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Home My WebLink About04-1122 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Doris J. Swanaer No. r21- 64- /kJd also known as , Deceased Social Security No. 201-18-5890 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) [Xl A. Probate and Grant of Letters and aver that Petitioner is the executrix named in the Last Will of the Decedent, dated Aoril14. 1997 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the vIctim of a killing and was never adjudicated incompetent: ............................................................................................... n B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) Petilioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if anv) and heirs; I Name Relationship ResIdence .,:-", . -C::,. ... f~: I CD (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. ~CJ Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last farT]11Y or principal residence at 940 Walnut Bottom Road Carlisle Penns vania 17013 U1 (list street, number and municipality) Decedent, then 79 years of age, died November 29. 2004, at 940 Walnut Bottom Road. Carlisle. PennsYlvania 17013 (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property ................................................................................................................................. $ 17,500.00 (If not domiciled in PAl Personal property in Pennsylvania (If not domiciied in PAl Personal property in County Value of real estate in Pennsylvania ......................................................................................................................................................... $ 0.00 Total........................................................................................................................................................................................... $ 17,500.00 Real Estate situated as follows: Wherefore, Petitioner(s} respectfully requasles) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate fann to the undersigned: T ad or rinted name and residence Linda A. Swan er 6117 MacArthur Drive Harrisburg, Pennsylvania 17112 FonnRW.1 Page 1 012 (C.upllInCounty)_Rev.tII2 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner( s) and that. as personal representative( s) ofthe Decedent, Petitioner( s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed .-r- N~.4.0,.7__ before me this stl.._! day of ~L(\ 0 n1 h"i. . 20,dLJ ~,d"'-t~.~;~, ~.~~ ............ .. . ..... . ... ... .... ........ .................................... DECREE OF REGISTER Estate of Doris J. Swanaer Deceased No. d,l-()4-- UJ~ also known as Social Security No: 201-18-5890 Date of Death: November 29. 2004 AND NO~1 n 1,no\ b-f A R -leI-- ,2~, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters liiil"'restamentary 0 of Administration _ are hereby granted to Linda A. Swanaer in the above estate and that the instrument(s), if any, dated Aoril14. 1997 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters................. ......... $5D ,(\1) Jjj ...-in ~n, '" ''''Ix~t:;t) $ q (i\:) Register of Wills ~'\.. (~ , Short Certificate(s)..(~.... ;a.p<1J Renunciation. ... '" '" ... ..... $ Affidavit ( )................. $ Extra Pages ( )............ $ )~ .no CodiciL........................ $ JCP Fee........................ $ Attorney: Shaun E. O'Toole Inventory...................... . $ 1.0. No: 44797 Other...............,.J~..... $ 10 Ii\\) Address: 2813 North Second Street $ <i?1f ill Harrisbura. Pennsvlvania 17110 TOTAL................ Telephone: 17171213-6653 OATEFILEO:J) -"i(-()~ Form RW-1 Pao- 2 012 (o.uphln County)_ Rev. M2 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Doris J. Swanger Date of Death: November 29. 2004 Estate No.: 01122-2004 ~/- () Lj - / fa. ~ 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: I. 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. I is yes, state the following: A. Did the personal representative file a final accounting 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 X 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. Date: 010(21105 ~~ ~81)~ .....s(gnature Shaun E. O'Toole Name (please type or print) 2813 North Second Street Harrisburg. Pennsylvania 17110 Address (717) 213-6653 Telephone No. Capacity: Personal Representative X Counsel for Personal Representative r (j/t v "H"'::' .R~V ""; ) certify that the information here given is correcth copied from an original certiticate of death du;~. filed with me as ;.:;~:i~~gistrar. The original certificate will be forwarded t" the State Vital Records Otfice for permanent 1 mg. WARNING: It is illegal to duplicate this copy by photostat or photograph:.,,; Fee for Ihis certificate. $2.00 ~-;;7ijj~",,, 1,'.'(~)J-'tDF p;;,---_~ " ",~ ~~- l~ ~~ l~a~\ ~~I 'C." I,~~ ~~I"', I_~ ~u, -{J'1. .I~1 '*~"""':'/*f /I-Jo-i 10887378 \* ,'- /.~l P ~4iMENn{i\~'" I No. ~"""N'N##,,'J//I" Date ~ c:i "'" C::-::J P--, C"J I CO mo~ '.0.31'1.. 1187 COMMONWEALTH OF PENNSYLVANIA. DEPA.RTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH -0 ,YPE/PAlHT !',",(~<l[~u"e[R ~ '. PEAIlANfHT NAIolEOI'DECEDEttT(f".....__,...., '" SGC'AlSEcuAlrn,VlolSEA IkACklH1( '. DORIS JANE SWANGER ~. Female .. 201 --- 18 11/29/2004 AGE(l..S""'OoVI UHOEA I YEAA UI<<lEAI~ BlIfTHJ>t.ACEa=./1r""" F'L.oCEOI'Ot:Jlf..,C,""'.""'y.....___.e."","",..,....".,........,...1 "'-no! o.p. .-. ill.,,,,.. '.....",.CI~C""""V! HOsprw. 79 VtI 1. Harrisburg, FA I~'_O EIIIO..cp;,"'''IIW ~~JO .. k eouNT'YOFtlEATH FACII.ITYN...""EI"""'"......,'''''~,..'''~'.''''''.'m"... F'lACE.""'otAQnlncliM.a..:..-........ IS~, . k Cunberland .... Car lisle w. HCR-ManorCare ,. White DECEOEH1"S usu..... OCCUMflOtt KIHOOF8US'NESS/'NOUSTAV 'MSOECEOENTeVEAiIII MAIl'T.....SWUS........-.l SURIIl\IlNGSPOust l~..;::..~.:::~ US,AA""EOFOACES? "._""""_.w_. 'W_";lMI-........., .....0 ~29 """'-ct($~J . 11.. Retired - RN " Nusin Home .. It. Widowed DECEDENT"SIUolI.WG.I.DOAESSlSlt... C""","-. ~Zil>C"'" DECEDENT'S 17c.KJ.....~IiIoed.. West 6117 Macarthur Drive '''''"''- 17..Sl,o.. "" - l'lISlOENCE -- Harrisburg, PI. 17112 ...-- Dauphin ....". """..,.,"""', -' Tt...o':;..,,~oI .. ITlo.ec.,...,y --- ~SNAMEIF.Il."'-.l,",) MOTHEII'SNAw.e,F.", ""_'''''..o.ns...n..."., ... LIo d Akens ". Grace Lynch 1NF00000000'StWoE(T~ INFOIIM.oJtr's MAlUNO ADDREss (SIr.... c""""""" s..., rrp Coolr, PA 17372 Gerald K. Swan er Jr. . 4520 Oxford Rd. York S rin 5, ME'THOOOFOIsPOsltlOft OAtEOFOISPOSITIOft PlAC"E OFOISPoSiTIC>>I.,""", oIC_..-"C,............ lOCRlO/ljC~.s....Zipeoa. . .....og es_O ~"-Sl...O (MclNn. o.y. *-'1 0",,",",," _0 """'- 0 12/2/2004 21c. Woodlawn Mem. 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I' .L!\ST WILL AND TESTAMENT OF OORIS J" SWANGER I, OORIS J" SWANGER, of Harrisburg, DauIilin County, Penn- sylvania, being of sound and disposing mind and memqry, dc:,make, -, .;:;". publish and declare this to be my Last Will and Testament, [hereby , revoking all Wills and Codicils by me at any time made" CJ I ,')J .--" TAXES" I direct that all inheritance and.estate - ITEM I: taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my E:x:ecutor out of the property passing under this Will, which is not specifically bequeathed or devised, as an expense and cost of administration of my Estate" My E:x:ecutor shall have no duty or obligation to obtain reimbursement for any such tax paid by my E:x:ecu- tor, even though on proceeds of insurance or other property not passing under this Will" ITEM II: SPEX::IFIC BEQUESTS" I hereby make the fOllCMing specific bequests: (a) If, at the time of my death, I am survived by dogs which I own, I give them to BARBARA SCHAFFER of 85 Hummel Avenue, Lerroyne , Pennsylvania, whose Page 1 of 4 Pages =6'...::r;:J. telephone number at the drafting of this Last Will and Testament is (717) 737-0733. (b) I give to my son, JACOB D. SWANGER, my corner cupboard and the contents therein. (c) I give to my daughter-in-law, LINDA SWANGER, my Kimball piano and picture hanging above my piano. (d) If I own it at the time of my death, I direct that my house, located at 3219 Batesfield Road, Harris- burg, Permsylvania, shall be sold and the net proceeds thereof be distributed as follows: (i) ONE THOOSAND FIVE HUNDRED OOLLARS ($1,500) to my church, First Assembly of God, located at 4700 North Progress Avenue, Harrisburg, permsylvania; and (ii) The balance of said proceeds, in equal shares, to such of my following named sons as survive me: (aa) GERAlD K. SWANGER, JR., of York Springs, Permsylvania; (bb) JACOB D. SWANGER, of LemJyne , Permsylvania; (cc) ROBERI' L. SWANGER, SR., of Linglestown, Permsylvania; and ct ') Page 2 of 4 Pages ca' J, (dd) RANDY E. SWANGER, of Harrisburg, Pennsylvania. ITEM III: RESIDUAL ESTATE. I direct that all the rest, residue and remainder of my estate shall be distributed to my issue per stirpes. ITEM IV: EXECUTOR. I hereby nominate, constitute and appoint my daughter-in-law, LINDA A. SWANGER, of LinglestcMn, Perm- sylvania, to be the Executrix ("Executor," herein) of my Estate. ITEM V: EXECUTOR'S PCMERS. In the settlement of my Estate, my Executor shall possess, among others, the following powers: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advanta- geous to my Estate, any or all real or personal estate or interest therein, whether owned by Ire severally or in conjunction with other persons or acquired after my death by my Executor and to consUIlllla te said sale or sales by sufficient deeds or other instI'l.llYents to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without liability of the purchaser or purchasers to see to the application of the purchase noney or to make inquiry into the validity of said sale or sales; also, to make, execute, Page 3 of 4 Pages 9,~,J\ acknowledge and deliver any and all deeds, assigrnrents, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my WilL (b) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. (c) To distribute my Estate in kind or in money. In the event assets are distributed in kind, such assets shall be distributed at their value (s) on the respective daters) of their distribution. (d) To do all other acts in the judgment of my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. IN WI'rnESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament this /1' day of 1 Cc:p-<C 1997. C-~Ct-{~ "V0~11''''M~ Dor~s J anger , Page 4 of 4 Pages We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testa- trix, as and for her Last Will and Testament, in the presence of us who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Te$t rix was of sound and disposing mind and merrory. (SEAL) ReSidi,ng at 7/7) :!;t?7f(?)et.f ;;:P ~~ G",p /)ll, 19 (SEAL) Residing at '?f/J f.\f v;lIo,,", if/ei'f i) [);~.be'lz.rNv"', IA J/OdJ J, (SEAL) tw) Residing at::;rlt L I {(z/.{: ,y " . v (/11~?;h / / f~' / V;) AFFIDAVIT Camronwealth of Pennsylvania County of Dauphin We, the undersigned Testatrix and Witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and declare to the under- signed authority that: L The Testatrix signed and executed the instrument as the Testatrix I s Last Will and Testament. 2. The Testatrix signed and executed the Will willingly as the Testator's free and voluntary act for the purposes therein ex- pressed. 3. Each of the Witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness. 4. fu the best of the knowledge of each of the undersigned, the Testatrix was at the time 18 years of age or older, of sound mind and under no constraint or undue influence. ~ ~~~ "Witness") Sworn or affirmed and subscribed to before me by the above- named Testatrix and Witnesses, this lift!; day of t~t. 1997. 0, d1 - ,..,.------',.-.-., .fll. . MARY . DAVIS, t-Mar( P!lbl~ City 01 Harrisburg O;JlJP'1iC< ';iJ I) M Commission Exptt"c "havJO.1Qga BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.7 Name of Decedent: Doris J. Swanger Date of Death: November 29, 2004 FileNo. 2004-01122 To the Register: I certifY that notice of estate administration required by Rule 5.6 of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above-captioned estate on February 9,2005: Name Address Gerald K. Swanger, Jr. 4520 Oxford Road York Springs, Pennsylvania 17372; Randy E. Swanger 616 Gates Lane Enola, Pennsylvania 17103; Robert L. Swanger, Sr. 6117 MacArthur Drive Harrisburg, Pennsylvania 17112; and Jacob D. Swanger 528 Walnut Street Lemoyne, Pennsylvania 17043. Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: 02/0']/06' ~1-.~ --Name: Shaun E. O'Toole, Esq. ,"r) Address: 2813 North Second Street (,') Harrisburg, Pennsylvania 17110 Telephone: (717) 213-6653 ~) Capacity: _ Personal Representative l Counsel for Personal Representative , uJ Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY II L2. Estate of Doris J. Swanoer No. 00112 of 2Q04 also known as Date of Death November 29.2004 , Deceased Social Security No. 201-18-5890 Personal Representative(s) of the above Estate, deceased, verify that the items appearing In the following Inventory Include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each Item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears In a memorandum at the end of this Inventory. lIWe verify that the statements made In this Inventory are true and correct. lIWe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Shaun E. O'Toole Linda Swanoer I.D.No.: 44797 d~~t Address: 2813 North Second Street Dated 7'..40) Harrisbura. PA 17110 Telephone: (717) 213-6653 Description Value (1) M & T Bank - Checking Account # 83052402 $ 17,497.21 (2) Refund from Hetrick Funeral Home $ 333.50 (3) AARP Hospital Benefit Program $ 2,119.50 r',.) - .t:" " ,. ~" ':.t. (Attach Additional Sheets if necessary) Total: $ 19,950.21 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, Include the value of each Item, but such figures should not be extended Into the total of the Inventory. Form RW.7 (Dauphin County. Rev. M2) ~. ND ~IZOB~1~ FEE- b~. ~ REV-1SOOt;X(6-<lO) REV-1500 COMMONWEAlTH OF PENNSYlVANIA DEPARTMENT OF REVENUE INHERIT ANCE TAX RETURN FILE NUMBER DEPT. 280601 21 04 00112 'L HARRISBURG, PA 17128-0601 - RESIDENT DECEDENT -- -- ----- COUNTY cooe YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INiTIAl) SOCIAL SECURI1Y NUMBER t- SWANGER, DORIS J. 201-18-5890 Z W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE Q W 11/29/2004 03/23/1925 REGISTER OF WILLS 0 SOCIAL SECURI1Y NUMBER W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INmAL) Q w ~ 1. Original Retum o 2. Supplemental Return o 3. Remainder Retum (date ofdealh prior III 12-1~2) .... lI/::$en o 4. Limited Estate o 4a. Future Interest Compromise (date 01 dealh after 12-12.a2) o 5. Federal Estate Tax Retum Required (,)lr:lI/: wlL(,) :z:oo o 6. Decedent Died Testate (AtIach copy of Will) o 7. Decedent Maintained a Living Trust (AtIach copy o!Trust) 8. Total Number of Safe Deposit Boxes (,)lr:-l ILIll - IL o 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date oIdealh -..012-31-91 and 1-1-95) o 11. Election to tax under Sec. 9113(A) (AtlachSchO) oC .... .. .-.JIIM_i i~~"_I"""'._.::.~~~ . r....lll_;. z COMPLETE MAILING ADDRESS w NAME Q Shaun E. O'Toole z 2813 North Second Street 0 IL FIRM NAME (ff AppIicabIa) Harrisburg, Pennsylvania 17110 en w lr: lr: TELEPHONE NUMBER 0 (,) (717) 213-6653 1. Real Estate (Schedule A) (1) 0.00 2. Stocks and Bonds (Schedule B) (2) 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 19,950.21 Z (Schedule E) 0 6. Jointly Owned Property (Schedule F) (6) 0.00 5 o Separate Billing Requested r,v ::;) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 22,320.00 - t- (Schedule G or L) - 0: ..... <( 8. Total Gross Assets (total Lines 1-7) (8) 42,270.21 0 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,030.37 W a:: (10) 1,917.37 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) 3,947.74 12. Net Value of Estate (Line 8 minus Line 11) (12) 38,322.47 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 0.00 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 38,322.47 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15. Amount of Line 14 taxable at the spousal tax 0 38,322.47 x.O 45 (15) 1,724.51 ~ rate, or transfers under Sec. 9116 (a)(1.2) ~ 16. Amount of Line 14 taxable at lineal rate x .0 _ (16) ::;) D. 17. Amount of Line 14 taxable at sibling rate x .12 (17) :E 0 18. Amount of Line 14 taxable at collateral rate x .15 (18) 0 ~ 19. Tax Due (19) 1,724.51 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS 940 Walnut Bottom Rd. CITY Carlisle I STATEpA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) (1) 1,724.31 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount 90.76 Total Credits ( A + 8 + C ) (2) 90.76 3. InterestlPenalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + 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) 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 1,633.75 A. Enter the interest on the tax due. (5A) 8. Enter the total of line 5 + 5A. This is the BALANCE DUE. (58) 1,633.75 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;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 Ii] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 Ii] 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 Ij] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 Ij] 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 l:A perjury, I declare 1hal1 have examlned this rellrn, including IICCOIllJl8I'lYng schedules and statements, and to the best of IIff koowIedge and belief, ft is 1Iue, CllIJ'llCI and complete. Declaration of preparer olher than the personal representetlve is based on all information of wtich preparer has any knowledge. SIGNAT~~E~BLE FOR FILING RETURN DATE ADDRESS ~ e7~oy / 6117 MacArthur Drive, Harri urg, PA 17112 SIGNAT F PREP~R ~~P~ESENTATIVE DATE .. .. - --, -~~ -....----.-~------_.-._._--.---.. -..------.-- ..~-_.._____.__.__..JX)._.L2_~j!?~__. _'__ A RESS 2813 North Second Street, Harrisburg, PA 17110 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 PS. ~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-1508 EX+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF RLE NUMBER SWANGER, DORIS J. 21-04-0112 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joIntty.owned with right of survivorship must be disclosed on Schedule F. ITEM VAlUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M & T Bank Checking Account (#83052404) 17,497.21 2. Refund from Hetrick Funeral Home (pre-paid funeral) 333.50 3. MRP Hospital Benefit 2,119.50 TOTAL (Also enter on line 5, Recapitulation) $ 19,950.21 (If more space is needed, insert additional sheets of the same size) 'JD. . ." :,' -. '."" :",.,:";: :",.~.~,---,:""" ''-''-' ", .,-'". "c-:'"--;-.",:,,,,,'=-::-' -". .' __ 'n - ._". - -. ,_,_ ---._, _' ' ,'_- ,- .,,'" -, -,,-,_., .,__'C , _,,_,._ '_ "", '_ ,_ ,,_ n __, _ ,'.' -._' . - _ .', _' ::.-" '_ -, _" - - - . :: - - - ,-- - - -_~ - c. ,'_'C., ',:_ ":. _', - _ _-_', ' ", - _ _, _' ___' _'0_; - '-_',_ '-~'.- ___,' ,_,_-: _. ._ _, - '_, - '_ ,_ _': '_:_' :'. ',_ __' - ,_>-_u,--,_".-":"_,..,.,_',.,.'-,--;.:--' '__ _ , : .:MlJt('~~:c::~7:?:::.~E~~~IilZJo>~:~~~;~';;~: r~~~?:i!r;:;&D;';!#~iiif~::''''....''l I'!~A~.~'.;.. '.1::. ...:.... ..~:.... .'.'.. .1 130524.2 CLASSIC CHECKIIC NDV . 04-DEC. 03,2004 1 OF 1 00 0 D6119H"" 017 __ 7967 - - DORIS JANE SWANGER _ 4520 OXFORD RD YORK SPRINGS PA 17372 PBeROOK -~ ------ ----- ...... ........ .......... 0.00 18,297.61 ACCOUNT ACTIVITY ~.~I~:\~'~j~:~:~;~f~~t~:H;~:~.~~;"~""'~~:~;:~'\':".:.}:;~;. .{:?;:,..' :'....~:/.:;~.~~.~(j.~/.~.n~{:~j:;/:.~t' t.. ,.: ."". ; ~~.,:~, 11-04-04 BIEGIIINlJC BALANCE $21,486.90 11-08-04 DEPOSIT _ 4,926.48 26,413.38 11-10-04 CHECK ....ER 4441 8,430.50 17,982.88 11-16-04 CHECK ....ER 4439 48.93 17,933.95 11-19- CHECK ....ER 4442 286.74 17,647.21 11-24-04 CHECK ....ER 4440 150.00 17,497.21 11-30- PA TREASURY DEPT AlMJITANT 423.39 11-30-04DAUPIIIN COUNTY R PAYROLL 3n.Ol 18,297.61 12-03-04 US TREASURY 303 SOC SEC 989.00 12-03-D4NOD,SSA,12/03lD4,DORIS SWANGER 989.00 18,297.61 EllDIIC BALANCE $18,297 .61 b/)~~:~:~':':::':'::::::-j(.;:\'{~):'~:j~~t~~\ ~:~:;):':::,~;:~:::~'::~:})/~r::.~':;~'~'f:':::':\:: ::r:c"~ '~PAIi(~RY::'.~ .~ :'{' ::::: \.:. ::.:.;):~.~ .~. ~.\)jr:):n :.U::j~~.~~~ ~::~.:; :; E :....:.:.~.:::~:r{.::..:.:.:;::.~~~: ::.:~ 4439 11-16-04 48.93 4440 11-24-04 150.00 4441 11-11-04 8,438.58 4442 11-19-04 286.74 IMPRESSED BY THE SERVICE YOU RECEDED AT "IT? IF YOU"D LIKE TO NOItDIATE AN "IT BANK EttPLOYEE FOR EXCEPTIONAL CUSTOItER SERVICE, PLEASE COtIPLETE OUR tI&T SERVICE EXCELLENCE Felli AT WW.IWIDTBANK.cotVEXCELLENCE. WE APPRECIATE YOUR FEEDBACK! tI&T"S WEBSITE IS A POWERFUL RESOURCE THAT CAN HELP YOU twCE INFORtIED FINANCIAL DECISIONS. YOU CAN ACCESS YOUR ACCCUtTS, USE PLANNIIC TOOLS, OPEN AN ACCOUNT, OR FIND YOUR NEAREST "IT BRANCH OR A'm. VISIT WW.twIDT8ANK.COtI TODAY! REV-1510 EX+ (6-98* SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER SWANGER, DORIS J. 21..()4-112 This schedule must be completed and filed if the answer lD any of questions 11hrough 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY DATE OF DEATH ITEM INCLUDE THE NAME Of THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE Of lRANSFER. ATTACH A COPY Of THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICA8l.EI VALUE 1. Gift of $5,580 to son, Gerald K. Swanger, Jr., on September 30, 2004 5,580.00 100 5,580.00 2. Gift of $5,580 to son, Randy E. Swanger, on September30, 2004 5,580.00 5,580.00 3. Gift of $5,580 to son, Jacob D. Swanger, on September 30, 2004 5,580.00 100 5,580.00 4. Gift of $5,580 to son, Robert L. Swanger, Sr., on September 30, 2004 5,580.00 100 5,580.00 TOTAL (Also enter on line 7 Recapitulation) $ 22,320.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12099)* SCHEDULE H COMMONWEAlTH OF PENNSYlVANIA FUNERAL EXPENSES & INHERITANCE TAX RElURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER SWANGER, DORIS J. 21-04-0112 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Post funeral reception 232.85 B. ADMINISTRATIVE COSTS: 1. P8ISOnal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) - Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 1,700.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees 84.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Randy Swanger - Reimburse for drycleaning of funeral gown 13.52 TOTAL (Also enter on line 9, Recapitulation) $ 2,030.37 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-00) '* SCHEDULE I DEBTS OF DECEDENT, COMMONWEALlH OF PENNSYlVANIA INHERrrANCE TAX RETURN MORTGAGE UABIUTlES, & UENS RESIDENT DECEDENT ESTATE OF FILE NUMBER SWANGER, DORIS J. 21-04-0112 Report debII incumld 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. NeighborCare Pharmacy - medication 321.80 2. Manor Care. nursing home expense 1,581.05 3. Linda Swanger - reimburse for cost to repair glasses 14.52 TOTAL (Also enter on line 10, Recapitulation) $ 1,917.37 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) *' SCHEDULE J COMMONWEALTH Of PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALE NUMBER SWANGER, DORIS J. 21-Q4-Q112 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Gerald K. Swanger, Jr. 4520 Oxford Rd, York Springs, PA 1737 Son 0.25 2. Randy E. Swanger 616 Gates Lane, Enola, PA 17103 Son 0.25 3. Jacob O. Swanger 528 Walnut Street, Lemoyne, PA 17043 Son 0.25 4. Robert L. Swanger, Jr. 6117 MacArthur Dr. Harrisburg, PA 17112 Son 0.25 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET n 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 (If more space is needed, insert additional sheets of the same size) . . . . . .. . . ..~ WIIiL-':AND ~ . OF DORIS J. SWANGER I, DORIS J. SWANZR,' of Harrisburg, Da~ County, Penn- sylvania, being of sourn and disJ;x>sing mind and IDe!lIDrY, do make, p.1blish and declare this to be my Last Will and . Testanent, hereby revoking all Wills and Codicils by me at any time made. ITEM I; TAXES. I direct that all inheritance and estate taxes ~9 due by reascn of nw death, .whether such taxes may he payable by my Estate ~ by any ;ecipient of any property, shall be paid by my Executor out of the property passing under this Will, which is not ~ifically bequeathed or devised, as an expense and cost of admiDistration of my Estate. My . Executor shall have IX).. duty.. or - cbligation to obtain reimbursement for any such tax paid by my Execu- tor, even though on proceeds of insuraooeor other prqJerty -not passing under this Will. ITEM II: SJ?J!OFIC BlQ1ESTS. I hereby make the following specific bequests: (a) If, at the time of my death, I am survived by dogs which I own, I give them to BARBARA SCHAFFER of 85 Hrmnel Avenue , IsIoyne , Pennsylvania, whose Page 1 of 4 Pages ~'6:J, . . . . ~ " telephone nrll'i:~r at t:he:-dra:fting of this Iast Will and Testament is (717) 737-0733. I : (b) I give to my son, IN.DB D. SWAtGER, my corner cupx>ard and the contents therein. (e) I give to my daughter-ill-law, LINDA ~, my Kimball piano and picture hanging aOOve my piano. (d) If I own it at the time of my death, I direct that my house, located at 3219 Batesfield Road, Harris- burg, Pennsylvania, shall be sold and the net proceeds thereof be distributed as follCMS: (i) am 1'HaJSAlI) FIVE HtJNImI)OOLLABS ($1,500) to my church, First Assembly of God, located at 4700 North Progress Avenue, Harrisburg , Pennsylvania~ and (ii) The balance of said proceed.s, in equal shares, to such of my following named sons as survive me: (aa) GERArD K. SWANGER, JR., of York Springs, Pennsylvania~ (bb) J1C)B D. SWAR;ER, of Lem:::Jyne , Pennsylvania~ (ee) ROBER[' L. SWANGER, SR., of Linglestown, Pennsylvania~ and Page 2 of 4 Pages ~~'J\ . . . .. . , (&1) IU\NOY E. SWAliGER, of Harrisburg , Pennsylvania. IT1lM ITI: RESIDUAL ESTATE. I direct that all the rest, residue am remai.mer of Iqy estate shall. be distri.b.1ted to Iqy issue per stirpes. ITJ!M IV: ~Jq; .;u',1'();{. I .. hereby 1'1(WlIl n~te, oonstitute and appoint Iqy daughter-in-law, LINIlA A. SWAN'G.RR, of Li.ngl.estown, Penn- sylvania, to be the Executrix ("Executor,"-herein) of my Estate. I'lDl V: Ek..l!urJ.'OR'S PCMERS. In the settlement of Iqy Estate, ~ Executor shall possess, i3IlDllg others, the following powers: (a) To sell either at public or private sale and upon such tenns and conditions. as my EKecutormay deem-..advanta- geous to Iqy Estate, any or all real or personal estate or interest therein, 'Whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor and to consunmate said sale or sales by sufficient deeds or. other instrunents to the purchaser or purchasers,. ,conveying a fee.siDple title, free and clear of all trust and without liability of the purchaser or purchasers to .see-to the awlicati,on of the purchase lOOney or to make inquiry into the validity of said sale or sales; also, to make, execute, Page 3 of 4 Pages =i1 · '?J;' J \ . . . .. .. acknowledge and - deliver any and all deeds, assigmnents , options or other writings which may be necessary or desirable in carrying out any of the. .~s conferred upon my Executor in this paragraph or elsewhere in my Will. (b) To pay all costs , taxes, expenses am charges in connection with the administration of my Estate. (c) To distri.bu1:e my Estate . in kind or in money. In the event assets are distributed in kind, such assets shall be distributed at their value(s) on the l:eSpeCtive date (s) of their distribution. (d) To do all other acts in the judgment. of . my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate.... _ _. IN wnNESS ~, I have hereunto set my hand imd seal to this, my Last Will and Testament this /.( day of ~ 1997. ~~~~r Page 4 of 4 Pages Oar s-J , . . . . - ~ We, the - undersigned" bet'eby-eertify .that the foregoing Will was signed, sealed, published and decl ared by the above-Jl~ Testa- trix, as and -for her Last Willand'l'estament, in the presence of us who, at her request CiOO>inher presence and in the presence of each other, have hereunto set our hands and. seals the day and year above written, and we certify. that at tbetine of tbeexecution thereof, the said. . was f~and aisposing mind and meomy. (SEAL) 7at 3'5~~7k~ gL~' -..~ 1#/11 .. ReSiOll'g at ") 10 Eqjf VIHIW Jf~ liS- .;~- .(~) - . . .... .. ."..C..", ... ~~ (SPALl f):~~e1L~"\l fA 1-703.3- Residing atgr;n- GlAJ:Ji(J R/iirI- a,; IJid, & tlt/l . ~< . .. . ~. , ~VIT CamDnwealth of Pennsylvania County of DaUJ;tUn We, the undersigned Testatrix and. Witnesses, respectively, whose names are signed 1::0 the attached or foregoing instrument, being duly qualified accordi.ngto law, do depose aIX1 declare 1::0 the under- signed authority that: 1. The Testattix signed and executed the instrument as the Testatrix' s Last Will and Testament. 2. The Testatrix signed and execut:ed. the Will willingly as the Testator I S :free and voltmtary act for the purposes therein ex- pressed. 3. Each of the Witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness. 4. 7b the best of the knowledge of eac::h of the . UIldersi.gned, the Testatrix was at the time 18 years of age or older, of sound mind and under no constraint or undue influence. ~~ ~~/ Sworn or affiJ:med and subscribed to before me by the above- named Testatrix and Witnesses, this /tft;$ day of ~~ ~ ~1997. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005003 SWANGER LINDA A 6117 MACARTHUR DRIVE HARRISBURG, PA 17112 ACN ASSESSMENT AMOUNT CONTROL NUMBER -~------ fold ---------- -------- 101 I $1,633.75 ESTATE INFORMATION: SSN: 201-18-5890 I FILE NUMBER: 2104-1122 I DECEDENT NAME: SWANGER DORIS J I DATE OF PAYMENT: 03/01/2005 I POSTMARK DATE: 03/01/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/29/2004 I I TOTAL AMOUNT PAID: $1,633.75 REMARKS: L SWANGER CHECK#104 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COKHONWEALTH OF PENNSYLVANIA *' DEPARTMENT OF REVENUE ~'~,'- "'~-. ;-_.~_ "r-...''-:'' NOTICE OF INIft:RITANCE TAX BUREAU OF INDIVIDI1AL,cT'Al!J;$U APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DI"'ISIOH~-,-- OF DEDUCTIONS AND ASSESSMENT DF TAX PO BOX 280601 HARRISBURG PA 11128-0601 REV-15~7 EX AFP (03-05) F5r!V 16 DATE 05-09-2005 UJ '1;\1 '. ESTATE OF SWANGER DORIS J DATE OF DEATH 11-29-2004 CLERK OF FILE NUMBER 21 04-1122 ORPHAN'S COU COUNTY CUMBERLAND SHAUN Ct<<J!!!!![Il~"dD (;() PA ACN 101 2813 N SECOND ST I AoIount R...i UIMI I HBG PA 7110 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 ... j1!V-"MIl,."tf.m.m~'.'1M .tft!'.IMfI!I\!'I"lM!l!'.m.l'll\fllTftMMt'~.Yt:tWlM!lr.lIl'.............. ... DIS LLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SWANGER DORIS J FILE NO. 21 04-1122 ACN 101 DATE 05-09-2005 TAX RETURN WAS: I X] ACCEPTED AS FILED I ] CHAIIllED RESERVATION CONCERNING FUT RE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN SED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule A) 11] .00 NOTE: To insure proper 2. Stocks and 80nds ( 12] .00 credit to your account, 3. Closely Held Stock/Pert rshlp Interest (Schedule Cl 13] .00 sub.it the upper portion of this form with your 4. KortgageslNotes Rec.lv le ISchedule D] I...] .00 tax pll)'llent. s. CashlBank DepositsIHisc Personal Property (Schedule E) IS] 19.950.21 6. Jointly Owned Property Schedule F] 16] .00 7. Transfers (Schedule G) 17] 22.320.00 8. Total Assets 18] 42,270.21 APPROVED DEDUCTIONS AND E EMPTIONS: 2,030.37 9. Funeral ExPenses/Ada. C sts/Misc. ExPenses (Schedule HJ 19] 10. DebtslKortgege Llabl1lt eslLlens ISchedule I] 110] 1.917.37 II. Total ~tlons Ill] 3.947 74 12. Net Value of Tax Ret rn 112] 38,322.47 13. Charltab18/SoY8rnneR 81 Bequests; Non-elected 9113 Trusts (Schedule JJ 113] .00 1~. Net Value of Estat. biect to Tax 11~] 38,322.47 NOTE: I~ an asseSSMent as issued previDus~. lines 14. 15 and/or 16. 17. 18 and 19 will reflect ~igures t at include the tala D~ ALL returns assessed tD date. ASSESSMENT OF TAX: .00 X 00 .00 15. Aeount of Line l~ et 115] = 16. Anount of Line 14 tax Ie at Lineal/Class A rate 116] 38,322.47 X 045 = 1,724.51 17. A.aunt of Line 14 at S bli"" rat. 117] . 00 X 12 = .00 18. Amount of Line 14 ta le .t Collateral/Class 8 rate 118] .00 X 15 = .00 19. Principal Tax Due 119]= 1,724.51 C : DATE IIUIlBER INTEREST/PEN PAID 1-] AIIOUNT PAID 03-01-2005 CD00500 .00 1,633.75 PAVMENT MUST BE MADE BV 8-29-2005*. TOTAL TAX CREDIT 1,633.75 ~ BALANCE OF TAX DUE 90.76 INTEREST AND PEN. .00 TOTAL DUE 90.76 . IF PAID AFTER DATE INDICATE , SEE REVERSE I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION DF ADDITIO L INTEREST. IF TOTAL DUE IS REFLECTED AS A ..CREDIT'" ICR], YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TMIS FORK FOR INSTRUCTIONS.] Law Office of SHAUN E. O'TOOLE 2813 North Second Street Harrisburg, Pennsylvania 17110 (717) 213-6653 Fax (717) 213-0272 June 22, 2005 , .. Cumberland County Register of Wills Cumberland County Courthouse Hanover & High Streets Carlisle, Pennsylvania 17013 .. ~/) (J'I Re: Estate of Doris J. Swanger File No. 21-04-112 Dear Sir/Madam: Enclosed is a check in the amount of $90.76, representing the total inheritance tax due on the above-referenced estate pursuant to the enclosed Notice of Inheritance Tax Appraisement, Allocation or Disallowance of Deductions and Assessment of Tax. Please return a receipt to me in the enclosed envelope. Very truly yours, P-- ~. CQ\)J- Shaun E. O'Toole Enclosure COMMONWEALTH OF PENNSYLVANIA REV-1 162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128.0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005480 O'TOOLE SHAUN E 218 PINE STREET HARRISBURG, PA 17101 ACN ASSESSMENT AMOUNT CONTROL NUMBER __nnn fold ---------- ~___n__ 101 I $90.76 ESTATE INFORMATION: SSN: 201-18-5890 I FILE NUMBER: 2104-1122 I DECEDENT NAME: SWANGER DORIS J I DATE OF PAYMENT: 06/23/2005 I POSTMARK DATE: 06/22/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/29/2004 I I TOTAL AMOUNT PAID: $90.76 REMARKS: CHECK# 207 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WilLS REGISTER OF WILLS '01 i'1h."CD IC i~li :.... t;i~!: '> ~N:=C 'r- ~:~Q 10 'z ::eNII> "C!g;;",.... j0 "".. ::e >'"";!.... 0"'> ~ x~ I.... ....C z ~ ..... '::e z ill ~c '.. , c.... len m Q 3:! II> .. , mo Q !i!. 'r- l"l.... ~ .... '.. lz 00 .... zo . 'III 0'" X , m m . Ol . II> , .... J . "'II . iT > . ... . .... . ... l:a ... '11I 0 ..... ~j '> :.. 01 :z 0 CJ:.H 3: 'r- " m'i': t:fIz :0 ~. ,il lllli! .~ ~Il;:: ~:c :11I .. foot ..n ... .:a {,) i-,.m ~> :... 0'1 (II>002!:; '0 )ao~'" "'::z:: ::a i!iO.... z :.... :c Z -Ie ." J > n...t:l 1IIt:l .liiffi 0'" .0 Oln,. .z ng..>en> ~m~ "'II" . ~ Z r-............ .... III Z III 11I:1> III IHllii ill!:! Ii nn;u n :tzo; :z n Z mOm <(I) . >cm % c'" :!i lil.... !:!jS eg '" :z G) III ilt:l!il r-...... n or:~ :;i< :;; ~~ ~ !B~ .".... :I> ii ,..,..m ....i z m ]:I. :::a '1J .... .. Z ~ % .lii .. oS! . Xn :I> .n 00 lii . m '0 "'II "Tl 0 0 f-oI(lN....V)O I: >l"l r- S cc........:E\11 CI ~ .... ~ .... 3: I]> I ... D'ONZO wen .... n r- >- f"' "''''\DG)\Q : ,. ....a c r- Z . :a I I m I . :=ilna . ,.......N:llCIN . ~, >...0 0 Ii. ... ........ :a ... ZNO co . ON'" U1 ::e III ... . CO 3: i c .. II> .... ill m ... c . ?: 0 ~ on CO . 3: '" ... III ... m Z II> " .... ~ ." .... .. 0 ~ Q "" on , <... Q ~ :t: ~t-> iA'~(J) "'''':t:,... ~ z~~ U:>Oz -~ g rn 0 "'(I). ~ ~so ~:3as. ~o.o i;.W'm -<0 ' f :;~ VJUC\'p' - ;) :) .... 0 ,"". .:'1\'\0., .. < '<'I.) (')(') (')~C% '.':'. ~5%-g ....\ ~~~~ .", .... - .... w ~ ,.." "'Oll"a.o. ......\ "". ~g.(')g (.j ., \~gs 1.'-' C,) (fl~.:z ---~ l"" w<:\' ~~(')::o I~:-> "'0{? iil....o~ (J) c: _" - - '~'. '. 1 i ..... ;::l, lP -.I ::rto ! - o 0.... .~ ~ ~ 9- - (\I~ ~,.,~ " -' ---"'" . == (J) 1'r, , \ - I , l \' , , , \ , ~ \ , I I I ! \ \ ., , \ COMMONWEALTH OF PENNSYLVANIA *' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL T~~ORDED OFFICE C~ INHERITANCE TAX INIERITANCE TAX DIVISIDN "'rr.'''~n f"r litiS STATEMENT OF ACCOUNT PO BDX 280601 }'VV-JJ; tr u( ~':t \..'0. HARRISBURG PA 17128-0601 ~ REY-16D7 EX AFP (03-05) Z005 JUL I 5 PH 12: 04 DATE 07-11-2005 ESTATE OF SWANGER DORIS J DATE OF DEATH 11-29-2004 CLERK OF FILE NUMBER 21 04-1122 ORPHAN'S COURT COUNTY CUMBERLAND SHAUN E OTO'OOMP..ERLN'JD ('..0.. PA ACN 101 2813 N SECOND ST I Anount R_itt.d I HBG PA 17110 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, sub.it the upper portion of this for. with your tax paym80t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ................................................................................................................ REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ___ ESTATE OF SWANGER DORIS J FILE NO. 21 04-1122 ACN 101 DATE 07-11-2005 THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-09-2005 PRINCIPAL TAX DUE: 1,724.51 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-01-2005 CD005003 .00 1,633.75 06-22-2005 CD005480 .00 90.76 TOTAL TAX CREDIT 1,724.51 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eRl.. ."-. YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) ~"S>