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HomeMy WebLinkAbout03-0613IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION PETITION FOR GRANT OF LETTERS Estate of SARA SMITH MARVEL No. ,,0,1- O~ also known as , Deceased Social Security No. 204-01-6768 Carl A. Miner Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or [] Decedent, dated 12/17/1998 and codicil(s) dated named in the Last Will of the 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 incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minodtate) Petitioner(s) after a proper search has/have ascertained the 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 residence at 717 Pear Street, Lemoyne, PA (Lemoyne Boro) (list street, number and municipality) Decedent, then 95 years of age, died July 12, ,2003 , at Lemoyne, PA (Location) Decedent at death owned property with estimated values as follows: (if domicited 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 ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: County, Pennsylvania, with his/her last family or principal 103~000.00 103,000.00 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: Signature Typed or printed name and residence Carl Al Miner 717 Pear Street~ Lemoyne, PA, 17043 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 estate according to law. Sworn to and affirmed and subscribed before me this ~-.~ *'''~' day of July, 2003 Carl A. Miner DECREE OF REGISTER Estate of SARA SMITH MARVEL. also known as OF CUMBERLAND COUNTY, PENNSYLVANIA Deceased No. ,--;2/-OZ~-- Social Security No: 204-01-6768 Date of Death: 7/12/2003 AND NOW, ,~ ~ ,~c-f , .2oo.~ , in consideration of the Petition on the reverse side hereon, s"Oatisfactory proof having been presented before me, IT IS DECREED that Letters I~ Testamentary I~ of Administration are hereby granted to Carl A. Miner : (c.t.a., d.b.n.c.t.; pendente Ii ~t~?d~,rante absen~ia; durante mi~oritate) r~ in the above estate and that the instrument(s), if any, dated Decembre 17, 1998 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s)(.L~..~ ......... $ I~. Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ TOTAL ............................. $ ;2'7.5 . oo RW-7A ~ Re~ister of~b/illls LJ ' ,,~ Attorney: James N. Clymer I.D. No: 27151 Address: 23 North Lime Street Lancaster PA 17602 Telephone: 717-299-7101 DATE FILED: 10~.R0~ REV 9/~6 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~,,.~ .... Loc~ll]~r- - | P 952:9810 ~~ JUL 1 6 2003 No. ~ [)ate COMMONWEALTH OF PENNSYL~NIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH I--~- I-,-..I --..,--., / ....-,--- k--e-.z -' - -'--,_ 95 v~ , : ~.,,.., M Cumberland L Lemoyne Boro L 717 Pear St.,~emoyne 717 Pear St. ~m ~oyne, PA 17063 ~ ,~ Gum~rland ~ ,-~~ ~mo--ne Joseph D. Smith L ~--~ Orme ~ar& nzner 1~ 717 Pear St., ~moyne, PA 17063 ~ --~ e: :~: ~ ~~ ~r ...... ~ Evans Eagle Burial I , ~Ju~., zoo: , o ~-- o/ I I'° '°1 / .... ._ / ................................................ ,,~ /~,~ ' .... -- ....--.------ ............................. LAST WILL AND TESTAMENT I, SARA SMITH MARVEL, of the City of Lancaster, County of Lancaster and Commonwealth of Pennsylvania, hereby make, publish and declare the following to be my Last Will and Testament, revoking any and all Wills and Codicils by me at any time heretofore made. FIRST: Payment of Debts: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be practicable. I further direct that all estate, transfer and inheritance taxes assessed with respect to my estate herein disposed of, or any part thereof, or any bequest or devise contained in this my Will be paid out of my residuary estate as administration expenses without proration or apportionment. SECOND: Bequest - Personal Property: I direct that all my personal property, except my clothing, be sold at private or public sale and the proceeds therefrom be added to my residuary estate. THIRD: Charitable Bequests: I make the following charitable bequests: A I give the sum of One Thousand Five Hundred And 00/100 ($1,500.00) Dollars to the HOLY LAND CHRISTIAN MISSION, P.O. Box 419055, Kansas City, Missouri 64141-6055; and B. I give the sum of One Thousand Five Hundred And 00/100 ($1,500.00) Dollars to CHILDREN INTERNATIONAL, P. O. Box 419055, Kansas City, Missouri 64141- 6055. C. I give the sum of Three Thousand And 00/100 ($3,000.00) Dollars to the GRACE EVANGELICAL CONGREGATION CHURCH, Lancaster, Pennsylvania, to be used as needed; and D. I give the sum of One Thousand And 00/100 ($1,000.00) Dollars to the WATER STREET RESCUE MISSION, Lancaster, Pennsylvania, to be used as needed. FOURTH: Specific Bequests: I make the following specific bequests: A. I give the sum of One Thousand And 00/100 ($1,000.00) Dollars to my great- nephew, JOHN M. CARCHIDI of 608 Shield Street, Harrisburg, Pennsylvania 17011- 2801; and B. I give the sum of One Thousand And 00/100 ($1,000.00) Dollars to each of the following nieces and nephews of mine: (1) CARL A. MINER of 117 Clark Street, Lemoyne, Pennsylvania 17043; and (2) VERA MINER SPANOS of 21 George Street, Milford, New Hampshire 03055; and (3) NATALIE MINER KING of 8 Screven Court, Bluffton, South Carolina 29910; and (4) GARY A. SMITH of 271 Spanglers' Mill Road, New Cumberland, Pennsylvania 17070; and (5) SHARON SMITH REED of 7915 Glengary Court, Glen Burnie, Maryland 21061. FIFTH: Bequest - Residue: I give, devise and bequeath all the rest, residue and remainder of my estate, of whatever nature and wherever located, to be divided equally among ROBERT C. MARVEL of 949 Sherry Lane, Lancaster, Pennsylvania 17601, MURIEL MARVEL McNELIS of 107 Oak Street, P. O. Box 997, Hurlock, Maryland 21643-0997 and EDNA BINKLEY MARVEL of 540 Kensington Road, Apartment 8, Lancaster, Pennsylvania 17603, or the survivor(s) of them, if any should predecease me. SIXTH: Appointment of Executor: I nominate, constitute and appoint my nephew, CARL A. MINER, of 117 Clark Street, Lemoyne, Pennsylvania 17043 as Executor of this my Last Will and Testament. I direct that my Executor shall not be required to file bond in any Court for his faithful performance of duty, whether he should be a non-resident of this state or for any other reason. SEVENTH: Definitions: A. As used in this Will, the masculine, feminine or neuter gender, and the singular or plural number, shall each be deemed to include the others whenever the context so indicates. ~3-- B. Captions and paragraph headings used herein are for convenience only, and are not a part of this Will, and shall not be used in construing it. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,],74 day of ~ , A.D., 1998. Sara Smith Marvel SIGNED, sealed, published and declared by the above-named Testatrix, SARA SMITH MARVEL, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our t~.~ names as witnesses thereto. residing at residing at -4- COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF LANCASTER ) WE, SARA SMITH MARVEL, JAMES N. CLYMER and JOANNE FINNERTY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority, a Notary Public, that the Testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness, and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ..,~-b~_ ~ .~,~,~ Testatrix , ~//~~ ~'~,~ ' Witness SUBSCRIBED, affirmed to (aWd acknowledged before me, a Notary Public, by SARA SMITH MARVEL, the Testatrix, and subscribed and affirmed to ~l~fore m,e by JAMES N. CLYMER and JOANNE FINNERTY, witnesses, this/qq:tay offS., A.D.,1998. Notary Public My Comm. Expires: -5- '03 JUL 25 :07 CLYMER 8 COVELEN$, P. C. ATTOP. I',IEY5 AT LA'~V 23 NORTH LIME STR.EET POST OFFICE BOX 1766 LANCASTER., PA 17608-1766 (717) 299-7101 JAMES N CLYMER ROBERT F MUSSER JEFFREY D MOHLER LEONARD G BROWN [] * RANDALL L. WENGER ~ALSO ADMI'I-FED IN NOR.TH CAROLINA CLYMER g MU$SER P C ATTORNEYS AT LAW 23 NORTH LIME STREET POST OFFICE BOX 17{56 LANCASTER PA 17608-1766 (717) 299- 7101 FAX (717) 299-5115 E-M2ML law@cl3,mer, net 2[0 NORTH STATE STREET EPHRATA PA 17!522 (717) 733- 7471 16 SOUTH HESS STREET O_UAIKR.YVILLE, PA 17566 (717) 786-0500 FAX (717) 786-2111 September 17, 9od>IREcr ALL COR. R.£SPONDENCE --~-TO THE LANCASTER OFFICE Register of Wills Cumberland County Courthouse Hanover and High Streets Carlisle, PA 17013 Re: Sara S. Marvel No. 21-03-0613 Dear Sir or Madam: Enclosed for filing is an original of the Certificate of Notice Under Rule 5.6(a). Also enclosed is a copy. Please time stamp and return the copy in the enclosed self-addressed stamped envelope. Also enclosed is a check made payable to the Register of Wills, Agent, for prepayment of Inheritance Tax on the above estate. JNC/mw Enclosures TRANSM ITTA L PREPAYMENT OF INHERITANCE TAX Name and address of Attorney of Record: James N. Clymer 23 North Lime Street Lancaster, PA 17602 Nameof Decedent(last, first, middteinitial): MARVEL, Sara Smith FiFe Number ( if probate has begun): Date of Death: July 12, 2003 21-03-0613 Amount: $3,900.00 If prohnte has 11ol conunenced or if it ix et uon-l~robnte estate, additional infornlalion Ii.vied below will be requiretL Social Security Number: Residence at Death (City, Borough or Township): ht.;t,'t'itttttce 1't1.¥ CLY]VIER 8 ]VIU$$ER, P. C. ATTORNEYS AT LAX1(/ ~B ~IORTI-I LIME STREET POST OFFICE BOX 17BB LA]qCASTER, PI:'N]q$¥LVA]qIA 17608-176{B Register of Wills Cumberland County C~urthouse Hanover and High Streets Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) OO3O34 CLYMER & MUSSER PC 23 NORTH LIME STREET PO BOX 17 LANCASTER, PA 17608-1766 ........ fold ESTATE INFORMATION: SSN: 204-01-6768 FILE NUMBER: 2103-061 3 DECEDENT NAME: MARVEL SARA SMITH DATE OF PAYMENT: 09/18/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,900.00 TOTAL AMOUNT PAID: 93,900.00 REMARKS: CARL MINER, EXECUTOR C/O CLYMER & MUSSER PC SEAL CHECK# 1017 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: SARA SMITH MARVEL Date of Death: July 12, 2003 Estate No. 21-03-0613 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 15, 2003 Holy Land Christian Mission P.O. Box 219055 Kansas City, MO 64141-6055 Children International P.O. Box 219055 Kansas City, MO 64141-6055 Grace Evangelical Congregational Church 415 South Shippen Street Lancaster, PA 17602 Water Street Rescue Mission 210 South Prince Street Lancaster, PA 17602 John M. Carchidi 608 Shield Street Harrisburg, PA 17109 Carl A. Miner 717 Pear Street Lemoyne, PA 17043 Vera Miner Spanos 98 US Highway 202 Bennington, NH 03442-4117 Natalie Miner King 830 Crandon Way Mechanicsburg, PA 17050 Gary A. Smith 271 Spanglers Mill Road New Cumberland, PA 17070 Sharon Smith Reed 7915 Glengary Court Glen Burnie, MD 21061 Robert C. Marvel 949 Sherry Lane Lancaster, PA 17601 Muriel Marvel McNelis 200 Luther Lane Lancaster, PA 17601 Edna Binkley Marvel c/o Albert Kling 1817 Northbrook Drive Lancaster, PA 17601 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: August 15, 2003 Capacity: Personal Representative X Counsel for Personal Representative James N. Clymer 23 North Lime Street Lancaster, PA 17602 717-299-7101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003272 CLYMER JAMES N 23 NORTH LIME STREET LANCASTER, PA 17602 ........ fold ESTATE INFORMATION: SSN.' 204-01-6768 FILE NUMBER: 2103-061 3 DECEDENT NAME: MARVEL SARA SMITH DATE OF PAYMENT: 11/24/2003 POSTMARK DATE: 1 1/21/2003 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $286.79 REMARKS: TOTAL AMOUNT PAID' $286.79 SEAL CHECK# 13574 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ,I,1..I 0 ° REV-1500 ~',X + (6-00) I-- Z U.J I- Z LU Z O fY O O Z 0 0 X COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl. MARVEL, Sara Smith DATE OF DEATH (MM-DD-Year) 07/12/2003 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 3 0 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 2 0 4-0 1 -6 6 1 3 NUMBER 7 6 8 DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 11/14/1907 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [~1. Odginal Retum E~4. Limited Estate r~6. Decedent Died Testate (Attach copyofWill) E~9. Litigation Proceeds Received J--] 2. Supplemental Retum r'-] 4a. Future Interest Compromise (da~ of death after 12.12.82) E~7. Decedent Maintained a Living Trust (Attach copy of Trust) E] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) r--~ 3. Remainder Return (date of death prior to 12-13-82) --J 5. Federal Estate Tax Retum Required 0 8. TotaI Number of Safe Deposit Boxes Ell 1. Election to tax under Sec. 9113(A) (Attach Sch O) NAME James N. Clymer FIRM NAME (If Applicable) Clymer & Musser, P.C. TELEPHONE NUMBER 717-299-71 01 COMPLETE MAILING ADDRESS 23 North Lime Street Lancaster PA 17602 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 115,543.10 O~F~ClAL USE oNLy'' i (8) (11) (12) (13) 115,543.10 12,982.37 11,960.00 24,942.37 90,600.73 7,000.00 (14) 83,600.73 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 77,600.73 6,000.00 X ~ (15) X .045 (16) X .12 (17) X .15 (18) (19) 3,492.03 900.00 4,392.03 Decedent's Complete Address: STREET, ADDRESS 717 Pear Street CITY Lemoyne ISTATE PA ziP 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3,~)00.00 205.24 (1) Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT 4~392.03 05.24 286.79 286.79 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjur,/, I declare that I have examined this return, inc ud ng ~ccompanying 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 informat on of which preparer has any knowledge. SIGNATUREx{~I~ PERSON RESPOI'J~B~ FOR RLLING RETURN (.& ,J /'; ADDRESS-- ~l~-P~a'r Street-- Lemoyne ADDRESS Lancaster DATE PA 17043 DATE PA 17602 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. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(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. REV-1508 EX + (1-97) j~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER MARVEL. Sara Smith 21 03 061;~ 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Fulton Bank - Checking Account No. 0118-955. Principal balance as of date of death of $2,446.78 with accrued interest of $0.15 2. Fulton Bank - Vacation Club Account No. 0088-90409. Principal balance as of date of death of $120.00 with no accrued interest 3. Fulton Bank - Christmas Club Account No. 0067-90817. Principal balance as of date of death of $540.00 with no accrued interest 4. Fulton Bank - Certificate of Deposit No. 012-0054314. Principal balance as of date of death of $1,000.00 with accrued interest of $8.41 5. Fulton Bank - Certificate of Deposit No. 012-0062650. Principal balance as of date of death of $1,000.00 with accrued interest of $21.63 6. Fulton Bank - Certificate of Deposit No. 015-0164680. Principal balance as of date of death of $3,000.00 with accrued interest of $76.34 7. Fulton Bank - Certificate of Deposit No. 015-0166040. Principal balance as of date of death of $1,500.00 with accrued interest of $5.11 8. Fulton Bank - Certificate of Deposit No. 022-0186521. Principal balance as of date of death of $2,500.00 with accrued interest of $36.74 9. Fulton Bank - Certificate of Deposit No. 022-0186534. Principal balance as of date of death of $1,160.18 with accrued interest of $22.23 10. Fulton Bank - Certificate of Deposit No. 022-0186550. Principal balance as of date of death of $5,000.00 with accrued interest of $0.27 11. Fulton Bank - Certificate of Deposit No. 022-0186571. Principal balance as of date of death of $1,000.00 with accrued interest of $37.14 12. Fulton Bank - Certificate of Deposit No. 022-0194359. Principal balance as of date of death of $5,000.00 with accrued interest of $20.63 13. Fulton Bank - Certificate of Deposit No. 022-0194362. Principal balance as of date of death of $1,000.00 with accrued interest of $4.14 14. VVaypoint Bank - Certificate of Deposit No. 1100011444. Principal balance as of date of death of $3,000.00 with accrued interest of $4.82 15. Waypoint Bank - Certificate of Deposit No. 1165295577. Principal balance as of date of death of $1,397.82 with accrued interest of $14.66 16. Waypoint Bank - Certificate of Deposit No. 1166225113. Principal balance as of date of death of $2,500.00 with accrued interest of $2.47 2,446.93 120.00 540.00 1,008.41 1,021.63 3,076.34 1,505.11 2,536.74 1,182.41 5,000.27 1,037.14 5,020.63 1,004.14 3,004.82 1,412.48 2,5O2.47 TOTAL (Also enter on line 5, Recapitulation) $ 115,543.10 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent MAR~EL, Sara Smith 21 03 Pa,qe 1 Schedule E - Cash, Bank Deposits, & Misc. Personal Property 0613 ITEM NUMBER 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. DESCRIPTION Waypoint Bank - Certificate of Deposit No. 7100001629. Principal balance as of date of death of $60,713.68 with accrued interest of $137.28 Wachovia - Certificate of Deposit No. 247412096285996. Principal balance as of date of death of $2,000.00 with accrued interest of $14.40 Wachovia - Certificate of Deposit No. 247412061653452. Principal balance as of date of death of $1,050.41 with no accrued interest Wachovia - Certificate of Deposit No. 247412066247225. Principal balance as of date of death of $1,046.06 with accrued interest of $11.12 Wachovia - Certificate of Deposit No. 24741209609730. Principal balance as of date of death of $2,000.00 with accrued interest of $47.59 M&T Bank - Certificate of Deposit No. 31003914498885. Principal balance as of date of death of $2,018.49 with no accrued interest $15.55 M&T Bank - Certificate of Deposit No. 31003914499552. Principal balance as of date of death of $5,000.00 with accrued interest of $30.18 M&T Bank - Certificate of Deposit No. 31003914501141. Principal balance as of date of death of $1,000.00 with accrued interest of $5.58 Fleet National Bank - Certificate of Deposit No. 008001991. Principal balance as of date of death of $2,055.66 with accrued interest of $1.52 Fleet National Bank - Certificate of Deposit No. 1000946245. Principal balance as of date of death of $5,852.42 with accrued interest of of $76.36 Fulton Bank - interest on Certificate of Deposit No. 022-0186550 Inter-County Health Plan - reimbursement Family Circle Magazine - refund Coins - (Kennedy half dollars) SUBTOTALSCHEDULE E GRANDTOTAL SCHEDULE E VALUE AT DATE OF DEATH 60,850.96 2,014.40 1,050.41 1,057.18 2,047.59 2,034.04 5,030.18 1,005.58 2,057.18 5,928.78 20.36 13.92 5.00 8.00 83,123.5~ 115,543.10 REV-f511EX + (1-97) j~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARVEL. Sara Smith SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER 1. 2. 3. DESCRIPTION FUNERAL EXPENSES: Fred F. Croft, Inc. Funeral Home - funeral bill Suzanne Miner - reimbursement for flowers Fay Marvel - reimbursement for food and supplies for funeral luncheon ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Carl Miner Social Secudty Number{s) / EIN Number of Personal Representative(s) Street Address 717 Pear Street city Lemoyne State PA Year{s) Commission Paid: 2003 AttomeyFees Clymer 8, Musser, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address city State Relationship of Claimant to Decedent Probate Fees Register of Wills Accountanfs Fees Tax Return Preparers Fees Cumberland Law Journal - advertise estate notice The Sentinel - advertise estate notice Register of Wills - short certificates 21 O3 0613 Zip 17043 Zip TOTAL (Also enter on line 9, Recapitulation) AMOUNT 1,112.10 106.00 90.10 5,620.00 5,620.00 275.00 75.00 78.17 6.00 (If more space is needed, insed additional sheets of the same size) 12,982.3 / SCHEDULE I COMMONWEALTH OF PENNSYLVANIA I DEBTS OFDECEDENT, I INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER MARVEL. Sara Smith Include unreimbursed medical expenses. ITEM NUMBER 21 03 DESCRIPTION Suzanne Miner - personal care from February to July, 2003 0613 TOTAL (Also enter on line 10, Recapitulation) AMOUNT 11,960.00 (If more space is needed, insert additional sheets of the same size) 11,960.00 ' SCHEDULE J COMMONWEALTH OF PENNSYLVANIA I BENEFICIARIES I ESTATE OF FILE NUMBER MARVEL Sara Smith NUMBER I. II. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outdght spousal distributions, and t~,n~lers under Sec. 9116 (a)(1.2)1 John M. Carchidi 608 Shield Street Harrisburg, PA 17109 Carl A. Miner 717 Pear Street Lemoyne, PA 17043 Vera Miner Spanos 98 US Highway 202 Bennington, NH 03442-4117 Natalie Miner King 830 Crandon Way Mechanicsburg, PA 17050 Gary A. Smith 271 Spanglers Mill Road New Cumberland, PA 17070 Sharon Smith Reed 7915 Glengary Court Glen Burnie, MD, 21061 Robert C. Marvel 949 Sherry Lane Lancaster, PA 17601 21 03 0613 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustc=(s) OF ESTATE great-nephew nephew niece niece nephew niece step-son 1,000.00 ~1,000.00 1,000.00 0.00 1,500.00 1,500.00 3,000.00 1,000.00 1,000.00 1,000.00 1/3 of residuary estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: · A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Holy Land Christian Mission P.O. Box 219055 Kansas City, MO, 64141-605 Children International P.O. Box 219055 Kansas City, MO, 64141-6055 Grace Evangelical Congregational Church 415 South Shippen Street Lancaster, PA 17602 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET iS 7~O00.Ou (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent MAR~EL, Sara Smith 21 03 Pa,qe 2 Schedule.J - Beneficiaries - 1 0613 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S/ RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ! TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Muriel Marvel McNelis step-daughter 1/3 of residuary 200 Luther Lane Lancaster, PA 17601 estate 9. Edna Binkley Marvel, c/o Albert Kling step-daughter-in-law 1/3 of residuary 1817 Northbrook Drive Lancaster, PA 17601 estate Continuation of REV-1500 Inheritance Tax Return Resident Decedent MAR~EL, Sara Smith 21 03 Pa,qe 3 Schedule J - Beneficiaries - 2B 0613 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Water Street Rescue Mission 210 South Prince Street Lancaster, PA 17603 SUBTOTALSCHEDULEJ.2B 1,000.00 1,000.00 F ton Bank CAPITAL DIVISION · LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION * GREAT VALLEY DIVISION (717)291-2437 September 4, 2003 Clymer & Musser, P.C. 23 North Lime Street Post Office Box 1766 Lancaster, Pennsylvania 17608 Dear Ms. Welsh: RE: Sara S. Marvel, deceased July 12, 2003 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Club # 0067-90817, open 10/21/1983, balance $540.00 and accrued interest $1.00. Carl A. Miner as Power of Attorney. No interest paid after DOD. Club # 0088-90409, open 5/20/1991, balance $120.00 and accrued interest $ .06. Carl A. Miner as Power of Attorney. Interest paid after DOD $. 13. Checking # 0118-95550, open 10/10/1990, balance $2,466.78 (any accrued interest would not have been payable had the account been closed on the date of death) Carl A. Miner as Power of Attorney. Interest paid after DOD $. 15. ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 012-0054314 012-0062650 * Carl A. Miner as 015-0164680 $3,000.00 $76.34 * in her name only. Interest paid after DOD $88.91 015-0166040 $1,500.00 $5.11 * in her name only. Interest paid after DOD $12.93 022-0186521 $2,500.00 $36.74 * in her name only. Interest paid after DOD $47.74 $1,000.00 $8.41 4.93% 5/11/1994 Powcr of Attorncy. Intcrest paid after DOD $13.61 $1,000.00 $21.63 5.83% 8/30/1994 Power of Attorney. Interest paid after DOD $27.85 3.92% 11/20/2001 4.97% 12/17/2001 4.16% 9/6/2002 5/11/1999 8/30/1999 5/11/2004 8/30/2004 5/20/2005 12/17/2006 9/6/2007 P O Box 4887 Lancaster, PA 17604 www. fultonbank.com 1-800-FULTON-4 Estate of Sara S. Marvel page -2- ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 022-0186534 $1,160.18 $22.23 2.96% 11/20/2002 * in her name only. Interest paid after DOD $25.87 022-0186550 $5,000.00 $ .27 1.98% 7/11/2003 * Carl A. Miner as Power of Attorney. Interest paid after DOD $10.59 022-0186571 $1,000.00 $37.14 4.16% 8/26/2002 * in her name only. Interest paid after DOD $41.64 022-0194359 $5,000.00 $20.63 3.34% 5/28/2003 * in her name only. Interest paid after DOD $38.12 022-0194362 $1,000.00 $4.14 2.47% 5/12/2003 * Carl A. Miner as Power of Attorney. Interest paid after DOD $6.72 11/20/2007 · 1/11/2006 8/26/2007 5/28/2013 5/12/2006 The decedent also has a safe deposit box # 103 at our West Shore Branch in her name only. If you should have any further questions, please do not hesitate to contact me. Very truly yours, Ka~-en D. Hillegas Credit Inquiry Processor Clymer & Musser PC Attorneys At Law 23 North Lime Street PO Box 1766 Lancaster, PA 17608-1766 Re: Estate of Sara S Mavel (SS # 204~01-6768) CD # 1100011444 - Title- Sara S Marvel Open date-12/04/1998 Balance as of 7/12/03 ($3004.82) Accrued Interest ($4.82) CD # 1165295577 - Title- Sara S Marvel Open date-12/09/1996 Balance as of 7/12/03 ($1412.48) Accrued Interest ($14.66) CD # 1166225113 - Title- Sara S Marvel Open date- 11/03/1992 Balance as of 7/12/03 ($2502.47) Accrued Interest ($2,47) We do not have any record of CD # 700001629.~ .s~- ~' ,:,i-t-ct ~. e 3 CD/IRA Dept Waypoint Bank P.O. Box 171 I. HARRISBURG. PENNSYLVANIA 1710~-1711 Toll Free I-1~61~-WAYPOINT (I-1~15(;-929-7154(;) · IN YORK AREA 717/i~1~-4~00 · www. wa[ipointbank.com Ruc 18 03 02:55p Carl Miner 717 ?63-9624 p.3 "08-18-2003 13:¢2:14 Account number: Short name: Type: gff d~te Post dte 12-31-02 6-30-03 8-17-03 8-15-03 8-17-03 8-15-03 7100001629 MARVEL SARA S CERTIF OF DEPOSIT TC Trans description Check # Interest Payment 20 INTEREST ADDED 6.880 20 INTEREST ADDED 6.880 20 INTEREST ADDED 6.880 15 RENEWAL OF CD 2.030 Time Inquiry Next Display: ,1,2. History Display Start date: .0.0,0,0,0.0. Amount Type 1967.99 INT PAID 2003.05 INT PAID 549.31 INT PAID 8-17-06 NXT MATY DT 2.030 INT RATE 30-0700-10 DSPBR01005 Prin balance Iht balance 58710 63 00 60713 68 00 61262 99 00 61262 99 00 F3=Exit F15=Restart History display complete Rug 80 03 ll:SGa Carl Miner ?17 O~e~:Of ': Es'yA.TE "'OP" ~RA:..S MgR~EL" THOUSAND ONE HUNDRED THIRTY ONE CERTIFICATE OF DEPOSITS Remitter Issue0 by Integr,qed Payment Syslerns Inc., E~]glewood, Colo~aco $ $6,131.51 DOLLARSI A~D~ .51.~ CENTS Authorized Signalur~' Dollars "'OqqS& ~¥ACHOVIA ':IO~OOOq?qw: &8OON2q?~Sq~,,. TIME DEPOSIT WITHDRAWAL CONFIRMATION O~ce Name ~chanicsbur9 / Mechanicsburq Dale 3120/2993 CURRENT BALANCE : $2:000 ACCRUED INTEREST : $24 vail ~nt. WD/PenFree: $24 PENALTY AMOUNT : $0 FEDERAL W/HD DUE : $0 WITHDRAWAL FEE : $0 OUTSTANDING PYMT : S0 CustomerName(s),AddfessandTaxpayerlDNumber SARA S MARVEL CARL S MINER P/A 717 PEAR ST LEMOYNE PA 17043 S204016768 .00 FULL REDEMPTION 25~CD ACCOUNT NUMBER: 247412096285996 25 O0 oo ~A~ O0 AiD TO CUSTOMER : $2,024.25 WACHOVIA Carl Nlner '/1'/ TIME DEPOSIT WITHDRAWAL CONFIRMATION p.3 orrice Name Mechanicsburg ./ Mechanicsburg PA Date Customer Name(s), Address and Taxpayer ID Number SARA S MARVEL CARL A MINER P/A 717 PEAR ST 08!'20/'2003 LEMOYNE PA 17043 S204016768 CURRENT BALANCE : + ACCRUED iNTEREST : Avail Iht WD/PenFree: - PENALTY AMOUNT : - FEDERAL W/HD DUE : - WITHDRAWAL FEE - OUTSTANDING PYMT $1~050.41 FULL REDEMPTION $1.43~ CD ACCOUNT NUMBER: 247412061653452 $50 90~/~ r~ ~/~/~ ~o OD ~ ~ ,~ $0.00 SO, O0 $o.o0 PAiD TO CUSTOMER ' O~ceName PORT CHESTER / SCARSDALE PA Date 08/2'0/2003 CURRENT BALANCE + ACCRUED INTEREST Avail Int WD/PenFree: - PENALTy AMOUNT - FEDERAL W/HD DUE - WITHDRAWAL FEE - OUTSTANDING PYMT PAID TO CUSTOMER S1,051.84 Customer Name(s), Address and Taxpayer 'ID Number SARA. S MARVEL CARL A MINER P/A 717 PEAR ST LEMOYNE PA 17043 $204016768 $1.046.06 FULL REDEMPTION $0'25 ~CD ACCOUNT NUMBER: 247412066247225 $0,25 S0.00 ' $0.00 $0.00 $1~046.31 Office Name ]]al]l~sbur~ / Mechanlcsburg Date /20/20O3 CURRENT BALANCE ~CCRUED INTEREST ]il Iht WD./PenFree: ?ENALTy AMOUNT ?EDERAL W/HD DUE ~ITHDRAWAL FEE ;UTSTANDT~ ~vu~ Customer Name(s). Address and/~payer tD Number SA~A S MARVEL CARL A MINER P/A 717 PEAR ST LEMOYNE PA 17043 S204016768 $2:000.00 PULL P~EDEMPTION $9.11 ~ ACCOUNT NUMBER: $9 11 247~1209~097030 ~o oo ~ ~o.oo 5/~ U~ /~goo7 $0.o0 oooo 5:~ ~,8 [§o~ ~ 02) E _o Fleet C*~tomer ~nt'ormat;oa 08-29-03 Fleet Penmylvania gervice~, Ir~. P.O. Box 5600 Scranton, Pa 18505 Clymer & Musser 23 North Lime S~eer PO Box 1.766 · Lancaster, PA 17608-1766 Attn: Mary E Welsh ' · CD Opted 080592 CD Opened 103000 Re: Sara S Marvel Da.t~ of Death:07-12-03 In response to your lener dated 08-18-03,..the following is the information which you requested. Account Ac~unt No. ' Title of Acct. D~te of Accrued Type Dea~l~ Inter~st Balance 0080001991 Sara S Mn~e] $2,055.66 $t.52 1000946245 Sara S Marvel $5,852.42 $76,36 IfI can be of any further assistance in thb matter, please feel £re~ ro contact me at 570 330 3888. For changes in ownor~hip co~/act the Lance,{er ]3ranch at ?17-295-77]. 1. Deborah Torba VOD Representative Current Balance $2,060.91 $5,945.07 m M&T 499 Mitchell Road, Millsboro, DE 19966 Mail Code 501-120 Clymer & Musser, P.C. Attorneys At Law 23 North Lime Street PO Box 1766 Lancaster, PA 17608-1766 Re; Estate of Sara S Marvel Social Security: 204-01-6768 Date of Death: July 12, 2003 Phone (302) 934-2909 F ax (302) 934-2955 September 9, 2003 Dear Sir or Madam: Per your inquiry dated August 18, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Certificate of Deposit Account Number 31003914498885 Ownership (Names oJ) Sara S Marvel Carl Miner, POA Opening Date 07/30/96 Balance on Date of Death $2,018. 49 Accrued Interest $ 15.55 Total $2,034. O4 Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Certificate of Deposit 31003914499552 Sara S Marvel Carl Miner, POA 10/24/96 $5,000.00 $ 30.18 Total $5,03 O. 18 3: Type of Account Account Number Ownership (Names Opening Date Balance on Date of Death Accrued Interest Total Certificate of Deposit 31003914501141 Sara S Marvel Carl Miner, POA 10/31/97 $1, 000. O0 $ 5.58 $1,005.58 ~2/_~tsjnc~erely¢, (302) 934-2909 LAST WILL AND TESTAMENT I, SARA SMITH MARVEL, of the City of Lancaster, County of Lancaster and CommonWealth of Pennsylvania, hereby make, publish and declare the following to be my Last Will and Testament, revoking any and all Wills and Codicils by me at any time heretofore made. FIRST: Payment of Debts:' I direct that all my just debts and funeral expenses be paid as soon after my demise as may be practicable. I further direct that all estate, transfer and inheritance taxes assessed with respect to my estate herein disposed of, or any part thereof, or any bequest or devise Contained in this my Will be paid out of my residuary estate as administration expenses without proration or apportionment. SECOND: Bequest - Personal Property: I direct that all my personal property, except my clothing, be sold at private or public sale and the proceeds therefrom be added to my residuary estate. 'THIRD: Charitable Bequests: I make the following charitable bequests: A. I give the sum of One Thousand Five Hundred And 00/100 ($1,500.00) Dollars to the HOLY'LAND CHRISTIAN MISSION, P.O. Box 419055, Kansas City, Missouri -64141-6055; and 'B. I give the sum of One Thousand Five Hundred And 00/100 ($1,500.00) Dollars to CHILDREN INTERNATIONAL, P. O. Box 419055, Kansas City, Missouri 64141- 6055. C. I give the sum of Three Thousand And 00/I00 ($3,000.00) Dollars to the GRACE EVANGELICAL CONGREGATION CHURCH, Lancaster, Pennsylvania, to be used as needed; and D. I give the sum of One Thousand And 00/100 ($1,000.00) Dollars to the WATER sTREET RESCUE MISSION, Lancaster, pennsylvania, to be used as needed. FOURTH: Specific Bequests: I make the following specific bequests: A. I give the sum of One Thousand And 00/100 ($1,000.00) Dollars to my great- nepheW, JOHN M. CARCHIDI of 608 Shield Street, Harrisburg, Pennsylvania 17011- 2801; and B. I give the sum'of One Thousand And '00/100 ($1,000.00) Dollars to each of the following nieces and nephews of mine: (1) CARL A. MINER of 117 Clark Street, Lemoyne, Pennsylvania 17043; and (2) VERA MINER SPANOS of 21 George Street, Milford, New Hampshire 03055; and (3) NATALIE MINER KING of 8 Screven Court, Bluffion, South Carolina 29910; and (4) GARY A. SMITH of 271 Spanglers' Mill Road, New Cumberland, Pennsylvania 17070; and (5) StIARON SMITH REED of 7915 Glengary Court, Glen Burnie, Maryland ' 21061'. FIFTH: Bequest - Residue: I give, devise and bequeath all the rest, residue and remainder of my estate, of whatever nature and Wherever located, to be divided equally among ROBERT C~ MARVEL of 949 Sherry Lane, Lancaster, Pennsylvania .1'7601, MURIEL MARVEL McNELIS of 107 Oak Street, P. O. Box 997, Hurlock, Maryland 21643-0997 and EDNA BINKLEY MARVEL of 540 Kensington Road, Apartment 8, Lancaster, Pennsylvania 17603, or the survivor(s) of them, if any should predecease me. SIXTH: Appointment ofEx¢cut0r: I nominate, constitute and appoint my nephew, CARL A. MINER, of 117' Clark Street, Lemoyne, Pennsylvania 17043 aS Executor of this my Last Will and Testament. I direct that my Executor shall not be required to file bond in any Court for his faithful performance of duty, whether he should be a non-resident of this state or for any other reason. SEVENTH: Definitions: A. As used in this Will, the masculine, feminine or neuter gender, and the singular or plural number, shall each be deemed to include the others whenever the context so indicates. B. Captions and paragraph headings used herein are for convenience only, and are not a part of this Will, and shall not be used in construing it. IN WITNESS WHEREOF, I have hereunto set my hand and seal this J j2..~ day of ~(_~-~-,,¢oz-~ , A.D., 1998. z (SEAL) ./ Sara Smith Marvel SIGNED, sealed, published and declared by the above-named TeStatrix, SARA SMITH MARVEL, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. residing at residing at -4- COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF LANCASTER ) WE, S.ARA SMITH MARVEL, JAMES N. CLYMER and JOANNE FINNERTY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority, a' Notary Public, that the Testatrix signed and' executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed, the Will as witness, and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age.or older, of sound mind. and under no constraint or undue influence. - ,- -/~/~~,'~/~~ Testatrix / Witness /"~ T ~~"~ ~ '~'-'a~~-~? Witness SUBSCRIBED, a~rmed to'~ ac~owledged before me, a Nota~ Public, by S~A SMITH ~~L, the Testatrix, and subscribed and a~rmed to ~fore ~e by J~S N. CL~R and ~O~ F~RTY, witnesses, thi~q~ay of~ A.D., 1998. ~T~~ Not~ Public My Co~i Expkes: SU,~,N B. LOWE, Notary Mm~etm T~.,~~., P -5- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 NARRI,~DURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAKSENENT, ALLO#ANCE OR DKSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-1G4? EX &FP DATE 01-27-2004 ESTATE OF MARVEL SARA S DATE OF DEATH 07-12-2005 FILE NUMBER 21 05-0615 ! COUNTY CUMBERLAND JAMES N CLYMER ACN 101 CLYMER & MUSSER Amoun~ RemArked 25 N LIME ST LANCASTER PA 17602 MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LINE ~.* RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR D/SALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF MARVEL SARA S FILE NO. 21 05-0615 ACN 101 DATE 01-27-2004 TAX RETURN NAS: ( ) ACCEPTED AS FKLED (X) CHANGED SEE ATTACHED NOTICE RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nershlp Tn~eres~ (Schedule C) ($) q. Mor~gages/No~es Rece/veble (Schedule D) (q) 5. Cash/Bank Depos/ts/H/sc. Personal Proper~y (Schedule E) (5) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Cos~s/M/sc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liab/li:~/es/L/ans (Schedule T) (10) 11. To,al Deductions 12. Ne~ Value of Tax Ra~urn 1:5. 1~. Char/~able/Govarnaen~al Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Es~a~e Subjec~ ~o Tax 115/545.10 .00 .00 NOTE: To insure proper .00 credi~ ~o your account, .00 sube~ ~ha upper .00 of th~s form w~h your tax payment. .00 (8) 12,982.$7 .00 NOTE: 115,545.10 ]2.c)82.37 102,560.75 7,000.00 95,560.75 18 and 19 w'i11 (is) .00 x O0 = .00 (16) 89,560.75 x 045= 4,030.25 (17) .00 x 12 = .00 (I8) 6,000.00 x 15 = 900.00 (19)= 4,950.25 Zf an assessment was issued previously, lines 14, 15 and/er 16, 17, reflect figures that lnclude the total of ALL returns assessed to date. ANOUNT PAID $,900.00 ASSESSMENT OF TAX: 15. Amoun~ of L/ne 1~ a~ Spousal ra~e 16. Amoun* of Line 1~ *exable a* Lineal/Class A ra~a 17. Amoun~ of LAne 1~ e~ S/bl/ng ra~e 18. Aeoun~ of L/ne 1~ ~axable a~ Collateral/Class B ra~e 19. Pr/ncApal Tax Due TAX CREDZTS: PAYMENT RECEIPT DISCOUNT (+} DATE NUHBER KNTEREST/PEN PAID (-) 09-18-2005 CD005054 205.26 11-21-2005 CD00~272 .00 >AYHENT MUST BE NADE BY 04-12-2004~. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 286.79 TOTAL TAX CREDIT 4,$92.05 BALANCE OF TAX DUEI 538.18 INTEREST AND PEN.I .00 TOTAL DUE I 538.18 ( KF TOTAL DUE KS LESS THAN $1, NO PAYNENT KS REgUKRED. KF TOTAL DUE KS REFLECTED AS A 'CREDKT' (CR), YOU NAY BE DUE-~¢ A REFUND. SEE REVERSE SKDE OF THKS FORH FOR KNSTRUCTKONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND [CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIDNS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 19BZ -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collataral) beneficiaries of the decedent after tho expiration of any estate for life or for years, the Commonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the 1aclu1 Class B (collateral) rate on any such futura interest. To fiJlfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 9140). Detach tho top portion of this Noticm and submit with your payment to the Register of Niils printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, 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-131S). Applications are available at the Office of the Register of Mills, any of the 23 Revenue District Offices, or by calling the special 24-hour ansmering service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 iTT only). Any party in interest not satisfied eith the appraisement) allowance, or disallowance of deductions, or assessment of tax [including discount or interest) as shown on this Notice must object within sixty [60] days of receipt of this Notice by: --eritten 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 Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" [REV-ISO1) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent [5Z) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and 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 from the date of death, to the date of payment. Taxes ehich became delinquent before January i, 1982 bear interest at the rate of six (6Z} percent par annum calculated at a daily rate of .000164. Ali taxes which became delinquent on and after January 1, 1982 mill bear interest at a rate which mill vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yaa__r Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 9Z .000Z47 1999 72 .000192 1983 162 .OOO43B 1988-1991 llZ .000301 2000 82 .000219 1984 IZZ .000301 1992 92 .000247 2001 92 .000247 1985 X3Z .000356 1993-1994 72 .000192 2002 62 .000164 1986 lOX .000274 1995-1998 92 .000247 ZOO3 52 .000137 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DAXLY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. REV-1470 EX (6-88)  INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME Sara S Marvel !FILE NUMBER REVIEWED BY 2103-0613 Deborah Washington ACH 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES I 1 The deduction claimed for reimbursement has been disallowed. No evidence of a written contract of indebtedness between decedent and claimant was submitted. ROW Page 1 BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. 280601 HARRTSBURG., PA 171Z8-060! CONMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX JAMES N CLYMER CLYHER & MUSSER Z$ N LIME ST LANCASTER PA 17602 REV-15~i7 EX AFP (01-0,$) F~D~TE 01-Z7-Z00q ~ATE OF -' '~IARVEL SARA S ~E:, OF DEATH;~ 07-1Z-Z00:5 FILE NUH~ER Z1 0:5-061:5 11 P!2 Amoun~ Remi~ed MAKE CHECK-PAYAbLE AN9 REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-15q7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF MARVEL SARA S FILE NO. 21 0:5-061:5 ACN 101 DATE 01-27-200q TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 5. Closely Hold S~ock/Par~narship In~ares~ (Schedule C) ($) q. Mortgages/No,es Receivable (Schedule D) $. Cash/Bank Deposi~cs/Misc. Personal Proper~y (Schedule E) (S) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensas/Adm. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Deb~cs/Mor~gage Liabilities/Liens (Schedule Z) (10) 11, To~al Deductions 12. Ne~ Value of Tax Re~urn 15. .00 115~5q3.10 .00 .00 (8) 12,982.37 Charitable/Governmental Beques*s; Non-elec~ed 9115 Trusts (Schedule J} Ne* Value of Es~a*e Subjec~ *o Tax .00 NOTE: To insure proper .00 credi~ *o your account, .00 submi~ *ha upper portion of ~his form wi~h your ~ax payment. 115,5q:5.10 .O0 (11) 12.982.:57 (12) 102,560.7:5 (13) 7,000. O0 (lq) 95,560.7:5 .00 0q5 = q,0:50.2:5 · 00 x 1Z = .00 900.00 NOTE ASSESSNENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e 16. Amoun~ of LAne lq ~axable a~ Lineal/Class A ra~e 17. Amoun~ of Line lq a~ Sibling ra~e 18. Aaoun~ of Line lq ~axable a~ Colla~era1/Class B ra~e 19. PrinclpaZ Tax Due TAX CREDITS: PAYMENT I RECEIPI DATE NUHBER 09-18-200:5 CDOO:50:Sq 11-21-200:5 CD00:5272 Zf an assessment was issued previously, 11nas lq, 15 and/or 16, 17, 18 and 19 wlll reflect figures that lnclude the total of ~LL returns assessed to date. (16).. (17) (18). 89,560.7:5 x 6,000.00 x 15 = PAYMENT MUST BE MADE BY Oq-lZ-ZOOq~. DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 205.26 .00 (19)= q,9:50.23 :5,900.00 286.79 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT ~ALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL'DUE 9 C\u q,:592.05 5:58.18 .00 558.18 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUZRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (15) .00 x O0 = IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION ', .... ' ~:~ ' ': IN RE: THE ESTATE OF SARA SMITH MARVEL LATE OF LEMOYNE BOROUGH No. 0613-2003 INVENTORY Fulton Bank - Checking Account No. 0118-95550. Principal balance as of date of death of $2,446.78 with accrued interest of $0.15 Fulton Bank - Vacation Club Account No. 0088-90409. Principal balance as of date of death of $120 with no accrued interest Fulton Bank - Christmas Club Account No. 0067-90817. Principal balance as of date of death of $540.00 with no accrued interest Fulton Bank - Certificate of Deposit No. 012-00543 ! 4. Principal balance as of date of death of $1,000.00 with accrued interest of $8.41 Fulton Bank - Certificate of Deposit No. 012-0062650. Principal balance as of date of death of $1,000.00 with accrued interest of $21.63 Fulton Bank - Certificate of Deposit No. 015-0164680. Principal balance as of date of death of $3,000.00 with accrued interest of $76.34 Fulton Bank - Certificate of Deposit No. 015-0166040. Principal balance as of date of death of $1,500.00 with accrued interest of $5.11 Fulton Bank - Certificate of Deposit No. 022-0186521. Principal balance as of date of death of $2,500.00 with accrued interest of $36.74 Fulton Bank - Certificate of Deposit No. 022-0186534. Principal balance as of date of death of $1,160.18 with accrued interest of $22.23 Fulton Bank - Certificate of Deposit No. 022-0186550. Principal balance as of date of death of $5,000.00 with accrued interest of $0.27 $ 2,446.93 120.00 540.00 1,008.41 1,021.63 3,076.34 1,505.11 2,536.74 1,182.41 5,000.27 Fulton Bank - Certificate of Deposit No. 022-0186571. Principal balance as of date of death of $1,000.00 with accrued interest of $37.14 1,037.14 · Fulton Bank - Certificate of Deposit No. 022-0194359. Principal balance as of date of death of $5,000.00 with accrued interest of $20.63 5,020.63 Fulton Bank - Certificate of Deposit No. 022-0194362. Principal balance as of date of death of $1,000.00 with accrued interest of $4.14 1,004.14 Waypoint Bank - Certificate of Deposit No. 1100011444. Principal balance as of date of death of $3,000.00 with accrued interest of $4.82 3,004.82 Waypoint Bank - Certificate of Deposit No. 1165295577. Principal balance as of date of death of $1,397.82 with accrued interest of $14.66 1,412.48 Waypoint Bank - Certificate of Deposit No. 1166225113. Principal balance as of date of death of $2,500.00 with accrued interest of $2.47 2,502.47 Waypoint Bank - Certificate of Deposit No. 7100001629. Principal balance as of date of death of $60,713.68 with accrued interest of $137.28 60,850.96 Wachovia - Certificate of Deposit No. 247412096285996. Principal balance as of date of death of $2,000.00 with accrued interest of $14.40 2,014.40 Wachovia - Certificate of Deposit No. 247412061653452. Principal balance as of date of death of $1,050.41 with no accrued interest 1,050.41 Wachovia - Certificate of Deposit No. 247412066247225. Principal balance as of date of death of $1,046.06 with accrued interest of $11.12 1,057.18 Wachovia - Certificate of Deposit No. 247412096097030. Principal balance as of date of death of $2,000.00 with accrued interest of $47.59 2,047.59 M&T Bank - Certificate of Deposit No. 31003914498885. Principal balance as of date of death of $2,018.49 with accrued interest of $15.55 2,034.04 M&T Bank - Certificate of Deposit No. 31003914499552. Principal balance as of date of death of $5,000.00 with accrued interest of $30.18 5,030.18 M&T Bank - Certificate of Deposit No. 31003914501141. Principal balance as of date of death of $1,000.00 with accrued interest of $5.58 1,005.58 · Fleet National Bank - Certificate of Deposit No. 0080001991. Principal balance as of date of death of $2,055.66 with accrued interest of $1.52 2,057.18 Fleet National Bank - Certificate of Deposit No. 1000946245. Principal balance as of date of death of $5,852.42 with accrued interest of $76.36 Fulton Bank - interest on Certificate of Deposit 022-0186550 Inter-County Health Plan - reimbursement Family Circle Magazine - refund Coins (Kennedy half dollars) TOTAL 5,928.78 20.36 13.92 5.00 8.00 $ 115,543.10 COMMONWEALTH OF PENNSYLVANIA COUNTY OF /__~,../--.e~ · ss: Carl A. Miner, being duly affirmed according to law, deposes and says that he is the Executor of the Estate of Sara Smith Marvel and the foregoing Inventory is true and correct to the best of his knowledge, information and belief. Affirmed and subscribed · to befo~ me this /~"'- ' · day of J_q.&u:~,~:~d 2003 NOTARIAL SEAL MARY E. WELSH, NOTARY PUBUC CITY OF LANCASTER, LANCASTER CO. MY COMMISSION EXPIRES SEPT. 20, 2006 Carl A. Miner, Executor IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION No. 0613 of 2003 IN RE: THE ESTATE OF SARA SMITHMARVEL LATE OF LEMOYNE BOROUGH INVENTORY CLYMER 0 MU$3ER, P. C. ATTOR~xIEY$ AT LAX~ 23 BIORTH LIME STREET PO~T OFFICE BOX 17~ ~NCASTER, PA 17608-1766 (717) 299-7101 COMMONWEALTH OF PENNSYLVANIA DEPART[ ~NT OF REVENUE ~UREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 0O3551 CLYMER JAMES N 23 NORTH LIME STREET LANCASTER, PA 17602 ........ fold ESTATE INFORMATION: SSN: 204-01-6768 FILE NUMBER: 2103-061 3 DECEDENT NAME: MARVEL SARA SMITH DATE OF PAYMENT: 02/11/2004 POSTMARK DATE: 02/10/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/1 2/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $538.18 TOTAL AMOUNT PAID: $538.18 REMARKS: ..... SEAL CHECK//13710 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS DATE INVOICE AMOUNT 60-1356/313 CLYMER & MUSSER, P.C. ~J TRUST ACCOUNT 1 3 7 1 0 23 NORTH LIME STREET LANCASTER, PA 17602 //~ O DOLLAR~ Bank of Lancaster STRASBURG PEN NSYLVAN(~ STATUS REPORT UNDER RULE 6.12 Name of Dccctlcul: Dale of Dc:llh: Estalc Number: SARA SMITH MARVEL Ju~¥ 12t 2003 2103-0613 l'lirsilllll! It} Rulc 6.12 of thc SUln'cine Court Orphans' Court Rules, I ['Clmr! thc following wilh rCsl}ec! to completion of thc administration o1' thc alcove-captioned cslalc: 1. Slate whether administration of thc cst:itc is complete: Yes X No 2. If the answer is No, st:dc whc. thc persou:d rclu'CSCnlativc reasonably believes that the adminislJ'aliou will be complete: 3. If the answcr to No. I is Yes, state the foliowi.g: A. Did the personal rci}rcscnlalive file a formal final account with Iht courl? Yes No X B. Did thc persomfl representative si:lie :iii account informally lo the imrlies ia interest? Yes x No C. Did thc personal rcprcscnlalive file aplU-owiis of thc accou. I, rcccipls, joindcrs ami releases wilh the Clerk of Orlflmns' Court? Yes No X D. Did the personal rcln-CSCntfitive complcle filml distribution? Yes ~ No February 19 2004 James N. Clymer Street Lancaster, PA 17602 Address { 717) 299-7101 Tclcl}hone Number BUREAU OF ZNDTVZDUAL TAXES ~' INHERITANCE TAX DI¥I$10N DEPT. ZSO6D1 HARRISBURG) PA 17128-0601 JAMES N CLYMER CLYMER 8 HUSSER Z$ N LIME ST LANCASTER COHNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'rNHER'rTANCE TAX STATEMENT OF ACCOUNT Reco~-::?= ~,~ :i..'~ DATE ~e~i~.; ;~ ~ ?i!:~ ESTATE OF DATE OF DEATH FILE NUHBER MAR 1~ P1 :~OUNTY ACN PA 1761Lr~mb~ ::,- :.. .; 05-08-200q MARVEL 07-1Z-2005 Z1 05-0615 CUMBERLAND 101 Aeoun'l: Rem i'l:'l:ed REV-1607 EX AFP SARA S MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account:, sube/~ the upper portion of ~his fore wi~:h your ~:ex payment:. CUT ALONG THTS LINE ~" RETA/N LONER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ##~ INHER'rTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF MARVEL SARA S FILE NO. 21 05-0615 ACN 101 DATE 05-08-200~ THIS STATEMENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHO#N BELON ~S A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-27-200q PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): q,950.25 PAYMENT DATE 09-18-2005 11-21-2005 O2-10-ZOOfi RECEIPT NUMBER CDOOSOSq CDOOSZ72 CD005551 DISCOUNT (+) ZNTEREST/PEN PAID (- ZO5.Z6 .00 .00 AMOUNT PAID 5,900.00 Z86.79 558.18 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULAT/ON OF ADDITIONAL INTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYHENT 1S REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT q,950.Z$ BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make cheek or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): 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-iS15). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices or from the Department's Z~-hour ansaering service for forms ordering: 1-BO0-$6Z-ZO50~ services for taxpayers mith special hearing and / or speaking needs: 1-800-qqT-SOZO (TT only). REPLY TO: Ouastions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes~ ATTN: Post Assessment Review Unit, Dept. ZaO601j Harrisburgj PA 17128-0601~ phone (717) 787-6SOS. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedmnt's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 1B~ 1996~ the first day after the and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of daath~ to the date of payment. Taxes which became delinquent before January 1~ lgBz bear interest at the rate of six (62) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate ~hich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq ara: Interest Year Rate 19BI 202 198~ 1~85 152 1986 102 1987 92 Daily Interest Daily Interest Daily :actor Year Rate Factor Year Rate Factor. 0005q8 1988-1991 lIZ .00050~" ZOOI 92 .O00Zq7 O00~$B 1992 92 .O00Zq7 ZOOZ 62 .00016~ 000301 1995-299~ 72 .O0019Z 2003 52 .000157 ,000356 1995-199B 92 .0002~7 ZO0~ q2 .OOOllO O00ZTq 1999 72 .000192 0002~7 2000 ~2 .000219 --Interest is calculated as folloNs: TNTEREST = BALANCE OF TAX UNPATD X NUMBER OF DAYS DBL/NI;IUENT X DAXL¥ TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shomn on the Notice, additional interest must be caZcuZatad.