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Home My WebLink About01-0360 . RE~ -1500 EX + (6-00) COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECE- DENT CHECK APPRO- PRIATE BLOCKS COR- RE- SPON DENT RECA- PITULA- TION TAX COMPU- TATION \to - ;).~- <1 REV-1500 OFFICIAL USE ONt.. V INHERITANCE TAX RETURN RESIDENT DECEDENT FilE NUMBER 21-2001-0360 YEAR NUMBER COUNTY CODE DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Schroder Marion E DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 02/03/2001 I 10/26/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 109-16-8331 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 1. Original Return 4. Umi1ed Estate 6. Deeedent Died Teslale (Attach copy of Will) 9. Utigation Proceeds Received ~ 2. Supplemental Return 4a. FUh,n Interest Compromise (dale of death after 12-12-82) 7. becedent Maintained a Living Trust Attach a copyof Trust 10. ~pousal Poverty Creed (date ot dealh between 12-31-91 and 1-1-95) 3. Remainder Return o (date of death prior to 12-13-82) ~ 5. Federal Estate Tax Re1lJrn Required o 8. Total Number of Safe Deposit Boxes 011. Eleetlon to lax under Sec. 9113(A) {Attach Sch 0) ,tl;ll$\_m_llQlt~~t\tt~lWg~1.~1'j!:jf\_I#miii!*IN~AjWl\f~U\!ill!lQffll1&H$t!tQf NAME COMPLETE MAILING ADDRESS Phelps T. Riley, Attorney 1250 Broadcasting Road, Suite 103 FIRM NAME (If Applicable) Wyomissing, PA 19610 Phelps T. Riley, P.C. TELEPHONE NUMBER 610c378-9900 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) ~r .. .. \. ~ tr;a.o 1,212,68Ji:~gS deOO O'~..OO 1:= :z: N .,. c>.QFFICI~~E ONLY \..JJ r"~ c 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule f) o Separate Billing Requested (6) 54,836.45 ;B 10,288 :f;!1 J ~.;; \0 7. Inter-Vivos Transfers & Miscellaneous Non - Probate Property (Schedule G or L) (7) 315,787.69 8. Total Gross Assets (total Unes 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedenl, Mortgage Uabilllies, & liens (Schedule J) (10) 11" :!;~..I D~ductions (total Lines 9 & 10) (8) 92,814.77 4,520.40 (11) 1,593,594.20 97,335.17 1,496,259.03 0.00 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Une 13) (12) (13) (14) 1,496,259.03 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate,ortransfers under Sec. 9116 (aK1.21 0.00 X.O 00 (15) 16. AmountofUne14taxabJeatlineaJrate 1,496,259.03 X.O 0.045 (16) 17. Amountot Line 14 tal\ab\eat'3\bllngrate 0.00 X .12 (11) 18. Amount of Line 14 lalfable 031 collateral rate 0 . 00 X .15 (18) 19. Tax Due (19) 20. ~ ~~okl'i~i!elf~f~~$$tW$lliij~NPi!fflN.lpv~!\~1 0.00 67,331. 66 0.00 0.00 67,331.66 ......_._..:.:.-.-...,.,...'.-.'.-.'-,.. ............;.--,-'-:.:.,., ,. ............. o PA 15001 ::;:::::~:::;:::::: ,~:;;Ill't$l)Rl;;It<1i!\N$w~ff1'.i$QIili!i5TION$$iijl<iA~l)iM;NQl~oa!iqjM,MitijIi#, '.-".-.-.-.'.' ....:~~~~:;:::::,.,.:'.,:..... .-....,.-.......,'........:':.,-:.:.,.,.:-:.:.:.:',.:... NTF 29755 Copyright 2000 Greatland/Ne-lco lP - Forms Software Only , PA REV -1500 EX (6-00) Page 2 Decedent's Comolete Address: STREET ADDRESS 6213 Whitehill Drive Cumberland County CITY I STATE TZlP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credi1slpayments A. Spousal Poverty CredU B. Prior Payments C. Discount (1) 67,331.66 0.00 64,350.00 3,150.00 Total Credits (II ~ B ~ C) (2) 67,500.00 3. Interest/Penalty ff applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penalty (0 ~ E) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is1he OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Une 5 ~ SA. This is the BALANCE DUE. 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? .. ....,.....""",.......................... B ~ 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 A.ceount~ annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . , , . . .'. , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . .. ~ IF THE ANSWER TO Am 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 ol preparer other than the personal representative is based on information of which oreoarer has any knowledqe. _ SIGNATU~ PERSC}I FjFS~NSIBLE FOR FILING RETURN DATE _~j~ OS/29/2003 ADDRESS 1250 Broadcasting R SIGNATU ~ (3) 0.00 (4) (5) (SA) (5B) 168.34 0.00 0.00 0.00 o , Suite 103 ER THAN REPRESENTATIVE Wyomissing, PA 19610 DATE OS/29/2003 ADDRESS 1250 Broadcasting Road, Suite 103 Wyomissing, PA 19610 :t@mi~.tt.@t~M.MNW\\:i';';:~;:;:;;i;:'~:,:;:~~;:~~;;;~;;:,i;::::?;~}.;~':':':'.~g~tW~i:{i:t~;::. .':':'~~::~:': .~%nr~:~~~t:::~~:::~l>Y~:~~::~?:\b%:,:,;,8. .,:':':,:':':':':':':':. :':~'~:',~ .',~::~:~:~'~'~~~:~'~~':'~~.~.. ~ ";;.7 ..<<~. ,:.. .':':::').t:::tC::~:~~'~5i2WY%mh ;:::'m... :::~ For dates of death on 0( after July 1, 1994 and betore JanUllfY 1, 1995, the tax rate Imposed on the net value of transfers to 0( for the use of the survIving spouse Is 3% [72 P.S. .911B(a'(1.1){i)]. For date~of death onor afttl1 January 1, 1as5, the taX rate is Imposed on the net value of transftl1s to or for the use of the survivIng spouse is 0% [72 P.S. 19t1B(a)(1.1)(fi)). The statute I"ln<lt!\l nnt "vl!lmpt a transfer to a survIving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are IIUlI applh:able 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 troma deceased child Iwenty~one years ot age or younger at death to or for the use ot a natural parent, anadopllve parl!mt, or a stepparent of the cl1ild Is 0% (72 P ,S.19116{aX1.2)1. The tax rate Imposed on the net value of transfers toor for the useof the decedent's lineal beneficiaries Is 4.5%, ellcept as noted In 72.P.S.' 9116(1.2)[72 P.S.191 18(aXl)]. The tax rate Imposed on the net value of transfers to 0( for Iheuse of the decedent's siblings 15 12% [12 P.S. 19118(aX'.3)1. A siblIng Is defIned, under Section 9102, IlS an IndIvIdual who hasat leasl one parent In commor'l with the decedent, whether by blood or adoptIon. o PA15002 NTF 29758 Copyright 2000 Greatland/Nelco LP - Forms Software Only REV-l503 Eli + (1-97) , COMMONWEALTH C:F PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marion E Schroder SCHEDULE B STOCKS & BONDS FILE NUMBER 2l-200l-0360 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION ll. Allegheny Airport Revenue l/2023 5.625% VALUE AT DATE C:F DEATH 40,355.20 $lOO.89 per unit 2 396 Shares Bristol Myers Squibb Co. 25,527.l5 $64.46 per share 3 50,000 Par Cuyahoga Hospital ll/l5/202l 6.625% 52,275.50 $l04.55 per unit 4 750 Shares Exxon Mobil Corp. 62,953.1.3 $83.94 per share 5 2,839.528 Shares Federated Equity Fund A 54,973 .26 $l9.36 per share 6 l,494 Shares General Electric Co. 69,807.l5 $46.73 per share 7 50,000 Par Hamilton Hospital 5/l5/2028 4.759; 45, 191.. 50 $90.38 per unit 8 45,000 Par IN Health Facility 7/2022 6.85% 47,543.85 $105.85 per unit 9 500 Shares Lockheed Martin Corp. 18,225.00 Total from continuation oaqes 795,830.11 TOTAL (Also enter on line 2, RecapItulation) $ (If more space is needed, insert additional sheets of the same size) 1,212,681.85 9 PA 15031 NTF 10872 CopyrJghl1999 GreatJand/Nelco LP - Forms Software Only Schedule B (Page 2) Estate of: Marion E Schroder Item NO. Description Value at Date of Death $36.45 per share 10 11,220 Shares McGraw Hill 717,210.45 $63.92 per share 11 348 Shares Merck & Co. 29,439.93 $84.60 per share 12 Morgan Stanley Active Assets 49,179.73 Account No. 716-038909 Total (Carry forward to main schedule} 795,830.11 , REV-1508 EX + (1-97) COMMONWEALTH CJ' PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS. & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Marion E. Schroder 21-2001-0360 Include proceeds of litigation & date proceeds were received by the estllte. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. 11. Comcast Suburban Cable DESCRIPTION VALUE AT DATE CJ' DEATH 27.94 Refund 2 Country Meadows Nursing Home 10,532.72 Refund 3 GE Capital Assurance Company 24,590.08 Long Term Care Insurance proceeds 4 Healthsouth 65.18 Refund 5 Lionel D. Edie Trust 7,789.39 Accrued, unpaid income 6 Marie B. Edie Trust 203.26 Accrued, unpaid income 7 Massachusetts Mutual Life Insurance Company 10,507.99 Policy No. 2240858 Insured: william M. Schroder 8 PA Department of Revenue 415.38 2000 Income Tax Refund 9 Patriot News 49.55 Subscription Refund 10 Tangible Personal Property 500.00 11 United State Treasury 154.96 2000 Refund TOTAL ~Iso enter on line 5, Recapitulation) S (If more space is needed, insert additional sheets of the same size) 54,836.45 9 PA 15081 NTF 108.75 Copyrlghl1999 Grealland/Nelco LP _ Forms Software Only . REV -1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marion E. Schroder SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 2J.-200J.-0360 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECD & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. V AWE OF ASSET INTEREST (IF APPLICABLE) J.1. college Retirement Equities Fund 14,352.54 J.OO.OOO 0.00 14 , 352 . 54 2 Hartford Life Variable Annuity J.75, 513.J.6 J.OO.OOO 0.00 J.75,5J.3.J.6 3 protective Life Variable Annuity J.23,460.22 J.OO.OOO 0.00 J.23,460.22 4 Teachers Insurance and Annuity Association (TIAA) 2,46J..77 J.OO.OOO 0.00 2,46J..77 \ i TOTAL <Also enter on line 7, Recapitulation) $ 3J.5,787.69 9 PA 15101 NTF 10877 CopyrIght 1oo9 Gfeatland/Neleo LP - Forms Software Only (If more space is needed, insert additional sheets of the same size) REV'-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marion E. Schroder SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 2J.-200J.-0360 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. J. Amherst Memorial Studio Grave Memorial Marker 95.J.8 2 Myers Funeral Home, Inc. Cremation J.,225.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 44,945.00 Nam. of Personal R.pr.sentativ.(s) Carol S. Bower Social Security Number(s)/EIN No. of Personal Representative(s) S....t Addr.ss 6213 Whitehill Drive CilyMechanicsburg State PA Zip J. 7J.50 Year(s) Commission Paid: 2 003 2. Attorney Fees 44,945.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address CiIy State Zip Relationship of Claimant to Decedent 4. Probate Fees 939.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 500.00 7. J. Cumberland Law Journal Advertising: Letters Testamentary 75.00 2 The Sentinel - Advertising 90.59 TOTAL (Also enter on line 9, Recapitulation) $ 92,8J.4.77 (If more space is needed, insert additional sheets of the same size) 9 PA15111 NTF 10878 CopyrIght 1999 Grealland/Nelco LP - Forms Software Only , REV-1512EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marion E. Schroder Include unreimbursed medical expenses. ITEM NO, SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2001-0360 DESCRIPTION AMOUNT 1, 1 Country Meadows Nursing Home Final Expenses Bill 18.91 2 Donegal Insurance Company Renter's Insurance Premium 143.00 3 Fleet: Financial Bank Credit Card Account Balance 1,530.88 4 United states Treasury 2000 Federal Income Tax 2,799.00 5 Vascular Associates 28.61 9 PA 15121 NTF 10874 TOTAL (A.lso enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 4,520.40 Copyright 1998 Greatlan<1/Ne!<<l LP - Forms SoHware Only REV-l509EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marion E. Schroder SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-2001-0360 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. Carol S. Bower ADDRESS 6213 Whitehall Drive Mechanicsburg, PA 17050-2343 RELATIONSHIP TO DECEDENT Daughter B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM 'OR MADE Include name of financial institution and bank DATE OF DEATH DECO'S VALUE OF JOINT account number or similar identifying number. NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 11. A. 2000 Volvo S70 Sedan 4D 20,615.00 50.000 10,307.50 2 A Commerce Bank (38.58) (19.29) TOTAL (Also enter on line 6, Recapitulation) $ 10,288.21 9 PAl5091 NTF 10876 (If more space is needed, insert additional sheets of the same size) Copyrlgl'1t 1999 Greatland/Neleo LP - Form,. Software Only . REV-1513 EX + (1-97) COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Marion E. Schroder No. NAME AND ADDRESS Of PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS Onclude outright spousal distributions) 1 1. Carol S. Bower 6213 Whitehall Drive Mechanicsburg, PA 170502343 2 william E. Scbroder 619 Berkshire Drive State College, PA 168033305 FI LE NUMBER 21-2001-0360 RELATIONSHIP TO DECEDENT Do Not Us, Trustee(s) Daughter Son AMOUNT OR SHARE Of ESTATE 50.00 50.00 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 9 PA 15131 NTF 10880 TOTAL OF PART II -- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed. insert additional sheets of the same size) Copyright 1999 Greatland/Neh::o LP - Fomis Software Only MARION E. SCHRODER, DECEASED FILE NO.: 21-2001..0360 SSN: 109-16-8331 ATTACHMENTS TO PENNSYLVANIA INHERITANCE TAX RETURN (PA REV 1500) EXHIBIT A: Application for Extension of Time to File a Return and/or Pay u.s. Estate (and Generation-Skipping Transfer) Taxes (IRS Form 4768) dated November 1, 2001. EXHIBIT B: Death Certificate. EXHIBIT C: Last Will and Testament of Marion E. Schroder dated February 15, 1999. EXBIBIT D: by the Register Carol S. Bower, Estate. Letters Testamentary dated April 6, 2001 issued of Wills, Cumberland County, Pennsylvania to Personal Representatives, Marion E. Schroder EXHIBIT E: pennsyl vania Inheritance and Estate Tax Official Receipt dated April 26, 2001 for the payment on File No. 21-2001-0360 in the amount of $59,850 received by Mary C. Lewis, Register of Wills, Cumberland County, Pennsylvania. EXHIBIT F: Pennsylvania Inheritance and Estate Tax Official Receipt dated November 2, 2001 for the payment on File No. 21-2001-0360 in the amount of $4,500 received by Mary C. Lewis, Register of Wills, Cumberland County, Pennsylvania. 1 MARION E. SCHRODER ESTATE Carol S. Bower, Personal Representative, 1250 Broadcasting Road, Suite 103 Wyomissing, PA 19610-3204 G 610.378.9900 (Telephone) 610.378.9371 (FAX) . i~~}I)~ E-mail: mrileyr@ix.netcom.com ~~~ November 1, 2001 Pennsylvania Department of Revenue Bureau of Individual Taxes Inheritance Tax Division-EXT Department 280601 Harrisburg, PA 17128-0601 Re: MarionE. Schroder, Deceased Mechanicsburg, Cumberland County, Pennsylvania Social Security No. 109-16-8331 File No. 21-01-00360 Ladies and Gentlemen: Enclosed for your information are true and correct copies of: 1. Application for Extension of Time to File a Return and/or Pay U. S. Estate (and Generation-Skipping Transfer) Taxes (IRS Form 4768): Carl S. Bower, Personal Representative, Marion E. Schroder Estate. 2. Statement: Return of Carol S. Schroder Estate. Application for Extension of Time to File Bower, Personal Representative, Marion E. f ~~ Pennsylvania Department of Revenue Bureau of Individual Taxes November 1, 2001 Page 2 ACTION REQUESTED. I, in my capacity the Personal Representative of the Marion E. Schroder Estate (the REstate"), request that the Pennsylvania Department of Revenue grant to the Personal Representative an extension to May 3, 2002 of the time within which the Personal Representative must file the Estate's Pennsylvania Inheritance Tax Return. QUESTIONS, COMMENTS. concerning this letter and If you have any questions the enclosure, please call or comments me. Sincerely yours, ~JB~- Carol. S. Bower, Personal Representative Marion E. Schroder Estate Enclosures (2) cc: Office of the Register of Wills Cumberland County, Pennsylvania (with enclosures) Phelps T. Riley, Esquire Phelps T. Riley, P. C. (with enclosures) STATEMENT: REASONS FOR REQUEST FOR EXTENSION OF TIME TO FILE U. S. ESTATE TAX RETURN MARION E. SCHRODER, DECEASED SSN: 109-16-8331 Marion E. Schroder died Mechanicsburg, Cumberland County, on February Pennsylvania. 3, 2001 in To date, the Personal Representative has been unable to determine the value of certain assets and 1iabili ties of the Estate. The Personal Representative reasonably expects to determine the value of those assets within the next three to six months. ACTION REQUESTED. Gi ven the pending determination of the value of certain assets and liabilities, the Personal Representative requests an automatic six-month extension of time to May 3, 2002 within which to file a complete U. S. Estate Tax Return (IRS Form 706). UaAJt i~- Carol. S. Bower, Personal Representative Marion E. Schroder Estate -- Fann 4768 Applicat.\ln for'Extension of Time To File a Return and/or Pal u.s. Estate (and Generation-Sklpping Transfer) Taxes Departmenl db Treasury - -- """" For filers of Form 706. 706-11. 706-0, or 706-NA (circle on one) Note: Use Fexm 2758 10' /Jesl an extension fex Fexms 706-GS(D) and 706.GS(T}. Identification Oec:ec:Ied"s first name and middle initial n(01/0 ( (Rev. _ 2001) OMS No. 1S4s.o1S1 Oeceded.'s lest name Data of__ Marion E. Name of",""""", Schr Name d filer (if other lhan the 8X2CUlOr) Decedent's social sec:urfty number -..."'- (Number, street. Md room or de no.) EstaIe tax return due date City. state. and ZIP code Dom;c;Je of -.. (county. ...... and ZIP cXldeI xtension of Time To File Form 706 . 6081 - extension. " you are applying for an automatic 6-mon1h -..sion or time to file Form 706. check here (see inslruclionsj: . .. iii AdcfilionoI extension. " you are an executor out or the coortry applying for an extension 0/ time to tile In excess 0/6 morths. check here .. 0 Y.:;u must attach a statement e..ptaining in detail why it was impossible or impractical to fiieForm I ~ date n,-qoc~ 706 by the due da~e. See the instructions. Enter the e~' - date requested. _ 5/5 (0 2 Extension .... cause. " you have not filed a request for an automatic ~_.r.; such a ~ has . . ched< here.. 0 You rraJSt attach a written statement explaining in detail you \\'ere automatic Extension date requested extension. why k was impossible or impractical to file Form by Ihe due date. and why you should N / A . be grar<<ed an extensioo at this time. See Ihe instructions. E(.ler Ihe extension date requested. Extension of Time To File Form 706- 706-0, . 6081 You must attach your written statement to explain in detaiI.Why k Is Impossible or impractical to life . a reasona com ete return b the due date of the retlm; , Extension of TlRle To Pa Sec. 6161 You must attach yoLK written statement to explain in detail it is impossib!elr impractical to paYI' Extension date requested Ihe CuI amount or the estate (or GSl) tax by the return due date. If the taxes cannot be determined / because the size of the gross estate is unascertainable. check here .. 0 and enter' -0-. or other N A appropriate amount on Part V. line 3. You must attach an explanation. Pa ent To an Extension R uest 1 Amount of estate and GST taxes estimated to be due. . 1 2 Amount of cash shortage (compiete Part IV) . . . . . . . 2 3 Balance due (subtract line 2 from Une 1) (see Instructionsl . . 3 Signature and VerifICation If filed by executor-Under penalties of petjury. I declare that I am an executor 01 Ihe estate of the above-named decedent and that to the best of my knowledge and belief, the statements made herein and attached are true and correct. ..~..g.f3~........-..-............- -?!'1.J;'.!>.Qmll__Re.p.+.e.aentat.i ve___.__.....'.'.L11.9J..__._.._ Executor's signatU"e TItJe Date . lied .., __ other than the executor-Under ~ d petjtIy. I _ u.c to the best or my knowledge and belief. ~sta_ made herein lI1d aItaChed are true and conect. that I am authorized by an executor to file 1M aPPfi<.aliuo. lI1d Ihat I am (check box(es) that ~: o A member in good standing or the bar or the highest court of (specify j~sdiclion) ~ECE'\fEn____________:;___.___________u o A certified public accountant duly qualified to praclice in (specify j..-lsdrCoonJ .. .____.___.________________________.:._._____________ o A person enrolled to practice before the Internal Reveooe Service. n !;; o A duly authorized agent holding a power of attorney. (The power 01 attorney need .J .1 ~Jid !.ness requested.) .__..__h.________..._ --....... ..... __....__.__.. ............h____... .__. ....---...--..-........IRS - P-W1LA-P""... ........._______..___._.. FiJef's signatln! (other than Ihe executor) . ^ Date Notice to A licant To be com leted b the Internal Revenue Service application lor extension 01 time to file (part /I or /lQ Is: 2 The application lor extension or time to pay (Part IV) is: Approved 0 Not approved because .h_____.________ 0 Approved 0 Not approved because _______________ ...--.......--..-......._._._._......_.__..______.._...._n_u_ o Other _______.__.hh_._________.__...________________h_hh._ o Other __.hu___________________..__._._____.__...h________h n..___.._._____________..._..______.___.u__.__..______..._._. ___..____.u._.._..___..._._._________u..._.____.....___n_... For IntemaI Revenue Service official Date -.... Cat No. 41984P Fann 4768 (Rev. 8-20011 1I>"'iR"'i "-"V",.'"!, This is ro certify thar the information here given is correctly copied from an original certificate of death duly filed with me as Local'~egisrrar. The original certificare will be forwarded to the Srate Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. 111"""'''''''''''''''''- ""'~~\.~" OF PEf.-.... ,i'W~~i1'~, $~.' 'L.' !~I ..... . ~i i51 -.-"-<'::' ,'i:~ II:. _. ". I S ,*~.,.. ~*$ "- a ,..'~ ' /"..:~) \.~ /.'1S$\\\ '" '1,p);;-_.~~,-~"", ....~,,,......f"fNl ~'{ 11111111 """""""/#11111 J )" .f It' JA J( 'lJ 1.1, ./;}}.f,f /'fj Local Registrar P 7121250 ~/>>/J"'27r "', d.lJt?/ Date HI0514JR..2187 COMMONWEALTH OF PENNSYlVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS CERTIFICATE OF DEATH TYPEJP/lltOT '" PERM......E...T IIl"'CI(I...K s~T~-~ srME<'U>W""",A SOC'''I.Sf.CURlTYNU~Bt:A '. AOE It... Bo-1noaVl 16 - . o.reofoEATH-,M~_-oa.:--;';;J-.~-~- February 3, 2001 . Female J. 109 - ~tylO .. COUtOTYOfOEATH 81 y,. 8'fUt<f'v.CI"C.tv...... Pl..ACEOfOE....H'C~oclo"""''''.._ _,,,..'uc,"""'''''''''''',_, 3Ia..", f"'~q"C"'n"V1 HOSPItAl. - Hamilton, New York Inpal_ 0 ER/Outp&l..", 0 , . F"-ClUTY......IolE[lIn<1'''''',....,'Ci'.!l'v<lSI'.....'''''''''"_. k. Cumberland k Hampden 6213 Whitehill Drive RACE-_.........n._.Wh....... ISpecI',l Media ""'SOECEOt:"'TE~ERIN US.AAIolEDfORCES1 ....D No~ ". White OECEOENl'SUSUAl-OCCUPlUIOH (~~~:.;.."=.::,~~ 11 . Journalist 11 . OECEDENT"S......llNO'O'ODAES$ISl'...,~.s...Z..COdel IIINOOFlIUSINESSIIf'lOUSlRY " " MAR/lAl.SWUS.__ _...........,w_. -.- Widowed I-h:r.mprlpn Tv..rp SORIIMtfGSPOUSE "'_.~.....-.........., '. fNHI;;/I'SNAAAECFn,.Iol_.l-aSl) 6213 Whitehill Drive Mechanicsburg, Pa. 17050 OECEOE"'T'S ACTUAl- RESlOENa: s.,.,.....,...-.,. onolneo-_l 17..Sto,. Po. 17<:.CXV..__.. .. l1'b,C"" ~ - ........ Cumberland ."...,....,7 1711.0 ::':"''''':':~af UOTHE/I'S N.MEif.Ol, Iol_, Iola--.Sut-.... - ". INFORMAHT'S_(T~''''1 Lionel D. Edie Carol S. Bower 1'. Marie I. Bruce ItlfORMAt<T"SloIAlUNOMIOAES$lSI<....~,_.ZiPCodioI 6213 Whitehill Drive Mechanicsbur Pa. 17050 PUCEOFOlSPQSITIOf,I.N_afc..-..v.C,..........., HlC.vlON.C~,s....ZIpCo<lO ",OIMtPlKe IoIETHODOFDlSPOSl1'lQl\l 8unaIO c.-__Cl AatnonII_.....SI.1.D J _0 11.. ..- Feb 6, 2001 ." Conolite Crematory ~EAHOAOOAES$OFFACll.'TY ZIII. Schaefferstown, Pa 17088 , ~ o , . l z .,1lCE...SE~~ACT'NGASStJCH /~. Lif,- lICENSE NUIolIlE/I lSoIInao",..."r...! n. ~.de.lI>o".".".da'...."""'.d.,..""p'&C....'Od 4 1 . 'h. .'.....af_"'1O lICENSE NUM!lEA DAESIOHED (MorWI.o.Y__1 - T'MEOFDt:NH ONE PRONOUNCEO OE.O 1M.."",. O.v, "'arl . WO'SC.o.$EAEFEAREOlOIolEDIC.....EV...'.NI'-R/CClA()t<t;R1 _[if P. IJ. HoD H. ."'-"....... "",,"N: OlIIeI'__--..CGtIItO,dlngIO_.b<It :...__~ '*"~inNlol~""__..""",,, :......-- i ^J,l,z..........~ k,;1 u.J~ 11- Za. _ 4:20 AM. .._" ~___~_February 3, 2001 27. NRTI: EN...".. do....... """',.."..""mplIc.l......._.,.""""'....do~',. 00"",, ''''.' '....modeQI~I'tlQ, .UC~ ..0.."'''''''''.'''".,'''''."..... _o'.....n '....... ~'"'onIyo....""u.."".OCh_ P.v...'-JL,~"JlJ'\~~,."\~(ili(~J_ _Q,,f,~...\... OlJI<lOIOflASACOf-ISI;UuEt<CEDFl' " ~ . I :-'==':;;;:'::::'-- n 1-" \to, .v , -C.......J........,.~ , ~ WERE"AUlQPSYFltwlt<OS -.uel.E PI'IOA 10 COWP~ElIONOFCAUSoE OFOERH? MANNER OF Dt:...rH OAl"EOF'NJU/lY IhA""...Oay,~ar' ..L T~OF'HJUFlY h ~. (I' P' ,,~ fi,JU/lYNWORI(? OE$C/lleE HOW INJlJRY OCCURRl;:D _.. )!'J n o -<~ o fJ o PLACEOFIHJURV.Al_.'.........'....IOdOty._. butdInQ,.IC.tSpee,") ,. _ 0 1000 ~ -~. P"ldo"ll'''''''''~i''io'' COuld""'......'.'m""'d . _ 0 HoOf ~O ~O -~ ., Do. zaIo. l;ERlIf'IEII'C"eo;~onI'I ",.... 'ClUnlFYLHC;; PKYSlCl...N ,Ph,,,,,,..,., <~""".>Q c..... 01 ~....... "'~"" .,nol'"'' "n,,,,,,,,.., "... ",,,,,,,,,,.--<<1 J".'o ""~ .c'"""".....,,""" n, fa........lO....'._......'..I"""cw......_........,.u..(.I.""m.n.....,...,._,. H ...~NC't<G......DCUI"FYINQPtlYSICI...N'I't'_"""""r."""''-'-''''''''9~e.'n.''''"'''',,y"""oe.""..."'....."o, T...... Ioftl 01 my k....w1...y.. d.....""c.."e4.11he ,_. d.'., ~"" pl.c.. ."d du.'. l~.uu..j.l''''' m...n.'d .'~l"" 'MEDIC.r.lEll.r.MI"'I'IIiCOAOlolIER On tn. Dul. ot...ml,,"I'O~ ....dlor Inu."t1.h..... in my opi"",.., dUI.. o>cc..".1I01 lh. 11m.. dol., ."d p'ac.. ond du. 10 1". <.""C.l.nd m..........l.le4 ... REO'STR.R'S SlGN....URE.Nll NUhABER .. J/u~{ia~,-, 0& ~_______.__.. L2J.~ o ~ C'bYUtlry 0..J.COI , r (()J ff'yr LAST WILL AND TEST AMEN't OF MARION E. SCHRODER 1;. MAlUON E. SCHRODER, now domiciled in Cumberland COWlty. Pe!lllsy/vania, declare this to be my Last Will and TeStament I revoke all other wills and codicils that T may have previously made. Article T My just debts and expenses of my last illness. funeral, and adn1inistration afmy estate shall be paid by.IXlY Executor from the principal of my Iesiduaty estate lIS soon as practiCllble after my death. Article n All inheritance. eState, and succession taxes (including intereSt IUId penalties thereon, but l10t including llDY generation skipping tax) payable by reason of my dea1h shall be paid out of and be charged ge=.lly against the principal of my residUBIy estate witheut reimbursement fram My person. This provision is not a waiver of any right which my &eoutor bas to claim reimbursement for any such taxes IWich become payable as the result of any property over which I bave the power of appointment. Aaicle m I give, devise and bequeath in accordance with any memorand\llll whicll I have either handwritten or signed. located with my will OT with my valuable papers and found within 30 days ofrhe probate of my will. Gifts may only be to persons Who survive me or to orgam.z;Uions which exist at my death, and if there is a coDflic:t, the memorandU1t1 having the latest date sball govern. Article IV All the rest, residue and remainder of my est&te, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my children, CAROL S. BOWER., of Cumberland County, Pennsylvania, and WILLIAM SCHRODER, of New Yortc, New York. However, if a beneficiary does not sllTVive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those 4cscendants shall receive, per stirpes. the slwe the bene:ficilU)' would have received bad he or she suMved me by thirty (30) days. . &'ticle v 1 nominate, constitute, and appoint my daughter, CAROL S. BOWER. as Executrix of my Last Will and Testament In the event oftl1e renunciation, death. or ina.bility to act, for any reason whatsoever of CAROL S. BOWER, I nowinate, constitute and appoint my son, WJUL\M SClJRODER, as successor Executor ofmy Last Will and Testament. I direct thlIt my Executrix or successor be permitted to serve without bond and in addition to those poWlm grauted by Jaw, I grant thent power to distribute in cull or in kind in like or in IDllike shares and to file any qualified 2 ....,---.:-.~~'.~.""V....~r disclaimer I could have filed if living. My ExecutWc or Executor shall receive reasonable compensation for services rendered to my estate. Article VI In a<:Idition to the powers conferred by law, I aUthorize my Execl.Il:!ix or Exe<.\utOr, in her or his absolute discretion: (a) to retain in the form received and to sell either at public or priYllte sale. any real estate or personal property except that which r specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all faUns of pIO~ without being confined to legal investment;, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court apProval and without consent of any benefioUuy, (f) to file any federal inoome tax return for any year for which r have not filed such return prior to my death, (g) to make distnoutioD$ in casb or in kind, or in both. and to determine tbe value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessaty by my Executor; and to pay from my estate reasonable compensation for all their services. and 3 (i) to conduct alone or witb others, any business in which T 8.l11 engaged in, or have an interest in lit time of my death. and (j) to receive reasonable oompensation in accordance with their standard schedule offees in effect while their services are performed. IN WITNESS WHEREOF, L MARION E. SCHRODER, hereby set my band to tllis my Last Will and Testament. 011 this ~ day of )<,6,1HL __ 1999. o l)~ .C.S~&.-.:.:' MARION E. SCHRODER In our presence. the above-named MARION E. SCHRODER si/l1lc>d this and declared th.is to be her Last Will and TestaJnent and now at her request, in her presence. and in the presence of eaCh other. we sign as witnesses. ~ Address PtJ5 A".J -r1r",'>Ln/l (I$WI~ ~M;,kLA!, ~ / ?/CJ? ~ k~..d tJI. ~.t.a. r2 I7f~) ~):tQ 4. r, MARlON E. SCHRODER. Testatrix. who signed the foregoing innnunent, having been duly qualified according to law, acknowl~ that J signed and executed this instillment as my Will. and that T signed it willingly as my free and wluowy act for the purposes therein expressed. Swum to or affinned and acknowledged before me by MA~ E. sgrl~~~~e Testatrix this JS....:. day o~ 1999. ~~#J-~ N Public ~ e-s~~ MARlON E. SCRRODER NoIalIoI_ MoIlelle F. tJlIZen.e:!PIlblIc '--<lr "*""'" l!vP-. ClluQtv My ~ Eliptreo .. 23, l!lf02 We. the undersigned witnesses who signed the foregoing instnunent. being duly qualified according 10 law, d>lpose and say that we we", present and saw the Testatrix sign and execute tbis instrument as her Will; that she signed and exeCUted it willi:ngIy as her free and volunwy act for the purposes therein expressed; that each of us in her sight and hearing signe<i the Will lIS witnesses. and that to the best of OUT knowledge, that she was at that time eighteen (18) years or more of age, of sound JJlind. and under no constraint or undue influencc_ Swom to or a.ffinned and subscribed to before me by 1&/ S TM/ fA/. MIINIn-uNv and R,t:..#A~'" A. aAJ~<J!:)~ witnes~ ~~}.<, day of - (A _ . 1999. It ~j1tf?~ ~ N Publi d ..... --- 1~~iL~~1 5 TOTAL P.06 " and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set of said office at CARLISLE, PENNSYLVANIA, this A.D., Two Thousand and One. File No. 2001-00360 PA File No. 21-01-0360 Date of Death 2/03/2001 S.S. # 109-16-8331 . . STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND estate of SCHRODER MARION E l LA::;'!' , r~K::;'!', JYJ~UULr;) a/k/a SCHRODER MARION EDIE in said county, deceased, to SHORT CERTIFICJ;::': I, MARY C. LEWIS Register for the Probate of Wills and Gra! Letters of Administration &c. in and for County of CUMBERLAND do hereby certify th~ the 6th day of April A Two Thousand and One, Letters TESTAMENTARY in common form were granted by the Register c said County, on the , late of HAMPDEN TOWNSHIP CAROL S BOWER \ LA::)'l', r .11<.::)'.1', M..lUULE) my hand 6th day and affixed the seal of April '>>;011:/ ~J;fm/~ -:hlu -' N'f/ AQ.ou,t; Regist!'!L' NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL --- FOLD HERE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 . PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 496518 REV-1162 EX (11-96) RECEIVED FROM: r RILEY PHELPS T 1250 BROADCASTING ROAD SUITE 103 WYOMISSING, PA 19610 ESTATE INFORMATION: I ALE NUMBER 21-2001-0360 SSN 109-16-8331 NAME OF DECEDENT (LAST) (FIRST) (MI) SCHRODER MARION E DATE OF PAYMENT 4/26/2001 POSTMARK DATE 4/25/2001 COUNTY CUMBERLAND DATE OF DEATH 2/03/2001 I T'\~LC' rl... REMARKS CHECK# 101 SEAL TAXPAYER ACN ASSESSMENT CONTROL NUMBER AMCUNf 101 $59,850.00 FOlD HERE $59,850.00 TOTAL AMOUNT PAID PB ~'~"~ e.y..--~ MARY. 0 REGISTER F WILLS~ ~. - ~ COMMONWEALTHlF PENNSYLVANIA DEPAR~Et.l.T.wF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RILEY PHELPS T 1250 BROADCASTING ROAD WYOMISSING, PA 19610 -------- '"ld ESTATE INFORMATION: SSN: 109- 16-8331 FILE NUMBER: 21-2001- 0360 DECEDENT NAME: SCHRODER MARION E DATE OF PAYMENT: 11/05/2001 POSTMARK DATE: 11/02/2001 COUNTY: CUMBERLAND DATE OF DEATH: 02/03/2001 NO. CD 000484 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,500.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CAROL S BOWER CHECK# 71610202 SEAL INITIALS: SK RECEIVED BY: TAXPAYER $4,500.00 MARY C. LEWIS REGISTER OF WILLS Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 RILEY PHELPS T 1250 BROADCASTING ROAD WYOMISSING, PA 19610 RE: Estate of SCHRODER MARION E File Number: 2001-00360 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: 2/03/2005 Your prompt attention to this matter will be appreciated. Thank You. ely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Marion E. Schroder Date of Death: February 3, 2001 File No. 2001-00360 Pursuant following with estate: to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the respect to the completion of the administration of the above-captioned 1. State whether administration of the estate is complete: Yes (X) No ( ) 2. If the answer is "No," state when the personal representative reasonably believes the administration will be complete: 3. If the answer to No.1 is "Yes," state the following: Court? a. Yes Did ( ) the personal No (X) representative file a final account with the b. The separate Orphans' Court No. representative's account is: (if any) for the personal c. Did the personal representative state an account informally to the parties in interest? Yes (X) No () informal attached d. Copies of receipts, accounts may be filed with to this report. releases, joinders and approvals of formal or the Clerk of the Orphans' Court and may be Date: January 13, 2005 ~~c -----r u._ C..:; N Cl Phelps T. Riley Name (Please type or print) lLl C) Ci:":: ~ -,- LL! c~,'. ,c Cl..- 1250 Broadcastinq Road, Suite 103 Address C~ ' 11 , (:J ('':. C) C) ~ ;;:: LL c,:; ~~<: ' ::J ~~~: ;_ U&~.' O-c () Wyomissinq, PA 19610 -"" -, C~ c::::.'l C:::;) <"" (610 ) 378-9900 Telephone Number Capacity: X Personal Representative COO"," '0< Cecco""' "O'COCC"'."~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: MCLrIOf\. E: S;c'^ '-'0 d<2- r Date of Death: ~ to <.).~ C> I Will No.: rc::e,~ :;to 0 t- DC> :) (> Admin. No.: Pursuant to Rule 6.12 ofthe Supreme Court Ol}Jhans' Comi Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State~ether administration of the estate is complete: Yes ~ 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.1 is Yes, state the following: a. Did the personal r!Besentative file a final account with the Court? Yes _ No JCl b. The separate Ol}Jhans' Court No. (if any) for the personal representative's account is: c. Did the personal ;:s'resentative state an account informally to the parties in interest? Yes JCl No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Ol}Jhans' Court and may be attached to this report. Date: ~ l.1 'L<Z> 0:;" ~ S ~ Signature '::"') c..- c.vv-<> I Name s. r;?,ow-e-r (,'Ltj, ~~ ---:::. ~~I.,,~ p.-f (76.>0 '117 e,a,i lq~V Telephone No. Capacity: ~ Personal Representative o Counsel for personal representative vA