Loading...
HomeMy WebLinkAbout02-0558Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Lynette Timblin No.~_~_ also known as Deceased Social Security No. 177-16-7895 who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) QX A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r 1x named in the last Will of the Decedent, dated 01/22/99 and codicil(s) dated None 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 otter execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration d.b.n.c.t.a; pendente life; durance absentia; durance minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent lek no Will and was survived by the following spouse (if any) and heirs: or principal residence at 100 Mt. Allen Drive, Upper Allen Townshi (list street, number, and municipality) Decedent, then 80 years of age, died 05/29 02, at Messiah V111age, Mechanicsburg; PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) - All personal property S 40 , 000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA)' Personal property in County g Value of real estate in Pennsylvania ~ g situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family Prepared by the Pennsylvania Bar ASSOdatlon ~ ~ - `-~ ~ ,.. I© Copyright (t) 1996 form software only CPSystems, Inc. Form 14 W-t (1991) Oath of Personal Representative Commomvealth of Pennsylvania County of Cumberland 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 Decedent, Petitioner(s) will well and truly administer the estate~ording to law. o Sworn to or affirmed and subscribed before me this 12t15tay of JUNE 20 2 ' ~ _ r~;~.~ MARY LE4VI5 For the Register Estate of Lynette Timblln Deceased Social Security No: 177-16-7895 Date of Death: 05/29/02 AND NOW, JUNE 12 2002 x1A,c , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~X Testamentary ~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lire; durante absentia; durante minoritate) are hereby granted to en Sherman in the above estate and that the instrument(s) dated 01/22/99 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES C~ Letters...... ..... S 70 00 t'O ~'" IS Register of Wills Short Certificate(s)..... S 12.00 ~ j~ Renunciation. S Attorney: J n M. W le rVE\s ulre Affidavits . $ Ezlra Pages ( ) Codicil. . JCP Fee . . inventory. Other . Teen I.D. No: The Wiley Croup S 71 00 Address: One S. Baltimore St. '~ ~ 4. $ Dillsbui g PA 17019 $ 5 00 Telephone: 717/432-9666 $ FILED: 8-12-02 MAILED: to atty 6-12-02 TOTAL.. $ 108.00 Form RW-~ (1991) Prepared by the Pennsylvania Bar ASSOdarion Copyrighl(c)1996 form software only CPSystems,Inc. T'his is ro ceai(~• that the inlormation here given is correctly copied from an anginal certificate of death dtdy filed with me as Local Registrar. l'he original certificate will be forwarded ro the State Vital Records Office for permanen[ filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, S?.00 Local Registrar P 84792 ~T<,. x,D3,.3a.. ve> *roF.ramr a„exr E Pwacxw ,.~:~h~ '. ~ '~~.: Bare COMMON WEALiN OF PENNSYLVANIA • DEPARTMENT OF HEALTH • V?AL RECORDS CERTIFICATE OF DEATH " sex t33cuarv _ - aPav - _ LYNETTE TIM BL IN 3 E ~ F. Female 177 16 7895 - a xaa May 29 2002 u xDEa wr __ _ ~ M .-. Dm,. , v.W o"i`d`.o,<am' PA wcF OOEaNrc..[.[~wm. _ -- ~~ ' ~ o U „„,,••.p ~~~3 remeMt ~lla9 80 dune 25 192 JJew Kensington, ' mm I] Ea,Dmx.,. CJ s .[ ' m a Dxrr of CFRx cnr eeaD.lwP,>DE snc.mxu,E m•mw.uo. am m.ew°..wm w.SceceDEaroPxawx,coanW wa am..m.mmMm. a.[E w>„~., pp er Allen Twp . '."WCmm... ,3,.~., n " ;. Cumberland etPhanresbur /l /e-S.sy,y L./,//~r F e",,,W ,^ u,,, a ,, x White xw3rar v~a __ ce CfMeYFAW DenDEnr3ewcuax :m""Omro°N:°w,a~,m.Y.mi sanMEDPOrwFSr w::w.3'w'W"SVnmM::a: ~" : Y „ ,u ° Ero " ~ Y . . ~ .,, ., ,.m . Homemaker own home ^'~ I"W F`"`"°"°i "" :°o" °"°"'°"°`"' ,. •, ro x,.3 '= 12 E~eDEx*~, Aa„naDU,E33,mw,. ~,,,,„,., ~;°;~„Em•, E ,Married Robert Timbl in ~ *u^L 2139 Coventry Court 3i0ENCE "`w^•-PENnsvlvan is _ ,,,.81 r,,,a.~,,,,,,mY, Hpper Allen TyYp _ ___,w w wE Mechanicsburg, Pq 17055 .~.m. C~berl nd __ mw•°-•^•^ R„EN SNNIEIfum, M.,m,. taul ~ amwro, Ia.I] M _ , _ ,>m. faun , .a,uu Ymbd-.. _._-. William John Petflerick _ __.. [t WiNER'S,UYE _- wrcaMa rsxwErrrmN I "- L nette Richardson wr aauwrsfuFWD.macm,m.m cn+vm, wx. rmcaD., Co67ee n Sherman MerNDDwD 2139 Coventr Court - Mechanicsburn p ~ PA 17055 ~ . W KI e~..w~O x o~F OEwsPOa*ax ~aP~srosnnx-xm..ac,m.,.n. c,. -- ~ s~.Cl wr. xm~ m.mw ocn,ax-c"fam, s...mcme. ww y'~ • D[mm~,tl ~~15gcry`---- -- -n June 1, 2002 , Greenwood Memorial Park • SNL1. a4 i3 Lower Burrell p PA 15068 ,,, , EE _ IP ncl BSUC CFHSFNDMBEfl E.WDADDIIESSCFF,CµIiY mFD 9x008 a 217 Free o t Ro dd aw .ROSS G. WAFN ER ,Y, Mu;. FH. ,LTD.. New Ken iRo~Dn. ~A 150fi >+. „ ~ °. M N m cFx i M1 " ° ,`~ t:m, p~ ~_~~• p DNE FI1pxfAl EDD.DIMmn, ucy. nx ~s- Mx.xKOad,F~`o. K3 rvms c.sEaEfEaam ro MEma.Em. .. ,o.. m.[^ oiaW,.mn..=um.w' ,.+a,.,[n."tuw,. anon-wn..n,um ~~m m+.vw~m.uia,,. -___ warm- w. y,;Mm.. mx ~ wH •°'^"" .FE CaucW w WMwM'a..wN«~mwxil. ~na ,~.. e..w .. a" [mow .,.~,m~~~ (n~o,~( Hr~~ ,i (yr ( r,.i ~ - - D ~,E DN - ___ t c -] - Du ro a --- --_ __ rc cw aEacE~ -' . wEm,on.s.co-ssE,.,ixcE Oa ..- -.-- __- - r _- .._- _._ ~ravgrna„n11wFl - - -..~__ YMSaxauroP3r wea w o -os uwE a m _ - __- - - _ , _.._ _ reamor,MED, umf woamY t~FSCa~aFw .,x E -_ ~" ~ w '" . wwroccxfla D wm c a , nwa E ~ ,f ov ~ o CJ .. n .~,.,, ^ u xon ry. a xa ~i ... I] x~ ^ 3_m. ^ D~ mm. W mm. m.we ^ ~ a: x,Da. M. - s - NUn. mm. m,..,.,mY.aM~ IICCR,M,SVma C"ao.m, AnM .___. ]w. .». ,. M .w. iEOS.:, 1 . [rar,E,EArm.:m,.ma - Dea.,,r,aDNx.F,D,.x . .aDxDMxDxa.xDDEN M1wpu[,mr.rowpF, [u..WnW .yu .bp...,uq .m W.[WV,a wm.........M.e _ LI ~ ~9GUEOM av ~+r .~ n^.1 u ~ 1 i Ss ~ b i73~o z. ' YWEW[O O ..min r..xYa, °' NAME nxDAfIX, GE xw,gCOM C.u3EOf DEpx --- Itm[iliyfmgP _ } .... (f,.n ~rt Cl_. L( ~` .... ..... . on x.., IN.,m. W[, .neau uu..l.luw •,.n, ~.. ...... LI '. t ~ ass GMUUx yuatx ~-~~ ~`~~" f (.~x~o Y~:'} r/c e vl S l c rJ(~I,,,,,,,,~ II E I~nN~m ._ _ _.. .. .... ... ...~ ~ n.4 LAST WILL AND TESTAMENT OF LYNETTE TIMBLIN ? i-o~-K,Sg' I, LYNETTE TIMBLIN, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article N All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath as follows: (a) Twenty-five percent (25%) to my son, PAUL W. TIMBLIN, of Lemgo, Germany, if he survives my death by thirty (30) days. If he does not so survive my death, then to his spouse, Sandra Timblin, of Lemgo, Germany, if she survives my death by thirty (30) days. If she does not so survive my death then to the issue of Paul W. Timblin, per stirpes; (b) Twenty-five percent (25%) to my daughter JANICE E. COPLIN, of Shiremanstown, Pennsylvania, if she survives my death by thirty (30) days. If she does not so survive my death, then to her issue, per stirpes; (c) Twenty-five percent (25%) to my daughter, COLLEEN SHERMAN, of Mechanicsburg, Pennsylvania, if she survives my death by thirty (30) days. If she does not so survive my death, then to her issue, per stirpes; and (d) Twenty-five percent (25%) in equal shazes to JONATHAN L. FULLMER, JOSHUA W. FULLMER and JULIE A. FULLMER, all of Roanoke, Virginia. I give, devise and bequeath the share of any deceased, named grandchild to his or her issue who survive me, per stirpes, or if he or she has no issue, the share is to be added equally to the shazes of my surviving, named grandchildren. If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her share to his or her issue who survive me, per stirpes, or if he or she have no issue, the shaze(s) aze to be added equally to the other shares. Article V If a beneficiary under this Will has not attained the age of twenty-eight (28) years, the shaze of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, caze and education of the child until the child attains the age of twenty-two (22) years. B. Upon attaining the age of twenty-two (22), one-third (1/3) of the child's share shall be distributed outright to the child. C, Upon attaining the age of twenty (25), one-half (''/x) of the child's remaining share shall be distributed outright to the child. D. Upon attaining the age of twenty-eight (28), the remaining principal and accumulated income of the child's shaze shall be distributed outright to the child. E. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article VII In order to cant' out the purposes of the Trust established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, and (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death. 4 (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services aze performed. Article VIII I hereby appoint CAREY L. FULLMER, of Roanoke, Virginia, as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of CAREY L. FULLMER, I nominate and appoint my daughter, COLLEEN SHERMAN of Cumberland County, Pennsylvania, as Successor Trustee of any Trust(s) created in this Will. Article IX I nominate, constitute, and appoint my daughter, COLLEEN SHERMAN, Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever ofmy Executrix, I nominate, constitute and appoint my daughter, JANICE E. COPLIN, of Cumberland County, Pennsylvania, successor Executrix ofmy Last Will and Testament. I direct that my Executrix or successor Executrix be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if living. My Executor shall receive reasonable compensation for services rendered to my estate 5 Article X In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death and (j) to receive reasonable compensation in accordance with their standazd schedule of fees in effect while their services aze performed. 6 IN WITNESS WHEREOF, I, LYNETTE TIMBLIN, hereby set my hand to this my Last ~d Will and Testament, on this ~ day of Pennsylvania. 1999, at Harrisburg, .~ -~y~ ~~ LY~ TTE E TIMBLIN In our presence, the above-named LYNETTE TIMBLIN signed this and declared this to be her Last Will and Testament, and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address ~~%~1 ~ ~/S ~ ~,~ ~ ~ icy %~L~,~~ Sys ~i mn~, ~~ n ~~ P/~ /~/O /' I, LYNETTE TIMBLIN, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by LYNETTE TIMBLIN, the Testatrix, this ~_ day of , 1999. t /. ~~ Notary Public Notarial Seal Sharon Messerschmidt, Notary Public Mechanicsburg Boro, Cumberland County My Commission Expires June 79, 2000 LYNETTE TIMBLIN We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) yeazs or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by ~~~i grin ~ ~~r~ .hnnnn~( inl~ ~~~ ,0.15 ar Q ' / Witness and ~t P.1~1 ~'" fir' °2 witnesses, this-~ day of ,~ , 1999. it tens ~~~~~~~~ Notary Public Notarial Seal Sharon Messerschmidt, Notary Public Mechanicsburg Boro, Cumberland County My Commission Expires June 19, 2000 8 CERTIFICATION OF NOTI R R TT.F. 5 6 (al Name of Decedent: Lynette Timblin Date of Death: May 29, 2002 Estate Number: 21-02-558 To the Register: I certify that notice ofbeneficial 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 July 22, 2002: Name Colleen Sherman 2139 Coventry Court, Mechanicsburg, PA 17055 Janice E. Coplin 51 W. Vine St. Shiremanstown, PA 17011 Paul E. Timblin Eikermannsbert 12, 32657 Lemgo, Germany Johathan L. Fullmer, c/o Carey Fullmer, 161 FHckorytown Rd., Carlisle, PA 17013 Joshua W. Fullmer, c/o Carey Fullmer, 161 I-lickorytown Rd., Carlisle, PA 17013 Julie A. Fullmer, c/o Carey Fullmer, 161 Hickorytown Rd., Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except persons not notified (N/A). Date: July 22, 2002 lcJ~,~~ nature Name: Jan M. Wiley, Esquire Address: One S. Baltimore St. Dillsburg, PA 17019 Telephone: (717) 432-9666 Capacity: Counsel for personal Rep. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1]1280601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WILEY JAN M ESQUIRE 1 SOUTH BALTIMORE STREET DILLSBURG. PA 17019 RFV-1162 EX111-961 NO. CD 002145 ACN ASSESSMENT AMOUNT CONTROL NUMBER tole ESTATE INFORMATION: ssnl: n~-tsa8s5 FILE NUMBER: 2102-0558 DECEDENT NAME: TIMBLIN LYNETTE DATE OF PAYMENT: 02/10/2003 POSTMARK DATE: 02/07/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/29/2002 101 ~ 51,218.16 TOTAL AMOUNT PAID: REMARKS: JAN M WILEY ESQUIRE SEAL CHECK# 0102 INITIALS: CW RECEIVED BY: DONNA M. OTTO 51,218.16 DEPUTY REGISTER OF WILLS REGISTER OF WILLS C/ DID Name of Decedent: STATUS REPORT UNDER RULE 6.12 Date of Death: M0.T2~ ~.O~Z Will No. ~I-O a-d 5SS Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completlon of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~/' No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No /. b. The separate Orphans' Court No. (if any) for the personal representative's account is: 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 .be attached to this report. Date: re type or print) Ong S . Qa1'~i mcxe.. S~-• Address 'D;I~sburc} ffl-l'lolq ~-,n ) 433-91e~Cp Tel. No. Capacity: Personal Representative Counsel for personal representative (MAH:rmf/AM3) Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Timblin, Lynette No. 21 - 02 - 00558 also known as Date of Death 5/29/2002 Deceased Social Security No. 177-16-7895 Colleen Sherman _ _- _ _-- - - _ - - - -- - ---- - The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following oven ory include all of the personal assets wherever situate and all of the real estate located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. IIWe 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. Attorney: I.D. No.: Address: Personal Represent Jan M. Wiley, Esq._ Signature: ~~4~~/l 1 22~GQ~!_ _-- Col een Sherman 06298 Signature: 1 S. Baltimore St. Dillsburg, PA 17019 Telephone: 717/432-9666 Signature: Address: 2139 Coventry Court Mechanicsburg, PA 17055 Telephone: 717-766-1063 Dated: Personal Property Schwab Securities Account 8838 0852: Total Personal Property 37,100.29 $37,100.29 (Attach additional sheets if necessary) Total Personal Property and Real Estate $37,100.29 Jan M. Wiley ' David J. Lenox Timothy 1. Colgan Christopher J. Marzzacco David E. Hershey Diana Woodside Bradley A. Winnick THE WILEY GROUP Attcirncys at Law Wiley, Lenox, Colgan &Marzzacco, P.C. February 6, 2003 Register of Wills Cumberland County Courthouse One Courthouse Squaze Carlisle, PA 17013 In Re: Estate of Lynette Timblin, deceased File Number 21-02-00558 Dear Register: Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status report with regard to the above captioned estate. Also enclosed is a check in the amount of $1,218.16 representing the tax due, a check in the amount of $23.00 and $2.00 cash representing the filing fee. Please return the recording receipts to my attention in the enclosed envelope. Thank you for your cooperation. Sin rely, ~~ , ~. Dawn Gladfelter/Assrstaht /dg encl. 1 South Baltimore Street • Dillsburg, PA 17019 • Phone: (717) 432-9666 • (800) 682-4250 • Fax: (717) 432-0426 Offices in Harrisburg • York • Carbondale www.w i leygrou p I aw.com 1IEV.lfOOE~.(I.to) w ... ,,"u> u"" w~8 :J:~..J U~.. ~ '. 17-l.eq-/O REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE OEPT,280601 HARRISBURG, PA 17128-0801 ... % W Q W [rl Q DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Timblin, Lynette OFFICIAL USE O~Jl{ c.... DATE-OF-DEATH (MM-DD-YEAR) ~E OF BIRTH (MM-OD-YEAR) OS/29/2002 I 06/25/1921 ~_.__. - -.. (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) I Timblin, Robe'!',\'. '1:81 1. Original Return o 4. Limited Estate 181 o o 2. Supplemental Retum o o o 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of deeth between 12.31-91 end 1-1-95 6. Decedent Died Testate (Allach copy ofWifl) 9. Litigation Proceeds Received FILE NUMBER 21 COUNTY CODE 02 YEAR_ 00558 _t:!l)MBER r SOCIAL SECURITY NUMBER j 177-16-7895 THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS -- i -SOCIAL SECURITY NUMBER" --..- _______n I o 3. Remainder Retum {dete of death prior to 12:13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A) (AIIechSch 0) Copyright 2000 form software only The Lackner Group, Inc. .... ill % ~~ 0% u~ AME Jan M. Wiley, Esq. IRM NAME (If applicable) The Wiley Group ElEPHONE NUMBER 717/432-9666 COMPLETE MAILING ADDRESS I S. Baltimore St. Dillsburg, PA 17019 (1) __...____None: (2) None .---- (3) None -------. (4) None (5) 37,100.29 (6) 12,778.34 (7) None (9) 18,194.01 ----- -~._-~ (10) 4,614.30 OFFICIAL USE ONLY (8) 49,878.63 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship % o ~ " ... ;r 11 ~ 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate 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) (11) 22,808.31 (12) 27,070.32 -._----------- 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subjectto Tax (Line 12 minus Line 13) (13) (14) 27,070.32 10. Debls of Decedenl, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (Iota I Lines 9 & 10) 12. Net Value of Estate (Line B minus Line 11) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 1,218.16 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1,218.16 ---,-----~~-- 20. 0 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) --~--.,. % 27,070.32 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ -.. " (17) ~ 17. Amount of Line 14 taxable at sibling rate x .12 '" 0 u g 18. Amount of Line 14 taxable at collateral rate x .15 (18) ~._-- ---- 19. Tax Due (19) Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: S'lREET ADDRESS 100 Mt. Allen Drive CITY n.....---,<-.~_.-.---r;;. .____ n____ I STATE PA !ZIP 17055 Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page Hine 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + 8 + C) 3. InterestlPenaity if applicable D. Interest E. Penalty Total Interest/Penalty (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. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) 1,218.16 ---_.~- (2) 0.00 (3) (4) 0.00 (5) (5A) (58) 1,218.16 m__._ 1,218.16 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:~~~:a~~;~at~:;;:~rt:;~'~~~~'f~~~~d'~';'i~~'i~~~~~;::::::.::::::::::::::::::::::::::::: ~ II c. retain 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?....... ......................................................... ................. ................................... D D D 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?............................ ............................................. 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 penalties of pe~ury, I declare that I have examined this retum, including accompanying sdledules and statements. and to the best of my knowledge and belief, it is true, correct and complete. Declaration of prep~.~rotherthan lheper~_,?nal representaliv~ls based on allinfOfTTlalion ofwhichpreparerh!l!!nyknowl&dga,,_____m_.______________ ____._ _____ ____um _______ SI~~~e~::~N RES~02BLE FOR FILING RETURN ADDRESS 2139 Coventry Court DATE ~~~aQ.JaJ"~ ) AooREss.Mechanicsburg, PA 1705~__ ",",-~;6 3 .. VV\I.^ ).y~ d-~'-{)3_ SIGN URE OF PREPARER OTHER THAlirnEPRESENTATIVE ADDRESS . --..---- DATE // Ja. fl. Wiley, Esq. 1 S. Baltimore St. ~ 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)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. 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 on the net value of transfers to orfor 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)J. The tax rate imposed on the net value of transfers to orforthe use ofthe 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. LAST WILL AND TESTAMENT OF LYNETTE TIMBLIN L LYNETTE TIMBLIN, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article ill I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath as follows: (a) Twenty-five percent (25%) to my son, PAUL W. TIMBLIN, ofLemgo, Germany, ifhe survives my death by thirty (30) days. Ifhe does not so survive my death, then to his spouse, Sandra Timblin, ofLerngo, Germany, if she survives my death by thirty (30) days. If she does not so survive my death then to the issue of Paul W. Timblin, per stirpes; (b) Twenty-five percent (25%) to my daughter JANICE E. COPLIN, of Shire mans town, Pennsylvania, if she survives my death by thirty (30) days. If she does not so survive my death, then to her issue, per stirpes; (c) Twenty-five percent (25%) to my daughter, COLLEEN SHERMAN, of Mechanics burg, Pennsylvania, if she survives my death by thirty (30) days. If she does not so survive my death, then to her issue, per stirpes; and (d) Twenty-five percent (25%) in equal shares to JONATHAN L. FULLMER., JOSHUA W. FULLMER and JULIE A. FULLMER, all of Roanoke, Virginia. I give, devise and bequeath the share of any deceased, named grandchild to his or her issue who survive me, per stirpes, or ifhe or she has no issue, the share is to be added equally to the shares of my surviving, named grandchildren. 2 If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her share to his or her issue who survive me, per stirpes, or if he or she have no issue, the share(s) are to be added equally to the other shares. Article V If a beneficiary under this Will has not attained the age of twenty-eight (28) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education of the child until the child attains the age of twenty-two (22) years. B. Upon attaining the age of twenty-two (22), one-third (113) of the child's share shall be distributed outright to the child. C. Upon attaining the age of twenty (25), one-half(Yz) of the child's remaining share shall be distributed outright to the child. D. Upon attaining the age of twenty-eight (28), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. E. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, 3 nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes oflaw. Article vn In order to carry out the purposes of the Trust established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and to sel! either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, ( c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, and (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death. 4 G) to receive reasonable compensation in accordance with their standard schedule offees in effect while their services are performed. Article VITI I hereby appoint CAREY L. FULLMER, of Roanoke, Virginia, as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of CAREY L. FULLMER, I nominate and appoint my daughter, COLLEEN SHERMAN of Cumberland County, Pennsylvania, as Successor Trustee of any Trust(s) created in this Will. Article IX I nominate, constitute, and appoint my daughter, COLLEEN SHERMAN, Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my daughter, JANICE E. COPLIN, of Cumber land County, Pennsylvania, successor Executrix of my Last Will and Testament. I direct that my Executrix or successor Executrix be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if living. My Executor shall receive reasonable compensation for services rendered to my estate 5 Article X In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, ( e) to compromise claims without court approval and without consent of any beneficiary, (f) . to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death and (j) to receive reasonable compensation in accordance with their standard schedule offees in effect while their services are performed. 6 IN WITNESS WHEREOF, I, LYNETTE TIMBLIN, hereby set my hand to this my Last ~ Will and Testament, on tbis ~ day of ;~RAr , 1999, at Harrisburg, Pennsylvania. L~h~~~~~ In our presence, the above-named LYNETTE TIMBLIN signed this and declared this to be her Last Will and Testament, and now at her request, in her presence, and in the presence of each other, we sign as witnesses. ~ c/f)wd1~ Address % ~~ 7iMI"~ (f; ~ r1 /7/(;7 f.L0Ix~) lA/ /!OA' JiQ/JUM0 'X"1,I~A;il -;0nn1IUL. (!~ ~/I,'dx7) 'p/J /7/0'7 I, LYNETTE TIMBLIN, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affinned and acknowledged before me by LYNETTE TIMBLIN, the Testatrix, this dd daYOf~.u <+.;, , 1999. Y \ ~~0/Jlu44~,JI ../ Notary Public -J #4./~ J~ L~TTE TIMBLIN Notarial Seal Sharon Messerschmidt, Notary Public Mech.n1csbur9 80ro, Cumberland County My CommIssIon Expires June 19. 2000 7 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each ofus in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under nO constraint or undue influence. Swom to or affirmed and subscribed to before me by /lris-hn /A!, Rue..h(lf1(Ln td;;JtJ (1) /3.t,vcJod(<VI<.../ , J _ Itness and f/)and/<: t: ;faun /~/) Ii-; / . witnesses, this ""~ -J 1/J.(,{1..(;t{7 7-1 ~ day of , hnua. '/i ' 1999. ., Wi ess, . ~7~ ./" . j Notary PublIc Notarial Seal Sharon Messerschmidt, Notary Public MechanicsburQ Boro, Cumberland County l My CommISSIon Expires June 19, 2000 8 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COfIMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21: 02:_00558 ESTATE OF . . Tlmblm, Lynette 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. . ITEM NUMBER 1 Schwab Securities Account 8838 0852: VALUE AT DATE OF DEATH -- 37,100.29 DESCRIPTION TOTAL (Also enter on Line 5, Recapitulation) 37,100.29 SCHWAB SECURITIES ~LUATION SERVICE@ Valuation Date: OS/29/02 Date of Death: OS/29/02 PAR VALUE/ ITEM CUSIP SHARES SECURITY DESCRIPTION 11 808515100 29,441.050 SCHWAS CHARI..BS FAMILY ros M:JNBY MItT PD 21 001957109 495.000 AT&T CORP COM 3) 001957406 159.000 AT&T WIR.ELB.SS aves INC COM 4) 549463107 71. 000 LUClI:NT' TBCBNOLQGIES me c<M Estate Evaluation ESTATE OF: LYNETTE TIMBLIN Page: 1. 8838 0852 Report Date: 09/27/02 PRICE SECURIi'Y ACCRUED DATES HIGH/ASlt LOW/BID MEAN VALUE DIV/IN': CO!efENTS OS/29/02 1.0000 1. 00000 29,441.05 """" OS/29/02 12.4100 11. 9500 12.18000 6,029.10 NYS" OS/29/02 8.2100 1.9500 8.07999 1,284.72 NY.,. OS/29/02 4.9900 4.7400 4.86500 345. 42 NY.s Totals =-=- $37,100:29 -~-- -'~.-o.oo ACCOON'l' TITLE: LDlETTB TIMBLIN HJstorical qu~te information will be obtained from sources believed to be fellable, but its accuracy and completeness cannot be guaranteed. The information is being provided for your personal, noncommercial use only. Charles Schwab & Co., Inc. does not give tax advice and is not responsible for performing mathematical computations beyond those presented. Please visit your local Schwab office with questions or call (415) 636-6231. @2001 Charles Schwab & Co.. Inc. All rights reserved. Member SIPCINYSE MKT3319.1 (01/01) . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~_._.."------- "--- __m.~____._ , I 1._____ ESTATE OF i FILE NUMBER I 21-02-00558 Timblin, Lynette If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A Robert W. Timblin ADDRESS 100 Mt. Allen Drive Mechanicsburg, PA 17055 2139 Coventry Court Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Husband B Colleen Sherman Daughter JOINTLY OWNED PROPERTY: ~: T LETTER I DATE ....Include name o~i:a~~~T~~t~u~~nP~~~;~::ccount n:~~er NUMBER F~:Nf~~Tr ~6i~~ I~r similar identifying number. Attach deed for jointly-held real lestate. ...~m .__.. DATE OF DEATH % OF DATE OF DEATH DECD'S VALUE OF VALUE OF ASSET INTEREST DECEDENT'S INTEREST 2 A & B 02/19/1998 Cornerstone FCU Savings Account: A & B 02/19/1998 Cornerstone FCU Checking Account: 29,731.50 33.333%! 8,603.90 33.333% 9,910.40 2,867.9~ i -_! TOTAL (Also enter on line 6, Recapitulation) 12,778.34 r: CORNERSTONE Federal Credit Union P.O. Box 118 1,5 East Gate Drive, Carlisle. PA 17013 Telephone (717) 249-1661 FAX (717) 249-8208 www.comerstonefcu.org Member founded - Service based September 9, 2002 The Wiley Group 1 South Baltimore Street Dillsburg,PA 17019 Attn: Jan M. Wiley RE: Lynette Timblin Estate Enclosed is a copy of my letter, dated 6/27/02, providing the information you had requested on our member Lynette Timblin's account number 6398. Please let me know if I can be of further assistance. (t~~ Carolyn M. Gantz Member Service Representative MEMBER SAVINGS ACCOUNTS FEDERALLY INSURED To $100.000 BY THE NATIONAL CREDIT UNION ADMINISTRATION r: CORNERSTONE Federal Creelit Union p.o. Box 1181, 5 East Gate Drive, Carlisle. PA 17013 Telephone (717) 249-1661 FAX (717) 249-8208 www.comerstonefcu.org Member founded - Service based June 27,2002 The Wiley Group 1 South Baltimore Street DiIlsburg, PA 17019 Attn: Jan M. Wiley RE: Lynette Timblin Estate S.S. # 177-16-7895 Dear Ms. Wiley The following is account information on the above referenced member per your request. Account number 6398 was opened on February 19, 1998 in the names of Robert W. Timblin and Lynette Timblin and Colleen Sherman. On October I, 1999 the account relationship was changed to Robert W. Timblin or Lynette Timblin or Colleen Sherman (copy of Transfer of Shares enclosed). Account balances on last transaction date 5/22/02: Account Type Savings Checking 5/22/02 Balance $29,720.10 $ 8,602.25 Interest Earned Thru 5/29 $lIAO $ 1.65 Total Balance $29,731.50 $ 8,603.90 Please let me know ifI can be of further assistance. (T~~-~. H // CMOlyn~G~" ~ Member Service Representative MEMBER SAVINGS ACCOUNTS FEDERALLY INSURED To $100.000 By THE NATIONAL CREDIT UNION ADMINISTRATION . I J SCtEDU..E H RH:RAI... EXPENSES & ADMNS1RATlVECOSlS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT -.--..---- ,,-.,-....- L I FILE NUMBER _ 21 -02_- 00558 ESTATE OF Timblin, Lynette Debts of decedent must be reported on Schedule I. -----.-.-- ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Ross G. Walker Funeral Home: 8,762.40 2 Ross G. Walker Funeral Home (grave): 1,595.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Colleen Sherman Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 2139 Coventry Court City Mechanicsburg State P A Zip 17055 Year(s) Commission paid 2003 AUorney's Fees Wiley, Lenox, Colgan, & Marzzacco, P.C.: 3,750.00 2. 3,750.00 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 State Zip 4. Probate Fees Register of Wills: 108.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I Cumberland Law Journal (Advertise): 75.00 2 The Sentinel (Advertise): 100.31 ; Total of Continuation Schedule(s) -+ TOTAL (Also enter on line 9, Recapitulation) 53.30 ___J 18,194.01 *' COMMONWEALTH OF PENNSYLVANIA INHERiTANCE TAX RETURN RESIDENT DECEDENT Schedule H FuneralE..pet ses & AminislJalive CosIs continued ESTATE OF Timblin, Lynette .. "3-\ Register of Wills (tiling fee): 4 Holy Spirit Hospital (last illness): I ___ __I I \ FILE NUMBER 21 - 02 - 0055_8 Page 2 of Schedule H 23.00 30.30 i SCHEDULE I '11 DEBTS OF D.ECEDENT' MORTGAGE LIABILITIES, & LIENS .-,- - , ."- j-FILE NUMBER 21 - 02 - 00558 . CCWMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RETlJRN RESIDENT DECEDENT ESTATE OF . TImblin, Lynette Include unreimbursed medical expenses. ITEM NUMBER I Messiah Village: DESCRIPTION AMOUNT 4,525.00 2 Internists of Central P A: 89.30 TOTAL (Also enter on Line 10, Recapitulation) 4,614.30 REV-1613 EX+ (9..00) --- ESTATE OF NUMBER I -------1-- n I. *' J SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT -I FILE NUMBER _u 21 - 02 - 00558 RELATIONSHIP TO DECEDENT ~.... Timblin, Lynette NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY AMOUNT OR SHARE OF ESTATE TAXABLE DISTRIBUTIONS (include outrtght spousal distributions) Colleen Sherman 2139 Coventry Court Mechanicsburg, PA 17055 Daughter One-Fourth 2 Janice E. Coplin 51 W. Vine St. Shiremanstown, P A 17011 Daughter One-Fourth I ISon i IGrandson One-Twelfth 3 Paul E. Timblin Eikermannsbert 12, 32657 Lemgo, Germany One-Fourth 4 Johathan L. Fulhner 161 Hickorytown Rd. Carlisle, PA 17013 See Continuation Schedule(s) attached Enterdoltar amounts for distributions shown above on lines 15 through 18, 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETi I ~'a~t....^ _ INHERITANCE TAX RETURN RESIDENT DECEDENT - .-..- Timblin, Lynette NUM-SERr u_ NAME ~~-D ADDRESS OF PERSO~;~~;I:G PROPE~';--- H I ~BLE DISTR-IBl.J-~nONS [include outright spousal distributions, and tran"sfers under . Sec. 9116(a)(1.2)] 5 'Joshua W. Fullmer , 161 Hickorytown Rd. Carlisle, P A 17013 I L I FILE NUMBER 21 - 02 - 00558 RELATIONSHIPTO---r-- DECEDENT ! AMOUNT OR SHARE Do Not List Trusteels) OF ESTATE SCHEDULE J BENEFICIARIES continued ESTATE OF Grandson One-Twelfth 6 Julie A. Fullmer 161 Hickorytown Rd., Carlisle, PA 17013 :Granddaughter One-Twelfth u' L ~------- Page 2 of Schedule J BUREAU OF INDIVIDUAL TAXES IM1HERITANCE TAX BIVISION DEPT. 280601 HARRISBURG. Pp 17128-0601 JAN M WILEY ESQ THE WILEY GROUP 1 S BALTIMORE ST DILLSBURG PA 17019 CUT ALONG THIS LINE REV-1547 EX AFP (01-03) NO DIS ESTATE OF TIMBLIN COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENi, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1561 EN RFP (n-5R~ DATE 03-31-2003 ESTATE OF TIMBLIN LYNETTE DATE OF DEATH OS-29-2002 FILE NUMBER 21 02-0558 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TICS OF INHERITANCE TAX ApPRAIS ALLOWANCE OF DEDUCTIONS AND ASS -RETAIN LOWER PORTION_ FOR_ YO LYNETTE FILE N0. 21 02-0558 t VT OF TAX ACN ) O1 nwrr• nz. z, ..... TAX RETURN WAS: ( )ACCEPTED AS FILED NA,CD 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) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Proper{y [Schedule E] 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) B• Total Assets [ X) CHANGED SEE ATTACHED NOTICE a) .00 [2)x_00 [3) .00 [4) .00 [5) 37.100 29 [b) 6.389 23 [7) .00 NOTE: To insure proper credit }o your account, submit the upper portion of this Porn with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: [e) 43,489.52 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) [q) 16,294 .01 10. Debts/Mortgage Liabilities/Liens (Schedule I) --~ 11. Total Deductions [lo) 4.614 30 12. Net Value of Tax Return (11) 90.908 31 13. Charitable/Governmental Bequss{s; Non-elected 9113 22,581 14. Net Value of Estate Subject to Tax Trus ts (Schedule J) [13) .00 NOTE: if an assessment was issued y refileet fiigures th t Pt 3 ~ l a (14) 7 22,581.21 a include he total ofi ASSESSMENT OF TAX: ALL returns assess ed~to date, and 19 will 15. Amount of Line 14 at Spousal rate (15) .00 00 16. 1 Amount of Line 14 taxable at Lineal/Glass A rata (16) 22'581 21 __ X 045 .00 7. Amount of Line 14 at Sibling rate ' _ X 1,016.15 18. Amount of Lina 14 taxable at Collateral/Class B rate [18) OQ 19. Principal Tax Due ~_ X 15 - ~ 00 ~ ~X CR ~~~ DITS• ~CTL a9)= 1,016.15 _I I ANOUNi PAID TOTAL TAX CREDIT 1,218.16 ALANCE OF TAX DUE 202 O1CR .NTEREST AND PEN. .00 ~ '- ""` I 2D2 O1CRI * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS iNAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A •'CREOIT•' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RE~_,<,oFr.~aa, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280fi0'I Lynette Timblin SCHEDULE I INO. H John Kuchinski INHERITANCE TAX EXPLANATION OF CHANGES 2102-0558 101 EXPLANATION OF CHANGES 1,2 The taxable value values of these accounts have been adjusted to reflect only the decedent's 1/6 interest passing to the daughter. The decedent's 1/6 interest passing to the surviving spouse is not reportable. B1 The deduction for personal representative commissions has been reduced from $3,750.00 to $1,850.00. No information was submitted with the return to indicate a demand for extraordinary services. The Department bases its ruling on the assets filed for inheritance tax purposes, reasonableness, research and complexity of the estate. ROW Page 1 ~j~- 69-0 COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE DEPT. 2806D1 HARR I58URG, PA 1]128-06D1 INHERITANCE TAX STATEMENT OF ACCOUNT NEY-1FA1 FX 1F1 c01-Ob RBCC~i'.::E::.. •:.-: AAfiE 04-28-2003 RBC ( '.:i~STATE OF TIMBLIN LYNETTE DATE OF DEATH OS-29-2002 FILE NUMBER 21 02-0558 JAN M WILEY ESQ O3 MAY 16 A1~Q4NTY CUMBERLAND THE WILEY GROUP ACN 101 1 S BALTIMORE ST Amount Remit{ad C;~~•rk DILLSBURG PA 17019 (;(~~pb~°~dlY] ,. ., . Fly MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE NoiE: To insure CARLISLE, PA 17013 Droper credit to your aecoun{, submit the upper portion of this form Ni{h your tax paynan{, CUT ALONG THIS LINE __-___ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-031 iiiii-INHERITANCE TAX STATEMENT OF ACCOUNT *N* --'-------------~ -------------------- ESTATE OF TIMBLIN LYNETTE FILE N0. 21 02-0558 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATETESHONN BEL N003 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: 03-24-2003 PRINCIPAL 7AX DUE :................. PAYMENTS CTAX CREDITS): 02-07-2003 CD002145 04-11-2003 REFUND ulaCUUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID .00 1,218.16 .00 202.01- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. • IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL DUE ( IF TOTAL DUE IS LESS THAN 51, NO PpVMENT IS REQUIRED. 1,016.15 1,016.15 .OD .00 .DO IF TOTAL DUE IS REFLECTED AS A ••CREDIT•• (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )