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Home My WebLink About03-0970Register of Wills County, Pennsylvania Cumberland INVENTORY Estate of ROBERT J. NOONAN also known as ROBERT J. NOONAN SR. , Deceased No. 21-03-0970 Date of Death 10-27-2003 Social Security No. 167-14-6529 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate end all of the real estate in the Commonwealth of Pennsylvania of said, Decedent that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and th Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this inventory are true and correct. I/~Ve understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Attorney HERBERT G. RUPP, JR, ESQUIRE I.D. No.: 1509 Address 355 NORTH 21sr STREET, SUITE 205 DaSd Telephone: 717-761-3459 RESIDENTIAL REAL ESTATE 511 COCKLIN STREET MECHANICSBURG, PA 17055 PNC BANK CHECKING ACCOUNT NUMBER 5140283656 SAVINGS ACCOUNT NUMBER 5003635389 PERSONAL PROPERTY (SEE INVENTORY ATTACHED) Description Value $164,211.94 $5,357.84 $5,702.59 Total from Continuation Page(s) (Attach additional sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. $0.00 Total: $179,147.37 SEP-24-2~4 11: 00 .. TYPE 'O,J= ,LOAN:' ...... DEPARTMENT OF HOUSING & URBAN DEVEEOPMENT SETTLEMENT STATEMENT & MORT~AC4i[ IN~ CA~E NU~a~R: ' A~un s pmld ~ a~ by thg ~M~..~nt mOeflt am ~-.. ~. PROPERTY LOCATION: ,1 '1 Coe~n. Skeet ~umberlalld ~ty, ~,lflne~lvanla E, N~&A~ A[~i]RE3S OF SELLER: EstaM of F~ J. Noonan H, SETTLEMENT AGENT: K.~atm~ Land Tranafer, Ltd. Pi. AOE OF ~E'I~LIEMENT 342t Market Camp Hill, PA 17o1~ P, 02/03 CA~H . I, SE'rI'LEMENT DATE: AUgUB[ lg. 20~4 · f 20, ORO$$ AMOUNT DUE FROM BUYER T~e u~le~gned hem~y a~newledge receipt of a ~m~ ~ of pages 1~ of ~b s~emenl & any u~en~ re~rred ~ heroin. SEP-24-21;~4 21:01 · KF. mBFWe~ UE~O&ITF. D WI~'H ~.END~R Rel',.' am $ }di§ed to be m true ~i:)Dy,. OCT-Ig16-2BEI,4 't ~.: 219 P. 0:3×04 ,ROBERT ENSMINGER AFt't -xt tx .REAL ESTATE and PERSONAL PR O PEt TY f 3557 L~ME.RTON AVENU PNONE ?17~2~11t ~.a,~u Feb~a~ 11, 2~ Robert Noonan 511. Cocklin Mechantcsburg, PA 17055 RE: Estate of Robert J. Noonan, Sr Dear Mr. Nooses: In accordance with your request, I have appra sod the persona property belonging to your father, Robert J. Noonen, Sr., deceased. Theiproperty is located at 511 Cooklin St. Mechanicsburg, PA 17055, The values shown have been arrived at after a careful, study of the property. I believe it to reflect a true measure of.its market value as of January 23, 2004. The values have remained virtually unchanged since the date of death, October 27, 2003. ' Market value is defined as being the most reasonable or probable price in terms of money that real or personal property will bring in an open and competitive market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Taking into ac~unt all of the factors set forth In the page that follows, it is the opinion of the undersigned that the fair market value of the personal property is Three Thousand Eight Hundred Seventy-Five Dollars ($3,875.00.) EmpLoyment in and compensation for making this appraisal are in no manner contingent upon the value reported and I certify that I have no financial interest in the property al3praised, present or contemplated. Very truly yours. ~obert A, Ensminger 0CT-06-2~34 ~.;1: 29 P. 84/84 Estate of Robert J. N(~onan, Sr. Old refrigerator ,-I ~ .......... 25'00 Garden tools $ 25,00 Craftsman 5HP, 22" snow blower $ 350,00 Lawn Bo_.y_.4_..5_H._P__,r:~.w_,_e~r_ $ 110,00 . .c.~,.a,..f~...ma?_ _3:5 H P ed g e_r ............................ $ 85,00 Kenmore Heavy Dut7 70, washer & dr/er ................................... _$_ ....... 100,00 Whirlpool refrigerator with ]ce & water dispenser $ 400.00 Kitchen table & chairs $ 50,-~- Quee_n_.A_n. n_._w_riting ta______bl_e_ ............... _ Convex mirror I $ 125.00 ~ $ 35,00 Rectangular' mirror ........ $ 35,00 Hutch $ 2D0,00 Couch $ 25,00 Loveseat $ 25.00 5 asso~tecl chairs ........................................... $ ............ 5--0,00 Coffee table ........................... kS 80,00 3 end tables Tra7 table $ 50.00 4Lamps $ 50,00 Double tamp $ 30,00 Antique lamp $ 20.0( Floor lamp $ 20,00 Wooden mirror ,$ 50.00 Plastic minor ...........................[$' ........... 5,00 Sony 32" TV, 2/97 _$. ..... 150.00 Stand $ 40.00 Sword mantlepiece -$-'- ...... -4-~, 00 Laquered c~ina cheat '$ 250,00 ?..m. al...l_.d, ish cabinet,~ 100.00 Queen size bed $ 75.00 Dresser & Ches~'0'~'~l'r-~;~'l;s'-wj mirror $ 225.00 4 Jamps $ 50.00 1917 cheat $ 85,00 Shaving mirror , ~ 50.00 D_l.n~Lng room table & 4 Hit~hoock chairs :~ ...... 400,00 Bed frame L$. 15,00 ,Sharp TV i $ 60,00~ TOTALi $ 3,87-~'/ Page I of 1 TOTAL p. 04 Estate of also known as PETITION FOR PROBATE and GRANT OF LETTERS Robert J. Noonar~ No. ~,,~/_~r2,_5,. c,>,~) 0 Robert J. Noonan, Sr. To: Social Security No. ,Deceased. 067-14-6529 Register of Wills for the 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 and the executor in the last will of he above decedent, dated April 14 and codicils(s) dated NONE named 2003 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at Claremont Nursing Home, 1000 Claremont Rd., Carli.qle: Middle.qex Township (list street, number and municipality) Decedent, then 81 years of age, died October.:~.~, 2003 , at Claremont Nursing Home '- Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No exceptions Decedent at death owned property with estimated vales as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: None !~0 OoO WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary t'+~+~+~ .... ,-1~+~+~ ~.t.~; thereon. d.b.n.c.t.a.) ,.-"":,," - - 11 - -' ROBERT J. NOONAN, JR. x,,,~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF __CUMBERLAND } ss 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 '~nowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ore me this :.-,n/e <~ day of.., -'>'9/ z.;. ? ,~.'.:, ,'> ' 2~. z~. ,: .... Register // ROBERT J. NOONAN, JR. Estate of ROBERT J. NOONAN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW. ~.~J()/,?, ,(2¢'V; 20 03 , in consideration of the petition on the reverse side hereof, satisfactory pro'of having been presented before me, IT IS DECREED that the instrument(s) dated April 14, 2003 described therein be admitted to probate and filed of record as the last will of Robert J. Noonan and Letters Testamentary are hereby granted to Robert i[~Noonan, ~. &r~(~c~,~{_~. 4-- J-, p~Oo~t ~ ~'~ FEES Probate, Letters, Etc .......... Short Certificates ( ) ......... $ /c57 nuncmtmn ............... $ / ~T ~:~' Filed .. ~ ~,5[~:.,', .,_~ ~, . .~.~G¢ 7, ......... -~-'"'x ,Regqster-0T'Wilis _' ~~ 3 832 A~O~EY (Sup. Ct. I.D. No.) 355 N. 21~t St., Ste. 205, Camp Hill, PA 1701 ~ss 717-761-3459 PHONE 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent '~Jing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9640962 No. Local l~egistra-r Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Robert J. Noonan, Sr. st, Male ,. 067-- 14 -- 6529 October 27, 2003 COUNTY OF Cumberland 81.. I o,.~,.~ ,,,.~ ~. ~. ,~,~) U.S. Steel ~alesman 511 Cockhn Street ,,. Mechanicsburg, Pennsylvania 1705~%~'~'~" Daniel F. Noonan RobeR J. Noonan {},. Feb 25, 1922, Brooklyn, New York e~o~,,w G ~ ~]Ot"e":~ Cm.~.~*t. {Middlesex Twp. .......... , ................................... ~* ~ce°em °'"*"*u~ °"'~'"'rB ~ ~ .~. ~,.c~.. . Claremont Nursing & Rehabilitation ~-~.~o~,.. ,s~ White ,z v~ ~ 13 E~n~/~ / Co~ ,4. I". ~o.,~) 1~ ~s., Widowed ,~.cou.~ .... Cumberland ,o.~, ,7~~ Mechanicsburg Ma~ Costello 5~ ~ Cocklin Stmo~ M~chan~csBuro, Pa. 17055 Oct 31,2003 FD-014318-L Conolite Crematory ~,d. Schaefferstown, Pa. 17088 Myers Funeral Home, Inc. 37 East Main Street Mechanicsburg, Pa 17055 DUE TO {OR AS A CO~[OU~CE O~: IWAE CAS~ REFERRED TO MEDICAL EXAMINE ONER? ... ~.,. ,,~.,~' (_/~~5°" DUE To (OR ~'~-~ ' I ~_.o,_ ...... I~- 'MEDICAL EXAMINEmCORONER I/tern 271 T~ 32. ~ LAST WILL AND TESTAMENT OF ROBERT J. NOONAN I, ROBERT J. NOONAN, of Middlesex Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any time heretofore made. This Will contains word for word the same provisions as my Will dated May 25, 1999, which has been lost or mislaid, with the exception of my Codicil dated April 2, 2003, the effect of which is incorporated herein, and both of which are republished herein. ITEM I: lawful debts and funeral convenient. I direct my Executrix, hereinafter named, to pay all my just and expenses out of my personal estate as soon after my decease as ITEM II: my wife refer to her. I am married to Jean N. Noonan and all references in this Will to RUPP & MEIKLE 355 North 21st Street, Ste. 303 Camp Hill, PA 17011 (717) 761-3459 Initials ITEM IH: I have three children, Robert J. Noonan, Jr., Kathleen A. Kauffman, and Thomas P. Noonan and three stepchildren, Jean L. Soisson, Douglas E. Soisson and William D. Soisson and references to my children and my stepchildren hereafter are to them respectively. ITEM IV: I give, devise and bequeath all the rest residue and remainder of my estate real, personal and mixed to my wife, Jean N. Noonan if she survives me. ITEM V: If my wife predeceases me or if we die in common disaster, I give devise and bequeath all of the rest residue and remainder of my estate in equal shares to my children and stepchildren, Robert J. Noonan, Jr., Kathleen A. Kauffman, Thomas P. Noonan, Jean L. Soisson, Douglas E. Soisson, and William D. Soisson,. ITEM VI: If any child or stepchild predeceases me leaving lawful issue to survive him or her, as the case may be, I direct that the share which such deceased child or stepchild would have received had he or she survived me, be distributed to his or her lawful issue, per stirpes, said issue taking the child's or stepchild's share by representation and not per capita, subject, however, to the provisions of Item XI, hereafter. 2 ITEM VII: I nominate, constitute and appoint my son, Robert J. Noonan, Jr. to be the guardian of any property which passes under this, my Last Will and Testament, or which otherwise passes by reason of my death, to any minor who is an heir of my children, Kathleen A. Kauffman and Thomas P. Noonan. ITEM VIII: I nominate, constitute and appoint my son, Thomas P. Noonan to be the guardian of any property which passes under this, my Last Will and Testament, or which otherwise passes by reason of my death, to any minor who is an heir of my son, Robert J. Noonan, Jr. ITEM IX: I nominate, constitute and appoint my stepson, Douglas E. Soisson to be the guardian of any property which passes under this, my Last Will and Testament or which otherwise passes by reason of my death to any minor who is in heir of my stepchildren, Jean L. Soisson and William D. Soisson. ITEM X: I nominate, constitute and appoint my stepdaughter, Jean L. Soisson to be the guardian of any property which passes under this, my Last Will and Testament or which otherwise passes by reason of my death to any minor who is in heir of my stepson, Douglas E. Soisson. Initials ~~ 3 ITEM XI: I direct that the guardians appointed hereunder shall have discretionary power and authority to expend both principal and income for the best interest of any minor for such minor's maintenance, education, health and welfare. ITEM XII: I nominate, constitute and appoint Mechanicsburg, Pennsylvania to be my successor-Executor. my son Robert Noonan, of ITEM XIII: I give to my Executrix named in this Will or any Codicil hereto or to any substitute Executor the power to sell real estate and all of the powers now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular to the Pennsylvania Probate Estates and Fiduciaries Code as effective and in effect on the date hereof during the administration and until the completion of the distribution of my Estate. ITEM XIV: In determining the Federal Estate and income tax liabilities of my Estate, my Executrix shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions and shall have the discretion to file a joint income tax return with my wife. Initials ITEM XV: If there be any property located outside the Commonwealth of Pennsylvania, in which I may have an interest at the time of my death, which cannot be conveniently administered as provided herein, then I authorize but do not require, my Executrix to appoint a Bank or Trust company with trust powers, to administer such property according to the terms of this Will. ITEM XVI: I direct that my Executrix or successor Executor shall not be required to post security in conjunction with her or its duties in any jurisdiction in which she or it may be called to act. IN WITNESS WHEREOF, I have hereunto set my hand and seal this of April, 2003. day f/Q~ "~'q)r~/~ (SEAL) Robert J. Noonan Witnesses: residing at i(vO0(__~ (~rc-~;'~o,n-t.. r,,J. ~,'b.{/~ .tv,q · ~ residing at COMMONWEALTH OF PENNSYLVANIA · · SS. COUNTY OF · WE, Robert J. Noonan, ~Z(d.C_[_t.L.[_{.f__~'_c.4dt.Cl.~,~2~ , and -,witnesses, respectively, whose names are the Testator and the signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. Robert J. Noonan, ~esta~or ~[fit~ess ' Subscribed, sworn to, and acknowledged before me by Robert J. No~nin, the Testator, and su~cribed ~nd sworn to before me bY~~-~f.~-q.~~c~t~, and '-'"~. td~.~-~,- -,~e-.-~ , witnesses, this /~ t~ day of April, 2003. Notary Public Notarial Seal Patricia A. Me(k, Nolary Pub/ic Midd/esex Twp, Cumberland County My Commission Expires Nov. 8, 2005 Member, Pennsylvania Association Of Notaries CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Robert J. Noonan a/k/a Robert J. Noonan, Sr. Date of Death: Octob er 27, 2003 Will No. Admin. No. 21-03-0970 To the Register: I certify that notice of beneficial interest 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 January 21, 2004: Name Address Robert J. Noonan, Jr., 511 Cocklin Street, Mechanicsburq, PA 17055 Kathleen A. Kauffman, 4764 Bryan Rd., Mechanicsburq, PA 17055 Thomas P. Noonan, 331 Stumpstown Rd., Mechanicsburq, PA 17055 Jean L. (Soisson) Ridqe, 22 Essex Court, Camp Hill, PA 17011 Douqlas E. Soisson, 103 Claridge Drive, Moon Township, PA 15108 William D. Soisson, RD 3, Box 10lA2, Huntingdon, PA 1665R Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except None Date: January 21, 2004 ~e~~ Name Richard C. R~, Es~u~e Address 355 N. 21 st St., Suite 205 Camp Hill, PA 17011 Telephone (717) 761-3459 Capacity: X Personal Representative Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT 280601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004652 RUPP RICHARD C P O BOX 395 355 NORTH 21ST ST SUITE 205 CAMP HILL, PA 17011 fold ESTATE INFORMATION: SSN: 067-14-6529 FILE NUMBER: 2103-0970 DECEDENT NAME: NOONAN ROBERT J DATE OF PAYMENT: 11 / 18/2004 POSTMARK DATE: 11/18/2004 COUNTY: CUMBERLAND DATE OF DEATH: 10/27/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 t~ 13,222.57 TOTAL AMOUNT PAID: $13,222.57 REMARKS: SEAL CHECK# 153 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Z LU Z Z COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 Rev-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE iNITIAL) NOONAN, ROBERT J. AJK/A NOONAN, SR. ROBERT J. 1DATE0-27-2003OF DEATH (MM-DD-YEAR) 02-25-1DATE OF922BIRTH (MM DD-YEAR) (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A 1 Original Return 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) id9. Litigation Proceeds Received FiLE NUMBER 21 03 0970 County Code Year Number SOCIAL SECURITY NUMBER )67-14-6529 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER N/A 7 Decedent Maintained a Living Trust IAttach a copy of Trust} 8. Total Number of Safe Deposit Boxes 10. Spousal Rovedy Credit( .................. 231-9 ......... 5) I I~,l~Err**e~ti°n tax Sec 13(A) HiS SECTION MusT BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D!RECTED TO: NAME HERBERT G. RUPP, JR. ESQUIRE FIRM NAME (If Applicable) RUPP AND MEIKLE TELEPHONENUMBER 717-761-3459 3OMPLETE MAILING ADDRESS 355 N. 21sT, SUITE 205 ~AMP HILL, PA. 17011 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule S) (9) 3. Closely Held Corporation, Padnership or Sole-Proprietorship (3) 4. Mod§aBes & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E'~ (5) 6. Jointly Owned Properly (Schedule F) (6) ~'~ Separate Billin9 Requested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) (Schedule G or L) L Total Gross Assets (tota~ Lines 1 7. Funeral Expenses & Administrative Costs (Schedule H) (9) 10 Debts of Decedent, Modgage Liabilities & Liens (Schedule I) (10) 1. Total Deductions (total Lines 9 & 10) 2. Net Value of Estate (Line 8 minus Line 11 ) 3. Chadtable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 4. Net Value Subject to Tax (Line 12 minus Line 13) $164,211.94 $o,oo $0.o0 $0,00~ $14,935.43! $0.00~ OFFICIAL USE ONLY $126 454.00 [ ........................................................... (8) $305,601 37 $0.00 (11) $15297.81 $290,303.56 $290,303.56 (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax fate, ortransfersunderSec 9116(a)(1 2) 16, Amount of line 14 taxable at lineal rate 17, Amount of line 14 taxable at sibling rate x 18. Amount of line 14 taxable at collateral rate x t 9. Tax Due 20. r-~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT II x (15) x ,045 (16) 12 07) .15 (18) (19) $0.00 $290303.56 $000 $13,063.66 · · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH Decedent's Complete Address: STREET ADDRESS 511 COCKLIN STREET CITYMEcHANICSBURG STATE PA ZIP 17055 Tax Payments and Credits: 1, Tax Due (Page 1 Line 19) (f) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. interest]Penalty if applicable D. Interest $158,91 E. Penalty Total Interest]Penalty (D + E) (3) 4 if line 2 is greater than line I + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5, ~f line 1 + ~ine 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT $13,063.66 $0.00 $158.91 $13,222.57 $13,222.57 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ~ b. retain the right to designate who shall use the properly transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer properly within on year of death__ without receiving adequate consideration? ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ~ ~ IF TIlE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belie f, it is true, correct, and complete, Declaration of preparer other than the personal representative is based on ~Jl the information of which preparer has any knowledge. [GNATURE OF PERS RESPONSIBLE FOR FILING RETURN DATE AOORES .._ % %'7% 1254 CROSSC~"~RIVE, MECHANI~SBURG, PA 17050 DATE SIGNATURE OF PREPARER OTHER THA REPRESENTATIVE AD DRE~ ~- ~'~' 355 N. 21 ST., SUITE 205, CAMP HILL PA 17011 For dates of death on or after July 1, 1994 and before January I, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Januaw 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child ~,enty-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. §91 lC(a) (1 2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 PS §9116(a)(1 The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1 3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. LAW OFFICES RUPP AND MEIKLE A PROFESSIONAL CORPORATION 355 NORTH 21ST STREET. SUITE 205 ..... ~ILL, PA 17011 LAST WILL AND TESTAMENT OF ROBERT J. NOONAN I, ROBERT J. NOONAN, of Middlesex Township, Cumberland County, Pennsylvania, being of sound and disposing mind and mcnnory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any time heretofore made. This Will contains word for word the same provisions as my Will dated May 25, 1999, which has been lost or mislaid, with the exception of my Codicil dated April 2, 2003, the effect of which is incorporated herein, and both of which are republished herein. ITEM I: I direct my Executrix, hereinafter named, to pay all my just and lawful debts and funeral expenses out of my personal estate as soon after my decease as convenient. ITEM II: my wife refer to her. I am married to Jean N. Noonan and all references in this Will to RUPP & MEIKLE 355 North 2P~ Street, Ste. 303 Camp Hill, PA 17011 (717) 761-3459 Initials,~'~ iTEM III: Ihave three children, Robert J. Noonan, Jr., Kathleen A. Kauffman, and Thomas P. Noonan and three stepchildren, Jean L. Soisson, Douglas E. Soisson and William D. Soisson and references to my children and my stepchildren hereafter are to them respectively. ITEM IV: I give, devise and bequeath all the rest residue and remainder of my estate real, personal and mixed to my wife, Jean N. Noonan if she survives me. ITEM V: If my wife predeceases me or if we die in common disaster, I give devise and bequeath all of the rest residue and remainder o£my estate in equal shares to my children and stepchildren, Robert J. Noonan, Jr., Kathleen A. Kauffman, Thomas P. Noonan, Jean L. Soisson, Douglas E. Soisson, and William D. Soisson,. ITEM VI: If any child or stepchild predeceases me leaving lawful issue to survive him or her, as the case may be, I direct that the share which such deceased child or stepchild would have received had he or she survived me, be distributed to his or her lawful issue, per stirpes, said issue taking the child's or stepchild's share by representation and not per capita, subject, however, to the provisions of Item XI, hereafter. Initials 2 ITEM VII: I nominate, constitute and appoint my son, Robert J. Noonan, Jr. to be the guardian of any property which passes under this, my Last Will and Testament, or which otherwise passes by reason of my death, to any minor who is an heir of my children, Kathleen A. Kauffman and Thomas P. Noonan. ITEM VIII: I nominate, constitute and appoint my son, Thomas P. Noonan to be the guardian of any property which passes under this, my Last Will and Testament, or which otherwise passes by reason of my death, to any minor who is an heir of my son, Robert J. Noonan, Jr. ITEM IX: I nominate, constitute and appoint my stepson, Douglas E. Soisson to be the guardian of any property which passes under this, my Last Will and Testament or which otherwise passes by reason of my death to any minor who is in heir of my stepchildren, Jean L. Soisson and William D. Soisson. ITEM X: I nominate, constitute and appoLnt my stepdaughter, Jean L. Soisson to be the guardian of any property which passes under this, my Last Will and Testament or which other~vise passes by reason of my death to any minor who is in heir of my stepson, Douglas E. Soisson. Initials ~ ")~ 3 ITEM XI: I direct that the guardians appointed hereunder shall have discretionary power and authority to expend both principal and income for the best interest of any minor for such minor's maintenance, education, health and welfare. ITEM XII: I nominate, constitute and appoint my son Robert Noonan, of Mechanicsburg, Pennsylvania to be my successor-Executor. ITEM XIII: I give to my Executrix named in this Will or any Codicil hereto or to any substitute Executor the power to sell real estate and all of the powers now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular to the Pennsylvania Probate Estates and Fiduciaries Code as effective and in effect on the date hereof during the administration and until the completion of the distribution of my Estate. ITEM XIV: In determining the Federal Estate and income tax liabilities of my Estate, my Executrix shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions and shall have the discretion to file a joint income tax return with my wife. Initials ITEM XV: If there be any property located outside the Commonwealth of Pennsylvania, in which I may have an interest at the time of my death, which cannot be conveniently administered as provided herein, then I authoidze but do not require, my Executrix to appoint a Bank or Trust company with trust powers, to administer such property according to the terms of this Will. ITEM XVI: I direct that my Executrix or successor Executor shall not be required to post security in conjunction with her or its duties in any jurisdiction in which she or it may be called to act. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1/-/~'91'~ · day of April, 2003. Robert J. Noonan Wimesses: residing at residing at COMMONW'EALTH OF PENNSYLVANIA SS. cOUNTY OF : WE, Robert J. Noonan, ~_(d£_[±[Lf{.Z_~_%dL£dddd'~-~,X_ , and ' . · ~qLL(i.o,-~ , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being fn:st duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. Robert J. Noonan, Testator it~ess 'Witness Subscribed, sworn to, and acknowledged before me by Robert J. Noormn, the Testator, and su~cribed and sworn to before me by~'J'"q~LeP-X~-Q~`c'~.c~`- , and _ ~.x.~2__' ~..~.,_..~,..~_~ , witnesses, this / 9 O/.. day of April, 2003. Notary Public Notarial SeaJ Patdcia A Meck, Nota~/Public Middlesex Twp, Cumberland County My Commission Expires Nov. 8, 2005 Member, PennsCvania Assoc~on Of Notaries REV 1737-2 EX + (§ 00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESrDENT DECEDENT SCHEDULE A, PART1 REAL ESTATE IN PENNSYLVANIA ESTATE OF NOONAN, ROBERT J. FILE NUMBER 21-03-0970 Part 1 must include all real properly owned by the decedent indMdually or as a tenant in common with another party(les), having its situs in Pennsylvania Properly which is jointty-owned with right to survivorship should be disclosed on Schedule F. All real estate must be reported at fair market value which is defined as the price at which properly would be exchanged between a wilring buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. 511 COCKLIN SINbbl VlECHANICSBURG PA HOUSE AND LOT SOLD TO JEFFREY L KLEKMAN AND LUCY KLEKMAN ON AUGUST 19, 2004 NET PROCEEDS OF SALE COPY OF SETTLEMENT STATEMENT ATTACHED PART I TOTAL PART 2 TOTAL Propodionate Method Only from reverse side TOTAL (Also enter on line 1, Recapitulation) $164,211,94 64,211 9d $0.00 $0.00 SEP-24-2E~4 2 i: 00 8. TYPB OF--T.'O.&N;' 1 .E]F~. 2.CF~ 3. ~CONV ENIN$. 4.~VA S. ~EP~TMENT OF HOUSING & U~AN DEVELOPMENT e. Pl~ NUMbeR; ' I.'"'~N NUM~; SE~LEMENT STATEMENT 0~' ~. [ AND ADDRESS OF BUYER: PROPERTY LOCATION: ~n~''~'rg, PA NAM.F. AND ADDR~'SS OF SELLER; ' Ee[a~ of ~r~ J. N~3onan H."' SETTLEMENT AGENT: Keystone Land Transfer, Ltd. 342t M~et Street Camp Hill. PA 17011 25-1878~1t ~ P.0~/0¢ ~. r~CONV, CASH I SETTLEMENT ~TE; Augur[ 19. 200,4 ~G. C+ry~n TaXe~ ~ ~ ~u. _.. F 4~. ~ __ 420. G~AMOUNT~E ~ 5ELLE~ ~ 182~.2~ 'l-or ~ Unl~eicl ~ ~el[e? Es~a~ Of Rc~,~rt J. NoOr~n ~ ~l~man $EP-24-2~4 '- 1 = 0i rOTA~ GOMM 115 ON BM/'" On Pr ,'U "'.Il ~ ~ "'~, TEMPi PA~ABI" IN G~I4NI~GTIOH WiTH LOAN .oari"131amuflt ; '~ lo "' M,o~age ms, ,%ap. ~-ee lo ITEM5 REI:~IJ ~ED BY L~HDE~ TO BB PAID days %) · Mongage"tnmJran~e ~ ~ , county Taxes "~ ~ [0 ~, Ai]D/TiONAL ,pa~:TTLEM~NT' F HARISE5 "' ~,,235.2.c 14,876.25 REV-I?3~-4 EX + (9 00) COMMONWEALTH OF PENNSYLVANfA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E, PART 1 MISCELLANEOUS PERSONAL PROPERTY ESTATE OF NOONAN, ROBERT J. FILE NUMBER 21-03-0970 Part 1 must inctude ail tangible personal property having its situs in Pennsylvania. Examples of tangible personal property are jewelry, furniture, paintings, etc. All property jointly-ownert with right to survivorship should be disclosed on Schedule F. Complete part 2 on reverse side ONLY when the proportionate method of tax computation is elected. ITEM NUMBEF DESCRIPTION VALUE AT DATE OF DEATH PNC BANK (SIMPSON FERRY BRANCH) 1. CHECKING ACCOUNT NO. 5140283656 PRINCIPAL $ 5,357.48 ACCRUED iNTEREST .36 SAVINGS ACCOUNT NO. 5003635389 PRINCIPAL $5,702.13 ACCRUED INTEREST 6 VALUATION LETTER ATTACHED ~ERSONALPROPERTY INVENTORY ATTACHED PART 1 TOTAL PART 2 TOTAL Propor[ionate Method Only from reverse side TOTAL IAIso enter on line 5, Recapitulation) (if more space is needed, insert additional sheets of the same size) $5,357.84 $5,702.59 $3,875.00 $14,935.43 $0.00 $14,935.43 ROBERT ENSMINGER REAL ESTATE and PERSONAL PROPERTY ?17.~5t411 l 71%541'~M44 thr~comp~:ort~ast n~ February 11, 2004 Robert Noonan 511 Cockltn St. Mechanicsburg, PA 17055 P.E: Estate of Robert J. Noonan, Sr Dear Mr. Noonan: In accordance with your request, I have appraised the personal property belonging to your father, Robert J. Noonan, Sr., deceased. The property is located at 511 Cocklin St. Mechanicsburg, PA 17055. The values shown have been ardved at after a careful study of the property. I believe it to reflect a true measure of rts market value as of January 23, 2004. The values have remained virtually unchanged since the date of death, October 27, 2003. Market value is defined as being the most reasonable or probable price in terms of money that real or personal property will bring in an open and competitive market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Taking into account all of the factors set forth in the page that follows, it is the opinion of the undersigned that the fair market valu,~ of the personal property is Three Thousand Eight Hundred Seventy-Five Dollars ($3,875.00.) EmpLoyment in and compensation for making this appraisal are in no manner contingent upon the value reported and I certify that t have no financial interest in the property appraised, present or contemplated. Very truly yours, Robert A. Ensminger OCT-Oi~-~4 · I · ~. P. ~4x04 refrigerator Small freezer Misc, tools Estate of Robert J. Noonan, Sr_ Garden tools Craftsman 5HP, 22" snow blower _~ $ 25,00 Lawn Bo~ 4.SHP mower F $ 110.00 Craftsman 3,5HP edger I $ 85,00 Kenmore Heavy Dut~ 70, washer & dryer i $ 100,00 refrigerator with ice &water dispenser ................................ Kitchen table & chairs t $ 50.00 Queen Ann writing table ', $ 125.00. Convex m~rror ! $ 35,00 ular mirror I $ 35.00 Hutch Couch ...... ~-~ 200,00 Loveseat 25,00 5 assorted c~airs .............. 50,00 co e table ............... LT, ........ 72[ 3 end tables i. $ 125,00 ~_e_.stlng tables , Tray table !..$ ............ 150,00 $0,00 S 50,00 Double lamp ,, $ 30.00 Antique lamp "'1"~ ....... 20.00 Floor lamp ! $ 20.00 Wooden mirror [ $ 50.00 Plastic mlmor ...... ' $ ............ ~,00 Sony 32" TV, 2]'97 i'$-- 150,00 Stand Sword mantlepiece L$ ......... 4o.oo uered china chest ;'" '$ 250,00 Small dish cabinet i $ t00.00 Mirror $ 18.(~- Queen size bed ~ $ 75.00 · Dresser & Chest of drawem w/mi~or ~ $ 225.00 4 lam~s 1917 ~est mirror - I $ 50.00 ! $ 50.00 room table & 4 Hitchoock chairs Bed frame Sha~ TV _ 4 oo.oo 15,00 I$ 60.00 TOTALj $ 3,8~..~- Page 1 of 1 TIDTAL P.04 EV 1737-6 EX + (9 00) REVERSE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF NOONAN, ROBERTJ FILE NUMBER 21-03-0970 Debts of decedent must be reported on Schedule I. ITEM NUMBER 5 11. DESCRIPTION FUNERAL EXPENSES: MYERS FUNERAL HOME MECHANICSBURG PA 17055 ~',D MINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) ROBERT J. NOONAN, JR Social Security Number(s) / SIN Number of Personal Representative(s) Street Address 1254 CROSSCREEK DRIVE 170-38-3584 City MECHANICSBURG Year(s) Commission Paid: NOT PAID TO DATE Attorney Fees RUPP AND MEIKLE Probate Fees REGISTER OFWILLS Accountant's Fees Tax Return Preparer's Fees Miscellaneous Expenses PATRIOT NEWS-ADVERTISING CUMBERLAND LAW JOURNAL-ADVERTISING ESTATE REGISTER OF WILLS-FiLING INVENTORY, ETC. KINSSLY LANDSCAPING LAWN SERVICES OF SALE OF HOUSE CLAUSER REAL ESTATE APPRAISERS REAL ESTATE APPRAISAL ENSMINGER APPRAISAL SERVICES PERSONAL PROPERTY APPRAISAL SAM BARBUSH INCOME TAX-2003 State PA Zip 17050 AMOUNT $4,365.00 $3,200.00 $4,000.00 $275.00 $275.00 $211.81 $75.00 $25.00 $608.00 $300.00 $90.00 TOTAL (Aisc enter on line 9, Recapitulation) continued... (If more space is needed, inser~ additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT CONTINUATION PAGE SCHEDULE _H ESTATE OF NOONAN, ROBERT J FILE NUMBER 23 03-0970 ITEM DESCRIPTION NUMBER 13 15. 17. 18. J.L. RUTH ELECTRIC ELECTRICAL REPAIRS CLEARWATER POOL COMPANY POOL REPAIRS YINGST EXTERMINATION EXTERMINATION SERVICES 31EUTO HAULING HAULING SERVICES NICOLE JASTRON CLEANING SERVICES AMERICAN RADON SOLUTIONS RADON TREATMENT DEVICE REGISTER OF WILLS FILING FEES (EST) VALUE AT DATE OF DEATH $316,00 $232.00 $105.00 $200.00 $130.00 $830.00 $60.00 TOTAL $15,297.81 REV-17376 EX + (900/ COMMONWEALTH O? PENNSYLVANia ~NHER~TANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOSTRANSFERS& MSC. NON-PROBATE PROPERTY ESTATE OF NOONAN. ROBERT, J. FILE NUMBER 21-03-0970 Part 1 must include all jointly-owned real estate and intangible personal property located in Pennsylvania. Complete part 2 on reverse side ONLY WHEN THE PROPORTIONATE METHOD OF TAX COMPUTATION IS ELECTED. Include in the description of property the date the transfer was made and the name and relationship of the transferee. This schedule must be completed and filed if the answer to questions 1 through 4 on the reverse side of REV-1737 cover sheet is yes, PART 1 -PROPERTY OR TANGIBLE PERSONAL PROPERTY LOCATED IN PENNSYLVANIA THAT WAS TRANSFERRED DESCRIPTION OF PROPERTY % OF ITEM Include the name of the transferee, their relationship to Decedent and date of DATE OF DEATH DECD'S EXCLUSION NUMBER transfer AEach a copy of the deed for reaJ e$1ate VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE 1. FUNDED REVOCABLE TRUST DATED $126,454.00 100.00% $126,454.00 JANUARY 22, 1987. AMENDED MAY 25, 1999 BY ROBERT J. NOONAN AND JEAN N, NOONAN, HUSBAND AND WIFE-CCNB BANK, NOW PNC BANK. TRUSTEE JEAN N, NOONAN PREDEASED ROBERT d. NOONAN COPY OF TRUST AND AMENDMENT ATTACHED TRUST PROCEEDS DISTRIBUTED TO DECEDENT'S 3 CHILDREN AND 3 STEP CHILDREN IN EQUAL SHARES COPY OF VALUE LE~ER ATTACHED PART 1 TOTAL $126,454.00 100.00% $0.0g $126,454.00 PART 2 -ALL OTHER PROPERTIES DESCRIPTION OF PROPERTY % OF ITEM Include the name of the transferee, their relationship to DecedesI and date of DATE OF DEATH DECD'S EXCLUSION NUMBER transfer Attach a copy of the deed for real estate VALUE OF ASSET INTEREST (IF APPLICABLE) TAXABLE VALUE 1. PART 2 TOTAL $0.00 0.00% $0.00 $00( TOTAL (Aisc enter on line 7, Recapitulation) $126,4540{ (If more space is needed, insert additional sheets of the same size) (If more space is needed, insert additional sheets of the same size) REV-1737 7 EX + (9 00) COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF NOONAN, ROBERT J. FiLE NUMBER 21-03-0970 When fiat rate method is elected, list the beneficiaries of the Pennsylvania property. When proportionate method is elected, list all beneficiaries. REEATIONSHIP 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) SEE ATTACHED SCHEDULE OF BENEFICIARIES NTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON REV-1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET ON THE REVERSE SIDE OF REV 1737 COVER SHEET, AS APPROPRIATE NON-TAXABLE DISTRIBUTIONS: A SPOUSAL D~STRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX iS NOT BEING MADE NONE ½, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NONE TOTAL OF PART II ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1737 COVER SHEET (If more space is needed, insed additional sheets of the same size) $0.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT CONTINUATION PAGE SCHEDULE _J_ ESTATE OF NOONAN, ROBERT J. FILE NUMBER 21-03-0970 ITEM NUMBER DESCRIPTION BENEFICIARIES-ESTATES OF ROBERT & JEAN NOONAN THOMAS P. NOONAN 331 STUMPSTOWN ROAD 'MECHANICSBURG, PA 17055 SON KATHLEENKAUFFMAN 4764 BRYAN ROAD MECHANICSBURG, PA 17055 198-44-7974 DAUGHTER DOUGLAS SOISSON 103 CLARIDGE DRIVE MOON TWP,, PA15108 STEP-SON JEAN SOISSON RIDGE 32 ESSEX ROAD CAMP HILL, PA 17011 STEP-DAUGHTER A/ILLiAM SIOSSON ~D 3 BOX 101A2 HUNTINGTON, PA 16652 STEP-SON ROBERT J. NOONAN, JR. 1254 CROSSCREEK DRIVE MECHANICSBURG, PA 17050 170-38-3584 SON AMOUNT SHARE OF ESTATE ONE-SIXTH ONE-SIXTH ONE-SIXTH ONE-SIXTH ONE-SIXTH ONE-SiXTH - '..' 7.nJ-J i J, i \ , \\\\\\ \ ~ g; l:l=l S g ...~ ~ ~ 0 g ~ ~~~~ (,) 0 ~ ~ t ~~O_ ~i-l<,o:l.., o ZSOj ~ -< ~"iil ,.., .."' ~ g :::l ~ ~ ;J ; '): 32 i ~ I~ J ' ~:s ~ ~~~ ~~~ ~, .--:: .- :== ,".1 j:n ~:::; (.) .I"! (:) r... .,..1 .., I I . .. . ~ 0 I . ... . ~ ... . '" ~ I ~ . '" . ;. '" .... , 0 s: , S '" ~ , , , II. '" , , ... lI'I , ... ::> , ffi 0 , 1 0:: , III '" 0 '" 1\ 0 0 "" % ... q '" ...", 0 0 '" .0: ... ... '" "'.... N N 0 .... . lI'I ::> 0 , ,% , I '" . % , ....0:'" '" '" " .0: .... 0"" I NZ N 0 '" ~ .... u.... Ul\ \ 0 s: .... III ..... I .... i 3 "" N 00 ....::>0 --- .... 0 ",' '" 0% .... N 1,).... !2 U<l: 0' ~~ u. ... ul <I: ~ 0 C> ,.. s: Z , III' Z ~I- ... ",.0:'" "" IL , <I: ....... <1:" "'........ ,,: ...... ~~O ........ ~ ...",11> ....:1 l!i"'i u 11>"'..... :II ~ffi 1-..1- ....."'... 0' ~~~ III >-\ ...::> s: (!):E'" Z" ~,,~ ....oZ>- U ",::><1: I ZIII ....~....III~ ",U I,) "" III'" <0" III 0' IL ~';\:: "'1" ... ... ::> Z ~ ...: ... <I:(lIl < ,.. 0 l,.! < Z: ...0 l=,rl.c~ "')II ",... I,>'!" s: 0 0' ... ~!, C'.,!, ,..' ...' s:Z \'..J '" ...111 u.....a ...S: o,.~ 0 i:i~ 0.:1 \l.I ",0 ("'I , U,...""' !~ U'i "" III' 0111 3' :It'" :r: U.L 0\ f5 ':!I'l!: ...' "4 , Z' U 'f'" ..: ..0 < <, ...' .... III' ... ",\ 0 . "" . <3 I III .... . II> 0 1i '" N .0: ... . '" '" . .., ... . .. II> . 'g ... . ... '" ... . I- ::> .... II> ....~ '" "" Z. ....:z ~ ........ ..~ <c c '" ",II> ... .... at,; ~ s:.... ... Ul~ c ...~ , ... N..... ,> c '" .. '" ,..,. N ...s " '" % s:' i::.c ~ ",0.. 0.. ..... 1-1 ~....4 ~CL.Lt\~ ; J,&,.\Il~G. uJ,:J!\t\< "" o ~~~ ~~tnU ~~ ~CN:::I .... <~"'~ 4' u.liOI'-l . i~i~ ...' ::>' ul 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 RUPP RICHARD C POBOX 395 355 NORTH 21 ST ST SUITE 205 CAMP Hill, PA 17011 _n_u__ fold EST A TE INFORMATION: SSN, 067-14-6529 FILE NUMBER: 2103-0970 DECEDENT NAME: NOONAN ROBERT J DATE OF PAYMENT: 03/03/2005 POSTMARK DATE: 03/02/2005 COUNTY: CUMBERLAND DATE OF DEATH: 10/27/2003 NO. CD 005016 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $13.53 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 36989 SEAL INITIALS: JA RECEIVED BY: TAXPAYER $13.53 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAkr:T"~E:S' INHERITANCE TAX DIVISION '_'Jj PO BOX 2B0601 HARRISBURG PA 17128-0601 (-c: NOTICE OF INHERITANCE TAX <,; APPRAISEMENT. ALLOWANCE OR DISALLOWANCE C OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-114) 0'3 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-21-2005 NOONAN 10-21-2003 21 03-0970 CUMBERLAND 101 Allount Relli tteet ROBERT J HERBERT 6,qw~~~'j~~~~PT RUPP s M~XkLE 355 N 21ST ST STE 205 CAMP HILL PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =r!\"'-Ex--irp-nr=6J1--No'f'I-CE.OF-1:NHErri"fli4ci-YA"x-itP'pRAYsEiiENT~--ii:i.owAF"CE-OR------._----- - --. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NOONAN ROBERT J FILE NO. 21 03-0970 ACN 101 DATE 02-21-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 164.211.94 .00 .00 .00 14.935.43 .00 126.454.00 (8) NOTE: To insure proper credit to your account. subllit the upper portion of this fOri! with your tax pay.ant. 305.601.37 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdII. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 15.297.81 .00 (11) (12) (13) (14) 15.297 81 290.303.56 .00 290.303.56 I~ an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will re~lect ~1gures that include the total ~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. AIIount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rat. (16) 17. AlIOUnt of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due T X C D T . NOTE: .00 X 290.303.56 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= .00 13.063.66 .00 .00 13.063.66 DATE 11-18-2004 NUMBER CD004652 INTEREST/PEN PAID (-) 158.91- AMOUNT PAID 13.222.57 ~ BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-19-2004 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 13.063.66 .00 13.53 13.53 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert J. Noonan, Sr. Date of Death: October 27, 2003 Will No.: 2003-00970 Admin. No.: 21-03-0970 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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: Yes fXl No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes g 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. Date:.MaL.ch 29, 2005 ~ ~e~ ~ c,r) Co"") Robert J. Noonan. Jr. Name 1..-,...... 1254 Crosscreek Drive Mechanicsburg, PA 17050 Address (717)737-4229 Telephone No. Capacity: W Personal Representative o Counsel for personal representative ; BUREAU OF INDIVIDlOO:rtAXES INHERITANCE TAX DIYISIIIIt--- PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-1607 EX AFP (03-05) ~i:=~L~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-04-2005 NOONAN 10-21-2003 21 03-0970 CUMBERLAND 101 ROBERT J HERBERT-G RUPP RUPP 8 MEIKLE 355 N 21ST ST CAMP HILL JR ESQ Allount Rellitted STE 205 PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your accountl subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ .......................................~.......................................................................1 REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF NOONAN ROBERT J FILE NO.21 03-0970 ACN 101 DATE 04-04-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYMENTS I THE CURRENT BALANCE~ ANDI IF APPLICABLE I A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-21-2005 PRINCIPAL TAX DUE: 131063.66 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-18-2004 CD004652 158.91- 131222.57 03-02-2005 CD005016 13.53- 13.53 TOTAL TAX CREDIT 131063.66 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "'CREDIT"' (CRJI YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J "- q..S COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TaxES _ INHERITANCE TAX INHERITANCE TAX DIVISION S TAT~E'M E N T O F A C C O U N T PO BOX 280601 HARRISBURG PA 17128-0601 pp REV-1607 EX AFP (12-08) 1_ll~r.7 ~';~;~ G'_~ ~I'I ~f' ATE 05-11-2009 ESTATE OF CAPONE ALICE H ~_.~'~~~{~ DATE OF DEATH 08-08-2006 '~~_~_~'''"~` ~~~~ ~~~ ~ ~ FILE NUMBER 21 07-0970 ~,1 GU'~~' ~ ~ ~~ ~ ~'~OUNTY CUMBERLAND ROBERT G FREY ACN 101 FREY & TILEY 5 S HAOVER ST Amount Remitted CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND GO COURT HOUSE CARLISLE, PA, 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP C12-08) *** INHERITANCE TAX STATEMENT OF ACCiDUNT *** ESTATE OF CAPONE ALICE H FILE N0. 21 07-0970 ACN 101 DATE 05-11-2009 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN 'f HE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT :BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-26-2009 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 405.00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 10-14-2008 CD010399 .00 4iD5.00 04-06-2009 CD011079 43.42- 43.42 TOTAL TAX CN2EDIT BALANCE OF T,AX DUE INTEREST ANII PEN. ^ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUIE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 405.00 .00 .00 .00 _~ l/