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Home My WebLink About04-1036Edwin T. Fanus Jr. Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Agnes T. Howe also known as NO. ~'~1 ()c./-105(,~, , Deceased Social Secudty No. 186-24-8750 Petitioner(s), who is/are 18 years of age or older, appl(ies) for: (COMPLETE 'A' or 'B' BELOW) [] A. Probate and Grant of Letters Testementery and aver that Petitioner(s) is/are the the Decedent, dated ~ and codicils dated none Executor named in lhe last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a chiJd born or adopted after execution of the documents offered for probate; was not the victim of a kiJling and was never adjudicated incompetent: none [] S. Grant of Letters of Administration (c.t.a; d.b.n.c.t.a; pedente lite; durante absentia; dursnte mthoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the f~*3~m, g spous.e (if any) an~_, heirs (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland or principal residence at Sarah A. Todd Home, County, Pennsylvania with his/her family Decedent, then 90 years of age, died 10-22-2004 Decedent at death owned property with estimated values as follows: (If domiciled in PA) (If not domiciled in PA) (if not domiciled in PA) Value of real estate in Pennsylvania situated as follows: none (list street, number, and muq~pality) (Location) All personal property $ Personal property in Pennsylvania $ Personal property in County $ $ 18,000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Edwin T. Fanus Jr. 143 Strayer Drive Carlisle, PA 17013 Fora1RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Pefitioner(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 Decedent. Petitioner(s) will well and truly administer the estate according to raw. Swom to or affirmed and subscribed )( ~:~ ~, Edwin T. Fanus Jr. before me this ~'~17~'''~ day of Register No. Estate of Agnes T. Howe Sociar Security No: 186-24-8750 , Deceased Date of Death: 10-22-2004 AND NOW, ~"J ~ of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~]Testamentary F-Iof Administration (c.t.a.; d,b.n.c.t.a4 pendante lite; dura~n~ absentia durante minoritate are hereby granted to Edwin T. Fanus Jr. Executor in the above estate and that the insthJment(s) dated 10/18/2000 described in the Petition be admitted to probate and filled of record as the last Will of Decedent. FEES Lettem .......................................... Short Cerflticate(s) Renunciation ............................... Affidavits ( Extra Pages Codicil .......................................... JCP Fee ....................................... Inventory ...................................... Other ............................................ Register o.~ ill~ Attorney: Robert C. Saidis, Saidis, Shuff, Flower & Lindsay Addre~: 2109 Market Street Camp Hill, PA 17011 Terephone2 (717) 737-3405 E-Mail: TOTAL ............................ Pmpa~edbythePennsytvaniaOarAssociation Copyright (c)2004formsoflwareonlyTheLack~erGroup. lnc. Form RW-'1(1991) ;~is is to certify timt the information here given is correctly copied from an original certificate of death duly filed with me as l.~wal Registnn. Tire original cerlificate will be tbrwarded to the State Vital Recnrds Office for permanent filing. WA~NING: It is illegal to duplicate this ¢op¥ blt photostat or photograph. Fcc tbr this certificate, $2.00 P 10783317 No. Local Registrar OCT 2 g 2004 Date T. Howe 90 Cumberland COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~rlisle ~. ~ar~ A. T~d ~rial H~ ~,~Cub,.. A.M.P. Inc. 1000 W. South St. Carlisle, PA 17013 ~,.10/23/2004 ~, Charles R. ~che EOgin T. Fanus, Jr. ~.~D .u~, []c,.~ 5~,~s~,. [] 143 Stra~,er DrJ_ve, ~Au~-],~e, ~k '17013 SAIl)IS c~ P~ LAST WILL AND TESTAMENT OF AGNES T. HOWE I, AGNES T. HOWE, of the Borough of Carlisle, Cumberland Co;u~, ty P~ylvania, being of sound and disposing mind, memory and understanding, do herebs'-/nake, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and ~odicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and fimeral from my estate as soon after my death as conveniently may be done. I direct my body be interred in the Mount Holly Spring Cemetery, Mount Holly, Pennsylvania. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND I give, devise and bequeath the following property to the persons or institutions set forth: A. MARY MATSON FORD, my diamond engagement ring; B. JOANNA FORD, my diamond pendant and earrings; C. CARMEL MATSON CONNOR, all of my costume jewelry; D. MARY LOUISE PAXTON, LINDA FAIR, CONNIE HOWE, and SANDY HOWE, the remaining dining silver ware; E. LINDA FAIR, CONNIE HOWE and SANDY HOWE, my clothing and personal effects; and SAIDIS SHUI~, FLOWI~ & LINDSAY F. ST. PATRICK'S Thousand ($1,000.00) Dollars. CATHOLIC CHURCH, Carlisle, Pennsylvania, One THIRD I give, devise and bequeath all the rest residue and remainder of my estate to the persons herein listed below in the pementages set forth: BRIAN ANTHONY ROCHE 25% EILEEN BRANDT 10% EDNA PATRICIA ROCHE (now Sister Mary Carmelita, R.S.M.) 10% LINDA L. FAIR 5.5% DONALD HOWE 5.5% KENNETH HOWE 5.5% CARMEL MATSON CONNOR 5.5% JANICE MATSON MANDERS 5.5% EILEEN MATSON DE LISE 5.5% RITA MATSON KELLEY 5.5% MARY MATSON FORD 5.5% KATHLEEN MATSON LAWN 5.5% ANN MATSON 5.5%. In the event that any of the aforementioned legatees should predecease me, their share shall be divided among their staviving children, per stirpes. 2 SAIDIS Cur~ PA FOURTIt I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. FIFTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his/her/their absolute discretion: A. To retain in the form received, or to sell either at public or private sale any real or personal property; B. To exercise any options to subscribe for stocks, bonds, or other investments; C. To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any tmst may hold stocks, bonds or other securities; D. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his/her/their sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; E. To make settlements and compromises on such terms as my personal representative in his/her/their sole discretion may deem wise without the necessity' of obtaining any court approval thereof; F. To make distribution hereunder either in cash or kind, as my personal representative in his/her/their discretion may deem wise. SAIDIS SIXTH I do hereby nominate, constitute and appoint EDWIN T. FANUS, JR., to act as Executor of this Last Will and Testament. Provided, however, that if he isling or unable to,act as my ~xecutor, I direct the duties of Executor be performed by-~...~4ALP. IIGWE SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, AGNES T. HOWE, have hereunto set my hand and seal to this my Last Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for identification, this I~4~ day ,2000. Agnes)il': ISIowe ~ Signed, sealed, published and declared by the above-named Agnes T. Howe, Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. SAIDIS 26 W. ~l~,h street COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, AGNES T. HOWE, : : SS. : 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 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 constra'mt or undue influence. Agnes~T. ~o%ve - - - '~"~ -~usafl sper6 v, , witness PllyI~t-~.S MC(2Oy~ ~/' , Witness Subscribed, sworn to and acknowledged before me by AGNES T. HOVfE, the Testatrix, and subscribed to and sworn or affirmed to before me by Susan Spero Phyllis McCoy and 5 REVISED REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Agnes T. Howe Date of Death: October 22, 2004 , ) Will No. 21-04-1036 Admin. No. To the Register: C) ['''',,) -.1 I certify that notice of Estate Administration required by Rule 5.6(11) of tli.~ Orphans' Court Rules was served on or mailed to the following beneficiary of the above~ captioned estate on January 20 and 26,2005. ,: . Name Mary Matson Ford Joanna Ford Carmel Matson Connor Mary Louise Paxton Linda Fair Connie Howe Sandy Howe Brian A. Roche Eileen Brandt Edna Patricia Roche (now Sister Mary Carmeita RSM) Kenneth Howe Janice Matson Manders Eileen Matson DeLise Rita Matson Kelley Kathleen Matson Laawn Ann Matson Ryan M. Howe Jason A. Howe Address 32 Digby Street, Mackay, QLD, Australia 4740 32 Digby Street, Mackay, QLD, Australia 4740 2 Quail Street, Slade Point, Mackay QLD, Australia 29 Victory Church Road, Gardeners, P A 17324 565 Herr's Ridge Road, Gettysburg, PA 17325 102 Knoxlyn Road, Gettysburg, P A 17325 255 Belmont Rd., Gettysburg, P A 17325 22 Quandong St., Currajong QLD, Townsville, Australia, 4812 (address unknown at this time) P.O. Box 8183, Allenstown, QLD, Australia 4700 255 Belmont Road, Gettysburg, P A 17325 Unit 7/9 Dunmore Tee., Auchenflower QLD, Australia, 4066 Via Paisiello No. I, Trieste, Italy 27 Joyce Street, Kirwan QLD, Australia 4817 18 Perry Street, Dysart QLD, Australia 4745 368 Brisbane Corso, Yeronga QLD, Australia 4140 102 Knoxlyn Road, Gettysburg, P A 17325 102 Knoxlyn Road, Gettysburg, P A 17325 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: y:: ~/(}/r Capacity: _ Personal Representative -X... Counsel for Personal Representative REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) (") Co .c:rJ ,,:,'" '~ ~~q ~ (i):;':': r) "'h ,..., = CJ '-" L~ Name of Decedent: Agnes T. Howe ~;<"",, :.;f':: !'-, Date of Death: October 22, 2004 Will No. 21-04-1036 Admin. No. To the Register: I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on January 20, 2005. Name Address Mary Matson Ford Joanna Ford Carmel Matson Connor Mary Louise Paxton Linda Fair Connie Howe Sandy Howe Brian A. Roche 32 Digby Street, Mackay, QLD, Australia 4740 32 Digby Street, Mackay, QLD, Australia 4740 2 Quail Street, Slade Point, Mackay QLD, Australia 29 Victory Church Road, Gardeners, P A 17324 565 Herr's Ridge Road, Gettysburg, PA 17325 102 Knoxlyn Road, Gettysburg, P A 17325 255 Belmont Rd., Gettysburg, P A 17325 22 Quandong St., Currajong QLD, Townsville, Australia, 4812 (address unknown at this time) P.O. Box 8183, Allenstown, QLD, Australia 4700 Eileen Brandt Edna Patricia Roche (now Sister Mary Carmeita RSM) Kenneth Howe Janice Matson Manders 255 Belmont Road, Gettysburg, P A 17325 Unit 7/9 Durnnore Tee., Auchenflower QLD, Australia, 4066 Via Paisiello No.1, Trieste, Italy 27 Joyce Street, Kirwan QLD, Australia 4817 18 Perry Street, Dysart QLD, Australia 4745 368 Brisbane Corso, Yeronga QLD, Australia 4140 Eileen Matson DeLise Rita Matson Kelley Kathleen Matson Laawn Ann Matson \7 .. fil (-) (..) [;_L~ ;'-,"1 -0 ':.-':: .--;-.] - (~-'~) ;Tl ~~ /") (::> -<'1 j'>? 0'1 -J Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: v- , 17'1 ., /o>{; IJ t> . i ,/ ". '1 ') . / I / Robert f sS~::~~~~~~(~~/ 7 2109 Market Street Camp Hill, P A 170 II (717) 737-3405 Capacity: _ Personal Representative ~ Counsel for Personal Representative rr;. ~ l...._', 1"0" lJd) ~/,'1 '" '\ >:;3 _ u f~;; ~.: ..,; Or'. Ill' c: u.l (J) ~ o ~ ~ ~ o o ';>- I- (J)Zc<> :\~.... _00 $0~ ~ u-04. u.l OZo.. ::;. It.c:( " :J u.lcl':i u.l 1-u.l(J) 0 ~CO:J 0 <.9~t( Z ~~4. 4. .....00 ~ ?i (/) ~ ::; oil Q(. uJ ~'W~ OuJ~ u.....;Q(.~ Ou-t-~ u:(/) <! illu...'Wo.- ():J:,,::.J _:I:Q(."; u... (/) <!- '6 <Ji,:;<:I: _ 0.- ~~gJ~ .-l(J)c::4<.J JOHN E. SLIKE ROBERT C. SAIDlS GEOFFREY S. SHUFF JAMES D. FLOWER, jR CAROLj. LINDSAY BRIAN C. CAFFREY GEORGE F. DOUGLAS, III MATTHEWj. ESHELMANt THOMAS E. FLOWER jACLYNSMITH LAW OFFICES SAlOIS, SHUFF, FLOWER & LINOSA Y A PROFESSIONAL CORPORA nON 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attorney@ssfl-law.com www.ssfl-Iaw.com January 20,2005 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re: The Estate of Agnes T. Howe File No. 21-04-1036 Dear Ladies: CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, P A 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 tSoardCenlfiedCreditors' Rights Representation REPLY TO CAMP HILL Enclosed is a check in the amount of $2,600 representing a payment at discount on account of inheritance taxes in the above estate. Kindly issue a receipt at your convenience. Thank you. Very truly yours, SAlED S, SHU~, FL~R & LINDSAY (j)~ fW_ ,Shelby Yingling, Estate Paralegal Isly Enclosure ('") u__ au 1.1...1 ~-...- (-:....=-' . u-, ll_ I.,;,. ~. ,-' t", o ('.1 C.: LU"-'-:c' (~)t~ ac. e) L-=. C~) (-, l,_) U.l cc c.,.:': ---J ~-:0~ c;:; <:.-.1 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF FlEVENUE BUREAU OF INDIVIDUAL TAXES OEPT. 280601 HARRISBURG, PI\ i712.8-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SAlOIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 -----.-- fold EST A TE INFORMATION: SSN: 186-24-8750 FILE NUMBER: 2104-1036 DECEDENT NAME: HOWE AGNES T DATE OF PAYMENT: 01/20/2005 POSTMARK DATE: 01/20/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/12/2004 NO, CD 004865 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,600.00 I I I I I I I I TOTAL AMOUNT PAID: $2,600.00 REMARKS: CHECK#105 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS r I. ~irnl t~ii:1J~J ~)./~""~::'" 111........,...\..;;......::.;. . 1\,.....-::;.. " , ( . L'\ I)- _" /' ,-_: . <, fl.} , / / ie.... I. 'Z' i)J<'." ~ ( '--. ^f r\r . . ::(;~ Ur I:?: '3 ~ I roc \1); ~ ~ - ~""" ~8 -:;i. "~ rno"'~U)- t-4 r/)~...,~ o,.l 0 '" .J:i '" i-4~Z?:i I-o:::f <~""l~ :h: (/')~"""'.... C'\ Q.. ;:l-" ~ S ~ :t(' NU rn o I- uJ Cf) ::> o :r: ~ ::> o () >- I- Cf)ZC') .-1::>..- ::::!oo 5:()~ u..O<( oza.. 0:: <( . uJo:!~ l-uJCf) ~Cll.-l <.9:20:: uJ::><( O::()() JOHN E. SLIKE ROBERT C. SAlOIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR CAROLj. LINDSAY BRIAN C. CAFFREY GEORGE F. DOUGLAS, III MATTHEW j. ESHELMANt THOMAS E. FLOWER jACLYN SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORA nON 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: altorney@ssfI-law.com www.ssfl-Iaw.com March 24, 2005 Register of Wills Cumberland County Courthouse Carlisle, P A 17013 Re: The Estate of Agnes T. Howe File No. 21-04-1036 Dear Ladies: Enclosed please find an original and two copies of an inheritance tax return to be filed in the above estate. Also enclosed are checks for the filing fee and the balance of tax due. Kindly return a time-stamped copy of the return in the envelope enclosed. Thank you. Very truly yours, Isly Enclosures FF, FLOWER & LINDSAY CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE (717)243-6222 FACSIMILE: (717)243-6486 tSoardCenifiedCredilors' Rights Representation REPLY TO CAMP HILL , I <"/1 R..V.1500 EX + (8.00) *' .... Z W C W o W C I!! "'~!:! ld1;ll Ofiil 11 OFFICIAL USE ONLY COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Howe, Agnes T. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 10-22-2004 12-15-1913 I (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST AND MIDDLE INITIAL) I [!] 1. Original Return D 2 Supplemental Return , Limited Estate D 4a. Future Interest COf'l"POOlise (date of death after I 12-12-82) Decedent Died Testate (Attach DO 7. Decedent Maintained a Living Trust (Attach copy of Will) copy of Trust) Litigation Proceeds Received 10 Spousal PovertY Credit (dale of death between . 12-31-91 and 1-1-95) FILE NUMBER II 04 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 186-24.8750 I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ REGISTER OF WILLS _ I. SOCIAL SECURITY NUMBER ._ o 3. RemainderRetum(dateofdeathpriorto12-13-82) 1036 NUMBER D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11.Election to tax under Sec. 9113(A) {Attach Sch 0) ~ NAME ~ Robert C. Said is, Esq. I( FIRM NAME (If apPlicable) ~ Said is, Shuff, Flower & Lindsay .. 8 TELEPHONE NUMBER (717) 737-3405 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z c ~ ::l .... ii: < o w '" 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly OWned Property (Schedule F) o Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 2109 Market Street Camp Hill, PA 17011 (1) None (2) 1,496.06 -- (3) None -.. (4) None (5) 22,060.07 (6) None (7) None (9) 3,528.58 (10) 295.83 OFFICIAL,USE ONLY c; (8) 23,556.13 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0.00 (11) 3,824.41 (12) 19,731.72 (13) 0.00 (14) 19,731.72 x .00 (15) 0.00 ------- --- x .045 (16) 0.00 x .12 (17) 828.73 x .15 (18) 1,923.84 (19) 2,752.57 ..----- 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) z o ~ ::l ll. :& o o ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1 ,2) 0.00 6,906.10 12,825.62 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Copyright 2002 form software only The Lackner Group, Inc. 16. Amount of Line 14 taxable at lineal rate 17.Amountof Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due Form REV-1500 EX (Rev. 6-00: Decedent's Complete Address: STREET ADDRESS Sarah A. Todd Home I STATE PA I ZIP 17013 CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 2,600.00 136.84 Total Credits (A + B + C) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (D + E) 4. 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 Payable to: REGISTER OF WILLS, AGENT (1) 2,752.57 (2) 2,736.84 (3) (4) (5) 15.73 (SA) (5B) 15.73 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;.................................................................................. 0 D b. retain the right to designate who shall use the property transferred or its income;.................................... D D c. retain a reversionary interest; or......................................................,........................................................... D D d. receive the promise for life of either payments, benefits or care?.............................................................. D 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... D D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......................................................................................................... ,........... D 0 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 peljury, I declare that I have examined this retum, including accorrpanying schedules and statements, and to the best of my knCM'ledge and belief, it is true. correct and COI'11)Iete. Declaration of prepare!" other than the personal representative Is based on all information of which preparer has any knCM'ledge. __ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Edwin T. Fanus Jr. 143 Strayer Drive Carlisle, PA 17013 ADDRESS SIGNATURE PREP ER OTHER THAN REPRESENTATIVE Robert C. Saldls Esq. ADDRESS 2109 Market Street Camp Hili, PA 17011 DATE ~ ~~ kr DATE 3. 2/ a.J - 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. S9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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 decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P .S. ~9116 1.2)[72P.S.~9116(a)(1)]. The tax rate Imposed on the net value of transfers to or for the use of the decedenfs siblings Is 12% [72 P.S. ~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. R~-1503 EX+ (6") . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA t.lHERITANCE TAX RETURN RESIlENT DECEDENT ESTATE OF Howe, Agnes T. FILE NUMBER 21-04-1036 All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 38 shares Met Life Trust, at 39.37 1,496.06 TOTAL (Also enter on Line 2, Recapitulation) 1.496.06 (If more space is needed, additional pages of the same size) Copyright (c) 2002 fonn software only The Lackner Group. Inc. Fonn PA-1500 Schedule B (Rev. 6-98) Rev.1508 EX+ (6-981 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAl. TH OF PENNS'l1.VANIA ~RlTl\NCE 1"-.x RETURN RESl!ENT DECEDENT ESTATE OF Howe, Agnes T. FILE NUMBER 21-04.1036 Include the proceeds of Iitigallon and the date the proceeds were received by the estate. All property Jolntly-owned with the rtght of survlVOtShlp must be disclosed on schedul. F. ITEM NUMBER DESCRIPTION 1 Balance of death benefit from TYCO VALUE AT DATE OF DEATH 350.72 2 Capital Blue Cross, refund 243.55 3 Sarah A. Todd Memorial Home, refund 1,041.33 4 M & T Bank, checking acct. #419281 20,424.47 5 Decedent In nursing home, had small amount of clothing, costume Jewelry and a few furnishings, all of little or no value and given away. 0.00 TOTAL (Also enter on Line 5. Recapitulation) 22.060.07 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule E (Rev. 6-98) Rev:1502 EX+ (8-98) *' SCHEDULE H-A FUNERAL EXPENSES continued ~THOFPENNS'r'l.VANIA INHERITANCE TAX RETURN RESDeNT oeCEOENT ESTATE OF Howe, Agnes T. FILE NUMBER 21-04-1036 ITEM NUMBER DESCRIPTION AMOUNT 1 Ewing Brothers, Funeral Home, balance due on pre-paid plan 100.00 Subtotal 100.00 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H.A (Rev. 6-98) REV.U51 EX+ 112-991 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Howe, Agnes T. Debts of decedent must be reported on Schedule I. FILE NUMBER 21.04-1036 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number 01 Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 1,500.00 See continuation schedule(s) attached 2. Attorney's Fees 1,500.00 See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as daimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 84.00 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 344.58 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 3,528.58 Copyright (c) 200210nn software only The Lackner Group. Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX... (8-98) *' SCHEDULE H.B1 PERSONAL REPRESENTATIVE'S COMMISSIONS continued COfJMONWEALTtt OF PENNSYLVANIA lHHERiTANCE TAX RETURN RESDENT DECEDENT Howe, Agnes T. FILE NUMBER 21.04.1036 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Edwin T. Fanus, Jr. 1.500.00 Subtotal 1.500.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H-B1 (Rev.6-98) ftey.1502 EX+ (6-98) *' SCHEDULE H.B2 ATTORNEY'S FEES continued CCMAONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT Howe, Agnes T. FILE NUMBER 21.Q4.1036 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Said is, Shuff, Flower & Lindsay 1.500.00 Subtotal 1.500.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) ~-1502 EX... 16-981 *' SCHEDULE H-B4 PROBATE FEES continued ~THOFPENNS)'lVANIA, N-lERTT -'NeE TAX RETURN RESIDeNT DeCEDENT Howe, Agnes T. FILE NUMBER 21..Q4.1036 ESTATE OF ITEM NUMBER 1 DESCRIPTION Register of Wills of Cumberland County AMOUNT 84.00 Subtotal 84.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H.B4 (Rev. 6-98) ~-1502 EX+ (1-98) *' SCHEDULE H.87 OTHER ADMINISTRATIVE COSTS continued COMMONWEAl. TH OF PENNS'Il VANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT ESTATE OF Howe, Agnes T. FILE NUMBER 21.04.1036 ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal, estate notice 75.00 2 Register of Wills of Cumberland Co., filing fee for return 15.00 3 The Sentinel, estate notice 173.33 4 INA, address and next of kin search for Eileen Brandt 81.25 Subtotal 344.58 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H.B7 (Rev. 6-98) Rfty.1512 EX+ (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA. IIIHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Howe, Agnes T. FILE NUMBER 21-04-1036 Include unrelrriJursed medical expen.... ITEM NUMBER DESCRIPTION 1 PharMerica, medical bill VALUE AT DATE OF DEATH 295.83 TOTAL (Also enter on Line 10, Recapitulation) 295.83 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule I (Rev. 6-98) REV 1513 EX+ 19-00) *' . . SCHEDULE .I COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Howe, Agnes T. 21..Q4-1036 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not UstT~.1 I. TAXABLE DISTRIBUTIONS [Include outright s~usal Cllsbibutions and nsfers under Sec. 9116(.)(1.2)] Jason Andrew Howe Grand Nephew 1/2 of 5.5% of 102 Knoxlyn Road residue (child Gettysburg, PA 17325 of Donald ."- Ryan Matthew Howe Grand Nephew 1/2 of 5.5% of 102 Knoxlyn Road residue (child Gettysburg, PA 17325 of Donald .. 1 Eileen Brandt Sister PREDECEASED TESTATRIX 2 Carmel Matson Connor Niece 5.5% of residue 2 Quail Street and costume Slade Point jewelry with no ... .. _.~ 3 Eileen Matson Delise Niece 5.5% of residue Via Paisiello No.1 Trieste, See continuation schedule attached Continuation Total Enter dollar amounts for distributions shown above on lines 15 throuah 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART U - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHEDULE wi BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Agnes T. Howe 186-24-8750 10/22/2004 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Linda Fair Niece 5.5% of residue 0.00 565 Herr's Bridge Road (silver ware was Gettysburg, PA 17325 adeemed) 7 Mary Matson Ford Niece 5.5% of residue 0.00 32 Digby Street (diamond McKay, QLD, engagement ring was adeemed) 8 Donald Howe Nephew PREDECEASED 0.00 PA TESTATRIX 9 Kenneth Howe Nephew 5.5% of residue 0.00 255 Belmont Road Gettysburg, PA 17325 10 Rita Matson Kelley Niece 5.5% of residue 0.00 27 Joyce Street Kirwan QLD , 11 Kathleen Matson Lawn Niece 5.5% of residue 0.00 18 Perry Street Dysart QLD, 12 Janice Matson Manders Niece 5.5% of residue 0.00 Unit 7/9 Dunmore Tce. Auachenflower, QLD, 13 Ann Matson Niece 5.5% of residue 0.00 368 Brisbane Corso Yeronga QLD, 14 Brian A. Roche Brother 25% of residue 0.00 22 Quandong Street Townsville, 15 Sister Mary Carmelita, RSM Sister 10% of residue 0.00 P.O. Box 8183 Allenstown, QLD, Total 1 Statement United Church of Christ Homes Sarah A. Todd Memorial Home 1000 West South Street Carlisle, PA 17013 Edwin Fanus, Jr. 143 Strayer Drive Carlisle, PA 17013 Date Description BALANCE FORWARD 10/19/04 PAYMENT 10/05/04 Beauty & Barber 10/13/04 Beauty & Barber 10/13/04 Beauty & Barber 10/20/04 Beauty & Barber 10/20/04 Beauty & Barber 10/21/04 Oxygen 10/21/04 Personal Laundry Se 10/21/04 Incontinence Suppli 10/21/04 Medical Supplies 10/31/04 Room & Board - Semi 10/31/04 Room & Board - Semi Statement Date: 11/11/2004 Due Date: 11/26/2004 Re: Agnes T Howe Account Nr: 100645 Days Quant 1. 00 1. 00 1. 00 1. 00 1. 00 1. 00 1. 00 1. 00 1. 00 21 31 Rate 13.00 13.00 1. 50 13.00 1. 50 515.70 19.50 60.52 110.95 179.00 179.00 Charges Payments Balance 6,334.98 6,334.98 6,334.98 .00 13.00 26.00 27.50 40.50 42.00 557.70 577.20 637.72 748.67 Q.'!" ../~ 'l,5QL21 \~~ <_~~_, 041~~ o j V C / to f' rl w &/)'~ ..}r;'/r"J.-v.:J J g'l . 13.00 13.00 1. 50 13.00 1. 50 515.70 19.50 60.52 110.95 3,759.00 -5,549.00 ;,11 , Li'f-I:2.tcUL 1(' /,;1 ;2-!t.Lj fl, (f.fo ~J.r,J:;e v NOTE: Please remit by 11/26/2004 the LAST AMOUNT PRINTED ON STMT. Please include Acct # from statement on MEMO LINE of your check. Payments deposited after 11/05/2004 do not reflect on statement. Please deduct any payments after 11/5. NOTE: A $10.00 fee will be CHARGED for RETURNED Checks. ... MetUfe Policyholder Trust Statement AGNES T HOWE Account Market Value Stock Price as of 11/05/~ $39.370/ ~ The aggregate amount pai to all Trust Beneficiaries in this distribution is $149,073,167.38 T ota! Market 'Vafue---~_, RETAIN FaA 'tQUR RECORDS Investor JD I 8001 98187673 2004 Dividend Summery Record Date Total Trust D~per Current Int~r.ests-.... Trust Interest Distribution 11/05/2004 38.0000 $0.46 $17.48 Payable Date Tax Wtthheld Net Distribution Prior Year Distribution 12/13/2004 $0.00 $17.48 $8.7' / ) $1.496.06 Tfust Beneilciarv Information You may purchase or sell shares of MatUfe, Inc. common stock. through the MetLife Policyholder Trust (the -Trusn. free of any commissions 0\' other fees, under the MatUfa Purchase and Sale Program, as amended. A copy of the brochure describing the program is available on the Internet at www.metlife.com by selecting In\l&StOf Relations and then the Shareholder Services Information page, or by calling the number listed below. You are permitted to transfer your Trust Interests only in the circumstances described in the brochure, You may also instruct that all (but not less than aU) of your shares of MatLife. Inc. common stock held by the Trust be withdrawn from the Trust. Information regarding your withdrawal rights may be found in the Purchase and Sale Brochure or by calling the number listed below, An annual shareholders' meeting to elect mernmfs of the Board ot DirElctors of MatUle, Inc. and for transactiorl d other business is expected to be held on April. 26. 2005. The (jBad~re fOr submitting shareholder proposals for consideration at this mMl.ir,g is November 23 2004. A copy of MetLife. ]nc.'s annual report and p.rooy statement will b~ available free of charge on or before March 31, Z'C05. along with other MetLife. tnc. and Trust filings under federal seclJlit ias la.....s (0 on the Internet at www.metlife.com by selecting Ab:.ut Us,' Corporate Governance, under Related Links, (ii) by writing to ~ etLife., Inc. at the address listed below or (iii) by calling the numbar lin9<t below. These and other SEe filings by MetLife and the Trust arElt also available on the Internet at www.sec.gov. For inquiries about your account, the status of your Trust Interests, or discrepancies on this statement, corrtact infarnation is Ilsted balow: Internet: E-mllll: Phone: www.melloninvestor.com/isd metlite@melloninvestor,com 1-800-649-3693 0065702 General Mall: MEllLlfe, Inc. C/o Mellon Investor Sa",,,,,, P.O. Box 4447 South Hackensack, NJ 07005-2047 Please Note: 1m FORM 1099.DIV. DIVIDENDS/DISTRIBUTIONS U.S. TAX INFOR RECIPIENT'S IDENTIFICATION NUMBER TOTAL ORDINARY DIVIDENDS 186-24-8760 WOxtA $17.48 PAYER'S NAME MELLON INVESTOR SERVICES AS CUSTODIAN OF THE METlIFE POLICYHOLDER TRUST SECURITY DESCRIPTION TRUST INTERESTS .\ '.~.:~'j~~ REPORTED MELLON INVESTOR SERVICES 85 CHALLENGER ROAD RIDGERELD PARK NJ 07ll6O IMPORTANT 2004 TAX INFORMATION This is Important tax information and is being furnished to the Internsl Revenue ServiCe. If 'IOU are roquiretl to 1l1e " return, a negllgence panlllty or other Ilanellan may be Imposed on you If this Income Is taxable and the IRS determines that It has nol been reported. BoX lA.- Shows ordinary divldencls that are taxable. Include this amourn on line 9a 01 Forll1 1040 or 1040A. Also, report it on Schedule B (Form 1040) or Schedule 1 (Form 1040A), if required. The amount shown may be a distribution from an employee stock ownership plan (ESOP), Report it as a diVidend on your income tax retum, but treat it as a plan dislfibutiOIl, [\(l\ as irwestmen\ income 10ranyotl1erpurpose Box lB,- Shows the portion of the amount in box 1a that may be eligible tor the 15% or 5% capital gains ra'les. See the Fom11040!1 040A instructions tor how to determine this amount. Report the eli- gibleamownton line9b. Form 1040 or 1040A ON FOR 2004 Mature OMS NO. 1545-0110 CCYY B FOR RECIPIENT QUAURED DIVIDENDS II BOX lB .. $17.48 FEDERAL INCC:ME TAX WITHHElD II BOX< $0.00 1 PAYER'S FEDERAL IDENTIFICATION t>lUMBER 51-6516ge7 TO WHOM PAID AGNES T HOWE 207 TODD. CIR .. !L _ CARLISLE PA 170i3""596 FOR INFORMATION REGARDING THE ABOVE, CAI..J. H300-I349-3693 Bo~ 4,- Shows llackull wilhhtMillll H:>\ example, a payer must backup wi1llh~ld on cel1~in payments at the applicable rate ,it you did not ~ive your taxp~yer iDentification number tu t~e ~~1r, See torm W-9, Request tor Taxpayer IDentification Number and Certification, for IntormatlOn on backuplVilhholdlng, Include thiS amount on your income tax mturn as lax withheld. NOminees, If tllis lorm includes amounts belon~ing to another person, yuuare considered ~ nominee recipient You must lite Form 1099,DIV With lhe IRS for e~ch of the other owners 10 ~h4w theIr '!.hole 01 the income, ~ml you mu,! turnish a Form 1 099,DIV to eac~,. A husband or wile is not re,uillld 10 lile a nominee return 10 show ~mounts owned by the other. See the 2004 Generallnslructions for farlflii 1099.1098,5498, and W-2G -...~<-,_. ........., , .",~".'i',:f':,:~~~'~~,'''.'I'I'''.'''Y. ,":,'f-lt .f,. ~ *nl____ __~_ ~ .~~. .---.,r m M&TBank 499 Mitchell Road, MiJlsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 December 3, 2004 Saidis, Shuff, Flower & Lindsay Attorneys At Law 2109 Market Street Camp Hill, Pennsylvania 17011 , Re: Estate or Agnes T Howe Social Securitv: 186-24-8750 Date of Death: October 22, 2004 Dear Sir or Madam: Per your inquiry dated November 17,2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the fo\lowing: 1. Type of Account Checking Account Account Number 419281 Ownership (Names oj) Agnes T Howe Edwin T Fanus, Poa Opening Date 9/]/67 Balance on Dare of Death $20,424.47 Accrued interest $ 0.00 Total Please be advised, there was no safe deposit box found for the above decedent. Flirfiittliet-- accounl'ln{ormation,- rega:rding-ownenhip, cfosuresanUrur remlOursemeur 01 JUDUS, eIC., please calf Int High Street Carlisle Office # 7] 7-240-4536. Sincerely, 'l1.u~/i~.(r?Y Nancy Clagett Records Management SAIDIS SHlJ!'!':. tlPWER &U1'iuSAY ~1J'lAW 26 W. HIgh street Carlisle, PA LAST WILL AND TESTAMENT OF AGNES T. HOWE I, AGNES T. HOWE, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I direct my body be interred in the Mount Holly Spring Cemetery, Mount Holly, Pennsylvania. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND I give, devise and bequeath the following property to the persons or institutions set forth: A. MARY MATSON FORD, my diamond engagement ring; B. JOANNA FORD, my diamond pendant and earrings; C. CARMEL MATSON CONNOR, all of my costume jewelry; D. MARY LOUISE PAXTON, LINDA FAIR, CONNIE HOWE, and SANDY HOWE, the remaining dining silver ware; E. LINDA FAIR, CONNIE HOWE and SANDY HOWE, my clothing and personal effects; and SAlOIS SHlJ!'!':. !!OWER &UNuSAY JJlOllNEl'So,tJ'lAW 26 W. High sind Carlisle, PA F. ST. PATRICK'S CATHOLIC CHURCH, Carlisle, Pennsylvania, One Thousand ($1,000.00) Dollars. THIRD I give, devise and bequeath all the rest residue and remainder of my estate to the persons herein listed below in the percentages set forth: BRIAN ANTHONY ROCHE 25% EILEEN BRANDT 10% EDNA PATRICIA ROCHE Carmelita, R.S.M.) (now Sister Mary 10% LINDA L. FAIR 5.5% DONALD HOWE 5.5% KENNETH HOWE 5.5% CARMEL MATSON CONNOR 5.5% JANICE MATSON MANDERS 5.5% EILEEN MATSON DE LISE 5.5% RITA MATSON KELLEY 5.5% MARY MATSON FORD 5.5% KATHLEEN MATSON LAWN 5.5% ANN MATSON 5.5%. In the event that any of the aforementioned legatees should predecease me, their share shall be divided among their surviving children, per stirpes. 2 \SJ SAIDIS SlIUff:. !;lOWER & ul'mSAY MlOIlNE\'SoA1".lAW 26 W. High street Carlisle, PA FOURTH I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. FIFTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his/her/their absolute discretion: A. To retain in the form received, or to sell either at public or private sale any real or personal property; B. To exercise any options to subscribe for stocks, bonds, or other investments; c. To join in any plan oflease, mortgage, consolidation, exchange, ~ ~ , reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; D. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may fonn part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his/her/their sole discretion, may deem WIse, and to execute and deliver deeds of conveyance or transfer thereof; E. To make settlements and compromises on such terms as my personal representative in his/her/their sole discretion may deem wise without the necessity. of obtaining any court approval thereof; F. To make distribution hereunder either in cash or kind, as my personal representative in his/her/their discretion may deem wise. 3 SAIDIS SllU!'!'t tlDWER &~uSAY MJORNEYSoAT.L\W 26 W. High street Carlisle, PA SIXTH I do hereby nominate, constitute and appoint EDWIN T. FANUS, JR., to act as Executor ofthis my Last Will and Testament. Provided, however, that ifhe~. . ling or unable to flct as. ~ ~ ~bu}- l ~(!)I ';. Executor, I direct the duties of Executor be performed by-l)ONALD IlO'\VE all NNETH HOWE, Co-'Excetltom. SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, AGNES T. HOWE, have hereunto set my hand and seal to this my Last Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for identification, this 18+1.. day of ()ehjbel'2 ,2000. (ji~1l7 ,111u~- Agnes . Howe --- Signed, sealed, published and declared by the above-named Agnes T. Howe, Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. ~~A,":.--JfJ-U1AJ~ ADDRESS dl. ,,) /irjTJ,., }:tu...7f Ca A ~.La ;~I .f'~ /7I.J/.? ~ .k~ '---nt (1'1 ADDRESS d(" t<J. YI;~ ~r ~~~ ;:;4 /70/3 J 4 SAlOIS SHUffi. !;lOWER &UNVSAY !lITOflNE'tSo!J.(AW :16 w. High street Carlisle, PA I I I COMMONWEALTH OF PENNSYL VANIA 55. COUNTY OF CUMBERLAND We, AGNES T. HOWE, 5" iA.Sf\->L 5",;<,(<-0 I and 'R11/.s J'ylc.~" cf 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 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. ~;r~l,_l ;&f;~~ A~T. owe --7 /; J~_JpeAAY. - Susan Spero , WItness yJ~~ '-j/f[C!-d Phy :LS [\fccoy 7 , Witness Subscribed, sworn to and acknowledged before me by AGNES T. HOWE, the Testatrix, and subscribed to and sworn or affirmed to before me by Susan Spero Phyllis McCoy , witnesses, thiS~y of and ~h ,~.~_/, (l_____y It ifrAAW" SEAl URIlAV, NOTAIlY i'UBlJC CARliSLE BORO, CUMilEFIl.ANlI CO. I'A MY COMM!SStON EXPIRES DI!:CEMBEI1: 13. 2001 .rm'~~ 5 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 SAlOIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 ----- fold EST A TE INFORMATION: SSN: 186-24-8750 FILE NUMBER: 2104-1036 DECEDENT NAME: HOWE AGNES T DATE OF PAYMENT: 03/28/2005 POSTMARK DATE: 03/24/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/12/2004 NO. CD 005125 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $15.73 I I I I I I I I TOTAL AMOUNT PAID: $15.73 REMARKS: CHECK#108 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 272 3/28/2005 AGNESTHOWE 21-2004-1036 ROBERT C SAlOIS, ESQ. 2109 MARKET ST JA CAMP HILL, PA 17011 10.00 Total $10.00 Qty 1 Fee Description Additional Probate Fee Total: $10.00 Cltecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. 06-20-2005 HOWE 10-22-2004 21 04-1036 CUMBERLAND 101 APPEAL DATE: 08-19-2005 ( See reverse side under Objections) A.oun~ Remi~~edl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOIIER PORTION FOR YOUR RECORDS _ REY:is47-Ex-AFP-C03:0S;-NOTICE"OF-INHERITANCE-TAX-APPRAISEHENT:-ALLONANCE-OR--------------- DISALLOIIANCE OF DEDUCTIONS AND ASSESSMENT OF TAX AGNES T FILE NO. 21 04-1036 ACN 101 BUREAU OF INDIVIDUAL ruts INHERITANCE TAX DIVISIQ8 PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN -, ti; I: 55 , ' , , ORP11/\~'!'S ROBERT C~j;.sAlihs SAlOIS ETAL 2109 MARKET ST CAMP HILL ESQ PA 17011 ESTATE OF HOWE *' REV-lS47 EX AFP (06-05) AGNES T TAX RETURN WAS: I X I ACCEPTED AS FILED I CHAIIllED DATE 06-20-2005 I~ an assess.en~ was issued previously. lines 14. IS and'or 16. 17. 18 and 19 will reflect ~igures ~ha~ include ~he ~o~al o~ ~ r~urns assessed ~o da~e. ASSESSMENT OF TAX: 15. ABOunt of Line 14 at Spousal ~at. (15) 16. A~unt of Line 14 taxable at Lineal/Class A rat. (16) 17. A.aunt of Line 14 .t Sibling rat. (17) 18. ADount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule C) 4. HortgageslNotes Receivable (Schedule DJ S. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ 6. Jointly OWned Property (Schedule F) 7. Transfers (Schedule GJ 8. Total Assets III 121 131 I'll (51 161 In .00 1.496.06 .00 .00 22.060.07 .00 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExPenses/Adm. Costs/Misc. ExPenses (Schedule HJ 10. DebtslHortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax R.turn 13. Charitable/Govern..ntal Bequests; Non-elect.d 9113 Trusts (Schedule ~) 14. Net Value of Estate Subject to Tax (91 1101 3,528.58 295.83 Ill) 1121 1131 11'11 NOTE: .00 X .00 X 6,906.10 X 12,825.62 X 00 = 045 = 12 = 15 = 1191= NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax pay.ent. 23,556.13 3.R?4 41 19,731. 72 .00 19,731.72 .00 .00 828.73 1,923.84 2,752.57 AI( CRI1DITS< ..~... , II l+, AMOUNT PAID DATE 1IllI18ER INTEREST/PEN PAID I-I 01-20-2005 CD004865 136.84 2,600.00 03-24-2005 CD005125 .00 15.73 TOTAL TAX CREDIT 2.752.57 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 01, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YlIU HAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Agnes T. Howe Date of Death: October 22, 2004 Will No. 21-04-1036 Admin. No. 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: complete: 1. State Yes ~i whether No administration of the estate is 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 X 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 ~i No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be ~Stached to this report. Date: 11//0/.15 in - Sigrlature L---" Name: Robert C. Saidis, Esquire I.D. No. 21458 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 r- (" Capacity: Personal Representative x Counsel for Personal Representative t. , vt