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Home My WebLink About02-0391 Estate of ROBERT A. OLSON also known as PETITION FOR PROBATE and GRANT OF LETTERS ~,- 0.;, - 00. \ No. To: Register of Wills for the Deceased. County of Cumber land in the Social Security No. 101\-07-1 '>'\6 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executrix in the last will of the above decedent, dated AlIgJIRt: 1. and codicil(s) dated named ,1996 (state relevant circumstances, t.g. renunciation. death of executor. etc.) Decendent was domiciled at death in Cwlberland h is lasl family or principal residence at 2399 Rolli County. Pennsylvania. with Hills Drive, Kechanicsburg. PA 17055 (' I ...... (list street, number and muncipality) Decendenl~ then 89 years of age, died April 1. 2002 , 19 at Bradrord PennsylvaDia Excepl as follows, decedent did not marry, was nol divorced and did not have a child born or adopted after execution of the will offered for probale; was not the victim of a killing and was never adjudicated incompetent : Decendent at death owned property with estimaled values as follows: (If domiciled in Pa.) All personal properlY (If not domiciled in Pa.) Personal property in Pennsylvania (If nol domiciled in Pa.) Personal properly in County Value of real estate in Pennsylvania situated as follows: 300.000.00 $ $ $ $ WHEREFORE, pelitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t:est:.....nt:arv theron. (testamentary; administration c.t.a.; administration d.b.D.c.La.) o '0 o ~Z " ~ a;~ ~o c:;''::: ('3';: 7:: ~~ ~4t-~ ~. I:t.u,. Kr en.. eeli' 2399 Rolling Hi~~B Drive Kechanicsburg. PA 17055 ~ ;;, ".J: OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF ~~ J The petitioner(s) above-named swear(s) or affirm(s) that the stalements in the foregoing petition are true anLi CDrrect [0 the best of the knowledge and belief of petitioner(s) and thaI as personal represen- tat;"el") of the above decedent petitioner(s) will well and truly administer the estate according to law. ~worn l0 or affirmed and subscnbed { 't;: f.~ ~ '* held! (' mr.: tlli', 4ifH ' day of __./ ~;:! rt<1l9~ . K. Gu, :a C::t~l!.~~C0-rl1-~~, ~ - 1>1 Y C LEWI S Rell;ster rlJ' ~ bl - \ \(- No. /1 - O? - 'N1 Estate of ROBERT A. OLSON , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APR IL 16 tt "001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated August I, 1996 described therein be admitted to probate and filed of record as the last will of Robert A. Olson and Letters TestBllleDtary Kristen E. Green are hereby granted to ~l!l2".)p" /1,,{IMlr., Register of Wills flU'(! MARY CLEWIS FEES Probate, Letters, Etc. ......... $ 305.00 Short Certificates( 1p... . . . . . .' $ 30.00 .. .. . . .. .. .. . .., $ 5.00 $ 9.00 0.00 TOTAL - $ 3~4.(j(j Filed ..... /lP.R I L ..1.6. . 2Dm. .. .. .. .. . .. . Renunciation X-Pages JCP ATTORNEY (Sup. Ct. t.D. No.) Susan J. Bartman, 65184 1 Irvine Row, Carlisle, PA 17013 ADDRESS 717-249-7780 PHONE .0 I,:, '" I 8: c:.:::: -:'J p ,'.j C'~ :' "r~ -'_.... !I: Called attorney on 4-16-02 21 - 02 - 391 RENUNCIATION IDReEaUt.of RORRRT A OT.HON dlo:lllr. To tile R.... of Wills of ClIMBF.RT A NIl CouDty. I'eaDIylvuia. ". \IJIdeniaDed Lucv A. Olson. daURht:eT of the ahem CW...1....... bereby ~.) the riptto ...Lftlftl_ the eatare IIIId respa:tMy at(s) tIuIt LettIn. Testamentarv bf: iaaed to Krist:en E. Green wmmss b8Jld this I. day of Ap,...-rl lI... :!QllQ (Slpature) ~ A ()t2-,/nf ~ (Addnsa) Lucy A. Olson 362 Kinard Run Bradford. PA 16738 (Adlkwo) . (Sipaturel .~ ~ (AddRoI) (Sipature) ~ . ('Ulil~) (AddRu) 9S: t:\f [7- CJdV iU. ~ ;,0-_ -)i~ HIO'i,HI)'j RIO,\' 'IiH(, IllS rs to certify that the information here given is correctly copied from an original certificate of death duly filed with me as toed RC'gistrar. The original certificate will be forwarded to the 5[;lte 'v'ital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. /i(~f",oTpj;>.~~ "",~~~'\. tif; lJI~'" '1<::<";. l:st/" ~, \~i ~ 5', -:~~. I~~ !(~~ Y~i ~~ /~,i "',-.'!rAlfNTI\{~~""" """-//N/NNllfJJllllf /?ntZA / P. U /41 ..4 _/Z"-'---' Local Registrar fee for thi~ certifIcate, 52.GO P 8212:1 26 1/- ;2. - ':;' .J- Date ~"" COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH 89 UHl)Ef'llVEAfl _'" 0.\'1 Robert A. Olson UHOEA I 0IIII -i-- ~, ,.MALE STAJE~"ENU...vl SOC''''l SECu/'llfY NUloOeEA O"'TEOFOEJlnU.Ac"",.~':'!frl .. M'RIL 1, 2uO.l N"'MEOFOfCEOENT,f""M_,l_1 ,. .oGE""'S"'Maf' ,. FJIIllEA'SNAMElf""I,M""',l.~ 100 St. Francis Drive Bradford, PA 16701 OECEOENT'S ACTU"'l ~~ cSee""""""",," ""'__, '.108- - 07 - 1536 IIf'ITHPVoCE:C'1'\'aNl ,...."f",_C","""", Pl.ACEOf'OE#HrC""".<lf'II'''''''.-....'"",..e'.....''''__l .. Ludlow, PA EI\ICluIi*lOOlLJ =1'\0>0 1,...51_ ~ - --. --..1 "d~ :;..-:::,::,,,, T~R.$MloIIElf..I._,_Sul_l ". ,1\:.0""'.__10 loIA#lI1Al..ST,vUS._ ~_lol_._ ~""t$poocoly, widowed RACE."--.iIlIKll.-..... ,-, white --~ I~""",___I OIJl/llfYor:OEArH !O(El\N 1lRl\DFCRll roJMEIDCAL IDME ... IONOOFBUSltfESSM<lOUSTFlY .. Furniture ,,,. Pnmsvlvania McKean - Bradford - ,. ,,*Q<lMANT'S N"'WE (I"..,.,.P.-""I John Olson Kristen Green ,. _ONIAHT.S....IUNOAOOAEss'_.Ctlylbooro.~,lipCocleI .2399 Rollin Hills Drive Mechanicsbur PA PlACEOI'OlSPQSlTlOH.tu_OIC_..-y.c..........., lOC citJofIiMn._.Z-IlIC<><Je "'ou..._ Southern Tier Crematory Co. tIC. Anna Olsson 17055 21d. Falconer) NY -L NAME_O.oOoftEssOFAACllIlY _.1bIJ.eriJeck-Qf fimm1 /i:Jres, Ire. Ilmlf=l, PA 16701 l\C~KSENl.N9EA {)RESIGNED (lIlonI'I,Oey._1 310. Dc. wo.S~REFERAEOlOME~(JIP~M "",Q!i4/ ....0 .. ,~_ J'ilRTN: 0IIIef........_-........._.1lul :__ ...._in......-cp.q_~...PNttI t--- DRE PRONOUPlCEODEAD1Monl1>, Oa-t._l M. 2t.,PlUITI: En...,..._._............___ca_'.."..'h,Do....""'..'..._Qf~-.;I..""h.o<.......or'--",.lOrt."...._.."".",.....,. l..~.....CII.......OKI>.... 5:59 A. ,iPRIL 1,2002 ~..- '_-.0"'__ _,E....UNDIEIIl.VINQ c:MISE(o.-or..,.,.. --- ,~"'_)"""T (: (1'fYtm"r+ Ar kn,' OUETOlOA,o.s... QUENCEOft I DUE TOfOIlAS"'CONSEOUfNCE0Fl; _l.l::AURjF.... _...C<lI>CM...... ,......-q..._)- DUE1Ol,O!\AS...~OUf.MCEOF\ _ 0 ~." _. - ctllTFIt:Il'CI'e<;O",...,,,,,,,, .CUI:1ll'Yll1lG""y~C~_~~.........d___..""...c....."".pr.,..,.."'<<I"".",.""c_ed"....,231 'O...._OI...~."..........lII___"'....~.l_.............._. _0 MANNEROFOE....'" -- ~ - 0 - 0 "--'D~"'" 0 - 0 CouId_be""'_ 0 OATEOffHJUAV "",0..,,_\ T'"EOfINJUAV ~UAY"'I'<<>IlII? OESCAIBf>lOWlNJI)AYOCCuAAEO \lfO,SANAUTOf'SV WERE...U1OPSVFlNOINGS PEfFOIlMEP1 _I.Jl8lEl"llOAttI OIM'I.'C'flOl'iOFCAUSf. a~" ... 0 NoD n. . I'I.ACE(}F INJUIlY.Al_.h1""..._, 'octIlrt<_ buiIo:In9.eIC.'Spec"'" _. ~ Mb. ~O .1IE01C...LD"......ERlCOfIONEA O"__.ol.umll>lllo,..-ndfOl"I,.".st..I.....,lttm~09lnion.~....occurr".II...II....,of~.,_pl.....__tOIMCIoU$e\"\-.1'lCl --"",,_.. '" IlEGIST ...A'SSIGN""UAEANONuU8ER )if lb. llCEN6EfllUMIlEA o ,1tID-066775-L 1.Lf, 2, N...IlE ",WI) AOOflESS OF JlEASON WI10 COMPU:TfO CAUse OfF DE....'" l1>em21IT}'POIorP<lf1l AZIZULLAH,ABU N. ,M.D. o 6 NORTH CIiNl'ER == n OATEF"-fO{"""",,, 0.',_'1 .~_ANOCf.IlT..ylNQ~fIClAN(""""""'~"""''''~_n':.''9_.nOcen''''''''"'cao...'''''''.''') Tol""'_<M...~~._......._M__.O_..""...K...""_.......uueel.l_m.n............, " n. 7"- ~ - ~ 0"0:z. 14unt Ifill uub Wtntumtut of Robert A. Olson I, Robert A. Olson, of2399 Rolling Hills Drive, Mechanicsburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in the State of New York THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH I specifically devise all of my shares in Patrick Henry National Bank to Kristen E. Green, per stirpes FIFTH I give, devise and bequeath any and all tangible personal property not already specifically devised, owned by me at the time of my death unto my daughters, Kristen E. Green and Lucy A. Olson, in equal shares per stirpes. SIXTH I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my daughters, Kristen E. Green and Lucy A. Olson, in equal shares per stirpes. SEVENTH I give, devise and bequeath all the rest, residue and remainder of my estate unto my daughters, Kristen E. Green and Lucy A. Olson, in equal shares per stirpes. EIGHTH I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. NINTH I hereby nominate, constitute and appoint my daughters, Kristen E. Green and Lucy A. Olson, as Executrices ofthis my Last Will and Testament. I hereby relieve my Executrices from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrices, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this 1st day of August, 1996. Utdf2"YI71 /~// .' (Vt:-~ Robert A. Olson Signed, sealed published and declared by the above named Testator Robert A. Olson as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~//~/JdJ.~) ,/ . ~ ~/ ${4h%j / " '. COMMONWEALTH OF PENNSYL VANIA ss. COUNTY OF CUMBERLAND I, Robert A. Olson, Testator 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 that I signed it as my free and voluntary act for the purposes therein expressed. f(:LJ {l ()fJ Pnv Robert A. Olson Sworn or affirmed to and acknowledged before me, by Robert A. Olson this 1st day of August, 1996 .-bdtc- n [' ,,/:;..-< <2 Notary Public (SEAL) g -- NOTARIAL Sl:AL VELDA M. SlcASE, Notery Public Shlppensburg Bore, CUmOOflooti County, Pa.. My Commission Expires Apr~ 16, 1993 COMMONWEALTH OF PENNSYL VANIA ss. COUNTY OF CUMBERLAND We,Susan J. Otto and j.'/I<fSJ'f,s, f1ftlSScr 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 Robert A. Olson sign and execute the instrument as his Last Will; that Robert A, Olson signed willingly and that Robert A Olson executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence, JUA'? '&~) /' r.Y'~ '1lf~ Sworn or affirmed to and subscribed before me by Susan J. Otto and L li1d5.1I(S, #1/..5.5<< , witnesses, this 1 st day of August, 1996, tit~~4r ~ Notary Public (SEAL) NOTARIAL SE~L . VELDA M SEASE, NO!>l,y Public S"'Ppe~Sbufg Bore, Cumberla,,':! County P My Comml::;.;:r.,J:1 Expire" Ap'i'15 1nl'l.S' a. ..U&......".c""....,'-"....."'......,.,:,_.""~,,_.~: . ';;1';;> _t t " '02 f\FR - 4 l\i i ',56 C,':;." C\:\T\\-j ~ ~ ~ 0 0:. <'l ~ <5 ~ ~ ~ J"~ ~ I- ... 0 ~ e> (/l I- "a:~ '8 0 .. Ulll- ~~ ..a ~ ~ -; ui ~ z ~ .J It -.. d ... o ~ :3 ~ 0 ... It ~ :t " ~ Z <) ..... ? - ~ 0 ...... >:t d ~ .. . . . ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(Al NAME OF DECEDENT: ROBERT A. OLSON DATE OF DEATH: APRIL 1, 2002 WILL NO. 21-02-0391 ADMIN. NO. TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.5{a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 24. 2002 : ~ ADDRESS Krisren E. Green 2399 Rolling Hills Drive. Mechanicsburg. PA 17055 Lucy A. Olson 362 Minard Run. Bradford. Pennsylvania. 16738 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE :'Y"j ,/' ~/ / si~d /.:1'iii6_- Name Susan J. Harrman ./ DATE: f 7'/,10 ~ Address 1 Irvine Row '. '''J Carlisle. PA 17013 <"J P Telephone 717-249-7780 ?..) c..: Capacity: Personal Representative x Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF 1NOlVlDUAl TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM; PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HARTMAN SUSAN J ESQUIRE 1 IRVINE ROW CARLISLE, PA 17013 n_~_n_ fold ESTATE INFORMATION: SSN: 108-07-1536 FILE NUMBER: 2102-0391 DECEDENT NAME; OLSON ROBERT A DATE OF PAYMENT: 11/14/2002 POSTMARK DATE; 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/01/2002 NO. CD 001843 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $13,604.79 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: SUSAN J HARTMAN ESQUIRE CHECK# 201 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $13,604.79 MARY C. LEWIS REGISTER OF WILLS REV-1500EX+C&<<J) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280&)1 HARRISBURG, PA 17128-0001 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W o w (J w o l!! ld~!:l J:~~ Uial DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INrr~) Olson Robert A. DATE OF DEATH (MMOO-Yer) DATE OF BIRTH (MM-DD-Ver) 04/01/2001 06/28/1912 (IF APPliCABLE) SURVNlNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INIT~) 00 1. Original Return o 4. Limited Estate [RJ 6. Decedent Died Testate I....""" ofWlI o 9. Litigation Proceeds Received o 2 Supplemental Return o 4a. Future Interest Compromise (dale of desth der 12-12-82) o 7. Decedent Maintained a Living Trust (AltachCCflYlIfTruat) o 10. Spousal Poverty Credit (dlt& ofdealh between 12-31-91 and 1-1-95) TAX INFORMATION SHClULD BE COMPLETE MAILING ADDRESS 1 Irvine Row X _(15) 302.328_57 X .045 (16) x 12 (17) X .15 (18) (19) l- I THIS SJ!(;TION MU$T BE CoMPI.!TIi\). AU. CORRElIPONDENC& AND NAME Susan Hartman E FIRM NAME (ff AppIcabo) Duncan & Hartman TELEPHCNE NUMBER 71 249-7780 Carlisle (1) (2) (3) (4) (5) z o ~ :;:) I- ~ (J ~ 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Cof?Oration, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly OWned Property (Schedule F) o Sopsrale Billing Requested 7.ln\er-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G Of L) 8. Total Gross A_ (tolal Lines 1-7) 9. Funeral Expenses & Administra\ive Costs (Schedule H) 10. Debls of Decedent, Mortgage Liabilities, & Liens (Sctiedule I) 11. Total Oeducllon.(tolal Lines g& 10) 12. Net Valu. of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election 10 tax has not been made (Schedule J) (6) (7) (9) (10) 14. NetValu. Subjeclto Tax (Line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSe sIDe FOR APPlICABle RATes z o ~ <C I- :J ~ 8 ~ 15. Amount of Une 14 taxable at the spousal tax rale, or lransfers under Sec. 9116 (a)(I.2) 16. Amount 01 Line 14 taxable at lineal rate 17. Amount of Une 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. TaxOus 20. 0 OFFICIAl USE ONLY vi' I .., File NUMBeR 21 -0 2 039 1 ~-'IEH\---'iiiiiil\-- SOOAL SECURrTY NUMBER 108-- 0-7 - 1536 THIS RETURIl MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURrTY NUMIIER o 3.Rema\ndeTRetum (drieofdealhpriDrto12.13-82j o 5. Federal Estate Tax Return Required .L 8. T olal Number of Safe Deposll Boxes o 11. Election 10 tax under Sec. 9113(A) 1_" 0) TO: PA 17013 OFFICIAL USE ONLY 20;504.65 58.535,45 50.786.92 196.838,28 (8) 326.665.30 23,782.30 554,43 (11) (12) (13) 24.336_73 302.328.57 (14) 302.328_57 13.604.79 13.604.79 [)e(:ed nt' C I t Add e s omDle e ress: STR.EEf.:"uDRE':SS " 2399 Rollinn Hills Drive crrY Mechanicsbura I STATE I ZIP 17055 PA Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. creditslPaymenls A Spousal poverty Credit R Prior payments C. Discount (1) 13.604.79 Tota/Credils(A+B+C) (2) 3. Intl!l'estfPenaIly K applicable O. Interest E.PenaIly Tota/lnterest/Penalty ( 0 + E ) (3) 4. IfUne 2 is geater than Line 1 + Line 3, enter !he difference. This is !he OVERPAYMENT. Check box on Pagel Line 20 to request a refUnd (4) 5. If Line 1 + Line 3 is geaterthan Line 2, enler!he differenoe. This is !he TAX DUE. (5) 13.604.79 A Enter !he inlerest on !he tax due. (SA) B. Enler the total of Une 5 + SA. This is !he BAlANCE DUE. (58) 13.604.79 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 transler and: Yes No a. re1ain!he use or income of !he property b..lOf"'..d;......................................................................... 00 0 b. re1ain the rigtlt to designate v.I1o s/laIl use !he property transfe!fedor ilsincorne;...................................... 00 0 c. retain a reversionEl}' inlerest;.or............... ... .... ...... ... ..................... ...... .... .............................. ...... 0 00 d. receive !he promise fer ~fe of either payments, benellls or C2rS?... .... ................. ............. .... ................ 0 00 2. If death occurred after OecerOOer f2, 1982, did decedent transfer property ,.;thin one yeec of death ,.;thout receiving adequate consideration?...... .............. ......... ........... .......... .......... ..' ... .............. .... ...... 0 00 3. Did decedent own an 'in trust fa" or payllIlIe upon death bank account or security at his or her deathL............ 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-plObate property v.I1ich contains a beneficilly deslgnation1........... ......... ........... ........... ....................... ................ .... ... ....... .... l&l 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. lklder pen8lies of petjury, I an thllt I hlM!l exlllTlined this retttn, ioclJdina ~ schedu"-!IId statemenbl:. SId 10 the best of my koowledge lWld beIef, it is !rue, correct trld oompSte. Ooolnticnof_olhorlhlo1lhepersonal-"",,,i,baoodonallilfurmalionofohich_hos"'lknowtodge. SIGNA T OF PERSON RESPONS E FOR FILING RETURN DATE , ~. -Oa.. DATE /-1.3' c AD . I ~~U, ~Wt tJ,~J~",J i1 /1t:Jd For dates of death on or after July 1, 1994 and before JanUEl}' 1. 1995, the fax rate imposed on !he net value of transfers 10 or for the use 01 !he swviving spouse is 3% [72 P.S. ~116 (a) (1.1) (ilJ. For dates 01 death on or after Janullry 1, 1995, !he tax rate impcsed on the netva!ue of transfers to orforlhe use 01 !he surviving spouse is 0% [72 P.S. 59116 (a) (1.1) rn)). The s1atute does not exemot a transler lP a surviving spouse from tax, and !he statutay requiremenls for disclosure 01 assets and filing a fax return.... still applicable even K the SUlViving spouse is !he only beneficilIy. For dates 01 death on or after July 1, 2000: The tax rate imposed on !he net value of lranslers from a de<' ,as, d clrild twenty-one yeecs 01 age or younger at death to or for the use of a naturel pa-ent. an adoptive ps-ent. or a steppa-ent 01 !he child is 0% [72 P.S. 59116(a)(1.2)J. The tax rate imposed on !he net value ollransfers to or fer !he use 01 !he decedents lineal beneficieries is 4.5%, except as noted in 72 P.S. 59116(f.2} [72 P.S. 59116(a}(111. The tax rate imoosed on !he net value ollranslers 10 or lor the use of !he decedents siblinos is 12% 172 P.S 691161a\(13\1. A siblino is defined. under Section 9102 as an RfV.1500~:(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE B STOCKS & BONDS ESTATE OF Olson. Robert A AU property JoI~ _ rl9ht of ..........hlp must be disclosed on Sdledule F. FILE NUMBER ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. TXU COrp 692.66 12.8247 shares at 54.01 2. National Fuel Co. 5,594.03 227.777 Shares at 24.56 3. Ivy Fund 1,957.30 11.25 shares at 173.983 4. Mountain National Bank 3.436.44 84 Shares at 40.91 5. Patrick Henry National Bank 4.230.00 423 shares at 10.00 6. Shenandoah National Bank 943.00 41 shares at 23.00 7. Bank Building 20.00 20 shares at 1.00 8. PSEG 2,118.29 46.71 shares at 45.35 9. Met-Life Insurance Company Annuities 1.363.12 44 shares at 30.98 10. EEX Corporation 149.81 71 shares at 2.11 TOTAl. (Also enter on line 2. Recapitulation) $ 20.504.65 RE\t-15Ol1~.{1-97} , COMMONWEALTH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DEC8lENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY EST ATE OF FILE NUMBER Olson Robert A Include the proceeds of liligation and the date tha proceeds were received by the estate All property joInIty-owned _!he right "'survivorship must be dlscl_ on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Mellon Bank National 12,204.24 Checking Account # 1826826313 2. Dreyfus Trust Company-IRA 40,042.27 Account # 717-0100039205 3. Vanguard Group 4,831.97 Wellington Fund Account # 09892113326 4. 1990 Chrysler SDN 525.00 VIN # 3C3XA563XL T032623 5. Refund Penn National Insurance 77.00 10. MetLife Annity 854.97 TOTAl. (Also enter on line 5. Recapitulation) $ 56 535.45 1Wf1SllllEX...(1-9l) COMMO~THOFPENNSYlVAN~ INHERITANCE TAX RETURN RESIDENT OECEDENT SCHEDULE F JOINTLY -OWNED PROPERTY ESTATE OF Olson Robert A. Wan asset _ made lolnt _In one ywa, 01 the dettdenfs date of d-. ft mull be .....rtod on S<hedule G. FILE NUMBER SURVlVlNG JOINT TENANT(S) NAfooE ADDRESS R8.ATIONSHIP TO DECEDENT A. Lucy A. Olson 362 Minard Run Bradford, P A 16738 Daughter B c JOINTLY-OWNED PROPERTY: illTER DATE DESCRIPTIDN OF PROPERTY %OF DATE OF DEATH ITEM FoR JOINT MADE lnc\lde name of fin8'Ci81 institutioo a"ld bslk a:counl number or similll' identif)Wtg number. Atlldl DATE OF DEATH DEro'S VALUE OF NUMBER TENANT JOINT deedforjcjntl'_leoI_. VALUE OF ASSET INTEREST DEceDENT'S INTEREST 1. A. 11-93 The Vanguard Group 101,573.84 50. 50,786.92 Account # 09889293631 TOTAL (Also enter on line 6, Recapitulation) $ 50,786.92 RE\l-151<1a;",{'o4T} SCHEDULE G INTER.VlVOS TRANSFERS & MISC. NON.PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Olson. Robert A FILE NUMBER Th~ scheOOl.musl be COIJlpleted and filed ff the answer to any of quesnons 1 through 4 on the "".... Me of the REV.1500 COVER SHEET ~ yes. DESCRIPTION OF PROPERTY %OF ITEM INCllllETlEKAMEOfMTIWlSf'EflfE, TlEIR RElATIOHSttP TO DECBlfNfH<<l'TtEOA.11:.OF TtWtSfBt DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATIACHACOP'YOFMDEEDFORRfALESTA1'E. VALUE OF ASSET INTEREST "'- 1. Trust agreement 180,838.28 100. 0.00 180,838.28 dated May 17, 1985 Mellon Bank N.A. Trustee (see attachments) 2. Transfer to Lucie A. Olson, daughter, from trust on 03-14-02 10,000.00 100. 3,000.00 7,000.00 3. transfer to Kristen E. Green, daughter, from trust on 03-28-02 10,000.00 100. 3,000.00 7,000.00 4. Transfer to Peter T. Green, grandson, from trust on 03-28-02 5,000.00 100. 3,000.00 2,000.00 TOTAl (Also enteron line 7. Recaaitulationl S -lOA ~'2a: ?R ! {it,. 93'if.~ " 'f' " ~ m JOINr ~mF. L1:VDC msr We, Robert A. Olson, ani Ruth A. Olson, as tenants by the entirety, direct that upon our death our trustee shall collect any life imurance held urrler this tJ::ust, ani othetWise amerxi our tJ::ust dated May 17, 1985 (under 'Nhich Colrm:mwealth National Bank is trustee) by revoking all the articles and replacing them with the following: IHWISIcH; RR am BmEF1T 1. T.if''*.i1llOO Trust:: until the death of the survivor of us, our trustee I!Ihall mv-t and manage the property as a separate tJ::ust, and :make distributions as follows: A. Pavments: OUr trustee shall pay any part or all of the principal and income in accordance with written directions from either of us, 'Nhich may be chan;Jed at any time by either of us. our trustee may honor oral directions as long as it believes the requests are authorized by either of us ani pays the funds to either of us, to both of us, or to any bank or tJ::ust account of either or both of us. Arr:I payment at any time ani for any reason may be made to a joint bank aCCCllmt of ours. After the death of the first of us to die, payments may be made only to the sw:vivor or in accordance with the sw:vivor's directions: B. Ro1ance: Arr:I remaining net i.nocme from time to time shall be added to the principal or invested separately; however, c. Disabilitv: If our trustee believes both of us are incapable of handlirq our own affairs it need not follow ollr previous directions regarding payments during 0lIr lifetimes. Instead, 0lIr trustee may apply part or all of the principal and i.ncane in any way it believes will benefit either or both of us, or any person depeTnent on either or both of us. If only one of us is incapable, the other may act for either or both of us. IR:lVISIalS AFTER '!HE SlJRITl:V(R'S IEMH II. D.isrnozition: After the death of both of us our tJ::ustee shall invest ani manage the property as follows: A. Power of Acooinbnent: Arr:I principal held under the lifetime tJ::ust shall be paid to SlIch one or more persons, organizations or estates on SlIch tents as the survivor of us may at:P'int by a will specifically referring to this power of appoinbnent. Each of us may appoint one-half of that principal if we die at the same time. In default of appointJnent or insofar as it is not effective, the then-remaining principal ani additions made after the death of both of us shall be paid, B. To Named Beneficiaries: To certain beneficiaries either of us names on a supplemental beneficiary schedule. If that schedule is not a~ by our corporate trustee or not in existence at the death of the suxvivor of us, then, C. Pavment To Estate: Mrj principal Mlich does not effectively pass urder the above provisions shall be paid to the legal representative of the estate of the suxvivor of us, or one-half to the legal representative of each if we die at the same time. III. F.;orlv ErwIfrn of Trusts: If our trustee, in our trustee's sole discretion, deteJ:mines that it is desirable to do so, our trustee may end any trust under this deed. A. Method: our trustee may end any trust umer this deed by payin;J the then remaininq principal ancl incc::ana of that tJ:uat to the person then eligible to receive the incaTe of if there is JOOre than one person, to them in such proportions as my trustee thinks aW1.~date. Alternatively, paynent may be made to any trust which my trustee believes will be JlPre awroPriate, even though there may be other beneficiaries1 ancl B. Minors: If any person is a minor or is, in our trustee's opinion, disabled by illness or other cause ancl unable to properly manage the funds, cur trustee may pay the funds to his or her parent or guardian or to any person or organization taking care of the person. In the case of a minor, our trustee also may deposit the funds in a savirgs account in the minor's name payable to the minor at majority, or appoint ancl pay the funds to a custodian for the minor urrler the Uniform Gifts or Transfers to Minors 1\ct of any state. our Trustee shall have no further respollsibility for funds so paid or deposited. IV. llfnhh. in Tnrvwn<>: If a trust is furrled from a larger share, it shall be entitled to a FLUj,Jurtionate BIllClUllt of income fran the time the trust is to begin until the actual funclin;J. 1brin:J that period income and principal may be distributed directly to the beneficiaries, subject to the terms of the trust. All income urdistributed at a beneficiary's death shall be treated as if it had a=rned after his or her death. V. Prot:ecti.ve Pnni..ftn: To the greatest extent pennitted by law, before actual payment to a beneficiary no interest in income or principal shall be (i) assignable to a beneficiary or (il) available to anyone havin;J a claim against a beneficiary. Elroeptions may be made if all our trustees, in their sole discretion, approve. 2 VI. Mar~d:; Pravi..i.....: We authorize oor trustee: A. Retain/Invest: To retain am to invest in all fonne of real am personal ),4.~-ty, incl.udinq '-'-".....,,1 trust turrls, IIIUtual ~ c:perated by oor corpc.n:ate trustee or any affiliate of it, regardless of any l.imi.tations ~ by law on i.rn._Lo...<I.ls by trustees, or any principle or law concenrl.rg inv....Lo"elat diversification; B. a...,....lcs"ise: To '-'-"1~"Uluise clains am to abandon any property whid1, in our trustee's opinion, is of little or no value; C. Buu:l:M: To Luu<JW frail anyone, even if the lenier is a trustee hereun:ier, am to pledge property as security for ~yment of the fUOOs borrowed; D. Sale/T.......: To sell at public or private sale, to excharY;Je or to lease for any period of tins, any real or personal ~...~ty, and to 9ive options for sales or leases; E. IDan/Purchase: To make loans to, an:i to buy property fran, either of oor executors, administrators, or tJ:ustees; F. catli1-1'll Olanaes: To join in any merqer, l':eolgaN.zation, votinq-t:r:ust plan or other concerted action of security holders, am to delegate discretionary duties with t:espect thereto; G. Allocate: To allocate any property :received or d1arge incurred to principal or incane or partly to each, without reqlm1 to any law defininq principal am incane; H. Divide: To divide any trust into two or more separate t:t:ustII for 1:ax, ~ or other reae<>ne; and I. Distribute: To distribute in ki.rrl am to allocate specific assets alOClI'I9 the beneficiaries (includinq any trust hereun:ier) in such pl.q,C>ltions as our trustee may think best, so lorg as the total market value of any beneficiary's share is not affected by such allocation. 'lhese authorities shall exterrl to all property at any tins held by our trustee am shall continue in full force until the actual distribution of all such property, except as specifically stated. All powers, authorities, am discretion granted by this deed shall be in addition to those granted by law and shall be ~isable without ca.Irt authorization. . VII. JltHiticns: Anyone, with our trustee's written acceptanoe, may add to the principal of any of the trusts. OUr trustee may hold any addition as a separate trust. 3 VIII. Insmance lblir.i_: OUr trustee shall have no duty to pay premilDl1S on any insurance policies payable to our trustee, and the catpani.es iSS1.lin;J the policies shall have no responsibility for the cq:plication of the prooeooo'" or the fulfillment of the trusts. IX. Si+".. and GoIIeI:tlinl law: '!he situs of this deed shall be in Pennsylvania. All questions as to the validity, effect, or interpretation of this deed or the administration of the trusts shaH be govemed by the law of Pennsylvania. 17TTIrTJ\~ x. 1>rnvi..in1A ........_~,.". OUr 'l'n....._: We direct that: A. ClCInflicts of Tnt-........t-: '!he fact that a trustee' is active in any aspect of the :investJnent l:lUsiness as that 00s1ness is broadly urxierstood shall not be ~ a oonflict of interest. Furdlases am sales of investments ll'Ay be made t.hroogh any deparbnent or affiliate of our coX}lOrate trustee. OUr trustee may pay the finn its usual charges for the service. Any i.ncane beneficiary or his or her legal representative ll'Ay cancel this pc7Ner by writin;J delivered to our coX}lOrate trustee; Resianation: OUr trustee may resign at any time withoot 0CJllrt approval by paying the funds to either or to both of us; and B. c. a..,......lSation: our coX}lOrate trustee shall l:1!CE!ive .......,t""'lSation in aocordance with its stardard schedu1e of fees in effect while its sexvioes are perfonred. EKecUtedJJ lIS-f 2.1 , 191L. RkkilO~- Robert ~ Olson -;a c{ O~__ Ruth . olson (SEAL) (SEAL) Witnesses: ~~?sr JftM-ft--1Y.~bl'i r 4 STA'IE OF ft"'1y\s~lv(tO\' c...... : . . ss. o:::::uNI'Y OF Lv. ...,...b t,.' I c.,,1'L : on ~UJJ ,:Jq , 19..2L, before me, the undersigned notary public, personally ar;peared Robert A. Olson and Ruth A. Olson and in due form of law aclcnc::Mledgec1. the foregoinq i.n!rb:ument to be their act and deed ani desired the same to be reool:ded as such. witness my han:l. and notarial seal the day and year aforesaid. 1~ /' c(~ Notary Public My camdssion Expires "-8ool s..- c. fi!Ip,~NlIc: ~~~~ ......~.~.... . - d,.... hereby aooepted, in '!he foregoirg deed Pennsylvania, on Of$j- ~ Qelivered, and is .~ 2-"1, 19X. a:HfJNWE'AlJIH NATIOOAL BrINK By: 1/-" '11~ c/....u. -I!-, ~".I~.,J: 5 i"- SCHEIXJI.E .t='~ TO IN 'lliE ANNEXED AMENI:MENT TO DEED OF TRUST Dated ,19_ Fran RObert A. Olson am Ruth A. Olson, Tn1stors To a:Mt:INWEAIJlH NATICNAL BANK, Trostee 2P127 6 Pai-1511F~+(,"97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN REWENT DECEDENT ESTATE OF Olson Robert A. Debts of decedent must be reported on Schedule I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAl EXPENSES: 1. Hollenbeck- Cahill Funeral Home 2,166.03 2. Memorial Service and Reception 400.00 3. Family Flowers and Minister 300.00 4. Headstone 35.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Ccmmissions Name of Personal Representative (s) Social Security Numbe!(s) I EIN Number of PelSonal Rapresenialwe(s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees Duncan & Hartman P.C. 16,333.27 3. Family Exemption: {If decedenfs address is not the same as claimanfs, attach explanation) 3,500.00 Claimant Kristen Green Street Address 2399 Rolling Hills Drive City Mechanicsburg State PA Zip 17055 Relationship of Claimant to Decedent Daughter 4. Probalo Fees Register of Wills 419.00 5. Accounlanfs Fees 6. Tax Return Preparer's Fees 7. Penn National Insurance May and June 258.00 8. Cumberland Law Journal 75.00 9. NCS Health Care 101.37 10. H&R Block Tax prepares 117.00 11. The Sentinel Legal Advertisement 77.63 TOTAL (Also ant... on line 9, Recapitulalion) $ 23 782.30 II. ____ _____ ._ ___-1_-1 ,___.... _"'-Il~l___' _1..__'- _......_ ____ _,__, RfV.t512fX':(1-97) COMMONWEALTH OF PENNSYLVANIA INHERrTANCf TAX RETURN RESIDENT DECEDENT ESTATE OF Olson Robert A InclUde unrelmbursed medicel expenses. ITEM NUMBER ,. Mellon Credit Card 5491-4920-1493-5468 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER DESCRIPTION AMOUNT 554.43 TOTAL (Also enteron line 10, Recapitulalion) $ (If more space is needed. insert additional sheels of the SSTle siZe) 554.43 ~t511EX"t(1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Ol""n A RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 00 Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include 0II\righ1 spousal dis1rirutions) 1. Kristen E. Green Daughter 50% 2399 Rolling Hills Drive Mechanicsburg. PA 17055 2. Lucy A. Olson Daughter 50% 362 Minard Run Bradford, PA 16738 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 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. TOTAl OF PART n - ENTER TOTAl NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE' $ tlf mt'Y'P. ~A ~ nAP.riP.rl iM1!lt Miitinn::ll c:::~ nf thA c:::RmA ~I7Al CAR FACTORY SALES AND SERVICE 31 5 High Street Bradford, Pa. 16701 (814) 368 - 401 0 July 10 2002 To Whom It May Concern; The 1990 Chrysler Lebaron #3C3XA563XLT032623 with 114,711 miles previously owned by Robert A. Olson has an approximate value of $525.00. This amount is the fair market value for similar vehicles in this condition. g~ Chris . Coppella, Mgr f-> ~ <.0 o f'0 <.0 f-> o William A. Duncan Susan J. Hartman Sarah Musser Pennsylvania Dept. of Revenue Harrisburg District Office Lobby, Strawberry Square Harrisburg, PA 17128-0101 RE: Estate of Robert A. Olson Dear Ms. Musser, Duncan & Hartman, P.C. Attorneys at Law One Irvine Row Carlisle, Pennsylvania 17013 May 14,2002 Please find enclosed the completed inventory for the safe deposit box of Robert A. Olson. Please contact me if you are in need of any further information. SJH/mw encl. cc. Kristen E. Green Yours truly, Susan J. Hartman (717)249-7780 FAX (717) 249-7800 RE\,1.485 EX,,; (9-00) '*' SAFE DEPOSIT BOX INVENTORY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128.0601 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY COOE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER 2-' DECEDENT'S NAME (LAST, FIRST, MIDDLE) Olson Robert A. ADDRESS OF DECEDENT (STREET) (CITY) 2300 Rolling Hills Drive Mechanicsbur NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (N"ME) Susan J. Hartman. Eso. (STREET NAME) DATE OF DEATH Aril 1 2002 (STATE) PA (ZIP COOE) 7055 (ZIP COOE) (ZIP COOE) 17055 (ZIP CODE) (ZIP CODE) NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS lOCATED (NAME) Allfirst Bank (STREET NAME) (STATE) (ZIP CODE) 1200 Market Street I NAME OF PERSON MAKING LAST ENTRY Kristen Green and Luc Olson 4 3 02 2' 32 DATE OF CONTRACT TO RENT BOX NUMBER OF BOX TITLE UNDER WHICH BOX IS REQUESTED April 1995 1557 Robert A. Olson NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) b. (NAME) Robert A. Olson Kr~sten E. Green. POA (STREET ADDRESS) (STREET ADDRESS) 2399 Rolling Hills Drive 2399 Rollin~ Hills Drive (CITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP COO E) Mechanicsbur PA 17055 Mechanicsbur P NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY Irvine Row. Carl;~lp, PA 17nl1 (CITY) (STATE) NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) Kristen E. Green (STREET NAME) 2399 Rolling Hills Drive b_ tN"ME) (RELATIONSHIP) Daughter & Executrix (CITY) Mechanicsbur~ (RELATIONSHIP) (STATE) PA (STREET NAME) (CITY) (STATE) c. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) Kimberly A. McAdams, Financial Services Assistant August 1, 1996 WAS A Will IN THE BOX? ~J YES 0 NO If yes, a. Date of will: b, Name and address of personal rePfesentattve, if named in the wit! (NAME) Kristen Green & Lucy Olson (renounced) 2399 (STREET NAME) Rblling Hills Drive, (CITY) (STATE) Mechanicsburg,PA (ZIP CODE) c. Name and address of attorney, if any (NAME) Susan J. Hartman (STREET NAME) 1 Irvine Row Carlisle, PA 17013 (CITY) (STATE) (ZIP CODE) :II "z ~ ~ !l!o ~ -1 ~ - ut g,J IJJ 0\ ~ ....l v.l o. !!l UJ l) t..I !I:'" m ..J IlC\ ~ _::t: x ~ () ~ z,. 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(f> 0 ~ ~ ~. ~ ~ ;;; ~ ~ " ~ w 3 ro '2 -< 3 ro ~ 3 ~ ro 3 ro 9 ~~ 9 a;- m w 0- 0- w '" '3 0 ro '" '3 c: 5:: 3 ~ ~ '3 . ~ . s: 0 ~ ~ '3 0 ~. <U 0 '0 5:: "' m "' 0 ;3 s: '" ro N 5:: "" s: '3 ~ 5:: ,,' 0 ~ n n ~ ~ "- 0 w a N ~ ro ~, n ro N 0 c: ro "" 0 0 N 0 c: d~ ro -< -< 3, ro N OJ ro 3, 9 ~ 3, -< 3, ro 0 ~ '-' "" 0 ~ !4 g' g" s: "" "- "' ;;:'" "" w "" "" "- ~ 5:: m '" '" "- m ~ - "- ~ "- ~ "- m N '" W ~ N ~ W c..~ ~ ~ ~ ~ w "" ~ 3 0 "" 0 3 0 0 "" 0 3 0 0 ro ~ 0 !aN 0 N ~ "- N 5:: ro s: 5:: N 5:: ro "- "- "" "- "- "' ro "' "' "' 0 ,. 0 ,. ,. ,. 0 ~ s: ~ 5:: s: 5:: ~ ~ (f> (f> ~ (f> (f> :r: :r: ~ :r: :r: (f> (f> W (f> (f> 8l '" "" C " :;' .., ~ n '" 2. '" 8. o' "' ~ ~ , ~ ~ 0 '" ~ . ;l c, c, c, 0 = = 0 0 = n " ~ ~ 0 ~ "' 0 " b '=> '=> a, ~ ~ ~ ~ 0 "' " .., "" 0 .... 0 - '" " ;; ;; '" " .... g .... g '" " ~ " ~ " W '" 1H '" c, "-< 0 = '" '" n = n ~ = ~ 0 ~ ~ "' . tJ:l '" '" '-' '=> N a, "' W " '" W N N "' "" ~ "" "'" ... " '" '" .:. .h g >-3 N >-3 = ~ A 0 !" . 'in '0 '" " ~ " = = "' n N n N A = '" '" '=> '" 0 '-' 0 "' "' ~ "' 0 ~ ~ ~ 'U " OQ 0 " 0 Q 0 "'" '" 0 ~~ 0 , .h ~ 0 ~ c ...., "' "' = 00 0- <0 '" g: "' 0 "' . . . illant lIill anil mtntamtnt of Robert A. Olson I, Robert A. Olson, of2399 Rolling Hills Drive, Mechanicsburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in the State of New York. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I specifically devise all of my shares in Patrick Henry National Bank to Kristen E. Green, per stirpes. FIFTH. I give, devise and bequeath any and all tangible personal property not already specifically devised, owned by me at the time of my death unto my daughters, Kristen E. Green and Lucy A. Olson, in equal shares per stirpes. SIXTH. I give, devise and bequeath any and all real estate owned by me at the time ofmy death, unto my daughters, Kristen E. Green and Lucy A. Olson, in equal shares per stirpes. SEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my daughters, Kristen E. Green and Lucy A. Olson, in equal shares per stirpes. EIGHTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. NINTH. I hereby nominate, constitute and appoint my daughters, Kristen E. Green and Lucy A. Olson, as Executrices of this my Last Will and Testament. I hereby relieve my Executrices from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrices, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this 1st day of August, 1996. 1c2Jdt;w~ Robert A. Olson Signed, sealed published and declared by the above named Testator Robert A. Olson as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ./'M_ !t~. ] ,/ , ~ 1I~;P'-1 CO~ONNVEALTHOFPENNSYLVA}ITA ss. COUNTY OF CUMBERLAND I, Robert A. Olson, Testator 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 that I signed it as my free and voluntary act for the purposes therein expressed. f~j{l(}fJh/ Robert A. Olson Sworn or affirmed to and acknowledged before me, by Robert A.Olson this 1st day of August, 1996. i:btJUv1'Jf .. k.L 4- <- Notary Public (SEAL) NOTARIAl. SEAl. VEI.DA M. SEASE, Notary Public Shippensburg Bore, Cumberland County, PIl. My Commission Expires Aprn 16. 1998 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND We,Susan J. Otto and i..,"/1d'.sJ</'s, 1"1t1SSGr 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 Robert A. Olson sign and execute the instrument as his Last Will; that Robert A. Olson signed willingly and that Robert A. Olson executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (1 &) or more years of age, of sound mind and under no constraint or undue influence. ~, -'rrdtto /' rY~ '4' ~k#t Sworn or affirmed to and subscribed before me by Susan J. Otto and L,ild5Ji{S, III/sse.( , witnesses, this 1st day of August, 1996. aJtdJr ~ Notary Public (SEAL) NOTARIAL SEAL . . VELDA M. SEASE, Notary PUblic Shrppensburg &II<>. Cumberlwld County Pa MY...:~~ireSAptif 16. 1998 . ,? '/- U;-?- /,gJ 'v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1S47EXAFP(Cl-C3l DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-06-2003 OLSON 04-01-2002 21 02-0391 CUMBERLANO 101 A SUSAN HARTMAN ESQ DUNCAN & HARTMAN 1 IRVINE ROW CARLISLE PA 17013-1410 ROBERT Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... REY=-ls'4Y-Ex-AFP--(iii-=-ii3Y-iiiiYicE-o,,-YtiiiERTrAiicE-i:A"ic-A-PPRXisEiiEiiT~--ALi-oWAiicE-'ijR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OLSON ROBERT A FILE NO. 21 02-0391 ACN 101 DATE 01-06-2003 TAX RETURN WAS: (X J ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Sehedule B) 3. Closely Held Stock/Pa~tnershlp Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schadula G) 8. Total Assats (ll (2) (3) (4) (5) (6) (7) . 00 NOTE: To insure propel'" 20.504.65 credit to your account, .00 submit the upper portion . 00 of this form with your 58.535.45 tax payment. 50.786.92 196.838.28 (8) 326.665.30 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate SUbject to Tax (9) 23,782.30 554.43 (11) (2) (l3) (4) ClO) ?li.~~;;: 73 302,328.57 .00 302.328.57 HOTE: If an assessllent was Issued previously, lines 14. 15 and/or 16. 17, 18 and 19 will reflect figures that include the total of lli. returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (5) .00 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 302,328.57 X 045. 13.604.79 17. Amount of Line 14 at Sibling rate Cl1) .00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .00 19. Principal Tax Due (19)= 13,604.79 TAX CRE"IT". PAY"t:.NT RECt:IPT DISl,.;OUNI (+) AMOUNT PAID DATE HUMBER INTEREST/PEN PAID (-) 11-14-2002 CDOO1843 .00 13,604.79 TOTAL TAX CREDIT 13,604.79 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN t1, 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.) BUREAU OF INOIVIOUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-1U7EXAFPtOl-DSl JOANNE BOOK CHRISTINE ESQ RHOADS & SINON PO BOX 1146 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-14-2004 HESS 01-18-2003 21 03-0091 CUMBERLAND 101 FLORENCE F Allount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for.. with your tax payment. CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... REV: i 6ifi-iiniiip--coFo3Y------ii..--iiiliiiRiTANci:--TAx--s'i';ifEiiEtWbTAifcoijN"f--...ii---------------- ----- ESTATE OF HESS FLORENCE F FILE NO.21 03-0091 ACN 101 DATE 06-14-2004 THIS STATENENT IS PROVIDEO TO AOVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW IS A SUNNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-10-2004 PRINCIPAL TAX DUE, 25,296.77 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-17-2003 CD003135 .00 23,053.55 05-20-2004 CD003957 57.53- 2,301. 99 .. : I""J -. . .. TOTAL TAX CREDIT 25,298.01 BALANCE OF TAX DUE 1.24CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1.24CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, c... . NO PAYNENT IS REQUIRED. / IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. J ~\<.. ---=~ --- STATUS REPORT UNDER RULE 6.12 Name of Decedent: R 0 '" p rt ,4. (01 ~ n ." Date of Death: L.j / I / () -&.. I I U oK Will No.: ~1-Od.-03'1/ 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: 1. State ~h5Jher administration of the estate is complete: YesN 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 ~~tative 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 ~tative state an account informally to the parties ininterest?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 be attached to this rep~ ~_ Date: ~/31 /{}<f ~~ ,\-, _~~ _/ ~gnature CJ 5u ,c,nVl J ;fr,-fyvutl-<j Name ( -If'" ",of' J<?-."J I'lt'/"_<;/E' &.. /7t:J/3 Address I '-"~Gl1t~\~) ~ r:L~) 717 -,;:If/ 7- 77::>f D Telephone No. 6Z: [ d \t: B~\.\ 1,70. Capacity: 0 5'ersonal Representative ~ounsel for personal representative : -~,'