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Home My WebLink About02-0461 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Wilma C. Long: also known as No. ~/-fJ~- &/tol To: , Deceased Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 184-48-9594 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the Executor named in the last will of the above decedent, dated November 12. 1993 and codicil(s) dated None (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsxlvania, with her last family or principal residence at 1 000 West South Street. Carlisle. P A 17013 "- 13~(f ( (list street, number, and municipality) Decedent, then 96 years of age, died February 19.2002, at Carlisle. Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A 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 Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: N/ A $60.000.00 $60.000.00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary, administration c.t.a.; administration d.b.n.c.t.a.) uentin L. Zell 1306 Georgetown Circle Carlisle, P A 17013 NAME ADDRESS CITY, STATE ZIP OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) The petitioner( s) above-named swear( s) or affirm( s) that the statements in the foregoing petition are true and correct to the best ofthe knowledge and belief ofpetitioner(s) and that as personal re resentative(s) of the above decedent petitioner(s) will well and truly admini r the estate acco ing t Sworn to or affirmed and subscribed before me this 10th day of Ma , 2002 .-- /7-~ -/2l NO. Estate of wi3ma 21-2002-461 C. Long Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW May 13th , 20 02 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 12, 1993 described therein be admitted to probate and filed of record as the last will of Wilma C. Long ; and Letters Testamentary are hereby granted to _ ___ Quentin L. Zell FEES Probate, Letters, Etc............ Short Certificate(s) . ~ 3.~...... Renur~c~~t~on .~.~ ~ ................. JCP TOTAL Filed ..................................... . ,~ F:\User Folder\Firm Docs\F~stp(es\2409-3petition.wpd ~1 _. $ 115.00 $~' 0~ $~- $ 135.00 .................... Register ills MARY C. LEWIS ~J William A. Addams, Esquire Attorney I.D. No. 06265 19 Brookwood Avenue, Suite 106 Carlisle, PA 17103-9142 (717) 249-5373 PU'T LETTERS IN ATTORNEY'S FILE IN PRO'THONO'TARY cau.e(.) and 31.~.nn.r I. 8111ed.. . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . LAST WILL AND TESTAMENT OF WILMA C. LONG 21-2U02-461 I, Wilma C. Long, of 117 Race Street, Boiling Springs, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I make the following specific bequests: A. Jean Bixler the sum of One Thousand ($1,000.00) Dollars; B. Dennis and Doris Fry the sum of Five Hundred ($500.00) Dollars; C. Mt. Zion Lutheran Church of Allen, PA, the sum of Five Hundred ($500.00) Dollars; ITEM III: I devise and bequeath all of my estate of every nature and wherever situate in equal shares as follows: One share to Quentin L. and Dorothy B. Zell, or the survivor of the two; One share to William and Ann Whitcomb, Jr., or the survivor of the two; One share to Ellouise Fry. In default of any of the above persons, that share is to be added to the shares of the other named persons. ITEM IV: I appoint Quentin L. Zell Executor of this my last will. Should he fail to qualify or cease to act as Executor, I appoint William Whitcomb, Jr., Executor of this my last Will. .... z~:J i t:-l/1/l..d~ P- k~~J ITEM V: I grant unto my Executor the power to sell, pledge, mortgage, lease or exchange, or to grant an option for a purchase, lease or exchange of any real estate which I own at the time of my death, but I request that no public sale be held at my home. ITEM VI: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this I~ day of November, 1993. 1.'/' , /-1 A.-l/L~ e. ~4 ~- [SEAL] The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Wilma C. Long, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. ~ >:tt ;;Ul Q~ ( COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, Wilma C. Long, William A. Addams and Mary M. Price, the Testatrix and the 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 has signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. 1~./~L- e. 'krn;- Testatrix ~~~ (/j. ;. A1~ /,,"] ~ {/:a J /1. (/~ ( witness Subscribed, sworn to and acknowledged before me by Wilma C. Long, the Testatrix, and subscribed and sworn to before me by William A. Addams and Mary M. Price, witnesses, this /;;J -it day of November, 1993. w.rr! ,,'~VJ. SEAl llOHl\'.E L C..JYlf. HOTARY flUBUC Mi. I4OU.'{ SMIi'fGG. 1',\ CUMaEnt.A~O CO. M. COt,I,\,11f,St?1J E~<~lflt~ OCTOBER 17. 1S94 ":-"<,;,:I.'_!li~~"'~"''''''''''' ~V>~~~ " Notary Pub . ~ F:\User Folder\Firm Docs\Fonns\Estates\certification.notice.wpd CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Wilma C. Long Date of Death: February 19.2002 Will No. 2002-00461 Admin, No, To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5,6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on May 16,2002: Name Address Jean Bixler Dennis & Doris Fry Mt. Zion Lutheran Church William & Ann Whitcomb, Jr. Quentin L. & Dorothy B. Zell 119 Race Street, Boiling Springs, P A 17007 147 Strayer Drive, Carlisle, P A 17013 350 Old Stonehouse Road, Boiling Springs, P A 17007 160 Byron Avenue, Harrisburg, P A 17109 1306 Georgetown Circle, Carlisle, PA 17013 Notice has not been given to all persons entitled thereto under Rule 5.6(a) except None Date: May 16. 2002 ~~ Signature Name William A. Addams (Y', (""-1 c': r, Address 19 Brookwood Avenue, Suite 106 I,,,::, Carlisle, P A 17013 Telephone (717) 249-5373 ('.....1 P -' \,. -.. ',.,..r '-- 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 ADDAMS WILLIAM A 28 S PITT ST CARLISLE, PA 17013 _uu_u fold ESTATE INFORMATION: SSN: 184-48-9594 FILE NUMBER: 2102-0461 DECEDENT NAME: LONG WILMA C DATE OF PAYMENT: 05/16/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/19/2002 NO. CD 001186 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $14,000,00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: QUENTIN L ZELL C/O WM A ADDAMS ESQUIRE CHECK# 1016 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $14,000.00 MARY C. LEWIS REGISTER OF WILLS 0/ o~ ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6,12 Name of Decedent: WILMA C. LONG Date of Death: February 19,2002 Admin, No, 21-02-00461 Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3, Ifthe answer to No, 1 is Yes, state the following: a. b. Did the personal representative file a final account with the Court? Yes No ....x The separate Orphans' Court No, (if any) for the personal representative's account IS: Did the personal representative state an account informally to the parties in interest? c. Yes~No d, Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: May 29, 2003 Respectfully submitted, HANFT & KNIGHT, P.C, \0 .. i.'..) ::}) a:: 0- ~ >- ~ -J! . (f) ,e.Q .;;:;; s:: (J) ::: .36 ~~ William A. Addams Attorney ID No, 06265 19 Brookwood Avenue, Suite 106 Carlisle, Pennsylvania 17013-9142 (717) 249-5373 Counsel for personal representative r-:- S3 F:\User Folder\Finn Docs\Estates\2409-3.status.rpt.wpd ~ MY.1_U.~ I!! lli~ U.. t , ,/ *' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ALE NUMBER 21 02 COUNTY CODE YEAR SOCIAL SECURITY NUMBER CClMMOHWEAL 111 OF PENNSYlVANIA OEPARl\tENT OF REVENUE OEPT.28Ol101 HAARISBURO. PA 17128-0601 00461 NUMBER !z i DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL) Long, Wilma C DATE OF DEATH (MM-Oo-YEAR) DATE OF BIRTH (MM-DD-YEAR) THts RETURN MUST BE FILED IN DUPUCATE WITH THE 184-48-9594 02/ I 9/2002 07/23/1905 REGISTER OF WILLS SOCIAL SECURITY NUMBER 'IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) 1. Original Return 3. Remainder Relum (date crl death prior 10 12-13-82) 2. Supplemental Return o 4. limited Estate o o o 48. Future Interest Comprcmise (date of death after 12-12-.82} o 7. Decedent Maintained a Living Trust (Attach copy ot Trust) o 10. Spousal Poverty Credit (dale of death between 12-31 1 1-'- o 5. Federal Estate Tax Return Required 8. Total Number of Sale Deposit Boxes o 11. Election 10 tax under Sec. 9113(A) (Attaeh Sch 0) 6. Decedent Died Testate (Atlach copy clWIB) 9. Litigation Proceeds Received '!z I~ .,2 717/249-5373 19 Brookwood A venue, Suite 106 Carlisle, PA 17013-9142 (I) None OFFICIAL USE ONLY (2) None (3) None (4) None (5) 110,398.43 (6) None (7) None 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship I 1/1 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Scheduie F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gro.. A....ta (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 8,535.85 20,938.87 (8) 110,398.43 . (9) (10) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deducllon. (total Lines 9 & 10) (11) 29,474.72 80,923.71 500.00 12. Net V.lue of Estate (Line 8 minus Line 11) (12) 13. Charitable and Govemmental BequestsfSec 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) (13) (14) 80,423.71 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) S 16. Amount of Line 14 taxable at lineal rate x .045 (16) I 17. Amount of Line 14 taxable at sibling rate x .12 (17) ~ 18. Amount of Line 14 taxable at collateral rate 80.423.71 x ,15 (18) 12.063.56 19. Tax Due (19) 12,063.56 20. 181 .;r;;~uui'i~ CHECK HERE IF VOU ARE REQUESTING A REFUND OF AN OVERPAVMENT Copyrlghl2000 form software only The Lackner Group. Inc. Form REV.1500 EX (Rev. 6.00) ~ , Decedent's Complete Address: STRI!IIT ADDRESS 1000 West South Street CITY Carlisle (STATE PA IZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CredilslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 12.063.56 14,000.00 603.18 Total Credits (A + B + C) (2) 14,603.18 3. InterestlPenalty if appiicable D. Interest E. Penalty TotallnterestlPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 2,539.62 0,00 Make Check Payable to: REGISTER OF WILLS, AGENT 1. Did decedent make a transfer and: 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 dealh occurred after December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideration? .............................................,....................................." ......, ..........,............... PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "XU IN THE APPROPRIATE BLOCKS ~ I 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...............,...................................................".........,............. ... ...... .........,...... o o o 181 181 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. l.klder penaltieS d perjuty, , dedate thaI I haV9l!lC8mined this return, including acccrnpanying schedules and statements. and to the best of my kncmledge and beijef, it is true. correct and complete. OecIaration cI other than the ISOI"lalreprese 'wls edonallinforma' ofwhichpre rerhasa SIGNAT OF PERSON RESPONS ADDRESS Q DATE 1306 Georgetown Circle Carlisle, PA 17013 2>'2 &-0 <- DATE ADDRESS AODRESS DATE 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013-9142 % - :1-8---0 Z- For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse Is 3% [72 P,S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)l. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 adopUve parent. or a slapparent oflhe child is 0% [72 P,S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value oftransfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)l. 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. ~ Ilk . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONALPROPERTV COI.WONWEAL TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lo W'] C ng, 1 rna I FILE NUMBER 21 - 02 - 00461 Include the proceeds of lnigation and the date the proceeds were received by the estate. All property joinlly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH ].552.43 M & T Bank - Checking Account #1322206 2 First Union National Bank - Checking Account #1010042362122 9,599.56 3 First Union National Bank - Savings Account #3000039977680 - 97,300.19 Accrued Interest - 4.25 97.304.44 4 Todd Home - Refund 1.545.00 5 AARP - Refund 397.00 TOTAL (Also enter on Line 5, Recapitulation) 110,398.43 . ,. *' sctEDULE H RlNERALEXPENSES& ADMIIIlSTRAllVE \,;OS I S COMMCWWeAa. TH OF PENNSVt. VANIA tlHERnANCe TAX RETURN AE8lDEHT DECEDENT ESTATE OF Long, Wilma C I FILE NUMBER 21 - 02 - 00461 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 1 Cremation Society 42.00 . B. ADMINISTRATIVE COSTS: 4,415.00 1. Personal Representative's Commissions Quentin L. Zell Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 1306 Georgetown Circle City Carlisle State PA Zip 17013 - Year(s) Commission paid 2002 2. Attorney's fees Hanft & Knight. P.c. 3,312.00 3. Family Exemption: (If decedent's address ;s not the same as claimant's. attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 135.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Sprint - Telephone Bill 19.57 2 Phannerica - Bill 393.78 Tolal of Continuation Schedule{s) 218.50 TOT AI. (Also enter on line 9, Reeapitulation) 8,535.85 ~ ,. , '* ScIl1lCUe H Fu1enII ElcpeI [r & Adn..lil;b.6,oe Ccs1scxniulcl COMMONWEALTH OF PENNSYLVANIA INt-EAITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Long, Wilma C I FILE NUMBER 21 - 02 - 00461 3 Three Springs Family Practice - Bill 23.75 4 Cumberland Law Journal- Legal Advertising 75.00 5 The Sentinel - Legal Advertising 119.75 Page 2 of Schedule H ~. . . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS 00MM0NWEAl. TtI OF PENNSYLVANIA It4HIEJ'lITM!CE TAX RETURN RESIDeNT DECEDENT ESTATE OF Long. Wilma C I FILE NUMBER 21 - 02 - 00461 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION AMOUNT 20,938.87 Pennsylvania Department of Public Welfare - Estate Recovery Lien CIS #570129816 TOTAL (Also enter on Line 10, Recapitulation) 20,938.87 .'Ilc I ". REV-1In EX+ (1?OO) . . SCHEDULE J BENEFICIARIES COMMOrNlEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Long, Wilma C I FILE NUMBER 21 - 02 - 00461 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY n_ ~~~EDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Jean Bixler Friend 1.000.00 2 Dennis and Doris Fry Friend 500.00 3 Quentin L. & Dorothy B. Zell Nephew 50% 4 William and Ann Whitcomb, Jr. Grand Nephew 50% Enter dollar amounts for distributions shown above on lines 15 through 18. 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I Mt. Zion Lutheran Church 500.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 500.00 .l'"\,... ". . . , ''', -" .._~ .- LAST WILL AND TESTAMENT OF WILMA C. LONG I, Wilma C. Long, of 117 Race Street, Boiling springs, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and .funeral expenses, including all expenses.of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I make the following specific bequests: A. Jean Bixler the sum of One Thousand ($1,000.00) Dollars; B. Dennis and Doris Fry the sum of Five Hundred ($500.00) Dollars; C. Mt. Zion Lutheran Church of Allen, PA, the sum of Five Hundred ($500.00) Dollars; ITEM III: I devise and bequeath all of my estate of every nature and wherever situate in equal shares as follows: One share to Quentin L. and Dorothy B. Zell, or the survivor of the two; One share to William and Ann Whitcomb, Jr., or the survivor of the two; One share to Ellouise Fry. In default of any of the above persons, that share is to be added to the shares of the other named persons. ITEM IV: I appoint Quentin L. Zell Executor of this my last Will, Should he fail to qualify or cease to act as Executor, I appoint William Whitcomb, Jr., Executor of this my last will. J&~, e.. ~ .... ~ ~ ITEM V: I grant unto my Executor the power to sell, pledge, mortgage, lease or exchange, or to grant-an option for a purchase, lease or exchange of any real estate which I own at the time of my death, but r request that no public sale be held at my home. ITEM VI: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this 1'2. day of November, 1993. 1r'~ e.~_ [SEAL] The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Wilma C. Long, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. ~~ '10 ~l O~ ~'- *. - '" ~ ." - . ~ .. COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND : We, Wilma C. Long, William A. Addams and Mary M. Price, the Testatrix and the 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 has signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~"- e. ~ Testatrix ~~~ 'f!;t 1f O~ witness Subscribed, sworn to and acknowledged before me by Wilma C. Long, the Testatrix, and subscribed and sworn to before me by William A. Addams and Mary M. Price, witnesses, this /;;; tL day of November, 1993. 1m.'-'lW. SEAl. IIOKltiE L COYlE. IIOTARV FUeUC AlT. IlOU Y SNl!H9S. I'A Ctllol8ElllANP CO. ' r..'V COt,lMISSI~N fJ.PIPES OCTOSEfl17. 1S94 - ~~a . Notary Pub . ": .;:t?.~ ;';', '\.. /?- bc:2- - ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-IU7 EX AFP 101-02) WILLIAM A ADDAMS HANFT 8 KNIGHT 19 BROOKWOOD AVE CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-18-2002 LONG 02-19-2002 21 02-0461 CUMBERLAND 101 WILMA C Allount Rellitted 106 PA 17013 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, subllit the upper portion of this forll with your tax paYll8nt, CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6oj-Ex-AFP-[oY=02Y------...--iNirERITANc'E--fAx-sTAfEM'E-N'f-cfF-AC-couiff--...------------------ --- ESTATE OF LONG WILMA C FILE NO. 21 02-0461 ACN 101 DATE 11-18-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOH IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-15-2002 PR I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 12,063.56 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-16-2002 CDOO1186 603.18 14,000,00 11-01-2002 REFUND ,00 2,539.62- TOTAL TAX CREDIT 12,063,56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE ,00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J /7-6;2- ~ ~ 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 WILLIAM A ADDAMS HANFT & KNIGHT 19 BROOKWOOD AVE CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-2002 LONG 02-19-2002 21 02-0461 CUMBERLAND 101 '* REV-1547 EX AFP 101-021 WILMA C Allount Rellitted 106 PA 1 i<<t13 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 =isirj-E3f-AFP-foY=02Y-NoTicE--oF-YNHEifiTAifcE-TAX-A-PPRjrisEMENT~--AL1-owAiicE-oR----------- - ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LONG WILMA C FILE NO. 21 02-0461 ACN 101 DATE 10-22-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 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 TAX CREDITS: .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 80,423.71 X 15 = 12,063.56 (19)= 12,063.56 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 .00 110,398.43 ,00 .00 (8) 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/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) llO) 8,535.85 20.938.87 lll) ll2) ll3) ll4) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 110,398.43 29.474 72 80,923,71 500,00 80,423,71 l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-16-2002 CDOO1186 603.18 14,000.00 TOTAL TAX CREDIT 14,603.18 BALANCE OF TAX DUE 2,539,62CR INTEREST AND PEN. ,00 TOTAL DUE 2,539.62CR . 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 A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,)