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Home My WebLink About03-0553 Estate of' () J/R. t"tlc, also known as PETITION FOR PROBATE and GRANT OF LETTERS L . I A) I) ),(I/?15~ No. c:21- Or::!! .....s--~-.3 To: Register of Wills for the , Deceased. County of (I~l11hl'n.kHY'..{ in the Social Security No. Jqc-. ;l0" 917 30 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or p}dt;r an the execut 1<'-/ J<. in the last will of the above decedent, dated -; / c... L '1 <) and codicil(s) dated . I named ,19_ Decendent, then ~_ years of age, died ,j:9 ,;2.00'5 , at w,'''' i::l ~ u ,(J ~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: !P:;JDO, oooc~ $ ~, ocxJ $ $ $ $ L../ WHEREFORE, petitioner(s) respectfully request(sl. the probate of the last will and codicil(s) presented herewith and the grant of letters aMn.L/YUo.~ I:u- Cr A (testamentary; ~dministration c.t.a.; administration d.b.n.c.t.a.) theron. STrsp ~ '" 'V' u c: <lJ :2~ "'~ <lJ ... 0::'" c: -00 t::"'::: (\1";:: ~<lJ ~o... <lJ "- ;:'0 ;;; c: 00 iJi '" ~;U;Yl tj 0~7? S heM/) Y\ 13 W,! j,"C( m$cn ~Dq Si c;,~1 $;- Q.Jd a. I O'7R OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF J Sworn to or affirmed b~ me this '?;- .~ -:::~b{ ~ The petitioner(s) above-muned swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer ,the estate according to law. and subscribed {X ~n f3 tJ~~'h day of ~2~ (~L: Register 'lJ) ~. :::s l:l .... ;:: ~ ~ /~- /(Fo -II No. C:;1-C..!3-~~:g Estate of ~~Q..e..dFL L It },llu:~rn SoY) DECREE OF PROBATE AND GRANT OF LETTERS , Deceased AND NOW ~l } ly 1? ~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) date~}:tc..\... la, '1qc described therein be admitted to probate and filed of record as the last will of ~:~ L ~~~l,~~~n and Letters o~ A(\ c;:.-t"~~' , A . are hereby granted to Shfll~Y'\ ~ \.........), \1,..m ~b1"\ D-md/,L/ff} if~ kJL~ Register of Wi~ . 0/ FEES Probate, Letters, Etc. ......... X. P 14'2.f!!'S Short Certificates( ).......... Renunciation ................ $~~ $ .::J I. ""0 $ \S':' 00 C)e..Y $ .10..00 au.t?..." TOTAL - Sr;;2 7 7- co FiledT7..t!?. .020.0.!3............ A TIORNEY (Sup. Ct. J.D. No.) ADDRESS PHONE ''''UI:)~J "~,';l 6Z: ZlJ L - 7nr rD. J:I::. ~j ~ / -CJ a. - $.5--.'E ((.I mbf?r /;'/1 Register of Wills of D~l.dfiilhin County, Pennsylvania RENUNCIA TION Estate of -A 1+ f2..(? ~c.. L. G ) " ) } \ (A f'YJ~(;y-.., No. also known as , Deceased Th. ""d."igned, ~J1ti11'k p Wlk~rn ~/2r..€.. c; /';)'J)c,f1'}~(/rj, jh (Relationship) (Capacitv) the above Dece~t. ltEl,rebV rerounce(s) the right to administer the estate an,d respectfullv request(5) that of- H/';?sT( lY',r'nNVlt, <;W :51; I.J lJ" Letters ~)'I/}) sir,,,; ~vibe issued to '- AdLJAi c.AJ 10 ms ern Witness hand this 0, ~~ ("J B: l"'- I _J :::J J p ~ j .~ " - '..)0 -=~s~J I lox. su --- ~.._-_.._.._---- Sworn to or affirmed and subscribed befor me this 7 Nota ublic MV Commission Expires; Notarial Seal '''u''''u" .." amty..u.Da.,!r&ammaker, Notary Public East Ha~ver Twn. Dauphin County "uoI",,,,, ,. 'KlM'''r<'d!l!lO 10" <Io<....1f " N 16 2004 tUI~''''KlfI 01 ;';~w.~~f.PJtlT.!r.~lon expires av. . Member. Pennsylvania ASSOCiation of Notaries NOTE: Renunciations executed outside rhe OffiCI) of Register of Wills are raqUlred in som" count,,,s to bIt nOlllrlzed. RW-13 (Rvsd 9/92) the undeftying tauH given in PART I. Sequenl~1ty JiM condCtiona if any, leading &0 immediate cause En'... UNDER1.YINQ CAUSE (Disease OI'RIU'Y lhallfl,tialed events resultIng tn death) LAST DUE ID lOA AS A CONSEOUENCE Of)' WAS AN AUTOPSY PERFORMED? d WERE AlJlOPSY FINDINGS AVAlLA8LE PRIOR 10 COMPLETION OF CAUSE OF DERH? MANNER OF DEATH Natur.l ff D D OATE Of INJURY (MOnlh. D.t.y, Yea,) TIME OF INJURY INJURY AT 'NOAK1 oeSCRIBE HOW INJURY OCCURRED. Homicide D o o ~ce OF INJURY. At home, ta,":,O:;ul. factory, office building, elc. lSpOCllv} 3". v.. D NoD Accident Pending InV1lsligaHon Yo. D No Ve. D NoD Suicide Could nol be delemllned M. 30e. 2". 21b. CERTIFIER (Check onIv one) .CERTIFYING PHYSICIAN (Ph.,.SlClanCerhtYlrlg cause of dealh when anOlnef phYSICian hdS plOOOIJnced dealh ana com~elea Item 2J] To the beat 0' my knowlltdge, death OCCurred due to Ihe uu.lt(s. and manner.. sr.lltd. . . . . . . . . . . . . . . . . . . . . . . . . . . . 21. ~/(. v--- ~/ J3 ~ ~ ~--.. ... ~~I\:'" , ~"~!'..~-c:':-r~.,..Jl'___...., ~/I~ ~ 1 )1b, LICENSE NUMBER DATE SIGNED {Month. Day, 'feat} D 31c. ./?7~?> :;'-"i7/ '7 .;::: ld. .y'.. 2' -z: <.) S NAME AND AOOAESS OF PERSON WHO COMPLETED CAUSE OF DEATH (l1em 271 Type Of p,jn' . /l. t' /C ...0 ~.,;;;> J _ ~-<5_<../ T' L. ~,.,u>~ '~L ~ -.. ,et~. ,-.. ~,,;:>o 30. .PRONOUNCING AND CERTIFYING PHYSK:IAN (PhYSlClOin bolt! p1onounclng uedfh and cert"Ylrlg 10 cause of Cledltll To lhe beU o. my knowledge, death OCCurredo1t the time, dale, and place, 0100 due 10 the cau.e{s. and manne, u sl.led ....EDIC...L EX......,NER/CORONER On the baai. of examination and/or Investigation, In my opinion, death occurred allhe Ume. date, OInd place, and duelo Ihe cau.efs) and n'anner..stated....,............,............... .... ........'...0.... ......................... ..........,.,...... J101. HEGISTRAR'S SIGNATURE AND NUMBER o ~ /_03-6'5::B -} . -': "?QUl!18 " J~~~) 6Z: ZId L - lnr (0. jU )Ot1 "~t -~ ~--~ ~~ H ~ LAW OFFICES SNELBAKER Be BRENNEMAN LAST WILL AND TESTAMENT I, ALFREDA L. WILLIAMSON, of the Township of Hampden, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executors or Executor, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto my two (2) sons, namely, KRAMER E. WILLIAMSON and GEORGE E. WILLIAMSON, JR., share and share alike, absolutely and in fee simple. LASTLY. I nominate, constitute and appoint my said sons, KRAMER E. WILLIAMSON and GEORGE E. WILLIAMSON, JR., (or either of them if one should fail to qualify or cease so to serve) to be the Executor of this, my Last Will and Testament, to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, ALFREDA L. WILLIAMSON, have hereunto set my hand and seal to this, my Last Will and Testament which COMMONWEALTH OF PENNSYLVANIA ) . COUNTY OF CUMBERLAND) SS. We, ALFREDA L. WILLIAMSON, RICHARD C. SNELBAKER and JANET R. STEGNER, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ,;/' '-J-~Yr{b~ ~ Witnes /. Subscribed, sworn to and acknowledged before me by ALFREDA L. WILLIAMSON, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses, this ~d day of mMdJ , 1995. LAw OFFICES SNELBAKER a BRENNEMAN cY~~)~~ Notar PUblic Notarial Seal . Patricia J. Thomson, Notary Public Mechanicsbur9 Born, Cumberland County I My CommisSion Expires Dec. 31. 1998 Men1>er, Pennsylvania Assodation d Nolaries consists of two (2) typewritten pages to each of which I have affixed my signature this ~ --t:1L day of7 J I a,~Ju A. D., One Thousand Nine Hundred NinetY-five (1995). I L~'~](SEAL) Williamson The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by ALFREDA L. WILLIAMSON, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as ("~~k?~~ :/ . LAW OFFICES SNELBAKER & BRENNEMAN -2- :J!r ltJD ~ l~, ,~!J. ~-~ unu I(l~*...t <:,~~J.s.~~~~~~jJ~ nf ALFREDA L. WILLIAMSON SNELBAKER 8 BRENNEMAN A PROFESSIONAL CORPORATION ATTORNEYS AT LAW - 44 WEST MAIN STREET MECHANICSBURG, PENNSYLVANIA 17055 P. o. BOX 318 ~. '. d w c: r- I -.J i" "'~; ,.,:, , ~..) ::1 ~ U. . B st 'I SeriMiceTM C F Di Il-TM RECEIPT (0 "e' M 1 On 0 surance Coverage Provided) ..D r-=I r-=I ~ ~:~:~mDm:r . ru L----=-r.-- r-=I Postlge ~,_ 8 C ,,,tified '=ee I o Rdum ,'teciept Fee r'- o (Endo"eme.,t Hequired) 1--._ o Restri,:ted Delivery Fee I r-=I (Endo~eme"t Hequired) o r' r-=I Total Postage & Fees I $ ~- ITI o Sent To ~ \.. ~ SiI'eei."APfX/o:;--..A'.L~-.-.iY{------ or PO Hox No. ci,y;-Siaie;:~iP:;'4------------. -..------------------T~--oj--~-55j--------m- I PS For 3800, June 2002 . I..'~ Items 1, 2, afld 3. Also complete ) Item 4 If Restricted Delivery is desired. i.' · PrInt.' your name and address on the reverse . I so that we can return the card to you. . Attach ttIIscard to the back of the mailpiece, or OQ the front If space permits. "~~~I \()\'\~f="~~. ~ '~ ~<A.. \-,\O~ ber.. " . . I ~ .. . ~~ . Ati~Mt Mo1 Postmark Here -f-..2fl}----------m .. -. . - . cor.1f-LFTE THI:: 'JEer/or. i '\ ~\. L ~ r '\ 3. ServlceType g" CertIfted Mall 0 ExpresS Mall" o RegiStered 0 Return ReceIpt for Merchandise o Insured Malt 0 C.O.D. 4. Restrlcted Delivery? (Extra Fee) 0 Yes 7003 1010 0001 1204 0116 lJomestic Return ReceIpt 1l125ll5-O241. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Alfreda L. Williamson Date of Death: April 22, 2003 Will No. 21-03-553 Adm. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 22 2004: Name Address City Kramer Williamson 609 N. Grant Street Palmyra, P A 17078 George Williamson, Jr. 422 W. Main Street Hummelstown, P A 17036 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 1/22/04 /,- /' ~ ~ J e--. it.Adlv /?z ( Ignature) / . Name: Diane M. Dils, Esquire Address: 1017 North Front Street Harrisburg, PA 17102 Telephone: (717) 232-9724 Capacity: _ Personal Representative X Counsel for Personal Representative ./ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 January 28, 2004 Telephone (717) 787-3930 FAX (717) 772-0412 Oils & Oils 1017 North Front St. Harrisburgh,PA 17128-0601 Re: Estate of Alfreda A. Williamson File Number 2103-0553 Dear Sir/Madam: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 7/22/04 . Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely, Claudia Maffei, Supervisor Document Processing Unit Inheritance Tax Division Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/15/2005 DILS DIANE M 1017 N FRONT STREET HARRISBURG, PA 17102 RE: Estate of WILLIAMSON ALFREDA L File Number: 2003-00553 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/22/2005 Your prompt attention to this matter will be appreciated. Thank You. ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: ALFREDA L. WILLIAMSON Date of Death: APRIL 22, 2003 Estate No.: 2003-00553 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 0 No fl 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will.be complete: May 15, 2 005 3. lfthe answer to No.1 is Yes) state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 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 0 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. D@t~: r/'o/ os I ~LJ~ Signature SHARON B. WILLIAMSON Name 609 N. Grant Street, Palmyra, PA 17078 Address Telephone No. Capacity: 1'8 Personal Representative [J Counsel for personal representative ) RECEIVED MAY 13 200Sj"/ In Re: Estate of ALFREDA L. WILLIAMSON ORPHANS' COURT DIVISION Late of HAMPDEN TOWNSHIP COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, Estate No,: 21-03-553 PENNSYLVANIA NO.2I-2003R>3 RULE AND NOW, this ~ day of _v'~ , 2005, upon presentation \, and consideration of the within Petition to Withdraw as Counsel, a Rule is hereby issued upon the Personal Representative, Sharon B. Williamson, to show cause why, if any, said Petition should not be granted. --- l:> days after service. RULE returnable , " 1. BY THE COlJRl'~ ~ , ~ . ~ Distribution: .j d. Diane M. Dil.s, .Esquire, 1017 North Front Street, Harrisbu~, PA 17102 o JO Sharon B. WillIamson, 609 North Grant Street, Palmyra, P A 17078 .1~ Elf) -l CD w ~ REV.1500 EX + (6.00) I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE J DEPT. 280601 HARRIS~_U~~, PA 17128-O~~J_ _ I DECEDENT'S NAMECLAST, FIRST. AND MIDDLE INITIAL) ... WILLIAMSON, Alfreda L. D~T~~; ;~;H~;~DD-YEAR) ~~~-]' tiATE-OF-BI_R~H~~M~:~EAR)=~~~_ (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) I 15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) z or transfers under Sec. 9116(a)(1.2) 0 1= 16.Amount of Line 14 taxable at lineal rate 162,193.93 x .045 (16) ~ :J a.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) ::E 0 0 i 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) x x ~ 19. Tax Due (19) * w .. :o:<Ul uii!:o: wll.g ::co... uflD ll. < I- Z W o w o w o .. z w o z ~ Ul w II: II: o U z o i= :s :J I- 0: < o w a: REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER II 03 553 NUMBER COUNTY CODE . YEAR SOCIAL SECURITY NUMBER 190-20-9630 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 1'. Original Return I 4. Limited Estate I x I 6, Decedent Died Testate (Attach copy of Will) ! I 9. Litigation Proceeds Received I I 2, Supplemental Return I I I ] IJ I I 3. Remainder Return (date of death prior to 12-13-82) I I 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes I I 1,. Election to tax under Sec. 9113(A)(Attach Sch O} 4a. Future Interest Compromise (dale of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10 SpOusal Povet:/Y- Credit (date of death between . 12-31.91 and 1-1-95) NAME Ralph H~~WRIGHT FIRM NAME (If applicable) Johnson, Duffie, Stewart & Weidner COMPLETE MAILING ADDRESS Johnson, Duffie, Stewart & Weidner P.O. Box Lemoyne, PA 17043 TELEPHONE NUMBER 717-761-4540 1. Real Estate (Schedule A) (1 ) OFFICIAL USE ONL V 140,000.00 44,543.19 None None 4,081.16 None 13,803.30 (8) 9,454.61 30,779.11 202,427.65 I 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) I i Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) I I Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (5) (6) (7) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11 ) 40,233.72 162,193.93 0.00 162,193.93 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax(Line 12 minus Line 13) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0.00 7,298.73 0.00 0.00 7,298.73 Copyright 2002 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00: Decedent Date of Death 9 Months After DOD Final Payment Date Suggested Interest I Tue, Apr 22, 2003 I I 'l!~~'*Il.fl~22~i~Q9~1: iy!:l I Mon, Jun 20, 2005 I r;t!'(:~!,,:I!Y~~~:;;;;\l:;;j!i!i[!1 Year Interest Amount for Year # Days Suggested Interest # Days to Add for Holiday Filing Deadline 1!~hYi\1ihjv~;;~0i4 PrincipalTaxDue I,t';:i,!![!: ,! ;;;j~~~11{3 C d't l'i:r::-Wli'::",;':"i,,'j;;&ni<ft.O I re I S ,;;;,,:'i'.!hi;;:H::',~""_iU Interest I "" N''''', 'M'4.i2~;1 I TaxDue IJlk:>t:",\j!il:rtjf659~9i4 MJnn::::;~:(f;'LC::;'~;i,;];~:H!NTHH~: ,'" Rev-1502 EX+ (6-98) *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT ESTATE OF WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 All real property owned solely or as a tenant In common must be reported at fair market valuliair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller. neither being compelled to buy or sell. both having reasonable knowledge of the relevant facts, Real property which Is )olntly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Residence - Located at 1105 Orrs Bridge Road, Mechanicsburg, Hampden Township, Cumberland County, Pennsylvania. Property sold on June 21, 2004. Settlement Sheet is attached. 140.000.00 TOTAL (Also enter on Line 1, Recapitulation) 140,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev-15D3 EX+ (6-96) *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE ATDATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 American Express Mutual Fund 1.465.65 2 370442105 100 shares of General Motors Corporation - Common 36.345000 3.634.50 Stock. Valued using EstateVal. Valuation is attached to this Return. 3 539830109 256 shares of Lockheed Martin Coporation - Common 47.34 12.119.04 Stock. Valued using EstateVal. Valutaion is attached to this Return. 4 717081103 864 shares of Pfizer, Inc. - Common Stock. Valued 31.625000 27.324.00 using EstateVal. Valutaion is attached to this Return. TOTAL (Also enter on Line 2, Recapitulation) 44.543.19 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned wIth the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 First Union Checking Account 1.235.48 2 M& T Bank Checking Account 724.15 3 Refund - 2003 Individual Income Tax Refund 1,437.13 4 Reimbursement to Estate - Reimbursement fo the payment of the taxes prior to sale. Settlement Sheet is attached to this Return 173.90 5 Value of Personal Property - - Sold At Auction by T. Glenn Horst & Sons. Inc. 510.50 TOTAL (Also enter on Line 5, Recapitulation) 4.081.16 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rsv-1510 EX+ (6-98) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 AIG Annuity - Beneficiaries: 13.803.30 13.803.30 Kramer E. Williamson, Son George E. Williamson, Son TOTAL (Also enter on Line 7, Recapitulation) 13.803.30 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H.A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 ITEM NUMBER DESCRIPTION AMOUNT 1 Funeral Expenses 5.348.00 2 Rombergers Memorial Services 1.854.00 Subtotal 7.202.00 Copyright (c) 2002 form software only The Lackner Group, Inc, Form PA-1500 Schedule H-A (Rev. 6-98) REV.1151 EX+ (12.99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 7,202.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Johnson, Duffie, Stewart & Weidner 1,200.00 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 277 .00 5, Accountant's Fees 6. Tax Return Preparer's Fees 7, Other Administrative Costs 775.61 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 9,454.61 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev.1502 EX+ (6-98) *' SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 ITEM NUMBER DESCRIPTION AMOUNT 1 Auction Commissions and Expenses - - T. Glenn Horst & Sons 102.10 2 Bob Baker - Repairs to Residence - To prepare for Sale 225.00 3 Cumberland County Filing Fees - for Inheritance Tax and Inventory 30.00 4 Dills Attorney - Notices of Estate Administration 75.00 5 Scott Archibald, Appraisal of Residence 175.00 6 The Carlisle Sentinal - Notice of Estate Administration 98.69 7 US Postmaster - - Postage 69.82 Subtotal 775.61 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (8-98) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEOENT ESTATE OF WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 Include unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 AT&T - Telephone Charges 77.68 2 Caretaker Services - Marlene SMITH. Performed the services of caretaker for the 5.493.00 Decedent 3 Central PA Hema - Medical Services 167.01 4 Central PA MRI - Medical Services 37.63 5 Comcast Cable - - Television Service 115.40 6 Conway Service - Maintenance of Residence 590.00 7 Dog Care Services 65.00 8 Eichelbergers - Ultra Violet Water Purification System - Condition on the Sale of the 770.99 Residence 9 Eshenhaurs Fuels 542.87 10 Guida - Moffit Heart 267.33 11 Hampden Township Trash Removal 119.40 12 Hershey Medical Center 132.47 13 Holy Spirit Hospital 606.08 14 Home Repairs - -Materials needed to repair Residence to prepare for Sale 89.00 15 Lebanon Valley Family Medicine 5.16 16 L TD Medical 216.79 17 Omnicare 112.31 Total of Continuation Schedule(s) See attached page TOTAL (Also enter on Line 10, Recapitulation) 30,779.11 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) Rev.1512 EX+ (6.981 ESTATE OF . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT WILLIAMSON, Alfreda L. FILE NUMBER 21-2003 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 29 18 Physicians of Rehabilitation 71.30 19 Pinnacle Health 19.59 20 PP&L - - Electrical Services 528.71 21 Quantum Imaging 59.25 22 Reimbursement to Marlene SMITH for the purchase of Decedent's Prescriptions 4.507.00 23 Riverside Medical Transport 176.85 24 Sears Credit Card Company 480.00 25 Settlement Costs - - Due to the sale of the Residence. The Settlement Sheet is attached to this Return 9,525.92 26 Susquehanna Internal Medicine 56.97 27 The Bon Ton - Credit Card Account 1.105.40 28 Twin Oaks Nursing Home 4.805.00 Visiting Nurse Services 35.00 TOTAL (Also enter on Line 10, Recapitulation) 30.779.11 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV.1513 EX+ (9-00) *' SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAMSON, Alfreda L. 21-2003 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not Lilt Trulteelll I. TAXABLE DISTRIBUTIONS [include outright sgousal aistributionsg and ransfers under Sec. 116(a)(1.2}] GEORGE E WILLIAMSON Son PA Kramer E WILLIAMSON Son PA Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PAR;T 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule J (Rev, 6-98) EXHIBIT A EXHIBIT B EXHIBIT C EXHIBIT D EXHIBIT E :253006 LISTING OF EXHIBITS FOR ESTATE OF ALFREDA L. WILLIAMSON Last Will and Testament of Alfreda 1. Williamson. Settlement Sheet for the sale of the property located at 1105 Drrs Bridge Road, Mechanicsburg, Hampden Township, Cumberland County, Pennsylvania. Property sold on June 21, 2004. EstateVal Valuation for 100 Shares of General Motors Corporation Stock EstateVal Valuationfor 256 Shares of Lockheed Martin Corporation Stock EstateVal Valuation for 864 Shares of Pfizer, Inc. Stock ~U:S-OEPARTMENT OF HOUSING and URBANDEVELOPMENT SETTLEMENT STATEMENT ASSURED LAND TRANSFERS, INC. 301 Market Street Lemoyne. PA 17043-0109 (717) 761-4720 OMB No. 2502,0265 Tltlepro for Windows TIol o 1. FHA D4.VA 6. FILE NUMBER: 13B335 8. TYPE OF LOAN 02, FMHA 03. CONV.UNINS. o 5. CONV. INS 17 LOAN NUMBER: MORT. INS, CASE NO,: 13700.1 C NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o,c.)" were paid outside the closing; they are shown here for information purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: New Covenant Fellowship of Greater Harrisburg E. NAME AND ADDRESS OF SELLER: Estate of Alfreda L Williamson F. NAME AND ADDRESS OF LENDER Citizens Bank 4500 Creekview Road Mechanicsburg, PA 17050 I:SETTLEMENT DATE 06/21/2004 Monday 04:30 PM G. PROPERTY LOCATION: 1105 Orrs Bridge Road Mechanicsubrg, PA 17050 H. SETTLEMENT AGENT: Assured Land Transfers, Inc. Hampden Township Cumberland County. PA PLACE OF SETTLEMENT: 301 Market Street Lemoyne. PA 17043 50.350.00 520 Total Reductlon.,AmountDue Sell~r I.., ".u ,to 600, CASH AT S",TTLE!IIIENT To/From SELLER 601. Gross Amount due Seller (line 420) 50.350.00 602. Less reduction in Am!.due Seller (line 520) u ~ 603 Cash [g) TO : O"FROM Seller /f';f/t( Yl, ,?~., J. SUMMARY OF BORROWER'S TRANSACTtON 100. Gross Amount Due From Borrower 101. Contract sales price 102. Personal Property 103. Settlement Charges (line 1400) 104. 105. 140,000.00 A k7/ ~ I, "" .... Adjustments for items paid in advance by seller(s) to 12/31/04 to 12/31/04 12/31/04 06/30/04 to 06/30/04 CitylT own lax 06/21/04 County/City tax 06/21/04 Library Tax 06/21/04 to School Tax 06/21/04 to Refuse for Quart. 06/21/04 106, 107. 108, 109, 110. 111 112, 120, Gross Amount Due from Borrower ,If/,/(, 'fi.&/.ifa'J! 200. Amounts Paid By Or In Behalf Of Borrower 201. Deposit or earnest money 202 Principal Amount of new loan(s) 50,000.00 203, Existing loan(s) taken subject to 204. 205, 206. 207. 208, Seller to Buyer Credit (Drain Field Treatment) 209. Adjustments for Items unpaid by seller 210. CilylTown tax 211, County/City tax 212. Assessments 213. School Tax 214. 215. 216, 217. ~l' ~. 21B. 219. 220 Total Paid By/For Borrower 300. 301. 302. , CASH AT SETTLEMENT FromlTo BORROWEij~ Gross AmI. due from borrower (line 120) /f;/''Y r Less Am!. paid by/for borrower (line 220) 303. Cash [g) FROM DTO Borrower Buyer or Borrower's Signature K. SUMMARY OF SELLER'S TRANSACTION 400, Gross Amount Due to Seller 401. Contract sales price 402. Personal Property 403. 404. 405. 140,00( Adjustments for items paid in advance by seller(s) 11.41 122,52 11.57 24.43 3.97 CitylTown tax 06/21/04 County/City tax 06/21/04 Library Tax 06/21/04 to School Tax 06/21/04 to Refuse for Quart. 06/21/04 to 12/31/04 to 12/31/04 12/31/04 06/30/04 to 06/30/04 1 12 1 2 406, 407. 40B. 409. 410, 411, 412. 420. Gross Amounl Due to Seller 140,17 500. Reductions In Amount Due To Seller 501. Excess deposit (see instructions) 502. Settlement charges to seller (line 1400) 503, Existing loan(s) taken subject to 504. 9,17 505. 506. 507. 350,00 50B. Seller to Buyer Credit (Drain Field Treatment) 509. 3! Adjustments for Items unpaid by seller 510. CitylTown tax 511. Counly/City tax 512. Assessments 513. School Tax 514. 515, 516. 517, 51B. 519, 9,! 140,' g,! 130.' Seller's Signature Tille Charges Settlement or closing fee to Abslract or title search Title Examination Title Insurance Binder Document preparation Notary fees Johnson, Duffie, et al Attorney's fees (includes above items No.:) Title Insurance Assured Land Transfers, Inc. (includes above ilems No. ) 1101,1104 and 1108 Basic Lender's coverage $ 50,000.00 Owne~s coverage $ 140.000.00 Endorsments 100. 300..;49.and 8.1 to .EMENT CHARGES Case # 138335 ,tal Sales Commission based on Price: $ livision of Commission at: $ ;ommission paid at Settlement :ems Payable In Connection With Loan .oan Origination Fee .oan Discount \ppraisal Fee to ;redit Report to nspection Fee to v10rtgage Insurance to \ssumption Fee to ~orporate Records to :>roperty Search to Flood Report to Environmental Assessment to Items Required By Lender To Be Paid In Advance Interest from 06/21/04 to 06/30/04 Mortgage Ins. Premium 0 Months to Hazard Ins. Premium 0 Years to o Years to o Years to Reserves Deposited With Lender For Hazard Insurance 0 Months @ $ Mortgage Insurance 0 Monlhs @ $ CityfTown Taxes 0 Months @ $ Counly Taxes 0 Months @ $ Assessments 0 Months @ $ School Taxes 0 Months @ $ o Months @ $ o Months @ $ 140.000.00 Total % Paid From Borrower's Funds At Settlement Paid From Seller's Funds At Settlement Citizen's Bank 187.50 Citizen's Bank 75.00 Citizen's Bank Citizen's Bank Citizen's Bank Citizen's Bank 15.00 45.00 19.00 85.00 @ 0.0000 /Day /Month /Month /Month /Month /Month /Month /Month /Month 10.00 10.00 Government Recording and Transfer Charges Recording Fees: Deed $ 38.50 Mortgage $ 64.50 Release $ City/County tax/slamps : Deed $1,400.00 Mortgage $ State tax/stamps: Deed $1.40000 Mortgage $ Additional Settlement Charges 2004 County Tax to 2003 T axes to Refuse for 2nd Quart. plus late fee to Escrow for Inheritance Tax to 103.00 1,400.00 1,400.00 Recorder of Deeds Kathryn W. Fetrow, Treasurer Cumberland County Tax Claim Bureau Hampden Township Sewer Authority Johnson. Duffie, el al 275.16 1,146.87 4389 6.300.00 Total Setllement Charges (enter on lines 103 & 502, Sections J & K) ~ 9.175,92 " ~~ Parties agree that no liability is assumed by Settlement Agent for the accuracy of information furnished by others as shown on the HUD-1 Settlement S1atement HUD CERTIFICATION OF BUYERS AND SELLERS carefully reviewed the HUD-1 Settlement Statement and to the best ot my knowledge and belief, it is a true and accurate statement of all receipts and sements made on my account by me in this trans~ction. I further certify that I have received a copy of the HUD,1.Settlement Stalement ,; t;(/tt"II'~ ;::...I,.Q....S",,. ,,. C,AI..r.,c /1/. I 7/.!.: ' . H"~",S,uC,(". .~/h J5!~0'??0t1V') ~~~ " Botrowe(s natu A oor~ ,.~, & .~ A 64^" ; Address & Phone: A 1>'" All rT11A70~ SeUer's Signature C, Tot, OF rll~ cr1~T~ tfF --9Lr<'<'-=tI"I L. 1rV'(..t./"""1S"~. Seiier's New Address & Phone: ~~ ~ have prepared is a true and accurate accounl of Ihis trL lent Agent P5te I have caused or will cause the funds to be disbursed in accordance with Ihis ...:l I . 2-r/V Y I A;: ':;lATE Estate Valuation Date of Death: 04/22/2003 Valuation Date: 04/22/2003 Processing Date: 06/16/2005 Estate of: Williamson, Estate of Alfreda Account: 14002-1 Report Type: Date of Death Number of Securities: 3 File ID: WILLIAMSON Shares or Par Security Description High/ASk Low/Bid Mean and/or Div and Int Adjustments Accruals Security Value 1 ) 256 LOCKHEED MARTIN CORP (539830109) COM New York Stock Exchange 04/22/2003 48.68000 46.00000 H/L 47.340000 12,119.04 2) 864 PFIZER INC (717081103) COM New York Stock Exchange 04/22/2003 32.07000 31.18000 H/L 31.625000 27,324.00 3) \OO'GJNERAL MTRS CORP (370442105) COM New York Stock Exchange 04/22/2003 37.18000 35.51000 H/L 36.345000 3,634.50 Total Value: Total Accrual: Total: $43,077.54 $43,077.54 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) Estate Valuation Date of Death: 04/22/2003 Valuation Date: 04/22/2003 Processing Date: 06/16/2005 Estate of: Williamson, Estate of Alfreda Account: 14002-1 Report Type: Date of Death Number of Securities: 3 File ID: WILLIAMSON Shares or Par Security Description High/Ask Low/Bid Mean and/or Div and Int Security Adjustments Accruals Value 1) \ 256 LobKHEED MARTIN CORP (539830109) COM New York Stock Exchange 04/22/2003 48.68000 46.00000 H/L 47.340000 12, 119.04 2) 864 PFIZER INC (717081103) COM New York Stock Exchange 04/22/2003 32.07000 31.18000 H/L 31. 625000 27,324.00 3) 100 GENERAL MTRS CORP (370442105) COM New York Stock Exchange 04/22/2003 37.18000 35.51000 H/L 36.345000 3,634.50 Total Value: Total Accrual: Total: $43,077.54 $43,077.54 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.41 ALL.-.3TATE LEGAL Estate Valuation Date of Death: 04/22/2003 Valuation Date: 04/22/2003 Processing Date: 06/16/2005 Estate of: Williamson, Estate of Alfreda Account: 14002-1 Report Type: Date of Death Number of Securities: 3 File ID: WILLIAMSON Shares or Par Security Description High/Ask Low/Bid Mean and/or Div and Int Security Adjustments Accruals value 1) 256 LOCKHEED MARTIN CORP (539830109) COM New York Stock Exchange 04/22/2003 48.68000 46.00000 H/L 47.340000 12,119.04 2) , 864 PP\IZER INC (i170811(3) COM New York stock Exchange 04/22/2003 32.07000 31.18000 H/L 31.625000 27,324.00 3) 100 GENERAL MTRS CORP (370442105) COM New York stock Exchange 04/22/2003 37.18000 35.51000 H/L 36.345000 3,634.50 Total Value: Total Accrual: Total: $43,077.54 $43,077.54 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & pricing Systems. Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. {Revision 7.0.4) In Re: Estate of ALFREDA L. WILLIAMSON Late of HAMPDEN TOWNSHIP ORPHANS' COURT DIVIS~ COURT OF COMMON PLE~ OF CUMBERLAND COUNTY,' PENNSYLVANIA 1".,"1 [.,' Estate No.: 21-03-553 NO. 21-2003.s53 ....,., MOTION TO MAKE RULE ABSOLUTE ("~,I AND NOW, this 21st day of June 2005, comes Diane M. Dils, Esquire, and respectfully avers the following: 1. Your Movant is Diane M. Dils, Esquire, whose office is located at 1017 North Front Street, Harrisburg, Pennsylvania 17102. 2. Your Movant filed a Petition to Withdraw as Counsel in connection with the above-captioned action on May 12,2005. 3. On May 16,2005, your Honorable Court, the Honorable Edgar B. Bayley, entered a Rule returnable fifteen (15) days after service upon the Personal Representative, Sharon B. Williamson, to show cause why, if any, said Petition should not be granted. 4. Attached hereto and marked Exhibit "A" is the return receipt signed by John R. Worley, agent for Sharon B. Williamson, at the address of 609 North Grant Street, Palmyra, Pennsylvania 17078. Said mailing was received by John R. Worley on May 26, 2005. 5. Fifteen days have elapsed since the service of the Petition to Withdraw as Counsel and Rule. 6. No answer has been filed by the Personal Representative, Sharon B. Williamson. WHEREFORE, your Movant, Diane M. Dils, Esquire, respectfully prays your Honorable Court to grant this Motion making the Rule Absolute and permitting her to withdraw as counsel on behalf of the Estate of Alfreda L. Williamson. Respectfully submitted, BY: iane M. Dils, Esquire 1017 North Front Street Harrisburg, PA 17102 (717) 232-9724 LD. No. 71873 \, ._w-.(.;\ - < l ,Df H (O{df'[ t TE: Hf,', (I ( //ON . CqmpIN lteme1. 2, and 3. AIIo comp/ele . Il8m 4 W Reetrlctfd Delivery Ia deoInd. . Prfnt ~r nemt Ind Idd... on the_ 10 1hat _.., I9IUm the cert:I to.~. . Allach thla cert:I to ~ bICf! ,of the mallplecel& or on the front W apace pIlI'I11l1l1. . ... 1.AI1ICIe_to: ~~ ~.1 ~k" ~:;-' .,~ &O?.'~~~ P~~t.L. PA --"~r-'-I /7D7Y 2. AI1ICIetllumt>or " (IlwIIfir"""" -1IbeO P8 Form 3811, Februwy 2004 O. Is delivery _ _from Item 11 If '(I?S, enter cWlvery add.... below: Cl No 3.~~ . ~rtItIed Mall [J Elcpnlss Mall [J Rog_ [J Rotum R_pt for Merohondlse [J lnowod Mall [J C.O.D. 4. R_ DelIvety7 (Eid1w Fee) [J Yea " 7001 '1];40' 0000 9827 1360 ~Retum _pt 17Hi! tI2 U 1140 VERIFICA TION I verify that the statements made in this Motion to Make Rule Absolute are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. ~Aik6 / Diane M. nils, Esquire Date: June 21,2005 CERTIFICATE OF SERVICE I, Diane M. Dils, Esquire, hereby certify that a true and correct copy of the within Motion to Make Rule Absolute has been served upon the following individual by first class, United States mail, postage prepaid, by depositing same at the post office in Harrisburg, Pennsylvania, on the 21 st day of June 2005, addressed as follows: Sharon B. Williamson 609 North Grant Street Palmyra, P A 17078 Respectfully submitted, By~AilL DIane M. Dlls, Esqmre 1017 North Front Street Harrisburg, P A 17102 (717) 232-9724 J.D. No. 71873 Date: June 21, 2005 Iy . RECEIVED JUN 23 1335 ?rP In Re: Estate of ALFREDA L. WILLIAMSON ORPHANS' COURT DIVISION Late of HAMPDEN TOWNSHIP COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, Estate No.: 21-03-553 PENNSYLVANIA NO. 21-20031'53 ORDER AND NOW, this ~J day ~O , 2005, upon presentation and consideration of the within Motion to Make Rule Absolute, it is hereby ORDERED that said Motion is granted and Diane M. Dils, Esquire, is hereby witliJ:lrawn as attorney for the Estate of Alfreda L. Williamson. ,.- t, ( /-' BY THE eOURT: // 1. i I - =:J -, "" C:::;) :;:) ,.., - '- L c. Distribution: Diane M. Dils, Esquire, 1017 North Front Street, Harrisburg, P;'- 17102 Sharon B. Williamson, 609 North Grant Street, Palmyra, P A 17078 (O/23)D S ~1i.X1) CDDll~~ lD '. bA-NEc IYlDtL51 ~. ~()t-J B lJJ\WI\1Y\~/J VII\- ~5 ENV'~6Sl\J0) 1)L1 A H'1. Vk \\l~ OF COUNSEL 111;[(\ I{ DlIlll Il[(II.\liIl I\' STI\\.\EI C 1\11\ \\III)\I!( II( FI)\Il\ll (; \1\ 1.1(' II \\!Il \\ DI.1l (I Ii II! \ .\ S 1.\11 I.!: 1III !I;';ii\ I SIIII'\I.\\ 1{\I.I'11 11 \\lllid II II: \1 \"" ( DITIII 11l11\ Il. \ 1\1 1'1\ '< \11(11.\1.1 I (I~~II)\ \11.11"\ I'ILI (jl(IT\\ I{OI\II:T \1. WIII\II( \\111Ill \1\\11 \ 1101\.\(1.\. Ilill\'!)\ I III ~i 111'\1 \\ Bi:l{1. ! (;i:,(\',<"I\I.\"' L A \\. () F Fie E S JOHNSON DUFFIE :!I \VnlTET(:'; 1':\'1', Nt' 11.1 ['l\lAIL dlw:.ljd,'iwr:(\1II June 18, 2005 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Alfreda L. Williamson Social Security No. 190-20-9630 Our File No. 14002-1 Your File No. 21-03-553 Dear Register: Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Retums showing inheritance tax and interest due in the amount of $7,740.94. This Return is being filed by June 20, 2005 for reasons of the interest amount due. 2. 2 copies of Pages 1 & 2 of the Pa Inheritance tax return, which we ask that you time-stamp and return to us in the enclosed envelope. 3. Inventory 4. 2 copies of the Inventory, which we ask that you time stamp and return to us in the enclosed envelope. 6. Check attached to this correspondence in the amount of $30.00 representing the $15.00 filing fee for the Inheritance Tax Return and $15.00 for the Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, ~N(lSON, DUF~IE, STEWART & WEIDNER ,0Jl~ n.lili~ mma L. Wie~n Estate Administration Paralegal c: Sharon B. Williamson, Administrator :252450 JOI ~!ARI\ET STREET PO, BOX lOll LF\IOY\I. PE\\SYIV\\L\ 170.+3010l) W\\W[DSWCOI\! 717.76U'i.+0 FAX 717761JOIJ \IAIL@[DS\\TO\! JOHNSON, DUFFIE, STEWART & WEIDNER, p.e. Register of Wills of Cumberland County, Pennsylvania INVENTORY , Deceased No. 21-03-553 Date of Death 04/22/2003 Social Security No. 190-20-9630 Estate of Alfreda L. WILLIAMSON also known as Sharon B Williamson ---.--..------ The 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 located 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 the Decedent owned no real estate outside of 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 are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. I.D. No.: Ralph H.,wRIGHT 56113 Personal Representative ') J) -- , Signature: .~ ~W~~~ Sharon B Williamson Signature: / Attorney: Signature: Address: Firm: JohnsonLDuffie, Stewart BcWeidl'1er Johnson, Duffie, Stewart & Weidner P.O. Box Lemoyr1.~~ 17043 717 -761-4540 Address: 609 North Grant Street Palmyra, PA 17078 Telephone: 717 -531.8028 Dated: &/,10'\- I I Telephone: Personal ProDertv Cash.............................................................................................. . M isce Ilaneous Property................................................................ Stocks/Listed................................................................................ . Stocks/C losely Held...................................................................... Bo nd s............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... 3,570.66 510.50 44,543.19 Total Personal Property........... ........... ........... ........ 48,624.35 Total Real Property................. ............. .................. 140,000.00 Total Personal and Real Property......................... Total Out-of-State Real Property.......................... v ,~ ~ ^" ~ .1' ,': .'" 'v () '"'~. ><: " 1- ~ ,~} {~ ~~~ :;:: i.IJ .,.J ~ -.; ~?rl\' "1 1 t1 r ~ (J) g ';0 ~ ~~8 ~ ~HUaO ~H (J)r- :::0 ,-I U~ ~~ (J)Ft. Ft.O~g~ ~~H~~ ~~~(:t.(J) H(J)~\:JH t9H~OH (J)l3pU~ ~p:\U,-lU ~ /) ~ ': t.." Z Ci ~ ;;&. """' a: -,1 .::1 - ~ ,.... ~~ ~i c:l ...... g j::; if) .- ~ ~ 0 @tVc:l -g tV g \:-' 00 p...tV~ M ~,?;:i .- O~~ ~ -E~~04. c:l 0....'-01'"1' tV~~O""" ~5~~~ ..... 6 0 ;:i g~g5~ ~ ro tV CO ...... Bg.~O~ uPCOp...';t. , .~ ,,',\^'{J iL\,~dO zs ~G ',,1,';1 'II'''':; \ Z Inl S)u7, -'I'.' "..., O"V' \ \('1\'JU jJ\J:.Jv j.jGVv;)O -:. - == - - - - - - - - - - - - - - :::: - - - - ....\ I. .,.01 o Y'" ...0\ \.') -~ ~ ,;... ill , , '-' ....~ ..... u~ '" ... ~ .... -' 4. ::J o ;; o ~ .... o ~ ... ~ ::J cO ... o ... ... Q) C .- Q) :::) C Q) ~ ~ a r; 0: ~ '" '" ~ CI ... :::) o >- C o -,-.. t""\ rrl,,,,,\!,"",, r'J~ nrr;i"nr:_ i li'iil,; \,), I\[',::',:<"J '_,,' '_','.. . ,_ . ... o Q) 0- 0- i!C5 ..!UL 2 I en :::) E ." ~("T- ti~1 " Q) .. C): f"i _ '"C Q) E 1: o 0- Q) o Q) -:E >- ..0 >- ." C ~ 0 .~ g ... ." Q) Q) Q; -5 ~ en 0 ~ e ~ u :::) .- ." Q) i 5 g- z2 Gi en 0- '> - C ~o Q) E E c a 0 0 oc... ."o~ 0-;'0 "li>.= ~ -." ~ ~ 0 c( Q)~c= -5 0 " ; -0 1- , 'll VI -0 ~ 2 c u ~2 ~..; -:::0-1-0- ~ Q) ".8 Q) :::)..0 CIt Q) ~ g., >- "'0 ~ .- 0 _ Ol"'E -0 Q) Q) ~ .u ~ ~ ~ ~5: ... VQ) "'0 o C~ ~ ~ uJl- 'l:': iG .;;; ~ :~ ~o_ U><o ,0 N >-1- ..0 -a Q) r-:.. - ... ~ co >- :::) 0...... e ~.'ER Q) CQ)_ ~ ~~b. in -"\- en ~ Q) -5 :::) o >- ~ C o ~ ..... -- ,. I / c_ .......I:~, c ct.. (.......- ,)'\ ./ 1 -tC /" t /~'IC.. l t L/ /] 'L" .! }/j~~ ~ I r ,( l At J.Jc--i-- P j'~fj^,,~J ... .., (' ,r (,':J.o \ .') ..,"\t" C,"\,,7 <-> II \ J',\)i.I .,', ' \ !,'" 'Y';1\\i"'(f'\ \ -i '\"'i' , i,.J-.J,..Jvv..>:J ~\../1-l-i'''''' ~ COMMONWEALTH OF PENNSYLVANIA REV,l162 EX(11,96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES I DEPT. 280601 HARRISBURG, PA 17128,0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX I I OFFICIAL RECEIPT i NO. CD 005601 I WilLIAMSON SHARON B 609 N GRANT STREET PALMYRA, PA 17078 ACN ASSESSMENT AMOUNT CONTROL NUMBER u______ fold ---------- -------- 101 I $7,740.94 ESTATE INFORMATION: SSN: 190-20-9630 I I I FILE NUMBER: 2103-0553 I I i DECEDENT NAME: WilLIAMSON ALFREDA l I DATE OF PAYMENT: 07/21/2005 I POSTMARK DATE: 07/1 8/2005 I I i COUNTY: CUMBERLAND I DATE OF DEATH: 04/22/2003 I I TOT Al AMOUNT PAID: $7,740.94 REMARKS: CHECK# 0209 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS BUREAU OF INDIVIDUAL'f1AXES ~ ~~ INHERITANCE TAX DIVISION . PO BOX 2B0601 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ('C APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05J "- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-19-2005 WILLIAMSON 04-22-2003 21 03-0553 CUMBERLAND 101 APPEAL DATE: 11-18-2005 ( See reverse side under Objections) Amount Remitted I ALFREDA L RALPH H WRIGHT 301 MARKET ST P.O. BOX 109 LEMOYNE PA 17043-0109 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9Y!_~~9~~_!~~~_~~~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_y~y~-~~~~~~~--~-------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WILLIAMSON ALFREDA L FILE NO. 21 03-0553 ACN 101 DATE 09-19-2005 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (l) 140,000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 44.543.19 credit to your account, 3. Closely Held Stock/Partnership Interest .00 submit the upper portion (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4.081.16 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) {n 13,803.30 S. Total Assets (S) 202,427.65 APPROVED DEDUCTIONS AND EXEMPTIONS: 9,454.61 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule l) (lO) 24.479.11 11. Total Deductions Ill) 33.933 77 12. Net Value of Tax Return (l2) 168,493.93 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (l3) .00 14. Net Value of Estete Subject to Tax (l4) 168,493.93 NOTE: IT an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will reTlect Tigures that include the total oT ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (l5) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (l6) 168,493.93 X 045 = 7,582.23 17. Amount of Line 14 at Sibling rate {In .00 X 12 - .00 IS. Amount of Line 14 taxable at Collateral/Class B rate (lS) .00 X 15 - .00 19. Principal Tax Due (l9)= 7,582.23 TAX CREDITS: nu ...on , KI:l,;I:.Lr. I+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07 18 2005 CD005600 158.71- 7,740.94 BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-19-2005 TOTAL TAX CREDIT 7,582.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. 334.92 TOTAL DUE 334.92 II IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Williamson, Alfreda L. REVIEWED BY ACN 2103-0553 101 Daniel Heck ITEM SCHEDULE NO. I 25 EXPLANATION OF CHANGES The deduction for real estate settlement costs is reduced from $9,525.92 to $3,225.92 as escrow for inheritance tax is not an allowable administrative expense. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG. PA 17128,0601 REV,l162 EX(11,96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WILLIAMSON SHARON B 609 N GRANT STREET PALMYRA, PA 17078 -------- fold ESTATE INFORMATION: SSN: 190-20-9630 FILE NUMBER: 2103-0553 DECEDENT NAME: WILLIAMSON ALFREDA L DATE OF PAYMENT: 11/14/2005 POSTMARK DATE: 11/10/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/22/2003 NO. CD 005998 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $334.92 I I I I I I I I TOTAL AMOUNT PAID: $334.92 REMARKS: JOHNSON DUFFIE ET AL CHECK# 1077 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS r- r- o ..-t ,-",:,~.~~.i___ _,_~____ '.j 11 :i \\J hl , .j \......... ~jdl '":> J <8 ~ ..) ~ f'(\ -< ~ '" g I '" ~ o -~-"" ' ,~' ,~ ~111 11 " i:\ ! li ell ~i R', ~I ~~ i S~I ~~~j --J\ '~i ~I -fi ~ ~I 0 ~i'" ~\ ic '\ I ... ,to Z n.J \ (" 0 n.J en r1"I :! [J'" ,rP =! ~ iE' ::i i C'- M 0 I _ 0 if;: - '" 0 If).J I ~ ... t?~ EM 0 00 ... c:1!~ .. U~ .5!g'" - C.- '" r1"I ... U. =c:..... 0 -l ;10 ct !;;~ L.I1 u.t:i"" .. "- OWl-- ii:;;:O 0 a:R 8 0 wti~ Z. 0 ~ 1-.>: ~ ... Zo.. I- <( _ r1"l (/Ja:<. 0 0 Wc>CC >- ::;: . . WZ~ OJ ::r"'....I ::;: - I-~g: 1i3dlf..AJ3~':'S JERRY R DUFFl] [{ICHAlW W STEWART C. HOY WEII)NER, [It EDMUND G, MYERS DAVID W DELuCE JOHN A. STATLEI\ JEFFEHSON J SHIPMAN RALPH H. WI\IGflT, /1\ MARK C. DUFrlE JOHN It NINOSKY MICHAEL' CASSlDY MELISSA PEEL GREEV!' ROBEI\T M. WALKER WADE D. MANLEY LAW OFFICES JOHNSON DUFFIE OF COUNSEL HORACE A. JOHNSON F LEE SHIPMAN BRUCE I GIWSS:V1AN' "admilted in NY only \\'IUTEh'~; E\T l\Jii. 114 L'i\IAI:, rllw,,"irl!\u'om June 18, 2005 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ~~2 RE: Estate of Alfreda L. Williamson Social Security No. 190-20-9630 Our File No. 14002-1 Your File No, 21-03-553 Dear Register: Enclosed please find Estate Check No. 1077 in the amount of $334.92 representing remaining tax due on the Estate of Alfreda Williamson based on the inheritance tax assessment received from the Department of Revenue (copy enclosed). Please time stamp the enclosed copy of this correspondence and return to us in the enclosed self-addressed stamped envelope. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, ~OHNSON' D FFIE, STEWART & WEIDNER .~ Dana L. seman Estate Administration Paralegal c: Sharon B. Williamson, Administrator :262783 1....-,) '" ':"::"'.""; ~-"", , 1 C-,) 50] MAI\KET STEEET PO. BOX ]Og LEMOYNE. PE~NSYLVANI;\ 17043,O!09 WWWfDSWCO]'v! 7J7.761.4540 FAX 717.7613015 MAIL@IDSvYCOM C) JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. 09-19-2005 WILLIAMSON 04-22-2003 21 03-0553 CUMBERLAND (-,', 101 \ \ \~W- APPEAL DATE: 11-1 S-2 5 J:::-. ( See reverse side under Objectio - / ,- Amount Remitted I I 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 .... REV:is47-EX-AFP-ioj:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ALFREDA L FILE NO. 21 03-0553 ACN 101 DATE 09-19-2005 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE BUREAUDF INDIVIDUAL TAXES ~~ERlTAItE TAX DIVISION ~. PO BOX 280601 ~ HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX C" ~P,PRASE~~r.. ALLOWANCE OR DISALLOWANCE " . ijJF ~EDJ.lCUONS AND ASSESSHENT OF TAX '-' i"\, '"c ;1 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN r :J'/ I L} [',I ":. 07 (": RALPH H WRIGHT 301 MARKET ST P.O. BOX 109 LEMOYNE (" ("\ PA 17043-0109 ESTATE OF WILLIAMSON REV-1547 EX AFP (06-05) ALFREDA L 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. Hortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) 140,000.00 44.543.19 .00 .00 4.081.16 .00 13,803.30 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9J UOJ 9,454.61 24.479.11 Ul) (2) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 202,427.65 33.933 72 168,493.93 .00 168,493.93 NOTE: I~ an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at LineallClass A rate (16) 17. Amount of Line 14 at Sibling rate (17J 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 168,493.93 X 045 = 7,582.23 .00 X 12 = .00 .00 X 15 = .00 U9J= 7,582.23 . ~, '_no . T-tT AMOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 07-18-2005 CD005600 158.71- 7,740.94 BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-19-2005 TOTAL TAX CREDIT 7,582.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. ~3,~-,-~2 TOTAL DUE '.. 334.92 .. . IF PAXD 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J ,('. REV-0 EX (6.88) t~' .. INHERITANCE TAX EXPLANATION OF CHANGES COMMOillWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER REVIEWED BY Williamson, Alfreda L. Daniel Heck ACN 2103-0553 101 ITEM SCHEDULE NO. 25 EXPLANATION OF CHANGES The deduction for real estate settlement costs is reduced from $9,525.92 to $3,225.92 as escrow for inheritance tax is not an allowable administrative expense. 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PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1607 EX AFP (03-05) r"~, f C'::1...... .. ,.." f) c J (Ii ,:. 00 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-12-2005 WILLIAMSON 04-22-2003 21 03-0553 CUMBERLANDI 101 Mount R...I ttlKl ALFREDA L RALPH H WRW""-' 301 MARKET '-51 P.O. BOX 109 LEMOYNE PA 17043-0109 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subMit the upper portion of this forM with your tax pBy..nt. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF WILLIAMSON ALFREDA L FILE NO. 21 03-0553 ACN 101 DATE 12-12-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-19-2005 PRINCIPAL TAX DUE: 7,582.23 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-18-2005 CD005600 158.71- 7,740.94 11-10-2005 CD005998 334.92- 334.92 TOTAL TAX CREDIT 7,582.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) G OF COUNSEL JOHNSON DUFFIE January 26, 2006 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Alfreda Williamson SSN: 190-20-9630 Date of Death: April 22,2003 Your File No. 2003-00553 Dear Register: Enclosed for filing please find the Status Report for the above referenced decedent. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER ,0, .i \ ('\ l..l\ "Ii~\')..\ l\/ fI\ IQ':I( J 1 ~....~ .~ }W\..Xj~L\;v~>v'--..,/ Dana L. Wieseman Estate Administration Paralegal c: Sharon Williamson, Administrator :267677 - ) "I" ~ , ,. .. ( - -;-.' ',.j ~ ' . ," . .~ 1 \l\!-U(FT ~::THL!_-r PO, n 1.1! \, '. \\\\\\II)S\\CO\I ;77h;: i\ JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. STATUS REPORT UNDER RULE 6.12 Name of Decedent: ALFREDA WILLIAMSON Date of Death: April 22. 2003 Will No. 2003-00553 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the Estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's Account is: c. parties of interest? Did the personal representative state an account informally to the Yes No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 26, 2006 ~~~ JOHNSON, DUFFIE, STEWART & WEIDNER 301 Market Street P.O. Box 109 Lemoyne, P A 17043 (717) 761-4540 Capacity: Personal Representative (x) Counsel for Personal Representative \ '.' 'i ~\ ~~ : ,~:~ . J~ Estate No.: 21-03-553 g~~~~ ~g~~TO~~~~~ OF (.. CUMBERLAND COUNTY,. PENNSYL VANIA 1",_"1 j'0 In Re: Estate of ALFREDA L. WILLIAMSON Late of HAMPDEN TOWNSHIP NO. 21-2003J53 !"') , ,-il (jl MOTION TO MAKE RULE ABSOLUTE AND NOW, this 21'1 day of June 2005, comes Diane M. Dils, Esquire, and respectfully avers the following: 1. Your Movant is Diane M. Dils, Esquire, whose office is located at 10 17 North Front Street, Harrisburg, Pennsylvania 17102. 2. Your Movant filed a Petition to Withdraw as Counsel in connection with the above-captioned action on May 12,2005. 3. On May 16,2005, your Honorable Court, the Honorable Edgar B. Bayley, entered a Rule returnable fifteen (15) days after service upon the Personal Representative, Sharon B. Williamson, to show cause why, if any, said Petition should not be granted. 4. Attached hereto and marked Exhibit "A" is the return receipt signed by John R. Worley, agent for Sharon B. Williamson, at the address of 609 North Grant Street, Palmyra, Pennsylvania 17078. Said mailing was received by John R. Worley on May 26, 2005. 5. Fifteen days have elapsed since the service of the Petition to Withdraw as Counsel and Rule. 6. No answer has been filed by the Personal Representative, Sharon B. Williamson. WHEREFORE, your Movant, Diane M. Dils, Esquire, respectfully prays your Honorable Court to grant this Motion making the Rule Absolute and permitting her to withdraw as counsel on behalf of the Estate of Alfreda L. Williamson, Respectfully submitted, BY: iane M. Dils, Esquire 1017 North Front Street Harrisburg, PA 17102 (717) 232-9724 I.D. No. 71873 . CclrnpInt"*,- 1.2. lII1d 3. Alec> complete , 118m 4 ff RestrlcIfd 0lII1very '- doeIred. . PrInt your ".",.Ind add_ on the__ 10 that -ClIII /9IUm the card to.you. . AIfach th'- card to ~ ~,ofth. mellplece!<!." or on the front ff 81*8 pemtll8. -.. 1.__10: DNa JiI; 4 i..J ,.'(# ',," ' '~~ ~ ..t{,.".....-'" /.pO? ~~.At'b P~~~'..u. PA - - ..' r - -) /70 7 F 3.~,.",. . & CertItIed Mall D Express Mall D Reg_ D Return ~ lor MeroI1andloe D lnourod Mall D C.O.D. 4. Rostrk:l8d Delivery? (EIdro Fee) D Yea ,. 7001 '11-40 0000 9827 13bO 2._~ m-w,""" ooMoo libel) P8 Form 3811. Februery 2004 DomIoIIo Return _pt 1C1l258C5-02oM-114O VERIFICA TION I verify that the statements made in this Motion to Make Rule Absolute are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. ~od~ Date: June 21, i2005 CERTIFICA TE OF SERVICE I, Diane M. Dils, Esquire, hereby certify that a true and correct copy of the within Motion to Make Rule Absolute has been served upon the following individual by first class, United States mail, postage prepaid, by depositing same at the post office in Harrisburg, Pennsylvania, on the 21 st day of June 2005, addressed as follows: Sharon B. Williamson 609 North Grant Street Palmyra, P A 17078 Respectfully submitted, BY.~N~ Diane M. Dils, Esquire 1017 North Front Street Harrisburg, PA 17102 (717) 232-9724 LD. No. 71873 Date: June 21, 2005 Iy , RECEIVED JUN 23 1005 ~'v~ In Re: Estate of ALFREDA L. WILLIAMSON ORPHANS' COURT DIVISION Late of HAMPDEN TOWNSHIP COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, Estate No.: 21-03-553 PENNSYLVANIA NO, 21-2003!s3 ORDER AND NOW, this ~J day ~ ' 2005, upon presentation and consideration of the within Motion to Make Rule Absolute, it is hereby ORDERED that said Motion is granted and Diane M. Dils, Esquire, is hereby witlij:lrawn as attorney for the Estate of Alfreda L. Williamson. >.- ./ BY THE .cOURT: / 1. LJ ( [ I <.. _,:J -, Lr> c~ : ,',::) <'-.I L \._- Distribution: Diane M. Dils, Esquire, 1017 North Front Street, Harrisburg, P f. 17102 Sharon B. Williamson, 609 North Grant Street, Palmyra, P A 17078 to/BID S ~ll...fj) CODlt:J 10 '. turne. lYlDIl5 I c::G , ~()~ B WlWAm(i)~ VU\- ~S ENV.~OJIN2f) bL1 A 1'1"1. Vb ~t