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Home My WebLink About04-0821 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mabel Mae Potteiger Date of Death: July 18. 2004 Estate File Number: 21-2004-821 To the Register of Wills of the County of Cumberland: I certify that Notice of 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 December 9, 2004: NAME ADDRESS Winifred Mae King Daniel E. Potteiger Georee E. King 405 Valley Road, Summerdale, PA, 17093 114 Ramseate Drive, Phoenixville, PA 19460 201 Fourth Street, Box 295, Summerdale, PA 17093 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Name of person filing this form: Address: Signature of Person f'ding this form Susan M. Harmon, Esq. One Belmont Ave., Suite 605 Bala Cvnwyd, PA 19004 Telephone: Attorney Number: Capacity Personal Represemative 610-668-5160 17844 X Counsel for Personal Representative PETITION FOR PROBATE and GRANT OF LETTERS of' ,01 b / 0,-/- 0 also known as To: " Register of Wills fqr the ~ Deceased. County of _~ c~/0q ~///O fftS~ in the Social Security No. ~ ~ /~J~ -,~/~ ~4~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut named in the last will of the above decedent, dated 19 and codicil(s) dated ' (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~3L'/~/~C.~ .//~/~ O/ h t~ last family_or principal residence at~ 5at0-6~ b/~Z z ~-/V ~5~-°unty' Pennsylvania, with (list street, number and muncipality) at Decendent, then ~Sz.~ ~ ye,a~ ~f~ ag.e., dif4J Z?J~ tS/ o~' _.,~ ,~1~ Except as follows, decedent did not marry, was not divorced and did n;t ~ave~a,child born or adopteci after execution of the will offered for probate; was not the victim of a killing ai~s nev 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: ~.ff ~k/-6'/~/ ~ ~)~)~ ~ ./ WHEREFORE, petitioner(s) respectfully re.q~.st(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ' theron. (testamentary; admirllstration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE COMMONWEAL,TH OF PENNSYLVANIA '1 COUNTY OF ( ~oroJ~e?.Jof) ~j . f ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well an)g truly administer the estate according to law. Sworn to or affi~.~ and subscribed before.me this~ ~6,' day of [ , 6/.o~u~-/~ ' o~ ., ~,>~a>' j--~~'. j~ C .~.//~~Reg'ter L Estate Of Mabel Mae Potteiqer , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated September 14, described therein be admitted to probate and Hied of record as the last will and Letters Testamentary are hereby granted to Winifred Mae I~inq FEES Probate, Letters, Etc .......... Short Certificates( ) .......... Renunciation ................ $ $. TOTAL , $. Filed fl~ 2004 in consideration of the petition on g/ster of Wi~ .~ Susan M. Harmon ~17844 AI~ORNEY (Sup. Ct. I.D. No.) One Belmont Ave, Suite ADD.SS Bala Cynwyd, PA 610-668-5160 19004 PHONE 605 105.905 This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. SecretaryCalvin B. of Johnson,Health M.D., M.P.H. ~...~.~ C'3~'StateCharleSRegistrarHardester CO~CTED IT~(S): 6 Mabel Mae Potteiger .Female 3. 201 -- 18 -- 3932 ,. July 18, 2004 CumBorland ~ast Ponnsboro 405 Valloy Rd. ~~~' ~ ~hite ,~wltcnboardOper. I olycllnlc HospJ 405 Valley Rd. Cumberland ~, ~.~ Summerdale, PA 17093 ~inifred ~ao K~n~ ~.~05 Vallo~ Rd. Sumerdale~ ~h 17093 ~ 2:44 ~ A, .. July 18, 2004 ~ ~ ~ . .tG~ST~ S~N~U~ ~ LAST WILL AND TESTAMENT OF MABEL MAE POTTEIGER I, MABEL MAE POTTEIGER, Widow woman, of Summerdale, .Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby re- voking any and all Wills and Codicils previously made by me at any time heretofore, specifically my Will dated June 20, 1952 and a Codicil dated March 10, 1959. FIRST: I hereby direct that my personal representa- and testamentary expenses as practicable. tive, hereinafter named, to pay all my just deb~, funeral soon after my dem~.~ as Ray ~ SECOND: Ail the rest, residue and remaind~ of'nY estate, I hereby give, devise and bequeath to be div~ed eq~lly to my three (3) children: WINIFRED MAE KING GEORGE EDWARD KING DANIEL EUGENE POTTEIGER subject to the following provisions: A. BE IT KNOWN that I hereby direct that my daughter, WINIFRED MAE KING, in consideration of her having lived with me for many years, shall have the right, although she will have a one-third (1/3d) interest in my residence known as 405 Valley Street, Summerdale, East Pennsoboro Town- ship, Cumberland County, Pennsylvania, to reside in that home by herself, until such time as she might marry or pass away. B. In the event, WINIFRED MAE KING, should marry, she shall be required to pay GEORGE and DANIEL their one-third (1/3d) shares within a year of her date of marriage by obtaining a mortgage at the then appraised value or selling .the house. Nothing herein shall preclude my three (3) children from selling the house prior to WINIFRED'S marriage or demise should they agree to do so. During the time WINIFRED might continue to reside in my home, by herself, she shall be responsible for all taxes, insurances, maintenance and utilities and shall be required to keep the premises in good condition. C. In the event that my son, GEORGE E. KING, should predecease me, his one-third (1/3d) share shall pass to his wife, JANET KING. In the event JANET KING has, also, pre- deceased me, GEORGE's one- third (1/3d) share shall pass equally to his four (4) children, per capita. D. If my son, DANIEL EUGENE POTTEIGER, should predecease me, his one-third (1/3d) share shall pass to his wife, DORIS SHERYLL POTTEIGER, a/k/a as SHERRY. Should DORIS SHERYLL POTTEIGER also predecease me, DANIEL EUGENE POTTEIGER's share shall pass equally to his two children, per capita. E. If my daughter, WINIFRED MAE KING, should predecease me, her one-third (1/3d) share shall go to her spouse, if she should marry; if not, it should be divided equally between my sons, GEORGE EDWARD KING and DANIEL EUGENE POTTEIGER, respectively, or if they predecease me, according to the provisions outlined above in Paragraph SECOND, A & B, above. THIRD: I hereby nominate, constitute and appoint my daughter, WINIFRED MAE KING, as Executrix of this my, Last Will and Testament. In the event that WINIFRED MAE KING should pre- decease me, fails to qualify, ceases to act, or for some reason is incapable of performing such task, I then nominate, constitute and appoint my son, GEORGE EDWARD ~NG, as alternate Executor of this my, Last Will and Testament. FOURTH: None of the abovenamed persons shall be re- quired to post bond or surety in this or any other jurisdiction .for faithful compliance of the office of Executor or Executrix. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my, Last Will and Testament, consisting of this and two (2) other typewritten pages, identified by my signature, dated this the ~day of ~~~ , 19 ~ MABEL MAE POTTEIG~ (SEAL) 'The preceding instrument consisting of this and two (2) other typewritten pages, identified by the signature of the Testatrix, MABEL MAE POTTEIGER, as and for her Last Will and Testament, and declared therein by the Testatrix, MABEL MAE POTTEIGER, in ~he presence of us, who at her request and in the presence of each other, have hereunto subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA ) SS.: COUNTY OF OA~'~%~...b~ ) I, MABEL MAE POTTEIGER, Testatrix, whose name is signed to the attached and foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my, Last Will and Testament, and that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. SWORN or AFFIRMED to and ACKNOWLEDGED before me, a notary publi~c, by the Tsstatrix, MABEL ~F~--POTTEIGER, this, the day of ~'~7~ ..... , 19 Notary Public My Commission Expires: COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ) ss.: - ,-/ ~',--~, the wITNESSES, whOse names are signed to the attached and Poregoing instrument, being duly qualified according to law, do depose and say that they were present and saw the Testatrix, MABEL MAE POTTEIGER, sign and execute the instrument as her Last Will; that MABEL MAE POTTEIGER signed it willingly; and that she executed it as her free and Voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, and of each Other, signed the Will as witnesses, and at the request of the Testatrix, and to the best of our knowledge 'and sight, the Testatrilx, MABEL MAE POTTEIGER, was at the time eighteen (18) or more years of age, of sound mind and under no constrain~ Or undue influence. SWORN or AFFIRMED to and SUBSCRIDED t~ before me, a notary public, ~.y ~he ~ITNESSES ~_//~'~ d,ld.'~d~ and ~,~,b;-oa~f~ ~~_~this, the /~ day Of ~d"~ , 19 ~j Notary Public My Commission Expires: Law Offices SUSAN M. HARMON The GSB Building One Belmont Avenue, Suite 605 Bala Cynwyd, PA 19004-1609 Telephone: (610) 668-5160 Fax: (610) 667-3706 Sent By Certified Mail Return Receipt Requested October 12, 2004 Register of Wills, Agent Register of Wills & Clerk of the Orphans' Court Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Re: MABEL MAE POTTEIGER, DECEASED FILE NO. 2'1-04-0821 DATE OF DEATH: 07/18104 Ladies and Gentlemen: Enclosed is a check in the amount of Four Thousand Dollars~$4,000.00) in prepayment on account of the Pennsylvania Inheritance Tax leSs 5% di_s~ount for the above-captioned estate. Please time-stamp and return the enclosed copyr~l' this~etter in the self-addressed stamped envelope provided. Also, please se~d your~ceipt fei' this payment to my attention. Very truly yours, Susan M. Harmon SMH/mk Enclosures cc: Winifred King, Executrix SUSAN M. HARMO~ RETURN RECEIPT REQUESTED 7004 0750 0002 6458 6756 BRLR CYNHYD , PR 19904 OCT 12,'04 oooo ~l. mC Register of Wills, Agent Register of Wills & Clerk of the O.~hans' Court Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 RETURN RECEIPT REQUESTED COMMONWEALTH OF PENNSYLVANJA DEPARTMENTOFREVENUE BUREAU OFINDIV}DUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004494 HARMON SUSAN M, ESQUIRE ONE BELMONT AVENUE SUITE 605 BALA CYNWYD, PA 19004 ........ fold ESTATE INFORMATION: SSN: 201-18-3932 FILE NUMBER: 2104-0821 DECEDENT NAME: POTTEIGER MABEL MAE DATE OF PAYMENT: 10/14/2004 POSTMARK DATE: 10/12/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/18/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I ~4,000.00 REMARKS: CHECK#810 "SEAL TOTAL AMOUNT PAID: $4,000.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS INFORMATION NOTICE AND TAXPAYER RESPONSE WINIFRED KING qOS VALLEY ST PO BOX 595 SUMMERDALE PA 17095-0595 FILE NO. 21 0~-0821 ACN OqlqOq59 DATE 10-2)-200q TYPE F ACCOUNT I~ CHECKING []CERTIF. TO: SE EST. OF MABEL M POTTEIGER S.S. NO. 201-18-3952 DATE OF DEATH 07-i8-200q COUNTY CUMBERLAND RENTT PAYHENT AND FORI REGISTER OF WILLS CUMBERLAND CO COURT HO[ CARLISLE, PA I7015 COMPLETE PART 1 BELOW x x x SEE REVERSE SZDE FOR FZLZNG AND PAYMENT ZNSTRUCTZO) Account No. 0201183952 Data 07-31-1981 EstabIished Account Balance 5,51q.91 Percent Taxable X 50.000 Amount Subject to Tax 1,757.q6 Tax Rate X .0~5 Potentia! Tax Due 79.09 PART TAXPAYER RESPONSE CHECK a discount or ovoid interest, or you may check box "A" and return this notice to the Regist PART If you indicate a different tax rate, please state your ] relationship to decadent: TAX RETURN - COMPUTATION OF TAX ON JOiNT/TRUST ACCOUNTS LINE 1. Date Established 2. Account Balance $. Percent Taxable ~. AMount Subject to Tax $. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART DATE PAID DEBTS AND DEDUCTZONS CLA'rMED PAYEE DESCRIPTION AMOUN TOTAL (Enter on Line 5 of Tax Colllputation) Under penalties of perjury, I declare that the facts I have reported above ara true, correct plete to the bast of m~ knowledge and belief. HOME ('~/'~) TAXPAYE SIGNATURE ~ TELEPHONE NUMBER PAID ~ATE RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 NO. CD 004 KING WINIFRED 405 VALLEY STREET SUMMERDALE, PA 17093 ESTATE INFORMATION: SSN: 201-183932 FILE NUMBER: 2104-0821 DECEDENT NAME: POTTEIGER MABEL MAE DATE OF PAYMENT: 11/05/2004 POSTMARK DATE: 11/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/18/2004 ACN ASSESSMENT CONTROL NUMBER AMOUN 04140459 $79.0 590 REMARKS: WM KING CHECK#814 SEAL TOTAL AMOUNT PAID: $79.0g INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAU( REGISTER OF WILLS REGISTER OF WILLS iH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 HARMON SUSAN M, ESQUIRE ONE BELMONT AVENUE SUITE 605 BALe% CYNWYD, PA 19004 RE: Estate of POTTEIGER MABEL MAE File Number: 2004-00821 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/17/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Personal Representative(s) Judge Sincerely, GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 KING WINIFRED 405 VALLEY STREET SUMMERDALE, PA 17093 RE: Estate of POTTEIGER MABEL MAE File Number: 2004-00821 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the ~uMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/17/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Counsel Judge Sincerely, GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court REV~i500EX(6-00) ~"o 23'S C(, _L..... \....'-__ ):::>c\ ~20L)' 00 i\Pb :.-:,'::) co "* REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER OFFICIAl USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 FILE NUMBER 21 04 0821 COUNTY CODE YEAR I- Z w C w () w C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) POTTEIGER MABEL MAE DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD- YEAR) 7/18/2004 5/29/1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REGISTER OF WillS SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER 201-18-3932 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W I- ::.::::!:oo U"'''' W"U ,,00 U"'-' ..lD .. .. 00, D4. oos D9 Decedent Died Testate (Attach copy of Vvlll) litigation Proceeds Received D 7, Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-951 D 11. Election to tax under See. 9113(A)(Attachsch OJ D 2. Supplemental Return D 4a. Future Interest Compromise {date of death after 12-12-82} D 3. Remainder Retum (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required Original Retum Limited Estate I- Z W C Z C .. U) w '" 0: o C) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MA.llING ADDRESS Susan M. Har.mon, Esq. FIRM NAME (If Applicable) One Belmont Ave., Suite 605 Ba1a Cynwyd, PA 19004 TELEPHONE NUMBER 610-668-5160 1. Real Estate (Schedule A) 110,400.00 0.00 0.00 0.00 0.00 (1) OFFICIAl USE ONLY 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Reeeivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z S. Jointly O....."ed Property (Schedule F) IS) 0 D Separate Billing Requested ;:: :5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ::) (Schedule G or L) l- ii: 8. Total Gross Assets (total Lines 1-7) <( () W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) D<: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Sdledule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 4,889.40 0.00 (8) 15,662.00 1,285.14 115,289.40 (11) 16,947.14 98,342.26 0.00 (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for v.tlich an election to tax has not been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIOOS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax 0.00 z rate, or transfers under Sec. 9116 (a)(1.2) 0 ;:: 1S. Amount of Line 14 taxable at lineal rate 98,342.25 .. I- ::> 0.00 .. 17. Amount of Line 14 taxable at sibling rate :; 0 0.00 U 18. Amount of Line 14 taxable at collateral rate X ... Tax Due I- 19. (14) 98,342.26 , .0 ~(15) , .0 ~11S) x.12 (17) x .15 (18) (19) 0.00 4,425.40 0.00 0.00 4,425.40 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 3W46451,OOQ v Decedent's Complete Address: STREET ADDRESS 405 Valley Road CITY I STATE I ZIP Summerda1e PA 17093- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 4,425.40 0.00 4,079.09 214.69 Total Credits (A + B + C) (2) 4,293.78 3. Interest/Penalty if applicable O. Interest E. Penalty 0.00 0.00 Total Interest/Penalty (0 + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 131.62 A. Enter the interest on the tax due. (SA) 0.00 (5B) 131.62 B. Enter the total of Line 5 + SA. This is Make AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D b. retain the right to designate who shall use the property transferred or its income; . D c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . D d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D ~ IF THE ANSWER TO ANY OF THE ABOYE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the personal representative is based on all information of which preparerhas any knowledge. SIGNAlURE OF PERSON !fK)NSIBLE F9R FILING RElURN //.. .j)/J AOORESS Winifred M. King SIGNATlRE OF PREPARER OTHER THAN REPRESENTATIVE Yes No ~ ~ ~ ~ 0:9 Q!I DATE 3 -/5-/J5 405 Valley Road, Sumrnerda1e PA 17093 DATE AOORESS One Belmont Ave., Suite 605 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99916 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9 9116 (a) (1,1) (ii)J 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 jf 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. 9 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. 9 9116(1.2) [72 P.S. g9116(a)(1)J. The tax rate imposed on the net value of transfers to Of for the use of the decedent's siblings is 12% (72 P.S. 9 9116{a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common 'Nith the decedent, whether by blood or adoption. 3W46461,OOO COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE REV.1502 EX+ (6-98) ESTATE OF FILE NUMBER MABEL MAE POTTEIGER 21-04-0821 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at >MIlch property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knOlNledge oflhe relevant fads. Real property which is jointfy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Residence 405"" Valley Road, Summerda1e, PA 17093 Value per appraisal, copy attached 110,400.00 3W46951,OOO TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 110,400.00 REV-1509EX+{6-98} COMMON'vVEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MABEL MAE POTTEIGER SCHEDULE F JOINTLY -OWNED PROPERTY FILE NUMBER 21-04-0821 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SLRVIVING JOINTTENANT{S) NAME A. King, Winifred Mae ADDRESS RELATIONSHIP TO DECEDENT 405 Val1ey Rd. Summerda1e. PA 17093 Daughter B. c. JOINTL V-OWNED PROPERTY: <aw< DATE CESCRIPTlON OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE W,ME OF FIw.N:IAL INSTITUTION AtCJ BAllI< ACCOLM DATE OF DEATH DECD'S VALUE OF N...MElER OR SIMILAR IDENTIFYING NJMBER ATTACH DEED FOR NUMBER ,,- JOINT .o1~Y.tB..DREALESTATE VALLE OF ASSET INTEREST DECEDENrSINTEREST 1. A. 1 A 12/31/1999 Pennsylvania State Employees Credit Union 3,514.91 50.000 1,757.46 2 A 12/30/1999 Sovereign Bank Account No. 2561002756 6,263.88 50.000 3,131.94 TOTAL (Also enter on line 6 Recaoitulation) $ 4,889.40 3W46AE 1.000 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONVVEAl TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MABEL MAE POTTEIGER Debts of decedent must be reported on Schedule I. FILE NUMBER 21-04-0821 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Sullivan Funeral Home, funeral services 5,948.00 Total from continuation pages 1,860.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Winifred M. King Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 405 Valley Road City Summerdale State PA Zip 17093 Year(s) Commission Paid: 2. Attorney Fees 3,250.00 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) 3,500.00 Claimant Winifred M. King Street Address 405 Valley Road City Summerdale State PA lip 17093 Relationship of Claimant to Decedent DAUGHTER 4. Probate Fees 213.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Preparation of Deed 100.00 2 Recorder of Deeds, filing fee 38.50 Total from continuation pages 752.50 TOTAL (Also enter on line 9, Recapitulation) $ 15,662.00 3W46AG1.000 (If more space is needed, insert additional sheets of the same size) Estate of: MABEL MAE POTTEIGER Item No. 2 3 4 5 6 7 Description Stone Church Cemetery, opening of grave Rev Tim Halbfoerster, gratuity for preacher Robert Etter, sexton R. J Romberger Memorials, tombstone base Long's Flower Shop, flowers Kevin Luzier, Sound System & Video Display for funeral Schedule H part 1 (Page 2) .Amount 640.00 100.00 25.00 895.00 150.00 50.00 Total (Carry forward to main schedule) 1,860.00 Estate of: MABEL MAE POTTEIGER Item No. 3 4 5 Description Travel expenses Postage & Stationery Estimated administration expenses until closing Schedule H part 2 (Page 3) Amount 47.50 55.00 650.00 Total (Carry forward to main schedule) 752.50 REV-1512 EX+ (6-98) CQMMON\IVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MABEL MAE POTTEIGER SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-04-0821 Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH East Pennsboro School District, real estate taxes 991. 77 2 Alicia D. Stein, Treasurer, real estate taxes 293.37 3W46AH 1.000 TOTAL (Also enter on line 10, Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 1,285.14 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONVVEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MABEL MAE POTTEIGER FILE NUMBER 21-04-0821 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee{s) AMOUNT OR SHARE OF ESTATE 1 Winifred Mae King 405 Valley Rd Summerda1e, PA 17093 33.333333% Residue: 32,780.75 Daughter 32,780.75 2 George E. King 201 Fourth St. Box 295 Summerda1e, PA 17093 33.333333% Residue: 32,780.75 Son 32,780.75 Total from continuation pages 32,780.75 ENnER 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 3W46A11.000 TOTAL OF PART 11- ENnER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space IS needed, insert additional sheets of the same size) $ 0.00 Schedule J part 1 (Page 2) Estate of: MABEL MAE POTTEIGER Item No. Description Relation Amount 3 Daniel E. Potteiger 114 Ramsgate Drive Phoenixville, PA 19460 33.333333% Residue: 32,780.75 Son 32,780.75 Total (Carry forward to main schedule) 32,780.75 - ~'~~'"", . -- RfM~ . j?1 . _ ......."""""",""'"."'".jf -~""""""" ,~ .!In This analysis has not been performed in accordance with the Uniform Standards of Professtonal Appraisal Practice which require valuers toactasunbias~,. _ disinterested third parties with impartiality, objectivity and independence and without accommodation of personal interest. It ts not to be construed as an appraisal and may not be used as such for any purpose. @ 2004 RElMAX Intemational. Inc. All rights reserved. Each Office Independently Owned and Operated. ~ Rfi 1 .~~ Outstanding Agent~ Outstanding Results. sm 405 Valley Rd. Real Estate Services Proposal Prepared Especially for: Winnie King 405 Valley Rd. Summerdale, PA 17093 Prepared by: Integrity Home Sales Team Michelle Sneidman, CSP 3425 Market St. Camp Hill, PA 17011 Office: 717-761-6300 Office Fax: 717-761-1455 . Dir'ect Dial: 717~441-5618 Cellular: 717-439-6531 Email: michelle.sneidman@remax.net October 1, 2004 RfIM~' ~m ~T\,NTY l!fAITOIi' ..~ _'Rf/M~ . . 1 ,~\ , ':.;0' ~~.,...,.", ""' n~_ Pri,ch"gGu]d'el~nles Perhaps the most challenging aspect of selling a home is listing it at the correct price. It's one of several areas where the assistance of a skilled real estate agent can more than pay for itself. Too high can be as bad as too low If the listing price is too high, you'll miss out on a percentage of buyers looking in the price range where your home should be. This is the flaw in thinking that you'll always have the opportunity to accept a lower offer. Chances are the offers won't even come in, because the buyers who would be most interested in your home have been scared off by the price and aren't even taking the time to look. By the time the price is corrected, you've already lost exposure to a large group of potential buyers. The listing price becomes even trickier to set when prices are quickly rising or falling. It's critical to be aware of where and how fast the market is moving - both when setting the price and when negotiating an offer. Again, an experienced, well-trained agent is always in touch with market trends - often even to a greater extent than appraisers, who typically focus on what a property is worth if sold as-is, right now. Asking Price Percentage of Buyers -15% . ~\ , ~, '%~"'. ~ ". ~ ri J; f~ " . P/~". ,'t,. ~1.' ' "". +90% ", Market Value .1'. Agent education, experience critical When working with a real estate agent, it's critical that you have full confidence in that agent's experience and education. A skilled, knowledgeable agent should be able to explain to you exactly why your home needs to be priced at a certain level - compared to recent listings and sales of homes similar to yours. Experienced agents also know exactly what the current pool of buyers are looking for in relation to particular styles and price ranges of properties. A skilled agent can recommend changes that will enhance the salability of your home, thus increasing the price - and/or decreasing the length of time before a sale. Little touches can generate big returns Some of these changes may be cosmetic, involving literally no expense on your part. It might be as simple as moving out some of your furniture and adjusting window coverings to best display desirable qualities of the home. Other changes might demand an investment, but the cost will likely more than pay for itself in the final sales price or timeliness of the sale. It's critical to keep all these aspects of pricing in mind, regardless of whom you choose to list your home. '~ .. '1. ,~~ Integrity Home Sales Team Office: 717M761-630Q Office Fax: 717-761-1455 Direct Dial: 717-441-5618 Cellular: 717-439-6531 Email: michelle.sneidman@remax.net ~ RiM~' ~"'"'- RfilMJ!( . PTlidng Your Home Not only will you miss prospective buyers by overpricing your home, but you will affect how long your home will remain on the market and what the eventual selling price will be. Activity versus Timing Timing is extremely important in the real estate market. A property attracts the most interest and excitement from the real estate community and potential buyers when it is first listed. Therefore, it has the highest chance of a sale when it is new on the market. Setting a realistic price from the beginning will help take advantage of this initial period, and increase the chance of a timely sale. o 1234567 Weeks on the Market 8 An experienced agent who knows the market and the marketing process can help you determine the market value of your home. Thereby giving you the best chance of quickly and smoothly selling your home. "" .,% .... .,... .,", -10% L9Sthan <lto12 11loJ4 Monrl""" 4 _... -.kJ ......., 24 w..u Average percentage difference between the Selling and Listing Price by the length of time on the market. Timing versus Selling Price When a home is overpriced at the start, it misses what can be the most critical time period in selling a home - the first weeks after it's listed. Once this period is passed and little traffic is generated at the initial price level, it becomes necessary to seek a lower listing price. Depending on market conditions this cycle may repeat several times before a sale is made. Resulting in an eventual sale price that is well below the initial listing price, and possibly lower than the market value for your home. Determining Your Home's Market Value A comprehensive market analysis is essential to determine the value of residential property. location and characteristics of the property are the key elements in determining value, therefore the basis for valuation is similar properties in your area. The market analysis takes into account the amount received from recent sales of comparable properties and the quantity and quality of comparable properties currently on the market. The desired end result, of course, is to find a price that will attract a willing and able buyer in a reasonable time. Once the value of your home has been determined, you can decide on an offering price that will achieve your goals. Generally, the price should not exceed the value by more than 5% or potential buyers may not even make offers. .~ Integrity Home Sales Team Office: 717-761-6300 Office Fax: 717-76"'455 Direct Dial: 717-441-5618 Cellular: 717-439-6531 Email: michelle.sneidman@remax.net ... l1 .... " .,... ~ ~~, r""""''''''''' .~"R&M~' -, ='"~"', - ~- ~J.:m ~SUbleC1: Property Profile for I ~-, I "1 'Q' 4J,)~ v,altey j\CJ~ We have identified the following features of your home to aid us in the search for properties that are comparable to yours. This will help us to determine proper pricing for your home. City: Summerdale Municipality: East Pennsboro Acres: .17 Year Built: 1928 Bedrooms: 3 Full Baths: 1 Half Baths: 1 Abv Grd SF: 1248 Style: 2-story Exterior: Vinyl Construction: Frame Heating: Oil steam Heating: Cooling: window units Fireplaces: no Parking: 1-car detached garag Parking: Off-street parking Ext Feat: Landscaping Ext Feat: Ext Feat: Ext Feat: Amenity: Park Amenity: Shopping Basement: Full, partially fini Basement: Other Room: Back screened-in por Other Room: Front screened-in po . Integrity Home Sales Team Office: 717-761-6300 Office Fax: 717-761-1455 Direct Dia/: 717-441-5618 Cellular: 717-439-6531 Email: michelle.sneidman@remax.net RfDH~' - M '. -'- ': :~ ~-~ RiM~ " '] ':) . ... Comparab~ie Properti'es I .. , , ,'t',_ " J, ! " 'L ,~2c=.r~~']1/ 438 Second Street List Price: $89,900 Sold Price: $89,900 DaM: 47 List$ SqFt: $66.59 Sold$ SqFt: $66.59 Munic: East pennsboro Year Built: 1900 Acres: Prkng: Off Str Parking Bedrooms: 3 SqFt: 1350 Prkng: FuJI Baths: 2 Style: 3 Story Bsmnt: Exposed/Walkout Half Baths; Ext: Aluminum Exter: Out Buildings Heat: Forced Air Canst: Frame Exter: Inground Pool Cool: Central Air Oth Rm: Laundry Room Amen: Fireplaces: Oth Rm: Amen: Remarks: Nice 3 Possible 4 Sr W/tn Ground Pool Picinic Pavilion & Partially Finished Lowerlevel, Central Air, Gas Heat Plus Off Street Parking For (3) Cars. Quite Little Community Near River But Above Flood Plain. Possible 4Th Bdrm Is 3Rd Floor. Covered Front Porch. All Appliances Included In Sale, 1 St Floor laundry. Recently Sold 548 N Enola Drive UstPrice: $104,900 Sold Price: $104,900 DOM: 60 List$ SqFt: $65.56 Sold$ SqFt: $65.56 Munic: East Pennsboro Year Built: 1953 Acres: Prkng: 1 Car Garage Bedrooms: 3 SqFt: 1600 Prlcng: FullBaths: 2 Style: 1 Story Bsmnt: Haff Baths: Ext: Aluminum Exter: Covered Patio Heat: Forced Air Const: Frame Exter: Porch Cool: Central Air Oth Rm: laundry Room Amen: Fireplaces: 1 Oth Rm: Amen: Remarks: Ranch In Convenient louis Park location. 1 St Floor Family Room With Fireplace& Wet Bar. 2 Full Baths. Detached 1 Car Garage W/Opener. Appliances As Existing Include Refrigerator, Range, Dishwasher, Washer & Dryer. Recently Sold 109 Valley Rd UstPrice: $108,900 Sold Price: $108,900 OOM: 37 Ust$ SqFt: $92.60 Sold$ SqFt: $92.60 Munlc: East Pennsboro Year Built: 1951 Acres: 0.15 Prkng: Off Str Parking Bedrooms: 3 SqFt: 1176 Prkng: FullBaths: 1 Style: 1.5 Story Bsmnt: ExposedlWalkout Haff Baths: Ext: Vinyl Exter: Porch Heat: Forced Air Const: Frame Exter: Cool: Central Air Oth Rm: Office/Comp RoorUtomen: Fireplaces: Oth Rm: Amen: Remarks: Cute Cape Cod On A Generous Corner lot Makes Perfect 1St Home. Remodeled KitchenAnd Bath. Replacement Windows On 2Nd Floor. New Roof In '95.- Furnace In '94-AndCentraHn-'o-2.- '12X16-Ded< Off Kitchen.'FuIl-Wali<--Ollt Basement. Partial Fenced Rear Yard Is Perfect For Kids Or Pets. Off Street Parking. Integrity Home Sales Team Office: 717-761-6300 Office Fax: 717-761-1455 Direct Dia/: 717-441-5618 Cellular: 717-439-6531 Emal1: michelle.sneidman@remax.net ~ RFIM~' ,("",,- jhl; ~.. T, , ',-, Comp,arabl,e Properties ~, I . i, I I r.-_ iF t~~ ;.~' . ,12':2;-;[/)/ ':cic' 7 Hig-h Street UstPrice: $110,000 Sold Price: $111,000 DOM: 43 Ust$ sqFt: $89.87 sold$ sqFt: $90.69 Munic: East Pennsboro Year Built: 1944 Acres: 0.25 Prkng: 1 Car Carport Bedrooms: 4 SqFt: 1224 Prkng: 1 Car Garage full Baths: 1 Style: 2 Story Bsmnt: Exterior Access Half Baths: 1 Ext: Aluminum Exter: Porch Heat: Forced Air Canst: Frame Exter: Cool: Wall Units Oth Rm: Family Room Amen: Library Fireplaces: Oth Rm: Amen: Park Remarks: Terrific Starter Home! 4 Br, 1.5 Bath, Cape Cod With 1-Car Garage, Carport & WorkshopClose To Municipal Bldg, Playground, & Library. Home Has Nice level Yard, 19. living Room, Hardwood Under Carpet & Full Basement With Rec Room. Needs Some Tlc--But 15 A Great Buyl Recently Sold 908 Valley Street UstPrice: $149,500 Sold Price: $137,000 DOM: 83 Ust$ sqFt: $70.92 sold$ sqFt: $64.99 Munic: East Pennsboro Year Built: 1953 Acres: 0.46 Prkng: 2 Car Garage Bedrooms: 4 sqFt: 2108 Prkng: Attached full Baths: 2 Style: 2 Story 8smnt: Concrete Floor Haff Baths: 1 Ext: Aluminum Exter: Deck Heat: Forced Air Canst: Frame Exter: Covered Patio Cool: Central Air Oth Rm: Family Room Amen: Fireplaces: Oth Rm: laundry Room Amen: Remarks: Great location For This 3 Or 4 Bedroom Home. large Room With Bath On Second FloorCould Be Used For Family Room Or 4Th Bedroom. Gas Fireplace, Two Car Garage, Screened-In Porch, Finished Basement, House Is In Great Shape But Could Use Some Updates. Large lot. Newer Roof, Centra Air. '" l1, ,; ij Integrity Home Sales Team Office: 717-761-6300 Office Fax: 717-761-1455 Direct Dial: 717-441-5618 Cellular: 717-439-6531 Email: micheIJe.sneidman@remax.net R&'M~~ .. l......."....".. " ".....: RftJI1~ . . Pricin'9 Your Property to Sell Pricing your property correctly is crucial. You want to sell your property in a timely manner at the highest price possible. Current market conditions determine the value. Pricing too high or too low can cost you time and money. Realistic pricing will achieve a maxImum sale price in a reasonable amount of time. Analysis of the comparable properties suggests a list price range of: $107,100 to $113,700 .,. Integrity Home Sales Team Office: 717-761-6300 Office Fax: 717-761-1455 Direct Dial: 717-441-5618 Cellular: 717-439-6531 EmaiJ: michelle.sneidman@remax.net R61M~~ ... H, ''''' . ~ l'_~_ . .'""','7.T7'5;:,~~;;,.':~;f~:'~;'~~:!!'{~!/.'~f=~':,l>;'<~,~~~?;~7,: REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS , ..'+'i'~'''''''''. .' ;ft_~'~, " j. "';, >, ;....~" ~ .~./,...., ~". It. ~~ a~"'U....,..._/ ."~ .., ,', '.', ::':i,.: ...v... ,0;; _........~ ~,...".-* ..'0: ":. ',..,~~-- '- -."'::,:. i ,:./ "'<li\ ":.;..v; ..- ;-.. l.~ ~, :~_ .. '. ... "".: .. .. -.,/' r.:;;::: '. ,'~ ...~, . ......... '., -.-...."" " .. "'.....j........'""-" II, .. a " ~ ...... N . 'i'\4 No. 2004-00821 PA No. 21-04-0821 Estate Of: POTTEIGER MABEL MAE (Last, First, Middle! Late Of: EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 201-18-3932 WHEREAS, on the 7th day of September 2004 an instrument dated September 14th 1985 was admitted to probate as the last will of POTTEIGER MABEL MAE (Lasr. FirSI, Middle! late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 18th day of July 2004 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH Register of wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: KING WINIFRED who has duly qualified as EXECUTORIRIX) and has agreed to administer the estate according to law, all of which fully appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 7th day of September 2004. * *NOTE* * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) _.. "W",,, . '':iii\~~~~ :r..el:ioi!.\';!".i ._~;/',,>Ji~..x... \.'!:~~\:C;t~<:.i,~'i 1~ ".L~!ii1.1f,A:1W.. ...:i ..: l'l ro ~ :,.. .;:- 10a~VIEW,tJlto ~P~'7~!S PHON" (7,t7'~'73~.3!1!52 LAST WILL AND TESTAMENT OF MABEL MAE POTTEIGER I, MABEL MAE POTTEIGER, Widow woman, of Summerdale, ,Cumberland County, Pennsylvania, being of sound and disposing .'mind, memory and understanding, do hereby make, publish and , ;ideclare this to be my Last Will and Testament, hereby ;j " ;1 . pvoking any and all Wills and Codicils previously made ILe at any time heretofore, specifically my Will dated " I' ~June 20, 1952 and a Codicil " " H U re- by dated March 10, 1959. FIRST: I hereby direct that my personal representa- il :itive, hereinafter named, to pay all my just debts, :funeral " !, iland testamentary expenses as soon after my demise as may be ,. ;i ;, 1:practicable. Ii .' " 11 i1 " ~estate, I hereby give, devise and bequeath to be divided equally q Ii iito my three (3) il i: Ii " \: 11 !jsubject to the following provisions: SECOND: ' All t'he rest, residue and remainder of my children: WINIFRED MAE KING GEORGE EDWARD DANIEL EUGENE KING POTTEIGER If A. BE IT KNOWN that I hereby direct that my ii i! " " l:daughter, WINIFRED MAE KING, in consideration of her having H i! !, Ii ved with me for many years, shall have the right , although II ~she will have a one-third (1/3d) interest in my residence " ':1 known as 405 Valley Street, Summerdale, East Pennsoboro Town- iship, Cumberland County, Pennsylvania, to reside in that home H <( r>1 Ul ~ ~ ->i>:l ~~ f'd:: ~o p.. !' "..- 1 ; , ( by herself, until such time as she might marry or pass away. B. In the event, WINIFRED MAE KING, should .marry, she shall be required to pay GEORGE and DANIEL their , .~ne-third (1/3d) shares within a year of her date of marriage '~y obtaining a mortgage at the then appraised value or selling :t ~he house. Nothing herein shall preclude my three (3) children H 0from selling the house prior to WINIFRED'S marriage or demise ., ., iishould they agree to do so. :! ;\ n During the time WINIFRED might continue to i: !i fireside in my home, by herself, she shall be responsible for all , ;; :<taxes, insurances, maintenance and utilities and shall be required f', ~to keep the premises in good condition. " '\ " , c. In the event that my son, GEORGE E. KING, ;i i, !:should predecease me, his 'one-third (1/3d) share shall pass to \, " nhis wife, JANET KING. :! In the event ..JANET KING has, also, pre- ~deceased me, GEORGE's one- third (1/3d) share shall pass equally ;i :'( ,!to his four (4) children, per capita. 'I ; ~ D. If my son, DANIEL EUGENE POTTEIGER, should ~ ; q "predecease me, his one-third (1/3d) share shall pass to his if ~wife, DORIS SHERYLL POTTEIGER, a/k/a as SHERRY. lSHERYLL POTTEIGER also predecease me, DANIEL EUGENE POTTEIGER's Should DORIS H i!share shall pass equally to his two children, per capita. .. ;:, E. Irmy daughter ,WINIFRED MAE KING, should predecease me, her one-third (1/3d) share shall go to her spouse, if she should marry; if not, it should be divided equally between my sons, GEORGE EDWARD KING and DANIEL EUGENE POTTEIGER, respectively, or if they predecease me, according . 'to the provisions outlined above in Paragraph SECOND, A & B, :'a.bove.. " , THIRD: I hereby nominate, constitute and appoint my 'tlaughter, WINIFRED MAE KING, as Executrix of this my, Last Will it irnd Testament. In the event that WINIFRED MAE KING should pre~ :1 ;~ecease me, fails to qualify, ceases to act, or for some reason " ., ' ;/ ;~s incapable'of performing such task, I then nominate, constitute ij l~nd appoint my son, GEORGE EDWARD KING, as alternate Executor iI " iFf this my, Last Will and Testament. Ij " FOURTH: None of the abovenamed persons shall be re- " ,; :huired to post bond or surety in this or any other jurisdiction I :; itor faithful compliance of the office of Executor or Executrix. "1 IN WITNESS WHEREOF, I hereunto set my hand and seal to this (I ]; iny, it " Last Will and Testament, consisting of this and tvo (2) 'j bther typewritten pages, identified by my signature, dated this ~ I :~he )'-!'JrAday of. ~ ' 19 [( ~- '; :1 " i .1 ~ ~ :1 11 '! wdx) miU- ;P~~/A- MABEL MAE POTTEIG (SEAL) :! ~he preceding instrument consisting of this and tvo (2) other ;typevritten pages, identified by the signature of the Testatrix, , ;~ABEL MAE POTTEIGER, as and for her Last Will and Testament, 'and declare.d therein by the Testatrix" MABEL MAE POTTEIGER, in the presence of us, vho at her request and in the presence of each ibther, have hereunto subscribed our "names as witnesses. hereto. -I,. I)' 1"" -,L/ ~~L.-,..~~/7u"'-/j,--<'L RESIDING AT l/'~ /(/ / (/ . 1:1,( p"" ~/:' I '/iL!-i./>../'-....--, RESIDING AT (//) ~U~?nR~~_. It- )v~~{ Ib / I I I I , i I I I I I i i I , COUNTY OF ." .~- ~ '" cz ~V\ \Oc'---~ .~ ) ) ss.: ) COMMONWEALTH OF PENNSYLVANIA I, MABEL MAE POTTEIGER, Testatrix, whose name is signed to the attached and foregoing instrument, having been duly qualified according to law, do hereby acknowledge thaL I signed and executed the instrument as my, Last Will and Testament, and that , ,I signed it willingly; and that I signed it as my free and voluntar~ act for the purposes therein expressed. : " SWORN or AFFIRMED to :'publi,c, by the Te.statrix, '. 1'(- day of ~j-- and ACKNOWLEDGED before me, a notary MABEL ~~~OTTErGER, this, the , 19 :s . .' C'\ 1i.ff;;7 /"L\ <..;::: \\::Jr:.., ,_lUJ. . 0. "-.. , Notary Public ! np"F;,~,:e n FV!':~,! ~~~:}:~~~v F'n:.:C 1 EAfJ1 Pf~:.\::,<':'~' 'C:;.;~: i ,'My Commission Expires: ','.'. r...'. .,,".'., c'Y:">',"" .p"'TY I, - -",.-.,''''''-' .! : ~rH'2~lJf, i:::.t';:~,_~l""",~:; t,~';(';:.:;.;i'::;;:;' ;;;'l~,"l'\$ j .*******************************************************************~ " J \ \ i I , i COMMONWEALTH OF PENNSYLVANIA ) ;COUNTY OF CU'>1,sc;/uA.,..,0 .)) ss.: '1W. . /'\. . ,...~ WE, cS7/cJ l."c<..,:,:J and t.Jt"",h.~C I ~ the WITNESSES, whose names are signed to the attached and oregoing instrument, being duly qualified according to law, do depose and say that they were present and saw the Testatrix, MABEL MAE POTTEIGER, sign and execute the instrument as her Last Will; that MABEL MAE POTTEIGER signed it willingly; and that she executed it as her free and voluntary act for the purposes therein expressed; I that each of us in the hearing and sight of the Testatrix, and of I each other, signed the Will as Witnesses, and at the request of th~ ,Testatrix, and to the best of our knowledge and sight, the Testatril ,'MABEL MAE POTTEIGER, was at the time eighteen (18) or more years , :; of age, of sound mind and under no constraint or undue influence. ! SWORN or AFFIRMED to and SUBSCRIBED to be~ore me, a notary pub;Lic, by the)HTNESSES 271-=.) Cc,.e,.,; and C_,;,.Ji":I'vL"..{ 'k;~4-"-~_this, the --.L:::L day of .s:'y9i-- f.....'......... / ) ('" t____+\.. ; "1_ fL). L1 '_'__.. _jC1..L.".-b.-...-- r /-- ~\......."-tf_~"__.._ , 19 SJ Notary Public My Commission Expires: [::~c' H,:r,' ..J~, _ ," ~ i ~~ l". '. ,. , .......,'..... . , 1. ._ .,. ,- -~ Register of ",VilIs of Cumberland County, Pennsyivanla INVENTORY :"'-::::1. of Mabel Mae Potteiger uu,No_. 21-04-0821 Co >=wn "" Dllie cri Domh 07 1181 2004 , De;:,&""~ Scd:aJ S=..rrity No. 201-18-3932 Winifred M. King Personal Rspresentative(.) of lh. alxove Estat., ci&::aas~, ,erify thal the hams ~aring in thelollowin;llnvam:,ry i:;:luda all of the ~rscnal ","set. wherever situa\; end an of tha rllS] 8stal. in the Commonwealth cri P.nnsylvanill. of said De=dent. that the valuation placed opposite eaoh ~am or eak! lrtllentol)' repr8sents lb tair value u of tha eaia of the D.esdenr. doath, and that Dacedent owned no !'SOli .stat. oL~sid. ol the C.:lmmonweelth of P.nnsylvani.. n::ept that wh\:h appears in a memorandum El th.end of this Inventory. I Nle v.rify ths:t. the statement.. m,.,;e ',n thi:s lnvenlorl are tru. and o:mQC\. WI. understand that tOlls. stat.ments herein an made subjoc \0 th. penalti".. of ,S Pa. C.S. Sedien 4904 ",latin. \0 unsworn ialsiiication to a\.~horiti.... Attomay: Susan M. Harmon, Esquire rlX LD. No.: 17844 AddrQs,::: One Belmont Avenue, Suite 605 Da:1~ 3-/5'-- cYS- Ba1a Cynwyd, PA 19004-1609 . Talef"""": (610) 668-5160 Descriptlon Value Residence 405 Valley Road Summerdale, PA 17093 110,400.00 (t.r:.a=h Ecdiii.:Jr.ai snG€:.r if ne-:::.E=-=':::ry) iotJ:::: 110,400.00 NOT::': The Memo~an.dum o( real eS';.4~a outsid.e tile Comm::nwealt."i of Pennsyl'l/B..'1iJ:. may, .a:.t ,t.1.)Ei eiectio:'l o( tt";e pe:r..o1'"i..fol r1l';::re-=.&r.~tiYS, il"'ld~ tis value of ~&:::-. iblm, 'cut t~ r.-;lure: ;}},uld not b-e extan&: ir.=o tie t:::~ of:"li: 1~"1lI~. J- F~ tP('oH.7 "_. Fn-::....:.rr.:; b::' tic; P~r::"'..:::)'iv::....li.t:. s..:.r A:..1c=.c:::-: ,~:-: Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 258 3/17/2005 MABEL MAE POTTEIGER 21-2004-0821 SUSAN M HARMON, ESQ. ONE BELMONT AVE" SUITE 605 JA BALA CYNWYD, P A 19004 Qty 1 Fee Description Additional Probate Fee Total 35.00 $35.00 Total: $35.00 C1tecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. Law Offices SUSAN M. HARMON The GSB Building One Belmont Avenue, Suite 605 Bala Cynwyd, PA 19004-1609 Telephone: (610) 668-5160 Fax: (610) 667-3706 Email: SHarmon992@aol.com ",.,'1 SENT VIA CERTIFIED MAIL RETURN RECEIPT REQUESTED March 15, 2005 ()', Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Mabel Mae Potteiger, Deceased Soc. Sec. #201-18-3932 Resident of Cumberland County File No. 21-04-0821 Date of Death 07/18/2004 Ladies and Gentlemen: We wish to file the enclosed Pennsylvania Inheritance Tax Return, in duplicate, showing $131.62 in tax due. We also wish to file the enclosed Inventory in duplicate. Also enclosed is a copy of the Will of Mabel Mae Potteiger dated 9/14/85. Please acknowledge receipt of the above on the enclosed copy of this letter and return it to me in the self addressed stamped envelope provided. If you have any questions or comments in this matter, please feel free to contact me. Thank you. Very truly yours, -~~~1t. Susan M. Harmon SMH/lc Enclosures cc: Winifred King, Executrix COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HARMON SUSAN M, ESQUIRE ONE BELMONT AVENUE SUITE 605 BAlA CYNWYD, PA 19004 -------- fold ESTATE INFORMATION: SSN: 201-18-3932 FILE NUMBER: 2104-0821 DECEDENT NAME: POTTEIGER MABEL MAE DATE OF PAYMENT: 03/16/2005 POSTMARK DATE: 03/15/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/18/2004 NO. CD 005065 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $131.62 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 850 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $131.62 GLENDA FARNER STRASBAUGH REGISTER OF WillS ~ ~~:o~ - ; .'/'2 .. r'-' ~~~:n ~ '" "'" o~~m ... f::u> " ~ !"'" C Q::I .., . ,. ~ ... ~ .... ~ ... ~ ... If' \ - ., 0 Q::I (J\ U1 0 0 I:) 0 U' r U1 0 0 ~~ 0 'io ~ ~ ~ .~ ~ '0..:, .", t3 ~ 0'" ~~ . S ~ m '-'\ ~ :: ~ ~. \? ~ B> }..> ~ ~ CP ro, ~ in ~ \\ ;:" ___._._,._.~._______-----L....-...-._._. -".'. V1-;'<I" sctt gt;;Jl'i r \... .... , x - ~'J-;='; ::::"'-0.." rt: V\~ - Q. " Z; " ~ = -" '" 0 '" '->> b '-" 'D V, 9-> --.J CJ I CJ C lo-' CJ L w nf-'n~ I ru Pi 0 ro CJ >i n <0 cQ a !--' 0 ri 1-'- CJ ..... <0 rt Ul 0Q; CJ Ul>i::Trt CJ f-'rtoro r-; w ro::T<o >i o ro -- tr <0 0 CJ '"OUl t-h --.J ~ro -<= :E: f-'Ul ..... w -'..0 f-' --.J O. f-' lo-' f--' Ul -<= w I w w 00 -' o o o o HIJ " " o~ " " ~ ~ U ~::: ... o w -~ /.'->....1 illr'f I , ; ~ 0' -,I :3~ RlC"1 .... :3'" -;'C"1 o w :z c:: " en . ::c::o z (/) ::J: -0""0' O_-.Jr::c c::UlQ::c.....""o z. N. DO -4 'Ul""o (/) o " -< U1 " '" en ,'.;::.... " ij:,::t" 11m _ '" - - ~,..=-- ---y;- -- L___' "-'''''''''''''- 0----- ~ ,'" ",} , -""'''':''' ""'''-,''-..,. -....._,,~,.,'~, ~.- ----- Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 258 3/17/2005 MABEL MAE POTTEIGER 21-2004-0821 SUSANM HARMON, ESQ. ONE BELMONT AVE., SUITE 605 JA BALA CYNWYD, PA 19004 Qty 1 Fee Description Additional Probate Fee Total 35.00 $35.00 Total: $35.00 ~ ~C\ c.v.~ ~ Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '*' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1541 EX AFP 112-041 WINIFRED 405 VALLEY PO BOX 395 SUMMERDALE KING ST DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-04-2005 POTTEIGER 07-18-2004 21 04-0821 CUMBERLAND 201-18-3932 04140459 Mount Relli tt.d MABEL M PA 17093-0395 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 ~ RE-v=is4-i-Ex--AFP--roi-:031------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 04-04-2005 ESTATE OF POTTEIGER MABEL M DATE OF DEATH 07-18-2004 COUNTY CUMBERLAND FILE NO. 21 04-0821 TAX RETURN WAS: S.S/D.C. NO. 201-18-3932 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04140459 FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 0201183932 TYPE OF ACCOUNT: DATE ESTABLISHED ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 07-31-1981 X 3,514.91 0.500 1,757.46 .00 1, 757.46 .45 79.09 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMEf THE UPPER PORnO~ OF Tllis NQTIC~ WITH YOURT~~ PAYME~T lottf~ REGISTER OFW1DLS AT THE... .' ABOVE ADDRESS:L+] M~kE CHECK:' OR MONEY ORDtW:PAYABLE TO:() "REGISTER OF'WIlLS ;'AGENT.ft1 -.""" ' ,..'-"''') ,.(\ Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) (..;j,) AMOUNT PAID -.l DATE NUMBER INTEREST/PEN PAID (-) 11-03-2004 CD004590 .00 79.09 TOTAL TAX CREDIT 79.09 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. · ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J Q ~",- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE C~'\~'T,T, ('r::!i~;:: n'llOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES . .','" J v" AI'!'AAXSEHENT, ALLOWANCE OR DISALLOWANCE INlERITANCE TAX DIVIS"'" ~ 'OF DEDUCTIONS AND ASSESSHENT OF TAX PO BOX ze0601 .. ... .. " HARRISBURG PA 17128-0601 ') 1",-/ I (.. fJ11 I'). 1t; II j IL,' v>J 05-30-2005 POTTEIGER 07-18-2004 21 04-0821 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN r.,r-,-,.'" L/Ltl')\ OrDU'" I'^ it i d-\i\10 SUSAN M HARMONCtS4'C'" 1 BELMONT AVE STE 605 BALA CYNWYD PA 19004 '* REV-1547 EX AFP (03-05) MABEL M A.aunt Rem! tted 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 ~ jl~V-"i!4"Yf.m.'l"ft~'1l!'.mtM.b'I!'.!wtjl\'Y4M!r.mr.~WJt~TftMMT:.YC[bV4MM.IlW'.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MABEL M FILE NO. 21 04-0821 ACN 101 ESTATE OF POTTEIGER TAX RETURN HAS: I I ACCEPTED AS FILED I X I CHANGED SEE DATE 05-30-2005 ATTACHED NOTICE If an asses~ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: IS. ~ount of Line 14 at Spousal rat. (IS) 16. A~unt of Line 14 taxable at Llne.l/Class A rate (16) 17. Amount of Lin. 14 at Sibling r.t. 1171 18. ABOUnt of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due CT. RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held Stock/Partnership Interest (Schedule C) 1ft. ItortgageslNotes Receivable (Schedule D) 5. Cesh/Bank Deposits/Misc. Personal Property (Schedule E) ,. ,Jointly Owned Property (Schedule F) 7. Transfers (Schedule S) 8. Total Assets III 121 131 141 151 161 171 110,400.00 .00 .00 .00 .00 3.131.94 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExPenses/Adn. CostslHisc. Expenses (Schedule H) 10. Debts/Hortgage Li8bilities/Llens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/SoYer~enta1 Bequests; Non-elected 9113 Trusts (Schedule ,J) 14. Net Value of Estate Subiect to Tax 191 1101 15,662.00 1.285 NOTE: .00 X 96,584.80 X .00 X .00 X + AHOUNT PAID 4,000.00 131.62 NUMBER CD004494 CD005065 INTEREST/PEN PAID I-I 210.53 .00 DATE 10-12-2004 03-15-2005 ~ INTEREST IS CHARGED THROUGH 06-14-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account I s~it the upper portion of this forn with your tax papent. 113,531.94 14 1111 1121 1131 1141 16.947 14 96,584.80 .00 96,584.80 00 = 045 = 12 = 15 = .00 4,346.32 .00 .00 4,346.32 1191= 4,342.15 4.17 .03 4.20 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIOW OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '~REDITn ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I REV-1470EX{a.alll '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME Mabel Potteiger FILE NUMBER 2104-0821 REVIEWED BY ACN Sandra J Eslinger 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. F 1 The value of the item was previously assessed on 04-04-2005 under ACN 04140459. ROW Page 1 r 'ft"l i" , ij ,. r'~'::j' 'I" I I' t1 It'l I' ~'I!j,:rt' ~:._, ,'" ....Ii; ('~i~ . ' ,! II ~~, ~ ,'i'ffi~~~1 '.1 N ,i ~\" ii" ~ I:, ~t'" I(i');'~ ... <~ M.' ....-CJ " I~;JY: 1<""" LJ.J :;' . """t -.J "It~r ,"" :% -'" -- - == ,,~ [. :,,~.;\.;-;;:'''l!' "" '" ' <". ,;' {,'>" . 1_ 0 \< .-- '" '- '- ..- -'- l ~~ cY.~ ~ r-- 00 rrl ~rrl ~~ ,.;!l a...... ~ r/)g ~ Q) ...... ~ ~ ~ < !-< ;:i 0 ~ Q) 0 i3 ~ t:;i3~~ ..... !-< ..... rJ) bl) ;:i 0 ;::::: Q)oU~ ~U......U ..- .- ..... (.) N I'? -r I'~ ..... o l'" ..... d II. o . ~ :; 3 ~ rJl :l tfJ ~ Ul W , C):J V ~ ~ 0 O~lllo 5...0~ mzUl< mowll. ~3!:ci vw:J>- wmrJl~ J: w Z I- Z >- o u 0( ..J 0( m COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: KING WINIFRED 405 VALLEY STREET SUMMERDALE, PA 17093 un____ fold - REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 201-18-3932 FILE NUMBER: 2104-0821 DECEDENT NAME: POTTEIGER MABEL MAE DA TE OF PAYMENT: 06/17/2005 POSTMARK DATE: 06/1 6/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/18/2004 REMARKS: CHECK# 867 SEAL NO. CD 005448 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4.20 I I I I I I I , TOTAL AMOUNT PAID: INITIALS: CCP RECEIVED BY: REGISTER OF WILLS $4.20 GLENDA FARNER STRASBAUGH REGISTER OF WILLS . I'. BUREAU OF INDIVIDUAL TAXl~ INHERITANCE TAX DIVISION PD BDX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-1607 EX AFP (03-05) . , ,") DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-05-2005 POTTEIGER 07-18-2004 21 04-0821 CUMBERLAND 101 A""""t R..Ut.d MABEL M SUSAN M HARl'l)'lFESQ 1 BELMONT AVE STE 605 BALA CYNWYD PA 19004 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account I submit the upper portion of this for. with your tax payaent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ................................................................................................................ REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~.. ESTATE OF POTTEIGER MABEL M FILE NO.21 04-0821 ACN 101 DATE 07-05-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 05-30-2005 PRINCIPAL TAX DUE: 4,346.32 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-12-2004 CD004494 210.53 4,000.00 03-15-2005 CD005065 .00 131.62 06-16-2005 CD005448 .03- 4.20 TOTAL TAX CREDIT 4,346.32 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . 'S SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of De cedent: Mabel Mae Potteiger Date of Death: 7-18-2004 Estate No.: 2004-00821 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 rn 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.1 is Yes, state the following: a. Did the personal representative :file a final aCCOl.mt with the Court? Yes 0 No Ul. 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 lXl No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be t:Date: 6/6/06 attached to this report. -5?zUi ,,~'1#. ~'I4z'ti.~o/, ",I. f""'-R, . ( Signature v Susan M. Harmon, Esquire Name One Belmont Ave, Ste 605., Bala Cynwyd, FA Address 19004 610-668-5160 Telephone No. Capacity: 0 Personal Representative [] Counsel for personal representative ,. I i-~ \.. l~l ') o Cumberland County - Register Of Wills One Courthouse Square Carlislef PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 HARMON SUSAN M SUITE 605 ONE BELMONT AVENUE BALA CYNWYDf PA 19004-1609 RE: Estate of POTTEIGER MABEL MAE File Number: 2004-00821 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESf NO. 103 SUPREME COURT RULES DOCKET NO. If for decedents dying on or after July If 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 7/18/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, i U ... /} ,~A'~l~.P~).~~~ Glenda Farner Strasbaugh! Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 KING WINIFRED 405 VALLEY STREET SUMMERDALEI PA 17093 RE: Estate of POTTEIGER MABEL MAE File Number: 2004-00821 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 1992, the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/18/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI 1/1 V . Lt-.I ,tJ ~h.. ~cPJJ4.~. / / Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel