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Home My WebLink About02-0559wu! PETITION FOR PROBATE and GRANT OF LETTERS w,u Estate Mary L. Ceiman .. No..~.L-O~~~59. ........................... ............... also known as ...................................... ••~••••~••--"'-""""""""""""""'•••-•••- To: Register of Wills for the -•--•-•••~•••••••••~-~ •...... ,Deceased. County of um rlrnthe Social SecurrtyNo. , • •175-03-_2495 _ _ _ _ • • • ~ • ~ ~ • • ~ • ' ~ ' • • ' • Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners) is/xe~c18 years of age and the execut QI ................... named in the last will of the above decedent, dated .. ,December 7, 1994 }~ ...and codicil(s) dated ........................... . v'i~ll'<rtJefL.. ~><EC-t!ra,2 . -..1?E~d4~sED....19 t~~us t" . ~ o~ . l.F~i.I' ....................... . ................................................................................... (State relevant cvcumstanees, eg. Renunciation, death of executor, etc.) Cumberland Decedent was domiciled at death in Southampton Township County, Pennsylvania, with li'F... last family or principalresidence at , ,Shippensburg Health Care Center, 121 Walnut Bottom Road Shippensburg, PA 17257 . ..................................................... (list sheet, number and municipality) Decedent, then . 84... years of age, died .May 31 r 2002.. Xk~ at ..Shippensburg Health. Care. Center,. Southampton Township,.Cumberland.County, PA ...,..._. 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 incom- petent .... None ................................................................................... Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All pezsonal property $ ..160, 000..00 (Ii not domiciled in Pa.) Personal property in Pennsylvania $ .... _ . . (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: .....None The testatrix, by Paragraph Seventh of her will nominated her husband, David W. Geiman, 'as"Executor:'David- W: ~Geiinari'died''ori August ~20, 1995~.~ ~ ~Tfie" ~tes£aErix ~riominated ~her~ husband.'s .nephew,. Lane.Reineman,.as.surviving Executor,- who .is Ghe~petitioner herein. WHEREFORE, petitioner(s) respectfully request the probate of the last will and codicil(s) presented here- with the grant of letters ..testamentary therecn. ....................... (Testamentary, administration cl.a., administration d.bn.c.t.a.) Signature(s)and Residence(s) - of Petitioner(s) ane Reineman -~~..~~~.. 178 East Main Street ............................................................................ Fayettexille,.PA...LZ222 ............. 11- l~9- I I OATH OF PERSONAL REPRESENTATIVE COMMOMWEALTH OF PENNSYLVANIA ~ SS 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 above petitioner(s) will well and truly administer the estat according to law. Sworn to or affirmed and sub- ~~'~' ~ ' ' ' ' Lane Reineman scribed before me this .12ta1day of " " JUNE . ~?. 2002 .............. No.~ZI -o.~.-.55.q Estate of......Mary. L...Geiman ........................... Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, .. JUNE 13 2002 ggX(7~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 1)?cember.Z ..199.4 ............................................................................... described therein be admitted to probate and filed of record as the last will of . Mary L. Geiman .... . . ...... . ..................................................................................... testamentar ......................................... and letters ................Y.................._........... are hereby granted to.....Lane. Re.ineman ........................................................... .......................................... ....................... ........ \N~~~I Documents Attached: Register of~~ Oath of Subscribing Witnes(s) ~ ^ Oath o(Non-subscribing Witnes(s) ^ Oath of Witnes(s) to mark _ ^ Renunciation(s) /_ ~' ( ^ LETTERS 235.00 EXTRA PAGES 9.00 SHORT CERT. 6.00 JCP 5.00 TOTAL 255.00 FILED 6-13-02 mailed to atty 6-13-02 David C. Cleaver 07283 ATTORNEY (Sup. Ct. I. D. No.) 1035 Wayne Avenue Chambersburg,.PA...17201 ................ ADDRESS / 717-264-1110 , „1 ......... per/ / . ~ ti ;s co celn v [Sat r e information here given fs correcdv copied from an original certificate of death duly filed with me as [octl Regisrru ~fhe oii~inal eertifiute will be Corwarded ro the Srlre Viral Records Office for permaDenc filing. 4NARNING: It is illegal to duplicate this copy by photostat or photograph. Lcc fix this cerriRcaec, 52.00 Local Kcgistrar -_ P__8452602 ti~,. M~G,.~N M. N> 1Y.fI111iNr M Tl1Y,MEMI aua 00 U3[C CONMONW EALTN OF PENNSY WANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH ( .-......a.an. r.. trl fF% ECCW 9ECWYlY,II/Ya(11~__-~ , PVECI CEATM~IY,w.G0.'~1 NARY L. GE iMAN , FEMALE 175 - 03 2495 . , - ,, MAY 3i, 2002 M[M1S9.EY,1 IIMOEA,YFM 1aCE111[W G4E ff,aRM W,WI%fl ICMa4 ,I.YJ C(C,FNKTq .1M-,w.r'~OO.ms~i•1 1, ' N. d1'• 14u• 1 W~~ ,11na.. C,1'. ~, L•a Ea•P WN 84 .,. 8/3/1917 aiAl18EERSBURG, PA. .wr.^ Erorrr•G w%^ ~ ® G ~ 2 ~ , ~,q ^ 'ta,xnooE.aw an.aoro.rv.~ r%nm amw•....v++'rw~..s~ vaa ar orowt Ava.%o.o.•r..r.arFw. s. CUMBERLAN w G . D SHI PPENSeURG TWP SHI PPENSBURC HEALTH CARE CENTER ~„ «« i~.m'~°'O"` GFaorn~ a w. w.a GFau.A ever E~Ea.«E e=,.m~~ °° u.s.%waowcnr aaoaura,acarox u,„Iyy ...... SP~ ~~ IN CTOR CLOTHING MANUF. w0 rQh r«+F GFCwrra ••%,o•GaeuwaGME.~.araFFmF xara ' 740-D MENNO VILLAGE acmes n. ar PFNNA m ,,.®r.a...,.,•,w CRFFNF TWP ,,.~. ..r... NCHANBERSBURG, PA 17201 ,,,,,,,, r.w, ~~ ..F „~ FRANKI TN ,~~ A ,.er r• GaMrA,w~Fa,w>ur wG,[Aa a%uFF.a m.Ire.~,olr.A fj°`O LEWIS E. STONER , MARY E. SIGLER .aow,w,iw.,Enw.a.r Fraw,.ra a%a,a.GGrraaa..a srTV G.w LANE A. REINEHAN 178 E. MAIN ST., FAYETTEVI LLE PA 17222 a%GES, , ornon .....a~«w,y,n«.rr ~ocaax. al.r® Gr,rb,^ A...rF..sr.G .w~10N a~i,. rw. rr.n.ur G..+rO O ~~ ,.JUNE 4, 2002 NORLAND CEMETERY ,r CHAHBERSBURG PA 17201 ~ , waum uM aua,tn urmrasawu,r 013432-L a, R.G.SELLERS F.H. 297 PHILA. AVE., CHA!ffiERSBURC, PA 17201 C,yYrE•••,ieW.Ir,4YAq r •r~pry Ye•40.•. 0.,rmyi,FYN G,wrO,Yr•rM a.+w..~r.wy.,war.rw ~r~G 412NMMAIfA Ar.•tiNwo•a•.,% ^' ~%Erwagw~~-cE/p GEM E`A M•rl wN CISF OAEi1%[:Y E%%arE,u'.QVQyEA, a.wne frvws••.• + ... v~.m~nEr.,e..+ud.«wr.r. a~.,.+.. E. Tee.a MO wra~ar. +err.•.,.wa....n w,. ~s,w:r nvrte ~ •9.Ee,. mtll's.wOlgrYr W ~~ w I..~..,.F.. uY.%s a.~h Mllrl Y6,aaCWaF.v D a.~ =.+-....-. S O,r~ i p.! A Y.T tl %Cp6E011E Nfi Ch Ew~VifR%M ( GIEIOFAq.CbAE MfE OT >... c. 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A 6 I G.rF,u,G,ww.G...w, ~ ~ 9 Ia 6/ LAST WILL AND TESTAMENT OF MARY L. GEIMAN 2t-o2-559 I, Mary L. Geiman, of 2466 Philadelphia Avenue, Chambersburg, Franklin County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby declare this as and for my last will and testament hereby revoking all wills and codicils previously made by me. FIRST f direct payment of my debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. SECOND I give my entire estate to my husband, David W. Geiman, if he survives me by thirty (30) days. THIRD Should my husband, David W. Geiman, predecease me or die on or before the thirtieth (30th) day following my death, I give my entire estate as follows: A. I give the sum of One Thousand ($1,000.00) unto the St. John's United Church of Christ, located in Guilford Township, Franklin County, Pennsylvania. B. Twenty (20%) percent of the residue of my estate I give, devise and bequeath to my husband's nephew, Lane Reineman. C. Twenty (20%) percent of said residue of my estate I give, devise and bequeath to my great nephew, Mark Stoner. D. Twenty (20%) percent of said residue of my estate I give, devise and bequeath to Brent Stoner, child of Michael Lee Stoner. E. Twenty (20%) percent of said residue of my estate I give, devise and bequeath to Kyle Stoner, child of Michael Lee Stoner. F. Twenty (20%) percent of said residue of my estate I give, devise and bequeath to Evan Stoner, child of Michael Lee Stoner. FOURTH I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. FIFTH In addition to the powers conferred by law, I authorize my personal representative in their absolute discretion: A. To retain in the form received, and to sell either at public sale or private sale any real or personal property. 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 principle of diversification. D. To exercise any option or rights arising from ownership of investments. E. To compromise claims without court approval and without the consent of any beneficiary. SIXTH ~ I appoint the Farmers and Merchants Trust Company, of Chambersburg, Pennsylvania, guardian and trustee of any intangible personal property or the proceeds of sale of real or tangible personal property, including, but not limited to all proceeds of insurance on my life, which passes to a person under the age of twenty-five (25) years and with respect to which I am authorized to appoint a guardian or trustee and have not otherwise specifically done so, if the said sum exceeds $10,000.00 per person. In addition to the powers given by law, I authorize the guardian/trustee (a) to use such amounts of both income and principal as it in its sole discretion, deems proper for the support, education and ` welfare of such minor or beneficiary without leave of any court, and (b) to invest in any property without restriction to legal investments. The guardian/trustee shall not be required to give bond or furnish sureties in any jurisdiction. I hereby direct upon any beneficiary attaining eighteen (18) years of age that the guardian shall hold the funds in trust for any such minor or any other beneficiary under the age of twenty-five (25) years until such minor or beneficiary attains the age of twenty-five (25) years, and that all bequests to a minor, or all funds passing to a minor under this last will and testament, or any beneficiary under twenty-five (25) shall be held by the guardian as trustee of such funds until the said minor or beneficiary attains the age of twenty-five (25). SEVENTH I nominate, constitute, and appoint my husband, David W. Geiman, as Executor of this my last will and testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of my said husband, I nominate, constitute and appoint my husband's nephew, Lane Reineman, Executor of this my last will and testament. I hereby relieve my personal representative from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. IN WITNESS WHEREOF, I have hereunto set m hand and seal to this my last will and testament, this ~~iL day of e~ 1994. ' M RY IMAN Signed, sealed, published and declared by the above named testatrix, as and for her last will and testament in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~r~mlo~, C''~~, ~~ .-'residing at i'y~ j ,~ .~.,~ ,' ~.t C~-c 1 residing at C-~"~til~'~P~t_1C~ ci-^~ \ `( COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF FRANKLIN I, Mary L. Geiman, the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to !aw, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. We, e5s'e4 ~/ctuc>' nd ~n.r, ~ P~the witnesses whose names are igned to the atta ed or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the will as a witness; and that to the best of our knowledge the testatrix was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and acknowledged before me by Mary L. Geiman, the festal ix, and sworn to or affirm a~ subscribed to before me bye actid and R~n~ P- ;witnesses, this ~~-day of _ _~ , 1994. AR L. GEIMAN ITNESS ~~. ~h~~/ NO ARY Nc,::^al Seal Jo A iieicl yard No±ary Public Champ rshurg 6oro, Franldin County My Cornmission cxpires,4pnl 12,1997 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Date of Death: File No.: To the Register: Mary L. Geiman May 31, 2002 21-02-0559 I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on June 18, 2002. Brent A. Stoner 603 Wayne Avenue, Apt. 2 Chambersburg, PA 17201 Evan M. Stoner c/o Deborah L. Stoner 1820 Philadelphia Avenue Chambersburg, PA 17201 St. John's United Church of Christ 1811 Lincoln Way East Chambersburg, PA 17201 Mark A. Stoner 10248 Cardinal Drive Orrstown, PA 17244 Kyle E. Stoner 1820 Philadelphia Avenue Chambersburg, PA 17201 Notice has now been given to all persons entitled thereto under Rule 5.6(A). ~~ i;.} Date: June 18, 2002 ~~ ~ !~ "''~ ~.~~. avid C. Cleaver, Esq. Counsel for Personal Representative 1035 Wayne Avenue Chambersburg, PA 17201 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 260601 HARRISBURG, PA n128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 001578 CLEAVER DAVID C ESQUIRE 1035 WAYNE AVENUE CHAMBERSBURG, PA 17201 __-__ mle ESTATE INFORMATION: ssN: 175-03-zas5 FILE NUMBER: 2102-0559 DECEDENT NAME: GEIMAN MARY L DATE OF PAYMENT: 08/29/2002 POSTMARK DATE: 08/28/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/31/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $21,494.23 REV-1162 EXI11-961 TOTAL AMOUNT PAID: REMARKS: DAVID C CLEAVER ESQUIRE CHECK#103 INITIALS: AC SEAL RECEIVED BY: $21,494.23 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS RN-I500 EX +!&oo) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-l1601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W o w u w o OECEDENl'S NAt.E (lAST, FIRST, AND MIlJlJLE INITlAL) GEIMAN MARY L. DATE OF DEATH (WA-DD-Yefr") DATE OF BIRTH (MM-OO-Yea-) OfFICIAL USEON..Y P}-69- / / FILE NUMBER 2 1 -0 2 0 5 5 9 COiiijycoor ----vEM- - - 'iiiiiER- - SOaAl. SECURrTY NLJ+..eER 1 7 5-0 3-2 4 9 5 THIS RETURN MUST BE ALED IN DUPLICATE WITH THE REGISTER OF WILLS SOaAl. SEaJRrTY NUMBER w ... ::.:::!V,I 0"'''' w~g '"",...0 0.... .. '" 05/31/2002 08/03/1917 (IF APPLICABlE) SURVIVING SPOUSE'S NAME (lAST. FIRST, AfoI) MOOLE INrrlAl) N/A 00 1. Original Retum o 4. Limited Estate [R] 6. Decedent Died Testate (Altach~ofWil) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale of deaih aile.- 12-12-82) o 7_ Decedent Mainlaineda Living Trust (Allac:tl~afTrust) o 10. Spousal Poverty CrOOt (daIeafd8alh~ 12-31-91..1-1-95) 03. Remainder Retum {dale afdeaftl prior Ie 12-1J-82) o 5. Fedelal Estale Tax Retum Required L 8. Total Number of Safe Deposit Boxes o 11. Election 10 tax under See. 9113(A) f- "" OJ niHlS$!WrldNMOl!tiJi'tC6MiltEtEttAttl:;QRRit$PQNbl;NCEAf.lP,QQNiilDliN'tIAtitlli(iNiibflMAti6N~lli'l]iRiiIttilb!tOil NAME COMPLETE MAILING ADDRESS David C. Cleaver 1035 Wayne Avenue FIRM NAME (0 Applcab") David C. Cleaver & Associates P.C. TELEPHONE NUMBER 717-264-1110 Chambersbu PA 17201 ... z w o z o .. OJ W '" '" o o z o I- :s :J I- 0.. <l: U W IX: z o i= ~ :J 0.. ::;: o u ~ I- 1. Real Estate (SchedJle A) 2. Slocks and Bonds (SchedJle 8) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mort9a9es & Notes Receiv_ (SchedJIe D) 5. Cash, Bank Deposits & Miscellaneous Persooal Property (Schedule E) 6. Jointly Owned Property (SchedJle F) (6) o Separate Billing Requested [1) (2) [3) (4) (5) OFFICIAl USE ONLY 167,601.73 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7J (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedenl, Mortgage Liabililies, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9& 10) 12. Net Value of Estate (Line 8 minus line 11) 13. Charitable and Govemmental8equestslSec 9113 Trusts for which an election 10 tax has oot been made (SchedJle J) X 0_(15) X 0_(16) X .12 (17) 150.836.75 X .15 (18) 22,625.51 [19) 22,625.51 14. Net Value Subject to Tax (line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rale, or Iranslers under See 9116 (a)(1.2) I~.~, (8) 167,601.73 16. Amount of line 14 taxable al lineal rate 14,481.81 1.283.17 (11) (12) (13) 15.764.98 151.836.75 1,000.00 17. Amoun1 of Line 14 taxable at sibling rate (14) 150,836.75 18. Amount of Line 14 taxable at collateral rale 20. 0 "?"'!'i:!i:!'B€$UReti::tAI'$WERALtlillUEstION$ONRISlIESSESIDEAND?RECHECKIlilJictH!@@/" 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS . . Shippensburg Health Care Center 121 Walnut Bottom Road mY . I STATE I ZIP 17257 Shlppensburg PA Tax Payments and Credits: 1. Tax Due (page 1 Line 19) 2. CreditslPaymenls A. Spousal Poverty Credit B. Prior Paymenls C. Discount (1) 22,625.51 1.131.28 3. InteresliPenalty il applicable D. Interest E. Penalty Total Credils (A + B + C) (2) 1,131.28 TotallnterestlPenalty (0 + E) (3) 4. II Line 2 is !reater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is ~ter than Line 2. enter the difference. This is the T AA DUE. (5) 21,494.23 A. Enter the interest on the lax due. (SA) B. Enter the total 01 Line 5 + SA. This is the BALANCE DUE. (58) 21,494.23 .~.".w.,wW"." ... .... ~~kl!.g~ec~f!.ax~b!eto: f?E.r3.IS!E.~C!FlYI~~~, A(3E~r... . .. "W ...... ..... ww'.. [t~lWtWM1.4%&t$itfM@t*ffM11J.M1ili@Mfill$fM&t.ltllm%~tilt.Hrillq#1KMlilltl~~Mf.1Hf$Jif@J&ft.1'ilID1[ffilf.WJ;MtffiirmNl$f@!&lfliiffniMffb*IJtfJMim PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transler and: Yes No a. retain the use or income 01 the property transferred;......................................................................... 0 00 b. retain the right to designate who shall use the property transferred or i1s income:...................................... 0 00 c. retain a reversional}' interest;.or.................................................................................................. 0 00 d. receive the promise lor lile 01 eitherpaymenls, benefits orcare?......................................................... 0 00 2. II death occurred after December 12. 1982, did decedent transler property within one year 01 death without receiving adequate consideration?......................................................................................... 0 00 3. Did decedent own an "in lrust lor' or payable upon death ban\( account or security at his or her death2............... 0 00 4. Did decedent 0"'" an IncflVidual Retirement Accounl annuity, or other non-probate property which contains a beneficial}' designatiOlJ?........... .................................................. ..................................... 0 00 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 penalies of perjury, I decIn thai I h8'ole examined this retum, incudi~ a::cornpanying schedu~ 8ld stfiements, am to the best of myknowBdge and beief, it is true, COIT8Cl: and~. DeeIeri300n of prepaer other1hMllhe personal ~ is based on allflform8lion of 'Ioflich preparei' has My know8dge. SIGNATURE Of PER~ESPONSI~O~'*G ~URN DATE ~ U. ~... ... ...~~ f3 -),$3 -6.1.. ADDRESS 178 East Main Street Fa et 'IIe PA 17222 SIGNATURE OF P THER T DATE (J<- ADDRESS 10 5 Wayne Avenue Chambersburg PA 17201 For dales 01 death on or after Juty 1. 1994 and before Janual)' 1,1995. the tax rate imposed on the net value oltranslers to or lor the use 01 the SlJViving spouse is 3% [72 P.S. ~9116 (a) (1.1) (ilJ. For dates 01 death on or after January 1, 1995, the lax ratei:nposed on the net value 01 transfers to or lor the use 01 the surviving spouse is 0% [72 P.S. ~9116 (al (1.1) QQJ. The statute does not exemet a transler to a surviving spouse from lax, and the statutoi}' requiremenls lor disclosure of assets and ffling a lax return are still applicable even II the surviving spouse is the only beneficial}'. For dates 01 death on or after Juty I. 2000: The lax rate imposed on the net value 01 transfers from a deceased child twenty-one years 01 age or younger at death to or for the use 01 a natural parent, an adoptive parent, or a stepparent 01 the child is 0% [72 P.S. ~9116(a}(1.2}). The lax rate imposed on the net value oltranslers to or lor the use 01 the decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a}(1)]. The lax rate imposed on the net value oltranslers to or lor the use 01 the decedenrs siblings is 12% [72 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with ll1e decedent, whether by blood or adoption. -'''~.(':'" '* COMMONWEALTH OF PENNSVlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 02 ESTATE OF GEIMAN. MARY L 0559 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. DESCRIPTION Checking Account with Farmers & Merchants Trust Company, Chambersburg, PA VALUE AT DATE OF DEATH 58,184.57 Certificate of Deposit No. 059850 with Farmers and Merchants Trust Company of Chambersburg, PA 10,001.53 Certificate of Deposit No. 50607 with Farmers and Merchants Trust Company of Chambersburg, PA 35,050.63 Certificate of Deposit No. 059824 with Farmers and Merchants Trust Company of Chambersburg, PA 5,049.15 Certificate of Deposit No. 49200 with Farmers and Merchants Trust Company of Chambersburg, PA 25,184.76 Certificate of Deposit No. 47594 with Farmers and Merchants Trust Company of Chambersburg, PA 20,081.36 1999 Chevrolet Lumina Sedan, book value 8,600.00 Refund from Shippensburg Health Care Center 5,112.38 Refund from Capital Blue Cross 337.35 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheels of the same size) 167601.73 _"""'":". COMMO~THOFPENNS~VAN~ INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF GEIMAN MARY L FILE NUMBER 21 02 0559 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. Sellers Funeral Home - funeral 5,734.00 2. Shull-Koontz - engraving marker 85.00 3. Plasterer's Florist - flowers for funeral 174.90 4. Lane A. Reineman - reimburse for funeral luncheon 192.91 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (3) Social Security Number(s) I E1N Number of Personal Represeotative(s) Street Ad:tress City State Zip Year(s) Commission Paid: 2. Allorney Fees David C. Cleaver 8,000.00 3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation) Claimant Street Actiess City Stale Zip Relationship of Claimanllo Decedent 4. Probate Fees Cumberland County Register of Wills 270.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Farmers & Merchants Trust Company - research fee for account information 25.00 TOTAL (Also enter on line 9, Recapitulation) S 14481.81 (If more space is needed, insert additional sheets of the same size) RfV-"""'(;~". COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF GEIMAN MARY L FILE NUMBER 21 02 0559 Include unreimbursed medical expenses. ITEM NUMBER OESCRIPTION AMOUNT 724.00 1. Commonwealth of Pennsylvania. final hospital stay 2. Pharmacare Pharmacy. medicine 548.67 3. Chambersburg Hospital 10.50 TOTAL (Also enter on line 10. Recapitulation) $ (If more space IS needed, Insert additional sheels of !he same size) 1 283.17 _"""..'~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER r::I=IUAN MARY I 21 n? n""9 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS Qnclude outright spousal Bstributions) 1. Lane Reineman Nephew 20% of Residue 178 East Main Street Fayetteville, PA 17222 2. Mark Stoner Nephew 20% of Residue 10248 Cardinal Drive Orrstown, PA 17244 3. Brent Stoner Great Nephew 20% of Residue 603 Wayne Avenue, Apt. 2 Chambersburg, PA 17201 4. Kyle Stoner Great Nephew 20% of Residue 1820 Philadelphia Avenue Chambersburg, PA 17201 5. Evan Stoner Great Nephew 20% of Residue clo Deborah L Stoner, 1820 Philadelphia Avenue Chambersburg, PA 17201 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 1- B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. St. John's United Church of Christ, Chambersburg, PA 1,OOO.OC TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE $ 1000.0 (II more space is needed, insert additional sheets of the same size) /~-~ 9 - ~i BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX BIVISION BEPT. 280601 HARRISBURG, Pp 17128-0601 DAVID C CLEAVER D C CLEAVER 8 ASSOCS 1035 WAYNE AVE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-154) E% RFP (p]-02) CHAMBERSBURG PA 17201 CUT ALONG THIS LINE ESTATE OF GEIMAN ~ RETAIN DATE 10-07-2002 ESTATE OF GEIMAN MpRy L DATE OF DEATH OS-31-2002 FILE NUMBER 21 02-0559 COUNTY CUMBERLAND ACN 101 Amount Ranittetl MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 (~LUwBNCE OF DEDUCTIONS AND ASS MARY L FILE NO. 21 02-0559 TAX Tn) TAX RETURN WAS: (X) ACCEPTED AS FILED ( ] CHANGED waseD vAWE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es{ate (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 Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8• Total Assets 2002 (1) 00 NOTE: To insure proper (2) 00 credit to your account, (3) .00 submit the upper portion (4) .00 of this Porn with your (5) 167,601 73 tax paynen4. (e) .DO n)_ ~~p0 APPROVED DEDUCTIONS AND EXEMPTIONS: (a) 167,601.73 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 14 4 10. Debts/Mortgage Liabilities/Liens (Schedule I) ~_ (q) 11. total Deductions (10)_ 1.283 17 12. Net Value of Tax Return (11) ) q 764 98 13. Charitable/Governmental Bequests) Non-elected 9113 T 15 14. Net Value of Estate Subject to Tax rus ts (Schedule J) (13) 1,D00.00 NOTE: If an assessment was issued reflect fi p 1 ~ 1 l;4) 150,836.75 gures that include the tota1 of ALL ' return aa s e ~ te and 19 will ASSESSMENT OF TAX: s sse s , d to da 15. Amount of Line 14 at Spousal rate (15) 00 16. Amount of Line 14 taxable at Lineal/Class A rat . X 00 _ 00 17. e Amount of Line 14 at Sibling rate (16) - 'DO X 045 -00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 150,836 75 15 -- 19. Principal Tax Due . -~- X = 22,625.51 TAX CRMEI~ITS• ~iC] T-e u9)= 22,625.51 AMOUNT PAID * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TAX CREDIT 22,625.51 OF TAX DUE .00 iT AND PEN. .00 'AL DUE .00 ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ••CREDIT•• (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.) off, STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary L. Gelman Date of Death: May 31, 2002 Admin. No.: Will No.: 21-02-0559 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: A. State whether administration of the estate is complete: Yes B. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: C. If the answer to No. 1 is Yes, state the following: 1. Did the personal representative file a final account with the Court? No 2. The separate Orphans' Court No. (if any) for the personal representative's account is: 3. Did the personal representative state an account informally to the parties in interest? Yes 4. Copies of receipts, releases, joinders and approvals of formal or informal accounts -may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Apri13, 2003 i avid CC. Cleaver 1035 Wayne Avenue Chambersburg, PA 17201 (717)264-1110 Counsel for Personal Representative