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HomeMy WebLinkAbout02-11581n P~EnTITION FOR PROBATE and GRANT OF LETTERS Estate of ~ `' `~~~ I V` ~ ~n~5011 No. ~~-r~~/5 S also known as To: Register of (Wills for the Deceased. County of l~urn~,C1 Glll~ in the Social Security No. Z t - ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of~ag or older and the executor named in the last will of he above decedent, dated t"~~ - Z7 ZDO 1 and codicils(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in ~U~-~'~~~ County, Pennsylvania, with h~~ last family or principal residence at 3z~ c~e51~P~.f ~ fYl2G ant cSbUf~~ \wSS (list street, number and municipality) Decedent, then ~~ years of age, died ~~C~~2~' ~ 3 , 20©7, at 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: No exceptions Decedent at death owned roe with estimated vales as follows: (If domiciled m a. persona property (If not domiciled in Pa.) Personal property m Pennsylvania $ (If not domiciled in Pa.) Personal property m County $ Value of real estate in Pennsylvania $ situated as follows: None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presente erewrt an t e grant of letters 'Testamentary thereon. (testamentary; administration c.t.a; administration d.b.n.c.t.a.) ~~ a~ b .s ~- ~a ~o 7 c co N COMMONWEAL H OF P~ ENN~~TTSYLVANIA COUNTY OF ~~1~ti~,~~,t.cJCU.KV~ } ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate accp~ding to law. Sworn to or affirmed and subscribed D _ Y1ti^,~i~11 / V before me this 2~th day of ~ ~, December 2 02 (C ~- °~~°~ ' s~ ' ..e'fi ~ /N~o. ~2/1~-2002-115 ~ J Estate of / ~ t Q~U I Y t. ~ ~G~~l V ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW December 20th 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 'rG~,r~.{ ~ ~ ~r~ described therein be adml ed to prob and filed of record as the ast will of ~~Q~~ ~. ~nder~sn~ and Letters are hereby granted to /.o.Z Donna M. Otto, eggister of Wills lst Deputy rps~ FEES YClC+1-~'~~ ~~ -3~g3Z C Probate, Letters, Etc. ..... .... $ 235.00 am. ATTORNEY (Sup. Ct. LD. No.) Short Certificates (2) ..... .... $ 21.00 ~- ~ Sfi- (,~ f 7~~ 3~~ ~ a s~, ~ z~~ ~~~-~ P~~~~ x-pages• •3 . .... $ 9.00 ADDRESs JCP $ 10.00 /~I~ ~~ I _ CJ ~L,~~ TOTAL $ 275.00 PHONE Filed ....Dec~nber. 20•th ,..20Q2 • . • • • • • • • • • MAILED LETTERS TO ATTORNEY ON DECEMBER 20TH, 2002 LAST WILL AND TESTAMENT OF MARY M. ANDERSON I, MARY M. ANDERSON, of 2905 Winchester Drive, Apt. 502, Camp Hill, Cumberland County, Pennsylvania, 17011, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any time heretofore made. ITEM I - It is my desire that my funeral services be conducted by Jesse H. Geigle Funeral Home, Inc., 2100 Lingelstown Road, Harrisburg, PA 171 10. ITEM II - I give and bequeath my mink coat and my jewelry to my two nieces, THERESA LOVEJOY and PATRICIA SHANNON. It is my desire that they agree on the items each shall receive. In the event they cannot agree, then the items shall become a part of my residual Estate. Initials ~i~~t~- ITEM III - All of the rest, residue and remainder of my property, real, personal and mixed, I give, devise and bequeath to my nephew and nieces, MICHAEL J. MURPHY, THERESA LOVEJOY and PATRICIA SHANNON, share and share alike. ITEM IV - In the event any of my nieces or nephew predeceases me, I give her or his share, as the case may be, to her or his spouse. ITEM V - No interest of any beneficiary under this Will or any Codicil hereto shall be subject to anticipation or to voluntary or involuntary alienation. ITEM VI - I name as my Executor, my nephew, MICHAEL J. MURPHY. In the event he predeceases me or is unable to serve, I name my niece, THERESA LOVEJOY, as my Successor-Executrix. ITEM VII - I give to my Executor-Executrix the power to sell real estate and all of the powers now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular, in the Pennsylvania Probate, Estate and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my Estate. Initials~~~r~~ 2 ITEM VIII - All federal, state and other death taxes, payable because of my death with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered part of the expenses of the administration of my estate and shall be paid from my estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my Executor-Executrix may think proper, regardless of whether such taxes are then due. ITEM IX - I direct that my Executor-Executrix be adequately compensated for his or her services. IN WITNESS WHEREOF, I MARY M. ANDERSON, have hereunto set my hand and seal ~7 ~ this '2 / day of February, 2001. ~~ MAR .ANDERSON Witnesses: ::., C~ ~~ residing at ~ y~S" lr~; h ~ ~ ~~/' ~~ S od ~~ ~`~ /,.~~~ ~/~ i ~ ~ l residing at 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. WE, MARY M. ANDERSON, J A ~~e-1- Q p u'v ~ and 9/kY % ~ lt.i Q H N e.,, ,the TESTATRIX and WITNESSES whose names are signed to the attached or foregoing 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 had signed willingly (or willingly directed another to sign for her), and that she executed it 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 witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. MA Y M. ANDERSON, Testatrix WITNESSES: ~~ Subscribed, sworn to, and acknowledged before me by MARY M. ANDERSON, the Testatrix, and subscribed and sworn to before me by ~~ o~.e~ ~ , and ~a~crk ~{ ,witnesses, this oZ7 ~ ay of ,~~ , 2001. ~~ G~ ~CXJC _ Notary Public NO ARIAL SEAL. SAUNDRA RADLE, Notary Pu01k fei~view Township York CpWlb F.x res !4 CERTIFICATION OF NOTICE UNDER RIILE 5 6(a) Name of Decedent: Marv M. Anderson Date of Death: December 13, 2002 Will No. Admin. No. 21-02-1158 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 February 11, 2003: Name Address Michael J. Murphv 643 Billet Drive Mechanicsburg PA 17055 Theresa Love~oy, 21 Chestnut Hill Road Dillsburg PA 17019 Patricia Shannon, 46843 Redfox Court Sterling Va 20165 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except None Date: February 11, 2003 Sig ~- Name Ric and C. R Esq Address 355 N. 21st St., Suite 205 Camp Hill, PA 17011 Telephone (717) 761-3459 Capacity: Personal Representative X Counsel for Personal Representative REV-1500EX(~J \ 'l--Ut)--[ Rev-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT o USE ONI'y FILE NUMBER 21 02 1158 I- Z UJ Cl UJ () UJ Cl DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) MARY M, ANDERSON DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) December 13. 2002 May 15, 1924 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) County Code Year Number . .lI:'~(/) 00.'" ~e~ u ~1Il ~ X 1. Original Return 2. Supplemental Return SOCIAL SECURITY NUMBER 201-16-3543 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 3. Remainder Return{d.oIIlcf_Pria lo 12.13-82) 9. Litigation Proceeds Received 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 10. Spousal Poverty Credit(dateofdeath bElI\wIen 12-31-91 and 1-1-95) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 011. Election to tax under Sec. 9113(A) (~Sd>o) X 6. Decedent Died Testate (Attach copy of Will) "E '" -= = C> 0- lii C> <-.:> SE l!Ml '1lE~,.,~ NAME Richard C. Rupp. Esquire FIRM NAME (If Applicable) Rupp and Me1kte TELEPHONE NUMBER 717-761-3459 4. Limited Estate 4a. Future Interest Comprise (date of death after 12-12-82) COMPLETE MAILING ADDRESS 355 N, 21"St, Ste, 205 Camp HUI. PA17011 ~._~. ,- "''' '., $0.00 i $146,096.75 ! $O,OOi $O,ooi $39,039.13! $7,140.56 i OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) (2) (3) (4) (5) (6) $0.00 (8) $25.707.07 $2.542.14 (11) (12) (13) (14) $192,276.44 $?R ?4~ ?1 $164,027.23 s:nno $164,027.23 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o I- <( ...J ::J l- e.. <( o LlJ 0::: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (7) (15) $0.00 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) .12 (16) (17) (18) (19) $24,604.10 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) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o ~ x~ ~:> ~ ~ o u 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) , $0.00 $0.00 ,15 !I;?4 R0410 16. Amount of line 14 taxable at lineal rate x 17. Amount of line 14 taxable at sibling rate x 18. Amount of line 14 taxable at collateral rate 19. Tax Due $164,027,33 x 20.D ~t:;;s..~~MeilEGUl! ~,;: Decedent's Complete Address: ~ ~EET keDRESS)~,Btl!eft~ft~~ CITY M~'c:ttarilcSb\Jrg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount $24,604.10 Total Credits (A + B + C) (2) gjo no 3. Interest/Penalty if applicable D. Interest E. Penalty 4. TotallnteresUPenalty (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) If line 1 + line 3 is greater than line 2. enter the difference. This is the TAX DUE. (5) $24,604.10 $0.00 5. A. Enter the interest on the tax due. (SA) (5B) ,:,;;;..C': ~ ,...., B. Enter the total of Line 5 + SA. This is the BALANCE DUE. $24,604.10 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: 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 revisionary interest; or d. receive the promise for life of either payments, benefits or care? If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? Did decedent own an "jn trust for" or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account annuity, or other non-probate property which contains a beneficiary designation? 1";';';;;5''3:01 Ves No 2. 3. 4. EIl~ ~, ;;';';~~~ ",,'E~'~ [{;')<11 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 know1edge and belief, it is true, correct, and complete. Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge. ADDRESS DATE If....~r~ 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)l. 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 exemot 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(1/(1 [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. ..,- ...... ,. I.c.,~'" '" ( ,.<; ~\~v::'~ ) p...... ~ REV-1503EX=(1-e7)(I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF MARY M. ANDERSON FILE NUMBER 21-02-1158 All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION AT & T Corporation common slock - 221 shares VALUE AT DATE OF DEATH $6,083.03 2. AT & T Wireless SVCS common slock - 356 shares $2,306.88 3. Be/I South Corporation common stock - 1,044 shares $27,034.38 4. Comeast Corporation New Class A common slock $8,319.92 5. NCR Corporation New common stock $889.48 6. Quest Communications International common stock $1,750.86 7. SSC Communications common stock $50,479.10 8. Verizon Communications common stock $38,729.30 9. Vodafone Group PLC New common stock $10,503.80 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) $146,096.75 , o o N o N ~ <lJ .0 E <lJ " <lJ o >, '" -0 '<:: "- rl 7: C. M '- u ~ ~~ :. .J((' ~ ,{ r\ v ~ Co c: '.: -:- C- ~<E. ~~ ........ 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St. Pelersburg, Fl 337.16 m-57.3-3BOO. wv.w.raymondjanles,com Committed ,to your f'mancial future. , , ~ ' YOUR TRANSACTIONS MICHAEL J MURPHY EXEC ACCOUNT 10: 47590999 01/31/03 PAGE 5 INVESTMENT ACCOUNT ACTIVITY Jan 31 Date 2003 Descri tion Jan 22 Received 411 shares Deposits/ Withdrawals Cash Balance INTERNATIONAL INCORPORATEO INCORPORATEO Jan 22 Received 1004 shares FROM 427134011 TO 475909991 BRANCH DISBURSEMENT NCR CORPORATION NEW NET ACTIVITY/ENDING BAlANCES SO.62 So.oo So.oo SO. 62 Your statement is printed on both sides to conserve paper and preserve our environment. 111/111I m Illlllllllllllllllm~ Illll ~15 ~'"' ~~ !l ~:.i;' g - ...~~ ziij 1111l M '.. ':,~',~:a ~ e,~ii \~,~ is f(j '" , III-reg " .;i,!3~.~ ~""" "[)l....S ': <:'I,J....."d ,.,.....i",,~'e:! W. i!J;jl'l ~"!ij" a:..; .., ,. r- ~"~tS " "~'" UJ~~ ..~:~" :i~ ::t: l::! ;5',2 )1 u ~ o 00 . ~ E . ~ .... z: 4J 1JS to: .... ." '" => o >- .... => ~ ~ o <P =:J 0 Ul -I-l.:C 0 (IJ .j...J- II) e"'C.... 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C/l ~o. 0 r-cV)......Q.IU<LIOJQUVI S-lIlCa. ~ ~lO~O::C-o_ lIlCUf,...~::JIOWCU)(Q..c IDO ......0 ......m~z II-OQ.lC ~~.~~f~f,...bffi-iWe~~<I>E~-g"OI::'bIO<I>~~~~~~~g WC+I ow l-O'--v>~C~"Ol1lWlO..O >,ws.... ......0010 .r ~~~~~8~fi~~B~.c''''''~~'5~w5~:1;~~~8fwu...a.~~ ~"""'::JQ.l~<VI~ ...... ......c,o-o ....... s....~e~+I...... I-~~I-Q.l ~ COlCIO <1>1- .j-J''-::JID~S-1-~100ElOm<l>r-WUIOZ>~C >::JW~~r--""'" Z:P_~O~W~Q.l LEf,...EI-QJ~wUEW_..-~ C10~E'r-~S-ew~-o~.c::J~ .c.c~ O......IOU::l~m-EW::Jr ~u LmOOO_QJIDU...... O:::w........UUWIl-......Q........~O ~>U<I> WU~Q.l>~.cs..~~s....Q.lr-Q.l~=m~u.cc<I>IDf,...U~ID<I>~ID<1l ~lOoo-m~~~uVluV)~'OE+I=lIJlO+I......Q.l<l>O'~~~Q.l~L'\....U c' " ~ ~ ~ e .u) '> "' i5 E:J cO o ~ "Ii; " 00 5 @ 0."- ~'O - c 1'''' '" Ii; E "- " '" 0;"- ;;; " " ~ " ~~ o u .9 REV-1506 EX+ (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MARY M. ANDERSON FILE NUMBER 21-02-1158 Include the proceeds of litigation and the date the proceeds were received by the estate. AU property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Cash - Money Market Account at Raymond Jones - Acct. No. 42713401 VALUE AT DATE OF DEATH $38,289.13 2. Mink stroller $750.00 3. Jewelry $0.00 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $39,039.13 REV-l1j09EX + (1-97)(1l COMMONWEALTH OF PENNSYLVANIA INHERITANCE T M RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF MARY M. ANDERSON FILE NUMBER 21-02-1158 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Michael Murphy 643 BHlel Drive, Mechanlcsburg, PA 17055 Nephew B. c. JOINTLY-OWNED PROPERTY: ITEM LETTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH %OF DATE OF DEATH FOR JOINT MADE Include name of financial institution and bank aCCOI,.Inl number or similar identifying number. DECO'S VALUE OF NUMBER TENANT JOINT Attach deed {or jointly-MId real estate. VALUE OF ASSET INTEREST DECEDENrSINTEREST 1. A. Fulton Bank J?r;~ $14,281.12 50.0% $7,140.56 Aevr ~ J 2a /-- TOTAL (Also enter on line 6, Recapitulation) $7,140.56 (If more space is needed, insert additional sheets of the same size) REV-1611 EX + (1-97X1) ,- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MARY M. ANDERSON FILE NUMBER 21-02-1158 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthennore Funeral Home $7,861.20 Funeral luncheon $428.56 Grave Lot Purchase $600.00 parthemore Funeral Home. Additional Bill for ObitUary. Advertisement $133.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Michael Murphy $9,250.00 Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 643 Billet Drive City Mechanlcsburg State PA Zip 17055 - Year(s) CommIssion Paid: 2003 2. Attorney Fees - Rupp and Meikle $5,479.85 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees $275.00 5. East Pennsboro . Ambulance Service $34.00 6. Muscalu5 Fur - Appraisal Fee $25.00 7. Purchase of checks $14.00 8. Anderson - Patel - Physician's Fee - Last Illness $13.46 9. H & R Block - Tax Return Preparation $168.00 10. Memorial.~Roman Catholic Diocese of Harrisburg $1,425.00 TOTAL (Also enter on line 9, Recapitulation) $25,707.07 (If more space is needed, insert additional sheets of the same size) ~ @) @) 'Petit ""~ 4669 JONESTOWN ROAD HARRISBURG, PAc 17109 PHONE: 545. 9878 2/3/2003 This is to Certify WE HAVE THIS DAY EXAMINED AND APPRAISED THE Natural Autumn Haze Mink Stroller- Female pelt Origin: United States Length: 33 inches Sweep: 73 inches Collar: Wing Sleeve: Semi-Dolman Monogram: MMA FOR THE ESTATE OF: Mary Anderson c/o Michael Murphy Mechanicsburg PA 17055 HAVE DETERMINED ITS PRESEN'l' CASH VALUE TO BE: MUSCALUS FURS $ 750.00 .' Per ::;~;:}:i:;:;:;2~:~.:............._...... @) @) SALES CONTRACT AND TEMPORARY BURIAL AGREEMENT , _ Diocese or HarrIsburg fm Post Office Box 3651 .' Hanisburg, Pennsylvania 17105 Office of Cotholic Cemeteries DATE / .>, //.c /' /'>...~.-("') ,-::. ,t' <0- ,/" ~, . - .' . CEMETERY C'l.i /'<: - / /;/: -L/ NO. AIN A:' PIN_ SALESMAN NO. EASEMENT NO. , .'~ ~f"/ ""')' < /t'?V(CJ-......,.. ,./';;)V FAMILY PROTECTION ~TATE A, ZIP CODE /' /rcS"J' P $ ,fc1C- <0 1. rice............................. ,.ja:';./,' --H-- NAME /;(/; <,>.//,;':' / c/ /1:1't'/A::>;'.yj PHONE ( / -' 1./ ..J _ _,r' ~;') ADDRESS r;' /_;, ;(.:,c/ /J c " .<.Iie_. -'10'~',< //:".A-'>/~0~"A~1.,..- CITY / Interment Spaces . . . . . . @ $ ~ /),'.<5 ....rf:>l' 2. Down Payment . ., . . ., . . . . . . . . . . " . . . Bronze Memorials . . ..'. . . @ $ 3. Unpaid Balance (1.2) ..... . . . . . . . . . . . . . Size 4. Finance Charge. . . . . . . . . . . . . . . . . . . . . . 5. Deferred Payment Amount (3+4) . . . . . . . . . . 6. Total Price (1+4) . . . . . . . . . . . . . . . . . . . . . 7. Approximate Monthly Payment. . . . . . . . . . . 8. Number of Monthly Payments. . . . . . . . . . . . 9. First Monthly Payment Due ............. 10. Annual Percentage Rate Foundations. . . . . . . . . . . . @ $ Burial Vaults. . . . . . . . . @ $ Crypt Spaces . . . . . . . . . @ $ Other........................... ..$ Section .....=? Lot ,f, &; Gravels) S ~-- ." ;roN::.- 61'/&;'//1/ "'r /;J-/...kd" i)). /lA/-Q€//St'Jd 90 Days Terms: Cash Block Crypt( s) Selection must be made within 30 days or cemetery will make choice. Installment ~" ; f.>\~:"~ '.'. 1 '.1"1 ..') ~J i AIR ,frYUu ,i.LJ6', "YJ _ The payment is due on the date stated above and the remaining payments on the same day of each succeeding month. Buyer may prepay in advance the full amount due without penalty and will be entitled to a proportionate refund of the unearned finance charge. Upon default in the payment of any installment due hereunder for a period in excess of one hundred twenty (120) days, Seller may, at its option, void this agreement and retain all payments made by Buyer as liquidated damages. Buyer hereby acknowledges receipt of an exact executed copy of this agreement at the time of execution hereof. Before any burial is permitted in this lot, or any memorial placed on this lot, the price of the grave and memorial must be paid in full. - The Purchaser(s) agree(s) to abide by all rules and regulations of the cemetery now in force as well as any rules and regulations which may hereafter be adopted. Said rules and regulations may be seen upon request at the Seller's office. _ Upon fulfillment of the conditions of this agreement and receipt of all the above described payments, Seller agrees and binds itself to convey to the Buyer, by its cemetery easement, for interment purposes only, the above mentioned number of sites. YOU. THE PURCHASER. MAY CANCEL THIS TRANSACTION AT ANY TIME PRIOR TO MIDNIGHT OF THE THIRD BUSINESS DA Y AFTER DATE OF THIS TRANSACTION. SEE THE ATTACHED NOTICE OF CANCELLATION FORM FOR AN EXPLANATION OF THIS RIGHT. BY /."';.,-' . -;./ f. ,:' ",'-" (Authoriied Representative) (Purchaser's Signature) ;.., </ ' NOT1CE: See other side for additional information, (Co-purcl1aser's Signature) BP/5900 . . Parthemore Funeral Home & Cremation Services, Inc. P.O. Box 431 1303 Bridge Street New Cumberland, P A 17070-0431 (717) 774-7721 Mr. Michael J. Murphy 643 Billet Drive Mechanicsburg, P A 17055 Statement For the services of Mary M. Anderson DATE 3/28/2003 AMOUNT DUE AMOUNT ENC. $133.20 DATE TRANSACTION AMOUNT BALANCE 12/31/1998 Balance forward 0.00 12113/2002 1NV #62 133.20 133.20 ,RENT 1-30 DAYS PAST 31-60 DAYS PAST 61-90 DAYS PAST OVER 90 DAYS AMOUNT DUE , DUE DUE DUE PAST DUE \ 0.00 0.00 133.20 0.00 (";~33.20 /' pc9 <Q 3111/ , don', h..itat. to .aU our o!fi.. if w. may h. of ...i.ta.... Thank YOUJv ( 60 r A Family Tradition Of Caring PARTHEl\t;J2B;t,:200funeral Home & Cremation Services, Inc. Mr. Michael J. Murphy 643 Billet Drive Mechanicsburg, P A 17055 1303 Bridge Street The Funeral Service for Mrs. Mary M. Anderson P.O. Box 431 W' I . h nfid ha 1 ed' d '11' . . e Sillcere y apprecIate t e co I ence you ve p ac ill us an WI contillue to aSSIst you ill New Cumberland. PA 17070 1 1 fr 'f h ., d thi every way we can. P ease fee ee to contact us I you ave any queshons ill regar to S (717) 774-7721 statement. (Fax) 774-5546 THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTr,E www.parthemore.com EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. Cash Advances Certified Copies of Death Certificate . Clergy Honorarium Flowers . Organis~ . Bruce R. Parthemore, Soloist.. Pre-Need Coordinalm; CPC Altar Servers Hairdresser . Tent & Cemetery Equipment ,-~~..w~"-~'~'-~--'~'~~---'~--.o-eath'Notice. Harrisburg Patriot TOTAL CASH ADVANCES AND SPECIAL CHARGES . Gilbert W. Parthemore. Founder Gilbert J. Parthemore. Supen:isor Stephen K. Parthemore. CFSP Professional Memberships: NFDA . PFDA DeFDA . eCFDA G~ 711eRllk }(>l/KIJ(J": Tlw P<'oJ>le )'011 Trust Faeili9',Staff, and Equipment Traditional Service . . . . . . . . . . . FUNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: Solid Poplar Casket . . . . . . . . . . . . . . . . . . . . . 12 Ga. Std. Steel Vault . . . . . . . . . . . . . . . . . - . . THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDiSE THAT YOU HAVE SELECTED . . . . . . . . . . . . . $4565.00 $4565.00 $1799.00 $789.00 $7153.00 Total Total Cost. . . . . . . . . History 12/16/2002 Immediate Pay Discount . 12/\6/2002 Payment, Check #62\3 -- Thank youl 12/16/2002 Payment, Check #6214 -- Thank you! TOTALAMOUNTDUE. . . . $20.00 $150.00 $\30.00 $75.00 $50.00 $15.00 $35.00 $100.00 $133.20 $708.20 . C'.' ;7~~1.~~) -_.--~ $-143.06 $-575.00 $-7009.94 $133.20 The statement is net and payable in full on or before January 15,2003. The unpaid balance over 0 days is subjected to a 1.25 % service charge per month ~ 15.0000 % per annum. 1"Mr0 if.- {1, CfV'- \ rl .~ ,/ /' / gj-'\)" Ul-- ~~:~~~._~:~ '--"'"....14.:r~::: ~;.~~-, ,LLL" "P. tL.';'::' ~~;'_'1it._ "..zJ. J::..:..,';,..,'..'''-y-- "_~'~__ Mrs. Mary M. Anderson Page 1 REV_1512EX+(1_97)(1) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTA.TE OF MARY M. ANDERSON FILE NUMBER 21-02-1158 Include unreimbursed medical expenses. ITEM NUMBER 1. Bethany Village - Personal Care DESCRIPTION AMOUNT $981.00 2. Verizon - PhOne Bill $88.09 3. Comcast - Cable Bill $13.56 4. VISA - First Card - Credit Card Bill $951.63 5. Visiting Nurse Association - Nursing Care $208.00 6. F~I Card Visa - Credit Card Bill $9.30 7. Raymond C. Grandon. M.D. $29o.s6 TOTAL (Also enteron line 10. Recapitulation) (If more space is needed. insert additional sheets of the same size) $2.542.14 REV-1513 EX.. (9-00}) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF MARY M. ANDERSON FILE NUMBER 21-02-1158 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Theresa Love}oy, 21 ChestnutHlII Road, OHlsburg,.PA 17019 Niece Mink Coat and 1/3 residual 2. Patrtcla Shannon, 46843 Redfox Court, SterlIng, VA 20165 Niece Jewelry and 1/3 residual 3. Michael J. Morphy, 643 Billet Drive, Mechanlcsborg, PA 17055 ~ 113 residual ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET tl. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00 (If more space 1s needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF MARY M. ANDERSON I, MARY M. ANDERSON, of 2905 Winchester Drive, Apt. 502, Camp Hill, Cumberland County, Pennsylvania, 17011, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any time heretofore made. ITEM 1- It is my desire that my funeral services be conducted by Jesse H. Geigle Funeral Home, Inc., 2100 Lingelstown Road, Harrisburg, PA 17110. ITEM 11- I give and bequeath my mink coot and my jewelry to my two nieces, THERESA LOVEJOY and PATRICIA SHANNON. It is my desire that they agree on the items each shall receive. In the event they cannot agree, then the items shall become a part of my residual Estafe. I .. I 7;I./)1UZ mhas_ , . l r ITEM 111- All of the rest, residue and remainder of my property, real, personal and mixed, I give, devise and bequeath to my nephew and nieces, MICHAEL J. MURPHY, THERESA LOVEJOY and PATRICIA SHANNON, share and share alike. ITEM IV - In the event any of my nieces or nephew predeceases me, I give her or his share, as the case may be, to her or his spouse, ITEM V - No interest of any beneficiary under this Will or any Codicil hereto shall be subject to anticipation or to voluntary or involuntary alienation. ITEM VI - I name as my Executor, my nephew, MICHAEL J. MURPHY, In the event he predeceases me or is unable to serve, I name my niece, THERESA LOVEJOY, as my Successor-Executrix. ITEM VII - I give to my Executor-Executrix the power to sell real estate and all of the powers now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular, in the Pennsylvania Probate, Estate and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my Estate. Initial~ 2 ITEM VIII - All federal, state and other death taxes, payable because of my death with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered part of the expenses of the administration of my estate and shall be paid from my estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my Executor-Executrix may think proper, regardless of whether such taxes are then due. ITEM IX - I direct that my Executor-Executrix be adequately compensated for his or her services. IN WITNESS WHEREOF, I MARY M. ANDERSON, have hereunto set my hand and seal this 2 7 ~ay of February, 2001. 1~~RSON Witnesses: .\ , I . j- tuni VI} residing atJ..YcJ5 wdlldu"feV' D,.'j,-o{,- e IjJl jJJ!' / I r ) ( / residing at 3 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND WE, MARY M. ANDERSON, a Q. "'~+- <Sf? l/'"V"r , the TESTATRIX and WITNESSES whose and g),/.l(1IilO tSR ""''r names are signed to the attached or foregoing 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 had signed willingly (or willingly directed another to sign for her), and that she executed it 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 witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. 7rJ~l!!~~::~ WITNESSES: _:lJ :f7t: 1J~- fLM6 Subscribed, sworn to, and acknowledged before me by MARY M. ANDERSON, the Testatrix, and subscribed and sworn to before me by (~~ ~ and fdO<..lX1J. ~ ' witnesses, this :J.. 7 w.. ay of 7'- ~~ 2001. :i~~.Ron NOTARIAL SEAL SAUNDRA RADLE, Notary Pubflc FalfYiew Township. York eou., on &nlres J8ft. A': COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ `~3yU.REA~IOFINDIVIDUALTAXES ~, UCPT.28D601 ~~ HAPgISBURG, PA 17128-0601 c RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-961 N0. CD 003242 RUPP RICHARD C ESQUIRE PO BOX 395 355 N 21ST ST SUITE 205 CAMP HILL, PA 1701 1 ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: ssrv: 2oi-is-3543 FILE NUMBER: 2102-1 158 DECEDENT NAME: ANDERSON MARY M DATE OF PAYMENT: 1 1 / 1 4/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/ 1 3/ 2002 AMOUNT 101 ~ S 24, 604.10 TOTAL AMOUNT PAID: S 24, 604.10 REMARKS: MICHAEL J MURPHY EXECUTOR-C/O CORRECTED RECEIPT WRONG ESTATE SEAL CHECK#1005 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CJURI2E7CPID RF~CEIPT CD 003242 WIDID R'DCEIPT CD 003227 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE _ rBUREA~ OF INDIVIDUAL TAXES ~ I?EPT.26D6D1 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 003227 WRIGHT JEFFREY LYNN JR 130 W GREEN ST MECHANICSBURG, PA 17055 told ESTATE INFORMATION: ssN: zoz-4s-s2os FILE NUMBER: 2102-0158 DECEDENT NAME: WRIGHT ROBIN M DATE OF PAYMENT: 1 1 / 14/2003 ~ POSTMARK DATE: 00/00/0000 (~~ v COUNTY: CUMBERLAND DATE OF DEATH: 01 /22/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $24,604.10 TOTAL AMOUNT PAID: REMARKS: JEFFREY LYNN WRIGHT JR SEAL CHECK#1005 INITIALS: JA RECEIVED BY: DONNA M. OTTO S 24, 604.10 DEPUTY REGISTER OF WILLS REGISTER OF WILLS wIDID RDCEIPT ® 003227 I~TnT R'DCEIPT ®003242 NEu~?ecei~~ L1J 3a ~~ Received of , , C/O Address ~~~~~_ o~ ~_~~-~D~ Page No. Estate No.o~/-Oa - 158' Estate of Social Secwity No. o~ Oa - t.~ ~ _ Died I -aa. - O ~ Paid ~ ~ - 1 ~ - tr° Postmark Date --~ ACN 1 1~ i ' .-, ~_. ~- ,_, '' -- T~ ~~ ~rt~~ 1 r~ Check # 1 4b5 Int. ~,, A i ~ ~ c: BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-6661 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX hr . , .`:S RICHARD C RUPP ESQ ~04 rE~ 25 ~ ~ :3~ RUPP 8 MEIKLE 355 N 21ST ST STE 205 ~ ~~ ~ , - -;;putt CAMP HILL PA 1~{1~1Ud,.'..;.:::~ '~~•~ PA REY-1547 E% RFP (O1-OS7 DATE 01-12-2004 ESTATE OF ANDERSON MARY M DATE OF DEATH 12-13-2002 FILE NUMBER 21 02-1158 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-031 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ANDERSON MARY M FILE N0. 21 02-1158 ACN 101 DATE 01-12-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 146 , 096 .75 credit to your account, 3. Closely Held Stock/Partnership Interest [Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 39,039.13 tax payment. 6. Jointly Owned Property (Schedule F) (6) 7,140.56 7. Transfers (Schedule G) (7) .00 8. Total assets (g) 192, 276.44 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) 25,707.07 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,542.14 11. Total Deductions (11) 28.249.21 12. Net Value ofi Tax Return (12) 164,027.23 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 164, 027.23 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) • 00 X 00 __ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 . .00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 164,027.33 X 15 - 24,604.10 19. Principal Tax Due (19)= 24,604.10 TOY f_QFt1TTC. DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 11-14-2003 CD003242 .00 24,604.10 rsHLHn~t ur unrAlu 1NItKt51/F'tNALTY A5 OF ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 11-15-2003 TOTAL TAX CREDIT 24,604.10 BALANCE OF TAX DUE .DO INTEREST AND PEN. 208.99 TOTAL DUE 208.99 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying an or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or far years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: Tc fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S. Section 91407. PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / ar speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing te: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%] discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the sane time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent hefore January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .OD0192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the data of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must he calculated. f e~' Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 RUPP RICHARD C P O BOX 395 355 NORTH 21ST ST SUITE 205 CAMP HILL, PA 17011 RE: Estate of ANDERSON MARY M File Number: 2002-01158 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within 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 will become delinquent on: 12/13/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS ~. c c: F i l e ~~{ ~r~: , Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name ofDecedent: r1~~/~. ~ ~~ ~/~~r.le ~~~ Date of Death: ~ Z - l J - ©Z- ~i ~i~ Will. No.: Admin. No.: ~ ~ v~~ --~1/Sg Pursuant to Pule o'.12 of the Supre~x~e Court .Orphans' Court Rules,l rep®rt the following with respect to completion of the administration of the above-captioned estate: State whether 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: 1 ' 3 1 _ D .~ 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 n 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 n c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be .led with the Clerk of L~lie Orphans' Court and maybe attached to this report. Date: ~ Z ~Q I6 Signature ~ r ~~ ~~ ~'~ ~~ u~Pfif Name ~ ~3 ~ ~ ~~ r ~ .~12 Address y~-'iCCIt~9fJ I c S ~j v12G r r71~ I ?4 S Sr r ~~? ~~n1~~3~-6`-~ ~,~Telephone INTO. Capacity: I Vf ~ ersonal Representative Counsel for personal representative ~/° STATUS REPORT UNDER RULE .6.112 Name ofDecedent: ~~~~ m ~ ~~`~~ S dM Date of. Death: ~ Z - ~ 3 -D 2 Will No.: ~ - ~ 0 Z ~' ~ ~ ~ Admin. No.: Pursuant to Pule 6.12 of the Supreme Court .Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No II 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 x No n 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 II Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and maybe attached to this report. ~.~~ Signature Name C~ ~ 3 ~ ~ ~~ET ~2 ~S Address ~'vl E C(~-~q M (C ~ ~ ~~ ~C ~ l1- (~ ~ ~ l~ 7~~-3z~5 Telephone INTO. Capacity: ~. Personal Representative Counsel for personal representative IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARY M. ANDERSON Late of Lower Allen Township Cumberland County, Pennsylvania Estate No. 21-02-1158 RECEIPT, RELEASE AND REIMBURSEMENT AGREEMENT of MICHAEL J. MURPHY, Executor BENEFICIARIES: Date of Death: Letters Granted: MICHAEL J. MURPHY PATRICIA J. SHANNON THERESA A. LOVEJOY December 13, 2002 February 11, 2003 -, ~. ,, '' _r~. ,,~ -- c :, ~~ ESTATE OF IN THE COURT OF COMMOM PLEAS CUMBERLAND COUNTY, PA MARY M. ANDERSON ORPHANS' COURT DIVISION ESTATE NO. 21-02-1158 RECEIPT, RELEASE AND REIMBURSEMENT AGREEMENT WHEREAS, MARY M. ANDERSON, late of Lower Allen Township, Cumberland County, PA, died testate, on December 13, 2002; WHEREAS, Letters of Administration on the estate of said MARY M. ANDERSON were duly issued by the Register of Wills of Cumberland County, PA unto MICHAEL J. MURPHY on February 11, 2003; WHEREAS, MICHAEL J. MURPHY as Executor of the Estate of Mary M. Anderson has gathered the assets of the Estate which consist of personal property as disclosed to the parties; WHEREAS, the debts and deductions, including payment of the PA Inheritance Tax in said Estate as well as the payment of Federal and State Income Taxes, have been paid; WHEREAS, it is the desire of the undersigned that distribution be made without the formality of an accounting, and the said MICHAEL J. MURPHY, is willing to make such distribution upon receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, KNOWN YE THAT WE, MICHAEL J. MURPHY, PATRICIA J. SHANNON, and THERESA A. LOVEJOY, the residual beneficiaries of the Estate of Mary M. Anderson, do hereby acknowledge that we have this day had and received from the aforesaid Executor in full and fmal satisfaction and payment of all sum of money and/or stock, the amount of distribution which is set forth next to our names on the attached Exhibit A, which is a statement of the distributions of the Estate of MARY M. ANDERSON; In consideration of the delivery to us of the distribution as aforesaid, for ourselves, our heirs, executors, executrixes and assigns, we do remise, release, quitclaim and forever discharge MICHAEL J. MURPHY, individually and as Executor of the Estate of MARY M. ANDERSON, from any and all actions, suits, payments, accounts, claims, and demands whatsoever or by reason of his administration of the Estate of MARY M. ANDERSON, deceased, hereby agreeing that the Orphans' Court Division of the Court of Common Pleas, Cumberland County, may, by its decree, confirm the said account and discharge MICHAEL J. MURPHY. We further agree to indemnify and hold harmless MICHAEL J. MURPHY from any and all claims, loss, liability and damage which he may suffer or to which he may be subjected by reason of the settlement of this account and distribution of the assets of the Estate of MARY M. ANDERSON without Court approval. We further declare it is our intention to be legally bound by the execution of this instrument and do hereby covenant and agree with the said Executor that should any liability come known against the Estate of MARY M. ANDERSON after the signing of this Agreement, we will satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the Estate of MARY M. ANDERSON, deceased, or the aforesaid Executor in his capacity as such after the signing and delivery of this Receipt, Release, and Reimbursement Agreement. WI SS: _-~ MICHAEL J. ecutor f Estate of Mary M. Anderson & Ben ficiary _' PATRICIA J. SHAN~QON, Beneficiary i ~ . ~~ THERESA A. LOVEJOY, iary AFFIDAVIT On this, the o7J~ day of G212.Gr ,2005 before me, a Notary Public, personally appe ed MICHAEL J. MURPHY, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereto set my hand and official seal. SEAL: ('.e:c~n-~iLlk. ~ GZ~G~X~ Notary Public My commission expires Q/12, . ~ 7 a~ 9 Tx of PENr~nv~ Tartuu, s~ l~AU11DRA RatH.E. Ibta~ tMblic f~iwi~r Towasbip Ywk ~ E~ ii.1~71 209 ~, . ., ~ ~, w ~;k AFFIDAVIT On this, the ~_~~_day of ~ ~ _,2005 before me, a Notary Public, personally appeared PATRICIA J. SHANNON, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereto set my hand and official seal. SEAL: ~ ~~/ /~. Notary Public My commission expires ~ / 2 -r~U S AFFIDAVIT On this, the 17 ~ day of ~~ - ,2005 before me, a Notary Public, personally appeared THERESA A.LOVEJOY, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereto set my hand and official seal. SEAL: ~~=~%Y--~~ Notary Public Notarial Seal Daniel J. Albert, Notary Public My commission expires ~ / Z~ / ~ ~ Warrington Twp.. York County My Commission Expires Mar. 26, 2006 AAerr~ber. PbrneyNarda Assodauor- a Wofaeies EXHIBIT A Statement of Distributions of the ESTATE OF MARY M ANDERSON 1. Stock in Raymond James Account AT and T Corporation AT and T Wireless SVCS Bell South Corporation Comcast Corporation New Class A NCR Corporation Quest Communications International SBC Communications Verizon Communications Vodafone Group PLC 2. Cash After Expenses 3. Property -Mink Stroller Distribution Number of Shares Value 221 $6,083 356 $2,304 1,044 $27,034 358 $8,320 37 $889 411 $1,751 1,949 $50,479 1,004 $38,729 580 $10,504 $990.10 $750.00 Stock Theresa Lovejoy Patricia Shannon MichaelMurphy Total Bell South Corp. 348 348 348 1,044 Comcast Corp. New Class 119 120 119 358 NCR Corp. New 13 12 12 37 Quest Communications 137 137 137 411 SBC Communications 650 650 649 1,949 Verizon Communications 335 335 334 1,004 Vodafone Group PLC New 193 193 194 580 A.T. and T. 74 73 74 221 A.T. and T. Wireless 119 119 118 356 Cash and Property Patricia Shannon $495.10 Theresa Lovejoy $494.10 and Mink Stroller . ~ PUREAU OF COLLECTIONS & TAXPAYER SERVICES PO BOX 281041 HARRISBURG PA 17128-1041 MICHAEL J MURPHY 643 BILLET DR MECHANICSBURG, PA COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~, . ~ ~~ ~ ','' ~ JUN _1 ~ 2000 17 0 5 ~ ~-, ,~.: .~ .. - ~,~, __ ,.,.~(.. ~,Uk i~1~ ~,~~•NI :S atS':~F 1 ~:~LU a .~.t-~ v, ~ y~ Dear MICHAEL J MURPHY: DATE 6/16/2006 Estate of: REV-870F0 AFP (04-06) ANDERSON MARY M Date of Death: 12/13/2002 File Number: 21 0 2 - 1 15 8 ACN(s): (See Reverse Side) This is to advise you that the above estate is in a delinquent status. According to Department records the estate is still not settled. As of this date, you have failed to respond to prior contacts to resolve this matter. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by the personal representative, transferee, or beneficiary of the estate within nine months of the decedent's death. The Department's records show that this estate remains open because: CURRENT TAX LIABILITY OF $ 208.99 INCLUDING INTEREST CALCULATED TO 7 / 11 / 2 0 0 6 HAS NOT BEEN PAID. Accordingly, you are directed to pay all tax due including interest within ten days from the date of this letter. If you fail to comply with this directive, your case will be referred for local enforcement and may result in the filing of a citation by this Department with the -.., Orpha~~s' Court DivisioYi of the Court of Common Fleas, requiring you to appear in£d~~-t to `" V_, show cause for your failure to comply with the law. In order to protect the Commonwealth's f_.-. interest, the Department of Revenue may also file a lien in cumber 1 a n d county . ~-~= - ;~, Under Act 40 of 2005, additional collection costs including but not limited to fees of_up `~ to twenty-nine percent (29%) of the amount due, and attorney fees incurred in securing: payment, maybe imposed on any liability not paid prior to referral to a collectiot -- agency or contract counsel. - rv MAKE CHECKS PAYABLE TO ~ Sincerely, `~ REGISTER OF WILLS, AGENT Harrisburg Call Center Any questions regarding the tax liability of this estate, please cc: CONTACT: Harrisburg Call Center (717) 783-3000 TDD# 1-800-447-3020 (Service for _:. -~, -~ -~ taxpayers with special hearing and/or speaking needs) DATE: 6/16/2006 Page 2 Estate of: MARY M ANDERSON Date of Death: 12/13/2002 File Number: 2102-1158 PLEASE SUBMIT A COPY OF THIS PAGE WITH YOUR PAYMENT. ACN Tax Interest Penalty Total 101 0.00 208.99 0.00 208.99 COfo7MONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, FA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 007007 MURPHY MICHAEL J 643 BILLET DRIVE MECHANICSBURG, PA 17011 ------ fold ESTATE INFORMATION: ssnl: 2oi-is-3543 FILE NUMBER: 2102-1 1 58 DECEDENT NAME: ANDERSON MARY M DATE OF PAYMENT: 07/24/2006 POSTMARK DATE: 07/21 /2006 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/ 1 3/ 2002 REMARKS: MURPHY MICHAEL AJW CHECK# 8805 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $208.99 TOTAL AMOUNT PAID: INITIALS: AJW REV-1162 EX(11-96) 5208.99 GLENDA EARNER STRASBAUGH RECEIVED BY REGISTER OF WILLS REGISTER OF WILLS w v W :. _: ~ o ~~- z ~ r - ~ do - .. ~ ~. N - ~ va ~ . = ~ ?' h `' .. __ ~~ V y- ~ .,R~ ~ O ~ V o_ N ~ .-~~ ~ ~.r, _: ~ X cr? '_ ~ ~.~ ~ 1 ~ ~~. L / ^ / ~ ~ ~ ~ ` ~ _~ ~ Q ~ a .9~ ; ~ ` 0 p ~ + m Y ~ ~ ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL raxes INHERITANCE TAX IHHeRIrANCe TAx nlv1s10H STATEMENT O F ACCOUNT PO 80X 280601 HARRISBURG PA 17128-0601 RICHARD C RUPP ESQ .,. RUPP & MEIKLE 355 N 21ST ST STE 205 CAMP HILL PA 17011 DATE 08-14-2006 ESTATE OF ANDERSON MARY M DATE OF DEATH 12-13-2002 FILE NUMBER 21 02-1158 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ E-- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ~~(~( ESTATE OF ANDERSON MARY M FILE N0. 21 02-1158 ACN 101 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATETESHO N BELOW 06 IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-12-2004 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): P DATE T NUMBER INTE EST/PEN PAID C-) AMOUNT PAID 11-14-2003 CD003242 .00 24,604.10 07-21-2006 CD007007 208.99- 208.99 24,604.10 TOTAL TAX CREDIT 24,604.10 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top porticn of this Notice and submit with ycur payment made payable to the name and address printed on the reverse side. If payment if for a RESIDENT DECEDENT, make check or manes order Payable to: Register of Wills, Agent If payment if for a NON-RESIDENT DECEDENT, make check ar money order payable to: Commonwealth of Pennsylvania Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate taunts, or the issuance of an Orphan's Court citation. REFUND (CR7: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available online at www revenue state.aa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-SOO-447-3020 (TT only). REPLY TD: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.D. Box 280601, Harrisburg, PA 17128-0601, phone (717] 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine [9) months and one (1) day from the date of death, to the data of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) Percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2006 are: Interest Daily Interest Daily Interest Daily Rate Factor Year Rate Factor Year Rate Factor Year 2001 9% .000247 1982 20'/, .000548 1988-1991 11% .000301 .000247 2002 6% .000164 1983 16% .000438 1992 9% 1993-1994 7% .000192 2003 5% .000137 1984 11% .000301 .000247 2004 4% .000110 1985 13% .000356 1995-1998 9% .000192 2005 5% .000137 1986 10% .000274 1999 7% .000219 2006 7% .000192 1987 9% .000247 2000 8% --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If payment is made after the interest computation data shown on the Notice, additional interest must be calculated. ,~ _~