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Home My WebLink About02-0512 PETITION FOR PROBATE and GRANT OF LETTERS No. ~/- Od -SId. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Estate of ELSIE L. WARNER also known as Deceased. Social Security No. 207-22-1564 The petition of the undersigned respectfully represents that: Your petitioners are 18 years of age or older and the Executrices named in the last will of the above decedent, dated June 2,1981, and codicil(s) dated [none]. C' qN.u.~_-Zjti-~1'li!0 jJutA,c,e<<4v.I. v"-J\.- '6{;l0 {1<)13. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 4019 Enola Road, Newville, Upper Frankford Township. Decedent, then 78 years of age, died May 16, 2002, at 4019 Enola Road, Newville, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Upper Frankford Township, Cumberland County $ unestimated $ $ $ unestimated WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented herewith and the grant ofletters testamentary thereon. l/t~kL {l. /Ju,zL Debra c. Meek 4015 Enola Road Newville, PA 17241 (717)776-7597 /1 . . '2 . 1'.,-/ [./I/u..."",/I '7 'X.</p AIm C'r:J.1~(, //-Yr>'< Carin G. Nailor how known as Carin G. Stone RD. 2, Box 215A Loysville, P A 17047 (717) 536-3671 ~~------------------------------------------------------------------- -------------------- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioners above-named swear or affirm that the statements in the foregoing petition are true and correct to the best ofthe knowledge and belief of petitioners and that as personal representatives of the above decedent, petitioners will well and truly administer the estate according to law. It/u tZ Sworn to or affirmed and subscribed before me this ??nel day of MAY , 2002 . (J. ~L/C Debra C. Meek . ~ / {f~u..1., .:i! ? 1J;"t 17/(j;/ fi&b-,... '" id/e?2<-e Carin G. Nailor nka Carin G. Stone Register ~ /7-&&-7 No. 21-2002-512 Estate of Elsie L. Warner, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, MAY 24th, 2002 , in consideration ofthe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated June 2, 1981, described therein be admitted to probate and filed of record as the last will ofE]sie L. Warner and Letters Testamentary are hereby granted to Debra C. Meek and Carin G. Nai]or nka Carin G. Stone. TOTAL $ 235.00 $ 9.00 $ $ b.OD $ 3.00 7"i"i 00 Register of Wills MARY C. LEWIS Car] C. Risch, Esquire (75901) ATTORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlis]e, P A 170] 3 (717) 243-334] c/ Will Book # Page FEES Probate, Letters, Etc. Short Certificates(3 ) Renunciation x-Pages (2) JCF Fi]ed MAY 24th, 2002 filed 5/22/02 CALLED NrTORNEY CARL C. RISCH ON 5/24/02 , t/~()~ ,~ F; IFlLES\DA T AFILEIEST A TES\44171-petition. Itr '''\''''',:1, This is to cen~.fy. thdt the inForm,ltion here given is correctly copied from an original c(:rtitlc~uC of death dl1l}~ tiled with me as Local Registrar.' The original certitlcate will he forvvarded to the St,lIC Viral Records Office tor permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee r()I" this cerrirlcate, $2.00 111'litj;\11rOrpl~;~~~__ "'",*'-/~'n" \\'~ .......t:~ i$~7 ljft.~<;<.\ !~/ ~~ . \I~~ I(~~. ~ /;} \a\' ,0, '/~\~ '\.~"". /~"'''' ~ :.t,...., _../ &..",v" '''..f/ll/Flit ~\ ~"""" """'/~"N#",,'IIII' P 8319613 No, r;. "\0. ~-:t'11 <\-"* 13 J..,\t:"'S. ,1.._..... '1 S\,t,,,,~ ,<:c-..\'. \)..f,r" \~"",<-~\ \>:1( . \).)0', ~\.cr?(\, I P _6 ..~-f>>.f .r;::,S. H1OS.143R'v,2Je7 ~.._~.~~..&~ Local Registrar MAY 2.2 2002 Date COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTHo VITAL RECORDS CERTIFICATE OF DEATH YPEIPRIN1" " "RMANENT ILACKINK ~" I ~l. ddlo,,-"'Q L Elsie L. Warner AGElUOlll!r!lldoy) IJI.IOER1YEA1l . UHDER1D.o.Y . I I Inp01lo"'-O 1. Female I. 207 22 PLAceOFOEA~onll'on.'_lrl_IO.'onOlh.'tklo) ",. (Spe<II'ylO MOTH R'S""-ME (l'lrst Mo:Ilo. _.. Gum.mo) 19. Bessie Coo er INFORMA~$W.IUNGMlORES$(SlrHl.Clly(roW!l.SltIo.ZIpCod.l ~Newville PA 17241 PLACEOl' DISPOSOTKlN.H.mo.,COnwt-.y. Cromotory orOlnorF>looo Newville Cemetery Z1... Newville, PA 17241 NAMEANCAlID SSOHACIUTY Egger Funera Home, nc, ~.15 Big Spring Ave., Newville, PA 17241- OFDEATt1 " .. .CO\JN 78 v,. ~\ . ... Cumberland . OECEDENTSUSUAlOCCUP"TION .... no" 01_1",11141:""""''''_') . ilL Farm Wife 11b. OECEOE.NT'SWJlli'IG"OORESS(Sl_.ClIy(1OW11.SlO1..4>~) .... Newville KIND OF SUSINES&I1NOU$TFlY 4019 Enola Rd. WASOECEOENTI!.VEflIN U,'.AAMEDFOFlCES? Y"'OHo!XI n. DE;CEDENTS ~"'^'- flESIDE~E (S.._Io., ....lI\hor.IcI.) PA 11t.8loto 2 . , . . <I 4019 Enola Rd. 11. Newville, PA 17241 ~ATHE;!I'S ""-ME (FirsI. M_. !.toll II. Warren Ed ar Hockenberr INFOllMAHT"SNAME(T)'POIPMl) ne.Debra C. Meek METI1OOOFDISPOsITI~ - llJ c....- 0 flomovolfl<lmst-. 0 DonIIlIonOOlflot(Spoo::Ii)) n. S'<JN,I,~F - Hb.C"""",, Cumberland DAnPFIO~NCE;OOEAO(MD<1Ih.DO)'.Y..~ 24. 2 PM M. H. Ma 16, 2002 %7. ~"'IlTl E;....lI>Od~_......".."'_IOns....""....t<lll>O""01n. Co......m.'lh....,...oJ<IyInjj, .ucn.......ioeormplrol.IY.'""I.IMal"'h..~ftiluro. Uof....,_eoweon.......... !: WE;flEAUTOPSYFIHOIHClS ...V....LA8l.EPFlIOFlTO COMPLETlONOFCAU$E ~"'''., OUETO (00 AS A CON$E.OUENCE OF): OUETOjOflM"CON$E.QUENCE;OF}: YOlO NolXl ~IXI w.NNEROFDEA.Tll - Jiil,' ....... 0 -~ 0 PoncIlngln"",,Ug01Ion 0 - 0 Coutcl""'-bO<Iol._ 0 DATE OF li'OJURY (M_.00\'. YOIt) lA, IN ."'h..y,.'" 1564 <Ma 16 2002 AAce.o.ll'Ioricln Inclit..IllocI(. wn~.,,,. "...., ~~~~~ 10- Whi te SURvlV1NGSPOusE ~1_.!/IuolllOl:l."..mo) Married ~ .-. ~.. -, n..l[In.._.m........ . Upper Frankford ITd.O:h~=of "'~. l.OCATKlN'CO)'/TOWII.S\oIo,ZlpC<l<l. NSENUM TESlGN lMonlh. DO)'. Y.1t\ 2'b. 1:1.. WASCASEREFERflEDTOMEDl~EXAMIHERlCOA.HEfl7 'au .. ~IKI _Ibo_.. lonool.ncl<lOO1h P...flTII:OIhIrI,."""'IIICOnclllorll<>>nlrlbu!lnglOdoou,.1>A ",""'"lIngnll'lo~OOUII.gIyonnPA"-T1 .}{7Yf<-... S,bJ-J r,r-"<>.s-t- eMu.! TIt.\EOF~flY INJuIl.YATI'<ORK7 DESCRlBEttOWlNJl.IflYOCCUIUlE;O YOOO NoD n. n.. -. PLACE OF IfUJRY.,I.t honll. It"". 01_. locl.,.,._ ~.01.,(SpociIy) -, '" '"0 21b. OO~ ~~~~~~~~~~~~~~h~~":'OO:h~::=):"~%~~:~I::~I::;,f.~~~~.t~~~!~I~~t~_2~) _ _ _ 'PRONOUNClNG AND CERTIFYING PlfY81CIAN (Pflysidan bolh pronouneing dealh.nd certifying 10 CIIJ.. 01 dealh) To tha b..1 of my knowladll', death o<:.urred II lIoa II"", dlla, and plac., and du.to 111. cu.~.) and mann.,., !1~I.Jf _ _ _ _ _ _ _ _ "MEDICAL EXAMINEl'IICORONER ~.~:r~:~I:~a~~n~t1~_~~~I~"~.~II~I~~, ~n ~~ ~1~I~n~ ~a~lh_ ~.~~~ ~ ~~ I~m~, ~~a~ .~~p~a~.~ '~d_ d~'_I~ I~. _~u~~a)_'~d ~ 1.9l11;9JlicJ M. U<. -, LQCATKlN{St_,Co'lyITOWII,8101.j ~ ~,.. ,", . 21-2002-512 LAST WILL AND TEST AMENT I, ELSIE L. WARNER, of Upper Frankford Township, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I give, devise and bequeath all of my estate, both real and personal property, unto my husband, C. EVERETT WARNER, absolutely. I nominate, constitute and appoint my said husband as Executor of my Estate. 3. In the event my said husband shall predecease or fail to survive me, then I give, devise and bequeath all of my Estate, both real and personal property, in equal shares, unto my daughters, DEBRA C. MEEK and CARIN G. NAILOR, absolutely and I appoint my said daughters as Executrices of my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /> 1"( 0(. day of ?A.l /YLL- , 1981. LAW OFFICES r? L~ 'f LL) oJ1AA uz, Elsie L. Warner (SEAL) VILLIAM F. MART60N. P. C. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named ELSIE L. Page 1 . LAW OFFICES III1..LIA.... F. MART60N. P. C. WARNER, Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix and of each other. /I) )-/) /J/ 1_ lX/,0Ltc~~ 1'! IlctJn,- I~~': e [1tl-c~_ Page 2 . COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, ELSIE L. WARNER, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the 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. I,~ kA.r; t: iUa../0~ Sworn or aff~ed to andCeknowledged before me by ELSIE L. WARNER, Testatrix, this ;2 - day of jr w- , 1981. /)ttndfPJ /J ;;~l1Ja6 / N dtary Public the SANDRA S. ECKENRODE COMMONWEALTH OF PENNSYLVANIA ) NOTARY PUBLIC . SS ..aM...." CUMBERLAND CO.. PA. " ................ OCT 26 1961 COUNTY OF CUMBERLAND ) MY COMMISSION EXPIRES . . We, ri!;te{(LJ'K} cP J1;tilait q~! (;]vtl; [ i1~N- the witnesses whose names are signed to the a~ched or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw ELSIE L. WARNER, sign and execute the instrument as her Last Will; that ELSIE L. WARNER signed willingly and that ELSIE L. WARNER executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of ELSIE L. WARNER, signed the Will as witnesses; and that to Je best of our knowledge the Testatrix was at that time 18 o. r. more. years of age, Of. s und mind and ,"d~ 0" ro'"t,~ot ","odoo io""o,o. H ~. /1/ ~~~~l4Jtj) (~) ~Wz Addr . s . ~/r , ~. /7~v/ ,;;d Sworn cr~ J or affirmed to and subscribed before me this , 1981. day of / <]/ririe tL- N oiary Public IJ tXntotL LAW OFFICES {1LJ..IAM F. MARTSON. P. C. SANDRA S. ECKENRODE NOTARY PUBUC CARUSLE. CUMBERLAND CO.. PA. MY COMMISSION EXPIRES OCT. 26. 1961 {!;/ . . *' OFFiCIAL USE ONL 'y' /7~ ~&;-7 IlEY-I_Q.~l REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT f;if ,ALE NUMBER 21 02 00512 GQ!,!NTY ~PE YEAR NUMBER SOCIAL SECURITY NUMBER ~THOFPENNS'I1.V.r..N1A. DEPAATMENT OF REVENUE 0EPT.280601 ~,P~--!.?I~~- DECEDENT'S NAME (lAST. FIRST, AND MiDDlE INITIAL) WARNER, ELSIE L. , DATE OF DEATH- (MM-o[}.VEAR)" 207-22-1564 .. z i!I 1j w " DATE OF BiRTH (MM-DO-YEAR) ------ THIS RETUAN MUST BE ALED IN DUPLICATE WITH THE 05/16/2002 07/17/1923 REGISTER OF WILLS - ---- SOCIAL SECURITY NUMBER ------------- -------, (IF APPlICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST AND MIDDlE INIllAL) . g-1. Origi-;'~ReIUm '---'--~-D 'iSuppl~~ntarR-;tum -.--.---_.---- o 4 Limited Estate 0 43. Future Interest ~ (date of death after 12-12-82) I8J 6 Decedent Died Testate (AttaCh copy 0 7. Decedent Maintained a Living Trust (Attach of WI III copy of Trust) o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (dalec:J death between 0 11.Election to tax under Sec. 9113(A) (Attach Sch O) ~M~iill"''iI,;", Carl C Risch, Esquire i ___ _____________1 FIRM NAME (If applicable) Martson Deardorff Williams & Otto ---LJ-i o o ReiriainderRetum{date 01 death prior to 12-13-82) I!! <~ O"X w15~ Ii",~ ~m :it 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes .;,~ WZ gi!l u~ 10 East High Street I Carlisle, P A 17013 I !TELEPHONE NUMBER 717/243-3341 -, --- ----------- -------.---- on: IC11~t USE ONl ',' 1, Real Estate (Schedule A) 2, Stocks and Bonds (Schedule B) (1) (2) (3) 133,400.0Q. None None 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Noles Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) ~ 0 Separate Billing Requested !;i 1: Inter-Vivos Transfers & Miscellaneous Non-Probate Property ~ (Schedule G or L) ~ 8. Total Gross Assets (total Lines 1-7) u i:' Il. Funeral Expenses & Administrative Costs (Schedule H) 10. Oebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines g & 10) (4) None .------.-- ------- r (5) 49,045.95 (6) None --~- (7) None (8) ]82,445.95 (9) 16,376.89 (10) 73.77 (11) 16,450.66 165,995.29 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 165,995.29 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate. x .00 (15) or transfers under Sec. 9116(a)(1.2) ~ 16. Amount of line 14 taxable at lineal rate 165,995.29 x .045 (16) !:i - ----.-- --- .. ~ (17) ~ 17. Amount of Line 14 taxable at sibling rate x .12 ~ ------ u ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) ~ .------------ 19. Tax Due (19) 7,469.79 7,469.79 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 ',i.;i~,ii;;r;; , . . Form REV.1500 EX (Rev. 6-00) Copyright 2000 form software only The Lackner Group, Inc. Dec~dent's Complete Address: STREET ADDRESS 4019 Enola Road f- CITY Newville ,STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 7,469.79 7,000.00 ------- 368.42 Total Credits (A + B + C) (2) 7,368.42 3. Interest/Penalty if applicable O. Interest E. Penalty Total InIeresVPenalty (D + E) 4. If Line 2 is greater than line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Una 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due, B. EnIer the total of Line 5 + 5A. This is the BALANCE DUE. (3) 0.00 (4) (5) 101.37 (5A) (5B) 101.37 Make Check Payable to: REGISTER OF WlUS, AGENT 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?. . 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? .............................................................. ..... ................... .... ......... .................. PLEASE ANSWER ntE FOLLOWING QUESTIONS BY PLACING AN 'X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;........................................................................ ". . ~ e ~: ~::~ ~:~~~~i:~:~:~~a:s~~..~~~~~.~~~.~~.~~.~.~~~~.~~.~.i~.~~~~::::::::::::::::::::~~~~~~.................... 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 oonsideration? ................_........_...................... ............... ,....... .........-.............. ........ ........ .... 0 o o 181 181 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under pena"i~ 01 perjUry. I declare that , have exarrlned tfUs re(um, induding ~ sc:hedliBs and statements, and to the best cl my knowledge and be_et. it is tNe. correct and ~le_ Declaration of preparer o~hl!"_th<!n-.!~I representative is based on all information 01 Which preparei' has any kI"lOW'Iedge. SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS slld-~RE{.~NS~~U""- AOOREsS ~~~TIr~l~f~t~2~1 , R.D.2 Box 215A LoysvUle, P A 1704L DATE 1 ( /1'1 Iv z DATE Itll tf /0 'L 10 East High Street Carlisle, PA 17013 DATE 11/;<1/02- ACORESS 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)l. The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even jf 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 an 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. ~9l16 (al (l)]. The tax rate imposed an the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. 99116 (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. *' SCHEDULE A REAL ESTATE CQt.MJClNWEAL TH OF PENNS't1.VANlA INHERITANCE T /l;x RETURN RESIDENT DECEDENT ---.---'--.-- ---- -_.._-----_._--_._..._~-- ----~------ ---.- --- -- ---- - .--- -- ----,..------------- ESTATE OF WARNER, ELSIE L. FILE NUMBER 21-02-00512 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wimng seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jolntly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 133,400.00 Residence and approximately 4.24 acres situate in Upper Frankford Township, Cumberland County, P A, known as 4019 Enola Road, NewviJIe, being parcel No. 43-05-0417-011. (Assessed value) TOTAL (Also enter on Line 1, Recapitulation) 133,400.00 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY CClf.'M:)NWEAL TH OF PENNSYLVANIA lIIHERrT ANCE TAX RETURN RESIDENT DECEDENT ..----.L_.___ ESTATE OF WARNER, ELSIE L. FILE NUMBER 21 - 02 - 00512 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. M&T Bank, Checking #732001 VALUE AT DATE OF DEATH 1,913.10 ITEM NUMBER 1 DESCRIPTION 2 M&T Bank, Savings #15004200599867 1,890.40 3 M&T Bank, CD. #31003911176723 15,183.08 4 M&T Bank, CD. #31003911176731 7,421.51 5 M&T Bank, CD. #31003911176757 14,392.51 6 Blue Cross/Blue Shield, refund of premium 337.35 7 P A property lax rebate for 2001 500.00 8 Refund on extended vehicle warranty 365.00 9 Proceeds from sale of 1996 Ford Taurus 6,000.00 10 Erie Insurance, refund of premium, vehicle insurance 43.00 11 Household furnishings 1,000.00 TOTAIL (Also enter on Line 5, Recapitulation) 49,045.95 *' 5CH3JUI.E H FlN:RAL.EXPENSES& ADMNSTRA11VE COSTS COMMONWEALTH OF PENNSYlVANIA NHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF : FILE NUMBER 21 - 02 - 00512 WARNER, ELSIE L. Debts of decedent must be reported on Schedule I. - -,- _._------------~- ITEM NUMBER A. AMOUNT DESCRIPTION FUNERAL EXPENSES: Egger Funeral Home, Newville, PA 2 Monument inscription B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid Zip State 2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address Slate Zip 4. City Relationship of Claimant to Decedent Probate Fees Register of Wills, Cumberland County 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I 2 3 Other Administrative Costs Cumberland Law Journal, advertising Letters Testamentary The Sentinel, advertising Letters Testamentary M&T Bank, estate account fees Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 5,967.00 85.00 0.00 7.000.00 255.00 75.00 90.59 10.00 2,894.30 16,376.89 '* SchecUe H Fu1eraI Elq)et 5 8 5 & Am lit i.1lc4ive CoslsconinJed COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT , FILE NUMBER 21 - 02 - 00512 ESTATE OF WARNER, ELSIE L. -; 4 Adams Electric Co-op, electric service pending disposition of real estate 5 6 7 8 9 10 II Sprint, telephone service Kough Bros., heating oil pending disposition of real estste Real estate, school taxes, due pending disposition of real estate The Sentinel, car advertisment Westfield Companies, homeowner's insurance Register of Wills, filing fee, inheritance tax return Reserved for additional probate fee, filing fees and miscellaneous expenses Page 2 of Schedule H 300.00 39.39 400.00 1,307.42 27.49 305.00 15.00 500.00 '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COl.NQNWEAlTH OF PENNS'II.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT L-_______ , ______~_~ u__ ___u ---~-~-_. FILE NUMBER 21 - 02 - 00512 ESTATE OF WARNER, ELSIE L. Include unreimbursed medical expenses. ITEM NUMBER I DESCRIPTION AMOUNT Adams Electric Co-operative, account payable 45.58 2 Sprint, account payable 28.19 TOTAL (Also enter on Line 10, Recapitulation) 73.77 *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENf DECEDENT ESTATE OF WARNER, ELSIE L FILE NUMBER 21-02-00512 RELATIONSHIP TO DECEDENT _" __L_--..Da...NolUst.Trustee.(sl- AMOUNT OR SHARE OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Debra C. Meek . 4015 Enola Road, Newville, PA 17241 . Daughter 112 estate residue 2 Carin G. Stone R.D. 2, Box 215A, Loysville, PA 17047 : Daughter 1/2 estate residue Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate. on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET rU11I1 V Jew - PUDIlC tax tlle 4-JU--UL.tpJ Page I of I Form View public tax file 4-30--02. fp5 I::I9me. I Help Search I@b_I~_'L~~ Viewing: 1 of 1 District_Number 43 Parcel_Identifier 43-05-0417-011 Map_Suffix_Number House_Number 4019 Street ENOLA ROAD Owne'_Name_' WARNER, C EVERETT & ELSIE L OWner_Name_2 Land_Use_Code R Property_Description & SR 0944 living_Area 1933 Current_land_ Value 45180 Current_lmprovement_Value 88230 Current_TotaLValue 133410 Current~Preferred~ Value Acreage 4.24 CleanGreen_Status Taxable_or_Exempt 1 Sale_Amount 1 SaI@_Month 04 Sale_Day 07 Sale_Century 19 Sale_Year 87 :i -2 -- "0 h_ t.// -;" II ScLcU Il ~ Jtr'~ / http//205.247.22 7.59: 5 91 /FMRes/FMPro? -db=pub Ii c%20tax%20fil e%204-30--02. fp5&-o.. 5/22/2002 ~M&fBank June 14, 2002 RE: Estate Search The Estate of: Date of Death (0.0.0.) ELSIE L WARNER 5/16/2002 To Whom It May Concern: Identified below is the account infonnation requested. l. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $1913.10 $.00 CHK 732001 ELSIE L WARNER 4319 OPENED 9/67 15004200599867 ELSIE L WARNER 4319 OPENED 7/83 3 I 0039 II 176723 ELSIE L WARNER 4319 OPENED 6/96 31003911176731 ELSIE L WARNER 4319 OPENED 8/89 31003911176757 ELSIE L WARNER 4319 OPENED 12/89 $1890.40 $.39 SAY CD $15,183.08 $555.37 CD $7421.51 $202.31 CD $14,392.51 $107.09 2. Loans, Mortgages, or other obligations tided in the decedent's name Account Numher Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (7] 6) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY:tj: ti..''YJ'Z~~~ ~ _.-aA'- '~L-.. Authorized Signature DATE: (P-/L(_OZ- jJcL{L~ c:; Jt:~ 1- r Manufacturers and Trad8P; Trust Company. 1100 Wehrle Drive, Po. Box 767, Bu/tab NY 14240-0761 ;>___J ~ 'Q) ~ LAW O""ICES WILLIAM F. MART.ON. P. C. LAST WILL AND TESTAMENT I, ELSIE L. WARNER, of Upper Frankford Township, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I give, devise and bequeath all of my estate, both real and personal property, unto my husband, C. EVERETT WARNER, absolutely. I nominate, constitute and appoint my said husband as Executor of my Estate. 3. In the event my said husband shall predecease or fail to survive me, then I give, devise and bequeath all of my Estate, both real and personal property, in equal shares, unto my daughters, DEBRA C. MEEK and CARIN G. NAILOR, absolutely and I appoint my said daughters as Executrices of my Estate. , /} I"!' IN WITNESS WHEREOF, I have hereunto set my hand and seal this ex day of J---u.rru...- , 1981. G'k:U 'f iJnAMVlr Elsie L. Warner (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named ELSIE L. Page I ~w OFnCES "LLI....a.l F. MAfl:T60N. P. c. WARNER, Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix and of each other. I S/ t~t'lA- ;nJ d !1ldJ];YlL- .. / 17 &1J~' f' l~l'~ . ,J Page 2 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, ELSIE L. WARNER, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the 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. /s/ i'!'j /, C"r:lI.,' ,,(~ II~, 111''; Sworn or affirmed to and acknowledged before me by ELSIE L. WARNER, the Testatrix, this cJ /JIV day of 9a'l1L- , 1981. / / / r/ (},,]1IIit:J..,) Ai; '1,',:1 i> /d N 6tary PUDlic COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) We, !v~[/;u.>>" d JJ1KWIX- (;Jtl ~4di.r;~(L.>tt:..- the witnesses whose names are signed to the attiched or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw ELSIE L. WARNER, sign and execute the instrument as her Last Will; that ELSIE L. WARNER signed willingly and that ELSIE L. WARNER executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of ELSIE L. WARNER, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. SS. 'If u?, /1/ (Gj4;; /; J&r'f?U- A~d~jJf?r1; ft, 1?; ~~/ Sworn or affirmed to and subscribed before me this d <r.Ac (.[1U- ,1981. day of I /1 Notary .-/tt/ltCl d./ Public ) ./ (;. !."ft t.: (, f;4!!J LAW OFT1CE6 'w'ILLIAM F. "'''''RTSON.. P. C. ~ F:\F1LES\DATAFILEIESTATES\4417-notice.cer CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Elsie 1. Warner Date of Death: May 16, 2002 File No. 2002-00512 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about July 5, 2002. Debra C. Meek 4015 Enola Road Newville, PAl 7241 Carin G. Stone R.D. 2, Box 215A Loysville, Pa 17047 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: July 5, 2002 Signature Name c.wJ2C-f2:J) Carl C.Risch, Esquire MARTS ON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Attorneys for Personal Representative ,',- MARTSON DEARDORFF WILLIAMS & OTTO MDW&O bF(lR.\.lATJO',J . ADVICE' AnV()CACY if ATTORNEYS & COL'NSELLORS AT LAw TU.EJ'flllNE F..\CSIMllE I:"JTERC.JU (717) 243- 3341 (717) 243-1850 www.mJwo.com WILLIAM F. MARTSON JOHN B. FOWLER III EDWARD L. SCHORPP DANIEL K DEARDORFF THOMAS J, WILLIAMS * Ivo V Ono III GEORGE B. FALLER JR.'" CARl. C, RiSCH MARK A. DENLINGER DAVID R. GALLOWAY TES EAST HI(;H STREET CARLISLE, PENNSYLVA:"JIA 17013 August 14, 2002 -BOARD CERTIFIED CIVIL TRIAL SPECl!\L1ST HAND DELIVERED Office of Register of Wills Cumberland County Courthouse Carlisle,PA 17013 RE: Estate of Elsie L. Warner Estate No. 21-02-0512 Date of Death: May 16,2002 1'- Dear Folks: Enclosed with this letter is estate check number 0098 in the amount of $7,000.00 representing payment of Pennsylvania Inheritance Tax in the above-referenced estate. Will you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. Very truly yours, MARTS ON DEARDORFF WILLIAMS & OTTO ewJ2C12~ Carl C. Risch CCR/clm Enclosure F:\fILESIDA T AFILE\EST A TES\44171-row, I INFORMATION. ADVICE. ADVOCACy'M 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 RISCH CARL C 10 EAST HIGH STREET CARLISLE, PA 17013 nnnn fold ESTATE INFORMATION: SSN: 207-22- 1564 FILE NUMBER: 2102-0512 DECEDENT NAME: WARNER ELSIE L DATE OF PAYMENT: 08/14/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/2002 NO. CD 001526 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CARL C RISCH ESQUIRE MOW & OTTO A TTYS CHECK# 0098 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $7,000.00 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV~1162 EX{ll-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RISCH CARL C 10 EAST HIGH STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 207-22-1564 FILE NUMBER: 2102-0512 DECEDENT NAME: WARNER ELSIE L DATE OF PAYMENT: 11/20/2002 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/2002 NO. CD 001866 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $101.37 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CIO MARTSON ET AL DEBRA C MEEK CHECK# 105 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $101.37 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) O1K Name of Decedent: Elsie L. Warner Date of Death: May 16,2002 FileNo.: 21-02-512 Social Security No. : 207-22-1564 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state thefollowing: a. Did the personal representativejile ajinal account with the Court> Yes X No b. Tbe 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 X [The executors were the only parties in interest so no accounting was necessary.] Copies of receipts, releases, joinders and approvals ojformal or informal accounts may be flied with the Clerk of the Orphans' Court and may be attached to this report. e~:J2.. Signature: Name: Address: Carl C. Risch, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative d. Date: January 13,2004 F\FILES\DA T AFILEIEST ATES\4417-1>rep /"}-/'6- 7 '\. 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 CARL C RISCH MARTSON ETAL 10 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-20-2003 WARNER 05-16-2002 21 02-0512 CUMBERLAND 101 ESQ '* REV-1547 EllAFP tDl-051 ELSIE L Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE"v=is4j-iiOiFP-[oFii3Y-NOT-icniF-YNHi'ifiTAifcE-TAinipPRA-isi'~'-ENi"~--ALrDwAi'-cE-cjR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WARNER ELSIE L FILE NO. 21 02-0512 ACN 101 DATE 01-20-2003 TAX RETURN WAS: I X I ACCEPTED AS FILED I CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS- .00 X 00 = .00 165,995.29 X 045 = 7,469.79 .00 X 12 = .00 .00 X 15 = .00 1191= 7,469.79 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 C) 4. Mortgages/Notes Receivable {Schedule Dl 5. Cash/Bank Deposits/Misc. Personal Property {Schedule El 6. Jointly Owned Property {Schedule Fl 7. Transfers {Schedule Gl 8. Total Assets [11 121 131 141 151 161 171 133.400.00 .00 .00 .00 49.045.95 .00 .00 [81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts {Schedule Jl 14. Net Value of Estate Subject to Tax 191 [101 16,376.89 73.77 [111 1121 1131 1141 NOTE: To insure proper credit to your account3 submit the upper portion of this form with your tax payment. 182,445.95 16.4~n 66 165,995.29 .00 165,995.29 . PAYM"NT ". \+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID I-I 08 14-2002 CDOO1526 368.42 7,000.00 11-20-2002 CDOO1866 .00 101. 37 TOTAL TAX CREDIT 7,469.79 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED3 SEE REVERSE 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"" (CRl3 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I /,.{ -c2S.3 - Y 'v .UREAU ~F INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1547 EX iFP (Ol-OSl JAMES D FLOWER SAIDIS ETAL 26 W HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-28-2003 LEWIS 05-06-2001 21 01-0512 CUMBERLAND 101 WILLIAM F Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=isW-EX--,\j:'p--fiiFiiiY-NCii'"fCE--OF-YNHE'ifiTAN-CE-YAX-A"PPRA-isEifENi"-,--ALi.-OWAN-CE-iiri----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEWIS WILLIAM F FILE NO. 21 01-0512 ACN 101 DATE 01-28-2003 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate {Schedule AJ (1) 2. Stocks and Bonds {Schedule BJ (2) 3. Closely Held stock/Partnership Interest (Schedule CJ (3) 4. "ortgages/Notes Receivable (Schedule OJ (4) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ (5) 6. Jointly Owned Property {Schedule fJ (6) 7. Transfers (Schedule GJ (7) 8. Total Assets NO. 02 .00 .00 .00 .00 3.525.66 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this for.. with your tax payment. 3,525.66 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 Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 415.00 .00 (11) (12) (13) [14J 41~ nn 3,110.66 .00 551,675.75 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) IS. Amount of Line 14 taxable at Collateral/Class B rate (IS) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 551,675.75 X 045 = 24,825.41 .00 X 12 = .00 .00 X 15 = .00 (19)= 24,825.41 . K.~.LrI l+, AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 08-03-2001 CDOOO116 1,241.27 27,500.00 TOTAL TAX CREDIT 28,741. 27 BALANCE OF TAX DUE 3,915.86CR INTEREST AND PEN. .00 TOTAL DUE 3,915.86CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) . . REV-1470 EX (6_88) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER William Fielding Lewis 2101-0512 REVIEWED BY ACN Sandra J Eslinger 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H 7-8 Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania inheritance tax purposes. ROW Page 1