HomeMy WebLinkAbout04-1138also known as To'.'
Register of Wills for the
Deceased. County of
Social Security No. i q g'- { q - (o ~ 7-'~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age_gor older an the execut
in the last wilt of the above decedent, dated ~*,-,*~--~.4~-B> % kc-
and codicil(s) dated ~--~a~ v.x ~ 7- ~ ~._~ t> .j
in the
named
,
2__
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~ ~ rr, ~ ~ re ~-o, ~9 County, Pennsylvania, with
h ~/'c_ last family or ~incipal residence at
(list street, number and muncipality)
Decenden~, ~.hen ~'2-~ . years of age, died [ ~ -- '2- c~ ,'~- ;Z~ 0 ~
at , ~ (ZbS~q~Ct V~-c[~fr-c- '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: ~ ° -~
$
$
$.
WHEREFORE, petitioner(s) respectfully re__quest(s) the probate of the hist will and codicil(s)
presented herewith and the grant of letters ~ t3~-t-~ tw~: w-x- ~,~-~ -.~
theron. (testamentary; administration c.t.a.; administra[ian d.b.n.c.t.a.)
OATH OF-PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
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 petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will wellxand truly adminitm~n~r ~.r the estate according to law.
to or ..affirmed ~¥~d subscribedo.f. '- ' Q~-"--" ~/
Sworn
b~ore me,this /D day / ~
I
DECREE OF ?~OBATE ,AND GLINT OF LIETTE~S
AND NOW
the reverse side _~ereo~, satisiactory proof having been ..... ~ ' ~'
iT iS DECP~ED that the instrument(s) dated.
' ~ llast will of
described therein be admitted to probate and f~d of record as the
and Letters
are hereby granted to
\~' ~bo~,~ o~ ~~, i~ con~i~e;~tion oft~e petition on
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $
Renunciation ................ $
$
TOTAL . $
Filed .......................... · .........
. Re.gister of WiQ C1/
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local l?,egistrar. The original certificate will be forwarded to thc State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for lhis certificate, $2.00
No.
Date
,~ ~a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
i'___ ' LI~ AS R [~.FE~LE ~8 -- 14 -- 6329 L. 11/29/O4 I
82 ,-1 ~'} ~" [ ~: ~8/18/1922 ~lo~t Joy PA ~ ~,~ ~ ~ .......... ~ 1
~ I"~ . /,2. I,*. I- I,~
100 Mt. Allen Dr. ,~,u,~ ,,,.~
Mechanicsburg PA 17055
Henry M. Hess
PA
Cumberland
A±r HSll Cemetery CEambersburg RD PA
I
t~..~.~.~_. I"'~^~°"~°~"' Box 217 Woodburv " ' 16695
1,,,.012461 - L ,~. Gerald Weaver FH
RENUNCIATION
deceased.
To the Register of Wills
County, Pennsylvania.
Thcundersigned ~ i'~- ~ a r ~/ ~ . ~ ~) ~T ~ ~ ~ ~ ~ ~ ~ ~ of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
WITNESS hand this __ day of ., 20_
(Signature)
(Address)
(Signature)
(Address)
(Signature)
(Address)
CODICIL TO LAST WILL AND TESTAMENT OF
FAYE ELIZABETH ASPER
I, FAYE ELIZABETH ASPER, presently of Cumberland County,
Pennsylvania, being of sound mind and disposing memory, realizing the uncertainty of
this life, do hereby make, publish and declare this to be my Codicil amending my Last
Will and Testament dated December 30, 1992, and revoking any and all previous
Codicils, as follows:
Paragraph I of my said Will is hereby amended to appoint, Richard A. Ross,
Executor, as my husband Norman T. Asper, and S. Gerald Weaver have passed away.
I revoke the appointment of First Bank and Trust Company of Mechanicsburg (now
known as PNC Bank) and appoint Vernon Martin, C.P.A. as my alternate Executor, in
the event my named Executor shall fail or be unable to serve as Executor..
II.
In all other respects I hereby confirm and ratify my said L-aRt Will and
Testament dated December 30, 1992.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~.o/'~ay of dZ-r ~'t ~__~-.. , 2000, to this my Codicil to my Last Will and
Testament typewritten on three (3) sheets of paper (including witnesses' signatures).
FAYE I~LIZABEt~H- ASPER~--
ASPER declared unto us, the undersigned, that the foregoing instrument was a Codicil
to her Last Will and Testament, and she requested us to act as witnesses to the same and
to her signature thereon. She thereupon signed this Codicil in our presence, we all being
present at the same time, and we now, on the same date, at her request and in her
presence and in the presence of each other, hereunto subscribe our names as witnesses.
/~d each of us declares that he believes this Testatrix to be of sound mind and memory.
Address Address ~'
-2-
COMMONWEALTH OF PENNSYLVANIA'
COUNTY OF ~~e'*'''/~'~ :
SS:
and
~, ~~$~_~ Z~:tg~,drghe witnesses, whose names are signed to the foregoing
constraint or undue influence.
FAX/~E EL-I~E~H Ag-I~R
instrument, being qualified according to law, do depose and say that we were present
and saw the Testatrix sign and execute the instrument as a Codicil to 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 sight of the
Testatrix signed the Codicil as witnesses; and that to the best of our knowledge the
Testatrix was at that time 18 years of age or older, of sound mind and under no
Witness
Subscribed, sworn to and acknowledged before me by FAYE ELIZABETH ASPER,
testatrix, and subscribed and sworn to before me by t,]~. c e,~/_/z/7~>o.,e/'g and
l::~ o~ .~tt-~~e, eer~ this ~O~ay of t,d~ ~.: .? 2000..
~o'~i~ Public
Notarial Seal
tire A Ern co Nota~J pu'olic
(SEAL) ~ ae ~Y--:-~w~' o~.p~.co""LL
aticnof Notaries
:223781 1
asper~01..ahb..12/30/92
LAST WILL AND TESTAMENT
OF
Faye Elizabeth Asper
I, Faye Elizabeth Asper, presently of Upper Allen
Township, County of Cumberland, Commonwealth of Pennsylvania,
being of sound mind and disposing memory, though I realize the
uncertainty of this life, I have full confidence and trust in
my Lord and Savior, Jesus Christ, in His death on the cross
for my sins and in His shed blood as an Atonement for my Soul;
and I know by faith that because of His sacrifice on the cross
for me I have eternal life, do hereby make, publish and de-
clare this to be my Last Will and Testament, revoking any and
all previous Wills and Codicils, and hereby will and dispose
of all the property which I own at my dea~ inrthe following
manner:
I name and nominate my husband, Norman. T. Asper and
my brother-in-law, S. Gerald Weaver, or the survivor of them
as Co-Executors of my Estate (hereinafter collectively re-
ferred to as "Executor"); if they, or the survivor of them
shall for any reason fail or be unable to serve in this capaci-
ty, I appoint the First Bank and Trust Company of
Mechanicsburg, Pennsylvania, as the Executor of my Estate.
asperl, 01.. ahb.. 12/30/92
II.
I direct that my debts and the expenses of my last
illness and funeral shall be paid by my Executor as soon after
my decease as may be convenient.
III.
All of my automobiles, household and personal ef-
fects and other tangible personalty of like nature, together
with insurance thereon, I give to my husband, if he shall
survive me by a period of thirty (30) days; but if my said
husband does not so survive me, then to the residuary benefi-
ciary named in Paragraph IV of this my Will.
IV.
I devise and bequeath all the rest, residue and
remainder of my estate, real and personal and mixed, including
any property over which I may have any power of appointment
unto the Jacob Engle Foundation, Inc., presently located in
Mechanicsburg, Pennsylvania, to be distributed by it in such
manner as described in my most recent charitable gift distribu-
tion form on file with it at the time of my death.
V.
I give to my Executor the following powers, in addi-
tion to and not in limitation of common law and statutory
powers:
A. To retain any property, real or personal which
Executor may receive as Executor, even though such
-2-
asperi~01..ahb..12/30/92
property (by reason of its character, amount, propor-
tion to the total estate or otherwise) would not be
considered appropriate for a fiduciary apart from
this provision.
B. To sell, exchange, give options upon, partition
or otherwise dispose of any property which Executor
may hold from time to time, at public or private
sale or otherwise, for cash or other consideration
or on credit, and upon such terms and such considera-
tions as Executor shall see fit.
C. To invest and reinvest the estate from time to
time in any property, real or personal, including
securities of domestic and foreign corporations and
investment trusts, bonds, preferred stocks, common
stock (whether fiduciary or non-fiduciary), mortgag-
es, mortgage participations, even though such invest-
ment (by reason of its character, amount, proportion
to the total estate, or otherwise) would not be
considered appropriate for a fiduciary apart from
this provision.
D. In dividing into separate shares or in distribu-
tion of the same, to divide to distribute in cash,
in kind or partly in cash and partly in kind, as
Executor thinks fit. For purposes of division or
distribution, to value the estate and any part there-
of, reasonably and in good faith, and such valuation
shall be conclusive upon all parties. To whatever
extent division or distribution is made in kind, my
Executor shall, so far as Executor finds practica-
ble, allocate to the respective beneficiaries approx-
imately proportionate amounts of each kind of securi-
ty or other property in the estate.
E. To use his discretion to elect the most propi-
tious settlement option with regard to any qualified
employee benefit plans available to me at my death
so long as such election shall be in accordance with
the Plan's Administrative Committee or Administrator
as the case may be.
F. To borrow money without liability on the part of
the lenders to see to the application thereof, and
to mortgage or pledge any real or personal property.
-3-
asperi01..ahb..12/30/92
VI.
My Executor shall pay out of the residue of my es-
tate as an expense of administration, all estate, inheritance
and succession taxes, and interest and penalties thereon,
which may be due and payable by reason of my death with re-
spect to any property included in my gross estate for tax
purposes, whether or not passing under this Will and any Codi-
cil hereto, shall be borne by the principal of my residuary
estate passing under this, my Will. I further authorize my
Executor to prepay taxes on future and remainder interests if
deemed advisable.
VII.
I direct that no bond or other security be required
of my said Executor in any jurisdiction in which he may act.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this 3~ day of ~~~ , 1992, to this My
Last Will and Testament, typewritten on seven (7) sheets of
paper (including witness' signatures).
Faye ~Eliza~eth Aspe~
-4-
asperi
01..ahb..12/30/92
On the ~--~ day of ~~~_~ , 1992,
Faye Elizabeth Asper declared unto us, the undersigned, that
the foregoing instrument was her Last Will and Testament, and
she requested us to act as witnesses to the same and to her
signature thereon. She thereupon signed this Will in our
presence, we all being present at the same time, and we now,
on the same date, at her request and in her presence and in
the presence of each other, hereunto subscribe our names as
witnesses. And each of us declares that he believes this
Testatrix to be of sound mind and memory.
ress
Address
-5-
asperi~01..ahb..12/30/92
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF P~ ~;/f/~ :
I, Faye Elizabeth Asper, Testatrix, whose name is
signed to the foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I
signed it willingly; and that I signed it as my free and volun-
tary act for the purposes therein contained.
Fay~ Eli~a~th Asper
Sworn or affirmed to and acknowledged
before me, by Faye Elizabeth Asper, the Testatrix,
this 3 D day of ~~~e~3 , 1992.
Notary Public
(SEAL)
My Commission Expires:
-6-
asper.01..ahb..12/30/92
COMMONWEALTH OF PENNSYLVANIA :
:
SS:
:
We, ~/~ ~ /. ~ L~.A0 and
the witnesses whose names are signed to the foregoing instru-
ment, being duly qualified according to law, do depose and say
that we were present and saw the Testatrix sign and execute
the instrument 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 sight of the Testatrix signed the Will as witness-
es; and that to the best of our knowledge the Testatrix was at
that time eighteen (18) or more years of age, of sound mind,
and under no constraint or undue influence.
Sworn or affirmed to and subscribed
to before me by ~~,CF'~
~/~~-/~,~r,~o, this 3d~ay of
Notary Public
(SEAL)
My Commission Expires:
and
!
i My Commbsk~ Ex~ires Oct. 4,19~
-7-
EAU OF iNDIVIDUAL TAXES
DEPT- Z80601
HARRISBURG, PA 171Z8-06~1
ROBERT C SAIDIS
sAIDIS ETAL
2109 MARKET ST
cAMP HILL
PA "17011
FOR YOUR RECORDS ...'~- ......................
z. LO,ER .......... A ?,ANCE OR
RETA ......... pRAZSE
~ ........... CE TAX AP NT DP TAX
HZS L NE ........... N, ER TAN AssESSNE
CUT NOTZCE .. =DUCTZONS AND --- DATE
~'E'~;15~? EX &PP ~u. - DZSALLOMANc~ ur ~- NO Z10Z-11~8
ESTATE OF GRIMES FRANCES L _ILE~_I
TAX RETURN HAS: ( ) ACCEPTED AS F/LED (X) CHANGED SEE ATTACHED HOTICE
EpRAiSED VALUE OF RETUKN u~D S ~' .0~ credA~ ~o your accoun
AP 1. Real Es~a~e (ScheduZa A} (2) .0~ submA~ ~he upper por~
2. S~ocks and Bonds (Schedule B) (3) .0~ of ~h~s form ~A~h
3. Closely Held S~ock/Par~nersh/P In~eres~ (Schedule C) (~)
~. Hor~gages/Ho~es ReceAv~la (Schedule D) .0~ ~ax payment.
5. Cash/Bank DeposA~s/Hisc' pe~sonal proper~Y (Schedule E) (5}_ .0~
(~) .0~ .00
6. Jointly Owned proper~Y (Schedule F) (7) (8) ~
7. Transfers (Schedule G}
8. To~aX Asse~s Z,~8~.56
AppROVED DEDUCTIONS AND EXEMPTIONS: (9)
9. Funeral Expenses/Adm- Cos~s/Htsc- Expenses (Schedule H) .
~ (z2) ~ 3,5qZ.79~
10. Deb~s/Hor~gage L~ab~X~ms/Ltens (Schedule I) (10) ~;0~8 2~ ~.~.7~
11. To~al Deductions (13) ~
12. He~ ValUe of Tax Re~urn (lq) ~
13. Charitable/governmental Bequests; Non-elected 9113 Trusts (SchedUle J)lOq,lZD.7b
He~ ValUe of Es~a~e Sub~ec~ ~o Tax
NOTE: 1~ an assessment ~as issued previouslY, lines 1~, 15 and/or 16, 17, 18 and
.01
re~lect figures that include the total o~ ~returns assessed to date.
.00 x O0 ~ fi,685.~
ASSESSMENT OF TAX: (~s)~ .~x Oq5
17. Am~n~ of Line Xq a~ s%bling ra~e
18. AmoUn~ of Line lq ~mxable a~ Collateral/Class B rm~m (18)_ (19)~
19. PrxnCiPaX Tax Due _ + AMOUNT PA~
. - x Due
TAX CREDITS:
q,SqZ.7
156.8
TOTAL DUE ZS LESS THAN Sl~ NO pAYMENT IS RE~U1RED-
ZF TOTAL DUE ...... = eIDE OF TH~S FOK~ FOR ZNSTRUCTZ~
a ZF PAZD AFTER DATE ~ND~CATED~ SEE REVERSE ( ZF IS REFLECTED AS A "CRED~. (CR)~ YOU MAY
FOR CALCULATZOH OF ADDiTiONAL ~HTEREST. A REFUND. SEE R~V:Ra~ ~
LTM OF pENNsYLVANIA
coMMON~_E_A_... OF REVENUE
DEpARtmenT
ERT. T ANCE TAX
NOT/CE OF ZH?....,: nu D/SALLOHANCE REV-ISG7
OF DEDUC1~Ue
01-ZT-ZOOq FRANCES L
DATE GRIHES
ESTATE OF
DATE OF DEATH
FXLE NUMBER Z1 02-1158
CUH~ERLAHD
couNTY
ACH
HAKE CHECK pAYABLE AND REHXT pAYMENT TO:
REGISTER OF ~ILLS
CUHSERLAND CO cOURT HOUSE
CARLISLE, PA 17015
REV-1470 EX~-§8)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCETAX
EXPLANATION
OFCHANGES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Frances L. Grimes
REVIEWED BY
John Kuchinski
SCHEDULE EXPLANATION OF CHANGES
E
H,I
_'~ 2102-1138
J ACN 101
Forwarded to Post Assessment Review Unit in reference to the reduction to value of the
mobile home reported on the original return.
Accepted additional deductions.
Row Page 1
BUREAU OF INDIVIDUAL TAXES
INH~RTTANCE TAX DZVTSZON
DEPT. Z80601
HARRISBURG, PA 17128-0601
ROBERT C SAIDIS
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
COMMONt;EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 01-27-2004
ESTATE OF GRIMES
DATE OF DEATH 1Z-O4-ZOOZ
FZLE NUMBER 21 02-1158
COUNTY CUMBERLAND
ACN 101
REV-1S47 EX &FP (01-g5)
FRANCES L
Amoun~ Rem'i 'l:~ed
PA 17011
HAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF t;ILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOt;ER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOt;ANCE OR
DZSALLOt;ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRIMES FRANCES L FILE NO. 21 02-1138 ACN 101 DATE 01-27-2004
TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTTCE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSF
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A)
2. Stocks and Bonds (Schadulo B)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Nortgages/Notos Receivable (Schedule D) (4)
E. Cash/Bank DeposLts/Hisc. Personal Property (Schedule E) ($)
6. Jo/ntly Owned Property (Schedule F) (6]
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/N/sc. Expenses (Schedule H) (9)
10. Debts/Nortgega L/abilit/es/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Re~urn
NO. 01
O0
NOTE: To insure proper
O0 credit ~o your account,
O0 suba/t ~he upper port/on
O0 of this form wi~h your
00 tax payment.
00
00
(8)
2,484.56
13.
14.
NOTE:
ASSESSMENT OF TAX:
16. Amount: of L/ne 14 at Spousal rate
16. Amount of L/ne 14 ~axabla at Lineal/Class A rate
17. Aaount of L/ne 14 at S/bling rate
18. Aaount of L/ne 14 taxable at Collateral/Class B rato
19. Princ/pal Tax Due
TAX CREDITS:
KECETpT DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-)
CD002246 234.29
CD002979 . O0
PAYMENT
DATE
03-04-2003
09-04-2003
.00
(15) .00 x O0 = .00
(16) 104,129.76 x 045= 4,685.83
(17) .00 x 12 = .00
(~S) .00 x 15 = .00
(xg)= 4,685.83
AHOUNT PAID
4,500.00
108.~2
TOTAL TAX CREDIT I 4,842.71
BALANCE OF TAX DUE 156.88CR
INTEREST AND PEN. .00
TOTAL DUE 156.88CR
( IF TOTAL DUE IS LESS THAN $1, N,O, PAYNE.N.T ZS REI~UIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU HAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL /NTEREST.
Char/table/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) . O0
Nat Value of Estate Sub,act to Tax (14) 104,129.76
If an assessment ~as issued previousZy, 11neb 14, 15 and/or 16, 17, 18 and 19 ~ill
reflect flgures that include the total of ALL returns assessed to date.
1~058.23
(11) 3.5~2.79
(12) 3,542.79-
REV-1470 EX~-88)
' ~ INHERITANCE TAX
EXPLANATION
COMMONVVEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE n~-
CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Frances L, Grimes 2102-1138
REVIEVVED BY ACN
John Kuchinski 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E 1 Forwarded to Post Assessment Review Unit in reference to the reduction to value of the
mobile home reported on the original return.
H,I Accepted additional deductions.
ROW Page 1
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
MARTIN VERNON M JR
12 SUMMIT DRIVE
DILLSBURG, PA 17019
RE: Estate of ASPER F ELIZABETH
File Number: 2004-01138
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
03123/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=(::B';l!
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
F: I;;L-\'t... (ktf.:G" '<I-
~<;'PE::K
Date of Death:
J{- ?- '1 - ;z.o <) <{
Will No.
-:z..CQ'-{ - 0 [I J't
Admin. No.
;;L I - 0'( - I (:?t
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 1 ;;z.. -I .Q __ b '-( :
Name
Address
Tf'tCDt? r; i-l~t..-(-~"'~~\-'96\",,\<:l~ \-.1",,.) /1J2'i;<;'>I.f<-0-K '.... C\-'.J<C\S".""-
/
r7J "- 1-' \) 1+" ,'" '"
G- P- 4\ .\-l--\\-t f\- Y1\.
rtr
If'\l;l.-7
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
N~\-d:-
Date:
3 .. q - C)~
c)
v
{/
t6+ <=<...'-""" R--
Signature
Name \J E: (L ..... "'t.;, 'Iv\ _ M 1\ "-" H< '1"' IL.
Address I 2- S;--'" M '" v\ fl tL
Yl CLS 11v--I1.. C;:.
/
p()-
n"\)~ l'
Telephone (7'~ 7 b b -li.' I ~~
Capacity: ~ Personal Representative
_Counsel for personal representative
RE\i-150D EX (6-00J
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST FIRST, AND MIDDLE INITIAL)
A.-. (? -~ C P'
...., '''.'' f,-,
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c.. '-I -L fe, 12 'e -".~
DATE OF DEATH (MM-DD-YEAR) _
II -,.~ ) i :
- ~!.f,- ( I
DATE OF BIRTH (MM-DD-YEAR)
i-~U. _ /\/_
\_j r (:
/"'\ -I _:1
1 .,,;.- .J-..
FILE NUMBER
;:LI-od
__ _...L
COUNTY CODE YEAR
J! ;-7./
l.. -L...L....~t
NUMBER
(IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL)
N.. ! 'p"
I / \ ,
/
B 1. Original Return
o 4. Lirnited Estate
g6. Decedent Died Testate (Attach COP! of ~I
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a Future Interest Compromtse idate of death after 12.12-82)
07. Decedent Maintained a Living Trust (Attach copy ot Trust)
o 10. Spousal Poverty Credit (date ofdealh between 12.31.91 and 1.1.95)
SOCIAL SECURITY NUMBER
I g f - I 4: - ~ '2 ;1. '7
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
,
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
---hll'-
J !--r--
o 3. Remainder Return (date of death prror 1012.13-82)
o 5. Federal Estate Tax Return Required
_Q 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sec, 0,
THIS SECTION MUST SE COMPLETED. ALL CORRESPONDENCI;AND CONFIDENTIAL TAX INFORMATION SHOULOBI;>OIR ECTEO T():
'. \1 T(~, c. r ~ COMPLETE MAILING ADDRESS
j;L 5 V V'Y'. t'{\ \---- ~K
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NAME V ~ /:...:) \,
FIRM NAME ill Applicable)
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PA-
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TELEPHONE NUMBER
7 [7- 7 G, G,
.:t I~~
D \ ~.'-S f2 '-A R.. C-
("7 ,::)
x.o_ (15)
x.O_ (16)
X .12 (17)
x .15 (18)
(19) -;J-
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
/0't7'-f(
)
0-
"'-
3. Closely Held Corporation, Partnership or Sole-Proprietorship
- .~--
4. Mortgages & Notes Receivable (Schedule D)
.------4-
5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(6)
---. "::;) ---
(7)
_0 _
(8)
I r:t. i s '-t
,
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
-<:>-
10. Debts of Decedent, MDrtgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
~
~
::)
a..
:;:
o
u
><
~
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL .QUEStl()NS"ON RI;V~.RS~ SIOEANQ. RECHI;<;:t< MATIi. <<
.)
.~~
n
';~:~
;~ Ti
Q
/ q? 7'-f{
(11)
(12)
(13)
jg'LZ'-\
17'1 C)bi
(7C\' 9) 1
(14)
-0-
Decedent's Complete Address:
STREET ADDRESS / 0 v {Ii"\" ... '- (\.( '-'2) (C
CITY
(\ E:c. ~". A \'- \ C. S I!.J. It:. G-
Tax Payments and Credits:
t Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C ) (2)
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A, Enter the interest on the tax due,
(SA)
(5B)
B, Enter the total of Line 5 + SA, This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
ZIP 17'--- ".-:.-----
( '.J':;;;;'
-. ,::::,---
-, .:::,--
- .::>.,,-,
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedent make a transfer and: Yes
a, retain the use or income of the property transferred;,......,..........."...............,.......................,...,..,....................., 0
b. retain the right to designate who shall use the property transferred or its income; ..,...................,..................... 0
c, retain a reversionary interest; or.................................................."..........,....,..................,..,..,........,........,........... 0
d, receive the promise for life of either payments, benefits or care? ....,....................,....................,........,.............. 0
2, If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ,.......................,.................,....,..........................,..,..,..,..,....................... 0
3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ..,..,........ 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .......................,..,..............................,....,..,......,........,......,......,...."..,.............., 0
No
~
I
t8
rg
g
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
~
RETUR~ f (\.
Under penal lies of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my kilowledge and belief, it is true, correct and complete.
Declaration of preparer other than the rsonal representative as on all information of which preparer has any knowledge.
ADDRESS
\' '\' ~
.-.::> '-" vv' V^ \,..-- "~;.::.... ..-:;) I l..1.- s;- C." ;12 c;...
SiGNATURE OF PREPARER OTHER THAN REPRESENTATIVE )
P 'Pr'
IrQ
q
S A. /VI (.
ADDRESS
DATE
-L 2( \~ (J~
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value (
The statute does not exempt a transfer to a surviving spouse from tax, and the statutor
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 y'
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 line
nAP))
spouse is 0% [72 P,S, 99116 (a) (1,1) (ii)],
ming a tax return are still applicable even if
I~
use of a natural parent, an adoptive parent,
2 P.S, 99116(1.2) [72 P,S, 99116(a)(1)].
sibling is defined, under Section 9102, as an
The tax rate imposed on the net value of transfers to or for the use of the decedent'
individual who has at least one parent in common with the decedent, whether by blood UI ",^",_...
REV-I508 EX + (1-97)
ESTATE OF
C
I
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
f::::- '- \ z.. p.,. C c~ F ~.= P f(......
FILE NUMBER
;;?- r - 0 <-1-- 11 ~({
DESCRIPTION
MV,c,(::.i---": S-f"'\j\r-'C-S efA\\C W{A"PI::i\,<',,-c: G~...\,~
~
o S'" - G c" - ;J-S~ q -Zo
0] - S I - I L.t '-{ :5 \ !
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1,
')
-- .
c~ ~,
j'-1,- r (:~ (<;-.. \ l" C~,: '~, 1'..... v-
etA-
VALUE AT DATE
OF DEATH
3(9;l-[
)
if'? '1 '.? 1
,
Lf) <6 'l I
'3 { ~'-{ (
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c , .~ ...~
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~ I
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er< C:. L~c.. ~
c <. \;.,,- P-; N \ C- S (1 V. (t t-) P "p..-
I, II S
L!-{ II
,,"-:1 r'/ ('?
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'3-0(...,
1(="""":; "7
-77~0
L.i,
c ~ iCe ~ \ N c-- A \ c- I<;?- S;7)7 0/ v fJ-?-'~ E(
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S'"
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1'-' \ '- (;;~, "', r '- 'C.
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r;::)'-I- \->. ~ Pi."". \ J ~\
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p,p.,
1:J\::l 2- - I l ~-I ~
I
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f=' \J-.- i.--, ~ "" e h\-\ I,c.., J \['0. C:. c... >A ~ ~;\ \ c r rr \J.- ('- C- P A.
. , ..l
~ \ c- ~ $ G;L{ - :s-~ q $'2-
s ~ 15 ~ ~C,"" r L... r:: CC R:- IS l>, \,.\ \c.
S t\' Po"" E: W\. ( \.\--
7.
I
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i;f
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fb'- E. P ~ "')) ~ ~ \"-\. E:.~. -A- '- c<-i---f t \-; \' E. J
S:, G-(j,- ~ '- ") u ~0' J E. r" '\= \.J\. ''', E..r'- (::. '- '0- \) M f-
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
I CJ& 74-1
/
REV.'511EX. (1.97)
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
B:::r ~(~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~
.-'-" !\ /').~
"c. ~ t Z- 'i-\ f:;' ~'.""" '~
FILE NUMBER
2-[ -'0 '-t. - 0 I I s ''L
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
/)
r"
B.
1.
2.
3.
4.
5.
6.
7.
'{,
C)
DESCRIPTION
c;. ~ 12- ~. L. s::o.\j'J (:. M 'I ~ (,-- ~,~ ',\ (: (i P, '- \-\ "',...... "
FUNERAL EXPENSES: S-
._,~ ":::>'~ \) (1 v...- (-'- '--\
~., 0
(' .' c\<-'"
'<J 0 I )
V/\ \. .s, C- C f' ::, ~ c -J.. f' E: ,- _ 'c.\.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) V E;.J".. tl ::l '';,\ fO\, l)\ A (.:. ~ \,.~\ ':jfc.. C.p r
S:Jcial Security Number(s) I EIN Number of Personal Rltpresentative(s) 0 L( - '$ \", cr 'r(-., "l'e(
'1 .-.....-, , , _ ' - ~'i>;;
Street Address ! 0- .:...~ ',J' /,,-- Y'f< ,,~ ..;,,) r--.
~-"-
~ \ '- L,); (',".r.. (~ C--
City
e\~
Zip
l--r ~ l C\
Slate
Year(s) Commission Paid:
dOuC
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Slate
Zip
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
j) (i.. '.J-- r-
c)
'S--'- 7:\ (:.... 0 p ,~' 1M (. v'"""",) ~- ~\ L.. E (0---: (\-" p, (", C'(\ 1 \ '-..:\
~ \-"~\...L~\ S' ('L.',.( G-S P (\- II a I,,~
I
PCl.
,V' ;;; E...P~~-
0"Y
(2. G:. J 0: \. ~ 0 - T ~\ '-- -:> V'Y" '<~ p~ ,...J.i' <:. S
(2-- r ....., '" ,-;. " I;
c. '<::' "'- '.J~. I...... ....-~.
e f".-i M. E'::".\ '-:-.
(2. ". ..j."'<,
L "'-. \..." \. l::.......
_7'--
\ ..:.-. i->,
'J-. ('-.. ~ \..... c.. \(
() <:
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
--"1~'
t, J 0(".-:>
. ,...--- /'
I ~ Co'::'
!
'{ '000
/
--;,/-'
A, '-r" l
_ I r-
;03
i<lo
--::: (' r7
.......' '0 C:--.
/?'{si
)
'-;.~'='~
~::t~,~
~-'-"-'~.
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2004- 01138 PA No. 21- 04- 1138
Estate Of: F ELIZABETH ASPER
(First Middle, Last)
Late Of:
MECHANICSBURG BOROUGH
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 198-14-6329
WHEREAS, on the 13th day of December 2004 instruments dated:
December 30th 1992
June 26th 2000
were admitted
to probate as the last will and codicil of F ELIZABETH ASPER
(First, Middle, Last)
la te of MECHANICSBURG BOROUGH, CUMBERLAND County,
who died on the 29th day of November 2004 and
WHEREAS, a true copy of the will &codicil as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
VERNON M MARTIN JR
who has duly qualified as EXECUTORmIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 13th day of December 2004.
bQ.~a [~ ~<<^'~
Register of Wills
~'~ c- ~~c,~
DeputV\
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
CODICIL TO LAST WILL AND TEST AMENT OF
FAYE ELIZABETH .<-\SPER
I, FAYE ELIZABETH ASPER, presently of Cumberland County,
Pennsylvania, being of sound mind and disposing memory, realizing the uncertainty of
this life, do hereby make, publish and declare this to be my Codicil amending my Last
Will and Testament dated December 30, 1992, and revoking any and all previous
Codicils, as follows:
1.
Paragraph I of my said Will is hereby amended to appoint, Richard A. Ross,
Executor, as my husband Norman T. Asper, and S. Gerald Weaver have passed away.
I revoke the appointment of First Bank and Trust Company of Mechanicsburg (now
known as PNC Bank) and appoint Vernon Martin, C.P.A. as my~1ternate Executor, in
the event my named Executor shall fail or be unable to serve as Executor.
n.
In all other respects I hereby confirm and ratify my said Last Will and
Testament dated December 30, 1992.
IN WITNESS WHEREOF, I have hereunto set mv hand and seal this
"'
~ "" -J-i-.c
.;.2:6 ':"-aay of
,
"/' t " <."1 e:';'
'.' ."'i' I. _-"'
., --~
, 2000, to this my Codicil to my Last Will and
Testament typewritten on three (3) sheets of paper (including witnesses' signatures).
r:; ,.... ,7 ~ ,;? /t' . J'~I /.. .
; ,~~ (,i.:..e.,? ,,1.~'~,f/:1..... '.:~1Ap(.$ EAL)
FAYE ~LlZABfrtH ASPERtI
~ L'-, ;
-y/~- /
On the ..~ day of r/ t>l h ~ , 2000, FAYE ELIZABETH
ASPER declared unto us, the undersigned, that the foregoing instrument was a Codicil
to her Last Will and Testament, and she requested us to act as witnesses to the same and
to her signature thereon. She thereupon signed this Codicil in our presence, we all being
present at the same time, and we now, on the same date, at her request and in her
presence and in the presence of each other, hereunto subsClibe our names as witnesses.
d each of us declares that he believes this Testatrix to be of sound mind and memorv.
"'
c" ':k.~
ID" .2(/.0'u,tU~ (3 t-'../..-"-'J~
~tvA 'CIId/fJi
Address r --
......
( .1 7 ;' F- I) t! .~
v ' II, ;1 l ./.' ~,/
rJO._4/f.JA-A1./ , ,/ J~i:A:~
f l'
Address.!
-2-
COMMONWEALTH OF PENNSYLVANIA
/~ i ; .1;;
COUNTY OF L?;f1?/)e;r;<4;f"1'C;'v
SS:
We, FAYE ELIZABETH ASPER, Testatrix,
,/ ,/ /J
(/l:{' ('~-{)./..? l/ /" ,.
""'l.
/(~~,!l~5 e'f~~
-.,. ~
"- ""'.L // (7
and i:::, f~r t cCA!.t,;Hf?' ~~)4~'(t~he witnesses, whose names are signed to the foregoing
instrument, being qualified according to law, do depose and say that we were present
and saw the Testatrix sign and execute the instrument as a Codicil to 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 sight of the
Testatrix signed the Codicil as witnesses; and that to the best of our knowledge the
Testatrix was at that time 18 years of age or older, of sound mind and under no
constraint or undue influence.
" ~
~~'1i. .
\Yih\ess
A f~ ft' f .,./7
It"l /' ..... ::. :I
0, /t1i.,jlv"'/~v /~../"~iL:J.j
Witness
r: '. t! ? ,.,' f,. r: ,
rF~~~i~\~~ A~j~tif~J,
Subscribed, sworn to and acknowledged before me by FAYE J?LlZABETH ASPER,
tes.s~tri~, and subjSfr~ed and sworn to before me by ,) ?>. C C /1 Ii:" /:?t~:,..~,'e $""5: and
,:.- ~..J. /,'."" I<~ .' --" h' "'..,...~ f} 2000
J-r ('.. .:.., :' FC;!.:>:1-".:! /-.A.,(:...iC0~ t IS ~11ay 0 V?tl ,.~" ,"'. __"""~,
./'~""-.'~' '";~~~
~- . '-.- ........
. '~." c:~-
". .....,... ~,'.....,.~/..<..,. .. - ""_k'''~'..~,.'''''''C'~'''~'''''' '..'-'--
~Notary Public
Notarial Seal , .
. '.JolarY Puol1c
Je\\rey p.,. ErnlCO" a~ 'hin County
susquehann'11 wp. '. D" PI;' ." 20Q2
. . r:~plre~l\O\.f. I.e., l
\ l-.flY commissIon cc _ . ~
_ i ';;;c\at:;1l 0\ Notaries
Member, Pennsylvall.a -
(SEAL)
:223781 I
LAST WILL AND TESTAMENT
OF
Faye Elizabeth Asper
I, Faye Elizabeth Asper, presently of Upper Allen
Township, County of Cumberland, Commonwealth of Pennsylvania,
being of sound mind and disposing memory, though I realize the
uncertainty of this life, I have full confidence and trust in
my Lord and Savior, Jesus Christ, in His death on the cross
for my sins and in His shed blood. as an Atonement for my Soul;
and I know by faith that because of His sacrifice on the cross
for me I have eternal Ii fe, do hereby make, publish and de-
clare this to be my Last Will and Testament, revoking any and
all previous wills and Codicils, and hereby_ will and dispose
of all the property which I own at my death in ~he following
manner:
1.
I name and nominate my husband, Norman .T. Asper and
my brother-in-law, S. Gerald Weaver, or the survivor of them
as Co-Executors of my Estate (hereinafter collectively re-
ferred
to as
"Executor") ;
Of'
1_
t.hey,
or
the
survivor of
them
shall for any reason fail or be unable to serve in this capaci-
ty,
I
appoint
the
First
Bank
and
Trust
Company
of
Mechanicsburg, Pennsylvania, as the Executor of my Estate.
II
II.
I direct that my debts and the expenses of my last
illness and funeral shall be paid by my Executor as soon after
my decease as may be convenient.
III.
All of my automobiles, household and personal ef-
fects and other tangible personalty of like nature, together
wi th insurance thereon, I give to my husband, if he shall
survive me by a period of thirty (30) days; but if my said
husband does not so survive me, then to the residuary benefi-
ciary named in Paragraph IV of this my Will.
IV.
I devise and bequeath all the rest, residue and
remainder of my estate, real and personal and mixed, including
any property over ,,;hich I may have any pmtJ'er of appointment
unto the Jacob Engle Foundation, Inc., presently located in
Mechanicsburg, Pennsylvania, to be distributed by it in such
manner as described in my most recent charitable gift distribu-
tion form on file with it at the time of my death.
v.
I give to my Executor the following powers, in addi-
tion to and not in limi tation of common la,^T and statutory
powers ~
A. To retain any property, real
Executor may receive as Executor,
or personal which
e<:ren though such
-2-
property (by reason of its character, amount, propor-
tion to the total estate or otherwise) would not be
considered appropriate for a fiduciary apart from
this provision.
B. To sell, exchange, give options upon, partition
or otherwise dispose of any property which Executor
may hold from time to time, at public or pri va te
sale or otherwise, for cash or other consideration
or on credit, and upon such terms and such considera-
tions as Executor shall see fit.
C. To invest and reinvest the estate from time to
time in any property, real or personal, including
securities of domestic and foreign corporations and
investment trusts, bonds, preferred stocks, common
stock (whether fiduciary or non-fiduciary), mortgag-
es, mortgage participations, even though such invest-
ment (by reason of its character, amount, proportion
to the total estate, or otherwise) would not be
considered appropriate for a fiduciary apart from
this provision.
D. In dividing in to separate shares or in distribu-
tion of the same, to divide to distribute in cash,
in kind or partly in cash and partly in kind, as
Executor thinks fit. For purposes of division or
distribution, to value the estate and any part there-
of, reasonably and in good faith, and such valuation
shall be conclusive upon all parties. To whatever
extent division or distribution is made in kind, my
Executor shall, so far as Executor finds practica-
ble, allocate to the respective beneficiaries approx-
imately proportionate amounts of each kind of securi-
ty or other property in the estate.
E. To use his discretion to elect the most propi-
tious settlement option with regard to any qualified
employee benefit plans available to me at my death
so long as such election shall be in accordance with
the Plan's Administrative Committee or Administrator
as the case may be.
F. To borrow money without liability on the part of
the lenders to see to the application thereof, and
to mortgage or pledge any real or personal property.
-3-
VI.
My Executor shall payout of the residue of my es-
tate as an expense of administration, all estate, inheritance
and succession taxes, and interest and penalties thereon,
,,,,hich may be due and payable by reason of my death with re-
spect to any property included in my gross estate for tax
purposes, whether or not passing under this will and any Codi-
cil hereto, shall be borne by the principal of my residuary
estate passing under this, my Will.
I further authorize my
Executor to prepay taxes on future and remainder interests if
deemed advisable.
VII.
I direct that no bond or other security be required
of my said Executor in any jurisdiction in which he may act.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal thi s
3()
day of
IJ --U' .I2A~rv<-J
1992, to this My
Last will and Testament, typewri tten on seven P) sheets of
paper (including witness' signatures).
r ~ t~dre4 ~
FaY~lizall~th Asper
-4-
On the
] ()~ day of
Pe~j er---
1992,
Faye Elizabeth Asper declared unto us, the undersigned, that
the foregoing instrument was her Last Will and Testament, and
she requested us to act as \'dtnesses to the same and to her
signature thereon.
She thereupon signed this Will in our
presence, we all being present at the same time, and we now,
on the same date, at her request and in her presence and in
the presence of each other, hereunto subscribe our names as
witnesses.
And each of us declares that he believes this
Testatrix to be of sound mind and memory.
, ~.. r-; .
.~, .( l__ -. l . Lut;
l ; ---., . -
U' . ).'
f-
~
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Address /
-5-
CO~~ONWEALTH OF PENNSYLVANIA
COUNTY OF Da""-I'//'t
I, Faye Elizabeth Asper, Testatrix, whose name is
ss:
signed to the foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last will and Testament; that I
signed it willingly; and that I signed it as my free and volun-
tary act for the purposes therein contained.
1-a L t~~J~ ~
Fa~ Eliza~th Asper c
Sworn or affirmed to and acknowledged
before me, by Faye Elizabeth Asper, the Testatrix,
this 3 0
day of jJ~~~
, 1992.
" 11 _, <= ..... "
.--.., I "...--., -- ~. '.,
;- ''y', '-, ,_ \'., " > {; / i;'~. .: ~:t. ,.-
....,/'{ ./(/Y"'&{,(l....<9/. V'...-......~.. <"I...c
Notary Public
( SEAL)
My Commission Expires:
N --
Linda Olaf 1c.I &:cli ..
Ha 9. waJt~ Notary Pub/lc J
My Corn~;. ~a~h.ln COunty,
......,.,.....,.lI:"~res Oet <t. lAA1
~ P<.nr....~ .--
, . ~." "',,"'arlIa A......;;;;;:lJ"'.'" """I<j:~'---'" .
r__y"", ..1, 'l\.ltanlii~
-6-
Ii
,
COMMONWEALTH OF PErmSYLVANIA
COUNTY OF p~ ~ ~ 4 ,. '"
5S:
We,
,/,J l
I, ; ~ 1'7 v/ I'
\..::;:1"7' t::. r\" - , "
/j
! IP !))C'I,')
'- ," ;.. ...
and J~ffr t!:: .7'4 Er., Jew
"
the witnesses whose names are signed to the foregoing instru-
ment, being duly qualified according to law, do depose and say
that we v,ere present and sa\-\1 the Testatrix sign and execute
the instrument as her Last Will and Testament; that she signed
,,,,,illingly and that she executed it as her free and voluntary
act for the purposes therein expressed; that each of us in the
hearing and sight of the Testatrix signed the Will as witness-
es; and that to the best of our knowledge the Testatrix was at
that time eighteen (18) or more years of age, of sound mind,
and under no constraint or undue influence.
/'-;1 1 /~) //--) .
, / 1/ /".-../ ( (
(~~~
/
Sworn or affirmed to and subscribed
to before me by C.t~,.~ L ,C.,Jder and
/ ~
,Je..{:f?-~."A El'"'., J t..o, this Je::t aay of
,/
PP~""tS""" , 1992.
\~ I
~--;! " G :"-,'~*--
___'/ 1 ,/~'~'t-{J..c'L. ~-- L \.,..- ';::-~L-''-C", \,.. ",.C E
Notary Public
NO+~IGI S€ai
Linda D. Wallerick, Notary Public
Harr.sburg, Da~"in County
My Commissiorl J::xoires Oct, 4, 190..,3
hie!T'.bl:lr, Pan~"ania Assodation of Notaries
( SEAL)
My Commission Expires:
-7-
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I,
GLENDA FARNER STRASBAUGH
estate of F ELIZABETH ASPER
Register for the Probate of Wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 13th day of December, Two Thousand and Four
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
, late of MECHANICSBURG BOROUGH
(First, Middle, Last)
in said county, deceased, to VERNON M MARTIN JR
(First, Middle, Last)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 13th day of December
Two Thousand and Four.
File No.
PA File No.
Date of Death
S.S. #
2004- 01138
21- 04- 1138
11/29/2004
198-14-6329
J1k.J,,- (~ ~~<~
C. t7~ ~
Deputy \
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
1 hi, j, 10 certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Loc.II 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.
Fee for this certificate. $2.00
4i"'.""""..
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P 10857894
No.
JJM--0'f/~1t. .5- Q{\/J; if
Date
N 2181
COMMONWEALTH Of PENNSVLVANIA' DEPARTMENT OF HEAlTH. VITAL RECORDS
CERTIFICATE OF DEATH
stATE FILE. ~UM8ER
NAME Of DECEDENT (F'rSf ~....dt)ie_ .dSlI
F. ELIZABETH
SEX
FEMALE
..
ASPER
AGE ll_ B~hQay,
UNDER 1 YEAR
_ 0.,.
UNDER 1 OM
tb.n ! ~
o"TTOF BIRTH
'YOfllh Day_ .....f
etRTH~ le,I'I ~.(j PL6GE OF QEIJ"M tCt>ec1<. 0Im, <)I'll - - __ .,.,!>l.uc:l.ot"" on 0Ihel SlOe,
Stale Of rCl'&qrl Counlry) HOSPiTAl ~----
PA ,....,....0
1 ....
FACIUn ~AME (II n(lIlI'1~l:oI\,,;.ofl, g....e sll~ a,.,d r'lI:nblll'J
RJ\CE - AmenCaII ~,Btaa., WhIl:. ele
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82
v~
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COUNTY OF QEAJH
{)J
Cumberland
...
Ie,
OECEOENl'S USUAL OCCUp,q\Otot
IG.....1W'lCl 01 work aone during Il'lOIlI
11.. RN'lllOflunglif.;donolluser....edl 11~ursinR
DECEDENT'S MAILING AOOAESS (SIr.. C,ryITown.~. Zip Codel
100 Mt. Allen Dr.
Meehaniesburg PA 17055
SCOAl SECUAIT'I' NUM8.:R
OloJEOfuLA,lH t.\cf\lfl L~, leiut I
..11/29/04 . _--=~
: ~.:,,' 0 --1
,
3.198
-14
- 6329
\., \vh it (>
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FAlliEA'S NAUE (f"sf. WIOdHl. L~)
,.. Henry M. Hess
"'''1.fo'';ci~(:''1(o''~s
>Go.
UETHOO OF CHSPQS;TK>N
O .......00 c,_....o __so.,.o
00nIib0n Odw (Speay~
...
S1f.iHATURE OF FUNERAl SEAvlC.E UCEHSE"E OR PERSON ACltNG AS SUCH
Cod
-
-...
Cumher land -' 17d.(Il ::...":".'::'.. Meehan i c s bun'.
"OTH'C'6~n'E;""m~..,n",,",
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'NfOFtMN1~ AOORESS\Saea. CqI'lcJow., SlMl.lipCode)
~. Arcona Road Meehaniesburg 17055-6743
PlACE OF Ot$POS(1KJN. Nllmeot~. CIen\aKlIV l.OCMK)H - C.1Yf1own. si.r~., l~' (..:lo:WI
01 0"-. Place
...Air Hill Cemetery 2,fhambersburg RD PA
:SE.G~~id~~er FH Box 217 Hoodburv
111I.Caun
l.ICENSE NUMBER
......012461 - L
....
CompN/;. """S n.c only trthen centfy"'19
~. nc:M a......,.... ~ol"'lh 10
CM'tftVc:.auM04dH1h
To the ~ 01 my kno...,tl8dge. deoUh lJGCUl"r~ at the II....... dill. and pla~ Slaled
(S.gnalureaodl...,
c"V.t:uIO_!
16695
I~"l
(Moolf\,Oa.'f,Vt;ar1
2>>. 2Jc:.
W4S CASE: REFERRED TO MEOtCAL E.KAIroUNtRICOOONU\1
",.0
lICENSE NUMBER
23L
TIME Of DEATH DATE PAOHOUNCEDDEAO IMonlt1. Oa't'. I'ear)
2.. 5:55 p..... 11/29/04
Jl.1IlIUIT I: Enl.r In. dl....... .n,ufllt5 Of compIKauonawnlCh Ull.I!.ed lhe dlr..ln Do ootent., the mode QI dylAQ. .ucnU{'aI"~OlI.iP"a1Of)1 all~', shoell Of heooll'llallur.
t... onfy on. Q.UM on .ach Ilne
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_....""""'_ [0:, TI'~rOUENCEOtl
""".IMdln9ID~" DUE 10 (OR AS A CQNSEOUENCE Of)'
~ ENet UHOERL'ftNQ
~1~Of.-.,...y
"~8'4fU DUElO(()RA,sACONSEOUfNCEOf)
,.....-,gtnoe.l'llLA&T
11em124.28",..... tr. com~.a by
person.no~ 0MltI,
Wo\S AN AUTOPSY WERE AUTOPSY FINotNQS MANNER OF DEATH
PEAFOfUoIt::01 AWiUlABL E PRlOA 10
CQMPlI:.,tOH OF CAUSE ....wal l]f 0
OF OEMH1 _c...
-..... 0 P.ndng IlW'MIirll.don 0
- 0 ...fij _0 No 0 - 0 CotJIdtlOCbtldetenT'llll<<l 0
DATE Of IN.,URV
tMonm. 0.1'1'. '/ll.."
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Tllolf: OF INJUR'"
INJURV/IJ'M)RK? OESCAlBEH()'.. 't~:}RYOCCURREO.
ZO.
-
PLACE Of' INJURY. At~, tum, $If"" t
bulldirlg. ale. ISpec....,
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CERTWtallcreck ONy onet
OQftlIFV1NG PK~S)C'A"\Phy$ICoaf'I Ceflftyong c.aus.e 01 c;St>alh """er> dflOIhef pt'IvW:>an has prOOOUf'l(;e(l deal" ano comPlelea Ilem 13,
Talhe'" 01 "" knowWldve. ..th oaUrrH due to'" ca"M(IJ end rnettne,.. llated. .
OrRONOUNOHG AND C~RTIFYING PHYStClAH IPh~.an 00111 P/;)I\OtJ'lClng dedlh ,.tr'CI ceftl'y.og 10 cause ot Clearhl
To.... ~ 01 "'y knowktdg., de.ltloccuu!ld et Ihe u.n.. ~.....net place,.Ind due 10 IN cau....I.ncl mannar.. I'allld..
OUEDtCAL EXAMINER/CORONER
On the b..i. of nemk\atton anc&loc lnvtl~ti.g&tton. \n my opinion. death occurred a. the lime, dete, and place. and duelClIM uuse(a).nd
manner.. .I.I~... ....... .. ..,. ....,.... ... .. ........,...,.......,....,................,.,.......
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____2153--1G_
CONTROL NUMBER
CERTIFICATE OF DEPOSIT
HARRIS
SAVINGS BANK
MAIN OFFICE
SECOND AND PINE STREETS. HARRISBURG, PA 17101
--.
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ACCOUNT NUMBER
L ACCOUNT SUMMARY' SECTION
JDtlU'~'!"'Y i 1 '4
------OATE-OFlSSUANC-E--
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ACCOUNT HOLDER(S)
II ~::::~;~:~~~ij~~~::~:~~~~>~::~~H~" "m~ _":';W:""E":",, ,,~~,,~,;~~~~~~'M .AA~~:~~g~~::~i J
, THEREAFTER, WITH THE LAST DISTRIBUTION ONTHEANAL MATUAITYDATE, --,-----"
~ _ day penally (See SecUon V on lne ReYers~ Side)
I '~~;;N' 'U."CO W '"'' '" 0"'" O,,",U",O ON """'" ',;,:;;",y~,t,;it~,i, By
~ NON-TRANSFERABLE ~ " ~,
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L' SAv,11o 17191'<
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Cashier's Check
o PNCBAN<
PNC Bank, National Association
o
o
10
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oh
....
~ Pay to the Order of F ELIZABETH ASPER EST ATE
:::;;
a:
g Thirty-one Thousand Five Hundred Forty Dollars And EiQhty-seven Cents
e
Non-Negotiable
Customer Copy
Remitter
o PNCBAN<
PNC Bank, National Association
Cashier's Check
o
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10
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~ Pay to the Order of F ELIZABETH ASPER EST ATE
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~ Four Thousand EiQht Hundred EiQhty Dollars And EiQhty-seven Cents
w
Non-Negotiable
Customer Copy
~
Remitter
No. 00057501
Date December 14, 2004
$ 31,540.87
No. 00057491
Date December 14, 2004
$ 4,880.87
Brethren in Christ Foundation
PO Box 290
Grantham PA 17027
Mrs. F. Elizabeth Asper
2532 Arcana Rd
Mechanicsburg PA 17055-6743
Date
7/2/2004
Check #
Total Deposits: $0.00
Total Interest: $0.00
Total Withdrawal: $0.00
Statement Date: Oct 01,2004
Statement Date: Oct 01, 2004
Account: 1002-11874
Account Name: Mrs. F. Elizabeth Asper
Account Type: SIC - Three Year (sa)
Maturity Date: 1/1/2006
Interest Rate: 3.25%
Type
Beginning Balance
Amount
57,499.80
~'l ,'" 1";' ~- " . ~ \....1' ~
,"';"'rV"'" ", '<', \,;;;: '.~ ,<; '" '-.J "-"
'I Lf9. q CJ
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Unposted Interest $0.00
Ending Balance: $57,499.80
Inception Date: Jan 01, 2003
.LVJI uvv~
FWtonBank
LISTENING.
STATEMENT OF ACCOUNTS
3622-87634
STATEMENT PERIOD
FROM THROUGH
12-14-04 12-31-04 0
x
PAGE
1 OF
1
EST OF F ELIZABETH ASPER
VERNON M MARTIN JR EXEC
12 SUMMIT DR
DILLSBURG PA 17019
3 ENCLOSURES
o
I
ESTATE REGULAR CHECKING
PREVIOUS DEPOSITSj CHECKSj
[STATEMENT BALANCE C~ ~ITS 3
.00 180,262.35 1,126.30
DEPOSITSj
CREDITS
ACCOUNT:
3622-87634
SERVICE
FEES
.00
ENDING
BALANCE
179,136.05
DATE ACTIVITY DESCRIPTION REFERENCE
12-14 BEGINNING BALANCE
12-15 DEPOSIT
12-20 DEPOSIT
12-20 CHECK
12-20 CHECK
12-22 DEPOSIT
12-30 CHECK
112-31 ENDING BALANCE
CHECKSj
DEBITS
BALANCE
.00
41,052.01
02360908500
03760406260
03760406300
01541600940
03456108180
00232204420
41,052.01
58,349.70
80,860.64
327.00
436.98
362.32
98,637.73
179,498.37
179,136.05
179,136. O_~
CHECK SUMMARY
* INDICATES SKIP IN CHECK NUMBERS
CHECK NO
AMOUNT
327.00
362.32
3
CHECK NO
AMOUNT
436.98
1,126.30
TOTAL NUMBER OF CHECKS
TOTAL AMOUNT OF CHECKS
SERVICE FEE BALANCE INFORMATION FROM 12-14-04 THROUGH 12-31-04
AVERAGE LEDGER BALANCE 122,044.14 AVERAGE COLLECTED BALANCE
MINIMUM LEDGER BALANCE .00 MINIMUM COLLECTED BALANCE
112,286.80
.00
FULTON BANK WISHES YOU A VERY HAPPY AND SAFE HOLIDAY SEASON
AND A PROSPEROUS NEW YEAR! WE THANK YOU FOR BANKING WITH US.
DIRECT FULTON BANK DIRECT BANKING CENTER
INQUIRIES TO: r:_Q._~Q~_~Q~__ _. _____ __~,
Memb.:r F.D.l.l'
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
r
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i::: L- I -.::. p;. t&: E"""'~' ITS f E 1'-
Date of Death:
1/-'J-9-o1
Will No.:
;;LI- 0'-1- 1i"2\t
Admin. No.: ;:2.)'0 'f --c::::l1\7"6
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State ~ether administration of the estate is complete:
Yes 0 No 0
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete: N / p,
3. lithe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes _ No B
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: ~ I~
c. Did the personal ~resentative state an account informally to the parties
in interest? Yes j.2SJ. No 0
cO:
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c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report. \ 12-
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Telephone No.
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Capacity: tlPersonal Representative
o Counsel for personal representative
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August 24, 2005
SINCE 1888
3211 North Front Street
P.O. Box 5300
Harrisburg, PA 17110-0300
717-238-8187
Fax: 717-234-9478
Ms. Glenda F. Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Other Offices
Colonial Park Lancaster
717-652-7020 717-431-0138
Mechanicsburg Millersburg
717-691-5577 717-692-5810
Shippensburg York
717-530-7515 717-843-0502
Re: Estate of Hazel K. Beish
File No. 21-04-1183
Dear Ms. Strasbaugh:
Enclosed for filing are original and one copy of Inheritance Tax Return for the above-mentioned
estate. Also enclosed is check in the amount of$15 for filing ofthis Return. Please note that the
check for payment of the inheritance tax was submitted earlier.
So that I may be sure this mailing has been received and the filing completed, please stamp the
extra copy of the summary sheet with your clock-in stamp and return it to me in the pre-posted
envelope provided. Thank you.
Very truly yours,
METZGER, WICKERSHAM, KNAUSS & ERB, P.C.
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Enclosures
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cc: Leonard C. Beish
334590-1
James F. Carl
Edward E. Knauss, IV'
Jered 1. Hock
Steven P. Miner
Clark DeVere
Francis J. Lafferty, IV
David H. Martineau
Andrew W. Norfleet
Andrew C. Spears
. Board Certified in civil
trial law and advocacy
by the National Board
of Trial Advocacy
v
I
REV-1500 EX. (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
BEISH, HAZEL K.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
FilE NUMBER
2 -04 1 8 3
COUNTYCOOE --vEA~ - - NuMBER- -
SOCIAL SECURITY NUMBER
2 1 1 - 2 4 - 7 966
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (date of death prior to 12-13-82)
o 5. Federal Estate Tax Retum Required
Q... 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Jered L. Hock, Es uire 3211 North Front Street
FIRM NAME (If Applicable)
Metz er Wickersham Knauss & Erb, P.C. PO Box 5300
TELEPHONE NUMBER
717 238-8187 Harrisbur -P.,A 17110-0300
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(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[Xl 1. Original Retum
o 4. Limited Estate
[Xl 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12.12.82)
o 7. Decedent Maintained a Living Trust (Attach copy oITrust)
o 10. Spousal Poverty Credit (date of death between 12-31.91 and 1.1-95}
80,385.71
8,513.82
OFFI~ USE Q~~"'cl
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
0.00 X _ (15)
73,718.50 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
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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
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
-;~l
15,500.35
Cl
o
C)
. ,
(8)
104,399.88
27,760.84
2,920.54
(11)
(12)
(13)
30,681.38
73,718.50
(14)
73,718.50
0.00
3,317.33
0.00
0.00
3,317.33
, Decedent's Complete Address:
STREET ADDRESS 2305 Gettvsburq Road
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,317.33
3,317.33
Total Credits (A + B + C)
~
3,317.33 ~
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
4.
Total Interest/Penalty (D + E)
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
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
0.00
A. Enter the interest on the tax due.
~
~
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. "-
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
~
5.
0.00
~
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 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?............................................. ................................................. 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
ej/6/OS
.
211 North Front Street, PO Box 5300
Harrisburg
PA 17110-0300
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. S911n (",\ 11 1\ lill
For dates 01
The statute
the survivinl
3te imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)].
ouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
For dates 0:
The tax ratE
or a steppal
~)~ V 1)
a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
].
The tax ratE for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116(1.2) [72 P.S. s9116(a)(1)J.
The tax ratE for the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in commonWlth the decedent, whether by blood or adoption.
REV-1502 EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BEISH. HAZEL K. 21 04 1183
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real orooertv which is iointlv-owned with riaht of survivorshio must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
House and lot located at 2305 Gettysburg Road, Camp Hill, Lower Allen Township,
Cumberland County, Pennsylvania. Sold since DOD at arm's length transaction to
Kirk W. Shumaker for $79,900. In addition to gross sale price, there are add ins of
$485.71 on real estate pro-rations, as per Lines 406-409 of Settlement Sheet. Thus, real
estate is carried at $80,385.71. For prior title, see Cumberland County Deed Book B32,
Page 272. Please see copy of Deed and Settlement Sheet attached.
VALUE AT DATE
OF DEATH
80,385.71
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
80,385.71
THIS DEED
Made this c1J. day of April, in the year Two Thousand Five (2005).
Between
LEONARD CHARLES BEISH, Executor ofthe Estate of HAZEL K. BEISH,
deceased, late of Lower Allen Township, Cumberland County, Pennsylvania, party
of the first part, GRANTOR
and
KIRK W. SHUMAKER, of Enol a, Cumberland County, Pennsylvania, party of the
second part, GRANTEE
Whereas, the said Hazel K. Beish became in her lifetime seised, in fee, of and in a certain lot or
piece of ground, together with the improvements thereon erected, situate in the Township of Lower
Allen, County of Cumberland, State of Pennsylvania, known as 2305 Gettysburg Road, Camp Hill,
Pennsylvania, and more particularly described hereinafter; and being so thereof seised, departed this
life on November 17,2004, having first made her Last Will and Testament in writing dated July 29,
2004, duly probated and registered in the Office of the Register of Wills of Cumberland County,
Pennsylvania, on December 28,2004, to Estate No. 2004-01183 (PA No. 21-04-1183), wherein and
whereby, inter alia, said decedent appointed as Executor the said Leonard Charles Beish, to whom
Letters Testamentary were duly issued by said Register of Wills on December 28,2004, as in and
by said Will and the records of said Register of Wills, recourse thereunto being had, appears.
Whereas, in the aforesaid Will, decedent included among fiduciary powers listed in Item 6( d)
thereof the power to sell either at public or private sale and, upon such terms and conditions as the
executor deems advantageous, any and all real or personal estate or interest therein owned by
decedent/testatrix, and to consummate said sales by sufficient deeds or other instruments to the
purchaser conveying fee simple title, free and clear of all trust and without obligation or liability to
the purchaser, and to make, execute, acknowledge, and deliver any and all deeds necessary or
desirable in carrying out any of the powers conferred upon the executor in her Will.
Now this Indenture witnesseth, that said Grantor, for and in consideration ofthe sum of Seventy-
Nine Thousand Nine Hundred Dollars ($79,900) to said Executor, in hand paid by the said Grantee
at or before the sealing and delivery thereof, receipt whereof is hereby acknowledged, has granted,
bargained, sold, aliened, released, and confirmed, and by these presents does grant, bargain, sell,
alien, release, and confirm unto the said Grantee, Grantee's heirs, administrators, executors, and
assigns, decedent's one-half interest as tenant in common in the following:
325853-1
All that certain lot or tract ofland situate in Lower Allen Township, Cumberland County,
Pennsylvania, more particularly bounded and described as follows according to survey of Ernest J.
Walker, Professional Engineer, dated May 15, 1970, to wit:
Beginning at a point on the South side of Pennsylvania Avenue, a/k/a Gettysburg Road, as shown
on Plan of Spring Lake, recorded in the Cumberland County Recorder's Office in Miscellaneous
Book 14, Page 287, said point being 320.0 feet Eastwardly by the Southern line of Gettysburg Road
from the Southeast comer ofthe intersection of Pennsylvania Avenue and Schuylkill Avenue on
said Plan and being at comer of lot now or late of George Sponsler; thence along Pennsylvania
Avenue South eighty-five (85) degrees thirty (30) minutes East twenty-four (24) feet to a point at
comer of lot now or late of William H. Simmons and Thelma B. Simmons, his wife, of which this
was a part; thence by said lot now or late of William H. Simmons and Thelma B. Simmons, his
wife, and passing through the center line of the double frame dwelling house erected on the lot
hereby conveyed and on the said lot now or late of William H. Simmons and Thelma B. Simmons,
his wife, South four (04) degrees thirty (30) minutes West at right angles to Pennsylvania Avenue
one hundred fifty (150) feet to the Northern line of Nina Avenue; thence along the Northern line of
Nina A venue North eighty-five (85) degrees thirty (30) minutes West twenty-four (24) feet to a lot
now or late of George Sponsler aforesaid; thence by the same North four (04) degrees thirty
(30) minutes East one hundred fifty (150) feet to Pennsylvania Avenue, the place of beginning.
Having thereon erected the Western half of a 2'li story frame dwelling house known and numbered
as 2305 Gettysburg Road, Camp Hill, Pennsylvania.
Being the same premises which Kerry S. Ayers, single man, and James W. Darhower, single man,
by deed dated July 24, 1986, and recorded in the Office of the Recorder of Deeds in and for
Cumberland County in Deed Book B32, Page 272, granted and conveyed unto Hazel K. Beish,
single woman, of whose estate Leonard Charles Beish is Executor and Grantor herein.
Together with all and singular ways, waters, water--course, rights, liberties, privileges,
hereditaments and appurtenances whatsoever thereunto belonging, or in any wise appertaining, and
the reversions and remainders, rents, issues and profits thereof; and also all the estate, right title,
interest, use, trust, property, possession, claim and demand whatsoever, in law, equity, or otherwise
howsoever, of, in, to, or out of the same:
To have and to hold the said hereditaments and premises hereby granted and released, or
mentioned and intended so to be, with the appurtenances, unto the said Grantee, his heirs,
administrators, executors, and assigns, to and for the only proper use and behoof ofthe said
Grantee, his heirs, administrators, executors, and assigns, to and for the only proper use and behoof
of the said Grantee, his heirs, administrators, executors, and assigns, forever.
325853-1
And the said Grantor does promise and agree, to and with the said Grantee, his heirs,
administrators, executors, and assigns, that he, the said Grantor, has not done, committed, or
knowingly or willingly suffered to be done or committed, any act matter or thing whatsoever
whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached
charged or encumbered, in title, charge, estate, or otherwise howsoever.
In witness whereof, the said Grantor has hereunto set his hand and seal the day and year first above
written.
Signed, sealed, and delivered
~
GRANTOR:
ci:rW..1)dYir!e~SEAL)
Leonard Charles Beish, Executor of the
Estate of Hazel K. Beish, deceased
325853-1
COMMONWEALTH OF PENNSYLVANIA:
SS.
COUNTY OF
On this, the _ day of , 2005, before me the undersigned
officer, personally appeared LEONARD CHARLES BEISH, Executor of the Estate of Hazel K.
Beish, deceased, known to me (or satisfactorily proven) to be the person described in the foregoing
instrument, and acknowledged that he executed the same in the capacity therein stated and for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
(SEAL)
I HEREBY CERTIFY that the precise address of the Grantee herein is
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
Recorded in the Office for Recording of Deeds in and for Cumberland County in Deed
Book , Page , Etc.
WITNESS my hand and seal of Office
this _ day of , Anno
Domini 2005.
, Recorder
325853-1
// .2 2-0265 "U
A. " B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.DFmHA 3. [BlCONV. UNINS. 4.DVA 5. DCONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT SHU89-05 648730597
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is fumished 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 (SHU89-05.PFD/SHU89-05/1 0)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
KIRK W. SHUMAKER ESTATE OF HAZEL K. BEISH ABN AMRO MORTGAGE GROUP, INC.
630 BRISBAIN LANE 2305 GETTYSBURG ROAD 2600 WEST BIG BEAVER ROAD
ENOLA, PA 17025 CAMP HILL, PA 17011 TROY, MI 48084
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1619811 I. SETTLEMENT DATE:
2305 GETTYSBURG ROAD TRI-COUNTY ABSTRACT SERVICE
CAMP HILL, PA 17011 Apri/22,2005
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
3414 CHESTNUT STREET
CAMP HILL, PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 79,900.00 401. Contract Sales Price 79,900.00
102. Personal Property 402. Personal Property
103. Settlement Charges to Borrower (Line 1400) 4,616.83 403.
104. 404.
105. 405.
Adjustments For Items Paid Bv Seller in advance Adjustments For Items Paid Bv Seller in advance
106. City/Town Taxes 04/22/05 to 01/01/06 271.27 406. Citv/Town Taxes 04/22/05 to 01/01/06 271.27
107. County Taxes to 407. County Taxes to
108. SCHOOL TAX 04/22/05 to 07/01/05 153.40 408. SCHOOL TAX 04/22/05 to 07/01/05 153.40
109. SEWER & TRASH 04/22/05 to 07/01/05 61.04 409. SEWER & TRASH 04/22/05 to 07/01105 61.04
110. 410.
111. 411.
112. I 412.
120. GROSS AMOUNT DUE FROM BORROWER I 85,002.54 420. GROSS AMOUNT DUE TO SELLER 80,385.71
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 3,000.00 501. Excess Deposit (See InstructionS)
202. Principal Amount of New Loanl;') 71,900.00 502. Settlement Charaes to Seller (l.ine 14001 6,768.17
203. Existing loanls) taken subject to 503. Existino loan(s) taken subiect to
204. 504. Payoff of first Mortgage
205. 505. Payoff of second Mortoaoe
206. 506.
207. 507. (Deposit disb. as proceeds)
208. 508.
209. 509.
Adiustments For Items Unpaid Bv Seller Adjustments For Items Unpaid Bv Seller
210. City/Town Taxes to I 510. Citv/Town Taxes to
211. County Taxes to I 511. County Taxes to
212. SCHOOL TAX to I 512. SCHOOL TAX to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517. ESCROW FOR INHERITANCE TAXES to JERED L. HO 7,000.00
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 74,900.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 13,768.17
300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Borrower (Line 120) 85,002.54 601. Gross Amount Due To Seller (Line 420) 80,385.71
302. Less Amount Paid By/For Borrower (Line 220) ( 74,900.00) 602. Less Reductions Due Seller (Line 520) ( 13,768.17
303. CASH ( X FROM) ( TO) BORROWER 10,102.54 603. CASH ( X TO) ( FROM) SELLER 66,617.54
OMB NO 50
A'o.
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
I HAVE CAREFULLY RmV1 W~ ~-1 ETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND
ACCURATE S, T,ATEMEtiT . F . RECEI AND DISBURSEMENTS MADE ON MY ACCOUNT OR B~,.. IN THIS.,T. RANSACTION. I FURTHER CERTIFY
THAT I H~~~R~CEIV rc Y OF}' HUD-1 SETTLEMENT STATEMENT. <,_,,__ Y (' rt D .~)
~'
-"- L. SETTLEMENT CHARGES
(~O. TOTAL COMMISSION Based on Price $ 79,900.00 @ 6.0000 % 4,794.00 PAID FROM PAID FROM
~ivision of Commission (line 700) as Follows: BORROWER'S SELLER'S
701. $' 2,422.00 to THE HOMESTEAD GROUP FUNDS AT FUNDS AT
702. $ 2,372.00 to HOUSE 4 U SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement 4,794,00
704. TRANSACTION FEE to THE HOMESTEAD GROUP 100.00
aOO.ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee 1.0000 % to HAVEN MORTGAGE SERVICES 719.00
802. Loan Discount 0.2500 % to ABN AMRO MORTGAGE GROUP, INC. 179.75
803. Appraisal Fee to CAPITAL PROPERTY APPRAISERS 325.00
804. Credit Report to HAVEN MORTGAGE SERVICES 50.00
805. Lender's Inspection Fee to
806. Mortgage Ins. App. Fee to
807, Assumption Fee to
808. LOAN PROCESSING FEE to LOAN PROCESSING CENTER 310.00
809. LENDER ADMINISTRATION to ABN AMRO MORTGAGE GROUP, INC. 475.00
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 04/22/05 to 05/01/05 @ $ 9,990000/day ( 9 days %) 89.91
902. MortQaQe Insurance Premium for months to
903, Hazard Insurance Premium for 1.0 years to GOODVILLE MUTUAL POC: $298.00
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 3.000 months $ 24.84 per month 74.52
1002. MortQaQe Insurance months $ per month
1003. City/Town Taxes months $ per month
1004. County Taxes 3.000 months $ 32.49 per month 97.47
1005. SCHOOL TAX 10.000 months @ $ 66.66 per month 666.60
1006. months $ per month
1007. months $ oer month
1008. AGGREGATE ESCROW ADJUSTMEI months $ per month -286.67
1100. TITLE CHARGES
1101. Settlement or Closing Fee to
1102. CLOSING PROTECTION LETTER to FIRST AMERICAN TITLE INSURANCE COMPANY 35.00
1103. Title Examination to
1104. Tille Insurance Binder to
1105. Document Preparation to
1106. Notary Fees to CASH 12.00 6.00
1107. Attorney's Fees to METZGER WICKERSHAM 600.00
(includes above item numbers: )
1108. Title Insurance to TRI-COUNTY ABSTRACT SERVICE AGENT 738.75
(includes above item numbers: )
1109. Lender's Coverage $ 71,900.00 104209803
1110. Owner's Coverage $ 79,900.00 738.75 104222353
1111. ENDORSEMENTS to TRI-COUNTY ABSTRACT SERVICE 100,300,8.1,710 200.00
1112.
1113,
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 40.50; Mortgage $ 76.50; Releases $ 117.00
1202. City/County Tax/Stamps: Deed 799.00' MortQaoe 799.00
1203. State Tax/Stamps: Revenue Stamps 799.00; Mort!.1a!.1e 799.00
1204,
1205. OVERNIGHT/COURIER FEES to TRI-COUNTY ABSTRACT SERVICE 14.50
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest Inspection to
1303. SEWER & TRASH BILL to LOWER ALLEN TOWNSHIP 79.35
1304. 2005 COUNTY/TOWNSHIP TAXES to BONNIE K. MILLER, TAX COLLECTOR 13-23-0549-073 389.82
1305.
1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Sectionft<.) 4,616.83 6,768.17
By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this two p~ 1--'. tL~ );'l7~,f2~ ~
/~ETTLEMENT OFFICER J
Settlement Agent
Page 2
Certified to be a true copy.
REV-1503 EX + (6-98)
. '*
SCHEDULE B
STOCKS & BONDS
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BE ISH. HAZEL K.
FILE NUMBER
21 04
1183
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Series E Savings Bonds, as per inventory list attached. Value as per Savings Bond
Website of U.S. Government for November 2004
VALUE AT DATE
OF DEATH
8,513.82
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8513.82
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REV-1508 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BEISH. HAZEL K.
FILE NUMBER
21 04
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
1183
ITEM
NUMBER
1.
DESCRIPTION
PNC - Money Market Account # 51-3021-2258
000 balance $860.87 minus $8 monthly service charge
VALUE AT DATE
OF DEATH
852.87
2.
Pension
197.18
3.
Refund from nursing home
2,483.83
4.
Refund from Continental General Insurance
91.39
5.
Refund from AAA Auto Club
26.25
6.
2000 Chevrolet Cavalier - sold in arm's length transaction since 000 to Lila Howell
4,200.00
7.
Refund from Allstate
17.09
8.
Federal Income Tax Refund
4,289.00
9.
Furniture, old and used
800.00
10.
Waypoint/Sovereign Bank, Checking Account
2,542.74
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
15,500.35
REV-1511 EX+ (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BEISH. HAZEL K.
FILE NUMBER
21
04
1183
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Reinhard Funeral Home
6,714.93
2.
Honorarium for Pastor, soloist, and pianist for funeral services
425.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Leonard C. Beish
Social Security Number(s)/EIN Number of Personal Representative(s) 177 -54-8941
Street Address 1505 Louisa Lane
City MechanicsburQ State PA Zip 17050
Yea~s) Commission Paid: 2005
5,500.00
B.
2.
3.
Attorney Fees Metzger, Wickersham, Knauss & Erb, P.C.
Family Exemption: (If decedenfs address is not the same as claimanfs. attach explanation)
Claimant
(estimated)
5,500.00
Street Address
City
State
Zip
Relationship of Claimant to Decedent
4.
Probate Fees Cumberland County Register of Wills
275.00
5.
Accountanfs Fees
6.
Tax Return Preparer's Fees Metzger, Wickersham, Knauss & Erb, P .C.
(estimated)
650.00
7.
Realtor's commission paid at real estate settlement, one portion The Homestead
Group, one portion House 4 U, total $4794 - necessary commission to sell real estate
to settle estate
4,794.00
8.
The Homestead Group - necessary transaction fee to sell real estate to settle estate
100.00
9.
Notary fees - necessary to sell real estate to settle estate
6.00
10.
Realty Transfer Tax - necessary to sell real estate to settle estate
799.00
11.
Lower Allen Township - necessary trash and sewer bill to sell real estate to settle
estate
79.35
TOTAL (Also enter on line 9. Recapitulation) $
27,760.84
(If more space is needed. insert additional sheets of the same size)
BE ISH, HAZEL K.
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 1
21 04 1183
File Number
Schedule H - Funeral Expenses & Administrative Costs - B7.
ITEM
NUMBER
DESCRIPTION
AMOUNT
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
Bonnie K. Miller, Tax Collector - necessary 2005 CountylTownship taxes to sell real
estate to settle estate
389.82
UGI - gas service to real estate to carry property until sale and estate settlement
533.09
PP&L - electrical service to real estate to carry property until sale and estate
settlement
108.27
Verizon - phone service to real estate to carry property until sale and estate settlement
116.75
Pennsylvania American Water - water service to real estate to carry property until
sale and estate settlement
117.31
Allstate - necessary car insurance to preserve for sale
207.74
Commonwealth of Pennsylvania - necessary registration of car to preserve for sale
36.00
VitalChek - Death Certificate for decedent's pre-deceased husband to clear real estate
title
27.00
Lower Allen Township - necessary taxes to preserve real estate for sale
73.35
Capital Self Storage - necessary storage of household items to preserve for sale
367.56
Trindle Auto Sales - necessary inspection to preserve car for sale
55.07
Truck rental in order to move household items to ready real estate for sale
49.36
Packing materials and cleaning supplies to ready real estate for sale
113.65
Repair of door handle on front door to ready real estate for sale
41.99
Cumberland County Register of Wills - Short Certificates
28.00
Patriot News - publication of Estate Notice
132.60
Cumberland Law Journal - publication of Estate Notice
75.00
Metzger Wickersham - reimbursement for photocopy, fax, and postage
70.00
Reserve for filing Releases
25.00
SUBTOTAL SCHEDULE H-B7
2,567.56
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
BE ISH. HAZEL K.
Decedent's Name
Page 2
21 04 1183
File Number
Schedule H - Funeral Expenses & Administrative Costs - B7.
ITEM
NUMBER
DESCRIPTION
AMOUNT
31.
Reserve for filing Account
300.00
32.
Reserve for closing
50.00
SUBTOTAL SCHEDULE H.B7
350.00
REV-1512 EX'" (6-98)
'*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BEISH. HAZEL K.
FILE NUMBER
21
04
1183
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. UGI - gas service debt of decedent
98.00
2. Bank One - credit card debt of decedent
199.81
3. Comcast - cable service debt of decedent
85.18
4. Pennsylvania American Water - water service debt of decedent
19.50
5. Verizon - phone service debt of decedent
25.03
6. AAA Financial Services - credit card debt of decedent
1,607.40
7. East Pennsboro Ambulance - medical transport debt of decedent
250.00
8. National Home Gardening - membership debt of decedent
36.22
9. Neighborcare Pharmacy - prescription debt of decedent
449.65
10. Allstate - car insurance debt of decedent
60.11
11 . AT&T - phone service debt of decedent
9.33
12. Sears Credit Cards - credit card debt of decedent
40.33
13. PP&L - electrical service debt of decedent
35.34
14. Smith Radiology - medical test debt of decedent
4.64
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
2,920.54
. ''''''''''''*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
BEISH HAZEL K. 21 04 1183
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Kathy Anne Wagner Lineal 24,572.83
2. Leonard Charles Beish Lineal 24.572.84
3. Timothy Greg Beish Lineal 24.572.83
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
"
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LAST WILL AND TESTAMENT
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OF
HAZEL K. BEISH
I, Hazel K. Beish, a widow, of Camp Hill, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do make, publish and declare this to be my
Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously
made.
1. SPECIFIC BEQUESTS.
(a) I give and bequeath my residence at 2305 Gettysburg Road to My
Son, Leonard Charles Beish, for as long as he, in his sole discretion, needs to reside there.
Thereafter, the property shall be sold and the proceeds divided equally between my three
children, Kathy Anne Wagner, Leonard Charles Beish and Timothy Greg Beish (My
" Children").
(b) I specifically give and bequeath my china hutch to Kathy Anne
Wagner.
2. TANGIBLE PERSONAL PROPERTY. I give and bequeath all of my
household furniture and furnishings, automobiles, other motor vehicles, books, pictures,
Page 1 of 7 Pages
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jewelry, china, crystal, appliances, silverware, wearing apparel, articles of household or
personal use or adornment, collections, artworks, boats and recreational equipment and vehicles,
together with all policies of insurance thereon, to my children living at my death in as nearly
equal shares as they shall select under the supervision of my Executor. It should be noted that
certain tangible property at my residence belongs to My Son, Leonard Charles Beish, and is not
covered by this bequest. If any such articles cannot be fairly divided or distributed in kind in
the opinion of my Executor, such remaining articles shall be sold aild the proceeds thereof shall
pass as a part of my residuary estate.
3. RESIDUE. I give, devise and bequeath all of the rest, residue and
remainder of my property, real, personal and mixed, not disposed of in the preceding portions
of this Will, including all property over which I hold a power of appointment (which powers of
appointment I hereby exercise in favor of my estate), to my children named above.
4. SPENDTHRIFT PROVISION. No interest in income or principal of my
estate shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee
or receiver in bankruptcy of any beneficiary of my estate prior to the beneficiary I s actual receipt
thereof. My Executor shall pay over the net income and the principal to the beneficiaries herein
designated, as their interests may appear, without regard to any attempted anticipation (except as
may be specifically provided herein), pledging or assignment by any beneficiary of my estate
and without regard to any claim thereto or attempted levy, attachment, seizure or other process
against said beneficiary.
Page 2 of 7 Pages
"
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5. SURVIV AL PRESUMPTIONS. Any person who shall have died at the
same time as I or under such circumstances that it is difficult or impossible to determine who
shall have died fIrst, shall be deemed to have predeceased me.
6. FIDUCIARY POWERS. In the settlement of my estate, my Executor
shall possess, among others, the following powers, exercisable without prior court approval, but
in all cases to be exercised for the best interests of the benefIciaries:
(a) To retain any investments I may have at my death so long as my
Executor may deem it advisable to my estate so to do, including securities owned,
issued or underwritten by any corporate Executor or any of its affiliates.
(b) To vary investments, when deemed desirable by the Executor, and to
invest in every kind of property and type of investment, including securities owned,
issued or underwritten by any corporate Executor or any of its affiliates, or as to
which such Executor or its affiliate acts as investment advisor, as the Executor
shall deem wise.
(c) In order to effect a division of the principal of my estate or for any
other purpose, including any fmal distribution of my estate, my Executor is
authorized to make said divisions or distributions of the personalty and realty
partly or wholly in kind. If such division or distribution is made in kind, said
assets shall be divided or distributed at their respective values on the date or dates
of their division or distribution. In making any division or distribution in kind,
my Executor shall divide or distribute said assets in a manner which will fairly
allocate any unrealized appreciation among the beneficiaries.
(d) To sell either at public or private sale and upon such terms and
conditions as my Executor may deem advantageous to my estate, any or all real
or personal estate or interest therein owned by my estate severally or in
conjunction with other persons or acquired after my death by my Executor, and to
consummate said sale or sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title, free and clear of all trust
and without obligation or liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry into the validity of said sale
or sales; also, to make, execute, acknowledge and deliver any and all deeds,
Page 3 of 7 Pages
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assignments, 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 this Will.
(e) To mortgage real estate and to make leases of real estate for any
term.
(f) To borrow money from any party, including my Executor, to pay
indebtedness of mine or of my estate, expenses of administration, Death Taxes or
other taxes.
(g) To pay all costs, expenses, legally enforceable debts, funeral
expenses and charges in connection with the administration of my estate.
(h) To vote any shares of stock which form a part of my estate and to
otherwise exercise all the powers incident to the ownership of such stock and to
actively manage and operate any incorporated or unincorporated business,
including any joint ventures and partnerships, and to incorporate any such
unincorporated business, with all the rights and powers of any owner thereof.
(i) In the discretion of my Executor, to unite with other owners of
similar property in carrying out any plans for the reorganization of any
corporation or company whose securities form a part of my estate.
(j) To assign to and hold in my estate an undivided portion of any
asset.
(k) To hold investments in the name of a nominee.
(1) To compromise controversies.
(m) To disclaim, in whole or in part, any and all interests in property
owned by me at the time of my death, including those passing to me by Will,
intestacy, contract, joint ownership, operation of law or otherwise.
(n) To designate one or more persons or a corporation to act as
ancillary fiduciary in any jurisdiction in which ancillary administration may be
necessary, such ancillary fiduciary to serve without bond or security and to have
all powers, authorities and discretions conferred hereunder.
Page 4 of 7 Pages
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(0) To employ and compensate from income or principal, in the
discretion of my Executor, investment and legal counsel, accountants, brokers
and other specialists, and, whenever there shall be no corporate Executor in
office, a corporate custodian, and to delegate to investment counsel discretion
with respect to the investment and reinvestment of any or all of the assets held
hereunder.
(p) My funeral costs shall fIrst be paid by such funds as are available
by my annuities.
7. EXCULPATORY CLAUSES. In the settlement of my estate:
(a) My Executor shall not be personally liable for any loss to my estate
or to any benefIciary of my estate resulting from an election made in good faith to
claim a deduction as an income tax deduction or as an estate tax deduction.
(b) In valuing property in my gross estate for the purposes of any
Death Tax, my Executor shall not be personally liable for any loss to my estate or
to any benefIciary of my estate resulting from my Executor I s decision made in
good faith to use a particular valuation date.
8. EXECUTOR POWERS REGARDING BASIS ADJUSTMENT. I hereby
authorize my Executor in my Executor's sole and absolute discretion to allocate any
adjustments to the income tax basis of assets of my estate to such assets as my Executor deems
to be appropriate. I recognize that this power gives my Executor broad latitude which I wish my
Executor to exercise while taking into account such factors as my Executor deems beneficial to
all of the benefIciaries of my estate. My Executor shall not be liable for any loss to my estate or
to any benefIciary of my estate resulting from such allocation made in good faith.
9. EXECUTOR APPOINTMENT. I hereby appoint My Son, Leonard
Charles Beish, as Executor of this Will. If for any reason he should fail or cease to act, I
appoint My Daughter, Kathy Anne Wagner, as Executrix.
Page 5 of 7 Pages
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10. WAIVER OF BOND. My Executor shall qualify and serve without the
duty or obligation of filing any bond or other security. My individual fiduciary shall serve
without compensation.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and
Testament, consisting of this and the preceding five (5) pages, this ---3.. day of
(y~
,2004.
'H~~istJ.,/ ~
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was 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 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 Testatrix was of sound and disposing mind and memory.
AL) Residing at: .5 Z, ;::e;;~t('tJ l:>tlsJe
f
I!a(i Pax P/J /7tJ3L
~et 'It( ~dt:: (SEAL) Residing at: 52 {igjJp,-(~ cf}A-.
~);~ PA 17{)~J-
Page 6 of 7 Pages
02-13-2006
ASPER
11-29-2004
21 04-1138
CUMBERLAND
101
APPEAL DATE: 04-14-2006
(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~~~_~~~~------~-__~~!~!~_~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
F E FILE NO. 21 04-1138 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-_NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'; r '," I"
i-" ,_....:
, r,
'" -.."
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
! --,
j' j'
VERNON M MARTIN OR
12 SUMMIT DR
DIlLSBURG
PA 17019
ESTATE OF
ASPER
REV-1547 EX AFP (06-05)
F
E
TAX RETURN WAS: (X J ACCEPTED AS FILED
CHANGED
DATE 02-13-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule BJ
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Transfers (Schedule GJ
8. Total Assets
llJ
(2J
(3J
(4J
(5J
(6J
(7J
.00
.00
.00
.00
198.741.00
.00
.00
(8J
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule JJ
14. Net Value of Estate Subject to Tax
(9J
1l0J
18,834.00
.00
lllJ
112J
113J
114J
NOTE:
I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
198,741. 00
18.834 00
179,907.00
179,907.00
.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.... ,.... l+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-J
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.00 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
119J=
115J
116J
117J
118J
.00
.00
.00
.00
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. J~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE Dt;JJ!I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J