The URL can be used to link to this page

Home My WebLink About04-1177Estate of Deceased Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT . _, ,.., . _ MARIELLE H. SCOFIELD t~tt BEC 28 ~B 9:36 RK OF Social Security No. 578-32-9899 r~l~lA~'4 b CO1~-'[ CAROLYN DELONE 21- 04-1 i"/-'l (COMPLETE "A" OR "B" BELOW:) [] A. Probate and Grant of Letters and ~av~er that Petitioner is the Executrix naxmed in the Last Will of the Decedent, dated June 28, 1996. ~ C ~ [ JJ ~ _~,'~1 /~i /"1__..la .aSti~terelev~ntcil~:tmlsta~ce~.e.g ....... ton, death!ofl~ec~i]~r,~c. Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim ora killing and was never adjudicated incompetent: NONE B. Grant of Letters of Administration (d.b.n.c.t~a.: pendente lite; durante abseatia; durant¢ minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 750 Vista Drive, Camp Hill, Pennsylvania 17011. (list street, number and municipality) Decedent, then 89 years of age, died December 17, 2004 in Camp Hill, Cumberland County, Pennsylvania. (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ..................................................................................................................................... $10.000.00 (If not domiciled in PA) Personal property in Pennsylvania ............................... : .......... : .................................................................... $000000000 (If not domiciled in PA) Personal property in County ......................................................................................................................... $000000000 Value of real estate in Pennsylvania ...................................................................................................................................................................................... $ 259,000.00 Total ..................................................................................................................................................................................................................... $269,000.00 Real Estate situated as follows: 750 Vista Drive, Camp Hill, Cumberland County, Pennsylvania Wherefore, Petitioner respectfully requests the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or )tinted name and residence ] 19 Downing Circle Downingtown, PA 1933548 Form RW-I Page I of 2 (Dauphin County) - Rev. 9/92 53864.1 12/21/04 Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and affmm that the statements in the foregoing Petition are tree and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affn-med and subscribed before me this 2~t day of b ~C, , 2004. No. Estate ofMARIELLE H. SCOFIELD, deceased Social Security No: 578-32-9899 Date of Death: December 17, 2004 AND NOW, December 2.~5 2004, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Carolyn Delone in the above estate and that the instrument dated Jtme 28, 1996 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificates..(4)... $ [ Z. 00 Renunciation ................ $ Affidavit ( ) ................. $ ExtraPages ( ) ............ $ I g. 00 Codicil .......................... $ JCP Fee ........................ $ Inventory ....................... $ Other ............................ $ TOTAL ................ Attorney: I.D. No: Address: Telephone: Donn L. Snyder 06858 Penn National Insurance Tower Two North Second Street, Seventh Floor Harrisburg, PA 17101 (717) 257-7552 53864.1 12/21/04 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local 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. H1051~3 Rev. 2/87 dNT Fee for this certificate, $2.00 P 10898173 No. NAME OF DECEDENT (First, Middle, Last) 4. Marielle Scofield AGE (Last Birthday) ~. 89 ~"~' COUNTY O~ D~TH 8~. Cumberland DECEOENT'S USUAL OCCUPATION Local Registrar 2004 Date ~ 750 Vista Drive Hill, Pa 17011 FATHER'S NAME 20a. Carolyn ~I~i~o~INFORMANT,S MAILING ADDRESS IStreet City/Town. State, Zip Co~e) Pa 19335 ~,. o~,,s~ ~ ~04 [~,~. ~11tng Green ~mete] ~CnNG AS S~H I UCE~ ' [~Ol165A-L COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH DATE OF BIRTH ~ BIRTHP~CE (City ~ (M~, Day, Y~r) [ S~ta ~ For~gn Comte) ~ - -'~ - "' ' ~THER ~ ~CEDENI'8 11a. State RESIDENCE de~d~l (S~ instmms live in a ~ot~r~) lrb. Cou~ Cumberland t~,,,** ~r~.~wi~nN°'~dentliVedac/mlimitsof Cam~Hill Pa 17011 N~ ~E AND AODR. E~SS OF FACILITyNAME AND ADDRESS OF FACILITY p~qysician is not available at time of death to T,~O the best of my k,qowledge death ~-.curred at the ime, date and place stated 22d71 °rs"H._arner Funeral Home caflJ~ cause of death. ~ignalu~e and Title) E NUMBERNUMBER J UGENSE [Mo~th. Day, Year) person who pronounces death. TIME OF DEATH DATE PRONOUNCED DEAD (Month Day Year) ~E CAUSE (D~sease or Jnjul'y 'asuiling on death ) LAST No~ PART IhOther significant conditions c~ntnbutthg to death, but not resulang in the underlying cause given in PART I WAS AN AUTOPSY ~DINGS [ MANNER OF DEATH LAST WILL AND TESTAMENT OF MARIELLE H. SCOFIELD 2~0',~ OEC 28 AH 9:36 CLERK OF r-'.,;e~ o Introductory Clause. I, Marielle H. Scofield, a resident of and domiciled in the Borough of Camp Hill, County of Cumberland and Commonwealth of Pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. I am married to Edward K. Scofield. ITEM I Direction to Pay Debts. I direct that all my legally enforceable debts, secured and unsecured, be paid as soon as practicable after my death. If at the time of my death any of the real property herein devised is subject to any mortgage, I direct that the devisee taking such mortgaged property shall take it subject to such mortgage and that the devisee shall not be entitled to have the obligation secured thereby paid out of my general estate. ITEM II Direction to Pay All Taxes from Residuary Estate. I direct that all estate, inheritance, succession, death or similar taxes (except generation-skipping transfer taxes) assessed with respect to my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this my Last Will (which term wherever used herein shall include any Codicil hereto), or on any insurance upon my life or on any property held jointly by me with another or on any transfer made by me during my lifetime or on any other property or interests in property included in my estate for such tax purposes be paid out of my residuary estate and shall not be charged to or against any recipient, beneficiary, transferee or owner of any such property or interests in property included in my estate for such tax purposes. ITEM III Dispositive Provisions A. At the time of my death, specific bequests of certain personal items and jewelry shall be distributed to the persons named in the memorandum prepared by me directing the disposition of such property. All the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devises) wherever situate and whether acquired before or after the execution of this Will, I give, devise and bequeath to my husband, Edward K. Scofield, if he shall survive me, for his unrestricted use and, if necessary, disposition during his lifetime. B. If he shall not survive me, or at his death (in pursuance of our Contract Relating to Succession dated May 17, 1996), I give and bequeath the household furnishings, antiques, objets d'art, etc., which were mine, to my nieces and nephew herein named, per capita: Carolyn H. DeLone (Mrs. Charles DeLone), Virginia H. Buck (Mrs. Lawrence Buck) and J. Richard Myers. If said beneficiaries do not agree to the division of the property among themselves, my Personal Representative shall make such division among them, the decision of my Personal Representative to be in all respects binding upon said beneficiaries, and the values represented by the jewelry and furnishings, etc., selected, shall be considered partial distributions. Said parties shall have 45 days after the later of the date of my husband's and my death during which to make their respective selections. Thereafter, all the rest, residue and remainder of my personal property and that belonging to my late husband, shall be sold and converted to cash, and ail stocks, bonds, certificates of deposit, insurances and every other thing of value shall be liquidated. C. If my husband shall not survive me, or at his death, I specifically direct that my home at 750 Vista Drive, Camp Hill, Cumberland County, Pennsylvania and/or any other real estate which I may own at the time of my death be sold for such price and upon such terms as my Personal Representative in her sole discretion shall determine. D. At the time for distribution of the residue of my Estate, the values represented by the items distributed pursuant to subparagraphs A and B above shall be added to all other assets and the total divided into two equal parts. i. One such part, which shall include all the values of said personal property previously distributed to them, I give and bequeath to my two nieces and nephew hereinabove named, per stirpes. The value of the items previously received by each pursuant to this Will as partial distribution shall be credited against and considered a part of her or his residuary share. ii. The other part shall be divided into equal shares among my husband's three children, subject however, that should his son, Dillon Scofield, of Newark, Delaware, not be living at the time for distribution to him, the share to which he would be entitled shall pass in equal parts to his brother and sister. Should my husband's daughter Suzanne S. Stephens (Mrs. William Stephens), not be living at the time for distribution, her share shall pass to her issue, per stirpes. Should my husband's son, Edward Kellogg Scofield, Jr., not be living at the time for distribution, the share to which he would be entitled shall pass to his niece, the daughter of Suzanne S. Stephens. In the event she is under the age of 21 years at the time for distribution to her, her share shall be held in Trust until her 21st birthday by her father, William Stephens. 2 ITEM IV Naming the Personal Representative, Personal Representative Succession, Personal Representative's Fees and Other Matters. The provisions for naming the Personal Representative, Personal Representative succession, Personal Representative's fees and other matters are set forth below: (1) Naming an Individual Personal Representative. I hereby nominate, constitute, and appoint as Personal Representative of this my Last Will and Testament Edward K. Scofield and direct that he shall serve without bond. (2) Naming Individual Successor or Substitute Personal Representative. If my individual Personal Representative should fail to qualify as Personal Representative hereunder, or for any reason should cease to act in such capacity, the successor or substitute Personal Representative who shall also serve without bond shall be Carolyn DeLone. (3) Fee Schedule for Individual Personal Representative. For its services as Personal Representative, the individual Personal Representative shall receive reasonable compensation for the services rendered and reimbursement for reasonable expenses. ITEM V Definition of Personal Representative. Whenever the word "Personal Representative" or any modifying or substituted pronoun therefor is used in this my Will, such words and respective pronouns shall include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Personal Representative named herein and to any successor or substitute Personal Representative acting hereunder, and such successor or substitute Personal Representative shall possess all the rights, powers and duties, authority and responsibility conferred upon the Personal Representative originally named herein. ITEM VI Powers for Personal Representative. By way of illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to Personal Representatives generally, my Personal Representative is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, to make distributions or divisions in cash or in kind or partly in each without regard to the income tax basis of such asset, and in general, 3 to exercise all the powers in the management of my Estate which any individual could exercise in the management of similar property owned in his or her own right, upon such terms and conditions as to my Personal Representative may seem best, and to execute and deliver any and all instruments and to do all acts which my Personal Representative may deem proper or necessary to carry out the purposes of this my Will, without being limited in any way by the specific grants of power made, and without the necessity of a court order. ITEM VII Provision for Personal Representative to Act as Trustee for Beneficiary Under Age Twenty-One. If any share or property hereunder becomes distributable to a beneficiary who has not attained the age of Twenty-one (21) years or if any real property shall be devised to a person who has not attained the age of Twenty-one (21) years at the date of my death, then such share or property shall immediately vest in the beneficiary, but notwithstanding the provisions herein, my Personal Representative acting as Trustee shall retain possession of the share or property in trust for the beneficiary until the beneficiary attains the age of Twenty-one (21), using so much of the net income and principal of the share or property as my Personal Representative deems necessary to provide for the proper support, medical care, and education of the beneficiary, taking into consideration to the extent my Personal Representative deems advisable any other income or resources of the beneficiary or his or her parents known to my Personal Representative. Any income not so paid or applied shall be accumulated and added to principal. The beneficiary's share or property shall be paid over, distributed and conveyed to the beneficiary upon attaining age Twenty-one (21), or if he or she shall sooner die, to his or her personal representatives. Whenever my Personal Representative determines it appropriate to pay any money for the benefit of a beneficiary for whom a trust is created hereunder, then the amounts shall be paid out by my Personal Representative in such of the following ways as my Personal Representative deems best: (1) directly to the beneficiary; (2) to the legally appointed guardian of the beneficiary; (3) to some relative or friend for the care, support and education of the beneficiary; (4) by my Personal Representative using such amounts directly for the beneficiary's care, support and education. My Personal Representative as trustee shall have with respect to each share or property so retained all the powers and discretions conferred upon it as Personal Representative. Notwithstanding the above appointment of Trustee, should the daughter of Suzanne S. Stephens become entitled to share in the estate, her father shall serve as Trustee under the terms of this paragraph. ITEM VIII Discretion Granted to Personal Representative in Reference to Tax Matter,,. My Personal Representative as the fiduciary of my estate shall have the discretion, but shall not be required when allocating receipts of my estate between income and principal, to make adjustments in the rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Personal Representative believes has had the effect, directly 4 or indirectly, of preferring one beneficiary or group of beneficiaries over others; provided, however, my Personal Representative shall not exercise its discretion in a manner which would cause the loss or reduction of the marital deduction as may be herein provided. In determining the state or federal estate and income tax liabilities of my estate, my Personal Representative shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my estate shall be used as state or federal estate tax deductions or as state or federal income tax deductions and shall have the discretion to file a joint income tax return with my husband. ITEM IX Definition of Children. For purposes of this Will, "children" means the lawful blood descendants in the first degree of the parent designated; and "issue" and "descendants" mean the lawful blood descendants in any degree of the ancestor designated; provided, however, that if a person has been adopted, that person shall be considered a child of such adopting parent and such adopted child and his or her issue shall be considered as issue of the adopting parent or parents and of anyone who is by blood or adoption an ancestor of the adopting parent or either of the adopting parents. The terms "child, .... children, .... issue," "descendant" and "descendants" or those terms preceded by the terms "living" or "then living" shall include the lawful blood descendant in the first degree of the parent designated even though such descendant is born after the death of such parent. The term "per stirpes" as used herein has the identical meaning as the term "taking by representation" as defined in the Pennsylvania Probate Code. ITEM X Definition of Words Relating to the Internal Revenue Code. As used herein, the words "gross estate," "adjusted gross estate," "taxable estate," "unified credit," "state death tax credit," "maximum marital deduction," "marital deduction," "pass," and any other word or words which from the context in which it or they are used refer to the Internal Revenue Code shall have the same meaning as such words have for the purposes of applying the Internal Revenue Code to my estate. For purposes of this Will, my "available generation- skipping transfer exemption" means the generation-skipping transfer tax exemption provided in section 2631 of the Internal Revenue Code of 1986, as amended, in effect at the time of my death reduced by the aggregate of (1) the amount, if any, of my exemption allocated to lifetime transfers of mine by me or by operation of law, and (2) the amount, if any, I have specifically allocated to other property of my gross estate for federal estate tax purposes. For purposes of this Will if at the time of my death I have made gifts with an inclusion ratio of greater than zero for which the gift tax return due date has not expired (including extensions) and I have not yet filed a return, it shall be deemed that my generation-skipping transfer exemption has been allocated to these transfers to the extent necessary (and possible) to exempt the transfer(s) from generation-skipping transfer tax. Reference to Sections of the Internal Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the date of my death. ITEM XI Simultaneous Death Provision Presuming Beneficiary_ Predeceases Testatrix. If any beneficiary and I should die under such circumstances as would make it doubtful whether the beneficiary or I died first, then it shall be conclusively presumed for the purposes of this Will that the beneficiary predeceased me. Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this ,,< K day of ~ ,19.~i~7 ARIELLE H. SC~J~I~IELD Attestation Clause. The foregoing Will was this 28tlxlay of June ,1996, signed, sealed, published and declared by the Testatrix as and for her Last Will and Testament in our presence, and we, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date. of of 6 COMMONWEALTH OF PENNSYLVANIA : COUNTY OF DAUPHIN · SS: We, Marielle H. Scofield, and Carol A. Ely and Denise L. Foster , the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, and in the presence of each other, signed the Will as witness and to the best of our knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. M~(rielle I~. Scofield W~ ,, S, Carol A. Ely~ Witn-~s, Denise L. Foster Subscribed, sworn to, and acknowledged before me by Marielle H. Scofield, the Testatrix and subscribed and sworn to before me by Carol 3,. Ely and Denise L. FOster , witnesses, this 28th day of .T,,,o ,1996. ~ ~'- ~eal) Notary Public for Pennsylvarffa My Commission Expires:/,,~3/~ ~ . NO'rAP, L~L S~,'~L ! ~ SARAH E. AF?~iEr~Y ~h~t~:'v Public t 7 1N RE: ESTATE OF MARIELLE H. SCOFHELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-04-1177 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: To the Register: MARIELLE H. SCOFIELD DECEMBER 17, 2004 I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the beneficiary of the above-captioned estate on January 3, 2005: Name Virginia H. Buck Carolyn M. Delone J. Richard Myers Dillon F. Scofield Suzanne S. Stephens E. Kellogg Scofield Address 1155 Southwest 11th St., Boca Raton, FL 33486 19 Downing Circle,Downingtown, PA 19335 607 West California Blvd., Pasadena, CA 91105 128 Country Flower Rd., Newark, DE 19711-2482 906 EdgecliffWayRedwood City, CA 94061-1160 401 Bear Oaks Drive, Martinez, CA 94553 under Rule 5.6(a) Notice has been given to all persons known to the undersigned to be entitled thereto iSSOO S,N'qlqdktO 621763 I/3/05 q- NV? OOZ Donn L. Snyder, Esqmre Saul Ewing LLP Post Office Box 1291 · Harrisburg, PA 17108-1291 Attorney for Estate 717.257.7552 ~tV-1500 EX (6:011) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 _ 0 4 o 1 177 COUNTY COOE YEAR ~MBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Z SCOFIELD, MARIELLE H. 578-32-9899 W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD. YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W 12-17-2004 11-24-1915 REGISTER OF WILLS U W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER C w [Z] 1 Orig inal Return 0 2. Supplernental Return 0 3. Remainder Return (dale of dealh prior to 12-13-82) .., ,,$(() 0 4 Limited Estate 0 4a. Future Interest Compromise (dale of death after 12-12-82) 0 5. Federal Estate Tax Return Required uC::" w,,-u ~ 0 IOO 6. Decedent Died Testate (Attach copy of WIll) 7. Decedent Maintained a Living Trust (Attach "py of Trust) ~ 8. Total Number of Safe Deposit Boxes uC::--' "-cc "- 0 9. LITigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 0 11. Election to tax under See. 9113(A) (Attach Soh 0) <( .., THI,SSECTIOIll'MUST.BE COM,PLETEO..Al..LCORRESPONDENCEAIIlOCONFIDENTlA!,;TlQ!;INFORMATIONSHOUL.O.BEOIRECTEP.,TO; z NAME COMPLETE MAILING ADDRESS w 0 DONN L. SNYDER, ESQUIRE P.O. BOX 1291 z 0 FIRM NAME (If Applicable) "- HARRISBURG, PA 17108-1291 (() SAUL EWING LLP w c:: c:: TELEPHONE NUMBER 0 u 717.257.7524 1. Real Estate (Schedule A) (1) 259, 000.00 ) OFFICIAL~OOE ONLY') 2. Stocks and Bonds (Schedule B) (2) 0 .00 -) ';,. 1 j ~..;_~ , -- J . --2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) O. 00 1-") -, '1 ....-J '._J 4. Mortgages & Notes Receivable (Schedule D) (4) 0 .00 - ) ) ~~>."j :-1 5. Cash, Bank Deposits & Misceilaneous Personal Property (5) 25, 660.04 ' , .J (Schedule E) - -,~ -) Z '-rl .. -- 0 6. Jointly Owned Property (Schedule F) (6) 0.00 (::) ) 5 o Separate Biiling Requested ~ :> 7. Inter-Vivos Transfers & Misceilaneous Non.Probate Property (7) O. 00 I- (Schecule G or L) ii: 8, Total Gross Assets (total Lines 1 - 7) (8) 284, 660.04 c:( U 9 Funeral Expenses & Administrative Costs (Schecule H) (9) 57, 932 .90 W cr: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 227,470.97 11. Total Deductions (total Lines g & 10) (11) _____~tl..~_~ 40}_:..?_'7_ -- 12. Net Value of Estate (Line 8 minus Line 11) (12) (743 .83 ) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) O. 00 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) (743 .83 ) SEE INSTRUCTIONS FOR APPLICABLE RATES Z 15. Amount of Line 14 taxable at the spousal tax 0 ~ rate, or transfers under See. 9116 (a)(1.2) X .0_ (15) 0.00 ~ 16. Amount of Line 14 taxable at lineal rate X 0_ (16) O. 00 :> 0- 17 Amount of Line 14 taxable at sibling rate X ,12 (17) 0 .00 :E 0 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00 U ~ 19. Tax Due (19) 0.00 20.0 ICHECKHEREIFYOOAREREQUESTING'AREFONDOF ANOVERPAYMEIIlT I > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < STFPA42021F.1 Decedent's Complete Address: STREET ADDRESS 750 VISTA DRIVE CITY CAMP HILL Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount STATE P A ZIP 17011 (1) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/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) 0.00 0.00 0.00 A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSV\lER THE FOLLO\l\llNG 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 [XJ IF THE ANSWER TO AN( OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penahies of perjury, I declare that I have examined this return, including accompan;ing schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSgN RESPONSIBLE FOR F,lYNG RETURN ~ C___' ~"'" ~~ ADDRESS f ) 19 DOWN G CI CLE, OWNINGTOWN, PA 19335 SIGNATURE REPARER ER AN R RESENTATIVE No [XJ [Xl [XJ [Xl [XJ [Xl DATE 7,,:;-j -05 DATE 7:) 05 ADDRESS P.O. BOX 1291, HARRISBURG, PA 17108-1291 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 PS 39116 (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. 39116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 PS. 39116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except a~ noted in 72 P.S. 39116(1.2) [72 P.S. 39116(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. 39116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. STF PA42021F.2 ". REV-1502 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER MARIELLE H. SCOFIELD 21-04 01177 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 ai which property would be excl1anged between a willing buyer and a willing seller, nerther being compelled to buy Of sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 750 VISTA DRIVE, CAMP HILL, PA 17011 PARCEL NO. 01-19-1594128 VALUE AT DATE OF DEATH 259,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 259,000.00 STFPA42021F.3 ", REV.15m) ~X + (1.97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MARIELLE H. SCOFIELD FILE NUMBER 21-04 01177 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CASH BEQUEST FROM ESTATE OF WILLA E. WHITE 10,000.00 FILE NO. 21-98-0328 2. SMITH BARNEY 2,688.06 3. IRS REFUND 1,350.00 4. UGI 23.31 5. PPL 90.42 6. USAA 244.87 7. M&T BANK 2.71 8. GE CAPITAL ASSURANCE 222.46 9. USAA 234.46 10. GE CAPITAL ASSURANCE 100.00 11. SMITH BARNEY 9,183.75 12. COMMERCE BANK 20.00 13 . GE CAPITAL ASSURANCE 1,500.00 STF PA42021 F.9 TOTAL (Also enter on line 5, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 25,660.04 , '. REV-1511' EX. (1-97) (I) COMMONWEALTH OF PENNSYLVANL'I INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MARIELLE H. SCOFIELD FILE NUMBER 21-04 01177 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: MYERS HARNER 7,242.00 2. WEST SHORE COUNTRY CLUB - LUNCHEON 1,988.98 3 . ROLLING GREEN CEMETERY 1,116.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B Name of Personal Representative(s) CAROLYN M. DELONE 167-40-1445 2. 3. Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 19 DOWNING STREET City DOWNINGTOWN Year(s) Commission Paid: 2 005 AttomeyFees SAUL EWING LLP StatePA Zip 1 7 3 3 5 14,000.00 14,000.00 Family Exemption: (~decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees 310.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. EXPENSES FROM SALE OF HOUSE 18,713.00 8. SENTINEL - ADVERTISE GRANT OF LETTERS 122.51 9. CUMBERLAND LAW JOURNAL - ADVERTISE GRANT OF LETTERS 75.00 10. STATE EMPLOYEES RETIREMENT SYSTEM 4.64 11. SAUL EWING - REIMBURSE COPIES, NOTARY, MILEAGE & POSTAGE 60.77 12. SAUL EWING - MISCELLANEOUS COSTS ADVANCED 300.00 TOTAL (Also enter on line 9. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 57.932.90 S1FPA42021F.12 . '. REV-1512 EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF MARIELLE H. SCOFIELD FILE NUMBER 21-04 01177 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 219,387.50 1. CAROLYN M. DELaNE AND CHARLES A. DELaNE, III MORTGAGE 2. PPL 90.42 3. UGI 23.31 4. PENNSYLVANIA AMERICAN WATER 17 .20 5. BETHANY VILLAGE 3,804.45 6. ALERT PHARMACY 121.78 7. M&T BANK - OVERDRAFTS 33.37 8. WEST SHORE EMS 533.49 9. UGI 17.35 10. PPL 66.80 11. LAWNS UNLIMITED 422.94 12. DFAS - OVERPAYMENT 2,952.36 STFPA42021F.13 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 227,470.97 'REV-1513 E'x + (9-DO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF MARIELLE H SCOFIELD FILE NUMBER 21-04 01177 RELATIONSHIP TO DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] CAROLYN M. DELONE 1. 19 DOWNING CIRCLE DOWNINGTOWN, PA 19335 NIECE 2. VIRGINIA M. BUCK 1155 SOUTHWEST 11TH STREET BOCA RATON, FL 33486 NIECE 3. J. RI CHARD MYERS 607 WEST CALIFORNIA BOULEVARD PASADENA, CA 91105 NEPHEW 4. SUZANNE S. STEPHENS 906 EDGECLIFF WAY REDWOOD CITY, CA 94061-1160 STEP-DAUGHTER 5. DILLON F. SCOFIELD 128 COUNTRY FLOWER ROAD NEWARK, DE 19711-2482 STEP-SON 6. EDWARD K. SCOFIELD 401 BEAR OAKS DRIVE MARTINEZ, CA 94553 STEP-SON AMOUNT OR SHARE OF ESTATE 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) 0.00 STF PA42021 F.14 B. TYPE OF LOAN ~tJ FHA 2 0 FMHA 4. 0 VA 5. 0 CONV INS 6. ESCROW FILE NUMBER 00041018-001 CER Form Appro""d OMS No 2502-0255 A U.5 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT Select Platinum Settlement Services, LLP 3912 Market Street 3 IXI CONV. UN INS 7. LOAN NUMBER 647677431 Camp Hill, PA 17011 (717) 737-0884 FINAL 8, MORTGAGE INSURANCE CASE NUMBER \, '" \ '\ " C, NOTE'. This 6:u111 is furnished to give you a statemenl of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(P. O. c.r were paid outside the closing; they are shown here for informational purposes and Bfe not included in the totals. o NAME OF BORROWER: ADDRESS OF aORROWER: James Scott Copeland and Nicole L Copeland 4736 Old Dominion Drive Arlington, VA 22207 Estate of Marielle H. Scofield E NAME OF SELLER ADDRESS OF SELLER ADDRESS OF LENDER ABN AMRO Mortqaqe Group Inc. P.O. Box 57068 Irvine, CA 92619-7068 750 Vista Drive Camp Hill, PA 17011 Cumberland County 01-19-1594-128 Parcel #01-19-1594-128 Select Platinum Settlement Services, LLP Select Platinum Settlement Services, 3912 Market Street, Camp Hill, PA 17011 12/3012004 PRORATION DATE: 12/3012004 DISBURSEMENT DATE: K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE TO SELLER: 259,000.00 401. Contract Sales Price F. NAME OF LENDER G PROPERTY LOCATION: H. SETTLEMENT AGENT; PLACE OF SETTLEMENT; SETTLEMENT OATE: 12/3012004 101 102 103 104. 105. 259,000.00 Personal Property Settlement charges to Borrower (line 1400) Personal Property 9,212.09 402 403 404 405. ADJUSTMENTS FOR ITEMS PAID BY SEll.ER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE; 106. Cityrr own Taxes 406. CitvrTown Taxes 107. County Taxes 12/30/04 to 12/31/04 2.14 407 County Taxes 12/30/04 to 12131/04 2.14 108 Assessments 408 Assessments 109 School Tax 12/30104 to 06/30105 1,110.13 409. School Tax 12/30/04 to 06/30/05 1.110.13 110. Sewer 12/30/04 to 12/31/04 0.33 410. Sewer 12/30/04 to 12/31/04 0.33 111 411 112 412 113. 413. 114 414. 115 415. 120. GROSS AMOUNT DUE FROM BORROWER; 269,324.69 420. GROSS AMOUNT DUE TO SELLER: 260,112.60 200. AMOUNTS PAlO BY OR IN BEHALF OF BO~ROWER: . .... .. 500. REDUCTIONS l"l AMOUNT OlE TO SELLER: . .... . . I 201. Deposit or earnest money 7.50000 501 Excess deposit (see Instructions) 202 Principal amount of new loao(5) 200.000.00 502 Settlement charges to Seller (line 1400) 18.713.00 EXisting loan(s) taken subject 10 --- 503 Existing loan(5) laken subject to 203 204 504 Payoff of 151 mfg. loan to Carolyn and Chuck DeLo 219,387.50 205 505 Payoff of second mortgage loan 206 506 207. 507. 20B 508 509 .- 209. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER ADJUSTMENTS FOR ITEMS UNPAID BY SELLER --.- 210. CltyfT own Taxes 510. CitvrTown Taxes -- 211. County Taxes 511. County Taxes 212 Assessments 512. Assessments 213. 513 214 514 215 515 216. 516 217. 517 21B 518 219 519. 220. TOTAL PAID BY/FOR BORROWER: 207,500.00 520. TOTAL REDUCTIONS IN AMOUNT DUE SELLER: 238.100.50 1300. CASH AT SETTLEMENT FllOIWTO BORROWER: .... . ....'... ,.. . 600. CASH AT SETTLEMENTTOIFllOM SELLER:. .., . . .'. I 301. Gross amount due from Borrower ( line 120) 269,324.69 601 Gross amount due to Seller (line 420) 260.112.60 302 Less amount paid bylfor Borrower ( line 220) 207,500.00 602 Less reduction in amount due Seller (line 520) 238.100.50 303 CASH I ro FROM) ( 0 TO ) BORROWER; 61.B24.69 603. CASH (0 FROM) ([j(I TO) SELLER: 22.012.10 -- - - l SEITlEMENT CHARGES ESCROW FilE NUMBER 000410'8001 CER \ \, 700 TOTAL -SALES/BROKER'S COMMISSION: . P.O.C. I BASEO ON PRICE$ 259,000.00 @ %= $15,42100 PAlO FROM PAID FROM DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: BORROWER'S FUNDS SELLER'S AT SETTLEMENT FUNDS AT 701 $ 7.735.50 to ERA NRT Inc. (Less Furna.ce CleaninQ S59.50) SETTLEMENT 702 , 7.685.50 to RSR Realtors (Les~ Furnace CleaninQ $59.501 703 Commission paid at settlement 15.421.00 704. Transaction Fee to ERA.NRT Inc. 12500 800. IlEMS PAYABLE IN CONNECTION WIlH LOAN: . . . ... P.O.C. . .. l 801. Loan Origination Fee % to Allied Home Mortgage 2.00000 802. Loan Discount Fee 803 Appraisal Fee 804. Credit Report 805 lenders \nspection Fee 806. Mortgage Insurance Application Fee 807. Assumption Fee 808 Processing Fee 10 Allied Home Mortgage 295.00 809. lender Administration Fee to ABN AMRO Mortgage Group Inc. 475.00 810 Application Fee \0 Allied Heme Mortgage 350.00 811. Flood Certification Fee to Allied Home Mortgage 10.00 9OG. ITEMS REQUIRED BY LENDEI! TO BE PAID IN ADVANCE: '. ... ...... , P.O.C.' '. .. .. -'-l 901 Interest From 12/30104 to 01/01/05 @ $29.8600/day % (2 days) 59.72 902. Mortgage Insurance Premium for Month(s) 10 903. Hazard Insurance Premium for 1 Years(s) to State Farm (490.00) 904 Deferred Prem Pd by ABN AMFto Amed Home Mortgage (1,250.00) 905 1000. RESERVES DEPOSITED WITH LENDER: " . .", ., .' '.. .,'.. '.. C" . .... '.. .... " . ,- l 1001 Hazard Insurance 3 months @ $ 40.84 per month 122.52 1002 Mortgage Insurance monthS @ S per month 1003 City Property Taxes months @ $ per monfh 1004 County Property Taxes 11 montt\$@$ 65.08 per month 71588 1005 Annual Assessments months @ $ per month 1006. School Taxes 6 months @ $ 185.53 per month 1.113.18 1007. months @ S per month 1008 Aggregate Acct. Adj monthS @ $ per month -692.96 1100. TITLE CHARGES: . ..... . . .' P.t).C.. ,. I 1101. Settlement or closing fee 1102 Abstract or title search - \103 Title examination 1104 Title insurance binder 1105 Document preparation 1106 Notary fees to SettlemenUNolary/Clerical Fees 25.00 10.00 1107. Attorney's Fees (includes abOve items numbers: ) 1108. Title Insurance to Select Platinum Settlement Services, LLP 1,653.75 (includes above items numbers. ) 1109. Lenders coverage $ 200.000.00 1110 Owner's coverage $ 259.00000 1 \11 Endorsements 100. 300. 8.'1 to Select Platinum Settlement Services, LLP 150.00 1112 Insured Closin9 Letter to Guarantee Tille & Trust Co. 35.00 1113 Ovemioht Fees to Seled Platinum Setllemenl Services, LLP 30.00 1200. GOVERNMENT RECORDING AND lRANSFER CHARGES: P.O.C. . . . . I 1201 Recording Fees: Deed $ 3850 Mortgage $ 66.50 Release $ 105.00 1202 City/County lax/stamps Oeed $ 2,590.00 Mortaaae $ 2,590.00 1203 State tax/stamps Deed $ 2.590.00 Mortnane $ 2,590.00 1204 Record Mtg. Satis!actions (3) to Recorder of Deed 81.00 1205. 1300, ADDITIONAL SETTLEMENT CHARGES: P.O.C. I 1301 Survey 1302 Pest Inspection 1303 Tax Cert Fee to Selecl Platinum Settlement ServIces, LlP 500 1304 Transaction Fee to RSR Realtors 125.00 1305 Home Warranly #11112184 10 American Home Shield 415.00 1306 Express Mail to Allied Home Mortgage 50.00 1307 Final Sewer 7/1-12/31/04 to Camp Hill Borough 6600 1400 TOTAl SETTlEMENT CHARGES (Erlier on lin';-1-03.Setlion J - and -line 502, Section K) 9,212.09 18.713.00 .', ~\ ~, \ , I have carefuHy revjey.ed Ihe HUO.1 SelUement Statement and to t!'le besl of my knowledge and belief, it is a true and accurate statemeJ!t of an receipts and disbursements made on my ac~~t or by me in this ..'''action I further certfy ~?II have ",ee.veO . ropy 01 the HUO-' Settlemenl I"temenl . '/11, -,.,/ Ni Ie . Cope 11(J Borrowers , e H -1 SetUement Statement which J have ~~~pared is a.true:snd accurate account of thistranS<lction. ,t en' t/ J: . /,L ( ) / 7c-UfLc' I J( ~.. . j Seled: Platinum Settlement Services, lLP Sellers I have caused or wiD cause Ihe funds 10 be disbursed in accordance y,ilh this SetlJement Agent /0/..3C/c1 Dale WARNING: It is a crime to knOv.1ngly make false statements 10 the United States on this or any simJar farm. Penalties upon eonvic\iOll can include a fine snd mprisoomenl. FOf deta.s see. 1iUr> 18 U.S. Code Section 1001 11M SCCh.JIl 1010 LAST WILL OF MARIELLE H. SCOFIELD Donn L. Snyder. Esquire BOSWELL. SNYDER. TINTNER & PICCOLA 315 North Front Street Harrisburg. Pennsylvania 17101 T ABLE OF CONTENTS LAST WILL AND TEST AMENT OF MARIELLE H. SCOFIELD Introductory Clause .." ...... .... .. ...... .. .... ............................................................ 1 ITEM I Direction to Pay Debts .... .... .." .." .. .... ........ .. .. ........ ...... .... .. ................ ...... ...." 1 ITEM II Direction to Pay All Taxes from Residuary Estate .. .. ...... .." .. .. .......... .... .... .. .... 1 ITEM III Dispostive Provisions .... .... .. .. .. .. ...... .... ........ .... .... .... ...... .... .......... .. ...... .... .. ...." 1 ITEM IV Naming the Personal Representative, Personal Representative Succession, Personal Representative's Fees and Other Matters. . . . . . . . . . . . . . ., 3 (1) Naming an Individual Personal Representative. . . . . . . . . . . . . . . . . ., 3 (2) Naming Individual Successor or Substitute Personal Representative .., 3 (3) Fee Schedule for Individual Personal Representative .............. 3 ITEM V Definition of Personal Representative .............................. 3 ITEM VI Powers for Personal Representative ................................ 3 ITEM VII Provision for Personal Representative to Act as Trustee for Beneficiary Under Age Twenty-One ................................... 4 ITEM VIII Discretion Granted to Personal Representative in Reference to Tax Matters ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4 ITEM IX Definition of Children 5 ITEM X Definition of Words Relating to the Internal Revenue Code. . . . . . . . . . . . .. 5 ITEM XI Simultaneous Death Provision Presuming Beneficiary Predeceases Testatrix 6 Testimonium Clause ........................................... 6 Attestation Clause ............................................. 6 ii LAST WILL AND TEST AMENT OF MARIELLE H. SCOFIELD Introductory Clause. I, Marielle H. Scofield, a resident of and domiciled in the Borough of Camp Hill, County of Cumberland and Commonwealth of Pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. I am married to Edward K. Scofield. ITEM I Direction to Pay Debts. I direct that all my legally enforceable debts, secured and unsecured, be paid as soon as practicable after my death. If at the time of my death any of the real property herein devised is subject to any mortgage, I direct that the devisee taking such mortgaged property shall take it subject to such mortgage and that the devisee shall not be entitled to have the obligation secured thereby paid out of my general estate. ITEM II Direction to Pay All Taxes from Residuary Estate. I direct that all estate, inheritance, succession, death or similar taxes (except generation-skipping transfer taxes) assessed with respect to my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this my Last Will (which term wherever used herein shall include any Codicil hereto), or on any insurance upon my life or on any property held jointly by me with another or on any transfer made by me during my lifetime or on any other property or interests in property included in my estate for such tax purposes be paid out of my residuary estate and shall not be charged to or against any recipient, beneficiary, transferee or owner of any such property or interests in property included in my estate for such tax purposes. ITEM III Dispositive Provisions A. At the time of my death, specific bequests of certain personal items and jewelry shall be distributed to the persons named in the memorandum prepared by me directing the disposition of such property. All the rest, residue and 1 remainder of.my property of every kind and description (including lapsed legacies and devises) wherever situate and whether acquired before or after the execution of this Will, I give, devise and bequeath to my husband, Edward K. Scofield, if he shall survive me, for his unrestricted use and, if necessary, disposition during his lifetime. B. If he shall not survive me, or at his death (in pursuance of our Contract Relating to Succession dated May 17, 1996), I give and bequeath the household furnishings, antiques, objets d'art, etc., which were mine, to my nieces and nephew herein named, per capita: Carolyn H. DeLane (Mrs. Charles DeLane), Virginia H. Buck (Mrs. Lawrence Buck) and J. Richard Myers. If said beneficiaries do not agree to the division of the property among themselves, my Personal Representative shall make such division among them, the decision of my Personal Representative to be in all respects binding upon said beneficiaries, and the values represented by the jewelry and furnishings, etc., selected, shall be considered partial distributions. Said parties shall have 45 days after the later of the date of my husband's and my death during which to make their respective selections. Thereafter, all the rest, residue and remainder of my personal property and that belonging to my late husband, shall be sold and converted to cash, and all stocks, bonds, certificates of deposit, insurances and every other thing of value shall be liquidated. C. If my husband shall not survive me, or at his death, I specifically direct that my home at 750 Vista Drive, Camp Hill. Cumberland County, Pennsylvania and! or any other real estate which I may own at the time of my death be sold for such price and upon such terms as my Personal Representative in her sole discretion shall determine. D. At the time for distribution of the residue of my Estate, the values represented by the items distributed pursuant to subparagraphs A and B above shall be added to all other assets and the total divided into two equal parts. i. One such part, which shall include all the values of said personal property previously distributed to them, I give and bequeath to my two nieces and nephew hereinabove named, per stirpes. The value of the items previously received by each pursuant to this Will as partial distribution shall be credited against and considered a part of her or his residuary share. ii. The other part shall be divided into equal shares among my husband's three children, subject however, that should his son, Dillon Scofield, of Newark, Delaware, not be living at the time for distribution to him, the share to which he would be entitled shall pass in equal parts to his brother and sister. Should my husband's daughter Suzanne S. Stephens (Mrs. William Stephens), not be living at the time for distribution, her share shall pass to her issue, per stirpes. Should my husband's son, Edward Kellogg Scofield, Jr., not be living at the time for distribution, the share to which he would be entitled shall pass to his niece, the daughter of Suzanne S. Stephens. In the event she is under the age of 21 years at the time for distribution to her, her share shall be held in Trust until her 21st birthday by her father, William Stephens. 2 ITEM IV Naming the Personal Representative, Personal Representative Succession, Personal Representative's Fees and Other Matters. The provisions for naming the Personal Representative, Personal Representative succession, Personal Representative's fees and other matters are set forth below: (1) Naming an Individual Personal Representative. I hereby nominate, constitute, and appoint as Personal Representative of this my Last Will and Testament Edward K. Scofield and direct that he shall serve without bond. (2) Naming Individual Successor or Substitute Personal Representative. If my individual Personal Representative should fail to qualify as Personal Representative hereunder, or for any reason should cease to act in such capacity, the successor or substitute Personal Representative who shall also serve without bond shall be Carolyn DeLone. (3) Fee Schedule for Individual Personal Representative. For its services as Personal Representative, the individual Personal Representative shall receive reasonable compensation for the services rendered and reimbursement for reasonable expenses. ITEM V Definition of Personal Representative. Whenever the word "Personal Representative" or any modifying or substituted pronoun therefor is used in this my Will, such words and respective pronouns shall include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Personal Representative named herein and to any successor or substitute Personal Representative acting hereunder, and such successor or substitute Personal Representative shall possess all the rights, powers and duties, authority and responsibility conferred upon the Personal Representative originally named herein. ITEM VI Powers for Personal Reoresentative. By way of illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to Personal Representatives generally, my Personal Representative is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, to make distributions or divisions in cash or in kind or partly in each without regard to the income tax basis of such asset, and in general, 3 to exercise all the powers in the management of my Estate which any individual could exercise in the management of similar property owned in his or her own right, upon such terms and conditions as to my Personal Representative may seem best, and to execute and deliver any and all instruments and to do all acts which my Personal Representative may deem proper or necessary to carry out the purposes of this my Will, without being limited in any way by the specific grants of power made, and without the necessity of a court order. ITEM VII Provision for Personal Representative to Act as Trustee for Beneficiary Under Age Twenty-One. If any share or property hereunder becomes distributable to a beneficiary who has not attained the age of Twenty-one (21) years or if any real property shall be devised to a person who has not attained the age of Twenty-one (21) years at the date of my death, then such share or property shall immediately vest in the beneficiary, but notwithstanding the provisions herein, my Personal Representative acting as Trustee shall retain possession of the share or property in trust for the beneficiary until the beneficiary attains the age of Twenty-one (21), using so much of the net income and principal of the share or property as my Personal Representative deems necessary to provide for the proper support, medical care, and education of the beneficiary, taking into consideration to the extent my Personal Representative deems advisable any other income or resources of the beneficiary or his or her parents known to my Personal Representative. Any income not so paid or applied shall be accumulated and added to principal. The beneficiary's share or property shall be paid over, distributed and conveyed to the beneficiary upon attaining age Twenty-one (21), or if he or she shall sooner die, to his or her personal representatives. Whenever my Personal Representative determines it appropriate to pay any money for the benefit of a beneficiary for whom a trust is created hereunder, then the amounts shall be paid out by my Personal Representative in such of the following ways as my Personal Representative deems best: (1) directly to the beneficiary; (2) to the legally appointed guardian of the beneficiary; (3) to some relative or friend for the care, support and education of the beneficiary; (4) by my Personal Representative using such amounts directly for the beneficiary's care, support and education. My Personal Representative as trustee shall have with respect to each share or property so retained all the powers and discretions conferred upon it as Personal Representative. Notwithstanding the above appointment of Trustee, should the daughter of Suzanne S. Stephens become entitled to share in the estate, her father shall serve as Trustee under the terms of this paragraph. ITEM VIII Discretion Granted to Personal Representative in Reference to Tax Matters. My Personal Representative as the fiduciary of my estate shall have the discretion, but shall not be required when allocating receipts of my estate between income and principal, to make adjustments in the rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Personal Representative believes has had the effect, directly 4 or indirectly, of preferring one beneficiary or group of beneficiaries over others; provided, however, my Personal Representative shall not exercise its discretion in a manner which would cause the loss or reduction of the marital deduction as may be herein provided. In determining the state or federal estate and income tax liabilities of my estate, my Personal Representative shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my estate shall be used as state or federal estate tax deductions or as state or federal income tax deductions and shall have the discretion to file a joint income tax return with my husband. ITEM IX Definition of Children. For purposes of this Will, "children" means the lawful blood descendants in the first degree of the parent designated; and "issue" and "descendants" mean the lawful blood descendants in any degree of the ancestor designated; provided, however, that if a person has been adopted, that person shall be considered a child of such adopting parent and such adopted child and his or her issue shall be considered as issue of the adopting parent or parents and of anyone who is by blood or adoption an ancestor of the adopting parent or either of the adopting parents. The terms "child," "children," "issue," "descendant" and "descendants" or those terms preceded by the terms "living" or "then living" shall include the lawful blood descendant in the first degree of the parent designated even though such descendant is born after the death of such parent. The term "per stirpes" as used herein has the identical meaning as the term "taking by representation" as defined in the Pennsylvania Probate Code. ITEM X Definition of Words Relating to the Internal Revenue Code. As used herein, the words "gross estate," "adjusted gross estate," "taxable estate," "unified credit," "state death tax credit," "maximum marital deduction," "marital deduction," "pass," and any other word or words which from the context in which it or they are used refer to the Internal Revenue Code shall have the same meaning as such words have for the purposes of applying the Internal Revenue Code to my estate. For purposes of this Will, my "available generation- skipping transfer exemption" means the generation-skipping transfer tax exemption provided in section 2631 of the Internal Revenue Code of 1986, as amended, in effect at the time of my death reduced by the aggregate of (1) the amount, if any, of my exemption allocated to lifetime transfers of mine by me or by operation of law, and (2) the amount, if any, I have specifically allocated to other property of my gross estate for federal estate tax purposes. For purposes of this Will if at the time of my death I have made gifts with an inclusion ratio of greater than zero for which the gift tax return due date has not expired (including extensions) and I have not yet filed a return, it shall be deemed that my generation-skipping transfer exemption has been allocated to these transfers to the extent necessary (and possible) to exempt the transfer(s) from generation-skipping transfer tax. Reference to 5 Sections of the Internal Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the date of my death. ITEM XI Simultaneous Death Provision Presuming Beneficiary Predeceases Testatrix. If any beneficiary and I should die under such circumstances as would make it doubtful whether the beneficiary or I died first, then it shall be conclusively presumed for the purposes of this Will that the beneficiary predeceased me. Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this ::<. r day of ~ , 19.,ib - {/ ~Jg#~~ (SEAL) ARIELLE H. SC IELD Attestation Clause. The foregoing Will was this 28tlxlayof June ,1996, signed, sealed, published and declared by the Testatrix as and for her Last Will and Testament in our presence, and we, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date. C~\~(\.CC~ o ~flL~ ~G-Iv of f \-\~)\D J I2-A of CCunfJ //'I/ p~ . 6 COMMONWEALTH OF PENNSYLVANIA ss: COUNTY " OF DAUPHIN We, M ari e lle H . Scofie ld, and __S:~~o!_~..:_~~____________ an d Denise L. Foster , the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, and in the presence of each other, signed the Will as witness and to the best of our knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~AU;Z A'J~Y?/ M rielle H. Scofield ~ Subscribed, sworn to, and acknowledged before me by Madelle H. Scofield, the Testatrix and subscribed and sworn to before me by Carol A. Ely and Denise L. FOster , witnesses, this 28th day of TI1T1P , 1996. eal) Notary Public for Pennsylva a My Commission Expires: /j.# -3/9 P r- NOTM':;:AI_ SU~l. -, 'i ,. n' -"'\_, .... . i, .. 5....1,RPH .E. :.:.P,,~.t'-)~, ,'ii)ffFY rubffc l i:~~ic~;~:~~i:j~).:~~r.~~.~~~:~~~::~~!3::1 7 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Marielle H. Scofield No. 2 1 - 04 - 011 7 7 Dec. 17, 2004 also known as Date of Death , Deceased Social Security No. 578-32-9899 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsyivania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements ]erei are made subjec the penalties of 18, Pa, C.S. Section 4904 relating to unsworn falsification to authorities, . Personal Representative --D ~~:~::: D ~.,,_ f"v\ ::D.-~ 1.0, No,: 06858 ~ Address: 2 North Second Street, 7th Floor Dated: July;X), 2005 Harrisburg, PA 17101 Telephone: (717) 257-7552 Description Value REAL ESTATE: 750 Vista Drive Camp Hill, PA 17011 $259,000.00 r-O.., . J t-<', See Schedule E 1$ ;~':: j-'. ~.J _ _ _, -..J 25,660.g; PERSONAL ESTATE: (~:"\ ~----., $284,660.04 (Attach Additional Sheets if necessary) ~ 115909.17115/05 Form ~eproved OM8 NO 2502.0265 8 TYPE OF LOAN 1. 0 FHA [] FMHA 4. LJ VA 5 0 CONV. INS 6. ESCROW FILE NUMBER: 00041018-001 CER A u.s. DEPARTMENT OF HOUSING ANO URBAN DEVELOPMENT SETiLEMENT STATEMENT Select Platinum Settiement Services, LLP 3912 Market Street 3 jj[] CONV UNINS 7. LOAN NUMBER' 647677431 Camp Hill. PA 17011 (717) 737-0884 FINAL 6. MORTGAGE INSURANCE CASE NUMBER: \ " c. NOTE. This tbrm is fumished to give you a statement of actual settlement costs. Amounts paid to Bnd by the settlement agent Bre shown. Items marked "(P. 0. C.)" were paid outside the closing; they are sho'lNfl here for informational purposes and Bre not included in tlJe totals. D. NAME OF BORROWER James Scott Copeland and Nicole L. Copeland ADDRESS OF BORROWER: 4736 Old Dominion Drive Arlington, VA 22207 E NAME OF SELLER: Estate of Marielle H. Scofield ADDRESS OF SELLER: " \, '" " F. NAME OF LENDER ABN AMRa Mortoaoe Group Inc. ADDRESS OF LENDER: P.O. Box 57068 Irvine, CA 92619-7068 G PROPERTY LOCATION' 750 Vista Drive Camp Hill, PA 17011 Cumberland County 01-19-1594-128 Parcel #01-19-1594-128 H SETTLEMENT AGENT' Select Platinum Selllement Services, LLP PLACE OF SETTLEMENT Select Platinum Selllement Services, 3912 Market Street, Camp Hill, PA 17011 SETTLEMENT DATE: 12/30/2004 PRORATION PATE: 12/30/2004 DISBURSEMENT DATE SUMMARY OF BORROWER'S TRANSACTION I K SUMMARY OF SELLER'S TRANSACTION 12/30/2004 100, GROSS A""''''TDII~ ~"O E'" 400. GROSS AMOUNT lJUE TO SELLER: . 101 Contract Sales Price 259,000.00 401 Contract Sales Price 259,000. 102 Personal Property 402 Personal Property --_._-~ 103. Settlement charges to Borrower (line 1400) 9,212.09 403 .--- 104 404 105. 405. :::::::::::J 00 ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE 106. CilylTown Taxes - 406 CitvfTown Taxes ou I 107 County Taxes 12/30/04 to 12/31/04 2.14 407 County Taxes 12/30/04 to 12/31/04 2.14 lOB Assessments 40B Assessments 109 School Tax 12/30/04 to 06/30105 1,110.13 409. School Tax 12/30/04 to 06/30/05 1,110.13 110 Sewer 12130/04 to 12/31/04 033 410. Sewer 12/30/04 to 12/31104 0.33 111 411 - -. 112 412 -- 113 413 114 414 115 415. 120 GROSS AMOUNT DUE FROM BORROWER: 269,324.69 420. GROSS AMOUNT DUE TO SELLER: 260,112.60 '200. AMOUNTS RAIDBYOR!NEletlA~FO~~RIIDWER: " ~OO.' REDlJCTION$ IN AMPUNTDLETI)$El.lER: ./ ,> .' I 201 Deposit or earnest money 7,50000 501. Excess deposit (see in~tructions) - '-18.71300 202 Principal amount o!_~ew loan(s) 200,000.00 ~02 Sett~ment~~~rges to Seller {line 1400) ~- -. - ._~-- 203 Existing loan(s) taken subject 10 503 Existing loan(s) taken subject !o .~ 204 504 Payoff of 1 st mfg. loan to Carolyn and Chuck DeLo 219,38750 205 505 Payoff of second mortgage loan -- 206 506. ,-.- 207 507 - .- 20B 50B 209 509 - ADJUSTMENTS FOR ITEMS UNPAID BY SElLER ADJUSTMENTS FOR ITEMS UNPAID BY SELLER -. -- 210 CityfT own Taxes 510 CitvlTown Taxes ,- 21,. County Taxes 511. County Taxes 212. Assessments 512 Assessments -- 213. 513. .- 214. 514 - - 215. 515 516. ,,- 216. - 517. 217 218 518. 519 '- 219 t, ~,. 220. TOTAL PAID BY/FOR BORROWER: 207,500.00 520 TOTAL REDUCTIONS IN AMOUNT DUE SELLER: 238,100.50 I 300, CA5HAT SETTLEMENTF'ROMlTOBORROWERi~' 600. CASI1ATSETTI.EMENTrPiF'ROMS~lJ,.eR: '. 's .... .... 301. Gross amount due from Borrower ( line 120) 269,324.69 601 Gross amount due 10 Seller (line 420) 260,112.60 302. Less amount paid by/fOT Borrower ( line 220) 207,500.00 602. Less reduction in amount due Seller (ljne 520) 23B,100.50 - .- 303 CASH ( 10 FROM I ( 0 TO 1 BORROWER: 61.82469 603 CASH (l] FROM I (121 TO) SELLER: 22,012.10 - - ._---~.__..__._- - -~ L. SETTLEMENT CHARGES 700 . TOTAL .SALES/BROKER'S COMMISSION: ~ BASED ON PRtCE$ 259,000.00 @ DIVISION OF COMMISSION (UNE 700) AS FOllOWS: 701. $ '"7.735.50 to ERA NRT Inc. (Less Furnace CleaninQ $59.5QL ~_ 7.685.50 to RSR Realtors (Less Furnace ~feanJQg_ $59.50) ~~_ 703 Commission paid a\ seltlement ~ -Transaction Fee to ERA-NRT loc ESCROW FILE NUMBER: P.(l;C. 00041018.001 \;ER -~ %:: $15,421.00 PAID FROM BORHOWER'S FUNDS AT SHTLEMENl PAID FROM SEllER'S FUNDS AT SE TTLEM fNT 15,421.00 12500 \ \ ... '. 'j'-'O.c. <,' : . . 1 aQ().ITEIilS PAYABLE IN CONNECTION WITJ-l LOAN: B01. Loan Origination Fee % to Allied Home Mortgage 2.000.00 802 Loan Discount Fee .- 803. Appraisal Fee .. -..-- - 804 Credit Report 805. Lenders tnspeclion Fee .. 806 Mortgage Insurance Application Fee 807. Assumption Fee . 808. Processing Fee 10 Allied Home Mortgage 295 00 .. 809 Lender Administration Fee to ABN AMRO Mortgage Group fne 475.00 810. Application Fee to Allied Home Mortgage 350.00 811. Flood Certification Fee 10 Allied Home Mortgage 1000 900: ITEMS REQUIRED BYI$IID~RTQllE Pf\lQJII ADIIAtjCE: . R.O.C. .; ..... .' "'l 901 Interest From 12/30/04 to 01/01/05 @ $29.8600/day % (2 days) 59.72 - 902 Mortgage insurance Premium for Month(s) to 903. Hazard Insurance Premium for 1 Years(s) to State Farm (490.00) ~--.- ----- 904 Deferred Prem Pd by ABN AMFto Allied Home Mortgage (1,25000) 905. , 1000. RESERVES DEPOSITEDWlTlfLSNtlER: ....', . '...... . >:. .' ,:.;.-;:. . :/""T7, .....' ." . ..' j 1001. Hazard Insurance 3 months @ $ 40.84 per month 122.52 - 1002 Mortgage Insurance months @ $ per month 1003. City Property Taxes months @ $ per month 1004. County Property Taxes 11 months @ $ 65.08 per monlh 715.BB . 1005. Annual Assessments months @ $ per month 1006 schooiTaxes 6 months @ $ 185.53 per month 1,113.18 ~ months @ S per month 1008 Aggregate Acel. Adj months @ $ per month .692.96 '.1100.' TITLE CHAIlGES; 'CC .'. '/"!<R.!?,,. :/, . I '. 1101. Settlement or closing fee 1102 Abstract or title search . 1103 Title examination 1104 Title insurance binder .- 1105 Document preparation 1106. Notary fees to SettlemenUNolaryfClerical Fees 25.00 10.00 1107. Attorney's Fees . (includes abo"ve items numbers: ) 1108. Title Insurance to Select Platinum Settlement Se-IVices, LLP 1,653.75 (Includes above items numbers ) .. 1109. Lenders coverage $ 200,000.00 .. 1110 Owner's coverage $ 259,00000 . 1111 Endorsements 100.300, 8.1 to Select Platinum Settlement Services, LLP 150.00 11i2- 35.00 - Insured Clo~jnQ Leiter 10 Guarantee Title & Trust Co. ---- 1113. Overnioht Fees to Select Platinum Settlement Services. LLP 30.00 1200.. GOVERN('/IENTRECORJ)ING AND TRANSFER CHARGES: 1201. Recording Fees: -peed $ 38.5Q Mortgage $ 66.50 Release $ ,,1202 City/Counly tax/stamps Oeed $ 2,590.00 Mort9a~ 1203. Slale tax/stamps .. Deed $ 2,590.00 Mort9age $ 1204 Record Mlg Satisfactions (3) to Recorder of Deed 1205. 1300. ADDITIONAL SETTLEMENT CHARGES: 1301 Survey -1302 Pest Inspection ~3 Tax Cert Fee to Select Platinum Settlement SerV{ces, LLP 1304" Transaction Fee to RSR Realtors .-- 1305 Home Warranty #1111218"4 to American Home Shield 1306 Express Mail to Allied Home Mortgage 1307 Final Sewer 711.12/31104 to Camp Hill Borough 1400 TOTAL SETTlEMENT CHARGES (En-t;r on liru;i03.Section j-. and -line 502, Section K) P.O.c. \~ ~, \ 105.00 2,590.00 2,590.00 81.00 R'O'C. .- 5.00 12500 415.00 50.00 66.0Q 9,212.09 ----- _.1.8.713.00 I have carefully revieood the HUO-1 Settlement Statement and to Ihe besl of my knOWledge and belief, it is CI true and accurate slatema.nl 01 a~ receipts and disbursements made on my acoounl or by me in this transaction I further rertify that I have received a; copy of the HUD-1 Settlement atement ;z .J ! In, 'i.~ Sellers I have l:aused or wi' cause the funds to be disbursed in 8reOfdance wlh Ihis ~f Ie . Cope no Borrowers 'T e H -1 Settlement Statement whic~! have p.~jared is a,true ,~nd aoourate aocour.t of this transaction. st_c 7'7C l/l ctCC . I J t ~L.C~ SeUlement Agenl Select Platinum Settlement Services, LLP /~J3c/c4 Dale WARNING: It is a crime 10 kno>Mngly make false statements 10 the United States on this or any sim'ar form. Penalties upon conviction can illclude a fine and imprisonment. For deta~s see. TlU~ 18 U_S. Codo Sedioll 1001 nnrl Scch-Jfl 1010 . REV..15Clil EX. (l.97}(1) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-04 01177 ESTATE OF MARIELLE H. SCOFIELD Include the proceeds of litigation and the date the proceeds were received bytl1e estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3 . 4 . 5. 6. 7. 8. 9. 10. 11. 12. 13 . DESCRIPTION CASH BEQUEST FROM ESTATE OF WILLA E. WHITE FILE NO. 21-98-0328 VALUE AT DATE OF DEATH 10,000.00 SMITH BARNEY 2,688.06 IRS REFUND 1,350.00 UGI 23.31 PPL 90.42 USAA 244.87 M&T BANK 2.71 GE CAPITAL ASSURANCE 222.46 USAA 234.46 GE CAPITAL ASSURANCE 100.00 SMITH BARNEY 9,183.75 COMMERCE BANK 20.00 GE CAPITAL ASSURANCE 1,500.00 SIT PA42021F.9 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same si2e) 25,660.04 . ,,,''''_ ,,_n,",_... , , BUREAU OF INDIVIDUAL. TAXES. INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ....j~- ''-'f r) REV-1547 EX AFP (06-05) 10-18-2005 SCOFIELD 12-17-2004 21 04-1177 CUMBERLAND 101 APPEAL DATE: 12-17-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARIELLE H FILE NO. 21 04-1177 ACN 101 DONN L SNYDER SAUL EWING PO BOX 1291 HBG ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MARIEllE H PA 17108 ESTATE OF SCOFIELD RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets TAX RETURN WAS: (X) ACCEPTED AS FILED DATE 10-18-2005 ) CHANGED ll) (2) (3) (4) (5) (6) (7) 259,000.00 .00 .00 .00 25.660.04 .00 .00 (8) NOTE: To insure proper credit to your account, submit the Upper portion of this form with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 284,660.04 (9) llO) 57,932.90 NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 227.470.97 lllJ ll2) ll3) ll4) ?85.403 87 743.83- .00 743.83- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .....~n. ,,~...~.... . l+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 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 = ll9)= .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 PAYHENT IS REQUIRED. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marielle H. Scofield Date of Death: December 17, 2004 Register File No. 21-04-1177 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. lfthe answer to #1 is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to # 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No --.X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c; c. Did the personal representative state an account informally to the parties in interest? Y es ~ No_ r'-..,) (!" d. Copies of receipts, releases, joinders and approvals of formal or information accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. (attached) Date: December 30, 2005 f)~~. Q _~ (i}NN L. SNYD ~~ SAUL EWING LLP POST OFFICE Box 1291 Harrisburg, PAl 71 08-1291 717.257.7552 <;~..u)_\ I) I :!/JI)/I)5 l:- ESTATE SETTLEMENT AGREEMENT \ This Agreement made this R day offLJouerrJbl905, by and between Carolyn M. L DeLone, Executrix of the Estate of Marielle H. Scofield, and Carolyn M. DeLone, Virginia M. Buck, 1. Richard Myers, Suzanne S. Stephens, Dillon F. Scofield and Edward K. Scofield, beneficiaries of said Estate. In accordance with the desire that the settlement and distribution of the Estate of Marielle H. Scofield be resolved as expeditiously as possible and without the delay of a formal Court accounting, the undersigned, in consideration of the mutual covenants herein expressed, and of the sums received, and intending to be legally bound hereby, agree that: 1. The said Marielle H. Scofield died December 17, 2004 testate. 2. The undersigned hereby agree that the total assets of the Estate are $284,660.04 and the total expenditures of the Estate are $285,403.87 as reflected on the Pennsylvania Inheritance Tax Return. Inasmuch as the Estate is insolvent the parties hereby agree that the debts of the estate are to be paid and acknowledge there are no assets to be distributed to the beneficiaries. Without intending to limit the rights of remedies of the personal representative, the undersigned further agree to indemnify the personal representative and save her harmless against all liability, loss and expense (including, but not limited to, costs and counsel fee) which the personal representative may incur, whether due to the personal representative's negligence or otherwise, as a result of making payment of the debts without formal court audit or other formal estate administration. 3. The undersigned hereby forever fully release, compromise, settle and discharge any and all claims, demands, actions or causes of action, legal or equitable, absolute or contingent, vested or hereafter to accrue, which they may have against any other party hereto or against the Estate of Marielle H. Scofield, deceased or the personal representative thereof, by reason of any 118896.1 11/4/05 matter, cause or thing growing out of or relating to any property or assets of the said Estate of Marie11le H. Scofield, or growing out of or relating to any act of the personal representative in her individual handling of said Estate, even if attributable to negligence, and agree that any period for the limitation of actions for the collection or any erroneous distribution or distributions shall commence only at such time as the personal representative shall have obtained actual knowledge of such erroneous distribution and that in no event shall the period of collection of any erroneous distribution be less than two years after the actual discovery thereof by the personal representatives. 4. The undersigned agrees to execute such additional releases as the personal representative may submit in order to confirm her discharge from any further liability to the parties in connection with said Estate. 5. This Agreement, shall be binding upon the undersigned, their heirs, next of kin, personal representative, successors and assigns. 6. This Agreement may be signed in counterparts. IN WITNESS WHEREOF the undersigned has hereunto set her hand and seal the day and year first above written. CAROL Individua yand as Executrix of the Estate of Marielle H. Scofield Sworn to and subscribed before me this [-Hi day of DvtMDer 2005. j" ,()'..;;.~:- ) ,:- ~ ~ Lori A. B. Zerbe, t'-4o~arl Ii; j, I Of Harrbbu~~, Dauph-, CC'. L. __ ~~ _ _ ___.___.:~~~~~.,lan, it .~;../l_'..n;_] .~ .1 1188961 11/4105 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSE~ENT OF TAX 10-18-2005 SCOFIELD 12-17-2004 21 04-1177 CUMBERLAND 101 APPEAL DATE: 12-17-2005 (See rel1erse side under Objections) ~ount R~ittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 ~~!_~~~~~_!~!!_~!~~______~___!~!!!~_~g~~!_~g!!!9~_~g!_!g~!_!~~9!!!__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARIELLE H FILE NO. 21 04-1177 ACN 101 BUREAU OF INDIVIDUAL TAXES IIIHERITAIlCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN DONN L SNYDER SAUL EWING PO BOX 1291 HBG ESQ PA 17108 ESTATE OF SCOFIelD TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. ~rtgages/Notes Receivable (ScheduleD) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED U) (2) (3) (4) (5) (6) (7) 259~000.00 .00 .00 .00 25.660.04 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Dabts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. .bIow\t of Line 14 at Spousal rate (15) 16. A~t of Line 14 taxable at Lineal/Class A rate (16) 17. A~t of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: (9) UO) 57~932.90 -- REV-1547 EX AFP (06-05) MARIELlE H 227.470.97 (11) (12) (13) (14) .00 .00 .00 .00 X 00 = X 045 = X 12 = X 15 = DATE 10-18-2005 NOTE: To insure proper credi t to your account ~ sub.it the upper portion of this fOri! with your tax paYll8nt. 284,660.04 285.403 87 743.83- .00 743.83- (9)= .00 .00 .00 .00 .00 TAX CREDITS: RL'-L.... . ''''J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND_ SFF RFVFR~F ~TnF nF TWT~ ~nDM ~nD TU~TDlrTTnu~ , IN WITNESS WHEREOF the undersigned has hereunto set her hand and seal the day and year first above written. / f l , By: Sworn to and subscribed before me this /5"'f1L (~day of YO\{JnLber 2005. ~~I)~- Not Pu lic --;,r- .' ,.-. " J> .. , a)[~~OB~I\,~i MOfi.:':,,:-8~,}\t, .!!-~"~ ,', ,',",' C,,'"', " ~ ,"'" -'f ,...".....:,- "-J""";'''''' I,'"'V",, .... ....." '.', ...... \_~; ,...... , .l.' '.. ..,.. , ~ 't ~J'.~_.:"" 2;\p:~'e: ,.)L:\Y ::~:D07 , DD ::=,:,5:: ~J, c,,_", ,",,"='" ">,_',,,^ ,,"'..",.""0"'" . 118896,1 11/4/05 IN WITNESS WHEREOF the undersigned has hereunto set his hand and seal the day and year first above written. 118896.1 11/4105 6~1 SH,A,I\IA ANTOII\JE Commission # 1387935 i'Jotory Public - California ~ ,A,lameda County - MyComm. Emii8sNov29, 2CXJ6 IN WITNESS WHEREOF the undersigned has hereunto set her hand and seal the day and year first above written. o . see:p J'\QM:S SUZANNE S. STEPHENS Sworn to and subscribed before me this ,'S-t" daYO~embee 2005. ~f2 cf~ ry Public (j/ Notary Pl'!;'~, Fu!:nn County, Georgia My Commission ~xpiresAug. 01, 2009 118896.\ 1114105 IN WITNESS WHEREOF the undersigned has hereunto set his hand and seal the day and year first above written. ~\;L 1-(1 (cJ tz5l d DILLON F. SCOFIELD Sworn to and subscri~ed before me this / r day of I)~(P/I-..IJ-/ 2005. A It/) Notary Public :\\\\\'.\ ~ ~'.~ \~ III ~r!,'.IrI!"JI" :$o,,~ \ \,". t:. f-?01111~ ~ ~,,>_. "-./.~ ~ b.: '~""II' ~~ V ~ ~_")...'( ....\~\~~ tJlVt:-' ..v ~ $()~-~.~\,N -"r-o\o ~ ~-.':c'Y :"~("T ~',uJ% :: ~I>- '.~,.-..1 m~ = :: :~ .*= %* ~ A 21,)08 ~J': ~ ~ "~I ...-()i? ~ "iy , ..- \~y .. S ~1,; ..... LASTlt. '<J,,'''. '" '::.~ .'" 0 " " <').:V,.. ~ 1- ',...". \}V~ ~//I/'Ii~ r:.j! v \) \\\,\~'~ 'f11.;lJmHhl~U."\\ 118896.1 1114/05 IN WITNESS WHEREOF the undersigned has hereunto set his hand and seal the day and year first above written. EfiK.~ Swo and subscribed before me day of 2005. Subscribe me.~ r", on this Z ':::f . by" proved to me on the basis of satisfactory evidence to be the person~ who aopeared before me. Notary Public ~~~l~ ~k{)L. J.-.-.-.-.....-~.....-.-_- (I SANDRA S. BElK _ . Commlsalon # 1567861 ~ i .... Notary Public . CaHfomlo f j' Contra Costa county~ My Comm. Explrea May 7 ..............---.......--.......-----....:... 118896111/4/05