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Home My WebLink About02-0484 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of also known as Joyce W Moyer No. , Deceased Social Security No. 193 -12 - 7897 Darrell R. Moyer Pet~ioner(s), who is/are 18 years of age or older, apply(;es) for: (COMPLETE 'A' or '8' BELOW:) [K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or the Decedent, dated 05/01/02 and codicil(s) dated None named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: o B. Grant of Letters of Administration (c.I.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Pet~ioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (;f any) and heirs: I Name Relationship Residence J (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumber land County, Pennsylvania with his/her last family or principal residence at 1100 Grandon Way, Mechanicsburg Borough (list street, number, and municipality) Decedent, then ~years of age, died 05/05 , 19..Ql, at Mechanicsburg, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in P A) Personal property in Pennsylvania (If not domiciled in P A) Personal property in County Value of real estate in Pennsylvania 79,500.00 $ $ $ $ situated as follows: Wh~fore, Petitioner(s) respectfully re est(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of undersi ned: T Darrell R. Moyer 900 Red Mill Road, Etters, PA 17319 1'\ - I,J-/ - Cl Preparedby th~ennsylvani Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumber land Sworn to or affirmed and subscribed before me this ~ay of MAY 2002 ~ MAl{Y C LJ:oWl~or the Register No. 21 - 02- 45/4 Estate of Joyce W Moyer Deceased Social Security No: 193-12-7897 Date of Death: 05/05/02 AND NOW, MAY 16, 2002 ~}txxx , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters []] Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Darrell R. Moyer in the above estate and that the instrument(s) dated 05/01/02 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. . . . . . . $ 200.00 lVJlll{Y L Short Certificate(s). $ 30.00 Renunciation. $ Attorney: Affidavits ( $ I.D. No: 29078 The Wiley Group, P.C.._" 1 South Baltimore Street Extra Pages ( ). $ 6.00 Address: Dillsburg, PA 17019 1'-...) Codicil. $ JCP Fee. $ 5.00 Telephone: 717/432-9666 Inventory. $ FILED 5-16-2002 mailed to atty on 5-16-02 Other. . $ TOTAL. $ 241.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) , ",'~ ~,\; '.' '.-\ This is ro cerrih' that the information here given is correctly c()pcd from" n original certificate of death duly filed with me as Local Registrar.' The original cerriflcHc will he forwarded to the ,ule Viral Records OHicc for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. /."Ij;i/rii7i1iUH?:-;:';;;;;;:.> ",,"',- ~..\.'WDf pr,;--... "",,~,\\-l"'/ ~<:'r-t. li\~'/ ~ ~,(F;'~ /-:-~/ \,,-:- !\'.:!!!'~! """~~\ i:E! ;. . -7 ~ ~ ~:" , ~~~~'. ~:~~ l'd\ '.~ >'';/ ~ ~~, ,"'~i '- ~p~ . "\\.~'~ "--fIUENT ~\" ",'~ ---';'''''''''IIIIII/~I/ ~ ;7/? (~U4/P-t"/-- Local Registrar rf Fee fi,r rhis certificate. 52.00 P 8205713 MAY 0 8 2002 Dare JHt:v 2/87 COMMONWEALTH Of PENNSYLVANIA' OEPARTMENT Of HEALTH. VITAL RECORDS CERTIFICATE OF DEATH STATE '"'lE ,\IUM8ER ~'M'~D<CED'N"i""M'Od'~~---~o- :~--~.~M~~:;==-~ -.. ---------- ~E~~~~e__~.rt;~CUR'TY~";.R _ 789;- l.,M~~eAr~~~~~~2;,~'-= AGE,l.>Sl60f1l1<JaYI UNDER 1 YEAR UNDER 1 OA':t DATE OF 8lRTH --- 8'"iiiTHPLACOO~;':;;;---- PLACEOI'OE:ATHiCl""'-~'''''Y'M'@_,n~"",-.huo'~''nlJo!t>e' ~'<J8l 78 ,,, M""'h. 0.,. ......! M~","M""'h 0., "~' P::~;~:~~:""'~ A - -- - ~"'''-'''N o. ""^ ~--. ... ~:=lIy,O .. COUNTYOFQE.(JH ... Cumbvr.land Mec.han.<.c..6bwrg KIND OF BUSlNE:>S/INDU$lRY RACE. Amenc:M Indo."l. 8l~k. While, el-= (5pocliyj DECeOENT'S USUAL OCCUP......ION (~~~.:.:;"'~~~'~:f Homemal2vr. Wh.<.te 17055 DECEDENT'S ACTUAl RESIDENCE (SeeIl15h'UCbor\$ unOftle<l;Idel IolARITAl STATUS. Uw..ed N.~.,M.(f"ad.Wido'ooted. DIvorced (Specify) W.<.dow SOAVIVING SPOUSE IltNt/e,J'''........K.ler>NlIl'eI 1tb. DECEDENT'S UAlLlNG ADDRESS (SkNf. Cllylbwn. sz.... ZlpCodel 1100 Gftandon Walj Mec.han.<.c..6bwrg, PA N/A 17..51... l>d __N ...~. Cumbekfand 1OwfIShip1 17d.0 :~=:oI MOTHER'S NAME IF~51 Moddll!. M4IdooSulnamuJ '""I ,.. FAfHER'S NAME (F..-s1, MKldIe. laSl) llb. ColI Mec.han.<.c..6bwrq <"'-. ... INFORMANT'S NAUf (T ~p&lPIIrlII Ezfta Leftolj W-U't 2. Ethel Ludw.<.g .... METHOD OF DISPOSITION aun.IO C"ffi&I.:on5'l R-.llIomS,a,.D OIl"",Sp<<1y1 VaMeU R. PA 17319 CirylTown, Sl~.. r",eoo. 21C. '..< such as CiI'doilC 01 IUplfalory aUIISI. shock Of httall lallul. ... I ApprOlUflUIl. : inIerv.. berw..n lon&olCanddloalh , , , PARTH: DIM, siglllllci11'14 COOdi&iona c::ornnbuting 10 delalh, bill not reillJllirlll in .h. un<M~ QloIH giv....in PART I 1MME00Al f. CAUSE (f ~1aI dlsaon.OfCOf\()ilIOt\ 'BSIAlnoonOe&lhI_ rJk\a ,,fa.. tJ c Coecm DUE TO (OR -'SACONSEOUENCE Of) Co..,\ c...Vy\C>mO..... V, 0.YxtC'.J VI)" I I, \ II ~V l~ ....~. ~ o o DATe Of INJURY IMonm Day, Ytla.-l I , ~ TIME OF iNJURY \,.',-\--{', 1'~IO, ~i.lIly"eondIbon. if any. leading 10 immadaa,. QUM. ERlerlaC)EALYINQ CAUSElOoMaMo.-"'I'JI'W .1tlaI~1ilY_ '8$I..IlIlong If> dN#lILAST DUe TO(OAAS.... CONSEOUENCE Of) DUE TO(OAASACONSfOuENCE OF) ~ AN AUTOPSY PEFlFORMEO? . WERE ....UTOPSY FINDtNGS AVAILABlE PRIOR TO Cot,lPlElION OF CAUSE OF DEATH? MANNER OF DEATH " 1.;2/ I~ I, /1 INJURY AT WORK? Horn""'" o o o ~CE Of INJURY. ':\'--;;;01.. i~;m~;.,-,. lal;lory. olfiee bl.Illdiog. lie. (SplllC~vl >do ... [J No~ Ye.D No~ I\(:cldel'll PlIOdIngl'"'.st~IIO"" Suo<~. Could flOC be dell,mlOed 2... 2'b. CERTifiER IChllCk only """I 'CERTIFYING PHYSICIAN tPh~~lCoao c.,r1d~""-) cause d dealh ....nll" .MlOlha. l.>hYl>ll:,;itlhils vlO/lOI,nce<l <kalh "no COffiplli!te<J 118'" ~31 Tou..lMltolm,knowledgl,delttocx:cuueddueWllhlcl"'H,Sjilndm..n".r.. tI.ted,..,. _,................... _ _.... .S. o 'PRONOUNCING AND CERTIFYINQ PHYSICIAN 1Pt>'f"'C...n bolt: ;.o';)f'OlJiO::.oq U<I<llh ..no .:e,lo'yong 10 L""~ 0/ dedlN Tou.. Hal 01 m, know'ldQ". de,llhOCcu....od illlh<I am.. dilll. """pl.,.. ilnd "....IQ Ul. nUH(.j.nd ml"n., II ".led 'UEOIC...L EX.....INER/CORONER On th. ba.i. of ....min.tlon ~ndlor invesligalion, in my opinion, dealh occurred althe Iim., d~le, ~lId place, and due 10 the causel_land 11.mannerillslilled...,. ..... .......... ..... ....... .... ......... ....... ...... .. ......... .... ..... ..... .. ,. ... 0 REGISTRAR'S SIGNATURE "ND NUMBER 1111L fuast lIill aub m~slttm~ut OF JOYCE w. MOYER 2 J ~ 02 . 4?t/ BE IT REMEMBERED, that I, JOYCE W. MOYER, of 1100 Grandon Way, Mechanicsburg, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof made by me at any time heretofore. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto my son, DARRELL R. MOYER, absolutely, provided he survives me for a period of thirty (30) days. ITEM 3: Should my son, DARRELL R. MOYER, fail to survive me for a period of thirty (30) days, I then give, devise and bequeath my entire residuary estate unto my daughter-in-law, KATHARINE M. MOYER. ITEM 4: I direct my hereinafter named Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property pa<:sing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 5: I appoint my son, DARRELL R. MOYER, as Executor ofthis my Last Will and Testament. Should my son predecease me, fail to qualify, cease to act or renounce probate, I then appoint, KATHARINE M. MOYER, as Contingent Executrix. 1 '. ITEM 6: I direct that my Executor or his successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 7: My Personal Representatives shall have the following powers in addition to those vested in them by Law and by other provisions of this, my Last Will and Testament, exercisable without court approval, and effective until distribution of all property: 1. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification or risk. 2. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification or risk. 3. 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 they from time to time may deem proper. 4. To allocate receipts and expenses to principal or income or partly to each as they from time to time may deem proper. 5. To borrow money from persons or institutions, themselves included, and to mortgage or pledge any or all real or personal property as they in their sole discretion shall choose, without regard to the dispositive provisions of this instrument. 6. To compromise any claim or controversy asserted by or against my estate or trust estate, 7. To make distribution in cash or in kind or partly in cash and partly in kind, and in such manner as they may determine, and at valuations finally to be fixed by them. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1ST day of MAY, 2002. WITNESS: ~/ DAVID J. E X ESQUIRE ~~~~R Ih"f"'~ SEAL) 2 COMMONWEAL TH OF PENNSYL VANIA : : SS COUNTY OF YORK We, JOYCE W. MOYER, DAVID J. LENOX, ESQUIRE and JUSTINA R. BRUMBAUGH, the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed this Last Will and Testament as witness and that to the best of their knowledge the Testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. J&~m#~ QE(/~/ C~~ Sworn to and subscribed before me this 1ST day of MA Y, 2002 S~~~ NOTARY PUBLIC MY COMMISSION EXPIRES: Notarial Seal S. Dawn Gladfelter, Notary Public Dlllsburg Boro, York County My Commission Expires May 17. 2005 Member, PennsyivanIaAssoclalicn of Notaries 3 \ ~ ::E om>- i':<":I ~ ~go-< ~~~Ro ::;tIttlrrlt"""" O>-<ty1 . t""'VlZ "tl-l)>O '"i:....X - 0 r-~ 3~~~ ~'" n ,-; . I:..l o ><: () t'l :E: :3: o ><: t'l :;0 o ~ S~ ~ tit J~I~ f1 S ~~ = ~----J ' -~ . - ~ ~ ~ CI' 1~ ~ ~ ~ ~I~ ai ~~ ~, ~ A ---"" ~ ~ ~ -------'0 $l ;:r ~ co 1'-...1 '.- ..J <~ -'- <:( ,--j CERTIFICATION OF NOTICE UNDER RULE 5 6 (a) Name of Decedent: Joyce W. Moyer Date of Death: 05-05-2002 Estate Number: 21-02-0484 To the Register: I certifY that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 23,2002: ~ Darrell R. Moyer Address 900 Red Mill Road, Etters, P A 17319 Notice has now been given to all persons entitled there Date: May 23,2002 Name: David 1. Lenox, Esquire .i , Address: One S. Baltimore St. Dillsburg, P A 17019 ''C]' ':'-J Telephone: (717) 432-9666 p Capacity: Counsel for personal Rep. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 . REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LENOX DAVID J ESQ 305 ROBIN HOOD RD DILLSBURG, PA 17019 -------- fold ESTATE INFORMATION: SSN: 193-12-7897 FILE NUMBER: 2102-0484 DECEDENT NAME: MOYER JOYCE W DATE OF PAYMENT: 08/05/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/05/2002 NO. CD 001479 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,915.82 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: DARRELL R MOYER C/O DAVID J LENOX ESQUIRE CHECK# 1002 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $4,915.82 MARY C. LEWIS REGISTER OF WILLS ~ /"'2- 6 </ ~ ;? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DAVID J LENOX ESQ THE WILEY GROUP 1 S BALTIMORE ST DILLSBURG PA 1701~ DATE ESTATE OF DATE OF DEATH FILE NUMBER . COUNTY ACN 09-23-2002 MOYER 05-05-2002 21 02-0484 CUMBERLAND 101 REV-151i7EXAFPCOl-02) JOYCE W Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i5'c.-j-iif-AFP--[oFozY-NciT"ici--OF-YNHiifiiAt,rCE-TAX-A-PPRA-isiifEN1:~--ALl-owAirCE-(rR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MOYER JOYCE W FILE NO. 21 02-0484 ACN 101 DATE 09-23-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) ~. 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) (~) (5) (6) (7) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Velue of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) l~. Net Value of Estate Subject to Tax (9) (10) .00 6.348.60 .00 .00 74.030.04 .00 37.640.53 (8) 2,960.23 68.86 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line l~ at Spousal rate (15) 16. Allount of Line l~ taxable at Lineal/Class A rate (16) 17. Allount of Line l~ at Sibling rate (17) 18. Allount of Line l~ taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 114,990.08 X 045 = 5,174.55 .00 X 12 = .00 .00 X 15 = .00 (19)= 5.174.55 NOTE: To insure proper credit to your account I subllit the upper portion of this forll with your tax paYllent. 118,019.17 (11) (12) (13) 11~) 3.029 09 114,990.08 .00 114,990.08 . ~...~n. ";u"M"s.L~~ INTEREST/PEN P~+{D (-) AMOUNT PAID DATE 08-05-2002 CDOO1479 258.73 4,915.82 TOTAL TAX CREDIT 5,174.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INOICATED, SEE REVERSE FOR CALCULATION OF ADOITIONAL 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.) STATUS REPORT UNDER RULE 6.12 ~ V Name of Decedent: ~'JCe.. tV. NO!j{-r Date of Death: M tI'I 5, .;lOt).A J . Will No. ,;(1-0'; - oL/'i?i.f Admin. 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 whether administration of the estate is complete: Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 11"""- . 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 ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may att hed to this report. Da te : J(J -/ - 0 d- 'D4,,~id _T. Lt"no~ [")~. Name (Please ty e or rint) 0/1(' S. A~t /17 N!ou'. s-l. Address -:J:>i/l~'b,/r9 f/Il 17c1/9 ('7/~) '-I3;,J-QLP&{,. Tel. No. ( MAH : rmf! AM3 ) Capacity: Personal Representative >C. Counsel for personal representative .. ~"'__.__n_~ C~~Nmv~.. I DEPARTMENT OF REVENUE DEPT,260601 ___~~_~~U~G.P"1712~~ 1 DECEDENT'S NA-riE'iL:AST, FIRST, AND MIDDLE INITIAL) Moyer, Joyce W !DATE-OF-OEATH-{MM-OO-VEAR) --~EOF efRTH (MM~bD-YEAR) '05/05/2002____ j 05/06/1923 __ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) 0- Z W Q W :d Q I!! ~~l:1 :d..g zli1~ U..m .. c 010- ~~ 8~ v ..r,,,'..,,,.,,.,.._ Of 17 - LP'-/-- REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 'R- 1. Original Return o 4. Limited Estate o '0 1 --- ----...... ---- 1HI8.1IEC1lOII~.H_~.LE'IeQ.._ ME David J Lenox, Esq. ------------ FIRM NAME (If applicable) I The Wiley Group_ rreLEPHONE NUMBER , 717/432-9666 --t _______ , I 1. Real Eslale (Schedule A) 6. Decedent Died Testate (Attach copy ofW~I} 9. Litigation Proceeds Received o 2. Supplemental Retum o o o 2. Slocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z 3 ~ ~ ~ K 4. Mortgages & Noles Receivable (Schedule D) 5. Cash, Bank Depostts & Miscellaneous Personal Property (Schedule E) 6 Jointly Owned Property (Schedule F) o Separale Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 1 D. Debts of Decedent, Mortgage Liabililies, & Liens (Schedule i) 11. Total Deductions (Iolal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) FILE NUMBER 21 02 COUNTY:~Q9E __..:-LEAR___ 0484 !NM-'?!=R I SOCIAL SECURITY NUMBER j . _1 ~3-1..2-7897 u_u_____ rTH1S RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS ---- - SOCIAL SECURITY NUMBER ---- -0 3.Reni8inder Retum (date of death prior to 12-13-82) o 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) .!llRECTED 10: 1 S. Baltimore Street ... ---- Dillsburg, PA 17019 ---.L_ (1) None ---- (2) 6,348.60. -------- (3) None --- _____________4 (4) None --- (5) 74,030.04 (6) None .--.-----..--- (7) 37,640.53 i ~ (8) 118,019.17 (9) 2,960.23 -------- . (10) 68.86 (11) 3,029.09 114,990.08 (12) (13) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14_ Net Value Subjectto Tax (Line 12 minus Line 13) (14) 114,990.08 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or lransfers under Sec. 9116(a)(1.2) z S ~ .. ,. Q U ~ l6.Amount of Line 14 taxable at lineal rate 17.Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .00 (15) 114,990.08 x .045 (16) 5,174.55 x .12 (17) x .15 (18) (19) 5,174.55 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. 0 ~"'7,"i~ f Copyright 2000 form software only The Lackner Group, Inc. >>1lEi SURE TOAASWl!RAl.l.Q.UEJ'l\OII~,-<*I,~ _.um_CKMATH<< Form REV-1500 EX (Rev. 8-00) Decedent's Complete Address: STREET ADDRESS 1100 Grandon Way CITY Mechanicsburg ISTATE~~ ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 5,174.55 4,915.82 ------- 258.73 Total Cred~s (A + B + C) (2) 5,174.55 3. InterestlPenalty if applicable D. Interest E. Penalty T otall nterestlPenalty (D + E) 4. If 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. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) 0.00 (4) (5) 0.00 (5A) (5B) 0.00 ---- ------- Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No ~: :::~ :~: ~;t~~i~:~~a~:t:~~r::~;:at~:~r::~'~'~'~~~~~~~d'~';'it'~"i~~~~;::.::::':::::::::::::::'."""'" ~ I c. relain a reversionary interest; or... ............................. ........................ ........................ d. receive the promise for life of either payments, benefits or care?............... .......................... .................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..................... ........................ ........................ 0 o ~ o ~ o 3. Did decedent own an win trust for" or payable upon death bank account or security at his or her death?... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.. ......................... .......................... THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under nallies of pe~ury, I declare that-I have examined this retllTl, including accompanylilg schedules and statem;,ts, and to the best of my knowledge and belief, it is true, correct and complete. Declar8~ of p_,,!~.re _~herth~.t~e ~rsona1 re~':'Iativ_~isbased on .!!l_i~ationofwtlich pc:eparerhas any~. n __. ______n SIGN RE OF PERS R ONSIBLE FOR FILING RETURN ADDRESS 900 Red Mill Road Etters, PA 17319 ADDRESS-- DATE ;-I-O~ DATE PRESENTATIVE ADDRESS 3'- (-tJ;:.. DATE 1 S. Baltimore Street Dillsburg, Pa 17019 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use o!the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. mast lIill ctltU {iJe5mm~ttt OF JOYCE W. MOYER ./ 2\- 02,- 4'1"1 BE IT REMEMBERED, that I, JOYCE W. MOYER, of 1100 Grandon Way, Mechanicsburg, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof made by me at any time heretofore. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto my son, DARRELL R. MOYER, absolutely, provided he survives me for a period of thirty (30) days. ITEM 3: Should my son, DARRELL R. MOYER, fail to survive me for a period of thirty (30) days, I then give, devise and bequeath my entire residuary estate unto my daughter-in-law, KATHARINE M. MOYER ITEM 4: I direct my hereinafter named Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, 10 which my estate or the transfer of any property p...ing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal o;r state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 5: I appoint my son, DARRELL R. MOYER, as Executor of this my Last Will and Testament. Should my son predecease me, fail to qualify, cease to act or renounce probate, I then appoint, KATHARINE M. MOYER, as Contingent Executrix. 1 ITEM 6: I direct that my Executor or his successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 7: My Personal Representatives shall have the following powers in addition to those vested in them by Law and by other provisions of this, my Last Will and Testament, exercisable without court approval, and effective until distribution of all property: I. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification or risk. 2. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification or risk. ' 3. To sell at public or private sale, to exchange, or to lease for any period of time, anyreaI or personal property and to give options for sales, exchanges or leases, for such prices and upon such tenns or conditions as they from time to time may deem proper. 4. To allocate receipts and expenses to principal or income or partly to each as they from time to time may deem proper. 5. To borrow money froth persons or institutions, themselves included, and to mortgage or pledge any or all real or personal property as they in their sole discretion shall choose, without regard to the dispositive provisions of this instrument. 6. To compromise any claim or controversy asserted by or against my estate or trust estate. 7. To make distribution in cash or in kind or partly in cash and partly in kind, and in such manner as they may determine, and at valuations finally to be fixed by them. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1ST day of MAY, 2002. rot-;x:.~~ER """t. -) SEAL) 2 COMMONWEALTH OF PENNSYL V ANlA : SS COUNTY OF YORK We, JOYCE W. MOYER, DAVID J. LENOX, ESQillRE and JUSTINA R. BRUMBAUGH, the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrumen~ being firs\' duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as. her free and voluntary act for the porposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed this Last Will and Testament as witness and that to the best of their knowledge the Testatrix was at the time eighteen (18) years ofage or older, of sound mind and under no constraint or undue influence. i~1FR'F (2i16/ ~~ Sworn to and subscribed before me this I ST day of MAY, 2002 s~~ffu~ NOTARY PUBLIC MY COMMISSION EXPIRES: Nolarlal&a[ e. DllYm Gladfeller, Notory Public DU18~urp Boro, York County My CommissIon Expires May 17, 2005 MefMer"PMnsyIvaolaAsSocial\or1ofNoWI9s 3 . SCHEDULE B STOCKS & BONDS CO..MClM'VEAL.1l-l OF PEtfiSYLVANIA IttiEIUTANCE TAX RETlJRN RESIDENT DECEDENT ESTATE OF Moyer, Joyce W I FILE NUMBER 21-02-0484 All property jolntly-owned with right 01 survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH 1 Allied Irish Bank 24.24 5,890.32 2 Pennsylvania Power and Light 38.19 458.28 TOTAL (Also enter on line 2, Recapitulation) 6,348.60 Historical Prices YASOO!FlNANCEn Page I of I Se<![cn - fjD<!Dce HOIlli! - Ya1100! - Help More Info: Q'y"Qte I Chart I News I Profi)~ I Research I MJ;~l! I Pro1i!~ Month Day Year Start: IAprl:llq5l02! End: IApr l:II05102u @ Daily C Weekly C Monthly C Dividends Ticker symbodAI B u _-< . Get D~al Date 59,300 Close Votume 5-Apr-02 D!!!'\'-'1I!13!tS-pr~Jlj!sh_eeLFJ!r.m3t * adjusted for dividends and splits, plei!$_e_~~~EAQ. ADVERTISEMENT Adj. Close'" 24.24 Qyestions or CorpmentJtZ Copyright C 2002 Yahoo! Inc. All rights reserved.Pri\{@.c.Y...P..9!!'GY - I~rm~u~LSJ~Dli~_ Historical chart data and daily updates provided by ~QmmQ.dJ~__~~!~m$.Jnc;;,"(C..sl1 Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://chart.yahoo.com/d?a=4&b=5&c=02&d=4&e=5&f=02&g=d&s= AlB 7/31/2002 Historical Prices YAHOO!,FlNANCE;G Page 1 of 1 $!!<lr<:n - Fin<lnc!!Hom!! - Y<lhoo.! - Help More Info: Q!i9t!! I Q.hart 1N.!!ws I Profjl~ I B~.~~rch I S.EQ I M~~ I PLQjiI~ Month Day Year Start: IAprd 105 '1~2_ End: IApr . d 105. .102.... @. Daily C Weekly C Monthly C Dividends Ticker Symbol: Ippl . Get Data. . :1 Date Open I Hig~-lLowCloseYoluJne 5-Apr-02!38.48 38.74.38.18 38.19 364,600 DQwnlQll.dSnrell.dsb~~tFill".mll.t * adjusted for dividends and splits, Pl~~e s~~.IAQ. Adj. Close'" 37.79 Questions or Comments? Copyright \Q 2002 Yahoo! Inc--:-i'll rights reserved.priv~,.PJ~1LQ'i . I~rrJl~Q.tS~rv:i9_~ Historical chart data and daily updates provided by QQ!:nmQ!;iU:Y.__$.Y_~W:m~,.,11),t;-,-JGS1.t Data and infonnation is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://chart.yahoo.comld?a=4&b=05&c=02&d=4&e=05&f=02&g=d&s=ppl 7/31/2002 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PewsYLVANIA IN-IERITANCE TAX REllIRN RESIDENT DECEDENT ESTATE OF Moyer, Joyce W FILE NUMBER 21-02-0484 Inclu~e the proceeds of I~gation and the date the proceeds were received by the estate. All properly jointly-owned with the right of survIVorshIp must be dIsclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 4,181.84 Allfirst Bank, cheching, acent no. 0017878063 2 AIlfrrst Bank, money fimd, acent. no. 0959525206 36,180.53 3 A11frrst Bank, cd, accnt. no. 8-2009930 33,493.28 4 refunds and rebates 174.39 TOTAL (Also enter on Line 5, Recapitulation) 74,030.04 I) allflrst June 3, 2002 The Wiley Group Att: David J. Lenox, Esq. 1 South Baltimore Street Dillsburg, PA 17019 RE: Estate of)oyce W. Moyer Date of Death: May 5, 2002 50ciaI Security Number: 193-12.7897 Dear Mr. lenox: Allfirst Financial Center N.A. Po. Box 900 Millsboro. DE 19966 In response to your request, please be advised of the foliowing accounts the above-named decedent had with this bank. 1. Account Type........................... Relationship w/lnt. Checking Account Account Number....................... 0017878063 Ownership (Names of)................ Joyce W. Moyer Opening Date........................... OS/28/86 Balance on Date of Death...........$ 4,181.37 Accrued Interest...................... 0.47 Total......................................$ 4,181.84 2. Account Type........................... Money Fund AIt. Account Account Number....................... 0950525206 Ownership (Names of)................ Joyce W. Moyer or Russell F. Moyer Opening Date........................... 08/\ 5100 Oosed 5/23/02 Balance on Date of Death...........$ 36,131.29 Accrued Interest...................... 49.24 Total......................................$ 36,180.53 . Page 2 June 3, 2002 3. Account Type........................... Certificate of Depositl25 MOS/6.820000 Account Number....................... 80000002009930 Ownership (Names 01)................ Joyce W. Moyer or Russell F. Moyer Opening Date........................... 08/15/00 Balance on Date of Death...........$ 33,000.00 Accrued Interest...................... 493.28 Total. .... .......... ..... ............... ...$ 33,493.28 4. Account Type........................... FMA AccountllndMdual Owner/ARK 5 YR Guaranteed Account Number....................... FDA224032 Ownership (Names 01)................ Joyce W. Moyer Opening Date........................... 10/10/01 Balance on Date of Death........... $ · "This customer does have a Brokerage account with Alltirst that is listed above. For information or questions regarding this account please contact our Brokerage customer service department at 1-800- 527-9210 (option 2). If you have any further questions on these accounts, please contact the branch of record: 4200 Derry Street, Hanisburg, PA 17111, telephone 717.237.6250. Sincerely, m.d.~ Mary Anne Macielag Associate (/els (302) 934-2240 SCHEDULE G ~ I INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PR~~~RTY _u FILE NUMBER 21-02-0484 *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ITEM NUMBER Moyer, Joyce W This schedule must be completed and flied if the a.~swer to an of uestions 1 throu DESCRIPTION OF PROPERTY Induele the name of the transferee, their relationship 10 decedent and the date of transfer. DATE OF DEATH Attach a copy of the deed for real estale. VALUE OF ASSET 2 3 Waypoint Bank, IRA, Accnt No. 684522 8,254.44' AIG Annuity, Accnt. No. AN201850 25,736.09 Met Life Annuity, Accnt. No. A2043967, 3,650.00 %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE TOTAL {Also enter on line 7, Recapitulation} 8,254.44 25,736.09 3,650.00 37,640.53 ~IWayRqi!lt LOOK FOR U5. WE'LL GET YOU THERE. OS/29/2002 THE WILEY GROUP ONE SOUTH BALTIMORE ST DILLSBURGPA 17019 The information which you requested on the account(s) of JOYCE MOYER (Social Security Number 193-12-7897) is/are as follows: Account Number Class of Account 684522582 IRA 03/08/93 8251.10 Date Opened Principal Balance Accrued Interest 3.34 Balance at Date of 8254.44 Death Account Ownership SOLE Name of Joint DARRELL Owner, if any MOYER-~. Date Ownership 03/08/93 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name ofJoint Owner, ifany Date Ownership Was Established Additional Infmmation Requested PLEASE COMPLETE W-9 d;;;~J SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PeNNSYUlANIA 17105-1711 Toll Free I-B66-WAYPOINT (I-B66-929-7646)' IN YORK AREA 717/BI5-4500 . www.waypointbank.com AlG, I,AfS Annuity Insurance Company A Member of American International Group, Inc. The Wiley Group Attorneys at Law Attn: David J. Lenox 1 South Baltimore Street DiIlsburg, P A 17019 Re: Deceased: Contract #: Beneficiary: Joyce W. Moyer AN201850 Darrell Moyer - Son Dear Mr. Lenox: We are very sorry to learn of the death of Joyce W. Moyer. We wish to extend our sympathy to you and her family. To complete the processing of this claim, please provide the following within the next 60 days: (X) Return the enclosed Annuity Claimant Statement, completed and signed by the beneficiary(ies). The Annuity Claimant Statement must be notarized. (X) The options for the beneficiary(ies) are attached. Please indicate on Question 4 of the Annuity Claimant Statement which option they prefer. (X) Please complete Questions 6 regarding tax information and complete and sign Question 7 regarding the taxpayer identification number. See page 2 of the Annuity Claimant Statement. (X) Certified death certificate stating the causes of death. The death certificate must have a raised seal or a colored stamp (X) Return Original policy or check item 5 indicating the contract has been lost or destroyed. The value of the above referenced contract, as of May 5, 2002, the date of death is $25,736.09. If you have any questions, please call 1-800-424-4990 ex\. 3111 and speak with a Claims Examiner. Sincerely, Cathy of ::bunallin Cathy L. Dunavin Annuity Claims Departroent Enclosures: AlGA 409, AlGA 833, 11058 and Return Envelope Annuity Administration P.O. Box 871 . Amarillo, TX 79105-0871 . 800.424.4990 *' SCHEDULE H FUNERAL EXPENSES & AJ:MIISTRAllVE U)& I & COMMOf'M/EAI. Tl-l OF PENNSYlVNlIA NERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF Moyer, Joyce W FILE NUMBER 21 - 02 - 0484 Debts of decedent must be reported on Schedule I. ITEM I NUMBER DESCRIPTION A. ' FUNERAL EXPENSES: AMOUNT 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State Zip 2. Attorney's Fees The Wiley Group -- David J Lenox, Esq. 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Register of Wills (probate fee) State Zip 241.00 4. 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I Legal Advertising, Cwnberland Co. Law Jownal 75.00 2 Legal Advertisiing, Sentinel 93.83 3 Obituary 50.40 TOTAL (Also enter on line 9, Recapitulation) 2,960.23 '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COlllYCHNEAL lH OF PEtfiSVLVANlA I~ERITMCE TAX RETURN RESIDENT DECEDENT ESTATE OF Moyer, Joyce W FILE NUMBER 21-02-0484 Include unreimbursed medical expenses. ITEM NUMBER 1 Verizon DESCRIPTION AMOUNT 4.60 2 Holy Spirit final expenses 15.90 3 Pharmacy 48.36 TOTAL (Also enter on Line 10, Recapitulation) 68.86