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 $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
217
REV-1500 EX (6-00)
~
lIl:~~
oQ.<.J
UJOO
J:~..J
oQ.a1
Q.
c(
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-04-0846
YEAR
COUNTY CODE
NUMBER
....
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c
UJ
&}
o
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Plasterer Maxine C.
DATE OF DEATH (MM-DD- YEAR)
SOCIAL SECURITY NUMBER
186-28-4072
DATE OF BIRTH (MM-DD- YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
8/10/2004 6/28/1935
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, ANq MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
t-
Z
W
C
Z
o
D-
en
w
a:
a:
o
o
[K] 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82)
o 4. limited Estate 04a. Future Interest Compromise (date of death after 12-12-82) 05. Federal Estate Tax Return Required
[K] 6. Decedent Died Testate (Attach copy of Will) 0 7. Decedent Maintained a living Trust (Attach copy of Trust) E- 8. Total Number of Safe Deposit Boxes
o 9. Litigation Proceeds Received 010. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A) (Attach Sch 0)
}{rttBj$~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)
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Susquehanna Bancshares Inc. (SUSQ)
Flat Rate ~lD.99
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At 4:00PM ET: 24.1 0 ~ 0.60 (2.43%)
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Historical Prices
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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
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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
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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)
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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
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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
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
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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
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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
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1402 ELDINDEAN TERRACE
MECHANICSBURGI PA 17050
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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.~
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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
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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
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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
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