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Home My WebLink About02-0751PETITION FOR PROBATE & GRANT OF LETTERS Estate of MARTHA J. OILER a/so known as deceased. Social Security No. 186-24-9193 No. 21-02- ~ 5 l To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above decedent dated June 28, 2002 ,and codicils dated none . 19 .The Executor named none died .Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 350 Hoy Road, North Middleton Township Carlisle Decedent, then 74 years of age, died Julv 16 , 2002, at Carlisle Regional Medical Center Except as follows, decedent d';d 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: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $220,000.00 (If not domiciled in PA) Personal property in PA $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania, situated as follows: $ none WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): Frank W. Linsenbach Jr. 350 Hoy Road Carlisle, PA 17013 717-249-0636 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of the above decedent, aetitioner(~) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ before me this ~ '~ day of August , ?_002. Frank W. Linsenbach (~, ~ ister tit-ga-~I No. 21-02 ~ 51 Estate of MARTHA j. OILER, deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, Au4ust ZO , 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 June 28, 2002 described therein be admitted to probate and filed of record as the Last Will of Martha J. Oiler ;and Letters Testamentary are hereby granted to Frank W. Linsenbach Jr. inter of FEES Probate, Letters, Etc........ $ 270.00 Short Certificates(-3- ) .... $ 9.00 Renunciation(s) ........... $ JCP .................... $ 5.00 Other Will Pages (-2-) .... $ 6.00 TOTAL: .... $ 290.00 Filed . ~!" ZO.'. Q ~ .............. . Cad- o,.~ 8-20 -o~, IR c~.NIGHT 'rIJGHES `3 Ro er . I vin cs uire 0 282) ATT RNEY Sup. Ct. I.D. No.) 60 West Pomfret St., Carlisle. PA 17013 ADDRESS 717-249-2353 PHONE -~.'ris is to cert~fv r'i.(t r!ie information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. 'hhe~ original certificate. will be forwarded to the State Vital Records Office for permanent filing. WARNING: ft is illegal to duplicate this copy by photostat or photograph. For for this certificate, $2.00 P ~4822~.~ ~~. p1 Local Registrar ~u~ 1 s 2aoz Date H,os.;uR« ZIST COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS KNT CERTIFICATE OF DEATH ENT NK NAME OF OECEDENT(IIIV. M,4W,taa, SE% SOCIAL SECURITY NUMBERV DATE OF DEATH,MpM,Dey.'barl ~ ,. Martha J. Oiler F 186 24 9193 7/16/2002 ,. ,, - - .. AGE ILaR 0mnayl UNDER t YEAR UNDER 1 DAY DATE OF &RTH 'M mn ''b D BIRTHPLACE (Gry and G PLACE OF OEA7N lCPe cr. dnN Me -- aeo rglr~G1,OM r)n Olnli 9de1 MprpN , Dayt HOUra MrartM p . erl ay. stated degn COUnttYI HOSPITAL: OTHER: 74 Yra, 9/ 10/ 1927 6. Newville, PA 7. Inpali«N [~ ERIQApstiaa ^ DoA ^ „~ ^ Ra..d.a ^ ,$° EMI ^ N. COUNTY OF DEATH CfTY, BORO. T WP OF DEATH FACILT' NAME (11 na ngmagn, grvg 5hM entl MnBar~ N41$ DECEDEM OF N1$PANIC ORIGIN? RACE • ArMrcan Ingan, Bla[a, Whaa. tspedhl ; Np ® r. ^ K Y•a aPaMY ('Alban I . . ,,. Cumberland k Carlisle Boro. Carlisle Regional Medical Center M.AKrI.PUaneRlcan.«p. White ,. fo. OECEDENf'S USUAL OCCUPNION KIND OF BUSINE$$ANDU$TRY WAS DECEDENT EVER IN DECEDENT'S EDUCATION ,AMITAL STATUS-MamW SURVIVMIG SPOUSE (Goa aa.0 a wort Dona QA mma U.S. ARMED FpICES? c NaHh MamiM, W"WOraa, In aye, qna moon namel a+akaq ma;wnotON refvea.l Y ® EMrMntmyl$aOwdary Coeaga DlforOaC lSpacM ^ aa No , Seamstress Newville Dress Co. 12'P12' ('''°'s" Wid „a ~ 1, +, ,a. owed ,,. - DECEDENi'SMAILINGADOf1ESS(Slrcet.CM+tu.n.slm..ZpLOde) DECEDENT'S North Middleton ACTUAL 17 sl w P~' ® 350 Hoy Road a. a da ,Tp. Yw. a.c.p.ra w.e in RESIDENCE OacaEary ~' Carlisle, PA 17013 `a `a'"""""°'" """' " ,a , d "9°"' C(unberland '°? "°•w"°"""°'° trb. cwn 1 TG.^ .%dn arn.u IImAa a FIVNER'S NAME (Frri. Mgda. Lafry MOTHER'S NAME (Fay. M4ge. Maiden SW mm~el ,.. David F. Ocker „ Rhoda - Hoover INFORMANT S NAME (i YDe'Praal Frank W Linsenbach Jr INFORMANT'S MAILIND ADDRESS (Shoal. CayRO•m. S,aro, Z' Cawl R 50 H C FAA 1 d l l 01 ,qa. . , . oy oa ,,,~ , ar is e, 7 3 METHOD OF dSPOSITION ama,i0n ^ RamOy« hdn Slala ^ • OATS OF DtSP051T10N (M~~ ~Y• ~«) PLACE OF DISPOSrtKNf-Hama aCemaary, bsmataY Or DIMr Aap LOCATION ~CMRoam, $laa. ZO COw ^ Od,.eon ^ W W (Spec?/~ . „~ ' „7/19/2002 „aProspect Hill Cemetery West Pennsboro 'Iwrp. , C7.unk>. ,,, County, PA SKifaATURE F SERVK:E LN:ENS PEfySQa ACTING A$SUCN LICENSE NVMBER NAM£ANO AODRES$OF FACIL,RY '/ ` C/- ,,,•FD 012633 L n~]aing Brothers Funeral Hane, Carlisle, PA 17013 Campaa eams,7a~e oaywMnear,ifyinq WallanaOlwalnn Tp ttw DHt myM wa,noUthratl allM h~a dale allyy~~d a n fule0. LK:ENSE NVMRER DATE SN3NED TaMI a~ ~~ ,jj~~,'",^ -IDLI~Y" ( yy (MdyR. lbr, J ~n w ~ /~~~a/~ /y(~ , b«m 2M,B mvl W eOmpNtaO lri • P«aOn aen OronOOncaa wan TIME OF DENH DATE PRONOUNCED DEAD (Moon. Day, 1par( Vas CASE REFERRED TO MEDICAL E%AMINERICORONERT . // ~7 ~ n. TART 1: EMar IM Oiaaafat, nNriaa d comp4catam..ncn utnea tM dean. 0o na enter IM mow 01 dyirp, sucn as carWac a+aapeatory arrant. Sloth d Marl lailwa. I Apgo[alata PART K: OMN fpniACaa mndai0rr mr%ribtrliq q want, eM Lm «M ono Gufe dt aaKn lira . iMarYM baMaan 1101 M11111rIq in Ufa «+wIMIK eMr giyan in PART I. . /y~ ~~ drlaal anAgaael MIEDIATE GtISE 6~ /a~ 1 -_ yY draaaraumlon l ////~~ , CSC cf ~1 ~ K S , ~c¢~ °G ~ ~ (.- ~ . . ,~ /fJ z 1/1.Q. , L-f/ rwrq"dNn4-~ A ~ i / ~ ~nRUnvDn cu !T5/! •~t. _ DVETOIORASACOHSE NCEO~ ~ /' ;-' -!~j // / / lfyL-C.~GL C! }p~ G!/t, h-C~~p S!`t~z.~ Saglwrteaay as oanwiom b 5 ~ fGG ~ /t . ~ , L J VQ(li ~(Llt - a.r„LAwewq,a>ranadan DUE 10 (ORASACONSEOUENCEOF): t ,afM. Enw UNDERLTNM \~O ~ ~~~ ~ /J( ~/~/j7 Ih«>raMO MnR •tAFV a. ~ ~/ DUE ]OIOR AS A CONSEQUENCE OFl: -~-~ y"'r . 1 ranRnp n wool IA,T 1 a • . WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OFIN7URY TIME OF INJURY INJVRY AT WORKT DESCRIBE HOW INJURYOCCURRED. PERFORMED? AVIILABLE PRgR 70 (Mmn, Oay,'+em1 COMPLETION OF CAUSE OF DEATHT Na1trM ~ Homiciw ^ ,'aa ^ NO ^ Aef~w« ^ PanOy lr l k ^ q nef gat m M. ]Be. 70d. Yy ^ Ne VM ^ NO ^ Suieiw ^ CDVb rwl N wlsmmrle0 ^ PLACE OF NUVRY . A, Igma, farm. Area. famory.Ohka LOCATION (Shoat. CMrW«n, st«al Wadelq, ac. l$paciM 7,a. 2b. M. ]Oa. ]q. CEII11fIEA IGata orvy an« CERTIFYING PNY9K:IAM IPnyvdan cenlyng callY d deeM wean ananr pnyscan oaf ponwnce0 peon and cdnd«ed llem 171 SIGNATURE TITLE CERTIF ^ TsM boaamy tnoa•MOga, want eceOrred OUeblM,eaoae(fl anA manner>a ata>0 ..................................................... _ // ,,,, ,AI Cam( (. vt~ 7tb. 'I110NOI/NGNG AND CERTIFYING-NYSMIAN IPnyscan bdn a~~rq,~ntting deals ant CMAywp locavx of d¢art~l LICENSE UMBER ~ DATE SMaNED(Mmel, Day. ,ball A/~ ~(/ ~ '1"y ~ ~ ~ Ta,M boa o, my kmr.4agn, Oe>ln oCCwree at tM,Ima, Oae. arw place, >rM aua lh tM cauae(al>rW manner as sated ............ .............. ~ ~ ~ ~K~ J~ 71e. , V L' 7 ],A, i'W i/ ' /// 'MEDICAL EXAMINER/CORONER HAME AND ADDRESS C~ PERSON WHO CQMPLET CASE Of OEA M (hem 271 Tygea Print)\_ l `} On,I, D i f i /'G ~ ll ~X j` ~ e aa aaam a o Mtl"n an0/or inreafgall0n, in my Opinion, OaaN occused a, Me tlme, date, and place, and due t0 flee Cauae(a( arW ^ mMnN aaalriaA ............................. ....................................... ^j . ~ ~v 2i, yyVLV/'~ (7'(/`f~ 7V V^' ...................... ' . ~~- J o6 ~ REGISTRAR S SIGNATURE AND N la + a of ~c DATE FILED(MOnm. Day, lbarl ~ L , , v. A. e...-~c~ ].. ~~uSu l u ~Z~oa. LAST WILL AND TESTAMENT r c:.~ - j ,~- ~ _.s I, MARTHA J. OILER, of North Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as may he done conveniently after my decease. 2. I authorize and empower my personal representative to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to FRANK W. LINSENBACH 1R., provided he shall survive me by sixty days. 4. Should the gift in paragraph 3 not take effect, I give, devise and bequeath all of my estate of every nature and wherever situate to WENDY K. HANSEN and AMANDA HANSEN, in equal shares, per stirpes, which provides that the child or children of any deceased child shall take the share their parent would have taken if living. 5. I nominate and appoint FRANK W. LINSENBACH .IR. to be the Executer of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, Inominate and appoint WENDY K. HANSEN, as substitute Executrix, also to serve as such without bond, with the same powers as are given herein to my original Executor. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2~'~ day of _ t_, 2002. ~, ~ ~,~ ~"Yl (,t , ~f~ nL f ~ l ._~-~.E. ~2 (SEAL) MARTH J.OI~.ER Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, MARTI~J. OILER, JACQUELINE L. DRAWBAUGH and SHARON L. SCHWALM, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss Subscribed, sworn to and acknowledged before me by MARTHA J. OILER the testatrix herein and subscribed and sworn to before me by JACQUELINE L. DRAWBAUGH and SHARON L. SCHWALM, witnesses, this z~ day of ~,,,, , 2002. n ~. N~tarv Public '~-'iQotarial Seal Roger B. Irwin, Notary Public Carlisle Boro, Cumberland County My Commission Expires Oct. 3, 2004 k~nDet, ~As~odiebbn at Notaries SHARON L. SCHWALM ,/ OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX-t (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T FILE NUMBER o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME(LAST, FIRST, AND MIDDLE INITIAL) Oiler Martha J. DATE OF DEATH (MM-DO-YEAR) 186-24-9193 THIS RETURN MUST BE FILEDIH DUPliCATE WlTH THE REGISTER OF WILLS so IAL SECURlTY NU SER 21-02-0751 COUNTY CODE YEAR NUMBER SOCiAl SECURITY NUMBER INITIAL X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 3. date of death . Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes (Attach copy of Will) o 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12- 12-82) 7. Decedent Maintained a Living Trust 0 (Attach t:opy oi'Trust) 010. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A) (date oi death between 12-31-91 and 1-1-95) (Attach Sch 0) 1lI1SSleTJON M\l$T: Ill! C~PJJlT$ll. AU CO~I'\ESPD IItCll & ~1:fJ!1II'n~ TAX ItlFORMAtlON'!lfloULO" QIRECTEIY TO; NAME COMPLETE MAILING ADDRESS Ro er B. Irwin Es . FIRM NAME (If Applicable) IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 R E C A P I T U L A T I o N 249- 353 Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Bimng Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) lQ. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule \) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to taX has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) 253,106.23 (11) 34.651. 54 (12) 218,454.69 (13) (14) 218,454.69 (1) (2) (3) None None None . -,OFFICIAL USE ONLY (4) (5) None 227,429.36 (6) None 25,676.87 17,311.80 17,339.74 C o M P T U A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. x X X X .0 0 .0 45 .12 .15 (IS) (16) (17) (18) (19) 0.00 0.00 3,081.24 28,916.67 31,997.91 0.00 0.00 25,677.00 192,777.82 Copyright (c) 2000 form software only The Lackner Group, Inc. For111REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 350 Hoy Road CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 1,599.90 Total Credits ( A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Totallnterest/Penalty ( 0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT 31,997.91 1,599.90 0.00 30,398.01 0.00 30,398.01 . ""''''''''''''''''.''';'''''''''''''''''..;.''''.'''..,'-'",,',"",",' "",.".<."".,.,."--""',-"-,-"'"",,-,,.,",,,",.,......-...,',.,.....,'.'." -- ...-- ,,,,.,...,,..,,,--.,,--.,,,,.,,,,,,,.,.,,,,,,,,...,.,,.,.,...,,,.",'.",,,,,.,,,,,,,.,, , IN THE APPROPRIATE BLOCKS '!::i:"::"""':::""';':::;;""'::"';;"':."':'""""":"'i":;"':"";":'::'::"':,",,'::".:::'""':"'::'::,:":::"":'::':":""":"":',:':":':":"':"":':"':':"':,':":"",,:'::""";:';: pt~..i~~'..i~~~i~.i~~'~bt~b~I'~~..ci~~~ilb'~~'~~..~t..i61~.~..i~.. "X" 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shalt use the property transferred or its income; . c. retain a reversionary interest or . d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. o o []] Yes No ~~ []] []] o Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN /~,~ SIGNATURE OF PREPARER OTHER THAN REPRESENTAT ~.dL _3~6l~O~_._~~~;_~enbach_,_ _~~_'_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Carlisle, PA 17013 IRW1N McKNIGHT & HUGHES 60 West Pomfret Street ----------------------------------------------------- Carlisle, PA 17013 DATE IJ(J(OL- DATE tJ It/o. For dates of death on I er 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) (il]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not 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 linea! beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1IJ 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. Copyright (c) 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00) REV'15~8 EX t (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Martha J. Oiler SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS!! 186-24-9193 07/16/2002 FILE NUMBER 21-02-0751 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointry-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION F&M Trust Bank - certificate of deposit #071-2967673 VALUE AT DATE OF DEATH 26,015.44 2 First Union - certificate of deposit #247412081635840 25,959.04 3 M&T Bank savings account #15004200910378 8,646.99 4 M&T Bank certificate of deposit #31003910583119 25,446.87 5 Orrstown Bank - certificate of deposit #5060069939 28,403.69 6 PNC Bank NA - checking account #5140411285 32,612.70 7 Waypoint Bank certificate of deposit #1961296595 50,091. 64 8 1997 Jeep Grand Cherokee Laredo, 4X4, 17000 miles 10,200.00 9 First UnionjWachovia, IRA 20,052.99 RESERVE for pending medical malpractice proceeds which may be received. TOTAL (Also enter on line 5, Recapitulation) S 227,429.36 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rell. 1-97) REV-151,O EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCETIV< RETURN RESIOENl DECEDENT ESTATE OF Martha J. Oiler 07/16/2002 55!1 186-24-9193 ThIS schedule must be completed and 1iled if the answer to any 01 questions 1 through 4 on page 2 is yes. ITEM NUMBER 1 DESCRIPTION OF PROPERTY RELAW8k~r:fI~ 'P6b~~~I5~~lT~~J~~~1ffT~E8F 1j.~~~SFER. ATTACH ACOPYOF THE DEED FOR R~AL ESTATE. G1ennbrook Life, annuity contract #GA0589405 - beneficiaries: brother & sisters 1/3 each DATE OF DEATH VALUE OF ASSET 25,676.87 010 OF DECO'S INTEREST EXCLUSION (IF APPLICABLE) TOTAL (Also enter on line 7, Recapitulation) S (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems,lnc. FILE NUMBER 21-02-0751 TAXABLE VALUE 25,676.87 25,676.87 Form REV-1510 EX (Rev. 1-97) REV~1511 EX +(1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Martha J. Oiler 55f! 186-24-9193 07/16/2002 FILE NUMBER 21-02-0751 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES, 1 Carlisle Memorial Service B. AMOUNT 105.00 2 Ewing Brothers Funeral Home 5,311.80 ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal R.epresentative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 11,300.00 4. Probate Fees Register of Wills 290.00 s. Accountant's Fees 200.00 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - estate notice publication 75.00 2 F&M Trust Bank - research fee 5.00 3 Register of Wills - filing fees 25.00 fOTAL (Also enter on line 9, Recapitulation) $ 17,311.80 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCET/1\)( RETURN RESIDENT DECEDENT ESTATE OF Martha J. Oiler REV-151.2 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS FILE NUMBER 21-02-0751 SSfI 186-24-9193 07/16/2002 Include unreimbursed medical expenses. ITEM NUMBER 1 Associated Cardiologists 10 DESCRIPTION AMOUNT 3.48 2 290.94 Bankcard Services 3 Belvedere Medical Group 95.65 4 Blue Mountain Anesthesia 14.42 5 Bronstein Jeffries PA 133.44 6 Burick Azizkhan Internal Medicine 325.56 7 Cardiovascular Surgical Inst. 165.89 8 Carlisle Digestive Disease Assoc. 39.07 9 Carlisle Regional Medical Center 3,860.75 Carlisle Imaging 104.09 11 Carlilse Pathology 27.42 12 Central Penn Medical Group 88.62 13 Cumberland Goodwill Ambulance 29.94 14 CV Nephrolgoy Assoc. Inc. 210.87 15 East Pennsboro Ambulance 84.00 16 Farrell Plastic Surgeons 166.76 17 Graham Medical Clinic 57.02 18 Hal S. Fineburg MD 33.19 19 Lanc HMA Physicians 211. 39 20 Moffit Heart & Vascular Group 371. 81 21 Nephrology Associates of Central PA 73.91 22 Philip D. Carey MD 161.79 23 Pinnacle Health Hospitals 9,553.34 Total of Continuation Schedule(s) 1,236.39 TOTAL (Also enter on line 10, Recapitulation) $ 17,339.74 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev, 1-97) Estate of: Martha J. Oiler Soc Sec #: 186-24-9193 Date of Death: 07/16/2002 Item 11 Continuation of Schedule I (Debts of Decedent, Mortgage Liabilities and Liens) Description Amount 24 Pulmonary & Critical Care Medicine Assoc. 379.08 25 Quantum Imaging & Therapeutic Assoc. 57.39 26 Riverside Anesthesia 72.90 27 Robert J. Kantor MD 222.99 28 13.46 Saye & Gette Dermatologists 29 Stoken Opthalmology 18.38 30 Three Springs Family Practice 134.15 31 338.04 West Shore EMS 1,236.39 REV-1Sp EX +(9~OO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Martha J. Oiler 55fl 186-24-9193 07/16/2002 FILE NUMBER 21-02-0751 RELATIONSHIP TO DECIi'DENT AMOUNT OR SHARE Do NotList Trustee(s) OF ESTATE 1 NAME AND ADDRESS OF PERSONtS) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and tral'lSfers under Sec. 9116(a)(1.2)] Frank W. Linsenbach, Jr. 350 Hoy Road Carlisle, PA 17013 Friend remainder NUMBER i. ENTER DOLLAR AMTS. FOR DiSTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 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) Copyright(c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) LAST WILL AND TESTAMENT I, MARTHA J. OILER, of North Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my personal representative to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do ifJiving. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to FRANK W. LINSENBACH JR., provided he shall survive me by sixty days. 4. Should the gift in paragraph 3 not take effect, I give, devise and bequeath all of my estate of every nature and wherever situate to WENDY K. HANSEN and AMANDA HANSEN, in equal shares, per stirpes, which provides that the child or children of any deceased child shall take the share their parent would have taken ifJiving. 5. I nominate and appoint FRANK W. LINSENBACH JR. to be the Executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint WENDY K. HANSEN, as substitute Executrix, also to serve as such without bond, with the same powers as are given herein to my original Executor. I hereby suggest that my personal representative retain the servIces of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. " IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2.fi" day of ..Juw ,2002. :to. .- ~ (Ci t) M~TittOIt~~ (...LQ 'I. (SEAL) Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witness <--- 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, MARTW,J. OILER, JACQUELINE L. DRAWBAUGH and SHARON L. SCHWALM, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ '~' ~ . ,'Ce.-I/}( /~~ './:~d 1"1_ SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MARTHA J. OILER the testatrix herein and subscribed and sworn to before me by JACQUELINE L. DRAWBAUGH and SHARON L. SCHWALM, witnesses, this 2S day of tHk...J , 2002. 0/l() /). aL. ./ N tary Public / '- otarial Seal Roger B. Irwin, Notary Public ClU'lisle Born. Cumberland County My Commission F.xpires Oct. 3. 2004 __.~_ol_ Reference ID: 402676 First Union/Wachovia Attn: Account Verifications POBox 40028 Roanoke VA 24022-73 13 ~ ~t: (C' [f n Wi \~'S"~li t: \::;;;}\.", c.\ ,,1 '" ,11 lQ (.I IIlJG 1 4 2002 August 9, 2002 IRWIN MCKNIGHT & HUGHES 60 WEST POMFRET STREET CARLISLE, PA 17013-3222 IRWIN, McKNIGHT & HUGHES SUBJECT: Verification I Confirmation of Account and Balance Information provided for: Customer: MARTHA J OILER (SSN# 186-24-9193) Date of Death: July 16, 2002 DeDosit Account Information Account Type Account Number Date of Death Balance Average Balance'" Date Opened Maturity Date Interest Accrued YTD Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412081635840 $25,000,00 9/18/2001 9/18/2005 $95904 $0.00 LEGAL TITLE: MARTHA J. OILER CERTIFlCA TE OF DEPOSIT 247412050936250 10/18/1999 9/18/2001 LEGAL TITLE, MARTHA J. OILER CLOSING BALANCE, $20000.00 IRA 257410060294225 LEGAL TITLE, MARTHA J OILER $20,052.99 1/20/2000 1/20/2005 $61.08 $647.43 For Beneliciary Claim Fonn information, please call1(800)669-2l36. ... Due to system limitations, we can only provide a twelve month average balance on depository accounts. No Safe Deposit Box found for customer. ... Date of death balance does not include accrued interest. ... If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were ~~::~Od Brenda Allen Servicenter Associate August 9, 2002 (540)563-7323 Phone Number abs; tb ~~ ORRSTOWN BANK ~~(G~uwli~ AUG 28 2002 TO: Law Offices Irwin McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013 IRWIN, McKNIGH1 & HUGHES FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Martha J Oiler DECEASED DATE OF DEATH: July 16,2002 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (2) SAVINGS ACCOUNT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 5060069939 Martha J Oiler 6/27/02 28,355.45 48.24 Date: 08/27/02 By: Timothea Customer Service Operator P.O. BOX 250 . SHIPPENSBURG, PA 17257 TEL. (717) 532-6114 ~lWay~qi!lt LOOK FOR US. WE'LL GET YOU THERE. 08/0712002 IRWIN MCKNIGHT & HUGHES 60 W POMFRET ST CARLISLE PA 17013 ~~~~uw~@ ~\UG 09 2002 IRWIN) McKNlGHl & H:';:HES The information which you requested on the account(s) of MARTHA OILER (Social Security Number 186-24-9193) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership SOLE Name ofJoint Owner, if any Date Ownership Was Established 1961296595 CERTIFICATE 04119/97 50000.00 91.64 50091.64 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested f1i~~ SENIOR SERVICES REP. P.O. Box 1711, HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free I-B66-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com . rlJ'M&rBank August 27, 2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) MARTHA JaILER 7/16/2002 To Whom It May Concern: Identified below is the account infonnation requested. 1. M&T Bank accounts in which the decedent's name appears: SAY 15004200910378 OPENED 5/93 31003910583119 OPENED 12/99 MARTHA J OILER 4319 D.O.D. Accrued Interest Balances (Includes Acer. Int.) $8646.99 $1.54 Account Type Account Number Account Title Opening Branch CD MARTHA J OILER 4319 $25,446.87 $446.87 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at OUf office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: ~t0LA.~'V~ ~-o--..N'-- Authorized Signature 0 DATE: R '--:>-7 ~ 02-- Manufacturers and Traders Trust Company' 1100 Wehrle Drive, Po. Box 767. Buffalo, NY 14240-0767 SEP-16-2002 15:35 PNCBRNK 412 768 3458 P.01/01 o PNCBAN< September 16, 2002 Roger B. Irwin West Pomfret Professional Building 60 West Pomfret Street Carlisle, P A 17013-3222 RE; Estate of Martha 1. Oiler, deceased SSN: 186-24-9193 DOD: 7/16/2002 Dear Mr. hwin: In response to your request for Date of Death balances for the customer noted above. our records show the following: Checking Account Account #5140411285 Established 03/15/1984 MARTHA] OILER DOD balance: 532,603.99 + 58.71 accrued interest Interest Paid 1/1/2002 -7/1612002 - $62.41 Please note that this office only provides date of death balances for deposit accounts (!RAs, CDs, Checking and Savings accounts). We do not proc:ess any tinandal transactions or provide statements. If you need assistance with any oflhese items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~ fillJJ/J- Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. Pinsbvrgh P A 15219 Member FDIC TOTRL P.01 RE: MARTHA J. OILER DATE OF DEATH 7-16-2002 ACCOUNT INFORMATION _CHECKING SAFE DEPOSIT SAVINGS X__CERTIFICATE OF DEPOSIT SHARES OF STOCK NAME(S) ON ACCOUNT MARTHA J. OILER ACCOUNT INFORMATION CHECKING SAFE DEPOSIT SAVINGS ____CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED DATE CLOSED ACCOUNT NUMBER ACCOUNT BALANCE AT DATE OF DEATH ACCRUED INTEREST TOTAL ACCOUNT BALANCE NAME(S) ON ACCOUNT August 22, 2002 ~~~~uw~~ AUG 242002 Irwin McKnight & Hughes Attorneys at Law 60 West Pomfret Street Carlisle, PA 17013-3222 IRWIN, McKNIGHT & HUGHES RE: MARTHA J. OILER Gentlemen: In reference to the above customer, our records show the enclosed information to be accurate. Our researching fee for the information we have provided is $ 5.00. Please send your remittance to the following address: Farmers and Merchants Trust Company ATTN Stacey Stenger 20 South Main Street Chambersburg, PA 17201-0819 If I may be of any further assistance, please contact me. Sincerely, ~~e~ ~ fA ~ wr~rl;a~T m ~\3t\V P.O. Box 6010, CHAMBERSBURG. PA 17201-6010 Phone 717-264-6116. Toll-Free 888-264-6116. Fax 717-264-3415 Glenbrook Life and Annuity Company P.D. Box 94212 Palatine, IL 60094-4212 GLENBROOK LIFE A Member of Allstate Financial Group August 16, 2002 Mr. Roger B. Irwin West Pomfret Professional Building 60 West Pomfret St Carlisle, PA 17013-3222 Re: Contract Number: Martba J. Oiler GA0589405 Dear Mr. Irwin: We have been requested to complete Internal Revenue Service (IRS) Form 712 with regard to thc referenccd contract. Thc purpose of Form 712 is to provide an estate or donor with the value ofa life insurance contract or with its proceeds as of certain date (usually the owner's date of death or date of transfer of the contract). The contract referenced was an annuity contract, which is not reportable on IRS form 712. The following information is provided regarding the value of the annuity and other data as of the date specified: Date of Death: 7/16/2002 Annuity Value' as of Date of Death: $ 25,676.87 Cost Basis: $ 25,000.00 Named Beneficiary: Miriam Hock, Janet Hockensmith, and Samuel Ocker 'The actual amount paid may differ due to Markct Value Adjustments and/or any applicable Surrender Charges. If you have any questions, or need further assistance, please contact us at 1-877-499-6418. Sincerely, ~.~ Nicole Levas Life and Annuity Claims dl Overnight Address: 300 North Milwaukee Avenue, Vernon Hills, IL 60061 Toll Free Fax: 1-866-635-4523 /2-~~ ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE IN~(ERIi'wACE TAX DIVISION D~~~ f . 280601 ~MARRISBURG, PA 171za-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FP (O1-D2) DATE 11-19-2002 ESTATE OF OILER MARTHA J DATE OF DEATH 07-16-2002 FILE NUMBER 21 02-0751 - COUNTY CUMBERLAND ROGER B IRWIN ESQ ACN 101 IRWIN ETAL Anount Remitted 60 W POMFRET ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ -------------------------- ------------------------------------------------------------------------------------- REV-1547 EX AFP (O1-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OILER MARTHA J FILE N0. 21 02-0751 ACN 101 DATE 11-19-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE A i TACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN SASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .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) .0 0 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) _ 227,429.36 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 25,676.87 s. Total Assets (g) 253,106.23 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,311.80 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10l 17 , 339.74 11. Total Deductions (11) 34.6 1 4 12. Net Value of Tax Return (12) 218,454.69 13. Charitable/Governmental Bequests; Nonelected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 218,454.69 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 ret urns 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. Anount of Line 14 at Sibling rate (17) 25,677.00 X 12 3,081.24 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 192,777.82 X 15 - 28,916.67 19. Principal Tax Due (lq)= 31,997.91 TAY f_QFIITTC. DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-08-2002 CD001701 1,599.90 30,398.01 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 31,997.91 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.) tESERVATION: 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 VDTICE: Ta fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 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 on the reverse side. --Make check or money order payable to: REGISTER OF WILLS, AGENT 2EFUN0 (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). 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 forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). ]BJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment of tax (including discount ar interest) as shown on this Notice must abject within sixty (60) 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. 4DMIN- ISTRATIVE :ORRECTIONS: 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-15017 far an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%l 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 end 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 (9) months and one (1) day from the data of death, to the date of payment. Taxes which became delinquent before January 1, 1982 hear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an 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% .OOD274 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 tc 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. REV-14'~ EX (8-88) ~ ~`ak COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 NAME Martha J Oiler LE NUMBER 2102-0751 REVIEWED BY AGN Sandra J Es{finger 101 {TEM SCHEDULE Np, EXPLANATION OF CHANGES E 10 The value of this item has been suspended from the appraisement of the return until the final value can be determined. A supplemental return must be filed when the value of the suspended item is determined. INHERITANCE TAX EXPLANATION OF CHANGES Row Page 1 H H z z H 'x H sr C. x W ~~ O O ~ QQ (D ri H ~i o ~ ~ V ~ ~ ~ ~a G w I~ _T fD• n c 3 Q" m d n 0 ~G a v fD n ° a m o_ T d O z 0 n rt A. a. 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'~'INVA~ASNN3d d0 H1lV3MNOWWO~ 9£ 6Z~i`LZZ 1 66 ZSO`OZ 00 OOZ`OT 79 T60`OS f OL ZT9`Z£ 69 £07`8Z L8 977`SZ 66 979`8 70 656`SZ 77 STO`9Z ~ - - 'I~ZOZ . . . . . . . . . . . . . . . ~I _ 2znouosM~uo?un ~ sz?d • 6 • •saT?~ 000`LT `+7X7 `opazE7 aa~ozau0 puEZO daaf L66T '8 ' ~ '56596ZT96T~~ ~?sodaQ ~o a~eo?~?~za0 - xusg ~u?od~sM 'L . . 58ZTT707T5~~ ~unoaoy ~u?~oau0 - •y•N °~usg ONd '9 ' '6£66900905~~ ~?sodaQ ?o a~uo???~za0 - ~uug uMO~szzO 'S ' 6TT88SOI6£OOTB~~ ~?sodaQ 3o also???~za0 - ~uug Z~~ •7 ' '8L80I600Z7005T~~ ~unoooy sou?nng - ~usg Z~gy1 •£ ' 0785£9T80ZT7L7Z4~ ~?sodaQ ~o also???~za0 - uo?un ~sz?,~ •Z ' '8L9L96Z-TLO~~ ~?sodaQ ?o aqua???~za0 - ~usg ~snzZ ys~,~ •T paseaoap g87I0 ' f F7HZ2T~ ;o a}e}sa ~euos~ad pue ~ea~ aye ~o iGo~uanu~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MARTHA J. OILER Date of Death: JULY 16.2002 Estate No.: 21-02-0751 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 1, 2002 . Name Address Frank W. Linsenbach Jr. 350 Hov Road, Carlisl_eLP_A_17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none . Date: 10/01/02 ~~~~ G% ~' ~ _~~~-.~- Signature IRWiN, McK~ & HUGHES Name Roger B. Irwin, Esquire Address 60 West Pomfret Street Carlisle, PA 17013 Telephone{717) 249-2353 Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 001701 IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 fold ESTATE INFORMATION: Ssly: ass-24-s~s3 FILE NUMBER: 2102-0751 DECEDENT NAME: OILER MARTHA J DATE OF PAYMENT: 10/08/2002 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 07/ 1 6/ 2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 530,398.01 TOTAL AMOUNT PAID: REMARKS: ROGER B IRWIN ESQUIRE CHECK# 19007 SEAL INITIALS: JA RECEIVED BY: MARY C. LEWIS REV-1162 EX111-96) 530,398.01 REGISTER OF WILLS REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name of Decedent: MARTHA J. OILER Date of Death: July 16, 2002 _ No. 21-02-0751 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: X Yes 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 X 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 9125/03 Capacity: ~'~?OLV ,~,. G~ . Signature IRWIN, McK IGHT & HUGHES Roger B. Irwin, Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle, PA 17013 City, State, Zip X717) 249-2353 Telephone Number Personal Representative X Counsel for Personal Representative \/ ~~ L~~..