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Home My WebLink About04-0936 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Sue E. Sanderson Also known as No. ~ 1- DLf -C13LP To: Register of Wills for the County of Cumberland County in the Commonwealth of Pennsylvania , deceased Social Security No. 278-05-7676 The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older an the executrix named in the last Will of the above decedent, dated November 13, 1990 and codicil(s) dated n1a Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at Claremont Nursing Center, 1000 Claremont Road, Carlisle, PAl 7013. Decedent, then 92 years of age, died September 16, 2004, at Claremont Nursing Home. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in P A) All personal property (If not domiciled in P A) Personal property in Pennsylvania (If not domiciled in P A) Personal property in County Value of real estate in Pennsylvania Situate as follows: $5.000.00 $ $ $ :::,c~ . -..:. WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will Iiild cociiCil(s) Pi'esented ':::) .- herewith and the grant of letters testamentary thereon. r' . (testamentary; administration c.t.a; administration d.b.n.c.t.a) R ....., ~~J, ;6J2;-1"A/1.J Sue Anne Billings, I 98 W. High Street. Annville. P A 17003 ~ 1..(1 OATH OF PERSONAL REPRESENTATIVE 00 l:.il U~ COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedenlpetitioner(s) will well and truly administer the estate according to law. ~Itfll, xk. &. Sworn to or at'fl!N.ed and subscribed fo~, -MAL ~ ..) Before me this ~ay of October Sue Anne Billin s I '_~".I1r~/L.~ ~ll/;' 98 W High Street. Annivlle. PA 17003 R~~!~I No. .Q. I - oLj. - q-3lt> Estate of Sue E. Sanderson, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, October L9.., 2004, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, ITIS DECREED that the instrument(s) dated November 13, 1990 described therein be admitted to probate and filed of record as the last will of Sue E. Sanderson and Letters Testamentary are hereby granted to Sue Anne Billings. FEES Probate, Letters, Etc...... .......$rl.5 .DD Short Certificates ( )............ $ cL CO ~~~$l"_OO d $ I D .01:> TOTAL _ LC}O .Dt> Filed............................................. ,.}'\Do "'~CL '4-~ I i}.,b-l\o~ Register of Wills 'fll-"- -~rlO~ ~ Taylor P. Andrews, Esquire 15641 78 West Pomfret Street Carlisle, PA 17013 717-243-0123 IJ'(I~S()~ RI'\' 'W6 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 filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph, Fec for this certificate, $2.00 p 10590353 No. AtiJi~4M SEP 20 2004 Date r" :-' d .l:> c:::l n -" ~ \Q -- OJ ,,; Ln 0'\ =i ~., HfOl5,1<13Rev, 2187 ..2., - 64. -q ~ l.o . COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. 'vT+AL REgORDS CERTIFICATE OF DEATH """""'" " p-- 8lAC1l1N1l NAME OF DECEDENT (fi'll. M_. L-..t) ,. A13E(UIIlBiltlldllrl Sue E. Sanderson "'" FenBle .. ~'. ~ATe~Iu;.~ SOCIAL SECURI1'I" NUMBER X 278 05 DATE OF DEATH (Monlh. o.y. v....) . Sept. 16, 2004 7676 !lIRTHP!.ACE(qtr.-.cl SI8Ie or Fcn9l ClUltryL Mt. Vernon,OH .......-0 1. ... FACI1,!TYtu-ME(IIIlOlNllt<lllon,W-1Ir8el1ndnumblr) Claremont Nurs~ng & 101, "n er DECEOENT'S EDUCATION . "" -. Cunberland ~ 1td,D ~='~of MOTHER'S NAME (Fnl M~. M..., s..m.rnt) Jane Chase .. :TtJ.....Mr9~E'~~"n're,"'Mi"117003 PlACE OF DISPOSITION- NlmeolClmllloly, CrtI'I\IlQl'y LOCATION. CUyfTOWl'l, S_, ~CodI <<-"'" 21~ Yorktowne Crerretory NAME AND AODRESS OF FACILITY ... 92 t. . COUNTY OF OEATH 21 ~rland Middlesex k. o ~ ~ DECEDENT"S USUAL OCCUPATION - - "'wmdng..,do...._ 11L Librarian 11b. Library DE EOENT'S MAlliN AOOAE~ InIIt ~ lIII, ) DECEDENT'S Claremont Nurslllg (,,; nl;er ACTUAL 1000 Clareroont Road =~ ~1is1e, PA 17013 CIflOlhwIidl) FATHER'S~ME(Fnl.MIddII,UIIl) de 1'. Fred San rson INFORMANT'S ~M (Ty 'nt) 'II' 20L Sue Bl lngs METHOO D1S TI OonIllonD BOOaIDCl'lIITIIIIan~_.fram 211. (Ss*iIY) SlGNAT RE L SElMCE UCEN Ok 17b.Col.n. KINO OF BUSINESS IINOUSTRY ". pI). ... Z7,PARTI: _..._,......ar~.__..._.Do _"_Ilf UoI....,__..__ -D ~lO .~lndIIn.BlICk.'I\t1lIl, I_I 10, White SURVMNG SPOUSE ("_,.,.._n_) . (1....&>) MARITALSTATUS.t.laI!iId, ~=~~. " .. Middlesex .., 17c.[ZJV..,decedenllvedln cit111loro. ". o 5 . York, ... ,_.___~............kar__ :App'Qldn\IlI .......- :ona.tll1d_ PAATU: ClherllgnWlewllcondltlonlcoo\rlbulW'Qlodalllh,but noIl'11Ulnglnlhl..mertyIngClUHglvlClinPARTI E MANNER OF OEATH TIME Of INJURY INJURY AT 'o\ORK7 DESCRIBE HOW INJURY OCCURREO ...... ........ PlOdIngln..1tiQItIOI'l QATEOFINJURY 1M_.~,YMl) o D ~D~D ~ . 3Ob. M.3Oc. o PLACE OFINJURY.AIIIamI,'-m. 1trHI,1Ictary.(IIIIea Wklng._(I!>ocfI\o} - i:l o o ,..... s_ " z ~ w u ~ & ! V"DNo~ velD NoD Z&I. JIb. CERTIFIER (Check onIyooeJ ~~,,=G~.Q-=~g~~:ranll'f~M~-:'.~~.~~,~.~,~,~~..., Couldnolblldatarrnn.d ... '~O~~:~~~fYIN~~~~~~de~~d~I~=~~~~),.,..ItIted. "MEDICAL EXAMlNERlCORONER o..a.bIelI""lIlImlnItIonlndlor~on,lnmyoplnlon,dlllllocCUl'l'ldIt1lllUma.dIte,1lld pIIC1,lnddultollleUIIIIl{l1and _ee_ ...........,.........., ... .... J.2l /I.,q 1101 ~~ \fJ~ . '" ~~ . ~i rJ. LAST WILL AND TESTAMENT OF SUE E. SANDERSON I, SUE E. SANDERSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: I give and bequeath unto my niece, SUE ANNE BILLINGS, such articles of tangible personal property, consisting of the contents of my apartment, including but not limited to jewelry, dishes, silverware, furnishings and furniture as she shall select either for herself or for distribution to others in accordance with my desires previously communicated to her. Any articles not so selected shall be sold or otherwise disposed of by my Executor and the proceeds added to my residuary estate. IT~ II: I give and bequeath to the SECOND PRESBYTIRIAN CHURCH OF CARLISLE the sum of One Thousand ',-"'. ($1,00~~00) Dollars, but not to exceed five percent of my ~esidu~ estate, before payment of inheritance and similar ,. ,::0 taxes. ITEM III: I give and bequeath to the BOSLER FREE LIBRARY of Carlisle the sum of One Thousand ($1,000.00) Dollars, but not to exceed five percent of my residuary estate, before payment of inheritance and similar taxes. 2 ITEM IV: All the rest, residue and remainder of my residuary estate, I give and bequeath in equal shares to my niece, SUE ANNE BILLINGS, and my nephew, RICHARD LYLE SANDERSON, and if either shall predecease me, to his or her surviving issue by representation. ITEM V: Any share of my estate which shall become distributable to a minor may be held in a savings account, certificate of deposit or similar security, in a federally insured banking or savings institution in the name of the minor and marked not to be withdrawn until the minor attains the age of eighteen (18) years. ITEM VI: I appoint my niece, SUE ANNE BILLINGS, as Executrix of this my Last will and Testament, and if for any reason she shall fail to qualify or cease to act as such during the administration of my estate, I appoint as alternate Executor her husband, PHILIP A. BILLINGS, and I direct that no bond shall be required of either personal representative named herein. IN WITNESS WHEREOF, I, SUE E. SANDERSON, have hereunto set my hand and seal to this my Last will and Testament, consisting of two (2) typewritten pages, each of which bears my signature, this I ~ ti.. day of _rGr-,),Q ""'- LA _ , 1990. SLUL~.S~~-,~ Sue E. Sanderson, Testatrix (SEAL) . .. . , .. . COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND /7 WE, SUE E. SANDERSON, TAYLOR P. ANDREWS, and ;({,.,aLd f.' (hArl5~ , the Testatrix and witnesses, respectively, ?/ whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as and for her Last will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. , witness Subscribed, sworn to and acknowledged before me by SUE E. SANDERSON, the Testatrix, and subscribed t9 and sworn affirmed to before me by TAYLOR P. ANDREWS and k'Cr7a/c( f'. Co'/t,,~ero. witnesses, this 13!! day of d<4'/?,/,wr , 1990. ~,.d... Y"y(':;:-/_ (SEAL) Notary Public CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Sue E. Sanderson Date of Death: September 16, 2004 Will No: 21-04-0936 To the Register: I certifY that notice of beneficial interest required by Rule 5,6(a) ofthe Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 27, 2004: Sue Anne Billings 98 West High Street Annville, PA 17003 Richard Lyle Sanderson 7 Trails End Lane Ridgefield, CT 06877 ...,....-. ....i.,_ - (; ::; ;;" d .l:> (' c n ....., Second Presbyterian Church of Carlisle 528 Garland Drive Carlisle, P A 17013 N co :g r.....,j N ~ Date:October 27, 2004 pt: No exceptions. Notice has now been given to all persons entitled theret aylor , Andrews, Esquire est Pomfret Street Carlisle, PA 17013 Phone: 717-243-0123 Capacity: Counsel for personal representatives v w <>: ~!::U) UC::~ wa.U IOO UC::-' a. III a. <>: .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY FILE NUMBER 21- 04- 0936 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W () W C DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Sanderson, Sue E, DATE OF DEATH (MM-DD-VY) DATE OF BIRTH (MM-DD-YY) 9/16'2004 2'7/1912 (IF APPLICABLE) SURVIVING SPOUSE'S NAME COUNTY CODE YEAR NUMBER 1. Original Return D 2. Supplemental Return 4. Limited Estate D 4a. Future interest Compromise 6. Decedent Died Testate D 7. Decedent had Living Trust I- Z W Cl Z o a. U) w c:: c:: o U NAME: Taylor P. Andrews. Esquire FIRM NAME: Andrews & Johnson TELEPHONE NUMBER 717 243-0123 SOCIAL SECURITY NUMBER 278-05-7676 THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return D 5. Fed. Est Tax Return Req'd 8. Total number of SDB's COMPLETE MAILING ADDRESS: Taylor P. Andrews, Esq. Andrews & Johnson 78 W. Pomfret St. Carlisle, PA 17013 $0,00 $0.00 OFFICIAL USE qtL,Y z o i= <C ...J ::J !::: Q. <C () w It: 1, Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3.Closely Held Corporation, Partnership or Sole-Prop. 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Misc, Non-Propate Prop. 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) 10. Debts of Decedent. Mortgage liabilities. & Liens 11. Total Deductions (total lines 9&10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousai rate, or transfers under Sec.9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17, Amount of Line 14 taxable at sibling tate 18, Amount of Line 14 taxable at collateral rate '~, $0,00 $3,031.42 $0.00 :..~ t (1) (2) (3) (4) (5) (6) (7) (9) (10) z o ;::: < I- :J Q. ::;; o u X < I- $0 $0 $0 19. Tax Due 20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT $3,031.42' I' (8) $2,098.68 $13,975.41 (11) $16,074.09 (12) ($13,042.67) N ($13,042.67 x.O_ x,045 x.12 x.15 $0.00 $0.00 $0,00 $0.00 $0.00 (15) (16) (17) (18) (19) (~~ --j I Q1. Decedent's Complete Address: STREET ADDRESS Claremont Nursing Center 1000 Claremont Rd, CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1, Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts Total Credits (A+B+C) 3. InteresVPenalty if applicable D. Interest E, Penalty 4. TotallnterestlPenta~y (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 5. 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. Make Check to: REGISTER OF (1) (2) (3) (4) (5) (SA) (5B) AGENT $0,00 $0.00 $0.00 $0,00 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 property transerred or its income: c. retain a reversionary interest: or d. retain the promise for life of either payments or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Old 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 disignatlon? D D D D D D D l!:J l!:J l!:J l!:J l!:J l!:J l!:J IF THE 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 retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. ADDRESS ADDRESS DATE DATE q _ 2.2 -CJS For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% I72P.S Sec. 9116(a)(1.1 )(I)]. For dales of death on or after January 1, 1995. the tax rale imposed on the net value of transfers to or for the use of Ihe surviving spouse is 0% [72 P.S. Sec, 9116(a){1.1 )(H)] The statute does not exempt a transfer to a surviving spouse from tax, and the stalutory requirements for disclosure of assets and filing a tax return are stitt applicable even if the surviving spouGe 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 deseased chitd twenty-one years of age or younger at death to or for the use of ;a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. Sec. 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P,S. Sec. 9116(1.2) [72 P.S. Sec.9116(a)(1) The tax rate Imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Sec.9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Sanderson, Sue E, Include the proceeds of litigation and the date the proceeds were received by the estate All properly jointly-owned with Right of Snrvivorship mnst be disclosed on Schednle F DESCRIPTION VALUE AT DATE OF DEATH 21-04-0936 ITEM NUMBER M&T account 75488973 - checking $2,162.57 2 Guest Fund account at Claremont Rehabilitation Center $868,85 TOTAL (also on line 5. Recapitulation) $3,031.42 rm M&fBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 November 2, 2004 Andrews & Johnson Attorneys At Law 78 West Pomfret Street Carlisle, Pennsylvania 17013 Re: Estate of Sue E. Sanderson Social Securitv: 278-05-7676 Date of Death: September 16, 2004 Dear Sir or Madam: Per your inquiry dated October 20, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of ACCOW'lt Checking Account Account Number 75488973 Ownership (Names of) Sue E Sanderson SueE Billings, POA Opening Date 8/28/64 Balance on Date of Death $2,162,57 Accrued Interest $ 0,00 .~_~_____~__..__....__,.._.._________W__"'"H_~.W_'M_~_~_~_H_fi_H_~__'_"_____"""'_'~ Total $2,162.57 Please be advised, there was no safe deposit box found for the above decedent. For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717-240-4536. Sincerely, '~?tc;/ty7vP Nancy Clagett Records Management SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Sanderson, Sue E. 21-04-0936 Debts of decedent must be reported on Schedule I. A, ITEM DESCRIPTION AMOUNT NUMBER Funeral Expenses: I Funeral reception $341.68 2 Lettering on grave marker $]92,00 Administrative Costs: I Personal Representive Commissions $750.00 Name of Personal Representative(s) Sue Ann Billings Social Security Number of Personal Representative: Street Address: 98 W, High St City: AnnvilIe State: PA Zip: $17,003 Year(s) commissions paid: 2005 2 Attorney fees to Andrews & Johnson $750.00 3 Family Exemption Claimant Street: City: State & Zip Relationship of Claimant to Decedent: 4 Probate Fees to Register of Wills $65.00 5 Accountant Fees to Patricia Rosendale, CPA 6 Tax Return Preparer's Fees 7 8 9 10 II 12 13 14 15 16 17 18 19 TOTAL (also on line 9, Recapitulation) $2,098.68 B, SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Sanderson, Sue E, 21-04-0936 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH DPW Class 3 claim [see attached] $6,408,07 2 DPW Class 6 claim [see attached] $7,567,34 TOTAL (also on line 10, Recapitulation) $13,975.41 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS TPL SECTION .. CASUALTY UNIT PO BOX 6466 HARRISBURG PA 17105-6486 October 22, 2004 STATEMENT OF CLAIM SUMMARY Estate of SANDERSON, SUE 120166852 INPATIENT OUTPATIENT LONG TERM CARE DRUG ,00 2B.36 6,023.01 356,70 .00 ,00 102,93 13,256,4B 616,00 74,57 7,233.47 259,30 6,40B,07 7,567,34 13,975.41 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE EIN - 23-6003113 SCHEDULEJ BENEFICIARIES ESTATE OF FILE NUMBER Sanderson Sue 21-04-0936 ., ITEM NAME AND ADDRESS OF BENEFICIARY RELA TrONSHIP AMOUNT OR SHARE NUMBER Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [includc:ouuight spousal disuibution~, and transfers under Sec_ 911(,(a)([.2)J 1 Sue Ann Billings niece 1/2 of residue = 0 2 Richard Lyle Sanderson nephew 1/2 ofresidue = 0 3 4 II NON-TAXABLE DISTRIBUTIONS' A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. Charitable and Governmental Bequests Second Presbyterian Church, Carlisle 5%=0 Bosler Library 5%=0 TOT AL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 \ ~ --! 3 =.~ ~~ .dg l-l \fJ~ - c ~~ ~i \(' 'J . LAST WILL AND TESTAMENT OF SUE E. SANDERSON I, SUE E. SANDERSON, of the Borough of carlisle, Cumberland County, Pennsylvania, declare this to be my Last will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: I give and bequeath unto my niece, SUE ANNE BILLINGS, such articles of tangible personal property, consisting of the contents of my apartment, including but not limited to jewelry, dishes, silverware, furnishings and furniture as she shall select either for herself or for distribution to others in accordance with my desires previously communicated to her. Any articles not so selected shall be sold or otherwise disposed of by my Executor and the proceeds added to my residuary estate. ITEM II: I give and bequeath to the SECOND PRESBYTERIAN CHURCH OF CARLISLE the sum of One Thousand ($1,000.00) Dollars, but not to exceed five percent of my residuary estate, before payment of inheritance and similar taxes. ITEM III: I give and bequeath to the BOSLER FREE LIBRARY of Carlisle the sum of One Thousand ($1,000.00) Dollars, but not to exceed five percent of my residuary estate, before payment of inheritance and similar taxes. 2 ITEM IV: All the rest, residue and remainder of my residuary estate, I give and bequeath in equal shares to my niece, SUE ANNE BILLINGS, and my nephew, RICHARD LYLE SANDERSON, and if either shall predecease me, to his or her surviving issue by representation. ITEM V: Any share of my estate which shall become distributable to a minor may be held in a savings account, certificate of deposit or similar security, in a federally insured banking or savings institution in the name of the minor and marked not to be withdrawn until the minor attains the age of eighteen (18) years. ITEM VI: I appoint my niece, SUE ANNE BILLINGS, as Executrix of this my Last will and Testament, and if for any reason she shall fail to qualify or cease to act as such during the administration of my estate, I appoint as alternate Executor her husband, PHILIP A. BILLINGS, and I direct that no bond shall be required of either personal representative named herein. IN WITNESS WHEREOF, I, SUE E. SANDERSON, have hereunto set my hand and seal to this my Last will and Testament, consisting of two (2) typewritten I ~ tR.. day of pages, each of which bears my signature, this t\;~l..(i /'f___"Q,J:..j,-- , 1990. /' '--... C cr. L 0l..A...L. ,--. ,') d-".d\L<L'L.,''''",--, (SEAL) Sue E. Sanderson, Testatrix COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ). // r /) WE, SUE E. SANDERSON, TAYLOR P. ANDREWS, and !(cnCf-{:::;( (lltd5~ C/ whose names are signed to the foregoing or attached instrument, , the Testatrix and witnesses, respectively, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as and for her Last will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. II Subscribed, sworn to and acknowledged before me by SUE E. SANDERSON, the Testatrix, and subscribed to and sworn PJ affirmed to before me by TAYLOR P. ANDREWS and /-r:t:4'1aLd t[', (/o1?r."l""C4" , wi tnesses I this 13 ~ day of '/7,;Ju'?fl'rbr ,IY 1990. , ./7 . ,,{' '< 7&~"- Y~-4C-=-- (SEAL) Notary Public I Notarial Seal Brenda L Brehm, Notary publlc I Carlisle Boro, Cumberland County L My COirtmilleron Ellpirss Jan, 6,1992 11-28-2005 SANDERSON 09-16-2004 21 04-0936 CUMBERLAND 101 APPEAL DATE: 01-27-2006 ( See reverse side under Objections) Amount Remitted I I 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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX SUE E FILE NO. 21 04-0936 ACN 101 BUREAU OF INDIVID~~~n INHERITANCE TAX DIVISlON J'J , '-. ,. PD BOX ZB0601 HARRISBURG PA 171ZB-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX "'r ;-. -? "'9, . J" DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN TAYLOR PANDREWS ESQ ANDREWS'S JOHNSON 78 W POMFRET ST CARLISLE PA 17013 ESTATE OF SANDERSON REV-1547 EX AFP (06-05) SUE E TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 11-28-2005 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/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets n) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 3,031.42 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) nO) 2,098.68 13.975.41 (11) (2) (13) (4) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 3,031.42 16.074 09 13,042.67- .00 13,042.67- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 n . l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE 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 D~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Reglster or Wll.l.S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2006 BILLINGS SUE ANNE 98 W HIGH ST ANNVILLE, PA 17003 RE: Estate of SANDERSON SUE E File Number: 2004-00936 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 is due by: 9/16/2006 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, ,1.- ~ II 'rfi" /~iZ<~ V~1''Zbu.k1iuA /J' ' . (J Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wllls One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 7/27/2006 ANDREWS TAYLOR P 78 W POMFRET STREET CARLISLE, PA 17013 RE: Estate of SANDERSON SUE E File Number: 2004-00936 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: 9/16/2006 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, /1" r.". ~ tI /i '-7''''' . . );UM~ L7t.~/J A .""... .. (.I Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) c,'j EE c) Ei~ C~"- Co',) cc E"; LJ..." c'-~. ~ ~ Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 5\.1 e ~ Sa..~ .e rc ..., 9 - (~ - ZC10 Y d( -0<..( -C?3c:' Date of Death: Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the adminis1ration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. If the 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 0 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 ~ No 0 Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court d may be attached to this report. ~-'f -d' ','~"-" \.0 o Signa 7ayl"r P h~ Alr. w !1,Mfrrd ~ tA{;~ 1~t.7 7/7 :2'13 -0)43 Telephone No. Name 6: o t?5 C::::> (.....~ (~~) Capacity: 0 Personal Representative ~ Counsel for personal representative 11