Loading...
HomeMy WebLinkAbout04-0846PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Maxine C. Plasterer also known as Social Security No. 186-28-4072 To: Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appLi~d~_ for letters of administration ~" ' '~-~' on the estate of (d.b,n.; pendente lite; durante absentia; durante minoh~.ate) the above decedent. ~,-~..~.~<~.~..~ ~.. ,~°/..*zo-~.-~.% ~ .~,e..~,,/~,~ ~ ,~9e9. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 222 E. Oranc~e Street. ShiD~nsburc~ ~,zp . (list street, number and municipality) Decendent, then 69 years of age, died Auqust 10. 2004 Decendent at death owned property with estimated values as folllows: :~ 7 (If domiciled in Pa.) All personal property ,: ~ (If not domiciled in Pa.) Personal property in Pennsylvania $, ~ i (If not domiciled in Pa.) Personal property in County Si ~ Value of real estate in Pennsylvania $ situated as follows: ~ . P~itioner s the ~llowingspouse(ifan~ and heirs: Name Susan C.(Plastere~Weaver after a proper search ha ye ascertained that decedent left no will and was survived by Relationship Dau~lhter Daughter CYnthia K.(Plaeterer)Clouse Residence 1402 Eldindean Terrace Mechanicsbur~ PA 17050 615 Doublin~ GaD Road Newville PA 17241 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. 1402 Eldindean Terrace Mechanicsbur~ PA 17050 OATH OF PERSONAL REPRESENTATIVE 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 persona[ representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirm~ and subscribed bef$~e m~ this ~,,x __ __ day of No. 21-04 Estate of MAX~NE C. PLASTERER ., Deceased GRANT OF LETTERS OF ADMINISTRATION ANDNOW~~, !5 ~,Q0(~I~ , in consideration of the petition on the reverse side hereolf, satisfactory proof having been presented before me, IT IS DECREED that Susan C. (Plasterer)Weaver and Cynthia K. (Plasterer)Clouse is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration in the estate of Maxine C. Plasterer FEES Letters of Administration ..... $~,q~- Short Certificates( ) .......... $ '---~--Q~ $. q.0b TOTAL __ $o~(0 0 .C~C~ Filedq~ .~.~.-..O..9 .......... A.D. 19__ Stephen D. Tiley 932318 ATTORNEY (Sup. Ct. I.D. No.) 5 South Hanover Street,Carlisle PA 17013 ADDRESS ( 717 ) 243-5838 PHONE OATH OF NON-SUBSCRIBING WITNESS Estate of t~FJ~'~F-~ Also known as ,Deceased (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ;¢-~[~r, ,,,fi,,~. familiar with the signature of/'2'/~ (o1~_ of*h~* ~"h~r~!bi~g 'xde~s~s * .c~ho aC~'u~-'4n ..... *~ h~d that ~ffbelieves ~e silage on ~e co~ciVwill is ~ the ~dm~g to ~e best of~ ~owledge and belief. Sworn to or affirmed and subscribed Before me this 1 5~:'~x' Od~¢f ,2 For the Registerc.~, 0¢x4~:7 (Address) (Address) his 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. Fee for this certificate, $2.00 NO. ocal Regist}ar CERTIFICATE OF DEATH ~. MAXINE C. PLASTeReR 69 K. Clouse 615 Doublin~ ITIo-hn ~h-, h~ KNOW ALL MEN BY THESE PRESENTS, that I, MAXINE C. PLASTERER, of 222 East Orange Street, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all wills, and any md all codicils thereto, by me at any time heretofore made. FIRST I direct the payment of my just debts and funeral expenses. SECOND I give, devise and bequeath all the rest, residue and remainder of my estate of whatsoever kind and wheresoever situate to my beloved husband, Trafford B. Plasterer, II, provided he survives me by thirty (~ days~. THIRD In the event my beloved husband, Trafford B. Plasterer, II~ should~ predecease me, or should fail to survive me by thirty (30) days, I gi~, devise and bequeath all the rest, residue and remainder of my ~tate o whatsoever kind and wheresoever situate to The First National Bank of Shippensburg, Shippensburg, Pennsylvania, in trust, however, upon the following terms and conditions: A. To pay so much of the income and so much of the principal as may be deemed advisable by my Trustee for the education, reasonable support and maintenance of my children Susan C. Plasterer and Cynthia K. Plasterer. In making such pay- ments the amounts to be paid from time to time shall be established and determined by my Trustee in its sole discre- tion md the amount to be paid for the benefit of the afore- said children shall be determined by the needs of the afore- said children, without regard to equality of distribution between my aforesaid children. B. I authorize my Trustee to make the aforesaid payments dir- ectly to the aforesaid children, or to the person having custody of my aforesaid children, or to any educational institution or other institution providing education or other goods and services to the aforesaid children, as my Trustee may determine from time to time. To pay any balance, whether principal income or accumulated income remaining in its hands to my chilfen when: (1) such children have attained the age of twenty-one (21) years, and have completed their education, or (2) when such children have attained the age of twenty-five (25) years~ FOURTH In administering the trust aforesaid, my Trustee and its successors, in addition to all other powers accorded by law from time to time, shall have the following powers: To purchase or otherwise acquire and to retain, whether originally a part of the trust estate or subsequently acquired, all stocks, bonds, and other securities, or any variety of real or personal property, including stocks or interest in investment trust and common trust funds, as it may deem advisable, whether or not such investments be of a character permissable for investment by fiduciaries. Investments need not be diversified and may be made or retained with a view to a possible increase in value. The Trustee may, at any time, render liquid the trust estate in whole or in part and hold cash or readily marketable securities of little or no yield for such period as it may deem advisable. To sell, pledge, mortgage, transfer, exchange, convert or otherwise dispose of, or grant options with respect to any and all property at any time forming a part of the trust estate, in such manner, at such time or times, for such purposes, for such prices and upon terms, credits, and conditions as my Trustee may deem advisable. Co To borrow money from itself or any other party to make payments heretofore authorized, or for any purpose conn- ected with the protection, preservation and improvement of the trust whenever in its judgment, advisable and as security to mortgage or pledge any real or personal proper- ty forming a part of the trust estate upon such terms and conditions as it may deem advisable. To vote in person or by proxy with respect to any share of stock or other securities held by it, to consent dir- ectly or through a committee or other agent, to the re- organization, consolidation, merger, dissolution, or liquidation of any corporation in which the t~ust may have any interest, or to the sale, lease, pledge or mort- gage of any property by it, and to take steps which it may deem necessary or proper to enable the trust to obtain the benefit of any such transaction. To hold investments in the name of a nominee. To pay, compromise, compound, adjust, submit to arbitra- tion, sell or release any claims or demands of the trust against others or of others against the trust on such terms as it may deem necessary including acceptance of deeds of real estate property in satisfaction of bonds or mortgages, and to make any payments in connection therewith which my Trustee may deem advisable. To make distribution of the principal of the trust estate in kind and to cause any share to be composed of cash, pro- perty and undivided fractional shares in property different in kind from any other share. To execute and deliver any and all instruments in writing which my Trustee may deem advisable, to carry out the fore- going powers. No party to any such instrument in writing signed by my Trustee shall be obligated to inquire into its validity, or to be bound to see to the application by my Trustee of any money or other property paid or delivered to it by such party pursuant to the terms of any such instrument. FIFTH No interest of any beneficiary under this my Last Will and Testament, or under trust herein created shall be subject to anticipation, or to vol- untary or involuntary alienation. SIXTH I nominate, constitute and appoint my beloved husband, Trafford B. Plasterer, II, as Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set'my hand and seal this ~.~-w~ day of /~/~- , 1977. MAXINE C . PLASTERER SIGNED, SEALED, PUBLISHED AND DECLARED by Maxine C.Plasterer, to be her Last Will and Testament, in our presence, at her request, in her presence, and in the presence of each other,have subscribed our names as witnesses. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 TILEY STEPHEN D ESQ 5 S HANOVER ST CARLISLE, PA 17013 RE: Estate of PLASTERER MAXINE C File Number: 2004-00846 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/25/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Judge Representative(s) Sincerely, Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 WEAVER SUSAN C 1402 ELDINDEAN TERRACE MECHANICSBURG, PA 17050 RE: Estate of PLASTERER MAXINE C File Number: 2004-00846 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/25/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, GLENDA FARNER STP~ASBAUGH Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 CLOUSE CYNTHIA K 615 DOUBLING GAP RD NEWVILLE, PA 17241 RE: Estate of PLASTERER M3~XINE C File Number: 2004-00846 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/25/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Maxine C. Plasterer Date of Death: August 10, 2004 Will No. Admin.No. 21-04-00846 To the Register: I certify that notice of (beneficial interest) 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: February 3, 2005. Name Address Susan C. Weaver Cynthia K. Clouse 1402 Eldindean Terrace, Mechanicsburg PA 17050 615 Doubling Gap Road, Newville PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NO EXCEPTIONS Date: February 3, 2005 ~A.~ SIGNATURE N '-. NAME: ADDRESS: SteDhen D. Tilev 5 South Hanover Street Carlisle. Pennsylvania 17013 - I c Capacity:_Personal Representative -1LCounsel for Personal Representative C_':. \f' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005455 TILEY STEPHEN D ESQ 5 S HANOVER ST CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER n_nn_ told --~------- ----~--- 101 I $31,000.00 ESTATE INFORMATION: SSN: 186-28-4072 I FILE NUMBER: 2104-0846 I DECEDENT NAME: PLASTERER MAXINE C I DA TE OF PAYMENT: 06/20/2005 I POSTMARK DATE: 06/20/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 08/10/2004 I I TOT AL AMOUNT PAID: $31,000.00 REMARKS: CHECK#135 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Regi~ter of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: /tf'hX)ne- .c::- ~/4~~/7 Date of Death: Hr,J- Estate No.: (-2./ -o.i/- /p ~)~ / . & :Y'Y'6 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration oft..1.e above-captioned estate: 1. State whether ad~i~ation of the estate is complete: Yes 0 No jg' l.. lithe answer is No, state when the personal representative reasonably believes that the administration will be complete: vYe.e' ~~ ...? / c?'~)") 6 / 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a fmal account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 7A'~)~/6' , , ,~-(}-7~ Signature -5~~~~~--'*/ ~,'~/,,~y Name / 5' J:.~L I/~#~pz- :;:2. Ad. dress A } ~ L /. '? / ......",. c.~ / cr{.!?/ /' . "",r. . / ~ ----? )I? - .:>1/'?'- :;-? ...r'? Telephone No. Date: r c ,,; Capacity: 0 Personal Representative ~sel for personal representative ( Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 7/05/2006 CLOUSE CYNTHIA K 615 DOUBLING GAP RD NEWVILLE, PA 17241 RE: Estate of PLASTERER MAXINE C File Number: 2004-00846 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, 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: 8/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 WEAVER SUSAN C 1402 ELDINDEAN TERRACE MECHANICSBURG, PA 17050 RE: Estate of PLASTERER MAXINE C File Number: 2004-00846 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, 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: 8/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, F ~"- {,,~ .,...1/ J~~t-I Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel "", \(, Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 TILEY STEPHEN DOUGLAS FREY & TILEY 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of PLASTERER MAXINE C File Number: 2004-00846 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, 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 lS due by: 8/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE rd~lI..CE<DF INHERITANCE TAX ~ :('r\~1\iiAmt8R' ~~" ALLOWANCE OR DISALLOWANCE "-"" _c, ~15 DPVCtIQNS AND ASSESSMENT OF TAX DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN 07-10-2006 PLASTERER 08-10-2004 21 04-0846 CUMBERLAND 101 APPEAL DATE: 09-08-2006 ( See reverse side under Objections) Mount R_i tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REY:is47-EX-AFP-ioi:osi-NOTicE-OF-iNHERiTANCE-TAX-APPiAiiEMENT:-ALLONANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MAXINE C FILE NO. 21 04-0846 ACN 101 If an assesSBent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: IS. ~t of Line 14 at Spousal rate (IS) 16. A~unt of Line 14 taxable at Lineal/Cless A rate (16) 17. A~t of Line 14 at Sibling rate (17) 18. A.ount of Line 14 taxeble at Colleteral/Cless B rete (18) 19. Principal Tax Due S. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX Z80601 HARRISBURG PA 171Z8-0601 ( f\r lllJl \-'/ ZOUD v 'J- \\~38 STEPHEN D TILEY FREY & TILEY 5 S HANOVER ST CARLISLE PA 17013 ESTATE OF PLASTERER TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Sch.dule A) 2. Stocks and Bonds (Schedule B) 3. Closaly Held Stock/Partnership Interest (Schedule C) 4. Hortgagas/Notes Receivable (Schedule D) S. Cesh/Bank Deposits/tlisc. Personal Property (Schac:lule E) 6. Jointly Owned Property (Schidule F) 7. Transfers (Schedule 8) 8. Totel Assats APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fwwral Expenses/A.. Costs/Misc. Expansas (Schedule H) 10. Dabts/Mortgaga Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitabl8/80Ye~tel Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tex NOTE: DATE 06-20-2005 05-15-2006 NUMBER CD005455 CD006693 INTEREST/PEN PAID (-) .00 349.98- (9) (10) ( ) CHANGED (1) (2) (3) (4) (S) (6) (7) 1361500.00 49.818.00 .00 .00 45.360.00 .00 566.115.00 (8) 271279.00 14.376.00 (11) (12) (13) (14) (Schedule J) .00 X 7561138.00 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= AttOUNT PAID 311000.00 31424.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. '* REV-1S47 EX AFP (06-05) MAXINE C DATE 07-10-2006 NOTE: To insure proper cradi t to your account I ~it the upper portion of this fora with your tax p~t. 7971793.00 61 .lilili 00 7561138.00 .00 7561138.00 .00 341026.00 .00 .00 341026.00 341074.02 48.02CR .00 48.02CR ~ ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 217 REV-1500 EX (6-00) ~ lIl:~~ oQ.<.J UJOO J:~..J oQ.a1 Q. c( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-04-0846 YEAR COUNTY CODE NUMBER .... z UJ c UJ &} o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Plasterer Maxine C. DATE OF DEATH (MM-DD- YEAR) SOCIAL SECURITY NUMBER 186-28-4072 DATE OF BIRTH (MM-DD- YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 8/10/2004 6/28/1935 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, ANq MIDDLE INITIAL) REGISTER OF WILLS SOCIAL SECURITY NUMBER t- Z W C Z o D- en w a: a: o o [K] 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) o 4. limited Estate 04a. Future Interest Compromise (date of death after 12-12-82) 05. Federal Estate Tax Return Required [K] 6. Decedent Died Testate (Attach copy of Will) 0 7. Decedent Maintained a living Trust (Attach copy of Trust) E- 8. Total Number of Safe Deposit Boxes o 9. Litigation Proceeds Received 010. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A) (Attach Sch 0) }{rttBj$~i$g*nQN~~~MP$r~ipglQQMPt.jtlQfIM~B!:QBBg$.ijQijmUf.~Q$~~AQ~itQQ$!ijOi)$fttliMfAiJNfQRMirl~!OOl$.ijiuij~t~~~mRi&fltttQff\i\1\ NAME COMPLETE MAILING ADDRESS 5 South Hanover Street Carlisle, PA 17013 717-243-5838 1. Real Estate (Schedule A) (1 ) (2) (3) NONE (4) NONE 136,500. , 49,818 O~.f!9IAL USE ONLY ;:) ;-, 2. Stocks and Bonds (Schedule B) :: 3, Closely Held Corporation, Partnership or Sole-Proprietorship <.;'1 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) .-.., ~"I -, ,') -;-:1 _ '~J ~-) 1il 45,360 (5) (6) NONE (,) Ci) .) z o ~ -' :J t- o: <( o w a: 6, Jointly Owned Property (Schedule F) Dseparate Billing Requested 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property (Schedule G or L) (7) 8. TOTAL GROSS ASSETS (total Lines 1-7) 797 ,793 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) 41 ,655 756,138 12. NET VALUE OF ESTATE (line 8 minus line 11) 13. Charitable and Governmental Bequests/See 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) 756,138 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) x .0 - (15) Z 0 t= 16. Amount of Line 14 taxable at lineal rate 756,138 x .O~ (16) c( t- :J 0- :E 17. Amount of Line 14 taxable at sibling rate x .12 (17) 0 0 x x .15 (18) c( 18. Amount of Line 14 taxable at collateral rate t- 19. Tax Due (19) 34,026 34,026 O _i:l:!:litl=R:l:j:i:j:!:!:!t!~ JH:'"~~~j:;""'" i.~:.;., 20. ~~IJ;;I~II~IL:: .. .Ea. E' ,., .:fi. ece en s ampl e e ress: STREET ADDRESS 222 East Oranae Street CITY 1ST ATE IZIP Carlisle PA 17013 217 o Plasterer, Maxine C. d t' C I t Add Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) .~ 31 ,000 Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 398 4. Total Interest/Penalty ( D + E) 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 (3) 398 186-28-4072 34,026 31,000 If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of line 5 + SA. This is the BALANCE DUE. (4) (5) (SA) (5B) ;";m"~~H{~tm{In;;t'tt";n""~mfm~:~i~,~~~ig~~~;fu~~';;~~g:';i~;;g~~;~~~~~;~::~~~i~g~~Z~k{;Wi'itMgiilhttM\~ntm'~Ifuwt\'n 5. 3,424 3,424 1. PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 2. Did decedent make a transfer and: 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? If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Yes D D D D D D 3. 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. D No [Rl [K] [K] [K] [K] lliJ DATE ,S-/5-()(p 1402 Eldindean Terrace. MechanicsburQ. PA 17050 S'GNb~ER OTH~~N ~~NTATIVE ADDRESS ~ Stephen D. Tilev. 5 South Hanover Street, Carlisle, PA 17013 615 DoublinQ Gap Road. Newville, PA 17241 DATE f7/~~~ ~ 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. Section 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. Section 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. Section 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. Section 9116(1.2) [72 P.S. Section 9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. Section 9116(a)(1.3)] .A sibling is defined, under Section 9102, as an individual who has alleast one parent in common with the decedent, whether by blood or adoption. PLASTERER, MAXINE C. FILE NO. 21-04-0846 INHERITANCE TAX WORKSHEET .~ INTEREST DUE DOD 8/10/06 Plus 9 Mos 5/10/05 Payment date 6/20/05 Number of days 42 Daily rate 0.000164 Amount of Tax Due $ 34,026.00 Interest to 6/20/2005 $ 234.37 Payment on Accou nt made 6/20/2005 $ 31,000.00 Net Tax Due $ 3,026.00 Payment Date . 5/15/06 Number of days 330 Interest 6/20/2005 to 5/12/2006 $ 163.77 Interest to 6/20/2005 $ 234.37 Interest to 5/12/2006 $ 163.77 Total $ 398.14 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TILEY STEPHEN 0 ESQ 5 S HANOVER ST CARLISLE, PA 17013 .~ -------- fold ESTATE INFORMATION: SSN: 1 86-28-4072 FILE NUMBER: 2104-0846 DECEDENT NAME: PLASTERER MAXINE C DATE OF PAYMENT: 06/20/2005 POSTMARK DATE: 06/20/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/10/2004 NO. CD 005455 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $31,000.00 I I I I I I I I TOTAL AMOUNT PAID: $31,000.00 REMARKS: CHECK# 135 SEAL INITIALS: JA RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS 217 REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Plasterer, Maxine C. 21-04-0846 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 222 East Orang Street. Shippensburg. PA 17257 Two story frame dwelling house and former residence of the deceased. 2004 Assessment $86,350.00 Acquired July 1. 1964 (Deed Book "G," Vol. 21, Page 709) Sold at public auction for $136.500.00. Setled August 18, 2005. VALUE AT DATE OF DEATH 136,500 TOTAL (Also enter on line 1, Recaoitulation) (If more space is needed. insert additional sheets of the same size) $ 136,500 -=-Gj A. Settlement Statement u.s. Department of Housing and Urban Development CAPITAL ABSTRACT r\ U:~ "'''' ?l:n?n7RC; RI=V ~lln_1 ("./RR\ B. 'I-'I:: JI" _OAN CORPORATION I. OFHA 2. OFmHA 3. OConv. Un ins. 4 OVA 5. nrnnv In 6. FILE NUMBER 17. LOAN NUMBER 05-1096 151030116 8. MORTGAGE INSURANCE CASE NUMBER C. Note: This 'orm Is 'urnlshed to give you a statomont of actual .ettloment costs. Amounts plld to and by the soUlement agent are shown. I TitleExpress Settlement System lIems markod "(p.o.c.)" woro paid outside the closIng; thoy ue s~~:i; horo 'or Information purposes and Ire not Includod In the totals. WARNING: It Is a crime to knowingly make fa'.. etatements to t~e nl!~~,S~t!.1 on ~hl!.~r a~Xn~ther 11m liar form. Penalties upon .11 TW D. NAME OF BORROWER: Erick A. Booz and Kelly J. Boaz Robert L. Alspaugh, 11 and Hope J. Alspaugh AnnRJ;Sc:.:. 25 Turnnike Road Newburu PA 17140 E. NAME OF SELLER: The Estate of Maxine C. Plasterer AnnR J;c:.:c:.:. r. NAME OF LENDER: Option One Mortgage Corporation AnnDr.c::c::. 900 Northbrook Drive Suite 250 Trevose Pa 19053 G. PROPERTY ADDRESS: 222 East Orange Street, Shippensburg, P A 17257 Shinnensburl! Boroul!h H. SETTLEMENT AGENT: Capital Abstract Corporation, Telephone: 717-261-9143 Fax: 717-261-9783 PLAC:F. OF SETTI.~MJ:NT' 999lincoln W';IV P';Ic::t Chambersburl! PA 17201 I .c::r.TTI 'M-N IA' .' 08/] 8/2005 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMulJN I IF FROM dnn r.:Rn~~ AMOUNT D1IF TO SFLLFR' 101 C 136 500.00 d01 n.lr.. 136 500.00 102. dn, 103 I tn 7.062.57 dn~ 1nd dnd 1no; 4no; . . nv c:<=!IIAr in :arfv:an,... r jte,ms "..irf hv ....II.... , ..rfv..n.... 10G dOG _. .U 107 C 08/18/05.n12/31/05 161. 76 4n7 08/18/05tn12/31/05 161. 76 10R S~hnnl t"'y.... 08/18/05to06/30/06 848.31 4nR 08/18/05'006/30/06 848.31 --WI d09, 11n din 111 4H 11' d1' 120 GRr\C::C:: I IF FROM 144 572.64 d?n GROSS AMOUNT DUE TO SI=I I I=R. 137,510.07 700 AMOIIN IS PAir RY nR ON BEHALF OF BORFOWER 500 Kr"IJL fUNS IN AMOIJNT nlll: TO SFLLFR _~n1, nl'onc:ll n. ..".nAd mnnAV 13 650.00 1;n1 "'--, .-- 2n2 102.375.00 0;02 I ... ~ ... 1 365.00 JQ,' Fyl..tlnn lo",nl.., 'a !i03 204 I;nd Pavnff of F "'." 205 0;0!l 206 !iOG 976.77 Lisa L. Helm Tax Collector ,n7 I:n7 'nil I:nR ?nQ !iog , unn:ald hv sp-II u : fnr itAmll: IJnnald hv ....II.. 210 l;1n C 211 1:11 '1' 1;1'7 213 0;13 '14 111 A. -.2.1.5 0;10; '1G 1;111 217. 0;17 218. CiA 'HI. !l1(1 220. TOTAl pAin RV/l=nR 116 025.00 c;?n TOTAL R JL .dunl ''''T DIII= SI=III=R 2 341. 77 300. CASH AT SETTLFMENT FROM OR T R ROO CASH AT SETTt EMENT TO OR FROM SI=III=I~ 1n1 144 572.64 R01 137,510.07 1n, 1 ...... amnllnt.. 116.025.00 Rn, ..- 2.341.77 303 CASH FROM 28,547.64 An". r.ASH Tn ~I=I , I=R 135 168.30 ~~~:I;~~~J: :eo,,~~y 1:::t~~;~;~~:~~I~;:~p~~~n~~";':~Ir,~:I:~::~~: ~:~::~~ ~:::~:;:~~~I:~";':t.~t\~"s ~na~~~':I~I:! t~:r::~:: ~~:~..~r::~~~~::d~o~~: ~:~tl;aC:;t ~!I:~ ~~~cr:~~~:r1~:dn~~ a rlturn, IIna 401 abovo consllluto. tho Gro.. Proceed. 0' thIs tranncllon. You arc requlrad by law to provide tho aoUremont agent (Fad. Tu 10 No: I with your corrlct tupayer Idenllncallon number. If you do not provide your correct tupayar Identtncallon numbor. you may be aubJlctto civil or criminal panallles Impaled by Is"". Undor ponaltla. ot p.rJury,1 certify that thl number .hown on thll .tatament II my correat tupayer Idlntlflcatlon number. TIH:_-_-_,_._-_ SELLER(SISIGNATURE(SI: SELLER(SI NEW MAILING ADDRESS: SELLER(SI PHONE NUMBERS: (HI (WI ,lvlENT OF HOUSING MlD URBAN DEVELOPMENT File Number: 05-1096 PAGE 2 f" .cMENT STATEMENT REV Hl/n-I (3/116) ..t 411.44 TW ...-1 ~MI=NT PAID FROM PAID FROM /(OTAI I nrir..A s136 500.00 - BORROWER'S SELLER'S / r DIvision of commit; FUNDS AT FUNDS AT ...- 7n4 t tn SETTLEMENT SETTLEMENT 7n? t tn 7n't I"'nrnrnl....Ull1. ana ITI=M~ PAVAB' - WIT).! I nAN IIni. - .- "'-.-.-...-- .,.- 0/. lIn? - 1 . 500 0'. Option One Mortaaae Corporation LR 1 535.63 IIn' to Allied Home Mortaaae 400.00 lInA C An.. Pro"...".lnn f.... tn Allied Home Mortaaae 175.00 IIn~ Rrnk..r f.... tn Allied Home Mortaaae 1 023.75 An7 - to Fideli tv National Tax Service LR 65.00 AnA tn Option One Mortaaae Corpora tion LR 50.00 RnQ tn Option One Mortaaae Corporation LR 515.00 R1n - tn First American Flood Data Services LR 12.00 A11 Clon 'M~ "'N 11-'"" RF= PAID IN A"'" A A''''''' !ln1 Inl..r..d I=rn..o8/18/2005 to 09/01/2005 ,fU 23.4600 IrlAU 14 Davs LR 328.44 Qn? fnr tn !ln~ H"711rrl fnr tn QnA UQ,c; 10nn WITH I ...u.......... .......... 1 nn1 W"""M In,,,,ran,... mo./fiIS Imo inn? mn /ill!; lmn inn., I"'U" Prnn.."" r.. mn. /ill!; lmn inn... ~nunt" Prnn..rl" T".. mn /ill t Imn 1nO" mn /ill!; lmn 1nnQ Annre .......-.- --" 0.00 0.00 1100, TITI E r.HAR~I=~ 11n1 tn CaDi tal Abstract 150.00 11 n? -, -110:t Tltl.. ..xamln..llnn 11nA ....... --"r 110" --11Q!l IIInl"nI ~...... tn Cash 25.00 1107 (In"lurle" "hnv.. It..rn.. IIIn' \ -i1PR. TIIII! l",lIIrlln,... In Capi tal Abstract Corporation 1.043.75 It........ IIIn' t --1J..!ll.....kendl!r.s Pnllcu 102 375.00 - 111n 136 500.00 - 1,043.75 1111 I=ntf Inn I::ft.l ..nn I::ft" 710 I=nrl tn CaDi tal Abstract CorDoration 200.00 -111l 144 'I tn CaDi tal Abstract Corporation 35.00 120n r,OVERNM~NT .KANsF 1?M - 3B.50 . Mnrln..n. t 64 . 50 . R..I..".. t 103.00 1 '02 C n....rt t 1 365.00. 1 365.00 1 ?n, SUII. r.. .'..I......n n....rt t 1 365. 00. Unrln...... t 1 365.00 1?n.a 1?nc; 1'l.nn d I ")NA ~F=TTI F-MF-N 4.,n4 c:"......... .....13.Q~s.Un.s. n..,.tlnn 1'\n~ tn CaDi tal Abstract 36.00 14nn TOTAl ~~TTI ~""~N I..nt..r nn IIn.." 103. SIl~t1on Aft" "n'l C>A_U_ft II' 7 062.57 1 365.00 HUD CERTIFICATION OF BUYER AND SELLER I have nrofully reviewed Ihe HUD.1 Selllement Slatemenland to the but of my knowledge and benef,lt I. a true and aocurate stalement of all reoelpls and dlsbursemenls made on my account or by n In thIs Iranucllon. I further cortlfy thaI I han received a copy of the HUD.1 Setllement Slatement. ~~~lr3~8&. oz ~4___~K~M/ 181214072 .~p L. r.. ;'Ug 1 n \~......fY\ I I n \1 ~ WARNING: IT IS A CRIME TO KHOWINGL Y MAKE FALSe STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS seE TITLE 18: U.S. CODe SeCTION 1001 AND seCTION 1010. The Huo~.ellllment Statement which I have prepared Is . true and .ccurato IOcount of this transacllon. I hen c., sed or "'\Iuae the funds to be dlsbursod In aooordance with this slatomont. -1.., ._IQ-,')~ By: . tV UJ D TE 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Plasterer, Maxine C. FILE NUMBER 21-04-0846 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. DESCRIPTION VALUE AT DATE OF DEATH Edward Jones Brokerage Account: 142.846 Capital Income Builder Fund @ 48.12 887.954 Lord Abbett Affiliated Fund @ 13.18 6,000 Countrywide Home Loans, Inc. @ 1.0175 6,000 WAMU MTG Pass-through CTFS @ 0.99 6,874 11,703 6,105 5,940 20 Shares The Beistle Company @ 261.47 5,229 United States Series EE Savings Bonds: c638050933 Issued on 05/1998 in denomination of $100 m71491152 Issued on 05/1998 in denomination of$1000 m71491153 Issued on 05/1998 in denomination of$1000 1549790216 Issued on 05/1998 in denomination of $50 m59818167 Issued on 07/1993 in denomination of $1000 d40110686 Issued on 07/1993 in denomination of $500 c432729069 Issued on 07/1993 in denomination of $100 65 649 649 32 823 412 82 106 Shares Common Stock Franklin Financial Services Corporation @ $24.25 (Valued pursuant to telephone value provided by Franklin Financial of thinly traded stock.) 2,571 376.4198 Shares Common Stock Susquehanna Bancshares, Inc. @ $23.07 8,684 TOTAL (Also enter on line 2. Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 49 818 21 West HJgh Street Carlisle. PA 17013-0000 717-258-4688 www.edwardjones.com June 17, 2005 Stephen D. Tiley 5 S. Hanover 51. Carlisle. PA , 701 3 Dear Steve: Name of Deceased: SSN: 186-28-4072 Account Registration: Account Number: Date of Death: Date of Valuation: Art Amundsen Investment Representalive EdwardJones Maxine C. Plasterer Maxine C. Plasterer 377-06805 08/1 0104 08110/04 Per your request, I am writing to provide valuation for the following securities belonging to Maxine C. Plasterer. now deceased. QIy Description Cusip or Symbol Value per Item Total Value 142.846 Capital Income 140193103 $ 48.12 $6873.75 Builder Fund 887.954 lord Abbea AfflUated 544001100 $13.18 $11703.23 Fund 6,000 Countrywide Home 12669DlS5 $101.75 $6105.00 loanslnc 6.000 WAMU MTG Pass- 92922FMN5 $99.00 $5940.00 Through CTFS Cash $-- $557.27 The values listed are as of August fa, 2004, the day that Maxine passed away. The values were obtained from an outside hiStorical pricing service and while we beUeve that they are reliable, we do not guarantee their accuracy_ Please let us know if you need any other information or assistance. Sincerely. Please Jet us know if you need any other information or assistance. We can be reached at 258-4688 Beth Nguyen Branch Office Administrator Christopher J. Keegan. CF A Vice President-Finance Secretary- Treasurer THE BEISTLE COMPANY ~ YWlce ~.900 ... June 20, 2005 Stephen D. Tiley, Esq. Frey & Tiley 5 South Hanover Street Carlisle, PA 17013 Re: Maxine Plasterer Estate Dear Mr. Tiley: I am writing in response to your telephone message on Friday, June 17,2005 in which you requested the per share value of Beistle stock as of August 10, 2004. Our Company has an Employee Stock Ownership Plan which requires the plan trustee to obtain a new appraisal for our shares annually. The most recent appraisal prior to August 10, 2004 established a share price of $261.47 in May, 2004. There were numerous transactions based on that price that occurred throughout 2004. Please feel free to contact me if you have any questions or need additional information. I can be reached at (717) 532-2131, ext. 305. Sincerely, . 1 Beistle Plaza Shi Savings Bond Calculator Page 1 of 1 Savinc ,.~'---'---'_."" i U P_~.!I_~J [3~~~_=J c~cu Series I EEBonds Denomination Serial Num ber $1100U uiJ I a Resu Its # Bonds 7 Total Price $1,875.00 Total Value $2,712.90 Total Interest $837.90 Issue Interest Serial Number Issue Date Series Denom Price Interest Value Rate c638050933 05/1998 EE $100 $50.00 $14.92 $64.92 2.84% m71491152 05/1998 EE 1 ,000 500.00 149.20 649.20 2.84% m71491153 05/1998 EE 1,000 500.00 149.20 649.20 2.84% 1549790216 05/1998 EE 50 25.00 7.46 32.46 2.84% m59818167 07/1993 EE 1,000 500.00 323.20 823.20 2.75% d40110686 07/1993 EE 500 250.00 161.60 411.60 2.75% c432729069 07/1993 EE 100 50.00 32.32 82.32 2.75% le end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator' r r r i.......$ubmil'$uHl~y..i.R~sefl Issue Date YTn In1 $57 .~ Next Final Accrual Maturity 09/2004 OS/2028 09/2004 OS/2028 09/2004 OS/2028 09/2004 OS/2028 01/2005 07/2023 01/2005 07/2023 01/2005 07/2023 C' http://wwws.publicdebt. treas.gov/BC/SBCPrice 4/19/2006 Yahoo! My Yahoo! Mail Make Yahoo! your home ~ - 8e.~rch th~ WQb ~ Y1i.aoO!;. FIN A NeE r~gn FinC!n~e Hpl11e - HeJp New User? 5190 .IJ.P Monday, November 28, 2005, 4:47PM ET - U.S. Markets Closed. Dow -0.37% Nasdaq -1.04% To track stocks & more, Reaister Q t & I f Enter Symbol(s): _ .. uo es n 0 e.g. YHOO, ^DJI Symbol Lookup I Finance Search Susquehanna Bancshares Inc. (SUSQ) Flat Rate ~lD.99 Internet equity trades A.:' NQ'w.aLAmg[ltra de At 4:00PM ET: 24.1 0 ~ 0.60 (2.43%) m'jI"l7m~ .. EJw~ cre..e._In:td e~ Scot/fade" S? STOCK TRADES OQ eO, ,_~!Jl\C:;c:QLJ.nt :,.Trad~.:Smar:t8r'" .~- "j"~':17;' .- i. -~~ " .,...... ~J:r ',' ."...A:~ S.tart IlQW Historical Prices Get Historical Prices for: r ~ SET DATE RANGE ADVERTI SEMENT ~Daily Start Date: ~.Au.sI.-...!- 10 2004 Eg. Jan 1, 2003 ;__ Weekly End Date: ....&w..-..!:- 10 2004 '__Monthly '- Dividends Only r 'cel Pri(J>c First I Prev I Nexi I Last PRICES Date Open High Low Close Volume Adj Close. 10-Aug-04 22.60 23.07 22.55 23.07 72,300 21.98 * Close price adjusted for dividends and splits. Firsi I Pre'J I Next I Last f~ Download To SDreadsheet .:: Add to Portfolio '[).' Set Alert ::J Email to a Friend Get Historical Prices for Another Symbol: 'GC.-Symbol LookuD · Stock Screener . Spli~s . Merger.s & Acquisitions Copyright @ 2005 Yahoo! Inc. All rights reserved.l:'rt'{c:l9--y_PQ!j~ - I!'!mQL~rYjqa - G.QQYsjghtl.!E. poligy Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for Qth~.r exchanges. Historical chart data and daily updates provided by Commodity2y'stems. Inc. ~~. International historical chart data and daily updates provided by Hemscott Americas. Fundamental company data provided by Capital IQ. Quotes and other information supplied by independent providers Identified on 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Plasterer, Maxine C. Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlv-owned with riaht of survivorship must be disclosed on Schedule F. FILE NUMBER 21-04-0846 ITEM NUMBER DESCRIPTION 1 F&M Trust IRA distribution check dated 7/112004 2 F&M Trust IRA distribution check dated 8/2/2004 3 Edward Jones distribution check dated 6/10/2004 4 Edward Jones distribution check dated 7/9/2004 5 Citizens Bank Checking Account No. 610080-040-7 6 Citizens Bank Checking Account No. 6140-288738 7 Accrued interest to d.o.d on acct. no. 6140-288738 8 Edward Jones cash account on d.o.d. (see statement accompanying Schedule B) 9 Sale of 1977 Buick Electra automobile (at public auction) 10 Sale of 1998 Buick Regal GS automobile (at public auction) 11 Sale of personal household property at public auction VALUE AT DATE OF DEATH 1,920 1,920 150 150 14,233 6,558 1 557 850 8,105 10,916 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 45,360 ~:E Citizens Bank 525 Wi II iam Penn Place Suite 153-2618 Pittsburgh, P A 15219 May 8, 2006 STEPHEN D. TILEY 5 SOUTH HANOVER STREET CARLISLE P A 17013 Estate of MAXINE C PLASTERER Date of Death: Aug 10, 2004 SSN: 186-28-4072 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincerely, ~~ Robert Roos Operations Services ~:E Citizens Bank Account Number 6100800407 Account Title MAXINE C PLASTERER Date Opened 3/29/1980 Account Type Checking Principal Balance as of DOD $14233.16 Interest from Last Posting to DOD $.00 Account Balance as of DOD $14233.16 YTD Interest to DOD $ .00 ~:€ Citizens Bank Account Number 6140288738 Account Title MAXINE C PLASTERER Date Opened 12/1/1972 Account Type Savings Principal Balance as of DOD $6557.88 Interest from Last Posting to DOD $ .45 Account Balance as of DOD $6558.33 YTD Interest to DOD $9.53 217 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Plasterer, Maxine C. 21-04-0846 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST <IF APPLICABLE) VALUE 1. IRA Account No. 68710100 at F&M Trust Co. 566,115 100.00% 566,115 TOTAL (Also enter on line 7 Recaoitulation) $ 566 115 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. (If more space is needed, insert additional sheets of the same size) -.1>~ 00 N e t5~c: ~$~ OO~"'T'\ w 0 C -.1 <D ::3 0. tA , (f)J: ~~ Q< )<)< ~~~ ~ ~c..n0') OO-.1~ 000 000 (J):I: m~ (J)a. 3 0) ~~ ()< Q) 0) -0 ~ , Q CD """' " o e ~~ "rv e w ::3 0. ~ ~ ~ , -.1V)~ tau;e ~ooc: -<g~ ~a>-n ooe a>a>::3 0- tA -n' ~~ g ~. )<..:<: I -4 ::0 ~ o )< (f) ~ ~ ~c.nrv~O: ==~~~ c.oooo o-.1W 000 000 -4:!l ::00. o ~ ~~ (t) ~6: o. <: co ~ \s. Ct 0.0 ~~ c~ co ::3 -no. e: c.n ::3 V) ~w ~ c.n ~> wa> ~~ 00 00 ",N 00 (,nto V)O 00 00 .f.It .f.It N~.f;ft ~O>~ CD ~.;.. ~ ~~~ ~CiOi -.1-.10 fft ~.f;ft.f;ft NO>O> o-o~o 000 000 bOO 000 .f:It ~.f;ft.f;ft .;.. (.0 .;.. -V) -0> '"-1 ...,J00> ~ooN ooto (.1\00-.1 .f;ft ~.f;ft.f;ft ~c..nc..n -0> 10 -0> (J100a> NOOV) ~~to cDWa> - .f;ft O>~ ~OO ,s::.. c..n~ c.oV) .,s::.. c" ~~ ~ -.1 oO~ CJ.) ~ ~ .f:It.f:lt.f:Ft 000 000 000 -0 0); ~c ot: ~~ ~-n o c 00 ::3 0. en ,,' rnOJ cg ~~ !~~~ c;.;~3 o 0 o 0 " CD 0. (t) """' 0) co 0. J> .9: ~ 6i cr co :0 Q) co CJ) co g """' a. (t) en -n c ::3 0. <.0 0> ~ - w--.f:Ft ~~~ -.1~a> :......c"o ~-.1,s::.. ......,,-- .f:Ft.f;ft U)w.f;ft -.1-.10 tatoO Nrvo c.o~ ~~ ~~ w-n o c -.1 ::3 0- tA <' ~OJ 5<g 0. ~~~ 5' >>co ~~3 C:na>~ ~ ~ i>>' oOco 00-\ <(t) ~ 3 <0 C 0) """' 0. Q :z So J> -n c ::3 0- W Q') to c..n .;.. o o .f:Ft.f;ft ~ ~ <0 -c.o ~ .;.. U) w ~~ .f:Ft .f;ft ~ ~ -<0 -c.o ~ ~ (J'\ (J1 :......~ 0')0'> ~~ cD ::3 ~~ ~; ~~ ~ or-; :oCf) xS )<.<0 -\ ~ W co 3 "0 ,.... -'" ~~ <0 to ~~ - (0) c.n~ ~tc5 f f o ~ e- (/l -\ """' CD Q) (/l c -< "'0 """' 3' CD () 0) (/l -::r S <0 - " e: ::3 0. ~ o ~ w o o .f:It{;lt ~ ~ (J'\ (J'\ ~o -0 CJ,) U) .;.. .;.. <.,j 01 o 0 .f:It .f;ft ...... ~ (J'\ (J1 -(J'\ "(J1 ~ -" 0') 0> 00 NN ~- N.f:It oo~ ~~ -" ~ ......,,- .f:It.f;ft e,,) W N N i:.J\Ul CJ.) W woo-.1(J1CJ.)() ~~t$~(t) oooooo<.OS: -.1 -.1 -.1 N ~- o' -o~-<-oooQ) q~~G~a) NO-'" Ns. wwtO ~-,"o WW::3 (j)wo- ci\~1 Wt~ c.oOO o CD "'0 o t/) fi ...,J ~-'" -'" -'" -'" N 0' (J'\oc.nc..noc..n "8 <::> .0 .0 .0 .0 :;: oggggg~ 000000 000000 f'f~PPf o()o aoo (;)-4"'0 """' """' """' co Q) g (t) ::3 - ::3 (/l 0: ~ ~ Qi. . co or ::3 ,,::3~ @. ~ a. ';OJg o~~ o~OJ #NQ) o~~ (J'l0 ':i.#N c.ooa> ow~ <.ON'#- 00 00 ()"\V) ~ o Q') .f;ft {;It -'" -'" c.o c.o ..~ -.;.. <.0 eD (J'\()"\ ~~ .f:Ft .f:It -'" ~ <.0 eD oO~ ~>- <0 c.o c.n(J"\ ~~ .f.It .f:Ft .;.. ,s::.. 00 00 -" ~ i1'tn N N .(It.f:Ft -.1 -.1 N N 00 00 toto .;.. .;.. -n" z:r. ~bj : : 0~0 ~ ~=:o ggg bOO 000 Fff -n" Z:r. s' 'J> OJ. >-:-1 og ~o 0'# ~o ~Q') S":; -- .;.. 0- -.1g ()() ao ~~ ()- @, ~ co C '?:' 0) CP- O) OJ ?~ w'?:' ~.;.. (J"\' 0$ #~ -,"0' NO ":;N :::0 00') (J'l0 Q) 000~0 (J'lV)V)NN ":;N~::;:O eDOO-"~O> g~~~~ 00000 c.o()"\Q)(J"\Q) -" o o o o -'"-"~-'"-" 00000 00000 00000 00000 ~~~~~~ c.nO(J"\(J"\O()"\ oo~oOOO 000000 000000 000000 000000 .f.It.f;ft.f:lt.f:Ft.f:Ft.f;ft -.1~~~~N c.no()"\c.noc..n ~o -0 ~O "0 -0 -0 000000 000000 bboobb 000000 .f.It.f:lt o 0 00 00 .(It.f;ft.f:lt.f:lt.f:Ft.f:lt 000000 000000 000000 fft.f;ft -'" -'" <.0 c.o N N ~~ W W ~ .f:It oOO>~~~~~ 00-'"(.0"'0') Oo(J"\-.1c.nN bootnotn 000000 c (J) G ~ CD ~ ::3 3 CD ~ ;g CD ::3 () c;)" tA wcP (50 .;..5- N, Go ~g CJ1"'O o ~ S. S ~ GO) -CD (J')rn:r.rn grog~ (j)CJ1(J"\ -'"tO~ -.10- ~-'"tO ~~g G)'-O Gb;g ~~~ ~ ~ ~ ggggg 00000 00000 FfpfP ~~~ """' """' -::r <0 ~\ 3' ~ - 0) ::3 \ r- ::3 (J') -< OJ Ei ~ """' 2..":fg ~~J: -'" - Q)wo. ~ ~ <0 o 0 (J) ~05' o ~ (") ~~?'> ':i.o~ ~o>o g # o (J\ ':i. (J\ o 0'> G) s., ~ Cf) 3 0) 5- o co Q) o o ~ o -'" o ::; (J\ (3 0'> ~O NO> a":; -.1>- g~ sg 000~ ~c..n(J"\0 ~":;::;':i. (J'l0'>(J\()"\ g%%~ 0000 Q)Q)Q)Q) ~-'" 00 -,"-.1 otn <.00') .;..W 00 -'"-'"~~ 0000 c..nc..n(J"\N ~(,n~N -,"c.oO'JN cA~~t;5 .f.It .f;ft N.f:ft-'" ~c.o<.O -.1 -c.o ~oo <.OeDO 0')0'>0 Ut010 000 ~~~~t5 (J\c..n000 ~N~O-OO-O e".)Q)-.1(.OO <.Owa><.OO i1'tnc"WO N';"OooO .f:Pt.f:lt.f:ft W..-ioN .-lo9-'" "0') -,,"(J1 NO..-io NtON b~c" 000 .(;It.f:Ft.f;ft.f:Ft.f;ft -.I..-ioN..-ioV) ooc..n-'"OO 00-," '"-1 ~ -(J\ '" .-1000-'"';"0') cnNOOOOO'> U,01c"CoQ') (J\(J\OOO -"'0 ::3 ""'\ n -' o :J 3 Q. (1)"'0 (")e- ~ p ~\ --0 ~ ::1. o ::3 3 Q. (t)"'O Oe- 0) 0 en 0) -::r (/l -::r .(;It .f:It .-lo ~ -00 ~ .-.1 N...Jo-'" (J\NN i1'toCn 000 flit .f:Ft N.f:Ft~.f;ft.f;ft ..~ -.1 0 >- 0') _-",s::..>-O'> -.1 <.ONtO 0') boo~a> W...JooNO () c t/) -6' fft.f;ft.f:Ft 000 bOO 000 .(;It~.f;ft 000 bOO 000 .f:Ft $ ~ .f:Ft ~ ~oo ~ ,s::.. 000 NON bOO 000 .f:It .f:Ft .f;ft ~.f:Ft~.f:It-'" "(J"l <.0 N 0') -00 cn-,"NNO cn(J"\Q)(J"\O 00000 00000 ...; (i' ~ """' C/) ::s- O) ~ ('0 tA :r: o ~ 5' to (/) Q) U) ~ o 00 - ~ o N o o .;:-. -t'\ o -"' 0) 00 -.J .-ila o ~ o o '"0-0 ~. 0) CD (f) CO - ct 6: tA CD - o~ C>C CD ~. .:< g :; gl f ;;. .c:::~ O)D) -"""' c"" CD~ C ::2 """' CD Q) F ~ .- .f:.Ft~~ 000 000 000 fft o b o c.n(.IJ(J) ~$O ~~~ o~' -,,-" 00 <.O(.IJ -,,(/) -10 ~9-- ~0 ~ ~ % 3 c()g o (J)() , o oa o 3 -" <.0 ~, ~gg '0'0-\ "}oo(t) ~ggg. ::JOO=' ""f""t""'\9- ..J ~ ~ 0 ~~<A~ () (t) 0 ~~~ '? ""0 (/) Q) co 9:-3 ~ (/) 0. () 9 () o 3 3 r-Go ~rn~ s- o. c: ~~o <g \ 000 o '0 '0 000 000 000 000 b~ 9:::j ':S ~ ~ ~ 0.t!1 ;ro Q) 2t do. f; =' g~ -? ~<D<D ~toto -10(.)) 000 000 .f::It .f::It.f::lt-" ~-J~ -" 0'> -" <cg~w 'C) Co .~ (1)-,,00 .f:Ft .f:Ft.f:Ft-" ~tv-.J ....J>-c.n-<.O ~<3~ o .~ '0 0-,,0 ~.f:Ft ~g'~ - -"-00 ~~t;-?. -.1' ...... ~~~ ~....." ,.... :j~~~ -.1 tD 000 o~;;.~ ~~o' -,,-,,-"() 0000 ~-.1~3 3 -o;t.-o -n""T1Z=' m~t.-~ (0 0) S- (.J'\~ N-" ~(j\ (1)N 00 00 ~ .f::It ~ ~<.O~ "co -(.J'\ -N ~~<8 ..."\ oo~. '~ -.. .f:P;.f::It.f:Ft ~o~ -to -(.J'\ - (.IJ ~%~ '0 '0 '0 000 .f:Ft.f::lt.f::lt ~~o '0 (.,.) '0 ONO <.Oc.n::i ~~t6 g;~~ -,,-,,-" 000 -"o~ ~~() ~:t: O~ ~o ~~ (.J'\' -"() o 0 ~3 3 to 0 f,:) ." S' 0) :) o ~ ~~~ ~ ~.~ 00000 00000 00000 00000 ~~~,~ ~ 3 <g 7' Q) 0 0 cii =' .g -- caQ?S'~ o g .~ ro QO:I: 5' o 0. Q) ? <0 z(/) % ~ g' 3 ~() o~ '0(0 o o o o (.IJ..t><1\ -"O)~ '-" en en 0000 000 000 .f;/t .f::It ~~~~ ..~ -(.IJ -0 -00 ,_ 0 Cp <1\ -",OONO ~~tt~ .f:P;.f:Ft .f::It (.IJ-"'.f:Fttv CON~~ -~ -~ -0; tb cnON~ en ivo '~ '0 o 00 * .f:Ft (J'l .f::It!> -0 <& <3 ~oo.$> ~'O~ e,,)00) ~ ~~!"~ -to -00 ~ -~ ~~~~ '" .~ c: to (.IJ<1\"""'tv *.f::It.f:Ft ~~;3 000 000 000 ~a;~ ~~~ G)..t>' -,,~O 000 tv03 3 ~O()o <:::=' ;,><' ~ (t) """ ~ ..t>~ ~ ~~~ (:> '0 '0 000 000 000 000 mO ~ -:s o ~ =' """ 'So o ~ 0' (t) - ,.t. () Q) g g '? () o -? ~~t;~ '(.)) '0 :-,. to O)~cg~ gooO ~~~ .f::It .f::It ~ e,,)(.J'\ooc.oo -e,,) --" --" - -.J - ~ ~~;3~..t> oCJ'\otoCJ'\ NOO~OO .f:P;.f:Ft ..f:Ft cn....J>.f:Ft.f:Fttv -",0)0)00<.0 _~ _(.)) -00 -0) 0'> O..t>O(.IJN tO~-.100o ~~gg~ ~~;30~'~~~ <1\(.)) .......~J:> OONO.......O)~ ~t>>'-Ja\~<:5, o~~ooc;g N-"ooN~Q)3 3 ~~:g6G>QCJg ,,,.:;0 (ii. (J) () o :) (I) c: 'C5""~'C5~ o~(J'lO""" 000'00 ooooen' ooooQ, gggg~, -o:t: G) 00 co' 0 Q) en' S """ 3 =' =' -"l ~ro::S~"-C. O~ ~ <i <;2..9 ~ ~ i:j to to sa N(JJ~J:>o -JJ:>~a;9:- ~~ooN' -"~~~() 00000 c.ooo(JJ(.)) 3 3 -o"UG(')g G)m:::-r- -ocP () o =' (/) c: (JJ3 o (t) o """ o~ g~ 0- o~ o 9- <0 Q) (i) , ""0 ~ 3 9.- "2' co () 9 ~~o 'C5 000 (:>'00 000 000 000 000 (f)(J) 6! =' ~~ ro ' (fl 0 3 =' -0 5' 0 ~ $ ,. ~~~~~ 0000 0000 0000 0000 ~~c <g -0 g. ~ ~. CD """g.z ~ -- (') 0. =' - G) ~ ~ Q) 7' 3 (') r::r 0 ai" .a () 9 J:><.O (J'l(JJ '...J.Co ~'C5 00 ~~~ ~ ~.~: -1~<.O ~ tft '~ <1\(J'l0)(J'\ NoN-" c.oCoen:...J c.o(J'\..t>(J'\ 0000 0000 0) (.J'\ ~ <.0 o ~ o ~ () c: (/) -6' ~~~~ 000 000 ggg ~~~ ~ 0 g """ ;- (/) 5QOg ~ (') QO ? t.- 5'g. ~ ~ o ::s z o ~ ~~ og 00 o 0 00 00 00 Z o ~ Q) () o -a SB o ::s w o """ ro 0. -n 5' Qi =' 0. ~~~~~'3. ~~Coto~to ooo~go~ gogooo .f;/t .f:Ft -",~..f:Ft..f:Ft-" <.0 ~, -" -" tv -co --" -0) (0 -g ~t6~~0) :...to(;1~b; tv~oo..t>'""" ~.f:Ft.f:Ft..f:Ft..f:Ft.f::lt.f:Ft OO..t>..t>..t>O)<'ooo -0) -tv (0 -0) -~ -<.0 -N g<'O~~~$~ :...s (;1 to '0 Co en :.-t tvO.$>O<;>o(.J'\CJ1 ;~~ ..~ -~ -00 -"oo~ '" '-" ~ oCP';::" ~~ ~~~~$ "0 -tv ~ <:n -(.)) (J'\~(J'\<.O~ ~~otoen gcg9~..t> ~~~ -to ".,s::.. -..t> ooo~ ~<.O(JJ ~to(o IJ"'-"N .f;/t.f:Ft..f:Ft.f::lt ~~a;~ (J'\<1\(J'\..t> '~ No en 'Cp 00 000 .f:It .....f:Ft.f:Ft~~ -~ ~ 0) tv (JJ cncp..t>oc.n ig<g'gg~ .f;/t..f:Ft..f:Ft <1\(.IJtv cn~-" N(JJ<.O en '..t> No ~ ~ ~.f:Ft .f:Ft (JJ~.f:Ft.f:Ft....J> tvo(.))(.IJCJ1 ..~ -<1\ -0 --" -(J1 d'>~~~~ 00000 00000 ~.f:Ft.f:Ft.f::lt.f::lt t-)O)-"-"(.)) -~ ....t> -~ -<:n -in ~~-.J(.))-" ~ 0 '..t> en :...J 00 <.OtvO)-" * t>.~~~~~'t "co -(.IJ -tv --" -,;::.. ..~ -~ ~$~~~OOOO 'J>ooO(;1(oO 0000000 -z; r-.) "J::loo J::loo o ~ ~ ~ ~~~ _ (j) 00 -,,(J'\c.n O)cp(j) ~:.-t:...J ~$$ ~ .f::It.f:Ft~ -" -'" - .. -'" "tv ..t> 0(J1~ 0)9"0 ~g9 -\ c=r ~ -'l ~ Q) """ co (/) J: o -- 0- :r CO (j) 0) (j) o ~ .-t\ (/) 0 ~ ~ ~ o N o o ~ ...-t-\ o """\ a> ~ ~ o ~ o q oi Q)c (;)""1 ~ ~ ~ it o o -0 -r 5 ~ (t) C/ .-- (' *.f::It en 0) ..~ ..~ CJ)(J) ~ -" 00 cnO) () o ~ ~ p~~ ..~ ~ c: ~ tv tv (t) ~- 00 o 0 -z;~ CJ) (.)) "0 "0 $$ 00 .sf!], .f;/t.f:Ft ..f:Ft ~'C5~~~ 1J"'0(J1000 ~oivoOo 00 00 ~"'~"'~~'" ~~g~a;'t~ aggg~i?5g ~ ~. ~ <J'\ ( OC ""0 Q) 10 ell c.J N '"'"'" '"'"'" ~ ~ b g 8 ~ 0 (:) ():) 0 0 ~ g g o 0 Z G) G) a (1) "'C Z < \, -...J N o cF. ~ U1 W -...J c.n N W ~ '"'"'" ~ -EA- .... ...... o 0' co o 0 o 0 o b o 0 ~ U1 0) .0) '"'"'" .... U1 :;. o ~ -EA- .... ...... o 0 c.nc.n ~ ~ ~ ~ o 0 o 0 ~ N 00 c.n ~ ~ co ~ ~ '"'"'" ~ ~ u, 0 0 co 0 0 ~ '"'"'" ...... b .;.. co :... 0) -E:A- -EA- ...... -...J ,..." N o 0 o (:) o 0 ~en U"I .... en 0 ():) n w ~ ......1 W""O o .., ...... (I) ;' .., .., z CD NO. N en W en o o w w o 0 o 0 o b o 0 o 0 o 0 o 0 ~ -EA- .... ...... o 0 CoCo ...... ...... ...... ...... o 0 o 0 ~ ~ 0) en me, ~ ~ U1 01 00 o 0 -- ~ ~ ~ ~ ww I\.) N 0) en b 0 o 0 -- ~~ eN W eN W o 0 b 0 o 0 o c: '7\ CD m ::J CD ..., cc '< (") o ..., "!=' N ~ ...... 01 o o n o 3 3 ~ g 1 a;f ~ en ~ g ~ ...... '"'""'......3,..."N~CO,..."N...... ~~3~~en~g~g 005000000 OOc=rOO 0000 000)000000 00_00 0000 OOeroo 0000 ~ fT1 a;i en:- x CD OJ :< 0 en c=r c: :i CD -0 en en 0 ~ a c: 3 CD :J - !!> """en 0') .... ~ 0 w C') (0" (01 ......(') o 0 0') 3 3 o 0 c =; ^c == ;:::;: CD. C/) ~ ~ c.n U"I co (J) CJ'> 00 ():) 0, en o 0 o ~ c.n (J'1 w'"w (J) CJ'> co (0 o 0 o 0 ~ ~ w w o 0 o 0 ~ ~ o a ~ ~ N N .... ...... U1 (J'1 a, en o 0 co en N- w 0 ~ n w~ <I ...... o ~ < CD ..., N' o :J (') o 3 3 c :J 0' (I) ... o. :J en (') ~o 3 w ():) w (J'1 o o ~~ .... ...... Ww ':...J~ U1 CJ1 N N c.o to 00 co 0~ co (0 c.oeo ...... ...... N N o 0 o 0 ~~ w w :""":..J 00 ():) o 0 Co Co ~~ ~ -E:R- W W W W 0) 0') b 0 o 0 N(n 0') .... w 0 01 C') W" ~I '"'""'(') o 0 (0 3 3 o 0 o ::::2 o CD Z (I) 3 o c .., (I) Qo (") 9 ~ ...... 0, (J'1 o o ():)(J'1~ OOCO(J'1 N~tO (J'1(ON 0......0 00000 ...... ...... .... 000 ~~...... -is::(jj Xcns: Z., -i ~ s: :i o. (i) a ..., CJ) :J o a :::+' <:,- Q~ -a" OJ c (I) 5' CD (I) CJ) ~ OJ (') :::J" 5' CD (I) ......NCO co:---Jw m......~ -...J~OO a 0 a 000 -EA- ~ ...... N CJ1 0) 0, ~ tR-~* NCOOO ~c.no ......(J'1W 000>!=> o~ OU"l~ ~ ~ 00 0, ...... co :;. ...... -Yt -Yt * < 3: wo>_oomOJ eo""....J w -..., woo~c:~ ~ (J'1 ():) CD !. 000 000 ~ ~-E:R-NL8. ...... -...... -.;;rT 'W............w ~~:-'"~ Oooiiibo ......O_CJ'> ~ N .f:I7 .f:I7 .(;It ......NOO...... mOON wooo NOOO (') c (I) -6' -I c=r '" CD .., en :::r m .., CD en )> en UI CD .... I o Cl. ~ CO CJ) OJ CJ) o ...., o ex> ....... -.I. o ....... N o o ~ 0' .., Q) ex> -......J ......A o .-.lo. o o -0 Q) (J) ,.... CD .., CD ...., 3: om OJ- _c: CD ~, -< " ..., c=r CD () o UI - ~ OJ ~. :J ([) () ::0 )> C :::I ..., CD ~ N' CD c. G> Q) 5' m en ~ :::s C') o 3 CD 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Plasterer, Maxine C. ITEM NUMBER A. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 21-04-0846 Debts of deced...ent must be reported on Schedule I. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Fogelsanger - Bricker Funeral Home 8,330 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City Year{s) Commission Paid: State Zip Attorney Fees (Frey & Tiley) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 17,245 City Relationship of Claimant to Decedent State Zip Probate Fees 271 Accountant's Fees (Included in Attorney's Fee.) Tax Return Preparer's Fees (Included in Attorney's Fee.) Checks cleared after death (personal checking acct. Citizens Bank No. 610080-040-7) 984 Advertising Grant of Letters Testamentary 204 Filing Fee - Inheritance Tax Return 15 Reserve to File Account 230 TOTAL (Also enter on line 9 Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 27,279 REV-1512 EX+ (12-03) 217 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Plasterer, Maxine C. FILE NUMBER 21-04-0846 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. DESCRIPTION VALUE AT DATE OF DEATH Borough of Shippensburg (water) Com cast Sprint Penelec Lisa L. Helm, Tax Collector - School Real Estate Taxes West Shore EMS Chambersburg Hospital Sollenbergers Tanner Home & Energy Stephen D. Tiley (reimburse for Sprint final bill) Frey & Tiley (Reimburse for Barrick's Plumbing - repairs to house) Allstate Insurance Co. - Auto insurance for 1998 Buick Penelec Borough of Shippensburg (water) The Sentinel (Advertise automobiles for sale) Associated Cardiologists Lisa L. Helm, Tax Collector - County & Bor. Real Estate Taxes Tanner Home & Energy Reader's Digest Borough os Shippensburg (water) Tanner Home & Energy Allstate Insurance Company (1998 Buick insurance) Tanner Home & Energy Frey & Tiley (Reimburse for Pennelec money order) Terry L. Shetter (Auctioneer's Commission - Real Estate & Personal Property) Transfer Tax - Sale of 222 East Orange Street, Shippensburg, PA Net Tax and Tax Pro-ration - Sale of 222 East Orange Street, Shipp., PA Borough of Shippensburg (water) Jason Doyle - Lawn Mowing Allstate Insurance Company (final premium 222 E. Orange St., Shipp., PA) 123 140 45 23 1,041 104 23 37 416 123 260 349 40 142 26 14 434 695 84 125 68 64 135 31 8,227 1,365 -33 127 75 73 TOTAL (Also enter on line 10, Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 14,376 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Maxine C Plasterer 21-04-0846 "- RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] a. Susan C. Weaver Daughter 50% 1402 Eldindean Terrace Mechanicsburg, PA 17050 b. Cynthia K. Clouse Daughter 500/0 615 Doubling Gap Road Newville, PA 17241 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~ ~Ie.. - ;;!''1V . ou '?d - I~ ,=)~) . Cl:) \\.Vb -- --::~~S. co =t:\:o~: f~(c 3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TILEY STEPHEN 0 ESQ 5 S HANOVER ST CARLISLE, PA 17013 ___n___ fold ESTATE INFORMATION: SSN: 186-28-4072 FILE NUMBER: 2104-0846 DECEDENT NAME: PLASTERER MAXINE C DATE OF PAYMENT: 05/15/2006 POSTMARK DATE: 05/15/2006 COUNTY: CUMBERLAND DATE OF DEATH: 08/10/2004 NO. CD 006693 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,424.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK#147 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $3,424.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS FIRST AND FINAL ACCOUNT OF SUSAN C. WEAVER AND CYNTHIA K. PLASTERER, CO-EXECUTRIXES OF THE LAST WILL AND TESTAMENT OF MAXINE C. PLASTERER LATE OF 222 EAST ORANGE STREET, SHIPPENSBURG, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED: August 10,2004 CUMBERLAND LAW JOURNAL Sept 24, Oct 1 & 8, 2004 FILE NO. 21-04-0846 THE SENTINEL Sept23,30,&Oct7,2004 PRINCIPAL RECEIVED - REAL ESTATE r--) c::> c.;;;;> C1'"' CJ (J --~ \ W (J Co ";. -"T""l -~.'. , ; (-::> , :' \ --rl --:-:=! : .' "j ?n ,- (-) ::c;, Accountants charge themselves with the following principal amounts received: ), i;:~::, c=?t L__ ~ -0 -;7 ~, " .~. . ..-' \..0 f".,) rv Date 2004 10-Aug Real Estate - 222 East Orange Street, Shippensburg, P A 136,500.00 TOTAL PRINCIPAL - REAL ESTATE RECEIVED 136,500.00 PRINCIPAL RECEIVED - PERSONAL PROPERTY Accountants charge themselves with the following principal amounts received: Date 2004 10-Aug 10-Aug F&M Trust IRA dsitribution check dated 7/1/2004 1,920.00 F&M Trust IRA dsitribution check dated 8/2/2004 1,920.00 Estate of Maxine C. Plasterer - First Final Account Page 1 C/ 10-Aug Edward Jones Distribution check dated 6/10/04 150.00 10-Aug Edward Jones Distribution check dated 7/9/04 150.00 10-Aug Citizens Bank Checking Account No.: 610080-040-7 14,233.16 10-Aug Citizens Bank Savings Account No.: 6140-288738 6,557.88 Accrued Interest to Date of Death 0.45 10-Aug Edward Jones Account: 142.846 Capital Income Builder Fund @ $48.12 6,873.75 887.954 Lord Abbett Affiliated Fund @ $13.18 11,703.23 6,000 Countrywide Home Loans, Inc. @ $101.75 6,105.00 6,000 W AMU MTG Pass-through CTFS @ $99.00 5,940.00 Edward Jones cash account 557.27 10-Aug 20 Shares The Beistle Company @ $261.47 5,229.40 10-Aug U.S. Savings Bonds of Maxine C. Plasterer, with accrued interest to 8/10/04: 1549790216 Issued 05/1998 in denomination of $50 32.46 c638050933 Issued 05/1998 in denomination of $100 64.92 m71491152 Issued 05/1998 in denomination of $1000 649.20 m71491153 Issued 05/1998 in denomination of $1000 649.20 10-Aug U.S. Savings Bonds of Trafford B. Plasterer, II, with accrued interest to 8/10/04: c432729069 Issued 07/1993 in denomination of $100 82.32 d40110686 Issued 07/1993 in denomination of $250 411. 60 m59818167 Issued 07/1993 in denomination of $500 823.20 10-Aug Corporate Stock From Estate of Trafford B. Plasterer, II 106 Shares Common Stock Franklin Financial Services Corporation @ $24.25 (Price established by telephone contact with entity - closing price $24.25.) 2,570.50 376.4198 Shares Common Stock Susquehanna Bancshares, Inc. @ $23.07 8,684.00 2005 11-Jul Sale of 1977 Buick Electra automobile 850.00 ll-Jul Sale of 1998 BuickRegal GS automobile 8,100.00 I1-Jul Sale of Household Personal Property 10,916.00 Estate of Maxine C. Plasterer - First Final Account Page 2 ll-Aug N.B.: IRA at F&M Trust, and MetLife Insurance, passed directly to beneficiaries, outside of the estate. TOTAL PRINCIPAL - PERSONAL PROPERTY RECEIVED INCOME RECEIVED Accountant charges himself with the following income amounts received: Date 2004 31-Aug 30-Sep 31-0ct ll-Nov 2005 3-Feb 14-Feb 18-Feb 18-Feb 22-Feb 29-Mar 29-Mar 29-Mar Interst on Citizens Bank Savings No. 6140-288738 Interst on Citizens Bank Savings No. 6140-288738 Interst on Citizens Bank Savings No. 6140-288738 Edward Jones monthly distribution checks for Sept. and Oct. Interst on Citizens Bank Savings No. 6140-288738 - Additional from closure of savings account Edward Jones - Monthly Distribution for January Edward Jones Account: (Gain / Loss on liquidation) Capital Income Builder Fund Lord Abbett Affilitated Fund 6,000 Countrywide Home Loans, Inc. 6,000 W AMU MTG Pass-through CTFS The Beistle Company - Dividend Edward Jones cash account AARP (Health Insurance Refund) Allstate (98 Buick Auto Insurance Refund) Comcast Refund Estate of Maxine C. Plasterer - First Final Account N/A 95,173.54 0.94 1.35 1.39 300.00 0040 150.00 808.50 1,146.33 (156.77) (67.12) 55.00 131.39 666.75 61.70 2.79 Page 3 29- Mar Edward Jones additional distribution following closure. 355.77 26-Apr Edward Jones - Additional Income Distribution 4.34 5-May Edward Jones - Additional Income Distribution 29.53 13-Jun IRS Refund (2004 Federal personal income tax) 8,788.00 10-Aug Interest on Estate Checking Account 3.76 24-Aug Miscellaneous Franklin Financial Dividend Checks received 79.99 by Trafford B. Plasterer, II Estate and carried over to this estate. 2-Sep Accrued Interst on U.S. Savings Bonds of Maxine C. Plasterer, from 8/10/04 to 912/05: 1549790216 Issued 05/1998 in denomination of $50 1.16 c638050933 Issued 05/1998 in denomination of $100 2.32 m71491152 Issued 05/1998 in denomination of $1000 23.20 m71491153 Issued 05/1998 in denomination of $1000 23.20 2-Sep Accrued Interst on U.S. Savings Bonds of Trafford B. Plasterer, passed to Maxine C. Plasterer, from 8/10/04 to 9/2/05: c432729069 Issued 07/1993 in denomination of $100 2.40 d40110686 Issued 07/1993 in denomination of $250 12.00 m59818167 Issued 07/1993 in denomination of $500 24.00 13-Sep Franklin Financial Divdend Check, received by Trafford B. 25.44 Plasterer, II Estate and carried over to this estate. 22-Sep Gain on sale of stock acquired from Est. of Trafford B. Plasterer, II 106 Shares Common Stock Franklin Financial Services Corporation @ $24.75 less $35.00 service fee = $2,588.50 net proceeds received (less principal on 8/10/04) 18.00 376.4198 Shares Common Stock Susquehanna Bancshares, Inc. @ $25.2340 less $10.00 service fee = $9,488.58 net proceeds received (less principal on 8/10/04) 804.58 II-Sep Interest on Estate Checking Account 150.34 10-0ct Interest on Estate Checking Account 94.66 9-Nov Interest on Estate Checking Account 98.02 11- Dec Interest on Estate Checking Account 97.01 2006 Estate of Maxine C. Plasterer - First Final Account Page 4 10-Jan Interest on Estate Checking Account 40.72 12-Feb Interest on Estate Checking Account 44.83 12- Mar Interest on Estate Checking Account 38.07 10-Apr Interest on Estate Checking Account 39.46 10-May Interest on Estate Checking Account 40.85 II-Jun Interest on Estate Checking Account 73.64 10-Jul Interest on Estate Checking Account 70.94 10-Aug Interest on Estate Checking Account 75.93 10-Sep Interest on Estate Checking Account 76.02 TOTAL INCOME RECEIVED 14,240.83 DISBURSEMENTS Accoutant claims credit for the following amounts paid: Date 2004 I-Nov 1- N ov I-Nov I-Nov I-Nov I-Nov I-Nov 10-Nov Borough of Shippensburg (water) Comcast Sprint Penelec Lisa L. Helm, Tax Collector - School Real Estate taxes West Shore EMS Chambersburg Hospital Fogelsanger-Bricker Funeral Home 122.53 139.74 45.41 23.16 1,040.52 104.44 23.40 8,329.56 Estate of Maxine C. Plasterer - First Final Account Page 5 10- N ov Checks cleared after death and automatic debits from Citizens checking account (610080-040-7) 8/1 0/04 to closure 983.53 23-Nov Sollenbergers 36.50 2005 3-Feb Tanner Home & Energy 416.40 3-Feb Frey and Tiley (Probate Fees and Short Certificates) 263.00 3-Feb Stephen D. Tiley (Reimburse for Sprint final bill paid by credit card by telephone) 122.61 3-Feb Frey and Tiley (Reimburse for Barricks Plumbing - repairs to house) 260.00 3-Feb Frey and Tiley (Reimburse for Cumberland Law Journal and The Sentinel advertising) 204.47 3-Feb Allstate Insurance Co. - Auto insurance for 1998 Buick 348.78 3-Feb Penelec 40.45 3- Feb Borough of Shippensburg 141.89 3-Feb Register of Wills (Short Certificates) 8.00 29-Mar The Sentinel (Automobiles for Sale) 25.99 29-Mar Associated Cardiologists (Check 123 Returned $14.33 / Ins. Paid) 0.00 29-Mar Lisa L. Helm, Tax Collector (Real Estate Taxes) 434.14 29- Mar Tanner Home & Energy 695.05 29-Mar Penelec 29.86 29- Mar Reader's Digest 83.94 5-Apr Borough of Shippensburg 125.13 5-Apr Tanner Home & Energy 67.80 I3-Jun Allstate Insurance Company (1998 Buick insurance) 64.19 13-Jun Fisher's Lawn Service 31.80 13-Jun Tanner Home & Energy 134.98 Estate of Maxine C. Plasterer - First Final Account Page 6 13-Jun Frey & Tiley (Reimburse for Pennelec money order) 30.99 13-Jun Register of Wills, Inheritance Tax on account 31,000.00 12-1ul Terry L. Shetter (Auctioneer's commission) 8,226.75 18-Aug Transfer Tax - Sale of 222 East Orange Street 1,365.00 18-Aug Net Tax and Tax Pro-Ration - Sale of 222 E. Orange Street (33.30) 25- Aug Borough of Shippensburg (water & sewer) 126.68 2-Sep Jason Doyle - Lawn Mowing 75.00 5-Sep Reimburse Frey & Tiley for expenses in Trafford B. Plasterer, 122.88 II, Estate (Probate fee, advance for death certificates, postage) Carry over from Trafford B. Plasterer, II, Est. 15-Sep Reimbursement from Fisher's Lawn Service (Bill paid in error 6-13-05) (31.80) 2006 19-Apr Allstate Insurance Company (additional premium due on 222 East Orange Street, Shippensburg, P A) 72.50 ll-May Register of Wills - Filing Fee for Inheritance Tax Return 15.00 (Expense from Trafford B. Plasterer, II estate carried over.) ll-May Reimburse Frey & Tiley for Fiduciary Income Tax paid in Trafford B. Plasterer, II, Est. (Carry over from that estate.) 6.00 II-May Register of Wills - Filing Fee for Inheritance Tax Return 15.00 ll-May Register of Wills - Additional Inheritance Tax and Interest 3,424.00 ll-May United States Treasury - Additional Tax Year 2005 Form 1041 41.00 ll-May PA Dept. of Revenue - Add. Tax & Penalty Year 2005 PA-41 80.00 ll-May Frey & Tiley - Reimburse for Estimated Fiduciary Tax Paid with Forms 7004 and REV-276 65.00 17-May Additional Probate Fee - Estate of Maxine C. Plasterer 35.00 17-May Additional Probate Fee - Estate of Trafford B. Plasterer, II 25.00 30- May Allstate Insurance Company (Refund of premium) (72.50) Estate of Maxine C. Plasterer - First Final Account Page 7 19-Jun Frey & Tiley - Reimburse for advance to IRS for Trafford tax penalty 4.32 5-Jul Commonwealth of Pennsylvania - refund of tax, estate of Trafford B. Plasterer, II ( 1.00) 2-0ct Reserve to File Account - To Register of Wills 230.00 28-Nov Refund of Inheritance Tax from estate of Maxine C. Plasterer (date is an estimate) (48.02) 28-Nov Attorney's Fees to Frey & Tiley 15,000.00 (Includes administration of both estate of Maxine C. Plasterer, and estate of Trafford B. Plasterer, II.) TOTAL DISBURSEMENTS 74,120.77 RECAPITULATION Principal - Real Estate Received Sub- Total: Total Principal 136,500.00 95,173.54 231,673.54 14,240.83 245,914.37 74,120.77 171,793.60 Principal - Personal Property Received Income Received Sub- Total: Total Receipts Less Disbursements Balance for Distribution Estate of Maxine C. Plasterer - First Final Account Page 8 PROPOSED SCHEDULE OF DISTRIBUTION Balance for Distribution: 171,793.60 1) Susan C. (Plasterer) Weaver 1402 Eldindean Terrace Mechanicsburg, P A 17050 1/2 Residuary Estate 85,896.80 4/15/05 In-Kind Distribution: 10 Shares The Beistle Company @ $261.47 7/20/05 Partial Distribution 8/25/05 Partial Distribution 9/2/05 Partial Distribution 10/2/06 Final Distribution 2,614.70 15,000.00 7,000.00 39,000.00 22,282.10 Total to Susan C. (Plasterer) Weaver: 85,896.80 2) Cynthia K. (Plasterer) Clouse 615 Doubling Gap Road Newville, PA 17241 1/2 Residuary Estate 85,896.80 4/15/05 In-Kind Distribution: 10 Shares The Beistle Company @ $261.47 9/2/05 Partial Distribution 9/2/05 Partial Distribution 10/2/06 Final Distribution 2,614.70 22,000.00 39,000.00 22,282.10 Total to Cynthia K. (Plasterer) Clouse: 85,896.80 Total Distributions: 171,793.60 Estate of Maxine C. Plasterer - First Final Account Page 9 . COMMONWEALTH OF PENNSYLVANIA SS.: COUNTY OF CUMBERALND Before me, the undersigned officer, personally appeared Susan C. Weaver and Cynthia K. Clouse, Co-Executroxes of the Last Will and Testament of Maxine C. Plasterer, Deceased, who, be in duly sworn according to law, despose and say that the foregoing First and Final Account and Proposed Schedule are true and correct to the best of their knowledge, information and belief. ~~--- Susan C. Weaver --- ~~~K.~e af~I~V Sworn to and subscribed before me thisJ^:YOf a2lobr, ~OO(P. I ~isl rfI d?~ NOTARIAl SEAl.. TRISHA A. UESS, Notary Public- Borough of Carlisle, Cumbo County, PA My Commission Expires May 20,2010 Estate of Maxine C. Plasterer - First Final Account Page 10 ~ r \\ ~\ t '"C:l '"C:l n ~ a a g;:~!f~ <D' ~~ _ Con 0"1 ~ ~ CD en 0 !=;~~~ rIlo rIl .... -g.~g~" I'DrIl I'D ..~.~'<~ ;" Q..rIl o~_-i::O ~='= Q.. '"C:lI'D ..=::.. z ::I -- ::r 0 m 00 CD!e. :.0 1'D"1 ~.~ = ~CD:I:Z-< rIlI'D t') --J - II> m s: a. ::r i~g=~Q.. a ......-0::1-<$20 I'D ~ .:::p> ~ Cf' --I ~~ ~ '< I'D.. ~ rIl ~ I'D ......CD)>- eft ~~ =;"g ~ ~--J.....-;lr ....~ I'D ~n Q..S:::_ N U)~(I)s;:m ON 0 = 1-3 I'D I-' cJ,U);:E-< =,1:. """ .... = "1 > I 0) CD ~U'l ~ J>> a ~.. t') = ~ - 1-''' ~~ g~~ ,I:. ~\C .... I rIl = 1-'1-' .. .. ,I:. :3- ~5' ~aa QC ~. ,I:. \C~ g ~ ~~ rIl = .. g 0 c,.. .. I'DQ.. 0 .""" .... Q.. """ ~ 0 = = . 0 """ ~ii!!O~~e.CfJ- Oi~Q.'~CD3ii::r ~ g. ~ 5 ! ~ i Ii i~ij.oi~I~2 a.i.3 ::Tilll 51.3- sa ",0 ! & I , :!J-? CDi~.fB t l ~ i~!lll f!, ~ I?fl"'!!j! _ ils) " 9- 'v I . 'i 'L fill' \~ ~ II 1'1 'Ll ~'\, Jsf ish ~ " ~ -;Y-O';J:"CD g.-::E-- CD::J::J< g -;Y-;y ~Cio !I!(i". iUi"t1I o(;::Eo<o8::JICi ....~~cd:::Jg. !l _ootgl15 ::J 11/I () ~i~'O ~~l ~liUilh =i!lg,ii\ l~ilrli~ ~f5il . & ~ Q! {t "t~ ~ii.tg.~rii 3'3ii;gi-~ _ ~igiS~C1 !. So ::J ::J BUREAU OF INDIVIDUAL TAXES IllERITAHCE TAX DIVISI[II PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Pc:,r.'....i. 'f,.~r-.i~.n .("....I~. '.. ,.IERI:TANCE TAX . 'i~~,~t"~,.;I:I'~A~,~NT OF ACCOUNT . REV-1607 EX AFP (03-05) STEPHEN D TILEY FREY & TILEY 5 S HANOVER ST CARLISLE 2006 ~JOV 27 PM 3: 26 CLERK OF ORPHAN'S COURT CU~'A2FRL/J'JD Co., PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-23-2006 PLASTERER 08-10-2004 21 04-0846 CUMBERLAND 101 AIIount R_i tteci MAXINE C PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your eccount, s~it the upper portion of this for. with your tax P.~t. CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF PLASTERER MAXINE C FILE NO. 21 04-0846 ACN 101 DATE 10-23-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE ~ED ~STATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FISURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-03-2006 PRINCIPAL TAX DUE: 34,026.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-20-2005 CD005455 .00 31,000.00 05-15-2006 CD006693 349.98- 3,424.00 10-10-2006 REFUND .00 48.02- TOTAL TAX CREDIT 34,026.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l \~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 C) ~SS )-0 -. ::r: (") :j.."'.>r- ~."7m > ~-:; -TJ Cf)~ .,~j8 1"-' = <=;) -.I <- C , N -.J -0 :x Date: 7/27/2007 =.lJ 0--1 ).::> W N N TILEY STEPHEN DOUGLAS FREY & TILEY 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of PLASTERER MAXINE C File Number: 2004-00846 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 8/10/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ,~h.~)~ / l -.' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 7/27/2007 C) '=:O :1.1 I~ ~O - -. iT] '~,J '-...l C:;;"} c:::;:;:t -.... (- , 1::'-::: 1'_) -.J .,.- "~- WEAVER SUSAN C v , c-) . .~l ~Ei () [__ i '-1 0'.'; 1402 ELDINDEAN TERRACE MECHANICSBURGI PA 17050 ;.- - ~J __ :'J ---, (..) N N RE: Estate of PLASTERER MAXINE C File Number: 2004-00846 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing lS due by: 8/10/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI Yuv/Jt.. ~~;;;~/u.~ 1/ ./ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 o ~~.~g .......) :"';:) C,:) --' c_ f:;'': ~- ::'J j"\'l C) ( -) ~:~ I "-I . . -.J~O .-;.: iI1 .-~ JJ ) ,~..;, f'v --1 -0 Date: 7/27/2007 c..) CLOUSE CYNTHIA K \ oj'-) t~'--'f !'V . '., I N 615 DOUBLING GAP RD NEWVILLE, PA 17241 RE: Estate of PLASTERER MAXINE C File Number: 2004-00846 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, 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: 8/10/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /a/!'/IL~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O. C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: MAXINE C. PLASTERER Date of Death: August 10. 2004 File Number: 21-04-00846 Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete................. _X_Yes _No 2. If the answer is NO, state when the personal representative reasonably believes that the adminsitration will be complete: 3. If the answer to No., 1 is YES, state the following: a. Did the personal representative file a final account with the Court?.................................................................... _X_Yes _No b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest........................................... _Yes _X_No d. Copies of receipts, releases, joinders and approvals of formal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Date: July 31,2007 ;G,7 Sign ture of Person Filing this Form Capacity: _Personal Representative _X_Cousel Stephen D. Tiley. Esquire Name of Person Filing this Form \-1' . ..' :..j\lln'1 \,'G ',....:1, ;,_....~;....J11 V lanO:; S,NliH&JO jO Yl:J3l:J 5 South Hanover Street Address Carlisle. Pennsylvania 17013 (717) 243-5838 Telephone Form ~-ibll )illJ.13~gV LOOl \ ~