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HomeMy WebLinkAbout03-0751 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Charles E. Nusbaum, Jr. No. ~ I - 03 - '7 5 l Also known as To: Register of Wills for the County of , deceased Cumberland County in the Social Security No. 213-01-9262 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executors named in the last Will of the above decedent, dated May 22, 2001 and codicil(s) dated Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 904 Allenview Drive, Mechanicsburg, Upper Allen Township, PA 17055. Decedent, then 94 years of age, died July 25, 2003, at Chapel Pointe at Carlisle. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: NO EXCEPTIONS. Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $6,500.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ Situate as follows: ~aL.d~ Martin D. Nusbaum 114 Round Ridge Rd., Mechanicsbur~, PA 17055 f)9~ OATH OF PERSONAL REPRESENT A TIVE COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed /llavd:Ji~ Before me this 1L day of September Martin D. Nusbaum 2~uunCLtt#J l~ C<O~~ q~ 'fN~ C. Phillip N aum J'l-ILPY--LP ---. ..' ::=-~ . ~ '-.. \.... (/1 1'1 -'U -... -- , . . - Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/15/2005 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of NUSBAUM CHARLES E JR File Number: 2003-00751 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 7/25/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, t; ~ ~ t~&,{""",.~. GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge cA No.~-03-'7~ Estate of Charles E. Nusbaum, Jr., Deceased DEGREE OF PROBATE AND GRANT OF LETTERS AND NOW, September I L, 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrucment( s) dated May 22, 2001 described therein be admitted to probate and filed of record as the last will of Charles E. Nusbaum, Jr. and Letters Testamentary are hereby granted to Martin D. Nusbaum and C. Phillip Nusbaum. FEES 4- '1 0 Probate, Letters, Etc.............$ () i D ona d E. JOh~ " S Short Certificates P.6' . . . . . . . . . . . $ (P.DO 78 West Pomfi Street R@ftttndat6H..'X-:-. . ::a.~.........$ &.00 Carlisle, PAl 013 ..:ref) $ 10.00 717-243-0123 . 0 TOTAL_ $ b;2. 00 Filed....... .eP.r.. .'1,.~OD3............... '-PLtT IN A TT'/ h 1.-& (PKD n-I-c ~ OT AR 'f ) ~ ... -. .- C t.....,-.: ~ ~ .. H] ()"),80"i RF.\' <J/8(1 This is to certify that the information here given is correctly copied from an original certificate of death d~ly filed with me as Local R~gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent tling. WARNING: It is illegal to duplicate this copy by photostat or photograph. fee for this certificate, $2.00 ~.,~K~ ,."~ Local Registrar p 9331583 n d3. ;2LJo3 / No. Date . Hl05.143 ReI{ 2181 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS 1)i>EIPRINT CERTIFICATE OF DEATH STATE flli: NUMBER IN SEX SOCiAl SECURITY NUMBER DATt. OF DEATH (Month, Dav. Yuar) hH.MANENT tL ACK INK .. 2.Male 3. 213 - 01 - 9262 . July 25, 2003 AGE (last Birthday) BIRTHPLACE (City and PA n . Slate or Foreign Country) HOSPITAL; . 94''' 7.New Winkr M) ,npaHntD .""""",,-0 OOAO R..,...eoc.O ~~~:~tyl 0 5. 10. COUNTY OF DEATH FACILITY NAME (If not institution, give street and number) RACE. American Indian, Black, While. cl . (Specify) ob. Ctunber land k~1isle .. White DECEDENT'S USUAL OCCUPATION KIND OF BUSINESS I INDUSTRY AS DECEDENT EVER IN MARITAl STATUS. Marned. SURVIVING SPOUSE l~l":o~~:~~:r~r:dll u.s. ARMED FORCES? Nevor Married, Widowed, Illw,I.Il'''flm..ldenrwme/ v.sO No[jj! OillOfced (Specify) . laiio '2. 14. Married "Grace S, Ensor . 17.. Stale Did 17e. [2g Yes, decedenllived m Upper All~n Iwp -, Mve"'B 17d. 0 :~h~~:~~: of 1. 17b. County Ctunber land lownlhlp'/ diy/h<)j,) FAH1ER'S NAME (First, Middle. last) MOTHER'S NAME (Finl. Middle. Malden Surname) 18 Charles E. Nusbaum Sr. 18. Henrietta Shreeve INfORMANTS NAME (Type/Print) INFORMANTS ~'1ITag (SIr"I, Clt[own. ~ Zip Codek 20. Martin Nusbaum 2.b.114 R R e Roo Me nics g, PA 17055 . METHOD OF DISPOSITION PLACE OF DISPOSITION- Name of Cemetery, Cremataty lOCATION. CilyfTown, Slale, lip Code BuriaJ (XI Cremation Qtemoval from State 0 or Other Place Other (Specify) 0 2003 2..Rolli ill PA 17011 UNE E E m 17055 To.thebe$l ofm~ knowledge, death l5:ed al the tllne, dale and place staledQ J DATE SIGNED (Month, Day, Year) (S'll,,\~ ~ \..0. O~ 23.. :? O-A.._O_- .j ()..JL~ TIME OF DEATH DATE PRONOUNCED DEAD (Month. Day, Year) 2.. l l 25. rl _ .~'- c.:, O'~ 27. PART I: Entw thl dl....... klJurIM IN' cOfIIpllutlonl w~ch cauMd tM ...$h. Do not Inter ah, moc:ll of dying. Ilueh II ArdllC or ....p11111ory arr..t, ,hock Of Matt fallUlI. U., only Onll Ail" on uch 11n.. .. ~t..h", L G.., U(''-.. DUE TO (OR AS A CONSEQUENCE OF): r DUE TO (OR AS A COHSfOUENCE OF); c. DU' (OR AS A ONSEQUENCE Of): d. WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURV INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED AVAILABLE PRIOR TO (Monltl. o.y, v....) COMPLETION OF CAUSE Naturel ""B.. Homicide 0 OF OEA TH1 v.sO NoD Accident 0 Pending lnvestigalion 0 Yes 0 N~ 0 30.. 3Gb. M. 3Oe. v'sO NoD Suwe Could not be determined o PLACE OF INJURY. AI home. farm. alreel, factory, otfIce , building. ele, (5PKWY) 2b. 21b. 2.. 300. , CERTIFIER (Check only one) :7J .l~.':t,~F~~tGJ::~=3~~ C:C~J8du=.,:: g:.a~a=~:r~~rrC~x~~a~.h:h.c.~.~~:~.~ .~~~~~l.~~~.:?~~~~~.~.i~~'~?~~................. f~ " .., .P:oO:~~~~I:'Gm~k~~';I:J'~:::::~~:~~~: l~:~n.~~tr:~;~~,~~th :.d t~:;:~~~ul~.~~}~~~ ~:~.r.. ...t.d...................... 0 "MEOlCAL EXAMINER/CORONER ~~~:rb::=::.:~~I.~~~I~~ ~~.~~.I~~~~~~~~~~:.I.~ .~~ ~~.~~~:.~.~~.~ .~~.~~~~~. ~.t. ~~~. ~~~~:. ~.~~~:. ~~~ .~~~.~~,'. ~~~ .~~. ~~ ...~~ ~~.~~.~~.(.~~ .~~.. 0 ". RE~ SlGNATUREAND NUIIB~ J .&V?.(, f- ~I QIILJI ';>~A.c:l4'~ , 1-'>_ o , (A I J 03 - '1 ~I ~- J' C ~ '-'.-' (,/;, ,"t~1 "U --> ~ .. . ) Cl,~) i...J I , LAST WILL AND TEST AMENT OF CHARLES E. NUSBAUM, JR. I, CHARLES E. NUSBAUM, Jr., of Upper Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, - publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and I codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave ~ marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I give and bequeath all of the shares that I own at the time of my death ~ of BB&T Corporation equally 'to my sons living at the time of my death namely, C. PHILIP J NUSBAUM, MARTIN D. NUSBAUM and VICTOR A. NUSBAUM. THIRD: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my Wife, GRACE S. NUSBAUM, providing she shall survive me by thirty (30) days. FOURTH: Should my Wife, GRACE S. NUSBAUM, predecease me or die on or before the thirtieth day following my death, I give and bequeath certain of my miscellaneous household goods, antiques, personal effects, and furniture to the persons designated in accordance with my last-dated memorandum prepared by me prior to my death and enclosed with this my Last Will and Testament. FIFTH: Should my Wife, GRACE S. NUSBAUM, predecease me or die on or before the thirtieth day following my death, I give and bequeath the sum of Five Hundred Dollars ($500.00) to my niece, NANCY CLIFFORD HENNESSEY and I give and bequeath the sum of One Thousand Dollars ($1,000.00) to each of my grandchildren living at the time of my death, namely JOHN CHARLES NUSBAUM, KATHLEEN N. MOODY, LAURA N. WARNER, DEBORAH NUSBAUM and PETER W ALTON NUSBAUM. SIXTH: Should my Wife, GRACE S. NUSBAUM, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my sons, equally, namely, C. PHILIP NUSBAUM, MARTIN D. NUSBAUM and VICTOR A. NUSBAUM, provided that should any of my sons predecease me or die on or before the thirtieth day following my death, their share shall be distributed to their issue, per stirpes, living on the thirty-first day following my death, and in default of such then living issue, such share shall be added to the share or shares for my other children. SEVENTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. EIGHTH: I nominate, constitute and appoint my sons, C. PHILIP NUSBAUM and MARTIN D. NUSBAUM, or the survivor of them, Executors of this my Last Will and Testament. NINTH: I direct my Executors and their successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Wi~ Testament, consisting of two (2) typewritten pages, each identified by my signature, this.22 ___ dayof -0/1 ,2001. tY.4A ~t-, /l1A-d~~ ~, (SEAL) Charles E. Nusbaum, Jr. V Signed, sealed, published and declared by the above-named Testator, CHARLES E. NUSBAUM, JR. and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~A.act,E,. ~~ COMMONWEAL TH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, CHARLES E. NUSBAUM, JR., Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by CHARLES E. NUSBAUM, JR., the Testator, this ;)~ day of ~ ,2001. ."-..".,...._--.-~- (2QA~ C;.1?f.jA4A"~/ (SEAL) NOTARIAL SEAL SHELLY SEXTON, NOTARY PUBLIC Charles E. Nusbaum, Jr., Test r CARLISLE BORO, CUMBERLAND COUNTY I MY COMMISSION EXPiRES APRIL 26. 2003 Member, Pennsylv~nia Association of Notaries AFFIDA VIT COMMONWEAL TH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, RONALD E. JOHNSON and Gr~c.e C N(f~~v~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that Charles E. Nusbaum, Jr., signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue int1uence. Sworn or affirmed to and subscribed to before me by RONALD E. JOHNSON and Gr&..c:.~ t: I\Jvsb~VYh , witnesses, this d:2. day of \\\t\- ,2001. I (SEAL) .._.~._._.--......~.~- NOTARIAL SEAL ~AA..t!k . 11.u..(2)~.ttf.(n~,- (SEAL) SHELLY SEXTON, NOTARY PUBLIC CARLISLE BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES APRIL 26, 2003 '~ Member, Pennsylvania Association of NotarIes ~~ , ,- ,-- I") P ~ ;j ~ . Z 0:: 0 l'l I"") (I) UlZtO j . Z~~OIll!:: ~ ~ ~ ~ I 3 1&1 ~ ~ ~ q o 0:: "Z l'l co .,~~5t~ ~ 1 CJ) \.L4 ~ JO.("It~I~ +4 ~ :z: m . ~~o:lIi~~ E ~ P<:l (l)Zo::c~~ ~ CJ) ~~O~~1Ii ~ P<:l ...:l ILl ~ .J Z III.J ~ 5t 0:: ~ < o:~~o~~ ~ :I: C ~o::~1t l- t) Z ~ < ~ \, COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. Z80601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 171Z8-0601 APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1547 EX AFP IDl-OS) n DATE 02-16-2004 ESTATE OF NUSBAUM JR CHARLES E DATE OF DEATH 07-25-2003 FILE NUMBER 21 03-0751 '04 FEB 13 P 3 :29 COUNTY CUMBERLAND RONALD E JOHNSON ACN 101 78 W POMFRET ST I Allount Rellitted I CARLISLE PA 17~k-C; Court Cumberland Co., PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4-j-i3f-AFP--foY:oiY-Ncffici--OF-YNHiifiTAi.fcrTAjrA-PPRA-isii"-iNT~--ALi-owANcE-OR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NUSBAUM JR CHARLES E FILE NO. 21 03-0751 ACN 101 DATE 02-16-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 6.627.06 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Hortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (S) .00 tax paYllent. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 6,627.06 APPROVED DEDUCTIONS AND EXEMPTIONS: 7,719.53 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule I) llO) .00 11. Total Deductions (11) 7.719 53 12. Net Value of Tax Return (12) 1. 092.47- 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) ll3) .00 14. Net Value of Estate Subject to Tax (14) 1,092.47- NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: lS. Allount of Line 14 at Spousal rate llS) .00 X 00 = .00 16. Allount of Line 14 taxable at Lineal/Class A rate ll6) .00 X 045 = .00 17. Allount of Line 14 at Sibling rate ll7) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate ll8) .00 X 15 = .00 19. Principal Tax Due ll9)= .00 TAX CREDITS: n~_~.. (+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) . RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. t7Z P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Nake check or money order payable to: REGISTER OF KILLS, AGENT 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-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with 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: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR --election to have the matter determined at eudit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: 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 171Z8-0601 Phone t717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" [REV-1501) for an explanation of edministratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57.) discount of the tax paid is allowed. PENALTY: The 157. 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 end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one tl) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six [67.) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z Z07. .000548 1987 97. .000Z47 1999 77. .00019Z 1983 167. .000438 1988-1991 117. .000301 ZOOO 87. .000Z19 1984 117. .000301 199Z 97. .000Z47 ZOOl 97. .000Z47 1985 137. .000356 1993-1994 77. .00019Z ZOOZ 67. .000164 1986 107. .000Z74 1995-1998 97. .000Z47 Z003 57. .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST 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 shown on the Notice, additional interest must be calculated. r ~ v- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: c1ol'~..f C~ A/df6;k/# vr~ Date of Death: 7/zJ1tJ~ / ,- Will No. 2J-o? -M~;? I S [ Admin. No. To the Register: 1 certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the~ ans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on : ~ Address S~ 41k~ f#( 17' dlZ- Notice has now been given ~o all persons entitled thereto under Rule 5.6(a) except MY ~6/~t1A1J Date: y;~/ Signature r- S~ N :'!:. ~ 0 Name ""\ :- 0- "0 :5: ...) ()~; ~ CO '0 Addre s ..... ffi i;_.,J ~,,;.. u... :.i) .Q 8 E :; . G Capacity: ~ Personal Representative X Counsel for personal representative r u.s. Postal ServiceTM ~ ... CERTIFIED MAILM RECEIPT ~ (Domestic Mail Only; No Insurance Coverage Provided) fT1 CJ I1J r-'l Postage $ r-'l CJ Certified Fee CJ CJ Return Reciept Fee Postmark (Endorsement Required) Here ~ Restricted Delivery Fee CJ (Endorsement Required) r-'l fT1 Total Postage & Fees $ :2/- CJ --75/ ~ Sfr96{"APiNO"'Urm"""";$.9~':)..-?~~n.~u-5?:~~""~"" , "7 """"""""">""U""" ;;:"~~~;~;4"JLjdf~L"~mk:L""Stm""u""m""~~~~~ A i.1'1 I 101 .. -. . . . -.--. . .~...lterri81;2;.-.6..-'~ 1tem~1f.~ted ~l8d8l11red. . .Prtnt)1UIlfITl8"''IIldch88 on the nwerse . so that we can l'8lUtn" (l8Id.\c).you. . ~_.C8Id.le) th& beck otthe maIIpIece, or on the ~ 1f.$p81C8 permits. D. Is delivery 8dclnlsa dIlfel'ent from Item 1? 1. ArIIcle AQdl18..d to: If YES. enter d'IIIveIY addr88a below: ~Y\O-\d' ~.7~b~I~' . 18 LU eS't~o~-(..t s\- ~~i~$\i -Po.. ,.., ()\ 3 8.. s.vtce lyPe ;;j~~~;,~(~ . iiif"'CeItIfIecI Mall C Expresa Mall , D RegIstered D Return ReceIpt for Merd18ndIiIe . ~ :;!:\40i'\>' . D InsUred Mall D C.O.o. 4. RestrIcted DeIlvery? /&tr8 Fee) DYes 2, ,.. Number 7003 1010 0001 1203 7949 ~1JJ I J J . oJJJJRetum ReceIpt. ."- . 1025ll5-02-M-1540 _.-- --,----- - ./ . . \\ -\ It,4- 10 OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 INHERITANCE FILE NUMBER 0 7 !:) I DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 TAX RETURN RESIDENT DECEDENT 21-03-Etf.e7 COUNTY CODE YEAR NUMBER I- DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER z Nusbaum, Charles E., Jr. 213-01-9262 w DATE OF DEATH (MM-DD- YY) DATE OF BIRTH (MM-DD-YY) THIS MUST BE FILED IN DUPLICATE C W 7/25/2003 1/2/1909 WITH THE REGISTER OF WILLS 0 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER C I f:, 2 - 3 6 - 89 /2- Nusbaum, Grace S. w 1. Original Return D 2. Supplemental Return D 3. Remainder Return c( ~!::(/) UC:::~ 4. Limited Estate D 4a. Future interest Compromise D 5. Fed. Est. Tax Return Req'd wa.u :1:00 D 7. Decedent had Living Trust uC:::...J 6. Decedent Died Testate 8. Total number of SOB's a. co a. c:( I- z NAME: COMPLETE MAILING ADDRESS: w c z Ronald E. Johnson, Esquire 0 a. FIRM NAME: Ronald E. Johnson, Esq. (/) w Andrews & Johnson Andrews &.Johnson c::: c::: TELEPHONE NUMBER 78 W. Pomfret St.- 0 u 717243-0123 Carlisle, PA 17013 1. Real Estate (Schedule A) (1 ) $0.00 OFFIC A USE ONLY , ' 2. Stocks and Bonds (Schedule B) (2) $6,627.06 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 Z 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E) (5) $0.00 0 i= 6. Jointly Owned Property (Schedule F) (6) $0.00 :3 D Separate Billing Requested ::) 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) I- a: 8. Total Gross Assets (total lines 1-7) (8) $6,627.06 c( 9. Funeral Expenses & Administration Costs (Sch H) (9) $7,719.53 0 w 10. Debts of Decedent, Mortgage liabilities, & Liens (10) $0.00 0:::: 11. Total Deductions (total lines 9& 10) (11 ) $7,719.53 12. Net Value of Estate (Line 8 minus Line 11) (12) ($1,092.47) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z 15. Amnt of Line 14 taxable at the spousal rate, 0 i= or transfers under Sec.9116(a)(1.2) x.O_ (15) $0.00 ~ ::l 16. Amount of Line 14 taxable at lineal rate $0 x.045 (16) $0.00 a. ::E 17. Amount of Line 14 taxable at sibling rate $0 x.12 (17) $0.00 0 u 18. Amount of Line 14 taxable at collateral rate $0 x.15 (18) $0.00 S 19. Tax Due (19) $0.00 20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT . Decedent's Complete Address: STREET ADDRESS 904 Allenview Drive CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: $0.00 1. Tax Due (1 ) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discounts Total Credfts (A+B+C) (2) $0.00 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPentalty (D+E) (3) $0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 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 t~ (5A) . (58) $0.00 8. Enter the total of Line 5 + ffU ?clJt 1Ft crl LLS, AGENT l11/s ///1 qf/L 1II PLEASE ANS ....IN THE APPROPRIATE BLOCKS 1. Did decedent make Yhe.- ;(, CfJ~/~S yes no a. retain the use or Ii D ~ b. retain the right to , ~Nt /liifi ~~ D ~ c. retain a reversiom D ~ d. retain the promise t elz,tf':t / D ~ 2. If death occurred aft, leath without receiving adl a9JV' cA //n9 ' D ~ 3. Did decedent own an "I. ' death? D ~ 4. Did decedent own an Indivl. I lich contains a beneficiary disignat. D ~ IF THE ANSWER TO ANY OF THE AB\. DULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, J declare that I have examined this retur, I the best of my knowledge and belief. it is true, correct and complete. c.f c: DATE , 2 - 2' - V3 SIGN DATE For tes of death on or after July 1, 1994 and before January 1,1995. the tax rate imposed on tha net value of transfers to or for the use of the surviving spouse is 3% [72P.S. Sec. 9116(a)(1.1)(I)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value oftrensfars to or for the use of the surviving spouse is 0% [72 P.S. Sec. 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 rata imposed on the net value of transfers from a deseased 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. Sec. 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. Sec. 9116(1.2) [72 P.S. Sec.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. Sec.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. . SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Charles E. Nusbaum, Jr. 21-03-0757 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 198 shares Nationwide Financial Services, Inc. (NFS) at 33.47/share $6,627.06 TOTAL (also on line 2, Recapitulation) $6,627.06 . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Charles E. Nusbaum, Jr. 21-03-0757 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1 Malpezzi Funeral Home - funeral $6,210.17 2 Rolling Green Cemetary Co. - grave opening & closing $837.36 B. Administrative Costs: 1 Personal Representive Commissions Social Security Number of Personal Representative: 2 Attorney fees to Andrews & Johnson $600.00 3 Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: State & Zip 4 Probate Fees to Register of Wills $62.00 C. Miscellaneous Expenses: 1 Register of Wills - filing fee P A Inheritance Tax Return $10.00 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 TOTAL (also on line 9. Recapitulation) $7,719.53 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Charles E. Nusbaum, Jr. 21-03-0757 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE I Grace S. Nusbaum wife 100% 114 Round Ridge Road Mechanicsburg, PA 17055 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 . . . ! ; I i LAST WILL AND TESTAMENT II ~ m II 1 CHARLES E. NUSBAUM, JR. I I I I I, CHARLES E. NUSBAUM, Jr., of Upper Allen Township, Cumberland County, ,I Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, 'I ~ publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and -:.~codicils heretofore made by me. I ~ FIRST: I direct that all my just debts and funeral expenses, including my grave 1 marker, shall be paid from the assets of my estate as soon as practicable after my decease. ~ SECOND: I give and bequeath all of the shares that I own at the time of my death "'"'.\ of BB&T Corporation equally to my sons living at the time of my death namely, C. PHILIP ~ NUSBAUM, MARTIN D. NUSBAUM and VICTOR A. NUSBAUM. J THIRD: I give, devise and bequeath the residue of my estate, of every nature mid wherever situate, to my Wife, GRACt S. NUSBAUM, providing she shall survive me by thirty (30) days. FOURTH: Should my Wife, GRACE S. NUSBAUM, predecease me or die on or before the thirtieth day following my death, I give and bequeath certain of my miscellaneous household goods, antiques, personal effects, and furniture to the persons designated in accordance with my last-dated memorandum prepared by me prior to my death and enclosed with this my Last Will and Testament. FIFTH: Should my Wife, GRACE S. NUSBAUM, predecease me or die on or before the thirtieth day following my death, I give and bequeath the sum of Five Hundred Dollars ($500.00) to my niece, NANCY CLIFFORD HENNESSEY and I give and bequeath the sum of One Thousand Dollars ($1,000.00) to each of my grandchildren living at the time of my death, namely JOHN CHARLES NUSBAUM, KATHLEEN N. MOODY, LAURA N. WARNER, DEBORAH NUSBAUM and PETER WALTON NUSBAUM. . SIXTH: Should my Wife, GRACE S. NUSBAUM, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my sons, equally, namely, C. PIllLIP NUSBAUM, MARTIN D. NUSBAUM and VICTORA. NUSBAUM, provided that should any of my sons predecease me or die on or before the thirtieth day following my death, their share shall be distributed to their issue, per stirpes, living on the thirty-fIrst day following my death, and in default of such then living issue, such share shall be added to the share or shares for my other children. SEVENTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. EIGHTH: . I nominate, constitute and appoint my sons, C. PIllLIP NUSBAUM and MARTIN D. NUSBAUM, or the survivor of them, Executors of this my Last Will and Testament. NINTH: I direct my Execbtors and their successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have kereunto set my hand and seal to this, my Last Will ~ Testament, consisting of two (2) typewritten pages, each identified by my signature, this 2.2 ~ dayof ~1 ,2001. t7.4A ~.LL-,/lIA-d~~ ~. (SEAL) Charles E. Nusbaum, Jr. C/ Signed, sealed, published and declared by the above-named Testator, CHARLES E. NUSBAUM, JR. and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. JfJ~t. ~~ . . COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, CHARLES E. NUSBAUM, JR., Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by CHARLES E. NUSBAUM, JR., the Testator, this ;)d-. day of ~ ' 2001. (~QA~ c;.7)/1A4.L~~/ (SEAL) NOTARIAL SEAL Charles E. Nusbaum, Jr., Test r SHELLY SEXTON, NOTARY PUBLIC ~~~F CARLISLE BORO, CUMBERLAND COUNTY MY COMMISSION EXPiRES APRIL 26, 2003 Member, Pennsylv/lnia Association of Notaries AFFIDAVIT ~ COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND . ) We, RONALD E. JOHNSON and G rt:..c.e ["" NII~~v~ , the witnesses whose names are signed to the attached or foregoing instrument, being dilly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that Charles E. Nusbaum, Jr., signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by RONALD E. JOHNSON and GrA.c..L C i\Jvsbe:LU\'h , witnesses, this d:2. day of f\~ ,2001. r (SEAL) NOTARIAL SEAL SHELLY SEXTON, NOTARY PUBLIC CARLISLE BORO, CUMBERLAND COUNTY MY COMMISSION EXPIRES APRIL 26, 2003 Member, Pennsylvania Assoclatlon of Notaries STATUS REPORT UNDER RULE 6.12 Name of Decedent: C,t+AR..LE:5 IE... NUS fiAtA..M. n. ~ Date of Death: 7/Z.Q;jZOO3 , \e.. 2003-0075"/ "WflTNo.: Aa~,. Nu.. Pursuant to Rule 6.12 of the Supreme Court OrphaD.s' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State ~ther administration of the estate is complete: Yes No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did' personal wesentative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: - c. Did the personal ~esentative state an account informally to the parties in interest? Yes No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to tbis report. DateL/-Lo!Zco<; ~ ~Jkd'tt<4-/ Slgna e f'I\ It! n '" ];) , I\fiU~ (? ItVJ/\ Name r- l.~_ Lf') Et: ,r';. '-' II~ R-o u.. fJ () 12-\ [) oE IlO I..LI N 1-- 0::: ' C~) - =>c) u:: x: u... Q c, i\ddress ~ - Lt_ tL4 0.. QUe ffr f ?oJ~ (""~ ".,\ Me-c(<fA~(C5(3 -... \...._~, )L co ;c. L-::l CC- ...:j" ffi- ""'- 7 (7 - }6 ~ -0 S;-J 7 U.J LJ...,1 - ~- t~ ;:~~? -.l . a: --' (.) u.. Telephone No. c,::)(",) ::::> 0... 0 J ,--:.::?~;;:! -., 0:: -s: o~ Capacity: ~sonal Representative L~-~ .", B (.J.,,~ <:::> c::::> c-I o Counsel for personal representative