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HomeMy WebLinkAbout02-0479 PETITION FOR PROBATE and GRANT OF LETTERS Estate of WILLiAM R. KRESS, JR.., Deceased. No. 21-02-479 To: Mary C. LewIs Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 188-05-0449 The petition of the undcrsigned respectfully represents that: Your petitioner, who is 18 ycars of age or older, is the execulor named in the last will of the above decedent, dated August 8, 1997. L l-\-,0--.JJ [.. <-~e: ,1!; ''iJi [3/) o,() rI1 M. Dr( ';'1'; /"/99 (state relevant circumstances, e.g. n:nunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 88 Greenspring Drive, Mechanicsburg, Silver Spring Township. (list street, number and municipality) Dcccdent, then 85 years of age, died May 10,2002, at ManorCare Health Services, 940 Walnut Bottom Road, 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 nevcr adjudicated incompetent: Decedent at death owned property with cstimated values as follows: (If domiciled in Pa.) All personal property (If nol 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: 88 Greenspring Drive, Mechanicsburg, Silver Spring Township sd~ ()TrO ." , $ $ 150,000.00 WHEREFORE, petitioner respectfully requests the probate of the presented herewith and the grant of letters testamentary thereon. (testamentary; administration c.La., administration d.b.n.c.t.a.) if W~~~lliam R. Kress 2821 Combe Hill Trail William R. Kress Raleigh, NC 27613 last will COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND OATH OF PERSONAL REPRESENTATIVE } ss The petitioner( s) above-named swear( s) or affirm( s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent, petitioner(s) will wcll and truly administer the estate according to la,\ Sworn to or affirmed and subscribed berore me W ~.t.. Is:.. 14 ~ ,this 16 d~f MAY ~02 - '7?;P~/ / ,/(nJ'{//;'O(' ~. ~ft:.--/ . WILLIAM R. KRESS , ,/ gzser; /-?-6-v-'i No. 21-02-479 Estate of WILLIAM R KRESS JR , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 16 ~2002 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated AUGUST 8. 1997 described therein be admitted to probate and filed of record as the last will of WILLIAM R KRESS JR TESTAMENTARY WILLIAM R KRESS and Letters are hereby granted to '~nj',,(J ff::///.p~2Lu)flo gister of Wills FEES Probate. Letters, Etc. ......... Short Certificates( ).......... jl;,-pages Kenunclation jcp $ 270.00 $ 45.00 ................ $ 9.00 $ 5.00 TOTAL _ $ 329.00 .. . . . . . ~Y . ~~.,. )99.2.... . . .. .. ... . G~orge A. vau9hn. III 25650 ATIORNEY (Sup. Ct. LD. No.) ,QO& ~rin~lp Rn~~ ADDRESS Filed XX Caron Hill. FA 17011 PHONE (7/7J 1'75".. 41o'J.- ~~ ;..I" G f',', ~ ,.-', \ cr r;7J .3J J ~ l !. ~ 3 21-02-479 WILL OF WILLIAM R. KRESS, JR. I, WILLIAM R. KRESS, JR., of Silver Spring Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my death as a part of the expense of the administration of my estate. ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, to my wife, HELEN C. KRESS, provided she survives by death by thirty (30) days. In the event my wife fails to survive my death by thirty (30) days, I give and bequeath all such property to those of my issue, per stirpes and not per capita, who survive my death by thirty (30) days with due regard for their personal preferences. The decision of my personal representatives with regard thereto shall be final, binding, and conclusive on all parties. ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to my wife, HELEN C. KRESS, provided she survives by death by thirty (30) days. In the event my wife fails to survive my death by thirty (30) days, I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to those of my issue, per stirpes and not per capita, who survive my death by thirty (30) days. ITEM IV. I appoint my wife, HELEN C. KRESS, executrix of this my last will. Should my wife, HELEN C. KRESS, predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my son, WILLIAM R. KRESS, of Raleigh, North Carolina, executor of this my last will. ITEM V. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, C\L WORK\ WILLS\G070 197B.WPD --- and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion; and to serve as guardian of any property which passes, either under this will or otherwise, to a minor or to any person adjudged by any court of competent jurisdiction to be mentally incapacitated to care for such property or for such person's own affairs, and with respect to whom I am authorized to appoint a guardian and have not otherwise appointed a guardian or trustee with the power in the guardian to use principal as well as income from time to time for such person's education, support, and welfare without regard to the ability of the parents of such person to provide for such education, support, or welfare, and to make such payment for these purposes, without further responsibility, directly to such person or to the parent or any other person taking care of such person. ITEM VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM VII. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. WHEREOF, I have hereunto set my hand this ~ day , 1997. IN WITNESS R\r'~ of ~ ~&~ 'k, H~) WILLIAM R. KRESS, JR. D:\L WORK\ WILLS\G070 197B. WPD - 2 - - c> I ~ , ,e::t:) :3 --- The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testator was on the date thereof signed, published, and declared by WILLIAM R. KRESS, JR., the testator therein named, as and for his last will, in the presence of us, who at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ;l~~ III i1~ J::~L- KI1)' V. f(!; 1D> D:\L WORK\ WILLS\G070197B. WPD - 3 - COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) I,WILLIAM R. KRESS, JR., being the testator whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the foregoing instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. 1i~\~\ WILLIAM R. KRESS, JR. ~ Sworn or affirmed to and acknowledged before me by the testator named above . .'; if,-.- . thls4-daYOf {/-((1/~ ,1997. ;/ /, .. ~. A 1/ ./ ;-' ~'\ /:-1 /7"; ,~-.) .'.. ;;'/::, A ...{~ ,~',_I / . Notary Public NOTARIAl SEAl FRANCES T. VAUGHN, Notory Public Hampden lWp.. Cumberland Co.. PA My Commission Expires Aug. 9, 1999 COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) ;(;qj V.7O]))) WE, GEORGE A. VAUGHN, III, and DlkMl!: B. Jl!:NKINS, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last will; that he signed it willingly; that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge, the testator was at the time eighteen or more years or age, of sound mind, and under no constraint or undue influence. ~ '~ ai/~ -.;:::,. ORGE . VA;GHN, II I Sworn or affirmed to and ~I:r~0nr~ ^,q y V. ---{'Z) l;.::b acknowledged before me this . I of (iCe' x..y (/ t. - It\.. l day NOTARIAl. SEAl FRANCES 1: VAUGHN, Notary PUblic Hampden lWp.. Cumberland Co.. PA My Commission ExpIres Aug. 9, 1999 , 1997. i ~',:1' - '\.. ct. .L-:........ ~;.'.j' N6tary Public " / /. C{-( ( u.j.K.~,j ./ D:\L WORK\WILLS\G070 197B.WPD - ~ George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (717) 975-9102 FAX (717) 975-9105 --. l ~ -j 'I August 6, 2002 Mary C. Lewis, Register of Wills Cumberland County Court House Carlisle, PAl 70 13 RE: Estate of William R. Kress, Jr. No. 2002-479 Mrs. Lewis: Enclosed is a check in the amount of $17,500.00 payable to your office for the estimated inheritance tax liability for this estate. Since Mr. Kress died on May 10, 2002, this payment qualifies for the discount for early payment of the tax. Kindly process this payment accordingly and forward to me your Official Receipt in due course. Thank you. ~erY Iy yours, - ~7,7 U?~J..'-r ~rge A. Va' ghn, III Attorney at Law GA V Imsf Enclosure cc: Mr. William R. Kress ;v\jl.,iLED ~ROM Z(P CODE George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, PA 17011 cY JI-O~_Ln q * ** i~!ill:E~~Q~=~ Mary C. Lewis, Register of Wills Cumberland County Court House Carlisle, P A 17013 "L ~7C; ',~ '.~~/ ,:...::":,~:.':': '", ;" . ;" ',. I I I ",lI"Il'l!Il" ,/Il!,I,llIlI,I,llll.llIi." II )...l\ ,..t~"", ,. ..1....1....... .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT VAUGHN GEORGE A III 3904 TRINDlE ROAD CAMP Hill, PA 17011 _Un_n fOld ESTATE INFORMATION: SSN: 1 88-05-0449 FILE NUMBER: 2102-0479 DECEDENT NAME: KRESS JR WilLIAM R DATE OF PAYMENT: 08/07/2002 POSTMARK DATE: 08/06/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/10/2002 NO. CD 001489 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $17,500.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: WilLIAM R KRESS III C/O GEORGE A VAUGHN III ESQ CHECK# 1012 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $17,500.00 MARY C. lEWIS REGISTER OF WillS ~ CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Date of Death: Admin. No. William R. Kress, Jr. May 10, 2002 2002-00479 To the Register of Wills: 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 as set forth on Schedule A attached hereto on August 9, 2002. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except those persons identified on Schedule B attached hereto Date: August 9, 2002 'tl~ G RGE A. UGHN, III, Attorney at Law 3904 Trindle Road Camp Hill, PA 17011 (717) 975-9102 Counsel for Personal Representative . . SCHEDULE A Ms. Karen S. Kress 371 Whiskey Spring Road Boiling Springs, P A 17007 Ms. Kathy K. Dickson 5517 Martina Way Atlanta, GA 30338 Mr. William R. Kress 2821 Combe Hill Trail Raleigh, NC 27613 George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (717) 975-9102 FAX (717) 975-9105 April 14, 2003 Donna M. Otto, First Dcputy Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of William R. Kress, Jr.: File No. 2002-479 Dear Ms. Otto: You will find enclosed the original Pennsylvania Inheritance Tax Return for this estate in two counterparts for filing in your office. Accompanying the Tax Return is an Inventory to be filed also. The Inheritance Tax Return, as prepared, indicates that additional tax in the amount of $402.13 must be paid. A check in that amount payable to the Registcr of Wills is enclosed. I have calculated the filing fee for these documents to be $40.00, and a separate check payable to the Rcgister of Wills for that amount is also enclosed. Please let me know if you need anything further at this time. ~er tmly yours, ~ ?' orge ~11l1' III Attorney at Law GAV/nlb Enclosure cc: Mr. William R. Kress, III /1; I)-j Lilt) 0< ~C/o(-- r I George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 -, TO: ;., Donna M. Otto, First Deputy Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 171 28~0601 REV 1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT KRESS WilLIAM Rill 2821 COMBE Hill TRAil RALEIGH, NC 27613 -------- fold ESTATE INFORMATION: SSN: 188-05-0449 FILE NUMBER: 2102-0479 DECEDENT NAME: KRESS JR WilLIAM R DATE OF PAYMENT: 04/16/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/10/2002 NO. CD 002455 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $402.13 I I I I I I I I TOTAL AMOUNT PAID: $402.13 REMARKS: WilLIAM R KRESS III CHECK# 1022 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WillS . ]; 11- ~4- Lf REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT - j REV-1500 EX + (6-00) OFFICIAL USE ONLY FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0s01 DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INitiAl) Kress Jr. William R. DATE OF DEATH ("''''-DO-YEAR) 21-02-479 COUNTY CODe YEAR SOCIAL SECURITY NUMBER 188-05-0449 THIS RETURN MUST BE RlED IN OUPUCATEWITH THE NUMBER REGISTER OF WILLS c ,v, us NIT A 1. Orfglnal Return 4. limIted Estate 6. Decedent Died Testate (Attach copy ofWflij o 9. Litigation Proceeds Received 2. Supplemental ReI1m1 4a. Future Interest Compromfse (date of death after 1Z-12-B2) 7. OecedentMalntafnedaLl\llngTrust (Attach copy of Trust) 010. Spousal Poverty Credit (date of death between 1Z-31 -91 and 1... '-95) o 3 . date tl1 . Remainder Return tlor to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Nu.mber of Safe Deposft 80)(8$ o 11. Election to tax IJrldef See. g"3(A) (Attach Sch 0) P NAME COMPLETE MAILING ADDRESS C 0 0 III R N 3904 Trindle Road R D E E Camp Hill, PA 17011 S N T TELEPHONE NUMBER c o M P T U A T X A T I o N R E C A P I T U L A T I o N 1. Real Estale (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joinlly Owned Property (Schedule F) o Separate BiDing Requested 7. Inler-VlVos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts 01 Decedent. Mortgage Liabiities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmenlal BequestslSec 9113 Trusts for which an election to lax has not been made (Schedule J) 14. Net Value Sub to Tax (Line 12 minus Line 13) (8) 462,427.34 (11) 21. 912.29 (12) 440,515.05 (13) (14) 440 515.05 (1) (2) (3) OFFICIAL USE ONLY 145,200.00 178,116.96 None (4) (5) None 139,110.38 (6) None None 19,599.38 2,312.91 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable al the spousallalc rate, or transfers under Sec. 9116(aX 1.2) 16. Amount of Line 14 taxable al lineal rate 440,515.05 17. Amount of Line 14 taxable al sibling rate 18. Amount of Line 14 taxable al collaleral rale 19. Tax Due 20. .0 0 .0 45 .12 .15 (15) (16) (17) (18) (19) x X X X 0.00 19,823.18 0.00 0.00 19,823.18 Copyrlpht {c)2000 form software only The Lackner GI'Ol.Ip,Inc. FormREV-I500 EX (ROY. 6-00) Deeedent's Complete Address: STREET ADDRESS 88 Green S1>rinl!: Drive CITY I STATE I ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. CredilslPayments A. Spousal Poverty Crod~, B.PriorPayments C. Discount (1) 19,823.18 0.00 18,500.00 921. 05 TotaICredits(A+B+C) (2) 19,421. 05 3. InterestlPenalty W approcable D. Interest E. Penalty TotallnterestlPenalty ( D + E) (3) 4. If Line 2 is greater than Una 1 + Line 3, enter the dllerence. This is the OVERPAYMENT. Chect box on Page Hille 20 to ~. refImd (4) S. If Line 1 + Line 3 is greater than Une 2, enter the dllerence. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the Iotal of Line 5 + SA. This is the BALANCE DUE. (58) MoIte Chect Payable to: REGIS1ER OF WILLS, AGENT NlII1111111IJ!IIIII~~lillllillmlll~mmlllllllllm~nII1'mt~n~mlljllli_mml!!!!lr~'IIIOOIIIII__mmljlllllljlml!lj!IIIJJillm'JJJI)JJIIJJIJJ)llllllm!mll~mmJmJI)]lllmllmJlm!ll!JmjmmIJJJJJJJJJJJjlIJllllt~~mlJl !IIIIIJJ1JJJJJIJllIII11J! PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN 'X' IN THE APPROPRIATE BLOCKS ,. Did decedent make a lransfer and: Yea No L retain the use or income of the property transferred: . .. . . . .. . ... .. .. ... '. " . . ~ ~ b. retain the right to designate who shall use the property transferred or its income;. . . . . . . . . . . X c. retain a reversionary interest or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X d. receive the promise for life of eiIher payments, benefits or care? . . . . . . . . . . . . . . . . . . . X 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . .. .. . D 3. Did decedent own an "in 1rUst for" or payable upon death bank account or security at his orherdeath? ...................................... D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficial)' designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 IF THE ANSWER TO AN( OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 402.13 0.00 402.13 [!] [!] [!] Under penalties of perJury, I declare that I have ..mined t~s retLlm, Including ac:companyfng schedules and statements. and to the best of my knowledge and belief, It Is true, correct and complete. Oec:Jaratlon of prep.rer ottrer 1han the personal. eptl8Sbilbltfve Is baed on <<II rnformatlon of which ptepater ". VlY knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Will iam R. Kres s t1/ ~ 12 ~ -'~!f~i~~~c!!~H6i~~J}'m..__-m-n---m-m REOFPREPAREROTH THAN REPRESENTATIVE George A. Vaughn III U ___~~g~n'!!"J_I!<}~~ .~9~<!__ __m___ __ nn_ m m n_m eam Hill, PA 17011 .; '1'['" ' U 1111' '1"1 "Ii 1111# ," ';'I'W "" I "I'ul'nll "'II' I ~ 1/ / I 'III" II' Inl 'l'm'I'U;' ' .;. , '" '11/ 'I'u' "~iilliiill'" I ~ 'i'I' '";'~~I,I''''' u"l '1'1'1 ,'I",'ii;'''II'''';i''''' 'U''I' ii'lMl\!i ,jiU! i I ,illij!.lt~i I j I 1...dliJ,lIU I ,II J 11,1111111, I iii I IiI 011,1111 ilHtt !!l1I Ii .l!!t Ii I III I L i.1 I ul1l11 Iii iili!.!i~ljillj;!!i1 j" .l!Jill . ! III i " illllI f. .mll IfUlllII dllmk~lm!!r.trili!flffil il ,!Ul!ilflWfIiIIUUI~f;m~~I~! For dates of death on or after July 1. 1994 and before Janual)' ,. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% (72 P.S. 9116 (a)(U)(iJ} For dates of death on or after January 1. 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (in The statute does not exern>! a transfer to a surviving spouse from tax, and the statutoI)' requirements for disclosure of assets and fBing a tax re1um are still appicable even W the surviving spouse is the only beneficial)'. TE c.f-lgla3 DAlE '1)]/03 For dates of death on or after July " 2000: The tax rate irrl>osed on the net value of transfers from a d,ceased child lwanly-one years of age or younger at death to or for the use of a nalural parent. an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)} The tax rate Imposed on the net value of transfers to erfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(aXln The tax rate in1>osed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .5. 91 16(aX 1.3)} A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ~ht(c)2llOOfonn..flwareonlyTheLocl<_Group.lnc. Fann REV-l500 EX (Rev. 6-00) REV.1502EX +(1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER William R. Kress Jr. SS# 188-05-0449 05/10/2002 21-02-479 All real property owned solely or os . _In common must be reported at fair msrkel....ue. Fair market value is defined as the price at which property would be exchanged between a wilUng buyer and a willing seller, neither being co""elled to buy or seU, both having reasonable knowledQe of the relevant facts. Real which is ...'........owned wIIh riGht oIsurvlvorshlD must be dlsclosecl on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 88 Greenspring Drive, Mechancisburg, PA - Single-story, two 145,200.00 bedroom, two bath, brick and vinyl townhouse with attached two-car garage (value based on arm's length sale to unrelated third party on June 14, 2002; see copy of Settlement Statement attached) SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1, RecaDitulation) S 145 200.00 (R roore space is needed, insert additional sheets 01 the same size) Copyright(c) 1996farmso_onIyCPSystems,Inc. Form REV-1502 EX (Rev. 1-97) REV-1503 EX .(1-97) SCHEDULE B STOCKS & BONDS COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT . ESTATE OF William R. Kress Jr. SSf/ 188-05-0449 05/10/2002 All property jointly-owned with right 01 survivorship must be disclosed on Schedule F. ITEM NUMBER I 10 11 12 13 14 DESCRIPTION 8 shares Agere Systems, CUSIP f/00845VIOO - traded on the NYSE, common - class "A" 2 208 shares Agere Systems, CUSIP f/00845V209 - traded on the NYSE, common - class "B" 3 368 shares AT&T Wireless, CUSIP f/00209AI06 - traded on the NYSE, common 4 1,146 shares AT&T Corp, CUSIP f/001957109 - traded on the NYSE, common 5 65 shares Avaya Corporation, CUSIP f/053499109 - traded on the NYSE, common 6 1,096 shares BellSouth Corporation, CUSIP f/079860102 - traded on the NYSE, cCllllllon 7 788 shares Lucent Technologies Inc, CUSIP f/549463107 - traded on the NYSE, cCllllllon 8 432 shares Qwest, CUSIP f/749121109 - traded on the NYSE, common 9 2,046 shares SBC Communications Inc, CUSIP f/78387GI03 - traded on the NYSE, COOlD\on 862 shares Verizon Corporation, CUSIP f/9234VI04 - traded on the NYSE, COOlD\on 610 shares Vodafone Group Pic ADS, CUSIP f/92857TI07 - traded on the NYSE, COOlD\on 104 U.S. Savings Bonds, Series E; $25.00 denomination each - Principal balance at date of death 104 U.S. Savings Bonds, Series E; $25.00 denomination each - Total interest accrued to date of death 5 U.S. Savings Bonds, Series H; $500.00 each - Principal balance at date of death UNIT VALUE 3.84 4.17 7.83 13.59 6.74 29.34 4.47 5.28 30.71 39.77 14.94 TOTAL (Also enter on ins 2, RecaDitulation) (H more space is needed. insert additional sheets 01 the same size) Copyrtght(q 1tI6 form~'" only CPSystems,Inc:. FILE NUMBER 21-02-479 VALUE AT DATE OF DEATH 30.72 867.36 2,881.44 15,574.14 438.10 32,156.64 3,522.36 2,280.96 62,832.66 34,281. 74 9,113.40 1,950.00 9,687.44 2,500.00 178,116.96 Form REV-1503 EX~. 1-97) REV-1508 EX .(1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER William R. Kress Jr. SS# 188-05-0449 05/10/2002 21-02-479 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joInUy-ownecl with the right of survivonhlp must be dIsClosed on Scheclule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Allfirst Bank; checking account #0052823334 - Principal balance 22,278.93 as of date of death 10 11 12 13 14 15 16 2 Allfirst Bank; savings account #80000002174353 - Interest accrued to date of death 1.21 3 Allfirst Bank; savings account #80000002174353 - Principal balance as of date of death 2,104.01 4 Allfirst Bank; certificate of deposit #87008000177455 - Principal balance as of date of death 1,000.00 5 Allfirst Bank; certificate of deposit #87008000177455 - Interest accrued to date of death 9.59 6 Allfirst Bank; certificate of deposit #87008100819599 - Interest accrued to date of death 1.13 7 Allfirst Bank; certificate of deposit #87008100819599 - Principal balance as of date of death 8,000.00 8 Allfirst Bank; certificate of deposit #87008101103716 - Principal balance as of date of death 5,000.00 9 Allfirst Bank; certificate of deposit #87008101103716 - Interest accrued as of date of death 40.77 Belco Community Credit Union; savings account #019400 - PrincipaJ balance as of date of death 929.37 Belco Community Credit Union; savings account #019400 - Interest accrued to date of death 1.49 Belco Community Credit Union; checking account #019400 - Interest accrued to date of death 13.93 Belco Community Credit Union; checking account #019400 - Principal balance as of date of death 36,900.71 Liberty Mutual Insurance - Premium refund 48.00 Manor Care - Refund for unused prepaid care 2,994.53 Members 1st Federal Credit Union; savings account #37132-00 - Principal balance as of date of death 2,878.96 Total of Continuation Schedule(s) 56,907.75 TOTAL (Also enter on line 5, R",,"oitulation) S 139,110.38 (ff more space is needed. insert additional sheets of the same size) Copyright (0) 1996 fwm softwo<e only CPSyslems, Inc. Form REY-1508 EX (Rev. 1-97) Estate of: William R. Kress Jr. Soc Sec #: 188-05-0449 Date of Death: 05/10/2002 Item If Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Description Value at Date of Death 17 Members 1st Federal Credit Union; savings account #37132-00 - Interest accrued to date of death 1.24 18 Members 1st Federal Credit Union; checking account #37132-11 - Interest accrued to date of death 12.22 19 Members 1st Federal Credit Union; checking account #37132-11 - Principal balance as of date of death 49,561.13 20 Miscellaneous refund 3.01 21 Paid Prescriptions - Prescription drug reimbursements 183.95 22 Paid Prescriptions - Prescription drug reimbursements 1,066.81 23 Refund on charge for telephone service 21. 05 24 The Patriot-News Company - Refund of unearned newspaper subscription 25.55 25 U.S. Treasury - Refund of prepaid estimated federal income tax for 2002 2,700.00 26 Uncashed AT&T dividend check received prior to death 8.66 27 Uncashed SBC dividend check received prior to death 258.66 28 Items of tangible personal property, including contents of 88 Greenspring Drive, Mechanicsburg, PA (less washer and dryer sold with house) 2,000.00 29 Final pension payment; accrured at date of death 1,065.47 56,907.75 REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUN:RAl. EXPENSES & ADMINISTRATIVE COSTS 'ESTATE OF William R. Kress Jr. D_ of decedent must be reported on Schedule I. ITEM NUMBER A. B. 2- 3. 4. 55!} 188-05-0449 05/10/2002 FILE NUMBER 21-02-479 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES: Harding's Restaurant, Inc. - Funeral luncheon 368.52 2 Neill Funeral Home, Inc. - Payment for additional funeral services (balance had been prepaid by decedent) 226.30 ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Securly Number(s) I EIN Number of Personal Reprosentativels) Street Address City Stale Zip Vear(s) Commission Paid: Attorney's Fees George A. Vaughn III Family Exe".,oon: (ff decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Slale Zip Relationship of Claimant to Decedent 4,675.00 Probate Fees Register of Wills 329.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs 88 Greenspring Drive, Mechancisburg, PA - Real estate sale commission paid to Prudential Thompson Wood 10,164.00 2 88 Greenspring Drive, Mechancisburg, PA - Real estate sale transaction fee and tax certification fee paid to Prudential Thompson Wood 128.00 3 88 Greenspring Drive, Mechancisburg, PA - Real estate transfer tax paid to Recorder of Deeds on sale of decedent' shouse 1,452.00 4 88 Greenspring Drive, Mechancisburg, PA - Notary fee paid for deed execution on sale of decedent's house 4.00 Total of Continuation 5chedu1e(s) 2,252.56 TOTAL (Also enter on 6ne 9, Recap~ulation) $ 19,599.38 (ff moro space is needed, insert add~nal sheets of the same size) CopyrIght (e) '996 form -... only CPSyslems,Inc. Fonn REY-1511 EX (Rev. 1-91) Estate of: William R. Kress Jr. . Sac Sec #: 188-05-0449 Date of Death: 05/10/2002 Continuation of Schedule H-B2 (Attorney's Fees) Item Description If 1 George A. Vaughn, III - Interim attorney's fee 2 Georg.e A. Vaughn , III - Interim attorney's fee 3 George A. Vaughn, III -. Interim attorney's fee 4 George A. Vaughn, III Final attorney's fee Amount 420.00 1,035.00 720.00 2,500.00 4,675.00 Estate of: William R. Kress Jr. Soc Sec #: 188-05-0449 Date of Death: 05/10/2002 Continuation of Schedule H-B4 (Probate Fees) Item II Description Amount 1 George A. Vaughn, III - Reimbursement for advance of probate filing fee to estate 329.00 329.00 Estate of: William R. Kress Jr. . Sac Sec #: 188-05-0449 Date of Death: 05/10/2002 Item ii Continuation of Schedule H-B7 (Other Administrative Costs) Description Amount 5 88 Greenspring Drive, Mechancisburg, PA - Heat pump service call required for sale of decedent's house; paid to Mike's One Call 73.25 6 88 Greenspring Drive, Mechancisburg, PA - Final sewer service to decedent's house; paid to Silver Spring Township 74.00 7 Derr's Trash Hauling - Removal of trash at decedent's house 185.00 8 George A. Vaughn, III - Reimbursement for cost of Short Certificates (10) 30.00 9 George A. Vaughn, III - Reimbursement for cost of Short Certificates (3) 9.00 10 Intuit, Inc. - Tax return preparation software 29.95 11 PP&L - Final electric service to decedent's house 42.24 12 Electric service to decedent's house 11. 08 PP&L 13 Prohand Diversified Services - Plumbing repair at decedent's house 47.70 14 Register of Wills - Filing fees for inventory and inheritance tax return 40.00 15 Sarah and Nicole Long - Cleaning of decedent's house 70.00 16 Stanley Steemer - Cleaning of carpet at decedent's house 203.65 17 Uni ted Water Company - Water service to decedent's house 13.26 18 Wes Morret - Lawn care at decedent's house 72.08 19 Wes Morret - Lawn care at decedent's house 90.10 20 Wes Morret - Lawn care at decedent's house 18.02 21 William R. Kress - Reimbursement for accomodation expense at time of funeral 353.16 22 William R. Kress - Reimbursement for accomodation expense to facilitate sale of house and attend settlement 483.95 Estate of: William R. Kress Jr. .Sac Sec #: 188-05-0449 Date of Death: 05/10/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item 11 Description Amount 23 William R. Kress - Reimbursement for automobile travel between Raleigh, NC, and Mechanicsburg, PA (791 miles @ $0.345 per mile) 272.90 24 William R. Kress - Reimbursement for mailing/postage expenses 117.89 25 William R. Kress - Reimbursement for long distance telephone expenses 15.33 2,252.56 REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILInES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERlTANCETAX RETURN RESIDENT DECEDENT ESTATE OF Yilliam R. Kress Jr. FILE NUMBER 21-02-479 SS!I 188-05-0449 05/10/2002 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Allfirst Bank; checking account #0052823334 - Check #6123 not cleared as of date of death 10 AMOUNT 776.22 2 Cumberland Goodwill Fire and Rescue EMS - Medical service provided to decedent 24.46 3 HealthDrive Dental Group - Dental service provided to decedent 75.00 4 Members 1st Federal Credit Union; checking account #37132-11 - Check #364; not cleared at date of death 900.00 5 NeighborCare - Prescription drug expense unpaid at date of death 369.36 6 PA Department of Revenue - State income tax liability for 2002 55.00 7 PP & L - Electric service to decedent's hOllle (autOlllatic withdrawal) 19.79 8 Silver Spring Township - Sewer service to decedent's home 80.75 9 Symphony Mobile X-Ray - Radiologic services for decedent 5.64 United Yater of PA - Yater service to decedent's home (automatic withdrawal) 6.69 TOTAL (Also enter on line 10, Roeanilulalion) $ 2,312.91 (N more space is needed, insert additional sheets of the same size) Copyright (e) 1996 formsoflworeonlyCPSystems,Inc. Form REV-1512 EX (Rev. 1-97) REV-l'" EX .(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES . ESTATE OF William R. Kress Jr. NUMBER I. SSI1 188-05-0449 05/10/2002 RELATIONSHIP TO Do Not Liot Trustee{s) 1 NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY TAXABLE DISTRIBUTIONS [Include outrf9hl spousa' dl"",bullons, and In""'" under Sec. 9116(oX12)] Kathy K. Dickson 5517 Martina Way Atlanta, GA 30338 Daughter Daughter Son FILE NUMBER 21-02-479 r ORSRARI: OF ESTATE One-third One-third One-third ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 2 Karen S. Kress 371 Whiskey Spring Road Boiling Springs, PA 17007 0.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 3 William R. Kress 2821 Combe Hill Trail Raleigh, NC 27613 (~ more space is .-ded, insert additional sheets of the same size) Copyrtght (c:) 2000 form software only The Lackner Group,lnc. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Fonn REV-1SI3 EX (Rev. 9-00) \' c:r ..;;4 ..if) ~ i .v ,'I/' ,--- , f ~ -.3 -..---'-- . " WJ:LL OP WILLIAM R. KRBSS, JR. I, WJ:LLIAM R. KRBSS, JR., of Silver Spring Township, CUmberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITBH I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my death as a part of the expense of the administration of my estate. ITBH II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, to my wife, BBLBN C. B:RBSS, provided she survives by death by thirty (30) days. In the event my wife fails to survive my death by thirty (30) days, I give and bequeath all such property to those of my issue, per stirpes and not per capita.. who survive my death by thirty (30) days with due regard for their personal preferences. The decision of my personal representatives with regard thereto shall be final, binding, and conclusive on all parties. ITBII III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to my wife, HELEN C. KRESS, provided she survives by death by thirty (30) days. In the event my wife fails to survive my death by thirty (30) days, I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to those of my issue, per stirpes and not per capita, who survive my death by thirty (30) days. ITBH IV. I appoint my wife, HELEN C. KRESS, executrix of this my last will. Should my wife, HELEN C. B:RBSS, predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my son, WJ:LLIAK R. B:RBSS, of Raleigh, North Carolina, executor of this my last will. ITBK V. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, C:\LWORKIWlLLSIG070197B.WPD . _.______.___..__.____._____..___. .__~__._____..___..,.___ .__.___h"'___"'~' _... ._...~__~.. ._." ~"-"_,~",'v"""",,,,\"N,"""I~"i=.t~,,,,,>~~'~'~'1::.."~l"'c,;~:,'~'~'."""';;'::.M:.j;lilift\~"...,,!,\....]i:~'..'.,.,....,....,.,._.....-..~~.,~.~.-..:<....,," '. ~,._~-.-.....~..., and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion; and to serve as guardian of any property which passes, either under this will or otherwise, to a minor or to any person adjudged by any court of competent jurisdiction to be mentally incapacitated to care for such property or for such person's own affairs, and with respect to whom I am authorized to appoint a guardian and have not otherwise appointed a guardian or trustee with the power in the guardian to use principal as well as income from time to time for such person's education, support, and welfare without regard to the ability of the parents of such person to provide for such education, support, or welfare, and to make such payment for these purposes, without further responsibility, directly to such person or to the parent or any other person taking care of such person. :tTBK V:t. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. :tTBK V:t:t. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. WBBRBOP, I have hereunto set my hand .this ~ day , 1997. of :or WI:TRBSS ~\r\\ J wI~L~~,~~r D:\LWORKIWILLS\G070191B.WPD - 2 - ~~~."-,<A'"--'~,W.~"""',,,"""""""'''''''''''''''';''_'~' ~. -:"'. j t~,"'it-",,"-.l>-~~----'P~-"t,Iol~~~~':Q :r ~ ~,.-. c::r I 4f1'J ~ :3 ". " .......~_..._-_........_,_..< ---,.......... - The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testator was on the date thereof signed, published, and declared by WILLIAM R. KRESS, JR., the testator therein named, as and for his last will, in the presence of us, who at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~~~~ RGE A. VAUGHN, III i; 1. ,?:..~ -17 V.--rZ;-aJ) D:\LWORKIWlllS\G0701978.WPD - 3 - .."""",.,..,....-..-~.'." .' . __'"-,,Jo<c> '._",,",-'-'" -...<0.-.._'...............'..-....;..... "..-,- ~ I ._.-,-..._________._..._..______.___..-v.___.._...____.._..____.'._ COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) I,WILLIAM R. KRESS, JR., being the testator whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the foregoing instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. l~~\~\ WILLIAM R. KRESS, JR" ~ Sworn or affirmed to and acknowledged before..me,*~ the testator named above this ~ day of , 1997. rJ --I HOTAIlIAL 5fAL fRANCES t VAUOHN. Nolary PublIc .-...... ..~ CumIMdaIId Co~ PA My Cold.. hJlllll Elcp/I8s AIIg. 9. 1999 Notary Public COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) K /I)' V. -rz;>])'1> WE, GEORGE A. VAUGHN, III, and !lHd4Z B. ~fG, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute tbe instrument as his last will; that he signed it willingly; that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge, the testator was at the time eighteen or more years or age, of sound mind, and under no constraint or undue influence. ~ tf~~ ~GB ~UGHN, III Sworn or affirmed to and acknowledged before me this of a(~('/.r ,1997. ') t" A.""-<" Rd ,.f /J..u .lY:'-" N tary Public 1 \?,'II\.. ..ll- day -d{ a:I ~J:'~.l-~ t<' A Y vi, --rz, lJ.:i> NOTMIAI. 5fAL . FRANCES t ~ Nolary Publlc ~ liIp.. CUInbIdand Co P4 My Col,1II rulan ElcplresAug. 9. ti99 D:\LWORKIWlLLS\G070197B.WPD Seltlem.\Ot Statement . . U.S. Cepel1ment of Hooslng and Urban Development ~ ,r OMB No. 2502-0285 T~ 0' l"oan 1.[]FHA 2. []FmHA 4. [] VA 5. l8I Conv. Ins. NOTE:Thls form Is lumlshed to give you a slstemant 01 actual setllemenl COllts. Amounts paid to and by the selUement agent are shown. Ilems marked 'p.o.c' were paid outside 01 closing; \hey are shown here for Intonnadonal purposes and are nollnduded In the total9. NAME ANO AOORESS OF BORROWER: ORLANDO F. NICHOLSON EILEEN M. NICHOLSON 6260 CARUSLE PIKE 1602, MECHANICS8URG. 6280 CARLISLE PIKE 1602. MECHANICS8URG, ESTATE OF WILLIAM R. KRESS 68 GREENSPRlNG DRIVE. MECHANICS8URG. PA 3. [] Conv. Unlns Fne Number 24633 Loan Number eeOB07AD Mortgage Insurance case Number NAME AND ADDRESS OF SELLER: NAME AND ADDRESS OF LENDER: WA:iHlNWTUN MVfN~li' BANK ,PA PROPERTY 88 GREENSPRlNG DRIVE LOCATION: MECHANICS8UM. PA 17050 SETTLEMENT AGENT: PLACE OF SeTTLEMENT: TIN: Ceder Cliff A/J$ncf Agency, Inc. 4148rldge Street New Cumberland, PA 17070 23-2133165 SeTTLEM= OF I O6I1~~ION RESCISSION DATE: K. . of SELLER'S TRANSACTION lO. DUE FROM BO : 400. GROSS AMOUNT DUE TO SELLER: '1. COntrocl S.... PrIce ;.... OM -ft;; 401. Conltacl Sol.. Price S1I5200.00 '2. P......., Prot>of\y 402.P_'- 13. S_1s """_ to borrowo<: 403. (fnxn line 1400) $5,574.86 04. 404. 15. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 100. Cllyllown lox.. 10 406. ClIyIlown Tax.. 10 107. County Tax.. 06/11/2002 to 01/01/2003 $2U.22 407. County Tax.s 06/11/2002 to 01/01/2003 $224.22 100. Asses_Is 06/11/2002 to 07/01/2002 $62.82 408. Assessments 06/11/2002 10 07/01/2002 562.82 109. 409. 110. 410. 111. 411. 112. 412. 20. GROSS AMOUNT DUE FROM BORROWER: $151,061.90 420. GROSS AMOUNT DUE TO SELLER: $115,487.04 llO. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 01.lleposlI Of _ monoy $2,000.00 501. Excess doposlllseelnstrucllons) 02. PrinclpaIamoonl 01 new Ioan(s) $137,900.00 502. Sottlement ""0_10 sonor (Ilno 1400) $11.895.25 03. E>clsllng Io8n(s) takan subJoct to 503. E>clsllng Ioan(s)lakon lubloc! to 04. 504. Poyo~ of flrsllllOflg8g8loan OS. 505. Poyo~ of _ mortgage loon 00. 508. 07. 507. . ... 50S. DO. SDlI. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. CIIyIIown _ to 510. CIIy/loWn loxos 10 211. CoonIy_ to 511. County toxol 10 212. a.....metltt to 512._menls to 213. 513. 214. 514. 215- 515. 218. 510. 217. 517. 210. 518. 218. 018. W. TOTAL PAID BYIFOR $139,900.00 520. TOTALREOUCTIONS 811,895.25 BORROWER: IN AMOUNT DUE TO SELLER: ,.., .v : IIIW. "" .. If. Gnles amount due from bortower (line 120) $161 061. 90 eOf. Gnles amount due to seller (Une 420) 8145,487.04 12. Leu amount paid bylfor borrowsr (nn8 220) 8139,900.00 802. Leu reductions In am\. due saner plna 520) $11,895.25 I~. """" ( ~FROM) ( OTO) BORROWER: $11,161.9OJ603C~- ( DFROM) ( ~TO) SELLER: $133,591.79 HUD.1 (3088) . RESPA, HB 4306.2 PAGE 1 tMJo,_._, L... Ii ohle No. %502-G285 700. TOTAL SALESlBROKER'S COMMISSION PAID FROM PAID FROM . BASED ON PRICE $14$,200.00 0 7... $10,164.00 BORROWER'S SELLER'S . DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: FUNDS FUNDS AT AT 10'. .. SETTLEMENT SETTLEMENT NO. -"fo 164.00 .. 1'Jlu-.2'IAL _SON IIQOD m. '-0.00 .. 104. -"0.00 \0 105.~poId"_ $10,164.00 t\ll. ~~_... IC~ 'II. .. SAV%NQS-.BANK 102.~_ 'II. .. IrllSlUlIllWH SAVDIaS .BANK __100"" BalDIA ( $332.00 P.O.C.) 804.~_1o, HCll ( $lB.OO P.O.C.) toI. LlncWSInIpIcIorI'" 1fASH:cNG'Z'ON SAVINGS _ 108. ~......... _lIOn f.. .. 1fASlf:cNG'Z'ON SllVIHCS _ 107._100 IrllSlUlIllWH SAV:tNGS _ _ llH!lI:IlWJU2':t1fQ JD-1VBJI $75.00 - 2'A.lr _vza JD-2WSB $B5.00 "0. _ Cl:R2'-ClIIO 2'JIAC2' $22.$0 '".~ ~ $295.00 lIlIIr. 101.__ 4 2 10 0 825.97/dIiy 8441.49 902.__.._lDr _... ____lDr 1.00",." J:JlDI INStIRANCII ( $324 . 00 P.O.c.) ....----... ",." 105. J'JtD-J:X JDS-1VBJI $30.00 '1lllllf.' rwITFr : 1001. HlIurd inIlIrWU 3. 00 mon"" 0 827.00,.,,,,,,,,,,, $81. 00 '002.__ 2. 00 monlhsO $B9.64,.,""""" $179.2B 1003. cay..-..... monlhlO ,., monlh 1004. CcunIy..-..... 6.00monlh.O $33.99'" monlh $203. 94 1005. AnnuII...-.ments 13. 00 mon""O fl06.76,.,"""'" $1,387.8B 1D01. Flood InIlnnce monlhlO ,.,,,,,,,,,, 1007. mon,",O ,.,........ '000. moniIlI It ,.,........ 100.. Aggregate Accounting Escrow Adjustment 1$223.98) Ynn;Tr : 1101. SeIIIImenI or doIIng,..1O 1102. AbsIracI orlUe turd'llo . f 103. TIle bMlinIUan to 1104. ""Inannce binder to 1105. Document......1ion 10 t 108. Neary ,...10 CASH $15.00 $4.00 1101. AIIomty's 'ees to .. --.....-, ) 1 lOB, TIIIInIUJ8nce r.o CJ:IlAJl CLUT ABS2'JIAC2' AGENcr, INC. $1,OSS.75 I --.....-: 2'ULI: INSU1WICJil I 1109. LmdIt.QlMnOe ( $137,900.00 ) 1110. 0wMr't c:over.oe I ,145,200.00 ) 1t11. am-l00,300,S.1 $150.00 11.2. INBl/lIml CLOSING LIl2'2'EII $35.00 tl11- INGAr : 1201. Aec:onIng f..: DoecI SH.50 :__ 883.50' :- $112.00 1202. CIjIcoonly ~ Oeed '2,904.00:~~ $1,452.00 $1,452.00 1203._1oIlIIlon1>I: Deed : -- 1204. '205. HIK1C' S om: C\LL-ll!:A2' 1'lJM1> CHll/ClC $73.25 1300. ADDI : '301. SI.noy" 1302.__10 1303. fttA.N'~IOH DZ-PTH' $125.00 1304. mAH'SAC1'ZOH n:J:-PN $125.00 1306. Z\X a:JI:1' D;E-1'7.W $3.00 ,.... SIL\II:R S1>JlZNG _ 4-13-02 S'O 6-14-02 $74.00 1307. JZD-U IDS-SLS $20.00 1400. TOTAl SETTLEMENT CHARGES $5,574.B6 $11,895.25 S~l!ME~TCHA~~S I '_~_"HUl).1 S'"I11L11l1_._ll11d lo 1I1ollnl 01 my-Ill ond _." 1I0_end _110_01 01 rocolpto 1IId_ .- on my _ar by me In 1hIo"' I lurthoroorUfythol 1_ _ 0 copy 01 1110 HUo.. So_I S_1. _ (] ~ ~ /7_ f I.. Dolo: b -tV Cl~::ar U/dh'<1 ~~ A ~ 0...~11-<f /d2- ORLANDO F. NIC O[S~ ESTATE OF WILLIAM R. KRESS ffK. _ ;:;~;-v.1h.P)zUl,~ EILEEN M. NICHOLSON ;: N/ "'__ SoIlero, Dolo: , Y ........~nt: Dolo: Dolo: Settlement Agenl: The H\JO-1 S_I SIo......nt whiCh 1_ preparad I' a Irue ond IlCCU/'IIta lICCO\II11 or IhIo _. 1_ c:au w\Ih IhIo .........nl. GERA . SHEKLETSKI WARNING: II Is 0 alma 10 "'-IngIy me"" 101.. ,Iolomenls 10 !he Unllod SIoIo' on this ar any o!he, ,Imllar form. p_, upon c:onvIctIon can Includo olino ond 1mprIaon. menl. Far_I'...: TlUo 18 U.S. COde Sactlon 1001 ond Sactlon 1010. E: Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of William R. Kress, Jr. No. 2002-479 also known as Date of Death 05/10/2002 ,Deceased Social Security No. 188-05-0449 William R. Kress, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of George A. Vaughn III Attorney: LD. No.' 25650 Address: 3904 Trind1e Road Camp Hill, PA 17011 Telephone: 717/975-9102 Personal Representative Signature /v1I~ J2 ~_ William R. Kress Signature: Address: 2821 Combe Hill Trail Raleigh, NC 27613 Telephone: 919/845-1620 ,/ '-1/8/200) . Dated: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 462,892.03 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form#RW-7 (1992) '. INVENTORY Estate of: Date of Death: County: William R. Kress, Jr. 05/10/2002 Cumberland CASH: A11first Bank; checking account #0052823334 - Principal balance as of date of death 22,278.93 Allfirst Bank; savings account #80000002174353 - Interest accrued to date of death 1.21 Allfirst Bank; savings account #80000002174353 - Principal balance as of date of death 2,104.01 A11first Bank; certificate of deposit #87008000177455 Principal balance as of date of death 1,000.00 A11first Bank; certificate of deposit #87008000177455 - Interest accrued to date of death 9.59 Allfirst Bank; certificate of deposit #87008100819599 - Interest accrued to date of death 1.13 A11first Bank; certificate of deposit #87008100819599 Principal balance as of date of death 8,000.00 -1- A11first Bank; certificate of deposit #87008101103716 Principal balance as of date of death A11first Bank; certificate of deposit #87008101103716 - Interest accrued as of date of death BeleD Community Credit Union; savings account #019400 Principal balance as of date of death Belee Community Credit Union; savings account #019400 - Interest accrued to date of death BeleD Community Credit Union; checking account #019400 Interest accrued to date of death BeleD Community Credit Union; checking account #019400 - Principal balance as of date of death Final pension payment; accrured at date of death Liberty Mutual Insurance _ Premium refund Manor Care - Refund for unused prepaid care Members 1st Federal Credit Union; savings account #37132-00 - Principal balance as of date of death -2- 5,000.00 40.77 929.37 1.49 13.93 36,900.71 1,065.47 48.00 2,994.53 2,878.96 Members 1st Federal Credit Union; savings account #37132-00 - Interest accrued to date of death Members 1st Federal Credit Union; checking account #37132-11 - Interest accrued to date of death Members 1st Federal Credit Union; checking account #37132-11 - Principal balance as of date of death Members 1st Federal Credit Union - Member life insurance benefit Miscellaneous refund Paid Prescriptions Prescription drug reimbursements Paid Prescriptions Prescription drug reimbursements Refund on charge for telephone service The Patriot-News Company _ Refund of unearned newspaper subscription U.s. Treasury - Refund of prepaid estimated federal income tax for 2002 Uncashed AT&T dividend check received prior to death Uncashed SBC dividend check received prior to death -3- 1.24 12.22 49,561.13 464.69 3.01 183.95 1,066.81 21. 05 25.55 2,700.00 8.66 258.66 137,575.07 PERSONAL PROPERTY: Items of tangible personal property, including contents of 88 Greenspring Drive, Mechanicsburg, PA (less washer and dryer sold with house) STOCKS/LISTED: 8.00 shares Agere Systems - traded on the NYSE, common - class "A" 208.00 shares Agere Systems - traded on the NYSE, common - class "B" 368.00 shares AT&T Wireless - traded on the NYSE, common 1,146.00 shares AT&T Corp - traded on the NYSE, common 65.00 shares Avaya Corporation traded on the NYSE, common 1,096.00 shares Be11South Corporation traded on the NYSE, common 788.00 shares Lucent Technologies Inc - traded on the NYSE, common 432.00 shares Qwest - traded on the NYSE, common 2,046.00 shares SBC Communications Inc - traded on the NYSE, common 862.00 shares Verizon Corporation traded on the NYSE, common -4- ---- 2,000.00 2,000.00 30.72 867.36 2,881.44 15,574.14 438.10 32,156.64 3,522.36 2,280.96 62,832.66 34,281. 74 --- 610.00 shares Vodafone Group PIc ADS - traded on the NYSE, common BONDS: 104 u.S. Savings Bonds, Series E; $25.00 denomination each - Principal balance at date of death 104 U.S. Savings Bonds, Series E; $25.00 denomination each - Total interest accrued to date of death 5 U.S. Savings Bonds, Series H; $500.00 each - Principal balance at date of death REAL ESTATE/PA: 88 Greenspring Drive, Mechancisburg, PA . Single-story, two bedroom, two bath, brick and vinyl townhouse with attached two-car garage 9,113.40 1,950.00 9,687.44 2,500.00 145,200.00 TOTAL RECEIPTS OF PRINCIPAL............... -5- 163,979.52 14,137.44 145,200.00 ---------------- 462,892.03 ---------------- ---------------- . BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 260601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GEORGE A VAUGHN 3904 TRINDLE RD CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN III - *' REV-154~ EX AFP [01-03l 06-09-2003 KRESS 05-10-2002 21 02-0479 CUMBERLAND 101 WILLIAM R PA 17011 Alllount Remitted 9.34 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 ... -------------------------------------------------------- - - -.ilf Geo'rge A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill. PA 17011 DC' ~ (r> * * * /) "l LI"7(/' ~ ) .- C!~J'- - Donna M. Otto, First Deputy Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 1",111",111",."11"11",11,,,11,1,,1,1.,,11,,,11 ifo.;PUSi' i;,\>-'i(,~ ~9 ~7;t:~~~~~t'~'~:-' C::': _;"c~ c' .. -'" :fl-" j:':':' , - - ''0 1'.) c" ~:'" , i7C,i3+3332 ;')2 it Il1lLilllilllllllLlli1111L lIli. i.illllLli.j llLj "plLI /'7-071- "/ \; BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NDTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GEORGE A VAUGHN 3904 TRINDLE RD CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-09-2003 KRESS 05-10-2002 21 02-0479 CUMBERLAND 101 III *' REV-In] E~ AFP COI-05> WILLIAM R PA 17011 Alllount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-,;=m-j-Ex--AFiQiiFo3Y-tlci'ffcE"oF-YNHERfTANcE-TAin("PPRAISEi'-EtlT~--Ai:.i-oWANCE-'i:'-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KRESS WILLIAM R FILE NO. 21 02-0479 ACN 101 DATE 06-09-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reTlect Tigures that include the total oT ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Allount 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 .00 X 00 = .00 440,515.05 X 045 = 19,823.18 .00 X 12 = .00 .00 X 15 = .00 (19)= 19,823.18 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule Cl 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 145.200.00 178.116.96 .00 .00 139.110.38 .00 .00 (B) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule j) 14. Net Value of Estate Subject to Tax (9) (10) 19,599.38 2.312.91 (1lJ (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 462,427.34 :>1.91:> :>9 440,515.05 .00 440,515.05 TAX CREDITS: '" AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-07-2002 CDOO1489 921.05 17,500.00 03-24-2003 CD002345 .00 1,000.00 04-16-2003 CD002455 .00 402.13 BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-17-2003 TOTAL TAX CREDIT 19,823.18 BALANCE OF TAX DUE .00 INTEREST AND PEN. 9.34 TOTAL DUE 9.34 . 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.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT VAUGHN GEORGE A III ESQUIRE 3904 TRINDlE ROAD CAMP Hill, PA 17011 _nu___ fold ESTATE INFORMATION: SSN: 188-05-0449 FILE NUMBER: 2102-0479 DECEDENT NAME: KRESS JR WilLIAM R DATE OF PAYMENT: 06/11/2003 POSTMARK DATE: 06/1 0/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/10/2002 NO. CD 002666 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $9.34 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: GEORGE VAUGHN ESQUIRE CHECK# 4297 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $9.34 DONNA M. OTTO DEPUTY REGISTER OF WillS - George A. Vaughn, III Attorney at Law 3904 Trindle Road Camp Hill. p,~ 170'1 ,~\\,-S 1'O~'r.< ,. * ,. {~~~::;:q,~ MAll_ED FR.OM ZIP CODE o~-t/'?9 ~ Donna M Otto, First Deputy Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 ":i 7g i :;:+3::::.,2 ~2 , 'I' 'I' II II " 1'1' i"l 1'1' i'i Ill!/h!:lllll!!! II !Jill!!! I, !il!!! !flu!! ! !!!1 In Donna M. Otto, First Deputy Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 - George A. Vaughn, III Attorney at law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (717) 975-9102 FAX (717) 975-9105 March 24, 2003 RE: Estate of William R. Kress, Jr.: File No. 2002-479 Dear Ms. Otto: Please find enclosed a check in the amount of$I,OOO.OO which represents an additional payment of estimated inheritance tax for the above-referenced estate. Please process this payment accordingly. Thank you very much. GA V (nib Enclosure cc: Mr. William R. Kress, III Very truly yours, g I?~>.L-;;- ~e A.~ughn, III Attorney at Law / /-L~'l- 'l \- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 260601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~ *' RfV-IU1ElIAFPCOI_OS) III OOJ . DATE ESTATE OF DATE OF DEATH FILE NUMBER '\11 : 3 gOUNTY ACN 06-30-2003 KRESS 05-10-2002 21 02-0479 CUMBERLAND 101 WILLIAM R GEORGE A VAUGHN 3904 TRINDLE RD CAMP HILL JUL 11 PA 17041:. Cl Allount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: NOTE: To insure proper credit to your eccount, submit the Upper portion of this form with your tax payment. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V=ii.ifj-Ex--AFP--COF03Y------...--iNifERli:ANCE--i'AX--S'iXfEHE-N"i'-C.-F-ACCouiff--...--------------- _ _ _ ___ ESTATE OF KRESS WILLIAM R FILE NO.21 02-0479 ACN 101 DATE 06-30-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOHN BELOH IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2003 PRINCIPAL TAX DUE: 19,823.18 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-07-2002 CDOO1489 921.05 17,500.00 03-24-2003 CD002345 .00 1,000.00 04-16-2003 CD002455 .00 402.13 06-10-2003 CD002666 9.34- 9.34 TOTAL TAX CREDIT 19,823.18 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. I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. ) Register ofWiIls of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 William R. Kress. lIra Date of Death: 05/10/2002 Estate No.: 2002';'00479 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: I. State whether administration of the estate is complete: Yes @ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the CoUrt? Yes 0 No IXJ. 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 KJ. No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~tffl~ Si lure Date: 05/11/2005 C'J Georae A. Vauahn. III Name 3523 September Drive. #6 Camp Hill, FA 17011 Address (760) 807-2603 Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/07/2005 VAUGHN GEORGE A III 3904 TRINDLE ROAD CAMP HILL, PA 17011 RE: Estate of KRESS JR WILLIAM R File Number: 2002-00479 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/10/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uX . 2 T \:J ::> 4( '> \\I t!r at o lb '() :s- III <. I.l:: '0 (" I.. c;t )... ~ 1lI 1... S o .J 1- ::J o t:) I..l' vi o J \J - :r .J (t III ~ o <i. L i & ffJ 11' <t I o /. lJI 1-> ~ Sl Iv I.!J I1J ~ :t r!l I-- ~ l!J =< & ".:) - ~ ~ 't dl ... ~ . Register of Wills of Cumberland County Date of Death: STATUS REPORT UNDER RULE 6.12 vVlL.l..lAM R L.(Ii!E;S.s ..JR,. ~~-e~ S/'O/zeJOZ "Z 00 c: - "",4 Name of Decedent: Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State ~}'ther administration of the estate is complete: Yes l.M No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration wiIl be complete: 3. Ifthe answer to No. I is Yes, state the following: a. Did t~yersonal representative file a [mal account with the Court? Yes M No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes g No 0 Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 4Jr~/65 /I1I~i</~7!:. Signature lIt/,!..(,I14M R '<(les.s. III Name "'l:.8'2.1 CoN\. Se ....11 '-\,. TAAIL. Address ~(,.e-IG:"" I NC 7..7CrJ 13 (ClI\lq) 84'S-I"'~D Telephone No. L. . Capa<:ity: ~ersonal Representative o Counsel for personal representative cfi