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HomeMy WebLinkAbout02-0799Febltuary ' Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Veronica Maurer also known as Veronica J. Maurer Deceased No. 2.1-02 -14q Social Security No.194185318 Petitioner(s), who is/are 18 years of age or older, apply(ies) far (COMPLETE "A" OR "B" BELOW:) 0 A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or Decedent, dated 2/11/98 and codicil(s) dated none ent's Last Will and Testament appoints Joseph A. Maurer, decedent's late husband Executor. State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not 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 residence at 803 Michigan AvenL County, Pennsylvania, with his/her last family or principal insylvania 17043 Decedent, then 78 years of age, died August 22 , 2002 et Holy Spirit Hospital (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ 150,000.00 (if not domiciled in PA) (If not domiciled in PA) Value of real estate in Pennsylvania Total ................. Real Estate situated as follows: Personal property in Pennsylvania .................... $ Personal property in County .............................. .......................................................................... 3 150,000.00 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 Jose h T. Maurer 803 Michi an Avenue Lemo ne, PA 17043 named in the Last Will of the RW-7 I T_l~p_ (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Oath of Personal Representative Commonwealth of Pennsylvania County 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 estate according to law. Sworn to and affirmed and subscribed before me this 4~_-day of SEPTEMBER 2002 ~~ ,~ ~~ ...wrc~c yr Kk1i151ER Estate of Veronic~r Deceased No.~, l - ~~ - -~ qq also known as Veronica .1 nna~ vcr Social Security No: 19418 18 AND NOW, SEPTEMBER 5, 2002 on the reverse side hereon, satisfactory proof having been presented before me in consideration of the Petition IT IS DECREED that Letters ©Testamentary 0 of Administration (c.t.a., d.b.n.c.t.; pendente life; durance absentia; tlurante minoritate) are hereby granted to Jo- seph T. Maurer in the above estate and that the instrument(s), if any, dated February 11 1998 described in the Petition be admitted to probate and filed of record as the last WIII of Decedent. FEES Letters .................................... $ 235.00 Short Certificate(s) ............... $ 24.00 Renunciation ......................... Affidavit ( ) .............. ... Extra Pages ( ), Cod ici I ................................. JCP Fee ................................. $ 15_ 0= $ s - 0--- Inventory & Tax Forms ............. $ Other ...................................... ~ TOTAL .............................$ 279.00 mailed to exec 9-5- RW-7A Attorney: David W Rea er ~~ I.D. No: 20868 Address: 2331 Market Street Camp Hill PA 17011 Telephone: 717-763-1383 DATE FILED: Date of Death: 8/22/02 . rl-. art rual. "Ibis is m certify chat 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 Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee For chic certificate, $2.00 P 8562510 Local Regucrar AUG 2'z 2002 Dale No. rrvmvnlxT N PERMANENT BLACR INN ai NmsleS Re.. vb> COMMONWEALTR Of PENNSYLVANIA • DEPARTMENT OF HEALiH • YITAL RECORDS CERTIFICATE OF DEATH SEM SOC4L SECVRIIY HUMBEP °PiE OFOEAiXrMmer.O 1 AME OF OECEDENi IFnn MNa4, Lae1 194 - 18 - 5318 2 2- 5 l . e Veronica J. Maurer •Fema MEOF BIPiH IprHP1ACE lOry ane PL/LECF DENNIf..xPauyone-w.mruduamgMiuMl l VXOER rYFAR VX°ERI D.tl' O lBlnna L ER a °TN aa eY _ I.GEI Mvrur c^Irt O,Y eer $Yxp Fpngn LOUnIIYI NDSPIrPL qMr N awa 1 Mpnln, r OeY, Yw ur,erq Rea n r EWOrM,uemG 0.MC HPm ^ b u^ Isp[MI^ OCCObCr 1 Inp4xm y, 78v^' ~ ~ 1923 ,Phila. PA - .IMXn. BY[Y,WMA 4[. ive 4rnl ena numyrr NMS DELE°EM OF XISPPHIC OPIGIM 50'E ~, mercy X llw~l lim M ME na u . g NA I ' COVNtY Of DEArN CItY. BOPO. TVP Of DEAiN FA<IL ^ m ~~nc~M~~ White R" ~"° Cumberland Camp Hill - ~ ~^ ' Mw~ PwR rp. W. N OEC EN^'SEDUCAII°N MAPwiAM:'ANrVW.: M~uriee 15^I.V Xeq~~POVMe °ECEOf Ni'S VfiVPLOCCVP410N IVNODF BVSINESSIINOUSrPr ~ M O f E '9~ Ne e ' ORC b) il PP E Diwrnel6waM (.reMMalwr.MMewM mtY Catering ^ EummurvrS.wnaery Oaueq, M r4ve11 ~ _ rYAp lo'l'l 12 "'pf.l Widowed ---------- M' w Of~~'ce tfi~m~n ti'a n u. Industry e _ n ++ r • FA D eetwenlliwfln °ECEOENi'S NAILINOPODRE9513YMC Iiown. sleN lgCWe1 DELEOENi'4 q ne.C3 M. MO ~ ++•.sm. we1 803 Michigan ~5venue is ce ^ l NCE Lemoyne, PA 17043 '; a~;; e i x-w. W~M[e^N^AH0 Lemoyne <ndq lB d "' , , . .nnn.n.4lw..m na. n, c.rr. Cumberlan ~•' MOTNEP'S NPMEIFirL MiWq.MWmSuumel ArHER's NANEIEIr..MgP. 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Y PEGIS SSIGNRVRE ANV NUm9FR ~ VALE FIL IMOnm Gey, ewl J ~~a~le~ ~ aooa . ~ ,, ~~k ~iA ttna C~ est~ment OF VERONICA MAURER 21-02-799 I, VERONICA MAURER, of Upper Darby Township, Delaware County, Pennsylvania, hereby make my will revoking all prior wills and codi- cils: FIRST: I give my entire estate to my husband, JOSEPH A. MAURER, absolutely and in fee simple; provided, however, that if my husband, JOSEPH, should predecease me or die within thirty (30) days after the date of my death, I dispose of my entire estate in accordance with the terms of Item SECOND below. SECOND: I give my entire estate in equal shares to my sons, JOSEPH T. MAURER and RICHARD W. MAURER; a share representing a son of mine who fails to survive me by thirty (30) days, I give to that son's children who so survive me; provided, however, if there is no such grandchild, that share shall be added to the share representing my other son. Any stepchild of a son of mine shall be treated as the natural child of my son for purposes of this Item SECOND. THIRD: To the extent permitted by law, all interests of all 1 ficiaries of my estate, until their interests are actually) ted to and possessed by them, shall be free and exempt from) kind of claim or action by their creditors of all types. FOURTH: All inheritance and other taxes payable by reason of my due to property forming part of my estate for the purpose of taxation (whether the property passes under my will or not) be paid exclusively out of the principal of my estate as though ive expenses, without resulting adjustment or reimburse- of beneficiaries' interests. FIFTH: I give to the personal representative of my estate the powers in addition to those otherwise provided herein or by To retain any asset of my estate without liability and to st and reinvest in any kind of property without being restricted classes of investment authorized for executors by the Laws of any To manage, mortgage, dispose of by public or private sale exchange, and to lease for any period, any and all real estate or 1 property, and to give options without the obligation to ate the same in favor of better offers; 2 To compromise claims without the necessity of Court approv-I To make distributions partly or wholly in kind though be composed differently; To use administrative expenses as deductions for estate or come tax purposes without any adjustment or reimbursement of bene- ciaries' interests as a result thereof. SIXTH: I appoint the surviving parent as guardian over any roperty that may pass under this will or otherwise to any minor, and ith respect to which property I am authorized to appoint a guardian nd have not otherwise specifically done so, with the full discretion ~ use the income and principal for the support, education, medical sre, comfort and any other needs of the minor, as the guardian may eem appropriate, without the necessity of court approval and with he same powers as provided in Item FIFTH hereof for the personal epresentative of my estate; and furthermore, if the property, nitially or during the guardianship, shall be of such value that in he judgment of my personal representative or the guardian it is nappropriate to exercise the powers and discretion given, all the roperty may be reduced to cash and deposited in a savings account or the minor, with or without restrictions as to its withdrawal, or t may be paid over to the minor or to a parent or other custodian of he minor (in which case the receipt of the minor, the parent or 3 other custodian, shall be a full acquittance). SEVENTH: I appoint my husband, JOSEPH A. MAURER, as the person- al representative of my estate. In the event that my husband, JOSEPH, should predecease me or for some other reason should be become unable or unwilling to serve or continue to serve, I appo my son, JOSEPH T. MAURER, instead or as successor. EIGHTH: No fiduciary acting hereunder shall be required to gi security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ day of ~-~P/ 1998. VERONICA MAURER SIGNED, SEALED, PUBLISHED and DECLARED by the above Testatrix as a~ for her Last Will, in the presence of us who thereupon at her reque; in her presence and in the presence of each other have hereunto su] sc our n es as wi sses: ~ 3G _~ ' f~~~%/~ n ADDRESS 1 _.. ~~ _ ~~,!,~~~ ~ _.._ x NAME ADDRESS 4 ACKNOWLEDGMENT EALTH OF PENNSYLVANIA: SS OF DELAWARE I, VERONICA MAURER, the Testatrix, whose name is signed to the ttached or foregoing instrument, having been duly qualified accord- to law, do hereby acknowledge that I have signed and executed the as my Last Will; and that I signed it willingly and as my and voluntary act for the purposes therein expressed. SWORN and AFFIRMED to and ACKNOWLEDGED before me, by VERONICA the Testatrix, this ~/ day of ~~-: ~ 1998• VERONICA MAURER NOTARIAL SEAL MARILYN A. COOGAN, Notary Public Upper Derby Twp., Delaware County My Commission Expires Nov 15, 1999 5 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF DELAWARE ~- ~ -, 7~ .- ~Df~~rl tON~V Yand ~ '' % ~ ~~f •,~~ 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 VERONICA MAURER, the Testatrix sign and execute the instrument as her Last Will; that she signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the will as a witness; and that to the best of our knowledge, the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. SWORN and AFFIRMED to and SUBSCRIBED to me, by ~ and r',,~ ti{~ y i ~- v= '~ ~' , witnesses, this I/ `~, day of ~~.G~iuc.a~ r 1998• ~^ n L ,.. WITNESS ~,;' _ NOTARIAL SEAL 6 MARILYN A. COOGAN, Notary Pudic Upper Derby Twp., Delaware Qounty i., M~Commltalon Expues Nov 16, i9D8 CERTIFICATION OF NOTICE UNDER RULE 5.6 (al Name of Decedent: Veronica J. Maurer Date of Death: August 22 2002 Will No. of To the Register: Admin. No. 21-02-0799 I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on _ SeRtember 11, 2002 Name Address Richard W. Maurer 34 Ashlea Drive Glenmoore. PA 17343 Joseph T Maurer 803 Michiean Avenue Lemoyne PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except Date: ~~~ / David .Reager, Esquire Reager & Adler, PC 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 Counsel for Estate COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TA%ES DEPT. 280601 HARRISBURG, PA 1]126-0601 RECEIVED FROM: REAGER &ADLER PC 2331 MARKET STREET CAMP HILL, PA 17011 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-961 NO. CD 001636 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: ssN: tsa-tR-Sate FILE NUMBER: 2102-0799 DECEDENT NAME: MAURER VERONICA DATE OF PAYMENT: 09/19/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/22/2002 101 ~ 55,600.00 TOTAL AMOUNT PAID: REMARKS: JOSEPH T MAURER C/O REAGER &ADLER PC SEAL CHECK# 991 INITIALS: DO RECEIVED BY: 5 5, 600.00 MARY C. LEWIS _ REGISTER OF WILLS REGISTER OF WILLS REAGER &ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP HILL, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPO.com THOMAS O. WILLIAMS THEODORE A. ADLER + SUSAN H. CONFAIR DAVID W. REAGER JOANNE HARRISON CLOUGH CHARLES E. ZALESKI SUSAN J. SMITH LINUS E. FENICLE DOUGLAS LEHMAN DEBRA DENISON CANTOR + Certifie0 Civil Trial Specialist Writer's E-Mail Atltlress: reagerpc~depix.net September 17, 2002 Via Hand Delivery Cumberland County Register of Wills Cumberland County Courthouse Carlisle, PA 17013 12E: Estate of Veronica J. Maurer 21-02-0799 Our File No. 02-665 Dear Register: Enclosed please find a check in the amount of $5,600.00 as a deposit on the inheritance tax account for the above-referenced estate. Please issue a receipt for this payment. Thank you for your attention to this matter. Very truly yours, L~~~ Mohica D. Zercher Legal Assistant Enclosure REV-1500EX+(fi-OO) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 260601 HARRISBURG, PA 17126-0601 DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) I- Z W C W U W C MAURER, VERONICA DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 08/22/2002 10/01/1923 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) w !( ",-U> u"'''' w~u J:o::9 u,,-.. "- '" (R] 1. Original Return o 4. Limited Estate (R] 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received D 2. Supplemental Retum D 4a. Future Interest Compromise (dateofdeath after 12-12-82) D 7. Decedent Maintained a Living Trust (AtlachcopyofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY c u_-'-J FILE NUMBER .~ ~ 2 -0 2 0 7 9 9 COUNTYCODE ---vE~ - - 'Nu'MBER-- SOCIAL SECURITY NUMBER 194-18-538 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (dateofdeathpriorto12-13-82) D 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) COMPLETE MAILING ADDRESS 2331 MARKET STREET ijlf, .... z w o z o "- U> W '" '" o u 'ifIl..,l1l!e.1I!i!liNii NAME DAVID W. REAGER FIRM NAME (If Applicable) REAGER & ADLER, PC. TELEPHONE NUMBER 717-763-1383 CAMP HILL z o l- e( ...J ~ l- ii: e( u w 0:: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I- ~ D. :!: o U ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a){1 .2) X _(15) 130,057.44 X .045 (16) X .12 (17) X .15 (18) (19) 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. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT PA 17011 - -OFFICIALUSi::6NL Y 20;532.94 124,539.00 (8) 145,071.94 11,393.40 3,621.08 (11) (12) (13) 15,014.48 130,057.46 (14) 130,057.46 5,852.58 5,852.58 ""'Y;\'\:';~\\;~'\;\\\B' ece ents ample e ress: STREET ADDRESS 803 MICHIGAN AVENUE CITY LEMOYNE I STATE PA I ZIP 17043 D d . C I t Add Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 5.600.00 280.00 Total Credits (A + B + C) 3. InteresVPenalty if applicable D. Interest E. Penalty 4. T otallnteresVPenalty ( D + E ) 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 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 5. (4) (5) (5A) (5B) to: REGISTER OF WILLS, AGENT A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check (1) 5,852.58 (2) 5.880.00 (3) 27.42 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 ~ c. retain a reversionary interest; or ..................................................".....................................,............ 0 [KJ 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? ....................................,.....................",.......... ,_.""".......,...",.,....... D [KJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ATE I ~ (~ L1 "l.-- 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 PS 99116 (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. 99116 (al (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tHing 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. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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. REV-1503EX+11-97)_~_ '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R I DENT SCHEDULE B STOCKS & BONDS ESTATE OF MAURER VERONICA All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21 02 0799 ITEM NUMBER DESCRIPTION 1. M28895466EE - $1,000.00 2. M28895465EE - $1,000.00 3. M28895464EE - $1,000.00 4. M2889543EE - $1,000.00 5. M28895462EE - $1,000.00 6. M28895461 EE - $1,000.00 7. M28895460EE - $1,000.00 8. M28895459EE - $1,000.00 9. M28895458EE - $1,000.00 10. M28895457EE - $1,000 11, D1851544HH - $500.00 12. D1851545HH - $500.00 13, V166695EE - $5,000.00 14 V1666694EE - $5,000.00 VALUE AT DATE OF DEATH 1,100.40 1,100.40 1,100.40 1,100.40 1,100.40 1,100.40 1,100.40 614,80 1,100.40 1,100.40 724,27 724.27 5,502.00 3,064.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) 20,532.94 REV.150BEX+l1.97)_~ '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC, PERSONAL PROPERTY ESTATE OF MAURER VERONICA FILE NUMBER 21 02 0799 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION FIRST UNION BANK - CAP ACCOUNT #9620687040 VALUE AT DATE OF DEATH 103,900.00 2. FIRST UNION BANK - CERTIFICATE OF DEPOSIT #56424777 20,639.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same Size) 124,539.00 "'''''EX.:'.'''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MAURER VERONICA FILE NUMBER 21 02 0799 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. DONOHUE FUNERAL HOME 8,704.86 2. KELLY MEMORIALS - ENGRAVING 208.00 3. HOLIDAY INN - LODGING - FUNERAL GUESTS 329.92 4. LAMP TAVERN - WAKE 686.46 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I E1N Number of Personal Representative(s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees REAGER & ADLER, P.C. 1,000.00 3. Family Exemption: (If decedents address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 279.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. CUMBERLAND COUNTY LAW JOURNAL 75.00 8. THE SENTINEL 74.39 9. CERTIFIED MAIL - MAILING OF BONDS 35.77 10. TOTAL (Also enter on line 9, Recapitulation) $ 11,393.40 (If more space is needed, insert additional sheets of the same size) """''',..,'-'''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MAURER VERONICA SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21 02 0799 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. DR. PAUL DALBEY, PODIATRIST 7.05 2. INTERNISTS OF CENTRAL PA 8.23 3. MESSIAH VILLAGE - FINAL BILL 3,595.80 4. PHARAMERICA 10.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) 3,621.08 REV"513EX'19. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF " ^' ""'" NUMBER 1. SCHEDULE J BENEFICIARIES 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [indude outright spousal dislrlbu!ons. and lransfers under Sec. 9116 lal (1.2)] JOSEPH T. MAURER 803 MICHIGAN AVENUE LEMOYNE, PA 17043 RICHARD MAURER 34 ASH LEA DRIVE GLENMOORE, PA 17343 FILE NUMBER ?1 n? RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SON SON 0799 AMOUNT OR SHARE OF ESTATE 1/2 OF ESTATE 1/2 OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET II. NON.T AXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 2. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART Il- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $ (If more space IS needed, Insert additional sheets of the same sile) (- .: .'. "''''''.c \ "' .....!(,..,.. t~,.~'",A, . .. ~ ....... ~. . ""..r, . ~ .~/",*I' ..' I,,~,,'d/' 'f .... . .....-t. I, ~"'.;;;1."\ _,~ 't~ l', ': t~ .... ....- ,:;. 'lot. 'v': .f~z '~ . _'" .~.i-;.i' ~~;. "w ..' ,. :< ...~~~...; .... .....~. _~ j)" w t..:l'.....,,:t.~~?..,. : .:'{ ,~~"\"\~: ~.. . ~ ~~, - \',~~.,. ~~t:~~1'" Register of Wills of CUMBERLAND County, Pennsylvani.a Certificate of Grant of Letters No. 2002-00799 PA No. 21-02-0799 ESTATE OF MAURER VERONICA (LA~l, rlK~l, MlDDLb) a/k/a Late of MAURER VERONICA J LEMOYNE BOROUGH LUM~~KLAN0 ~UUNIY, the 11th Deceased Social Security No. 194-18-5318 day of September 2002 an instrument WHEREAS, on dated February was admitted to 5th 1998 probate as the last will of MAURER VERONICA (LA~l, ~l~bl, M1UUL~J a/k/a MAURER VERONICA J late of LEMOYNE BOROUGH 22nd day of August 2002 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to MAURER JOSEPH T who has duly qualified as Executor (rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, of my Office the 5th day CUMBERLAND County, who died on the t I have hereunto set my hand and affixed the seal of September 2002. ~nrlU fY\ rD H1~~~QWt1Jfr~l~J" ,.ttillile :{~! , **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) .. last Bill Ctn~ Qfc$tantcm OF VERONICA MAURER 21-02-799 I, VERONICA MAURER, of Upper Darby Township, Delaware County, P~nns~"TvZ';d'-.:3"i .1!i"'i:;:cby mo.kc m:t ;J-:.J 1 y-=v6k{~g a.ll prior wills and codi- cils: FIRST: I give my entire estate to my husband, JOSEPH A. MAURER, absolutely and in fee simple; provided, however, that if my husband, JOSEPH, should predecease me or die within thirty (30) days after the date of my death, I dispose of my entire estate in accordance with the terms of Item SECOND below. SECOND: I give my entire estate in equal shares to my sons, JOSEPH T. MAURER and RICHARD W. MAURER; a share representing a son of mine who fails to survive me by thirty (30) days, I give to that son's children who so survive " me; provided, however, if there is no such grandchild, that share shall be added to the share representing my other son. Any stepchild of a son of mine shall be treated as the natural child of my son for purposes of this Item SECOND. THIRD: To the extent permitted by law, all interests of all 1 ..' eneficiaries of my estate, until their interests are actually istributed to and possessed by them, shall be free and exempt from very kind of claim or action by their creditors of all types. FOURTH: All inheritance and other taxes payable by reason of my eath due to property forming part of my estate for the purpose of ,<._uch taxatio!'1. (wheth",,- . t!'>e property passes. unde, ,m".wil2. or ,not) . , hall be paid exclusively out of the principal of my estate as though dministrative expenses, without resulting' adjustment or reimburse- ent of beneficiaries' interests. FIFTH: I give to the personal representative of my estate the ollowing powers in addition to those otherwise provided herein or by aw: To retain any asset of my estate without liability and to "nvest and reinvest in any kind of property without being restricted o classes of investment authorized for executors by the Laws of any 'urisdiction; To manage, mortgage, dispose of by public or private sale r exchange, and to lease for any period, any and all real estate or ersonal property, and to give options without the obligation to epudiate the same in favor of better offers; 2 To compromise claims without the necessity of Court approv- al; To make distributions partly or wholly in kind though shares be composed differently; _'~- .~o -use.. -.~r.:.T(li~is't!"'.::tt-i..~.rc ?:>:p.2r:~:::es as deductions fO.2;. -$~t~te C"':'-; income tax purposes without any adjustment or reimbursement of bene- ficiaries' interests as a result thereof. SIXTH: I appoint the surviving parent as guardian over any roperty that may pass under this will or otherwise to any minor, and ith respect to which property I am authorized to appoint a guardian nd have not otherwise specifically done so, with the full discretion o use the income and principal for the support, education, medical are, comfort and any other needs of the minor, as the guardian may eem appropriate, without the necessity of court approval and with he same powers as provided in Item FIFTH hereof for the personal epresentative of my estate; and furthermore, if the property, 'nitially or during the guardianship, shall be of such value that in he judgment of my personal representative or the guardian it. is 'nappropriate to exercise the powers and discretion given, all the roperty may be reduced to cash and deposited in a savings account or the minor, with or without restrictions as to its withdrawal, or 't may be paid over to the minor or to a parent or other custodian of he minor (in which case the receipt of the minor, the parent or 3 other custodian, shall be a full acquittance). SEVENTH: I appoint my husband, JOSEPH A. MAURER, as the person- al representative of my estate. In the event that my husband, JOSEPH, should predecease me or for some other reason should be or become unable or unwilling to serve or continue to serve, I appoint my son, JOSEPH T. ~~UFER, in~~~cd or a~ ~UC~2n~or. EIGHTH: No fiduciary acting hereunder shall be required to give security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1/ day of J-L/V , 1998. 1/b.~~/' 7~ VERONICA MAURER SIGNED, SEALED, PUBLISHED and DECLARED by the above Testatrix as and for her Last Will, .in the presence of us who thereupon at her request in her presence and in the presence of each other have hereunto sub- sc our n es as wi sses: ,rzY Ju d:/P/ )J~ ADDRESS A- I J. . . C:'", ((7 (> {p. : J1f NAME ' / :,;, " /1 ,:;:''1' r,- / <i0 ,/ ; I /0 /I~ ADDRESS 4 " ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF DELAWARE I, VERONICA MAURER, the Testatrix, whose name is signed to the 'attached. or. t:'::::-cS'~'l~,o; instru:.lent, having been duly qualifiea ",-:::"c~::,'c:- ing to law, do hereby acknowledge that I have signed and executed the in~trument as my Last Will: and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. SWORN and AFFIRMED to and ACKNOWLEDGED before me, by VERONICA URER, the Testatrix, this II day of 14 , 1998. )//~ ~-1./'" VERONICA MAURER a~ ~ NOTARIAL SEAL MARILYN A. COOGAN, No'ary Public Upper Darby Twp., Delaware County My Commission Expires Nov 15, 1999 5 ,'0 " AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF DELAWARE WE ,0() /JIffS J S~;JJ I~ 7&"(\!~and .., -"-c' ,. 'A ., /.-." , 'r'/"_~ I // V ,.__....-... './ c: , ~ tb~ t..,itne~S8S, ':..!l-...::~~ names are signed to the att<=".,::hcd or fOL~SG~ :-':g; instrument, being duly qualified according to law, do depose and say that we were present and saw VERONICA MAURER, the Testatrix sign and execute the instrument as her Last Will; that she signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each SUbscribing witness in the hearing and sight of the Testatrix signed the will as a witness; and that to the best of our knowledge, the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. SWORN and AFFIRMED to and SUBSCRIBED to me, by TlJ/)1/J 51'.s:;;e17l-(IJJ/{J~ and the witnesses, this 11:t1c day of G//\/7"I/I._.....- ./ //) .-~I {?r.::;./.<./' ,,~j.. {) , 1998. !. ~,'"' /-- . /J 7 G/ //;,2._. . . WITNESS n( /y. , v/ 7~~.u (J. ~"ytL>C-- & , NOTARIAL SEAL 6 I MARILYN A. COOGAN. NOlo,\, Public , Upper Darby Twp.. Delaware County I. My.commll&fon Expires No.... 16,' 999 %UMrBF~RLAND COUNTY INVENTORY Estate of MAURER, VERONICA also known as Deceased No. 21 02 0799 Date of Death 8/22/02 Social Security No. 194185318 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verity that the statements made in this inventory are true and correct. I/VJe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsifcation to authorities. Name of Attorney: DAVID W. REAGER I.D. NO.: 20868 Address: 2331 MARKET STREET CAMP HILL PA 17011 Telephone: 717-763-1383 Stocks & Bonds M28895466EE _ $1,000.00 M28895465EE - $1,000.00 M28895464EE - $1,000.00 M2889543EE - $1,000.00 M28895462EE - $1,000.00 (Attach Additional Sheets if necessary) Description Personal Representative: Dated ~~-~~-(~,~ Value Total 1,100.40 1,100.40 1,100.40 1,100.40 1,100.40 145,071.94 ~~ NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such fgures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory MAURER, VERONICA 21 02 0799 Pa e 1 Description of Inventory Description M28895461 EE - $1,000.00 Value 1,100.40 M28895460EE - $1,000.00 1,100.40 M28895459EE - $1,000.00 614.80 M28895458EE - $1,000.00 1,100.40 M28895457EE - $1,000 1,100.40 D1851544HH - $500.00 724.27 D1851545HH - $500.00 724.27 V166695EE - $5,000.00 5,502.00 V1666694EE - $5,000.00 3,064.00 Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Cash, Bank Deposits, & Misc. Personal Property FIRST UNION BANK -CAP ACCOUNT #9620687040 103,900.00 FIRST UNION BANK - CERTIFICATE OF DEPOSIT #56424777 20,639.00 Subtotal I $ 139,569.94 MAURER, VERONICA Description of Inventory Continuation of Inventory 21 02 0799 ~~-~~-y BUREAU OF INDIVIDUAL TAXES INHERITANCE Tq% GIVISION oEpr. za0eel HARRI58LIRG, PA 17128-0681 DAVID W REAGER REAGER & ADLER 2331 MARKET ST CAMP HILL CUT ALONG THIS LINE OF MAURER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TA% APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EFY-15O EM ,1FP (R-p!) PA 17011-4802 RETAIN VERONICA J DATE 02-10-2003 ESTATE OF MAURER VERONICA J DATE OF DEATH 08-22-2002 FILE NUMBER 21 02-0799 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ON FOR vnuR ovrnenc .. EDUCTIONS AND ASSESSMENTnOF LE N0. 21 D2-0799 ACN TAX RETURN HAS: (X) ACCEPTED AS FILED ( )CHANGED ~N1~CD VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Neld Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D] 5. Gash/Bank Deposits/Misc. Personal Proper{y (Schedule E) 6. Jointly Ownetl Property (Schedule F) 7. Transfers (Schedule G) 8• Total Assets 101 DATE 02-10-2003 (1) .00 (2) 20,532 94 [3)_~~00 (4) . DO [s) 124,539 OD f6)- (7)~DU NOTE: io insure proper credit to your account, submit the upper portion of this form with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 145,071.94 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 11,393.40 30. Debts/Mortgage Liabilities/Liens (Schedule I) ~~ 11. Total Deductions (10)~3~671 08 12. Net Value of Tax Return (11] )S 01 •8 13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (l3) 130,057:00 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, reflect t'igures that include the total o ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate 16. Anount of Line 14 taxable at Lineal/Class A rate 17. Anount of Line 14 at Sibling rate 18. Anount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due -19- -03- R a4) 130,057.46 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. (15)_~ X 00 . DO (16) 13~ X 045 _ an~_Op X 12 _ 00 aa)~ .p0 X 15 ~ UO (19)-~ AMOUNT PAID 5,600.00 40.05- nn 4RCL11 I 5,852.58 ^ IF PAID AFTER DATE INDICATED OF TAX DUE .00 ~ AND PEN. .00 IL DUE .00 FOR CALCULATION OF ADDITIONAL INTERESTRSE ( IF T07AL DUE IS LESS THAN il, NO PAyMEN7 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.) it PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Veronica Maurer Date of Death: Aueust 22.2003 Will No.: 2002-00799 Admin. No.: 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.l is yes, state the following: A. Did the personal representative file a final account with the court? Yes No )C 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 may be attached to this report. Date: Z David W. Reager, Esquire Reager & Adler, P.C. 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 Counsel for Personal Representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARR I58NRG, PA 17128-0601 DAVID W REAGER REAGER 8 ADLER 2331 MARKET ST CAMP HILL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1E0) EM ,1FV [O1-OL DATE 02-18-2003 ESTATE OF MAURER VERONICA J DATE OF DEATH 08-22-2002 FILE NUMBER 21 D2-0799 COUNTY CUMBERLAND ACN 101 Anount Ranifted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure prover cratlit to your account, subnif the upper portion of this torn with your fax pnynent. CUT ALONG THIS LINE __-___ RETAIN LOWER PORTION FOR YOUR RECORDS -------------- REV-1607 EX AFP (01-03) ~i[~i INHERITANCE TAX STATEMENT OF ACCOUNT *~r ---------------------- ESTATE OF MAURER VERONICA J FILE N0. 21 02-0799 _ THIS STATEMENT IS PROVIDED TD ADVISE OF 7NE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTA7ETESHONN BELOH003 IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-03-2003 PRINCIPAL TAX DUE:........... PAYMENTS (TAX CREDITS): DATE NUMBER uiawuN~ (+) INTEREST/PEN PAID (-) AMOUNT PAID 09-19-2002 CD001636 02-03-2003 292'63 5,600.00 REFUND .DO 40.05- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. f IF TOTAL DUE IS LESS THAN S1, NO PpyMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ••CREDIT•• (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUC7rnuc , 5,852.58 5,852.58 .00 .00 .00