HomeMy WebLinkAbout02-0834
Register of Wills of Cumberland County, Pennsylvania
Estate of
PETITION FOR GRANT OF LETTERS
NORMA JUNE MAHAN No.~-02 - 83 4
Also known as NORMA J. MAHAN
Social Security No. 166-16-6856
Deceased
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
Raymond Harry Mahan
A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of
.,( the Decedent, dated July 5th. 1989 and codicil(s) dated
The Decedent's husband. Leonard Mahan was aooointed as Executor. however he predeceased his wife. having died on
October 18.1994. The Decedent's daughter. Dona Lee Shoemaker was named as Co-Executor with Raymond Harry
Mahan and has renounced to serve as Co-Executor
State relevant circumstances. e.g. renunciation. death of Executor. etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of
the documents offered for probate; was not to victim of a killing and was never adjudicated incompetent:
D
B.
Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
spouse (if any) and heirs:
I Name I
COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Relationship
Residence
Decedent was domiciled at death in Cumberland County. Pennsylvania, with her last family or principal residence at
6 South 16th Street. Camo Hill. Camo Hill Borough. Pennsvlvania
(List street, number and municipality)
Decedent, then 80 years of age, died September 6. 2002 at Casa Mora Nursing Home. Bradenton. Florida
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property.....................................................................$
(If not domiciled in PA) Personal property in Pennsylvania.....................................$
(If not domiciled in PA) Personal property in County....................................................$
Value of real estate in Pennsylvania ......................................................................................................................$
Total......................................................................................................... $
Real Estate situated as follows: 6 South 16th Street. Camo Hill. Cumberland County. PA
100.000.00
105.000.00
205.000.00
Wherefore. Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
T ed or rinted name and residence
Raymond Harry Mahan
2748 Blue Penn Court
Harrisbur , Pa 17112
\~-S?y-~
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the
Decedent, Petitioner will well and truly administer the ~ to law, ~
Sworn to and affirmed and subscribed ~ "'L
R ONDHARR AHAN
Before me this 16th
day of
'U:;~~~
No. :21- OOL - 8..\ ~
Estate of NORMA JUNE MAHAN alkla NORMA J. MAHAN
, Deceased
Social Security No: 166-16-6856
Date of Death: September 6. 2002
AND NOW, SEPTEMBER 1 7, 2002 , 20 , in consideration of the Petition on the reverse side
hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters,( Testamentary D of Administration
d.b.n.c.ta.; pendente I~e; durante absentia; durante minomale
are hereby granted to RAYMOND HARRY MAHAN in the above estate and that the instrument(s)
dated Julv 5th. 1989 described in the Petition be admitted to probate and filed of record as the last Will
of the Decedent.
FEES
Letters...........................
$270.00
$18.00
$ 5.00
$
$ 15.00
$
$ 5.00
$
$
~~~~~~~~
Registero Wills --- -. n . H__ -
Short Certificate(s)
Renunciation............. .
Affidavit ( )..................
Extra Pages ( ).......
Codicil........................... .
JCP Fee.......................
Inventory......................
Other..............................
Attorney: R~~~RT
I.D. No: 18039
Address: Johnson. Duffie. Stewart & Weidner.
301 Market Street. P.O. Box 109. Lemovne. PA 17043-
Telephone: 717-761-4540
"TOTAL....... $ 313.00
filed 9-17-2002
mailed to atty 9-17-2002
Estate of NORMA JUNE MAHAN
Also known as NORMA J. MAHAN
Register of Wills of Cumberland County, Pennsylvania
RENUNCIATION
,No. ~-O.2-~,~
, Deceased
The undersigned. DONA LEE SHOEMAKER. Dauqhter
(Relationship)
of the above-
named decedent hereby renounces the right to administer the estate and respectfully requests that
Letters Testamentary be issued to
RAYMOND HARRY MAHAN
WITNESS my hand this tAt l. day of 5 (: ~ t-~ WI be "'-
, 2002.
~
ON L E SHO MAKER
2612 51st Avenue West
Bradenton, Florida 34207
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NORMA JUNE MAHAN
21-02-83'
I, NORMA JUNE MAHAN, of Camp Hill, Cumberland County,
Commonwealth of Pennsylvania, being of sound mind and disposing
memory, realizing the uncertainty of this life, but with con-
fidence in God and trust in His Son, my Lord and Savior, Jesus
Christ, who died for my sins upon the cross, and rose again to
justify me and give me eternal life, do hereby make, publish,
and declare this to be my Last ~vill and Testament, revoking any
and all previous Wills and Codicils, and hereby will and
dispose of all the property which I own at my death in the
following manner:
FIRST:
DISPOSITIVE PROVISION - I give my automobiles,
jewelry, clothing, household furniture and furnishings, and
other tangible property, together with the insurance policies
on such property as well as the rest, residue and remainder of
my estate, real, personal or mixed of whatsoever nature and
wheresoever situate to my husband, LEONARD MAHAN, if he
survives me.
Page One of Six Pages
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NORMA JUNE MAHAN
I
I'
SECOND: In the event that my husband should predecease
me or die within thirty (30) days of the date of my death, or
we should die in a commmon d~saster, I hereby give, devise and
bequeath my estate as follows:
A. One-third (1/3) share to my daughter, DONA LEE
SHOEHAKER;
B. One-third (1/3) share to my son, RAYMOND HARRY
[,tAl-IAN; and
C. One-third (1/3) share to my then living grandchildren
to be divided equally.
THIRD: DISPOSITIVE PROVISION - In the event that
my husband and my children should predecease me, die within
thirty (30) days of the date of my death, or we should die in
a common disaster, I hereby give, devise and bequeath my
estate unto my surviving grandchildren, to be divided equally.
Page Two of Six Pages
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NORMA JUNE MAHAN
II
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FOURTH:
SPENDTHRIFT PROVISION - No interest in income
or
principal shall be assignable by or available to anyone
having a claim against a beneficiary before actual payment to
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the beneficiary.
FIFTH: POWERS OF FIDUCIARIES - In addition to the
authority conferred upon fiduciaries by law, I authorize my
Executrix to retain any property pending distribution here-
under, to compromise claims without Court approval, to lease
with limitation as to term, or sell any real or personal
property at public or private sale for such prices and
upon such terms as to cash and credit as far as real estate
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is concerned without 1iabi1~ty on the part of the purchasers
to see to the application of the purchase money, also to invest
in all forms of property without restriction to investments
authorized by fiduciaries and to distribute in cash or in kind.
il Page Three of Six Pages
I,
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NORMA JUNE MAHAN
SIXTH: APPOINTMENT OF EXECUTOR - I hereby nominate,
constitute and appoint my husband, LEONARD MAHAN, as Executor
of this, my Last Will and Testament. In the event he fails
to qualify or ~eases to act, I hereby appoint my children,
DONA LEE SHOEMAKER and RAYMOND HARRY MAHAN as alternate Co-
Executrix and Co-Executor. I direct that no bond or other
"
security shall be required of my Executor/Executrix, any law
or rule of Court to the contrary notwithstanding.
SEVENTH: GUARDIAN OF MINOR'S INHERITANCE - In the
event that any beneficiary named herein is under age
twenty-five (25) at the time they are entitled to any inheri-
tance under this Will, I hereby appoint CCNB Bank N.A. as
guardian of any minor's ~nheritance named herein. In the
event they fail to qualify or cease to act, I hereby appoint
Fulton Bank as alternate guardian of the minor's estate. The
Page Four of Six Pages
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NORMA JUNE MAHAN
d
CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Name of Decedent: NORMA JUNE MAHAN alkla NORMA J. MAHAN
Date of Death:
Will No.:
September 6, 2002
2002-00834
Admin. No.:
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
October 2,2002.
Name
Address
2612 51 Sl Avenue West
Bradenton, Florida
2748 Blue Hen Court
Harrisbura, PA 17112
2748 Blue Hen Court
Harrisburo, PA 17112
3 Thistle Lane
Media, PA 19063
DONA LEE SHOEMAKER
RAYMOND H. MAHAN
RYAN MAHAN
DAWN M. BORDOGNA
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
i -.~
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Signature
Name RICHARD W. STEWART
Johnson, Duffie, Stewart & Weidner
Address 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Date: October 2, 2002
. ".\
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Capacity:
Counsel for personal representative
/
West Coast - Southern Medical Service, Inc.
Ambulance & Wheelchair Transportion Services
934 14th Street West · Bradenton, FL 34205 · (941) 748-7148 · (800) 743-5169
ht4J:/ jWWVI/.westcoast-southern.com
2/14/03
Register of Wills
Cumberland County
1 Court House Square
Carlisle, PA 17013
RE: Notice of Claim
Estate of Norma J. Mahan
Probate # 21-02-834
Social Security No: 166-16-6856
To whom it may concern:
The undersigned herby presents for filing against the above estate this
Statement of Claim and alleges: The basis of the claim is for Ambulance service
on August 14, 2002. The amount of this claim is $287.50 plus $5.00 filing fee for
a total of $292.50. The claim is not contingent. The claim is not secured.
We have filed with Insurance and claim is pending. Please contact our office for
final balance.
If you have any questions, please contact our office at 941-748-7148.
/
West Coast So ern Medical Service, Inc
JERRY R. DUFFIE
RICHARD W STEWART
C. ROY WEIDNER. JR.
EDMUND G. MYERS
DAVID W DELUCE
RALPH H. WRIGHT. JR.
DAVID J. LANZA
MARK C. DUFFIE
MELISSA PEEL GREEVY
MICHAEL J. CASSIDY
ROBERT M. WALKER
LAW OFFICES
JOHNSON, DUFFIE, STEWART & WEIDNER
A Professional Corporation
301 MARKET STREET
P. O. BOX 109
LEMOYNE, PENNSYLVANIA 17043-0109
WEBSITE: www.jdsw.com
HORACE A. JOHNSON
COUNSEL TO THE FIRM
TELEPHONE 71 7 - 7 61-4 540
FACSIMILE 717-761-3015
E-MAIL mail@jdsw.com
E.MAIL dlw@jdsw.com
June 4, 2003
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
u~
Re: Estate of Norma J. Mahan
SSN: 166-16-6856
Date of Death: September 6, 2002
Your File No. 21-02-0834
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 2 Original PA Inheritance Tax Returns. There is tax due in the amount of $26,488.65.
Estate Check No. 504 is attached.
2. Estate Check No. 505 in the amount of $171.00 as follows:
a. $140.00 as addition probate fees. The Gross Estate was more that what
we had anticipated.
b. $15.00 Inheritance Tax filing fee
c. $16.00 Inventory Fee. $10.00 for Page 1 and $3.00 for each page
thereafter (2@3.00 = $6.00).
3. 2 copies of Pages 1 & 2 of the Pa Inheritance tax return, which we ask that you time-
stamp and return to us in the enclosed envelope.
4. Inventory
5. Inventory (copy), which we ask that you time stamp and return to us in the enclosed
envelope.
Should you have any questions, please do not hesitate to contact our office. Thank you for you
assistance in this matter.
Very truly yours,
'.... ~tl' UlDIE, STEWART & WEIDNER
....~
a. e e
Legal Assistant
cc: Raymond H. Mahan, Executor
:214214
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
E~~eof Norma June MAHAN
No. 21-02-0834
Date of Death 09/06/2002
also known as Norma J. Mahan
,Deceased Social Security No. 166 -16 - 6856
Raymond H. MAHAN,
Personal Representative(s) of the above E~ate, 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I !We 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.
Name of
Attorney:
Richard W. Stewart
perso~al Repres~entative ~", /
SIgnature: ~~
ond'H.
Signature:
1.0. No.:
18039
Address:
P. O. Box 109
Address: 2748 Blue Hen Court
Lemoyne, PA 17043-0109
Harrisburg, PA 17112
Telephone: 717/761-4540
Telephone: 717/657 - 3603
Dated:
&;-J--03
Description
Value
.......
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(See continuation page(s) attached)
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.......
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(Attach additional sheets if necessary)
Total:
554,635.63
NOTE: The Memorandum 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.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems,lnc,
Form##RW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Norma June MAHAN
09/06/2002
Cumberland
CASH:
2002 Federal Individual Income
Tax Return Refund
2002 Pennsylvania Individual
Income Tax Return Refund
2002 Pennsylvania Individual
Income Tax Return Refund -
Additional Refund
M&T Bank Certificate of
Deposit Account No.
31003910437077
Accrued income through date of
death
Metlife Auto & Home -
Homeowner's Insurance
Reimbursement
PNC Bank Certificate of
Deposit Account Number
000031500217750
Accrued income through date of
death
United HealthCare -
Overpayment made on Account
Waypoint Bank Certificate of
Deposit Account No.
400002117
-1-
718.00
105.52
40.00
89,511.17
2,504.83
43.00
75,174.19
52.17
728. 08
34,231. 63
Accrued income through date of
death
Waypoint Bank Certificate of
Deposit Account Number
456223854
Accrued income through date of
death
STOCKSjLISTED:
265.000 shares The PNC Financial
Services Group, Inc.
BONDS:
125 United States Series E
Savings .Bonds. Dated from
1975 to 1978. Valued by
Savings Bond Calculator and
attached hereto.
REAL ESTATE/PA:
Residence located at 6 South
16th Street, Borough of Camp
Hill, Cumberland County,
Pennsylvania. See attached
Settlement Sheet
-2-
316.76
25,893.12
5.29
12,123.75
207,288.12
105,900.00
229,323.76
12,123.75
207,288.12
105,900.00
TOTAL RECEIPTS OF PRINCIPAL...............
-3-
554,635.63
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STEWART RICHARD W ESQUIRE
POBOX 109
301 MARKET STREET
LEMOYNE, PA 17043-0834
---.---- fold
EST A TE INFORMATION: SSN: 166-16-6856
FILE NUMBER: 2102-0834
DECEDENT NAME: MAHAN NORMA JUNE
DATE OF PAYMENT: 06/05/2003
POSTMARK DATE: 06/04/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 09/06/2002
NO. CD 002648
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $26,488.65
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TOTAL AMOUNT PAID:
REMARKS: RAYMOND H MAHAN
C/O RICHARD W STEWART ESQUIRE
CHECK# 504
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$26,488.65
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
11~ ?8- 9
REV-1500 EX + (6-00)
CAPB
HpRL
EP 10
CRAC
KOTK
ES
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
MAHAN Norma June
DATE OF DEATH (MM-DO-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
166-16-6856
THIS RETURN MUST BEAlEDIN DUPLICATE WITH THE
OFFICIAL USE ONLY
D/
21-02-0834
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBE
NAME
COMPLETE MAILING ADDRESS
X 1. Original Return
4. limited Estate
X 6. Decedent Died Testate
(Attach copy of Will)
D 9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a living Trust
(Attach copy cfTrust)
D 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
o
D
3 date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113{A)
(Attach Sch 0)
C P
o 0
R N
R 0
E E
S N
T
C
o
M
P
T U
A T
X A
T
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Richard W. Stewart
FIRM NAME (If Applicable)
Johnson, Duffie, Stewart & Weidner
TELEPHONE NUMBER
P. O. Box 109
301 Market Street
Lemoyne, PA 17043-0109
DC
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- 5
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)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
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(1)
(2)
(3)
105, 900.~'
219,411.$7
None
OFFICIA~
c...
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,S::..9NLY
(4)
(5)
Ndne
229,323.76
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d
'-0
(8) 616,251.95
(11) 27.615.27
(12) 588,636.68
(13)
(14) 588,636.68
(15)
(16)
(17)
(18)
(19)
0.00
26,488.65
0.00
0.00
26,488.65
(6)
"'
35,441. 88
26,174.44
15,290.65
12,324.62
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate 588,636.68
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
X
X
X
X
.0 0
.0 45
.12
.15
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
. Decedent's Complete Address.
STREET ADDRESS
6 South 6th Street
CITY I STATE I ZIP
Garno Hill PA 17011
Tax Payments and Credits:
1. Tax Que (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
26,4BB.65
0.00
Total Cred~s ( A + B + C) (2)
0.00
Total Interest/Penalty ( D . E) (3)
4. If Une 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax dUe.
B. Enter the total of Line S + SA. This is the BALANCE DUE. (SB)
Make Check Payable to:. REGISTe:R. Of'VofILLS,~~ENT
..,.,0',";: "i""""": "':ii" ,.";: ';' ':' "i :""_"": :.,.;::~:,:;:_;:::.~\~\:~~~~~\~~\i;;:::!1!\::;\;\\\;\~~\\l\\\m\\\m\\\m\\\\\\\\\j\j!\\\\\\~,,:t:!,.:~\\\\m\;!1\\\\\\\\m\\\m\\jmm\llml\I\!W!\\W;\m\l
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PLEASE ANSWER THE FoiLOWUilG QUESTiONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1.
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
(4)
(5)
(SA)
0.00
26,4BB.65
0.00
26,48B.65
Yes No
~~
Did decedent make a transfer and:
a. retain the use or income of the property transferred; .
b. retain the right to designate who shall use the property transferred or its income; .
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? .
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? . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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aymond H. MAHAN
748 Blue Hen Court
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ohnson, Duffie, Stewart & Weidner
P. O. Box 109
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DATE
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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 (al (1.1) (il).
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 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 adop1ive parent, or a stepparent of the child is 0% 172 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(a)(1)].
The ~ax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 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.
Copyright (c) 2000 form soHwa~eol'lly The LaCKner Group, Il'Ic. Form REV-1500 EX (Rev. 6-00)
REV-15~2 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Norma June MAHAN SS# 166-16-6856 09/06/2002 21-02-0834
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledae of the relevant facts. Real Droperty which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Residence located at 6 South 16th Street, Borough of Camp Hill, 105,900.00
Cumberland County, Pennsylvania. See attached Settlement Sheet
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 105,900.00
(If more space IS needed, Insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems Inc
, . Form REV-1502 EX (Rev. 1-97)
REV-15t13 EX+(1-97)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PEHNSYl\J"NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Norma June MAHAN
SSfI 166-16-6856
09/06/2002
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
265 shares The PNC Financial Services Group, Inc.,
CUSIP fl693475105
2
125 United States Series E Savings Bonds. Dated from
1975 to 1978. Valued by Savings Bond Calculator and
attached hereto.
UNIT VALUE
45.75
TOTAL (Also enter on line 2, Recapitulation)
, (If more space rs needed, Insert additional sheets of the same size)
Copyrrght (c) 1996 form software only CPSysterns, Inc.
FILE NUMBER
21-02-0834
VALUE AT DATE
OF DEATH
12,123.75
207,288.12
219,411.87
Form REV-1503 EX (Rev. 1-97)
f REV-15t8 EX <+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Norma June MAHAN SS# 166-16-6856 09/06/2002 21-02-0834
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 2002 Federal Individual Income Tax Return Refund 718.00
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
2
2002 Pennsylvania Individual Income Tax Return Refund
105.52
3
2002 Pennsylvania Individual Income Tax Return Refund
Additional Refund
40.00
4
M&T Bank Certificate of Deposit Account No. 31003910437077
89,511.17
Accrued income on item 4 through date of death
2,504.83
5
Metlife Auto & Home - Homeowner's Insurance Reimbursement
43.00
6
PNC Bank Certificate of Deposit Account Number 000031500217750
75,174.19
Accrued income on item 6 through date of death
52.17
7
United Hea1thCare - Overpayment made on Account
728.08
8
Waypoint Bank Certificate of Deposit Account No. 400002117
34,231. 63
Accrued income on item 8 through date of death
316.76
9
Waypoint Bank Certificate of Deposit Account Number 456223854
25,893.12
Accrued income on item 9 through date of death
5.29
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
229,323.76
Form REV-150B EX (Rev. 1~97)
REV-1~09 EX + (1-97)
COMMONWEALTH OF PENNSYLVA.NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Norma June MAHAN
SCHEDULE F
JOINTLY-OWNED PROPERTY
SSII 166-16-6856
09/06/2002
FILE NUMBER
21-02-0834
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A,
SURVIVING JOINT TENANT(S) NAME
Raymond H. MAHAN
ADDRESS
2748 Blue Hen Court
Harrisburg, PA 17112
RELATIONSHIP TO DECEDENT
Son
B,
Dona Lee SHOEMAKER
2612 51st Avenue, W
Bradenton, FL 34207
Daughter
c.
JOINTLY -OWNED PRDPERTY,
LETTER DATE DESCRIPTION OF PROPERTY D{DOF DATE OF DEATH
ITEM FOR JOINT MADE Include name of fInancial Institution and bilnk DATE OF DEATH DECO'S VALUE OF
account number or similar Identifying number.
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1 A 06/01/95 Blue Chip Federal Credit 63,835.18 50.00% 31,917.59
Union Account No. 4404 -
Certificate of Deposit
4/04/03 Maturity Date
2 A,B 11/02/94 PNC Bank Checking Account 6,730.30 33.33% 2,243.43
No. 5140041106
3 A,B 11/01/94 PNC Bank Savings Account 3,842.57 33.33% 1,280.86
No. 51-3007-1192
TOTAL (Also enter on line 6, Recapitulation) $ 35,441. 88
T
(If more space IS needed Insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Inc.
Form REV-1509 EX (Rev. 1-97)
REV-151.0 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
tNHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Norma June MAHAN
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
55fl 166-16-6856
09/06/2002
FILE NUMBER
21-02-0834
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM
NUMBER
1
DESCRIPTION OF PROPERTY
RELAWg~Mftl~ H!b~~~6~~lt!NJ~~~~lT~E6F ~~i~SFER.
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
Waypoint Bank IRA Account
Number 6000000149
Beneficiary Designation to:
One-Half of the proceeds to
Raymond H. Mahan and
One-Half of the proceeds to
Dona Lee Shoemaker,
Daughter
DATE OF DEATH
VALUE OF ASSET
26,163.83
%OF
DECO'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE VALUE
26,163.83
Accrued income on item 1
through date of death
10.61
10.61
TOTAL (Also enter on line 7, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
26,174.44
Form REV-1510 EX (Rev. 1-97)
REV-1511 EX +(1-97)
.
ESTATE OF
Norma June MAHAN
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANeE TA'/.. RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
SS!I 166 -16 - 6856
09/06/2002
FILE NUMBER
21-02-0834
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Costs for Funeral Luncheon 150.95
2 Myers-Harner Funeral Home 6,553.00
3 Travel Expenses for Dona Shoemaker traveling from Florida 622.75
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees Johnson, Duffie, Stewart & Weidner 7,000.00
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 Register of Wills 313.00
5. Accountant's Fees 285.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland County Register of Wills - Fil ing Fees: 31. 00
Inheritance Tax Return ($15.00)
Inventory ($16.00)
2 Cumberland County Register of Wills - Additional Probate Fee 140.00
3 The Cumberland Law Journal - Estate Advertising 75.00
4 The Patriot News - Estate Advertising 119.95
TOTAL (Also enter on line 9, Recapitulation) $ 15,290.65
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
FOrm REV-1511 EX (Rev. 1-97)
, REV-150-12 EX + (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TI4X RETURN
RESIDENT DECEDENT
ESTATE OF
Norma June MAHAN
FILE NUMBER
21-02-0834
SSiI 166-16-6856
09/06/2002
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Bank fee for lost Safety Deposit Box Key
AMOUNT
12.00
2
187.69
Bankcard Services Account No.
3
Carlos R. Leffler Oil - Remaining Balance on oil Invoice
28.23
4
Casa Mora Nursing Home Final Invoice
1,777.30
5
CMS Ambulance Services
287.50
6
Pennsylvania American Water - Final Bill
15.14
7
Pennsylvania Power & Light
34.53
8
Settment Costs on Sale of Residence as described on attached
Settlement Sheet
9,951.91
9
The PNC Financial Services Group, Inc. - Fee taken from Salomon
Smith Barney for sale of Decedent's stock
30.32
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same sIZe)
Copyright (c) 1996 form software only CPSystems, Inc:.
12,324.62
Form REV-1512 EX (Rev. 1-97)
REV-15103 EX +(9-00)
COMMONWEA.L TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Norma June MAHAN
55!1 166-16-6856
09/06/2002
FILE NUMBER
21-02-0834
RELATIONSHIP TO DEC~l)ENT AMOUNT OR SHARE
Do Not List T..stee(o) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS {include outright spousaldlstrlbutJOns, and
transfers under Sec. 9116(a)(1.2)]
1 Dawn M. Bordogna
3 Thistle Lane
Media, PA 19063
Granddaughter One-Sixth
(1/6) of
Entire Estate
2
Raymond H. Mahan
2748 Blue Hen Court
Harrisburg, PA 17112
Son
One-Third
(1/3) of
Entire Estate
3
Ryan Mahan
2748 Blue Hen Court
Harrisburg, PA 17112
Grandchild
One-Sixth
(1/6) of
Entrie Estate
4
Dona Lee Shoemaker
2612 51st Avenue, West
Bradenton, FL 34207
Daughter
One-Third
(1/3) of
Entire Estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(It more space IS needed, rnsert additional sheets of the same size)
CopyrJght(c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
LISTING OF EXHIBITS FOR
ESTATE OF NORMA JUNE MAHAN
EXHIBIT A
Last Will and Testament dated July 5th, 1989
EXHIBIT B
Settlement Sheet for sale of Property located at 6 South 6th
Street, Camp Hill, Pennsylvania
EXHIBIT C
u.s. Savings Bonds Calculator valuing Savings Bonds
listed on Schedule B
-
~I.'
..
.,' ,. <'
mW
:of
NORMA JUNE MAHAN
I, NORMA JUNE MAHAN, of Camp Hill, Cumberland County,
Commonwealth of Pennsylvania, being of sound mind and disposing
memory, realizing the uncertainty of ,this life, but with con-
fidence in God and trust in His Son, my Lord and Savior, Jesus
Christ, who died for my sins upon the cross, and rose again to
justify me and give me eternal life, do hereby make, publish,
and declare this to be my Last Will and Testament, revoking any
and all previous Wills and Codicils, and hereby will and
dispose of all the property which I own at my death in th'e
following manner:
FIRST: DISPOSITIVE PROVISION - I give my automobiles,
jewelry, cloth~ng, household furniture and furnishings, and
other tangible property, together with the insurance policies
on such property as well as the rest, residue and remainder of
my estate, real, personal or mixed of whatsoever nature and
wheresoever situate to my husband, LEONARD MAHAN, if he
survives me.
Page One of Six Pages
>%<i~~4-LA-"-.t- /;?~V'-/
NORMA JUNE MAHAN
SECOND: In the event that my husband should predecease
me or die within thirty (30) days of the date of my death, or
we should die in a commmon d~saster, I hereby give, devise and
bequeath my estate as follows:
A. One-third (1/3) share to my daughter, DONA LEE
SHOEr1AKER;
B. One-third (1/3) share to my son, RAYMOND HARRY
MAHAN; and
c. One-third (1/3) share to my then living grandchildren
to be divided equally.
THIRD: DISPOSITIVE PROVISION - In the event that
my husband and my children should predecease me, die within
thirty (30) days of the date of my death, or we should die in
a common disaster, I hereby give, devise and bequeath my
estate unto my surviving grandchildren, to be divided equally.
Page Two of Six Pages
)J~~(1~-YJ- )J;~
NORt1A JUNE f1AHAN
Ii
II
I
FOURTH:
SPENDTHRIFT PROVISION - No interest in income
or principal shall be assignable by or available to anyone
having a claim against a beneficiary before actual payment to
the beneficiary.
FIFTH: POWERS OF FIDUCIARIES - In addition to the
authority conferred upon fiduciaries by law, I authorize my
Executrix to retain any property pending distribution here-
under, to compromise claims without Court approval, to lease
with limitation as to term, or sell any real or personal
property at public or private sale for such prices and
upon such terms as to cash and credit as far as real estate
is concerned without liability on the part of the purchasers
to see to the application of the purchase money, also to invest
in all forms of property without restriction to investments
authorized by fiduciaries and to distribute in cash or in kind.
II Page Three of Six Pages
Ii
I
It ~~
;) r10-'''~ ,,/l-<.-:vi-2-- )J1 ~/<--"
NORMA JUNE MAHAN
I
I
I
I
I
"
SIXTH: APPOINTMENT OF EXECUTOR - I hereby nominate,
constitute and appoint my husband, LEONARD HAHAN, as Executor
of this, my Last Will and Testament. In the event he fails
to qualify or ceases to act, I hereby appoint lilY children,
DONA LEE SHOEHAKER and RAYMOND HARRY HAHAN as alternate Co-
Executrix and Co-Executor. I direct that no bond or other
security shall be required of my Executor/Executrix, any law
or rule of Court to the contrary notwithstanding.
SEVENTH: GUARDIAN OF HINOR'S INHERITANCE - In the
event that any beneficiary named herein is under age
twenty-five (25) at the time they are entitled to any inheri-
tance under this Will, I hereby appoint CCNB Bank N.A. as
guar~ian of any minor's inheritance named herein. In the
event they fail to qualify or cease to act, I hereby appoint
Fulton Bank as alternate guardian of the minor's estate. The
Page Four of Six Pages
/;J iJ0A-ro<V f} ~ C/fJ~~
NORMA JUNE HAHAN
said guardian of the minor's inheritance shall invest
the principal and interest of the minor's inheritance
and use the same for the support, health, maintenance
and education of the minor at the sole discretion of
the guardian of the minor's inheritance.
I
I
I
Page Five of Six Pages
//r~.~ ~ }J~/
NORMA JUN< NAHAN
I
r
I
I
I
I
I, 'NORMA JUNE MAHAN, testatrix, whose name is signed to
the foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it as
my free and voluntary act for the purpose therein expressed.
7!~j)~d/ ~
NORMA JUNE MAHAN
June Hahan,
Sworn to and subs~,~ped before
testatrix, this A,I~hL- day of
NOTARIAL SEAL
LI~DA S. SASSANI, NOT~.RV PUBLIC
H.\RRISSURG, DAUPHIN COUNTY
1'.:5'~I~.~ISS:ON EXPIRES JUNE 18, 1990
weMe~y"cyl-l"nk1 >0,
~ /___...._ v,-::;: and
, the witnesses w e ~m s are signed to the
foregoing instrument, being duly qu lifi d according to law, do
depose and say that we were presen and I testatrix sign and
execute the instrument as her Last Will ~d Testament; that
Norma June Nahan signed 'willingly and that Norma June Mahan
executed it as her free and voluntary act for the purposes
therein expressed; that all of us in the hearing and sight of
the testatrix signed the Will aB witnesses; an~ that to the best
of our knowledge the testatrix was ~ hat t' e 18 or more years
age, of sound mind and under nO.J:.o1stlli of /~ndu. e influence.
. r~ ( 11/. f/l~'-:J
Witnr;s ~
I
II
II
, 1989.
.
I.
II
t
i
I
I
I
I
I
the
, 1989.
Page
this
NOTARIAL SEAL
. \ S. SASSANI, NOTARY PUBliC
l' :jlISBURG, DAUPHINCCV'ilY
. .. .~:AMISSION EXPIRES ,IUI<f' 10, 1990
Si';[''''~f~'~'g-e@;;'otNowios .
Notary Public
)1~j;MA'& )71~
NORMA JU E MARAN
-- --
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DEC-04-0Z 07:36 AM RAY + JULIE MAHAN
U,S, DEPI'ATMENT OF HOUSING and URBAN DEVELOPMENT
SETTLEMENT STATEMENT
SECURED LAND
TRANSFERS, INC.
5006 East Trlndle Road
Suite 203
Mechanlcsburg, PA 17055
Phone: (717) 591-8500
H. SETTLEMENT AGENT,
''''''16th Street
iJill BOROUGH
J~.LAND County
717 567 2280
P.82
10
B. TYPE OF LOAN
2. f I FMHA
6. ( I CONY. INS,
1. LOAN NUMBEf\;
0019999
3000 Leadenball
Mount Laurel NJ
Secured Land Transfers, Inc.
PLACE OF SETTLEMENT:
101 Old schoolhouse Lane/Mech., FA 17055
l.~FHA
4.{ )VA
6. FILE NUMBER:
504021
FAX: (717)591-8506 6 MORT. INS CASE NO.:
4416987233
; ,This fOlm Is furnishod \0 give YOll a slalement 01 actual selllement costs, Amounts paid to and by Ihe selliement agenl are shown
.\'(p.o.c.)' ware paid oulside tile closing; thay ara s/lown here for informalional purposes and are nOllncluded in Ihe Iota Is. . .
ND ADDRESS OF BORROWER E. NAME MIO ADDRESS OF SELLER, F NAME AND ADDRESS OF LENDER:
er A. Herfel Estate of Norma J. Mahan ERA Mortgage
9
k. SUMMARV OF SELLER'S TRANSACTION:
'oo.GROSS AMOUNT DUE TO SELLER
4ol.Conlrac( sales prIce
402.Personal property
403.
040".
405.
Adjustments for Ilems paid by seUer in advance .
0406,CllyfTown ta); \0
407.COI..Jnty tali to
'108, A'3$o$smen\s to
. 41 409 School
4\0. wr:
41t.
412
'~'-'
$ AMOUNT DUE FROM eORRowER
'."
109346.83
,.9 PAID BY OR IN.eEHALF OF BORROWER
_or earne'sf 'i'ilonay
af 'liJ1ounl.of new loan(s)
ioan(s) laken subject to
1
104
4
10
10
10
sa en
3
420. GROSS AMOUNT DUE TO SELLER
&00 REDUCTIONS IN AMOUNT DUE TO SELLER
sOI,Excess deposit {see Instructions}
so,. Settlement charges to sener (line 1400)
5OJ.Exlsling loan(s) laken sub)ectlo
50,Payoff 01 Firsl Morlgageloan
NONE
50sPayoff of Second Morlgageloan
506. scrow re ~t
~01,
508.
50'
510,Cily!Town tao:.
511,Coun.ty tall
512.As5e5smcnls
513. School
Adjustmenls for ilems unpaid by seiter
10
10
to
10
Sl4
~_~~_9_____9_____V_____V~~___V_____V_____V_~~__
515.
516.
617.
518.
'"
AID BY/FOR BORROWER 106239 .24
'",$ETTlEMENT FROM oR TO BORROWER
.cunt due from borrower (line 120) 1
dunt paJd by/lor borrower (line 220) 10
tva FROM) ([ J TO) BORROWER
"O.TOTAL REDUCTIoN AMoUNT DUE SELLER
600.CASH AT SETTLEMENT TO DR FRoM $ELLER
,,!.Gross amount due 10 6eller (line 420)
60' Less reduction amount due seller (line 520)
603CASH (00 TO) ([ I FROM) SE~g.il !
Seiter's Signaluro
;<\
~:'.'
DEc-e4-e2 07:40 AM
RAY + JULIE MAHAN 717 567 2280
U.S. DEPARTMENT OF HOUS!NG AND URBAN DEVELorMENT
SETTLEMENT STATEMENT
fleD WITH LENDER FOR
3 mo. G $
mo.OS
mo.O$
mo.OS
mo.O$
mo.O$
mo.O$
mo.d$
11.25
42.51
lmo
jrno.
""D.
lmo.
Imo.
jmo.
""D.
Imo.
OMBNa.
NTCHARGES 504021
LES/Bj!jOICEA'S COMMISSION b.nd anpJlc. S ~05900. 00
"qf COfllm\!i:slor. {l\noe. 100) asfo\lows; Total: 6174.00
62.00 10 ERA NRT, Inc.
12.0 10 Centur 21 At The He m
~slon paid at SeUlamenl
S Fee ERA NRT, Inc.
YABLE IN coNNECTION WITH LOAN
{\ 'lnaUon Fee 'liO ERA Mort a e
count ,..
ls-al Fee \0
~ liIpOft to
~ lnspedkm ~ge
a '11 Insurance Appllcal10n Fee 10
"lion Fee.
. 'aUIRED BY LENDER TO BE PAID IN ADVANCE
rom 09 20 02 lo09 30 02 0$ 19. 6SIday
'a -e Insurance,Premlum for me. 10 De artment 0 HDD
(tf- InSlIrance Premium lor yrs. 10
yrs.lo
1540.6
51
9
39.26
4
102.26
a ate
AA.GU
fJ. nt or closing feelo
~\ort1t1e search to
"IMlJon. to
'~urance binder 10
'preparatIon to
. ~et 10
9Y'sleas to
. s abov~ nams No.:)
"rance .' to Secured Lan Transfers
~'.bov''''msNo.,) ENDS,100 300 900
rSC9ver as 104 263
~,coveragiS$ 105 900
W~re Secure Land Transfers
ert Secure Lan Trans ers
rr Amer can Home S e
.NM~NT REcOADINa AND TAANSFER CHAROE9
,ngfl3es: aed$ 29.50 Mortgage$ 54.50 Misc. $
cout'll)' \ax/s\amps: Daad $ 1059 . 00 Morlgaga $
slamps: Deed$ 1059. OOMorlgage$
JDS&W
Cas
dNAl SET'r~EMENT CtU.f1GES
10
10
Bowers Pest Contro
Bowers Pest Control
earn Hll Borou h
Fee Centur 21 At T e Helm
EtTLEM~NfcHAACEiS (en\ef on lines 10Jand602.SectlQnsJlI.ndK) 2330.24
" .llltlno liIbDKy" nl!Jm.d by S,ruemlh' Agenl lot lho accuracyol Inlolm.llon lumlshod by olbar. as sht/wll on IlIeIlVD.! SelHemenl SIII,man\. Seillllllleni~.
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HUD CERTIFICATION OF BUYERS AND SELLERs
Vlly reVhlWQd tho HUD,' Settlemont Staloment and 10 rile best of my knOwledge and bollar, j( Is a true and ac;curale slalemenl of an rGcelp'-'_AA4
Goun' by me In thIs IransaelJo!1, I h.lctMI c<<lfUly \\'\8\ \ have locelved a copy o! the HUD-l SelUel1lenl Stal"menl. .. ;.~,
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10/4/2002
/7-cRJ'-r
'" BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:; 3 :03COUNTY
ACN
07-21-2003
MAHAN
09-06-2002
21 02-0834
CUMBERLAND
101
RICHARD W STEWART
JOHNSON ETAL
PO BOX 109
LEMOYNE
'03
JUL 21
.
REV-1547 EX AFP CDl-UJ
NORMA
J
A..ount Re..itted
'.~.~ i
PA 170~sn-::
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R'fi=is47-ixAFP--foY=oiY-NOYici--o':-INHiifiTAi"-ci-YAX-jrpPRAisiMiNT~--Ai.ioWAiici-irR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MAHAN NORMA J FILE NO. 21 02-0834 ACN 101 DATE 07-21-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
I~ an assessment was issued previously, lines 14, 15 and'or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rate (15)
16. AlIOunt of Line 14 taxable at Lineal/Class A rate (16)
17. AMount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
S:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Totel Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
105,900.00
219.411.87
.00
.00
229.323.76
35,441.88
26,174.44
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
15,290.65
(9)
UO)
12.324.62
(11)
(2)
(3)
(14)
(Schedule J)
NOTE:
.00 X
588,636.68 X
.00 X
.00 X
+
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
26,488.65
DATE
06-04-2003
NUMBER
CD002648
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay..."t.
616,251.95
27.615 27
588,636.68
.00
588,636.68
00 =
045 =
12 =
15 =
.00
26,488.65
.00
.00
26,488.65
(19)=
26,488.65
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Q;t
d~
Name of Decedent: NORMA J. MAHAN
Date of Death: SEPTEMBER 6, 2002
Will No.
2002-0834
Admin No.
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rule, I report the
following with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the Estate is complete:
Yes
No
x
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete: 3 MONTHS
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.
parties of interest?
Did the personal representative state an account informally to the
Yes No
d. 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: SeJ(:!,ember 4, 2003
, ,-.
~.
4f~~
Signature
l.n
I
, ." ~...
--' ...._#
RICHARD W. STEWART
JOHNSON, DUFFIE, STEWART & WEIDNER
301 Market Street
P.O. Box 109
Lemoyne, P A 17043
(717) 761-4540
Capacity: Personal Representative
(x) Counsel for Personal
Representative
CL..
LL.}
./)
0l
P
STATUS REPORT UNDER RULE 6.12
Name of Decedent: NORMA J. MAHAN
Date of Death: SEPTEMBER 6, 2002
Will No.
2002-0834
Admin No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the Estate is complete:
Yes X
No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No.1 is Yes, state 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:
c.
parties of interest?
Did the personal representative state an account informally to the
Yes X No
d. 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: November 5, 2003
, ......
',...-.1
~ /ifdJv
Signature
RICHARD W. STEWART
JOHNSON, DUFFIE, STEWART & WEIDNER
301 Market Street
P.O. Box 109
Lemoyne, P A 17043
(717) 761-4540
Capacity: Personal Representative
(x) Counsel for Personal
Representative
c'-J
,.- .-
-' .,.....
0/(
u .
V"
u
~
DEl'ZOll3
IN RE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21 ~0834
~
or
ESTATE OF NORMA JUNE MAHAN
ORDER OF COURT
AND NOW, this / b -# day of
~
, 2003, upon consideration of the
within Petition, RAYMOND HARRY MAHAN is hereby appointed Substitute Trustee under the Last Will and
Testament of Norma June Mahan for the benefit of Ryan Mahan.
BY THE COURT: . /
./1~
J.
:221323
Johnson, Duffie, Stewart & Weidner
By: Richard W. Stewart
J.D. No. 18039
301 Market Street
P. O. Box 109
Lemoyne, Pennsylvania 17043-0109
(717) 761-4540
Attorneys for Petitioners
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2~834
oJ-.
ESTATE OF NORMA JUNE MAHAN
PETITION
The Petition of Raymond Harry Mahan and Ryan Mahan, respectfully represent that:
1. Your Petitioner, Raymond Harry Mahan, is the Executor of the Estate of Norma June Mahan.
2. Your Petitioner, Ryan Mahan, is the son of Raymond Harry Mahan, and is the grandchild of
the Decedent, Norma June Mahan.
3. Your Petitioner, Ryan Mahan, is twenty (20) years of age and is entitled to a one-sixth (1/6)
interest in the Decedent's estate under Item Second of the Decedent's Will.
4. Under Item Seventh of the Decedent's Will, the Decedent provided that in the event any
beneficiary of the Will was under the age of twenty-five (25) years that CCNB Bank, N.A. be appointed as
"Guardian of any minor's inheritance named herein" and in the event CCNB Bank, N.A. failed to qualify or
cease to act, the Decedent named Fulton Bank as an alternate Guardian.
5. The share of Ryan Mahan's interest in the said estate is approximately Seventy-Five
Thousand ($75,000.00) Dollars.
6. The attorneys for the Decedent's estate have contacted PNC Bank, N.A., successor by
merger to CCNB Bank, N.A., and Fulton Bank and both of the said banks have declined to serve as
Trustees or Guardians because of the small size of the trust estate to be held for your petitioner, Ryan
Mahan.
7. It is believed by your Petitioners that no corporate fiduciary will be willing to serve because of
the small size of the trust estate to be held for the benefit of Ryan Mahan.
8. It is the desire of your Petitioner, Ryan Mahan, that his father, the Petitioner, Raymond Harry
Mahan, serve as substitute Trustee.
WHEREFORE, your Petitioners pray that Your Honorable Court enter an order appointing Raymond
Harry Mahan substitute Trustee under the Last Will and Testament of Norma June Mahan for the benefit of
Ryan Mahan.
Respectfully submitted,
JOHNSON, DUFFIE, STEWART & WEIDNER
By: ~d $~
Richard W. Stewart
Attorney I.D. No. 18039
301 Market Street
P.O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Attorneys for Petitioners
:221321
VERIFICATION
I, RAYMOND HARRY MAHAN, the Petitioner named in the foregoing Petition, make this Affidavit and
have knowledge of the facts set forth in the foregoing and that said facts are true and correct to the best of my
knowledge, information and belief. I understand that false statements made herein are subject to the penalties of 18
Pa.C.S. ~4904 relating to unsworn falsification authorities.
Dated:
I':>\"\""'~
SWORN to and subscribed
before me this C\ ~ day of
~~ ,2003.
'~l~MiC ~
~ NOTARIAL SEAL
My Commission Expires: DIAN~E lE~IG, Notary Public
lemoyne Borough Cumberland Co.
My C~~ Expires Dec. 21, 2005
I, RYAN MAHAN, the Petitioner named in the foregoing Petition, make this Affidavit and have knowledge of
the facts set forth in the foregoing and that said facts are true and correct to the best of my knowledge, information and
belief. I understand that false statements made herein are subject to the penalties of 18 Pa.C.S. ~4904 relating to
unsworn falsification authorities.
~(
Dated: \ .;'l \ C\ , "'" 'b
SWORN to and subscribed
before me this ~ ~ day of
~__ ,2003,.
-~,,~~.~
Notary Public '-
My Commission Expires:
.
NOTARIAL SEAL
DIANNE lENIG, Notary Public
lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2005