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HomeMy WebLinkAbout02-0561PETITION FOR PROBATE and GRANT OFCLETTERS estate of June R. Darr No. 2~'OZ'~5~i also known as _ To: Register of Wills for the Aeceased. County of Cumberland in the Sncia/ Security No. 2 0 3 -1 0- 4 6 4 5 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who iR/are 18 yeazs of age or older an the execut ors named in the last will of the above decedent, dated September A , 19_R3- and codicil(s) dated N/A (stare relevant circumstances, e.g. renunciation, death of ezecator, c[cJ Decendent was domiciled at death in Cumberland County, Pennsylvania, with der last family or principal residence at 335 Wesley Drive,~~ t _ 1 1 1 r MPrhanicsburg, ennsylvania, 17055 .cowta ~/ic.,, Two ~~ (list street, number and muncipali[y) Decendent, then 82 years of age, died June 2 20OZ_, at Mechanicsburg, 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 incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal propetty (lf 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: tv / H WHEREFORE, petitioner(s) respectfully request(s) [he probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary (testamentary; administration c.t.a_; administraton d.b.n.c.t. a.) theron. b.. zv ~ Donald M_ Parr .~_ 214 Mountainstone Drive ~-~, Elizabeth own, PA 170~~ ww aW ~° g 6,000.00 $~ __Y~ _ Nancy Slau R1 ,fftpn,,_,cr 29310 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF coMBER1,aND J ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedenc petitioner(s) will well truly admi ter the~te according to law. Sworn to or affirmed and subscribed - ~~ -hf~x~` r„ before me this 13th day of '~ 2 a is Register y 1 - /r,G - Estate of JUNE R. DARR ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS JUNE 13 2002, in consideration of the petition on ANA NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) date SEPTE TrmrF n nnrzR described therein be admitted to probate and filed of record as the last will of and Letters 1p°`'°„`°"''`"` axe hereby granted to Donald M. Darr & Nancy D. Slau hter FEES Probate, Letters, Etc......... , g 40.00 Short Cenificates(~ - - - - • • g 21 .00 R •extra •pac~ges ~ 5.00 TOTAL .r g 69.00 Filed 6-13-02 ............ ................. mailed to atty 6-13-02 I~~ ",y, ,~~ . MARY LEWI~tegis[er of Wills Stanley J. A. Laskowski, Esq.#37422 wrioRNEy tsuo ce. t.D. No.lCaldwell & Kearns 3631 N Front St Harrisb,~ra. PA 17110- ~DAr~ss 1 5 3 3 (717) 232-7661 PHONE i . L ',. ex, H .a n a --:_ ( in <~rmttion here given is coneuh[ coda': Irom'an onr;iird celrificare of death duly filed with me as Lo il i2~gisn<I 7 he o i,_In.ll cernflcate will be forwarded to the Srue Viull Records Office for permanent filing. 1VARNING: It is• illegal to duplicate this copy by photostat or photograph. ~e: fur rhr. certiiclre, `;~'AO -- P --g 3.91-55-L© No. R.w lone. elaY PEPY.NENI gl1CIt IHN Local Registrar ~~~ ~ ~oc~ ~/ ~ uare - COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL gECORDS CERTIFICATE OF DEATH xNYE DE Orcf DFW Ir.N Yav..a., '""---'~----•--~---____..__. _._-_- _ swa.~.E X,INefq ~ y aE. Female 5G4t5 "'^"°MaE -' De,Ep -,--- June R. Darr 2t~3 • f0 4645 .fdf1~ Y 2t7b2°" _ ]. _ El' vmaavl UNMq, YEM UNRPIpp EOf YPiN 9 rlPy,LF Crya[u ~ __ _ MrvMe ~ Oar ~ m pav xer 'auue vey~Can v PIK.F GECERNKnaa Mnrc- _ a • Y ~ .w mlwrv .nuR Ux1 - v,. P xpv YL ' G Ea -- ' - -- ---- Jun 2 1920 U er Alle T . pp n wp. w,w^ EnIpYR.l x. L7 m.C .,~ CJ P s~ , .., a. a. ~J n,U u ~""' U bVI,O,rWp,p Dea1X {MgT'HRMElamxinx~Nlnn 9~+[u, anJ WLS EUEM VF WSPANC DPIGIN'I P..CE Cumberland Lower Allen 335 Wesle Drive A t 111 w """""'" """"""e y Y P O~Y..^N,w rspN..lm eR.~ L.X . .n. , While Ye.aaLPUxb Rean.N[ oECEDE~xas uMlIY CCCUPAICN XwoaF euvNESVINOUSigv ~ • 1]. 'a"° el~eN ann. wad "ii °s Dineuioianceii" s DECEDENTSEacINIaN x"q' u: iwuwmw,,.J sumWMw s POU~ I =, ki l B .« ~~u Yo8 a L"" . e w an s l n ng M. CI NaC~ Ew^•d•WamYUYy ~^ '. I Dxp[p 15[yTAy ~:°•p` 1 d Ip,il YV OUWC 1 Wl 1] ' . pFCEl1ENl S MMLIMG "pCPf%ISnep,Cryrtcu,, 9aY.IV Lo-NI [ECERHI'S -~ a r+«s,ax_ 335 Wesley Drive Apt 111 E61I~ DJ ,.• Y ~ _ __ . . m[.mm w.an XCF Mechanicsburg, Pa. 17055 '~•~ Y°` ~M " -'~-------n'R , e ,.. mdN« I Cumberland ,a wa ] m P na M.suexe E..e Im.c _ FANfa'sNwEIF.N.YwM.Laxl ..--- _--__._. ^.w,YdrMY.x _ ___ ___ YOn,E"SNwE,E.a Mwe when SUnme ' ~E eorge Clement Waggoner Barbara Blanche Stone - ~~ wr TsNnYEnmxPm~n -- v. Donald M. Darr YEiNOpawsPasaroN "YOPM""T'"~"I~ti I~IdR3C8'Ff~'tYfl4@°f"flYabethtown, Pa 17022 ]m. y~ eaw OXc,.m.IXn^ DAEOgas~ ]oX PucEOF asPOSnlox-N..xac u.mamY LCCRNMI c P«p.dwnsul.^ nldw. pan I xaM, a.[ '"'"'q` - ryYrmm. slN.. rM COm- m ^ xXOn w., ISro,Y ^ Jun 6, 2002 ST. Paul's Lutheran Church Enola, Pa. 77025 a aEU L Llc sEE ORPERStw"cn xssucN Y•. x1L. xra. LcExsf xuxaEq w.uEAw.maESnor m xa FD-012662-L Myers Funeral Home, Inc. 3T East Main Street Mechanicsburg, Pa iT05 t 1e +MIEe. mamoccx,M•,IM,mY, •aMgxss~e,p "eN m`edM b d"'V d" yl LICEXSENVM9EP D9E SpHED ry [+uedbx„ a~ ~ We [~ 1 y ~xY. p.,,a. eme N-aY mup M[ompelMy ~ ~ ~ ~/ l Y TILIE ENN ~ WTE PPONOUHCEDDEMIMm~m'pan Marl Wam•M P~doxxw 6eN YNS REFEPRFD1DYFgCY EIU E /JC)~(, YIHE0.CglCNEg1 ll x. ^ . x. , W ]x. MqT r. r~nan.~ N;~ „Md..Y.. N r ~ ~ E~ . I . a~wn,pECYYm•.Nn..w,mlMM,mw ola„y. NK «w ~...n..on..u. nd mvYl Na...,a. n .: .a Xrv a,..LaMn xMN, Ya x v n i ~„ PgT x: aw.•m~n[Ye~m,. m.e,•J..,n w urEw NN,• Nm n q . y .daxµ Y,.e M[ml,mnin 1. ~wEe lFVMi am. a.a ~••X•w., X..mnl--. Con4¢S~'~c. Nenr} ~y..'IL.x¢ ' . . - DuEromPRS casEOUENCE GFt .-._ -.. Vr3 OpPt„ of g~A,M ~~ `~- sw«+xryrmu~wx n 1Stl•r...,'a_ 11u,.4-'- ~.ye La e.eYY.anEmanm.d.Y euF roloPS cpNSEG E eat --_ __ _.- .a-_.__ __ ._-.-_ ~,e. Ed.LwOFgLrwG ..__ __. • • ._ _ _ T. ®bynueenlWT O,1f ro1CN AS.LLCNS[WEMCE CFI _ 1 _- __... __-. 6 ._ D!E INI .. .. xaU,OpSY WEPE.UILMSV iwpMG9 YµNEPGF CE,LiX -~ -- iMF Cf IWVRV IWVFIY4 NOryti @]CPIPEIgNIWUPYOCLVPRED. PEaFCPYEOi MYJV.gLE PRIGa R1 CdVLETIOH Ca C.WSE Oav. rO I ~ Cf DEAN] IY,vY I I ~q a[olx L~ n n Ne ^ Ho ^ ,qry 9 Y.. C I Na Lei _ v.. ^ w ^ Sua'W f7 Cn.,IJex MU...mmw I I ~.- x Y. PueE O<IruuaY NmYms. «[Im'ilel"'~""N.m N,aa., w.nm[. --LOCnlwx,vs. cnYa~sxlb _~- ---.._-__._ v. ~ e xw. awr,afp,cL.x,ry~.»I xOi--_._ _- xa. ' CEgiLLVINO PNYLC4HiPryYssnn •MI a lulna dvuannaa nwu !]~ io tlv MN OlmYemnyJy Cea,l, e[eumJ ye,a Jx _ SIGXAURE NIpirtLE CFGEPTIf IEa ' [ewab I«amemerrn• _.. _ _... ~ IN l,'' ~ .ua.,aa,~E~ Mid x ~ ONOUxCNG.xp CEpi EY Np INYS,CIYN Myaun[~u Ur mm.M.,dmYE,„x.Jge wnn oa[....e.,,M am. J o ~;wa :°o "" :. _ LICE 9EN BEq 0.VESIGNE yy~~-" D V ... a.e nN.ni m.m.,...x,x,.. _... ____ CI ubS M } I L_ nJ ~--.- ] 1J02 'YnpIC1L EY"YINERI :OPON~p N"ME.Wp.EpD1,E55pFPf Fi50NWMCOYh EIEpCWYpF pEaiN 1 ~ -- III¢m Sit TYPodPnn O e0ee Iqa, i mV Nlla , Mllme Jal Jpac anJ tlue nne as ar•,eJe la Co w]STA+E CE ~. '~E _.., u a ..... _.. _.. _. _....... .. eel•lan. IJ m 122. S. FI~662T lT REG~ai 'S SIGN/TUPE ENp NUMPER "~" - __ _ ___ __ - ._ ]]. Ln E.CN{T1II Cl raw/_e ~>/1 l7V~J ~ 1 ,' W v ~ J~ n i l~X ~ __L_ ____ OYEFlLEDfMOnin Dav trail ' J. {~1 _... ~_ Y e r. ~ LAST WILL AND TESTAMENT 2i-o2 -5~oi I, JUNE R. DARR, of the Borough of P!Iechanicsbur~, County of Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void a].lformer wills, codicils and other testamentary dispositions by me at any time heretofore made. 1. I direct my executors, hereinafter named, to pay as soon as practicable after my decease all my just debts and the expenses of T:~ last illness and burial. 2. I give, devise and bequeath all of my estate - real, ^-ersonal and mixed, unto my husband, John M. Darr. 3. Should my said husband, John M. Darr, predecease me, then and in that event, I give, devise and bequeath all of rmy said estate unto my children, Donald M. Darr and Nancy D. Slaughter, equally, share and share alike. 4. I nominate, constitute and appoint nmy said children, Donald t-1. Darr and Nancy D. Slaughter, and the survivor of them, executors of this my Last 4Ii11. 5. I direct that my personal representatives, as ~ae11 as their successor, shall not be required to give hord fcr the faithful per- formance of their duties in any jurisdiction. IN GITNESS G~-IFREOF, I, JUNE R. DARR, the 'A'estatrix, have iere- unto set ray hand and seal to this ~:ty Last Cdi11 and "'estasent on this . day of Septec,ber, 1983. r~ • ~ / Signed, sealed, published and declared by the within named June R. Darr as and for her Last ~di11 and Testament in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ~; ~i ~~:; /~~a ~C ~_E/L»~l _ f ,,- / -- REGISTER OF WILLS OF OATH OF SUBS( codicil ~ (each) a su ibing witness to the will pr law, depose(s) an (s) that the testat ,sign the sa and that _ COUNTY WITNESS herewith, (each) being duly request of testat_ in h_ esence and (in the others~bscribing witness(es)). \. Sworn to or of ed and subscribed before _ me this day of 19 Register signed as a each other) (in the p /Address) REGISTER OF WILLS OF wMBERIIIND COUNTY OATH OF NON-SUBSCRIBING WITNESS 21-c~ -~~i at the of the (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that _ THEY ARF familiar with the signature of ,7ilIVF R HARK testa[ ORS codicil ' of (one of the subscribing witnesses to) the will presented herewith and that THEY codicil believes the signature on the will is in the handwriting of JUNE R DARK to the best of THEIR knowledge and belief. Sworn to or affirmed and subscribed before /! .t~/~= me this 13th day of ~ JUNE 20U2 Name/// 1 n TS ~~ ~' lA dress/ Register ~rr ~ ,~Q~ 1^ ~ame) ~/-~ / d) ~2 2n / C/~ /Address) according to sent and saw COMMONWEALTH OF PENNGVLVANIA DEPARTMENT OF REVENUE REV-7162 EXIT 7-g6) BUREAU OF INDIVIDUAL TAXES DEPL 280601 HARRISBURG, PA 1 T128~Ofi01 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 001579 COLDWELL &KEARNS 3631 NORTH FRONT STREET HARRISBURG, PA 17110 ACN ASSESSMENT AMOUNT CONTROL 1uIJ NUMBER ESTATE INFORMATION FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 210-~ DARK JUNE R 08/29/2002 00/00/0000 CUMBERLAND ~_ 06/02/2002 203-10-4645 TOTAL AMOUNT PAID: REMARKS: DONALD M DARK C/O COLDWELL &KEARNS CHECK# 60-1273-313 INITIALS: SK SEAL RECEIVED BY: 5800.00 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5 6(a) Name of Decedent: June R. Darr Date of Death Will No. 2002-00561 To the Register: June 2 2002 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 August 30 2002: Name Address Admin. No.: PA 21-02-0561 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A- Date: ~3v/Z~~ ~ ~~~ ~ , Signature Name Stanley J A Laskowski Esquire Address 3631 North Front Street Harrisbur PA 17110 Telephone (717) 232-7681 Capacity: Personal Representative X Counsel for personal representative 02-402-44881 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of June R. Darr No. 21 02 0561 also known as Date of Death 6/2/02 Deceased Social Security No. 203104645 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/VJe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsifcation to authorities. Name of Attorney: Stanley J.A Laskowski Esquire I.D. No.: 37422 Address: 3631 North Front Street Harrisburg PA 17110 Telephone: 717) 232-7661 Personal Representative: ~ / Donald M. Darr ~o~ly L=1.. Nanc D. Slau hter ~~ ~ Dated _ _ O Description 1. PNC Bank -Certificate of Deposit #21001010820 2. PNC Bank -Checking Account #5070078148 3. PNC Bank -Savings Account #5030057991 4. Miscellaneous personal effects, clothing and household goods (Attach Additional Sheets if necessary) Total Value 3,005.11 399.56 2,210.56 50.00 5,665.23 NOTE: The Memorantlum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 REV-;5\)()EX+-(6-0~) ~ '*' MMONWEALTHOF PENNSYLVANIA DEPARTMENT OF REVENUE DEn 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W U W C Darr June R DATE OF DEATH (MM-DD-Year) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-DD-Year) 06/02/2002 06/02/1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A w < ",-Ul U"'''' wILU ",00 ,,"''""' ~ILm IL '" [R] 1. Original Return o 4. Limited Estate [R] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copyofTrusl) o 10. Spousal Poverty Credit (daleofdealhbeiween 12-31-91 and 1-1-95) I- Z W o z o IL U) W '" '" o U THISS\:' , "---St BE COMPLETED,-B~ CORRESPON!!!aNei!,/ NAME Stanle J ,A, Laskowski Es uire FIRM NAME (If Applicable) CALDWELL & KEARNS TELEPHONE NUMBER 717 232-7661 OFFICIAL USE ONLY &/ /1-6 ,~/3 FILE NUMBER 2 1 -0 2 0 5 6 1 ""CciLiNTYCODE ----vEAR- - - NUMBE:R-- SOCIAL SECURITY NUMBER 2 03- 1 0 - 4 645 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prklrlo 12-13-82) o 5. Federal Estate Tax Return Required 1... 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) INFORMATIO COMPLETE MAILING ADDRESS 3631 North Front Street DBE DIRECTED TO: Harrisbur (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3, Closely Held Corporation, Partnership or Sole.Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7.lnterNivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs {Schedule H} 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 1 t Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) z o ~ ...J ::l l- ii: <( u W D:: 14. Net Value Subject to Tax (line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ::l a. == o u S 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due X _(15) 18,732,79 X ,045 (16) X ,12 (17) X .15 (18) (19) 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT PA 17110 I I OFFICIAL USE ONLY 5,66523 16,179,08 . '-,-~ 21 ,844,31 2,576,35 535,17 (11) (12) (13) 3,111,52 18,732,79 (14) 18.732,79 842,98 842,98 > > BE SURE to ANSWER ALL QUEStiONS ON REVERSE SIDE AND RECHECK MATH < < D d t' C I t Add ece en s omDle e ress: STREET ADDRESS 335 Weslev Drive, ADt. 111 CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 842.98 800.00 42.10 Total Credits (A + B + C) (21 842.10 3, InteresUPenalty if applicable 0, Interest E, Penalty TotallnteresUPenalty (0 + E) (3) 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 (4) 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due, (5A) B, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0,00 0,88 0.88 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN 'X' IN THE APPROPRIATE BLOCKS 1, Did decedent make a transter and: Yes No a, retain the use or income of the property transferred; """."""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 0 [K] b. retain the right to designate who shall use the property transferred or its income; """."".".".""""""""""" 0 [K] c. retain a reversionary interest; or ...................................................................................................... 0 lXJ d, receive the promise for life at either payments, benefits or care? ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,, 0 [K] 2, If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?...........................................................................,.................. 0 [K] 3, Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? """""""". 0 [K] 4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? """""""""""""""""""""""""""""".".",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 0 [K] 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 perjury, I declare thai I have examined this return, including accompanying schedules 81'ld statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. STURE OF P RSON RE NSIBLE FOR FILING RETURN DATE #.A?-'../l.UWt?c. /J1- /11<'0 For dates of death on or after July 1, 1994 and betore January 1, 1995, the tax rate imposed on the net value at transfers to or for the use of the surviving spouse is 3% [72 P,S. ~9116 (al (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transters 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 if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P,S. ~9116(a)(1.2)I. The tax rate imposed on the net value oftransters to or for the use of the decedent's lineal beneficiaries is 4,5%, except as noted in 72 P,S, ~9116(1,2) [72 P.S, ~9116(a)(I)], The tax rate imposed on the net value oftransters to or for the use of the decedent's siblings is 12% [72 P.S, ~9116(a)(1.3)]. A sibling is detined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '''''''''''l''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Dare .June R 21 02 0561 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. DESCRIPTION PNC Bank - Certificate of Deposit #21001010820 VALUE AT DATE OF DEATH 3,005.11 2. PNC Bank - Checking Account #5070078148 399.56 3. PNC Bank - Savings Account #5030057991 2,210.56 4. Miscellaneous personal effects, clothing and household goods 50.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same Size) 5 665.23 JuL-31-2002 09:03 PNCBRNK CIF DEPRRTMENT 412 705 0057 P.0l/0l o PNCBAN< July 30. 2002 Stanley J. A. Laskowski 3631 North Front Street Harrisburg, PA 17110-1533 RE: Estate of June R. Darr, deceased SSN: 203-104645 ODD: 6/2/2002 Dear Mr. Laskowski: In response to your request for Date of Dt2th balances for the customer noted above, our records show the following: Certificate of Deposit Account # 21001010820 Established 02110/1988 JUNE R DARR DOD balance: $3,000.00 + $5.11 accrued interest Checking Account Account #5070078148 Established 01/01/1979 JUNE RDARR DOD balance: $399.56 (non-interest bearing) Savings Account Account #5030057991 Established 1110111979 JUNE R DARR ODD balance: $2,210.50 + $0.62 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not proCell. any financial transactions or provide statements. If you need assistance with any oftbese items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~~ Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Avo- Pittsburgh PA 15219 Member FDIC TOTAL P.0l ~ Merrill Lynch June 21, 2002 Donald Darr 214 Mountain Stone Dr Elizabeth Town, P A 17022 RE: Date of Death Value Dear Mr. Donald Darr: Legal Processing Team Client Associate Merrill Lynch Investor Services PO Box 1528 Pennington, NJ 08534 888-654-6837 exl. 0835 The information below has been obtained from sources we believe to be reliable but we do not guarantee its accuracy. Past performance is not indicative of future performance. The value of the account as of the Date of Death: June 2nd, 2002 is as follows: Account # 500-44k09 Description American Bond Fund ML BD FD Core BD PT ML Small Cap Value Fund Franklin US Gov't American Washington Name of: June Darr Quantity Price* 797.321 12.72 689.354 11.13 111.868 21.18 968.546 6.88 603.791 28.46 * Close of Business price for 06/02/2002 Value of Holdings (per above): $44,031.29 Cash Holdings: $4,506.00 Account Value as of 07/13/2001: $48,537.29 Value $ 10141.92 $ 7672.51 $ 2369.36 $ 6663.60 $ 17183.90 1 hope this information will be useful. If I can answer any other questions regarding this account please contact me at (888)654-6837. Sincerely, Legal Processing Team '''';1~9EX''''"'''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Darr .June R If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G. FILE NUMBER 21 02 0561 SURVIVING JOINT TENANT(S} NAME ADDRESS RELATIONSHIP TO DECEDENT A. Donald M. Darr 214 Mountainstone Drive Elizabethtown, PA 17022 Son B Nancy D. Slaughter 77 Muirfield Drive Bluff ton, SC 29910 Daughter c JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FDRJOINT MADE Include name of financial institution and bank account number or similar identifying number_ Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deedforjointly-heldrealestale. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A&B. 1997 Merrill Lynch - Account #500-44K09 48,537.29 33.3333 16,179.08 TOTAL (Also enter on line 6, Recapitulation) $ 16179.08 (If more space is needed, insert additional sheets of the same size) "W"""''''~I'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Darr June R 21 02 0561 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Home, Inc. 1,617.40 2. Gingrich Memorials - Grave Marker - Inscription 80.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Social Security Numbe~s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Caldwell & Kearns 750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 69.00 5. Accountant's Fees 6. Tax Return Prepare~s Fees 7. U-Haul - Storage 59.95 TOTAL (Also enter on line 9, Recapitulation) $ 2 576.35 (If more space IS needed, Insert additional sheets of the same size) ';,:""",((071'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER ESTATE OF Darr June R. Include unreimbursed medical expenses. ITEM NUMBER 21 02 0561 DESCRIPTION AMOUNT 197.00 1. Bethany Towers - Rent 2. AT&T - Phone Bill 3. PNC - Medical Insurance 4. Weis Pharmacy - Prescription 5. Weis Pharmacy - Prescription 6. Harrisburg Patriot News 40.60 18.98 110.00 161.69 6.90 TOTAL (Aiso enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 535.17 REV-1513 EX>l* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER n~" I"n . R ?1 n? 0561 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (0)(1.2)] 1. Donald M. Darr Son 50% 214 Mountainstone Drive Elizabethtown, PA 17022 2. Nancy D. Slaughter Daughter 50% 77 Muirfield Drive Bluff ton, SC 29910 ENTER DOLLAR 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) - - LAST W~LL AND TESTAMENT I, JUNE R, DARR, of the Bo~qugh of Mech4nLc~bu~&, County of Cumberland and State of Pennsylvania, beLng of sound mLnd, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former wills, codicils and other testamentary dispositions by me at any time heretofore made. 1. I direct my executors, hereinafter named, to pay as soon as practicable after my 'decease all-my jus:t debts and the expenses of my last illness and burial. 2. I give, devise and bequeath all of my estate - real, personal and mixed, unto my husband, John M. Darr. 3. Should my said husband, John M. Darr, predecease me, then and in that event, I give, devise and bequeath all of my said estate unto my children, Donald M. Darr and Nancy D. Slaughter, equally, share and share alike. 4. I nominate, constitute and appoint my said children, Donald M. Darr and Nancy D. Slaughter, and the survivor of them, executors of , this my Last Hill. 5. I direct that my personal representatives, as tlell as their successor, shall not be required to give bond fer the faithful per- formance of their duties in any jurisdiction. IN WITNESS ~~EREOF, I, JUNE R. DARR, the Testatrix, have here- unto set my hand and seal to this BY Last \.lill and Testament on this -'~ %.- day of SepteRber, 1983. ~ .~d-- 'R ff c>>vJ G (SEAL) . . Signed, sealed, published and declared by the within named June R. Darr as and for her Last Will and Testament in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ?i_-zlt'c g /3z/,-,,- I.J...... ~~~ ~""'4ft , . l~-69-i3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX BIVISIGN DEPT. 280601 HARRISBURG. Pp I]128-0601 STANLEY J A LASKOWSKI ESO CALDWELL 8 KEARNS 3631 N FRONT ST HBG PA 17110 CUT ALONG THIS LINE - R REV-1547 EX AFP (01-02) NOTICE DISALLOW ESTATE OF DARR JUNE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RfV-15f] ER RFp (RI-RRI DATE 12-02-2002 ESTATE OF DARR JUNE R DATE OF DEATH 06-02-2002 FILE NUMBER 21 02-D561 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 IN LOWER PORTION FOR YOUR RECORDS ~ ------------------------ INHERITANCE TAX Aaoaerceiieur --:~ :::.~:: __ __ --------------------- ..r,.vw R awns Nnu w~,y ESSMENT OF TA) R FILE N0. 21 02-0561 ACN 101 TAX RETURN WAS: (X) ACCEPTED AS FILED AISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Nald Stock/Partnership In}crest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) b. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9 . Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 2,576 .35 30. Debts/Mortgage Liabilities/Liens (Schedule I) -- 11. Total Deductions (10) 535 17 12. Net Value of Tax Return (11) z 111 S? 13. Charitable/Governmental Bequests; Non-elected 9113 Trus t [S 18,732 14. Net Value of Estate Subject to Tax s chedule J) (13) .00 NOTE: If an assessment was issued previously, lines r fl 14 15 [14) 18,732.79 e ect figures that include the total of ALL , and/or returns 16, 17, 18 antl 19 will ASSESSMENT OF TAX: assess ed to date. 15. Amount of Line 14 at Spousal rate (15 00 ) 00 16. Amount of Line 14 taxable at Lineal/Class A rate clb) _ 18,732 79 _ X 045 .00 17. Amount of Line 14 at Sibling rate . --~ _ X 842.98 18. Amount of Line 14 taxable at Collateral/Class B rate cln (18) ~ .00 DO X 12 = 15 OD 19. Principal Tax Due . X -~ ~ rax cgE~Irs• -F*C Mz r (19)= e 4z.9a (_) ~ AMOUNT PAID nn R.RCL11 I 842.11 w IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. OF TAX DUE 87 ( AND PEN. .DO IL DUE 87 [ IF TOTAL DUE IS LESS TNAN S1, NO PAYNENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF 7NI5 FORM FOR INSTRUCTIONS.) ( )CHANGED DATE 12-02-2002 (1) .DO NOTE: To insure proper (2) .DO credit to your account, (3) .00 submit the upper portion (4) .00 of this Porn with your [5) 5.665 23 tax payment. [b) 16,179 OB (7) .00 cB) 21,844.31 PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Named of Decedent: Date of Death: June 2 2002 Estate No.: 2002-0561 / PA No 21-02-0561 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: 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: N/A 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 _X B. The separate Orphans' Court No. (if any) for the personal representative's Account is: N/A (Not applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D• Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Date: December 10 2002 ~ ~~J Signature Stanley J. A. Laskowski Esuuire Name (Please print or type) 3631 N. Front Street Harrisbu~, PA 1 71 1 0-1 553 Address (7]7)232-7661 (MAH:rmUAM3) Telephone No. Capacity: Personal Representative X Counsel for Personal Representative R.W. -58