HomeMy WebLinkAbout04-1125Estate of Evelyn M. Oyler
also known as
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
No. -c)q- t1 5
Social Secur~ No. 197-01-9629
Petitioner(s), who is/ara 18 years of age or older, ap;~ly(ias) for:
(COMPLETE 'A' or 'B' BELOW;)
] A. Probate and Grant of Lst~rs Testamentary and aver that Petitioner(s) is/am the execut, or
the Decedent, dated 8-15-1989 and codicil(s) dated . -
named in the last W{II of
State relevant ckcumstances, e.g., renunciation, death of executor, etc.
Ex,apt as follows, Decedent did not marry, was not d{vomed, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Lettem of AdminL~ration
(c.t.a.; d.b.n.c.t.a; pendenta lite; duranta absantia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (it any) and
heirs:
Name Rola~nship 3:: Resid~ce
(COMPLETE: IN ALL CASES:) A~tach additional sheets if necessary. T_ ~
Decedent was domiciled at death in Lower Allen Township, Cumberland County, PennsyNania with hi~/her last family
or principal residence at 1.819 Creekview Road, New Cumberland, Lower Allen Township~ Cumberland Co, PA 17070
(list street, number, and municipalS)
Decndent, then 88 years of a~, di~cl December 2, 2004 at Harrisburg Hospital, Harrisburg, Dauphin County, Pennsylvania
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA) AIl personal prope~t'/
(If not domiciled in PA) Personal propen'y in Pennsylvania
Of not domiciled in PA) Persona{ property in County
Value of real estate in Pennsylvania
$ 45,000.00
$ 114,000.00
situated as h311ows: 1819 Creekview Road, Lower Allen Township, New Cumberland, Cumberland County, Peunsylvania
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
leRers in the appropriate form to the undersigned:
....~natur. ,,..~ / Typed or printed name and residence
v v d D. Oyler
I Carlisle, PA 17013
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
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 Pstitioner(s) and that, as personal repre?~:lJ,~e~s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law. /
Sworn to or afflrmecl and subscribed FredD. Oyler ,~ ~'1~ (~ ~~
before me this ~r'-~lay of
December , 2004
For the Register
Estate of .Evelyn M. Oyler
519 Bosler Drive
Carlisle, PA 17013
Social Security No: Oate of Oeath: December 2, 2004
t~lr+'-k-" dayof ~:::~C_~,~,'~:~._. , 2004 ,inconsideration
AND NOW, this
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT iS DECREED that Letters [] TestamentaB, [] Of Administration
(c.t.a.; d.b.n.c.t.e.; pendente lite; durante absent, durante mir~ritate)
are hereby granted to Fred D. Oyler
in the above estate and that the instrument(s) dated August 15, 1989
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Short Certificate(s) ..... $
Renunciation ........ $
Registe~ ~f-~Vills
Attorney: Thomas E. Flower, Esquire
Affidavits ( ) ....
t.D. No: 83993
Extra Pages ( ) .... $ ~ o':~. ~
Address: 2109 Market Street
Codicil ........... $
JcP PoD .......... $ I 0 - cW.~
Camp Hill~ PA 17011
Telephone: {717) 737-3405
Inventory ..........
Other ........... $
TOTAL ......... $ C~''-~c:~ - ~
Form RW-I
his is Io certify that the information here given is correctly copied rrom an original certificate of death duly filed with me as
l,ncal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fcc for this certificate, $2.00
P 10688939
No.
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Evel' tier Female
DATE OF BIRTH BIRTHPLACE Cib
5-30-18 ,Newville.
WAS DECEDENT OF HISPANIC ORIGIN?
~o. White
~ever Married
m~.[~¥.,.,~.~.,~m,,~,~ Lower Allen
88 Y~J
... Secretary ,,~. Fed. Govt.
' New Cumberland PA 17070
.. Andrew P. Oyler
j ~.. Fred Oyler
DECE~DEN? EO~R IN
ARMEO FORCES?
Pennsylvania
c~vCumberland
DATE OF DISPOSITION
Mary G. Davidson
J,~. ~ Bo~?er Dr., Car~'{s~e, PA 17013
,~.g~%~ng Green Mem. Park Camp Hill, PA 17011
LICENSE NUMBER
LICENSE NUMBER I DATE SLGNED {Month, Day Year)
~ME ANO ADDRESS OF PERSON ~O COMPLETED CAUSE OF DEAT~
I, EVELYN M. OYLER, of Lower Allen Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, m~nory and up~erstanding, do
hereby make, publish and declare this as and for my last will and testament,
hereby_ revoking all other wills heretofore made by me..
the administration of my estate.
AFa'I~R II
I direct the payment of my legal debts and the expenses of my last illness
and the disposition of my remains frcla my estate as so~:'.q"~fte~y dea~ as
colr~niently my he done. All of the forc=~oing shall 1~ c~iderod ex[~nses of
I direct that my ~eal property located at 1819 Creek View Court, Beacon
Hill, Lower Allen Township, Cumberland County, Pennsylvania be sold and the net
prr~c=~l~ of sale dividod a8 folly:
ao
One-third (1/3) thereof to my brother A~.~DF~',' J. OI~ER. If he is riot
living at the time of my death, I direct that one-half (1/2) of this
shar~ be distributed to my brother, FRED D. OYLER, and the other
one-half (1/2) of this sbxqr~ shall be distributed to the then living
issue of my deceased brother, JO~q E. OYLER, per stirpes. In the
event that Fred D. Oyler is not living at the time of my death, his
one-half (1/2) of this share shall be distributed to his then living
issue, per stirpes.
One-third (1/3) to my brother, FRED D. OYT.RR. If he is not living at
the time of my death, his shaLr~ shall be distributed to his then
living issue, per stirpes.
One-third (1/3) to the then living issue of n~y deceased brother, JOHN
E. OYLER, per stirpes.
III
I bequeath all of the personal and household effects listed on a separate
list held by my Executor to the persons therein named. Ail remaining personal
property and household effects not so listed shall be deposed of my Executor in
his sole discretion.
i devise and bequeath all of the residue of my estate as follows:
ao
One-half (1/2) to the then living issue of my brother, FRED D. OYLER,
per stirpes.
One-half (1/2) to the then living issue of my deceased brother, JOHN
E. OYLER, per stirpes.
I appoint my brother, FRED D. OYLER, E~scutor of this my last will. In the
event of his inability or unwillingness to act or continue to act as Executor,
I appoint my brother, ANDREW J. OYLER, Executor.
I direct that my Executor, or his successors, shall not be required to give
bond for the faithful perfon~ance of their duties in any jurisdiction in which
they may be called upon to act, insofar as I am able by law to do so.
IN WI'iz~SS I~ma~3F,
I hereunto set my hand and seal this /~-~ day of
, 1989.
(S~L)~
' Evel~q. Oyler' ~/ff -
Signed, sealed, published and declared by the above-named Testatrix as and
for her last will and testament in the presence of us, who, at her request, in
her presence and in the presence of each other have hereunto subscribed our
n~es as witnesses.
~TH OF pES~SYLVANIA
COUNTY OF O3MBERLAND
I, EVELYN M. OYLER, Testatrix, whose name is signed to the foregoing
instnm~nt, having been duly qUalified according to law, do hereby acknowledge
that I signed and e~ecuted the instrument as my Last Will and Testament; that I
signed it willingly; and that I signed it as my fr~e and voluntary act for the
purposes therein expressed.
~yn '/vi.
Sworn or affJ_~med to ~ acknowledged before me, by ~lJf/(//~ ~7~. ~3(//;6 the
Notary Public
SHARON L. CABOIOTO, NOTARY PUBLIC
LE.O N NO.O. CU.a. CO.
~TH OF pE~gSYLVANIA
COUNTY OF CUMB~
whose natures are signed to the foregoing instrument, being duly qualified
accordingly to law, do depose and say that we were present and saw the
Testatrix sign and execute the foregoing instrumenh as her Last Will and
Testament; that she signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the
hearing and sign of the Testatrix signed the Will as witnesses; and that to the
best of our knowledge, the Testatrix was that time at least 18 years of age, of
sound mind and under no constraint or undue influence.
Sworn to or affJ/ined to and subscribed to before me by
and ~/9~5t~/ /. ~],//l/'~ , witnesses, this /~5q< day of
Notary Public
NOTARIAL SEAL '
] SHANON L. CANDIOTO, NOTARY PUBLIC
! LEMUfNE BORO. ~U~.LANO
t.Y COM/41$S, ION EXPIRES RARC~
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Evelyn M. Oyler
Date of Death:
December 2, 2004
Will No. 2004-01125
Admin. No. 21-04-1125
To the Register:
I certify that notice of (beneficial interest) estate administration 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 January J 2- ,2005.
Name
Andrew Oyler, c/o Fred D. Oyler
Fred D. Oyler
Mary Ann Riley
Cynthia Jane Stavely
Robert E. Oyler
Richard W. Oyler
John A. Oyler
Timothy H. Oyler
Ted D. Oyler
Susan Kim Oyler Reutter
Thomas S. Oyler
Address
519 Bosler Drive, Carlisle, PA 17013
519 Bosler Drive, Carlisle, PA 17013
1305 New York Avenue, Cape May, NJ 08204
3156 Coastal Highway, St. Augustine, FL 32084
759 Burnley Circle, Springfield, PA 19064
P.O. Box 1206, Fraser, CO 80422
4208 North 25th Street, Phoenix, AZ 85016
440 Morgan Avene South, Minneapolis, MN 55405
1363 Lenape Road, West Chester, PA 19382
177 East High Street, Carlisle, PA 17013
317 Walnut Street, Boiling Springs, P A 17007
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date:
~
D/- 1"2. - 0 S
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~~~~
Thomas E. Flower, Esquire
SAID IS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
_Personal Representative
-XCounsel for Personal
Representative
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
OYLER FRED 0
519 BOSLER DRIVE
CARLISLE, PA 17013
-------~ fold
EST A TE INFORMA TfON: SSN: 197-01-9629
FILE NUMBER: 2104-1125
DECEDENT NAME: OYLER EVEL YN M
DA TE OF PAYMENT: 03/01/2005
POSTMARK DATE: 03/01/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 12/02/2004
NO. CD 005001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $23,500.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: FRED OYLER
CHECK#127
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
$23,500.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
,
~EV.1500 EX.. (6.00)
REV.1500 I OFFICIAL USE ONLY
'~ . DE;::~~f~~:UE 1\ INHERITANCE TAX RETURN JIFILENUM;e;----n-o~-u---~~-;~
~_ _ ~~~~~BUR~ f'~_1~~~.~~o~_ ~~ESIDENT DECEDENT ~ COU~ODE _-y;; _____;;;;; _
! DEcEDENTS NAME (tAST-:-FiRST.AND MIDDLE INITIAL)- -~-- --~------~---~---T- SOCIAL-SECURITY NUMBERu- - -- - ---. - --
I Oyler, Evelyn M I 197.01.9629
f. ___ .._ __________n__ ___~-------------~-------- ----~--_1_____~---------------------
I DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH {MM-DD-YEAR} I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
i{i}J~L~~iL~}~~R~viNGSPOUSE'S NAME)LAS~F~;~-~1M~}] INITIAL)------- -- -------1- -SOClALS~;~~J!~ 9.F_~I1-J~_~_
I ________~_____~____~ln___~____ -----~-----
D 3. Remainder Retum (date of death prior to 12-13-82)
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X 1. Original Return
2. Supplemental Return
4. Limited Estate
l~] 6. Decedent Died Testate (Attach
copy of Will)
9. Litigation Proceeds Received
,-'
LJ
4a. Future Interest Compromise {date of death after
12-12-B2}
7. Decedent Maintained a Living Trust (Allach
copy oITrust)
10 Spousal Povertv Credit {date of death between
. 12-31-91 and 1-1-95}
D 5. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
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NAME
I Thomas E. Flower
I' --.-.------~------~- n_________._____~________'___
FIRM NAME (If applicable)
\ Saidis, Shuff, Flower & Lindsay 2109 Ma.rket Street
1---- - -- __,__,___._____u___~_n_______uu___ Camp HIli PA 17011
\ TELEPHONE NUMBER '
1(717) 737.3405
_. C -==F-==c.c= ~=c_=-=-==o=='cc==========c__'=_=============_=~_======='===~_=========c=======_= 'c--
I 1. Real Estate (Schedule A) (1) 134,450.00 OFFICIAL USE ONLY
---------~----_._~ ,-....)
~...") =
23,964.90 '__ z:g
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
-I Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) j Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(2)
(3)
(4)
(5)
(6)
(7)
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(,.,~)
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l,-:J
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-' ,.-.--)
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)
None
None
41,378.42
None
None
(8)
(9)
(10)
34,831.11
---.--.--------
14,478.98
(11 )
(12)
(13)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
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1'(,
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.....
199,793.32
49,310.09
150,483.23
0.00
150,483.23
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z
0 (16)
j:: 16. Amount of Line 14 taxable at lineal rate 0.00 x .045
~
;:)
0.. 17. Amount of Line 14 taxable at sibling rate 77,993.34 x .12 (17)
:i:
0
u 18. Amount of Line 14 taxable at collateral rate 72,489.89 x .15 (18)
g
19. Tax Due (19)
20. IXI
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2002 form software only The Lackner Group, Inc.
0.00
0.00
9,359.20
10,873.48
20,232.68
Form REV-1500 EX (Rev. 6-00:
~
, ,
Decedent's Complete Address:
STREET ADDRESS
1819 Creekview Road
- -.-.-~--._. -- -.-.------~-------~--.--~~---.-1-.-.---.- -.- - - .
CITY New Cumberland I STATE PA i ZIP 17070
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2, Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
C, Discount
(1) 20,232.68
23,500.00
-----
1,011.63
Total Credits (A + B + C)
(2)
24,511.63
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
4,278.95
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................. [J [!J
Lt. r::-xll,
b. retain the right to designate who shall use the property transferred or its income;........................................J ~
c. retain a reversionary interest; or.................................................................................................................. 0 [!J
," Ix]
d. receive the promise for life of either payments, benefits or care?.............................................................. 1._J l"..
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?. ..................................................... .............................................. .................. [~]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... [J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ,_
contains a beneficiary designation? ....................................... .............................................. ................................. [!]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury. I declare that I have examined this return. including accompanying schedules and statements. and to the best of my knowledge and belief. it is true. correct and
c()"'P~~, (Jec\<l@\iClr\ ~ ~fE!r ot~r.than the persona~sentative is based on all information of which ~as any knowledge. .____ ___ _______ _' _.___ _ ._
SIGNATURE OF PERSON RESPONS LE FOR FILING RETURN ADDRESS
Fred D.
~J
519 Bosler Drive
Carlisle, PA 17013
r:;~ DATE
~-Q~-
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESE
Thomas ~!r _ ~.
\) j/~
ADDRESS
DATE
2109 Market Street
Camp Hill, PA 17011
~-It-C)::.
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)].
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)]. 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)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
"
Rev.1502 E.;<+ (6-98)
'.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Oyler, Evelyn M
FILE NUMBER
21-04-1125
All real property owned solely or as a tenant In common must be reported at fair market value, Fair mar1<et 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
DESCRIPTION
VALUE AT DATE
OF DEATH
1
1819 Creek View Court, Lower Allen Township, Cumberland Co., PA - (value based
on sale price - see copy of settlement sheet attached)
134.450.00
TOTAL (Also enter on Line 1, Recapitulation)
134.450.00
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
.
Rev-1503 EJI+ (6-98)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Oyler, Evelyn M
FILE NUMBER
21-04-1125
All property jolntly-owned with right of sUNlvorshlp must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Legg Mason Investment Account: - 36 shares AT&T, 673.92
at 18.72
2 58 shares AT&T Wireless, at 15.00 (now Comcast) 870.00
3 1 share Agere, CI A, at 1.365 1.37
4 41 shares Agere, CI B, at 1.335 54.74
5 13 shares Avaya, Inc., at 16.335 212.36
6 196 shares BellSouth, at 28.36 5,558.56
7 156 shares Lucent Tech. at 4.005 624.78
8 364 shares SBC Communications, at 26.155 9,520.42
9 154 shares Verizon Communications at 41.875 6,448.75
TOTAL (Also enter on Line 2, Recapitulation) 23.964.90
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule B (Rev. 6-98)
Rev-1508 EX" (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Oyler, Evelyn M
FILE NUMBER
21-04-1125
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Appleby Systems, Inc., replaced expired check 396.69
2 AT&T, refund 8.55
3 Members First FCU, acct. #345-00 13.274.04
4 Commerce Bank, checking acct. 536297054 19.735.85
5 M & T Bank, IRA acct. 03500-1201756979 583.29
6 Various tangible personal property 7,380.00
TOTAL (Also enter on line 5, Recapitulation)
41.378.42
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule E (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Oyler, Evelyn M
IFILE NUMBER
21-04-1125
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
1 Myers-Harner Funeral Home 5.698.00
2 Pealer's Flowers 26.47
3 Funeral reception 362.83
4 Rolling Green Cemetery 3.771.00
Subtotal
9.858.30
Copyright (c) 2002 form softv.Jare only The Lackner Group. Inc.
Form PA.1500 Schedule H-A (Rev. 6-98)
~EV-1151 EX. (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Oyler, Evelyn M
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-04-1125
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 9,858.30
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees 5,000.00
See continuation schedule(s) attached
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 272.00
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 19,700.81
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 34,831.11
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H (Rev. 6-98)
Rev-1502 E.x+ (6-98)
SCHEDULE H.82
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T A:X RETURN
RESIDENT DECEDENT
ESTATE OF
Oyler, Evelyn M
FILE NUMBER
21-04-1125
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Saidis, Shuff, Flower & Lindsay
5,000.00
Subtotal
5.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H.B4
PROBATE FEES
continued
COMMONWEALTH OF PENNSYlVANIA
~HERrrANCETAXRETURN
RESIDENT DECEDENT
Oyler, Evelyn M
FILE NUMBER
21-04-1125
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Register of Wills of Cumberland Co., PA
272.00
Subtotal
272.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 Eil<+ (6-98)
*'
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T JV( RETURN
RESIDENT DECEDENT
Oyler, Evelyn M
FILE NUMBER
21-04-1125
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
The Patriot News, estate notice
244.98
2
Cumberland Law Journal, estate notice
75.00
3
Register of Wills, of Cumberland Co., PA, filing fee for tax return
15.00
4
Photocopy charges
30.00
5
Settlement Costs (see settlement sheet attached) - commission 9,411.50;
processing fee 125.00; transfer taxes 1,344.00; resale cert. 75.00;
seller assistance 4,000.00; pro-rated taxes 29.79; cleaning and repairs 4,000.00;
home warranty 409.00 (less credit for sewer/water of $94.46)
19.299.83
6
Register of Wills, short certificates
36.00
Subtotal
19.700.81
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T AA RETURN
RESIDENT DECEDENT
Oyler, Evelyn M
FILE NUMBER
21-04-1125
ESTATE OF
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Members First, FCU, home equity loan, date of death balance
VALUE AT DATE
OF DEATH
9,230.16
2 M&T Bank, overdraft charges
38.93
3 Commerce Bank, checks which cleared after date of death
1.205.18
4 PPL Utilities
657.61
5 PAAmerican Water
138.11
6 Comcast, final bill
41.07
7 CCS, perscription drugs
20.89
8 Lifeline, amt. past due at death
185.00
9 AT & T
236.76
10 West Shore EMS
600.04
11 Bonnie Miller, tax collector, school taxes
1.166.21
12 Lower Allen Township, taxes
154.04
13 AT & T credit card balance
318.44
14 M & T Bank, repay overdraft
201.54
15 PMI Property Management, condo fee for 3 months
285.00
TOTAL (Also enter on Line 10, Recapitulation)
14,478.98
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV:1513 EX+ (9-00)
.
, SCHEDULE ..
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Oyler, Evelyn M 21-04-1125
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Trustee/51
I. TAXABLE DISTRIBUTIONS [include outright s~ousal
aistributions, and ansfers
under Sec. 9116(a)(1.2)]
1 Fred D. Oyler brother 1/3 of proceeds
519 Bosler Drive of sale of real
Carlisle, PA 17013 estate; 1/2 of
2 Richard W. Oyler Nephew 1/5 of 1/2 of
P.O. Box 1206 proceeds from
Fraser, CO 80442 sale of real
.~ .. .. It::.
3 Robert Edward Oyler Nephew 1/5 interest in
P.O. Box 1206 1/3 of proceeds
Fraser, CO 80442 of real estate;
.. It::. .
4 Andrew J Oyler Brother 1/3 of proceeds
519 Bosler Drive of sale of real
Carlisle, PA 17013 estate; 1/2 of
5 John Andrew Oyler Nephew 1/5 of 1/3 of
4208 N. 25th St. proceeds from
Phoenix, AZ 85016 sale of real
..... . .. It::. .&
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE ..
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Evelyn M Oyler 197 -01-9629 12/02/2004
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Ted D Oyler Nephew 1/4 of 1/2 of residue
1363 Lenape Road
West Chester, PA 19382
7 Thomas S Oyler Nephew 1/4 of 1/2 of residue
317 Walnut Street
Boiling Springs, PA 17007
8 Timothy H. Oyler Nephew 1/4 of 1/2 of residue
440 Morgan Ave. South
Minneapolis, MN 55405
9 Susan Kim Reutter Niece 1/4 of 1/2 of residue
177 East High Street of estate
Carlisle, PA 17013
10 Mary Ann Riley Niece 1/5 shares of 1/3 of
1305 New York Ave. proceeds of sale of
Cape May, NJ 08204 real estate; 1/5 share
of 1/2 of residue
11 Cynthia Jane Stavely Niece 1/5 interest in 1/3 of
3156 Coastal Highway proceeds of sale of
St. Augustine, FL real estate; 1/5
interest in 1/2 of
residue
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Commerce
"Bank
January 27, 2005
Saidis, Shuff, Flower & Lindsay
2109 Market St
Camp Hill, PA 17011
RE: Estate of: Evelyn M Oyler
Social Security #: 197-01-9629
Date of Death: December 2, 2004
Dear Sirs:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Checking
Account #: 536297054
Date Opened: 1/30/04
Primary Owner: Evelyn M Oyler
Date of Death Balance: $19,735.85
Accrued Interest: $.68
Principal Balance: $19,735.17
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
WOv~ ~~~
Wanda J Morris
ClF Team Leader
Commerce Bank ( Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
'r'1 '(-.o'4~-b4CJb ::of-! j Li j::o ::,HUr r r I~UWi::c~:
I'" 0-. r (Hl fJ:, 1 \) : lJ I ('l l. I J
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PhUltc {KKI'>l <\0).'\l4\1
}."" (302) 'H4.1\l~~
J:)l1UMY 24. l11tl~
L~lW Offices
Saidi8, Shuff, Flower & Lind~,ay
2109 Market Street
C~mp Hm, Pennsylvflni."l 17011
Re. E.I:/atr.:.., of Pl'dvn M Oyler
S;ocwl.\'('clIrifY /97-0 1.-9629
DlJt(, 01 Death. Deccmher 2. 200.:J
Dear Sir or M;ldam:
Pcr yuur mquiry (bled J;muary 1 L 2005, plC,"1SCl be advlSt';tJ that Itl Ihe time (\f dC<llh. the :Jhovc-namcd dceotknt h,u..\ on
deposit wilh Ihi~ bank th~ tolluwill1',:
J.
TYfW "r ACCOlII/t
( IIl'cAw!!. An '0 1m'
,knJlIll{ NIIII/I>/.T
IlSf.t OJ 7 J
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";V('/yn M { }vlcr
h'ed {} (1I'ler. "()11
llal(llIL'c' on Ihlli' of /)('ulll
8/2,)/64 d(L~C(I//3I(JS
~_.- -=" -=-,
C. $16954- (fflXll11W0
,; O. Of)
( )flClI/n~ 011'"
A{.'L'rJJ('r111/'I'rl'.~1
rota/
$ J r,l>, 5,'-
2.
Type' of An:mlnl
mil
lit-CO/III! !>Illmber
fJJ.50M20/75ri979
()M",a,~),ip (Ntl',""X "f)
Lve/vlI 1.4 ()V/l'r
{)pcn/flJ: Date
1/2 J /83 ('1t1I'('(1 11/()/05
fi%nn'lIn Oult' oIDeLl!},
$5iW, ().;
Aaru('cllnleJ'cl:'
$ J25
Tfl/lt!
I 5.\'1:.'9
Plc-,Is\: h\: ;'llivlscd. therr: was no ~;1fc cJcf'llsil bux I()ljnd for thc abuve decedent. J'6r' furth",.. ;lCCOlllIl informMtnn.
rcg:ul1inJ,: ownersl\jp, ~IOsun~s "nd/or rClmbur.ocmcnf of funds.. de., plCO"..I.;e call tl'lc Wc...r ~h()rc '.hu,", Office II 7 J 7-
155- 227 L
SlIlcercty,
,
I /, i. . /, >:> ~ .. ,"--
I
Nancy C'la:~ctl
l{l~C.)f'd;, M;magl'rncnt
jEers! lOtll Club fficstuttttut
OF
EVELYN M. OYLER
I, EVELYN M. OYLER, of Lower Allen Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, :rnerrory and understanding, do
hereby make, publish and declare this as and for my last will and testament,
hereby revoJdng all other \vills heretofore made by me.
ARl'ICLE I
I direct the payment of my legal debts and the expenses of my last illness
and the disposition of my remains from my estate as soon after my death as
conveniently may be done. All of the foregoing shall be considered expenses of
the administration of my estate.
ARl'ICLE II
I direct that my real property located at 1819 Creek View Court, Beacon
Hill, IJ:.:rv..Br Allen Township, Cumberland County, Pennsylvania be sold and the net
proceeds of sale divided as follows:
A. One-third (1/3) thereof to my brother ANDf&J J. OY'".uER. If he is not
living at the time of my death, I direct that one-half (1/2) of this
share be distributed to my brother, FRED D. OYLER, and the other
one-half (1/2) of this share shall be distributed to the then living
issue of my deceased brother, JOHN E. OYLER, per stirpes. In the
event that Fred D. Oyler is not living at the time of my death, his
one-half (1/2) of this share shall be distributed to his then living
issue, per stirpes.
B. One-third (1/3) to my brother, FRED D. OYLER. If he is not living at
the time of my death, his share shall be distributed to his then
living issue, per stirpes.
C. One-third (1/3) to the then living issue of my deceased brother, JOHN
E. OYLER, per stirpes.
ARTICLE III
I bequeath all of the personal and household effects listed on a separate
list held by my Executor to the persons therein named. All remaining personal
property and household effects not so listed shall be deposed of my Executor in
his sole discretion.
AR1'.lCLE IV
I devise and bequeath all of the residue of my estate as follaws:
A. One-half (1/2) to the then living issue of my brother, FRED D. OYLER,
per stirpes.
B. One-half (1/2) to the then living issue of my deceased brother, JOHN
E. OYLER, J?E!r stirpes.
ARTICLE V
I appoint my brother, FRED D. OYLER, Executor of this my last will. In the
event of his inability or unwillingness to act or continue to act as Executor,
I appoint my brother, ANDREW eJ. OYLER, Executor.
ARTICLE VI
I direct that my Executor, or his successors, shall not be required to give
bond for the faithful performance of their duties in any jurisdiction in which
they may be called upon to act, insofar as I am able by law to do so.
IN WI'INESS WHEREDF, I hereunto set my hand and seal this Ijli..C day of
.., ,
("Lu.f]uJ, t
,
J
, 1989.
~~ ;;iPo;; i~ ,(Ii/-<- (SFJili)
v 'Evel Yn& 'Oyler -"(<,
Signed, sealed, published and declared by the above-named Testatrix as and
for her last will and testament in the presence of us, who, at her request, in
her presence and in the presence of each other have hereunto subscribed our
names as witnesses.
t?4ueuJ-.v-Y'-
..
1,( ltc :::J!
~
COMM)NWEALTH OF PENNSYLVANIA
ss:
COUNTY OF CUMBERLAND
I, EVELYN M. OYLER, Testatrix, whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby ackncrwledge
that I signed and executed the instrum:::mt as my Last Will and Testament; that I
signed it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
/'
~rn or affinned
Testatrix, this },:S'il
to and acknowledged before me, by
day of (tLLe u.A + , 1989.
o .
/;'v! I (p' {Ii. Dyi b: the
\, "q'}(LLLi'}\. Y). /~'ltil ail..)
Notary Public
NOTARIAL SEAL
SHARON L. CANDIOTO, NOTARY PUBLIC
LEMOYNE BORD. CUMBERLAND CO.
MY COMMISSION EXPIRES MARCH 2~ 1990
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss:
COUNI'Y OF CUMBERLAND
We, C't Rov !J/E{~"ERJ :If?, and Kri:.;.{Lt j( /Jh/tl'j the witnesses
whose names are signed to the foregoing instrument, being duly qualified
accordingl y to law, do depose and say that we were present and saw the
Testatrix sign and execute the foregoing instrument as her Last Will and
Testament; that she signed willingly and that she executed it as her free and
vol untary act for the purposes therein expressed; that each of us in the
hearing and sign of the Testatrix signed the Will as witnesses; and that to the
best of our knowledge, the Testatrix was that tline at least 18 years of age, of
sound mind and under no constraint or undue influence.
~p~~
;j{~ ." -fll~'.1 ( )
/' I,; to_ 'de, Il~v(.' '"-
S\\Drn to or affinned to and subscribed to before me by t /tU ftluru){i//:J /.
and ((Ijl// t /J/tjlrj , witnesses, this /gYl, day of {2Ltg~lJ I- 1989.
'~,__.<)rJL2.L (,it y;. /'diNlXL()! 0
Notary Public
NOTARIAL SEAL
SHARON l. CANDIOTO. NOTARY PUBLIC
lEMOYNE BORO. CUMBERLAND CO.
MY COMMISSION EXPIRES MARCH 24. 1990
1. $ 4,660.75 to RE/MAX Realty Professionals Inc.
,. Commission Paid at Settlement
L Prol".3ssi.ng Fee to Jack Gaughen Realtors
J. ITEMS PAYAtlLE IN CONNECTION WITH LOAN
l-. Loan Originilion Fee 1.2397 % to Central Penn Mortgage Company
2. Loan Discount % to Finance America, LLC
3. Lender Fee' to Finance America, LLC
4. Flood Search Fee. to Finance America, LLC
5. Document Prepartion Fee. to Finance America, LLC
6. Tax Service Fee. to Finance America, LLC
7. Processing Fee to Central Penn Mortgage Company
8. Appraisal Fee to William Davis
9.
O.
1.
O.ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
1. Interest From 03/14/05 to 04/01/05 @ $ 22.300000/day ( 18 days
2. Mortgage Insurance Premium for months to
3. Hazard Insurance Premium for 1.0 years to
4.
5.
100. RESERVES DEPOSITED WITH LENDER
101. Hazard Insurance 3.000
102. Mortgage Insurance
103. Local/School Taxes
104. County/City Taxes
105. School Taxes
106.
l07.
J08. Aqqreqate Adiustment
100. TITLE CHARGES
101. Transportation Fee
102. Service Rendered Fee
103. Title Examination
104. Title Insurance Binder
105. Document Preoaration
106. Notary Fees
107. Attorney's Fees
(includes above item numbers:
108. Title Insurance
{includes above item numbers:
109. Lender's Coverage
110. Owner's Coverage
111. AL T A Endorsements
112. AL T A Endorsements
113. Closing Protection Letter
114. Express Overnight Fee
115. Wire Fee
116. .
117. TaxCertFee
118.
200. GOVERNMENT RECORDING AND TRANSFER CHARGES
201. Recording Fees: Deed $ 38.50; Mortgage $ 74.50;
202. City/County Tax/Stamos: Deed 1,344.00' Mortgage
203. State Tax/Stamps: Revenue Stamps 1,344.00; Mortoaoe
204. Assiqnment Recordinq Fee Dynamic Recordino Account
205. Recording Service Fee to Dynamic Settlement Recording Account
300. ADDITIONAL SETTLEMENT CHARGES
301. Survey to
302. Pest Insoection to
303. Initiation Fee to The Beacon Hill Cummunity Assoc.
304. Resale Certificate to Property Management Inc.
305. See addit" disb. exhibit to ( r 269.46
400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103 Section J an(l502. Se~ tion K\ ( 7,347.56
By signing page 1 of this stalement. the signatonas acknowledge receipl of a completed copy of page 2 af~r~~ /~ Cl 0 v\~ ~\ "
, o.ydl3mic SettlemenkS~ices, Inc. ~
---------Settlement Agent
SETILEMENT
SE ITLEME~I f
9,411.50
125.00
1,500.00
695.00
27.00
200.00
62.00
300.00
POC $250.00b
%)
401.40
3.000
11.000
months $
months $
months $
months $
months @ $
months ( $
months $
months $
32.42 oer month
per month
per month
38.06 oer month
85.77 per month
per month
Der month
per month
97.26
114.18
943.47
-281.96
to Dynamic Settlement Services, Inc.
to Dvnamic Settlement Services, Inc.
to
to
to
to
to
50.00
After 6:00 PM
Dynamic Settlement Services Inc.
Dvnamic Settlement Services, Inc.
Deed Prep.
12.00
)
to Dynamic Settlement Services
1 033.75
)
$ 121,000.00
$ 134,450.00
to Dynamic Settlement Services, Inc.
to Dynamic Settlement Services, Inc.
to Stewart Title Guaranty Company
to Dynamic Settlement Services, Inc.
to Dynamic Settlement Services, Inc.
100/300/8.1
6.1/5/116
150.00
100.00
35.00
17.00
15.00
to Dynamic Settlement Services, Inc.
10.00
Releases $
Conveyance Fee
113.00
672.00
672.00
672.00
672.00
.45.00
1819 Creek View
95.00
75.00
4,865.69
15,821.19
-
Certified to be a true copy.
D. I' It: vr LVMI\l.
3. DEPARTMENT QF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.0FmHA 3. ~CONV. UNINS. 4.0VA 5. OCONV. INS.
, 6. FILE NUMBER: 17. LOAN NUMBER:
.' '"SE"1TLEMENT STATEMENT 2005020073DSS 0041392390
8. MORTGAGE INS CASE NUMBER:
.. 10.
NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 3/98 (2005020073DSS.PFDI2005020073DSSI32)
NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
andiH.Penc The Oyler Estate Finance America, LLC
70 Bass Lake Drive, Apt T4 16802 Aston Street
misburg, PA 17111 Irvine, CA 92606
iN: 217-96-7764
PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
',19 Creekview Cl. Dynamic Settlement Services, Inc.
~w Cumberland, PA 17070 March 14,2005
Jmberland County, Pennsylvania PLACE OF SETTLEMENT
3800 Market Street
Camp Hill, PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
). GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
1. Contract Sales Price 134,450.00 401. Contract Sales Price 134,450.00
2. Personal Prooertv 402. Personal Prooertv
3. Settlement Charaes to Borrower (Line 1400\ 7,347.56 403.
4. Payoff Mortaaae 404.
5. Payoff Mortaaae 405.
Adiustments For Items Paid By SeIJer in advance Adiustments For Items Paid Bv Seller in advance
3. Local/School Taxes to 406. Local/School Taxes to
7. County/City Taxes 03/15/05 to 01/01/06 365.35 407. County/City Taxes 03/15/05 to 01/01/06 365.35
9. School Taxes 03/15/05 to 03/31/05 61.55 408. School Taxes 03/15/05 to 03/31/05 61.55
::J. 409.
O. 410.
1. 411.
2. 412.
O. GROSS AMOUNT DUE FROM BORROWER 142,224.46 420. GROSS AMOUNT DUE TO SELLER 134,876.90
O. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
1. Deposit or earnest money 2,500.00 501. Excess De DOS it (See Instructions)
2. Principal Amount of New Loan(s) 121,000.00 502. Settlement Charges to Seller (Line 1400\- 15,821.19
3. Existinq loan(s) taken subiect to 503. Exislino loan(s) taken subiect to
4. 504. Payoff of first Mortgage
5. 505. Payoff of second Mortqaqe
6. 506.
7. 507. (Deposit disb. as proceeds)
8. Seller Assist 4,000.00 508. Seller Assist 4,000.00
9. 509.
Adiustments For Items Unpaid By Seller Adiustments For Items Unoaid Bv Seller
O. Local/School Taxes to 510. Local/School Taxes to
1. County/City Taxes to 511. County/City Taxes to
2. School Taxes to 512. School Taxes to
3. 513.
4. 514.
5. 515.
6. 516.
7. 517.
8. 518.
9. 519.
O. TOTAL PAID BY/FOR BORROWER 127,500.00 520. TOTAL REDUCT/ON AMOUNT DUE SELLER 19,821.19
O. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
1. Gross Amount Due From Borrower (Line 120) 142,224.46 601. Gross Amount Due To Seller (Line 420) 134,876.90
2. Less Amount Paid Bv/For Borrower (Line 220) ( 127,500.00) 602. Less Reductions Due Seller (Line 520) ( 19.821.19
3. CASH ( X FROM) ( TO) BORROWER 14,724.46 603. CASH ( X TO) ( FROM) SELLER 115.055.71
he undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
Borrower
&a t'V{:~7.;;( ~1-'t/C!
Brandi H. Pene
Seller Yn t!vJ'.u r ~ fJ L1v hr-n,{!/0
The Oyler Estate (
([ () A l (}Jrj ~LJ VoP-;;;!
ADDITIONAL DISBURSEMENTS EXHIBIT
~
It
,
Brandi H. Penc
The Oyler Estate
Finance America, LLC
Dynamic Settlement Services, Inc.
(717)303-0204
3800 Market Street
Camp Hill, P A 17011
March 14, 2005
1819 Creekview Ct.
New Cumberland, PA 17070
Cumberland County, Pennsylvania
Borrower:
Seller:
Lender:
Settlement Agent:
Place of Settlement:
Settlement Date:
Property Location:
Bonnie K. Miller, Treasurer
2005 County/City Taxes Due
RE/MAX Realty Professionals Inc.
Transaction Fee
Michele Gould
Rembursement Fee
Brandi H. Penc
Seller Pd. Cleaning and Repair
Oyler Estate
Sewer/Refuse Rembursement
Oyler Estate
Proration for Sewer/Refuse Pd.
AON Home Warranty Services, Inc.
Home Warranty
13-25-0010-287
BORROWER SELLER
456.69
125.00
50.00
4,000.00
80.69
13.77
409.00
PAYEE/DESCRIPTION
NOTE/REF NO
70026279
Total Additional Disbursements shown on Line 1305
$
269.46
$
4,865.69
(2005020073DSS. PFD/2005020073DSS/32)
JOHN E. SLIKE
ROBERT C. SAlOIS
GEOFFREY S. SHUFF
JAMES D. FLOWER, JR
CAROLJ. LINDSAY
BRIAN c. CAFFREY
GEORGE F. DOUGLAS, III
MATTHEW J. ESHELMANt
THOMAS E. FLOWER
JACLYN SMITH
LAW OFFICES
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407
EMAIL: attorney@ssfI-law.com
www.ssfl-Iaw.com
August 12, 2005
Register of Wills
Cumberland County Courthouse
Carlisle, P A 17013
Re: The Estate of Evelyn M. Oyler
File No. 21-04-1125
Dear Sir or Madam:
CARLISLE OFFICE:
26 WEST HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
tBoard Certified Creditors'
Rights Representation
REPLY TO CAMP HILL
'j
,::,1
Enclosed please find and original and 2 copies of an Inheritance Tax Return to be filed
in the above-referenced estate. Also enclosed is a check for the filing fee. Kindly return a time.
stamped copy of the return in the envelope provided. Thank you.
Isly
Enclosures
Very truly yours,
/~
! /i s~p; FLOWER & LINDSAY
/ .
-
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10-31-2005
OYLER
12-02-2004
21 04-1125
CUMBERLAND
101
APPEAL DATE: 12-30-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Yr_~~9~~_r~!~_~!~g------~___~~!~!~_~9~~~_~9~!!9~_E9~_Y9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EVElYN M FILE NO. 21 04-1125 ACN 101
BUREAU OF INDIVi:QOAl.-=:TA~SrT,:Y': ~,-
INHERITANCE TAX DrVISr'off -, '-' "- ' 'i"
PO BOX 280601" ,--" ,---
HARRISBURG PA 17128~1l61l1'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
f' ....,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
..... I"';~-
c...)
THOMAS" E flOWER
SAIDfs ETAL
2109 MARKET ST
CAMP HILL
PA 17011
ESTATE OF
OYlER
REV-1547 EX AFP (06-05)
EVEl YN
M
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
DATE 10-31-2005
SEE ATTACHED NOTICE
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
134,450.00
23.964.90
.00
.00
41.378.42
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
34,831.11
14.478.98
Cll)
Cl2)
Cl3)
Cl4)
NOTE:
.00
.00
84,083.82
66,399.43
X 00 =
X 045 =
X 12 =
X 15 =
Cl9)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
199,793.32
49.310 09
150,483.23
.00
150,483.23
.00
.00
10,090.06
9,959.92
20,049.98
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-01-2005 ....... CD005001 1,002.50 23,500.00
TOTAL TAX CREDIT 24,502.50
BALANCE OF TAX DUE 4,452.52CR
INTEREST AND PEN. .00
TOTAL DUE 4,452.52CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. f))/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUI~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 ~X (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Evelyn M. Oyler
FILE NUMBER
ANITA MCCULLY
ACN
2104-1125
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Specific bequests are taxable outright to the beneficiaries before figuring residue.
ROW
Page 1
REV-1500 EX + (6'{)O)
*'
OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
II 04
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
1.1ll
NUMBER
197-01-9629
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prtor 1012-13-82)
o 5. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
I- Oyler, Evelyn M
z
~ DATE OF DEATH (MM-DD-YEAR) ~ DATE OF BIRTH (MM-DD-YEAR)
lj 12-02-2004 I 05-30-1918
~ I (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
I!:! d~'- 1. Original Return 2. Supplemental Return
l<: ~ !:! D 4. Limited Estate 4a. Future Interest Compromise (date of death after
bl ~ g 12-12-82)
5 It: iil ' Ixl 6. Decedent Died Testate (Attach 7. Decedent Maintained a Living Tnust (Attach
R: 'L:..:..l copy of Will) copy of Trust)
c( Litigation Proceeds Received 10 Spousal Povertv Credit (date of death between
. 12-31-91 and 1-1-95)
I-
Z
W
C
Z
o
A.
U)
w
It:
It:
8 I TELEPHONE NUMBER
==ccJj!!}) 737-3405 .
1. Real Estate (Schedule A)
NAME
Thomas E. Flower
FIRM NAME (If applicable)
Said is, Shuff, Flower & Lindsay
1----
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
z
o
~
:3
::::l
l-
ii:
c(
o
W
0::
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
COMPLETE MAILING ADDRESS
2109 Market Street
Camp Hill, PA 17011
(1 ) None OFFICIAI,...!JSE ONLY
=
(2) <=",:-.::.
None 0 c.n
::0 :;:~
(3) None -00 CJ
~r~ <
(4) ":.- fTl
None ~-:c.' 0)
"-~: (;".) ;.'r~
"1 Cj
(5) None i1 ):7...
(6) None
(7) None ~
-.l
(8) 0.00
(9) 0.00 --_.~- ~-------
(10) 5<; u 1 JO
.
(11 ) S ~ (J 100
,
(12)
---~-----_.-
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)
Copyright 2002 form software only The Lackner Group, Inc.
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)
0.00
(14)
0.00
z
o
~
~
::::l
ll.
~
o
o
~
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .00 (15) 0.00
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00
'l.OO
x .045 (16) 0.00
0.00
0.00
x .12 (17) 0.00
x .15 (18) 0 .00
(19) 0.00
Form REV-1500 EX (Rev, 6-00;
PI.
Decedent's Complete Address:
STREET ADDRESS
1819 Creekview Road
CITY New Cumberland
I STATE PA
~-----~-.-
I ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
0.00
Telal Credits (A + B + C)
(2) 0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
0.00
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................. D [!J
b. retain the right to designate who shall use the property transferred or its income;.................................... D [!J
c. retain a reversionary interest; or.................................................................................................................. D [!J
d. receive the promise for life of either payments, benefits or care?.............................................................. D ~]
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?........ C [!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which .
contains a beneficiary designation?.................... .......... ............ ................. ..................................... ..................... [!J D
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 pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and
complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT,!~ ~ RESPONSIBLE FOR FILING RET ADDRESS
Frl)l.Hr..Oyler 519 Bosler Drive
-L Carlisle, PA 17013
m
DATE
/1/11/))
ADDRESS
DATE
SIGNATURE OF PREPAR
Thomas E. FI6
OTHER THAN REPRESENTATIVE
I ".' /
C '( 7; '/[;1 t,"'- /r /1/0
ADDRESS
2109 Market Street
Camp Hill, PA 17011
DATE
I'll 7 ~7S-
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not 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% [72 P.S. ~9116 (a) (1.3)]. A sibling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-l512 EX+ (12.03)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Oyler, Evelyn M.
FILE NUMBER
21-04-1125
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Jeffrey Cohick, accountant fees for preparation of delinquent income tax returns
2.
Income tax due on delinquent returns for tax years 2001, 2002 and 2003
1,000.00
4,607.00
(see attached)
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,607.00
REV 1513 EX+ (9.QO)
ESTATE OF
NUMBER
I.
1
2
3
4
5
*'
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Oyler, Evelyn M
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
Clistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-04-1125
RELATIONSHIP TO
DECEDENT
Do Not List Trusteelsl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
Fred D. Oyler
519 Bosler Drive
Carlisle, PA 17013
brother
1/3 of proceeds
of sale of real
estate; 1/2 of
nArc::nn~1
1/5 of 1/2 of
proceeds from
sale of real
Ac::t~tA ~nli ill;.
1/5 interest in
1/3 of proceeds
of real estate;
ill;. intArAc::t in
1/3 of proceeds
of sale of real
estate; 1/2 of
nArc::nn~1
1/5 of 1/3 of
proceeds from
sale of real
Richard W. Oyler
P.O. Box 1206
Fraser, CO 80442
Nephew
Robert Edward Oyler
P.O. Box 1206
Fraser, CO 80442
Nephew
Andrew J. Oyler
519 Bosler Drive
Carlisle, PA 17013
Brother
John Andrew Oyler
4208 N. 25th St.
Phoenix, AZ. 85016
Nephew
ftiC!'."'JIo."". 0111:. ",
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule J (Rev. 6-98)
SCHEDULE ..
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Evelyn M Oyler 197 -01-9629 12/02/2004
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Ted D Oyler Nephew 1/4 of 1/2 of residue
1363 Lenape Road
West Chester, PA 19382
7 Thomas S. Oyler Nephew 1/4 of 1/2 of residue
317 Walnut Street
Boiling Springs, PA 17007
8 Timothy H. Oyler Nephew 1/4 of 1/2 of residue
440 Morgan Ave. South
Minneapolis, MN 55405
9 Susan Kim Reutter Niece 1/4 of 1/2 of residue
177 East High Street of estate
Carlisle, PA 17013
10 Mary Ann Riley Niece 1/5 shares of 1/3 of
1305 New York Ave. proceeds of sale of
Cape May, NJ 08204 real estate; 1/5 share
of 1/2 of residue
11 Cynthia Jane Stavely Niece 1/5 interest in 1/3 of
3156 Coastal Highway proceeds of sale of
St. Augustine, FL real estate; 1/5
interest in 1/2 of
residue
1
,,)_ -;.-1
~ #KView
t;1'
SSIJ
I ~1-C~- %2.1
~ 141
ESTATE OF EVELYN OYLER 12ID4
:i19 BOSLER DRIVE , lD 05 6lHWJ~
CARUSLE. PA 17013
~~ 11 S."'[1J~Mq~y I$!O..J.Y"'--
cg:~~~~U~/JbU^~~~t Tf'/ ~J~-=--
~Banl(........___c~_"",,,,,, _ ~
... I."'.~
~..;wo[ ~oU ~ 0 4D --------/;;.-'j;. ESe - - .- - --
':03l.:1o.a..I;': 5~ I;?a'l.... 'In- 0.... looQ( a "11:;
.__ _ ""117-.:t~ - - <::I",.
Check 141, Amount $1,828.00 Date Presented 10/18/2005
&S~ ~q1":':ot- '16z..r
143
ESTATE OF EVELYN OYLER 12104 ~o
519 BOSLE\ DRNE 6U-latr.JIJ
CARUSLE. PA 17013 It
---
:;::,~'; {t S. r f? t::A \~ r2 _y I $1 ~( 5 ---.J
~ _,\1.
~~.) '1LIH},.."..c.D Fr~~~J---s 1;\ 0:-:;:
COJ!!!!'Sa';;:.....riU.MM'~..... r-- - - ~
1....7" ,."f.-~E:S-OOl)f ~
,..~.a ~ (() L.{;C) - uE..~(;c..u..~OI'V- ---~
___.':0_3.30La.....: 5~ 1;78'l.... 'l" O'''4n''~~~~
Check 143, Amount $1,315.00 Date Presented 10/18/2005
Date
10/31/05
Account
536789449
s-:s-=*, 'f1- ot-~6.J..r -. 142
ESTATE OF EVELYN OYLER ,..,. ~'" S
519 BOSlER ORI'JE LJ .,MlJI3
CARUSLE, PA 17013 0-' 11
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Check 142, Amount $1,464_00 Date Presented 10/18/2005
145
ESTATE OF EVELYN OYLER 12/08 ( ~
519 BOSLER DRIVE r 0"" \ 6li-1IU!1:!
CARUSLE. PA 17013 ()4.TE I~I 12
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Check 145, Amount $1,000.00 Date Presented 10/17/2005
01-03-2006
OYLER
12-02-2004
21 04-1125
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
Alloun1: Remi 1:ted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-EX-AFP-coi:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-oi---------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EVELYN M FILE NO. 21 04-1125 ACN 101 DATE 01-03-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
"
, . '
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF INDIVIDU~~fi~iii':~': r,--
INHERITANCE TAX DIVISION ,-" -' '- .."
PO BOX za060l
HARRISBURG PA 171Z8-0601
2r",. I,? '.1 r
~:~;f,,\ l~"L;'-'~ -......0
""uu t...'j"..i t
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PH I: 07
THOMAS (:!J1lgWER
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
PA 17011
ESTATE OF OYLER
'*
REV-1547 EX AFP (06-05)
EVELYN
M
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. R..l Est.ta (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedula C) (3)
4. HortpgeslNotes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Proparty (Schedule E) (5)
6. JointlY Owned Property (Schedule F) (6)
7. Transfers (Schedula G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exp.nses/A~. Costs/Hisc. Expensas (Schedule H)
10. DebtslHortgege Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitabla/Govarnaental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(lO)
.00
.00
.00
.00
.00
.00
.00
(8)
.00
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the to1:a1 of ~ returns assessed to da1:e.
ASSESSMENT OF TAX:
15. ~t of Line 14 at Spousal rate (15)
16. ~unt of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 .t Sibling rat. (17)
18. ~ount of Line 14 taxable at Coll.taral/Class Brat. (18)
19. Principal Tax Due
(Schedula J)
NOTE:
:
DATE
03-01-2005
11-21-2005
NUttBER
CD005001
REFUND
INTEREST/PEN PAID (-)
966.05
.00
5.607.00
(lll
(12)
(13)
(14)
.00 X
.00 X
80,345.82 X
64,530.43 X
AHOUNT PAID
23,500.00
4,452.52-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
creeli t to your account,
subMit the upper portion
of this for. with your
tax paYllent.
.00
li.tI007 DO
5,607.00-
.00
144,876.23
00 =
045 =
12 =
15 =
.00
.00
9,641.50
9,679.57
19,321.07
(19)=
20,013.53
692.46CR
.00
692.46CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,A
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
.
REV-1470 E;.'< )
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Evelyn M. Oyler 2104-1125
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted additional debts.
ROW
Page 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
-..
I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-06-2006
OYLER
12-02-2004
21 04-1125
CUMBERLAND
101
EVEl YN
M
THOMAS E FlOWER
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
Allount Rellitted
PA 17011
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 OYLER EVElYN M FILE NO.21 04-1125 ACN 101 DATE 02-06-2006
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: 01-03-2006
PRINCIPAL TAX DUE: 19,321.07
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-01-2005 CD005001 966.05 23,500.00
11-21-2005 REFUND .00 4,452.52-
01-19-2006 REFUND .00 692.46-
TOTAL TAX CREDIT 19,321.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR>,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. >
rft
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Evelyn M. Oyler
Date of Death: December 2, 2004
will No.
21-04-1125
Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
complete:
1. State
Yes ~i
whether
No
administration
of
the
estate
is
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~i No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
t ///>1
- / I
/ /,1 ,./' / /1
I l/I/i/t '/ !)'~ try
Si ature /
Name: Thomas E.
I.D. No. 83993
SAIDIS, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Date:
-1 tJ/O(1
/
Capacity:
Personal Representative
j x Counsel for Personal Representative
c.:=: : t r
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