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Home My WebLink About03-0551PETITION FOR PROBATE and GRANT OF LETTERS Estate ofFAYE L. WAGNER, also known as Deceased SocialSecurityNo. 19.~-24-1294~a.~ 03- To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executor named in the last will of the above decedent, dated September 25, 2002, and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 13 High Street, South Middleton Township, Boiling Springs, Pennsylvania. Decedent, then 70 years of age, died June 9, 2003, at 13 High Street, South Middleton Township, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: [none] Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 50,001.00 $ $ $ WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Leo A. Wagner 13 High Street Boiling Springs, PA 17007 717/258-3717 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sw°rn t° °r affirmed land subscribed o~A.W~ before me this o~--~--~ day of agner ~ ,2003. - oa-o , ~' ' 0eg~ster (} '0.~ JUL-2 PI:O1 No. Estate of FAYE L. WAGNER, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, ~.~ "-/ , 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 September 25, 2002, and described therein be admitted to probate and filed of record as the last will ofFaye L. Wagner and Letters Testamentary are hereby granted to Leo A. Wagner. Will Book Page FEES Probate, Letters, Etc. $ I1.~. Short Certificates (5) $ !.~. TOTAL Regist erv ills O Stephen L. Bloom, Esquire Sup. Ct. I.D. No. 49811 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 C:~LAS~ESTATES\10265-3 pet. 1 JUL -2 P1 105.805 REV 9/86 'Fi~is is to certiA' t!~at the information here given is correctly copied from an original certificate of death duly filed with me as L()cal 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 9283915 No. Local Registrar JUN 1 1 200 Date m0s.:~.l R~, wa7 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH ,, VITAL RECORDS .T CERTIFICATE OF DEATH NT 192-- 24 -- ~294 ,.June 9, 2003 70 i ! 1/25/1933 Cartis~ PA ,~,~n ,.~t~~ ~ (~ l-I ~,.,~ (~[] ~'~l Cumber£and South Midd~eto PA 17007 13 High St~ Boiting Springs PA 17007 Harper L. Martin Leo A. Wagner 6/11/2003 er Crematory Hotty Springs PA 17065 'db ;)l/OK LAST WILL AND TESTAMENT I, FAYE L. WAGNER, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my husband, LEO A. WAGNER, absolutely. 3. In the event my said husband, LEO A. WAGNER, shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, in equal shares, unto my following three children: JASON A. WAGNER, TERRI A. REISINGER, and KIMBERLY A. HAYMIRE, with substitution of issue per stirpes. Page 1 of 4 Pages F.L.W. I nominate, constitute and appoint my said husband, LEO A. WAGNER, as Executor of my estate. In the event he shall be unable or unwilling to serve in such capacity, then I appoint my son, JASON A. WAGNER, to act in such capacity. In the event he shall be unable or unwilling to serve in such capacity, then I appoint my daughters, TERRI A. REISINGER and KIMBERLY A. HAYMIRE, to act in such capacity. I direct that my personal representative shall not be required to file a bond to secure the faithful performance of his or her duties in any jurisdiction. I authorize and empower my personal representative, in his or her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as he or she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representative considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representative shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. Page 2 of 4 Pages F.L.W. IN WITNESS WHEREOF I have hereunto set my hand and seal this 25th day of September, 2002. Fa~agner LKJ~ (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, Faye L. Wagner, Testatrix, 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. Faye L. Wagner Sworn or affirmed to and acknowledged before me by Faye L. Wagner, the Testatrix, this 25th day of September, 2002. N~)t~y Publi~ COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) Notarial Seal Loft A. Sullivan, Notary Public Carlisle Bom, Cumberland County My Commission Expires Feb, 16, 2004 Mofllbor, Pe~sylvani, ~a:~sociationo~Notarios the 'tnesses whoge nines ~e signed to the attached or foregoing instrument, being duly qualified according to law, do depose ~d say that we were present ~d saw Faye L. Wagner, the Testaffix, sign ~d execute the instrument as her Last Will; that the Testatrix signed willingly ~d that the Testatrix executed it as her free ~d vol~t~ act for the p~oses therein expressed; that each of us, in the he~ing ~d sight of the Testatrix, signed the Will as witnesses; and that to the best of our ~owledge the Testatrix was at that time 18 or more ye~s of age, of sold mind ~d under no constraint or ~due influence· Address ~/~ ~? x ~ ~ ~ Sworn or affirmed to and subscribed bef~e me this 25th day of September, 2002. Not~-y Publi[ - Notarial Seal C:\SLB~Estate Planning\10265-will.2.w.doc _ LOd A. Sullivan, Notary Publio I Carlisle Bom, Cumberland County I _~ Commissk~ Expires Feb. 16,20041 Page 4 of 4 Pages "~-~*,~-~-~'v~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: FAYE L. WAGNER Date of Death: June 9, 2003 File No. 2003-00551; PA File No. 21-03-0551 To the Register: ! certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above estate on November 12, 2003: Name Leo A. Wagner Address 13 High Street, P.O. Box 142, Boiling Springs, PA 17007 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: November 12, 2003 C:\Office - Estate Adrninistration\10265.3cert.not.doc ~ phen L Bloom, Esquire 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Capacity: Counsel for Personal Representative ........ REV-1500 OOMMO.WE~OF.~N.~LV..,* INHERITANCE TAX RETURN OEPARTMBX~T OF REVENUE D~.~ ~.o~, RESIDENT DECEDENT ,I DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ Faye L DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) i 06/09/2003 I 01/25/1933 [If APPLICABLE) SURVIVING SPOUSE'S NAME I LAST, FIRST AND MIDDLE INITIAL) Wagner, Leo A - * 1~-31~9 and ~-951 ~ Stephen L. Bloom ~ I Original Return ~ 2. Supplementa~Return [] [] 4 Limited Estate [] 4a Futurelnterest Compromise (dae o deathafter [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Wilt) copy of Trust) [] 9. Litigation Proceeds Received [] 10. SpousalPovertyCredit(dateofdeathbetween [] =iRM NAME (If applicable) Stephen L. Bloom, Esquire tELEPHONE NUMBER 717/24%7717 COMPLETE MAILING ADDRESS 2100 Longs Gap Road Carlisle, PA 17013 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Morlgage Liabilities, & Liens (Schedule I) 11, Total Deductions (totaJ Lines 9 & 10) (1) Non (2) i ,676A (3) Non~ (4) Nonb (5) 7 607.47 (6) Novm (7) None (9) 6,309.01 (10) 3,371.53 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental 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) 21 03 00551 SOCIAL SECURITY NUMSER 193-24-1294 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 204-26-9581 3 Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11 Election to tax under Se& 9113(A) (Attach Sch O) (8) (11) (12) (13) (14) 9,284.41 9,680.54 insolvent 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. 3'ax Due x .00 (15) x .045 (16) x .t2 (17) x .15 (18) (19) Copyright 2000 form software only The Lackner Group, Inc. Form REV-I$00 EX (Rev. 6-00) · Decedent's Complete Address: STREET ADDRESS CITY 13 High Street ! STATE I ZIP Boiling Springs I PA I 17007 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penalty Totar Interest/Penalty (D + E) 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 5. 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. Make Check Payable to: REGISTER OF WILLS, AGENT (1) (2) (3) (4) (5) (SA) (5B) 0.00 0.00 0.00 0.00 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 rece v ng adequate cons deret on? 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 conta ns a benef c ary des gnat on'~ 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 penalbes of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the bast of my knowledge and belief, ~t is true, correct and complete. Declaration of S~GNATURE OF PERSON RESPONSIBLE FOR FILING RETURN SI~N RESPONSIBLE FO~ ADDRESS DATE Boiling Springs, PA 17007 ~ ADDRESS SIGNATURE OF PREPARER~ ~H ~S~ENAN RE SENTATIVEI*v ADDRESS DATE Stephen L. BIOO ~ _~ Carlisle, FA 17013 For ?ales of death on or alter 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 transfecs 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. SCHEDULE B STOCKS & BONDS ESTATE OF Wagner, Faye L FILE NUMBER 21 - 03 - 0055 l All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE OF NUMBER UNIT VALUE DEATH I 1,676.94 DESCRIPTION fla8teShofa/~Se~t~mmon Stock, Pepsico Inc., at $44.13 ~ of high and ow pr ce on TOTAL (Also enter on line 2, Recapitulation) 1,676.94 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALT~ OF PENNSYLVANJA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wagner, Faye L FILE NUMBER 21 - 03 - 00551 Include the proceeds of litigation and the date the proceeds were received by the estate A I property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Citizens Bank, Checking Account #6100894479, date of death balance 7,607.47 TOTAL (Also enter on Line 5, Recapitulation) 7,607.47 RESIDENT DECEDENT ESTATE OF Wagner, Faye L FILE NUMBER 21 - 03 - 00551 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Secudty Number(s) / EIN Number of Personal Representative(s): Street Address City State -- Zip Year(s) Commission paid Attorney's Fees Stephen L. Bloom, Attorney and Counsellor at Law Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Leo A. Wagner Street Address 13 High Street City Boiling Springs State PA Relationship of Claimant to Decedent Spouse Probate Fees Cumberland County Register of Wills Zip 17007 Tax Return Preparer's Fees Other Administrative Costs Publishing Fee, Estate Legal Notice, Cumberland Law Joumal Publishing Fee, Estate Legal Notice, The Sentinel TOTAL (Also enter on line 9, Recapitulation) 2,500.00 3,500.00 149.00 75.00 85.01 6,309.01 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wagner, Faye L SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 03 - 00551 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION AMOUNT Waypoint Bank, Loan #5551000099, date of death balance due 3,371.53 TOTAL (Also enter on Line 10, Recapitulation) 3,371.53 STEPHEN L. BLOOM ATTORNEY AND COUNSELLOR AT LAW 2100 LONGS GAP ROAD. CARLISLE,.PEN NSYLVAN IA 17013 717-249-7717 LAST 'friLL AND TESTAMEI~rr I, FAYE L. WAGNER, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and ail former Wills or Codicils by me made. 1. I direct that ail my legaily enforceable debts, funeral expenses, testamentary expenses and ail inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shail be paid from my residuary estate as soon as practicable after my decease and as part of th'e administration of my estate. My personai representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my spouse shail survive me by thirty (30) days, then I give, devise and bequeath ail of my estate; both real and personai property, unto my husband, LEO A. WAGNER, absolutely. 3. In the event my said husband, LEO A. WAGNER, shail predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath ail of my estate, both real and personal property, in equal shares, unto my following three children: JASON A. WAGNER, TERRI A. REIsINGER, and KIMBERLY A. HAYMIRE, with substitution of issue per stirl~es. Page 1 of 4 Pages F.L.W. I nominate, constitute and appoint my said husband, LEO A. WAGNER, as Executor of my estate. In the event he shall be unable or unwilling to serve in such capacity, then I appoint my son, JASON A. WAGNER, to act in such capacity. In the event he shall be unable or unwilling to serve in such capacity, then I appoint my daughters, TERRI A. REISINGER and KIMBERLY A. HAYMIRE, to act in such capacity. 5. I direct that my personal representative shall not be required to file a bond to secure the faithful performance of his or her duties in any jurisdiction. 6. I authorize and empower my personal representative, in his or her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as he or she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them ~uch power as my personal representative considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to cant out any of these powers. In addition, I direct that my personal representative shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. Page 2 of 4 Pages F.L.W. 2002. Fa3Je 1[. Wagner (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. Page 3 of 4 Pages COUNTY OF CUMBERLAND : SS. ) I, Faye L. Wagner, Testatrix, 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. Faye L."'Wagner Sworn or affirmed to and acknowledged before me by Faye L. Wagner, the Testatrix, this 25th day of September, 2002. N~)t~h/y Public ~ ~ ~ Sullivan, ~ Publlo I CarlMe Bom, Cunlbeffmld County I COMMONWEALTH OF PENNSYLVANIA ~ ~ r~a~ r-~. ~e, coo4 ] COUNTY OF CUMBERLAND ) :SS. ) the witnesses whoge 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 Faye L. Wagner, the Testa~ix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in th~ hearing and sight of the Testatrix, signed the Will as wimesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. C:kSLB\Esmte Planning\ 1026$-will.2.w.doc Sworn or affirmed to and subscribed before me this 25th day of September, 2002. N o t'ff. ry ~ubli~ I No~q-, S.~ I ~ ^. ,Sullivan, Iqom~t Public I · . _Otu~e,__n~,_, Cum~dahd County I Page 4 of 4 Pages r,~,a,,,~;,,q~:.c.:a~,,~um PEP: Historical Prices for PEPSICO INC - Yahoo! Finance Ya_ho~o! bl~LYa~o0! M_~iJ Search FINANCE ,h. ~.b Search J . New User? Sk Finance Hop~e - H~ Thursday, September ~6, 2004, 11:29AH ET - U,S, Harkets close in 4 houm and 31 minutes. Welcome, Guest [an Zn] Quotes & Info Pepsico Inc (PEP) 10.99 IIl~.~met I Enter Symbol(s): e.g. YHO0, To track stocks & r ~ Symbol Lookup [ Finance Searc 30 Free Trades Historical Prices SET DATE RANGE Start Date: Jun End Date: Jun Fre~e Trades 2003 Eg. Jan 1, 2003 2003 Get Prices ] 3ust ~L500 to_Op_~n...! Get Historical Prices for: (~) Daily Weekly , ]i Monthly ,~, Dividends Only PRZCES Date 9-Jun-03 First I Prev I Next I Last Open High Low Close Volume Adj Close* 44.17 44.45 43.81 44.02 2,207,100 43.05 * Close price adjustedfordividendsand splits, Account Number Record Date Rate Per Share 00097192q6 06/13/03 Check Number Payable Date 0000q87938 06/30/05 $0. 1600 Shares of Record 38. 0000 Current Gross Dividend *6.08 Year To Date Gross Dividend .17.48 Current Tax Withheld $0. oo Year To Date Taxes Withheld *o. oo Current Net Amount *6,08 Year to Date Net Dividend ,17.48 Please detach and retain for your records. http://finance.yahoo.com/q/hp?a=O5&b=9&c:2OO3&d=O5&e=9&f=2OO3&g:d&s=PEp 9/16/2004 CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, PA 15219 October 2, 2003 LORI A. SULLIVAN 2100 LONGS GAP ROAD CARLISLE, PA 17013 Estate of FAYE L. WAGNER Date of Death: Jun 09, 2003 SSN: 193-24-1294 Dear Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of her date of death. For IL or LC accounts, contact our Loan Department at 1-800- 708-6680. Sincerely, Carol DeMarco Operations Services CITIZENS BANK Account Number 6100894479 Account Title FAYE L WAGNER Date Opened Account Type Checking Principal Balance as of DOD $7607.47 Interest fi.om Last Posting to DOD $0.00 Account Balance as of DOD $7607.47 YTD Interest to DOD $1045.00 S T I~ P ~-1 1.~ N L. B L 0 0 M September 02, 2003 Invoice submitted to: Wagner, Faye L Estate 13 High Street P.O Box 142 Boiling Springs, PA 17007 Leo A. Wagner, Executor SLB PL In Reference To: Estate Administration - Initial Interim Billing Statement (6125103-8131103) invoice # 1289 Federal EI.N. for Form 1099 Reporting: 25-1851818 Professional Services Review Testamentary Documents; Preliminary Preparations for Estate Administration; Evaluation and Planning for same; Conference with Executor and Family Members of Decedent; Review/finalize various documents including Petition for Grant of Letters Testamentary, Estate Information Statement, Certificate of Grant of Letters, and Legal Notices/Proofs of Publication; Telephone conferences/correspondence; Administrative matters Conference with Executor and Family Members of Decedent; Preparation of Petition for Grant of Letters Testamentary, Estate Information Statement, Exhibits, Legal Notices; Appearance at Register of Wills with Executor to present Petition for Grant of Letters Testamentary and related documentation; Appearance at Register of Wills to obtain Certificate of Grant of Letters and Short Certificates; Various telephone conferences/correspondence with PespsiCo, Hollinger Funeral Home, Social Security Administration, Register of Wills, Cumberland Law Journal, The Sentinel, Highmark Blue Shield, F&M Trust, Waypoint Bank, Citizens Bank, Department of Public Welfare (re estate recovery notice), Executor; Administrative matters For professional services rendered Hrs/Rate Amount 2.29 42314 185.00/hr Z17 752.50 105.00/hr 946 $1,175.64 ner, Faye L Estate Additional Charges: Probate Fee - Register of Wills of Cumberland County Publishing Fee - Legal Notice - Cumberland Law Journal Publishing Fee - Legal Notice - The Sentinel Total costs Total amount of this bill Balance due Page 2 Amount 149.00 75.00 85.01 $3O9O1 $1,484.65 $1,48465 PAYABLE UPON RECEIPT - THANK YOU PRAt;TI(TAI. (7()UNSI,21. ,~ CHRISTIAN PliRSPI:.CTIVE STEPHEN L. BLOOM ATTORNEY AND COUNSELLOR AT LAW www PRACTICALCOUNSEL COM 2100 LONGS GAP ROAD CARLISLE, PENNSYLVANIA 17013 SBLOOM~PRACTI CALCO UNS EL.COM TELEPHONE 717-249-7717 FACSIMILE 717-249-7757 TOLl. FREE 877-548-9602 Invoice submitted to: Wagner, Faye L. Estate 13 High Street P.O. Box 142 Boiling Springs, PA 17007 Leo A. Wagner, Executor September 16, 2004 In Reference To: Estate Administration - Interim Billing Statement (911103-9116104) Invoice # 1473 PL PL SLB SLB SLB PL SLB SLB SLB Professional Services Administrative and estate accounting matters; Review re-issued Death Certificates and date of death account valuation information from Banks Telephone consultation with Executor re various matters Review revised Death Certificates; Review correspondence from Citizens Bank re account information/date of death valuation Administrative and estate accounting matters; Review Bank Account information/Date of death valuation from Citizens Bank Administrative and estate accounting matters; Review correspondence from Register of Wills; Preparation of required Notice of Beneficial Interest Under Rule 5.6(a); Correspondence with Executor; Preparation of Certification of Notice Under Rule 5.7(a) for filing with Register of Wills; Review and evaluate vadous documents File Certification of Notice at Office of Register of Wills Administrative and estate accounting matters Research re Inheritance Tax compliance matters; Correspondence with Department of Revenue re same Telephone conferences with Department of Revenue Hrs/Rate Amount 0.17 17.47 105.00/hr 0.17 17.50 105.00/hr 0.14 25.03 185.00/hr 0.04 7.35 185.00/hr 2.13 39415 185.00/hr 0.25 26.25 105.00/hr 0.32 58.53 185.00/hr 0.69 128.47 185.00/hr 0.15 27.75 185.00/hr PRACTICALCOUNSEL ~ CHRISTIAN PERSPECTIVE Wagner, Faye L. Estate SLB Telephone consultations with clients SLB Review correspondence from Department of Revenue SLB Telephone conferences SLB Administrative and estate accounting matters; Research historical pricing and disposition of vadous stocks of Decedent; Preparation of Pennsylvania Inheritance Tax Return, Schedules and Exhibits thereto; Conference with Executor re review and execution of same SLB Reserve for filing of Pennsylvania inheritance Tax Return at Register of Wills; Reserve for review of Official Reciept from Register of Wills and Notice from Department of Revenue re status of same; Reserve for correspondence For professional services rendered Previous balance 11/24/2003 Payment - thank you Total payments and adjustments Balance due Page 2 Hrs/Rate Amount 0.17 30.83 185.00/hr 0.08 15,42 185.00/hr 0.08 15.42 185.00/hr 2.36 436.86 185.00/hr 0.67 123.33 185.00/hr 7.42 $1,324.36 $1,484.65 ($1,484.65) ($1,484.65) $1,324.36 PAYABLE UPON RECEIPT - THANK YOU PRACTICAL COUNSEL ,~ CHRISTIAN PERSPECTIVE RECEIPT FOR PAYMENT Cumberland County - Re~ister Of Wills Hanover and High Stree~ Carlisle, PA I7013 Receipt Date 7/07/2003 Receipt Time 15:50:19 Receipt No. 1033342 WAGNER FAYE L File Number Remarks 2003-00551 STEPHEN L BLOOM, JA ESQ. Transaction Description PETITION FOR PROBA EXTRA PAGES SHORT CERTIFICATE JCP FEE Distribution Of Receipt Payment Amount 115.00 9.00 15.00 10.00 Payee Name CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D Check# 003004 $149.00 Total Received ......... $149.00 CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 AUGUST 29, 2003 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Stephen L. Bloom, ESQUIRE RE: Faye L. Wagner, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: AUGUST 15, 22, 29, 2003 Advertising Cost Proof of Publication Second Proof Request Payment Received Total Amount Due $ 75.00 $ 0.00 $ 0.00 $ 75.00 $ 0.00 Payment received AUGUST 12, 2003 by Becky H. Morgenthal/Executive Director Waup Ln t AUGUST 14, 2003 STEPHEN L BLOOM, ATTORNEY ATTN: LORI A SULLIVAN, Legal Ass't. 2100 LONGS GAP ROAD CARLISLE PA 17013 RE: LOAN gEstate ofFaye L. Wagner SS. No. 193-24-1294 Dear Lori: In compliance with your letter of July 31, 2003, below is listed the open loans held by the decedent. Loan #: Names: Origination Date: DOD Princ. Bal.: DOD Accrued Iht: 5551000099 Faye L Wagner 7/19/02 $3,361.77 $9.76 8551012039 Faye L Wagner or Leo A Wagner 2/9/01 $6,449.56 $12.58 If you have any questions, please feel free to contact me at 909-2148 or 1/800-554-4572, press #1 then extension 2148. Sincerely, Waypoint Bank Sr. Loan Servicing Associate P,O. Box 171 I. HARRISBUR6. PENN5YLVANIA 17105-1711 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DZVXSXON PO BOX 280601 HARRXSBURG, PA 17118-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR D/SALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (09-04) STEPHEN L BLOOM ESQ 2100 LONGS GAP RD CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-15-2004 NAGNER 06-09-2003 21 03-0551 CUMBERLAND 101 Aeoun~ Raei~ad FAYE L HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 170Z3 CUT ALONG THIS LINE ~ RETAZN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NAGNER FAYE L FILE NO. 21 03-0551 ACN 101 DATE 11-15-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON.- ORIGINAL RETURN 1. Real Es~a~a (Schedula A) (1) 2. S~ocks and Bonds (Schedula B) (2) :5. Close/y Held S~ock/Partnarship :]:n~eras~ (Schedule C) (:5) ~. Hor4:gages/No:~es Receivable (Schedule D) (~) 5. Cash/Bank Deposits~Misc. Parsonal Propar~y (Schedule E) ($) 6. Jointly Owned Proper~y (Schedula F) (6) 7. Transfers (Schedule G) (7) 8. To~al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Cos~:s/N/sc. Expenses (Schedule H) (9) 10. Dabts/Hor~gage L/ab/1/t/es/L/ens (Schedule 1) (10) 11. To~al Daduc~/ons 12. Ne~ Value of Tax Ra~urn 1z676.94 .00 7;607.47 .00 .00 NOTE: To /nsure proper cred/~ to your account, subm/~ ~he uppar por~/on .00 of ~h/s form w/th your ~ax payment. .00 (8) 6,309.01 1:5. lq. 9,284.41 NOTE: 3,371.53 (].1) 9.680.5ri (12) 396.13- Char/~abla/Govarnmen~al Bequests; Non-alacted 911:5 Trusts (Schedule J) (13) Ne~ Value of Esta~a Subject: ~o Tax (lq) Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. .00 ASSESSMENT OF TAX: 15. Amoun~ of L/ne ].q a~ Spousal rata 16. Amoun~ of L/ne lfi ~axable a~ Lineal/Class A ra~a 17. Amoun~ of L/ne 1~ at S/bl/ng ra~e 18. Aeoun~ of L/ne lq ~axable a~ Collateral/Class B ra~e 19. Pr/ncipal Tax Due TAX CREDITS: PAYHENT RECEIPT DISCOUNT DATE NUMBER /NTEREST/PEN PA/D (-) 396.13- 18 and 19 Nill ZF PAID AFTER DATE /NDZCATED, SEE REVERSE FOR CALCULATION OF ADDZT/ONAL /NTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) TOTAL TAX cREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE AMOUNT PAID O0 = 045 = 12 = 1~:~ = (19)= ..... .00'00'00'00 I (].s), .00 x . O0 (16) . O0 X . O0 (17) ..~0~ X . O0 (18) ~.00 x ~ .00 / .00 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUHD (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- 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 8 (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 9140). Detach the top port[on of this Not[ce and submit aith your payment to the Register of HiLls printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, mhich ams not requested on the Tax Return, may be requested by completing an · 'Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-L315). Applications are available online at w.a.revmnue.state.oa.us, any Register of Hills or Revenue District Off[ce, or from the Department's Z4-hour ans. ering service for fores orders: L-800-36Z-ZO50; services for taxpayers with special hearing and/or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisment, allowance or disallo.ance of deductions or assessment of tax (including discount or interest) as sho.n on this Notice may object within 60 days of the date of receipt of this not[ce by filing one of the folloeing: A) Protest to the PA Department of Revenue, Doard of Appeals. You may object by filing a protest online at w.w.boardofmppeaLs.state.paous on or before the expiration of the sixty-day appeal per[od. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box ZelOZ1, Harrisburg, PA 171ze-lozL. Petitions amy not be foxed. B) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Ravia. Unit, P.O. Sox 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is a11o.ed. The 15X 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 the same manner and in the the same tiaa period as you mould appea! the tax and interest that has been assessed as indicated on this not[ce. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of death, to the date of payment. Taxes ,hich became delinquent before January 1, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. AlL taxes which became delinquent on and after January l, L98Z will bear interest at a rate ahich wiLL vary from calendar year to calendar year ,ith that rate announced by the PA Department of Revenue. The applicable interest rates for 19az through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~)'~-8-1991 IIX .000301 ~ 9X .000247 1983 16Z .000438 1992 9Z .000247 ZOOZ 6Z .000164 1984 1lZ .000301 1993-L994 72 .O0019Z 2003 5Z .000137 1985 13Z .000356 1995-1996 92 .000247 2004 4Z .000110 1986 iOZ .000Z74 1999 7Z .00019Z 1987 IOZ .000Z74 ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent .ill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho.n on the Notice, additional interest must be calculated. . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Wagner, Faye L. Date of Death: 6/9/2003 Estate No.: 2003-00551 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: I. State whether administration of the estate is complete: Yes [E] No 0 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No.l!l 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.IEI No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~ ---Signature ---......... Date: March 4, 2005 r..- Stephen L. Bloom Name 2100 longs Gap Road Carlisle, PA 17013 Address l~" , ,.') 717-249-7717 Telephone No. Capacity: o Personal Representative .0 Counsel for personal representative (''''oJ ~