The URL can be used to link to this page

Home My WebLink About02-0467 PETITION FOR PROBATE and GRANT OF LETTERS Estate of WENDELL R. STEVENS also known as Deceased. Social Security No. 073-03-5408 No. 2. t - <<)2.. . Ut.., To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executrix named in the last will of the above decedent, dated April 6, 1988, and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 37 Cedar Circle, Newville Borough. Decedent, then 87 years of age, died January 2, 2002, at Carlisle Regional Medical 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: None $ unestimated $ $ $ WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant ofletters testamentary thereon. Q~ 'tn. ~ Alice M. Stevens ' 37 Cedar Circle Newville, PA 17241 (717) 776-8451 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ ~, .l!;t-~ , before me this 13th day lJm Alice M. Stevens L--'!I~(J~ iev Wo~. MARY LEWIS I Register -r; if No. 2, - 02 - J.llD1 Estate of WENDELL R. STEVENS, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, MAY 14. ?OO? , 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 April 6, 1988, described therein be admitted to probate and filed of record as the last will of Wendell R. Stevens and Letters Testamentary are hereby granted to Alice M. Stevens. Will Book # I .., Page ~.~ ~'l<\, R lP FEES Probate, Letters, Etc. Short Certificates( ) ~ extra pages jcp TOTAL $ 445.00 $ 6.00 $ 30.00 $ 5.00 $ 4!5b.OO Ivo V. Otto III, Esquire (27763) ATTORNEY (Sup. Ct. LD. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, P A 17013 (717) 243-3341 Filed 5-14-2002 called atty on 5-14-02 IJJ C.I c,._ t"j ~ >::: c_ C"-j P ""... ~'- F:\FILES\DA TAFILE\EST A TES\79542-petition.ltr , I' fle;}~,," l.~r.s q....~:,.) 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 Srate Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~P2~/- Fee for this certificate, $2.00 Local Registrar p 7887380 1'\N uh o 4 2002 Date "" 2/87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT IFIfSl, Middle. l<UlI .. WendeU R. Steven.6 SEX ..Ma,te STAl'IEFIlENU~A SOCIAL SECURITY NUMBER ,. 073 - 03 AGE (last BorlhCty) UNOfR1 YEAR Mont". Q.lv- UNDER , OW DATE OF BIRTH alRfHPLACf (Coly ..rod PLACE 01' DEATH ICheck CPly Q/\8 __ ,n$tfUCIJOOS on OIhtIl .0.1 \~WOln, Day. '.1 Stal.OI F"c,eognCounllvl HOSPITAl.: Roc.he.6.teJt., NY ,_...0 "",,0 7. ... FACILITY NAME (II noIlO!ilotultOf\. g,ve 5lieef and llUfl'll)ef.1 :::lfv,D 87 y~. '. COUNTY Of 0E}l3'1i CumbeJt.land ... MARITAL STATUS - u.rried ~....,,~.~. ...MM~r WhUe SURVIVING SPOUSf III wQ. QMI~Nm81 DECEDENT'S USUAL QCCUMJ'lON (Gi~kirtdol~doneduf~rnoIl A.c{'l1i?t'rxeeutt~e Ua. 1111. OECEDE.NT'S MAlUNG AOORESS{SlreM. Cily/1Owrl.~. ZIpCodeI 37 CedM C.i.Jt.c.le Newv~lle, PA 17241 II. Al~c.e. Mc.Cabe QECEDENrS ACTUAL RESIDENCE ....""""""'" 00__ lOp ... FATHER'S NAME (Firll. IoffXl!. Lalli II. Ral.jmona B. SteveM INFORMANT'S NAME {f'tJ*'P'iIIlI _ Mil).,. AtA.c.e M. S.teVef'l.6 METHOOOF OISPOStTtON ...... 0 "'.......Ill ""'"' no. CumbeJt..f.and Newv~Ue - :Uc, "_2..2Im_be~vt ~.,tlOptOl'IOUOCndHlh. 24, M. 2$. 27. PART I: E(l~rtn. diM..... injuriN Ot compicallofla wfIieh caused ItM cIa.th. 00 not ani... I'" rnoda 01 dying. such 1$ c.rdiac: Of respif,;llory amlill, ShOCk Of Iwlan la~ur' llSl only one cauN: on MCI\ line. PARTH: OthIIrligr1iftcanl;CClrIl;IlioMcon&ritUlnglOduttl,but noI rHUltinginlhaUl'ldertyingCllUMgiveninPAATI. lIMAECMAlE. <:AUK \FitIaI. .1I~OfCOfldlllon .ea.aingll'ldNltll- /~ ~r-dI)~~J- ~_(:Qrtdieions ilany. iMdInglO~ C&uM. EftleI UNOUll.'flMG CAUSE(o-. or......y 1hat~.\III'IlS tesulllng 11'I ClNlhI LAST WAS AN AUlOf'SY PERFORMED? l: WERE AUTOPSY FINl>>NQS AlAII..A8LE PRIOR 10 COL<lPLETION OF CAUSE OF DEATH? 0Uf1O{ORASA CONseOUENCE OF): DUElO(QR AS A CONSEQUENCE Of): ::~ROfoe~ DATE OF INJURY \~.08y.'taall TIME Of INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. __0 No ,..,0 ...0;;( Ace""" Suicida o o Homicide Pomdlng~Sligallon Could not ~ delarm.ned o o o PLACE Of INJURY - AI hom..llll'",~~I.laclDfY, office ~atlC.1SpllC'M _. ... 0 ...0 REGISTAAA'SSI~R~::ONU~';' ....~-'" " VA.-~ //C '7a.-t-J-dt.,,~~ !.2,1 ~\I \ 1'1 o Jlb. 2"_ ::rIb. CIERTIAER tCheck only 0flI) 'CERTIFYING PHYSICIAN (PhY"Coan cer1l/ylroQ eauM d dealt> when anOltle< ah....$lCoafll\a$pI~4e~\t'I ;\I'IQc~atll\em 231 To"'" "-I ot "'r kIlO....... daalh occunwd 41....10.... 'luHflllnd ",,!\fill a. .t.lecI. ... ,..RONOUNCING ANQCERTlf'flMG PH'fSICIA.H\~a<'Iwn J)lOf)OUflC.ll\9 Oealtl and Ce<1~V'ng IOCaUSlt 01 dealt>) To the beal or my kno..'-dge. dealh occurred at....~, dlle,.ncI pl.C., Ind du.lo th. eau"(IJ.nd ,,,In''lr'' .lllad.. 'MEDiCAL EXAMINER/CORONER ~:~~:-:~:t::~X.~.i~~I.I~~ .a.n.~~ ~~~~~I~~~~~: ~~ ~.y. ~~j.~i~~: ~~~~~ ~~~~~~~ ~~ ~~~ ~I~~,.~~t:: ~~~. ~'~~~: ~~.~~~ ~~ ~~~ ~~~:~~~I.~~ 0 :)la hI n )..(1/ ... tIIE\I'.,.p.""" I!! "i~ ~I~ , , . CClIlNONWI!ALTHOF PENNSYlVAN.... DePARtMENT OF REVENUE DePT.28Ol501 HAARlSBlRG, PA 11128-0801 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT to L DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) STEVENS, WENDELL R. ~ w !! UA I I:. 0.. t5IKTH (MM.DD-YE:AR)" 01102/2002 I 06/13/1914 l(IF APPLICABLE) SURVMNG SP6USE'S NAME (lAST. FIRST AND MIDDLE iNITIAL) - STEVENS, ALICE M. 111I o [Ill jo 1.-OriQillarRetum--- 4. limited Estate o 2. Supplemental Return-- ~- ---- o III o 48. Future Interest Compromise (dale of death atter12.12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal PoV6fly CISdilI.... of ___ 12-31-91 and 1-1-95 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received OFFICIAL USE ONLY o FILE NUMBER 21 02 COUNTY CODE YEAR SOCJAL SECURJTY NUMBER 00467 NUMBER I' THIS-RETiJRN-uUsT-BE-j:uiri IN DUPLlCA..TE'MTHTHE REGISTER OF WILLS -r - SOCIAL SECURITY NUMBER - 123-32-1410 o ~rnTdaleordeallrpnoriof2-1~ o 5. Feeleral Estate Tax Retum Required o 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A)(AttachSch 0) AMe iIl!< . 1vo V. Otto, III, Esquire I: ~ fiRM NAME (If applicable) - 8 ~ . Martson Deardorff Williams & Otto fELEPHONE NUMBER --- ~+17/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) I ill '" 3. Closely Held CorporaUon. Partnership or SoIe.Proprtetorshlp 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) 6. JoinUy Owned Properly (Schedule F) o Separate Billing Requested 7. InterNlvos Transfers & MisceNaneous Non-Probate Propetly (Schedule G or l) 8. Total Gross Assets (tota/lInes 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10 East High Street Carlisle, P A 17013 (1) Non~. OFfiCIAL USE.-ONLY 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) -0'-' (2) 951,007.48' (3) None (4) None (5) 1,534.00 -'"--"- --_.-----, (6) None _.- (7) -0- '-- c ~ -.; (8) 952,541.48 (9) 0.00 (11) 0.00 (12) 952,541.48 (13) 952,541.48 (14) 0.00 x .00 (15) x .045 (16) x .12 (17) x .15 (18) (19) 13. Charttable and Govemmental 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) Copyright 2000 form software only The Lackner Group, Inc. SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amounl of line 14 taxable at the spousal tax rate, er transfers under Sec. 9116(a)(1.2) z ~ ~ ~ u S 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 coNateral rate , : 19. Tax Due ,20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Form REV.1500 EX (Rev. 6-(0) Decedent's Complete Address: STREET ADDKbSS 37 Cedar Circle t CITY Newville fTATEpA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 0.00 3. InteresllPenalty Wapplicable D. Interest E. Penalty (3) 0.00 (4) (5) 0.00 (SA) (5B) 0.00 TotallnteresUPenalty (D + E) 4. II Line 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 5. II 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. B. Enter the total 01 Line 5 + SA. This Is the BALANCE DUE. Make Check Payable 10: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllLOWING QUESTIONS BY PLACING AN .X. IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property translerred;............................................................................. Ill! 0 b. retain the right to designate who shall use the property transferred or Its Income;................................ Ill! 0 c. retain a reversionary interest; or............................................................................................................ 0 Ill! d. receive the promise for life of either payments, benefits or care?.......................................................... 0 Ill! 2. II death occurred after Oecember 12, 1982, did deoedent transfer property within one year of death without receiving adequate consideration?.... ...... ...... ................... ....... ........................................ ...... ....... ............ ..... Ill! 0 3. Did decedent own an "in trust for" or payable upon death bank acoount or security at his or her death?...... 0 Ill! 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.............................................................................................................. 0 Ill! 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 penallieSOf ~ry, I declare thatl have examined this retum, Including accompanying sched~ and statements, and to the best Of my knowledge and belief. il is true, correctand complete. DeclaratiOn of prepsrei'" other than the personal representative Is based on all Information ofwhich prepsrei' has any knowledge. /'GNAT;E:P~RSONR~SI.LEF77-~ARN ~ AOORESS 'jHUd~l._lv ---.2./0 n-/8i~'7Jj. J, ..<.i...,\,R.~R.{;.ll,j,LOru;.:;~ AU""'" Newville,PA 17241 ________ n~$'C.2 AJX:lRES!r-- 10 East High Street Carlisle, P A 17013 ------o1ITE S\\PREPAHt:K 01 Ht:KTRAN RI:.t"Ht::it:NIATIVE ~\ ~ v\:r (,/n/t> 1 For dates of death on or after July 1, 1994 and belore January 1, 1995, the tax rate imposed on the net value 01 translers to or lor the use 01 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. ~9116 (a) (1.1) (Ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements lor disclosure 01 assets and filing a tax return are still applicable even W 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 paren~ or a stepparent 01 the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate Imposed on the net value 01 transfers to or for the use 01 the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .5. ~9116 1.2) [72 P.S. ~9116 (a)(1)]. The tax rate imposed on the net value of transfers to or for the use 01 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 deoeden~ whether by blood or adoption. ... r *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA NERITANCE TAX RETURN RESIDENT DECEDENT ..1- ESTATE OF STEVENS, WENDELL R. I FILE NUMBER 21 - 02 - 00467 -- -------- All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER - r--~ DESCRIPTION Merrill Lynch Account #845-IOK73, titled Wendell R. Stevens Trustee Unckr Agreement dated 10/20/87, including accrued dividends and interest (see statement attached) UNIT VALUE 2 180151 shares ML Banking Advantage, Account #845-IOK73 1.00 3 One-half interest in Merrill Lynch Account #845-24951, titled Wendell R. Stevens and Alice M. Stevens, joint with right of survivorship. (see statement and disclaimer ; attached) 4 One-half interest in Fahnestock & Co., Inc., Account #A09-702073-128, titled Wendell R. Stevens & Alice M. Stevens, joint tenants (see statement and disclaimer attached) 5 One-half interest in 625.271 shares Federated American Leaders Fund, Inc.-A, Account #5811264918, titled Wendell R. Stevens & Alice M. Stevens@23.25 (see, disclaimer attached) 6 One-half interest in F&M Bank, Checking Account #32-99163, titled Wendell R. Stevens and Alice M. Stevens (see disclaimer attached) 7 One-half interest in 1977 Lincoln Continental titled jointly with spouse, Alice M. Stevens (see disclaimer attached) ,I TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 6ll4,177.19 180,151.00 70,453.25 76,991.20 7,268.77 4,466.07 7,500.00 951,007.48 . , . SCHEDULE E CASH, BANK DEPOSITS, & MISC. I PERSONAL PROPERTY ~ I FILE NUMBER 21 - 02 - 00467 ~THOfPENNSYlV,foN1A INHERITANCE TAX RETURN RESIDENT OECEDENT - - ESTATE OF STEVENS, WENDELL R. Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on schedule F. VALUE AT DATE OF DEATH 1,534.00 ITEM NUMBER 1- SociaT Security Benefit for December DESCRIPTION TOTAL (Also enter on Line 5, Recapitulation) 1,534.00 . SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ~THOF PENNSYlVANIA IN,tIERlTANCE TAX RETURN 'RESIDENT DECEDENT I FILE NUMBER 2] - 02 - 00467 ! ESTATE OF STEVENS, WENDELL R. ---- --- --- This schedule must be completed and filed If the answer to any of questions 1 through 4 on page 2 Is yes. - - -T-- DESCRIPTION OF PROPERTY % OF 1'-' -,----- - NU'~8~R ,Indndethe name oflhetran"....,~, ...._,,10 _te"" the da..of tren..... ,D.:L~EE D6F ~e:s~ DECO'S EXCLUSION, TAXABLE VALUE __ -----,, 1_,______ Atlacha oopyolthe deed for real estale. ~__ i _____._ 'NTERES~IF_APPLlCABLE)!_ __ ] tcash gift on 12/20/01 to Guy Stevens, son i 3,000.00! 100% , 3,000.oot. 0.00 ! I i , Cash gift on 12/24/01 to Wendy S. McIver, daughter 3,000.001 100% i 3,000.001 2 0,00 3 Cash gift on 12/24/0 I to Andrew Me] ver 3,000.001 100% 3,000.00 0.00 4 i . 3,000.001 100% 3,000.001 0.00 I Cash gIft on 12/24/0 I to Dorothy Stevens I 5 Cash gift on 12/24/0 I to Cornad Stevens 3,000.001 100% 3,000.001 0.00 6 Cash gift on 12/24/0 I to Bradley VanNostrand 3,000.001 ]00% 3,000.00, 0,00 1 __..L __ TOTAL (Also enter on line 7, Recapitulation) I . *' SCHEDULE J BENEFICIARIES , COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STEVENS, WENDELL R. NU~;E~ L- NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ___ I. I TAXABLE DISTRIBUTIONS (Include outright spousal distributions) ! ____ _I FILE~~~~~ OO~67 RELATIONSHIP TO i AMOUNT OR SHARE DECEDENT OF ESTATE ,Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate. on Rev 1500 cover she~l II. ,NON-TAXABLE DISTRIBUTIONS: jA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Wendell R. Stevens Family Trust fbo Alice M. Stevens, Spouse 952,541.48 I iB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T 952,541.48 Estate Valuation Date of Death: 01/02/2002 Estate of: Wendell R. Stevens Valuation Date: 01/02/2002 Report Type: Date of Death r Pro~essing Date: 06112/2002 Number of Securities: 22 File 10: 19542.wrsmltrust Sbares Security Mean and/or Div and Int Security or Par Description High/A'k Low/Bid Adjustments Accruals Value 11 1000 MERRILL LYNCH PFD CAP TR V 159021K2051 TOPRS 7. 2S1 NYSE 01/0212002 25.55000 25.27000 H/L 25.410000 25,410.00 21 10000 UNITgD STATgS TREASURY BD 1912810CGl1 OTC DTD: 05/15/1979 Hat: 05/15/2009 9.1251 01/02/2002 112.06250 112.00000 A/B 112.031250 11,203.13 Int: 11/15/2001 to 01/02/2002 120.99 31 25000 fEDERAL NATL HTG ASSN HTN 13136FIDF41 Dealer Quote OTD: 12/21/2001 Hat: 06/20/2013 61 01/02/2002 97.28125 Bid 97.281250 24,320.31 Int: 12/21/2001 to 01/02/2002 45.83 41 2869 TRI CONTL CORP 18954361031 NYSE 01/02/2002 18.89000 18.66000 H/L 18.775000 53,865.47 51 800 ENRON CAP TR I 129357N2061 TOPRS 8.301 NQB 01/0212002 0.56000 0.50000 H/L 0.530000 414.00 61 1500 ENRON CAP TR II 129357P2011 TOPRS 8.1251 NQB 01/02/2002 0.56000 0.46000 H/L 0.510000 765.00 7) 1000 DUKE gNERGY CA~ TR I 12643962011 QUIPS 7.201 NYSg 01/02/2002 25.15000 25.06000 H/L 25.105000 25,105.00 81 1000 CITIGROUP CAP IV 117305J203) TRUPS 6.8501 NYSE 01/02/2002 25.18000 25.01000 H/L 25.095000 25,095.00 91 3000 VERIZON SOUTH INC (92341J209) DEB F 11 2041 NYSE 01/02/2002 25.67000 25.47000 H/L 25.570000 76,710.00 101 1000 SEARS ROEBUCK ACCEP CORP 1812404200) NT 030138 NYSE 01/0212002 25.00000 24.75000 H/L 24.875000 14,875.00 page 1 This report was produced with EstateVal 2000, a product of Estate Valuations & Pricing Systems/ Inc. If you have questions, please contact EVP Systems at (818l 313-6300. (Revision 6.0.31 5CI-I "13", ~ I Date of Death: 0110212002 Estate of: Wendell R. Stevens Valuation Date: 0110212002 Report Type: Date of Death Processing Date: 0611212002 Number of Securities: 22 File 1D: 79542.wrsmltrust Shares Security Mean and/or Div and lnt Security or Par Description HighlAsk Low/Bid Adjustments Accruals Value 111 130 VISToON CORP (92B39U1071 NYSE 0110212002 15.1BOOO H.90000 HIL 15.040000 1,955.20 12! 2000 oNRON CAPITAL LLC IP3130710BI NYSo 0110212002 0.60000 0.50000 HIL 0.550000 1,100.00 131 350 LORD ABBETT ArrILIAToD FD INC (544001100) CL A NASDAQ 0110212002 13.14000 Bid 13.740000 4,B09.00 141 15 MERRILL LYNCH US GOVT MTG FD (59020T405) CL 0 NASDAQ 01102/2002 9.BBOOO Bid 9.BBOOOO HB.20 151 lB13 MERRILL LYNCH MUN BD rn INC (59019310BI COM INSD PTr A NASDAQ 0110212002 1.66000 Bid 7.660000 H,347.1B 161 25000 TENNESSEE VY AUTH ELECTRONTSBE (BB059TAP6) OTC DTD: 12/20/2001 Mat: 1211512011 5.1% 0110212002 95.94300 Bid 95.943000 23,985.75 Int: 12120/2001 to 01102/2002 47 .50 171 50000 ALLoGHENY CNTY FA HOSP DEV AUT HLTH CTR (0l72BAED4) IT Intr. DTO: 11/01/1992 Mat: 11/01/2023 6% 01/02/2002 104.B2600 104.79300 AIB 104.B09500 52,404.15 Int: 11/01/2001 to 01102/2002 508.33 1BI 50000 HARRISBURG FA AUTH RES RECOVER REF REV B (41413EBC4) IT lntr. DTD: 08101/1998 Mat: 09/01/2021 5% 01/0212002 97.01600 96.82600 AIB 96.951000 48,475.50 Int: 09/01/2001 to 01/02/2002 840.28 191 40000 MASSACHUSETTS ST HEALTH , EOL REV 80S (575850DT6) IT lntr. DTD: 10/01/19B2 Mat: 08/01/2016 5\ 0110212002 96.24700 95.74100 AIB 95.997000 3B,39B.BO Int: OBI0112001 to 0110212002 B3B.B9 201 50000 PENNSYLVANIA ST HIGHER ~DL eRC REV BDS (70917NDD51 IT Intr. DTD: 02101/1999 Mat: OBI01/2029 5\ 0110212002 93.B7500 93.62500 AIB 93.750000 46,B75.00 Int: OBI0112001 to 0110212002 1,04B.61 Page 2 This report was produced with EstateVal 2000, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (8181 313-6300. (ReviSion 6.0.3) Date of Death: Valuation Date: Processing Date: 01/02/2002 01/02/2002 06/12/2002 Shares or Par Securi ty Description High/ASk Low/Bid 211 50000 PHILADELPHIA PA HDSPS & HIGHER HDSP REV 1717903RX81 IT Intr. DTD: 03/01/1993 Mat: 06/01/2023 6\ 01/02/2002 105.18900 105.10400 A/B Int: 12/01/2001 to 01/02/2002 22) 50000 PHILADELPHIA PA HOSPS & HIGHER HOSP REV 1717903TA6} IT Intr. DTD: 06/01/1993 Mat: 02/15/2021 5\ 01/02/2002 93.59300 93.09300 A/B Int; 08/15/2001 to 01/02/2002 Total Value: Total Accrual: Total: $604,177.19 Page 3 Estate of: Wendell R. Stevens Report Type: Date of Death Number of Securities: 22 File ID: 79542.wrsmltrust Mean and/or Div and Int Security Adjustments Accruals Value 105.146500 52,573.25 258.33 93.343000 46,671.50 951.39 $599,517 .04 $4,660.15 This report was produced with EstateVal 2000, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (S18) 313-6300. (Revision 6.0.3) Estate Valuation Date of Death: Valuation Date: Proc!essing Date: 01/02/2002 01/02/2002 06/12/2002 Estate of: Wendell R. Stevens Report Type: Date of Death Number of Securities: 3 file ID: 79542.)t Shares or Par Security Description High/ASk Low/Bid Mean and/or Div and lnt Security Adjustments Accruals Value 1) 1000 LINEAR TgCHNOLOGY CORP (535676106) NASDAQ 01/02/2002 40.74000 36.77000 H/L 39.755000 39,755.00 2) 1000 MEDTRONIC INC 15650551061 NYSE 01/02/2002 50.69000 49.41000 H/L Dlv: 0.0575 Ex: 01/02/2002 Rec: 01/04/2002 Pay: 01/25/2002 50.050000 + 0.057500 50.107500 50,107.50 3) 1000 CHASg CAP VIII 116147R209) CAP SEC H 6.25\ NYSE 01/02/2002 27.45000 27.19000 NIL 27.320000 27,320.00 Total Value: Total Accrual: Total: $117,162.50 $117,181.50 $0.00 4) 23724 shares ML Banking Advantage 1.00 23,724.00 TOTAL VALUE MERRILL LYNCH ACCT~ #845-24951 $ 140,906.50 Page 1 This report was produced with EstateVal 2000, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (alal 313-6300. (Revision 6.0.3) .sL:H. "8", ;:r::~ 3 --- FAHNESTOCK ESTABLISHED 1881 Fahnestock & Co. Inc. 1015 Mumma Road Wormleysburg, PA 17043 (71 7) 763-8200 (800) 722-2294 (71 7) 763-1765 FAX Members of All Principal Exchanges January 31, 2002 Martson, Deardorff, Williams & Otto Ten East High Street Carlisle, Pa. 17013 RE: Wendell R. Stevens and Alice M. Stevens JT TEN A/C# A09-7002073-l-l28 ATTENTION: Ivo Otto III Listed below are the January 2, 2002 date of death valuations for the securities held in the above referenced account. 1000 Shares Great West Life & Annuity Cap I 7.25% "Skis" due 6-30-48 Closing Price 25.250 js.;l5D 800 Shares Penn P&L Capital Trust 8 To PRS due 4-1-2027 25.780 31,888.410 Shares Fahnestock Prime Cash Series 1. 00 .;J..D(,::J...'I 5{,L/Z-b 3 I 3'gg.'- 2000 .HaBEas XCEL Energy, Inc. 28.210 According to Fahnestock's Bond Dept., the below listed bonds were valued as such on January 2, 2002. Price 10,000 FNR 1992-1770 7.50% due 8-25-2021 Factor .42 99 qqoO 10,000 FHLMC l348PN 7.50% due 9-15-2021 Factor .88 99 q.qOD Is2QiS':2._4/ To~ self- l'iS" I I~ 4 . . 10 c: '" ... % 0 ... ... N ... 0 CO... O'\N'O'UtNNNc".....O"CIIN .... 0 ""'" ....""QOOOfoCtOOOQO ... 0 "'0 N '" \IIQOQQQNOCtOOQCO -< en '" % % .. a '" '" ... ... n 3 a >>( >>( ****** '" a c: ." >>( * ****** 10 C "" 3'" ... mcnOrn"Vn ... %<..-(cnCl't"'U~?'t:r"'OQII"> c .... en ." ....." C ><.0>><,,> ... r-3,:Q.o.,.m>>r-QC3;"", ... % 0 ... '" -vcr-"T,I.....- 0 ~Qf.....c:<:Io-o4:r:zXO~(hm;a ... < ... "" ~:: .... ........ ,..,r- Z .....>N%c.n>::ao3-t:::aDt .... m en '" ..... ...m en ........ Om zrn > J>......... Q 0"" 0 '" .. -< ... ." ... cu:tt(l)N,u"'U %%ODlZ;lOZcn.....l:'%ZO:::a VI ... '" ...... C I .01 ... nn% '" "''''::E "'Z 3 ~ % c: % ~nDt""""'m 3-tnx....n."z I'l'It'TIZtIt '" 0 , ..% .. ....0 ""% '" ....0 %a::E "'''''' z < .... VI ''''' In r-."z;ornn"':vm::u,............," ... ... l:) co." Of ....'"UITI"'tIr- "'tIgo..-Q.....tnrn'" 0 tit 0 .... , .... "" -<....z rr\ .-mQ%Qr-Q .. < .. 0 0 -<... n c:>n'" % % m Q ... m ." c "" "" "'VI'" ... "'''' ..... VI >-~ N "" ....< z 0 NO \II '" ... ." ....c..'U:r-o n Z z ... ." ." :lDX ::E %UJ....<....." '" glz '" :z en... ... '" ...'" .......n "" t:2I cn....l'II< ... Wt:;1 N '" c:: Z 'z Z a tn no 0.... ." tit Z "'". ... N VI"""" n 0% . ... >-~ .. ... ..'" % ... ... x."." a ...'" ... ... Of < '" '" z'" a Qb' "" VI '" '" '" ... n % ~:>;l % '" VI Z z: .... ... n ... ... c:: 3 ~. '" ", ... z t;..ltn .... ... ~~ ... '" ... ... (") "" nn '" c ...'" Olzj .. .. ...VI "<lZ x .... xx tn en >-3 2l tn >-3 .....lhU)"'Ur-~%"TIOD:ll....> en", -<.o>~m>rn"'U~1J) .. -(10 ""<m3Z 0"'''' ." 3C ...... 0... ,...-c ...... m ... ..... OVl .. ... OOCJol""'....O"....NNtlttlolNClfN "'C'" .. ""'" "" OCllNClOO\.c......,c.OO.c.......-c.o.oo. "''''.... . . . . . . . .. .. .. .. .. . "''''3 '" "'.. .... "" QOO'CIlOtUlON.....N.....(.I'IICOUi Om> .e- ..."" .. '" OONo......oo\nNUlN-..J.....O m%:'" ... .... 0 ... OOUlOUlOOCJ\IIQUtUU.110 ...", 0 '" .. tn 0 ~ 1>> CD l)q 0- m '" 3 I I-' > '" ~m ",nu> :;:l'I\C-I >- ","'... ...."'3 ... .. ....... ... ... .. .... m> ... ...... .. 0.....N.-*v-r'0N*~..".....0'0* <%:.... .. ",.e- ... ""oo..oo..~.,c.'o(JUtOC#lN""'\.n >....m ... .................................. ... ,... .. .. ...... tit .e- 00 00 O-'......N'I..... O-"N....Ot......(.H c: '" .... .. .... C)cOOO\J\l.n"'OQN...........N.....O m ~ .e-... .. Of OOQooc.,c.C"'"""'NV'lOO I I ~.. ~ . ... '" .. .. .. N '" .. .. .. ...... "'.. .... .... 0.. .0 <= "" Z ... ... ... -< 3: c: 0 Z;Vt"'H,.::V< z XC: ... > ~m::Z:c:m> ... "'111 Z en >><MZ<~ n III < "" n.... '" ... n... '" ::<: '0 ]:III. '-'3: m ... 0111 III (;) ON .. Z-< ... 0 '" r- '" 3: .. 0"''''' HZ '" .... ...."",...~ '" ZO :z: r-. 0 < ... N .........:s.~ :z: "'... 0 0""" '" "'''' '" 0 3:0 '" III r- '" .. ~X,.... ,..... III Z QC-"'VZ .. n ~ 0 c:,..'" ... '" < "'ZZ ...'" .... .. >oem..... "'" ... ... ",... '" ..'" ... 0 .... n", .. .... o:E: .. 2:003 ..... 0 >tz:t '0 .... "".., Z 3: ...... "'z g12: Z ",... Q.... w~ >1:"< Q n 1;};<' .. ~en III :z: tz:t>-3 2:~ >-3tz:t 02: "9cn Ill'" -<.0 >-3 3:C: ~ "'.... 0... cn r--< >-3 '" ... nUt .. .... ....0 ...c:... .. ... ..,'" "''''... "''''3 '" 0 ....... n","" .. '" """ "'Z... '" '" ..'" ...'" .. 3: "" '" ",nlll ..c:... "''''... .. "''''3 ~ ... .. "'.. "''''' N ... ... ....... <Z... VI '" .... ...... .....'" . . .... '" . N .... ..,'" c:: 0 '" '" "'... '" 0 .... '0 NUl 0 ".' ~ ~~~- '<,=-, --.: ~~ .~-~ OF WENDELL R. STEVENS ..2.'-02-'"1(" I, WENDELL R. STEVENS, declare this to be my Last Will and Testament and hereby revoke all other prior wills and codicils made by me. FIRST: Family and Background Information. I am married to ALICE M. STEVENS. I have not been pre- viously married. The children of our marriage are WENDY S. McIVER and GUY V. STEVENS. Throughout this Will, ALICE M. STEVENS will be referred to as "my wife" or "my spouse" and WENDY S. McIVER and GUY V. STEVENS as "my children." The word "issue" will include my children as well as my other descendants. SECOND: Funeral and Last Illness Expenses; Taxes. (A) Expenses of Funeral and Last Illness. Notwithstanding that my spouse survives me, I direct my Executor to pay my funeral expenses (regardless of amount) and the expenses of my last illness from my estate. (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws of the United States or any other government or subdivision thereof by reason of my death, upon or with respect to any and all property LAST WILL AND TESTAMENT OF WENDELL R. STEVENS required to be included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will. I direct that any taxes so paid shall be charged, (without any apportionment otherwise required by law and without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property passing or which may have passed to any of them), as follows: (1) If my spouse, ALICE M. STEVENS, survives me, I direct that any taxes so paid shall be charged entirely against that portion of my residuary estate, if any, which passes under the provisions of Article FOURTH, paragraph (A) (1) of this my Will, including any portion of the Wendell R. Stevens Revocable Agreement of Trust, and which is determined not to be qualified terminable interest property under Article FOURTH, paragraph (A) (2). However, if this portion is not sufficient to pay any taxes so paid, then such taxes shall be charged against the portion of my residuary estate which is determined to be qualified terminable interest property under Article FOURTH, paragraph (A) (2) . -2- LAST WILL AND TESTAMENT OF WENDELL R. STEVENS (2) If my spouse, ALICE M. STEVENS does not survive me, against my residuary estate under paragraph (B) of Article FOURTH. (3) With respect to the estate, inheritance or succession taxes on any property includable in my estate for tax purposes, the Executor shall accept from the Trustee of the Wendell R. Stevens Revocable Agreement of Trust the tax incurred because of the inclusion of such property in my taxable estate, and, Trustee is directed to pay over to my Executor such tax in accordance with subparagraphs (A) (1) and (2) above. My Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. The foregoing provisions of this Article SECOND shall not apply to the following: (1) The amount, if any, by which said taxes, interest and penalties thereon shall be increased as a result of the inclusion in my gross estate of property in which I may have a qualifying income interest for life, under Section 2044 of the Internal Revenue Code of 1986 (hereinafter "IRC") (or the corresponding provisions of any subsequent federal tax laws) or corresponding provisions of state law, or over -3- LAST WILL AND TESTAMENT OF WENDELL R. STEVENS which I may have a general power of appointment under IRC Section 2041 (or the corresponding provisions of any sub- sequent federal tax laws) or corresponding provisions of state law, and any taxes, interest and penalties on said incremental amount shall either be paid from said property directly or shall be recovered by my Executor from the person holding or receiving said property as provided in IRC Sections 2207A or 2207 (or the corresponding provisions of any subsequent federal tax laws): and (2) A generation skipping tax imposed by Chapter 13 or the additional estate tax imposed by IRC Section 2032A(c) (or corresponding provisions of federal or state law applicable to my estate and imposing said taxes), and any and all interest and penalties on said Chapter 13 and IRC Section 2032A(c) and comparable state taxes. (C) Flower Bonds to be used to pay Federal Estate Tax. If at the time of my death I own any United States Bonds redeemable to pay the United States Estate Tax at par plus accrued interest, I direct my Executor to redeem said Bonds to the fullest extent possible and to use said Bonds ahead of any other assets held in my probate estate to pay said tax, as well as any interest and penalties thereon. To the extent that my Trustees do not -4- LAST WILL AND TESTAMENT OF WENDELL R. STEVENS distribute to my Executor any such bonds for my Executor to use in paying said tax, my Executor shall pay said tax only after first ascertaining from the Trustee the amount of tax and any interest and penalties thereon which the Trustee can pay by redemption of the bonds held in the Trusts: and thereafter, when my Executor has received the information, my Executor shall redeem all said bonds held in my probate estate up to the full amount of any remaining portion of said tax, interest and penalties thereon not payable by redemption of said bonds held by the Trustee. If the Trustee holds no such bonds or has distributed all such bonds to my Executor, my Executor shall redeem these bonds as directed hereinabove in this Article SECOND. THIRD: I give all of my tangible personal property to my spouse, ALICE M. STEVENS, if she survives me by sixty (60) days. If my spouse, ALICE M. STEVENS, is not living on the sixty-first (61st) days after my death, then I give such of my tangible personal property as is set forth in a separate, dated and unsigned letter of instruction, which I shall place with my Will, to the persons therein designated. If I have not left a letter of instruction or for those articles not distributed under this letter of instruction, I direct that such items be distributed -5- LAST WILL AND TESTAMENT OF WENDELL R. STEVENS among my children living at the time of my death as they may select in as nearly equal shares as is practical. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. I direct my Executor to sell, or otherwise dispose of in her discretion, any such property not specifically dis- tributed by my letter of instruction or selected by my benefi- ciaries and to add the net proceeds from their sale to the residue of my estate. FOURTH: (A) (1) If my wife, ALICE M. STEVENS, survives me by sixty (60) days, I give, devise and bequeath all of the rest, residue and remainder of my estate to be added to and thereafter administered as a part of the Wendell R. Stevens Revocable Agreement of Trust, dated October 20, 1987, said Agreement having been executed before this Last will and Testament, for the uses and purposes and subject to the terms and provisions thereof, including any alterations or amendments thereto, or any other trust which may hereafter be substituted therefor. (A) (2) My Executor shall make the election under Internal Revenue Code S2056(b) (7), or the corresponding -6- LAST WILL AND TESTAMENT OF WENDELL R. STEVENS provision of any subsequent Federal tax law, to have a part of the Wendell R. Stevens Revocable Agreement of Trust treated as qualified terminable interest property (QTIP). For purposes of the preceding sentence, the (QTIP) part shall be determined as follows: (a) The total value of the Wendell R. Stevens Revocable Trust (such value as determined for federal estate tax purposes), plus the value of all property transferred into the Trust from my estate (such value as determined for federal estate tax purposes), minus the largest amount that can pass free of any federal estate tax as a result of the allowance of the unified credit under IRC Section 2010, or the corresponding provisions of any subsequent federal tax law, and the State Death Tax Credit under IRC Section 2011, or the corresponding provisions of any subsequent federal tax law (but only to the extent that the use of such Death Tax Credit does not incur or increase any state death taxes otherwise payable by my estate) allowable under the federal estate tax law and after taking into account the value of any and all bequests or transfers which do not qualify for the marital or charitable -7- LAST WILL AND TESTAMENT OF WENDELL R. STEVENS deduction and after giving effect to all charges against principal that are not allowed as deductions in computing my federal estate tax. (b) If, after making the calculations under clause (A) (2) (a) of Article FOURTH, above, my Executor elects to have a part of the Wendell R. Stevens Revocable Trust treated as qualified terminable interest property, then my Executor shall communicate to the Trustee of the Wendell R. Stevens Revocable Trust, as soon as reasonably possible, the amount of the Trust which will be treated as qualified terminable interest property. (B) If my wife, ALICE M. STEVENS, does not survive me by sixty (60) days, I give, devise, and bequeath all of the rest, residue and remainder of my estate in equal shares to my daughter, WENDY S. McIVER, and my son, GUY V. STEVENS, or the issue of any deceased child, per stirpes. FIFTH: I nominate, constitute and appoint my wife, ALICE M. STEVENS, Executor of this my Last will and Testament, to serve without bond or security, and to make distribution of my estate in cash or in kind, or partly in cash and partly in kind, and in such manner as she may determine. I authorize, empower and -8- LAST WILL AND TESTAMENT OF WENDELL R. STEVENS direct her to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in her judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor, as effectively as I could do if I were personally present. In the event my wife, ALICE M. STEVENS does not survive me, or refuses to act as Executor or does not complete the duties of Executor, then I nominate, constitute and appoint my son, GUY V. STEVENS, as the alternate Executor to serve without bond or security. My alternate Executor shall have all of the powers, privileges, duties and immunities as provided herein. In the event my wife, ALICE M. STEVENS, and my son, GUY V. STEVENS, do not survive me, or refuse to act as Executor or do not complete the duties of Executor, then I nominate, constitute and appoint my daughter, WENDY S. McIVER, as the alternate Executor to serve without bond or security. My alternate Executor shall have all of the powers, privileges, duties and immunities as provided herein. -9- LAST WILL AND TESTAMENT OF WENDELL R. STEVENS IN WITNESS WHEREOF, I, WENDELL R. STEVENS, the Testator, this to this my Last Will and ffJ..2f day of Testament, set my hand and seal have _?n -,; , 1988. ~ ~. / - /'/""'" .,.,. /./",/ , , .~ //'" ...,.... ~ -~ i V ~ Signed, sealed, published and declared by the above named Testator, as and for his Last Will and Testament, in the presence of us, who have hereunto subscribed our names at his request, as witnesses hereto, in the presence of the said Testator, and of each other. The preceding instrument consists of this and nine (9) other consecutively numbered typewritten pages. I -r 6-1 ~JiJu;d-- , I v1lLruU- \< . bCLtA... residing at Idplill/1VfcS!tv.1 !It- / at Mfl(r\:'\~~ C tYCi.. residing -10- , . " ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF 1)O-up~ SS. : The Testator and the witnesses whose names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority that the Testator signed and executed the instrument as his last Will in the presence of the witnesses, that he signed willingly or willingly directed another to sign for him, that he executed it as his free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses, 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. t )mC~ )(. B~" Witnes Sworn to, subscribed and acknowledgeq before me by the above named Testator and witnesses this ~~day of ~ ,1988. , (2U:~ ,dYlCLUJ~ (SEAL) N tary Public ANN MARIF. BOIlAWlTZ. NuTARY PUilLIC HARRISBURG. DAUPHIN COllNTY MY COMMISSION f.XPlftES DEC, 9. 1!91 \'.,.,her, Pennsylvania ASSOl;iation of Notaries ..Y ~) F: \FILES\DA T AFlLE\EST A TES\ 79542-notice.cer CERTIFICATION OF NOTICE UNDER RULE 5,6(a) Name of Decedent: Wendell R. Stevens Date of Death: January 2, 2002 File No, 21-02-0467 To the Register: I certify that notice of 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 or about July 9, 2002, Alice M, Stevens, C/O 10201 Grosvenor Place, Apt. #1020, Rockville, MD 20852 Guy V. G, Stevens, 10201 Grosvenor Place, Apt. #1020, Rockville, MD 20852 Wendy S. McIver, 23 Manor Brook Road, Monkton, MD 21111-1606 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: July 9, 2002 Signature Name ~\I.~ u:s- Ivo V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative c-' ,,- , :5 -, p ~ -. c..:~ '\.. /"/-63- b BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE IVO V OTTO III MARTSON ETAL 10 E HIGH ST CARLISLE " 1 i DATE ESTATE OF DATE OF DEATH FILE NUMBER :eOUNTY ACN 10-07-2002 STEVENS 01-02-2002 21 02-0467 CUMBERLAND 101 ESQ '* REV-1547 Ell AFP (ll-D2) WENDEL L R AIIount Relli Hed PA 17011.3. 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-ix-AFP-rilFo2Y-Ncii'-ici--6rINHiifiTANcri'-A'irA-ppRxisiirENT:--AL.UiwAtfcrcri----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STEVENS WENDELL R FILE NO. 21 02-0467 ACN 101 DATE 10-07-2002 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 end Bonds (Schedule B) 3. Closely Held Stock/Partnership Intarest (Schedule C) 4. Mortgages/Notes Recaivabla (Schadula D) 5. Cash/Bank Daposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedula F) 7. Trensfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 951,007.48 .00 .00 1.534.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expensas (Schadule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 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 .00 .00 (11) ll2) ll3) ll4) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ 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: To insure proper credit to your account I subllit the upper portion of this forll with your tax paYllent. 952,541.48 on 952,541.48 952,541.48 .00 14, lS and/or 16, 17, 18 and 19 will returns assessed to date. .OOX 00 = .00 X 045 = .00 X 12 = .00 X 15 = ll9)= .00 .00 .00 .00 .00 TAX CREDITS: '_no """".LrI ,+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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 A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) IN RE: ESTATE OF WENDELL R. STEVENS, DECEASED, LATE OF NEWVILLE BOROUGH, CUMBERLAND COUNTY, PA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-02-0467 DISCLAIMER AND RENUNCIATION I, ALICE M. STEVENS, hereby exercise the rights granted to me in Chapter 62 ofthe Probate, Estates and Fiduciaries Code (the "PEF Code"), and I hereby disclaim and renounce any interest to which I may be entitled under Items THIRD and FOURTH ofthe Last Will and Testament of Wendell R. Stevens and under applicable law to the one-half interest of Wendell R. Stevens in the following assets: Date of Death Value 1. 2. 3. 4. 5. Proceeds ofthe sale of a 1997 Lincoln Continental Merrill Lynch Investment Account #845-24951 Fahnestock & Co., Inc., Account #A09-7002073-128 Federated American Leaders Fund Inc.-A, Account #5811264918 F&M Trust, Checking Account #32-99163 $ 7,500.00 70,453.25 76,991.20 7,268.77 4,466.07 IN WITNESS WHEREOF, intending to be legally bound hereby and intending that this Disclaimer and Renunciation shall be filed of record in the Office ofthe Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsy'vania, as provided in Section 6204 of the PEF Code, I have hereunto set my hand and seal this /3 ffLday of June, 2002. (Zl~~ '-;')7. J!;r'i:~~ Alice M. Stevens COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) On this, the 1:3tJ-1" day of June, 2002, before me, a notary public, personally appeared Alice M. Stevens, known to me to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. ~.-vu ~;c;X/'rntte'L.u Notary Public (/ NOTARIAL SEAL CORRINE l. MYERS. Notary Public Carlisle Boro. CumberlandCounty M Commission Ex ires Ma 27.2003 F:\FILES\DA T AFILE\EST A TES\79542.disclaimcr I:) ~JK REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: Wendell R. Stevens Date of Death: January 2, 2002 File No.: 21-02-467 Social Security No.: 073-03-5408 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 X 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 X b. The separate Orphans' Court No. (ifany)for the personal representative's account is: C. Did the personal representative state an account informally to the parties In interest? Yes X No d. Copies of receipts, releases,joinders and approvals offormal or informal accounts may befiled with the Clerk of the Orphans' Court and may be attached to this report. ~&~ Signature: Name: Address: Ivo V. Otto III, Esquire MARTS ON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative Date: October 29, 2002 F \FILES\DA T AFILE\EST A TES\79542-srep