HomeMy WebLinkAbout02-0324Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Ella S. Hamilton No. 21-02-324
also known as
, Deceased
Donna G. Greene and Victor T. Gaspari, Jr.
Petitioner(s), who is/are 18 years of age or older, apply(les)for:
(COMPLETE 'A' or 'B' BELOW:)
Social Security No. 206 - 10- 9080
[] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors named in the last Will of
the Decedent, dated 02/23/00 and codicil(s) dated None
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante 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
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at 322 Lamp Post Lane
Decedent, then 84 years of age, died 03/17
Upper Allen Township
(list~reet, number, and municipality)
0.~2,at Messiah Village, Mechanlcsbur~,
(Location)
Decedent at death owned property with estir~ated 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
PA
$ 37,000.00
$
$
$ 155,000.00
situated asfollows: 322 Lamp Post Lane, Camp Hill, Hampden Twp., Cumberland Co., PA
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersi~lned:
S~~n~ature /
Typedorpri~ednameandresidence
Donna G. Greene
3803 Bellows Drive, Camp Hill, PA 17011
Victor T. Gaspart, Jr.
45 Allen Drive, Shermansdale, PA 17090
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
21-02-324
I, ELLA S. HAMILTON, now of 322 Lamp Post Lane, Camp Hill, Cumberland County,
Pennsylvania 17011, do publish and declare this to be my Last Will and Testament, hereby
revoking all other prior wills and codicils made by me.
FIRST: Family Background and Appointment of Executor.
(A) Family and Background Information. I am not married. I am widowed.
(B) Appointment of Executor. I appoint as my Executor (all hereinafter referred to as
Executor or Executor(s)) under this Will, the following named persons to serve without bond and
without being required to account to any Court:
Executors: My nephew, VICTOR T. GASPARI, JR., and my niece,
DONNA G. GREENE, to act jointly or individually.
SECOND: Funeral and Last Illness Expenses; Taxes.
(A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral
expenses and the expenses of my last illness from my estate.
(B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession,
legacy, transfer and other death taxes or duties, by whatever name called, including any and all
interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death,
upon or with respect to any and all property included in my gross estate for the purpose of such
taxes, whether such property passes under or outside of this Will, out of my residuary estate,
without being prorated or apportioned among or charged against the respective devises, legatees,
beneficiaries, transferees, or other recipients of any such property or charged against any property
passing or which may have passed to any of them The Executor shall not be entitled to
reimbursement for any portion of any such taxes from any such person.
THIRD: Tangible Personal Property. Except for those items excluded below and
those items enumerated in the Letter of Instruction, I bequeath to my nephew, VICTOR T.
GASPARI, JR., and my niece, DONNA G. GREENE, all tangible personal property, including
but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor vehicles, and all
other similar articles, which I own, and the insurance thereon. Any items not selected may be
distributed or sold in the sole discretion of my executor and, if sold, the net proceeds therefrom
shall be added to the residue of my estate.
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 2
Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated
and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to
the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such
Letter of Instruction shall determine the distribution of such items.
FOURTH: Residua~ Gifts.
(A) I give, devise and bequeath all the rest, residue and remainder of my estate, of
every kind and character, real, personal and mixed, tangible and intangible, and wherever situated,
including any lapsed or renounced legacies or devises to my nephew, VICTOR T. GASPARI,
JR., and my niece, DONNA G. GREENE, provided that if VICTOR T. GASPARI, JR.,
predeceases me, then his share shall be distributed to DONNA G. GREENE and if DONNA G.
GREENE predeceases me, then her share shall be distributed to her children, per stirpes. If
DONNA G. GREENE, prede~without surviving issue, then I leave her share to
VICTOR T. GASPARI, JR, ff2~r stirpes( If and in the event that any individual challenges or
contests my gifts, devises, and bequests, whether such gifts, devises, and bequests were
made through this will or by lifetime arrangement, then such individual shall be denied a
distribution and they and their heirs shall be treated as though they had all predeceased
me. I have given careful thought to my estate planning and believe one of the most divisive
events that can occur in a family is an argument over assets during administration.
Therefore, I have designed this penalty to encourage the beneficiaries of my estate to work
together and accept my plan. Under this section, I particularly oppose the interference or
challenge of DOMINICK STAGO, RUTHANN STAGO, JESSE C. STAGO, TItOMAS
STAGO, JACKIE ADAMS, and GRANT ADAMS.
(B) Distributions During Administration. Prior to final distribution of my estate, the
Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts.
As a consequence, the Executorship and any Trusts created under this Will may exist
contemporaneously. A distribution may be made subject to any indebtedness or liability of my
estate.
FIFTH: Spendthrift Provision. No beneficiary shall have the power to anticipate,
encumber or transfer his or her interest in the estate in any manner other than by the valid exercise
of a power of appointment. No part of the estate shall be liable for or charged with any debts,
contracts, liabilities or torts ora beneficiary or subject to seizure or other process by any creditor
of a beneficiary.
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 3
SIXTH: Powers of Executor. In addition to the powers and duties as may have been
granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the
Executor shall have and exercise exclusive management and control of the Estate and shall be
vested with the following specific powers and discretion, in addition to the powers as may be
generally conferred from time to time upon him by law:
(A) In the management, care and disposition of the Estate, the Executor shall have the
power to do all things and to execute such deeds and instruments as may be deemed necessary or
proper, including the following powers, all of which may be exercised without order of or report
to any Court:
(1) To sell, exchange or otherwise dispose of any property, real, personal
or mixed, at any time held or acquired hereunder, at public or private sale, for cash
or on terms, without advertisement, including the right to lease for any term
notwithstanding the period of the Estate, and to grant options, including any
option for a period beyond the duration of the Estate.
(2) To invest all monies in such stocks, bonds, securities, mortgages,
notes, choses in action, real estate or improvements thereon, and any other
property as the Executor may deem best, without regard to any law now or
hereafter enforced limiting investments of fiduciaries.
(3) To retain for investment any property deposited with the Executor
hereunder.
(4) To vote in person or by proxy any corporate stock or other security
and to agree to or take any other action in regard to any reorganization, merger,
consolidation, liquidation, bankruptcy or other procedure or proceedings affecting
any stock, bond, note or other security.
(5) To use attorneys, real estate brokers, accountants and other agents, if
such employment is deemed necessary or desirable, and to pay reasonable
compensation for their services.
(6) To compromise, settle or adjust any claim or demand by or against the
Estate and to agree to any rescission or modification of any contract or agreement
affecting the Estate.
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 4
(7) To renew any indebtedness, as well as to borrow money, and to secure
the same by mortgaging, pledging or conveying any property of the Estate,
including the power to borrow at a reasonable rate of interest.
(8) To retain and carry on any business in which the Estate may acquire an
interest, to acquire additional interest in any such business, to agree to the
liquidation in kind of any corporation in which the Estate may have an interest.
(9) To register any stock, bond or other security in the name of a nominee,
without the addition of words indicating that such security is held in a fiduciary
capacity, but accurate records shall be maintained showing that such security is a
Estate asset and the Executor shall be responsible for the acts of such nominee.
(B) In making distributions from the Estate to or for the benefit of any minor or other
person under a legal disability, the Executor need not require the appointment of a guardian, but
shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver
the same to such person without the intervention of a guardian, to pay or deliver the same to a
legal guardian of such person if one has already been appointed, or to use the same for the benefit
of such person.
(C) In the disbursement of the Estate and any division into separate trusts or shares,
the Executor shall be authorized to make the distribution and division in money or in kind, or
both, regardless of the basis for income tax purposes of any property distributed or divided in
kind, and the distribution and division made and the values established by the Executor shall be
binding and conclusive on all persons taking hereunder. The Executor may in making such
distribution or division allot undivided interests in the same property to several trusts or shares.
(D) The Executor shall have discretion to determine whether items should be charged
or credited to income or principal or allocated between income and principal as the Executor may
deem equitable and fair under all circumstances, including the power to amortize or fail to
amortize any part or all of any premium or discount, to treat any part or all of the profit resulting
from the maturity or sale of any asset, whether purchased at a premium or at a discount, as
income or principal or apportion the same between income and principal, to apportion the sales
price of any asset between income and principal, to treat any dividend or other distribution of any
investment as income or principal, or apportion the same between income and principal, to charge
any expense against income or principal or apportion the same, and to provide or fail to provide a
reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 5
obsolescence, all as the Executor may reasonably deem equitable and just under all the
circumstances.
SEVENTH: Rights and Liabilities of Executor.
(A) No bond or other security shall be required of any Executor.
(B) This instrument always shall be construed in favor of the validity of any act or
omission by any Executor, and any Executor shall not be liable for any act or omission except in
the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any
investment of the estate, the overall performance of the entire estate shall be taken into account.
(C) Each Executor shall be entitled to receive reasonable compensation for services
actually rendered to my estate, in an amount the Executor normally and customarily charges for
performing similar services during the time which he/she performs the services.
EIGHTH: Tax Elections. In determining the estate, inheritance and income tax liability
relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive
on all concerned. In accordance with IRC Section 2632(a) and without regard to whether a
Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal
Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation
skipping transfer which may occur under this Will.
NINTH: Definitions and General Provisions.
(A) Survival. Any beneficiary who dies within sixty (60) days after my death shall be
considered not to have survived me.
(B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired,
including income, which may belong to a Trust at any given time.
(C) Children. Except for discretionary distributions which may be made unequally
among a group of persons and distributions pursuant to a valid exercise of a Power of
Appointment, in making a distribution to the children of any person, the property to be distributed
shall be divided into as many shares as there are living children of the person and deceased
children of the person who left children who are then-living Each living child shall take one share
and the share of each deceased child shall be divided among his then-living descendants in the
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 6
same manner. A posthumous child shall be considered as living at the death of his parent.
(D) Code. Unless otherwise stated, all references in my Will to section and chapter
numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding
provisions of any subsequent federal tax laws applicable to my estate.
(E) Other terms. The use of any gender includes the other genders, and the use of either
the singular or the plural includes the other.
(F) Captions. The captions set forth in this Will at the beginning of the various divisions
hereof are for convenience of reference only and shall not be deemed to define or limit the
provisions hereof or to affect in any way their construction and application.
(G) Powers of Appointment are Exercised. By this Will I exercise any Power of
Appointment which I may possess at my death.
IN WITNESS WHEREOF, I, ELLA S. HAMILTON, the Testatrix, have to this my
Last Will and Testament, typewritten on §even (7) pages, including the Acknowledgment and
Affidavit, set my hand and seal this ~rCCday of February, 2000.
ELLA S. HAMILTON
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and
Testament, in the presence of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of
us further declares that he or she believes the Testatrix to be of sound mind and memory. The
preceding instrument consists of this and six (6) other consecutively numbered typewritten pages
including the Acknowledg~nt and Affidavit.
(print name)
(print name)
residing
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ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
The Testatrix and the witnesses whose names are signed and subscribed to the attached or
foregoing instrument, being first duly sworn and qualified according to law, do hereby
acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed
the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or
willingly directed another to sign it for her; that she executed it as her free and voluntary act for
the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign
and execute the instrument as her Last Will; that each subscribing witness in the hearing and sight
of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix
was at that time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
Witness
Sworn to or affirmed, sub.~ribed to, and acknowledged, before me by the above-named
Testatrix and witnesses, this ~_~£{~day of February, 2000.
- Notar~Publ~c * -/
My Commission Expires:
CeTr.... Notarial Seal
acl L. Sepkovic, Notary Public
moyne Boro, Cumberland County
Commission Expires July 7, 2003
I~,~(-r:::.:,,'. P¢,~p? ,!' "~ nia AgsociatJon of Notaries
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Ella S. Hamilton
Date of Death: March 17, 2002
Estate Number: 21-02-0324
To the Register:
I certify that notice of beneficial interest 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
April 19, 2002:
Name Address
Donna G. Greene 3803 Bellows Drive, Camp Hill, PA 17011
Victor T. Gaspari, Jr. 45 Allen Drive, Shermansdale, PA 17090
Notice has now been given to all persons entitled the~xcept N/A.
Date: April 19, 2002 s~gnatu~
Name: David J. Lenox, Esquire
Address: One S. Baltimore St.
Dillsburg, PA 17019
Telephone: (717) 432-9666
Capacity: Counsel for personal Rep.
RegiSter of Wills of Cumberland. County, Pennsylvania
Estate of Ella S. Hamilton
also known as
RENUNCIATION
Deceased
The undersigned, nephew
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to
Donna G. Greene
of
WITNESS Victor T. Gaspari Jr. 's handthis 4th dayof June
' (/ (Si~ture)
45 Allen Drive
Shermans Dale, PA 17090
(Address)
(Signature)
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
before me this 4th day
of June ,i~[ 2002
My Commission Expires:
(Signature and seal of Notary or other official
qualified to administer oaths, S hew date of
expiration of Notary's commission.)
Notarial Seal
Teri L. Walker, Notary Public
Lemoyne Bom, Cumberland County
My Commission Expires Jan. 20, 2003
Member, Pennsylvania Association et Notaries
NOTE: Renunciations executed outside the Office of Register of Wills
in some counties are required to be notarized.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSysterns, Inc. Form #RW-4 (1991)
THE WILEY GROUP
Attorn¢-ys at Law
Wiley · kenox · Colgan · Marzzacco · ?.C.
June 12, 2002
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
In Re:
Estate of Ella S. Hamilton
Number 21-02-0324
Dear Register:
Enclosed please find a check from the Estate of Ella S. Hamilton in the amount of $40,850.00 for
prepayment of inheritance tax. This payment is being made on an estimated estate as follows:
$286,666.66 ~ 15% for a total tax of $43.000.00 less the 5% discount of $2,150.00 equals the
payment of $40,850.00.
Please return a receipt to my office in the envelope provided.
Thank you for your assistance.
Sincerely,
jh/djl
encl.
Jan M. Wiley ° David J. Lenox · Timothy J. Colgan ° Christopher J. Marzzacco · Christine J. Taylor
1 South Baltimore Street ° Dillsburg, PA 17019 ° Phone: (717) 432-9666 · (800) 682-4250 · Fax: (717) 432-0426
Offices in Harrisburg · York · Carbondale
Salomon Smith Barney Inc..
DATE: 06i1~..-_"/0~:, i'~E(}UES'T=~: 01036 CHECt-<'.~!~.~
A M (::) U !'..I 'T' .-".
7 ;:.'?. 4-.... 01388..-. '1.-3-0 '!,. 5
E L i... A c..; - ,, .-,, -~. .... <-, ,.
.... H ?.~. l .i.L. 1 uu ,1 ,, I:) ~'5: C
DONNA :."_':~ GREE::NE AND
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001294
DAVID J LENOX ESQUIRE
ONE SOUTH BALTIMORE STREET
DILLSBURG, PA 17019
fold
ESTATE INFORMATION: SSN: 206-10-9080
FILE NUMBER: 2102-0324
DECEDENT NAME: HAMILTON ELLA S
DATE OF PAYMENT: 06/1 4/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/17/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $40,850.00
TOTAL AMOUNT PAID:
$40,850.00
REMARKS: SOLOMON SMITH BARNEY
C/O DAVID J LENOX ESQ
SEAL
CHECK# 00724-92184
INITIALS: SK
RECEIVED BY'
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001302
DAVID J LENOX ESQUIRE
ONE SOUTH BALTIMORE STREET
DILLSBURG, PA 17019
........ fold
ESTATE INFORMATION: SSN: 206-10-9080
FILE NUMBER: 2102-0324
DECEDENT NAME: HAMILTON ELLA S
DATE OF PAYMENT: 06/17/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/17/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,850.00
TOTAL AMOUNT PAID:
$2,850.00
REMARKS: DONNA S GREENE
C/O DAVID J LENOX ESQUIRE
SEAL
CHECK# 112
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
[] 1. original Return
[] 4. Limited Estate
[] 6. Decedent Died Testate (Attach copy
of Will)
[] 9. Litigation Proceeds Received
~¢iMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN i FILE NUMBER
.~ DEPARTMENT OF REVENUE
OE.T. 28~o~ RESIDENT DECEDENT 2 ! 02 00324
HARRISBURG. PA 17128-0601 + . ~ CO~UN_ ._TY CODE YE_AR NUMBER_
: oECEDEN+;S NAME (LAS'~i FIRS+, AND MIDDt_~ INITIAL) ...... ~ ........ SOCIAL SECURITY NUMBER
Hamilton, Ella S. i 206-10-9080
[ bATE <DF DEATH (MM-DO-YEAR) [:)ATE O~ BIRTH (MM:DD-y~Ri
i i THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
03/17/2002 · 01/27/1918 i REGISTER OF WILLS
i(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INiTiAL.~ i SOCIAL SECURITY NUMBER
[] 2. Supplemental Return [] 3. RemainderRe~um (date of-d~athpdorto 1~:'~-82)
[] 4a. Future Interest Compromise (date of death after [] 5. Federal Estate Tax Return Required
12~12-82)
[] 7. Decedent Maintained a Living Trust (Attach I 8. Total Number of Safe Deposit Boxes
copy of Trust)
[] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O)
',lAME i COMPLETE MAILING ADDRESS
I David J Lenox, Esq.
'-IRM NAME (If applicable)·
: 1 S. Baltimore Street
The Wiley Group
~'~I-EPHoNE NUMBER '! Dillsburg, PA 17019
~ 717/432-9666 i
10.
11.
12.
13.
14.
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)
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
Total Deductions (total Lines 9 & 10)
(1) 206,370.81.
(2) 3,196.68
(3) None
(4) None
(5) 46,089.07
(6) 86,991.25
(7) 14,733.73
(9) 35,558.91
(10) 4,828.03
(8) 357,381.54
(11) 40,386.94
Net Value of Estate (Line 8 minus Line 11 )
Charitable and Governmental Bequests/Sec 9113 Trusts for which an ejection to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00
or transfers under Sec. 9116(a)(1.2) ~
(12) 316,994.60
(13)
(14) 316,994.60
(15)
16. Amount of Line 14 taxable at lineal rate
X
.045
(16)
17.Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate 316,994.60
19. Tax Due
20. []
x .12
x .15
(17)
(18)
(19)
47,549.19
47,549.19
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
cSTREET ADDRESS
.~ 322 Lamp Post Lane .
ITY Camp Hill iSTATE
'ZIP
PA 17011
Tax Payments and Credits:
47,549.19
1. Tax Due (Page 1 Line 19) (1) .
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 43,700.00
C. Discount 2,300.00
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2) 46,000.00
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) _ 1,549.19
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
1,549.19
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ..................................................................................
b. retain the right to designate who shall use the property transferred or its income; ....................................
c. retain a reversionary interest; or ..................................................................................................................
d. rece ve the prom se for fe of ether payments, benefits or care? ..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate considerat on? ................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of
p_~parer other than the personal representative is based on ail information of which preparer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
,~.,~,na G. GreTe , ,~ 3803 Bellows Drive /
c->w r'r~?-'-; ~.,~.'.*e--''t, (0 t. ea. . Camp Hill, PA 17011 /..2./1~?/ (2
SPONSIBLE FOR FILING RETURN ADDRE~ ' ~ -[DATE '
~IlSNCFI'URE OK PRE~AR EsENTATivE ADDress - ~ ' ~ DATE;
David J Lenox, I~sq. I .' 1 S. Baltimore Street
Dillsburg, Pa 17019
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. }9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. }9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is lhe only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116
1.2) [72 P.S. §0116 (a) (1)1.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
I, ELLA S. HAMILTON, now of 322 Lamp Post Lane, Camp Hill, Cumberland County,
Pennsylvania 17011, do publish and declare this to be my Last Will and Testament, hereby
revoking all other prior wills and codicils made by me.
FIRST: Family Background and Appointment of Executor.
(A) Family and Background Information. I am not married. I am widowed.
(B) Appointment of Executor. I appoint as my Executor (all hereinafter referred to as
Executor or Executor(s)) under this Will, the following named persons to serve without bond and
without being required to account to any Court:
Executors: My nephew, VICTOR T. GASPARI, JR., and my niece,
DONNA G. GREENE, to act jointly or individually.
SECOND: Funeral and Last Illness Expensesl Taxes.
(A) Expenses of Funeral and Last Hiness. I direct my Executor to pay my funeral
expenses and the expenses of my last illness from my estate.
(B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession,
legacy, transfer and other death taxes or duties, by whatever name called, including any and all
interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death,
upon or with respect to any and all property included in my gross estate for the purpose of such
taxes, whether such property passes under or outside of this Will, out of my residuary estate,
without being prorated or apportioned among or charged against the respective devises, legatees,
beneficiaries, transferees, or other recipients of any such property or charged against any property
passing or which may have passed to any of them. The Executor shall not be entitled to
reimbursement for any portion of any such taxes from any such person.
THIRD: Tangible Personal Property_. Except for those items excluded below and
those items enumerated in the Letter of Instruction, I bequeath to my nephew, VICTOR T.
GASPARI, JR., and my niece, DONNA G. GREENE, all tangible personal property, including
but not limited to clothing, jewelry, heirlooms, furniture, personal effects, motor vehicles, and all
other similar articles, which I own, and the insurance thereon. Any items not selected may be
distributed or sold in the sole discretion of my executor and, if sold, the net proceeds therefrom
shall be added to the residue of my estate.
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 2
Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated
and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to
the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such
Letter of Instruction shall determine the distribution of such items.
FOURTH: Residua~ Gifts.
(A) I give, devise and bequeath all the rest, residue and remainder of my estate, of
every kind and character, real, personal and mixed, tangible and intangible, and wherever situated,
including any lapsed or renounced legacies or devises to my nephew, VICTOR T. GASPARI,
JR., and my niece, DONNA G. GREENE, provided that if VICTOR T. GASPARI, JR.,
predeceases me, then his share shall be distributed to DONNA G. GREENE and if DONNA G.
GREENE predeceases me, then her share shall be distributed to her children, per stirpes. If
DONNA G. GREENE, predecea~m__es without surviving issue, then I leave her share to
VICTOR T. GASPARI, JR, d}_ey stirp~'s? If and in the event that any individual challenges or
contests my gifts, devises, and bequests, whether such gifts, devises, and bequests were
made through this will or by lifetime arrangement, then such individual shall be denied a
distribution and they and their heirs shall be treated as though they had all predeceased
me. I have given careful thought to my estate planning and believe one of the most divisive
events that can occur in a family is an argument over assets during administration.
Therefore, I have designed this penalty to encourage the beneficiaries of my estate to work
together and accept my plan. Under this section, I particularly oppose the interference or
challenge of DOMINICK STAGO, RUTHANN STAGO, JESSE C. STAGO, THOMAS
STAGO, JACKIE ADAMS, and GRANT ADAMS.
(B) Distributions During Administration. Prior to final distribution of my estate, the
Executor, in his discretion, may make partial distributions to one or more beneficiaries or Trusts.
As a consequence, the Executorship and any Trusts created under this Will may exist
contemporaneously. A distribution may be made subject to any indebtedness or liability of my
estate.
FIFTH: Spendthrift Provision. No beneficiary shall have the power to anticipate,
encumber or transfer his or her interest in the estate in any manner other than by the valid exercise
ora power of appointment. No part of the estate shall be liable for or charged with any debts,
contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor
of a beneficiary.
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 3
SIXTH: Powers of Executor. In addition to the powers and duties as may have been
granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the
Executor shall have and exercise exclusive management and control of the Estate and shall be
vested with the following specific powers and discretion, in addition to the powers as may be
generally conferred from time to time upon him by law:
(A) In the management, care and disposition of the Estate, the Executor shall have the
power to do all things and to execute such deeds and instruments as may be deemed necessary or
proper, including the following powers, all of which may be exercised without order of or report
to any Court:
(1) To sell, exchange or otherwise dispose of any property, real, personal
or mixed, at any time held or acquired hereunder, at public or private sale, for cash
or on terms, without advertisement, including the fight to lease for any term
notwithstanding the period of the Estate, and to grant options, including any
option for a period beyond the duration of the Estate.
(2) To invest all monies in such stocks, bonds, securities, mortgages,
notes, choses in action, real estate or improvements thereon, and any other
property as the Executor may deem best, without regard to any law now or
hereafter enforced limiting investments of fiduciaries.
(3) To retain for investment any property deposited with the Executor
hereunder.
(4) To vote in person or by proxy any corporate stock or other security
and to agree to or take any other action in regard to any reorganization, merger,
consolidation, liquidation, bankruptcy or other procedure or proceedings affecting
any stock, bond, note or other security.
(5) To use attorneys, real estate brokers, accountants and other agents, if
such employment is deemed necessary or desirable, and to pay reasonable
compensation for their services.
(6) To compromise, settle or adjust any claim or demand by or against the
Estate and to agree to any rescission or modification of any contract or agreement
affecting the Estate.
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 4
(7) To renew any indebtedness, as well as to borrow money, and to secure
the same by mortgaging, pledging or conveying any property of the Estate,
including the power to borrow at a reasonable rate of interest.
(8) To retain and carry on any business in which the Estate may acquire an
interest, to acquire additional interest in any such business, to agree to the
liquidation in kind of any corporation in which the Estate may have an interest.
(9) To register any stock, bond or other security in the name ora nominee,
without the addition of words indicating that such security is held in a fiduciary
capacity, but accurate records shall be maintained showing that such security is a
Estate asset and the Executor shall be responsible for the acts of such nominee.
(B) In making distributions from the Estate to or for the benefit of any minor or other
person under a legal disability, the Executor need not require the appointment of a guardian, but
shall be authorized to pay or deliver the same to the custodian of such person, to pay or deliver
the same to such person without the intervention of a guardian, to pay or deliver the same to a
legal guardian of such person if one has already been appointed, or to use the same for the benefit
of such person.
(C) In the disbursement of the Estate and any division into separate trusts or shares,
the Executor shall be authorized to make the distribution and division in money or in kind, or
both, regardless of the basis for income tax purposes of any property distributed or divided in
kind, and the distribution and division made and the values established by the Executor shall be
binding and conclusive on all persons taking hereunder. The Executor may in making such
distribution or division allot undivided interests in the same property to several trusts or shares.
(D) The Executor shall have discretion to determine whether items should be charged
or credited to income or principal or allocated between income and principal as the Executor may
deem equitable and fair under all circumstances, including the power to amortize or fail to
amortize any part or all of any premium or discount, to treat any part or all of the profit resulting
from the maturity or sale of any asset, whether purchased at a premium or at a discount, as
income or principal or apportion the same between income and principal, to apportion the sales
price of any asset between income and principal, to treat any dividend or other distribution of any
investment as income or principal, or apportion the same between income and principal, to charge
any expense against income or principal or apportion the same, and to provide or fail to provide a
reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or
LAST WILL AND TESTAMENT
OF
ELLA S. HAMILTON
PAGE 5
obsolescence, all as the Executor may reasonably deem equitable and just under all the
circumstances.
SEVENTH: Riehts and Liabilities of Executor.
(A) No bond or other security shall be required of any Executor.
(B) This instrument always shall be construed in favor of the validity of any act or
omission by any Executor, and any Executor shall not be liable for any act or omission except in
the case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any
investment of the estate, the overall performance of the entire estate shall be taken into account.
(C) Each Executor shall be entitled to receive reasonable compensation for services
actually rendered to my estate, in an amount the Executor normally and customarily charges for
performing similar services during the time which he/she performs the services.
EIGHTH: Tax Elections. In determining the estate, inheritance and income tax liability
relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive
on all concerned. In accordance with IRC Section 2632(a) and without regard to whether a
Federal estate tax return is actually filed, my Executor shall allocate so much of the Federal
Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation
skipping transfer which may occur under this Will.
NINTH: Definitions and General Provisions.
(A) Survival. Any beneficiary who dies within sixty (60) days after my death shall be
considered not to have survived me.
(B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired,
including income, which may belong to a Trust at any given time.
(C) Children. Except for discretionary distributions which may be made unequally
among a group of persons and distributions pursuant to a valid exercise of a Power of
Appointment, in making a distribution to the children of any person, the property to be distributed
shall be divided into as many shares as there are living children of the person and deceased
children of the person who left children who are then-living Each living child shall take one share
and the share of each deceased child shall be divided among his then-living descendants in the
LAST WILL AND TESTAMENT
OF
ELLA S. ltAMILTON
PAGE 6
same manner. A posthumous child shall be considered as living at the death of his parent.
(D) Code. Unless otherwise stated, all references in my Will to section and chapter
numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding
provisions of any subsequent federal tax laws applicable to my estate.
(E) Other terms. The use of any gender includes the other genders, and the use of either
the singular or the plural includes the other.
(F) Captions. The captions set forth in this Will at the beginning of the various divisions
hereof are for convenience of reference only and shall not be deemed to define or limit the
provisions hereof or to affect in any way their construction and application.
(G) Powers of Appointment are Exercised. By this Will I exercise any Power of
Appointment which I may possess at my death.
IN WITNESS WHEREOF, I, ELLA S. HAMILTON, the Testatrix, have to this my
Last Will and Testament, typewritten on_~even (7) pages, including the Acknowledgment and
Affidavit, set my hand and seal this ~t~day of February, 2000.
ELLA S. HAMILTON
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and
Testament, in the presence of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of
us further declares that he or she believes the Testatrix to be of sound mind and memory. The
preceding instrument consists of this and six (6) other consecutively numbered typewritten pages
including the Acknowled~nt and Affidavit.
(print name)
(print name)
residing
residing at
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
The Testatrix and the witnesses whose names are signed and subscribed to the attached or
foregoing instrument, being first duly sworn and qualified according to law, do hereby
acknowledge, depose and say to the undersigned authority, that the Testatrix signed and executed
the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or
willingly directed another to sign it for her; that she executed it as her free and voluntary act for
the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign
and execute the instrument as her Last Will; that each subscribing witness in the hearing and sight
of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix
was at that time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
Witness
Sworn to or affirmed, subsjzribed to, and acknowledged, before me by the above-named
Testatrix and witnesses, this ~£d4day of February, 2000.
' ~"Notar~fPubl~c ~- /
My Commission Expires:
~'~ Notarial Seal
Tracl L. Sepkovic, Notary Public
.L. em~oyne Boro, Cumberland County
~~ii:M Commission Expires July 7, 2003
~,,%;-r~::~,% ~%~,~;',~'.~n!a A~sociation of Notaries
SAFE DEPOSIT BOX,
INVENTORY
Pbease Print or
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
DcOUNTY CODE ~ FILE NUMBER
~4~j ADDRESS OF' DECEDENT IS'mEEI)
I~ f. OCIAL SECURITY OR DEATH CERTIFICATE NUMBEI~
DATE OF DEAI~
(CITY)
UNAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
~ NAM~, ADDRESS AND RELATIONSHIP JIF ANY} TO DECEDENT, OF PERSONJS) PRESENT AT THE BOX OPENING
(S'IATE} (ZIP CODE(
)STATE) (DP CODE)
JSTATE) (2m CODe)
(STREET ADD~eS$i ICITY)
~ .~I.~ x~,ll
i AME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SA~E DEPOSIT BO:( IS LOCATED
AMD
ISTATE) (ZIP CODE)
NAME OF PERSON/MAKING LAST
DATE D1~ CONTRACT TO R~T'B~X ~ NUMBER OF BOX
N~ME AND ADDRESS O~ PER,ON(S) ~Vf~G ~CC~$~ TO BOX
(NAME)
(STREET
(CITY) (STATE)
(C
(STATE) IZJP CODE)
DATE AND TIME OF LAST ENTRY
TITLE UNDER WHICH BO~ IS REGISTERED
(ZiP COD~) ICITY)
(STATE) (ZIP CODE)
NAME AND TITLe: OF EMPLOYE TAKING THE INVENTORY
'~] i~,.' 'J' 'f ......
~WAS A WILL IN THE BOX? DYES ~O If Vel, a. Date of wilh
~/~-
(STREET ~DD'RESS) )CITY) (STATEI (ZIP CODE)
¢. H.mm and address of afro,ney, iJ oar
(NAME)
(STREET ADDRESS) ICILY) (STATE) (ZiP CODE)
£~4t~91~,n~'~s. ~. ~- ~c 71 7-783-4447 HBG D]ST OFFICE "'"'-'
SAFE DEPOSIT BOX INVENTORY
of.
II !$TRUCTION$
(1) Cask: Report total only.
(2) Stock~: List in detail every common or preferred certificate, warrant or other rights found in box Stocks are
to be designated by name of company, certificate number, dote of certificate, name in which stock is registered,
and number of shares and class of stack.
(3) Ob|igatiam~ of U. S, Government: Number of items, date of issue, face value, names in which registered
and type of ownership, i.e., jointly held, payable on death,
14) E, onds: Dgsignate by name, amount, serial number, or other designation. (Bearer Bonds}
(5) Bank and Sovlng~ and Loan Passbooks: Stme name of depo~itor, number of book, last date
book, name of bank and branch, and boJance.
(6) JeweJr¥~ Cains, .Starnp~ /~anuscripts, ere: List and d~scrJbe as fully as possibJe.
(7) Deeds, Mortgages, Current insurance Policies ar other evidences of indebtednes,~: List and describe
fully a~ po~sibie.
(8) All other contents.
ITEM DESCRIPTION
il CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD S } PERSON RECEIVING COPY OF
i CORREC1 AND COMPLETE TO THE egST O~,~MY KNOWLED,.GE AND BEL, JEF.J S&P~.DEPO$~,T-BOX INVENTORY~.
~ ~'' ~ ~- r'- J P PPROP~[~OK BELOW
J~i~T T'I"tLE CNECK ~PPRO~RIATE
NOTE: ~ttalh additlonoJ g'l:" x 1 1" sheet ii) Jf neJellary or use duplicaJac of thJl page of for~..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Hamilton, Ella S. 21 - 02 - 00324
All rea! prope .r~y owned solely or as,,a t.enant in comm. on must.be re, ported at fair mar. ket value. Fair mar. ket value is defined as the price
at whicn property would be excnangeo oetween a willing buyer ana a wimng seller, neither being compelled to ouy or 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 DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1
2
Sale of home & property situate at 322 Lamp Post Lane, Camp Hill, Cumberland County, PA:
Tax Proration Due Estate:
204,900.00
1,470.81
TOTAL (Also enter on Line 1, Recapitulation) 206,370.81
A. Settlement Statement
U.S. Depadmenl of Housing
and Urban Development ~
B~Type of Loan
'1.4. [] [] vAFHA 2.5. [] [] Conv.FmHA Ins. 3. --~] Cony. Unlns I I F"e2472?Number Loan,~P0939ADNUmber I Mortgage Insurance Case Number
C. NOTE:This form Is furnished to give you a statemenl of actual setllement costs, Amounts paid to and by the settlement agent are shown.
Items marked "p.o.c" were paid outside of closing; they are shown here for Informational purposes and are not Included In the totals.
D. NAME AND ADDRESS OF BORROWER: KENNETHA. ULRICH
. ,PA
E, NAME AND ADDRESS OF SELLER: ESTATE OF ELLA S. HAMILTON A/K/A ELLA
HAMILTON
F, NAME AND ADDRESS OF LENDER: WASHIN(~TON SAVINGS BANK
,PA
G. PROPERTY 322 LAMP POST LANE
LOCATION: CAMP HILL, PA 17011
DONNA B. ULRICH
,PA
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
TIN:
Cedar Cliff Abstract Agency, Inc.
414 Brfdge SbeeK New Cumberland, PA 17070
23-2133165
I. SETTLEMENT DATE: 09/26/2002
J. SUMMARY OF BORROWER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER:
101. Contract Sales Pdce ~1204,900, (lO
102. Personal Property
103. Seffiements charges to borrowm':
(from line t400) $4,531.45
104.
105.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
106. City/town taxes 09/26/2002 to 01/01/2003
107. CountyTaxes to
108. Assessments 09/26/2002 to 07/01/2003
109.
110.
111.
112.
120. GROSS AMOUNT DUE FROM BORROWER:
$124.46
$1,341.99
$4.36
$210,902.26
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER:
201. Deposit or earnest money
202, Principal amount of new loan(s)
203. Existing loan(s) taken subject lo
204.
205.
206.
207,
208.
209.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. City/town taxes to
211. County taxes to
212. Assessmen~ to
213.
214.
215.
216.
217.
218.
219.
220. TOTAL PAID BY/FOR
BORROWER:
'~00. CA,~H Ar $1:1 iLEMENT FROM/I O BORR(JWEH:
$5,000. O0
$163,900. O0
$168,900. O0
$210,902.26
$168,900.00
$42,002.26
301. Gross amount due from borrower {line 120)
302. Less amount paid by/for borrower (line 220)
3O3.
CASH
( BFROM ) ( U TO ) BORROWER:
RESCISSION DATE:
K. SUMMARY OF SELLER'S TRANSACTION
400. GROSS AMOUNT DUE TO SELLER:
401. Contract Sales Price ~1204r 900. O0
402. Personal property
403.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
406. City/town Taxes 09/26/2002 to 01/01/2003 $124.46
407. County Taxes to
408. Assessments 09/26/2002 to 07/01/2003 $1,341.99
409. TRASH/SEWER $4.36
410.
411.
412.
420. GROSS AMOUNT DUE TO SELLER: $206,370.81
500. REDUCTIONS IN AMOUNT DUE TO SELLER:
501. Excess deposit (see instructions)
502. Settlement charges to seller (line 1400) $14,734. O0
503. Existing loan(s) taken subject [o
504. Payoff of first mortgage loan
505. Payoff of second mortgage loan
506.
507.
508.
509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
510. City/town taxes to
511. County taxes to
512. Assessments to
513.
514.
515.
516.
517.
518.
519.
520. TOTAL REDUCTIONS
IN AMOUNT DUE TO SELLER:
600. CASH At SEI ILEMENI I{..)IFROM SELLER
$14,734.00
601, Gross amount due to seller {line 420) $206,370.8i
602. Less reductions in amt. due seller (line 520) $14,734. O0
603. CASH ([']FROM) (~]TO) SELLER: $191,636.0!
HUD-1 (3-86) - RESPA, HB 4305.2
PAGE 1
700. TOTAL SALES/BROKER'S COMMISSION
BASED ON PRICE
SETTLEMENT CHARGES
$204,900. O0 Q
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
$8 ~172. 00 k~ fi~4~$2~q~ GROr,,r~
?02. $8 ~122. 00 to Z~R[II;~V~ TJ.~Ot4~$ON i~30D
703. $0. O0
$12,294.00
PAID FROM
BORROWER'S
FUNDS
AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS
AT
SE'I-I'LEMENT
zo4. .fO. oo to
705. Commission paid al ~eUleme~t $12,294. O0
zo~. ~a~r:r~.~ t,m:~,~so~ ~OOD-~'~SACTZO~
~00. ITEMS PAYABLE IN CONNECIION WITH LOAN:
801. LosemlginaUsefee % to N2[SHZ~G2~ON SA~ZHG$
$125.00
~295.00
$134.70
811. DOC{~412~' ~R~Z~-~S~
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE:
9ot. Imemstfrom 09/26/2002 to 10/01/2002
~02. Modgege instyracce wemlum for mos. lO
903. Hazard insurance prenltum fm loOOyrs, to ~.R,T,~
904. Flood insurance ~emlum I~ ~. Io
$26.941~y I
$540.00 P.O.C.)
1000. RESERVES DEPOSITED WITH LENDER:
1001. Hazard Insorence months ~ per manlh
1002. Me,gage Insurance monlhs ~ ~ month
1006. Flood insurance months ~ per month
1007. mo~ths ~ pa~r m~nth
1008. momhs ~ per month
1009. Aggregate Accounting Escrow Adjustment
1100. TITLE CHARGES:
11o6. Noii~ fees to CASH $10. O0 $4. O0
1107. AIIomey~s fees 1o
(includes above items Numbers: )
1109. Lender's coverage ( $163,900.00 )
1110. OwneCs coverage ( $204,900.00 )
$1,383.75J
1111. ENDORSJ24]~NT$ I00, 300, 8.1 $150.00
1112. ZNSURED CLOSING r.W. TTF~ $35. O0
$50.50 ; Releases
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES:
1201. Recording tees: Deed $31.00 ; Modgage
$81.50
1202. Cl~ylcounty Iix/stamps: Deed $2,049.00; Mertgage $2,049. O0
1203. SIiII lax/stamps: Deed $2,049.00; Modgage $2,049. O0
1204. O~IGH~' J,'J~I'L $20. O0
1205.
1300. ADDITIONAL SETTLEMENT CHARGES:
13Ol. Sur~ey (0
1302. Peal inspection lo
1303. ~4E~.[CA~ HOJ~ SHIELD $385. O0
1304. E~ZR~ST/~ B~ SEL~
1305. T~ ~TIFI~ $2. O0
~3~. BO~S $35. O0
13oL 02-03 S~L T~ /POC B~ SEL~
1400. TOTAL SE~LEMENT CHARGES $4,5~. 45 $14,734.00
I have carefully re'N,ewed the HUD-1 Settlement Statement and fo the best of my knowledge and belief, it is a true and accura,te~tatemer ~/eipfs and disbursements made
on my accountEb~me iltis transaction.I furt~h~ffi[y fiat I have received a copy of the HUD-1 Settl .... fatal .... t.q
Seller or '
KF~NE:rT-I~,~. bLI~CYl ES TA TE OF E~I~A S. HAI~ . TON A/K/A E
dt:~lNA B.-ULRICH ..... Date: __
The HUD-I Settlement Statemen! which I have prepared is a flue and accurate account of this transaction. I have cause.~J,el'"~.~l.,{',~se Ihe funds to be disbursed in accordance
with this stalemenf. /' // -- ~ ~ /-~/
__ __ Date: __ SettiementAgent: ~,~~ Daf :~/O~ (~
/ GERALD,,~H~LETSKI
WARNING: It is a crime to knowingly make false statements fo the United States on this or any other similar form. Penallie~"upon conviction can include a line and imprison-
ment. For delait$ see: Title 18 U.S. Code Section 1001 and Section 1010.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
Hamilton, Ella S. 21 - 02 - 00324
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 Met Life Stock 31.34 3,196.68
TOTAL (Also enter on line 2, Recapitulation) 3,196.68
Mellon'
May 4, 2002
Mellon investor Services
Wiley, Lenox, Colgan & Marzzacco, P.C.
Attn: David Lenox
1 South Baltimore Street
Dillsburg, PA 17019
RE: MetLife, Inc.
A/C: Ella S Hamilton
Investor Id: 806647595559
Control #: 200204251240
Dear Mr. Lenox:
Thank for inquiry concerning, the total amount of assets of Metlife, Inc. common shares Ella S.
Hamilton currently holds in book-entry form with Mellon Investor Services.
A review of our records indicates that Ms. Hamilton was originally allocated 102 shares in the
form of MetLife, Inc. common stock. The stock is being held for you in the Policyholder Trust,
which was established at the time of the Initial Public Offering (IPO). The [PO occurred on April
5, 2000. The value of your stock was initially determined by the [PO, and subsequently depends
on the market value of MetLife, Inc. stock. MetLife is listed on the New York Stock Exchange
and trades under the ticker symbol "MET."
On March 15, 2002, "MET" closed at $31.27 and open at $31.40 on March 18, 2002.
The Board of Directors of MetLife, Inc. has declared a dividend. All shareholders who owned
MetLife, Inc. common stock on the record date, November 6~ 2001, were entitled to receive
payment of this declared cash dividend. This dividend was payable at a rate of $0.20 for each
share owned on that date and represents a portion of the net earnings paid periodically to
shareholders as a return on their investment. Our records indicate the both 2000 and 2001
dividends that were allocated have been negotiated.
In regard to transferring these shares to the appropriate parties, we have sent to you address on
record a single decedent package under separate cover.
If you have any additional questions or concerns, please call our Customer Service Center at 1-
800-649-3593. We hope this information has been sufficient and beneficial.
Mellon Investor Services
You may also access your MetLife common stock account on the Internet at the following
address https://vault, rnelloninvestor, corn~lsd.
P.O. Box 4444 · South Hackensack, NJ 07606-2044
w ww. melloninvestor, com
A Mellon Financial Company~
COMMONV~r. ALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hamilton, Ella S.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 02 - 00324
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
Sale of personal property at auction:
Private sale of personal property:
PNC Bank Checking #5140026109:
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
1,616.00
1,000.00
43,473.07
46,089.07
PNCBAN<
Apd130,2002
The Wiley Group
Attn:David J Lenox Esq
1 S Baltimore St
Dillsburg, PA 17019
Estate of Ella S Hamilton (Deceased)
SSN: 206-10-9080
DOD: 03-I %2002
/scp
Dear Mr Lenox;
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account#31200175807 Established 01-03-2000
ELLA S HAMILTON
VICTOR T GASPARI JR
DOD balance: $5,467.38 + $3.23 accrued interest
Account#31200180480 Established 03-09-2000
ELLA S HAMILTON
VICTOR T GASPARI JR
DOD balance'. $22,172.37 + $9.67 accrued interest
Checking Account
Account#5140026109 Established 02-01-1971
ELLA HAMILTON
DON HAMILTON
DOD balance: $43,467.65 + $5.42 accrued interest
Page l of 2
~.-30-2002
15:06 PNCBANK
412 768 3458
P. 02
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts}. We do not process any financial
transactions or provide statements. If you need assistance with any of these items, please
call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office.
Sinc~ely,
Erica L Schlegcl
PNC Decedent Rgporting
Firstside Center
500 First Arc, 4'h FI CIF
?ittsbuTgh PA 15219-312g
1-800-762-17'/5
M ember FDIC
Page 2 of 2
TOTAL P,02
CONSIGNOR / ESTATE OF:
AUCTION LOCATION:
PERSONAL I'I{OPEi¥I'Y:
ILEAL ESTATE:
CII ENOWETII AUCTIONEERS
Auction lqnaiSettlement . Date:
Date:
AUCTION COMI~IISS1ON:
B. $
C. $
D. $'
E. $
~-... SUt,-TOTAL.'~ '/,').~ ~,rc'
AUCYFION COMMISSIN AND EXPENSES DUE:
TOTAL DUE CONSIGNOR / ESTATE: TOTAL:
C! I ECl{ # IIEM.riq'ED
We appreCiate your confidence and your business, please call on us if we can be of furthe
service now or in the future.
~,.j' "~717) 90~2~-095
CONSIGNOR / ESTATE OF:
CIIENOWETH AUCTIONEERS
Auction Final Settlement
Date:
PERSONAL PROPERTY:
REAL ESTATE: $
Date:
TOTAL:
% AUCTION COMMISSION:
D.
Uo
Su :rOTAL: / 7t ct(;
$
$
AUCTION COMMISSIN AND EXPENSES DUE:
TOTAL: $
TOTAL DUE CONSIGNOR I ESTATE: TOTAL:
CaECK#I~ITTE~ /~/.'
We appreciate your confidence and your business, please call on us if we can be of furthel
service now or in the future.
Auctioneers:
CONSIGNOR ESTATE OF:
CIIENOWETII AUCTIONEERS
Auction Final Settlement
Date:
AUCTION LOCATION:
~PERSONAL PROPERTY.:
REAL ESTATE:
Date:
% AUCTION COMMISSION:
B.
C.
$
SUB-TOTAL:
AUCTION COMMISSIN AND EXPENSES DUE,:
TOTAL:
TOTAL DUE CONSIGNOR / ESTATE.,:
CHECK # REMITTED
TOTAL:
We appreciate your confidence and your business, please call on us if we can be of further
service now or in the. future.
Auctioneers: ~ . ..... ~
p_ /~ \(717) 737-1~63
,..
(717) 909-6095
COMMONV~/EALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Hamilton, Ella S. 21 - 02 - 00324
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Donna G. Greene
B Victor T. Gaspari, Jr.
ADDRESS
3803 Bellows Drive
Camp Hill, PA 17011
45 Allen Drive
Shermansdale, PA 17090
RELATIONSHIP TO DECEDENT
niece
nephew
JOINTLY OWNED PROPERTY:
ITEM
NUMBER
LETTER DATE
FOR JOINT MADE
TENANT JOINT
A&B 12/14/1999
B 01/03/2000
B 03/09/2000
DESCRIPTION OF PROPERTY
Include name of financial institution and bank account number
or similar identifying number. Attach deed for jointly-held real
estate.
Salomon Smith Barney Account Number
724-01388-1-3-015:
PNC Certificate of Deposit #31200175807:
PNC Certificate of Deposit #31200180480:
I % OF I DATE OF DEATH
DATE OF DEATH DECD'S / VALUE OF
VALUE OF ASSET INTERE~ DECEDENT'S INTEREST
219,516.71-~3%t '7~, 16,~.~2
5,470.61 50% 2,735.31
22,182.0zl 50%[ 11,091.02
TOTAL (Also enter on line 6, Recapitulation)
86,991.25
IN RE: ESTATE OF ELLA S. HAMILTON
ACCOUNT OPENED 12/14/1999
ACCOUNT 724-01388-1-3-015 AS OF DATE OF DEATH
ELLA S. HAMILTON, DONNA GREENE
AND VICTOR T. GASPARI, JR.
DATE OF DEATH 3/17/02
CLOSING PRICES ON MARCH
Dreyfus Premier PA Fund
Dreyfus strategic Muni Fund
Eaton Vance PA Muni Fund
Nuveen PA Muni Fund
Oppenheimer PA Muni Fund
Putnam Invt. Grade Muni Tr.
Smith Barney Managed Muni Fund
15 AND 18
15.34
8.27
10.06
15.12
11.24
10.50
15.38
15.34
8.17
10.06
15.00
11.24
10.38
15.39
SALOMON SMITH BARNEY ACCOUNT
724-01388-1-3-015
NUMBER OF DESCRIPTION: DATE OF DEATH TOTAL DATE OF
SHARES: VALUE PER DEATH VALUE:
SHARE:
2456.38 Dreyfus Premier PA 15.34 $37,680.87
Fund:
3936.75 Dreyvus Strategic 8.22 $32,360.09
Muni Fund:
3394.11 Eaton Vance PA 10.06 $34,144.75
Muni Fuind:
2422.78 Nuveen PA Muni 15.06 $36,487.07
Fund:
2022.56 Oppenheimer PA 11.24 $22,733.57
Muni Fund:
4223.46 Pumam Invt. Grade 10.44 $44,092.92
Muni Tr.
780.86 Smith Barney 15.39 $12,017.44
Managed Muni Fund:
PN'CBA'N<
Apd130,2002
The Wiley Group
Attn:David J Lenox Esq
! S Baltimore St
Dillsburg, PA 17019
/scp
Estate of Ella S Hamilton (Deceased)
SSN: 206-10-9080
DOD: 03-17-2002
Dear Mr Lenox;
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account#31200175807 Established 01-03-2000
ELLA $ HAMILTON
VICTOR T GASPARI IR
DOD balance: $5,467.38 + 5;3.23 accrued interest
Account#31200180480 Established 03-09-2000
ELLA S HAMILTON
VICTOR T GASPARI IR
DOD balance: $22,172.37 + $9.67 accrued interest
Checking Account
Account#5140026109 Established 02-01-1971
ELLA HAMILTON
DON HAMILTON
DOD balance: $43,467.65 + $5.42 accrued interest
Page 1 of 2
15:06 PNCBANK
412 768 3458
Please note that tl'ds office only provides date of death balanoes for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process ~ny financial
transactions or provide statements. If you need assistance with any of these items, please
call 1-88g-PNC-BANK (1-888-752-2265) or stop by your local PNC Bank branch office.
Sincerely,
Erica L Schlegcl
PNC Decedent Reporting
Fh-stside Center
500 First Ave, 4m F1 ClF
Pittsburgh PA 15219-312g
1-800-762-1775
M ember FDIC
P,02
Page 2 of 2
TOTAL P.02
C(~MMONWE~LTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Hamilton, Ella S.
FILE NUMBER
21 - 02 - 00324
ITEM
NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes~.
DESCRIPTION OF PROPERTY [ r')ATI= OF DEATH % OF EXCLUSION TAXABLE
Include the name of the transferee, their relationship to decedent and the date of transfer, -- ....... DECD'S ~ (IF APPLICABLE) VALUE
Attach a copy of the deed for real estate. VALUE OF ASSET INTEREST I
~c~ ~am~t~. [ 14,733.73 iO0~ 0.00T 14,733.73
[
TOTAL (Also enter on line 7, Recapitulation) 14,733.73
SALOMON SMITH BARNEY
A member of clt~group-~
717-780-1700 · 800-237-1700
October 1, 2002
David J. Lenox, Esquire
The Wiley Group
I South Baltimore Street
Dillsburg, PA 17019
Dear Attorney Lenox:
As per your request, here is the value on Ella S. Hamilton's Hartford Annuity on
the following dates:
March 15th $14,728.24
March 18th $14,739.21
i::~, ~,~ ,--~;~¢.~: ~ ~, '7 %'~. 3 '~
If you have any questions, please call meat 717-780-1774.
Sincerely,
Florence R. Clifford
Financial Consultant
FRC/sgs
SALOMON SMITH BARNEY INC. 11 North 3rd Street, 2nd F{oor, Harrisburg, PA 17101-1702 FAX 717-233-2090
*. C~)MMONWEALTH OF PENNSYLVANIA ;
RESIDENT DECEDENT
ESTATE OF
Hamilton, Ella S. I
Debts of decedent must be reported on Schedule I.
DESCRIPTION
, FUNERAL EXPENSES:
Neill Funeral Home:
Donna G. Greene (reimbursement for funeral meal, flowers, funeral expenses):
Romberger Memorials:
ITEM
NUMBER
1
2
3
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
FILE NUMBER
21 - 02 - 00324
Bo
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Add ress
City State Zip
Year(s) Commission paid
Attorney's Fees Wiley, Lenox, Colgan & Marzzacco, P.C.:
Family Exemption: If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees Register of Wills:
Register of Wills (add'l short certificates):
Accountant's Fees
Zip
Tax Return Preparer's Fees
Other Administrative Costs
Chenoweth Auctioneers:
John Clemmer (sale help, lawn care, maintenance):
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
4,799.00
75.00
134.25
6,500.03
303.00
65.00
213.92
1,895.00
AMOUNT
21,573.71
35,558.91
Schedule H
Funeral Expenses &
· COMi'v'IONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN AdminbtmlJve Costs conlinued
........ RESIDENT DECEDENT ,
ESTATE OF
Hamilton, Ella S.
FILE NUMBER
21 - 02 - 00324
4
5
6
7
8
9
10
11
12
13
14
Cumberland Law Journal (advertise):
The Sentinel (advertise):
Register of Wills (filing fee):
Stan Kuleszynski (house maintenance):
Jim Enterline (repair closet, powder room):
Susan Minphan (house cleaning, painting, etc):
MIDA (Electric meter inspection):
Charlie Dunn (fix electric):
Dr. Water Heater (replace sump pump):
Jane Zeigler (house cleaning):
Donna G. Greene (reimbursement for misc. bills paid on behalf of decedent):
Closing expenses from page two of HUD 1, real estate commission, notary fee, transfer
stamps, home warranty, tax certification fee
75.00
110.03
25.00
40.00
50.00
1,799.00
60.00
469.96
50.00
30.00
4,130.72
14,734.00
Page 2 of Schedule H
~COM~ONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
~ EXI:ZEN~:~ &
ADMII~-'TRATIVE GOS'T~
ESTATE OF FILE NUMBER
Hamilton, Ella S. 21 - 02 - 00324
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
1
2
3
Bo
2
FUNERAL EXPENSES:
Neill Funeral Home:
Donna G. Greene (reimbursement for funeral meal, flowers, funeral expenses):
Romberger Memorials:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Wiley, Lenox, Colgan & Marzzacco, P.C.:
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees Register of Wills:
Register of Wills (add'l short certificates):
Zip
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Chenoweth Auctioneers:
John Clemmer (sale help, lawn care, maintenance):
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
4,799.00
75.00
134.25
6,500.03
303.00
65.00
213.92
1,895.00
6,839.71
20,824.91
'~OMI~ONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Schedule H
Funeral Expenses &
Adminislralive ~ ~ued
ESTATE OF FILE NUMBER
Hamilton, Ella S.
21 - 02 - 00324
4
5
6
7
8
9
10
11
12
13
Cumberland Law Journal (advertise):
The Sentinel (advertise):
Register of Wills (filing fee):
Stan Kuleszynski (house maintenance):
Jim Enterline (repair closet, powder room):
Susan Minphan (house cleaning, painting, etc):
MIDA (Electric meter inspection):
Charlie Dunn (fix electric):
Dr. Water Heater (replace sump pump):
Jane Zeigler (house cleaning):
Donna G. Greene (reimbursement for misc. bills paid on behalf of decedent):
75.00
110.03
25.00
40.00
50.00
1,799.00
60.00
469.96
50.00
30.00
4,130.72
Page 2 of Schedule H
COMMONWEALS4 OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Hamilton, Ella S. 21 - 02 - 00324
Include unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
Verizon (telephone):
PAWC (water):
PP&L (electric):
Kathryn W. Fetro (real estate taxes):
Hampden Township (sewer/trash):
E. Brown (care giver):
PA Dept. of Revenue (2001 taxes):
U.S. Treasury (2001 taxes):
TOTAL (Also enter on Line 10, Recapitulation)
104.26
72.25
244.60
1,697.92
98.00
34.00
326.00
2,251.00
4,828.03
REV-1513 EX+ (94)0) .~
· ~oMMoNWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Hamilton, Ella S.
21 - 02 - 00324
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY AMOUNT OR SHARE
OF ESTATE
NUMBER
I.
1
II.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Donna G. Greene
3803 Bellows Drive
Camp Hill, PA 17011
Victor T. Gaspari, Jr.
45 Allen Drive
Shermansdale, PA 17090
RELATIONSHIP TO
DECEDENT
DO Not List Trustee(s)
niece
nephew
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART Il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
fifty percent
fifty percent
Estate of
also known as
Register of Wills of Cumberland County,
INVENTORY
Hamilton, Ella S.
Pennsylvania
No. 21 - 02- 00324
Date of Death 3/17/2002
Social Security No. 206-10-9080
, Deceased
Donna G. Greene
The 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 located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania 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 herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney: David J Lenox, Esq.
I.D. No.: 29078
Address:
1 S. Baltimore Street
Dillsburg, Pa 17019
Telephone: 717/432-9666
Personal Property
Met Life Stock
Sale of personal property at auction:
Private sale of personal property:
PNC Bank Checking #5140026109:
Personal Representative
Signature:
Donna G. Greene
Signature:
Signature:
Address: 3803 Bellows Drive
Camp Hill, PA 17011
Telephone: 71%761-3255
Dated:
Total Personal Property
3,196.68
1,616.00
1,000.00
43,473.07
$49,285.75
, (Attach additional sheets if necessary) Total Personal Property and Real Estate $255,656.56
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
OO195O
LENOX DAVID J ESQUIRE
ONE SOUTH BALTIMORE STREET
DILLSBURG, PA 17019
........ fold
ESTATE INFORMATION: SSN: 206-10-9080
FILE NUMBER: 2102-0324
DECEDENT NAME: HAMILTON ELLA S
DATE OF PAYMENT: 12/16/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/17/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,549.19
TOTAL AMOUNT PAID:
$1,549.19
REMARKS' DAVID J LENOX ESQUIRE
SEAL
CHECK//5413
INITIALS: VZ
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death: i~7/~3
Will No. ~/-d ~O~Q_~,2, ~/ Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes__ No ~
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: /~/','/ /~/ ~Od) ~
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Name (Please type or print)
Address ,~,/1~/~V'~3 /'J"~/
Tel. No.
Capacity:
__Personal Representative
.. Counsel for personal
representative
(MAH:rmf/AM3)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171ZB-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT] ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-i~q7 EX AFP (nl-n$)
DAVID J LENOX ESQ
THE WILEY GROUP
i S BALTIHORE ST
D/LLSBURG
PA 17P:~9-~802
DATE OZ-IO-ZO0$
ESTATE OF HAHILTON
DATE OF DEATH 03-17-200Z
FILE NUHBER 21 OZ-OiZq
COUNTY CUHBERLAND
ACN 101
Amount RamJ, t~ed
ELLA S
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA I7015
CUT ALONG THIS LXNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HAHILTON ELLA S FILE NO. 21 02-052q ACN 101 DATE 02-10-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schodulo A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnorship Zn~orast (Schedule C) (3)
q. Mortgages/Notes Rocoivabla (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expenses/Adm. Costs/Nisc. Expenses (ScheduZe H) (9)
10. Debts/Hortgago Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
12. Not Value of Tax Return
206~$70.81
$~196.68
.00
.00
~6,,089.07
86~,991.25
lq,,755.75
(8)
35,558.91
NOTE: To insure proper
credit 4o your account,
submit ~ho upper port/on
of this form with your
~ax payeant.
15.
1~.
NOTE:
$57,581.5~
ZF PAID AFTER DATE INDICATED] SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
19. Principal Tax Due
TAX CREDXTS:
PAYMENT RECETpT
DATE NUHBER
CDOO1Z9~
CD001502
CD001950
06-1q-2002
06-17-2002
12-16-2002
DISCOUNT
INTEREST/PEN PAID (-)
2,150.00
150.00
.00
ASSESSHENT OF TAX:
15. Amount of L/ne lq at Spousal rata (15)
16. Amount of Line lq taxable at Lineal/Class A rate (16)
17. Amount of Line lq at Sibling rata (17)
18. Amount of Line lq taxable at Collateral/Class B rata (18)
.00 x O0 = .00
.00 x Oq5= .00
.00 x 12 = .00
$16,99q.60 x 15 : q7,5q9.19
(19): q7,5q9.19
AMOUNT PAID
q0,850.00
2,850.00
1,5q9.19
reflect figures that include the total of ALL returns assessed to date.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
q7,5q9.19
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
CharitabXe/Governmentel Bequests; Non-eXacted 9113 Trusts (Schedule J) (1:5) . O0
Net Value of Estate Subject to Tax (lq) 316,99q.60
Z~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
q~828.05
(11) qO .~86.9q
(12) $16,99q.60
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
LENOX DAVID J
130 WEST CHURCH STREET
DILLSBURG, PA 17019
RE: Estate of HAMILTON ELLA S
File Number: 2002-00324
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: 3/17/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER~~~~S~~;
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: F"// (L. $. tMmi j-/tJn
Date ofDeath: fvt dxcA I ~ ;;? 00 :A
Estate No.: ~ I-()~ - ().3~'-I-
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
I. State w1).ether 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 1)tl
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 ~ 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 b
attached to this report.
Date: dl/,'i/d5
(T';
DI.lII icL:LJf'(lO~ f:'i~J1j rf'
Name
,.
/30 tv - c..hlJ.rr ~
AddreSs&illsb~ fA-- nWf
7/7 -43~ -q~tJ/.d
Telephone No.
Capacity: 0 Personal Representative
~ Counsel for personal representative
J