HomeMy WebLinkAbout02-0605
Estate of CHARLES W. WINDOMAKER
PETITION FOR PROBATE and GRANT OF LETTERS
21, 02-- lDoS
also known as . Deceased. To:
Register of Wills
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 204 - 03 - 1930
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older, is the personal representative named in the last
will of the above decedent, dated JANUARY 19, 1996.
Decedent was domiciled at death in FOREST PARK HEALTH CENTER, CARLISLE,
PENNSYLVANIA, with his last family or principal residence at 231 PINE GROVE ROAD, GARDNERS,
DICKINSON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA.
Decedent, then 80 years of age, died JUNE 27, 2002, at FOREST PARK HEALTH CENTER,
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.
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:
TOTAL
$ 67,500.00
$
$
$ 55,000.00
$122,500.00
WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and
the grant of letters testamentary thereon.
~ 1- &J "JJ[:
ARTHUR L. RHOADS, III
1830E HEISHMAN GARDENS
CARLISLE, PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner above-named swears that the statements in the foregoing petition are true and
correct to the best of the knowledge of petitioner and that as personal representative of the above
decedent petitioner will well and truly administer the estate according to law.
(ftifH -1- ~ 1lL
ARTHUR L. RHOADS, III
Om,Gw~.
Sworn to and subscribed
before me this 2ndday of
July, 2002. (!.
LEWIS
/1. 73-,L
Estate of CHARLES W. WINDOMAKER, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, July 2, 2002, in consideration of the petition attached hereto,
satisfactory proof having been presented before me,
IT IS DECREED that the instrument dated JANUARY 19, 1996, described
therein, be admitted to probate and filed of record as the last will of CHARLES W.
WINDOMAKER and Letters Testamentary are hereby granted to ARTHUR L.
RHOADS, III.
Probate, Letters, Etc. $
Short Certificates $
~ X'1ID\ PAGEE$
JCP $
TOTAL $
F"I d 1-2-2002
Ie ~a.ll~ alLy ') 2 2662
235.00
24.00
9.00
5.00
273.00
29920)
FEES
717 -243-6090
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LAST WILL AND TESTAMENT
~ / - 0 d. - (.;.D5
I, CHARLES W. WINDOMAKER, of 231 Pine Grove Road, Gardners, Cumberland
County, Pennsylvania 17324 do hereby make, publish and declare this to be my last will and
testament, hereby revoking all wills heretofore made by me.
I. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease.
2. I authorize and empower my personal representative to sell any realty and/or
personalty owned by me at my death and not specifically devised or bequeathed herein, at public
or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee
simple, as I could do if living. My representative is authorized and empowered to engage in any
business in which I may be engaged at my death, for such period of time after my death as seems
expedient to said representative.
3. I give, devise and bequeath all of my estate of whatever nature and wherever
situate as follows:
A. 40% to Arthur L. Rhoads, III;
B. 20% to Arthur L. Rhoads, IT;
C. 20% to Darby Rhoads;
D. 10% to Karen Lehman; and
E. 10% to Vivian Croft.
4. In the event that any beneficiary in paragraph three above does not survive me,
then the share of my estate devised to such beneficiary I give devise and bequeath to said
deceased beneficiary's children, share and share alike, the child or children of any deceased
beneficiary taking the share their parent would have taken ifliving.
5. If any of my beneficiaries are under the age of twenty-one (21) years, then said
beneficiary's share of my estate I give, devise and bequeath to be held in trust by the hereinafter
mentioned trustee according to the following terms and conditions:
The trustee, as well as my representative, is hereby authorized to retain, unconverted, any
property, real or personal, that I may own at my death and shall be under no duty to convert it
into legal investments. The trustee shall have the power and authority to sell, transfer, convey,
invest and reinvest and to pay over the net income of the trust property, to or for the use of such
beneficiary, or to accumulate it in the sole discretion of the trustee. The trustee is also authorized
and empowered to pay over to, or for the use and benefit of such beneficiary such portion of or all
of the principal of the trust estate as in the trustee's sole discretion seems proper for such
beneficiary's support, maintenance, education, or medical care. My primary object is to insure the
support, maintenance, education and medical care of such beneficiary until he or she reaches the
age of twenty-one (21) years. As each such beneficiary reaches the age of twenty-one (21) years,
then whatever remains of income or principal of such beneficiary's trust estate shall be distributed
to such beneficiary.
6. I nominate and appoint Arthur L. Rhoads, III to be the personal representative of
my estate, to serve without bond. Ifhe cannot or does not serve, then I appoint Arthur L.
Rhoads, II to be the substitute personal representative with the same powers and without the
filing of any bond.
7. I appoint Dauphin Deposit Bank, Carlisle, Pennsylvania, to be the trustee of any
trust created herein.
8. I suggest that my personal representative retain the services of Harold S. Irwin, III,
Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this~day of
January, 1996.
(
(D,jCN.1.LL ~J. (.cL',^~~(SEAL)
CHARLES W. WINDOMAKER
Signed, sealed, published and declared by the above-named person as and for a last will
and testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
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ACKN01:ELEDG~NT AND AFFIDA tlI
WE, CHARLES W. WINDOMAKER, HEATHER A. BARBOUR and AMY S.
IRWIN, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator
signed and executed the instrument as his last will and that he had signed willingly, and that he
executed it as his free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the
best of their knowledge the testator was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence,
eicupJ//&- Ij) 0Lck,r/~
CHARLES W. WINDOMAKER
~/flJl/;f /- d /5'tYA Ucu..n.
HEATHER A. BARBOUR
r);l{i)j~~~~
A S. WIN
COMMONWEALTH OF PENNSYLVANIA
:S5:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by CHARLES W.
WINDOMAKER, the testator herein, and subscribed and sworn to before me by HEATHER A.
BARBOUR and AMY S. IRWIN, witnesses, this T'J day of January, 1996.
Notanal Seal
HalQld S, Irwin III, Notary Public
Carlisle Sqro, Cumberland County
My CommiSSion Expires Sept. 14, 1 Me
Member. ~1'~"liondNotari..
~;K-
STATUS REPORt UNDER RULE 6.12
Name of Decedent:
CHARLES W. WINDOMAKER
Date of Death:
JUNE 27, 2002
,
Will No. 21- 02 - 0605:1 Admin No. 2102 - 0605
I.,
(
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. 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 representative file a final account with the Court?
Yes No ~
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A
c. Did the personal representative state an account informally to the
parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to t is r ort.
"
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Harold S. Irwin, II
Atty for Estate of
35 East High Street
Carlisle, PA 17013
717-243-6090
. Windomaker
r--
July 15, 2003
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RELEASE
I, ARTHUR L. RHOADS, II, hereby acknowledge that I have this day had and
received from ARTHUR L. RHOADS, III, executor, and HAROLD S. IRWIN, III, the
legal counsel for the ESTATE OF CHARLES WINDOMAKER, deceased, the total
sum of Ten Thousand One Hundred Fifty-four and 07/100 ($10,154.07) Dollars in full
satisfaction and payment of my share in the estate.
AND THEREFORE, I, the said ARTHUR L. RHOADS, II by these presents
remise, release, quit claim, and forever discharge the said executor and attorney, their
heirs, executors and administrators, of and from the said share and of and from all
actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or
by reason thereof, or any other act, matter, cause or thing whatever, from the beginning
of the world to the day of the date of these presents.
And I hereby consent and agree that the Orphans' Court of Cumberland County
may discharge the said executor and legal counsel as to this share upon application,
without further notice to me.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the /~ fi
day of June, 2003.
{2d;/~~
ARTHUR L. RHOADS, II
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
On this, the /6 ~ day of June, 2003, before me, the undersigned officer,
personally appeared ARTHUR L. RHOADS, II, known to me (or satisfactorily proven) to
be the person whose name is subscribed to the within instrument, and acknowledged
that he executed same for the purposes therein contained.
In witness whereof, I hereunto set my hand and official seal.
NOT___
.-e L COYLE, NOTARY PIJBUC
~Of CARU8l.E, ClAmERlAND co. PA
""~'.IIONEXPIRE80CT0BER 17.:ZOOS
&n""" ~1A
Notary Public
(SEAL)
RELEASE
I, ARTHUR L. RHOADS, III, hereby acknowledge that I have this day had and
received from ARTHUR L. RHOADS, III, executor, and HAROLD S. IRWIN, III, the
legal counsel for the ESTATE OF CHARLES WINDOMAKER, deceased, the total
sum of Twenty Thousand Three Hundred Eight and 13/100 ($20,308.13) Dollars in full
satisfaction and payment of my share in the estate.
AND THEREFORE, I, the said ARTHUR L. RHOADS, III by these presents
remise, release, quit claim, and forever discharge the said executor and attorney, their
heirs, executors and administrators, of and from the said share and of and from all
actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or
by reason thereof, or any other act, matter, cause or thing whatever, from the beginning
of the world to the day of the date of these presents.
And I hereby consent and agree that the Orphans' Court of Cumberland County
may discharge the said executor and legal counsel as to this share upon application,
without further notice to me.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the /31'"
day of June, 2003.
CMil /) i&J (SEAL)
ARTHUR L. RHOADS, III
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
On this, the /3t!1 day of June, 2003, before me, the undersigned officer,
personally appeared ARTHUR L. RHOADS, III, known to me (or satisfactorily proven)
to be the person whose name is subscribed to the within instrument, and acknowledged
that he executed same for the purposes therein contained.
In witness whereof, I hereunto set my hand and official seal.
NOTARIAL SEAL
lIONNIE L CO'/lE, NOTAAY PIIIIUC
IORO CJIIl ~ 1M ~ CllMIlERlAHD 00. PA
lit llCllI 11 CM EIlI'IlElI ()(;11; . 17. 2llOO
N~xr ~ (SEAL)
RELEASE
I, DARBY R. RHOADS, hereby acknowledge that I have this day had and
received from ARTHUR L. RHOADS, III, executor, and HAROLD S. IRWIN, III, the
legal counsel for the ESTATE OF CHARLES WINDOMAKER, deceased, the total
sum of Ten Thousand One Hundred Fifty-four and 07/100 ($10,154.07) Dollars in full
satisfaction and payment of my share in the estate.
AND THEREFORE, I, the said DARBY R. RHOADS by these presents remise,
release, quit claim, and forever discharge the said executor and attorney, their heirs,
executors and administrators, of and from the said share and of and from all actions,
suits, payments, accounts, reckonings, claims and demands whatsoever, for or by
reason thereof, or any other act, matter, cause or thing whatever, from the beginning of
the world to the day of the date of these presents.
And I hereby consent and agree that the Orphans' Court of Cumberland County
may discharge the said executor and legal counsel as to this share upon application,
without further notice to me.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
day of June, 2003.
TWIll" KAY TAYLOR
Notary Public, Slale of Florida
My tIlll1ll1. expo Oct. 22, 2004
Comm. No. CC 976972
I t, 'M...
oft ~ (f! ~(SEAL)
DARBY R. RHOADS
STATE OF FLORIDA
~ss:/6;~:J,2" 'iflf/?
COUNTY OF ---6k.t>.LM s Ii-
On this, the I/" day of June, 2003 efore me, the undersigned officer,
personally appeared DARBY R. RHOADS nown to me r satisfactorily proven) to be
the person whose name is subscribed to the In Instrument, and acknowledged that
he executed same for the purposes therein contained.
In witness whereof, I hereunto set my hand and official seal.
~.IJAv1 ~~~f? ,
Notary Public
(SEAL)
RELEASE
I, KAREN L. LEHMAN, hereby acknowledge that I have this day had and
received from ARTHUR L. RHOADS, III, executor, and HAROLD S. IRWIN, III, the
legal counsel for the ESTATE OF CHARLES WINDOMAKER, deceased, the total
sum of Five Thousand Seventy-seven and 04/100 ($5,077.04) Dollars in full satisfaction
and payment of my share in the estate.
AND THEREFORE, I, the said KAREN L. LEHMAN by these presents remise,
release, quit claim, and forever discharge the said executor and attorney, their heirs,
executors and administrators, of :md fr,.'11 the said share and of and from all ac:tion~,
suits, payments, accounts, reckonings, c:dms and demands whatsoever, for or by
reason thereof, or any other act, matter, cause or thing whatever, from the beginning of
the world to the day of the date of these presents.
And I hereby consent and agree that the Orphans' Court of Cumberland County
may discharge the said executor and legal counsel as to this share upon application,
without further notice to me.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the / (0
day of June, 2003.
~~~EALJ
KAREN L. LEH AN
STATE OF FLORIDA
0, /h f'r...... ,,/1, :SS:
COUNTY OF ~
On this, the J (0 day of June, 2003, before me, the undersigned officer,
personally appeared KAREN L. LEHMAN, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that
she executed same for the purposes therein contained.
In witness whereof, I hereunto set my hand and official seal.
KATHARINE A. HULlON
Notary Public, Stale of Florida
My comm. expo May 9, 2007
Comm. No. DO 206543
-
i"\ )tary Public
AL)
RELEASE
I, VIVIAN CROFT, hereby acknowledge that I have this day had and received
from ARTHUR L. RHOADS, III, executor, and HAROLD S. IRWIN, III, the legal
counsel for the ESTATE OF CHARLES WINDOMAKER, deceased, the total sum of
Five Thousand Seventy-seven and 04/100 ($5,077.04) Dollars in full satisfaction and
payment of my share in the estate.
AND THEREFORE, I, the said VIVIAN CROFT by these presents remise,
release, quit claim, and forever discharge the said executor and attorney, their heirs,
executors and "ldministrators, of and from the said share and of and from all actions,
suits, payments, accounts, reckonings, claims and demands whatsoever, for or by
reason thereof, or any other act, matter, cause or thing whatever, from the beginning of
the world to the day of the date of these presents.
And I hereby consent and agree that the Orphans' Court of Cumberland County
may discharge the said executor and legal counsel as to this share upon application,
without further notice to me.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the ~
day of June, 2003.
~ l-~~/)( n-{t.
1~ ~ (SEAL)
VIVIAN CROFT
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
On this, the Iq~ day of June, 2003, before me, the undersigned officer,
personally appeared VIVIAN CROFT, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that she
executed same for the purposes therein contained.
In witness whereof, I hereunto set my hand and official seal.
"
(~,~LJ(SEAL)
Notary Public
1'lOrA/'l1.'lL liEAL
DAFlCIE A. NEIl, '**"Y ~
c.w.., Cumberlllnd CoIonIr
Ootnmi..ion E ',. Nov. 1M aooa
\, /7- ?3-.,;:p
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-D601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV~lU7 EX iFP (Dl~BSl
HAROLD S IRWIN
STES 201-202
35 E HIGH ST
CARLISLE
III
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-27-2003
WINDOMAKER
06-27-2002
21 02-0605
CUMBERLAND
101
CHARLES
W
Allount R...itted
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subMit the upper portion of this for.. with your tax pay.ent.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=i60j-EX-AFP-COy=03y------....--iilif€iiiT"ANCE--f;.x-STJrfEMENf-cfF"-;.ccouiif--iii..---------------------
ESTATE OF WINDOMAKER CHARLES W FILE NO. 21 02-0605 ACN 101 DATE 01-27-2003
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
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 DR RECORD ADJUSTMENT, 12-23-2002
PRINCIPAL TAX DUE,.....
14,107.48
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-25-2002 CDOO1650 701.62 13,330.86
12-30-2002 CD002003 .00 75.00
TOTAL TAX CREDIT 14,107.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOHS. )
\.
t?-75-.;2/
~ OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HAROLD S IRWIN
STES 201-202
35 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
III
12-23-2002
WINDOMAKER
06-27-2002
21 02-0605
CUMBERLAND
101
*'
REV-1541EXAFI'COI-On
CHARLES
W
Allount Rellitted
PA 17013
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=is4j-EX-AFP-foFozY-iii'ificE--OF-i:iiiiE'ifiTANCE-YAX-A-PPRAisEHEiiT~--ALioWAi.fCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES W FILE NO. 21 02-0605 ACN 101
ESTATE OF
WINDOMAKER
TAX RETURN WAS: I
I ACCEPTED AS FILED
I XI CHANGED
SEE
DATE 12-23-2002
ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te (Schedule AJ
2. stocks and Bonds {Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable {Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule G)
8. Total Assets
III
121
131
141
151
161
(71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens {Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
191
1101
.00
55.000.00
.00
.00
9,919.51
42.877.67
6.690.00
181
20,195.17
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. A~unt of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX C ITS:
242.14
1111
1121
1131
(141
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
114,487.18
:>0.437 31
94,049.87
.00
94,049.87
14, lS and/or 16, 17, 18 and 19 will
returns assessed to date.
DATE
09-25-2002
+
INTEREST/PEN PAID I-I
701.62
NUMBER
CD001650
PAYMENT MUST BE MADE BY 03-27-2003*.
.00 X 00 =
.00 X 045 =
.00 X 12 =
94,049.87 X 15 =
1191=
AMOUNT PAID
13,330.86
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
14,107.48
14,107.48
14,032.48
75.00
.00
75.00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
REV.l~70EX(6-88)
'*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Windomaker, Charles W.
REVIEWED BY
ACN
2102-0605
101
Daniel Heck
ITEM
SCHEDULE NO.
G 1
EXPLANATION OF CHANGES
Reduced to $3,000.00. Section 9107 (c) (3) of the 1995 Act provides that a transfer made
within one (1) year of the death of the transferor is subject to tax only to the extent that the
value of the transfer exceeds $3,000 during any calendar year.
ROW
Page 1
COMMONWEALTH OF PENNSYLVANIA:
I
:55:
COUNTY OF CUMBERLAND
ARTHUR L. RHOADS, III, being duly sworn according to law, deposes and says that he is the
executor of the estate of CHARLES W. WINDOMKAER, late of Dickinson Township, Cumberland
County, Pennsylvania, deceased, and that the within inventory made by him, the said executor, of the
entire estate of said decedent, consisting of all of the personal property and real estate, except real
estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the
inventory represent its fair value as of the date of decedent's death.
~~~~
ARTHUR L. RHOADS, III
Sworn to and subscribed before me
~ ~ da September, 2002.
Executor
Notarial Sea
Harold S. Irwin Ill, Nota lie
Carlisle Bora. Cumberland Coun y
My Commission Expires Sept. 23, 2002
Member, Pen[1~V!"'2rli0 r\S~.rl,~i,~'t"'" d NCJtBJies
27
.JUNE
2002
Date of Death:
Day
Month
Year
INSTRUCTIONS
1. An inventory must be filed within three months after appointment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty.
4. See Article IV, Fiduciaries Act of 1949.
Inventory of the real and personal estate of
CHARLES W. WINDOMAKER, deceased
1. HOUSE AND LOT OF GROUND AT 231 PINE GROVE ROAD, GARDNERS, PA $55,000 00
2. FURNITURE AND MISCELLANEOUS HOUSEHOLD GOODS 7,884 50
3. MISCELLANEOUS HOUSEHOLD GOODS SOLD PRIVATELY 401 37
4. 1987 CHEVROLET SEDAN 800 00
5. CELTIC LIFE INSURANCE COMPANY -Insurance Premium Refund 486 52
6. NATIONWIDE MUTUAL INSURANCE COMPANY - Car Insurance Refund 221 20
7. MEMBERS 1ST FEDERAL CREDIT UNION - Savings Account No. 160108 - 00 (One-half
Interest) 500 00
8. MEMBERS 1ST FEDERAL CREDIT UNION - Certificate of Deposit No. 160108 (One-half
Interest) 3,391 75
9. WA YPOINT BANK - Money Market Account No. 20007557 (One-half Interest) 25,057 76
10. WAYPOINT BANK - Checking Account No. 90212333 (One-half Interest) 10,357 92
11. WA YPOINT BANK - Certificate of Deposit No. 8000009481 (One-half Interest) 3,570 24
12. COM CAST - Refund 90 10
13. SPRINT - Refund 35 82
14. 2000 FORD RANGER PICK.UP TRUCK 6,190 00
~-. .
r
.
..
1-':'
,
...
.:
TOTAL 113,987 18
1-
CERTIFICATE OF NOTICE UNDER RULE 5.6C!tl
Name of Decedent:
CHARLES W. WINDOMAKER
Date of Death:
JUNE 27, 2002
Will No.
2002 - 00605
Admin. No.
21-02-0605
To the Register:
I certify that notice of beneficial interest or estate administration 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 July 5, 2002.
Name
Address
ARTHUR L. RHOADS, III
1830E HEISHMAN GARDENS
CARLISLE PA 17013
ARHUR L. RHOADS, II
439 N EAST ST
CARLISLE PA 17013
DARBY R. RHOADS
2644 CRICKET LN
CRESTVIEW FL 32536
(
F:
KAREN J. LEHMAN
3158 MAIN ST
CRESTVIEW FL 32539
::
"""
VIVIAN CROFT
229 PINE GROVE RD
GARDNERS PA 17324
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
None
July 5, 2002
35 East High Street, Su
Carlisle, PA 17013
717 -243-6090
Atty for Estate of Charles W. Windomaker
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
IRWIN HAROLD Sill
35 EAST HIGH STREET
SUITE 201
CARLISLE, PA 17013
_nnn_ fold
ESTATE INFORMATION: SSN: 204-03-1930
FILE NUMBER: 2102-0605
DECEDENT NAME: WINDOMAKER CHARLES W
DATE OF PAYMENT: 09/25/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/27/2002
NO. CD 001650
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $13,330.86
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$13,330.86
REMARKS: HAROLD S IRWIN III ESQUIRE
CHECK# 6272
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
"
,
REV-1500 EX (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
/?- '7.3- .::L
DECEDENrs NAME ( ST, FIRST A 0 MIDDLE INI IALl
WINDOMAKER, CHARLES W.
DATE F SIR H
NOVEMBER 18,1921
(IF APPLICABLE) SURVIVING SPOU E'
v
FILE NUMBER
21
COUNTY CODE
SOCIAL SecURITY NUMBER
204 - 03 -1930
02
YEAR
0605
NUMBER
DATE OF DEATH
JUNE 27, 2002
NAME (LAST, FIRST AND MIDDLE INITIAL)
OCIAL SECURITY NU BER
_ 2. Supplemental Return
_ 4a. Future Interest Compromise
(for dates of death after 12-12-82)
_ 7. Decedent Maintained a Living Trust
(Attach copy of Trust)
_ 10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
-X- 1. Original Retum
4. Limited Estate
-1L 6. Decedent Died Testate
(Attach copy of Will) EX, A
_ 9. Litlgation Proceeds Received
NAME
HAROLD S, IRWIN, III
TELEPHONE NUMBER
717.243-6090
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mort9ages and Notes Receivable (Schedule D)
5. Cash, Bank Dep & Mise Personal Property (Sched E)
6. Jointly Owned Property (Schedule F)
7. Transfers I Misc. Property(Schedule G) (Schedule L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schad H)
10. Debts, Mortgage Liabilities & Liens (Schedule i)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
15. Amount of Line 14 taxable at the spousal rate
16. Amount of 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. Tax due
3. Remainder Retum
(dates of death prior to 12-13-82)
_ 5. Federal Estate Tax Return Req
_ 8. Total No. of Safe Deposit Boxes
11.
COMPLETE MAILING ADDRESS
35 EAST HIGH STREET, SUITES 201/202
CARLISLE, PA 170'jj
(1) OFFICIAL USE ONLY
55,000.00
(2)
0.00
(3)
0.00
(4)
0.00
(5)
9,919,51
(6)
42,877 ,67
(7)
6,190.00
(8)
113,987,18
(9)
20,195,17
(10)
242,14
(11)
20,437,31
(12
93,549,87
(13)
0,00
(14)
93,549,87
x. - (15)
0,00
x ,045 = (16)
0.00
x .12 = (17)
0.00
x .15 = (18)
0.00
(19)
14,032.48
\
Decedent's Complete Address:
STREET ADDRESS
231 PINE GROVE ROAD
CITY I STATE I ZIP
GARDNERS PA 17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. Credits I payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount $701.62
(1) $14.032.48
Total Credits (A+B+C)
(2) $701.62
3. Interest I Penally it applicable
D. Interest
E. Penally
TotallnteresUPenal1y (D+E) (3)
4. [tLine 2 is greaterlhan 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.
A. Enter the interest on the tax due.
(5A)
(5) $13.330.86
B. Enter the total otLine 5+5A. This is the BALANCE DUE. (5B)$13.330.86
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use of income ofthe property transferred; ...................................
b. retain the right to designate who shall use the property transfonred or Its Income; ........
C. retain a reversionary Interest; or ........................................................................'"
d. receive the promise for life of either payments, benefits or care? ...............................
2. It death occurred on or betoro December 123, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................
3. Old decedent own an "In trust for" or payable upon death bank aecount or security
at his or her death? ......................................................................................................
4. Did decedent own an Individual retIrement account, annuity, or other non-probate property? ......
No
-1L
-1L
-1L
-1L
N/A
-1L
---.L
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than personal representative is based on all infonnation of which
preparer has any knowledge.
SIGN~E~N ~~FILlNGRETURN
ADDRESS
1830 EISHMAN GARDENS, CARLISLE, PA 17013
SI OF PREPAR TH il"HAN PERSONAL REPRESENTATIVE
DATE
SEPTEMBE , 2002
ADD S DATE
35 EAST HIGH STREET, , PA 17013 SEPTEMBER2 ,2002
For dates of death on or after 1, 1 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. Se Ion 9116 (a)(1.1 )(i)J.
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.
Section 9116 (a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only benefielary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. Section 9116 (a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefielaries is 4.5%, except as noted in 72 P.S. Section
9116 (1.2)[72 P.S. Section 9116 (a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. Section 9116 (a)(1.3)l. Asibllng is defined,
under Section 9'\02. as an individual who has at least one parent in common with the decedent. whether by blood or adoption.
,
REV-1502 EX + (12-85)
CO~1MONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
CHARLES W. WINDOMAKER 2002 - 0605
(Property Jolntly-owned with Right of Survivorship must be disclosed on Schedule F) All reel estate should be reported at fair market value
which Is defined as the price at which property would be ."changed between a willing buyer and a willlng seUer, neither being compelled to
buy or sell. both having reasonable knowledge of the relevant facts.
ITEM DESCRIPTION
NUMBER
SCHI!DULI! A
RI!AL I!STATI!
VALUE AT DATE
OF DEATH
1.
HOUSE AND LOT OF GROUND AT 231 PINE GROVE ROAD, GARDNERS,
$
55,000.00
TOTAL (A/soentaron Line 1, Recapitulation) $
55,000.00
(If more space is needed. insert additional sheets of same size.)
,
REV-1503 EX + (4-86)
CO~lMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CHARLES W. WINDOMAKER
(All property jolntly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION
NUMBER
SCHI!!DULI!! B
STOCKS AND BONDS
FILE NUMBER
2002 - 0605
VALUE AT DATE
OF DEATH
NONE
TOTAL (Also enter on Line 2, Recapitulation)
NONE
(If more space is needed. insert additional sheets of same size.)
.
REV-1504 EX + (3-92)
CO!olMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CHARLES W. WIN DO MAKER
NONE
SCHEDULE C
CLOSELY HELD STOCK
PARTNERSHIP AND PROPRIETORSHIP
FILE NUMBER
2002 - 0605
TOTAL (Also enter on Une 3. Recapitulation)
(If more space is needed. insert additional sheets of same size.)
VALUE AT DATE
OF DEATH
NONE
.
REV-1507 EX + (6-86)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHI!DULI! D
MORTGAGI!S AND NOTI!S
RECI!IVABLI!
ESTATE OF
CHARLES W. WINDOMAKER
(All properlY jolntly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION
NUMBER
FILE NUMBER
2002 - 0605
VALUE AT DATE
OF DEATH
NONE
TOTAL (Also enter on Line 4, Recapitulation)
NONE
(If mom space is needed, inserl additionsl sheets of same size.)
REV-1508 EX + (2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF
CHARLES W. WINDOMAKER
(All property jolntly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION
NUMBER
FILE NUMBER
2002 - 0605
VALUE AT DATE
OF DEATH
1.
FURNITURE AND MISCELLANEOUS HOUSEHOLD GOODS (Value based on public sale
prfces - See attached Exhibit "B")
$7,884.50
2.
MISCELLANEOUS HOUSEHOLD GOODS SOLD PRIVATELY
401.37
3.
1987 CHEVROLET SEDAN (Value based on sale price after obtaining appraisal,
attached as Exhibit "C", placing value $619.00)
CELTIC liFE INSURANCE COMPANY - Insurance Premium Refund
800.00
4.
486.52
5.
NATIONWIDE MUTUAL INSURANCE COMPANY - Car Insurance Refund
221.20
6.
7.
Comcast - Refund
90.10
Sprint - Refund
35.82
TOTAL (Also enter on Line 5. Recapitulation) $
9,919.51
(If more space is needed, insert additional sheets of same size.)
REV-1509 EX + (12-88)
COMMONWEALTH OF PENNSYLVANIA
, INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CHARLES W. WINDOMAKER
SCHEDULE F
JOINTL Y.OWNED PROPERTY
FILE NUMBER
2002 - 0605
Jolnttenant(s):
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. ARTHUR L. RHOADS, III
1830E HEISHMAN GARDENS
CARLISLE PA 17013
GRANDSON
B.
c.
Jolntly-owned property.
ITEM LETTER DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR
NO. FOR MADE VALUE ".INT. VALUE 0
JOINT JOINT OF ASSET DECEDENT'S
TENANT INTEREST
1. A. 06/1996 MEMBERS 1ST FEDERAL CREDIT UNION - Savings
Account No. 160108 - 00 (Value based on bank
statement attached at Exhibit "0") $1,000.00 500/. $500.0
2. A. 06/1996 MEMBERS 1ST FEDERAL CREDIT UNION - Certlflcate
of Deposit No. 160108 - 40 (Value based on bank
statement attached at Exhibit "0") 6,783.50 50% 3,391.7
3. A. 0111996 WAYPOINT BANK - Money Market Account No.
20007557 (Value based on bank statement attached at
Exhibil "E") 50,115.52 50% 25,057.7
4. A. 01/1996 WAYPOINT BANK - Checking Account No. 90212333
(Value based on bank statement attached at Exhibit
"E"} 20,715.85 50% 10,357.9
5. A. 01/1996 WAYPOINT BANK -.Certlflcale of Deposit No.
8000009481 (Value based on bank statement attached
at Exhibit "E") 7,140.48 50% 3,570.2
TOTAL (Also enter on Line 6. Recapitulation) $ 42,877.6
(If more space is needed. insert additional sheets of same size.)
,
REV-1510 EX + (2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
CHARLES W. WINDOMAKER 2002 - 0605
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEeT IS YES.
SCHEDULE G
INTERVIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ITEM DESCRIPTION OF PROPERTY DATE OF
NUMBER Include name of the UansferH. their relat#Ollsll/p to decedent. dele of transfer DEATH 'I. OF EXCLUSION TAXABLE
VALUE OF DECO'S (If applicable) VALUE
ASSET INTEREST
1. 2000 FORD RANGER PICK.UP TRUCK (Value based
on Kelley Blue Book attached at exhibit "F") $9,690.00 100"1. $3,500.00 $6,190.00
TOTAL (Also enter on Line 7, Recapitulation) $ 6,190.00
(If more space is needed. insert additional sheets of same size.)
REV.1511 EX + (7-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
CHARLES W. WINDOMAKER
FILE NUMBER
2002 - 0605
ITEM DESCRIPTION AMOUNT
NUMBER
A. Funeral Expenses:
1. HOLLINGER FUNERAL HOME, INC. $ 8,868.80
B. Administrative Costs:
1. Personal Representative CommissIons:
Social Security Number of Personal Representative::
Year Commissions Paid:
2. Estimated Total Attorney Fees: HAROLD S. IRWIN, III 6,309.48
3. Family Exemption:
Claimant Relationship
Address of Claimant at decedent's death:
Street Address
City State Zip Code
4. Probate Fees: REGISTER OF WILLS 273.00
C. Miscellaneous Expenses:
1. REGISTER OF WILLS. File Inventory and Appraisement 25.00
2. HAROLD S. IRWIN, III . Notary Fees 10.00
3. ARTHUR l. RHOADS - Reimbursement for Changing Locks on Real Estate and Boxes 294.41
4. CAROLYN McQUILLEN, TAX COLLECTOR - 2002/2003 School Real Estate Taxes 746.16
5. VARIOUS INDIVIDUALS - Payments to Clean and Prepare Property for Public Sale 1,425.00
6. POTTEIGER'S AUCTION SERVICE - Public Sale Expenses 1,846.92
7. IRVING CROFT - Property Maintenance 150.00
8. SMITH'S HAULING SERVICE - Trash Removal 220.00
9. CASTLE'S LUMBER - Auction Expenses 26.40
TOTAL $20,195.17
(If more space is needed, insert additional sheets of same size.)
REV-1512 EX + (1-93)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CHARLES W. WINDOMAKER
ITEM
NUMBER
SCHI!DULI! I
DI!BTS OF DI!CI!DI!NT,
MORTGAGI!S, LlABILITII!S AND LIENS
FILE NUMBER
2002 - 0605
DESCRIPTION
AMOUNT
1.
WEST SHORE EMERGENCY SERVICES - Medical Bill
SPRINT - Phone Bill
COMCAST - Cable Bill
METROPOLITAN EDISON COMPANY- Electric Bill
FOREST PARK HEALTH CENTER - Medical Bill
$ 44.25
2.
3.
34.67
75.08
4.
73.30
5.
14.84
TOTAL (Also enteron Line 10, Recapitulation) $ 242.14
(If more space is needed, insert additional sheets of ssme size.)
REV-1513 EX + (2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CHARLES W. WINDOMAKER
SCHEDULE J
BENEFICIARIES
FILE NUMBER
2002 - 0605
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. ARTHUR L RHOADS III NEPHEW 40% RESIDUE
1830E HEISHMAN GARDENS
CARLISLE PA 17013
2. ARTHUR L RHOADS II BROTHER-iN-LAW 20% RESIDUE
439 NORTH EAST STREET
CARLISLE PA 17013
3. DARBY R RHOADS BROTHER-iN-LAW 20% RESIDUE
2644 CRiCKETT LANE
CRESTVIEW FL 32539
4. KAREN L LEHMAN NIECE 10% RESiDUE
3158 MAIN STREET
CRESTVIEW FL 32539
5. VIVIAN CROFT NIECE 10% RESiDUE
229 PINE GROVE ROAD
GARDNERS PA 17324
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
8. Charitable and Governmental Bequests:
NONE
TOTAL CHARITABLE AND {jQVERNMENTAL BEQUESTS (Also enler on Line 13. Recapitulation) $
NONE
(If more space is needed, insert additional sheets of same size.)
LAST WILL AND TESTAMENT
I, CHARLES W. WINDOMAKER, of 231 Pine Grove Road, Gardners, Cumberland
County, Pennsylvania 17324 do hereby make, publish and declare this to be my last will and
testament, hereby revoking all wills heretofore made by me.
I. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease.
2. I authorize and empower my personal representative to sell any realty and/or
personalty owned by me at my death and not specifically devised or bequeathed herein, at public
or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee
simple, as I could do if living. My representative is authorized and empowered to engage in any
business in which I may be engaged at my death, for such period of time after my death as seems
expedient to said representative.
3. I give, devise and bequeath all of my estate of whatever nature and wherever
situate as follows:
A. 40% to Arthur L. Rhoads, Ill;
B. 20% to Arthur L. Rhoads, IT;
C. 20% to Darby Rhoads;
D. 10% to Karen Lehman; and
E. 10% to Vivian Croft.
4, In the event that any beneficiary in paragraph three above does not survive me,
then the share of my estate devised to such beneficiary I give devise and bequeath to said
deceased beneficiary's children, share and share alike, the child or children of any deceased
beneficiary taking the share their parent would have taken ifIiving,
5, If any of my beneficiaries are under the age of twenty-one (21) years, then said
beneficiary's share of my estate I give, devise and bequeath to be held in trust by the hereinafter
mentioned trustee according to the following terms and conditions:
The trustee, as well as my representative, is hereby authorized to retain, unconverted, any
property, real or personal, that I may own at my death and shall be under no duty to convert it
into legal investments, The trustee shall have the power and authority to sell, transfer, convey,
invest and reinvest and to pay over the net income of the trust property, to or for the use of such
beneficiary, or to accumulate it in the sole discretion of the trustee, The trustee is also authorized
and empowered to pay over to, or for the use and benefit of such beneficiary such portion of or all
of the principal of the trust estate as in the trustee's sole discretion seems proper for such
beneficiary's support, maintenance, education, or medical care, My primary object is to insure the
support, maintenance, education and medical care of such beneficiary until he or she reaches the
age of twenty-one (21) years, As each such beneficiary reaches the age of twenty-one (21) years,
then whatever remains of income or principal of such beneficiary's trust estate shall be distributed
to such beneficiary,
6, I nominate and appoint Arthur L. Rhoads, III to be the personal representative of
my estate, to serve without bond. If he cannot or does not serve, then I appoint Arthur L.
Rhoads, II to be the substitute personal representative with the same powers and without the
filing of any bond,
'.
,1, .
7. I appoint Dauphin Deposit Bank, Carlisle, Pennsylvania, to be the trustee of any
trust created herein.
8. I suggest that my personal representative retain the services of Harold S. Irwin, III,
Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this-'9!-day of
January, 1996.
(!!j,.("~LL it!. (~)L:~"~(SEAL)
CHARLES W. WINDOMAKER
Signed, sealed, published and declared by the above-named person as and for a last will
and testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
r//f{Jlkk rtJ .licud;za>'-
()~/d-~,n~
,,' .
dC](NQWLEDGA[pNT AND AFFlPAVlI.
WE, CHARLES W. WINDOMAKER, HEATHER A. BARBOUR and AMY S.
IRWIN, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator
signed and executed the instrument as his last will and that he had signed willingly, and that he
executed it as his free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the
best of their knowledge the testator was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
ew.~?- /jJ (-1 i,~cknoLu:-
CHARLES W. WINDOMAKER
'rt/i/l/ltfJ'- iJ. /SlY'!' (;C(.<.A
HEATHERA.BARBOUR
Q1i{i)j?&-U~~
A S. WIN
COMMONWEALTH OF PENNSYLVANIA
:ss:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by CHARLES W.
WINDOMAKER, the testator herein, and subscribed and sworn to before me by HEATHER A.
BARBOUR and AMY S. IRWIN, witnesses, this 7'! day of January, 1996.
Notarlal 8aa'
Harald S. Irwin 1/1, Notary Pubftc
Carlisle 90.0, Cumberland County
My Commission E,plres SePt. 14, 1 gge
Menbif.~la-- .~. .ofNotari.
. .
SELLER NAME
ADDRESS
,
i """"""'" '''' ::-" \06
~
:~
j
CASHIER
.,
'J
;J
.~
~
.l<
~
"
~
OTHER EXPENSES
\)Cf-\e- ?(~1. j
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I (Or" we). the seller, accept this setrlement and acknowledge receipt of the above specified net proceeds
from the auction of my goods and property sold on the above date. I accept all responsibility for providing
merchantable ti~e to all goods, and property sold, and for delivery of ti~e ta the purchaser.
\L~Wc. ~. -
, Actio eer or Cashier's f,gnature
c." \ "L\ \c:>? Dote
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TOTAL RECEIPTS $
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(Seller's Signature)
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. .' . o","OUT ~ I
RUFE CHEVROLET, Inc.
1601 Ritner Hwy.
CARLISLE. PA 17013
Telephone 243.5021
, ., ,
J..')1 &, ;;tr.j_
UfJCI" A"rK~i (. iN 7 A J9~ ') CnJ!'vt<tJht
I3EAIl..'.,Jf $l~;fll ,Jul>tbt:}1 /CIB,J~ltl7;iKIIS/I...r;
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#.;151(,
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. Q. Box 40
Mechanicst:>urg, PA 17055
1-800-283-2328 or (717) 697-1161
RF~III.6R ~.6VIN~~ .6~~n1INT'
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
160108 -00
07/12/1996
$1,000.00
$1.95
$1,001.95
Arthur L. Rhoads
07/12/1996
~FRTIFI~.6TF m: nFPn~IT'
Account Number/Suffix
Date Certificate Purchased
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
160108 -40 1 YR
07/12/1996
$6,783.50
$18.51
$6,802.01
Arthur L. Rhoads
07/12/1996
~:~s 1ST 6~EDIT UNION
M~4!t{. .
Denise A. Anders
Insurance Products Supervisor
August 28, 2002
Estate of: CHARLES WINDOMAKER
Date of Death: 06/27/2002
Social Security Number: 204-03-1930
.
. .
08/20/2002
HAROLD S IRWIN III
35 E HIGH ST
CARLISLE P A 17013
... Waynoint
y .~ r'B A N K
lOOK FOR US WE'Ll GET YOU THERE.
The information which you requested on the account(s) of CHARLES WINDOMAKER
(Social Security Number 204-03-1930) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership ITO
Name of Joint ARTHUR
Owner. if any RHOADS
Date Ownership 12109/94
Was Established
20007557
CHECKING
12/09/94
50074.18
41.34
50115.52
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Estab lisbed
Additional
Information
Requested
800000948] 90212333
CERTIF1CATE CHECKING
12109/94 08/16/83
7130.42 20715.54
10.06 .31
7140.48 20715.85
ITO ITO
ARTHUR ARTHUR
RHOADS RHOADS
12/09/94 08/16/83
~*b
SENIOR SERVICES REP.
P NSYUIANIA 17105-1711
PO. Box 1711. HARRISBURG. EN BI5-45oo . www.waypolntbank.com
~_.. ~___ , ..""""_\A1AY"""on' 11_966_929-7646) .IN YORK AREA 7r7 /
f stt:i<r o{ C ~,;,ICJ ~lI kll"dvf'1Ckcf
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VI tv~ 1FT Y R 14 X lJ Y'tA 51& 525
Pennsylvania. July 3. 2002
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Trans: Automatic
Drive: 2 Wheel Drive
Mileage: 19,600
Equipment
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AM/FM Stereo
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http://www.kbb.comlkb/ki .dlllkw. kc. urrykbb; I 69306&;t&39;Ford;2000%20Ranger&3 ;FT;G 7 & 7! 3/02
Consumer Rated Condition: Good
"Good" condition means that the vehicle is free of any major defects.
The paint, bOdy and interior have only minor (if any) blemishes, and
there are no major mechanical problems, In states where rust is a
problem, this should be very minimal, and a deduction should be
made to correct it. The tires match and have substantial tread wear
left. A clean tltJ.e.hl~J9rY is assumed, A "good" vehicle will need some
reconditioning to be sold at retail; however major reconditioning
should be deducted from the value. Most recent model cars owned by
consumers fall into this category.
Trade-In Value $9,690
Trade-in value represents what you might expect to receive from a
dealer for this consumer owned vehicle. Keep in mind that the dealer
must then absorb the cost of making the vehicle ready for sale,
advertising, sales commissions, arranging financing and insurance
and standing behind the vehicle for any mechanical or safety
problems.
Get:l Drrvate Party Value
<b;f',i'~
~tJI1Y.o!.~e_& ~'-SRP QDN.ew_Cars
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 02-0605
02146097
10-22-2002
REV-l&45EXAFPID'-DDl
TYPE
EST. OF CHARLES W WINDOMAKER
5.5. NO. 204-03-1930
DATE OF DEATH 06-27-2002
COUNTY CUMBERLAND
OF ACCOUNT
IX] SAVINGS
o CHECKING
o TRUST
o CERTIF.
ARTHUR L RHOADS
1830 E HEISHMAN GARDEN'S
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FCU hss provided the Department with the inforllation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If yOU feel this infor.ation is incorrect, please obtain written correction froe the financial institution, attach a copy
to this fo~ and raturn it to the above address. This eccount is taxable in accordance with the Inheritance Tax Laws of the Coeeonwealth
of Pennsylvania. Questicns ~ay be answarad by oalling (717l 787-8327.
COMPLETE PART 1 BELOW
Account No. 160108-00
. . . SEE REVERSE SIDE FOR
Oate 07-12-1996
Established
FILING AND PAYMENT INSTRUCTIONS
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
1,001.95
X 50.000
500.98
X .15
75.15
To insure proper credit to your account, two
(2) copies of this notice eust eccoepany your
paYllent to the Register of Wills. Make check
payable to: "Register of WillS, Agent".
NDTE: If tax payeents ere eade withIn three
(3) eonths of the deoedent's date of death,
you eay deduct a SZ dIscount of the tax due.
Any inheritance tax due will becolle delinquent
nine (9) .onths after the date of death.
PART TAXPAYER RESPONSE
[!]lmml~~Il.::::.l:!:.~!!!!I~Il~lll!!!l~~!i!ll~.l!:l.!i!l~Di~~~Il!:!:!rB!!!I~_~I.l!I!l!!!U_!!ll.l!!l.~I!m~I~~I!;!!!,ll
..-.-...-,....-.-.,.-.-.-.-.-.,.,..,.,."'.,.,.,...",,.",.,"',.,'~,~.,...,."..,',...,.,...,.,.,.............,.........,........................-.......-...-...........-.-.-...-.-.-.-.-.-.-.-.-.-.-.-.,
.-.,.,...,.,.-.,.",.,.,."""""""""",.,,',',',',',',',',',','.',',',','.',',',...,.,.,.,.,.~,.,.,...,."..,...,.,.,.,.,.,.,...,.,.",.,.....,.....,.............,.......,...................,......,."'.
,...,.,.".....,................................-...-...-... ..............,..............."1"1"1........,.,.,.,.,...,.,"1"'.,...,.....,.,.,.,.............................................,............
..............................-.........-..........................................,.................,..............,.,...,.....
[CHECK ]
ONE
BLOCK
ONLY
A. D The above inforeation and tax due is correct.
I. You .ay choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain
e discount or avoid interest, or you may ohack box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Depart.ent of Revenue.
B. ~ The above esset hes been or will be reported and tax paid with tha Pennsylvania Inharitance Tax raturn
~ to ba filed by the decedent's representative.
C. D The above information is incorrect and/or debts and daducUons ware paid by you.
You .ust co.pleta PART 0 and/or PART ~ below.
X
If you indicate R different tax rat., pl.ase state your
relationship to decedent:
PART
[3J
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Texable
7. Tax Rete
8. Tax Due
OF TAX ON JOINT'TRUST ACCOUNTS
1
2
3
4
5
6
7
8
X
PART
@]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on line 5 of Tax Computation)
perjury, I declare that the facts I
.y knowledge and belief.
I
$
Under penalties
to the b t
/-
TAXPAYER SIGNATURE
have reported above are true, correct and
(In) ~qq-g.J"{,
WORK (717) 7]L{- "f
TELEPHONE NUMBER
...11..:..l..:: \..
DATE
HOME
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1 162 EX(1 1-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN HAROLD S III ESQUIRE
35 EAST HIGH STREET
SUITE 201
CARLISLE, PA 17013
____un fold
EST A TE INFORMATION: SSN: 204-03-1930
FILE NUMBER: 2102-0605
DECEDENT NAME: WINDOMAKER CHARLES W
DATE OF PAYMENT: 12/30/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/27/2002
NO. CD 002003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $75.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$75.00
REMARKS: HAROLD S IRWIN III ESQUIRE
CHECK# 6830
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITAHCE TAK DIVISION
DEPT. ZSD6Dl
HARRISBURG, PA 11128-0601
HAROLD S IRWIN
STES 201-202
35 E HIGH ST
CARLISLE
--- -. -..._ _11"r!O . .......:
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
III
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
.
,-
UV-l~1 E~ JFP ID1-DI)
12-23-2002
WINDOMAKER
06-27-2002
21 02-0605
CUMBERLAND
101
CHARLES
W
Amount Rellitt.d
~A 17013 75. 00
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
... RETAIN LOWER PORTION FOR YOUR RECORDS ...
REV-1470 EX (6-88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Windomaker, Charles W.
FILE NUMBER
REVIEWED BY
Daniel Heck
ACN
2102-0605
101
ITEM
SCHEDULE NO.
G 1
EXPLANATION OF CHANGES
Reduced to $3,000.00. Section 9107 (c) (3) of the 1995 Act provides that a transfer made
within one (1) year of the death of the transferor is subject to tax only to the extent that the
value of the transfer exceeds $3,000 during any calendar year.
ORIGINAL
Page 1
COHHDNWEAL TH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28D6Dl
HARRISBURG~ PA 17128-0601
.
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 02-0605
ACN 02146096
DATE 10-22-2002
UV~1S43 Ell if' U'~'U
lit' ,;.:, -'.'
TYPE OF ACCOUNT
EST. OF CHARLES W WINDOMAKER 0 SAVINGS
5.5. NO. 204-03-1930 0 CHECKING
DATE OF DEATH 06-27-2002 0 TRUST
>! l.; COUNTY CUMBER LAND !Xl CERTIF.
REHIT PAYHENT AND FDRNS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
ARTHUR L RHOADS
1830 HEISHMAN GARDENS
CARLISLE PA 171lI6' i
KEKBERS 1ST FCU has provided the 08partnnt wIth the Infonnltlon llstlld below which has bIIen uSfld in
calCUlating tIHI po'blnU.I tax due. Their records indicate that at the d8ath of the Ilbove decedllnt~ YOU wen I!I Joint owner/be".ficiary of
this account. If you *-1 this lnforution is incorrect~ pl.ase obtain written correction frOll the financial institution, attllch a copy
to this fa,.. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COIIlHH'IWealth
of Penn~lvanla. Questlons..y be ans...red by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 160108-40 Il1Ite 07-12-1996
EstlObUshed
ACCOU'1t a.l.,c.
Percent T8)(ab1e
AIlount Subject to Tax
Tax Rete
Potentiel Tax Due
x
6,802.01
50.000
3,401. 01
.15
510.15
TAXPAYER RESPONSE
To insure proper c:rlKlit to your ac:c:ount~ two
(2) copias of this notice .ust accoapeny your
payunt to the RllSllister of WiUs. Hilke check
payable to: "Reglster of Nl1ls~ Agent".
x
MOTE: If tax pa:!llltmb; are .lIde within three
(3) aonths of the decedent"s date of death~
you .ay deduct II 5~ discount of the tlIx due.
Any inheritance tax dull will bac~ ~l1nqutmt
nine (9) .onths after the date of death.
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
o The above infor.ation and tax due is correct.
1. You lIay choose to rltlllt paYHnt to the Register of WUls with two copies of this notice to obtain
a d!$count or avoid interest~ or YOU IIl!IY check box 00"" and return this notice to the Register of
Wills and an official aSSeSSIIlilf1t will be issued by the PA Daparblent of Revenue.
'fd( The above asset has been or wUl be reported end tax paid with the Pennsylvania Inheritance Tax return
~ to be filed by the deced8nt"s representative.
o The above infor.ation is incorrltCt and/or debts and deductions were paid by you.
You IIUSt coaplete PART (!] and/or PART ~ below.
PART
(!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicete . different tax retel pl..se st.t. your
....l.tionshiP to decedent:
PART
I!J
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. D.te Estao11shed 1
2. Account hl~e 2
3. Percent Tmcable 3 X
'I. AIlount Subject to T.... 'I
/;. DlObts end Deductions /;
6. AIoount TaxlOb1e 6
1. Tex Rat. 7 x
8. Tp~. 8
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on Line 5 of Tex Computation)
Under pen.ltles of perjury I I declare that the facts I
c~o ti-7iP.;:; kno"ledge end bellef.
have report.d above ar. truel cor.rect and
HOME (717 ) 2'4 't -fl/ /,l
WORK <//7) ,fII-'-If}{,f II-I-Ol..