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Home My WebLink About02-0634 217 OFFICIAL USE ONLY REV-150Q EX (6-00) COMMONWEALTH OF REV -1500 PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 280601 FILE NUMBER 21-02-0634 HARRISBURG. PA 17128-0601 RESIDENT DECEDENT - COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Hamill, MarQaret H. 204-01-9267 z DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) w THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 0 W 7/212002 3/21/1920 REGISTER OF WILLS (,J w {IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0 "' [8h Original Return 02 Supplemental Return 03 RemajnderRelurn(d8teofdeath prior to 12-13-azl ~ ,,~ 04 04.. Os ~~~ Limited Estate Future Interest Compromise (date of death after 12-12-82) Federal Estate Tax RetUrrl Required u~u "'00 06 07 ,,~~ Decedent Maintained a living Trust (Attach copy of Trust) 8. u!'" Decedent Died Testale (Attach copy of Will) - Total Number of Safe Deposit Boxes " 09 010 0" Litigation Proceeds Received SllG\llllll P<rnlrt~ c.w~ \dlll&oI daa\h beIwtoen 12-31_\:11 and 1-1-I15} Election to tax under Sec. 9113(A) (Attach Sch 0) 1-1 'ij;'I'NM:til 'cpMEi't"Y ogj' 'sllQ I:l~Eii!.Ni:i~jiJl!e~_!OOnill"'~" fl1)jiJj!ii!!i:li!Jiil:l!iIlifiOORi!'mil" I- l' ! ISS.e ')9", \Ill! >,!ii' '".' ,~.;li'k!~Il!~.,.W;", ,IlL ".,.;,,!,, ,. .0".,.. !iiL,. " 'I!. ~,! ,,,Illt ,.,!'!1., ',.,';, ""ll.,; . ,.,;.. Jiii. ,. ,>,!!IIl!>,!'!!. z NAME COMPLETE MAILING ADDRESS w 0 Steohen D, Tiiev 5 South Hanover Street z ~ FIRM NAME (If Applicable) Carlisle, Pennsylvania 17013 Ul w Frev & Tilev '" '" TELEPHONE NUMBER 0 717)243-5838 (,J OFFICIAL USE ONLY ,. Real Estate (Schedule A) (1) NONE 2. Stocks and Bonds (Schedule B) (2) 23,723 3. Closely He!d CorporatIon, Partnership or Sole.Proprietorship (3) NONE 4. Mortgages & Notes Receivable (Schedule 0) (4) NONE s. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (S) 4,533 6. Jointly Owned Property (Schedule F) (6) NONE -. z D Separate BiUing Requested 0 ;:: 7. Inter-Vivos Transfer & Miscellaneous Non.Probate Property ..: ..J (Schedule G or L) (7) ::> l- ii: 8. TOTAL GROSS ASSETS (total Lines 1.7) (8) 2B,256 ..: 1rl 2,463 '" 9. Funeral Expenses & Administratille Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10} 839 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 3,302 12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 24,954 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 24,954 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 1S. Amount of Une 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a)(1.2) x _0 (1S) Z - 0 ;:: 16. Amount of Line 14 taxable at Jineal rate X .0 (16) ..: - I- ::> D- Amount of Line 14 taxable at sibling rate .12 (17) :E 17. x 0 U >< 18. Amount of Line 14 taxable at collateral rate 24,954 x .15 (18) 3,743 ~ 19. Tax Due (19) 3,743 200 '~f~~jlf(.1I3~~___~~~~~~~=!?7~~~~7~::~'~~ >-Sl!!"s\l~i'l'~i "swn ' ">'Qesl~N.$!)N"RB~9$j$liilllil!liilN!!:el!rlilE~M~1l!lil'kkH ,x,\Y/>< ,'?,., .;, .... .!!k,y~. "Ii!! ,>".\41" , !:I. ." ,,,,I,'.i .J, '"".' ,"',,!' .,.lil".J!lL . !!t" . ,L., 'ili!!!!!'!"""" /J ll- ,S - a-:c~ 217 Hamill, Margaret H. 204-01-9267 Decedent's Complete Address: STREET ADDRESS 770 South Hanover Street CITY I:TATE Ill? Carlisle PA 17013 Tax Payments and Credits: ,. 2. Tax Due (Page 1 Line 19) Credits/payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 3,743 3,415 180 Total Credits (A + B + C ) (2) 3,595 '3. lr\te,esVPenalty \i applicable D.lnterest E. Penalty 4. TotallnteresVPenalty ( 0 + E ) If Line 2 is grealerthan Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (3) 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 5 + 5A. This is the BALANCE DUE. (4) (5) (5A) (58) AGENT 5. 148 Make Check REGISTER OF 148 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ,. 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? (f death occurred after December 12,1982,d\d decedent transfer property within one year of death without receiving adequate consideration? Did decadent own an Min trust for" or payable upon death bank account or security at his or her death? Yes D D D D D D 2. 3. 4. Did decedent own an Indivldual Retirement Account, annuity Of other non-probate property which contains a beneficiary designation? o IF THE ANSWER TO ANY OF THE ABOVE QUESilONS IS YES, YOU MUS; COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. D No o o o o o o Under penalties of perjury, I declare that I have examined this return, including accompanying sctledules and statements, and to the best of my knowledge and belief, it is true, ar.d comela!s, Declaration oj PT8ilaler o'ther than the personal represents-tive is based on all information of whictl preearer has any knowiedae SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN /hi( .,7' "'-rt Ab.~ ^'"., L ADDRESS DATE 1(/",,/" " . 7 Alliance Drive Ca. Pen - 1711113 SIGNATU F P EPARER OTHER THAN REPRESENTATIVE -) / 't.-/....-. AD 5 South Hanover Street, Carlisle, Pennsylvania 17013 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 suNivif\g spouse is 3% [72P,S. Section 9116 (a)(1.1)(i)]. For dales of death or. or after January 1, 1995, Ihe tax rale imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a)(1 .1}(iil). The statute does not exempt a tre.nsfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if tne surviving spouseislhe 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 yeers of age or younger at death to or for the use of e natural parent, an adoptive parent, or a stepparent of the child is 0%[72 P,S. Section 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. Section 9116(1.2) [72 P.S. Section 9116(a){1}]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% {72 P.S. Section 9116(a)(1.3}] .A sibling is defined, under Section 9102, as an individual who has atleasl one parent in common with the decedent, wnether by blood or ado?\iOl"l. 217 REV.1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESiDENT DECEDENT ESTATE OF MarQaret H. Hamill FILE NUMBER 21-02-0634 AU property jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Prudential, #9947-7455 (38 shares@31.83) 2. Eaton Vance Mutual Funds, Acct #5016255563(3841.875 Shares @5.86) VALUE AT DATE OF DEATH 1,210 22,513 TOTAL (Also enter on line 2 Recapitulation' $ (If more space Is needed, insert additional sheets of the same size) 23 723 WSJ.com Stock Charting for PRU 3/19/0311:14 AM WS,J HISTORICAL QUOTES lli1J:;1 fJ cLes;;, .fllm 7/2102 Get another quote any day after 1/211970 1/211970 Date: 17/2/02 II) Symbol: Copyright @ 1998-2003 BioCharts com Inc. Historical and current end-of-day data provided by FT Interactive Data. I ,2 M::>nth (DaiIY~ 'If\~ ! 'I \,/ , , I---~ , ' I f 1 i ! '---__,_~_~;.l-,~___,__, @BigCharts.com I I ! , P4 ..Jul ;lli'S8\.iVUb:1 .1.inIl 2mo ~ QJllil ill ~ ~ ENTREPRENEURIAL ADVICE, FRANCHiSE OPPORTUNITIES. Copyright @ 2003 Dow Jones & Company, Inc. All Rights Reserved http://www.bigcharts.com/custom/wsjte/wsjbb~histofical.asp?symb=pru &sid=8630&close_date=712/02 Page 1 of 1 - " ...., - ..... - LEGG MASON P~~~u~D Account Statement Legg Mason Wood Walker. InCOflJOf8ted Membw1Mw YOI1( Stock &c"-nge, 1nc./MembvstPC - - Page: 1 Account: F.A.: 360-00695 CJM January 31, 2003 - - 68,532 DAWN STANARD EXEC EST OF MARGARET HAMILL C/O STEPHEN TILEY 5 SOUTH HANOVER ST CARLISLE PA 17013 CHARLES J MCKAIN/DAVID K. METZ LEGG MASON WOOD WALKER INC 419 STONEHEDGE DRIVE SUITE 1 CARLISLE PA 17013-9128 (717) 258-4363 (800) 348-1776 1...111...111...,..11,.11.1.,1.1 Cash Balance 1,141.46 This Statement 1,141.46 You may have purchased mutual funds, annuities, limited partnerships or other investments which are not reported as positions on this statement. If so, you will receive periodic statements directly from the fund, insurance company or partnership. Opening Balance Oosing Balance Cash 0.00 1,141.46 Date Transaction 01/31 YOU SOLD Quantity 38- Description Price Amount PRUDENTIAL FINANCIAL INC UNSOLICITED TRADE HADE BY US AS YOUR AGENT 31. 75 $1,141.46 Date Transaction Quantity Description Price Amount 01/27 RECEIVED 38 PRUDENTIAL FINANCIAL INC Investment Objectives Investment objectives for your account are shown below. If you have any questions concerning these objectives, or wish to change them, please contact your Financial Advisor. 1. Other Statement Continued on Reverse Side See Enclosed Brokerage Account Statement Disclosure For Important Information le001 68,532 274 129,442ZBA 11 02A:l1103; 14:51 . . Historical Prices )14/00 6:04PM "Y1\.HOO!RNANCE.w Search -Finance Home - Yahoo! - HelD Historical Prices - ECHIX () As of Jul-02-02 More Info: Quote I Chart I Profile Start: I Jul . ~ .~ End: I Jul I ~ f2l2oil: @ Daily o Weekiy Q Monthly o Dividends Ticker Symbol: IECHI~ I Get Data I Aren't Life's Little Moments Great? State Farm is Here for Your Family. Date Open High Low Close Volume Adj. Close> Download Soreadsheet Format · adjusted for dividends and splits olease see F AO. STATE FARM A Jul-02-02 5.86 5.86 5.86 5.86 o 5.86 INSURANCE ,:. Questions or Comments? Copyright@ 2003 Yahoollnc. All rights reserved.Privacv Policv ~Terms of Service Historical chart data and daily updates provided byCommoditv Svstems loc resn. Dala and information is provided for informational purposes only, and is notlntended for trading purposes. Neither Yahoo l'\O( any of its data or content providers {suchas CSI} shall be liable for any errors or delays in the content. or for any actions taken in reliance thereon. http://chart.yahoo_com/d?a..6&b_2&c''2002&.doo6&c'''2&f=2002&,g''d&.s''ECH1X Pl1gelofl EATON VANCEAccount Statement MARGARET H HAMILL TRANSACTION DETAIL BY FUND: JANUARY I, 2002 - SEPTEMBER 30, 2002 Trade Date 01/22/02 01/22/02 02/22/02 03/22/02 04/22/02 OS/22/02 06/24/02 07/22/02 08/06/02 Tvve of Transaction Beginning Balance Telephone Redemption Divide-ud - Reinvest Dividend - Reinvest Dividend - Reinvest Dividend - Reinvest Dividend - Reinvest Dividend - Reinvest Dividend - Reinvest Transfer Ont Closing Balance Shares 4,545.848 924.499 38.957 31.682 27.276 30.487 30.234 33.028 28.862 3,841.875 0.000 Share Price $6.47 $6.49 $6.49 $6.25 $6.34 $6.33 $6.2~ $6.02 $5.79 $5.64 $S.S'J YEAR-TO-DATE FINANCIAL FUND SUMMARY Dividends & Short-term Callital Gains $1.371.05 Long-term Cavital Gains $0.00 Taxes Withheld $0.00 Additional Information Dollar Amount $29,411.64 $6,000.00 $252.83 $198.01 $172.93 $192.98 $188.36 $198.83 $167.11 $21,668.18 $0.00 Deferred Sales ellame $0.00 Are you interested ill upgrading your investment portfolio? We are pleased to introduce the Eaton Vance Low Duration Fund __ featuring a portfolio ofbigb credit quality fixed-income securities with a duration oftbrec years or less. Not only can this new Fund help improve lbe overall credit quality of your portfolio, but il can also help rednce inlerest rate sensitivity as well as provide yon with the opportunity to earn a competitive income stream. Call your Investment Professional for a prospectus with more information. including ('barges and expenses, on this or any other Eaton Vanee Fund. Read it earefuHy before investing. Eaton Vance Distributors. Inc., 255 State Street, Boston, MA 02109 (800)225-6265 WWW.eatollvance.l'om 5t\ EK" 099994 12600 Managed Investments ~~G~~~t~I~[~~~~~~~~~ I 005 sex: coo 2 o 143160 PAGE2of2 AT REV-1508 EX.. (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Margaret H. Hamill SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-02-0634 Includ.. the pro~eed8 of 1~1g8lion and th" date Ihe proceeds were .tlO8lved by the estate. ALL PROPERTY JOINTL V-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST Be DISCLOSED ON SCHEDULE F ITEM . VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Allfirst Bank, Golden Age Checking Account #40422895 3,505 2. Allfirst Bank, MMA Account #951012120 360 3. Cash 25 4. Refund, Sprint 10 5. PSERS, Retirement Fund 179 6. Refund, 2002 U. S. Individual Tax Return 454 TOTAL (Also enter on line 5, Recapitulation $ (If more space is needed, insert additional sheets of the same size) 4,533 / U allfirst Allfiest Financial Center N.A. PO. Box 900 Millsboro, DE 19966 August 19.2002 Phone (302)934-2916 Fax (302) 934-2955 Frey & Tiley Attn: Stephen D. Tiley, Esq. 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Marf!aret H. Hamill Social Security: 204-01-9267 Date of Death: July 2,2002 Dear Mr. Tiley: In response to your request, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following accounts. 1. Type of Account Golden Age Checking Account Number 0040422895 Ownership (Names oj) Margaret H. Hamill Opening Date 08/28/64 (now closed) Balance on Date of Death $3,504.65 $ 0.00 Accrued Interest Total $3,504.65 2. Type of Account Money Fund Alternative Account Number 0950339753 Ownership (Names oj) Margaret H Hamill Opening Date 1J /05/99 Closing Date 05/03/02 (Transferred to Account 951012120) 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Margaret H. Hamill 21-02-0634 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ,. Thomas Rowett, Honorarium 25 2. Sidney Harris, Honorarium 25 3. Leon Young & Helen Young, Honorariums 100 4. W. Orville Kimmel, Advertising (Obituary) 83 B. ADMINISTRATIVE COSTS: 1. Personal Representatlve's Commissions Name of Personal Representative (s) N/A Social Security Number(s) I EIN Number of Personal Represenlative(s) Street Address City State Zip Year(s} Commission Paid: 2. Attorney Fees 2,122 3. Family Exemption: (If decedent's address is not the same 8S claimant's, attach explanation) Claimant N/A Street Address City State Zip Relationship of Cla'lman! to Decedent 4. Probate Fees 93 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Fiiing Fee 15 TOTAL (Also enter on line 9 Recanltulation\ $ 2,463 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (6-98) AT COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN E I NT D T ESTATE OF Margaret H. Hammill SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-02-0634 Include unreimbursed medical expenses. DESCRIPTION ITEM NUMBER 1. Omnicare Pharmacies. Medical 2. Chapel Pointe at Carlisle, Medical 3. Bank Fee for Checks 4. RJ. Romberger Memorials, Grave Marker VALUE AT DATE OF DEATH 164 136 14 525 TOTAL (Also enter on line 10 Recanitulation\ $ (If more space is needed, insert additional sheets of the same size} 839 217 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Mamaret H. Hamill 21-02-0634 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONISI RECEIVING PROPERTY Do Not List Trustee/51 OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Dawn Stanard 7 Alliance Drive Carlisle Pennsyivania 17013 Friend 100% of residue of estat, 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. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- 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) . '.. ':-J ~s c~ " \:.' "j; ~ ~.... LAST Will AND TESTAMENT OF MARGARET H. HAMill I, Margaret H. Hamill, of the Borough of Carlisle (770 South Hanover Street), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my residuary estate. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND I declare that I am unmarried and that I have no children. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in equal shares, as follows: (a) Fifty (50%) to my friend Eleanor Bullock of 881 Messiah Village, Mechanicsburg, Pennsylvania 17055, provided she survives me by ninety (90) days, and, \ - IT ~' r,! '. ,', \' (b) Fifty (50%) to my friend Dawn Stanard of 7 Alliance Drive, C.arlisle, Pennsylvania 17013, provided she survives me by ninety (gO) days. Should either of them fail to so survive me then the share such deceased friend of mine would have received shall/apse and be added to the remaining share. Should neither of my said friends so survive me then all the rest, residue and remainder of my estate, real, persona/ and mixed, and wheresoever the same may be situate, I give, devise and bequeath to The Alliance Home of Carlisle, PA, Inc.. trading and doing business as Chapel Pointe at Carlisle, of 770 South Hanover Street, Carlisle, Pennsylvania 17013. i. '''1 ;.J::': i ~h )" " \. 'l1. FOURTH I hereby nominate, constitute and appoint my friend Dawn Stanard of 7 Alliance Drive, Carlisle, Pennsylvania 17013, as Executrix of this my Last Will and Testament. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. The terms Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Last Will and TeSlamtlll of Margaret H. Hamill Page 1 of3 , Executrix appDinted in this will, Dr any Dther AdministratDr appDinted by a CDurt Df cDmpetent jurisdictiDn. FIFTH In additiDn tD, and not in limitatiDn Df, the powers conferred by law or by other provislDns of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in [hislher] sole discretiDn: (a) To retain in the form received, and to sell either at public or private sale, Dr to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) TD invest and reinvest in all forms Df prDperty, notwithstanding the fact that any Dr all of the investments made are of a character or size which but for this expressed authority WDuld nDt be considered prDper fDr an Executrix. (d) To exercise any Dption or rights arising frDm the Dwnership of investments. (e) To compromise claims without CDurt approval and without the consent of any beneficiary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages (inciuding nDtary page), this 27TH day of March,2002. '?'JZ (1,,# ,_! ~ Ii . . 1:;;(""&.:'1 . H;t'~,m....0~SEAL) Marg . et H. Hamill Signed, sealed, published, and declared by Margaret H. Hamill the Testatrix above named, as and for her Last Will and Testament, in Dur presence, whD, in her presence, at her request, and in the presence Df each other, have hereuntD subscribed our names as attesting witnesses. # ;JJ,~~ ;:1aW<.t.- )1'}. eu.db . LAst Will and Tuiamelll afMargarel H. Hamill Page 20/] COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF CUMBERLAND ) We, Margaret H, Hamj)l, the Testatrix in, and .,.s+~/_ -v//7iey and /..-A-U/"1-- //1. A% a;'~ 7fL-- ,the witnesses, to the Last Will and Testament, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: a. that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and b. that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed: that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament 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. 7f,'8.:t..u/t~!:-jf 1ItM-},~-l't ,. Marg , et H. Hamill ~j/lj{ AJ ~ ? ~ ( /} ;;/f~dYrL- 7)7. /t::r.r:.{/e-ft:;- Subscribed, sworn to and acknowledged before me by the Testatrix and the witnesses above-named, this 27TH day of March, 2002. ~A~ Notary Pu o-v.. Notarial Seal u. Betty Lou Ze,ry, Notary Public ...... H91fy Sprlnga Bora, Cumtierland County My eommlssfon Expires Sept 21, 2002 Member. Pei'lnsyIvanIa AsBoclalton of N0t8rll8 Ltm Will and Tes/utllelll of MaTBaTel H. Hamill Page3Q/3 Estate of also known as Margaret PETITION FOR PROBATE and GRANT OF LETTERS No. 21-02- (..3" To Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania H. Hamill 204-01-9267 Social Security No. The petition of the undersigned respectfully represents that: Your petitioner(s). who is/are 18 years of age or older and the ex cutrix in the last will of the above decedent, dated March 27,2002 and codicil(s) dated N/A named (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 770 S. Hanover Street, Borough of Carlisle, Carlisle, Pennsylvania (Ltst street, number and municipality) Decedent, then 82 years of age, died at 770 S. Hanover Street, Borough of Carlisle, Carlisle 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: No Exceptions July 2, 2002 Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: ~ooo.oo $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; admimstration c.I.a.; admmistration d.b.n.c.l.a.) thereon. ~~~~~~ Dawn tanar 7 Alliance Drive Carlisle PA 17013 OA'rfl UP P.eRSO~AL RkPRSENTATlVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affinn(s) that the statement in the foregoing peition 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 decedent petitioner(s) will well and truly administer the estate according to law. ~.~~. &a...~ -CJ.. Jh. ~ AAfi- Sworn to or affirmed and subscribed before me this 12th day of JU7l02 C~ >&vpCw~ Mary ~WiS ~ /7- 7.5-~ Register No. 21-2002-634 Estate of Margaret H. Hamill , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW July 12,2002 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_ March 27, 2002 described therein be admitted to probate and filed of record as the last will of Margaret H. Hamill and Letters Testamentary are hereby granted to Dawn Stanard FEES $ 50.00 $ 6.0u $ $ g:88 Total_ $ 67.00 Filed. ..].\1),y... J.2.tA,., ,ZQQ 2....... , Mary C. Probate, Letters, Etc. Short Certificates(li~ Renunciation x-Pages (2) JCP Stephen D. Tiley ATTORNEY (Sup. Ct. I.D, No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE 32318 ..-.. ,r" ~ ,~ ,""": L- C. r' ~ -) Put letters in Attorney Tiley's file box. "" I-Ill1~.i((h IH.\' ')/H(, J 1115 JS (0 certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be Ic)[warded [(I the Sute Vita] Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8385332 No. lll{~G~qrp;~;~~... "",*\.;:./. ~41 ~ l\~/ . ~.~ ,~I ~~<L.\ !~i .L.. \,~~ ~ 5i :"'.. Ii:~ ~'*~ ,/*$ ~ a,"t,'>' " /~l '\.~'c-. ~"",I' "" ";fL;' /<-'to"ll '. 7iji,~"" .i. ~\. ", %~:"'r!fNT \)'\:/:;IJ.!.!' ~ ~ /:Y( cj-;;;~~7 Local Registrar (j Fee fen thi~ cerdllc;Ite, $2.00 JUL 0 4 2002 Date 'JRs\lU87 COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL AECOAOS CERTIFICATE OF DEATH .,. "" - 1itoI1I\. t!i;Jn~.ai:OAAI D -.ship? 17".~ ::""~":::at MOTHER'S NAME ,F... "'-. M_ Soo~_)-y ". I.UEu lrf:/LlJI6'f/E0 INF()RM..t.NrsMAIlIMCUOOAESS(5Ir....CI!y/iMn.Slu..ZipCoolI A - ... 7 A/.j.lr) ''::tE DE!' e "7 S~'J.. c://tAf.5LE Pl..ACE OF DISPOSITION. N_atC.!!!!!!!!y> c,........., lOCAflOH .CilyIbwn. SI.oIe.lipCoc>> ",OI""P~. I S;ffoo;).s C'e.m t- rE.fl.Y ="YlO ... (!,1Itr78Ef2/.. ANb IYiRl'CH.2/,/4.20 crrv. BORO. TWP OF DE...TH uie!..i ~ J..c RACf...._IncQ<l.8lac:k.Wh..~ <'.""', .. COUNTY OF OERH ... ". /..ljIfITt;; 'S\.IfWWlI'IGsPO\JSE (II_._~_, 110 SO<./TIt IIAN'O'f,.t. 5ri!EET 1.. (]',fJI2/-/SJ..E I PA }r-/o/3 FAn4ER'SNAMEtF_~, MiOdI.. Lastl _ ". 8RAZi<LIII HI1/IiILL. INFORMANT'SNAME(fI'i*f'MQ .... DAWN S~ "I J:>D UEmOOOF OISPOSlT~ O 8unelHJ Cr.....lionO 1'1___51...0 00Mli0n 0lI.-(~ ". .......,.. 11..$1.0.. , ?E,f,i.j"VLIJI1AIIA MAflllAlST.lll'US.__ N._........-.J.~. O~(5pe<;ly1. 14. A) GR mA,(~ Ie. n OECEOEtfT'SUSUAL OCC\JJl.Q1Olt Klf'IOOF 8USINESS/INOllSTRV (~":",~;::k."=':::'.1:n' B/../6 .';X;HCvL HL n/J(!/-IE;.!. "... eDuc/i11Cw DECEDENT'S lAAIlIHGAOOAESS(Su_.~,s... z,!>coo.\ <:eOEHT'S ACTUAl. RESlOf:NCE (5ee..-ul'1I<YIlI --, 1,,,.0 ......~Wed... - <!/I,{!':I S ~ E - P/I 176/3 IIAtt-/~'dLl,2(. I PA (7'1 0_3 ToItlof,*:,~~';"'~,"UlI~,..s""~Mt:"".d-.'-_P\'C'~:.,* "\W na. ::>o.....J...u......'--.).:..~ TIME OF DEAtH onE PROMOOttCEOoeM)\~~. o.y. 'tNl) 21.. ....I.tEAMO...OOfIESS..'lffACllITV ~, "". 0, cJ/' ?'l ~Le ' i ? I.. LICE~~ENUMllER ON'l"tS'SO\-L Q,_U"L_G"J.- ~ Z:k Wl\S CASE REFERRED TO MEDICAl Ex.u&IN!1R1COROHEJI? ~.O ". \")::l..S \' o. D. (Y,_01--0:>.- 27.PoUn'I; f_f""diMllH..,njul"''''~I_whic''~M<llflede..n [lonot.nl"'IIIe_Otdyng,su<;n..c"'~o'f'spol.'cryaJf"'I.$llo>CkDltle""l""". WIlanty~,,-O'\.__ ~Ill! (,c... ". ,- 1="= , : PARt<<: 0lIlM~C()tIlIIllioN~104uolh.l>UI not~,"IIllI~_QiYeft,"PARfI rr-~ t~~ic..ll'" ~t "'''~"T OUE 10(00 AS... CQNS€OUENCE Of)' ""'~ DUE 1O(QFl AS'" CONSEQUENCE Of)- OUElO(OfIASACON5l::OUENCE Of) , WERE "'UlOf'SV FINDINGS NAlL.A8l.EPRIORlO COMPleTION OF CAUSE OFOERI't1 MAHNEAOI'DE.ATH OAl"EOF IM.!URV (....".,..O'y,.......l T1j,lEOF IM.!UflV IMJlJRVAlWOAA? DE~leE I'tOWINJURYOCCURflEO. ...0 ~O """" ,.., o o _.g o o o PLACEOI'tM.!URY "I........., talm.w.;': tao;lDly.ol6c. III -.g.MCI5pOI<'M .... _0 ~O -. k"""" ~ndonQln"''''9Olliorl COu*dnotbe"-t.rm....Ml LOCIlfIONfSlr_, C~_SWl"l 28L 2.... CER1""IEfIIC",,",.DlII~onel 'QJI'UF'fiMQPWfSlCIAN IPh.s>c""'C.....V"'<l~..."'<k'..111 wh""~nOlt>", '-"'\I"","'" l1a$poonoo..ro;;Mldeall1 an<>cOO1po"I..on"", JJI To__olmwkllOwledQe,~.thOCC__"'_C."Mj.l.ndma.....r..llira.cl D. ~ SIGNATURE TITLEOFCJ.t'-T1FIf') 0310 "0.. 00"'. o~\..... r-- lICENSEttUMeEP. D.Ii'I'i D(~.Day,_1 i-I ,,,,""!>~~2:.'11 c.u__. "..~,,,'"'t"3 :1-<,1)2 N..ME "NO ..CORESS ')f' PERSON WkQCOMPLETEOCAUSE OF OiATH (1I""b~Ya'K;~ f. ~ rA N~CJ.J~ J,... U " "0 ~ L>.:> 'U..J"\\A'i ~,,~ [),o.le"le~;;;;;;oa~_" fh<l I1..1'lC~~ ...""0"40.J,....."'(l A.NQCERllf'flMQ ~'fSICIAN jpt,ys.c...., b~11 ;.l'''''''',"OC"'<) "eall1 """ ~"""oI""", 1<.> c""" o' dlIalN to....._olm1l'kl>ow..~...d.....""'''...'edal....._. d.,., ..ndpt"".. ."dll....oln.UUH(.I.fMl....nn.'.. .1.tN '''EDICAL EXAUINEJlICOAONEJI On "'e N". o'...mln.'lcm .n4Iot inve.1igal.on. in mw op'n,on. d..ln occu".d.1 the Urn.. d.l.. and pl.C', .nllllu. to 1/.. <:.".../.) and 31."'......,...,.led... ........ .......<... ..... ...........,.... ....... .. ..... .............. . JlEGI5TFI.A.'2'~~GI\I"rlJREAtltlll\llJU6ER~.-....- -~- --~-- --- / 7';-:/J'" . ~ I.J,/,..)'/,/I U~.t:/ ,/ - ( 7~~/.l.?-"ol.".~~~....-.---' . . . . - - --;1---~----_..~----..- .. It/;_!I,JtJ(') L ~ i (s, ~t .~ K:: ~ .~ " r ~. LAST WILL AND TESTAMENT OF MARGARET H. HAMILL ,::;2/- C d'0.,j'<.j I, Margaret H. Hamill, of the Borough of Carlisle (770 South Hanover Street), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my residuary estate. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND I declare that I am unmarried and that I have no children. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in equal shares, as follows: (a) Fifty (50%) to my friend Eleanor Bullock of 881 Messiah Village, Mechanicsburg, Pennsylvania 17055, provided she survives me by ninety (90) days, and, (b) Fifty (50%) to my friend Dawn Stanard of 7 Alliance Drive, Carlisle, Pennsylvania 17013, provided she survives me by ninety (90) days. Should either of them fail to so survive me then the share such deceased friend of mine would have received shall lapse and be added to the remaining share. Should neither of my said friends so survive me then all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to The Alliance Home of Carlisle, PA, Inc., trading and doing business as Chapel Pointe at Carlisle, of 770 South Hanover Street, Carlisle, Pennsylvania 17013. Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. FIFTH In addition to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in [his/her] sole discretion: (a) To retain in the form received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages (including notary page), this 27TH day of March,2002. 7J?;t~r!L1 i( ~m:J~SEAL) Margatet H. Hamill Signed, sealed, published, and declared by Margaret H. Hamill the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. A~ . . ;;//4/ -;;(). 0/~ yfaJ:t'U-- )71. A~J4'ti7 COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) We, Margaret H. Hamill, the Testatrix in, and ~"-/-~ 4t:WVv, / /Iey and /v,4,-,~ /11.. ,a uP", ,1/ , the witnesses, to the Last Will and Testament, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: a. that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and b. that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament 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. VI -It--.a :M I P'rJ ;,na~~./',?r' 'k'Yh-",~~/ Marg et H. Hamill F;?A ;f)" ? 0 '7 t/)atLI:,c7J}, k('L;Deft~ Subscribed, sworn to and acknowledged before me by the Testatrix and the witnesses above-named, this 27TH day of March, 2002. ~)(~ H I Notarial Seal Betty Lou Zary. Notary Public MMl HoUy SJ>rlngs Bora., Cumberland Counly y Commrssfon Expires Sept. 21. 2002 Member, Pennsylvania ASSOCIatIon at Notaries J CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MARGARET H. HAMILL Date of Death: JULY 2, 2002 Will No. Admin.No. 21-02-0634 To the Register: I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on: August 14, 2002 Name Address Dawn Stanard 7 Alliance Drive, Carlisle, Pennsylvania 17013 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: August 14, 2002 ,- Name: Address: Sj~ Stephen D. Tiley 5 South Hanover Street Carlisle. Pennsylvania 17013 \ X)~7~ -, ? Capacity:_Personal Representative -XCounsel for Personal Representative 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 TILEY STEPHEN D ESQ 5 S HANOVER ST CARLISLE, PA 17013 nn__~_ fold ESTATE INFORMATION: SSN: 204-01-9267 FILE NUMBER: 2102-0634 DECEDENT NAME: HAMILL MARGARET H DATE OF PAYMENT: 10/02/2002 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 07/02/2002 NO. CD 001677 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,415.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: STEPHEN D TILEY ESQUIRE CHECK# 3812 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $3,415.00 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TILEY STEPHEN D ESQ 5 S HANOVER ST CARLISLE, PA 17013 n____~_ fold ESTATE INFORMATION: SSN: 204-01-9267 FILE NUMBER: 2102-0634 DECEDENT NAME: HAMILL MARGARET H DATE OF PAYMENT: 04/02/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/02/2002 NO. CD 002376 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $148.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: STEPHEN D TILEY ESQUIRE CHECK# 1015 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $148.00 DONNA M. OTTO DEPUTY REGISTER OF WILLS \, ;-)- ?S-.;:v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0&01 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Recor'~:EC Reqi;:.1 ~'~ - '.f CiDA TE ESTATE OF DATE OF DEATH FILE NUMBER AlO :4tiJUNTY ACN 05-12-2003 HAMILL 07-02-2002 21 02-0634 CUMBERLAND 101 "OJ MAY 16 STEPHEN D TILEY FREY & TILEY 5 S HANOVER ST CARLISLE '*' IIEV.1541 EXAFP CO!-03l MARGARET H Amount Remitted C}Stl-<-~' __ ,.;r 1701J::Umbeiiil' "iJC FA MAKE CHECK PAYABLE AND REMIT PAYMENT TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PA CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... REY:154TEif-AFP--("oY:03Y-iiiiYicE--oF-YliHE,fiTAircE-Yix-A-ppRATsEMiiii--,--ALL-owAircE-il-i----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HAMILL MARGARET H FILE NO. 21 02-0634 ACN 101 DATE 05-12-2003 TAX RETURN WAS: (X> ACCEPTED AS FILED CHANGED 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/Hotes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E) 6. Jointly Owned P~ope~ty (Schedule F) 7. T~ansfe~s (Schedule G) 8. Total Assets .00 23.723.00 .00 .00 4.533.00 . DO .00 (I) (2) (3) (4) (5) (6) (1) APPROVED DEDUCTIONS AND EXEMPTIONS, 9. FUne~al Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Ho~tgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Retu~n (9) (10) 2,463.00 839.00 (11) (12) 13. 14. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J) Net Value of Estate SUbject to Tax NOTE: To insu~e p~ope~ c~edit to you~ account, submit the upper po~tlon of this fo~m with you~ tax payment. (8) 28,256.00 (13) (14) 3.30;> nn 24,954.00 .00 24,954.00 NOTE: If an assessment was issued previouslY. lines 14. 15 and/or 16. 17. 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX, 15. Amount of Line 14 at Spousal ~ate 16. Amount of Line 14 taxable at Lineal/Class A ~ate 17. Amount of Line 14 at Sibling ~ate 18. Amount of Line 14 taxable at Collate~al/Class B rate 19. Principal Tax Due (15) .00 X DO .00 (16) .00 X 045 = .00 (17) .00 X 12 .00 (18) 24,954.00 X 15 3,743.00 (19)= 3,743.00 TAX CRE"ITS, PAYMEMT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-02-2002 CDOO1677 179.74 3,415.00 04-02-2003 CD002376 . DO 148.00 TOTAL TAX CREDIT 3,742.74 BALANCE OF TAX DUE .26 INTEREST AND PEN. .00 TOTAL DUE .26 * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( 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 SInE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before Decellber 12, 1982 -- if any future intfu'est in the estate is transferred in possession or enjoY.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for vears, the COMmonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (eollateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requireMents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000, (72 P.S. Section 9140>. PAYMENT: Detach the top portion of this Notice and subMit with your pay.ent to the Re8ister of Wills printed on the reverse side, uHake check or lIoney order payable to: REOISTER OF If ILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, lIay be reQuested by cOIIPleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REY-]313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forlls ordering I 1-800~362-20501 services for tax~ayers with special hearing and / or speaking needSI 1-800-447-3020 (TT only). OBJECTIONS: Any partv in interest not satisfied with the appraiseMent, allowance, or disallowance of deductions, or assessllent of tax (inclUding discount or interest) as shown on this Notice lIuSt object within sixty (60) days of receipt of this Notice by: --written protest to the PA Departllent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the lIatter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assesSNent should be addressed in writing to: PA DepartNent af Revenue. Bureau of Individual Taxes, ATTNI Post Assessment Review Unit, Dept. 280601, Harrisburg, PA l712B-0'01 Phone (717) 187-'505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV~1501) for an explanation of adllinistratively correctable errors. DISCOUNT I If any tax due is paid within three (3) calendar months after the decedent's death. a five percent (5X) discount of the tax paid is allowed. PENALTY: The 15% tax a~nesty non-participation penalty is computed on the total of the tax and interest assessed. and not paid before January 18. 1996, the first day after the end of the tax a.nesty period. This non-participation penalty is appealable in the saMe manner and in the the same time period as YOU would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) Months and one (1) day from the date of death. to the date of payllent. Taxes which becalle delinquent before January I, 1982 bear interest at the rate of six (6XJ percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January I, 1982 will bear interest at a rate which will vary frail calendar year to calendar ~ear with that rate announced by the PA Departllent of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Rate ~ Year ~ ~ Year ~ Dailv Factor Year 1982 20% .000548 1987 OX .000247 1999 7X .000192 1983 16X .000438 1988-1991 11X .000301 2000 "" .000219 1984 11X .D00301 1992 .x .000247 2001 9X .000247 1985 l3X .000356 1993-1994 7X .000192 2002 'X .000164 1986 10% .000274 1995-1998 'X .000247 2003 5X .000137 .~Interest is calculated as follows: INTEREST = BALAlICE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -~AnY Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date af the assessllent. If paYMent is lIade after the interest co.putation date shown on the Notice. additional interest .ust be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Margaret H. Hamill Date of Death: July 2, 2002 Will No. Admin. No. 21-02-0634 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: 1. State whether administration of the estate if 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 ( ). (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes (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. ro \'! co <:::::-: ~ ~ ~-;?~ gna ure Date: June 18, 2003 -". "5 -:J Stephen D. Tiley Name (Please type or print) 5 South Hanover Street Address r-- - p ~') .-.l z,; ~ -j6 (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X) Counsel for personal representative