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Home My WebLink About02-0804 PETITION FOR PROBATE & GRANT OF LETTERS Estate of ALVERNA B. VANADSALAN No. 21-02- 'IJI/ also known as To: Register of Wills for the , deceased. County of Cumberland Social Security No. 174-05-1956 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is 18 years of age or older and the Executrix named in the Last Will of the above decedent dated Mav 30,2002, and codicils dated none , 19~ The Executrix named none died . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 516 South West Street. Carlisle BorouQh Decedent, then ~ years of age, died Claremont NursinQ & Rehab Center Julv 18 , 2002, at 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: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: $21,000.00 $ $ $ WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signa re(s) and Residence(s) of Petitioner(s): Beverl a man 882 Alexander Sorino Road Carlisle, PA 17013 717-249-6197 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55 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 representative of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed l ;&/-'05-9 <~~~ before me this 6th day of . /" Se tember 2002. Beverlv J. Kauffman ,~h~. /7-tf't- 9 No. 21-02- 804 Estate of AL VERNA B. V ANASDALAN , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, September 6th . 2002, 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 Mav 30, 2002 described therein be admitted to probate and filed of record as the Last Will of Alverna B. Vanasdalan : and Letters Testamentary are hereby granted to Beverlv J. Kauffman ~~. tto, 1st Deputy FEES Probate, Letters, Etc. . . . . . . . $ 60.00 Short Certificates(-3- ) . . . . $ 9.00 Renunciation(s) ........... $ JCP ..... . . . . . . . . . . . . . . . $ 5.00 Other Will Paaes (-2-) .... $ 6.00 TOTAL: .... $ 80.00 Filed. . Septanber. 6th,. .2002. . . . . 60 West Pomfret St., Carlisle. PA 17013 ADDRESS 717-249-2353 PHONE ::- : J~ CALLED ATTORNEY HOGER B. IRWIN, III ON 9/6/2002 HIOS.80S REV 9186 This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ D~ ~~O~~~)~~ Local Registrar Fee for this certificate, $2.00 p 8482222 JUL 1 8 2002 IT .,OS"43..... ~ COMMONWEALTH OF PENNSYLVANIA o.DEPARTMENT OF HEALTH 0 VITAL RECORDS CERTIFICATE OF DEATH IT < NAME OF DECEDENT (Fwsr. Middle. L_ t. Alverna B. Vanasdalan -v.- ~ UNDElll Y!AA UMlER 1 DIIV Mentha c.,. ~ ,I ...,.,.... .. 91 y,.. . COUNTY cw llEAfH F $Tm fU NUM8lR SOC...... SECUR/TV NUM8EIl .. 174 - 05 OATEOF 0EAl)t(~. 0..,. '''J c. 7/18/2002 Cumberland SEX 8IIlTHl'l.4CE (CIy ... _"'Fo<o9l~ :"'0 ~I ~~~BIKl.WhiI.._. White CEDENT'S usu.... 10M GlwartI-=:~~~ . Not I<nc:Mn .C.H. Masland & Son llECElllENrS MAIUNO_SSlSO....c-. _r"~l DECEllENT'S ACTIML 516 ~. West Street :.~ .o.Carl~sle, PA 17013 --I _S_lI'd._. LaoQ 'o. Har P. Bolen NOAMAHrS_(T~ Beverl J. Kauffman METltOO c# DISPOSIT1OH O ......c:g c.-IooO __b.O _ 0lII0r_ , .o. MAAfTAL STRUS. M.mect --- --., .f.1iCbwed $UA\IMNG SPOuSE ,. ...... grwoe"'*OWl .........) 1710, "'" - ...... Cumberland -' ..&9 :...""="~.. MOTHER'S NAME (F"... Mickle. MICNlnSulnMle) to Barbara E. Bail 1NF0000000SlAAIUNQAD0AE8S_~SIot!..r.p~ ..... 882 Alexander Spnng Kcl., Carlisle, PA 17013 Pl.ACE OF llISPOSITlON. N......c.-..y. 0._ LOCR1OH. SIal', ZIp ~ ..OlIIorP1oco ....0 ___.. ..... 17.. s.... Carlisle .. I: DU€ lOCOf' AS A CONsEQUENCE OF): WEAE AUTOPSY '''DlHOS -.....1 PAIOA 10 COM~ETlOK OF CAuSE C#~H1 .....0 MANNER OF DEA1H ~ o o - - --- Coutd ,.,. be determined DATE OF INJURY -.0.-,._ o o o TIME r;, INJURY INJURY R 'M)AK7 CESCA/8E t<OW ONJUA' ClCCUAAED. - .... 0 ...0 ...0 _ilL EXAMIHIIlICOAOHEA Oft the pall of ...mln8tlon .nclfor I"YUng..ion. In my opinion, d..th occurred .. the '.Ime, date. and pl.ce. and due to the clusees) .nd 1I!Ntftftet.I..ated................................... .... 00.0........00...................... .................... .., .... AEGlSTAAA'SSlGNAfUAEANON E ~ "J~ . ~~ ----------~---_._-----_.... -- ld.1 \ I~ \ 101 '0. \<6, ~0{')~ - .... -~......... "c:aJn~ PHYSICIAN ~Phytoenc:et1IfyIng e.uM ~ ClftIh..... ~ Oh'tSlC.." haS pronounced dMth &l'ld cc:rnpet<<I"em 231 ,..........."",lIlnowfectte....u.occ"rftlCldue.."'.c.u..(.).ndlftllllM,...,.,............. ...... ........................ .... ......... ... """*OUNCJHQ AHOClfrrl"1HG fflYSM:JAH~hoCh~OdIh<lndc~IoCeuMoI""'l ....bH1ot""Ir:I'tOWIM9.. dea1lllOCCWN'dIltIfM1ffn.. d8t.. aftdpl~.~.ndcI\MtaU\ecauH("".ndrnaN\e'...'.t_..... .................... 21-2002-80 LAST WILL AND TESTAMENT I, AL VERNA B. V ANASDALAN, of North Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executrix to sell any mobile home owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient Bill of Sale or Title therefor, as I could do ifliving. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to BEVERLY J. KAUFFMAN and NANCY SWEENEY, share and share alike. 4. I nominate and appoint BEVERLY 1. KAUFFMAN to be the executrix of this my Last Will and Testament; she is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint NANCY SWEENEY as substitute executrix, also to serve as such without bond, with the same powers as are given herein to my executrix. 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes as attorneys in the settlement of my estate. /' IN WITNESS WHEREOF, I have hereunto set my hand and seal this 3~ day of May, 2002. dveMtt l-k'" Jl ii 1/""",,,... bAt- ALVE "AB.VANASDALAN 1JAf1.k (SEAL) Signed, sealed, published and declared by ALVERNA B. V ANASDALAN, the above-named testatrix, as and for her Last Will and Testament, 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. ACKNOWLEDGMENT AND AFFIDAVIT WE, AL VERNA B. V ANASDALAN, JACQUELINE L. DRAWBAUGH and MARTHA L. NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by AL VERNA B. V ANASDALAN, the testatrix herein and subscribed and sworn to before me by JACQUELINE L. DRAWBAUGH and MARTHA L. NOEL, witnesses, this ~l>" day of May, 2002. '3.~ Notarial Seal Roger B. Irwin, Notary Public Carlisle Boro, Cumberland County My Commission Expires Oct. 3, 2004 Member, PennsylvInIaAlloolltlonOfNorlnes REGISTER OF WILLS OF COUNTY OATH OF WITNESS TO WILL EXECUTED BY MARK :)I-O)-w( ~tQ~\\~ L. ~ ~}.h~ l N~l , (eadl) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that: testatm ~as unable to sign h_~ name thereto; testatf.it,s name was subscribed thereto in testat4,s presence; lcstat{4 made h_.BIf'mark thereon; testatfJi.- and deponent(s) was (were) present when lestaL~'S name was subscribed and when testatJ'r/.- made h~mark; and testat-at was present when the undersignc witness(es). ~udidl before me this day of 9 it' ~ (ff~d Y!'--1td-- ~ (~) '\ tV)1/. ~?r}i!d sI./:~ '. ~ Udress) . ~ c:i N Sworn to or affirmed and subscribed 19_ Register o \C) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: AL VERNA B. V ANASDALAN Date of Death: IDLY 18.2002 Estate No.: 21-02-0804 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 10. 2002 Name Address Beverly J. Kauffman Nancy Sweeney 882 Alexander Spring Road. Carlisle. P A 17013 455 North College Street. Carlisle. P A 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Date: I 0/1 0/02 /~ r?cL. Signature / IRWIN, McKNIG & HUGHES Name Roger B. Irwin, Esquire Address 60 West Pomfret Street Carlisle, PA 17013 Telephone (717) 249-2353 Capacity: Personal Representative x Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF 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 ROGER B IRWIN ESQUIRE W POMFRET PROFESSIONAL BLDG 60 WEST POMFRET STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 174-05-1956 FILE NUMBER: 2102-0804 DECEDENT NAME: V ANASDALAN AL VERNA B DATE OF PAYMENT: 10/17/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/18/2002 NO. CD 001742 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,685.23 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROGER B IRWIN ESQUIRE CHECK# 19043 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $2,685.23 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: Beverly J. Kauffman being duly sworn according to law, deposes and says that she is the Executrix of the Estate of Alverna B. Vanasdalan late of _~Sl_J;ou~h _oJ_~~!"J,~sJe__________ I Cumberland County, Pa., deceased and that the within is an inventory made by Beverly J. Kauffman__ _, the said Executrix of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. 2002 ~~~f2t ~oV Beverly K ffman xecutrix before me, 882 Alexander Spring Road Notarial Seal Jacqueline L. Drawbaugh, Notary Public Carlisle Boro, Cumberland County My Commission Expires Aug. 14. 2003 Date of Deathember,pennsytvanl~otNotaries Day Carlisle, PA 17013 Address 07 Month 2002 Year INSTRUCTIONS " An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional asset~. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. ".~....: Qj ...-l tn 'M en ~ ...-l Qj ~ >- ~ ""tl ~ ::z:: ~ C\l Gl 'M c.l> l- W U ... ;:l ~ >- e::: l- A III ..;t W -< en 4--l QI tn 0 ~ Q. l- < 0 u CI ~ "<':l co 0 In QI 0 0 w w ~ 0 0\ >0- e::: ..c: III Gl E-t I t- I Q. Q. s:: c t5 N l- ...J LL III ~ 0 Z -< 0 .1 ;:l Q. '.-1 0 LL ...J 0 :3~ H I \ w 0 -< w P=l " ~ >. ~-< ~ ...... > e::: 0 N IJ z ... Z 0 < P=l c: ~ Ii 0 ~ ::J . 0 In Z Qj 0 P=l e::: -< ~ ..c: U - .. z I w :> +J ~ Z Q. ""tl ~ c Qj H III ~ I \ ... -.:: ~ I 0 QI H ...Q ." ~ QI E ... CI 0 III ::J 0 I ...J U u:: CD c.. OFFICIAL USEONL Y REV~ 1500 EX t (6~OO) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R D E E S N T C o M P T U A T X A T I o N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 1'1- 80-C( FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 H/l.RRISBURG, PA 1112.B-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Vanasdalan Alverna B. DATE OF DEATH (MM-DO-YEAR) 21-02-0804 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 174-05-1956 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE NUMBER REGISTER OF WILLS SOCIAL SECURI Y NUMBER X 1. Original Return 4. Limited Estate X 6. Decedent Died 1 estate (Attach copy of Will) o 9. Litigation Proceeds Received 3. date of death . Remamder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trllst (Attach copy of Trust) o o 010. 11. Election to tax under Sec. 9113(A) (Attach Sch 0) ~i$i.uC:r.M:Ml!!I!j!i.:Q NAME Ro er B. Irwin Es . FI RM NAM E (If Applicable) IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 R E C A P I T U L A T I o N 1 249-2353 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule 8) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) S. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule Gar 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 Governmental Bequests/See 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) (8) 21,980.02 (11) 3.136.30 (12) 18,843.72 (13) (14) 18,843.72 (1) (2) (3) None None None OFFICIAL USE ONLY (4) (5) None 21,980.02 (6) None None 3,048.00 88.30 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 1S. 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. (15) (16) (17) (18) (19) 0.00 0.00 0.00 2,826.56 2,826.56 0.00 0.00 0.00 18,843.72 X X X X o 0 o 45 .12 .15 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 516 South West Street CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 2,826.56 141.33 Total Credits ( A + 8 + C) (2) 141. 33 3. Interest/Penalty it applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E) (3) 4. Jf Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 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 '~[~~~~!!~~~'~~~'~!A'~"~'~[[~~I~~!'~a~~Yi~'~'~';'~~"~t~g'1~~"'~~ "X" !~~'+~i~i:~~~~~~'~I'~~~i~tg8'~'~. 1. Did decedent make a transfer and: Yes No B. retain the use or income of the property transferred; ~ ~:x 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 "jn trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own at"! Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. o.oc 0.00 2,685.23 0.00 2,685.23 o o o [}] [}] [}] Ul1der 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 al1d complete. Declaration of preparer other than the personal representative Is based on all il1formation of which preparer has any knowledge. Beverly J. Kauffman _ __882_ -,,~e?<_".:!lc:le_r_~p_rinKJ~oa_d _ _ __._ __ _ _ __ _ __ __ __ Carlisle, PA 17013 IRWIN McKNIGHT & HUGHES 60 West Pomfret Street - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - Carlisle PA 17013 DATE I'/O/D .. DATE For dates of deat 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) (iJ]. 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 fHing 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 chlld is 0% [72 P.$. 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)(11]. 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. Copyright (el 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) AEV~ 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHE:RITANCE TAX RE:TURN RE:SIOENT DECEDENT ESTJ.TE OF A1verna B. Vanasda1an SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSII 174-05-1956 07/18/2002 FILE NUMBER 21-02-0804 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 M&T Bank DESCRIPTION checking account #1128892 VALUE AT DATE OF DEATH 499.89 2 M&T Bank savings account #15004200039772 2,862.22 3 M&T Bank certificate #31003910956746 9,562.02 4 PNC Bank NA - certificate of deposit #31000213621 7,017.65 5 Hooke & Suter, security deposit refund 230.24 6 Miscellaneous personal property and 1990 Buick Century - appraisal attached 1,808.00 TOTAL (Also enter on line 5, Recapitulation) S 21,980.02 (If more space IS needed, insert additional sheets of the same size) Copyright (e) 1996 form softwarE! only CPSystE!ms, Inc. Form REV-1508 EX (Rev. 1-97) REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FtESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Alverna B. Vanasdalan Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SS11 174-05-1956 FILE NUMBER 21-02-0804 07/18/2002 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES' Ewing Brothers Funeral Home 1,005.00 2 Letort View Community Center 243.00 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representatlve(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption; (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 1,500.00 4. Register of Wills 80.00 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - estate notice publication 75.00 2 Register of Wills - filing fee 25.00 3 Roy D. Gottshall Auctioneer - appraisal fee 40.00 4 The Sentinel - Legal - estate notice publication 80.00 TOTAL (Also enter on line 9, Recapitulation) $ 3,048.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-'S,Z EX + (Hi7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alverna B. Vanasdalan SCHEDULE I DEBTS OF DECEDENT. MORTGAGE LIABILITIES, AND LIENS 55ff 174-05-1956 07/18/2002 FILE NUMBER 21-02-0804 Include unreimbursed medical expenses. ITEM NUMBER 1 Carlisle Imaging DESCRIPTION AMOUNT 59.00 2 Masland Associates 24.36 3 MCI 4.94 TOTAL (Also enter on line 10, Recapitulation) $ 88.30 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX -\.(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alverna B. Vanasdalan SCHEDULE J BENEFICIARIES SSII 174-05-1956 07/18/2002 NUMBER I. NAME AND ADDRESS OF PERSoNCsl RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributIons, and transfers under Sec. 9116(a)(1.2)] Beverly J. Kauffman 882 Alexander Spring Road Carlisle, PA 17013 1 2 Nancy Sweeney 455 North College Street Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Niece Niece FILE NUMBER 21-02-0804 AMOUNT OR SHARE OF ESTATE 1/2 remainder 1/2 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) LAST WILL AND TESTAMENT I, ALVERNA B. VANASDALAN, of North Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. I. I direct my executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executrix to sell any mobile home owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient Bill of Sale or Title therefor, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to BEVERLY J. KAUFFMAN and NANCY SWEENEY, share and share alike. 4. I nominate and appoint BEVERLY J. KAUFFMAN to be the executrix of this my Last Will and Testament; she is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint NANCY SWEENEY as substitute executrix, also to serve as such without bond, with the same powers as are given herein to my executrix. 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes as attorneys in the settlement of my estate. /' IN WITNESS WHEREOF, I have hereunto set my hand and seal this 3" day of May, 2002. dvetf. Ik~ 13. ii (/41Vtk'i>AtItW ALVE AB. VANASDALAN II AM" (SEAL) Signed, sealed, published and declared by AL VERNA B. V ANASDALAN, the above-named testatrix, as and for her Last Will and Testament, 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. ACKNOWLEDGMENT AND AFFIDAVIT WE, ALVERNA B. VANASDALAN, JACQUELINE L. DRAWBAUGH and MARTHA L. NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA 5S: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by ALVERNA B. V ANASDALAN, the testatrix herein and subscribed and sworn to before me by JACQUELINE L. DRAWBAUGH and MARTHA L. NOEL, witnesses, this '0" day of May, 2002. "J.~ (Not ry Public Notarial Seal Roger B. Irwin, Notary Public Carlisle Boro. Cumberland County My Commission Expires Oct. 3. 2004 -. ~AIIo\lIaIlOnOlNOIIrtes SEP-12-2002 09:27 PNCBANK ClF DEPARTMENT 412 705 0057 P.01/01 0PNCBAN< September 11, 2002 Roger B. Irwin West Pomiret Professional Building 60 West Pomfret Street Carlisle, PA 17013-3222 RE: Estate of Alverna B. Vanasdalan, deceased SSN: 174-05.1956 000: 7/18/2002 Dear Mr. Irwin: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certif"u:ate of Deposit Account # 31000213621 Established 09/25/2000 ALVERNAB VANASDALAN DaD balance: 57,000.00 + 517.65 accrued interest Interest Paid 1/112002 -7/1812002- S138,48 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not proeessoy Modal traDsaetloDs or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNe Bank branch office. Sincerely, ~~ Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 IirslAve. Pittsburgh PA 15219 Member FDIC TnTClI p 0i1 rlJM&rBank August 26, 2002 RE: Estate Search The Estate of: Date of Death (D.D.D.) AL VERNA B V AJ'IASDALAJ'I 7/18/2002 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Account Number Account Title Opening Branch Type CHK 1128892 ALVERNA B 4335 VANASDALAN SAY 15004200039772 AL VERNA B 4335 VANASDALAN CD 31003910956746 AL VERNA B 4335 VANASDALAN D.O.D. Accrued Interest Balances (Includes Accr. Int.) $499.89 $.00 $2861.17 $1.05 $9531.01 $31.01 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: '---Z; ?l..1../lJ.f!.-/ /],,,. ~ ---C< ~_ Authorized Signature DATE: <;;?' - ?-lp - 0 '-- Manufacturers and Traders Trust Company. 1100 Wehrle Drive, Po. Box 767, Buffalo, NY 14240-0767 /-t:~ <:' ~;::~., , , ~Z:><,'d'j. c:...:"- /"'-- -r 'I"" .,J'_.-('~y~-t',("C'/ / /' ,,;;,.e- /1,_ /.//2t<C../'!' I //, /J . '-r,,,,.,- "" ,~,. ";;;<p.' _I " \" .....~..' ~. / / ~' " '(-'~ " ',,,,./ cr " . f J_" ^ ",,/"L " c",.' , -::-."~ //,.-,..;"~.,;/.,,..... ..-., , I /?;n"'CC':, ,~ ,,""'- ~:.t:;:':.::/:;h-i:,':,,:<-4~;' t'h. ~,,/ -",../ .. 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"j. \..OOY" c.te.J ., . ~~', ~ - U 1 By; /~' '.;"-:2' ~ ~-?r! b~.e.a'7 '~/\' , '-1" 7-3c)~02 \ /?~,p6 - 1 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-1547 EX AFP 101-02) DATE ESTATE OF DATE OF DEATH FILE NUMBER :CQUNTY ACN 12-02-2002 VANASDALAN 07-18-2002 21 02-0804 CUMBERLAND 101 ALVERNA B ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 1701~ Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4j-i3f-AFP-foY:02Y-NO,.-ici--OF-YNHiifiTANCE-YASrA'PPRA'isiMENT-~--ALi-oWANCE-('-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VANASDALAN ALVERNA B FILE NO. 21 02-0804 ACN 101 DATE 12-02-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 21.980.02 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 21. 980.02 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. 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) (10) 3,048.00 88.30 (11) (12) (13) (14) 3.136 30 18,843.72 .00 18,843.72 I~ an assessment was issued previously, lines 14~ IS and/or 16~ 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: (19)= .00 .00 .00 2,826.56 2,826.56 .00 X .00 X .00 X 18,843.72 X 00 = 045 = 12 = 15 = TAX CREDITS: ".."'..... \+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-17-2002 CDOO1742 141.33 2,685.23 TOTAL TAX CREDIT 2,826.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE .& 1l5:'I='IJNn c:.~1C' Di:U!l:DII:.C c:.ynl:' nl:' TUT~ II:'ftDU I:'na ......IIf'Oo...n..........-..- .... STATUS REPORT UNDER RULE 6.12 Name of Decedent: AL VERNA B. V ANASDALAN Date of Death: Julv 18. 2002 No. 21-02-0804 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ~ Yes _ No 2. Ifthe 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 representative file a final account with the Court? 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 5/28/03 / 1(3. eeL, Signature Vd P' JEpeqUIllO lr'r'c \ '1161:') IRWIN, Mc GHT & HUGHES Roger B. Irwin. Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle. P A 17013 City, State, Zip (717) 249-2353 Telephone Number is: 1 d 8Z AmJ [0. Capacity: jt;;Jj['}8tj ;~jDJC;X~ti x Personal Representative Counsel for Personal Representative