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Home My WebLink About02-0265PETITION FOR PROBATE and GRANT OF LETTERS Estate of No. also known as ,qu 7'~ ,4 z / a~ .5,q 7-e, yw ~zL To: Deceased. Social Security No. 3og-Dg- c~6 ~ Register of Wills for the County of ~u m fJ6-3z£~/UL3 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/~e 18 years of age or older an the execut ~ in the last will of the above decedent, dated and codicil(s) dated in the named ,.1989 (state relevant circumstanees, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C t~ m ~ ~ v lan d County, Pennsylvania, with her ,last familyor principal residence at l~e'l'l, anu Pt' Ilao~ ~ 15' loe:sl~ Dr;re. (list street, number and muncipality) Decendent, then ~0 years of age, died ~ tt v-a]q ~> , 1~/-~00,'~ , ! ,..I - . / ' ' . . · Except as follows, decedent d~d not marry, was not divorced and dl~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: Decendent at death owned property with estimated values 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: WHEREFORE, petitioner(s) respectfully recluest(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ~-e~)a~tn~ar ~ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. 190 SD 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 personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed .. ,~/17~ dtgrct./ ~ before me this 14th_ day of/ ~ ~' ~ March/7> k /~ , ~ 2002 J bGP~ ~e~.~ ~d. ~ - ~ - ' - ~t~ ' O' ' ~ NO. 21-2002-265 Estate of Ruth A. Satchwell, a/k/a , Deceased Ruth Alice Satchwell DE~REE OF PROBATE AND GIA%NT OF LETTERS AND NOW March 14th ~1~ 2002 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Match 9th, 1989 described therein be admitted to probate and filed of record as the last will of Ruth A. Satchwell, a/k/a Ruth Alice Satchwell and Letters Test~entary are hereby granted to Marilyn Lane FEES Probate, Letters, Etc .......... $ 80.00 Short Certificates(4) .......... $ 12.00 Renunciation (-14 ............ $ 5.00 x-Pages (2) $ 6.00 JCP 5.00 TOTAL ~ $ Filed Mar. ch..].4t.h,. ;2002 ..... ~.1.0.8..00... Register of Wills NARY C. LEWIS Shields III ATTORNEY (Sup. Ct. I.D. No.) 38513 6 Clouser Road ADDRESS Mechanicsbur9, PA 17055 PHONE (717) 766-0209 MAILED LES'YERS TO A~'fORNEY SHIELDS. his is to certify that the information here given is correctly copied from an original certificate of death drily filed with me as Local ,Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~I'~ - Local Registrar / 6/"" P 8 2 0 31 :I. 7 ~-~~;'~ ,~2/~e.4,//, No. ~ate COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. Ruth~ Alice.] Satchwell =l-'-"" Female3. 308 _ 09 -- 9622j.. March 8, 2002 90 ~. Oct 14, 1911 Indianna .,~0 ~. Cumbodand ~. kower ~llen Twp. . ~'~'~ . kowor Allen ~CEDENT'S M~ A~SS ~. C~ ~, Z* C~} [~CE~NT'S Fennsylvama 325 Wesley Dnve .ES,~E Mechanicsburg, Pennsylvania 1705~t~ ,~ . ~.~.~,~-~ Cumberland F~HER'SNAMEIF~.M~.L~) Alfonso Locke MOTHER'SNAUE(Fi.~,~n~i Robeda Kelly ........ 'SNAME~,~ Uarilyn Lane ~as~ore ~ ~anlcsburg, Pa. 17050 D "~"~*'"~ ~ a~. Mar 13, 2001 ~echanlcsburg Cemete~ Mechanicsburg, Pennsylvania FD-012662-L I, RUTH A. SATCHWELL, Widow, of the Township of Upper Allen, County of Cumberland, and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. I am currently the owner, as tenant in common with my sister, Martha E. Hart, of a frame and brick ranch type dwelling, more particularly described as Lot No. 6, "Winding Hill Heights - Section 2", Plan Book 13, Page 16, and Plan Book 14, Page 15 in the Cumberland County Recorder's Office. It is my desire, that should I predecease my said sister, that she be granted a life estate in my one-half interest in said dwelling so that she may be able to live out her years in the said dwelling in peace. She to pay all taxes and maintenance costs as a condition of this gift. Should she need to move out for any reason, and such move appears to be permanent in nature, then the life estate would be deemed to terminate. 3. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath to my children, Marilyn Lane of Mechanicsburg, and Carolyn Consorti of Chicago. Should either of my children die without surviving issue, then their share shall go to her surviving sister. Should either of my children die with surviving issue, then her share shall go to such surviving issue per stirpes. 4. I nominate, constitute and appoint my daughters, Marilyn Lane and Carolyn Consorti to be the Co-Executrices of this my Last Will and Testament. If they should predecease me, or for any other reason be unable to act, or to continue to act, as such Executrix, I appoint Dauphin Deposit Bank and Trust Company to be the Executor in their place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. 5. I authorize and empower my personal representatives, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized, or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of, or grant options in regard to any or all property of any kind forming a part of my Estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my Estate; to mortgage or pledge any real or personal property forming a part of my Estate; or to join in or secure the partition of same; to compromise any claims or demands of my Estate against others or of others against my Estate; to make distribution in kind and to cause any share to be composed of cash, property in undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of~~ , A.D. 1989. Signed, sealed, published and declared by the above-named RUTH A. SATCHWELL, as and for her Last Will and Testament, in the presence of us, who at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND : I, RUTH A. SATCHWELL, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowled~d~ before me by the above Testatrix this ~ day of /~ , A.D. 1989. COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND : Notarial .: ~.ai Charles E. Shields II1, Notary Public Mechani~burg Boro, Curnber~a~d County My Cornmi~ion Expires Ju;';e 20, 1992 Member, Pennsylvania ',A~scci,~tion o~ Notaries We, Jane B. Shields and Elizabeth A. Curll, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw RUTH A. SATCHWELL, Testatrix, sign and execute the instrument as her Last Will; that RUTH A. SATCHWELL executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of RUTH A. SATCHWELL, Testatrix, signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me this of Notary Public day Notario; Seal Charles E Shields Iti, Notary Public M~hani~burg Boro, Cumberland County My Commission Expires June 20, ;992 Member, Pennsylvania As.sedation RENUNCIATION 21-2002-265 InReEstateof t~ I~ 'I'H ~q'. ~l. 7-Olq lO&'7~-;, ~ ~"~ I~IZ Tt[ It~l l ~E '~/;tT'~Jt'Jd ~Z~ deceased. To the Register of Wills of County, Pennsylvania. the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters f"e.s½ementas be issued to WITNESS hand this /~t/~'_ day of (Address) (Signature) (Address) (Signature) (Address) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. Ruth A. Satchwell March 8, 2002 Admin. No. 21-02-0265 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 April 3, 2002: Nalile Marilyn A. Lane Carolyn L. Satrum Address 6325 Basehore Road, Mechanicsburg, PA 17050 5420 Brookbank Road, Downers Grove, IL 60515 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: April 3, 2002 EL. ' CHARLES E. SHIELDS, III 6 Clouser Road Mechanicsburg, PA 17055 Telephone: (717) 766-0209 Counsel for Personal Representative REV-1500 EX (c~00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN OFFICIAL USE ONLY FILE NUMBER ,~./ - c)__~. COUNTY CODE YEAR RESIDENT DECEDENT NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~,8'7"CH 1,4,'ELL,, ~ u~ TH ~. _ _ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE O.~-- ~oo --,~Ooo~ /o -/4 /9'// REGISTER OF WILLS -- (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~//,~ _ _ w I- Z W 0 03 0 []1. Original Return --"]4. Limited Estate []6. Decedent Died Testate {A~ch copy of Will) ~---] 9. Litigation Proceeds Received --]2. Supplemental Return [~4a. Future Interest Compromise (date of death after 12-12-82) --]7. Decedent Maintained a Living Trust (A~tac~ copy ~f Trust) ---]10. Spousal Poverty Credit (dam of death b~wee, 12-31-91 and 1-1-95) r---~ 3. Remainder Return (date of death prior to 12-13-82) '--I. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes ~-'] 11. Election to tax under Sec, 9113(A) (Attach Sch O) FIRM NAME (IfApplicable) TELEPHONE NUMBER '7/~- ~ - COMPLETE MAILING ADDRESS 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ~] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 12. Net Value of Estate (Line 8 minus Line 11) 13. OFFICIAL USE ONLY Charitable and Governmental Bequests/Sec 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) (8) ," 4,,, ~?~. 75' (11) (12) (13) (14) ~ /3 ~,,, 'P/o. $5' 15. 16. 17. 18. 19. 20. SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax rate, or transfem under Sec. 9116 (a)(1.2) Amount of Line 14 taxable at lineal rate Amount of Line 14 taxable at sibling rate Amount of Line 14 taxable at collateral rate 0 Tax Due x .0 0 (15) x .o ¥5' (16) x .12 (17) x .15 (18) (19) 0 Decedent's Complete Address: STREET ADDRESS 3 ~ ~ /.4J~'.~/-~' ,,V CITY ~I~C,i../,~,~,AI/C,5~/~/~,, tSTATE /0~ I ZIP [7~),S--~" Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount InterestJPenalty if applicable D. interest E. Penalty 0 0 Total Credits (A + B + C ) (2) Total InterestJPenalty ( D + E ) (3) 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 (4) 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. (5) (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 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 transferred or its income; ............................................ [] [] c. retain a reversionary 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 property within one 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 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 perjur~, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS SIGNATURE OF PJ~EP.,ARER OTHER THAN REPR~.S~N...TAT_IVE ADDRESS ~-,/-¢'~¢'~/.-~'$ ~". ..~,/¥'/~-Z.~XS' _.~ DATE 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. {}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. {}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. §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. {}9116(1.2) [72 P.S. §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. REV*1502EX * (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE 5~7'C/.~//,4)_-~'-Z_~., ~/'T,,4/' ,,~. FILE NUMBER ~/-o~ - 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 pdce 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 DESCRIPTION VALUE AT DATE 1. OF DEATH -/-he ~/~ee,'/~ a/ey,'~ /~'v~e~/' a~a' rrlaege iq ~-~e.~ ~ TOTAL (Also enter on line 1, [Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-'~503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. ,q/r~'la .se~dde~ :rnve~tment~ - 3'79,8'9.5" ,5/~ee/'e$ ~) ~/.5", ~..~ ~ ...g ~ar'e --- VALUE AT DATE OF DEATH TOTAL (Also enter on line2, Recapitulation) $ ~ ?~ ,~.._~/ (If more space is needed, insert additional sheets of the same size) ~ ~vestment Program May 23, 2002 P.O. Box 219735 Kansas City, Missouri 64121-9735 aarp.scudder, com Charles E Shields III 6 Clouser Rd Mechanicsburg PA 17055-9735 Inquiry #: Fund: Account #: 20305385 GNMA Fund-ClassAARP 00622601302 Dear Charles E. Shields: We are writing in response to your request for information regarding the value of the Ruth Satchwell account(s). The information given is only for the date you requested, March 8, 2002: FUND NAME(S) NUMBER OF SHARE ACCOUNT SHARES PRICE BALANCE GNMA Fund 379.595 $15.03 $5,705.31 We understand that it can be difficult to settle financial matters when you experience a loss. If you have any questions, please call us toll free at 1-800-253-2277, Monday through Friday from 8:00 a.m. to 7:00 p.m., Eastern Time. We will be happy to assist you. Sincerely, Rodney M. Brandau Service Specialist I REV-1508 ~ + (1-97) ~ COIVIMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Include the ITEM NUMBER 3roc, eeds of litigation and the date the proceeds were received by the estate. All propen'y jointly-owned with the right of survivorshi must be discl_n_~ed on Schedule F. DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH / ,~. lq ]oo. BRICKERS AU'CTION 8917 TM 93 TEXACO ROAD MECHANICSBURG, PA 17055 PNC B~lk, N.A. 040 c~l PA Plan "'OO,°,cii,?," ~:O =, ;i, ~, & ~ ? ~:' 50 ?DOS 2255~ ~[JYI-H I LOT # 1 = $ [.. - 11 ~2 BUYER BUYER ~ ,,..- ITEM ..... ITEM .OT_ ..... ITEM ITEM BUYER o BUYER ITEM 2 ~ ~'1 BUYER ITEM _(~ ~ =$ . j BUYER ITEM ~ ~@ -- $ · 16 BUYER ITEM BUYER ITEM BUYER ITEM = $ = $ --, , ........... $ ),-2,0 r:r ) allfirst May 1, 2002 Charles E. Shields, !11 Attorney at Law 6 Clouser Road Corner of Tdndle and Clouser Roads Mechanicsburg, PA 17055 Allfirst Financial Center N.A. P.O. Box 900 Millsboro, DE 19966 Dear Hr. Shields: RE: Estate of Ruth A. Satchwell Date of Death: March 8, 2002 Sodal Security Number: 3084~-9622 In response to your request, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following accounts. Account Type ........................... Golden Age Checking Account Account Number. ...................... 0061289264 Ownership (Names of) ................ Ruth A. Satchwell Opening Date ........................... 09/28/87 Balance on Date of Death ........... $ 1,721.56 Accrued Interest. ...................... 00.00 Total ...................................... $1,721.56 o Account Type ........................... Money Market Account Account Number. ...................... 0094409919 Ownership (Names of) ................ Ruth A. Satchweli Opening Date ........................... 01/28/89 Balance on Date of Death ........... $ 19,720.80 Accrued Interest. ......................! 0.26 Total ...................................... $19,731.06 Page 2 Account Type ........................... Certificate of Deposit/182 DAYS/1.690000 Account Number. ...................... 8 7008000400642 Ownership (Names of) ................ Ruth A. Satchwell Opening Date ........................... 08/16/90 Balance on Date of Death ........... $ 18,113.19 Accrued Interest. ...................... 9.23 Total ...................................... $18,122.4.2 May 1,2002 Account Type ........................... Certificate of Deposit/! 82 DAYS/2.230000 Account Number. ...................... 8 70080004.02 72.6 Ownership (Names of) ................ Ruth A. Satchwell Opening Date ........................... 11/04/87 Balance on Date of Death ........... $ 10,000.00 Accrued Interest. ...................... 13.44 Total ...................................... $ 10,013.4.4 Account Type ........................... Certificate of Deposit/7 N1OS/2.4.80000 Account Number. ...................... 870081403274.76 Ownership (Names of) ................ Ruth A. Satchwell Opening Date ........................... 07/03/96 Balance on Date of Death ........... $ 25,000.00 Accrued Interest. ...................... 13.59 Total ...................................... $ 25,013.59 · Page 3 May 1,2002 This response does not apply to any assets held with Allfirst Brokerage, where Allfirst Bank is serving as a trustee, nor to any crec~t cards owned by Bank of America bearing Allflrst Bank's name This letter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Wdtten Agreement There were no safe deposit boxes, if you have any further questions on these accounts, please contact the branch of record: 5219 Simpson Ferry Road, Mechanicsburg, PA 17055, telephone 717-255-2031. Sincerely, Mary Anne Macielag Associate I/CIS (302) 934-2240 O. PNCBAN< May 9, 2002 Charles E Shields III Attorney at Law 6 Clouser Rd Comer of Tr/ndle and Clouser R, ds Mechanicsbm-g, PA 17055 scp EstaTe of Ruth A Satch'v,,ell (Deceased) SSN: 308-09-9622 DOD: 03-08-2002 Dear Mr Shields: Ia response to your request for Date of Death balances for the customc~r noted above, our records show the following: Certificate of Deposit Account3110010258{) Established 09-20-1997 RUTFI A SATCHWELL DOD balance: $20,000.00 .., $t 8.14 accrued interest Accomat#31700 102202' Established 09-25- t 997 RUTH A SATCI-BVELL DOD balance: $I0,000.00 + $12.58 accrued interest Account#31600113492 Established 12-18-1997 RUTH A SATCHWELL DOD balance: $10,000.00 + $16.21 accrued interest Account#31800152290 Establist~ed 04-09-1999 RUTH A SATCHWELL DOD balance: $10,000.00 + $0.81 accrued interest Account31700162181 Established 08-12-1999 RUTH A SATCHWELL DOD balance: $10.000.00 * $2 I. 15 accrued interest Checking Account Accountg50009780'79 Established 09-25-1997 RUTH A SATCHWELL DOD balmme: $6,885.44 + $2.92 accrued interest Page I of 2 f"!A'¥'-O'-f-7_'F~F~:2 !4.: 49 PNCEAI"-Ih( 412 ?G,13 '~' =': .-,4 ....... P. 13L~ Please note that th. is office only provides date of death balances for deposit accounts (12RAs, CDs, Checking and Savings accounts). We do not process any financial trm~sactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC_BANK (I-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Ex'ica L Sch. legel PNC Decedent Reporting Firstside Center 500 First Ave, 4~h FI CIF Pittsburgh PA 15219-3128 Member FDIC 1-800-762-1775 Page 2 of 2 TI3TAL ?. FJ'2 APPRAISAL Appraisal For: MECHANICSBURG, PA. 17055 Phone: 766-9422 APPRAISAL This appraisal constitutes our carefully studied opinion of [: the retail replacement cost through our facilities I~'"'the distress sales nature value of the article(s) described above insofar as the mounting(s) have permitted observation. We assume no liability with respect to any action that may be taken on the ba~'~of this appraisal. Apprmser REV-1510 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF '~TH ,4. SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 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. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OFTHE TRANSFEREE, THEIR RELZ~'TIONSHIPTO DECEDENT AND THE DATEOFTRANSFEP~ DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATrACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPLICABLE) TOTAL (Also enter on line 7, R~apitulation) $ (If more space is needed, insert additional sheets of the same size) EV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ITEM NUMBER A. 1. Debts of decedent must be reported on Schedule DESCRIPTION FUNERAL EXPENSES: P~¢.;,I- myers ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) ,/~',,'~.//-),//t/ //'~.~V'~" Social Security Number(s)/EIN Number of Personal Representative(s) Street Address ~,$,,~.~' ,~!!],,¢5'~'/../~,,~',~' City /]¢~" ¢ ,/-/,,¢/Y/C ~' ,~'/.~'/'~' ~- State ,,,0,,,,~ Zip /70 .5--o Year(s) Commission Paid: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State__Zip Probate Fees ~i,~,J o,,~,~,,I /~.e oF ~/~/ ce~¢,'~,~es Accountant's Fees Tax Return Preparer's Fees /~'e t~ - weal' TOTAL (Aisc enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT /,v/¢ / p / ~'. oo COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER Include unreimbursed medical expenses. ITEM NUM8ER DESCRIPTION TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT ,v /~. $ ~, 67(o.75'' REV-1513 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA iNHERiTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER II. SCHEDULE J BENEFICIARIES FILE NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) /~f~ C.d~411C~E~, ~¢ 17~ RELATIONSHIP TO DECEDENT Do Not List Trustee(s) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DiS rRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART [!. 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) LAST WILL AND TESTAMENT OF RUTH A. SATCHWELL I, RUTH A. SATCHWELL, Widow, of the Township of Upper Allen, County of Cumberland, and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. I am currently the owner, as tenant in common with my sister, Martha E. Hart, of a frame and brick ranch type dwelling, more particularly described as Lot No. 6, "Winding Hill Heights - Section 2", Plan Book 13, Page 16, and Plan Book 14, Page 15 in the Cumberland County Recorder's office. It is my desire, that should I predecease my said sister, that she be granted a life estate in my one-half interest in said dwelling so that she may be able to live out her years in the said dwelling in peace. She to pay all taxes and maintenance costs as a condition of this gift. Should she need to move out for any reason, and such move appears to be permanent in nature, then the life estate would be deemed to terminate. 3. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath to my children, Marilyn Lane of Mechanicsburg, and Carolyn Consorti of Chicago. Should either of my children die without surviving issue, then their share shall go to her surviving sister. Should either of my children die with surviving issue, then her share shall go to such surviving issue per stirpes. 4. I nominate, constitute and appoint my daughters, Marilyn Lane and Carolyn Consorti to be the Co-Executrices of this my Last Will and Testament. If they should predecease me, or for GEORGE M. HOUCK (1912-1991) CHARLES'E. SHIELDS, III A TTORNEY-A T-LA W 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG, PA 17055 TELEPHONE (717) 766-0209 FAX (717) 795-7473 October 31, 2002 Ms. Cheryl Winters Office of the Register of Wills Cumberland County Court House 1 Court Square Carlisle, PA 17013 Re: Estate of Ruth A. Satchwell Dear Mary: Please find enclosed herewith two (2) REV-1500 Forms. The following checks, made payable to the Register of Wills, are also enclosed: Check # 0095 - $6138.48 - Inheritance Tax Payment Check #0096 - $15.00 - Filing Fee Check # 0097 - $155.00 -Additional Probate Thank you for your assistance with this matter. Very truly yours, Charles E. Shields, III CES:dab Encs. 2O02 I IdAR~ISBURG PA ~ 7'.~ PM Iliill I IIIIII Charles E. Shields. I11 Attorney-at-Law 6 Clouser Road Mechanicsburg, PA 17055 Ms. Cheryl Winters Office of the Register of Wills Cumberland County Court House I Court Square Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) O01 8O6 SHIELDS CHARLES E III ESQUIRE 6 CLOUSER ROAD MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 308-09-9622 FILE NUMBER: 21 02-0265 DECEDENT NAME: SATCHWELL RUTH A DATE OF PAYMENT: 11/04/2002 POSTMARK DATE: 11/02/2002 COUNTY: CUM BERLAN D DATE OF DEATH: 03/08/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,138.48 TOTAL AMOUNT PAID: $6,138.48 REMARKS: MARILYN LANE C/O CHARLES E SHIELDS III ESQ SEAL CHECK# 0095 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVZDUAL TAXES /NHERITANCE TAX D/VIS/ON DEPT. 280601 HARRTSBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX REV-1547 EX 4FP C01-02) CHARLES E SHIELDS 6 CLOUSER RD MECHANICSBURG PA 17055 BATE ESTATE OF BATE OF DEATH FZLE NUMBER COUNTY ACN 12-02-2002 SATCHNELL 05-08-2002 21 02-0265 CUHBERLAND 101 Amoun~ Rami'l:~:ed RUTH A MAKE CHECK PAYABLE ANB REMZT PAYMENT TO: REGTSTER OF N~LLS CUMBERLAND CO COURT HOUSE CARL/SLE, PA 17013 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORBS ~ REV-1547 EX AFP (01-0:~) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR BZSALLONANCE OF BEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SATCHNELL RUTH A FZLE NO. 21 02-0265 ACN 101 BATE 12-02-2002 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERN]:NG FUTURE :iNTEREST - SEE REVERSE APPRA:iSEB VALUE OF RETURN BASEB ON: 0RIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Zntarest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) E. Cash/Bank Deposits/MAsc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) B. Total Assets APPROVED DEBUCTZONS AND EXEMPT:iONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11. Total Deductions 12. Net Value of Tax Return O0 5~705 31 00 00 lqZz$06.77 00 00 (8) q,9Oq.6q NOTE: To insure proper credit to your account, submit the upper portion of th~s fore w~th your tax payment. 13. NOTE: ASSESSMENT OF TAX: 15. Amount of Line lq et Spousal rate 16. Amount of Line lq taxable et Lineal/CZass A rate 17. Aaount of Line Zq et Sibling rate 18. Amount of Line lq taxable et CoZlataral/Class B rate 19. Principal Tax Due lq8,012.08 (la) .00 x 00 = .00 (16) 136,q10.69 x 0q5= 6,158.q8 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= 6,158.q8 TAX CREB:iTS: PAYMENT DATE ll-0q-Z00Z RECE/PT NUMBER CD001806 ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADD/TZONAL ZNTEREST. DISCOUNT (+) ZNTEREST/PEN PAZD (-) .O0 AMOUNT PAZD 6,158.q8 TOTAL TAX CREB:iT BALANCE OF TAX DUE :iNTEREST AND PEN. TOTAL DUE 6,138.q8000000 [ ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYMENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) . O0 Net Value of Estate Subject to Tax (lq) 156,q10.69 :if an assessment was issued previously, lines lq, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. 6~696.75 (11) ll .&O1 (12) 136,610.69 BUREAU OF INDIVIDUAL TAXES TNHERITANCE TAX DTVTSZON DEPT. 280601 HARRISBURG, PA 171Z8-0601 COHMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHER'rTANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP (01-02} CHARLES E SHIELDS 6 CLOUSER RD MECHANICSBURG PA 1705'5 DATE 1Z-O9-ZOOZ ESTATE OF SATCHNELL DATE OF DEATH 05-08-2002 FZLE NUMBER 21 02-0Z65 ~iCOUNTY CUMBERLAND ACN 101 Amoun~ Remi'l:'~ed RUTH A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To /nsure proper credi~ to your account, submJ~ ~he upper por~:Jon of ~h/s fore wJ~h your ~ax payment. CUT ALONG TH'rS LINE ~ RETAIN LONER PORT'rON FOR YOUR RECORDS *~ REV-1607 EX AFP (01-0~) ##- INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF SATCHNELL RUTH A FILE NO. 21 02-0265 ACN 101 DATE 12-09-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHONN BELOt/ TS 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: 1Z-OZ-ZOO2 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 6,158.q8 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 11-02-2002 CD001806 .00 6,158.q8 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" TOTAL TAX CRED'rT 6,158.q8 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No. 3- F-02- Admin. No. ~/-g)~- ~- Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the=~=~owina. with resDec~~ _ to completion of the administration of the above-captioned estate: State~w~ether administration of the estate is complete: Yes ,~ No 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 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 X No d. Copies of receipts, r~ieases, joinders and approvals of formal or informal accounts may be filed with. the Cerk of the Orphans' Court and may be attached to this report. Date: ~ -/~ -0]~" ~'~--~~~~ Signature CFLARLES E. SHIT~S III Name (Please type or print) 6 Clouser Road, Mechanicsburg, PA 17055 Address (MAH.- rmf/AM3 ) 717 I 766-0209 Tel. No. Capacity: __PersonaloRepresenta~ive .~Counsel for personal representative