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Home My WebLink About02-0713Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Frank R. Reese also known as Rick Reese Deceased No. 21-02-713 Social Security No.161-40-1441 Petitioner(s), who is/are 18 years of age or older, apply(ies) for (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut named in the Last Will of the Decedent, dated 4/3/2002 and codicil(s) dated 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 the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente life, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 25 Reese Road, Penn Township, ShippensburQ PA (list street, number and municipality) edent, then 51 years of age, died ~j~_, 2002 , at Hershey Medical Center (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 ..................................................................................................................... $ 0.00 Real Estate situated as follows: 25 Reese Road, Shippensburg, PA Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence ~T~l. t ~--~<o ~-. UJ/.Lt,~ I Laura Jean Witter 135 Foltz Road Shippensburg PA 17257 ~. RW-7 ~~-moo - 9 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Oath of Personal Representative Commonwealth of Pennsylvania COlJnty Of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the est Sworn to and affirmed and subscribed before me this 9th day of AUGUST DECREE OF REGISTER Estate of Frank R Reese Deceased No also known as Social Security No: 161-40-1441 Date of Death: AND NOW, AUGUST 9 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ^ of Administration (c.t.a., d.b.n.c.t.; pendente life; durante absentia; durance minoritate) are hereby granted to Laura Jean Witter in the above estate and that the instrument(s), if any, dated Air; 1 ~ . 2002 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. Letters ...... FEES $ 18.00 $ 18.00 $ 9.00 ~ 5.00 Regis f Wills Short Certificate(s) ............... Renunciation ........................ Affidavit ( ) ..................... Extra Pages ( ) ............. Codicil ................................. JCP Fee ............................... Inventory & Tax Farms......... Other .................................... 50.00 TOTAL .............................$ RW-7A ~/G U~L~C. ~~~ ~ l.L~tX.E2 Attorney: HAMILTON C. DAMS I.D. No: 10264 Address: P.O. BOX 40 SHIPPENSBURG PA 17257 Telephone: 532-5713 DATE FILED: ~'~~~ ~- 21-02-713 IOS_ROS REV'918C, This is to 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 forwarded to the State Vital Reco~~ds Office for permanent tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ ~ Local Registrar Fee for r}iis certificate, $2.00 ~' 8474165 No. 21-02-713 1ev rIBT `~C~ Date COMMONWEALTH OF PENNSYWANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT If rtp Made.LN/ SEK 40CIAl SECURITY NVMBEq Da1E0 C)EATH MCnm Ila, I ~ ~ ,. Frank Rickey Reese ~. Male ~. 161 - 4U - 1441 +. y~~(~~ 1 U~ 1 - ~ ~` - - ~~ (Mats AOE ILaN B~rrM•YI UNDER , YEAR UNDER , DIB' DATE Of BIRTH BBfTHPIACE C PUCE aDEATH ICMCx oMY nne-w,mvuclwan mu,ne~rael _ ____.. -_-~-_--~ iMOnm MaKM r Dap Ibua ; MMUrw DN Mrl "MM nr Fcrepn launnyl Cumberland Co . , OTHER' HOSPITAL: . lilrKl~ ERIOapaIMN G DOA ^ NIn'fp ^ Ilr ^ ~~ 3 5p Y^ ~ 811/22/1951 ,. Penn Twp. , PA ~ pe gauMnw ~ryl 8•. "°"" CEDENT OF HISIMNIC ORKiIN+ RACE.Am.rcanlMan_BIKx. vmaa arc D E • (,AUNTY OF DEATN [7TY,BOf10.TWP OF OEATN FAC0.fTY NAME (tt rol mv~nnpn. give ants ano r~urr,Uari WAS r ~ yy No L^J Y.e^KyN,apKIY C1Mn, ISpecavl Dau hin De T M. S. Hershe Medical Center M.•r•rI,PUMnRICan,Ne • ,B. White m' WP• Ba Y B P ~ . ____ 4. DECEDEM'S USUAL OCCUPATION KIND OF BUSINESSANDUSTRY VMS DECEDENT EVERM DECEDENT'S EDUCATION MAR,TAL STATUS~MrrVd $uMwING $PDUiF. IGw xvrdd workda.e dF rrar V$. ARMEOFgICE3T n c MvN Manad, W,dowd. fU .de :T`^m:vvn rvr+nl DNp.e.a rspRMl ENrNd coM•ry S :~ ror l reel a.ad.,B Ne:mMl„a. va ^ Np P9 1,, „` Self-employed IIB Dairy Farmer 11 18 12 7eNever Married ,8 ' DECEDENT'S MAIUND ADORE SS ISIraN.D•pTpw., `.aar. rq GOOaI DECEDENT'S P Penn l Vania nna • _ _ y Dp ,Ye.lO1 YM,dwrMlK EredM e _ I,B, ACTVAL 17.. StaN_ 25 Reese Road RESIDENCE Me•~ ~ ,~ Shippensburg, PA 17257 ~""" Ir Cumberland ^p *+ro' ,,.p, ~.,,,,,Ix,M°,a __ ~_____ _~w,ep•n fRIIER'4NAME Ifap, MaldN. lrtif -`. MOTHER'S NAMEIFnM.MaoN. Malts Swnamel ' 18, Herman W. Reese 18 Sarah G. Dietch ,NFORYANT'S NAME ITYp•IPr+I'c) INFORMAM'9 A1AILp10 A0011ESB ISe•N. CM/TOrvrl, SMN, rip CoMI Doris J. Hamilton 210 Smith Road, Shippensburg, PA 17257 MEiI100 Of d3POS,TgN E OF PIACf OF a • NYN aCEmNNy. CramAnvY LOCAT,ON .City/T . Sla^. TD Coo. cr«nNan^ 1Mngw11ran91N.^ ~ BApIVr.M.Nw) aaMrWKe Cumberland County, ^ ~~^ o :ls . 08/08/2002 S rin Hill Cemdter Shi ensbur PA 1 7257 • E„ 8,e, , „d, ' SKNNfURE OFF~ RAL 9E LK NSEE OR PERSON ACTING AB SUCN LICENSE NUMBF NAME AMDA 98 OF fACBJTY ~ 'l+/M. BEB. 012984-L ~~Fbglelsanger~Bridcar F.H., PO Box 336, ShippensblLT~, PA 172:11 CunpN• aNm 13tc oay wMn unlrymp b Ba pNK d my xnonMdq, MNn pcew•d N IM xm., oN• ara plan Aa,aO IICENSE NUMBER GATE $IGNE U Dn Mmin `earl Anyran,. rat naNde n uma d MNn w (SgMUra rN l~lyl . V v ~raF Urn.aa.Nn. KrM t42B mul MCOngMI•dW TIME Oi DEATN OAT PRA NCEO DEAD IMw.M. DaY'Mrl wx9 CASE REFERRED TO MEDICAL EKAMINEPoCORONERT ' ~ a~ pareen MaprWalnKN Maln_ NI ^ No L] a Ul2 U/ „. _.. , M. ~. 27. IARf 1: EMNIM dNnwa, anrAndCOrnpecNOrra.,xen cavlsdlMMam DO ra,edartM n,ooe of oyl ncneacardnean•pl arory arrwl, alacMa MlA laiWra IApNOeimNa PART R: aMr.pnIReMN COndwna opdrelningbdarn.M WNVM GNNeen na naullxp mM•undsd,+ra <•w,FVanm{MfTll n ••UI xrV a a UN l ' . er q o.a c w p I aNN Nrd dwd, BBYEdAT! CAUK (FN I ONaFwtlCCneaM / ' < I rarAVpa dMll-~ a l- J ,__ .-_.. _________ W IAR AS A C016EWENCE ~l T ~ r~~ ~ ~''1 I 1/1_,~~__`~ s.Blwrwfrenr,dKprr. p.~~(' ~~~r~ n 1L X enF. NEdYrpb wVVdBle Ol1E TO 10A A$ACONSEOUENCE AEI'. I err EreN UIOERLYMq CAl1B[ D a e I I ~-~____ ~ NaaNn VY I •N,aMaYd lYarMa 4RlOlOR AS ACONSEWENCE OfI'. I rasrrq n daNnl WT a WAS AN AUTOPSY WERE AUTOPSY FBlDBIGS MANNEROF DEATH DATE OFIWURY TIME OF INJURY INJVRY AT WORK7 DESCRIBE HOWINJURY OCCURRED PERFOf1MED'1 AWUBLE PR10/1 TO IManln. OaY Aryl ' t ~PQETK)N OF CAUSE Y 1~I MMriUd N ^ NUr a /Y• ^ No ^ r ARidnK ^ PNrdnlp MwN4•d,n ^ M. ~/ N+ L7 Ne^ ~~/ 'M U' No ^ Srb• ^ Coad npr lB MNlmurd ^ PUCE OFIWURY.Al11dM.IFrm. NrNt. Ne1dY..~. LOCATION(Skaw. CAY/Twvn.5Me1 EuKdng, Nc. I$pecMl 7Bn. tN. H. SOe. SBI. URf,FIFR fCncx o•al'an•1 • ' SIGN AND QCE IFIER ' YBIG MIYBICIANIPnyaKan cwulyfqurdeddnln wn•n aralMr pnWCW nN pendrncaO Mnd ana canalNetl ham 771 CERTN Terrwfa•rrYaa~KNdo•.e..m.KUr.ww»an.cNreq.t.nelnaw.New.e ..................................................... ^ 7 1 1 1~.C~ . Marl DATE SK3N DlMnxn. Dav. LICE U •PROFIOtINC1N0 ANDpRTIFYBq-NYBICIANIPnYVCan MInWMOUnCVpMaM aM CMI,yYgaeNHeddeNnl ~ 1b BN eaal a mY 4noI.NdBA MIN Kewred al er INV dNa arts plKe, aW ow,e de cauMl•I W manner N a,alW .......................... ^~ [ 1) / ~ ~Vx..~`~ ~ 1~ 1-/L~/. . , , D~~~~~~ NAME AND ADDRESS OF PERSON WHO COMPLETE CAUSE DEATH . •T/ED,CAi E%AMDYER/CORONER plem zn Typa a P.Im R r~1CJ YYl ~ f 1'r ~-) ~ ~ D An NV BaNa a/aaaminNlon and/W InveallBalWn, In mY oplnlon, M•M ep<umd al1M 11^a, dale, and plaea, and due le IM eawNal aW U • rwannK as NNW ................................................................. .. ............................. ],+. 7t. _ • AEGI$TRAR'S SKiNATURE AND NVMBER _ • DATE FILED (MOnIn OaY ~q~ ~ ~~ /~ / 7/~ ~I ~/ v o7l-Gb2 - ~'iV LAST WILL AND TESTAMENT I, FRANK R. REESE, of Penn Township, Cumberland Borough, County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as I have or may set forth in a separate memorandum (which is or will be signed by me, dated and make specific reference to this Will and memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. ITEM III: I devise and bequeath all the residue of my estate of every nature and wherever situate to my niece, LAURA JEAN WITTER, if she is living on the thirty-first (31st) day following my death. Should my niece, LAURA JEAN WITTER, predecease me or die on or before the 31 S` day following my death, I devise and bequeath such residue to my sister, DORIS J. HAMILTON. ITEM IV: Should both my niece and sister, LAURA JEAN WITTER and DORIS J. HAMILTON, predecease me or die on or before the thirtieth day following my death but leaving descendants who so survive me, such descendants shall receive, per stirpes, the share that such person would have received had she so survived me. ~ ~ ~~ ITEM V: If any property passes outright (either under this Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guardian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this appointment shall not supersede the right of any fiduciary to distribute a share where possible to the minor or to another for the minor's benefit. ITEM VI: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VII: I appoint my niece, LAURA JEAN WITTER, EXECUTRIX of this my Last Will. Should she fail to qualify or cease to act as EXECUTRIX, I appoint my sister, DORIS J. HAMILTON, Substitute EXECUTRIX of this my Last Will. ITEM VIII: I direct that my EXECUTRIX, custodian, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM IX: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and 2 ~~~~ c~ Testament, written on four (4) sheets of paper, dated this ~ day of a , 2002. ~ 7~~vc~~ ~~ ~~--e~~ (.SEAL) FRANK R. REESE The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature or initials of the Testator, was on the day and date thereof signed, published and declared by the Testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other have subscribed our names as witnesses hereto. /% ~1/~1~/`r~, ~ ~ • /~'-~._ _ residing at /Vi.~/ ~ ~, ~ / C c~ . ~- • residing at ~ ~ ~~~ 3 COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND I, FRANK R. REESE, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. //ti V''izQiH~ ~?~.._ee~Q (SEAL) FRANK R. REESE Sworn to or affirmed and acknowledged before me by-t'Y~r~~` ~~. J;=~'~~ ,the Testator, this ~ rc~ day of v , } , 2002. , otary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. ._ CJoiari~l ~p~i ...~.___m___._ Nichole J. K~Irerr, 9uatary ~ubl=c Shipperisbttrg Sorg ~,llmbr;~'ard ~ ~ ~~ t !~y Cammi Sig r Ex,~"sr~; ~s q 'r t~ ,, , We, ~"Q~NLI `'~(,~. I ~I~~ and ,{fib U~l,~ (~~~~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and un~er no constraint or undue influence. st i ~r Sworn to or affirmed and subscribed to efore me by ~i 1 / r ~~ ~~u~ ~ ~ .~ ; v i `' and ;--....~.- __...___ .... _ ..___.._._.._.. -, ~ n,c~ .+a..; ~~ 5 ~ ~ ~~'tl ~ (c , W1tneSSOS, th1S I~at ~'do!(, .1 iCt F~- n u hr .ry,~ 9~ b4 :: ~Y d~y of ; -- ~ , 2002. p"'V ~~r ~ rrt.:'' .>'• s Notary ~'ublic CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Frank R. Reese Date of Death: August 4, 2002 Will No.: 21-02-0713 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 21, 2002 Name Address Laura Jean Witter 135 Foltz Road, Shippensbur~, PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: 08/21 /02 J~ /y~ Signature Name: Hamilton C. Davis, Esq. Address: P.O. Box 40 Sh~pensburg, PA 17257 Telephone: 717-532-5713 Capacity: _ personal representative X counsel for personal representative LAW OFFICES OF ZULLIN~ER -DAMS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax: 717-264-1884 zuln rg law(a~supernet.com Dale F. Shughart, Jr of counsel HAMILTON C. DAMS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax: 717-530-5222 davislaw(a~supernet. com November 1, 2002 Register of Wills Cumberland County One Courthouse Square Carlisle, PA 17013 RE: Estate of Frank R. Reese Est. No. 2002 00713 21-02-0713 Dear Sir or Madam: Enclosed herewith please find an inheritance tax return, filed in duplicate, and payment in the amount ofForty-Nine Thousand Two Hundred Sixteen and 67/100 ($49,216.67), as payment at discount of the above estate. Since the discount is due November 4, 2002, this payment is timely filed with a postmark of the same. A check for filing fee in the amount of $15.00 is also enclosed If there are any questions or concerns, please contact me at the Shippensburg office. Thank you. Sincerely, ~~~~ J Hamilton' .Davis for Zullinger -Davis Professional Corporation HCD/njk Enclosure COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 260601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EXI11-96) NO. CD 001801 HAMILTON C DAVIS ESQUIRE PO BOX 040 SHIPPENSBURG, PA 17257-0040 fold ESTATE INFORMATION: SSN: 161-40-~44~ FILE NUMBER: 2102-0713 DECEDENT NAME: REESE FRANK R DATE OF PAYMENT: 11/01/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/04/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 549, 216.67 TOTAL AMOUNT PAID: REMARKS: HAMILTON C DAVIS ESQUIRE CHECK#122 SEAL INITIALS: JA RECEIVED BY MARY C. LEWIS 549,216.67 REGISTER OF WILLS REGISTER OF WILLS Rev. 1500U. If.adl w ~ ::.:::~tn U~" W~U :09 ufca ~ < I~ *' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~() Copyright 2000 form software only The Lackner Group, Inc. :;,;;<'> ,'.''''1;' CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPA YMENT ;>;:}lip~'; mmu':E: <L': ;\m;~;; \~;;:'::~:' o X 4a. Future Interest Compromise (date of death after 12-t2-82) o X 6. Decedent Died Testate (Attach copy 0 X 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) OX 9. litigation Proceeds Received D X 10. Spousal Poverty Credit (date of death between i 12.31.91 and1-t-95) ----- ~\!C'iiQiiiii.lSTiEpQM!>I.I@l:'ALt-CORJleS~CE-~D;cONFiDE/'(""'~.tAlt I~F~M!,.f[o-ii~H()j.I~[)Bt;\Ol~EC-tEpyg:;i1PT;~~i ~AME I COMPLETE MAILING ADDRESS . ~ r' Hamilton C. Davis , ~ ~ IRM NAMin-lfappilcabier-- ------- -------1 20 East Burd Street Suite 6 g; is Zullinger - Davis, PC I P.O. Box 40 ' u~ , h' b TELEPHONE NUMBER--- ---."-.-.--------: S lppens urg, PA 17257 717/532-5713 ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT_280601 HARRISeURG,PA 17128-0601 ~ z w o w u w o '1ieCEDENT'S NAME(LA1f( FIR:ST,ANDMIO-6CE-iNliiAL) , Reese, Frank R. 7lJ;UEOFOEATH(MM-DD~YEAR)----~l)ATtOF BIRTH (MM.OO.YEAR)' 08/09/2002 11/22/1951 OFFICIAL USE ONLY \1 iFILE NUMBER ; 21 , '1 +(iF APpLK::ABLEiSURVi\iiNGSPQUSE'S NAME ( LAST, FIRSTAND MIDDLE rNTTIAl)- N/A, 02 0713 NUMBER II x 1. 6rifijnaIR~-- o x 2. Supplemental Return COUNTY CODE YEAR ---_.~------ -- --'--S6CiACSEclJ"RITY' NUM!fER 161-40-1441 o X 4. Limited Estate THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ -' _u_~EGISTER_9F WILLS I--SOCIAL SECURITY NuMBER I o X3. Remaindei'Retui'ilTcfal9OT aeath-priOi'"io-12~13~ o x5. e, Federal Estate Tax Return Required 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) z o " :s " ~ ii: 1l w ~ 3. Crosely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Properly (Schedule F) o 'tSeparate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) Total Number of Safe Deposit Boxes o X11.Eleclion 10 tax under Sec. 9113(A) (Attach Sch 0) (1) 342,000.00 . -----.-- (2) None (3) None ---, ---- (4) None (5) 50,381.61 (6) None -..--- (7) None (9) 22,321.1 0 -_...._-~ (10) 24,680.37 OFFICIAL USE ONLY . (8) 392,381.61 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (11) 47,001.47 (12) 345,380.14 13. Charitable and Governmental Bequests/Sec 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (15) 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(8)(1.2) z o " :! " ~ ~ o u ~ 16.Amount of Line 14 taxable at lineal rate 17.Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate (13) (14) 345,380.14 19. Tax Due 20. 0 x .00 x .045 (16) x .12 (17) 345,380.14 x .15 (18) 51,807.02 (19) 51,807.02 .,.' _ . >> $f:$URE. TO A/'(SWER ~,Ql;lE$110NS ON REVERSe SIDE AHP RECf\ECK MATH<< . ., Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 25 Reese Road CITY Shippensburg, ------ IstAtCpA . --lzIP1725..,---- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount (1) 51,807.02 --2,590.35 Total Credits (A + B + C) (2) 2,590.35 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of line 5 + SA. This is the BALANCE DUE. (3) (4) 0.00 (5) (SA) (5B) 49,216.67 49,216.67 Make Check Payable 10: REGISTER OF WILLS, AGENT 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;...... 0 1:81 b. retain the right to designate who shall use the property transferred or its income;.. 0 ~ c. retain a reversionary interest; or......................... ............................................. 0 ~ d. receive the promise for life of either payments, benefits or care?................ 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................. ..... ........... ................... 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.................... ........................................... ........................ .................... 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have elCaminei{tti'is-return. inCluding accompanying sd'-edules and statements, and 10 the'best army knoWledge-and beliet,"it is true.corr9ct and complete~ Declaration of preparef other than the personal repreSBf1tatlve is based on alllnformalion of which preparer has any knowledge. SIGNAT OF~.PE-RSONRESPONSIBi.EFORFILlNGRETURN ----. ADDRESS -----.----------- ..---. ----D~-. La raJ nWi Ltlctk: ESPONSIBLE'FORFIONITR"ETURN W J:tb:::- 135 Foltz Avenue Shippensburg, P A -- _U--~DDRESS"""-- 17257 H)O/IJ2.. -----~,._- -'~DDRESS--~--"'--- - "-~---'-------'------U};TE---- 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, P A 17257 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)). 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 tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '* SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reese, Frank R. I FILE NUMBER 21 - 02 - 0713 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 knowledge of the relevant facts. Real property which is jointly-owned witn right of survivorship must ce disclosed on schedule F. ITEM NUMBER "---r-- -:is'Reese Roact,Shippensburg, pAUj 7257 ----', (per attached appraisal) DESCRIPTION VALUE AT DATE OF DEATH -""342,000:00 TOTAL (Also enter on Line 1, Recapitulation) 342,000.00 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT , -- - - - --- -~--_.- ESTATE OF Reese, Frank R. FILE NUMBER 21-02-0713 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER '-l~ Orrstowl1'Bank Checking Account --~ VALUE AT DATE OF DEATH '~;397M DESCRIPTION 2 Farm Equipment (per attached appraisal) 45,600.00 3 Miscellaneous household goods, furnishings and personal effects (per attached appraisal) 3,384.00 TOTAL (Also enter on Line 5, Recapitulation) 50,381.61 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reese, Frank R. ___ ______L-_____ I FILE NUMBER 21- 02 - 0713 Debts of decedent must be reported on Schedule I. ITEM ; NUMBER! A. I FUNERAL EXPENSES, ! Fogelsanger-Bricker Funeral Home, Inc. DESCRIPTION AMOUNT 6,830.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Year(s) Commission paid Attorney's Fees Hamilton C. Davis, Esquire Zip 2. 7,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Slate Zip 4. 349.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I Other Administrative Costs Legal Advertising - The Valley Times Star 67.10 2 Legal Advertising - Cumberland County Legal Journal 75.00 I -------~ Total of Continuation Schedule(s) 7,500.00 !'-" 22,321.10 TOTAL (Also enter on line 9, Recapitulation) '* Schedule H Funeral Expenses & Administrative Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reese, Frank R. 3 I Reserve for Contingencies FILE NUMBER 21-02-0713 4 Whisler Well Drilling - Cost of replacement well for water supply due to well going dry in drought emergency. I ----~ __1 Page 2 of Schedule H 2,500.00 5,000.00 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONVVEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT -- -....- ESTATE OF . FILE NUMBER I I 21-02-0713 Reese, Frank R. Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION AMOUNT 200.89 PPL Utilities 2 Dennis Gotshall, Appraiser 25.00 3 Blue Cross Blue Shield Co-Insurance 6,000.00 4 Balance of Line of Credit on Farm at Waypoint Bank 18,115.54 5 Sprint 39.88 6 Nationwide Insurance for Insurance on House 299.06 7 TOTAL (Also enter on Line 10, Recapitulation) 24,680.37 '" n Capital BlueCross Pennsylvania BlueShield Ind. ,ndelnl iun.... orlhe Blue Cro.. and Blu. Shi.,d AIIOC PATIENT: BIRTH: 112251 LARYNX SURGERY VASCULAR SURGICAL PROC CLAIM. 2224911004700 150,00 25000 oioo i O!O 0 .. EXPLANATION OF CODES 403 These services were provided by a Pennsylvania Blue Shield Participating Provider, T~ provider as payment in full provided any DEDUCTIBLE and COINSURANCE amounts are paid t THE 2002 THE 2002 THE 2002 LIFETIME DEDUCTIBLE OF 1,500.00 COINSURANCE SATISFIED BENEFIT PAID BENEFIT PAID FOR FRANK FOR FRANK FOR FRANK FOR FRANK IS SATISFIED. IS 2,724.48 OF 6,000.00 IS 10,897.86 IS 10,897.86 OF 1,000,000.00 83 3/1994) 1",111,"1"1,1,1,1,1,"11,1"1.,,1,11"1,,1,,,11,.1,1.11",1 F R REESE 135 FOLTZ AD SHIPPENSBURG PA 17257-9768 , , Diversified Appraisal Services Iii'; 2 97[111/ Real Estate Appraisers and Consultants 35 East High Street Carlisle, PA 71013 (171) 249-2158 FAX (111) 258-4107 August 4, 2002 TO: Estate of Frank R, Reese FM: Susan B. Burkholder RE: Update of Appraisal 25 Reese Road Shippensburg, PA 17257 The above-captioned property has been appraised to determine its Market Value. I have reviewed the existing appraisal report, dated January 13, 2000 and analyzed the valuation computations to determine whether the reported value has changed since the effective date of the appraisal report. It has been determined that there have been no significant changes in the subject real estate or the market conditions since the original appraisal report. After carefully examining the information contained in the report, I hereby certify that the Market Value of the subject property, as of August 4,2002 is $342,000. ResPYJ:tfully submitted, J;~h'>1~~ 6u~d($lJ- Susan B. Burkholder Staff Appraiser APPRAISAL OF PERSONAL PROPERTY OF THE ESTATE OF FRANK RICKEY REESE. 25 REESE ROAD. SHIPPENSBURG. P A ON AUGUST 13.2002: Modern oak roll-top desk Portable bar Kelvinator single door refrigerator (older model) Sofa (shows wear) G.E. portable color television VHS custom built storage cabinet RCA VCR Common table lamp Common swag lamp Milk can 2 Bar stools @$ 3.00 Recliner (shows wear) Frigidaire microwave Small kitchen appliances Maple finish table & 2 chairs Maytag automatic washer (older model) Water bed Zenith portable color television (older model) Electric fan 1994 GMC Jimmy with AC, 5-speed transmission, V -6 engine, and 59,450 miles............................ ..... ....................... ... ......... .......... TOTAL: APPRAI~?r BY: tfY~. /~4 Dennis L. Gotshall, Auctioneer/Prop. Dan Hershey Auctioneering Service PA Lic. #AU-002306-L 3 Brown Road Shippensburg, PA 17257 $ 70.00 $ 15.00 $ no value $ 5.00 $ 65.00 $ 15.00 $ 35.00 $ 3.00 $ 5.00 $ 5.00 $ 6.00 $ 5.00 $ 25.00 $ 20.00 $ 30.00 $ 40.00 $ 30.00 $ 20.00 $ 5.00 $ 2.985.00 $ 3,384.00 ~Lck ~ee4e Fa~ft [~ULpment - A~~~I[SAl - 9/10/02 lloAn tee.Il2- !;020 {Ita.etoll -----------.-------------- OLi.e.Il 16~O {Ilactoll ----------------------------- , ~~ -/ t re4~u40n ,) . Rae 04 ----------------------------- Fe."pU4on ]0 i.actoll ----------------------------- F cltmaLL il] {1/.a.ctOI/. ------------------------------- Inte.nctional 574 TIlacto. ----------------------- New Holland 489 Ha~6ine ------------------------- , IVew HoLLand FOllafJe. #allveA.tel! ------..------------- . J pt. 4f1.owbLowel! -------------------------------- !;a~4e1 Fel/.;u~ofl. (,I/.ain OI!LLL --------------------- ~ew PoLLand nake -------------------------------- Athefl.~ 12' Di4k --------------------------------- New HoLLand Side mowel! -------------------------- 2 bottom pLow (2 pLOW4 @ $100) ------------------ f15 EU4h Pog ------------------------------------- 3 lIa;; UlapoM f $')00 ----------------------------- New HoLLand FLaiL Choppell ----------------------- flew Idea 3618 (lJanu/te Spu.aden. ------------------- AntL{ue Way on ----------------------------------- lIal/.vvd lIandLell (e.Levatoll) ---------------------- FLat bed wa~on ---------------------------------- Co~n Ol/.a9 --------------------------------------- 3 pt. blade ------------------------------------- on~ /tow conn pLckell ----------------------------- White 543 COl/.npLantell - I; IlO~ ------------------- 1# 3 bottom pLow -------------------------------- NI 484 Ilound balen ------------------------------ FLeid Spn.aten ----------------------------------- 2 FOlla(}e IVafJ.on-i @ $500 -------------------------- Bad~en. BLowen. ----------------------------------- Ha.. Tettell -------------------------------------- ~ ~o 336 BaLen. w/tAl!owen. -------------------------- ## #a~ eLevato/t --------------------------------- 3 pt. 4eede~ ------------------------------------ ~ulL type combLne fon pallt-i --------------------- Total -------------------- ~~~ $7,4'00 1;,800 I, 900 ! ,950 2,350 3,550 4,300 2,150 400 500 4')0 800 275 200 400 1,500 175 /,800 750 150 50 250 125 800 725 1,000 1,050 2')0 1,000 72') 975 2,450 150 150 100 $!;5, 600 J::. ." > -< o ;;[ ~ (') 011 z ~ 0 :D "TI ~ :0 m 0 m ~ ~ ~ 0>_ -l <: :> --l () Z ~ m :D G) Z '" m 0 C :!: "TI G) :D ~ :D 0 ;; <5 m "TI ~ Z ~ ~ ~ ~ z s:: ~ <J> > tb' (I) " Z ~ (tl :JJ <n ~ ~ ~ d .9: ~ :> > z z 00 :i! i m m :D II ." 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CLIENT TRIPLICATE. FUNERAL HOME c ~ ~ ~ ~ ~ g ~ ~ ':I. o' ~." ~ ::::I (") > g' < ~ ~ ~. ~' 8 :3 Q) 5' :::I m iH~ !. i 8. ~ !I. . . go "Tl "TI "Tl m i l i ~ f n~ - z :! '" is " ':::e i, ~ , t.;-: t......: ,$, .. Q~~~~~ S: a Sl ~ ':I en li '< Q) ~ S' :t 'C '" ~ (") 3: ~ Q C .g ~ iil < 16' en Z < > en 0 :2 Q) z a ~ ~. ~ O:J 0 ::j m (C S. m :T 2. i: (") ~ ~ a, ~ ~ ' ;; ...""..............""....... 0- ;;[ g 0- ;;[ $ s: ~;?~Cii~l;."o-'" Q) v' ;tC' (") -.. III 3 3S::::lm_a.~_. ~c;;~~Q(")~-< ii > ""C ~ ;jl ~ g ~!l1: ;:; g:~'~2giiQ ;;; !i a 00 ~ ~ is ():!:;;; 0 ~ a. ~: ~ 0 III ('): ijj' ;: !:l;l '8 Z' ~ ~ 0: a. o' en: ()::::I m, ~ .. .. ~~ .. -<~ [ :EVJ .. 0 :s \\ .~ m s: :II 0'111 9:" ~:::o: ~ ~... S:Q,;.n"c: r- 00" .... ~ III ;:,-0 3:: o::l~O-IIlC:- Z t:r-_"::IlAlA Z ~C"l-! 5'-" Q "'::1 ~1:1'9 a-ii' o 5'::! a -<::I a :II IQ Ib 'C 0" " ' m. :::G c: iil Q,: U~o""Q,-1Il . CD . ~....o ~ . r-lEg~~s[: :!: ==_,c:g,<o;" : _,,::IIA ;:,-i'iil ' loC:E!!.llllE-' 1~~:5's: :i'iii'" ti~ ~, :ill ii:1:I~ 3- ;:,-tr~~ c:~ ' "c: S; 111....3 ' 0' _,::I 0 III ;; : !.~~ ~"'C~ ' 2::;;::1 3- ;5< :0; "tr"t'" ~ ::t!!,Ill" : f'j:~ti~: ~t:::J1:I1Il ' ~ g~~ [: ~.-:~~~ . .. .. :s o . ;; s. " . . 5' 0- -(,9 -(,9 g, Gi ~. :E l '" . o [ l!!l\ .. ~~ ~QJ " ~ ~. . . " ". o . "" ~ 8;f ~..& ~ g.o go ~ 0 ... c>> ~:JO'... o~~: a~ GOI"l= o !:?'~3; C:'g-",Q~ :c 2.Si:.~ en G<'< >- m .!lJlo Q-l :c - ~...... m <l~Qsnc n a: ~!D ~ ~ m <il <=l.~ m ~ ., 0 Jl--' :J ~ 0 ;'0- Q <<g-< 3 "'c - -"'.,,- i~'~9cC ~g~=z. :l"' ct-m) "'2.IIId::nr ~ 5-~ c >. ~ <ll :;:; r- S \Q "Cltii'''O' ;;' g 3 jlj ! <Q :J1ot;'O_ o~ -. o.OJ ... <" II 0 U)t S~ ... >-r G iij'!,:;z( 2'(1):::111 Cc a: iii:: 00; @.i'E.tilm: ~ WS';;; ~i :( ~ ..Q -, n.a.l5,~. : 9..... ii 00 :J "TI3 po(./) a.glll:::;:m ~~ g ~ r- 9e!... It ~ G 9. S'!!:-4 ga ~ ~:g ; Q ?:~- _Ill:)!:: ~ ~ I.CI ;' atio. f=! ~ ~~ 9':"'= \ii' :E "'- > :> <J>- o <J> m :D < o m '" o '" '" C Z m :D > r o jj m " -; o :D .. <J> ~ '" '" ~\ '" ~ , . S . S. 0. . n . . . . 0. == o ::: fl Z ("1 o z . ~ m > '" . V\ I o f'l ~ VI Way~qi!1J LINE OF CREDIT STATEMENT LOOK FOR US. WE'LL GET YOU THERE. po. Box 1711. Harrisburg. Pennsylvania 17105-1711 {'j /\ , \ '7 HOME EQUITY LINE OF CR 8/20/02 FRANK R REESE JL'lld fl /" rGf /1 D~l() 2 4044 1236 Branch Account 017 107063976 Account Nbr 1070639~t6[(l61QIII0051,1: Da i I Y Periodic Rate .01301 % Corresponding Annual Percentage Rate 4.748 % ., ANNUAL" " PERCENTAGE RATE " 4.748 % ---------------------------------------------------------------------------------- ,.... I F YOU HAVE ANY QUEST IONS REGARD I NG YOUR STATEMENT PLEASE CONTACT OUR CUSTOMER SERVICE DEPARTMENT AT 1-866-WAYPOI NT (M-F 8 AM - 6 PM) (SAT 8 AM - 12 PM) ---------------------------------------------------------------------------------- From Date 7/22/02 From 7/22/02 Thru 8/20102 Balance .00 .00 18,115.54 18, 115.54 6,843.90 30 e Statement For HOME EQUITY LINE Account Number Credit Limit Available Cre YTD Finance Pr ior Stateme New Statement Payment Infor Paymen t Due D Cur ren t Payme Pas t Due Amou Total Payment If payment is 26.71 .00 8.41 .00 35.12 assessed Date 7/22/02 7/29/02 7/30102 7/30102 8/07102 8/12/02 8/16/02 8/19/02 Balance .00 3,732.41 4,039.24 4,262.44 5,639.73 12,469.73 17,725.54 18, 115.54 Da i I Y Periodic Rate .01301 0/0 rllc:tnrn,cT' c;c:;r\lit-c:; Tnll_Fr,::c:; I_Rhh_WAVPOINT (I-B66M929-7646) . In York ArEa 717/815-4500 LAST WILL AND TEST AMENT I, FRANK R. REESE, of Penn Township, Cumberland Borough, County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as I have or may set forth in a separate memorandum (which is or will be signed by me, dated and make specific reference to this Will and memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. ITEM III: I devise and bequeath all the residue of my estate of every nature and wherever situate to my niece, LAURA JEAN WITTER, if she is living on the thirty-first (31st) day following my death. Should my niece, LAURA JEAN WITTER, predecease me or die on or before the 31" day following my death, I devise and bequeath such residue to my sister, DORIS J. HAMILTON. ITEM IV: Should both my niece and sister, LAURA JEAN WITTER and DORIS J. HAMILTON, predecease me or die on or before the thirtieth day following my death but leaving descendants who so survive me, such descendants shall receive, per stirpes, the share that such person would have received had she so survived me. /./ ;- D..p' I v1 7, " ..) ! r ITEM v; If any property passes outright (either under this Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guardian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this appointment shall not supersede the right of any fiduciary to distribute a share where possible to the minor or to another for the minor's benefit. ITEM VI: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VII: I appoint my niece, LAURA JEAN \V1TTER, EXECUTRIX of this my Last Will. Should she fail to qualifY or cease to act as EXECUTRIX, I appoint my sister, DORIS J. HAMIL TON, Substitute EXECUTRIX of this my Last Will. ITEM VIII: I direct that my EXECUTRIX, custodian, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM IX: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and 2 YA..Jy.? ') - Testament, written on four (4) sheets of paper, dated this 5~S. day of 4tt: i ,2002. r 1 '-. ; , .z:~..-v'~ 7% t:?~ (SEAL) FRANK R. REESE The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature or initials of the Testator, was on the day and date thereof signed, published and declared by the Testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other have subscribed our names as witnesses hereto. I , . I I \ I '1/~A" !Jk (. ~/ i~~; I,r I residing at IV(AA/"''' J I r ?c... i C\ , ()A,iJe;wtU ([f~ residing at I -/,0 JJfJ.1Jik {/ e 1-:4- J 3 COMMONWEALTH OF PE:tIi'NSYL VANIA : ss. COUNTY OF CUMBERLAND I, FRANK R. REESE, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ! ... ,/ .j,' "-- / 1/j. /7 '..7'7/.>..<vvA '7/ 7<" _ce..4...J) .' FRANK R. REESE (SEAL) Sworn to or affirmed and acknowledged before me by h? r,F I. V....." , the Testator, this .<: (el day of , ( ~; . . 1 2002 /, ./ ~ I "J / C1 Vi! tldc '-/ cj~ Nod , Notary Publici '-.... Notarial Sea! Nichola J. Kt:lliert, Nctary Punk ShipPGnsburg Boro, CUrnbariand COt~:',ri My Comm!st;io(} EXPi(e~~:~.:~~:~ J COMMONWEALTH OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND We, lta.JI/\,.i L+uv.c 'D1Up. and AiiSiSW"-C. L'n A 1(:s. , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and unter no constraint or undue influence. /~ 1t~~:~~ ~:;~: :eo~;,~~~; Hg~~~T~~~id~to and 1.,.-.\1\<1);,..... .J.., lie:. ,witnesses, this I / e'l dr O,f1 :;-(!; :~~l;,,'t' t " ,.)2:2. ..1 I ,"., ,{. - (_ . '" I~.!;, - l. \ . Notary Public -_..~."-"-_._---- Nc.\l'1ria!3;::.;}.l I Nicrlola .J. Ke!ierL hp)tJW Pt:ti~;l'~ Ship;:.l.e.l'1$burg _ SCi"G, CU!~bedG'''c' C01.:':ftv I My C('r':'~fI[::;~~rcq t-'ll-1!c~'", i:'~"':~:,':S, :,"')X; . "-~"-~---""_,, _.".._"~~-_"'-".'-- ; 4 . , PERSONAL PROPERTY MEMORANDUM TO ACCOMPANY WILL OF As provided in ITEM II of my Will, I hereby designate that the following listed property shall go to the persons whose names are designated hereon. ITEM NAME DATED: SIGNED: FRANK R. REESE ver, ,urg lied ~, in Betty C. Mohn Chambersburg Betty C. Mohn. 79, a guest of Menno Haven and Village, Chambers- burg, for nearly 12 years, and formerly 0 f 36 Cumberland Ave.. Shippensburg, died late Sunday morning, Aug. 4. 2002, at Menno Haven. Born Nov. 15, 1922. in Shippensburg, she was a daughter of the late Paul N. and Kathryn L. Heberlig Martin. She was the widow of J. Marlin Mohn, who died Aug. 8, 1981. Mrs. Mohn was a 1940 graduate of Shippens- burg High School. She was a member of tl;1e Shippensburg Church of the Brethren and its Willing Workers Sun- day School Class and had been a volunteer for the local Meals on Wheels program for a number of years. Mrs. Mohn had been employed as a reception- ist for the late Dr. Alan Watts. She is survived by one daughter, Wilma Jean (Mrs. Wallace M.) Sychak of Camp Hill; two sisters. Jean (Mrs. Pete) Rotz and Janet (Mrs. James) Nehf, both of Shippensburg; three grandchildren. Dr. Kevin A. McCracken, Karen S. Palmer and Kathy J. Pinho; three stepgrandchildren, Michele and Nicole Sychak and Bret Michaels; 10 great- grandchildren; one step- great - granddaughter; and several nieces and nephews. Funeral services were held Thursday at the Shippen.burg Church of the Brethren. The Rev. Victor S. Norris, the Rev . Vernon D. Is- 143, Nas }hn 1. lOd [ler od- a Ige en, lu- rg gh .S. ~t- of oi- l, ld III ,d L. ~, }f r, ,g 1; r , " f r I I Dorothy M. Carmack . Shippensburg Dorothy Mae Car- mack, 75, of 3 Maize- field Drive, Shippens- burg, died Wednesday, Aug. 7, 2002, in her home. Born Dec. 21, 1926, in Lily, Cambria County. she was a daughter of the late John and Mary Mutsko. She retired January 1998 from Shippensburg University's library after 15 years of em-ployment. Her caregivers were her granddaughter. Wendy Bowers and Daniel Freeburn, whom she resided with. Her husband, Martin G. Carmack Jr., pre- ceded her in death. Mr. Carmack died April 23, 1959. Mrs. Carmack is sur- vived by two sons, Martin G. (husband of Carol) Carmack Jr. of Shippensburg and Gary L. Carmack and Dusty L. Carmack, both of Saint Thomas; three daughters, Nancy P. Kelso, Dottie M. (Mrs. David) Bowers and Patty L. (Mrs. Donald) Gilbert, all of Shippensburg; two sisters, Rita Peotrowski of Euclid, Ohio and Anne George of Portage; two brothers, Tommy Mutsko and Bobby Mutsko, both of Euclid, Ohio; eight grand- daughters; two grand- sons; three great~ granddaughters; four great-grandsons; and a number of nieces and nephews. She was preceded in death by two brothers and two sisters. Funeral services will be held Saturday at 11 a.m. in the Fogelsanger - Bricker Funeral Home TnI"' <:::."h;............~~\....__"''1..._ , Shannon L. Murlatt Newville Shannon L. Murlatt, 23, of Newville, died Tuesday, July 23, 2002, as the result of an auto- mobile accident in Perry County, She had attended Cumberland Valley High School and Cum- berland Perry Vo-Tech. She is survived by her father and mother, Don- ald and Joy Murlatt, Camp Hill; two half brothers, Randy Harn- son, Mechanicsburg, and Donald Murlatt Jr., Enola; paternal grand- mother, Fern Murlatt, Camp Hill; maternal grandparents, the Re,:. Leroy and Carol Harn- son, Harrisburg; her fi- ance, Brian Batchelder of Newville, with whom she lived with their three children, Christo- pher Murlatt and Kyle and Dylan Batchelder, grandchildren of Tina and Eddie Stouffer, Newville. Funeral services were held Saturday, July 27, at Musselman's Funeral Home, Lemoyne. Interment was in Woodlawn Memorial Park. Har- risburg. Contributions in Shannon's memory may be made to a trust for her children. Send contributions to Way- point Bank, in care of Ms. Romayne Macke, 1160 Walnut Bottom Road, Carlisle, PA 17013. Pinnacle offers bereavement support groups F. Rick Reese Shippensburg F. Rick Reese, 50, 25 Reese Road, Ship_ pensburg, died Sunday,', Aug. 4, 2002, in the Mil-ii, ton S. Hershey Medlcal !. Center. Born Nov. 22, 1951, in Penn Township, Cum- berland County, he was a son of Herman W. Reese of Shippensburg and the late Sarah G. Dietch Reese. He was a self-em- ployed dairy farmer. Mr. Reese was a 1969 graduate of Big Spring High School. Newville. He was a member of the Hub City Club, Ship- pensburg, the Walnut Bottom Rod and Gun Club, Failor-Wagner American Legion Post 421, Newville, and the Cumberland Valley Co- op, Shippensburg. In addition to his fa- ther, he is survived by one sister, Doris J. Hamilton of Shippens- burg; one niece, Lau:a Jeannie Witter of Shlp- pensburg; and two great- nephews, Tyler and Jeremy Witter, both of Shippensburg. . In addition tohlS mother, he was preceded in death by one brother. Funeral services were held Thursday in the Fogelsanger-Bricker Funeral Home Inc., Shippensburg. The Rev. J. Grant Brouse offici- ated. Burial was in Spring Hill Cemetery, Shippensburg. !~- ~~ - ~ COMMONWEALTH OF PENNSYLVAN 1. IA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA lllzs-obol NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 ER ~FP (01-027 DATE 12-02-2002 ESTATE OF REESE FRANK R DATE OF DEATH 08-04-2002 FILE NUMBER 21 02-0713 - COUNTY CUMBERLAND HAMILTON C DAVIS ACN 101 20 E BURD ST Amount Remitted P 0 BOX 40 ~ SHIPPENSBURG PA 17257 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT H OUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ------------------------------- ------------------------------------------------------------- REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -------------------- OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REESE FRANK R FILE N0. 21 02-0713 ACN 101 DATE 12-02-2002 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) (1) 342,000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable [Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 0,381.61 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7l .00 s. Totai Assets (g) 392, 381 .61 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 22,321.10 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 24.68 0.37 11. Total Deductions (11) 47.001.47 12. Net Value of Tax Return (12) 345,380.14 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 345,380.14 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 . .00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 345,380.14 X 15 - 51,807.02 19. Principal Tax Due (lq)= 51,807.02 rev roenTTC. -- DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 11-01-2002 CD001801 2,590.35 49,216.67 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 51,807.02 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) 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 payment to the Register of Wills printed an the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applicaticns are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). 08JECTIONS: Any party in interest net satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60l days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3l calendar months after the decedent's death, a five percent CS%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty 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 and of the tax amnesty 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 C9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%l percent per annum calculated at a daily rate of .ODO164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar Year to calendar Year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER 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 of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ~i ~IK STATUS REPORT UNDER RULE 6.12 Name of Decedent: Frank R. Reese Date of Death: 08/04/2002 Estate No. 21-02-0713 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 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 persona representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No__ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' court and maybe attached to this repo ,~~~ ~ `~.~ Date: ~~~ J ~;,~ i Hamilton C. Davis, Esquire P.O. Box 40 Shippensburg, PA 17257 (717) 532-5713 Capacity: Personal Representative XX Counsel for Personal Representative