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Home My WebLink About02-0352PETITION FOR PROBATE and GRANT OF LETTERS Estate of Mary-,,~ Carane._:tg~ No. also known as 'fi''' a r '¥' A. C r o no Llcc~ To: Deceased. Social Security No.: · 1 6 8 - 1 4 - 4 7.~ 9 7. ~. The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age.or 91d~r an the execut r i x in the last will of the above decedent, dated ucto~er 30 and codicil(s) dated 2t- aZ - Register of Wills for the County ofCumberland Commonwealth of Pennsylvania in the 7un~?ed (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C u m b e r i a n d h er last family or principal residence at 4716 B~ Charles (list street, number and muncipality) Decendent, then 8 1 gears of age, died ~4 a r ¢ h 6 2 0 0 2 at Cumberland Coun~y~ Pennsylvania ' ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ' ' County, Pennsylvania, with Road~ Mechanicsburg, Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 80,000.00 80~000.00 WHEREFORE, petitioner(s) respectfully~reqqest(s) th, e probate of the last will and codicil(s) presented herewith and the grant of letters. · e s c a m e n ~ a r y (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of. petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly,administer the estate according to law. Sworn to or affirmed and subscribed befoj;q gOg~ this 20th ~y of ~Y ~ L~IS Register Estate of M a r y c r a n e , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APR%L 8 2 0 02 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 10-30-2001 described therein be admitted to probate and filed of record as the last will of MARY CRANE and Letters TESTAMENTARY are hereby granted to LOUISE ~ REEDER Will Book # Page':'~ ?.55 17 FEES 'Probate, Letters, Etc .......... $ 235.00 Short Certificates( ) .......... $ 15.00 t%Y~g~..e..x. Lt..r.a..p.a.g.e.s.. $ 6. O0 'J~ s 5.00 TOTAL $ 261 . 00 call atty on 4=8-2002 /? PHONE ?£ LAW OFFICES OF STEPHEN j. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 WILL OF MARY CRANE I, Mary Crane, of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. I leave my entire estate of whatever nature and wherever situate to Louise Reeder. S'h~bld Louise Reeder predecease me, I leave my entire estate to James Reeder. I appoint Louise Reeder as Executor of this my last Will. If Louise Reeder should predecease me or cease to act in such capacity, I name James Reeder as the Executor. The Executor of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. required to enter bond in any jurisdiction. IN)/~IT S~.HEREOF, I have hereunto set my hand this day of L~,'~ ,200__/. I direct that no Executor acting under this Will shall be ACKNOWLEDGMENT LAW OFFICES OF STEPHEN j. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 State of Pennsylvania County of Cumberland SS I, Mary Crane the testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Mary Cr.~he Sworn to or affirmed and ackno~e,,~ before me by Mary Crane, the testatrix, this ~'O day of ! ~,~. ~m~a,~~ubll, /At I ~ ~, c~~ ~. p~ State of Pennsylvania SS County of Cumberland We, ~R6ol~, ~'. ~;//~ and ~a.~ ~. , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last Will; that the testatrix signed willingly and executed it as her free and voluntaw act for the purposes therein expressed; that each subs~ibing witness in the hearing and sight of the testatrix signed the Will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. this Sworn to or a~rm~l add subscribed to before me by witnesses, ."3'~' day of J~rtu J~l lhlinf'Affnrn''~ / LAW OFFICES OF STE]~-]~N j. I-IOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 The preceding instrument consisting of this and one other page was on the day and date hereof signed, published and declared by Mary Crane, as and for her last Will in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. WITNESS ~VITNESS CERTIFICA. TION OF NOTICE UNDER R_ULE 5,6~) Name of Decedent: Mary Crane Date of Death: March 6;, 2002 Will No. Admin. No. 2002 - 00352 To the Register: I certify that notice of (beneficial interest) estate administrati0.n, 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 07 / 17 / 02 : Name Address Louise Reeder 125 Clouser Road, Mechanicsburg~ PA 17055 James R~eder 125 Clouser Rond~ Meohnninsht~rO: PA 17~55 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 07/17/02 Signattire // Name Stephen J., Hogg, Esquire Ad.dress 19 S. Hanover St;., Si;e. 101~ Carlisle, PA ~leph°ne(71~ 245-2698 Capacity:__PersonalRepresentative 17013 X Connsel for personal representative 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 001 746 STEPHEN J HOGG ESQUIRE 19 S HANOVER STREET SUITE 101 CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 168-14-4729 FILE NUMBER: 2102-0352 DECEDENT NAME: CRANE MARY DATE OF PAYMENT: 10/18/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/06/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,798.56 TOTAL AMOUNT PAID: $6,798.56 REMARKS: LOUISECREEDER C/O STEPHEN J HOGG ESQUIRE SEAL CHECK//1020 INITIALS: SK RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS REV- ~.500 EX + 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 2 0 3 COUNTY CODE YEAR 5 2 NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL SOCIAL SECURITY NUMBER Z Crane, MaryA. 1 6 8- 1 4- 4 7 2 9 ~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE UJ REGISTER OF WILLS (.,1 03/06/2002 03/07/1920 UJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER UJ ..o.. ~. o t-- Z UJ Z o I1. U.I o [~] 1. Odginal Return O4. Limited Estate r~6. Decedent Died Testate (Attach copy of Will) r'"] 9. Litigation Proceeds Received r~2. Supplemental Return [~4a. Future Interest Compromise (date of death aftor 12-12-82) El7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (dato of death between 12-31-91 and 1-1-95) --]3. Remainder Return (date of death prior to 12-13-82) E~5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes E~] 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME Stephen J. Hog.q, Esquire FIRM NAME (If Applicable) TELEPHONE NUMBER 7172452698 COMPLETE MAILING ADDRESS 19 S. Hanover Street Suite 101 Carlisle PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) E~] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 97,500.00 6~067.85 73,517.86 OFFICIAL USE ONLY (8) (11) 12,841.73 13 164.80 177,085.71 26~006.53 (12) (13) 151,079.18 (14) 151,079.18 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. x .o (15) 151,079.18 x .04.5 (16) X .12 (17) X .15 (18) (19) 6~798.56 6,798.56 Decedent's Complete Address: STREET ADDRESS 4716B Charles Road CITY Mechanicsburg ISTATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (1) Total Interest/Penalty ( D + E ) (2) (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) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... [] [] 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 properly which contains a beneficiary designation? ....................................................................................................... [] [] 6~798.56 6~798.56 6~798.56 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 preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURB~~~ ADDRESS 125 Clouser Road Mechanicsburg/'~ ~, ADDRESS 19 S. H'anov~r Stre"et, Ste/f'O~/ Carlisle DATE/g) -//--~g PA 17055 ~,~/~T E / PA 17013 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 the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 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. REV-I~2EX +(1-9,~) . ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Crane. Mary_ A. 21 Q2 Q~ 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 pdce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 4716B Charles Road, Mechanicsburg, PA Settlement on June 28, 2002 to Wayne A. and Debra J. Logue VALUE AT DATE OF DEATH 97,500.OO TOTAL (Also enter on line 1, Recapitulation) i $ 97~500.00 (If more space is needed, insert additional sheets of the same size) REV-! ,508 EX * {1~7) ~~ DOMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Crane. Marv A. :~1 O:~ Q~ 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. Travelers Insurance Refund 44.73 Rebate from Manor Care Personal Property 'Comcast Refund ALCOA - Widows Fund MetLife - Stock Dividend 4,255.87 1,000.00 29.16 238.09 500.00 TOTAL (Also enter on line 5, Recapitulation) $ 6~067.85 (If more space is needed, insert additional sheets of the same size) REV-I~9 EX + (leJ7),, ·~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Crane. Maw A. 21 Q2 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 ADDRESS RELATIONSHIP TO DECEDENT A. Louise C. Reeder Daughter c 125 Clouser Road Mechanicsburg, PA 17055 JOINTLY-OWNED PROPERTY: L~- ~ i ~-R DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERE~ 1. A. Checking Account#1000294457536 408.88 50. 204.4z 2. A. Savings Account#3082555074014 6,894.41 50. 3,447.21 3. A. Certificate of Deposit 30,573.06 50. 15,286.5,~ 247412055973472 4. A. Certificate of Deposit 18,444.74 50. 9,222.37 247412090605209 5. A. Certificate of Deposit 26,150.09 50. 13,075.0,~ 247412051170086 6. A. Money Market Accountfl1010041725508 64,564.52 50. 32,282.2(~ TOTAL (Also enter on line 6, Recapitulation) $ ,.. 73~517.86 (If more space is needed, insert additional sheets of the same size) EV-l~11EX + (1-~?) ~ OOMMONWEALTH OF PENNSYLVANIA INHERITANOE TAX RETURN RESIDENT DEOEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Crane. Mary_ A. Debts of decedent must be reported on Schedule I. FILE NUMBER 21 02 Q~2 ITEM NUMBER 5. 6. 7. DESCRIPTION FUNERAL EXPENSES: Myers Funeral Home, Inc. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Louise Reeder Social Security Number(s) / LIN Number of Personal Representative(s) Street Address 125 Clouser Road 210-42-9120 City Mechanicsburg State PA Year(s) Commission Paid: Attorney Fees Stephen J. Hogg, Esquire Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation) Claimant Zip 17055 Street Address City Relationship of Claimant to Decedent Probate Fees Petition, Short Certificate Accountant's Fees Tax Return Preparer's Fees Advertising: Cumberland County Law Journal The Patriot News Inventory and Tax Return Accounting (Est.) State Zip TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 7,740.00 4,427.14 261.00 75.00 188.59 25.00 125.00 12~841.73 (Ifmorespaceisneeded, inse~additionalsheetsofthesamesize) REV-1 S'12 EX + (1~7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Crane. Mary A. 21 02 0352 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. St. Mark Condominium Association 220.00 10. 11. 12. 13. 14. 15. Pennsylvania America Water Company PP&L Electric Sewer/Trash - Hampden Township Condominium: Travelers Insurance Personal Taxes - Kathryn W. Fetrow State Taxes - PA Dept. of Revenue Federal Taxes - U.S. Treasury L.G. Connor Appraisers - appraisal of condominium Scott Merrill - paint condominium Vapor Jet - clean condominium rugs Zimmerman Plumbing, Heating and Air Conditioning - repair condominium plumbing EKG Associates Internist of Central PA Quantum Imaging and Therapeutic Associates 57.45 221.36 98.00 48.73 208.28 38.00 77.00 275.00 720.00 135.16 249.00 2.05 29.04 64.77 TOTAL (Also enter on line 10, Recapitulation) $ 13~ 164.80 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Crane, Mary A. 21 02 0352 Paqe 1 Schedule I - Debts or Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. Pulmonary and Critical Care Medicine Associates, Inc. 33.30 17. 18. 19. 20. 21. 22. Dr. Howard Roy Cohen Holy Spirit Hospital JH Evans Funeral Home - grave stone inscription Settlement costs on real estate located at 4716 B Charles Road, Mechanicsburg, PA 17050 Buyers settlement charges paid by seller Silver Spring Ambulance and Rescue Assoication 48.55 373.04 125.00 7,605.4O 2,500.00 35.67 SUBTOTALSCHEDULEI 10,720.96 GRANDTOTALSCHEDULEI $ 13,164.80 INVENTORY Estate of Mary A. Crane also known as Mary A. Crane , Deceased No. 21 02 0352 Date of Death 03/06/2002 Social Security No. 168144729 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory, lANe verify that the statements made in this inventory are true and correct, lANe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Stephen J. Hogg, Esquire 36812 Personal Representative: Louise C. Reeder Address: 19 S. Hanover Street~ Suite 101 Carlisle PA 17013 Dated 09/12/02 Telephone: 7172452698 Description Value Travelers Insurance Refund Rebate from ManorCare Personal Property Comcast Refund ALCOA - Widows Fund MetLife - Stock Dividend (Attach Additional Sheets if necessary) Total 44.73 4,255.87 1,000.00 29.16 238.09 500.00 177,085.71 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of In~,ento~cy Mary A. Crane Description of Inventory Page 1 21 02 0352 Description Jointly Owned Property of Decedent at 50% of value: Checking Account#1000294457536 Value 408.88 Jointly Owned Property of Decedent at 50% of value: Savings Account'#3082555074014 Value 6,894.41 Jointly Owned Property of Dededent at 50% value: Certificate of Deposit 247412055973472 Value 30,573.06 Jointly Owned Property of Decedent at 50% value: Certificate of Deposit 247412090605209 Value 18,444.74 Jointly Owned Property of Decedent at 50% value: Certificate of Deposit 247412050070086 Value 26,150.09 Jointly Owned Property of Decedent at 50% value: Money Market Account#1010041725508 Value 64,564.52 Real Estate located at 4716B Charles Road, Mechanicsburg, Cumberland County, Pennsylvania, Settlement on June 28, 2002 Recorder's Office of Cumberland County, Deed Book F, Vol. 35, Page 305 Subtotal Grand Total Value 204.44 3,447.21 15,286.53 9,222.37 13,075,05 32,282.26 97,500.00 $ 171,017.86 $ 177,085.71 BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVZSTDN DEPT. Z80601 HARRTSBURG, PA 17'1Z8-0601 STE 101 19 S HANOVER ST CARLISLE 'liPA 17013 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTZCE OF ZNHERTTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUNBER ;' ~ COUNTY ACN I 12-23-2002 CRANE 03-06-2002 21 02-0352 CUNBERLAND 101 Amount Remitted RE¥-1~47 EX &FP NARY HAKE CHECK PAYABLE AND REHIT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01'02) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF CRANE HARY FILE NO. 21 02-0352 ACN 101 DATE 1Z-Z3-ZOOZ TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST ' SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roe1 Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) $. Closely Hold Stock/Partnership Interest (Schedule C) fi. Hortgagas/Notos Receivable (Schedule D) (~) E. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXENPTIONS: 9. Funeral Expenses/Ad.. Costs/Nisc. Expenses (Schedule H) (9) 10. Dabts/Nortgago Liabilities/Lions (Schedule I) (10) 11. Total Deduct/ohs 12. Not Value of Tax Return 97~500.00 .00 .00 .00 6~067.85 73~517.86 .00 (8) NOTE: To insure proper crad/t to your account, submit ~he upper pore/on of this form with your tax payment. 177,085.71 1Z,8~i1 13,164.80 (11) 26.006.5~ (12) 151,079.18 Char/robie/Governmental Bequests; Non-eXacted 911:5 Trusts (Schedule J) (15) . O0 Net Value of Estate Sub.~act to Tax (lq) 151,079.18 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will ASSESSNENT OF TAX: 15. Amount of L/ne 1~ at Spousal rate 16. Amount of L/nm 1~ taxabXe mt LinaaX/Class A rate 17. Amount of Line ~ et S/bl/ng rate ~8. Amount of L/ne 1~ texabXe at CoXXatoral/Class B rate 19. PrincipaX Tax Duo TAX CREDITS: PAYNENT RECEIPT DISCOUNT DATE NUNBER INTEREST/PEN PAID (-) 10-18-Z002 CD0017q6 .00 (15) .00 x O0 = .00 (16) 151,079.18 x 0~5 = 6,798.56 (~?) .00 x 12 = .00 (~8) .00 x 15 = .00 (19)= 6,798.56 ANOUNT PAID 6,798.56 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1:5. 1~. NOTE: TOTAL TAX CREDIT ] 6,798.56 I BALANCE OF TAX DUEI .00 INTEREST AND PEN. r .oo TOTAL DUE i .oo ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) reflect flgures that /nclude the total of ALL returns assessed to date. LAW OFFICES OF STEPI-IFN j. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 IN RE: ESTATE OF MARY A. CRANE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 02-0352 FIRST AND FINAL ACCOUNTING Of the Estate of Mary A. Crane, Deceased, Late of Cumberland County, Pennsylvania. Filed on behalf of LOUISE C. REEDER, Executrix Date of Death: Letters Testamentary Granted: March 6, 2002 April 8, 2002 Letters Advertised: The Patriot: 04/02/02, 04/09/02 and 04/16/02 Cumberland Law Journal: 04/12/02, 04/19/02, 04/26/02 Accounting filed' January 2003 ACCOUNT FINAL AS OF: LAW OFFICES OF STEPI-II~N J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 IN RE: ESTATE OF MARY A. CRANE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 02-0352 Purpose of the Account: Louise C. Reeder, Executrix of this Estate files this Accounting to acquaint interested parties with the transactions that have occurred during his execution. The Account also indicates the proposed distribution of the estate. It is important for the Account to be carefully examined. Requests for additional information or questions or objections can be discussed with the undersigned Attorney for the Estate. Stephen J. Hogg, Esquire 19 S. Hanover Street, Suite 101 Carlisle, PA 17013 (717) 245-2698 Attorney for Estate LAW OFFICES OF STEPHEN j. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 RECEIPTS OF PRINCIPAL REAL ESTATE 4716 B Charles Road, Mechanicsburg, Pennsylvania 17050; Settlement on June 28, 2002 To Wayne A. and Debra J. Logue CASH Personal Property ALCOA - Widows Fund MetLife - Stock Dividend 50% of total interest income of $3.36 REFUNDS Travelers Insurance Refund Comcast Refund Rebate frOm Manor Care JOINTLY OWNED PROPERTY First Union Bank Checking Account #1000294457536 50% of total value of $408.88 First Union Bank Savings Account #3082555074014 50% of total value of $6,894.41 50% of total interest income of $12.90 Certificate of Deposit~247412055973472 50% of total value of $30,573.06 50% of total interest income of $1,038.34 $97,500.00 $ 1,000.00 $ 238.09 $ 5OO.OO $ 1.68 $ 44.73 $ 29.16 $ 4,255.87 $ 204.44 $ 3,447.21 $ 6.45 $ 15,286.53 $ 519.17 LAW OFFICES OF STEPHEN j. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 Certificate of Deposit#247412090605209 50% of total value of $18,444.74 50% of total interest income of $888.10 Certificate of Deposit#247412051170086 50% of total value of $26,150.09 50% of total interest income of $425.15 Money Market Account#1010041725508 50% of total value of $32,282.26 50% of total interest income of $1,331.71 Certificate of Deposi¢24741206-5787329 Closed January 20, 2002 50% of total interest income of $1,315.96 TOTAL GROSS ASSETS $ 9,222.37 $ 444.O5 $ 13,075.05 $ 212.57 $ 32,282.26 $ 665.85 $ 657.98 $179,593.46 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 DISBURSEMENTS OF PRINCIPAL EXPENSES AND DISBURSEMENTS St. Mark Condominium Association $ Pennsylvania America Water Company $ PP&L Electric $ Sewer/Trash - Hampden Township $ Condominium: Travelers Insurance $ Personal Taxes: Kathryn W. Fetrow $ State Taxes PA Dept. of Reveue $ Federal Taxes - U.S. Treasury $ L.G. Connor Appraisers $ Scott Merrill - paint condominium $ Vapor Jet - clean condominium rugs $ Zimmerman Plumbing, Heating and Air Conditioning - repair $ EKG Associates $ Internist of Central PA $ Quantum Imaging and Therapeutic Assoc. $ Pulmonary and Critical Care Medicine Assoc.$ Dr. Howard Roy Cohen $ Holy Spirit Hospital $ JH Evan Funeral Home - grave stone $ 220.00 57.45 221.36 98.00 48.73 208.28 38.00 77.00 275.00 72O.O0 135.16 249.00 2.05 29.04 64.77 33.30 48.55 373.04 125.00 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 Settlement costs of real estate at 4716 B. Charles Road, Mechanicsburg PA 17050 Buyers settlement charges paid by seller Silver Spring Ambulance and Rescue Association Total ADMINISTRATIVE EXPENSES Myers Funeral Expenses Attorney fees Probate fees Advertisement: The Patriot Cumberland Law Journal Accounting (Est.) Inventory and Tax Return Total TOTAL EXPENSES AND DISBURSEMENTS TOTAL GROSS ASSETS NET ESTATE AMOUNT FOR DISBURSEMENT 2 $7,605.40 $2,500.00 $ 35.67 $13,164.80 $7,740.00 $4,427.14 $ 261.00 $ 188.59 $ 75.00 $ 125.00 $ 25.00 $12,841.73 $26,006.53 $179,593.46 -26,006.53 $153,586.93 LAW OFFICES OF STEPHEN j. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Mary A. Crane, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: .///~g/~ ~ LOUISE C. REEDER LAW OFFICES OF STEPI-I~N J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 VERIFICATION I Louise C. Reeder, do hereby verify that I am the Petitioner herein, and that the facts set forth in the aforegoing Petition to Settle an Estate are true to the best of my knowledge, information and belief, upon information supplied. I understand that false statements herein are subject to the penalties of 18 Pa. C.S.^. §4904, relating to unsworn falsifications to authorities. Date: LOUISE C. REEDER this Sworn to or affirmed and subscribed to before me by witnesses, i~''r-~ day of.~%~.,.,.~,...~ ,2003. My Commission Expires: STATUS REPORT UNDER RULE 6.12 Name of Decedent · Mary A. Crane Date of Death' 3/6/02 Will No Admin. No. 21 02-0352 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 X No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete · 3. If the answer to No. 1 is Yes, state the following: a o account with the Court ? Did the personal representative file a final Yes X 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 fqrmal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report/ Date · S~gnature Stephen d. Hoqq, E~quire Name (Please type or print ) 19 S. Hanover S~treet, Ste. 101 Carlisle PA 17013 Address (717) 2452698 Tel. No. Capacity' Personal Representative X Counsel for personal representative