HomeMy WebLinkAbout04-1086PETITION FOR PROBATE and GRANT OF LETTERS
Estate o/:Tht-{~b F AiCaaFFt~F. ,Jr.
also known as Ti~o,TIO~ Fc-~f' ' To:
, Deqeased.
Social Security No. ~'~(~0 - ~ - .~ ~t ~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or ol~er an the exe~? ~ K
in the last wilt of the above decedent dated ~t{.~W ~Z t'~ 13
and codic (s) dated '
Register of Wills for the
County of ~ in the
Commonwealth of Pennsylvania
_ named
19_,
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (~i.A tW3 [Dc~ U JO FI d
h I .5 last famil× or principal residence
~' d ~ , ~ . (~ounty, Pfl, nnsylvania, with
(list street, number and muncipality)
De..cendent,?en '~2. years of age, dig~ Ge:ko'cc' 2'g ge>O'4 ,19
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopteci
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ ' ~W C'.'OO
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania
WHEREFORE, petitioner(s) respectfully request(s) the prqbate of the last will and codicil(s)
presented herewith and the grant of letters T~ 2't~;Lr-Y3 (;!(I'FO~rI,.] i
theron. (.testamentary; administ~[tion c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
:~OMMOlqWEALTH OF PENNSYLVANIA
COUNTY OF CU~)q/e,E/l~.Ld'~qt,~ ) ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition a~e
true and correct to the best of the knowledge and belief of petitioner(s) and that as p sonal re rese
tative(s) of the above decedent petitioner(s) will well. nd/truly admjni.ster the ~stt;J~dording tP;
~Sw. orn to?.r afflg~ed and subscribed ~~
oetore me tins ~ day of ~
Estate0f Ttqcmd5 F Alexar~cl~G ~ ~t~
,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
the reverse side hereof, satisfactory proof haviug been presented before me,
IT IS DECREED that the instrument(s) dated /1 (,~i"~ L(_5 '[ /-- 2 , I ~ £[ -/
described therein be admitted to probate and filed of record as the last will of
and LeTters I aOT~,'3~ ~ B ~ '~
are hereby granted to P[15('~l~t L ti/tttt[~t
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
Filed ~ ¢},". · 2.5, f. ~ ......................
Register of ;Vills i~;' ' / i' /)'(/.l..~'{ ,'C"
AJ~I-ORNEY (Sup. CL I.D. No.)
ADDRESS
PHONE
CT ~ 9 200~
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH - VITAL RECORDS
CERTIFICATE OF DEATH
Thomas F. Alexander Jr. 2 Hale 3500 -- 24 --3294
/27/1932 t. Louis HO ......... [~ E~o~,,.,~ [~ ~o^0
Cumberland S. Hiddleton ~d Cumberland Crossings No[]
F. Alexander Sr. ~9. Virqinia Mader
Deborah Alexander-Mul len
~24~ Old Stonehouse Rd. Carlisl(
om~ds~ ~ 10/29/2004 ~ollinger Crematory~Holly Springs,PA
~Oct. 28~04 i
WILL
. THOMAS FOSTER ALEXANDER, JR., of 2065 Ritner Highway,
mmberland County, Pennsylvania, declare this to be my
id revoke any will previously made by me.
Carlisle,
last will
PEM ONE: I direct that all my debts and funeral expenses,
lcluding my gravemarker shall be paid from my residuary estate as
s)on as practicable after my decease as a part of the expense of
~e administration of my estate.
TWO: I, give, devise and bequeath my entire estate as follows:
I give, devise and bequeath any automobile that I may own at
the time of my death to my son, THOMAS F. ALEXANDER, III.
I give, devise and bequeath the remainder of my estate
equally, share and share alike, per capita, to my children,
DEBORA/q L. MULLEN, DEIRDRE M. DERICK, THOMAS F. ALEXANDER,
III, GREGORY R. ALEXA/qDER, DAWN M. ALEXANDER, and DODI L.
ALEXANDER.
EM THREE: In the event that my children, THOMAS F. ALEXANDER,
[I, and/or DODI L. ALEXANDER, are residing at the time of my death
any real property that I may own at the time of my death, then
direct my Executor to permit them to continue to reside in the
~sidence up to a period not to exceed nine (9) months from my date
death. I direct that my Executor take this factor into
nsideration with respect to any sale of my real property.
~EM FOUR: I appoint my daughter, DEBOPJkH L. MULLEN, Executrix of
t~Is my last will. S~hou!d =h~ ~il t~ ~-~]i~w ~r ~ ~n ~+ =~
~ecutrix, I appoint my son, THOM~AS F. ALEXANDER, III, to act as
E~ecutor with the same rights, powers and duties.
I~EM FIVE: Ail estate, inheritance, succession and other ta~es,
i ~osed or payable by reason of my death, and interest and
p ~nalties thereon, with respect to all property comprising my gross
e ~tate for tax purposes, whether or net such property passes under
t ~is will, shall be paid out of the principal of my residuary
e :tare, without apportionment or right of reimbursement.
PAGE ONE OF FOUR PAGES
rEM SIX: I direct that my personal representative or guardian
lall not be required to give bond for the faithful performance of
leir duties in any jurisdiction.
rEM SEVEN: In addition to the rights and
[duciaries by law or elsewhere in this will,
/ring the full time necessary and for the
~tate the following rights and powers to be
[scretion.
powers given to the
I give to my Executor
administration of my
exercised in his sole
To retain any real or personal property which may at any time
form a part of m9 estate so long as he or she deems it
advisable.
To invest in any real or personal property without
restrictions to legal investments.
To repair, alter, improve or lease for any period of time any
real or personal property and to give options for leases.
To sell at public or private sale, for cash or credit, with or
without security, to exchange or to partition real or personal
property, an to give options for leases.
To make distribution in kind.
To compromise claims.
W~NESS ~HEREOF, I have hereunto set my hand this ~ ~ day of
~'~ ~$~ , 1997.
THOMAS FOSTER A_LEXP/qD~, JR.
~e preceding instrument, consisting of this and three other
~ewritten pages, each identified by the signature of the Testator
is on the day and date thereof signed, published and declared by
~e Testator therein named as and for his last will, in the
:esence of us, who at his request, in his presence and in the
~esence of each other have subscribed our names.
PAGE TWO OF FOUR PAGES
~MMONWEALTH OE PENNSYLV~MNIA :
.' Ss
C ,UNTY OF CUMBERLAND :
Witnesses ~hose names are s~gned to 'the
attached or foregoing
lstrument being duly qualified according to law, do depose and say
hat we were present and saw the Testator sign and execute the
lstrument as his last will; that he signed willingly and executed
i as his free and voluntary act for the purposes therein
ipressed; that each of us in the hearing and sight of the Testator
gned the will as witnesses; and that to the best of our
owledge, the Testator was at the time 18 or more years of age, Of
und mind and under no constra'~nfluence.
orn and subscribed to
bi!fore me this ~ day
o: ~~ , 1997.
Notary Public~/
PAGE THREE OF FOUR PAGES
)~ONWEALTH OF PENNSYLVANIA :
: Ss
~UNTY OF CUMBERLAND :
Thomas Foster Alexander, Jr., whose name is signed to ~he
tached instrument, having been duly qualified according to l~w,
hereby acknowledge that I signed and executed the instrument las
last will; that I signed it as my free and voluntary act for ~he
rposes therein expressed.
S'~orn and subscribed to and acknowledged before me this
Notary Public ~/ -
Cidl~e Bmo. Cuml~Cdnd County, PA
FOSTER ALEXANDER, JR.
~ ~' CLay
PAGE FOUR OF FOUR PAGES
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
NameofDecedent: Thomas f. Alexander, Jr. a/k/a Thomas Foster Alexander,Jr.
Date of Death: October 28, 2004
WillN0. 2004-01086 Admin. No. 21-04-1086
To the Register:
I certify that notice of (beneficial interest) ~ required by Rule 5.6(~fce~abO~Perhan{,6C. our~ ~l~s was
served on or mailed to the following beneficiaries of the above-captioned estate on , :
Name
Deborah L. Mullen
Address
1558 Boiling Springs Rd., Boiling Springs,
Deirdre M. Derick P.O. Box 1103, South Orleans, MA 02662
Thomas F. Alexander, III 2065 Ritner Hwy., Carlisle, PA 17013
Gregory R. Alexander 60 Carlisle Rd., Newville, PA 17241
Dodi L. Alexander 2065 Ritner Hwy., Carlisle, PA 17013
PA 17007
Dawn M. Alexander 1558 Boiling Springs. Rd., Boiling Springs, PA 17007
N°ficehasnowbeengiventoallpersonsentifledtheretounderRule5.6(a) except
Date: 12/17/04
Capacity: __
Name Tricia D. Naylor
Ad,ess 104 S. Hanover St.
Carlisle, PA 17013
Telephone (719 243-7437
Personal Representative
X Counsel for persona/representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
Telephone
(717) 787-3930
F~(717)772-0412
July 28, 2005
LAW OFFICES OF
JOHN C. OSZUSTOWICZ
104 SOUTH HANOVER STREET
CARLISLE, PA 17013
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Estate ofTHOMAS F. ALEXANogR,
File Number 2104-1086
Dear Sir/Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 01/28/06. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
/). Sincerely,
~~.
Claudia Maffei, Supervi r
Document Processing Unit
Inheritance Tax Division
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ Alexander, Thomas F. Jr.
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
W 10/28/04 01/27/32
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W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
C
1Xl1. Original Return
o 4. Limited Estate
!8J 6. Decedent Died Testate (AlIach copy of Win)
o 9. lrtigation Proceeds Received
FILE NUMBER
21 04
01086
COUNTY CODE YEAR
NUMBER
SOCIAL SECURITY NUMBER
500-24-3294
THIS RETURN MUST BE FILED IN DUPLICATE WITH TH:
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of death after 12.12.82)
o 7. Decedent Maintained a living Trust (Attach copy of TNst)
o 10. Spousal Poverty Credit (date of death between 12.31.91 and 1-1.95)
o 3. Remainder Return (date of dgeth prior to 12.13-82)
o 5. Federal Estate Tax Return Required
JL 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AlIacl1 Scl1 0)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Tricia D. Na lor 104 S. Hanover St.
FIRM NAME (ffAppllcable) .
Law Office of John C. Oszustowicz Carlisle, PA 17013
TELEPHONE NUMBER
(717) 243-7437
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separata Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or l)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decadent, Mortgage Liabilities, & Liens (Schedule I) (10)
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)
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 Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
18S,OOO.01
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20,~
200,000.00
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18,163.58
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28,232.54
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246;396.12
(8)
46,018.65
12,377.46
(11)
(12)
(13)
58,396.11
188,000.01
(14)
188,000.01
x.O_ (15)
x .0 45 (16)
x .12 (17)
x .15 (18)
(19)
S,4S0.00
8,460.00
ell! CK Hf RL 11- YOU AHF RrUUI S liNG A HH IINll 01 AN OVI RPAYMl-Nl
Decedent's Complete Address:
STREET ADDRESS
2065 Ritner Hiahwav
CITYC ,. J
arIse
I STATEpA
I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
8,460.0(
9,800.00
Total Credits ( A + B + C ) (2)
9,800.0C
3. Interest/Penalty if applicable
D. Interest
E. Penalty
113.58
Total Interest/Penalty ( D + E ) (3)
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 (4)
113.58
1,226.42
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................... ........................................ ..... ..... ................. '" .............. ...... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designatlon? .............................. ............ .............,......,..,..,..., ,....., "" ,.,.,.."..., ...,..., ,., ".,.,..,... ~
. schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
of which pre r has any knowledge.
tAV It ~
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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, 99116 (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. 99116 (a) (1.1) (ii)l,
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(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. 99116(1,2) [72 P.S. 99116(a)(1)).
~ t.l I t\ 'I l' '."1'11 ''''1'\'''''''''' 1\"""....", \14,.." " 'I I' , '" I I ^ " !"oJ""'"
REV-1502 EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Thomas F. Alexander, Jr.
FILE NUMBER
21-0401086
All real property owned solely or as a tenant in common must be reported at fair martcet value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
2065 Ritner Highway, Carlisle, PA 17013 (See attached legal description)
VALUE AT DATE
OF DEATH
200,000.00
TOTAL (Also enter on line 1, Recapitulation) $
200,000.00
RCV-150B EX+ (6-9B)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Thomas F. Alexander, Jr.
FILE NUMBER
21-0401086
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. M&T Bank Checking Account #365270
:;L M&T Bank Checking Account #400408
3. V A Benefit
4. 2002 Mazda Tribute ES Sport Utility
5. Foot Locker Health insurance refund
6. Travelers Indemnity insurance claim
7. Misc. tax refund
VALUE AT DATE
OF DEATH
375.68
1,450.57
1,344.00
14,225.00
299.04
463.30
5.99
TOTAL (Also enter on line 5, Recapitulation) $
18,163.58
REV-1510 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Thomas F. Alexander, Jr.
FILE NUMBER
21-0401086
This schedule must be completed and filed If the answer to any of questtons 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSfER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Western-Southern Life Assurance Co. - Policy #WOO20598924 28,232.54 100 28,232.54
Transferees: Thomas F. Alexander, III and Dodi l. Alexander, Children of D
TOTAL (Allo enter on line 7 Recapitulation) $ 28,232.54
REV-1511 EX+ (12-99>*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
seHIDULI H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-0401086
ESTATE OF
Thomas F. Alexander, Jr.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Hollinger Funeral Home
1,829.76
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2.
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
. State
Zip
Year(s) Commission Paid:
Attomey Fees
5,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
Street Address
City
State
.Zip
Relationship of Claimant to Decedent
5. Accountant's Fees
Probate Fees
269.00
7.
6. Tax Return Preparer's Fees
8.
9.
10.
11.
12.
Legal Advertising - Cumberland Law Journal I Sentinel
Postage
Terry Lindsay - trash removal
Home Depot - materials pertaining to sale of real estate on Schedule A
Thomas F. Alexander, 111- reimburse for materials pertaining to sale of real estate on Schedule A
Miscellaneous Expenses pertaining to sale of real estate on Schedule A (See Attached HUD-1)
175.73
4.30
125.00
2,275.71
594.05
35,745.10
TOTAL (Also enter on line 9, Recapitulation) $
46,018.65
REV'1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABilITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thomas F. Alexander, Jr.
FILE NUMBER
21-0401086
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
PPL Electric Utilities
140.00
2.
Carlisle Pathology Assoc. - medical
16.16
3.
Black's Water Conditioning
229.32
4.
Travelers Ins. Remittance Center - insurance pml
5.
Midstate Fence - repair
205.66
450.00
6.
Cumberland Crossings - nursing home care
7,340.35
58.00
7.
G.H. Harris Associates, Inc. - delinquent tax pml
8.
US Treasury - income tax
2,006.86
11.00
9.
Deborah W. Piper, Tax Collector. personal tax
10.
Continuing Care RX - medical
576.11
11.
M& T Bank - Reimburse for VA Benefit paid in error
1,344.00
TOTAL (Also enter on line 10, Recapitulation) $
12,377.46
REV-1m EX. (9-00)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thomas F. Alexander, Jr.
FILE NUMBER
21-0401086
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 00 Not list Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Thomas F. Alexander, 1112065 Ritner Highway, Carlisle, PA 17013 son 52,598.34
2. Dodi L. Alexander, 2065 Ritner Highway, Carlisle, PA 17013 daughter 38,373.35
3. Deborah L. Mullen, 126 E. Liberty Ave., Carlisle, PA 17013 daughter 24,257.08
4. Deirdre M. Derick, P.O. Box 1103, South Orleans, MA 02662 daughter 24,257.08
5. Gregory R. Alexander, 60 Carlisle Rd., Newville, PA 17241 son 24,257.08
6. Dawn M. Alexander, 1558 Boiling Springs Rd., Boiling Springs, PA 17007 daughter 24,257.08
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 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
TOTA" Oil IIART II-INTI" TOTAL NON.TAXA'''. CIIT""UTIONI ON "IN. 1a 01' "IY.1000 COYI" ''''IIT . 0,00
S~A-
ftittt ch rnR./rvt--
All that certain tract of land situate in West Pennsboro Township, Cumberland County,
Pennsylvania, bounded and described as follows:
BEGINNING at a point in the north right-of-way line of a public road, known as
the Governor Ritner Highway, which highway is also known as U.S. Highway No. 11,
said point being distant from the intersection of the above named north right-of-way line
with the west property line of the land now or formerly of Clarence F. and Edna E.
Keller, by the following course and distance, namely, north sixty (60) degrees twenty-
four (24) minutes east (erroneously omitted in previous deed), two hundred and eight-
tenths (200.8) feet; thence along the said north right-of-way line by a line curving to the
left whose long chord has the following bearing and distance, to wit, north fifty-seven
(57) degrees six (6) minutes east, two hundred four (204) feet to an iron pipe; thence
along other property formerly of the said Clarence F. Keller and Edna E. Keller, his wife,
and now or formerly of RH. Snyder, the following three courses and distances, to wit,
north twenty three (23) degrees fifty-one (51) minutes west four hundred forty-three and
eight-tenths (443.8) feet to an iron pipe; south fifty-eight (58) degrees fifty-five (55)
minutes west, one hundred seventy (170) feet to an iron pipe, south nineteen (19) degrees
fifty-five (55) minutes east, four hundred forty-six and two-tenths (446.2) feet to a point,
the PLACE OF BEGINNING.
CONTAINING one and ninety-one hundredths (1.91) acres ofland, be the same
niore of less.
...",....I~L1_~':>IO'\,)L
rlf'ltAd wn1.l?aO!i ::It 1O'3~Sr.
~rnp.nt !;....c;.IAm p
~"on~.c:.~
<s~
-A
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____ A. Settlement Statement
U S Department of Housing and Urban Development
R T. -" . .
"lAC! k'^ - '"'''' u, '~_1 n/RR\
I. OFHA 2. OFmHA 3. oCOI1\" Unins. I 6. File Nwnber I 7. Loan Number I 8. Mortgage Insurance Case Number
" nVA ( nrM" '"' SI00.'IS/\ 113/\7889
C.Note: 'his fQnn!B fuTtshed!Co give you a statement of actualsettlemenl costs. Amounts paid. to and bV the settlement agent are shown, I
1Iem1 m~ed (p.Q.C?) w... paid outllde the clO&In~; they are shown here for lnfOfmat)on purposea and are oo~ included in the \otitls. Title Express Settlement System
W~N~NG: It" a come to k.nowl~ly make 'alu Ita ern~ls to '~Il~~t:'~, Sk"l8$ on thia or an-v other s~ila~ form, P.....llles upon .~.'" '"''''
D. NAME OF BORROWER: Joshua Mitten
...'nD"~~.
E. NAME OF SELLER: The Estate of Thomas F. Alexander
AnnD"~~.
F. NAME OF LENDER: WMC Mortgage Corporation
"'''D''OO. 6320 r~nMa Avenue Woodland Hills CA 91367
G. PROPERTY ADDRESS: 2065 Ritner Highway, Carlisle, PA 17013
Tnwnshin
H. SETTLEMENT AGENT: P A Real Estate Settlement Services LLC
p, ~. ._,,~. 9" A1ev.nder Snrinu Roan "Ie. rarlisle PA 17013
I. t 0/3 1/2005
.I , K CI 1 CO'C
Or
100 400 r.:RnSS ,S"'" "'R'
'n1 200 000.00 An1
1 n? PA,.~.I P'nnon.. 200 000.00
An?
'"' IA"'" a 211.02 An.
10" AO"
'"' .n,
.. ..
10R "M
,"7 10/31/05 '" 12131/05 61.51 An? 10/31/05 'n 12/31/05
10. 10/31/05 '^ 06130 106 61.51
1 243.46 ,,^" 10/31/05'n 06/30/06 1 243.46
100 MIa
l1n A10
,,, A"
117 412.
1 20 ",or"", 209 515.99 "?n ",,::t. co. 201 304.97
?nn ~nn ,.~, ,uT nIl'" Tn "CI I co
on, 1 500,00 '""
7n? 160 000.00 M? 2a 750.07
2m ..13
204 39 715.99 'M D___U""
WMC Mortrr8rr8 Co........oration
?O, eM
?"" a 000 00 '''''
8 000.00
?07 W.IA' "'nA r~"" 300.00 e07 300.00
on. on.
?OQ e09
. . hv OAlI." .. ...11.,
?in ~,. "0
211 '"
212 e"
211 en
?14 514.
?1O '"
21A "6
217 ~17
21" ".
?10 "9
220 T"T ". 209 515.99 ~?I\ TnT"1 !I=R 37 050.07
100 r.ASH AT "CTTI hnn ,'"
101 . 1?0\ 209 515.99 601 "'M" __""n' ",,,. Aon' 201 304.97
10? ' ??O\ 209 515.99 On? ,.~, '"'","A 37 050.07
303 1'''''''' 0.00 M'\ 1'''.''''' Tn <:;F' , 1=1=1 164.254.90
SUBSTITUTE fORM' 099 SELLER STATEMENT: The Information conllllned herein I.s Important tax information and la being furni$hed to lhe Intemal ReY<<lue SeNice< 11 you are required 10 file a retum,
:~1:v=~~.~ ~~m~~ =~I& i1em 11 required to be reported and the IRS d.lerminea that it has not been reported. The Contrad Sales Price described on
'::u~:::. %':y'lr.'~j~":w": ~::~-:,:~ t":;::: ~~,r:.: Under ponal6.. of j>O~ ro"'..;'u:' ::~=~e;;.=:' ~~~?:.~~J:l:~~~~~~~:.:';';%,:;,\~~~~~::,~:cat;o"
I
TIN:_,_-_f_"_"- SELLER(S)SIGNATURE(S):
SELLER(S) NEW MAILING ADDRESS:
SELLER(S) PHONE NUUBERS:
(H)
(W)
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
File Number: S 100-356
PAGE 2
~I=TTI FOMENT REV. Hlm.l i'/Rf.\ ,In'."
PAID FROM PAID FROM
7"" T"T ~I ' nnnD t200 000.00 = 11 520.00 BORROWER'S SELLER'S
FUNDS AT FUNDS AT
70' . 5 785.00 In Re /Hax Realtv Associates Inc. SETTLEMENT SETTLEMENT
7n? < 5 735.00 'n Dawn , Associates
7M . ""","mon! 11 520.00
7n' T......".. o. In Re/Max Realtv Associates 295.00
Rnn .__..~- IN ''''TU , ~..,
on, , ... 1.000 "-American Advantaae Mortaaae 1 600.00
AO? ".
A'" In American Advantaae Mortaaae (P.O.C.) 275.00 Buver LR
AO' 'n Credit",nic 8.98
anc 'n Fidelitv National LR 65.00
OM 'n American Advantaae Martaaae 650.00
an7 , ... tn F~rst Amer~can F~ood Data LR 12.00
onA 'n WMC Martnane Cornoration LR 597.00
one ,,,.,,, ~n..." c.. tn American Advantaae Martaaae S2 258.98 POC bv Lender
Al0
0"
Qnn I ~l\Jn~R T" ,,~ ow, ,.,
an< ,_,..... r.n_ 10/31/2005 tn 11/01/2005 "". 27.8400 In.v 1 Davs LR 27.84
aM . P,.mi..m fM 'n
am ....,.." I.. 'n
anA
onc
'Mn 'F'i1R
'M' mn "". 'mn
1M? Un"Mn. 'n.. mn "". Imn
""" _n "". Imn
'M' mn "" < Imn
'MC -- "". Imn
.Ma 0.00 0.00
1'no T.T. r
1101
11M
110'
110.
110<
"nr "n'.n. r... tn Salzmann Huches P.C. 10.00
l1n7
,
110A 'n Stewart Title Guarantv/PA RE SS 1 358.75
I
"no 160 000.00 -
'''0 200 000.00 - 1 358.75
'''' .. .^" _. 'n Stewart Title Guarantv/PA RE SS 200.00
"'?
"" 'n Stewart Title Guarantv/PA RE 5S 35.00
1?nn
"n, 38.50 . kAnrtnon..< 66.50 . C.I.... < 105.00
1?f\? n._" < 2 000.00 . Unri. . . 2 000.00
'OM n..n <2 000.00 ... 2 000.00
,?nA
1?0'
..nn ~~TTI
'''''' ~ ... 'n Salzmann Hunhes P.C. 20.50
1 "'? '^"__ 0.. In Sa1zmann Huahes P.C. 10.00
'''''' ?MA '.v.. t~ Tax Claim Bureau 2 135.16
,"". M_. In Deborah Pioer 398.37
1 "'" ?nMIM 'n Deborah Piner Tax Collector 2 054.54
''''r 'n Thomas F. Alexander 8 125.00
'''''7 In Derek Varner 1 020.00
'''''0 1 510.95 1 202.00
"M T~T" '00 ~.n"_ .CM O. '.. VI 8 211.02 28 750.07
HUo CERTIFICATION Of' BUYER AND SELLER
r~~~~'~y 0 th~~8S1 ~1~~~~:~~t~lef. ills a true and accurate statement of aU receipts BOO disbursements made on my account or by me
&kJ-J.,~
WARNING, IT IS A CRIME TO KNOW E STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENAL TIES UPON CONVICTION
CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18,
U.S. CODE SECTION 1001 AND SECTION 1010.
lement which I have prepilI'ed i. a true and accurate account of this transaction.
the funds to be disbursed in accordance with this statement.
-- --.' . ~ . ..... . ,.. . .....1...1' '\.C., n Lrl .)/001
I.
lit-MILA. IUN OF I-llln I INF 1308
""" "flY"," SELLER
'50' tn Alioia Alexander 260.00
,'O? 'n Tholllas Quintero 340.00
'''''' tn SDencer ShaIllbauah 102.00
1 "'. TOY "ort In Re/Max Realtv 5.00
"n, 'n BIS HOIIle Insoection 350.00
''''" 'n D.E.W , Sons 95.00 120.00
''''7 In Interstate Tennite , Pest Control 35.00
"n. 'n Jerrv S. Petersheilll 375.00
"00 .n Dawn , Associates 1 030.95
1<1n
""
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"17
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"'0
1<?n TnT.. u' ,n 1 510.95 1 202.00
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL V ANlA
ORPHANS' COURT DIVISION
NO. 2004-01086
ESTATE OF THOMAS F. ALEXANDER, JR. a/kIa THOMAS FOSTER ALEXANDER, JR.
DECEASED
Late of South Middleton Township, Cumberland County, PA
F AMIL Y SETTLEMENT AGREEMENT AND RELEASE OF
DEBORAH L. MULLEN, EXECUTRIX
Date of Death: October 28, 2004
Letters Granted: November 23, 2004
First Complete Advertisement of Grant of Letters: January 1, 2005
Account stated to December 19,2005
Tricia D. Naylor, Esq.
104 South Hanover Street
Carlisle, PA 17013
(717) 243-7437
~ -: '"
./ I ~
III
)l
['l \\\\orr' A
~'...'
WILL
I, THOMAS FOSTER ALEXANDER, JR., of 2065 Ritner Highway, Carlisle,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM ONE: I direct that all my debts and funeral expenses,
including my gravemarker shall be paid from my residuary estate as
soon as practicable after my decease as a part of the expense of
the administration of my estate.
ITEM TWO: I, give, devise and bequeath my entire estate as follows:
A. I give, devise and bequeath any automobile that I may own at
the time of my death to my son, THOMAS F. ALEXANDER, III.
B. I give, devise and bequeath" the remainder of my estate
equally, share and share alike, per capita, to my children,
DEBORAH L. MULLEN, DEIRDRE M. DERICK, THOMAS F. ALEXANDER,
III, GREGORY R. ALEXANDER, DAWN M. ALEXANDER, and DODI L.
ALEXANDER.
ITEM THREE: In the event that my children, THOMAS F. ALEXANDER,
III, and/or DODI L. ALEXANDER, are residing at the time of my death
in any real property that I may own at the time of my death, then
I direct my Executor to permit them to continue to reside in the
residence up to a period not to exceed nine (9) months from my date
of death. I direct that my Executor take this factor into
consideration with respect to any sale of my real property.
ITEM FOUR: I appoint my daughter, DEBORAH L. MULLEN, Executrix of
this my last will. Should she fail to qualify or cease to act as
Executrix, I appoint my son, THOMAS F. ALEXANDER, III, to act as
Executor with the same rights, powers and duties.
ITEM FIVE: All estate, inheritance, succession and other taxes,
imposed or payable by reason of my death, and interest and
penalties thereon, with respect to all property comprising my gross
estate for tax purposes, whether or not such property passes under
this will, shall be paid out of the principal of my residuary
estate, without apportionment or right of reimbursement.
~
PAGE ONE OF FOUR PAGES
.~"-"".,,,-,,,",,,",-._--~,..::.-..- ..
. .. ""'"
~~" . -',::; ::~' _: '. :.,:,';~I:',:'.:,:,.~~,;::~:(.,)::,:~?t:~;~k1~;:1!?:?f;r',~'i:::,;~:ji"':'; :,
ITEM SIX: I direct that my personal representative or guardian
shall not be required to give bond for the faithful performance of
their duties in any jurisdiction.
ITEM SEVEN: In addi tion to the rights and powers gi ven to the
fiduciaries by law or elsewhere in this will, I give to my Executor
during the full time necessary and for the administration of my
estate the following rights and powers to be exercised in his sole
discretion.
A. To retain any real or personal property which may at any time
form a part of my estate so long as he or she deems it
advisable.
B. To invest in any real or personal property without
restrictions to legal investments.
C. To repair, alter, improve or lease for any period of time any
real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit, with or
without security, to exchange or to partition real or personal
property, an to Rive options for leases.
E. To make distribution in kind.
F. To compromise claims.
IN WI7NESS ~REOF, I have hereunto set my hand this
f'('(~4&~ , 1997.
...t
< < day of
SIGNE~ -;r~~,r-.J--q
THOMAS FOSTER ALEXAN , JR. r
The preceding instrument, consisting of this and three other
typewritten pages, each identified by the signature of the Testator
was on the day and date thereof signed, published and declared by
the Testator therein named as and for his last will, in the
presence of us, who at his request, in his presence and in the
presence of each other have subscribed our names.
PAGE TWO OF FOUR PAGES
." ~
.~. '" '1/
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COMMONWEALTH OF PENNSYLVANIA
55
COUNTY OF CUMBERLAND
We, C 'I, '" i s:1r,,/1 ho.. c r {, \J S. ~ and (U().. :;f 1'\ -eo E.s1. G...J -e- ,
wi tnesses' '-~hose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw the Testator sign and execute the
instrument as his last will; that he signed willingly and executed
it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testator
signed the will as witnesses; and that to the best of our
knowledge, the Testator was at the time 18 or more years of age, of
sound mind and under no constr~nfluence.
,
~~~~
Sworn and subscribed to
" J...
before me this ~~ day
of Iiu.J lA;i-J- , 1997.
~rY~l~
NoIMaI ....
K..... ,. 8r-n. NoI.M)' .-..c
Cara... 80m, cu.berIMd Couatr, PA
.., ConunIuIon ~ .... ~ ...
PAGE THREE OF FOUR PAGES
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, Thomas Foster Alexander, Jr., whose name is signed to the
attached instrument, having been duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument as
my last will; that I signed it as my free and voluntary act for the
purposes therein expressed.
~~~~
S FOSTER ALEXANDE , JR.
r')~ '7 cl
Sworn and -~\lbscribed to and acknowledged before me this ~ day
of ,1997.
.~~ ....J J:
Notary Public
~..., '
tt.ren F. .,...., ....., PublIc
c...... IIoro. ~ c..ty, itA
I ~ ComMiMIoft ...... ~ " ,..
PAGE FOUR OF FOUR PAGES
{
I
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
qEC's1F~~6r:CEACTC~XUNT
iTG::,-'~'i.: " -., I.':~
REY-1607 EX AFP (03-05)
TRICIA D NAYLOR
J C OSZUSTOWICZ LW OFC
104 S HANOVER ST
CARLISLE
DATE
2U05 APR 24 PM 4= liTATE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORPHJNS COURT COUNTY
CUI,!'YTil ;" T\ ,~,..... pAACN
, I, I . )'_~)'I _ l~.
03-20-2006
ALEXANDER JR
10-28-2004
21 04-1086
CUMBERLAND
101
THOMAS
F
Allount Rellitted
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF ALEXANDER JR THOMAS F FILE NO. 21 04-1086 ACN 101 DATE 03-20-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE~ APPLICATION OF ALL PAYMENTS~ THE CURRENT BALANCE~ AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-13-2006
PRINCIPAL TAX DUE: 8,460.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-03-2005 CD005968 113.58- 9~800.00
03-03-2006 REFUND .00 1~226.42-
TOTAL TAX CREDIT 8~460.00
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 $l~
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. )
c_
STATUS REPORT UNDER RULE 6.12
Name of Decedent: -=thDmC\5 F. A \e)(Clnder j Jr,
Date of Death: 2
Will No. 2_004. O\O<6~
Admin. NO...2J- Oy. - 10 <6 (,0
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account wi th the Court? Yes....J... No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes >( No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk Of.. the Orphans' Court and may be~~ttache~ to t~""F~port.
Date: .s\r.\cx., ".dfu.~
~ 5ig ature
Tr t C ,. a [)"'J\to:--" or
Name (Please typeYor print)
JO~ 5. Hanover 51. CoYJJsJe
Address
('1'7) 243-- 7Y3'7
Tel. No.
\ ,
Capacity:
Personal Representative
. X Counsel for personal
representative
., ("I <::' I
00 ':'"
6- /,'(;.JSGDZ
(MAH:rmf/AM3)
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