Loading...
HomeMy WebLinkAbout04-0854SAMUEL H. JOHNSON ..JOHNSON, HEARN, VINEGAR, GEE ~ MERCER, PLLC ATTORNEYS AT LAW TWO HANNOVER SQUARE, SUITE 2200 RALEIGH, NORTH CAROLINA 276OI TELEPHONE 1919J 743-2E00 sjoh nson@jhvgmlaw, com September 13, 2004 Register of Wills I Courthouse Square Carlisle, PA 17013 Re: 970427.001 - Estate of Shirley Brenner Mrs. Shirley E. Brenner passed away on July 23, 2004 in Wake County, North Carolina and her estate is being administered in file 04 E 1904 in the Office of the Clerk of Superior Court of Wake County. Enclosed please find exemplified copy of the Will and Probate to be filed in Cumberland County, PA where Mrs. Brenner owns real estate with her husband. Also enclosed is check in the sum of $104.00 for the filing fee. If you need any additional information, please let me know. CC.' Mr. Harold Brenner Dr. Bruce Howell F:\Docs\SHJ\Estates\Brenner\PA letter.wpd Sincerely, Sam Johnson/ STATE OF NORTH CAROLINA in The General Court Of Justice WAKE County EXEMPLIFICATION U.S. Code Title 28-1738 As Clerk of the Superior Court of this County, State of North Carotina, I certify that the attached copies of the documents described below are true and accurate copies of the originals now on file in this office. NumberAndOesc~nOfA~echedOocumen~ 14 PAGES INCLUDING THE LAST WILL AND TESTAMENT OF SHIRLEY E. BRENNER, THE CERTIFICATE OF PROBATE, THE APPLICATION FOR PROBATE AND LETTERS,THE OATH, THE ORDER AUTHORIZING ISSUANCE OF LETTERS, AND THE LETTERS TESTAMENTARY SEAL Date SEPTEMBF~ q ? ¢~¢~/, . Va~J~ ~'~¥pe Or Print) f ~/ ~ ALICE PARRISH Z~HARY Deputy CSC [] Assistant CSC [] Clerk Of Superior Court As a Judge of the General Court of Justice, State of North Carolina, I certify that the signature appearing above is that of the Clerk, Assistant Clerk, or Deputy Clerk of Superior Court for this County, who is duly sworn. I further certify that the seal affixed to the certificate appearing above is the seal of this Court and that it has been used here in good form by the proper officer. SEPTEMBER 9, 2004 EVELYN' W. H~ As Clerk of the Superior Court of this County, State of North Caroline, I certif~thet the.~ignature appearing above is that of e duly sworn Judge of the Genorel Court of Justice, State of North Carolina. --~ SEAL SEPTEMBER 9, _2004 Aec-G-102, Rev. 4/97 © 1997 Administrative Office of the Courts STATE OF NORTH CAROLINA WAKE County IN THE MATTER OF THE ESTATE OF: SHIRLEY E. BRENNER, DECEASED The Court in the exercise of its jurisdiction of the probate ,of wills and the ~,m~No. 04-E-1904 In The General Court Of Justice Superior Court Division Before the Clerk LETTERS TESTAMENTARY G.S. 28A-6-1 administration of estates, and upon application of the fiduciary, has adjudged legally sufficient the qualification of the fiduciary named below and orders that Letters be issued in the above estate. The fiduciary is fully authorizec ~y the ~aws of Nortn Carolina :o receive and a(~minister all of the assets belonging to the estate, and these Letters are issueo to attest to that authority and to certify that it is now in full force and effect. Witness my hand and the Seal of the Superior Cour[. Name And Title Of Fiduciao/ I ~_H__AROLD H. BRENNER EXECUTOR CARY~ NORTH CAROLINA 27511 ~ity, State, Zip SEAL Date Of Qualification Clerk Of Suflenbr Couff AUGUST 9 2004 JANET I. PUESCHEL Date Of I~uance EX OFFICIO JUDGE OF PROBATE AUGUST 9, 2004 Signature [] Deputy C$C [] Assistant C$C AOC-E-403 Rev. 5/96 STATE OF NORTH CAROLINA WAKE County IN THE MATTER OF THE ESTATE OF: SHIRLEY E. BRENNER, DECEASED ~i~, No. 04-E-1904 In The General Court Of Justice Superior Court Division Before The Clerk ORDER AUTHORIZING ISSUANCE OF LETTERS TESTAMENTARY G.S. 28A-6-1; 35A-1215, -1226; 36A 107 The Court finds from the Application for Letters in the matter named above that the Fiduciary is entitled and is not disqualified to administer t~e estate, trust or guardianship. Based on these findings the Court orders that Letters be issued to the Fiduciary in this matter. Yame And Address Of Fiduciary HAROLD H. BRENNER 201 GLASGOW ROAD CARY, NORTH CAROLINA EXECUTOR Name And Ad.ess Of F/duc~r¥ 2 27511 AUGUST 9, 2004 Clerk Of Superior Cou~ JANET I. PUESCHEL EX OFFICIO JUDGE OF PROBATE ~-~ Assistant CSC [] Clerk Of Superior Court AOC-E-402, Rev, 2/2000 ©2000 Administrative Office of the Courts STATE OF NORTH CAROLINA Wake County IN THE MA'ri'ER OF THE ESTATE OF: -~i'le No~. - 04-E-1904 In The General Court of Justice Superior Court Division Before The Clerk Name of Decedent/Minor, Incompetent/Trust ,Shirley E. Brenner OATH N. C. Constitution, Art. VI., Sec. 7; G.S. 11~7, 11-11; I, the undersigned, dosolemnly ~x swear ,~affirm that l will support and maintain the Constitution and Laws of the United States, and the Constitution and laws of North Carolina not inconsistent therewith; that I will be Faithful and bear true allegiance to the State of North Carolina, and to the constitutional powers and authorities which are or may be established for the government thereof; and that I will endeavor to support, maintain and defend the Constitution of said State, not inconsistent with the Constitution of the United States, to the best of my knowledge and ability; and that I will faithfully discharge the duties of my office as indicated below; . ~so help me,God. ~and this is my solemn affirmation. (check office below) OATH OF ADMINISTRATOR ~ I ~ swear _~' affirm that I believe that the above named decedent died without leaving any Last Will and Testament; that I will well and truly administer all and singular the goods and chattels, rights and credits of the deceased and a true and perfect inventory thereof return according to law; and that all other duties appertaining to the charge reposed in me, I will well and truly perform, according to law and with my best skill and ability; F~ so help me, God. !_~_ and this is my solemn affirmation. oATH OF EXECUTOR I ~x swear .~ affirm that I believe this paper writing to be and contain the Last Will and Testament of the above named decedent; and that I will well and truly execute the same by first paying the decedent's debts and then the decedent's legacies; as far as the said estate shall extend or the law shall charge me; and that I will well and faithfully execute the office of an executor, agreeably to the trust and confidence reposed in me, and according to law; x~ so help me, God. ~-- and this is my solemn affirmation. OATH OF ADMINISTRATOR CTA swear ~-~ affirm that I believe this paper writing to be and contain the Last Will and Testament of the above named decedent; and that I will well and truly execute the same by first paying the decedent's debts and then the decedent's legacies, as far as the said estate shall extend or the law shall charge me; and that I will well and faithfully execute the office of an admini~rator cra to the best of my skill -- and ability and according to the law; !~so help me, God. ~ _and th s is my solemn affirmation. OATH OF FIDUCIARY I ~_ swear ~affirm that I will faithfully and honestly discharge the duties reposed in me according to the best of my skill and ability, and according to law; i'~so help me, God. !--~and this is my solemn affirmation. , Name of Fiduciary 1 ~Name of Fiduciary 2 Harold H. Brenner sIg~pat~ of Fiduciary 1 . A X~ SWORN [~.~AFFIRMED AND SUBSCRIBED TO Signature of Fiduciary 2 i ' SWORN i~AFFIRMED AND SUBSCRIBED TO Date iID~te- August 9, 2004 Signature of Per~on AuthQfl'zed Ta Administer Oaths Deputy CSC !'-~ AssYrian; CSC ~ Clerk Of Supedor Court !Signature of Person Authorized To Administer Oaths ~y Commission Expires SEAL i~-~Notary ! 11-25-06 i SEAL [_r~ Note~7 o ma w~e t ~ · ~ Pub c L ] as,ata., C,erk O, court Date My Commission Expires STATE OF NORTH CAROLINA Wake County IN THE MATTER OF THE ESTATE OF.~uu~ ~.U~ "9 P~ h: [, h Name And Address of Decedent [ 04-E-1904 In The General Court of Justice Superior Court Division Before the Clerk '" C. S C APPLICATION Shidey E. Brenner ¢,.~: i.; UNTY. vl~)~ PROBATE AND LETTERS 201 Glasgow Road B"f: Cary, NC 27511 Social Secudty No. I County of Domicile At Time of Death ~ TESTAMENTARy r~ OF ADMINISTRATION CTA 231 09 1143 ~th ~ G,S. 28A-6-1; 28A~12-4; 105-22 ny ' P/ace of Death ~ July 23, 2004 l~;~u,~,is)~r/4ny ~ling Address of Applicant Harold H. Brenner 201 Glasgow Road Cary, NC 27511 ~ce (County, State) Wake County, NC 'Name And Mailing Address of Attorney ~e~phone No. Samuel H. Johnson P.O. Box 1776 Raleigh, NC 27602 Attorney Bar No. 23__~ Telephone No. Te~phon~'~o. 919/743-2200 the undersigned, applying for probate and for letters in the above estate, being first duly sworn, say that: The decedent was domiciled in this county at the time of the decedent's death, or left property of assets in this county, or was a nonresident motodst who died in North Carolina; no other proceeding for probate or for administration is pending in any jurisdiction. The decedent left the paper-writing(s) purporting to be the decedent's Last Will and Testament ~ and codicil(s), dated as shown above. ~a. I am an executor, devisee or legatee named Jn the will, or a next-of-kin or creditor of the decedent. ~b. I am the person entitled to apply for letters or am applying after all persona having prior right to apply have renounced. ~ c. I am applying subject to G.S. 28A-6-2(1) and move that all necessary citations be issued. ~d. I am the public administrator appointed by the Court. I am not disqualified pursuant to G.S. 28A-4-2 to administer the estate and have not renounced my right to do so. Following the execution of the will there were no children born to or adopted by the decedent, and the decedent did not thereafter marry or obtain a divorce. (If the facts are otherwise, state them on an attachment.) After diligent inquiry, I have determined that the persons listed below are all the persons entitled to share in the decedent's estate. (~fthereisac~u~t~ap~~intedguardianf~ranysu~hper~~n(s)~~$ttheguardian~sname~ndaddres~~nana#achment~) NAME RELATIONSHIP MAILING ADDRESS Harold H. Brenner husband 1 Glaeu~)W Road, Cary, NC 2751 ACC-E-201, Rev. 5/98 Odginal - File Copy - Applicant Copy - Revenue 1998 Administrative Office of the Courts (Preliminary Inventory on Reverse) 04-e-1904 1. Accounts in sole name of decedent (Liatb~ ~ ~- ~ 2. Joint accounts w'th~ dght of survivorship (List bank, etc., each account no., balance and joint Stocks and bonds in sole name of decedent or jointly owned Owned By Owned % Owned B Owned withovt right of survivorship .................................. . 100 4. Cash and undeposited checks on hand .......................................... .. -- 5. Household furnishings .................................................................................................... 6. Farm products, restock, equ pment and tools ................................................................. 7. Vehicles ........................ e 8. Interest in partnership or sole proprietor businesses .................................................... 9. Insurance, Retirement Plan, I.R.A., etc., payable to Estate ................................................ 10. Notes, )udgments, and other debts due decedent ................................................ 11. Miscellaneous personal property .................... 12. Real estate willed to the Estate ...................................................................... ~ ..... ~ __ 13. Estimated annual income of Estate % Owned 10000.00 25000.00 2000.00 (Base bond on this amount, if applicable · TOT ....... ~ PROPERTY WHICH CAN BE ADDED TO ESTAT= ............ ~' 37000.00 1. Joint accounts with right of survivorship (List bank, ' '" ~ ~"~ ~= ~ ~t::I::L~ED TO PAY CLAIMS ./~.. First Citizens Sank, BB&T - Cds, checking, Crescent State Sank * Cds, checking, Capital Sank Wachovia, CCB, South Trust Sank 2. Stocks and bonds jointly owned With right of survivorship .................................................. 3. Other personal property recoverable (G.S. 28A-15-10) ......................................... 4. Real estate owned by decedent and not listed elsewhere ........................... . .... 800000.00 3. There [] is [] is not a potential claim for wrongful death arising under G.S. 28A-18.2... 4. There [] are [] are not transfers over which decedent retained any interest as described in N,C. Inheritance Tax Laws, G.S. 105-2(3) through 105-2(6) .................................................... 5. There [] were [] were not gifts made three (3) years or less before decedent's death. Signature,o~/1 Signature of Co-Applicant SWORN AND SUBSCRIBED TO BEFORE ME SWORN AND SUBSCRIBED TO BEFORE ME % ~ ~ Date Signat[ m~of~-erson~utho~zer (1 To Aclmir~ter Oaths ,.. . . - -' ~'~//~ ' h ~ I~'gna'ure °r P'ere°n Auth°rfzeci T° AdminiSter Oa~$ A ' etary OC-E-2Ol, S,deTwo, Rev. 3/02 T~ ~a~'~-_~aJeCoun[~ ~orary I SEAL UZABETHj ROBERTSON '1 sT~,~E OF NORTH CARG~INA WAEE County IN THE MATTER OF THE ESTATE OF: SHIRLEY E. BRENNER, DECEASED 08-06-1998 FEe No. 04-E-1904 In The General Court Of Justice Superior Court Division Before The Clerk CERTIFICATE OF PROBATE G.S. 31-17 A paper-writing dated as indicated above, purporting to be the Last Will and Testament or codicil(s) thereto of the above named decedent has been exhibited before me. Sufficient proof of the due execution thereof has been taken in the self-proving paper-writin~ or as set forth in the accompanying affidavits which are incorporated and made a part hereof. It is adjudged that the paper-writing and every part thereof is the Last Will and Testament or codicil(s) thereto of the decedent, and the same is ordered admitted to probate. ~08-09-2004 AOC-E-304, Rev. 5/98 998 Administrative Office of the Co.rs I.,~k~T WILL AN-[L~TESTAMENT STATE OF NORTH CAROLINA COUNTY OF WAKE I, Shirley E. Brenner, of the County of Wake, State of North Carolina, being of sound mind and memory do hereby revoke all Wills and Codicils heretofore made by me, and do hereby make, publish and declare this my Last Will and Testament in manner and form as follows: ~ LTEMI I direct that my Executor shall pay all my legal debts and cost of administration, and any expenses for my funeral or any monument as soon as practicable, except my estate is not required to pay debts on real property unless specifically mandated in my Will. I direct that my Executor may pay any unpaid portion of my pledge for any charitable purpose for the current year. LTE~H I direct that all estate and inheritance taxes and other taxes in the general nature thereof which shall become payable upon or by reason of my death, with respect to any property passing by or under the terms of this Will or any Codicil to it hereafter executed bY me, or with respect to the proceeds of any policy or policies of insurance on my life, or with respect to any other property (including property over which I have a power of appointment) included in my gross estate for the purpose of such taxes, shall be paid by my Executor out of the principal of my residuary estate, and I direct that no part of any of such taxes be -2- charged against (or collected from) the person receiving or in possession of the property taxed, or receiving the benefit thereof, it being my intention that all such persons, legatees, devises, surviving tenant by the entirety, appointees and beneficiaries receive full benefit without any diminution on account of such taxes. I give, devise and beqlaeath to my husband, Harold H. Brenner, if he survives me, all of my tangible personal property, absolutely and in fee simple. I give, devise and bequeath to my husband, Harold H. Brenner, if he survives me, all of the residue of my property, real, personal and mixed and wheresoever situated, absolutely and in fee simple. In the event that I am not survived by any of the foregoing beneficiaries referred to in this Will, I give, devise and bequeath all of my residuary estate unto my Executor to be distributed as follows: (a) One-half(i/2) share to the persons who would have been entitled thereto under the intestate laws of the State of North Carolina if I had died intestate at that time domiciled in North Carolina and owning such property; and (b) One-half (1/2) share to the persons who would have been entitled to share in my husband's estate under the intestate laws of the State of North Carolina if my husband had died intestate at that same time domiciled in North Carolina and owning such property. (c) If neither of the beneficiaries in (a) above shall survive me, their share shall be added to the share of the beneficiaries in (b). Likewise, if neither of the beneficiaries in (b) above shall survive me, their share shall be added to the share of the beneficiaries in (a). I authorize my Fiduciary (Executor and Trustee) in 'the exemise of his or her discretion, to retain any assets, owned by me at the time of my death or subsequently acquired as Fiduciary hereunder, so)ong as the retention thereof shall seem to my Fiduciary to be for the best interest of my estate; to sell, exchange or convert real estate or personal property, publicly or privately, for cash or on credit, without any order of court, as and when to do so shall seem to my Fiduciary to be for the best interest of my estate; to make distribution in cash or in kind; and to exercise in the broadest possible manner, subject to N.C.G.S. 32-26, any of the powers specifically enumerated in N.C.G.S. 32-27, as now in effect, and I do hereby incorporate by reference all of such powers now enumerated therein except for N.C.G.S. 32-27(29) which is expressly not incorporated herein; and to do and perform any other act and thing which my Fiduciary shall deem necessary or desirable in the best interest of my estate without first being required to obtain permission of any court to do so. The powers herein vested in my Fiduciary shall be vested in any substitute Fiduciary named hereunder or appointed by the Court. Trustee) the following powers: (1) In addition I grant my Fiduciary (Executor and HOLDBACK TRUSTS: To withhold distribution of any property, whether -4- principal or income, vesting pursuant to the provisions of this Will in any person who is then under twenty-four (24) years of age, and if this power is exercised, the continuing power to hold such property in trust for such person, to apply such part of the principal or income therefrom at such time and in such amounts as my Trustee shall deem requisite or desirable for maintenance, support, education, and health of such person, and to accumulate and add to trust principal all current i~ncome not so applied, until such person reaches twenty-four (24) years of age, or shall sooner die, whereupon the property then remaining in the trust shall be distributed to such person or to the personal representative of such person's estate, as the case may be. The authority conferred upon the Trustee by this ITEM shall not operate to suspend or prevent the absolute vesting of any property in any such beneficiary. (2) NON-QUALIFICATION: To eliminate the qualification and the filing of any inventory, appraisal, account or report to any court, and to the giving of bond (unless in each case it is otherwise required to do so notwithstanding this provision). However the fiduciary shall furnish annually to each current income beneficiary reports and accounts for all receipts and disbursements during each accounting period. (3) INCOME AND PRINCIPAL APPORTIONMENT: My Fiduciary(Executor and Trustee) shall have discretion to determine whether items should be charged or credited to income or principal, or be apportioned between income and principal, including the poser to provide or not to provide a reasonable reserve against depreciation, depletion or -5- obsolescence. My Fiduciary(Executor and Trustee) shall exercise discretion in such manner as my Fiduciary may reasonably deem equitable and just under all the circumstances and regardless of whether such items are charged or credited to or apportioned between income and principal as provided in Chapter 3 7 of the North Carolina General Statutes. (4) TANGIBLES: My Fiduciary may distribute items of tangible personal property directly to my ben~eficiaries' or to some other person for them, without the appointment of a guardian. (5) NON-PRO RATA DISTRIBUTIONS: To make distributions under this Will without the consent of any beneficiary) in cash or in specific property, real or personal, or ~n undivided interests therein, or partly in cash and partly in such property, and to do so without regard to the income tax basis of specific property allocated to any beneficiary (including any trust) without making pro rata divisions of specific assets. As used in my Will, the term muc~ary shall refer to any person, organization or corporation serving in a fiduciary capacity and shall include Executor, Executrix, Co-Executor, Co-Executrix, Successor Executor, Successor Executrix, Trustee, Co-Trustee and Successor Trustee. As used in my Will, the words "issue," "child," or "children" shall include adopted and after born children or issue. Throughout my Will the masculine gender shall be deemed to include the feminine, the feminine the masculine, the singular the plural, and the plural the -6- singular. ITEM VII In the event that my husband and I die in a common disaster where order of death cannot be established by proof, then it shall be presumed that I shall have survived her and I declare it to be my express wish that I shall be deemed the survivor. ITEM VIII I nominate and appoint as Executor of this my Last Will and Testament my husband, Harold H. Brenner. In the event he fails for any reason to qualify or, having qualified, fails to complete the administration of my estate, I appoint as Executor or Successor Executor, as the case may be, my friend, Bruce I. Howell. I hereby direct that no security or bond be required of my Executor or any successor as named in this Will. I nominate and appoint as Trustee of any trust established under this my Last Will and Testament my friend, Bruce I. Howell. No successor Trustee shall be responsible for the acts or omissions of a prior Trustee. In the event a vacancy occurs, and no successor is named pursuant to the authority given in the preceding paragraph, a successor Trustee shall be appointed by the Clerk of Superior Court of the county in which the trust is being administered. I hereby direct that no security or bond be required of my Trustee or any successor as -7- named in this Will. In the event legal counsel is needed in the administration of my estate or any Irust I request that Samuel H. Johnson serve as attorney for my estate if he is available and if my estate is administered in North Carolina. N WITNE~ WHEREOF, i, Shirley E. Brenner, the testa~x, sign my nme to this instrument this _ f~ day of_/~/r//r-,/ 1998, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as my Last Will and Testament and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no constraint or undue influence. Shirle~y~. Brenner this' . .............~n, ~e wimesses, si~ our name~ ~nstmment, being first duly sworn, and do hereby declare to ~e undersized auto that Shirley E. Brenner si~s and executes t~s ins~ment as his Last Will ~d Test~ent and that he si~s it ~llingly, ~d ~at each of us, in the presence ~d being of~c tes~x, hereby si~s ~is Will ~ wi~ess to the testa~x's si~ing, ~d to the best of our ~owledge · e testa~x is ~ghteen ye~ of age or older, of sound mind ~d under no cons~aint or undue influence. / ~~ ~~ Ad~ess~ OB ox ~-~. ,,.,' Wi~ess -'- . . 1776 Raleigh. NC 27602_ Wimess - Ad,ess ~. Bo~776_ STATE OF NORTH CAROLINA COUNTY OF WAKE Raleigh~bIC 226J)2 Subscribed, sworn to and acknowledged before me by Shirley E. Brenner, the testatrix, and subscribed and sworn to/before me by &~-H:q~'mon and E-44'z-a4~d~. ~,~,~,, L~on, the witnesses, this the ~r~'enA. ~,~.: ~. N~,~,~.~3 ~ 5~'~) 3v _ day of ~ ~, 1998. MY commission expires: ~ ~~ /( ~ ~ _ ~9 ~v,2 Notary Public f (SEAL) Copy of Will and related information is in the offices of Samuel H. Johnson, of Johnson, Mercer, Heam & Vinegar, PLLC, Attorneys at Law, P. O. Box 1776, Raleigh, North Carolina 27602 970427\SHJ~ram\(03/19/98) WP\WILLS\BRENNER, SHIRLEY-WWb(10/10) The foregoing Will of Shirley E. Brenner, was prepared by the undersigned at his direction. ,JOHNSON, HEARN, VINEGAR, GEE & MERCER, PLLC P. O. ~3ox 1776 RALEIGH, NORTH CAROLINA ~760~ Register of Wills I Courthouse Square Carlisle, PA 17013 4 REV-1500 EX (6-00) REV-1 500 OFFICIAL USE 0 LY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN DEPARTMENT OF REVENUE F!J NUMBER DEPT. 280601 RESIDENT DECEDENT I - Os Q.! ~.~ HARRISBURG, PA 17128-0601 - COLNTY CODE YEAR 8ER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOC~LSECURITYNUMBER ! ~ i Z HUNTER, MILTON 1 93 - 2 2 - 3 4 8 1 W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN Dl PUCAlEWlTHTHE C W 1 1 0 8 2 0 0 3 0 1 0 3 1 9 3 0 REGISTER OFV IlLLS (.) - - - - W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INIT~L) SOC~L SECURITY NUMBER C HUNTER , ARLA L 1 8 2 - 2 2 - 6 6 7 0 UJ [Xl 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of dtath prior to 12-13-82) loC ~ (/) 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) 0 5. F".. ,... T~ ""'" ~"'" 0 a: loC Total Number of Safe Dep Sit Boxes UJ c.. 0 :I: 0 0 0 6. Decedent Died Testate (Allach copy of WiH) 0 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. 0 a: -' - c.. CO c.. 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 0 11. Election to tax under Sec. ~113(A) (Attach Sch 0) <( . I- 'tHISSfCTIQNMU$TafC~~~li~I);~S_Pf~ciDp>c~~fJIPf.lBTg'I~!F~RMIT1~~'s~IilQ>~ z NAME COMPLETE MAILING ADDRESS UJ a ARLA L HUNTER ARLA L HUNTER z 0 FIRM NAME (If Applicable) c.. 1 8 5 0 HUNTER DRIVE (/) UJ a: MECHANICSBURG PA 1 7 0 5 0 a: TELEPHONE NUMBER I 0 0 7 1 7 - 7 3 2 - 9 54 0 1. Real Estate (Schedule A) (1) 0 . 0 0 OFFICIAL L SE ONLY 2. Stocks and Bonds (Schedule B) (2) 24 I 2 84 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0 0 0 ~J C tl1 -'.',. 4. Mortgages & Notes Receivable (Schedule D) (4) 0 0 0 I I:~ ~-=~ ( "1' --) - "if 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 97 2 0 0 .- cc', -... '- (Schedule E) ~ .-0.., Z -... --~ 0 0 0 0 . :::-'3 - , (~J 6. Jointly Owned Property (Schedule F) (6) . -' ~ J 0 Separate Billing Requested -.' - . --'j ~- '", ) 0 0 0 , r'T1 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) I . ~ ,- .. ., ~ (Schedule G orL) 0) I [l: 8. Total Gross Assets (total Lines 1 - 7) (8) 2 5 2 5 6 0 0 c:( I (.) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 0 0 0 W . a:: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 0 0 0 11. Total Deductions (total Lines 9 & 10) (11) 0 0 0 12. Net Value of Estate (Line 8 minus Line 11) (12) 2 5 I 2 5 6 0 0 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 0 0 0 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 2 5 I 2 5 6 0 0 SEE INSTRUCTIONS FOR APPUCABLE RAlES Z 0 15. Amount of Line 14 taxable at the spousal tax 2 5 2 5 6 0 0 .0 00 ~ rate, or transfers under Sec. 9116 (a)(1.2) I X (15) 0 0 0 ~ 16. Amount of Line 14 taxable at lineal rate X .0_ (16) i 0 0 0 ~ i Q. 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0 0 0 :E 0 18. Amount of Line 14 taxable at collateral rate X .15 (18) i 0 0 0 (.) i i ~ i 19. Tax Due (19) I 0 0 0 20. 0 1.\Ctt~\C~iije~e,j~~()\1.li.~it{e~gsiJliil.eg~i.,.!~I.i!'i!'il I (( <( Ti(;<i111I,....... i."..'...! < <T.'.i<< TV II ~ STFPA42021F.1 " '. 'Decedent's Complete Address: STREET ADDRESS 18 5 0 HUNTER DRIVE I CITY MECHANICSBURG I STATE PA I ZIP 17060 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5) 0.00 0.00 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ........................................ 0 b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . ., 0 c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 d. receive the promise for life of either payments, benefits or care? ............................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . .. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? '" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 [Xl . IF THE ANSWER TO Am OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART 0 THE RETURN. Under penatties of perjury, I decla-e that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, COlT and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU OF ERSON RESPONSIBLE F R FILING RETURN DATE PLEASE ANSV\lER THE FOLLOWNG QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLO KS 06- ADDRESS 1850 HUNTER DRIVE MECHANICSBURG, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE -i-to. U4 i. ~ c~. cPA- ADDRESS .. (J 176 CUMBERLAND PARKWAY MECHANICSBURG, PA 17055 DATE q. .J 3- a 5" F or 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 survi [72 P.S. S9116 (a) (1.1) (i)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to ( The statute does not exem pt a transfer to a surviving spouse from tax, and the statutory requiremen if the surviving spouse is the only beneficiary. ^J A;') [) For dates of death on or after July 1, 2000: The tax rate im posed on the net value of transfers from a deceased child twenty-one years of age ( parent, or a stepparent of the child is 0% [72 P.S. S9116(a)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefic The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is l' individual who has at least one parent in common with the decedent, whether by blood or adopt: J PI \..1.51 ral pareht. an adoptive I 116(1.2~ [72 P.S. S9116(a)(1)]. Jd, und~~ Section 9102, as an I STF PA42021F.2 " , REV-150~ EX + (1-97) (I) '; COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER All property jointly-owned with the right of survivorship must be disclosed on Schedule F ITEM VA \JE AT DATE NUMBER DESCRIPTION ::IF DEATH 1. 2000 SHARES RITE AID STOCK 12/600 200 SHARES WALMART STOCK 11/684 : I TOTAL (Also enter on line 2, Recapitulation) $ i 24,284.00 (If more space is needed, insert additional sheets of the same size) STF PA42021FA REV-150tl EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER 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 Sc~edule F. ITEM VA ~YE AT DATE NUMBER DESCRIPTION ~F DEATH 1. CASH ACCOUNT LEGG MASON WOOD WALKER I INC. 972 : : TOTAL (Also enter on line 5, Recapitulation) : I I i 972.00 $ (If more space IS needed, Insert additional sheets of the same size) STF PA42021F.9 II . f RE\)-1S1:S EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FilE NUMBER RELATIONSHIP TO DECEDENT AMOuNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee(s} OR ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers ! under Sec. 9116 (a) (1.2)] 1. ARLA HUNTER 1850 HUNTER DRIVE MECHANICSBURG, PA 17055 WIFE 100.00% ; ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV- $00 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. ) . TOTAl OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ ! 0.00 If more s ace is needed insert additional sheets of the same size I p STFPA42021F.14 . , REG"STER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF -GRANT OFLtTERS \.' , (' ..,,- ... ; . ..... . .... , . .' Lf"......! .. ..l\.. '" "'/J~ ""'-,:".,'4 ..... ('_\ ::...7. ,. . ..~ ... _ ,; ~ - :; ',;.' \. f&}..." : . .. II. . ....~...:- '.. 'R ..." .., .. , ~~...-. ." .... .... '\,. , .. ... I.,. ~ '", ... .. ,":;".,. ,..,p'; '~.l - ; ~".....t... .,"\.. ~_. ..~...,.~. ",'.-:' . . .,' ,.' '.. .......... "\ 'or ' '. {~ No. 2004-00872 PA No. 21-04-0873 Es ta te Of: HUNTER MIL TON {Last First Middle) Late Of: HAMPDEN TOWNSHIP Deceased Social Security No: 193-22-3481 WHEREAS, HUNTER MIL TON (Lasr. First, Middle, la te of HAMPDEN TOWNSHIP CUMBERLAND COUNTY died on the 8th day of November 2003 and, WHEREAS, the grant of Letters of Administration ~s required for the administration of the estate. TMDF-EFORE, I, GLENDA FARNER STRASBAUGH , Register of wills in and ~UL Cw1BERLA}lD County, in the Commonwealth of Pennsylvania, have this day granted Letters of Administration to: HUNTER ARLA L who has duly qualified as ADMINISTRATOR(RIX) of the estate of the above na~ed decedent and has agreed to administer the estate according to laN, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 23rd day of September 2004. **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)