFPREPAREROTHERTHANREPRESENTATIVE IRWIN & McKNIGHT DATE ' -- 60 West Pomfret Street ...... ........................................... .| Car±zs±e, PA 17013 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(aX1.3)]. 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- 1 ~{]0 EX (Rev. 6-00) REV-1508 EX +(1-97) SCHEDULE E COMUO"WEALTHOF.EN.S~LVA.,^ CASH. BANK DEPOSITS. & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Michael D. Whisler SS~; 508-78-4289 06/21/2003 21-03-0533 Include the proceeds of litigation and the date the proceeds were received by the estate. All I~roperty jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash on hand 523.00 2 PNC Bank, checking account (d/b/a Unique Tag) 6,314.27 3 2000 Dodge Ram Van - repossesed 10,000.00 4 Unique Tags & Graphics inventory - sold 07/09/2003 15,200.00 TOTAL (Also enter on line 5, Recapitulation) 3 2,03 7.2 7 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1,~08 EX (Rev. 1-97) .NV-~S~I EX+ 0-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Hichael D, Whisler SS~ 508-78-4289 06/21/2003 21-03-0533 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Dugan Funeral Chapel 1,498.00 2 F.O.E. after service meal 762.50 3 Myers Funeral ~Iome 1,465.00 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's Fees IRWIN & McKNIGHT 2,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Francis H. Whisler Street Address 25 Nottingham Drive City Mechanicsbur~ State PA Zip 17055 Relationship of Claimant to Decedent spouse 4. Probate Fees Register of Wills 86.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs i C~mberland Law Journal - estate notice publication 75.00 2 Register or Wills filing fees 15.00 3 The Sentinel Legal estate notice publication 98.69 TOTAL (Also enter on line 9, Recapitulation) $ 9,500. 'Icj (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-151Z EX + (1-97) SCHEDULE I COMMONWEALTH O~.E.NS~LV^N~A DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGI= LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Michael D. Whisler SS~/ 508-78-4289 06/21/2003 21-03-0533 Includ~ unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Best Buy Co. Inc. credit card balance 983.16 2 Chrysler Financial outstanding loan balance 29,419.88 3 Citicorp Credit Services Inc. 17,530.38 4 Estate Recoveries Inc. American Express 18,073.60 5 Eurosport Daytona Inc. 30.00 6 Louis Wodash, judgment in Florida 2,794.00 7 Silver Spring Ambulance & Rescue 435.00 8 Sprint Telephone 18.56 TOTAL (Also enter on line 10. Recapitulation) 69,284.58 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc.Form REV- 1512 EX (Rev. 1-97) REV- 1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIAR lES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Michael D. Whisler SS~ 508-78-4289 06/21/2003 21-03-0533 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBEI; NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.Z)] 1 Francis M. Whisler Spouse remainder 25 Nottingham Drive Mechanicsburg, PA 17055 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN, 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER Si-ti=El $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) ZO00 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) PNCBAN< August 26, 2003 Irwin McKnight & Hughes scp Attn: Roger B Irwin West Pomfret Professional Bldg 60 W Pomfret St. Carlisle, PA 17013-3222 RE: Estate of Michael D Whisler (Deceased) SSN: 508-78-4289 (we show 320-04-8682) DOD: 06-21-2003 Dear Mr, Irwin: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account~5004139416 Established 12-26-2002 MICHABL WHISLER DBA UNIQUE TAG DOD balance: $6,314.27 Non interest bearing account Upon receipt of this letter please fax me a copy of the death certificate for our files. My fax is 412-768-3458. Please note that this office only provides date of death balances for deposit accounts (IR.As, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Ba_n._k branch office. Sincerely, Eries L Schlegel PNC Decedent Reporting Firstside Center ~ 500 First Ave, 4th F1 CIF Pittsburgh PA 15219-3128 1-800-762-1775 Member FDIC BILL OF SALE KNOW ALL MEN BY THESE PRESENTS, that the Estate of Michael D. Whisler, by and through its Executrix, Francis M. Whisler, for and in consideration of Fifteen Thousand Two Hundred and no/100 ($15,200.00) Dollars, and other valuable consideration, and intending to be legally bound, has granted, bargained, sold and conveyed, and by these presents does hereby grant, bargain, sell and convey, to GREGORY EDWARD YEAGER, a an adult individual residing at 3523 Hopi Drive, Orlando, Florida 32839-8717, all of the right, title and interest of the Estate of Michael D. Whisler in and to all inventory, furnishings, and fixtures used in the operation of the decedent's business known as Unique Tags & Graphix and as set forth on Exhibit "A" of this Bill of Sale which is incorporated herein by this reference and a 1997 Cherokee Trailer with VIN #41~ES 1629TF965844. The Estate of Michael D. Whisler warrants and represents to GREGORY EDWARD YEAGER that it has good and marketable title to all items described above and made a part of this Bill of Sale free and clear of any liens and encumbrances whatsoever. To have and to hold all the property hereby conveyed to the proper use and benefit of GREGORY EDWARD YEAGER forever. IN WITNESS WHEREOF, this Bill of Sale has been duly executed by the undersigned the 9th day of July, 2003. WITNESS: ESTATE OF MICHAEL D. WHISLER ranms M. Wh~sler, Executrix Citicorp Credit Services, Inc. USA Citicorp Credit Services, Inc. USA A Subsidiary of Citicorp Kansas City Regional Center 7920 N. W. 110~St Kansas City MO 64153 ROGER B IRWIN August 18, 2003 60 POMFARET ST CARLISLE, PA 17013 RE: The Estate of MICHAEL D WHISLER File Number: 21-03-533 Dear Sir/Madam: Please find enclosed a copy of our claim against the above mentioned estate. · Should you have any questions, please do not hesitate to call us at (800) 215-6061. Sincerely, SHAWN HARMER Manager, of Cifico~ t'.oal, qo.,;.o~ Inc. Uq a Under limited power of attorney for Citibank (South Dakota) N.A. IN THE COURT OF COMMON PLEAS, CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ) ) Register's # 21-03-533 MICHAEL D WHISLER Deceased) CI~IM To the Clerk of the Orphans' Court Division : Index and make proper entry in your official records of the claim of CITIBANK (SOUTH DAKOTA) NA in the amount of 17,530.38 against the estate of the above-named decedent. This claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532 (b) (2) The said decedent, whose last known residence was at 25 NOTTINGHAM DR MECHANICSBURG, PA 17050 Written notice of this claim was given to FRANCIS WHISLER 25 NOTTINGF~XM DR MECPL~MICSBURG, PA 17050 on August 18, 2003 (Claimant) SHAWN HARMER, MANAGER of CiticorpCredit of attorney for CITIBANK (SOUTH DAKOTA) NA 7930 NW 110TM ST KANSAS CITY, MO 64153 (Claimant' s Address) Account #(s) 5424180547883287, 5410654396269315 Estate Recoveries, Inc. f)l'cr /.5 ~'~/J'.5 ,~/ ,5'e;~'ice ,to thc ~imt.c:M August 12, 2003 Roger B. I~in, Esq. 60 West Pomfret Street Carlisle, PA 17013 RE: Estate of Michael Whisler, deceased. Estate #: 21-03-533 Our File #: WAR-45738 Dear Mr. Irwin: This office is working in conjunction with American Express in the handling of their deceased accounts. We have been informed by our client that the decedent held three acc6unts with American Express. We understand that estate proceedings have been probated. There is a current balance on the Personal Card account number 372100038643001 of $2,972.53, on the SBS Card account number 378349581584005 of $4,360.84 and on the Triumph SBS Card account number 371541700192002 of $10,74.0.23. These accounts respectively total $18,073.60. "This is an attempt to collect a debt, any information obtained will be used for that purpose. Unless you notify this office within 30 days after receiving this notice that you dispute the validity of this debt or any portion thereof, this office will assume this debt is valid. If you notify this office in writing 30 days from receiving this notice, this office will: obtain verification of the debt or obtain a copy of a judgment and mail you a copy of such judgment or verification. If you request, this office will provide you with the name and address of the original creditor, if different from the current creditor." When a claim is filed we will forward a copy to your office. Please direct any inquires or communications regarding this matter throueh our office. Thank you for your attention in this matter. Sincere~ grsh, Ext. 777 DLM/dms See Reverse Side For Special State Disclosures. This communication is from a debt collector. This is an attempt to collect a debt and any infornmtion obtained will be used for that purpose. P.O. Box 24566, Baltimore, Maryland 21214 · 5543 Harfi~rd Road, Baltimore, Maryland 2 t214 Monday - Friday 8:00 am - 6:00 pm Eastern Time ° Welephc, l~e: 410-444-8022 · ~,~n ...... ~-~,-'.~t~: · Fax: 410-426-4051 Jul-31-03 03:28 sau~rbrun john 352+343 1284 P.01 EXR'MPI,IFI CATION C~RTIFiCATE STATE OF FLORIDA COUNTY OF Case Number 48-'2001-SC-010849 O l, LYDIA GARDNF, R, Clerk of County Court, Orange County, State of Florida, and custodian of the records and official seal of said Court, DO HEREBY CERTIFY, that the attached aI%d foregoirlg .~s a true correct Copy of Final Judgment in the case of: WODASH, I,OUIS -V- WH/SLER, MICHAEL IN TESTIMONY' WHEREOF, 1 have hereunto s~.t my hand and said off_icia] seal this MAY 30, 2003 LYDIA GARDNER Clerk of th'~ircuit and County Cou~t.s. COI~TY OF 0~ :~"~, y/Court, O['~:~ge County, , Flo~[ida J - ' STATE OF FLORIDA CO~TY OF O~NGE 1, I,YDiA GARDNER, Clerk of the County Court, Orange County, Florida, DO HEREBy CERTIFY, that the Honorable WAYNE J. SHOEMAKER who s~gned the foregoing certificate is a duly commissioned and q]Jalified Judge of the County Court, Orange County, Florida. IN TESTIMONY WHE[~EOF~ I~cunLo set my hand arid of~4cial seal of ~3aid Court this :~_.~'O ' LYDIA GARDNER C.t.~ o~ the Circuit and Jul-31-03 03:2B sauerbrun john 352+343 1284 P.01 IN THE C()UNTY CO[IRT Ob' TI Il: NINTH , UDICIAI. CIRC'UI'i~ IN AND I ' I"()R ORANGE COUNTY, FLOItII)A DIVISION 73 LOUIS WODASH, CASE NO.: 2001-SC-010g49-O Plaintiff, vs. MICiiAEI, WHISLER, Defendant. ORDER.TO SHOW CAUSE TO: MICHAEL W'HISI~ER 914 Meller Way Orlando, Florida 321125 YOU ARE I IEREBY COMMANDED '1'¢) APPEAR bet'are this court on WEDNESDAY, JUI,Y 30, 2003 AT 10:30 A.M. in l leafing Room 370, Orang~ Coutll.y Courthouse, 425 North Orange Avenue, Orlmldo, Flor/da to show cause, i£any, why you should not adjudged in contempt oF court thr lhilurc to comply with inslructions given by lhe (?out~ on February 17, 2003. ** FA ILURE TO APPEAR AT l'! I E ABOVE ! I EARING CA N RESULT I N T! IE ISSUANCE OF A WRIT OF BODILY ATTACHMENT 'FO BE EXECUTED BY THE SllERIFF'S OFFICE IT IS FURTHER ORDERED lhat Ibis (.)rder to Show Cause shall be served upon the Dcl~ndant and an Allidavit of service shall bc filed with this Court. [lONE AND ORDERED at Orlando, Orange County, Florida, this / 7 day of.lmm, 2003. ~/ IVAY1VE J. SIIO 'EM'AKEll WAYNE J. SHOEMAi~ER C()I/NT¥ ~D('iE I hereby certi~ that a truc and con'ect copy of thc tbregoing }las been delivered via hand/I.I.S. Mail to: Louis Wodash, 5312 Toauga Dr., Orlando, FL 32837; and Io Michael Whistler, 25 Notlingham l)r., Michanicsburg, I'A 1705'0, this '~ 7 day ol'Junc, 2003. ' . ~ ~ ,Judicial Assistant to Judge Wa~e J. Shoemaker. Jul-31-03, . 03:31 sauerbrun john 352~343 1284 P.01 IN TI'-IE COUNTY COURT OF THE NINTI.[ JUDICIAL CIRC[IIT IN AND FOR ORANGE COUNTY, b'LO.RIDA CASE NO.' SCO01-10849 LOUIS WOI)ASH 6603 Tanglewood Bay Drive Plainti ' OR ilk ~:~t4. gilE: Pq ~ 1 O~an~ Co. FL R~corded - Martha 0. Haynie M~E ~ISI.ER 914 Mellcr Way Orla.~do, Florida 32825 Defendant. / FINAL JUDGMENT FOR PI.A.I. NTII?F. This case was tried before the Court on Marcl~ 20, 2002 and on the evidence presented, it is ordered and adjudged that the Plaintit'i; LOUIS WODASH, shall recover from the Dcl'endant, MIKE WIIISLER, thc. sum of $2,665.00 in principal, together with court costs in the amount of $129.00, for a total of $2,794.00, which shall bear interest at the rate of nine percent (9%) per year, lbr whicl~ let execution issue. DONE and ORDERED in Orlando, Orange County, Florida, this 2. x__ ? day of March, 2002. wILFRI?.DO MARTI NEZ County Court Judge I HER EBY CERTIFY that a true and correct c_qp..y of the foregoing has .beta LOUIS WODASH and to MIKE WHISLER, this :.~'~ day.o~March, 2002.*- ~~' . · ,--~-. -. ~-- ~.- Jodicial Assistant , · COHHONNEALTH OF PENNSYLVANZA BUREAU OF ZNDZVZDUAL TAXES DEPARTHENT OF REVENUE ZNHERZTANCE TAX DZVISZON DEPT. 180601 HARRISBURG, PA 17118-060! NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ,EV-~S47 EX AFP (81-05) ;i' ~ : :,..i~,~; .~, DATE 02-16-200~ ~ ~=~ ...... ESTATE OF NHISLER MICHAEL DATE OF DEATH 06-21-2005 FZLE NUMBER 21 05-0555 '04 FEB 13 73:29 COUNTY CUHBERLAND ROGER B ~RN~N ESQ ACN 101 IRN~N ~ HCKN~GHT Amoun~ Remi~ed 60 N POHFRET ST ~:~i~:: * CARLISLE PA 1]O)~l~i~C ~0., ~ HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF N~LLS CUH~ERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG TH/S L/NE ~ RETAZN LONER PORTZON FOR YOUR RECORDS REV-15~7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENTs ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSNENT OF TAX ESTATE OF NHISLER HICHAEL D FZLE NO. 21 05-0555 ACN 101 DATE 02-16-200~ TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Es~a~e (Schedule A) (1) .00 NOTE: To insure proper 2. S~ocks and Bonds (Schedule B) (2) .00 oredi~ ~o your account, $. Closely Held S~ock/P~r~nership In~eres~ (Schedule C) ($) .00 submi~ ~he upper por~ion ~. Not,gages/No,es Receivable (Schedule D) (~) .00 of ~his form ~i~h your 5. Cash/Benk Deposi~s/Nis¢. Pe~sonal Proper~y {Schedule E) ($) ~10~7.17 ~ex payment. 6. Jointly O~ned Proper~y (Schedule F) (6) .00 7. Transfers {Schedule G) (7) .00 8. To,al Asse~s (8) $Z,057.27 APPROVED DEDUCTZONS AND EXENPT/ONS: 9,500.19 9. Funeral Expenses/Adm. Cos~s/His¢. Expenses (Schedule H) (9) 10. Debts/Not,gage Liabilities/Liens (Schedule I) (10) 69~28~.58 11. To~el Deductions (11) 78.7B~.77 12. Ne~ Value of Tax Re~urn (12) R6,TRT.50- 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) {15) .00 1~. Ne~ Value of Es~a~e Subje¢~ ~o Tax {1~} R6,7~7.50- NOTE: Z~ an assessment ~as issued previously, lines 1~, 15 and/er 16~ 17~ 18 and 19 ~111 re~lect ~lgures that include the total of ALL returns assessed to date. ASSESSNENT OF TAX: 15. Amoun~ of L/ne 1~ a~ Spousal ra~e (15) .00 X O0 = .00 16. Amoun~ of Line 1~ ~exable a~ Lineal/Class A ra~e (16) .00 X 0~5 = .00 17. Aeoun~ of Line lq a~ Sibling ra~e (17) .00 X 1~ = .00 18. Amoun~ of Line 1~ ~exeble e~ Collateral/Class B ra~e (18) .00 X 15 = .00 19, Principal Tax Due (19)= .00 TAX CREDZTS: PAYNENT RECEZPT DIS~OUNT (+) ANOUNT PAZD DATE NUNBER INTEREST/PEN PAZD (-) BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE . O0 ZF PAZD AFTER DATE ZNDZCATED~ SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYHENT ZS REIIUIRED. FOR CALCULATZON OF ADDTTZONAL ZNTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS. }~.--~ RESERVATION: Estates of decedents dying on or before December Il, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class D (collateral) rate on any such futura interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NXLLS, AGENT REFUND (CA): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISiS). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-361-Z060; services for taxpayers eith special hearing and / or speaking needs: 1-B00-447-5010 (TT only). OBJECTIONS: Any party in interest not satisfied mith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice oust object mithin sixty (60) days of receipt of this Notice by: --eritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA I7118-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA I7118-0601 Phone (717) 787-6506. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid mithin three (3) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The lSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, 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 tho 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: Interest is charged beginning with first day of delinquency, or nine (9) months and one (l) day from the date of death, to the date of payment. Taxes which became delinquent before January I, I98Z bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. AIl taxes ahich became delinquent on and after January l, 1981 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 1982 through 1005 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .000648 1987 9X .000147 1999 7Z .O00lgz 1983 16Z .000438 1988-1991 llZ .000301 ZOO0 8Z ,OOOZ19 1984 11Z .000301 1991 9Z .000Z47 ZOO1 9X .000247 1985 13Z .000356 1993-1994 7X .000191 2002 61 .000164 1986 lOZ .000274 1995-1998 9X .000147 Z003 SZ .000137 --Interest ]s calculated as follows: /NTEREST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DEL/NQUENT X DA/LY /NTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: MICHAEL D. WHISLER Date of Death: JUNE 21, 2003 No. 21-03-0533 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: X Yes ~ 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 X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 12/22/2004 Signature ~ /~' ~ IRWIN & McKNIGHT Roger B. Irwin, Esquire Name (please type or print) 60 West Pomfret Street ct:) Address 65 b-~' Carlisle, PA 17013 City, State, Zip ~ (717) 249-2353 ~ Telephone Number ~ Capacity: Person~ Representative ~ O~ X Counsel for Person~ Representative 9 '" -."J INRE: ESTATE OF: ,,"I ;~".) ";;.. MICHAEL WHISLER ESTATE NO. 21-03-533 DECEASED. SATISFACTION AND RELEASE OF CLAIM The undersigned, Kathy M Peyton, Agent for AMERICAN EXPRESS, has accepted a settlement in the amount of $806.76 & $1986.95 equal to 19%, satisfying the claim filed in this proceeding on behalf of the Creditor. This satisfaction and Release of Claim is executed to acknowledge discharge of the claim and to release the estate and personal representative from all further liability in respect to the date of death liability on account number 378349581584005 & 371541700192002. Executed [his January 12, 2005. AMERICAN EXPRESS Claim~an By hl~ Kathy M yton, Ag t Estate Recoveries, Inc. P.O. Box 24566 Baltimore, MD 21214 \)-.