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HomeMy WebLinkAbout02-1128PETITION FOR PROBATE and GRANT OF LETTERS Estate of Janet L. Epley No. 2~'~oZ.~ 11~ also known as To: Deceased. Social Security No. 163-30-5856 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor named in the last will of the above decedent, dated June 23, 1999 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 204 Hope Drive, South Middleton Township, Boiling Springs PA 17007 (list street, number and municipality) Decedent, then 66 years of age, died 11/17/02 at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never ajudicated incompetent: None Decedent 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: 20,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) y y ~N x ~= ~o ~~ ~~ ~a ~- .. ro ~, :~: 204 Hope Drive < Boiling Springs PA 17007 Larry S. E y OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF Cumberland 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 well and tr y administer the es e according to law. Sworn to or affirmed and subscribed ~L before me this~~ day of t , ,fir No. !~ I- O a.- I I~ S Estate of Janet ~ Epley ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~~~~-r ~ ~ ~~`~'' , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT [S DECREED that the instrument(s) dated 6/23/99 described therein be admitted to probate and filed of record as the last will of Janet L. EApley and Letters Testamentary are hereby granted to Larry S Epley FEES Probate, Letters, Etc.. $~~ Short Certificates (~ } . $ q • c~O men .k~tc~. $ ~ ~ . Ca0 ~-Lp $ /p.yv TOTAL $ q3_ a~ Filed. ./.cr~.'./O~. n~.~-' . l.~.St--k-~'L i~-is-o~..- Register of V4ilis Keith A. Hassler, Esq. 32297 ATTORNEY (Sup. Ct. LD. No.) 9 North Beaver Street York PA 17401 ADDRESS 717-846-1664 PHQNE his is to certify char the information here given i, .o,recc~v <c~t},1. i `.~~-~:n a, .., ~,I~I1 ~- ,. l local Registrar. The original certificate wiil oe fo.waruca cc~ t~lc `~-e,~ 1 ~ ~ l~s; ~ a~-~~ ~'~ ~- WARNING: li is illegal to du~licaF~ t~i~~ ~:~~ ~~b ~~~~~~'~'~~~ ~~' ~ ~ ~~~ ~~~~~~_,=. I-re hTr this cerntr:are. $2,Ot) ,ll'~ ~1 a ~ ~ ,~ 1 ;. ~ - ~;. ~ ~ _ -- -- ., ~; iYpERRIN7 ow PERMANENT BLACKOlK \;~ ~ ~~ ,. ~ . rs ~ X702°90 ~,fi~~h.~~~~~,v: ' [~OV ~4 2QQ2__ ____~,_ ~~~ HtOS.:.J Hnv. l/8i COMMONWEALTN Of PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH l~ .;:,, i .. . --_`'-. NM1E Of OECEOEM 6nsr. MMus. laq ~~~~ L. ~2 SAM S.dterl IMDERtY6W 1MOEIIID/Y OdE OF EIRiN NRTNPIACE ICat AUe MatAns DAM IfoMS t s6NSS lso•d. UAY. `h(~~l~/~ iW OFfx9n(CnJaroy~lyH ~t ' ~{ ~ IQ.T7 i \,~f~~ ~ T J 1 (Q Yn aly d SE>t 5eeut sECl+tnn NUMEEa 'DATE OF DFFH~MUM. neF ~bvt ~. t'-e~nate ~. lto3 - 30 - ~~~~ ~.. N0~•, ~~, aaa~ OUCEOFDFAN QycYO+Inro-_me+.muGlanmA~a1M1 ___._ NOSVRAt: ~R q~ Kw.l C~ E~Os~I~ ^ OW C.J Nw~ ^ Wswlw q{ 'SwWI ~ M4et' OF MISRWIC ORM.N1? 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Me/IexwrNrtNtls.ate. anO FMee.pw aueNYr cauFeb}artl mennM aFeNW .......................... ^ NAME AND ADDi1ESSa0ERSON WNO CO1OlETEDCAI/EE OFOEiOH ul«n fn ype or ptw ; ~ Tr,. y tav, ~ /- / •MEDICAL E7lAMR1EIUCORON61 On1MWNeOfgsANNtbneM+a lnWfltpalhn. in my ognion, deNh OCGUasd el the time,ale. and place. snd dusletne eAUee(e)eed ^ ~Z~ ua(,15~,.` }'~ Ca Y~lf {t~ ~~ U~ ............... ~ latNltteINNN1d...... Jta ~~ S DATE FILEDrAd+e.. OAe. WI '.. AND A _~~~ ~ ., ~ ~ ,. l(/nr~. ~..~ce~ ~ ~~- a ~- ~~~~ LAST WILL AND TESTAMENT OF JANET L. EPLEY Prepared by: Keith A. Hassler, Esquire 9 North Beaver Street York, PA 17401 (717)846-1664 LAST WILL AND TESTAMENT OF JANET L. EPLEY 1, JANET L. EPLEY, of Carlisle Borough, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare the following as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Testaments, or writings in the nature thereof, by me at any time heretofore made. I. I direct that all expenses of my last illness, including hospital expenses, expenses for medical care, funeral expenses and the cost of a gravemarker, as well as all debts or obligations owed by me at the time of my death, which in opinion of my Executor are not subject to either a legal equitable defense, shall be paid from my residuary estate, otherwise provided herein, as soon as practicable after my decease, as a part of the expense of the administration of my estate. II. I give and bequeath to my spouse, LARRY S. EPLEY, provided he survives me for a period of thirty (30) days, all items of tangible personal property which I may own at the time of my death, excluding cash and evidences thereof, but including any automobiles, together with any insurance policies thereon. All other items at tangible personal property located in my residence, such as household furnishings, furniture, dishes and silverware, are the property of my spouse. III. In the event that my spouse, LARRY S. EPLEY, does not survive me for a period of thirty (30) days, I give and bequeath all tangible personal property, which I may own at the time of my death, excluding cash and evidences thereof, but including any automobiles which I may own, together with any insurance policies thereon, to my children, ROBIN E. SAMUELSON, CABBIE J, SHEARER, JULIA K. COPPICK and DAVID L. EPLEY. IV. In the event that my spouse, LARRY S. EPLEY, survives me, I give, devise and bequeath to said spouse, in trust, which trust shall be known as the "Credit Equivalent Trust", such amount of cash or other property as shall equal the maximum amount, if any, which may pass free of any federal estate tax after giving effect to all credits against such tax (provided that the credit for state death taxes shall be given effect only to the extent that the use of such credit does not increase state death taxes). The amount thus determined shall then be reduced by the value for federal estate tax purposes of all items includible in my gross estate which fail to qualify for either the federal estate tax marital deduction or the federal estate tax charitable deduction and which pass or have passed to or for the benefit of any person under other provisions of this will, by operation of law, under settlement arrangements relating to life insurance proceeds or otherwise. If my spouse, LARRY S. EPLEY, should die within six (6) months of my death, the amount provided above shall be increased to such amount as will cause my estate and my spouse's estate to be subject to federal estate tax at the same highest tentative tax rate under Section 2001 of the Internal Revenue code of 1986, as amended. My Executor shall allocate and designate the cash, securities and other property, including real estate and interests therein which shall constitute the Credit Equivalent Trust. My Executor shall value any assets distributed in kind to fund the Credit Equivalent Trust at their value as finally determined for federal estate tax purposes; provided, however, that my Executor shall, consistent with equitable principles requiring impartiality between legatees, act impartially in allocating assets to satisfy this and other bequests under my Will, such that any distributions in satisfaction thereof shall be made up of assets, including cash, which fairly represent the appreciation or depreciation in the value of all property available for distribution. For the purpose of funding the Credit Equivalent Trust and to the extent possible, my Executor shall first allocate to the Credit Equivalent Trust property which does not quality for the federal estate tax marital deduction allowable in determining the federal estate tax payable on my estate. The Trustee shall hold, manage, invest and reinvest said trust property, shall collect and receive the income therefrom, and shall pay and distribute the net income and principal thereof as follows: A. The Trustee is directed to use and apply so much of the income of the Credit Equivalent Trust as my Trustee shall in its sole discretion determines is appropriate and necessary to provide for the health, maintenance and support of my spouse, LARRY S. EPLEY, in his customary station in life measured at the time of my death taking into account such other resources as are available to my spouse. B. The Trustee is directed to use and apply so much of the principal of the Credit Equivalent Trust as my Trustee shall in its sole discretion determine is appropriate and necessary to provide for the health, maintenance and support of my spouse, LARRY S. EPLEY, in his customary station in life measured at the time of my death taking into account such other resources as are available to my spouse. C. Upon the death of my spouse, LARRY S. EPLEY, or in the event that he should predecease me, the principal and any undistributed income of the Credit Equivalent Trust shall be divided into as many equal shares as there shall be children of mine then living, plus children of mine who shall have previously died leaving issue then living, and such shares shall be distributed to such surviving children and surviving issue per stirpes of any deceased child in the following manner: 3 1. Each respective beneficiary shall have the right to receive the net income from his or her separate share in periodic installments until final distribution of the principal as hereinafter provided. 2. The Trustee is expressly authorized to expend, for the use and benefit of each of the beneficiaries hereunder so much of his or her respective share of income or principal as may be necessary for his or her proper maintenance, support, health or medical needs, and education, including a college, graduate, professional or technical education. 3. Each of said beneficiaries shall have the right to receive, when he or she shall have attained the age of twenty-five (25) years, one-half (1/2) of his or her respective share of the principal, together with any undistributed income thereon. 4. Each of said beneficiaries shall have the right to receive, when he or she shall have attained the age of thirty (30) years, the balance of his or her respective share of the principal, together with any undistributed income therefrom. 5. Notwithstanding any of the above provisions, the Trustee, in its sole and absolute discretion, is expressly authorized to exceed the above limits of distribution to or for the use and benefit of any of the beneficiaries hereunder for the purchase of a home, for any beneficiary's advanced education, or taking advantage of a sound business opportunity, which the Trustee feels to be a prudent investment, or to make such other distribution as the Trustee feels justifiable. 6. Should any of the beneficiaries hereunder die without having received his or her full share of said trust estate, the same, or any undistributed portion thereof, together with any undistributed income, shall be paid by the Trustee to his or her issue per stirpes when and as they severally and respectively attain the age of twenty-one (21) years. 7. Should any of the beneficiaries hereunder die without having received his or her full share of the principal of said trust estate, leaving no issue surviving, the share which he or she would have taken, if living, or any undistributed portion thereof together with any undistributed income, shall be added per stirpes to the other shares of surviving beneficiaries or the issue of any deceased beneficiary as provided herein, and be distributed in accordance with the above provisions. 8. Should the issue of any deceased beneficiary be twenty-one (21) years of age, then his or her share shall be paid forthwith; otherwise, the Trustee shall hold and retain the shares of such issue or any distributee who may be under twenty-one (21) years of age at the time their shares become vested in them absolutely, and pay, expend, use and apply the income and principal therefrom, for their maintenance, support, health or medical needs and education, and pay over and deliver unto them the balance of their respective shares of income and principal when and as they severally and respectively attain the age of twenty-one (21) years. 4 V. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatever kind or character and wherever situated, which I may own or have the right to dispose of at the time of my death, to my spouse, LARRY S. EPLEY. In the event my spouse, LARRY S. EPLEY, does not survive me for a period of thirty (30) days I give devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatever kind or character and wherever situated, which I may own or have the right to dispose of at the time of my death, in equal shares to my children, ROBIN E. SAMUELSON, CABBIE J. SHEARER, JULIA K. COPPICK and DAVID L. EPLEY, per stirpes. In the event any such child shall have predeceased me such child's share shall pass to the surviving issue per stirpes of such deceased child. In the event any such child shall have predeceased me leaving no issue surviving, the share which he or she would have taken, if living, shall be added per stirpes to the other shares of surviving beneficiaries or the issue of any deceased beneficiary as provided herein. VI. My personal representatives and the Trustee of any trust created hereunder shall have the following powers and authority in addition to, and not in limitation of, any other rights and powers granted by law: A. To retain any property transferred, devised or bequeathed to them by me, or any undivided interest therein, regardless of the character of said property, or whether it is such as may be authorized by law as a legal investment by a fiduciary; B. To invest and reinvest the estate or trust property in any property or undivided interest therein, wherever located, including but not limited to, bonds, notes, secured or unsecured, stocks of corporations, real estate or any interest therein, interests in trusts, including common trust funds, and investments or obligations issued by the Trustee, without being limited by any statute or rule of law concerning investments; C. To sell any estate or trust property, for cash or on credit, at public or private sale; to exchange any of said property for other property; to grant options to purchase or acquire any estate or trust property; and to determine the prices and terms of sales, exchanges and options; D. To execute leases and sub-leases for terms extending beyond the termination of any trust established herein; to subdivide or improve real estate and tear down or alter improvements; to grant easements, give consents and make contracts relating to real estate or its use; and to release or dedicate any interest in real estate; E. To borrow money and to mortgage or pledge any estate or trust property in connection with the administration of the Trust created hereunder; to execute promissory 5 notes or other obligations for amounts so borrowed; and to secure the payment of any amounts so borrowed by mortgage or pledge of any real or personal property; F. To make loans in such amounts, upon such terms and at such rates of interest, and to such persons, firms, or corporations, as deemed advisable; G. To take any action with respect to conserving or realizing upon the value of any estate or trust property, and with respect to foreclosures, reorganizations or other changes affecting the estate or trust property; to collect, pay, consent, compromise or abandon demands of or against the estate or trust property, wherever situated; and to execute contracts, notes, conveyances and other instruments, including instruments containing covenants and warranties binding upon and creating a charge against the estate or trust property, and containing provisions excluding personal liability; H. To keep any property in the name of a nominee, with or without disclosure of any fiduciary relationship; I. To employ agents, attorneys, auditors, depositories and proxies, with or without discretionary powers; J. To give proxies, to deposit securities with and transfer title to committees representing security holders and to participate in voting trusts, reorganizations, and other transactions involving the common interest of security holders; K. To exercise any option to subscribe for or purchase any stocks, bonds, certificates, or other securities which may be given to it as the holder of other stocks, bonds, certificates, or other securities constituting a part of the estate or trust property; L. To purchase stocks, bonds or other property, real or personal, from the executor or legal representative of my spouse's estate, or any trust established by my spouse, even though such executor or legal representative is also a fiduciary hereunder; M. To join with my spouse or his personal representative in the filing of any income or gift tax return for any period prior to my death and without requiring indemnification from my spouse or his personal representative for any liability which may arise from joining in such return; N. To elect to take administration expenses on either the estate's federal income tax return or the estate's federal estate tax return in such manner as to provide the greatest overall tax savings. My Executor is authorized but not required to adjust the interest of any beneficiary detrimentally affected by such election in order to compensate said beneficiary for any loss due to the making of such election; 0. To exercise any election provided in the Internal Revenue Code or under Pennsylvania Inheritance or Estate Tax Laws with respect to the valuation of property for 6 purpose of such taxes, and the time and manner of payment of tax, and no adjustment in any beneficiary's interest in my estate shall be made by reason of the making of such election; P. To deduct, retain, expend and pay out of any money belonging to the estate or any trust established herein any and all necessary and proper expenses in connection with the operation and conduct of the same, and to pay all taxes, insurance premiums on any policy constituting part of the trust property, and any other legal assessments, debts, claims or charges which at any time may be due and owing by, or which may exist against my estate or any trust established herein; Q. To charge commissions or compensation for their services hereunder, which commissions or compensation in the case of a corporate fiduciary, may be charged against or payable from both principal and income received on an annual basis at such rates as may be provided in its published fee schedule in effect at the time said services are performed; H. To make any distribution or division of estate or trust property in cash or in kind, or both. VIII. I appoint ROBIN E. SAMUELSON and CABBIE J. SHEARER or the survivor of them to serve as Trustee of any trust created hereunder. In the event either of ROBIN E. SAMUELSON and CABBIE J. SHEARER shall be unable to serve or to continue to serve as a trustee, then in such event JULIA K. COPPICK and DAVID L. EPLEY shall both serve as successor co-trustee. IX. All payments of income or principal payable to any beneficiary under this Will, other than payments of income to my spouse, LARRY S. EPLEY, shall, to the fullest extent permitted by law, be free and clear of his or her debts, contracts, alienations and anticipations, so that the same may not be liable to any levy, attachment, execution or sequestration, under any legal, equitable or other process. X. In the event that my spouse, LARRY S. EPLEY, and I should die under circumstances which render the time or order of our deaths uncertain, it shall be conclusively presumed that my said spouse shall have survived me. XI. I direct that all state and federal estate, succession, legacy, inheritance or other transfer taxes, however designated, together with any interest thereon, that shall become payable by reason of my death with respect to any property which is included in my estate for purposes of computing such taxes, be paid from my residuary estate. 7 My Executors shall have no duty or obligation to obtain reimbursement for any such tax paid by them even though on proceeds of insurance or other property not passing under this Will. XII. I appoint my spouse, LARRY S. EPLEY, Executor of this my Last Will and Testament. In the event he cannot or does not desire to serve or to continue to serve as such Executor, then [ appoint ROBIN E. SAMUELSON and CABBIE J. SHEARER, as Co-Executors in his place and stead. All shall serve without bond. Any fiduciary who is an individual shall be entitled to receive reasonable compensation for his or her services hereunder and shall be reimbursed for all expenses incurred in connection with the administration of my estate or any trusts established herein. Compensation for any corporate fiduciary for its services hereunder shall be in accordance with its published fee schedule in effect at the time said services are performed. IN WITNES~WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament this ~ y of ~'t~u~ , 1999. JANE .EPLEY Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. ..~ 8 COMMONWEALTH OF PENNSYLVANIA, ) ( SS. COUNTY OF YORK, ) I, JANET L. EPLEY, the Testatrix, whose name is signed to the attached or foregoing Last Will and Testament, having been duly qualified according to law, do hereby acknowledge that I signed and executed my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~~ JAN .EPLEY Sworn and subscribed to before me, this ;~ ~ day of 3~une , 1999. NOTARIAL SEAL BEVERLY B TIMMONS, Notary Public Spnngettsbury Twp York County MyCommiss~nn Eza,•r~s Jung 5, 2GGG COMMONWEALTH OF PENNSYLVANIA, ) ( SS. COUNTY OF YORK, ) We, the undersigned witnesses whose names are signed to the attached or foregoing Last Will and Testament, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, sign and execute her Last Will and Testament, that the said Testatrix 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 witnesses; and that to the best of our knowledge the Testatrix, was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~~-~: E Sworn and subscribed to before me, thisp~ day of ~~tr~~. , 1999. Y,~ c-~ NOTARIAL SEAL BEVERLY B TIMMONS, Notary Public Spnngettsbury Twp York County My Commission Expires June 5, 2000 • 1 .. ~~ F . ~: . 4./ ~, . 9 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT AMOUNT CONTROL NUMBER NO. CD 002161 EPLEY LARRY S 204 HOPE DRIVE BOILING SPRINGS, PA 17007 fold ESTATE INFORMATION: ssrv: Asa-3o-5a5s FILE NUMBER: 2102-1 128 DECEDENT NAME: EPLEY JANET L DATE OF PAYMENT: O2/ 1 2/ 2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/ 2002 101 ~ 52,500.00 TOTAL AMOUNT PAID: REMARKS: LARRY S EPLEY CHECK# 2969 SEAL INITIALS: AC RECEIVED BY: DONNA M. OTTO REV-1162 EX~11-96) 52,500.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ~'~ ~~ L- ~ ~~L Date of Death: ~~ '~ ~ / ~ '~" Will No. ~ Q Q ~' _ ©~ ~ ~ ~' Admin. No. 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 __ . Name Address ~ Li ~ ~ ~ ~ ~ / ~''1~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ~} ^~ Date: ~ _ ~" ~ `~' ~ °~ ~ Signature Name ~, ~} ~/~ y ~ : ~,/.JL-. ~ y Address ~ ~ ~ ~~~ ~~~ ~,/ L3 ~~~~,~~ S~r~~,~~ s , ~~,~ /add ~ Telephone ( ) ~l ~" ` ~ ~~~ __ C~ ~ Q Cj Capacity: Personal Representative L'~ Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002891 HASSLER KEITH A ESQ 9 NORTH BEAVER STREET YORK, PA 17402 fold ESTATE INFORMATION: ssrv: iss-so-5856 FILE NUMBER: 2102-1 128 DECEDENT NAME: EPLEY JANET L DATE OF PAYMENT: 08/12/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 52,593.39 TOTAL AMOUNT PAID: REMARKS: LARRY S EPLEY C/0 KEITH A HASSLER ESQUIRE CHECK# 2971 SEAL INITIALS: JA RECEIVED BY: DONNA M. OTTO REV-1162 EX(11-96) 52,593.39 DEPUTY REGISTER OF WILLS REGISTER OF WILLS . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-06D1 \I ~ \ O~-\ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 2 1 1 2 8 """COU'NrrcOOE -~ - - 'Nu'iTe'"ER-- DECEDENTS NAME (LAST, FIRST. ANO MIDDLE INITIAL) I- :z UJ o W o UJ o L. E Ie Janet DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DO-Year) SOCIAL SECURITY NUMBER 163-30-5856 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURlTY NUMBER 11/1712002 04/07/1936 (iF APPliCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) w ~ ::.c::a:~ 0.." wOo :r",,,,, 0"1Il ~ [X] 1. Onginal Relum o 4. Limited Estate !Xl 6. Decedent Died Testate (AIlach oopyofWll) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a, Future (nterestCompromise \da1e Dfdealhafter 12.12-82) o 7. Decedent Maintained a Living Trust {AlIach copyofTrustj o 10. Spousal Poverty Credit (lIa\e 01 treal1l between 12-31.91 and ,.,.95) o 3.RemainderRetum I_PldealhpJiorlo12-13-B2) o 5. Federal Estate Tax Return Required Q.. 8. Total Number of Safe Depostt Boxes [X] 11. Election to tax under Sec. 9113(A)(AllBoh Soh 01 w?tHiS7s~eTjbNiMiJstiBE'CbMJ'\lJE:tEbr~[il'jcdaaESj>6NbENca;O;Nl'l.\PQNl'lti5N:tiAl!nt;t\l(ilNEbaMA.:tION~Hdt1l2d'i!lejotRec;tEOb:tb.'I\W. NAME COMPLETE MAILING ADDRESS Keith A. Hassler, Es 9 North Beaver Street FIRM NAME (If Apo';,,"e) ':< w o z o .. '" w lE o o TELEPHONE NUMBER 717-846-1664 York (1) (2) (31 (4) (5) (6) (7) PA 17401 ...-,..- ;:....)\. OFFICIAL USE ONLY z o 1= ::s ~ l- e:: <t o W 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7 .11lter~Vivcs Transiern & Miscellaneous Non-Probate Property (Schedule G or L) B. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Deceden, Mortgage Liabiiitles, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus Une 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value SUbject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES x 0.00 (15) X .045 (16) X .12 (17) X .15 (1B) (19) z o 1= i5 ~ a. :;; o o S 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT i148,161.5'5' c,~ -., " 148,161.55 (8) 9,990.91 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ('}(1.2l 80,539.67 57,630.97 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate (11) (12) (13) 9,990.91 138,170.64 18. Amount of Une 14 taxable at collateral rate (14) 138,170.64 2,593.39 2,593.39 20. 0 '\l1i~Jif~llI.'t.1l'ill.1lli~~ BE'StlRE'TO:ANSWER'':!l.1..''ff,QUEST10NSWONiREVERSESJDE1<I.NDiRECHECK'MA"Hlit<:<l~~~'il!l~J'!?!I#( , Decedent's Complete Address: STREET ADDRESS 204 Hooe Drive CrTY I STATE I ZlP Boiling Springs PA 17007 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 2,593.39 Total Credits (A + 8 +C) (2) 3. interest/Penaity it applicabie D. Interest E. Penalty T otallnterest/Penalty ( D + E ) (3) 4. IfUne 21s greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 line 20 to request a refund (4) 5. it Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 8. Enter the total of Une 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT '" _ _ ~i." ~-~ 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 transfenred; ........................................................................... 0 [g] b. retain the right to designate who shail use the property transferred or Its income; ........................................ 0 [g] c. retain a reversionary interest; or ...................................................................................................... 0 [g] d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [g] 2. if death occunred afier December 12, 1982, did decedent transfer property within one year of death without receiving adequate oonsideration?............................................................................................... 0 [g] 3. Did decedent own an 'in trustfo~ or payable upon death bank acoount or securtty at his or her death? ................. 0 [g] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 [g] 2,593.39 2.593.39 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, jncludin~ accompanying schedules and statements, and wille best of my knowledge and belief. it is true, COI1ectald complete. Declaration of preparer other than the personal representative Is based on all mformation of which preparer has 8fIY knowledge. SIGNATURE PERSON RESPONSI FOR G URN OATE S-~/-o'3; ADORES PA ~ ADDRESS 9 North Beaver Street York PA 17401 ~-"'~~~ 11 ~ "",m.-._ liMlL-lilW.I.t!Il1~....~...Jlmf':& -lll!!~ I I!l~._----- _m.M<q\Jl?",Ul\iil!' ...-......-... . ".-""" ''''" For dates of death on or afier July 1, 1994 and before January 1,1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (li)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after Juiy 1,2000: The tax rate imposed on the net vaiue of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiartes Is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling Is defined, under Seciion 9102, as an individu~ who has at least one parent in common with the decedent, whether by blood or adoption. , -~... Prepared by: Keith A. Hassler, Esquire 9 North Beaver Street York, PA 17401 (717) 846-1664 .;21-0.;L-11:L-g/ LAST WILL AND TESTAMENT OF JANET 1. EPLEY 'J/ - Dd- -II .;L~ I r i LAST WILL AND TESTAMENT OF JANET L. EPLEY I, JANET 1. EPLEY, of Carlisle Borough, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare the following as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Testaments, or writings in the nature thereof, by me at any time heretofore made. I. I direct that all expenses of my last illness, including hospital expenses, expenses for medical care, funeral expenses and the cost of a gravemarker, as well as all debts or obligations owed by me at the time of my death, which in opinion of my Executor are not subject to either a legal equitable defense, shall be paid from my residuary estate, otherwise provided herein, as soon as practicable after my decease, as a part of the expense of the administration of my estate. IT. I give and bequeath to my spouse, LARRY S. EPLEY, provided he survives me for a period of thirty (30) days, all items of tangible personal property which I may own at the time of my death, 'excluding cash and evidences thereof, but including any automobiles, together with any insurance policies ,thereon. All other items at tangible personal property located in my residence, such as household furnishings, furniture, dishes and silverware, are the property of my spouse. III. In the event that my spouse, LARRY S. EPLEY, does not survive me for a period of thirty (30) days, I give and bequeath all tangible personal property, which I may own at the time of my death, excluding cash and evidences thereof, but including any automobiles which I may own, together with any insurance policies thereon, to my children, ROBIN E. SAMUELSON, CARRIE J, SHEARER. JULIA K. COPPICK and DAVID 1. EPLEY. IV. In the event that my spouse, LARRY S. EPLEY, survives me, I give, devise and bequeath to said spouse, in trust, which trust shall be known as the "Credit Equivalent Trust", such amount of cash or other property as shall equal the maximum amount, if any, which may pass free of any federal estate tax after giving effect to all credits against such tax (provided that the credit for state death taxes shall be given effect only to the extent that the use of such credit does not increase state death taxes). The amount thus determined shall then be reduced by the value for federal estate tax purposes of all items includible in my gross estate which fail to qualify for either the federal estaie tax marital deduction or the federal estate tax charitable deduction and which pass or have passed to or for the benefit of any person under other provisions of this will, by operation of law, under settlement arrangements relating to life insurance proceeds or otherwise. If my spouse, LARRY S. EPLEY, should die within six (6) months of my death, the amount provided above shall be increased to such amount as will cause my estate and my spouse's estate to be subject to federal estate tax at the same highest tentative tax rate under Section 200 I of the Internal Revenue code of 1986, as amended. My Executor shall allocate and designate the cash, securities and other property, including real estate and interests therein which shall constitute the Credit Equivalent Trust. My Executor shall value any assets distributed in kind to fund the Credit Equivalent Trust at their value as finally determined for federal estate tax purposes; provided, however, that my Executor shall, consistent with equitable principles requiring impartiality between legatees, act impartially in allocating assets to satisfy this and other bequests under my Will, such that any distributions in satisfaction thereof shall be made up of assets, including cash, which fairly represent the appreciation or depreciation in the value of all property available for distribution. For the purpose of funding the Credit Equivalent Trust and to the extent possible, my Executor shall first allocate to the Credit Equivalent Trust property which does not quality for the federal estate tax marital deduction allowable in determining the federal estate tax payable on my estate. The Trustee shall hold, manage, invest and reinvest said trust property, shall collect and receive the income therefrom, and shall pay and distribute the net income and principal thereof as . follows: A. The Trustee is directed to use and apply so much of the income of the Credit Equivalent Trust as my Trustee shall in its sole discretion determines is appropriate and necessary to provide for the health, maintenance and support of my spouse, LARRY S. EPLEY, in his customary station in life measured at the time of my death taking into account such other resources as are available to my spouse. B. The Trustee is directed to use and apply so much of the principal of the Credit Equivalent Trust as my Trustee shall in its sole discretion determine is appropriate and necessary to provide for the health, maintenance and support of my spouse, LARRY S. EPLEY, in his customary station in life measured at the time of my death taking into account such other resources as are available to my spouse. C. Upon the death of my spouse, LARRY S. EPLEY, or in the event that he should predecease me, the principal and any undistributed income of the Credit Equivalent Trust shall be divided into as many equal shares as there shall be children of mine then living, plus children of mine who shall have previously died leaving issue then living, and such shares shall be distributed to such surviving children and surviving issue per stirpes of any deceased child in the following manner: 3 I. Each respective beneficiary shall have the right to receive the net income from his or her separate share in periodic installments until final distribution of the principal as hereinafter provided. 2. The Trustee is expressly authorized to expend, for the use and benefit of each of the beneficiaries hereunder so much bf his or her respective share of income or principal as may be necessary for his or her proper maintenance, support, health or medical needs, and education, including a college, graduate, professional or technical education. 3. Each of said beneficiaries shall have the right to receive, when he or she shall have attained the age of twenty-five (25) years, one-half (1/2) of his or her respective share of the principal, together with any undistributed income thereon. 4. Each of said beneficiaries shall have the right to receive, when he or she shall have attained the age of thirty (30) years, the balance of his or her respective share of the principal, together with any undistributed income therefrom. 5. Notwithstanding any of the above provisions, the Trustee, in its sole and absolute discretion, is expressly authorized to exceed the above limits of distribution to or for the use and benefit of any of the beneficiaries hereunder for the purchase of a home, for any beneficiary's advanced education, or taking advantage of a sound business opporturiity, which the Trustee feels to be a prudent investment, or to make such other distribution as the Trustee feels justifiable. 6. Should any of the beneficiaries hereunder die without having received his or her full share of said trust llState, the same, or any undistributed portion thereof, together with any undistributed income, shall be paid by the Trustee to his or her issue per stirpes when and as they severally and respectively attain the age of twenty-one (21) years. 7. Should any of the beneficiaries hereunder die without having received his or her full share of the principal of said trust estate, leaving no issue surviving, the share which he or she would have taken, if living, or any undistributed portion thereof together with any undistributed income, shall be added per stirpes to the other shares of surviving beneficiaries or the issue of any deceased beneficiary as provided herein, and be distributed in accordance with the above provisions. 8. Should the issue of any deceased beneficiary be twenty-one (21) years of age, then his or her share shall be paid forthwith; otherwise, the Trustee shall hold and retain the shares of such issue or any distributee who may be under twenty-one (21) years of age at the time their shares become vested in them absolutely, and pay, expend, use and apply the income and principal therefrom, for their maintenance, support, health or medical needs and education, and pay over and deliver unto them the balance of their respective shares of income and principal when and as they severally and respectively attain the age of twenty-one (21) years. 4 v. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatever kind or character and wherever situated, which I may own or have the right to dispose of at the time of my death, to my spouse, LARRY S. EPLEY. In the event my spouse, LARRY S. EPLEY, does not survive me for a period of thirty (30) days I give devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatever kind or character and wherever situated, which I may own or have. the right to dispose of at the time of my death, in equal shares to my children, ROBIN E. SAMUELSON, CARRIE J. SHEARER, JULIA K. COPPICK and DAVID L. EPLEY, per stirpes. In the event any such child shall have predeceased me such child's share shall pass to the surviving issue per stirpes of such deceased child. In the event any such child shall have predeceased me leaving no issue surviving, the share which he or she would have taken, if living, shall be added per stirpes to the other shares of surviving beneficiaries or the issue of any deceased beneficiary as provided herein. VI. My personal representatives and the Trustee of any trust created hereunder shall have the following powers and authority in addition to, and not in limitation of, any other rights and powers granted by law: A. To retain any property transferred, devised or bequeathed to them by me, or any undivided interest therein, regardless of the character of said property, or whether it is such as may be authorized by law as a legal investment by a fiduciary; B. To invest and reinvest the estate or trust property in any property or undivided interest therein, wherever located, including but not limited to, bonds, notes, secured or unsecured, stocks of corporations, real estate or any interest therein, interests in trusts, including common trust funds, and investments or obligations issued by the Trustee, without being limited by any statute or rule of law concerning investments; C. To sell any estate or trust property, for cash or on credit, at public or private sale; to exchange any of said property for other property; to grant options to purehase or acquire any estate or trust property; and to determine the prices and terms of sales, exchanges and options; D. To execute leases and sub-leases for terms extending beyond the termination of any trust established herein; to subdivide or improve real estate and tear down or alter improvements; to grant easements, give consents and make contracts relating to real estate or its use; and to release or dedicate any interest in real estate; E. To borrow money and to mortgage or pledge any estate or trust property in connection with the administration of the Trust created hereunder; to execute promissory 5 . ". notes or other obligations for amounts so borrowed; and to secure the payment of any amounts so borrowed by mortgage or pledge of any real or personal property; F. To make loans in such amounts, upon such terms and at such rates of interest, and to such persons, firms, or corporations, as deemed advisable; G. To take any action with respect to conserving or realizing upon the value of any estate or trust property, and with respect to foreclosures, reorganizations or other changes affecting the estate or trust property; to collect, pay, consent, compromise or abandon demands of or against the estate or trust property, wherever situated; and to execute contracts, notes, conveyances and other instruments, including instruments containing covenants and warranties binding upon and creating a charge against the estate or trust property, and containing provisions excluding personal liability; H. To keep any property in the name of a nominee, with or without disclosure of any fiduciary relationship; 1. To employ agents, attorneys, auditors, depositories and proxies, with or without discretionary powers; J. To give proxies, to deposit securities with and transfer title to committees representing security holders and to participate in voting trusts, reorganizations, and other transactions involving the common interest of security holders; K. To exercise any option to subscribe for or purchase any stocks, bonds, certificates, or --other securities which may be given to it as the holder of other stocks, bonds, certificates, or other securities constituting a part of the estate or trust property; 1. To purchase stocks, bonds or other property, real or personal, from the executor or legal representative of my spouse's estate, or any trust established by my spouse, even though such executor or legal representative is also a fiduciary hereunder; M. To join with my spouse or his personal representative in the filing of any income or gift tax return for any period prior to my death and without requiring indemnification from my spouse or his personal representative for any liability which may arise from joining in. such return; N. To elect to take administration expenses on either the estate's federal income tax return or the estate's federal estate tax return in such manner as to provide the greatest overall tax savings. My Executor is authorized but not required to adjust the interest of any beneficiary detrimentally affected by such election in order to compensate said beneficiary for any loss due to the making of such election; O. To exercise any election provided in the Internal Revenue Code or under Pennsylvania Inheritance or Estate Tax Laws with respect to the valuation of property for 6 I ! I purpose of such taxes, and the time and manner of payment of tax, and no adjustment in any beneficiary's interest in my estate shall be made by reason of the making of such election; P. To deduct, retain, expend and payout of any money belonging to the estate or any trust established herein any and all necessary and proper expenses in connection with the operation and conduct of the same, and to pay all taxes, insurance premiums on any policy constituting part of the trust property, and any other legal assessments, debts, claims or charges which at any time may be due and owing by, or which may exist against my estate or any trust established herein; Q. To charge commissions or compensation for their services hereunder, which commissions or compensation in the case of a corporate fiduciary, may be charged against or payable from both principal and income received on an annual basis at such rates as may be provided in its published fee schedule in effect at the time said services are performed; H. To make any distribution or division of estate or trust property in cash or in kind, or both. vm. I appoint ROBIN E. SAMUELSON and CARRIE J. SHEARER or the survivor of them to serve as Trustee of any trust created hereunder. In the event either of ROBIN E. SAMUELSON and CARRIE J. SHEARER shall be unable to serve or to continue to serve as a trustee, then in such event JULIA K. COPPICK and DAVID L. "EPLEY shall both serve as successor co-trustee. IX. All payments of income or principal payable to any beneficiary under this Will, other than payments of income to my spouse, LARRY S. EPLEY, shall, to the fullest extent permitted by law, be free and clear of his or her debts, contracts, alienations and anticipations, so that the same may not be liable to any levy, attachment, execution or sequestration, under any legal, equitable or other process. x. In the event that my spouse, LARRY S. EPLEY, and I should die under circumstances which render the time or order of our deaths uncertain, it shall be conclusively presumed that my said spouse shall have survived me. XI. I direct that all state and federal estate, succession, legacy, inheritance or other transfer taxes, however designated, together with any interest thereon, that shall become payable by reason of my death with respect to any property which is included in my estate for purposes of computing such taxes, be paid from my residuary estate. 7 ! 'j I My Executors shall have no duty or obligation to obtain reimbursement for any such tax paid by them even though on proceeds of insurance or other property not passing under this Will. XII. I appoint my spouse, LARRY S. EPLEY, Executor of this my Last Will and Testament. In the event he cannot or does not desire to- serve or to continue to serve as such Executor, then I appoint ROBIN E. SAMUELSON and CARRIE J. SHEARER, as Co-Executors in his place and , stead. All shall serve without bond. Any fiducillIY who is an individual shall be entitled to receive reasonable compensation for his or her services hereunder and shall be reimbursed for all expenses incurred in connection with the administration of my estate or any trusts established herein. Compensation for any corporate fiduciary for its services hereunder shall be in accordance with its published fee schedule in effect at the time said services are perfOlmed. IN WITNES~ WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament this .!2J"My of .;n,JJL. , 1999. JANE~~4f. ~fit Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. .~D~W~~_ ;t~_J 'f!h 8 ! 'j . , I e. COM:MONWEAL TI:! OF PENN8YL VANIA, COUNTY OF YORK, ) ( 88. ) I, JANET L. EPLEY, the Testatrix, whose name is signed to the attached or foregoing Last Will and Testament, having been duly qualified according to law, do hereby acknowledge that I signed and executed my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ' ~AAIJ ~ r~'~ J . EPLEY Sworn and suba~.' d to before me, this day . of '3""U/le. 1 1999. ~Aj~kmCMA.- NOTARIAL SEAL BEVERLY B TIMMONS. Notary Public Spnng81lsbury Twp York County My~ E~p".' Ju~e5,_~?<l!l_, '~A..,., ..,~" ;"""'v:- .' \.1\0..;;;'...;.;:- .... ~.~. ,...,.....;~.~v ..'1"-. ~" . . ,,' ," ",,' ~ '. '/..-, ..J' . :f t... .." ..\..'6. y/"..P: Jf.' t '/ r .,,' ,.~. .~ ~;r;. ; "/u ". ?;:.... .~'S ,,"p .::n. ~;... t:.. :"'-:0 :'_ ~ ~ ~ c ;:! <;;:' . ,'7"),,';', ,,'>::..? <:.: ~ ,,".'J'J ..".,....,'r,..$~ ~. \. "":":'" r .. ..' ..,:. / ,,;..; ~ ."'.. .,.... .... ....,'.... '.",,'I'-"I'I.-)~ 1$ -:.\0 ..... . 1,,"7 . ," "'.11'''''''''''''' '-~b.' f' COMMONWEALTI:! OF PENNSYL VANIA, ) ( 88. COUNTY OF YORK, ) We, the undersigned witnesses whose names are signed to the attached or foregoing Last Will and Testament, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, sign and execute her Last Will and Testament, that the said Testatrix 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 witnesses; and that to the best of our knowledge the Testatrix, was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. x 'l~ O~~"p D,..... ;t~~, fj#. Sworn and SU~d to before me, thi day of Wn-t.. . 1999. ,,"'IWI;~:.:., ,-{ :!;?7",', tJ~~:;~~:'~~l . ";'-i f/ y'''? I.I~~ ,,' ""fllll,..'tl" . :j, 9 NOTARIAL SEAL BEVEAL Y B TIMMONS, Notary Public SpnngellsburyTwp York County ._..Mx CommissIOn Ex res June 5. 2000 REV'1503EX+(1-97)~ 'ffi1I)l1 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESID NT DECEDENt SCHEDULE B STOCKS & BONDS ESTATE OF Eolev FILE NUMBER 21 02 Janet L All property jointly-owned with right of survivorship must be disclosed on Schedule F. 1128 ITEM NUMBER 1. DESCRIPTION 5742 shares, Sprint FON Group (ticker symbol FON) common stock valued at $13.625/share 2. 2870 shares Sprint PCS Group(ticker symbol PCS) common stock valued at $4.415/share 3. 663 shares PNC Financial Services Corp. (ticker symbol PNC) common stock valued at $40.25/share 4. 613 shares Alltel Corp. (ticker symbol AT) common stock valued at $49.87/share VALUE AT DATE OF DEATH 78,234.75 12,671.05 26,685.75 30,570.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 148161.55 REV''''''''I'-97j*, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Eolev Janet L Debts of decedent must be reported on Schedule I. FILE NUMBER 21 02 1128 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Wetzel Funeral Home - funeral service 8,212.65 2. Larry Epley - reimburse post-funeral reception 825.26 B. ADMINISTRATIVE COSTS: 1- Personal Representative's Commissions Name of Personal Representative (s) Social Security Numbe~s) J EIN Number of Personal Representalive(s) Street Address City Stale Zip Year(s} Commission Paid: 2. Attorney Fees Keith A Hassler, Esq. 850.00 3. Family Exemption: (11 decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 103.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 9,990.91 (If more space IS needed, Insert additional sheets of the same Size) REV_1513EX>I* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT EST ATE OF SCHEDULE J BENEFICIARIES FILE NUMBER r::~lo" J~not I 71 O? 1171\ RELATIONSHIP TO OECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusteels) OF ESTATE I. TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfern under Sac_ 9116 (a)(12)) 1. Larry S. Epley spouse life estate 204 Hope Drive Boling Springs, PA 17007 2_ Robin E. Samuelson daughter 1/4 of remainder 116 East Springville Road Boiling Springs, PA 17007 3_ Carrie J_ Shearer daughter 1/4 of remainder 9731 Howes Road Dunkirk, MD 20754' 4. Julia K_ Coppick daughter 1/4 of remainder 4252 Harbor Watch Drive Denver, NC 28037 5. David LEpley son 1/4 of remainder 695 Salem Road Etters, PA 17319 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 n - 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) "",'''''''''',91'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN Check Box 4 on Rev.1500 Cover Sheet FILE NUMBER ESTATE OF Eplev Janet L 21 02 1128 This schedule Is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. Will Intervivos Deed of Trust Other NAME(S) OF LIFE TENANT S Lar S. E Ie NEAREST AGE AT DATE OF BIRTH DATE OF DEATH 5/28/36 66 1. Value of fund from which life estate is payable 2. Actuarial factor per appropriate table Interest table rate - 0 3 1/2% 06% 0 10% [Xl Variable Rate 3.6 % 3. Value of life estate (Line 1 multiplied by Line 2) TERM OF YEARS LIFE ESTATE IS PAYABLE [gI Ufe or 0 Term of Years _ OUfeorOTermofYears _ OUfeor o Term of Years _ OUfeorOTermofYears _ $ .5829 138,170.64 $ 80,539.67 :}A~:~\A~~~1\'4~~,IWJ~14~~W:~~w,~Wt<<1~t10*~\~1~1\X<<~\{~#,~TI~~~\~~TItX{t11it{NNOIJlit;,-lNtERES,t~'CAUClJ[J\'fiON\l;~:'J:{~~;;tg{~Yff};\\~\~;~;\;~1{;;i~@\S%Y:l1}\G\~~~~%~~~~idtG~i;\\1;W&~:WI\i~4A\~ i,~ '><0,,' ," ",~"j'." ,.V;,"'" ., ,., ''''T.\',.. ~ .'; 'j.." ..." . . .,'..'~.'O""'''''''''''' NAME(S) OF NEAREST AGE AT TERM OF YEARS ANNUIT ANTlSl DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE OUfeoT o Term of Years _ OUfeor o Term of YeaTs _ OUfeor o Term of Years _ OUfeorOTermofYears _ 1. Value of fund from which annuity is payable $ 2. Check appropriate block below and enter corresponding (number) Frequency of payout - 0 Weekly (52) 0 Bi-weekly (26) 0 Monthly (12) o Quarterly (4) 0 Semi-annually (2) 0 Annually (1) 0 Other ( ) 3. Amount of payout per period $ 4. Aggregate annual payment, Line 2 multiplied by Line 3 5. Annuity Factor (see instructions) Interest table rate 031/2% 06% 010% o Variable Rate % 6. Adjustment Factor (see instructions) 7. Value of annuity -If using 3 1/2%,6%, 10%, or if variable rate and period payout is at end of period, calculation is : Line 4 x Line 5 x Line 6 $ If using variable rate and period payout is at beginning of period, calculation is : (Line 4 x Line 5 x Line 6) + Line 3 $ NOTE: The values of the funds which create the abOve future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16 and 17. (If more space is needed, insert additional sheets of the same size) REV.'"~EX'('.":. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC. 9113(A) SPOUSAL DISTRIBUTIONS ESTATE OF FilE NUMBER Eoley Janet L 21 02 1128 Do not complete this schedule unless lhe estale is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. if the election applies to more than one trust or similar arrangement, a separate form must be nied for each trust This election applies to the Trust fmaritat, residual A, B, Bv-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered In whole or in part as an asset on Schedule 0, then the transferors personal representative may specifically identify the trust (all or a fractionai portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this eslate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as fa a fraction of the trust or slmiiar arrangement The numerator of this fraction is equal to the amount of the trust or similar arranoement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arranqemenj, PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's survivin s ouse under a Section 9113 A trust or similar arran ement. DESCRIPTION VALUE Life estate in surviving spouse 80,539.67 Part A Total $ PART B: Enter the descrt tion and value of all interests included in Part A for which the Section 9113 A election to tax is bein DESCRIPTION VALUE 80 539.67 made. Life estate in surviving spouse 80,539.67 Part B Total $ (if more space is needed, insert additionai sheets of the same size) 80 539.67 ?-/O~- 7 COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 2sabol NOTICE OF INHERITANCE TAX HARRISBURG, PA 171za-oboe pppRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (01-03) DATE 09-29-2003 ESTATE OF EPLEY JANET L DATE OF DEATH 11-17-2002 FILE NUMSER 21 02-1128 _ COUNTY CUMBERLAND KEITH A HASSLER ESQ ~ ACN 101 9 N BEAVER ST Amount Remitted YORK PA 17401 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 -------------------- CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ -------------------------- --------------------------------------------------------------- - REV-1547 EX AFP (01-03)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR ESTATE OF EPLEY JANET L FILE N0. 21 02-1128 ACN 101 DATE 09-29-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - aaa Rarer^~~ APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN (1) , 00 NOTE: To insure proper 1. Real Estate (Schedule A) (2) 148 ,161 .55 credit to your account, Stocks and Bonds (Schedule B) 2 ,00 submit the upper portion . Closely Held Stock/Partnership Interest (Schedule C) (4j 3 ,00 of this form with your . 4. Mortgages/Notes Receivable (Schedule D) ,00 tax payment. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (6j 5 .00 . Jointly Owned Property (Schedule F) 6 .00 (7) . 7. Transfers (Schedule G) (8) 148,161 .55 8, Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: (Schedule H) 9,990.91 9. Funeral Expenses/Adm. Costs/Misc. Expenses (lUj .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (11) 9.9 90.2E 11. Total Deductions (12) 138,170.64 12, Net Value of Tax Return .00 ests; Non-elected 9113 Trusts (Schedule J) (ioj 138 64 170 B equ 13. Charitable/Governmental . , 14. Net Value of Estate Subject to Tax ~ a and 19 will te o7 assessed NOTE: if an asf cludeptheltotal~of1ALL returns t i t s , da t n tha ures i reflect 9 ASSESSMENT OF TAX: (15) nt of Line 14 at Spousal rate A 80,539.67 X 57 630 97 X 00 = .00 2, 593.39 045 - mou 15. Amount of Line 14 taxable at Lineal/Class A rate (16) 16 , . .00 X 12 _ .00 . (17) Amount of Line 14 at Sibling rate 17 ,00 X . 00 15 . 18. Amount of Line 14 taxable at Collateral/Class B rate (18) (19)- 2,59 3.39 19. Principal Tax Due DATE nunAa~R 02-12-2003 CD002161 08-12-2003 CD002891 AMOUNT PAID (-) 2,500.00 .67 .00 2,593.39 TOTAL TAX CREDIT 5,223.06 BALANCE OF TAX DUE 2,629.67CR INTEREST AND PEN. .00 TOTAL DUE 2,629.67CR ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. AFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DUE BUREAU OF TNDTVIDUAL TAXES INHERITANCE TAX DIVISION DEPTo ID0601 HARRTSBURG, PA 17128-06D! COHHON#EALTH OF PENNSYLVANTA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-2607 EX &FP c01-03) KEITH A HASSLER ESQ 9 N BEAVER ST YORK PA 17401 DATE 12-15-Z005 ESTATE OF EPLEY DATE OF DEATH 11-17-2002 FILE NUMBER 21 02-1128 COUNTY CUMBERLAND ACN 101 Amoun'l: Rem J.'l:J:ed JANET L MAKE CHECK PAYABLE AND REMIT PAYNENT TO: REGTSTER OF WILLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 NOTE: To insure proper cred/~c ~o your account, submi~c ~he upper por~ion of ~:his fore wi~:h your ~ax payment. CUT ALONG TH'rS LZNE ~-- RETAZN LO#ER PORTZON FOR YOUR RECORDS ~,~ REV-1607 EX AFP (01-03) ~## ZNHERZTANCE TAX STATEHENT OF ACCOUNT ~ ESTATE OF EPLEY JANET L F'rLE NO. 21 02-1128 ACN 101 DATE 12-15-2005 THTS STATENENT TS PROVTDED TO ADVISE OF THE CURRENT STATUS OF ~THE STATED ACH TN THE NAHED ESTATE. SHONN BELO# TS A SUFIHARY OF THE pRTNCTPAL TAX DUE, APpLTCATTON OF ALL PAYHENTS, THE CURRENT BALANCE., AND., TF APpLTCABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSNENT OR RECORD ADJUSTMENT: 09-29-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 2,595.59 PAYMENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-12-2005 08-12-2005 10-07-2005 11-26-2005 CD002161 CD002891 REFUND REFUND 129.67 .00 .00 2,500.00 2,595.59 2,595.59- 56.28- TOTAL TAX CREDIT 2,595.$9 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .00 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 HASSLER KEITH A ESQ 9 NORTH BEAVER STREET YORK, PA 17402 RE: Estate of EPLEY JANET L File Number: 2002-01128 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/17/2004 Your prompt attention to this matter will be appreciated. Thank You. .ncere~y, GLENDA FARNER STRASBAUGH REGISTER OF WILLS CC: File Personal Representative(s) Judge Cumberland County - Register Of wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 HASSLER KEITH A ESQ 9 NORTH BEAVER STREET YORKI PA 17402 RE: Estate of EPLEY JANET L File Number: 2002-01128 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/17/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge if ,~ . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Janet L. Epley Date of Death: 11/17/02 2002-01128 Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes {] No 0 . 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in .interest? Yes IX! No 0 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. Date: 10/15/05 . :J<::;:~L\o.\..-tGo..h ~__ Signature Keith A. Hassler, ESQ. Name 9 N. Beaver St. York, PA 17401 Address 717-846-1664 Telephone No. Ct'] .(' /',.1 n .:J "(.,: "J \J J .t20 geaz Capacity: 0 Personal Representative J][ Counsel for personal representative .;,) :;"":':1"'(-" _'1"'(" ,-' ,~.-, "..,J' iJ, ;....[ ,1,_'\" ,;' - '..... "-.,~"0lJU\)::J ~{;