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HomeMy WebLinkAbout03-0596Estate of also known as Claire B. Carnell Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Doris H. Beadon No. ~I-~S-._~q~ , Deceased Social Security No. 218 - 14 - 0701 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut name,tin the last Will of the Decedent, dated 05/20/19~ codicil(s) dated None State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: none B. Grant of Letters of Administration (c.ta.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at One Lonssdorf Way, South Middleton Township, Carlisle, PA 17013 (list street, number, and municipality) Decedent, then 82 years of age, died 07/11/2002at Cumberland Crossings, Carlisle, PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania (Location) 21,500.00 situated as follows: none Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: . Wnaturez/~ Typedorprinted nameandresidence Claire B. Carnell 2 Pine School Road, Gardners, PA 17324 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW- 1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s~,of the Decedent, Petitioner(s) will well and truly administer the estatej~cording to law. Sworn to or affirmed and subscribed ~j _ be fore me this~.!~a.___y of ~'L ~. ~~tho R~ogist~/ No. Estateof Doris H. Beadon Deceased Social Security No: 218 - 14- 0 7Q:hte of Death: 07/11/2003 AND NOW, ~,~ ~+, ~00~ , ,inconsideration Uv of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~tamentary ~ministration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Claire B. Carnell in the above estate and that the instrument(s) dated 05/20/1999 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Inventory .......... $ Other ........... $ TOTAL ......... $ @5 oo Prepared by the Pennsylvania Bar Association Attorney: John E. Slike I.D. No: 06262 Saidis, Shuff, Flower & Lindsay Address: 2109 Market St. Telephone: Copyright (c) 1996 form software only CPSystems, Inc. Camp Hill, PA 17011 717/737-3405 Form RW-1 (1991) EV 9/86 This is to certify that the information here given is correctly copied from an original certificate o£ death duly filed with me as Local Registrar. The original certificate will be Forwarded to the State Vital Records Office for permanent filing. WARNIHG: It is illegal to duplicate this ¢op¥ by photostat or photo§raph. Fee for this certificate, $2.00 P 9449226 No. Local Registra~ ..... ~-~ JUL 1 6 2003 Date mos.;~ ;~, z~? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ,,.. CERTIFICATE OF DEATH ,,,,,,~o,,~,,, ............. I:~_ I,.'7~-~='',,',,,,,,,,,- ~: ..... ,~ ..... ~.,..,.,, ' I LO~gSaO~ Way Cartlste, PA 17013 '" ,,.  ~.f Pdne .qoboof Rd. ~a~d~e~ PA 17~f4 ~ ~ ~,,~ 7/13/2003 l,,~o~tZnger C~e~to~ Inc. l,,~t. Hott~ SprZngs,PAlT065 ~M~. I~ "" ;'[ //~/7 ' / ~ / /W f ~ ., . ~c~O w . - /,. ' / I~"' I i~ o ~ .... ~1 t I- o .O I ~ / .... I. I~.,~ · , . · ~ ~-.~.~-, SAIDIS, SHUFF & MASLAND ATtORNEYS*AT*LAW 2109 Market Street Camp Hill, PA LAST WILL AND TESTAMENT OF DORIS H. BEADON I, DORIS H. BEADON, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath all of my daughter Claire's art work and my grandmother's diamond ring to my daughter, Claire B. Carnell. III - I bequeath my mother's engagement ring to my daughter, Elizabeth B. Hanawalt. IV - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my daughters, Claire B. Carnell and Elizabeth B. Hanawalt, in equal shares, the share of a deceased daughter to be paid to her issue per stirpes. SAIDIS, SHUFF & MASLAND ATTORI~YS*AT*LAW 2109 Market Street Camp Hill, PA V - I have intentionally not made any provision for my two sons, not through the lack of love and affection for them, but due to the fact that we have had limited contact in recent years. VI - I appoint Claire B. Carnell, Executrix of this, my Last Will and Testament. If she is deceased or unable to serve as such, then I appoint her husband, Conard Carnell as Executor. Neither of my executors shall have to post bond in this or any jurisdiction. This is already paid for. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ~~ day of ~ L4 , 1999. DOR~. t BEADON Signed, sealed, published and declared by DORIS H. BEADON, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Name Name /- ~ Addres~ SAIDIS, SHLIFF & MASLAND AT]'ORNEYS,AT,LAW 2109 Market Street Camp Hill, PA COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ) : SS. WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the 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 signed willingly (or willingly directed another to sign for her), and that she executed it as her free will 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 witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and sworn to before me by both witnesses, this ~ ~.\.r~ day of ~A~.~ 1999 Notarial Seal Jo Smith Notary Public C~mp Hill Boro Cumberland County ~'i '~'(: remiss on Expires May 6, 2000 'OB 3iL 2B P3:3J DORIS H. BEADON Law Offices SAIDIS, SHUFF & MASLAND A PROFESSIONAL CORPORATION 2109 Market Street · Post Office Box 737 Camp I-Iffi, Pennsylvania 17001-0737 (717) 737-3405 Fax (717) 737-3407 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Doris H. Beadon Date of Death: July 11, 2003 Will No. 21-03-0596 Admin. 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 beneficiary of the above- captioned estate or{)f~,? ~ ~c~'~, 2003. Sallie Elizabeth B. Hanawalt Claire B. Camell Robin Beadon Cecil Beadon Address 110 E. Columbia Street, Enola, PA 17025 2 Pine School Rd., Gardners, PA 17324 1727 E C 470, Sumterville, FL 33585 118 C R 1235, Nashville, AK 71852 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: -]/~.~ (~ ~~~ ~210~ EI~i Sliarkket'S tEteq¢~ir°/ Camp Hill, PA 17011 (717) 737-3405 Capacity: ~ Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003110 CARNELL CLAIRE BEADON 2 PINE SCHOOL ROAD GARDNERS, PA 17324 ........ fold ESTATE INFORMATION: SSN: 218-14-0701 FILE NUMBER: 2103-0596 DECEDENT NAME: BEADON DORIS H DATE OF PAYMENT: 10/10/2003 POSTMARK DATE: 10/09/2003 COUNTY: CUMBERLAND DATE OF DEATH: 07/11/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $668.31 TOTAL AMOUNT PAID: 8668.31 REMARKS: CLAIRBEADON CARNELL NO CHECK # AVAILABLE SEAL INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS · REV-1500 EX + (6-00) D E C E D E N T CAPB HpRL E=IO chAC KOTK ES cg S T R E C A P I T U L A T I O N C O M ×I T ! 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Beadon Doris H. DATE OF BIRTH (MM-DD-YEAR) I 07F-yWJ[H,/I~D 03 DATE OF DEATH (MM-DD-YEAR) 02/03/1921 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21-03-0596 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 218-14 - 0701 REGISTER OF SOCIAL SECURITY NUMBER  1. O,ginal Return ~ 247a[ 4. Limited Estate . 6. Decedent Died Testate (Attach copy of Will) r'~ 9. Litigation Proceeds Receivedr'---~ 10. Supplementalf ah Return . I~ 3. Remainder Retum (p(~a ~J~l~r~91:§§~ Comprom,se (date of death after 12-12- S. Federal Estate Tax Return BeqeiJ~edt Maintained a Living Trust 0_~ 6. Total Number of Safe Depo (~'x~opy of Trust) Spousal Poverty Credit [~ 11. Election to tax under Sac. 9 death between 12-31-91 and 1-1-95) (Attach Sch O) NAME John E. Slike FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER 717./737- 3405 1Real Estate (Schedule A) (1) 2Stocks and Bonds (Schedule B) (2) 3Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) 5Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6Jointly Owned Property (Schedule F) (6) ---]Separate Billing Requested COMPLETE MAILING ADDRESS 2109 Market ~%,' Camp Hill, P~'~17011 ,i_: None None None None 22,955.14 None 7Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8.Total Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) (9) 1QDebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11Total Deductions (total Lines 9 & 10) l~Jet Value of Estate (Line 8 minus Line 11) 13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14~let Value Subject to Tax (Line 12 minus Line 13) None 4,501.57 2,820.78 OFFICIAL USE ONLY (6) 22,955.14 (11) 7,322.35 (12) 15,632.79 (13) (14) 15,632.79 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES l~mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16~mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate 18Amount of Line 14 taxable at collateral rate X .0 0 (16) 0.00 15,632.79 X .0 45 (16) 703.48 X .12 (17) 0.00 X .15 (16) 0.00 l~'ax Due (19) 703.48 ~!~i~i~ii~lii~ii~i!i~!!~i~'~%~:~ ~'~'~ ~':.~: ~.~.=.~.~..~r~:.. ~.~-:~:~ ?~ .~? ~:~.-.~ ~: .:.~. ~...~... ~;~¥ .......-~...~,,,,. ,., ..~. ~ ..... ~ ~.~.~,~ .................. ~...~:~. ~ .... ...~. Copyright (c) 2000 form software only The tackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STRH- [ ADDRESS One Lon~sdorf Way CITY Carlisle Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount ZIP STATEI pA I 17013 (1) 703.48 Total Credits ( A + B + C ) (2) 3Interest/Penalty if applicable 0. O0 D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4Jf 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 5if Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 703,48 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 703,48 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did decedent make a transfer and: Yes No a- retain the use or income of the property transferred; ~ ~ b. retain the right to designate who shall use the property transferred or its income; ........ c. retain a reversionary interest; or ......................... d. receive the promise for life of ether payments, benef ts or care? ........ 2If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. ~ [--~ 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER T0'AI~' 'OF; +HE'ABOVE 'GUE$-~ioN'$ iS ~,!~$, ["-] ~-~ YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that ! have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESP BLE F FILING RETURN Glaire B Came ~ · 11 O '/'~/)-' is~ ~/~IUNG RET~U~N 2 Pine School Road S,G UFZ-"XZ/- ........................... 1 ~R. eOFPREPARER~ERT.ANREPRESENTAT,VE Saidis, Shuff, Flower & Lindsay / ~/~-~ T ~J~_ ~ / / / 2109 Market St. Fgr'd~'0~ d;;m' 0~ or a,er 5~1; i, 'i992 ag~ ~efg~e 5a~;a~ '~','~ 9~,'t~e gx'~ate ig~s~' on ge net va}~g g~ ~A ......................................................... su~i~s~use is 3% [72 P.S. 9116 (a) (1.1) (i)]. nsfem to or for ~e use of the For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Fon*n REV-1500 EX (Rev. 6-00) REV~1508 EX + (1-97) SCHEDULE E COMMO,WE^LT, Or PENNSVLV^N,^ CASH, BANK DEPOSITS, & MISC. RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Doris H. Readon SS# 218-14-0701 07/11/2003 21-03-0596 Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule F. II EM NUMBE~ 3 DESCRIPTION M&T Bank (formerly Allfirst Bank), checking acct. #14276607 M&T Bank (formerly Allfirst Bank), checking acct. #950012080 accrued interest Blue Cross/Blue Shield, medical refund VALUE AT DATE OF DEATH 1,110.80 21,472.91 4.11 367.32 TOTAL (Also enter on line, $ 22,955.14 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSysterns, Inc. Form REV-I~08 EX (Rev, 1-97) EV-lSd1 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Doris H. Beadon SS~/ 218~14-0701 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 07/11/2003 FILENUMBER 21-03-0596 Debts of decedent must be reported on Schedule I. ITEM NUMBER Bo 5. 6. 7. DESCRIPTION --UNERAL EXPENSES: [{ollinger Funeral Home [DMINISTRATIVE COSTS: Personal Representative's Commissions Nameof Personal Representative(s) Claire B. Carnell Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 2 Pine School Road City Gardner s State 202-46-5418 PA Zip17324 Year(s) Commission Paid: Attorney's Fees Saidis, Shuff, Flower & Lindsay 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 Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees ~herAdminis~ativeCosts The Sentinel, estate notice Cumberland Law Journal, estate notice Register of Wills, filing fee TOTAL (Also enter on line 9, Recapitulation) AMOUNT 2,034.20 1,147.00 1,033.00 85.00 112.37 75.00 15.00 i$ 4,501.57 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 fon'n software only CPSystems, Inc. Fon'n REV- 1511 ~ (Rev. 1-97) RE¥;1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Doris H. Beadon SS~/ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 218-14-0701 07/11/2003 FILE NUMBER 21-03-0596 Include unreimbursed medical expenses. i'~ t-M NUMBER 1 2 DESCRIPTION Cumberland Crossings, final bill Sprint, final phone bill TOTAL (Also enter on line 10, AMOUNT 2,813.50 7.28 2,820.78 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV.-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Doris H. Beadon SS# 218-14-0701 NUMBEF I. II. SCHEDULE J BENEFICIARIES 07/11/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DISTRIBUTIONS [include outright spousal distributi~s, and tmnsfem under Ss. 9116(a)(1.2)] Claire B. Carnell 2 Pine School Rd. Cardners, PA 17324 Elizabeth B. Hanawalt 110 E. Columbia St. Enola, PA 17025 RELATIONSHIP TO DECEDENT Do NotListTru~e~s) daughter daughter ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU AS APPROPRI DISTRIBUTIONS: %, SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ,, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHE['- I FILE NUMBER 21-03-0596 AMOUNT OR SHARE OF ESTATE 1/2 of residue 1/2 of residue , ON REV 1500 COVER SHE~- i 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Fo~m REV-1513 EX (Rev. 9-00) August 13, 2003 499 Mitchell Street, Millsboro, DE 19966 Law Offices Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 Estate of Doris H. Beadon Date of Death: July 11, 2003 Soe/al Security Number: 218-14-0701 Dear Mr. Slike: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type ........................... Checking Account Account Number. ...................... 14276607 Ownership (Names oJ) .............. Doris H. Beadon ~p~e~r~ Date ........................... 09/28/77 (account closed 08/04/03) .- ..... Balance on Date of Deatl~ .........$1,110.80 .... Accrued Interest $ 0.00 Total ...................................... $1,180.80 2. Account Type ........................... Checking Account Account Number ....................... 950012080 Ownership (Names oJ) ..............Doris H. Beadon Opening Date ........................... 04/09/99 (account closed 08/04/03) -' Balance on Date of Deattt .........$21,472.91 .... A~e~ I~te~'est $ .... 4¥11 ..... Total ...................................... $21,477.02 Sincerely, Charlene Warrington, Associate I (302) 934-2722 LAST WILL AND TESTAMENT OF DORIS H. BEADON I, DORIS H. BEADON, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath all of my daughter Claire's art work and my grandmother's diamond ring to my daughter, Claire B. Carnell. III - I bequeath my mother's engagement ring to my daughter, Elizabeth B. Hanawalt. SAIDIS, ;HUFF & MASLAND ATTO~NE~.A?,LAW ~.109 Market Street Camp Hill, PA IV - I 'deviSe and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my daughters, Claire B. Carnell and Elizabeth B. Hanawalt, in equal shares, the share of a deceased daughter to be paid to her issue per stirpes. V - I have intentionally not made any provision for my two sons, not through the lack of love and affection for them, but due to the fact that we have had limited contact in recent years. VI - I appoint Claire B. Carnell, Executrix of this, my Last Will and Testament. If she is deceased or unable to serve as such, then I appoint her husband, Conard Carnell as Executor. Neither of my executors shall have to post bond in this or any jurisdiction.~ This is already paid for. ~? IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ~+~% day of ~ U , 1999. · DOR~. t BEADON SAIDIS, .~-I U F F & iASLAND ~ORNEVS*AT,LAW Market Street 2amp Hill, PA Signed, sealed, published and declared by DORIB H. BEADON, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in Our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Name Address ! COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND) : SS. WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the 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 signed willingly (or willingly directed another to sign for her), and that she executed it as her free will 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 witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by the testatrix, subscribed and sworn to before me by both witnesses, this day of (~/ , 1999. SAIDIS, HUFF & 4ASLAND CfORNEFS*ATeLAW 09 Market Street Camp Hill, PA Notarial Seal Jo Smith, Notary Public C~rnp Hilt Boro, Cumberland County Commission Expires May 6, 2000 Notary Public BUREAU OF ZNDZVZDUAL TAXES INHERI'TANCE TAX DTVZSZON DEPT. 180601 HARR/SBURG, PA 17118-0601 JOHN E SLIKE SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 1~7011 CONNONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOT/CE OF INHERZTANCE TAX APPRA/SENENT, ALLO#ANCE OR D/SALLO#ANCE OF DEDUCT/ONS AND ASSESSNENT OF TAX DATE 12-29-2003 ESTATE OF BEADON DATE OF DEATH 07-11-2003 FZLE NUMBER 21 03-0596 COUNTY CUMBERLAND ACN 101 Amoun'l: Ram/~:'l:ed REV-lO,J7 EX &FP (01-05) DORIS H MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGTSTER OF NZLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (:01-03) NOT/CE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF BEADON DORTS H FZLE NO. 21 03-0596 ACN 101 DATE 12-29-2003 TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSI; APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) 3. Closely Held S~ock/Par~nership /nteras~ (Schedule C) (3) 4. Mor~gages/No~es Receivable (Schedule D) (4) E. Cash/Bank Deposlts/Hisc. Personal Proper~y (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Hortgaga Liabili~ies/LAans (Schedule /) (10) 11. To,al Deductions 12. Na~ Value of Tax Re~urn 22z955.1~ .00 .00 NOTE: To insure proper · O0 crm:lJ~ ~o your account, .00 subei~ ~he upper portion .00 of ~hAs fora wi~h your tax payment. .00 (8) ~,501.57 22,955.1q 15. 14. NOTE: 2,820.78 (11) 7.3~.35 (12) 15,632.79 .00 15,632.79 668.31 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULAT/ON OF ADD/TZONAL ZNTEREST. ASSESSMENT OF TAX: 1.6. Aeoun~ of Line 14 at Spousal ra~a 16. Amoun~ of Line 14 ~axable at Linmal/Class A rata 17. Amoun~ of Linm 14 a~ Sibling ra~e 18. Amount of LAne 14 ~axabla a~ Colla*eral/Class B rata 19. Principal Tax Due tAX CREDZTS: PAYHENT RECFZpT DI$COUNT DATE NUMBER ZNTEREST/PEN PA/D (- 10-09-2003 CD003110 35.17 TOTAL TAX CREDZT 703.~8 BALANCE OF TAX DUEI .00 ZNTEREST AND PEN. I .00 TOTAL DUE I .00 ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT /S RE~U/RED. TOTAL DUE 13 REFLECTED AS A 'CRED/T' (CR), YOU HAY BE DUE REFUND. SEE REVERSE S/DE OF THIS FORH FOR /NSTRUCT/ONS.) AHOUNT PAZD (15) .00 X O0 = .00 (16) 15,652.79 X Or~5= 703.~8 (17) . O0 x 12 = . O0 (18) .00 x 15 = .00 (/9)= 703.~8 reflect figures that include the total of ALL returns assessed to date. Chari*able/Govarnmen*al Bequests; Non-elected 911:5 Trusts (Schedule J) (13) Nat Value of Es~:e*e Subjec~ ~:o Tax (14) Zf an assessment Has issued previously, 1ine$ 1~, 15 and/er 16, 17, 18 and 19 Nill RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collatara1) beneficiaries of the decedent after the expiration of any estate for 11fa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADMIN- ZSTRAT/VE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Sectlon 9140). Detach the top portion of this Notice and submit with your payment to tho Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NZLLSj AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-151S). Applications ara available at the Office of the Register of Hills, any of the 22 Revenue District Offices, or by calling the special 24-haur anseering service for fores ordering: 1-&00-562-2050~ services for taxpayers with special hearing and / ar speaking needs: 1-BOO-4qT-5020 (TT only). Any party in interest not satisfied with the appraisement, allawance, or disallowance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object within sixty (60) days of receipt of this Notice by: --erittan protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviae Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (2) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penaIty is computed on the total of the tax and interest assessadj and not paid before January 1B~ 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after January 1, 1982 ~ill bear interest at a rate ~hich ~ill vary from calendar year to calendar year eith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yea.~_r Rate Factor Yeast Rate Factor 1982 202 .000548 1987 92 .000247 1999 72 .000192 1982 162 ,00045B 1988-1991 112 .000501 ZOO0 82 .000219 1984 112 .000501 1992 92 .000247 2001 92 .0002~7 1985 152 .000556 1995-1994 72 .000192 ZOOZ 6~ .000164 1986 102 .000274 1995-1998 92 .000247 Z005 52 .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Doris H. Beadon Date of Death: July 11, 2003 Will No. 21-03-0596 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 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. Did the personal representative state account informally to the parties in interest? Yes X ; No an 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: //~/O~ ~n .~.Jo~n E.~S ~ like, Esquire I.D. No. 06262 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: Personal Representative X Counsel for Personal Representative