HomeMy WebLinkAbout02-0923
Estate of Martha R. Wagner
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
J./-oa -Q.;23
No.
To:
Register of Wills for the
Deceased. County of Cuillberlnad in the
Social Security No. 19\r-Q1-A224 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner~, who is/lID: 18 years of age or older an the execut rix
in the last will of the above decedent, dated ,Tn] V 24
and codicil(s) dated N fA
named
, 19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
h <>r last family or principal residence at
- Mechanics , PA 17055
County, Pennsylvania, with
x
Decendent, then 96 years of age, died september 17 ,~ 2002
at Hel y soiri t Ho.cmi tal .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent 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 PennJ,Ylvania .......r
situated as follows: ~ ---~ r ...... ~1.v?_'<F
@-
$ /' ~. t>7:h9, p;
$ ,
$
u~,~,;~ro
. ,
WHEREFORE, petitioner(l\l respectfully
presented herewith and the grant of letters
request(s) the probate of the last will and codicil(s)
'"I"P-RT?JITIP-ntrlry
(testamentary; administration c.t.a.; administration d.b.D.c.t.a.)
theron.
~
~
v
u
C
v
~3
v _
~g
-g.g
ell''::
3~
v~
~o
1il
c
"
0;
~~~ r;. J[,A hA-,
Nancv J. FIler
?? r.n:~p.~i AT T .;:mp.
n;11~h1rry. O~ 17n1a
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA "1 ss
COUNTY OF Cumberland j
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
.>?1--1.?7"'Z R ,,1i;..1h-l,
Nancv J. sl
22 Green,,6rier Lane
Dillsburq, PA 17019
affirmed and subscribed
11 th day of
r
'"
...
'"
..
-
'"
01
~
nna
0,
s
pu
/7-C/4_ L
HIO'l.S05 REV 9/86
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 win be forwarded to the State Vita! Records Office for permanent filing,
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
ShAMYL~
Local Regis~ra~ p , d''t
Fee for this certificate, $2.00
L
p
8617121
SEP 19 2002
Datc
""OS.t~A...:vt1
COMMONWEALTH OF P~NSVLV""NI'" OE.P"RTMEKT OF HE.....\-TH ~ '111.....lI'lECOI'lOS
CERTIFICATE OF OEATH
rT~T
.
'f.IUlAltQ<1
~-
.........C#OlCf.DENT"'..._,'---\
1'tartba R~
AGf:1l"~ 1JNl)9l'_
- -
"...r......""'-..-
K~ $OC,....UCU"''''_A
2. Female J. 199 - 07 4224
DMII!O'I)E.og'>t,_, ao., '_J
"
_~a
"VoCf:OI'~H.c-'"""" _.........,.....__
~
,_12
~
~o
Cumberland County
-,~
f1~:-"'''::::~
~" Teacher . Education
otaOf.HT"S........N3AOOl'1d1(30...~._.loCoooo1
,'r- J-/o..r
OICt.DEHT"fOlJCRlON
,
,S ,-.,
..,
_STR1Jl._
---
-.....
(',~S.l I Widowed
,,..,m ___.. Uppe.r
-~
11____
Messiah Village, P.O.Box 2015
,..~han1csb.tr ,PA 11055
~,.........~...-.~
, James Garfield Spidel
~,......",..,..,..
Mrs. Nanc J. Fisler
a
,~
"-<land
~
-
MO.
~ .1..0 ::::'~f1
WOT)f(i....,.......,,-...._._s.._
. Clara Leer
_tlflMAl'fTS-...o .... _.liD~
22 Greenbrier Lane. Dillsburg,
~OI' ._al~'",,-,
._-
,
Allen Township
-
_0
,
_a~o_...........o
Oof>O<lSI>odr"
_ U;V<SUOlll'f.RIOHAC 'NO'"
PA 17019
.~...ZIo
~
~
o
~
!
nPillsbu'rg Cemetery-lit .Road Dlllsburg, fA 17019
_AHDACIOI'IUC 1N;:lI.ITY
.Inc. .3C:li.ChestnutSt. ,DillibJrg,PA 17019
UCl__" 0Jn
...-
.-sCA$lEAEJEA
ltl.....o ..., ...~
"",,,,..:Olftw~_-*",",,,._._
..-...;"..-.....-..............".
,
"
\.
~
n.......,..: E........_.........___...........O"__,..._
UoI___"'__
r /"7 ..1-
-..- ...-........-.-........-.
i~
1---
,
"
~
oJFt
l:
DVf1tl(CWf...... HCI:
i
DUE (CWfAS"'CCHSE NeE
c.;..o:-
DUt:1tllOl.os...coetCo.J(HCECFl
-
r;(
o
o
~TEOI'lNN~Y
'_.lloy.-
n"EOl'""-'VfIY
.........YfJ~
OESCIIIMHCWI'<.IUIW~O.
""'IlE.IoU1CP!"I'fJNDINa$
.......-~
""""",,"a"'-
a.-.
"_"O'OUl"H
~O
-
-
,....-
~..~...-
o
o
o
..... 0...0
-
Ilm'1,lnO,91
-,
ft.
lOl'fl'U\.IAT."_._._.'-,_
-......,'~
_.
~
o
..
Dlll'r~IU1Dp.o_.o.r._'
No. 21-2007-92~
Estate of
Martha R. Waaner
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW October 14th ltil-2002-, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated ,Julv 24. ]qAq
described therein be admitted to probate and filed of record as the last will of Martha R. Wa<mer
and Letters
are hereby granted to
Testamentarv
Nancy J. Fisler
Hb?v>1h ~ty~/~fr/~I'-U~
Register of Wills IX>nna . to. 1st Deputy
FEES
Probate, Letters, Etc. ,........ $ 235.00
4 $ 12.00
Short Certificates( ).........,
Renunciation ...."........" $
x-Pages (1) $ 3.00
JCP TOTAL _ $255~OW-
Filed . October: .1Uh,2002........"...
x
oillsburg,
ADDRESS
(717) 432-4514
PHONE
,.
'.
j, .
,i..."
, '
l \
Mailed letters to attorney on 10/14/02
last Bill aub Qft$tattttnt
OF
MARTHA R. WAGNER
21-2002-923
I, Martha R. Wagner, of the Borough of Franklintown, county
of York and Commonwealth of Pennsylvania, being of sound mind,
memory and understanding, do hereby pUblish and declare this to
be my Last Will and Testament, hereby revoking and declaring null
and void any and all Wills and Codicils heretofore written by me.
ITEM I. I direct that all my just debts and funeral
expenses be paid as soon after my demise as may be convenient to
the proper administration of my estate.
ITEM II. I order and direct my hereinafter named Executrix
to convert my entire estate into cash at either pUblic or private
sale, whenever in her discretion it may be most expedient for the
proper administration of my estate. In the event of such
conversion, I authorize my said Executrix to execute a good and
sufficient warranty Deed to the purchaser of any real estate of
which I may die seized, in the same manner and capacity as I
could if living.
ITEM III. I direct that all inheritance and estate taxes be
paid on the proceeds of the above conversion and on all the rest
residue and remainder of my estate from the residue of my estate
prior to further distribution.
ITEM IV.
I give, devise and bequeath my entire estate
remaining including the proceeds from the above-mentioned
conversion to my daughter, Nancy J. Fisler, if she be living at
the time or my death.
ITEM V. If my daughter, Nancy J. Fisler should predecease
me, I then give, devise and bequeath my entire estate remaining
including the proceeds from the above-mentioned conversion to her
children in equal shares, per stirpes and not per capita.
ITEM VI. I nominate, constitute and appoint my daughter,
Nancy J. Fisler, Executrix of this my Last Will and Testament.
Should my daughter predecease me or be unable or unwilling to
serve, I then nominate, constitute and appoint A. Eugene Fisler,
Jr. Executor in her place and stead. I direct that my
Executrix/Executor shall not be required to post bond other than
her/his personal assurance for her/his duties as
Executrix/Executor.
IN WITNESS WHEREOF, I, Martha R. Wagner, have hereunto
to this my Last Will and Testament, this
day of
, 1989.
~-::A~~?f? ~r""'~
Martha R. Wagner
SIGNED, PUBLISHED and DECLARED by the above-named Martha R.
Wagner, as and for her Last will and Testament in the presence of
us, who at her request and in her presence and in the presence of
ach other, have signed our names as attesting witnesses hereto.
residing at
REGISTER OF WILLS OF Cumberland COUNTY
OATH OF SUBSCRIBING WITNESS
Jane M. Alexander and Leslie K. Neidig
~
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that they present and saw
MarthaR.waaner
the testa! rix , sign the same and that thev signed as a witness at the
reqUest of testat.z:ix..- in h pr presence and (in the presence of each other) \bmI... t" """.,,~
Sworn to or affirmed and subscribed before
me this 3. ,eo day of
~~filL ~i
/. -41)/ e
/ Notary~
Notarial Seal
HalV8Id E. Alexander, Notary PuIIIc
DUlsburg Boro, York CollAIr
My CommiSSion Expires Apr. 23; ...
Member, Pennsylvania AssOCiationolNOlllll8
PA 17372
(Name)
9760 Carlisle Road, Dillsburg, FA 11019
(Address)
21-2002-923
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
will
testal
of (one of the subscribing witnesses to) the
presented herewith and
codicil
believes the signature on the will is in the handwriting of
that
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
Register
(Name)
(Address)
(Name)
(Address)
COMMONWE.6.lTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ALEXANDER JANE M ESQUIRE
148 S BALTIMORE STREET
DllLSBURG, PA 17019
-nn___fald
ESTATE INFORMATION: SSN: 199-07-4224
FILE NUMBER: 2102-0923
DECEDENT NAME: WAGNER MARTHA R
DATE OF PAYMENT: 12/13/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/17/2002
NO. CD 001948
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,985.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: NANCY J FESLER
CIO JANE M ALEXANDER ESQUIRE
CHECK# 0093
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$5,985.00
DONNA M. OTTO
DEPUTY REGISTER OF WillS
...J-
.1
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name-of Decedent:
1&:i"...."W ll' WngrU""T
Date of Death:
!=:entpTT1hPr 17. ?002
Will No. . 00.- qa3
Admin. No.
.\
\
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Hules was served on or mailed to
the following beneficiaries of the above-captioned estate on
:
Name
Address
',\
"
. ..
Nancy J. Fisler
22 Green brier Lane, oillsburg, PA 17019
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:((7~fj ~
Esquire
Address 14R R RaltiJrore Street. P. Q. Box 421
n;1Icth'l1r9r PA. l"1nlq
Telephone ( 7li 432-4514
Capacity:
Personal Representative
x
Counsel for personal
representative
/~- 9,/-rf,
"" BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-
NOTICE OF INHERITANCE TAX
APPRAISEIlENT. ALLOMANCE OR DISALLOMANCE
OF DEDUCTION" .__AND ASSESSIlENT OF TAX ON
JOINTLY .....W OR TRUST ASSETS
UV-1&48EX AFP (01-05>
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG PA 17019-1322
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-31-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100353
yount Rellitted
MARTHA
R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
RE;;=isiii-Eif-AFi'-foi-=03i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-31-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
TAX RETURN WAS:
S.S/D.C. NO. 199-07-4224
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
03100353
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO.
6140718937
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 10-10-1997
Account Balance
Percent Taxeb1e X
Amount Subject to Tax
Debts and Deductions
Taxeb1e Amount
Tax Rate X
Tax Due
10,008.60
0.500
5,004.30
.00
5,004.30
.15
750.65
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 06-18-2003~. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 750.65
INTEREST AND PEN. .00
TOTAL DUE 750.65
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE OUE A REFUND.
SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. )
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTION" ..~ND ASSESSMENT OF TAX ON
JOINTLY ~LD OR TRUST ASSETS
tEY-l54'EllAFP(U-ISI
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG PA 17019-1322
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
, , SSN/DC
ACN
03-31-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100351
Mount R..i tted
MARTHA
R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
Rifv=isJJi-Eif-AFP--foi-=o31------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-31-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
TAX RETURN WAS:
S.S/D.C. NO. 199-07-4224
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
03100351
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO.
6101190246
TYPE OF ACCOUNT: () SAVINGS (XI CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 02-21-2002
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
43,779.16
1. 000
43,779.16
.00
43,779.16
.15
6,566.87
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 06-18-2003*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 6,566.87
INTEREST AND PEN. .00
TOTAL DUE 6,566.87
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
BUREAU OF INDIVIDUAL TAXES
INtERtTAHCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENT. ALLDNANCE DR DISALLONANCE
OF OEDUCTION~.~ND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
lE"~lSU EX ""f tn-os}
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG PA 17019-1322
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
.. SSN/DC
ACN
03-31-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100356
AIIOWlt R_i tted
MARTHA
R
- .
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
RE-y=isiii-Ejf-AFP--foi-=o3i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-31-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
TAX RETURN WAS:
S.S/D.C. NO. 199-07-4224
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
03100356
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO.
6140702259
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 01-05-1996
AccDunt Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
15,037.90
0.500
7,518.95
.00
7,518.95
.15
1,127.84
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR HONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 06-18-2003~. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1,127.84
INTEREST AND PEN. .00
TOTAL DUE 1,127.84
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF AODITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
BUREAU OF INDIVIDUAL TAXES
'"V INtERIUNtE TAX DIVISIDN
IlEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISENENT~ ALLOHANCE OR DISALLOHANCE
OF DEDUCTION" ..JIND ASSESSIIENT OF TAX ON
JOINTLY n~LD OR TRUST ASSETS
1.E'f~lSli..un, (\)1-13)
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG PA 17019-1322
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
" COUNTY
.SSN/DC
ACN
03-31-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100352
Anount R...i tted
MARTHA
R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REii:isiii-Eif-AFP--fo-l-:03i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-31-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
TAX RETURN WAS:
S.S/D.C. NO. 199-07-4224
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
03100352
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO.
6100747409
TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 06-06-1966
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
7,245.78
0.500
3,622.89
.00
3,622.89
.15
543.43
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CRED:ITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 06-18-2003*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 543.43
INTEREST AND PEN. .00
TOTAL DUE 543.43
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. 1
\, BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEKENT ALLOHANCE OR OISALLOHANCE
OF OEOUCTION~, AND ASSESSIlENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
lEV.lliO ElI.R' ~11-n)
NANCY J FISLER
22 GREENBRIAR LN
DIlLSBURG PA 17019-1322
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-31-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100355
Anount Rui tt.d
MARTHA
R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
RE-Y=isiii-Eif-AFP--[oi-=03i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-31-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
TAX RETURN WAS:
S.S/D.C. NO. 199-07-4224
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
03100355
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO.
6140702267
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 01-05-1996
Account Balance
Percent Taxeble X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
10,103.22
0.500
5,051.61
.00
5,051.61
.15
757.74
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 06-18-2003*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 757.74
INTEREST AND PEN. .00
TOTAL DUE 757.74
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YDU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
~ BUREAU OF INDIVIDUAL TAXES
LNHERITAHCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENT, ALLONANCE OR DISALLONANCE
OF DEDUCTION~ <._AND ASSEBSIIENT OF TAX ON
JOINTLY KOLD OR TRUST ASSETS
.EV~lS'" EllA' <11-\1$)
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG PA 17019-1322
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSM/DC
ACN
03-31-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100354
AMount R..Hted
MARTHA
R
_,I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
RE-v:i5jfi-Eif~F,,-rOi~D3)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLONANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-31-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
TAX RETURN WAS:
S.S/D.C. NO. 199-07-4224
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
03100354
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO.
6140716829
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 08-01-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
5,005.49
0.500
2,502.75
.00
2,502.75
.15
375.41
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 06-18-2003*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 375.41
INTEREST AND PEN. .00
TOTAL DUE 375.41
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE OUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
~
Register of Wills of
CUmberland
County, Pennsylvania
INVENTORY
Estate of
Martha R. Wa<mer
No.
21-02-00923
also known as
Date of Death 9/17/2002
Deceased
Social Security No. 199-07-4224
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following InYM!O<y
include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of ssid
Decedent, that the valuation placed opposite each item of said Inventory represents its tair value as of the date of the
Decedenfs death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania exceptlhat
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are
true and correct I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section
4904 relating to unsworn falsification to authorities.
Allomey
Jane M. Alexander, Esquire
qfc#-_M~/, Q.~~
1.(/
1.0. No.:
07355
Address:
148 S. Balti.Irore Street
Dated
~-;lr-t:/3
Dillsburg, PA 17019
Telephone: (717) 432-4514
Description Value
1. $1000 Series HH U.S. savings Bond#M4 70624 7HH issued 2/93 S 1oo~4
POD Nancy J. Fisler :0([\
CPO
([) 0
2. $1000 Series HH U.S. Savings Bond#M4706295HH issued 2/93 ~ 1i"~
"') .,.
POD Nancy J. Fisler C-,:~
I
~
.;',~
3. $1000 Series HH U.S. Savings Bond#M4706296HH issued 2/93 a 1~4
Fisler ""2:' (,
POD Nancy J. Cl ",' c
h:. ~.
4. $1000 Series HH U.S. Savings Bol1d#M4706297HH issued 2/93 0"\ 1003.94
5. PNe Bank, N.A. account no. 31100182443 12940.40
6. Mortgage, James L. AdrIas and Teresa M. Adams to Martha R. Wagner
dated August 22, 1996, recorded in the. Office of the Recorder of
Deeds of York County, PeJ1nSylvania in Record Book 1270, pa.ge 2618
in the anount of$12,500. Balance due as of 9/17/2002
6010.74
Total: see next page
(Attach additional sh_ n necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of personal rep-
resentative, include the value of each item, but such figures should not be extended into the lofaI of the Inventory.
Register of Wills of Cumberland County, Pennsylvania
INVENTORY (CONTINUED)
Estate of Martha R. Wagner
File No. 21-02-00923
Date of Death 9/1 7/2002
7. Agreement of sale for property located at I North Baltimore Street,
Franklintown, Pennsylvania, Martha Wagner to James and Teresa
Adams, dated October 1,1999, consideration $67,500.
Balance due as of 9/1 7/02
8. Refund from Messiah Village, patient's account
9. IRS refund overpayment of 2002 income tax
10. P A Income tax refund for 2002
./aintly-Owned Property with Nancy ./. Fisler
1 I. Fulton Bank CD#643-0001568 ($25,036.52) 50%
12. PNC BANK CD#21001058960 ($13,039.19) 50%
13. PNC BANK CD#21001058965 ($15,045.86) 50%
14. PNC BANK CD#31600219568 ($16522.62) 50%
15. DDA-6100747409 ($7245.78) 50% Citizens Bank
16. DDA-6101 190246 ($46779.16 - $3000) 100% Citizens Bank
17. TD 6140-702259 ($ 15037.90) 50% Citizens Bank
18. TD 6140-202267 ($10103.22) 50% Citizens Bank
19. TD 6140-718937 ($10008.60) 50% Citizens Bank
20. TD 6140-716829 ($5005.49) 50% Citizens Bank
21. US. Savings Bonds ($26418.60) 50% (16 series EE & 5 Series E)
22. 5 Series HH U.S. Savings Bonds - $1000 face value ($5043.29)
TOTAL
56911.76
1745.85
5.00
131.00
12518.26
6519.60
7522.93
8261.3 I
3622.89
43779.16
7518.95
5051.61
5004.30
2502.75
13209.30
2521.65
$199793.22
Pf-"."';!I'd' ,r,il(I\
\ 1-CjY - 110 r;~j
REV-1500
.
~" COMMONWEALTH OF
. ~. , PENNSYLVANIA
., 'ilIIi.. DEPARTMENT OF REVENUE
. . .' DEPT 280601
. ", ._k HARRISBURG. PA 17128.0601
w
...
::c:~cn
u"':<
~~g
u"''''
....
..
..
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
Z
W
o
W
U
W
o
DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL)
Wagner, Martha R.
DATE OF DEATH (MM'{)D.YEAR) =rATE OF BIRTH (MM.DD.YEAR)
09-17-2002 08-19-1906
-~~_.~- _.~
(IF APPLICABLE) SURVIVING SPOUSES NAME (LAST. FIRST. AND MIDDLE IN/lIAL)
[i] ,. Original Re\UI'n
o 4. limiled Estate
o 6. Oece<renl Died Tes\ale (Allach copy of W~I)
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dal,ofdeathat!er 12.12-(2)
o 7. Decedent Maintained a living Trusl (.Attach COl'Y of Trustl
o 10. Spousal Poverty Credit ldaleoldealt1~~U.31-9' and 1.1.95)
. t .INFORMATlON SHOULD BE DIRECT ED TO:
COMPLETE MAILING ADDRESS
148 s. Ba1tinore street
P. O. Box 421
DillsblJrg. PA 17019
...
z
w
o
z
o
..
Ul
W
'"
'"
o
u
'THIS.n TIQN Ull" BE CO"''',lETED. ALL CORREllp'Ot,lDE
NAME
Jane M. Alexander, Esquire
FIRM NAME 1'_'
TELEPliONE NUMBER
(717) 432-4514
,. Real Estate (Schedule A)
2. Stocks C1nd Bonds (Sctledule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1)
(2)
(3)
(4)
(5)
4. Mortgage. & Note. Re<:.eivable (_. D)
z
o
~
;:J
l-
n:
c(
u
w
~
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. JoinOy Owned Property (Sche<lule F)
o Se\l8lIlte Billing Requested
(6)
(7)
7. Inter.vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8. Tolol Gro.. A..ets (lo1aI Line. 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts ot Decedent. MOftgage liab~itjes. & liens (Schedule I)
11. Tot.1 Deduction. (tolalline. 9 & 10)
12. NelVelue of Eel.le (Line 8 minus Line 11)
13. Cha<<t8bte and Governmental Bequests/See 9113 Trusts for which an election fa tax has not befJn
made (Schedule J)
(9)
(10)
14. Nel Value Subject 10 Ta.. (line 12 minus Une 131
z
o
~
r;
::l
Q.
:i
o
u
><
~
SEE INSTRUCTION8 ON REVERSE SlOE FOR APPLICABLE RATES
15. Amount of Una 14 taxable at ,he spousal tax
,.te, or ~lIt1.re,. UI1der See. 9116 (eXU)
16. Amounl of Una 14 taKable at lineallale
181528.18
17. Amount or line 14 taxable at sibling fate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
4015.76
~lr
,,5,
77744.75
118032.71
(8)
18165.04
FILE NUM8ER
.:l-.lc- - 0 2
COUNTY CODf iHR
_9__ 0 9 2 3
IIU!~6ER
SOCIAL SECURIfY NUMBER
199
07
- 4224
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMQER
o 3. Remafnder ReluHl (d~11! 'Jfdl!alh prlO' 10 1/IJ-fl2)
o 5. Federal Estale Tax Relurn Required
~ 6. Total NUmbel 01 Sale Deposit Boxes
o 11. Election 10 tax Ilnder Sec 9113(A) 1.^!I;.r.hSclIOI
III j ":lA{ .lIsr {'tH '1 '
::1C: '!
;';((r R
.:.:j i'~, ...-
0" ...
en
::0
::Oct'
<Tl(l
~J ,;;:1
'c' .~"I
,',:~':i~ C!
~) q/
'-'1 (.1
:z
=;:
I
~
i
I
i
I
f),"
p' ("
:1J ,:: ~
~'p.:::
;E
o
iJ:,;,
0'\
199793.22
(II)
112)
(13)
18265.04
181528.18
0.00
(14)
181528.18
x.o_ (15) ._~--,.-
K.O~ (16) 8168.77
._-
x .12 (17) --..-
x ~'15 (16)
(19) ....Jl16~~ 77_
> > BE SURE TO ANSWER ALL aUEllTIONll O'fRll.
CHECK HERE IF YOU ARE I1EaUESTING A REFUND OF AN OVfRPAYMENt
20.~
'll' E'AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
I>~essi.;ili Villa~_
100 Mt. Allen Drive~. Box 2015
---.-- 3-' ;;-',
.- - ."----~--- -+-
ZIP
17055
CITY
STATE
Mechanicsbur ,
PA
, Tax Payments and Credits:
I, Tax Due (Page Hme 19)
2. Credits/Payments
A Spousal Poverty Cledil
B. Prior Payments
C, Discounl
('1
8168.77
-~- ------_.~_._.- ---
5985.00
315.00
lotal Credits (^ + B + C ) (2)
63oo.CXJ
3. InlernsUPenally if applicable
D, Interest
E, Penally
TotallnteresYPenally ( 0 + E ) (3)
4, If Line 2 is grealer than Line 1 + Line 3, enter Ihe difference, This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
0.00
5. If line 1 + line 3 is greater than line 2. enter the difference. This is (he TAX DUE.
.
(5)
(SA)
(58)
186B.TI
.~""
A. Enter the interest on the tax due.
O.CXJ
8, Enler the lolal of Line 5 + 5A, This is the BALArtCE DUE,
186?"!1
Make Ci'eck Payable to: REGISTER OF WILLS, AGENT
,...;\~.~,~~.'iL~i'~}~~~i~h~~."');~,,~~W~},4~:Wii~~ti~JI1.l _ , ~M~~~i\~.~-:.1.'''';,' .,,-.,. ';"'.;~~",~~!4~'
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN nx" IN THE APPROPRIATE BLOCKS
1, Did decadenl make a transfer and. Yes No
a. .retain the use or income of the property transferred;.........................".........:.................................................... [J rxJ
b, relain the light to designale wi,,-, shall use the property Iransferred or its income;""""""",,,,,,,,,,,,,,.,,,,,,,,,,,,,,, 0 15(1
c, relain a reversionary interesl: or" """"'"'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 0 iii
d, receive the promise lor life of either payments, benefits or care? """""'''''''''''''''''''''''''''''''''''''''''''''' ,,''''',,'''' 0 Ix]
2, If death occurred afler December 12, 1982, did decedent transfer property within one year of death
withoul receiving adequate consideralion? """""""", ,,",,"""'"'''''''''''''''''''',,'','''''',,'',,'''',,''''''''''''''' " " "","" 0 Ix]
3, Did decedent own an "in trust tor" or payable upon death bank account or security al his or her death? ,,,,.,,,,,.,,, 0 IX]
4, Did decedenl own an Individual Retiremenl Account. annuity, or other non-probate property which
contains a benefiCiary designation? """"""'" """"""'''''''''''''",''''''''"''''''''",,'''''',,'''''''''''''''''''''''''''',,,,'' 0 IX]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETUHN,
ADDRESS
cj- :2r-03
~ '
PA 17019
':~'l..>t~Ji.;\1~,)f~'~~i7~~," _ r:...~..".._ ._ ~. n~.~~,;>,,~""~''1';r:,>.~~'''~''
ath or aner July " 1994 and before January " 1995, the lax rale imposed on the nel value of transfers to or for the use of the surviving spouse is 3%
172 P,S ~911 all,I}(I)!,
For dales 01 death on or all81 JlIlIuary " 1995, Ihe lax rale impOSed on Iha nal value of mSlers 10 or lor the use 01 the surviving spouse is 0% 172 p,g, ~9116 lal (1. I', Iii)},
The siatute does note,emot a transfer to a surviving spouse from la" and the statutory requirements fO! disclosure of assets and filing a la' return are still applicable a"n it
Ihe surviving spouse Is the only benerrclary,
For dales 01 death on or after July 1, 2000: l
The ta, rate Imposed on the nel value of transfers !rom a deceased child twenly-one yaars of age or younger al dealh to or for Ihe use of a natural parent, an adoptive parent,
or a slepparent 01 Ihe child is 0% 172 p,g, ~9116Ia)I1.2)].
The ta' rale Imposed on Ihe nel value of transfers 10 or for Ihe use 01 the decedent's lineal beneficiaries is 4,5%, except as noled in 72 p,g, ~91'611.21 112 p,g, ~91'6(a)(1)},
The lax rale imposed on lhe net vaiue of Iranslers 10 or for the use 01 the decedenl's siblings is 12% (72 p,g, ~9116(al(1 ,3)!, A sibling is defined, under Seclion 9102, as an
individual wilo has at least one parent In oommon wilh the decedent, whelher by blood O! adoption,
,
..
COMMOIlWtAl TIl OF PENtlSYl VANIA
INHERITANCE TAX RETURN
R SID NT 'DENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Wagner. Martha R.
FILE NUMBER
21-02-00923
All property jolntly-owned with right 01 IUNlvol1hlp mull be dloclo..d .n Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. $1000 Series Ha U.S. Savings Bond - M47062471lli issued 2/93 POD Nancy J. Fisler 1003.94
2. $1000 Series HH U.S. Savings Bond -M4706295HH issued 2/93 POD Nancy J. Fisler 1003.94
3. $1000 Series HH U.S. Savings Bond - M4706296HH issued 2/93 POD Nancy J. Fis1&r.i: 1003.94
4. $1000 Series HH U.S. Savings Bond - M47062971lli issued 2/93 POD Nancy J. Fisler 1003.94
..
<'
TOTAL (Also enleron line 2. Recapilulalion) $ 4015.76
(If more space is needed, insert additional sheels of the same size)
(, i~ '_;'~({\ri";~:, J~:\'
,
,
'1!V.I"I.Il_j""l
'*'
'.
COIAMOll'M:~lT" OF P{NN$Vl VANIA
_R"ANa TAX RETURN
T
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE HUMBER
21-02-00923
ESTATE OF
wagner, Martha R.
Intludelhe procoods of 1tIg8liGn eM \lie dole \lie procoods were received by Ihe ..tale. All "",polly jointly_ill with the llghl01 s.IYlve,shlp must be dlscloslll en Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC Bank. N.A. account no. 31100182443 12940.40
2.
!oPrtgage: James L. Adams and Teresa M. Adams to Martha R. Wagner dated "
August 22. 1996. recorded in the Office of the Reoorder of Deeds of York
county, Pennsylvania in Record Book 1270, page 2618 in the anount of
$12.500.~ce due as of 9/17/02
6010.74
3.
Agreement of sale for property located at 1 North Balti.Irore Street,
Franklintown, Pennsylvania, t:'Martha Wagner to James and Teresa Adams, dated
October 1, 1999, consideration $67,500. Balancedue as of 9/17/02
56911.76
4.
Refund fran Messiah Village, patient' s account
1745.85
5.
IRS refund overpayroont of 4,002 incane tax
5.00
6.
PA Income. tax refund for 2002
131.00
I!lIC";;..' ".
, .,
,
~\Oj \
() \J
60
LAwOmcx
WM. D. SCHRACK, III
'.:lwagnerladms2wag.oer(legaI15,jsg)
BOOK
PAGE
7616
1270
MORTGAGE
TillS INDEETURE made this .:.J.d. ~ 9ay/of A--uG V"5. ~996 between
JAMES L. ADAM and TERESA M. ADAM~husband and wife, hereinafter called
"Mortgagors," of e one part, and MARTHA R. WAGNERt unremarried widow,
hereinafter called "Mortgagee." V
WHEREAS, Mortgagors have executed a certain Mortgage Note (hereinafter called
"Noten), payable to the order of Mortgagee in the principal sum of TWELVE THOUSAND
FIVE HUNDRED DOLLARS ($12,500.00), lawful money of the United States of America,
together with interest thereon, at the rate payable in the Note, in the manner and at the
times therein set forth, and containing certain other terms and conditions, all of which are
specifically incorporated herein by reference.
NOW, THEREFORE, Mortgagors, in consideration of the aforesaid debt or principal
sum, and as security for the payment of the same and interest as aforesaid, together with
all other sums payable hereunder, or under the terms of the Note, do grant and convey
unto said Mortgagee, her executors, administrators, and assigns:
ALL THAT CERTAIN tract of land, together with improvements
thereon found, situate in the Borou~h of Fr!ln~!in!()~, County of York, and
Commonwealth of Pennsylvania, being more parilCiirarly bounded and
described as follows, to wit:
)
ON THE SOUTH by property now or formerly of J. G. Spidel, on the
East by Baltimore Street, on the North by property now or formerly of Quay
Wolf, and on the West by a public alley.
HAVING a frontage on said Baltimore Street of thirty (30) feet, more
or less, and extending in depth for a distance of two hundred (200) feet to
said public alley, and being known and municipally numbered as 3 North
Baltimore Street, Franklintown, Pennsylvania 17323.
BEING THE SAME PREMISES which Martha S. Wagner,
unremarried widow, by Deed of even date, and about to be recorded
immediately prior hereto in the Land Records of the Office of the Recorder
of Deeds in and for York County, Pennsylvania, granted and conveyed unto
James L. Adams and Teresa M. Adams, husband and wife, the Mortgagors
herein.
,- ,
,
LAwOmCE
WM, D. SCHRACK, III
BOOK
PAGE
7619
1270
TOGETHER WITH the buildings and improvements erected thereon, and
appurtenances thereunto belonging and the reversions, remainders, rents, issues, and profits
thereof.
TO HAVE AND TO HOLD the same unto Mortgagee, her heirs and their assigns,
forever.
PROVIDED, HOWEVER, that if Mortgagors shaH pay to Mortgagee the aforesaid
debt or principal sum, including additional loans or advances and aH other sums payable
by Mortgagors to Mortgagee hereunder and under the terms of the Note, together with
interest thereon, and shaH keep and perfOInl each oi lhe other covenants, conditions, and
agreements hereinafter set forth, then this Mortgage and the estate thereby granted and
conveyed shaH become void.
This Mortgage is executed and delivered subject to the following covenants,
conditions, and agreements:
1. The Note secured hereby shall evidence and this Mortgage shaH cover
and be security for any future loans or advances that may be made by
Mortgagee to Mortgagors at any time or times hereafter and intended by
Mortgagors and Mortgagee to be so evidenced and secured, and such loans
and advances shall be added to the principal debt.
2. From time to time until said debt and interest are fully paid,
Mortgagors shall (a) pay and discharge when and as the same shall become
due and payable, all taxes, assessments, sewer and water rents, and all
charges and claims assessed or levied from time to time by any lawful
authority upon any part of the mortgaged premises, and which shall or might
have priority in lien or payment to the debt secured hereby; (b) pay all
ground rents reserved from the mortgaged premises, and to pay and
discharge all mechanics' liens which may be filed against said premises, and
which shall or might have priority in lien or payment to the debt secured
hereby; (c) pay and discharge any documentary, stamp, or other tax, including
interest and penalties thereon, if any, now or hereafter becoming payable on
the Note evidencing the debt secured hereby; (d) provide, renew, and keep
alive by paying the necessary premiums and charges thereon such policies of
hazard and liability insurance as Mortgagee from time to time requires upon
the buildings and improvements now or hereafter erected upon the
mortgaged premises, with loss payable clauses in favor of Mortgagors and
Mortgagee as their respective interests may appear; and (e) promptly submit
to Mortgagee evidence of the due and punctual payment of all the foregoing
charges, provided, however, that Mortgagee may, at their option, require that
, '
Bom\
PAGE
7620
,
1270
sums sufficient to discharge the foregoing charges be paid in installments to
Mortgagee.
3. Mortgagors shall maintain all buildings and improvements subject to
this Mortgage in good and substantial repair, as determined by Mortgagee.
Mortgagee shall have the right to enter upon the mortgaged premises at any
reasonable hour for the purpose of inspecting the order, condition, and repair
of the buildings and improvements thereon erected.
4. In the event the Mortgagors neglect or refuse to pay the charges
mentioned in (2) supra, or fail to maintain the buildings and improvements
as aforesaid, Mortgagee may do so, add the cost thereof to the principal debt
secured hereby, and collect the same as part of said principal debt.
5. Mortgagors covenant and agree not to create, or permit to accrue,
upon all or any part of the mortgaged premises, any debt, lien, or charge
which would be prior to, or on a parity with, the lien of this Mortgage.
6. In case default be made in the space of thirty (30) days in the payment
of any installment of principal or interest pursuant to the terms of the Note,
or in the performance by Mortgagors of any of the other obligations of the
Note or this Mortgage, the entire balance of said principal sum, additional
loans or advances, and all other sums paid by Mortgagee pursuant to the
terms of the Note or this Mortgage, together with unpaid interest thereon,
shall at the option of the Mortgagee, and without notice, become
immediately due and payable, and foreclosure proceedings may be brought
forthwith on this Mortgage and prosecuted to judgment, execution, and sale
for the collection of the same, together with costs of suit, and attorney's
commission for collection of five per cent (5%) of the total indebtedness.
The Mortgagors hereby forever waive and release all errors in said
proceedings, waive the stay of execution, the right of inquisition, and
extension of time of payment, and agree to condemnation of any property
levied upon by virtue of any such execution.
w.wOmct
WM. D. SCHRACK, III
7. If all or any part of the mortgaged property, or an interest therein is
sold or transferred by Mortgagors without Mortgagee's prior written consent,
excluding (a) the creation of a lien or encumbrance subordinate to this
Mortgage, (b) the creation of a purchase money security interest for
household appliances, or (c) a transfer of devise, descent, or by operation of
law upon death of a joint tenant, Mortgagee may, at Mortgagee's option,
declare all the sums secured by this Mortgage to be immediately due and
payable.
" .
I
.
LAwOmclt
WH. D. SclIRACK, III
BOOK
PAGE
7621
1270
The covenants, conditions, and agreements contained in this Mortgage
shall bind, and the benefits thereof shall inure to, the respective parties
hereto, and their respective heirs, successors, and assigns, and if this
Mortgage is executed by more than one person, the undertakings and liability
of each shall be joint and several. It is recognized that this Mortgage is
intended as a purchase money mortgage, and recorded as such.
IN WITNESS WHEREOF, Mortgagors have executed this Mortgage on the day and
year above first written.
z:~---
~ ~ <1b-
JA ES L. ADAMS
~LJt <-f!/.4c:hJJJ/J
TERESA M. ADAMS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~ ~
On this, the 'o<~J day of 'iL , 1996, before me, a Notary
Public, the undersig~r, personally a eared JAMES L. ADAMS and TERESA M.
ADAMS, busband and wife, known to me (or satisfactorily proven) to I?e the persons whose
names are subscribed to the within instrument, and acknowledged that they executed the
same for the purpose therein contained.
SS.
. ':.' ~~,
. . , , \ .,~ \4,11 Ii;,
..",' ,.,
o i-' ~Jiit~~ri"_ '
... C~:.:'~::'.,;.';~..~.'...... "'~" ~~
.'J., It \ -C::.\,.~ $,. '. / \ ~,..
. ,. -0" . . ~r ~" . ;' ..
, 0,' . 'l..,""Y.'r'.1; \,,,', (i)
; ... J . !".~" .<.\.;~~rt~_...l. t,,- .~.
; : .:,,"~-<<t.~1l':~'~' __.J::.
;, . (*"'. "Qi"""f{;.:-J: Co...~.
; I.", : '.~. ;~1, ~,,,__,,,~;;'Ft/t...: "...' ~ t:'.
". ,1". " '. .~ !;~f.':~~r'~_.)" 'J... .. _:: '~".f
~ . " '. ' ., 'hi~~~ ~..~.. ^ .. .',~.:..,'
.' ~ . WI' tr,;,~ ~\:. ,'\. ,~-.. -: '.>'.,.-:
.\< ':;) .;,~.~:,.~.~...,..,~ 'r ~/'.:::!,"'0V
...,....""0 '
...."...,.".:l~(t~/. HI'/
.! IlIlllll~'\I\ .
Notarial Seal
Janet S. Gore, Notary: Public
DilIsburg Boro, York County
My Commission Expires Oct. 25, 1998
Member. Pennsylvania Association of Notaries
Bom\ PAGE
1210
7622
I hereby certIfy that the precise address of the Mortgagee herein is:
1 North Baltimore Street
Post Office Box 54
Franklintown, PA 17323
t~ooQ i)~
RECORDER OF EEDS
YORK COUN Y
PENNSYLV IA
INSTRU"ENT N
1996050
RECORDED
Aug 28,
12:01:0
AFFORDABLE HOUSI
RECORDING FEES
STATE WRIT TAX
TOTAL
LAwOFFlCf:
WM. D. ScHRACK, III
1996
PM
$ll.51l
$15.00
$0.50
$27.00
WM. D. SCHRACK, III, ESQUIRE
124 West Rani.burg Street
Post Office Box 310
DiIl.burg, Pennsylvania 17019-0310
CERTIFIED AS BEING RECORDED BY THE
RECORDER OF DEEDS OF YORK COUNTY, PENNSYLVANIA:
I Certify This Document 1b Be
Recorded In York County, Pa.
...........
..... W.. RECo. '"
",)\\~........'I",.. W
.: ,~:.' ,0" &~~ ../?/'.
. .-.j. r-lJ:1- . ~p.
:""'0.: I"....~:: ", 0:' }, .'
). ,~J" . ....,.1. ," '1'
~ ;:':'~'e.R9-" !ill: ~flj1if....
.. ~", "'~-:'j,..t!t:I. '""J" CJ
~ '. '~~~>!'.l~ .0 ':'
.. A.... rc .." .
"...~~kCOU"\-\~.... &conMrofLlMdl.
-........
Vorton Financial Power Tools - Mortgaga Calculations.
. 0
Based on a mortgage of $12,500.00.
At an interest rate of 8.00%, ammortized over 10 year(s).
With payments of $151.66, made monthly.
Total cost of the mortgage: $18,199.14
0
0
Date Interest Paid Prlnel al Balance Interest to Date Total to Date
45 04100 $60.13 $91.53 $8,928.09 $3,252.77 I $6,824.68
48 05100 ! . $59.52 $92.14 I .$8;835:9L~:::' $3,312.29 $6,976.34
47 06100 I $58.91 $92.75 1 $8,743,20~.. $3,371.19 $7,128.00
48 07100 , $58.29 $93.37 I $8,S49,83un $3,429.48 $7,279.66
49 08100 I $57.67 $93.99 I .$8,5~5,lIL.. -,..,..-. $3,487.15 $7,431.32
50 09100 , $57.04 $94.62 ! $8,461,21 $3,644.19 $7,582.97
51 10100 i $56.41 $95.25 I $8,365.96 $3,600.59 $7,734.63
I $8,270.07 ~._'-.""- .'-"-,..
52 11100 I $55.77 $95.89 . ... $3,656.37 $7,886.29
53 12100 $55.13 $96.53 I $8, 1?~,.55~..... $3,711.50 $8,037.95 ....:d~"C1
54 01101 ( $64.49 $97.17 i .. $8,076,~...:...__ $3,765.99 $8,189.61
,
55 02101 I $53.84 I $97.82 I .. $?J97EI,~..._.__. $3,819.83 $8,341.27
58 03101 I $53.19 $98.47 . $?,.ll80,0~.u__ .......$3,873.03 $8,492.93
,
57 04/01 ~ $52.53 I $99.13 [ .$7,780,1l7_.._ $3,925.56 $8,644.59
58 05101 $51.87 $99.79 I .... $7,El8l,.1ll......... ..... $3,977.43 $8,796.25
59 06101 I $51.21 I $100.45 I .. $7 ,580}3....._.... $4,028,64 $8,947.91
80 07/01 I $50.64 $101.12 ! . . $7,47.9.61..... $4,079.18 $9,099.57
81 08101 I $49.86 I $101.80 I ....$7,3?rllL.... $4,129.04 $9,251.23
82 09101 $49.19 $102.47 I $7,~7.5.~ $4,178.23 $9,402.89
! ,
83 10101 $48.50 $103.16 I . . $7,172, .18..... . .. . .$4,226.73 $9,554.55
84 11101 $47.81 $103.84 I $7,068,34 .... $4,274.54 $9,706.21
! ,
85 12101 $47.12 $104.64 i $6963.80 $4,321.67 $9,857.87 ,).(J(-:'/
.!. .."..,...-.~_....." -;;z DO .l..
88 01102 $46.43 $105.23 \ $6,858.57 .$4,368.09 $10,009.53
, I
87 02102 I $45.72 $105.94 $6752.63"" ... $4,413.82 $10,161.19
w ..".1 ,,' ._.....". __~._.~~ ,...~~._.,,,
88 03102 , $45.02 $106.64 $6,645.99$4,458.83 $10,312.85
89 04102 I $44.31 $107.35 I $6,538.63 $4,503.14 $10,464.51
70 05102 $43.59 $108.07 . ..$6,430:~C:'.$4,546. 73 $10,616.16
71 06102 I $42.87 $108.79 I $6 321.78 $4,589.60 $10,767.82
"_,', .....1 ,..........,. ',""_'_'.~ ._,.,_.,.,. .. " .
72 07102 i $42.15 $109.51 $6 212.26 $4,631.75 $10,919.48
I .I.....,...."........,.~_.__.._-.-
73 08102 $41.42 $110.24 I $6,102.02 $4,673.16 $11,071.14
74 09102 , $40.68 $110.98 I .$5,~1,~...... ..$4,713.84 $11,222.80 ~.....
I
75 10102 $39.94 $111.72 $5 879.32 $4,753.78 $11,374.46
~_.".._,_, ,.,J_",."......,.....__...~_.__._., _ "'. ,
78 11102 I $39.20 $112.46 .$~,7~.86 . $4,792.98 $11,526.12
77 12102 I $38.45 $113.21 $5,653.84 $4,831.42 $11,677.78
78 01103 ! $37.69 $113.97 $5,539~6C:~:-$4,869.11 $11,829.44
79 02103 j $36.93 $114.73 ! $5,4?4,.!l5~__._. $4,906.05 $11,981.10
80 03103 , $36.17 $115.49 I $5,309,45....._ $4,942.21 $12,132.76
81 04/03 I $35.40 $116.26 $5, 1~3, 19~..... $4,977.61 $12,284.42
05103 ! $34.62 $117.04 I .... $5,076,.1 ~.,...... ... $5,012.23 $12,436.08
06103 I $33.84 $117.82 I $4!958!~L.. .__. $5,046.07 $12,587.74
07103 $33.06 $118.60 ! $4,~9,!L $5,079.13 $12,739.40
08103 I $32.26 $119.39 I $4,720,33...... $5,111.39 $12,891.06
09103 I $31.47 $120.19 ! .. $4,6()0,14...... $5,142.86 $13,042.72
10/03 I $30.67 $120.99 r $4479.15 $5,173.53 $13,194.38
_ "l ,,,.,,..,... ._......
11103 I $29.86 $121.80 $4 357.35 $5,203.39 $13,346.04
Page 2
AGREEMENT OF SALE
THIS AGREEMENT is entered into this 1 st day of October, 1999, by and between
Martha Wagner, single woman, of the Borough of Franklintown, York County,
Pennsylvania, hereinafter called the SELLER,
AND
James & Teresa Adams, husband and wife, of the Borough of Franklintown, York County,
Pennsylvania, hereinafter called PURCHASERS.
IT IS MUTUALLY AGREED AS FOLLOWS:
1.
The SELLER agrees to sell, grant and convey to the PURCHASERS and the
PURCHASERS agree to purchase and accept the conveyance of 1 North Baltimore Street,
Franklintown Borough, York County.
2.
The PURCHASERS agree to pay the sum of $67,500.00 to the SELLER payable
as follows: $1.00 on the signing of this agreement, receipt of which sum is hereby
acknowledged and the balance of the purchase price being $67,499.00 is to be paid in
monthly installments of principal and interest in the amount of $682.19, payable on the 1 st
day of each month, beginning October, 1999. Said monthly payment shall be applied first
to interest on the unpaid balance of the purchase price at the rate of 7% per annum, and
the balance to reduction of the said unpaid balance of the purchase price. Said monthly
payments shall continue for 148 months. At this time the SELLER agrees to convey in fee
simple, by special warranty deed, free and clear of all encumbrances, except easements,
visible or of record, and building and use restrictions and the PURCHASERS agree to pay
the balance of the purchase price in cash. The PURCHASERS shall have the option, at
any time before the balance is paid in full, to pay the entire balance due and receive a
deed as provided above or may additional payments on the 1 st day of any month on
account of principal and interest.
3.
The PURCHASER agree at their expense, to keep the buildings on the premises
insured against fire, with extended coverage, in a company acceptable to the SELLER, for
a sufficient sum to cover the unpaid purchase price, said insurance to be carried in the
name of the SELLER, loss payable first to the SELLER and the remainder to the
PURCHASERS, as their interest may appear.
4.
All future taxes will be paid by the PURCHASERS and PURCHASERS agree to
keep the premises in a good state of repair. Should PURCHASERS request a deed
transfer to a third party purchaser, SELLER shall be relieved of paying any transfer taxes.
5.
The PURCHASERS shall be entitled to possession of the premises immediately.
On default in payment of any monthly installments or in performance of any other
obligations under the Agreement, for over thirty days, the SELLER may declare this
Agreement to be ended, retaining all payments made to that time as liquidated damages
and in such event, the Prothonotary or any attomey of any Court of Record of York County
is hereby authorized to appear for and to confess judgment in an amicable action of
ejectment against the said PURCHASERS, their heirs, assigns, executors, administrators,
or lessees and in favor of the said SELLER, his heirs, assigns, or personal representatives
for the premises herein described and to direct the immediate issuing of a Writ of
Possession with Writ of Execution for costs, including an attomey fee of 5% of the unpaid
balance of the purchase price, without notice and without asking leave of Court, or at the
option of the SELLER, said Prothonotary or attorney is authorized to confess a judgment
against the PURCHASERS and in favor of the SELLER for the entire unpaid balance of
the purchase price, together with costs, interest, insurance payments, etc.; and with 5%
added as attorney fee.
,"", ;'~r"'.l ;'"""
6.
The interest of the PURCHASERS in this Contract shall not be assignable by sale,
assignment, lease, subleasing or otherwise. in whole or in part, without the prior written
consent of the SELLER. and if such assignment is attempted. the rights stipulated in
Clause Five shall accrue to the SELLER. Passing of title by will or by intestacy shall not
be regarded as a forbidden assignment. SELLER agrees not to unreasonably withhold a
requested consent.
7.
In the event any mortgages or judgment liens are on the premises or are places on
the premises by SELLER, and default of the same is made by SELLER the
PURCHASERS shall have the right to pay on said obligations and receive credit for
monthly payments as above. The SELLER agrees they will permit any liens or
encumbrances in excess of the unpaid balance of the purchase price to be placed on the
property, and to promptly notify PURCHASERS if any such obligations are in default.
For the performance of this Agreement the parties bind themselves, their heirs,
executors, administrators, and assigns, as witness their hands and seals, the day and year
first above written.
WITNESSED BY:
SELLER:
1;I/(~.~ucz:L~
~ (~...c.. 'U/J,f* ~ e.-->
M ha Wagner
PURCHASERS:
~ C<th-
Ja Adams
-:t#/Af-I1 ~
Teresa Adams
Vorton Financial Power Tools .. Mortgage Calculations.
o
Based on a mortgage of $62,992.22.
At an interest rate of 7.00%, ammortized over 12 year(s).
With payments of $647.80, made monthly.
Tolal cost of the mortgage: $93,283.21
o
o
/v L, ....
r/c' (/';, (.--
/ ;f/ IJ/l{Ti')/;!/;{IX sf
F((jJ /l)!(L!)/ f?7.rAJ
Y/!1 . tI) Jk;M3L
Date Interest Paid Prlnei ai Balance Interest to Date Total to Date .j 0<,/ _>
01101 $367.45 $280.35 $62,711.87... $367.45 $647.80 ,,'/7,\ .'
02101 $365.82 $281.98 $62,429:89 $733.27 $1,295.60 t '17 J-v
03101 $364.17 $283.63 t $62,146.27 .$1.097.45 $1.943.40
04101 $362.52 $285.28 I $61,860:99... $1,459.97 $2,591.20
05101 $360.88 $288.94 I . $61,574:!l'L__ $1,820.82 $3.239.00
06101 $359.18 $288.62 I $61 ,285.4~ ,... $2,180.01 $3,88S.80
'.
07101 $357.50 $290.30 I $60,995.12 $2,537.50 $4.534.60
08101 ...$355.80 $292.00 I $60,703.13$2,893.31 $5.182.40
09101 $354.10 $293.70 $60,409:4L.. .$3,247.41 $5.830.20
10101 $352.39 $295.41 I . $60,114:02. $3,599.80 $6,478.00
11/01 I $350.67 $297.13 I . $59,~16:118....... $3,950.46 $7.125.80
12101 r $348.93 $298.87 \ $59,518.01 $4,299.40 $7,773.60 ,2 ctJ I
01/02 . $347.19 $300.61 I $59,211.40..... '.$4~646.58 $8.421.40 2a> '-
02102 , $345.43 $302.37 , $58,915:04 $4,992.02 $9,069.20
03102 $343.67 $304.13 i . $58,610:9L, $5,335.69 $9.717.00
04102 $341.90 $305.90 i ... $58,305~()1.....: $5,677.59 $10,364.80
05102 $340.11 $307.69 I $5!,99!:~2_.__.._. $6,017,70 $11.012.60
06102 $338.32 $309.48 $57,687:~. $6,356.02 $11,6S0.40
07102 $336.51 $311.29 I $57,376:55... . $6,692.53 $12.308.20
08102 $334.70 $313.10 , . $57,Q63'44. ......$7.027.23 $12,956.00
; /..., (.-l
09102 I $332.87 $314.93 I $56,748.51,. . $7,360.10 $13,603.80 ..!J" .,
10102 ' $331.03 $316.77 I . $56,43(;5='.: .$7,691.13 $14,251.60 ' 1-'-
..... _,"". . 'I'll
11/02 L $329.19 $318.61 I $56,.1.1 ~:13...._...$8,020.31 $14,899.40 --''/
12102 ; $327.33 $320.47 I $55,7!il2.~..$8,347.64 $15,547.20
01103 i $325.46 $322.34 I . $5~,.:470,32_.... ...$8,673.10 $16,195.00
02103 I, $323.58 $324.22 I $55,146:09 $8,996.68 $16,842.80
03103 I $321.69 $326.11 I $54,819.98 $9,318.36 $17.490.60
04103 $319.78 $328.02 , '$s4,49(e6:~:-.'. $9,638.14 $18,138.40
05103 I $317.87 $329.93 I $54,162:0L... ...$9,956.01 $18,786.20
06103 i $315.95 $331.85 I $53,830: 18....... $10,271.96 $19,434.00
07103 5314.01 $333.79 I ...$53,496,39........... .", $10,585.97 $20,081.80
08103 , $312.06 $335.74 $53,160.65$10,898.03 $20,729.60
I ..
09103 $310.10 $337.70 .$52;~~~:~f:: :::.$11.208.13 $21.377.40
10103 $308.13 $339.67 i $52,483,29... ..' $11,516.27 $22,025.20
11103 i $306.15 $341.65 I. $52,141.64 ..... $11,822.42 $22,673.00
12103 i $304.16 $343.64 ! $51,798:(J(C~. .......$12, 126.58 $23,320.80
01104 I $302.15 i $345.65 $51,452.35 . .$12,428.74 $23.968.60
02104 I $300.14 i $347.66 .. ... $51,~ (}<I:6~=:~' $12,728.87 $24,616.40
03104 $298.11 \ $349.69 . .$5(),!5~:~."" .... $13,026.98 $25,264.20
04104 " $296.07 $351.73 I .. $50,403.27..... $13,323.06 $25,912.00
05104 I $294,02 $353.76 \ $50,049.49 . .$13,617.07 $26,559.60
06104 ! $291,96 $355.64 $49693.:65'......... $13,909.03 $27,207.60
I "'u' . . .,),..,..., _,.,,_,_'~".'_'~" _~,_.
07104 $289.88 $357.92 .J49,~~~:?L...$14, 198.91 $27,855.40
08104 : $287.79 $360.01 .' $48,975,72 $14488.70 $26,503.20
pege 1
o PNCBAN<
September 25. 2002
Jane M Alexander
AlIorney at Law
148 S Baltimore St
Oillsburg. Pa 17019-0421
Iscp
RE: Estate of Martha R Wagner (Deceased)
SSN: 199-07-4224
000: 09-17-2002
Dear Ms Alexander:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account#2100 1058960 Established 10-04-1995
MARTHA R WAGNER
NANCY J FISLER
000 balance: $13,000.00 + $39.19 accrued interest
Account#2loolO58965 Established 10-19-1995
MARTHA R WAGNER
, ,. NANCY J FISLER
000 balance:: $1$.000.00 + $45.86 accrued interest
Accoun~#31400219568 Established 02-14-2000
], " MARTHA R WAGNER
] ", NANCY J FISLER
000 balance: $16,517.74 + $4.88accrued interest
Account#31100182443 Established 03-23-2000
, i ". '] ]MARTHAR WAGNER
000'balance::,$12;928.08 + $12.32 accrued interest
Page I of2
1-' "i
. .
"
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts), We do not process any financial
transactions or provide statements, If you need assistance with any of these items, please
call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office.
Sincerely,
f/Uc:--c.<.....
-7
"".
~If~
Erica L Schlegel
PNC Decedent Reporting
Firstside Center
500 First Ave, 4" FI CIF
Pittsburgh P A 15219-3128
1-800-762-1775
Member FDIC
Page 2 of2
'''''''''''''''-~k
COMMONWFAlTII OF PfNNSYl VANIA
INIIfRIlAHCE tAX HtlURN
RESIOCNI DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
FilE NUMBER
21--02--00923
W.1(Jnpr, M!"lrthn R.
If an ...et was made joint wilhln one year 01 the deeedenl's data 0' de.lh, II must ba reported on Schadule G.
SURVlVlNGJOINT TENANT(5) NAME
ADDRESS
A Nsncy J. Fisler
22 Greenbrier Lane
Dillsburg, PA 17019
B
c
JOINTLY-OWNED PROPERTY:
IrHER DATE DESCRIPTION OF PROPERTY
mM WRJO\Nl MAIlE Include name or financial inslilulion .nI bank accounl number or sim~ar Identifying numbel', A"ach OATFor [)lAIlI
NUMBER rENANf JOINf deed forjoinlly.held realeslale VALUE or ASSf./
1 A ~/30/96 Fulton Bank CD#643-0oo1568 25036.52
2. A ~014/95 PNC BANK CD#21oo1058960 13039.19
3. A ~014/95 PNC BANK CD#21001058965 15045.86
4. A ~/141oo PNC BANK CD#316oo219568 16522.62
5. A p/6/96 00A-61oo747409 citizens Bonk 7245.78
6. A ~/21/02 DOA-6101190246 Citizens Bank (Less $3000.00) 46779.16
7. A l/5/96 'I'D 6140-702259 Citizens Bank 15037.90
8. A 15/96 'I'D 6140-202267 Citizens Bank 10103.22
9. A 0/10/97 TO 6140-71B937 Citizens ~ 10008.60
10. A 11/97 'I'D 6140-716829 Citizens Bank 5005.49
11- A rior to U.S. Savings Bonds - see list attached 26418.60
993
12. A ~/21/86 5 Series HH U.S. Savings Bonds - $1000 face value 5043.29
Interest @$8.65
TOTAL (Also enler on line 6, Recapitulation)
{II more space is needed, insert additiona! sheels 01 the same size)
HH.A\lONSHIP 10DfCF.Df:NI
Daughter
"'0 III 0,11.1\: or U(AIH
[J/-ells VAlUE or
Itll/.lllsr [JECf.f)U~I.S IUlrRESI
50% 12518.26
50% 6519.60
50% 7522.93
50% 8261. 31
50% 3622.89
100% 43779.16
50% 7518.95
50% 5051.61
50% 5004.30
50% 2502.75
50% 13209.30
50% 2521.65
$ 118032. 71
Fulton Bank
CAPITAL DIVISION · LANCASTER/CHESTER DIVISION
DROVERS BANK DIVISION . GREAT VALLEY DIVISION
(717)291-2437
October 2, 2002
Jane M. Alexander
148 S. Baltimore Street
Dillsburg, Pennsylvania 17019
Dear Ms. Alexander:
RE: Martha R. Wagner, deceased September 17,2002
?
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
CD # 643-0001568, open 8/30/1996, matures 8/30/2002, balance
$25,000.00 and accrued interest $36.52; paying 2.96%. Joint with
Nancy J. Fisler.
If you should have any further questions, please do not hesitate to contact me.
Very truly yours,
:t;H~~j~Q~
Credit Inquiry Processor
cc: Nancy J. Fisler
t;UN FI DEN-rlJ.l\L
'liS IIltorrnatklll is furmsht4 IS ~ ITIl\ttl':r Of h',
answer to your inquiry, ~nd is lor Y~'Mr ce.I,.,. Iii:;:
(, responsibility is assumed by thil'; b~n~ Of ~n\ ~i! it~
'~or.lInino herein r~tlressAd is subiett to cb.JfI'''' 'Yli hl,-
POBox 4887 . lancaster, PA 17604
www.fultonbank.com
1-800-FUlTON-4
+: CITIZENS BANK
525 William Penn Place
Suite 153-2510
PittsbuTl!h, PA 15219
September 30, 2002
JANE M. ALEXANDER
ATIORNEY AT LAW
148 S. BALTIMORE STREET
DILLSBURG, PA 17019-0421
Estate of MARTHA R. WAGNER
Date of Death: Sep 17, 2002
SSN: 199-07-4224
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as ofhislher date of death.
For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please
call 412.867.3881.
Sincerely,
Hc:diu7'- )(M<-L
Kathleen Nave
Operations Services
C CITIZENS BANK
Account
Number Account Title
Monday, September 30, 2002
6100747409
Martha R. Wagner
Nancy J. Fisler
Oate Opened: 0610611966
Accounl Type: DDA
Prlnclpa' Sa'
as of DOD
$7,245.16
Int from Last Account Sal
Posting to DOD as of DOD
$0.60 $7,245.76
YTD Inllo
DOD
$36.34
6101190246
Martha R. Wagner
Nancy J. Fisler
Date Opened: 02121/2002
Account Type: ODA
PrincIpal Sal
as of DOD
$46,741.20
'nt from Last Account Sal
Posllng 10 DOD as of DOD
$37.96 $46,779.16
YTD Int to
DOD
$642.11
614()" 702259
Martha R. Wagner
Nancy J. Fisler
Date Opened: 01105/1996
Account Type: TO
PrIncIpal Sal
as of DOD
$15,000.00
Inl from Last Account Sal
Posting to DOD as of DOD
$37.90 $15,037.90
YTD Int to
DOD
$512.06
6140-702267
Martha R. Wagner
Nancy J. Fisler
Date Opened: 01/05/1996
Account Type: TO
PrincIpal Sal
as of DOD
$10,097.93
Int from Lasl Account Sal
Posllng 10 DOD as of DOD
$5.29 $10,103.22
YTD Inllo
DOD
$263.24
6140-718937
Martha R. Wagner
Nancy J. Fisler
Date Opened: 10/10/1997
Account Type: TO
Principal Sal
as of DOD
$10,000.00
/nl from Last Accounl Sal
Posting to DOD as of DOD
$6.60 $10,006.60
6140-716629
Accounl Type: TO
Martha R. Wagner
Nancy J. Fisler
Date Opened: 08/01/1997
Principal Sal
as of DOD
$5,000.00
Int from Last Account Sal
Posting to DOD as of DOD
$5.49 $5,005.49
YTD Int to
DOD
$295.87
YTD Int to
DOD
$66.28
Sa~i~lgs Bond Calculator
Villuc As Of
[~mmjj
109/2002
Boud lulo
Series
I EE Bonds
Denomination
$11,000 - II
;!.I
Results
# Bonds
21
Total Price
$9,950.00
I.....
Serial Number
Total Interest
$16,468.60
Paglll of2
Savinc:
CALCU
Total Value
$26,418.60
Issue Date
YTDln-
$1,124
Next Final
Accrual Mftturit~
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
M45785504EE 09/1992 EE $1,000 $500.00 $403.20 $903.20 6.00%
M45785507EE 09/1992 EE 1,000 500.00 403.20 903.20 6.00%
M45785506EE 09/1992 EE 1,000 ~OO.OO 403.20 903.20 6.00%
M45785502EE 09/1992 EE 1,000 500.00 403.20 903.20 6.00%
M45785505EE 09/1992 EE 1,000 500.00 . 403.20 903.20 6.00%
M45785508EE 09/1992 EE 1,000 500.00 403.20 903.20 6.00%
M45785514EE 09/1992 EE 1,000 500.00., 403.20 903.20. 6.00%
M45785509EE 09/1992 E~ 1,000 500.0o. 403.20 903.20 6.00%
M45785510EE 09/1992 EE 1,000 500.00- 403.20 903.20 6.00%
M45785513EE 09/1992 EE 1,000 500.00' 403.20 903.20 6.00%
M45785511 EE 09/1992 EE. 1,000 500.00 403.20 903.20 6.00%
M45785512EE 09/1992 Eli. 1,000 500.00 403.20 903.20 6.00%
M45785515EE 09/1992 EE 1,000 500.00 403.20 903.20 6.00%
M45785503EE 09/1992 EE 1,000 500.00 403.20 903.20 6.00%
M45785516EE 09/1992 EE 1,000 500.00' 403.20 903.20 6.00%
M45785517EE 09/1992 EE 1,000 500.00 403.20 903.20 6.00%
M202824855E 10/1977 E 1,000 750.00 3,699.60 4,449.60 6.00%
0204530479E 06/1977 E 500 375.00 1,917.00 2,292.00 4.00%
0104834539E 06/1975 E 500 375.00 1,989.60 2,364.60 4.00%
0103482418E 10/1974 E 500 375.00 1,980.20 2,355.20 4.00%
CI013011113E 02/1973 E 100 75.00 431.00 506.00 4.00%
fYi.,w To] I Viewing Bonds 1-21
Le end
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
I,. 1/
1.1' . I...
'nr-</c<nr"""h .
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
03/2003 09/202:
10/2002 I 0/200~
12/2002 06/200~
12/2002 06/200~
10/2002 10/200'
12/2002 02/200:
"""""""'''''.
COMt.IOIIWEAltHOf PEHtlSYlVAH\A
INHERItANCE tAX RETURN
R NT NT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Wagner, Martha R.
FILE NUMBER
21-02-00923
Debt, 01 decedent mUlt be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Cocklin Ftmeral Hane, Inc. B439.40
Death certificates 21.B5
B. ADMINISTRA fiVE COSTS: None claimed
1. Personel RepresOfllalive'. CorronIsslono
Name 01 P.....,al Re...senlallve (sl .
Soda! Security Numbe~s) I EIN Number of POIlIO/1al Re......lalive(s)
S~..I Add....
City Stele Zip
Yea~s) Commission Paid:
2. Anomey fees Jane M. Alexander, Esquire 9000.00
3. Family Exemption: (If decedenrs address Is not the same as c1a1ma~I'S. attach explanaUon) None claimed
Claimant
Slreet Address
City Slale Zip
Relallonshlp 01 Clalmanllo Decedenl
4. Probate Fees Register of Wills, ~1and Co. - probate will 243.00
5. Accountanl's fees
6. Tax Return Preparer's Fees Joana Accormting Service 85.00
7. short certificates 12.00
8. Cumber land Law Journal - advertise Grant of Letters 75.00
9. The Sentinel - advertise Grant of Letters 106.79
10. Filing Inheritance Tax return, Inventory 20.00
11. Notary fees 8.00
12. Filing First and Final AccotU1t 245.00
13. Reserved for fiIng estate release 10.00
TOTAL (Also enler on line 9. Recapilulalion) $ 1sa65.04
(1I1OOIe space Is needed. Insert addIIional sheels of the same size)
COCKLI!'l~FUNERAL HOME, INC.
Acct: 133 143-4997
MEMORANDUM OF SERVICE
SERVICES OF: Martha R Wagner
(A) Services, including merchandise...............
Basic Services Of Funeral Director & Staff
Embalming
Other Preparation Of The Body
Use Of Facilities, Staff & Equipment:
Use Of Staff and Equipment:
Transfer Of Remains To Funeral Horne
Automotive Equipment:
Miscellaneous Merchandise:
Total Unit Price
Casket
Outer Burial Container
Total (A)
(B) Cash Advanced.
We have advanced the following funds for your convenience ..........
Flowers
Certified Copies of Death.Certificate
Clergy Honorarium ,.". _..."....,.,...,,,._.,
Cemetery Opening & Closing Charges
Newspaper-Death Notices & Thank You Notices
Cemetery Equipment
Total (B)
(C) Other Items ...................................
Total (C)
Total Amount
Less Amount Paid
r-,
DATE: September 11,2002
3,295.00
3,075.00
950.00
7,320.00
297.00
24.00
75.00
500.00
122.40
100.00
1,118.40
8,438.40
8,438.40
~ llj+/02
(Viol
To: Jane Alexander, Esq.
From: Scott Brenneman 717-432-5312
11/5/02 11 :04:46 Page 2 of 2
~arthaVVagner, deceased
INVOICE:
6 copies of death certificate-$t8.00
postage-$3.85
~~ :P /111/0').
total~. ~/(llo;:>..
1IIV.ISIU'.IlqU1J
.
.
SCHEDULE J
dENEFICIARIES
COMIIOHI\tAlTH OF PENNSYlVANIA
lNHERITNlCE TAX REl\IRIl
ESTATE OF
Wagner I Martha R.
FILE NUMBER
21-02-00923
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lilt Trusteojl) OF ESTATE
I. TAXABLE DISTRIBUTIONS (Include outrfghl spousal dislrlbullons)
1., Nancy J. Fisler Daughter 100\ residue
22 Greenbrier Lane, Dillsburg,PAi;'17019
, ~
,
ENTER DOlLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON.T AXABLE DISTRIBUTIONS: "
A. SPOOSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1. None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. None 1
.'
.,
'r,'
TOTAl OF PART II . ENTER TOTAL NQN.T AXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If 111018 space Is needed,lnser1 addIlional sheets ollhe same size)
"
Ia$t JIill atW (ife$tmttttU
OF
MART!I1. R. WAGNER
I, Martha R. Wagner, of the Borough of Franklintown, County
of York and Commonwealth of Pennsylvania, being of sound mind.
memory and understandinq, do hereby publish and declare this to
be my Last will And T..tament, hereby revoking and declaring null
and void any and all Willa and Codicils heretofore written by me.
ITEM I. 1 direct that all my just debts and funeral
expenses be paid as soon after my demise as may be convenient to
the proper administration of my eatate.
ITEM II. I order and direct my hereinafter named Executrix
to convert my entire eatate into cash at either pUblic or private
sale, whenever in her discretion it may be most expedient for the
proper administration of my estate. In the event of sucn
conversion, I authorize my said Executrix to execute a good and
sufficient Warranty Deed to tbe purchaser of any real estate of
which I may die seized, in the 8ame manner and capacity as I
could if living.
ITEM III. I direct that all inheritance and estate taxes be
paid on the proceeds of the above conversion and on all the rest
residue and remainder of my estate fram the residue of my estate
prior to further distribution.
ITEM IV.
I give, devise and bequeath my entire estate
remaining including the proceeds from the above-mentioned
conversion to my daughter, Nancy J. Fisler, if she be living at
the time or my death.
ITEM V. If my daughter, Nancy J. Fisler should predecease
me, I then give, devise and bequeath my entire estate remaining
including the proceeds from the above-mentioned conversion to her
children in equal shares, per stirpes and not per capita.
ITEM VI. I nominate, constitute and appoint my daugt.ter,
Nancy J. Fisler, Executrix of this my Last will and Te8tan~nt.
should my daughter predecealle me or be unable or unwllllr.,rI to
serve, I then nominate, constitute and appoint A. Eugene Fisler,
Jr. Executor in her place and stea4. I direct that my
Executrix/Executor shall not be required to post bond other than
her/his personal assurance for her/his duties as
Executrix/Executor.
IN WITNESS WHEREOF, t. Martha R. wagner, have hereunto
to this my Last Will and Testament, this ~
, 1989.
~_J-..tL. -7p '?#;; ~=4-
- t7
Martha R. Waqner
SIGNED, PUBLISHED and DECLARED by the above-named Martha R.
Wagner, as and for her Last Will and Testament in the presence of
us, who at her request and in her presence and in the presence of
ach other, have siqned our name. as attesting witnesses hereto.
'.
re.iding at ~~~'- ~~~
(J J2 .
re.iding at C /It,klf ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ALEXANDER JANE M ESQUIRE
148 S BALTIMORE STREET
DILLSBURG, PA 17019
.__nn_ fold
ESTATE INFORMATION: SSN: 199-07-4224
FILE NUMBER: 2102-0923
DECEDENT NAME: WAGNER MARTHA R
DATE OF PAYMENT: 05/01/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/17/2002
NO. CD 002513
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,868.77
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,868.77
REMARKS: JANE M ALEXANDER ESQUIRE
CHECK# 105
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
/'?-9'~-6
"- BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT ..- 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
:)1 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
All :5Q:OUNTY
ACN
Recor08C,
Rn:r"c:;~-:
'-.0',""-._-'.
'03 JUN-6
JANE M ALEXANDER
148 S BALTIMORE ST
POBOX 421 C'2ri
DILLSBURG PA 17o:C9.unbc;
06-03-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
101
*'
REV-15UU AFP (Dl..,>
MARTHA
R
Allount R..ltted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
4,015.76
.00
.00
77.744.75
118,032.71
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifi,,=is4j-Ex-"FP-filFii3Y-Nli'fIcE--oF-iNHERIi'''NcrTA"n'PPRAISEMENT~--"Lrojj"ifcE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WAGNER MARTHA R FILE NO. 21 02-0923 ACN 101 DATE 06-03-2003
TAX RETURN WAS: 1 X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable [Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule Gl
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
18,265.04
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax pay.ent.
199,793.22
lR.?6~ 04
181,528.18
.00
181,528.18
NOTE: I~ an assess.ent was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 et Spousal rat. (15)
16. A~unt of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17l
18. Amount of Line 14 taxable at Collat.ral/Class B rate (18)
19. Principal Tax Due
.00 X DO = .00
181,528.18 X 045 = 8,168.77
.00 X 12 = .00
.00 X 15 = .00
(19)= 8,168.77
.00
Ill)
112)
(13)
114)
rAY CREDITS:
.+, AMDUNT PAID
DATE NUHBER INTEREST/PEN PAID 1-)
12-13-2002 CDOo1948 315.00 5,985.00
05-01-2003 CD002513 .00 1,868.77
TOTAL TAX CREDIT 8,168.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
/1-906
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
, DEPT .j,!8060l
"" HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG PA ~t~l~~1322
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
Reco~d:~d .Qffics of DATE
ReC"", ESTATE OF
DATE OF DEATH
FILE NUMBER
003 ,JUN -6 :~11 :51 COUNTY
SSNI'DC
ACN
REV-IU'EkAFPUI_IS)
05-30-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100351
MARTHA R
hount Re..itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (01-03)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 05-30-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
ADJUSTMENT BASED ON:
S.S/D.C. NO. 199-07-4224
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
03100351
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO 0 6101190246
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 02-21-2002
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
1. 000
.00
.00
.00
.15
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REqUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
Recorded aliA TE
R"nir-'c, ,"c,i'S ESTATE OF
Vd'~' C DATE OF DEATH
FILE NUMBER
COUNTY
.03 JUN -6 m 1 :'i'N/DC
ACN
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. '280601
HARRISBURG, PA 17128-0601
IEV-UMEXAFP (01-85)
PA 17019t~l:~2.2
Ct'tr
05-30-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100352
Amount RBllitted
MARTHA R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (01-03)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 05-30-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
ADJUSTMENT BASED ON:
S.S/D.C. NO. 199-07-4224
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
03100352
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO. 6100747409
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING ( ) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 06-06-1966
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT. SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ~D601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG PA 17019!.;'~212.
~LmL
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
RecoraedF:€, 'lJATE
Re9I;j[ISESTATE OF
DATE OF DEATH
FILE NUMBER
.03 JUN -6 All ~NTY
fS'N/DC
ACN
REW-IU'EXAFPUI-OJ)
05-30-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100353
Amount Re.ltt.d
MARTHA R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (01-03)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 05-30-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
ADJUSTMENT BASED ON:
S.S/D.C. NO. 199-07-4224
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
03100353
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO. 6140718937
TYPE OF ACCOUNT: () SAVINGS () CHECKING ( ) TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 10-10-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
Recordedo;':~'OJl~TE
Rec'I;" ,>> "'J.lilTATE OF
,,' '. "liATE OF DEATH
FILE NUMBER
"03 JUN -6 m3~~~
ACN
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. za060l
HARRISBURG~ PA 17128-0601
IEV-IU4EXAFPUI_UI
PA 17019-1011:.
C\i1T:iX:>'
05-30-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100354
A.OUlt R...i tted
MARTHA R
,---,-.',
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (01-03)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 05-30-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
ADJUSTMENT BASED ON:
S.S/D.C. NO. 199-07-4224
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
03100354
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO" 6140716829
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 08-01-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE nn
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
NANCY J FISLER
22 GREENBRIAR LN
DILLSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
Recordecl () -,c: DATE
Regi'':! " ,'i1i~STATE OF
. 'DATE OF DEATH
FILE NUMBER
'03 JUN -6 All~~~~
ACN
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. '280601
HARRISBURG, PA 17128-0601
UV-IUlIi EX'FP UI-05)
PA 17019-111eB-.
Cl1Inbdi',:
05-30-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100355
Anount R..l tt.d
MARTHA R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (01-03)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 05-30-2003
ESTATE OF WAGNER
MARTHA
R DATE OF DEATH 09-17-2002
COUNTY
CUMBERLAND
FILE NO. 21 02-0923
ADJUSTMENT BASED ON:
S.S/D.C. NO. 199-07-4224
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
03100355
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO. 6140702267
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 01-05-1996
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT. SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
. IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
Racordec' ,;" DATE
Reoi,,\" ';iIiESTATE OF
v "ilATE OF DEATH
FILE NUMBER
"03 JUN -6 All ~~~~~
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TA~ DIVISION
PEPT. '280601
HARRISBURG~ PA 17128-0601
NANCY J FISLER
22 GREENBRIAR LN
DIlLSBURG
PA 17019-m-~b~'itln:i
'*
REY-IU4EX.FP 100-D5>
05-30-2003
WAGNER
09-17-2002
21 02-0923
CUMBERLAND
199-07-4224
03100356
A.aunt R...i tted
MARTHA R
fA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .- RETAIN LOWER PORTION FOR YOUR RECORDS ....
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (01-03)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 05-30-2003
ESTATE DF WAGNER
MARTHA
CUMBERLAND
R DATE OF DEATH 09-17-2002
COUNTY
ACN
03100356
FILE ND. 21 02-0923
ADJUSTMENT BASED ON:
S.S/D.C. NO. 199-07-4224
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: CITIZENS BANK OF PA
ACCOUNT NO. 6140702259
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 01-05-1996
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT. SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS. AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470EX(ll-lIB)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES ,
Recer",., . ' " ct
Hp,.,.t ". . :"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 11128-0601
DECEDENTS NAME
FILE NUMBER
MARTHA R WAGNER
REVIEWED BY
Phyllis Hoch
"03 JUN -6 All :51
ACN
2102-0923
03100351,52,53,54,55,5
6
ITEM
SCHEDULE NO.
C"" , " ,':
r.:~~h{EX!,~AnO't,gF CHANGES
ADJUSTED ABOVE ACN'S TO ZERO. REPORTED ON PROBATE RETURN.
ROW
PaQe 1
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF MARTHA R. WAGNER
LATE OF UPPER ALLEN TOWNSHIP
FIRST AND FINAL ACCOUNT OF
NANCY J. FISLER
EXECUTRIX
Date of Death: September 17,2002
Social Security No. 199-07-4224
Letters Granted: October 14, 2002
Date of Advertising Grant of Letters:
File No. 21-02-0923
Cumberland Law Journal:
1111,11/8, and 11115/2002
The Sentinel:
10/24, 10/31, and 11/7/2002
Account stated to: July 22, 2003
SUMMARY AND INDEX
PRINCIPAL
Receipts
Disbursements
Balance before distribution
Distribution to beneficiaries
Total available after distribution
$199,793.22
$26,051.81
$173,741.41
$110,175.32
$63,556.09
INCOME
Receipts
Disbursements
Balance before distribution
Distribution to beneficiaries
Income balance remaining
Combined balance remaining
$16.08
$85.00
-$68.92
$0.00
-$68.92
$63,497.17
PRINCIPAL RECEIPTS
The Accountant charges themselves with the following:
Personal property as set forth in the Inventory
filed in the Register of Wills Office of Cumberland County,
Pennsylvania on May I, 2003 confirmed by
Pennsylvania Department of Revenue June 3, 2003
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
And ask credit for the following disbursements:
Cocklin Funeral Horne Inc. - funeral expense
Cocklin Funeral Horne Inc. - Reimbursement on Short Certificates
Register of Wills - probate fee
Cumberland Law Journal - advertising Grant of Letters
The Sentinel - advertising Grant of Letters
Halvard E. Alexander - notary fees
Register of Wills - filing Inventory and Inheritance tax
Jane M. Alexander - Attorney fee
Register of Wills, Agent - Inheritance tax
Clerk of Orphans' Court - reserved for filing First and Final Account
Register of Wills - reserved for filing Release
TOTAL DISBURSEMENTS
TOTAL PRINCIPAL A V AILABLE
$199,793.22
$199,793.22
$8,438.40
$33.85
$243.00
$75.00
$106.79
$18.00
$28.00
$9,000.00
$7,853.77
$245.00
$10.00
$26,051.81
$173,741.41
INCOME RECEIPTS
PNC Bank, N.A. - checking account no. 31100182443
- interest received after date of death
TOTAL INCOME RECEIPTS
INCOME DISBURSEMENTS
loans Accounting Service - 2002 tax preparation fee
TOTAL INCOME DISBURSEMENTS
TOTAL INCOME AVAILABLE FOR DISTRIBUTION
RECAPITULATION
Total Principal Receipts
Total Principal Disbursements
Total Principal Available for Distribution
Total Income Receipts
Total Income Disbursements
Total Income Available for Distribution
COMBINED BALANCE A V AILABLE FOR DISTRIBUTION
DISTRIBUTION PRIOR TO FINAL ACCOUNTING
9/17/2002 to Nancy J. Fisler
Jointly Owned Property as set forth on Schedule F ofInheritance
Tax Return (Less $11,873.15 was transferred to estate account to pay
various bills, costs and fees)
US Savings Bonds listed on Schedule B ofInheritance Tax
Return which were POD to Nancy J. Fisler
$16.08
$16.08
$85.00
$85.00
-$68.92
$199,793.22
$26,051.81
$173,741.41
$16.08
$85.00
-$68.92
$173,672.49
$106,159.56
$4,015.76
TOTAL DISTRIBUTION TO DATE OF ACCOUNTING
BALANCE AVAILABLE FOR DISTRIBUTION
Held as follows:
Citizen's Bank checking account no. 6200244581
Mortgage - James L. Adams and Teresa M. Adams
to Martha R. Wagner dated 8/22/I 996
Agreement of Sales for property located at I North Baltimore
Street, Franklintown, P A subject to an Agreement of Sale
dated on 10/1/1999 which the balance due is
PROPOSED DISTRIBUTION
Nancy J. Fisler - 100% residue
Mortgage - James L. Adams and Teresa M. Adams
to Martha R. Wagner dated 8/22/1996
Property located at I North Baltimore Street,
Franklintown, PA subject to an Agreement of Sale
dated 10/111999 on which the balance due is
Cash
Total Proposed Distribution
$110,175.32
$63,497.17
$574.67
$6,010.74
$56,911.76
$6,010.74
$56,911.76
$574.67
$63,497.17
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
I, Nancy J. Fisler, accountant in the foregoing Account, being duly sworn according to
law, depose and say that the above Account is just and true, both as to items of charge and
discharge, and that the grant of letters and the first complete advertisement thereof occurred more
than six months prior to the filing of this Account.
q~ Q~
Nancy J. ~, ~ecutrix
Sworn to and subscribed
before me this .;14 ~ day
of (] ,2003.
L
Nocarial Seal
HalvanI E. AI_. NotarY Public
DiUs~ BO<<>. York COUDty
My CamlDisSIDII ExpitDs Apr. 23. 2005
Member. PennsyNarnaASSQCtaliOnofNotanes
STATEMENT OF SERVICE OF NOTICE
AS REOUIRED UNDER RULE 63.1
I, Jane M. Alexander, Attorney for the Martha R. Wagner Estate, late of the Township of
Upper Allen Township, County of Cumberland and Commonwealth of Pennsylvania hereby
certify that I have given notice of the filing ofthe First and Final Account accompanied by a
Petition for Adjudication for Audit on with the office ofthe Clerk of
Orphans' Court Division of the Court of Common Pleas of Cumberland County.
There are no creditors to be notified.
Notice has been sent to the persons and charity who claim an interest in the estate as a
beneficiary:
Nancy J. Fisler
22 Greenbrier Lane
Dillsburg, P A 17019
PROOF OF PUBLICATION
State of Pennsylvania,
County of Cumberland.
Lori Saylor. Classified Advertising Manager of THE SENTINEL-.
of the County and State aforesaid. being duly sworn, deposes and says that THE SENTINEL, a newspaper of
general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th.
1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice
or publication attached hereto is exactly the same as was printed and published in the regular editions and
issues of THE SENTINEL on the following dates. viz
Copy of Notice of Publication
.EXlCUTOR'SHQ'JICE .
IfSlilltilltIWmlAk.. ,
~. WAlf!EIl,'lat. otUllPO'
...._~~.lp., ,
."'"""1, . t,..'. .J,'
:C~. .'.'
to' ComrriOnWe-"h of ._f
. P8nnoyIvania, deCeased.
IjT..-""tartOll
1,~:","'~'u. ,.'_.<'~';::',~
..... .
t,.,;;r..
, requested to make
. _ pIlymont.
· and_1tI!!"nlI claim,.
: or dem.nds'Aoalnst.tM:
.'----
II, wtthoutdeJayfor
.. setttement to the
: und<Irslgflad, 0" .
: ;.','...IjcyJ,l'i8II!r
., "",'-',J;:E~
. ~13~lan.
t ~PA17019
tianeM.~nd.r.
i"f",*,,1O
~1Iome)' for thO Estate
1ll'.0.lloiI421
~. PA 1101900421 .
October 24,31, and November 7.2002
Affiant further deposes that he is not interested in
the subject matter of the aforesaid notice or
advertisement, and that all allegations in the
foregoing statement as to time, place and character
of publication are true.
~. vt:yffi/1
November 13. 2002
Sworn to and subscribed before me this 13th
day of November, 2002.
~ 0 ~(/kM7
Notary Public
My commission expires:
~""'''.C'--.. \. ,
.'()\~
1'" "J: -, ' ..-, ,~,
vo___--.
"", '
_ 't)-o >--
~...", '.
($~.'Q ~
--,,~"
.-
00- ,
~~):~
:so.
.0.....
-:, Q. z.
-
_..c:: .......
__c~
,,-0
~-
("<)" -; )
, c:~_
a. -
ClI'__
>,,- ,,...
......-0..;
_0 _
:s"-
_uo -c:
_ 0" ~
.~ ~c''; <3
co-
{'J ;'j
l~"""'"
~ ;~ . I
. ~
.. .~.o M I
N
i~! ~
ct. {'J ~ ~ ~
0
I
.-< ~ I~i
:~I N
@ ~
.OJ
C:l. <I'
~
H
..
..;
i
{'J
~
~
..
;1
'f
I hereby eartHy that written notice 01 u", min'J ..
Stalementot Prop<>sed llIsl!ibullOn. and of 1M ,In;
time and place when, the 88Il1II wi! be PfOOet;le!j to
the Court for .,Q lIA...eIIoo and of the I6s\ d3\1lo :lie
wrillen objeclIons 110 8lIII ':" . llld of flropo"'-'<l
Diolrlbullon. has bei;lllg!ven 10 <Nefy unpeid tl.oim,
and to fNety olller)lilnlia Ilnown to the accc-untanf
have or cIalm anil1llll1l8tJo:1be estate "" cradilor;
benaflciBljl. heir cr~l!In.
A 00(/1 01 said Stal..",..;'lCWilSiRcluded 'fIil,~ the ",,'.
c c
'0 d>.C:L
Cf) 3 .~. .5ri~,;'c c3
.s o~ca.fGm
'" U '" ~.. e.o
~ ~~'c;,~~1
~ i~ji~~
~ f~~~!""
I i~l~ ~1c 1
- =~~ ~ <II.
.2 "ift1 :2.<<1 . 'to .6
~ '"'''51<lg>1>'''
; .E.go'2~~O
'" m:;l -;; '8. - -;: ~
" ~t' x c 0 .- l:,
~ ~~~.~3-;dj5;
_.~o"~~i2'
.~ ~ .o\_~ .<;>. ~ $~
J ~~.-<j
.' '\0. s~ c;
'Ii E ...
~li~l
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
PETITION FOR ADJUDICATION - TESTATE ESTATE
ESTATE OF MARTHA R. WAGNER
Deceased
Late of Upper Allen Township
File No. 21-02-0923
The First and Final Account of Nancy J. Fisler. Executrix, d. b. n. c. 1. a. - was filed in the
I Office of the Register of Wills of Cumberland County on July 25.2003, and advertised for
audit on August 18. 2003.
Respectfully Represents:
That the said Martha R. Wagner died on September 17.2002. testate, residing at Messiah
Village. 100 M1. Allen Drive. F. O. Box 2015. Mechanicsburg. FA 17055.
That the will dated the 24th day of July. 1989 was duly admitted to probate in the Office of the
Register of Wills of Cumberland County on October 14. 2002, and a copy of the same is
hereto attached. File number 21-02-0923.
That letters Testamentary were issued on October 14.2002, to Nancy J. Fisler.
That an inventory and appraisement was filed on May I. 2003. a copy of which is hereto
attached.
That there was no election filed to take against the will, spouse was deceased.
That the testator did not marry after the execution of the will and no children were born to the
testator or lawfully adopted by her thereafter.
That notice of the granting of letters was advertised in the Cumberland Law Journal on
November I. 2002. November 8. 2002 and November 15.2002 and THE SENTINEL on
October 24.2002. October 31. 2002 and November 7.2002 according to law.
That the estate is subject to transfer inheritance tax, and an appraisement for that purpose was
filed on May I. 2003, and the following amounts have been paid on account of the tax:
$5.985.00 with 5% discount of$315.00 on December 13.2002 and $1.868.77 on May 1.
2003. being on account of $8.168.77
That the present status of the Family Exemption is as follows: None claimed.
That notice of filing the account has been given as required by Rule 6.3 and Rule 5.5 of Sup.
Ct. O.C. Rules and that a copy ofthe account has been filed as required by Rules 6.7 and 6.8
of said Rules; that notice has been given as required by Section 3330 of the Probate, Estates
and Fiduciaries Code; and that a certificate has been attached to the account in compliance
with Cumberland O.C. Rule 63.1.
That the following is a full and true statement of all the parties, their relationship and
proportionate interest( s) under the will.
SCHEDULE "A"
Name
Relationship
Interest Of Age or Not
Name of Guardian
Nancy J. Fisler Daughter
100%
Yes
SCHEDULE "B"
A true statement of debts due by distributes:
Name
Relationship
Amount Remarks
None
Your Petitioner, therefore, respectfully prays that distribution of the balance shown by the
aforesa'd account may be made to the party above-mentioned according to her interest.
~7!~~~. ~~
Nancy J. F e etltJOner
la$l Eill aub Qj:r$tamtttl:
OF
MARTHA R. WAGNER
I, Martha R. Wagner, of the Borough of Franklintown, county
of York and Commonwealth of pennsylvania, being of sound mind,
memory and understanding, do hereby publish and declare this to
be my Last will and Testament, hereby revoking and declaring null
and void any and all wills and Codicils heretofore written by me.
ITEM I. I direct that all my just debts and funeral
expenses be paid as soon after my demise as may be convenient to
the proper administration of my estate.
ITEM II. I order and direct my hereinafter named Executrix
to convert my entire estate into cash at either public or private
sale, whenever in her discretion it may be most expedient for the
proper administration of my estate. In the event of such
conversion; I authorize my said Executrix to execute a good and
sufficient Warranty Deed to the purchaser of any real estate of
which I may die seized, in the same manner and capacity as I
could if living.
ITEM III. I direct that all inheritance and estate taxes be
"
paid on the proceeds of the above conversion and on all the rest
residue and remainder of my estate from the residue of my estate
prior to further distribution.
ITEM IV.
I give, devise and bequeath my entire estate
remaining including the proceeds fram the above-mentioned
conversion to my daughter, Nancy J. Fisler, if she be living at
the time or my death.
ITEM v. If my daughter, Nancy J. Fisler should predecease
me, I then give, devise and bequeath my entire estate remaining
including the proceeds from the aboVe-mentioned conversion to her
children in equal shares, per stirpes and not per capita.
ITBM VI. I nominate, constitute and appoint my daughter,
Nancy J. Fisler, EXecutrix of this my Last will and Testament.
Should my daughter predecease me or be unable or unwilling to
serve, I then nominate, constitute and appoint A. Eugene Fisler,
Jr. Executor in her place and stead. I direct that my
Executrix/Executor shall not be required to post bond other than
her/his personal assurance for her/his duties as
Executrix/Executor.
IN WITNESS WHEREOF, I, Martha R. Wagner, have hereunto
to this my Last Will and Testament, this ~
, 1989.
~::'A~
;:;p ?~--- "?-'
<9'
Martha R. Wagner
SIGNED, PUBLISHED and DECLARED by the above-named Martha R.
Wagner, as and for her Last Will and Testament in the presence of
us, who at her request and in her presence and in the presence of
ach other, have signed our names as attesting witnesses hereto.
residing at IJ?~
(/12.
residing at {; /,t,A.,if n
ESTATE OF
MARTHA R. WAGNER
,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PA
ORPHANS' COURT DIVISION
NO. 21-02-0923
AND NOW, to wit:
, 2003, the record of this case
shows that the First and Final Ac unt of Nancy J. Fisler, Executrix of the Estate of Martha R.
Wagner, deceased, annexed thereto, has been advertised in accordance with law. Notice has
I been given and no exceptions have been filed.
The accounts are hereby confirmed Nisi, and in the absence of exceptions duly filed
I
I within ten (10) days herefrom, such confirmation shall be and become absolute, as of course.
I
I
I
i
I
II
,2003
Certified from the Record as Absolute
, ,
'",,,
",
li . _j,.
6Z
to.
Clerk of Orphans' Court
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF MARTHA R. WAGNER
Late of Upper Allen Township
File No. 21-02-0923
RELEASE
KNOW ALL MEN BY THESE PRESENTS, that Nancy J. Fisler, being the beneficiaries of Martha
R. Wagner Estate, acknowledge that I have had and received of and from Nancy J. Fisler, Executrix of the
Estate of the said Martha R. Wagner, deceased, funds due from th'e said estate as set forth in the First and Final
Account.
WHEREFORE, I do, by these presents, remise, release, quit-claim and forever discharge the said
Nancy J. Fisler, her assigns, heirs, Executors, of the duties of the trust imposed and from all actions, suits,
payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof. ~
IN ~S WHEREOF, we have hereunto set our hands and seals this /.6~day of
'/1~ ,2003.
W TNESS:
/ll A 11-",11 ~. ;g~A
Nancy J. Fisle
(Seal)
OMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF YORK . :
V f) -..d!..r-1...
On this, the --&-:.- day ot..~~ ,2003, before me, the undersigned officer, a
Notary Public, personally appeared Nancy J. Fisler sworn to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument and acknowledged that she executed the same for the purpose
therein contained.
rn W<T"" W"""O'., ..~ ~re""m.' rn'j2u.r ~
I'otary Public
My CommIssion Expires:
Notarial Seal .
Hatvard E. Alex.anderj NotarY Public
DiUsburg Boro. ,York County
My Commission Expnes Apr. 23. 2005
Member,pennsylvaniaAssOCiatiOl1ot~
0~K
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Martha R. Wagner
Date of Death: September 17, 2002
Will No.
21-02-0923
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.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? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be ttached to this report.
Date:
1/ //.:2 / 0'3
/ /-
E:squire :'
or print)
148 S. Baltimore street
Address Dillsburg, PA 17019
'::'.J
( 717 ) 4~?-4Fi14
Tel. No.
Capacity:
Personal Representative
~ ., .
x
Counsel for personal
representative
(MAH:rmf/AM3)