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Home My WebLink About02-0925 PETITION FOR PROBATE & GRANT OF LETTERS Social Security No. . deceased. No. 21-02- q~"S To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Estate of DAVID L. SWARTZ also known as 188-32-4936 The Petition of the undersigned respectfully represents that: Your Petitioners. who is 18 years of age or older and the Executrix named in the Last Will of the above decedent dated February 14 .1980. and codicils dated none , 19~ The Executrix named Jovce B. Swartz died February 10. 1999 . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County. Pennsylvania, with his last family or principal residence at 530 Mooreland Avenue. Carlisle Borouoh Decedent, then ~ years of age, died Home. Carlisle. PA September 21 , 2002, at the Thornwald 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: Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in PA (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania, situated as follows: 530 Mooreland Avenue. Carlisle BorouGh. Cumberland Countv $295.000.00 $ $ $164.000.00 WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codici/(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): 4,,,,. d., A -i ~/FA1./,rne- Sandra S. T omassone 16 Thornhill Court Carlisle, PA 17013 717-243-7865 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of the above decedent, pe\itioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscri!Jed before me this -..! 1 t~ day of October , 2002. J~?u...- xl) ..:i-nh<./J~ Sandra S. Tomassone ~~~~ ::~ ~ ~.\,..+.~ 1+ -0;..J-i?' No. 21-02-~~ Estate of DAVID L. SWARTZ , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, October 14 , 20.0.2, in consideration of the Petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 14, 1980. described therein be admitted to probate and filed of record as the Last Will of David L. Swartz ; and Letters Testamentary are hereby granted to Sandra S. Tomassone FEES Probate, Letters, Etc. . . . . . . . $ 340..0.0. Short Certificates(-5- ). . . . $15.0.0. Renunciation(s) ... . . . . . . . . $ JCP .. . . . . . . . . . . . . . . . . . . $ 5.0.0. Other Wili Paqes (-2-) .... $ 6.0.0. TOTAL: .... $ 366.0.0. Filed. . . .1.0.-:- ! 4. -:?O 0. 2. . . . . . . . . . . . called atty lm-14-20.0.2 60. West Pomfret 51.. Carlisle. PA 170.13 ADDRESS 717-249-2353 PHONE HlO').80') REV ~/86 This is to certify that the information here given is correctly copied fran: an original certificate of deathdu~~ filed with me as Local Registrar. The original cerrificare will be forwarded ro rhe Srare Vifal Records Office for permanenr filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~~.~~&~ " Local Registrar ' Fee for this certificate, $2.00 p 8608303 SEP 2 4 ?nn~ Date Hl05..1~R.o.2II1 COMMONWEALTH OF PENNSVLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH '" '" UNOEA 1 ow -t- '" J.Male SWlfU_" SOCLllSECUIIlTVtfUYllEA , 188 - 32 - 4936 DEHl.. KINOOf' ......=r-=-"::'.::~ " su rintendent 1t Public SChool ~SIlAlUNGAODAESS\th"!.OrwA>-n.s...ZUCodll DECEDENT"S . ~30 Moore1and Ave. ~ carlisle, Pa 17013 .:::::- "...DECEDENTEVEA.. U.&AAt,EOFCACES1 _D NO[X DECEOENT'SEOUCRION fIINIIlAlswua._ --- "-' -- t'"4or~.15+ ,4. Widowed 17c.0 -.__ DRECWOE.llfH,........O"'......I: . Sept. 21, 20\l2 '" << _CWOECEOENT(f'...._l.. 1. David L. Swartz NJE.(l"~ UNOEft1YEN1 - ",. PLACEOI'oe.crHIC_OJ"l'_ ___.,.,.__ 94 ,"",-0 ~O ~"o """"''''''''''' -.~ d.\ Culrberland carlisle Thornwald Home " 17..... PA .. I'ilntEft"SNAAII:(F"",~,L.aIIl 1 Ira L.. swartz ..oFIMMT'SIll.WE(f~ sandra S. Tomassone ,,,. ~ - h.. ~1fl'lhprl""nn --.;p? luf):""-=:'::", MOTHER'S_I~"'_._Sl.oI~ 1.. Grace Barton INFClAM.\NrSMAIUNG~lSnIt.~SlIlI.ZUc-. 16 Thornhill court, carlisle. PA 17013 1'UCE0000ISP0S1TI0N-_IIllc.--,.CNmM<Iry LOC.lIinON.~s...ZJp,c.:.o. ~-- carlisle 2002 \ : ~es.+/v Vtec.. OUElD ...sACONSlEOUIENCEOF\': 1:)...... r Ar l'r OUElO(OAM"'CONSE NCEOF\': ~ .- '-- :--- . 1.2 .~ .. ~ .. D.N<<r1: e:_IN_..........~__"'-__Do__IN_IIll~_"_ .....,......_or_...... l"onrr_____ , .4tr.~,( +:br,"I(Q DUE 1O(OA ASA CONSEQUENCE Of): ...,..., ,...... t.MNNEJlOf-OERH ....... """" .. ~ """""'...... - - 0 ~ - 0 -- 0 .0 '*'W~ 0 CouIcl""'................. 0 OREOFIMJUAY (MaNI.o.y.~ TIWEOI'IU.JAY INJUR'f'RWOAl(1' OE8CAllIf:HOWINAlATOCCUAfIlEt). .. 0 NOD .. - C2ltTW'lUllO'>d",.;y""'" .CDT1l"rIMCI......SlClAH~~_d-"__~...._~__camplel8<l.....231 .__.t""..--...,.,.......__._-..,_..........._......... ................. ~ PI.JlCEOFIH.IUAY--"_........_'-1l,1IlllIc-. -......l~ _. -..ocALDAMlMUtlCOftOMIJl On..~...__anclIOfItw..llpllo".lnmyopl"loft.deMh_.........at1l1etIrM.dat..ar>dpl_.anddlMlolhec_t.l.ncl _......... ............ ................. ......................... - REGlSTRAR"S SlGHAT\IfIlE AM) NU ~.~~ 1.;1.11,:),11/,\1 , ~. ~-~. .~ 01. D-ott~%'"1-'- 101. .2T(C>2..: _AHDADDN!SSOl'h-"'"'1'AiDCAUSEOf'DVI:Ilt -"""'~'". (-j,{ . ,~ 0.. i non Klr . o ~ ~ I.V~ ^ .f4u.-.. I1j.( :d. c,....,,, ~ , I OREFIl.ED~_o.,._l I ~ . ~ o. ~ lI'"'C""'OANOCIIIT.".ING""'SlClAH~~;>t"""""""'l__~1O_0I_1 ..__....,.~._Ih__...__._..""pa.c..__.._*-C.I_m."_.._... 11ict6t J!Iill ctttb Wt6tctttttttt ;(1 ~OR-q.a5' I, DAVID L. SWARTZ, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I direct my executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executrix to sell any realty owned by me at my death and not specifically devised or bequeathed herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I devise and bequeath all of my estate of every nature and wherever situate to my wife, Joyce B. Swartz, providing she shall survive me by sixty days. 4. Should the gift in Paragraph No. 3 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint Joyce B. Swartz to be the executrix of this my last will and testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Sandra S. Tomassoney ,<lXi. -1- as substitute executrix, also to serve as such without bond, with the same powers as are given herein to my executrix. 6. I hereby suggest that my personal representative retain the services of Irwin, Irwin & Irwin, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;r'day of February, 1980. ,kt."''a{~~~E''') DAV D L. WA TZ , I Signed, sealed, published and declared by David L. Swartz, the above named testator, as and for his last will and testament, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. .h iLl (\ m ('-''1 :i\~'..\ (l(\ -2- . ._-, .-=. ',;;,r~ . ~-~~ - ACKNOWLEDGEMENT AND AFFIDAVIT We, DAVID L. SWARTZ , BETZI A. MORRISON , and J. MARIE JONES , the testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator ,signed the Will as a witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ,/1::;.t~~-'-"^~/ DAViD L. ARTZ . <. h'f'tu Q \ \\ c-'IJ\4"Jt.Tl ) BETZI A. MORRISON COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: Subscribed, sworn to and acknowledged before me by DAVID L. SWARTZ , the testat or , and subscribed and sworn to before me by BETZI A. MORRISON , an~ J. MARIE JONES , witnesses, this 1'( day 0 f February, 19 80 . 6.~ '.--.," '",'l'f' CAR~I~L'E EOi'10':L1, CT',BE2~)\iE) COUNTY MY CQMMISS;C;i (Ii':;:: :.~: 3,lQ8f: v.- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: DAVID L. SWARTZ Date of Death: SEPTEMBER 21. 2002 Estate No.: 21-02-0925 To the Register: I certity that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 13. 2002 Name Address Sandra S. Tomassone David L. Swartz Jr. Nancy J. Hopper 16 Thornhill Court. Carlisle. P A 17013 288 Third Avenue. Westwood. NJ 07675 181 West Mohawk Malvem. OR 44644 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Signature (.. IRWIN, McKNlo1:!! HUGHES '3.dL, Date: 11/13/02 Name ROl!er B.Irwin. Esauire Address 60 West Pomfret Street ". Carlisle. P A 170/3 Telephone (717) 249-2353 Capacity: Personal Representative x Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1 162 EX(1 1-96) . RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN MCKNIGHT & HUGHES 60 WEST POMFRET STREET CARLISLE, PA 17013 u_+__u f(}ld ESTATE INFORMATION: SSN: 188-32-4936 FILE NUMBER: 2102-0925 DECEDENT NAME: SWARTZ DAVID L DATE OF PAYMENT: 12/20/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND 09/21/2002 - DATE OF DEATH: NO. CD 001974 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $16,000.00 I , I ; I , I I -:- I '. I -, I -:- TOTAL AMOUNT PAID: $16,000.00 REMARKS: IRWIN MCKNIGHT & HUGHES CHECK# 19258 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(l 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 ------~. fOld ESTATE INFORMATION: SSN: 188-32-4936 FILE NUMBER: 2102-0925 DECEDENT NAME: SWARTZ DAVID l DATE OF PAYMENT: 02/24/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/21/2002 NO. CD 002208 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,472.37 I , I I . I I I . I I TOTAL AMOUNT PAID: $5,472.37 REMARKS: IRWIN ET Al CHECK#19513 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WillS Inventory of the real and personal estate of DAVID L. SWARTZ deceased 1. 530 Mooreland Avenue, Carlisle Borough, Cumberland Counry. 157,'000 00 2. 208 Shares Mellon Financial - Traded NYSE - Common 5,;166 30 3. 500 Shares Penn Power & Light Co. - Traded NYSE - Common 15,,555 00 5. 1,156 Shares Wachovia Bank - Traded NYSE - Common. 1"634 89 37,1454 40 4. 59 Shares Prudential Financial .. .. 7. Allfirst Bank - Relationship w/int. checking I I 19,~35 88 i I I 22'f02 40 .\100,165 28 74,;216 97 6. u.S. Savings Bonds, Series E, $100.00 issue 1971-1973. 8. Allfirst Bank - Certificate of Deposit . . . 9. M&T Bank - Certificate of Deposit #10728426. 11. 1990 Buick Electra Park Avenue Ultra Sedan - 61,000 miles. 7,~69 80 2,500 00 10. M&T Bank - Certificare of Deposit #11174537. .1 I 13. Miscellaneous Personal Property kept by Family 8,[314 50 460 00 I 100, ?OO 00 12. Miscellaneous Personal Property - Sold . . 14. Allfirst Bank - Cerrificate of Deposit #TRD316001558 TOTAL. . . . . . . . . . . . . . . " 551,875 42 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: Sandra S. Tomassone being duly sworn according to law, deposes and says that she is the Executrix of the Estate of David L. Swartz I late of _~_lIorou&hof j::ax:Lis~ ~__~_____ Cumberl.nd County, P.., deceased .nd th.t'the within is an inventory made by Sandra E. Tomassone, the s.id Executrix' of the entire estate of said decedent, consisting of all the personal prop~rty .nd re.1 est.te, except re.1 estate out~ide the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair v~lue as of the date of decedent's death. Sworn subscribed before me, ~~~ Sandra S. Tomassonet Executirx 16 Thornhill Court Notarial Seal I Jacque' e L. Drawbaugh, Notary PI lie Carlisle Bom. Cumberland Cou 'J My Commission Expires Aug. 14, 2.20'.~ l Carlisle, PA 17013 Address Member, pennsjwanjJ Association c: 7..;:::, '0S D.te of Death 21 09 2002 Day Month Y.ar INSTRUCTIONS I. An inventory must be filed within three months after appointment of person.1 representative. 2. A supplement inventory must be filed within thirty days of discovery of addition. I .ssets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. - OJ "---: M lJl ..... M ... ." '" >- '" .. OJ '" .... w u ~ ... O;l ~ '" .... N .. ..... <!> '" w -< ~ 4-< .. ;::l ::> N "- .... 0 u .. O;l .. '" 0 0 VI 0 '" lJl ... 0 w '" w .c .. '" .. <<l I I- :I: "- '" "- " N .... ..J u.. ;::l .. ~ Eo< 0 Z u.. ..J -< 0 0 "- " 0 G I , W -< w H ... 'M == ..... i > 0 '" 0 ,;.. :.-< H N 'i z 0 '" - ... ~ " Ii Z 0 0 H ~ H .; VI Z :;; OJ 0 U '" .c U :0: Z I w -< 0 .., ... '" "- ." . " ... z I .. - -;: OJ H , 0 ~ I .. ..D 0 .. E ." .... '" H - ..! 0 .. ~ 0 I ..J U u:: ... , /7- 91-<{ REV -1500 EX '4- (6-00) CAPB HpR~ EplO CRAC KOTK ES C P o 0 R N R D E E S N T C o M P T U A T X A T I o N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER v OFFICIAL USE ONLY 21-02-0925 D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, fiRST, AND MIDDLE INITIAL) Swartz David L. DATE Of DEATH (MM-OD-YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 188-32-4936 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE CopyrIght (c) 2000 form software only The Lackner Group, Jnc. DATE OF BIRTH (hAM-DO-YEAR) NUMBER REGISTER OF WILLS SOCIAL SE URITY NUMBER X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a livIng Trust 1 (Attach copy of Trust) (AttaCh copy of Will) o 9. litigation Proceeds R.ecelved 3. date of death . Remamder Return prior to 12-13.82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 010. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(10.) (date of death between 12-31-91 and 1-1~95) (Attach Sch 0) ,. THISSECTlO!! MlI$tllEc:aM~LETED;.ALt~I:OFlREsPol\lOENCEl&~NFID_W. 'l'llC INfOllMI.TION ~I.ILD ilE'DIR~c:'tEI)'TO" NAME COMPLETE MAiliNG ADDRESS Ro er B. Irwin Es . FIRM NAME (If Applicable) IRWIN McKNIGlIT ,f" HUGHES TELEPHONE NUMBER 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 R E C A P I T U ~ A T I o N 7 7 249- 353 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Pro'perty (7) (Schedule G or l) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgageliabil~ies, & Liens (Schedule I) (10) 11. Tolal Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts far which an election to tax lias not been made (Schedule J) 14. Net Value Sub'ect to Tax (Une 12 minus line 13) OFFICIAL USE ONI.. '( (8) 551,875.42 (11) 49.597.78 (12) 502,277.64 (13) (14) 502,277.64 (15) (16) (17) (18) (19) 0.00 22,602.49 0.00 0.00 22,602.49 (1) (2) (3) 157,000.00 79,046.47 None (4) (5) None 315,828.95 (6) None None 47,437.53 2,160.25 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICAB~E RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1,2) 16. Amount of Line 14 taxable at lineal rate 502,277.64 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. x X X X ,0 0 ,045 ,12 ,15 form REV-1500 EX (Rev. 6.00) Decedent's Complete Address: STREET ADDRESS 530 Moore1and Avenue CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditsIPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 22,602.49 0.00 16,000.00 1,130.12 Total Credits ( A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 17,130.12 Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 10 request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable 10: REGISTER OF WILLS, AGENT 0.00 0.00 5,472.37 0.00 5,472.37 pLEASE'ANSWERTHifFOLLowING'QUESTIONSBYPLACINGAN;;x"iN'THEAPPROP'RIATEBLOCKS" . 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ~ ~ b. reta!n the righ~ to de~ignate who shall use the property transferred or its income; . - X c. retain a reverSionary Interest; or. X d. receive the promise for life of either payments, benefits or care? X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did .decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . ""'i"iii:'H::iii:UiVJ::"'''',:'''''' . ":ii;j;:iiiH?1i:i,'i",""'" "n:::"" '"''''''iii;::i''i:i'i''' .- "~"" o o o CEJ CEJ CEJ Under penalties of perJury, [declare that I have examined this return, including accompanying schedules and statements, and to the best of my Icnow/edgeand belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE; OF PERSON RESPONSIBLE FOAflLING AETURN Sandra S. Tomassone pATE lo~~ j ~~tI~;i~;!~}-C;iWih--------------------------- 2-(l-doJ SfGNATURf:OFPREPAREROTHERTHANREPRESE;NTATJVE IRWIN McKNIGHT & HUGHES DATE 60 West Pomfret Street -- -Carl-{sie- --P;"- - -170i3-- -------- - --- ---- ----. - --- For dates of death 0 or a r July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3'1;1 P.S. 9116 (a) (1.1) (il]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 fl.S. 9116 (a) (1.1) OJ)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1,2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P,S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyrignl (c} 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1502 EX +(1-97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER David L. Swartz SS# 188-32-4936 09/21/2002 21-02-0925 All real property owned solely Of as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledQe of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 530 Mooreland Avenue, Carlisle Borough, Cumbo Co. 157,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 157,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 ~orm software only CPSystems. Inc. Form REV-1502 EX (Rev. 1-97) AEV-1S03 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHEA1TANCETAX RETURN RESIDENT DECEOENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER David L. Swartz SSil 188-32-4936 09/21/2002 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 2 3 4 5 DESCRIPTION 208 shares Mellon Financial - traded NYSE, common 500 shares Penn Power & Light Co. - traded NYSE, common 59 shares Prudential Financial 1,156 shares Wachovia Bank - traded NYSE, common U.S. Savings Bonds, series E, $100.00 issued 1971-1973 UNIT VALUE 24.838 31.11 27.71 32.40 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, Inc. 21-02-0925 VALUE AT DATE OF DEATH 5,166.30 15,555.00 1,634.89 37,454.40 19,235.88 79,046.47 Form REV-1503 EX (Rev. 1-97) REV-1508 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERlTANCET.x RETURN RESIDENT DECEDENT ESTATE OF David L. Swartz SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSf/ 188-32-4936 09/21/2002 FILE NUMBER 21-02-0925 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Al1first Bank, re1ationshp w/int. checking VALUE AT DATE OF DEATH 22,602.40 2 Allfirst Bank, certificate of deposit 100,165.28 3 Allfirst Bank, Trading Account f/3l600l558 100,000.00 4 M&T Bank, certificate of deposit f/10728426 74,216.97 5 M&T Bank, certificate of deposit f/11l74537 7,569.80 6 1990 Buick Electra Park Avenue Ultra Sedan, 61,000 mi 2,500.00 7 Miscellaneous personal property sold 8,314. 50 8 Miscellaneous personal property kept by family 460.00 TOTAL (Also enter on line 5, Recapitulation) $ 315,828.95 (If more space is needed, insert additional sheets of the same size) Copyrfght(c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF David L. Swartz SSIf 188-32-4936 FilE NUMBER 21-02-0925 09/21/2002 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1 Hoffman-Roth Funeral Home B. AMOUNT 2,412.95 1. ADMINISTRATIVE COSTS: Personal Representative's Comm'lssions Name of Personal Representative(s) Sandra S. Tomassone Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 16 Thornhill Court City Carlisle State PA Zip 17013 19,500.00 Year(s) Commission Paid: 2003 2. 3. Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption: (If cticedent's address is not the same as claimant's, attach explanation) Claimant Street Address 20,300.00 City Relationship of Claimant to Decedent State Zip 4. Register of Wills 366.00 Probate Fees 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. 1 Other Administrative Costs Carl E. Ocker Auctioneer appraisal fee 65.00 2 Carl E. Ocker Auctioneer commiss ion 2,910.08 3 Cumberland Law Journal - estate notice publication 75.00 4 Diversified Appraisal Services 250.00 5 Register of Wills - filing fee 25.00 6 Settlement charges on sale of real estate 1,438.23 Total of Continuation Schedule(s) 95.27 TOTAL (Also enter on line 9, Recapitulation) S 47,437. 53 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSy-stem-s, Inc, Form REV-1511 EX (Rev. 1~97) Estate of: David L. Swartz Soc Sec #: 188-32-4936 Date of Death: 09/21/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item If Description Amount 7 The Sentinel - Legal - estate notice publication 95.27 95.27 REV~ 1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETJ(){ RETURN RESIDENT DECEDENT ESTATE OF David L. Swartz SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSiI 188-32-4936 09/21/2002 FILE NUMBER 21-02-0925 Include unreimbursed medical expenses. ITEM NUMBER 1 Borough of Carlisle DESCRIPTION AMOUNT 67.65 2 Penn Power <I< Light Co. 3 Pharmerica 4 Sprint Telephone 5 UCl Corp. 6 Walsh's Lawn <I< Landscaping 62.51 485.42 23.75 835.60 685.32 TOTAL (Also enter on line 10, Recapitulation) S 2,160.25 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 farm software only CPSysterns, Inc. Form REV-1512 EX (Rev. 1~97) REV-1513 EX... (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIAR IES David L. Swartz SS!I 188-32-4936 09/21/2002 FilE NUMBER 21-02-0925 RELATIONSHIP TO DEqDENT AMOUNT OR SHARE Do Not list Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)) 1 Nancy J. Hopper 1524 N. Plaza deLirios Tucson, AZ 85745 Daughter 1/3 remainder 2 David L. Swartz, Jr. 288 Third Avenue Westwood, NJ 07675 Son 1/3 remainder 3 Sandra S. Tomassone 16 Thornhill Court Carlisle, PA 17013 Daughter 1/3 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET 11. NON TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) 11Lctst 3Uill ClltU QT~stClm~ltt I, DAVID L. SWARTZ, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I direct my executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executrix to seLl any realty owned by me at my death and not specifically devised or bequeathed herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I devise.and bequeath all of my estate of every nature and wherever situate to my wife, Joyce B. Swartz, providing she shall survive me by sixty days. 4. Should the gift in Paragraph No.3 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint Joyce B. Swartz to be the executrix of this my last will and testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Sandra S. Tomasso~e; o{f;;< j -1- as substitute executrix, also to serve as such without bond, with the same powers as are given herein to my executrix. 6. I hereby suggest that my personal representative retain the services of Irwin, Irwin & Irwin, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this i~r day of February, 1980. L ','\..1' I 7' .." ~\ I.; 'VI _/! ,::;..... J<J-t-t-'7IA .'" /---\SEAL) DAVID L. $IVA:RTZ I" , I Signed, sealed, published and declared by David ~. Swartz, the above named testator, as and for his last will and testament, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. \,,-t,.. '"i \' ',J..j'~. ,'. C.t \,,~,....., . \ i \1''-"\ l\l..,\Cf\ } C /) /l7 fl /1; 0 _ J;--:?1 {l.d _f ',t' -2- ACKNO'tlLEDGENENT AND AFFIDAVIT We, DAVID L. SHARTZ , BETZI A. MORRISON , and J. 11~.RIE JOi~ES , the testator and the witnesses, respectively, whose nClmes are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersign0d authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator ,signed the Will as a witness and that to the best of their knowledge the testator was at th~t time eighteen years of age or older, of sound mind and under no constraint or undue influence. <t.:::. . -~. ----- '. ../ .. / ,X ,~- ,,-t. ~ X::J~ t"-r:: 1'ty // DAV!D L. WARTZ . i '" t r . )t' U \..\ BETZI A. , \ \ l'\-"U\.'-'llll MORRISON COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND S3: Subscribed, sworn to and acknowledged before me by DAVID L. SWARTZ , the testat or , and subscribed and sworn to before me by BETZI A. MORRISON , and J. MARIE JONES , witnesses, this 1'1 day 0 f February, 19 80 . /) .7 / W3 d:i~ I / .. _ " ". v t .., .- , , ",','""V".: ,',,' I ,-"-,,,,;.,...'-"-' , . '. ... -.-' '_;::' ;:C",Hi1Y ....... . OMS NO. 2502-0265 ..-r' A B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1nFHA 2.DFmHA 3.lRlCONV. UNINS. 4.nVA 5 DCONV INS 6. FILE NUMBER: I 7. LOAN NUMBER SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give Y,?u a st?tement of ~ctual settlement costs. Am~unts pa~d to and by the settlement agent are shown. Items marked '1POC)" were paid outside the closmg; they are shown here for mforma/fonal purposes and are not included in the totals. 10 ,~, (MARIONI6) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER F. NAME AND ADDRESS OF LENDER Dennis R. Marion and The Estate of David L. Swartz American Home Bank Camille C. Marion 530 Mooreland Avenue 805 Estelle Drive, Suite 101 407 West South Street Carlisle. PA 17013 Lancaster, PA 17604 Carlisle, PA 17013 TIN: 25-6B19503 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1894310 I. SETTLEMENT DATE: 530 Mooreland Avenue Salzmann. DePaulis & Fishman, P.C. Carlisle, PA 17013 February 14, 2003 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 95 Alexander Spring Road, Suite 3 Carlisle, PA 17013 J. SUMMARY OF B RROWER' TRAN A TION K. SUMMARY OF SELLER'S TRANSACTION 101. Contract Sales Price 157.000.00 401. Contract Sales Price 157.000.00 102. Personal Prooert\/ 402. Personal PrQoertv 103. Settlement Charaes to Borrower lLine 1400) 5,520.35 403. 104. 404. . 105. 405. 106 CtvrrwD Taxes to 406. CtvlTwo Taxes to lC' School Taxes 02/14/03 to 06/30/03 236.83 407. School Taxes 02/14/03 to P6/30/03 236.B3 108. Assessments to 408. Assessments to 109. 409. 110. 410. 111. 411. -"..,-_. '---'. '12. 412. 120 GROSS AMOUNT DUE FROM BORROWER 162,757.18 420. GROSS AMOUNT DUE TO SELLER . 157,236.83 2QL AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500, REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest monev 2,000.00 501. Excess Deaosit (See Instructions) 202. Principal Amount of New Loan s) 149,150.00 502. Settlement Charqes to Seller (Line 1400) 1,585.08 203. ExistinClloan(s) taken subiect to 503. Existina loan(s) taken subject to 2Q4. 504. Payoff of first Mortgage 205. .~. ".- 505. Payoff of second Mort aoe 206. 506. 207. 507. (DeQCcslt diso, as proceeds) 208. 508 209. 509. ustments or terns n ., eler ustments or terns Un al e er 210. CtvrrwD Taxes 01/01/03 to 02114/03 89.98 510. CtvlTwn Taxes 01/01/03 to 02/14/03 89.98 211. School Taxes to 511. School Taxes to 212. Assessmerts to 512. Assessments to 213 513. 214. 514. 215. 515. 216. 516. 217 517. 21B. 518. 219. 519. 220. TOTAL PAID BVIFOii BORROWER 151.239.98 520. TOTAL REDUCT/ON AMOUNT DUE SELLER 1,675.06 300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETT EMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 120) 162,757.18 601. Gross Amount Due To Seller (Une 420) 157,236.83 302. Less Amount Paid By/For Borrower (Line 220) ( 151.239.981 602. Less Reductions Due Seller (Line 520) ( 1,675.06 303. CASH ( X FROM) ( TO) BORROWER 11517.20 603. CASH ( X TO) ( FROM) SELLER 155,581.77 The undersigned her~,t)~nOWledge r;e~iPt At completed copy of pages 1&2 of this statement & any attachments referred to herein. Borrower ': . . 1\.0" . Seiler T:r~Estate of David,L. Slrtz r;~ R. Manon . ,[ -Y- ; r .. ",,/~,;t'l'.' u- -- '-\ t~/JtL2..f.A.k1-x..c-. c~.Q.l..-,~ L ~ Sandra S. Tomassone, Executnx Camille C. Marion in P 2 ,co L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price < <1il , PAID FROM PAID FROM Division of Commission (line 700) as Follows: BORROWER'S SEI...LER'S 701. $ to FUNOSAT FUNDS AT 702.$ to SETT[.EMENT SETTLEMENT 703. Commission Paid at Settlement 704. to I Rnn. TEM~ P 'IN TION 801. Loan urigination ee % to 802. Loan Discount % to 803. Appraisal Fee to Larry Foote $275.00 POC -25.00 804. Credit Report to CREDCO $20.00 POC -0.92 605. Administration Fee to American Home Sank 390.00 806. FHLMC Loan Prospector Fee to American Home Bank $21.00 POC 0.20 807. Flood Cert Fee \0 First American $19.00 POC -2.50 aoe. Tax Service Fee to First American 96.00 809. 810. ~~ I 0 BY LEN[ TO BE I V 901. Interest From 02114103 \0 02128/03 @ $ 21.7500001day ( 15 days %) 326.25 902. Mortaaae Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vea~ \0 904. 905. 1000 R V I IT"'. 1001. Hazard Insurance 3.000 months $ 33.33 ner month 99.99 1002. Mortaaae Insurance months $ oer month 1003. CtvfTwo Taxes 13.000 months $ 62.03 ner month 806.39 1004. School Taxes 9.000 months $ 140.09 ner month 1.260.81 1005. Assessments months @ $ per month 1006 months <1il $ oer month 1007 months (/jJ $ oer month 1008. Annreaate Ad'ustment months (/jJ $ Der month -448.12 llnn TI I I' ""ARGI'S 1101. Settlement or Closino Fee to 1102. Abstract Of T;'.:I:' S'S8,~~ to 1103. Title ExamInation to 1104. Title Insurance Binder to . 1105. Document Preosration to 1106. Notarv Fees to 1107. Attorney's Fees to hwin, McKnight & Hughes POC-Seller includes above item numbers: ) 110B. Title Insurance to Salzmann DePaulis & Fishman P.C. 1143.75 (includes above item numbers.l101-1105; 1107-1111 I 1109. Lender's. Coverage $ 1110. Owner's Coverage $ 1111. Endorsements 100. 300. 900 10 Salzmann, OePaulls & Fishman, P.C. 150.00 1112. Insured Closing Letter \0 Salzmann, DePaulis & Fishman, P.C. 35.00 1113 _ R NTR 1201. Recordmg Fees Deed S 38.60; Mortgage $ 64.50; Releases $ 103.00 1202. Cttv/CountvTaxlStamos: Deed 1.570.00' Mort aoe 1,570.00 1203. State TaxlStamos: Revenue Stames 1.570.00: Mortoaoe 1.570.00 1204. 1205. 13 O. A DITIONAI "ETTLEM~NT CHAR 1301 Survey to 1302. Pest Insoection to 1303. Overnioht Mail to Salzmann, DePaulis & Fishman, P.C. Packaqe 15.50 1304. Final Water/Sewer to Carlisle BorouQh Acct# 4596-A 15.08 1305. 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K\ 5.520.35 1.585.08 By signing page 1 of this statement, the signatories acknowledge receipt of a completed c Certified to be a true copy. two page statement. man, P.C. (MARION I MARION /6] !) allfirst October 1 7, 2002 i\lIfirst Financial Center N.A. Po. Box 900 _MiIIsboro, DE 19966 Irwin McKnight & Hughes Attn: Roger B. Irwin West Porn fret Professional Building 60 West Porn fret Street Carlisle, PA 17013-3222 ~~~~UW[~ OCT 23 2002 RE: Estate of David L Swartz Date of Death: September 21, 2002 Social Security Number, 188-32-4936 IRWIN, McKNIGHT & HUGHES Dear Mr. IJwin: In response to your request, please be advised of the fOllowing accounts the above-named decedent had with this bank and their balances on the date of death. 1. Account Type........:.................. Relationship w/lnt. Checking Account Account Number....................... 0083096124 Ownef5hip (Names 01)................ David L Swartz; Sandra S. Tomassone, POA Opening Date........................... 08/28/64 Balance on Date of Death........... $ 22,600.36 Accrued Interest....................... 2.04 Total......................................$ 22,602.40 2. Account Type........................... Certificate of Deposit/183 DAYS/l.700000 Account Number....................... 86310016015105 Ownef5hip (Names 01)................ David L Swartz Opening Date........................... 08/19/02 Balance on Date of Death........... $ 100,000.00 Accrued Interest....................... 165.28 Total......................................$ 100,165.28 . Page 2 3. Account Type........................... Certificate of Deposit Account Number....................... 86310016011943 Owner;hip (Names 01)................ David L Swartz Opening Date........................... 02/21/01 Balance on C1osing....................$ 100,000.00 Date Closed....................... 08/20/01 . 4. Account Type........................... Certificate of Deposit Account Number....................... 86310016013335 Owner;hip (Names of}................ David L Swartz Opening Date........................... 08/20/01 Balance on C1osing....................$ 100,000.00 Date Closed....................... 02/19/02 5. Account Type........................... Certificate of Deposit Account Number....................... 86310016014339 Owner;hip (Names of}................ David L Swartz Opening Date........................... 02/19/02 Balance on Closing....................$ 100,000.00 Date Closed....................... 08/19/02 6. Account Type........................... Trading Account Account Number....................... TRD316000620 Owner;hip (Names 01)................ David L Swartz or Sandra S. Tomassone Opening Date........................... 02/25/99 Balance on Date of Death......... ..$ 00.00 October 17, 2002 . Page 3 October 17, 2002 7. Account Type........................... Trading Account/l.70%, Due 2/18/03 Account Number....................... TRD316001558 Ownership (Names 01)................ David L Swartz Opening Date........................... 02/21/01 Balance on Date of Death........... $ 100,000.00 8. Account Type........................... Safe Deposit Box Account Number....................... 00001000487100005454 Ownership (Names 01)................ Unknown Closing Date........................... 10/04/02 Balance on Date of Death........... $ N/A This response does not apply to any assets held with Allfirst Brokerage, where Aflfirst Bank Is serving as a trustee, nor to any credit cards owned by Bank of America bearing AI/first Bank's name. For further accOunt information, closures andlor reimbursement of funds refer to below branch: 812 'h West High Street, Carlisle, PA 17013, telephone 717.240-6717. Sincerely, ~1. d ~~c'a'-kl' Mary Anne Macielag Associate /lClS (302) 934-2240 r! M&I'Bank Manufacturers and Traders Trust Company, 1100 Wehrle Orive, PO. Box 767, Buffalo, NY 14240-0767 October 16, 2002 RE: Estate Search The Estate of: Date of Death (0.0.0.) DAVID L SWARTZ 9/2112002 To Whom It May Concern: Identified below is the account information requested. I. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $73,891.92 $325.05 CD 31003910728426 OPENED 3/00 31003911174537 OPENED 12/95 DAVID L SWARTZ 4319 CD DAVID L SWARTZ OR JOYCE B SWARTZ 4319 $7564.13 $5.67 2. Loans, Mortgages, or other obligations titled in the decedent's oame Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. 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ZOOZ16010> :ajea jUPd NOlU6AUI 6A!PV pod;:)~ AlOlU;:)AUI ~ ~ :SIBIO.L AJOjUaAUI CARL E. OCKER AUCTIONEER 4401 Philadelphia Avenue Chambersburg, PA 17201 (717) 264-6578 Personal Property Appraisal for David L. Swartz 530 Moreland Ave Carlisle P A 17013 8 PC MAHOGANY DINING ROOM SET .............................................450.00 METAL FILE CABINET.:........................................................................... 10.00. TOTAL.................................................................................................... $460.00 I, DO HEREBY CERTIFY that I have examined the tangible personal property of David L. Swartz, 530 Moreland Ave, Carlisle, PA 17013 And do value and appraise the same at $460.00 as being fair market Value of said property on this date ofNO~~~~~~O?: Date i 1 ,,1\ c ;;l- Carl E. Ocker fuf / .lA' ([-f.I'''J Appraiser ESTATE VALUATION Estate of David L Swartz Personal & Confidential A Service of Legg Mason Wood Walker, Inc. Financial Advisor: Brian Fields - Carlisle, P A We believe the information to be accurate but Legg Mason Wood Walker, Inc. cannot he held-responsible for any losses caused by inadvertent errors and/or omissions. lfthere are any errors and/or questiolls regarding this report please contact your Legg Mason Financial Advisor. ~"l.".-.") ..r'F..." r}! r rf""' l,i~ ,,~ ~~).v ~ iiOV "1:3 2002. In\ ~" ! ;~ ) I;:'! ,',h ~-.J IRWIN, McKNIGHl & HUGHES NUMBER PRICE DAILY DAILY MEAN AVERAGE SECURITY ACCRUED OF SHARES DESCRIPTION DATE HIGH LOW PRICE MEAN VALUE DIVIINT 208 Mellon Financial 9/20/02 25.310 24.680 24.995 24.838 5166.20 0.00 Cusip: 58551A108 9/23/02 25.260 24.100 24.680 1156 Wachovia Bank 9/20/02 32.850 32.060 32.455 32.400 37454.40 0.00 Cusip: 929903102 9/23/02 33.170 31.520 32.345 500 PP&L 9/20/02 31.860 30.150 31.005 31.110 15555.00 180.00 Cusip: 69351T106 9/23/02 31.650 30.780 31.215 SUBTOTAL $58,175.60 $180.00 TOTAL $58,355.60 ,In ,'e ~: -I :> 'r- '0 Z ,CI , , -4 l:r: ,H :11I :r- ,H 'Z :111 , , , , , , l' , , , , '''' 'III '-4 > H Z r- o :IE III .. 11 ::> 11 ... .. ::> z: " il < o e '" '" III n o '" t:I III z > .. III OO:;lD n :po c: m % ::lI:I~CD 1ft r- "'.... ~ ....m'" "''''.... r-r-m m>'" _ z t:l0 ." "II >n 0:1: .... ...nr- ....or- oc'" ...'" "'.... .1 :r: o c '" m '11 ~ ~ r- III > ill '" III S H -4 '11 ~ Z III Z -4 -4 o ., 00-.1-4:::0 >=:;::aQ '" :l:G'l r-:E.....m .... z'" "'." r-Ql'TltlCI m3.... "II>.... ",r-'" m :I: .... .... z '" .... m '" .<:l ." > .... .... co .... '" -:i l(J 0<). o\)! . 5 \Q: . . ~. >n n"ll t:I III t:I OH>rn> zc:r--I""i.... ZIII 111 > 111 -4 -4 <ZOlll e"ll z 0 lIIt:1"11 111111 "',. -4 :r: ... . I>. .....ONc:tVJQ =c:.......o.:.p ..... :z I:J> I tlCIoN::lU..... mN""'.....p :::tI I I N I r-ClN N ]:10\0= 0 ZNQ C) t:1U1N (IrI . t:I . ,. < .... . t:I ~ - r- . 0:; .".. o~ mill omli l;ili... ...z... ......... 0_ m z 1Il1!:!il ... zo... ozz .!Eili .",.. IIlm... m ... "0. ~"l'i mom z... ........ .. 0.." .".. o ...Z .. "Z n m iRl2! all I~flii I-i' ..:1m leN~>C: c... ~~iii a " =m'"n ~ " ....... : ~ i!i ~ "... :;;; ~ c ! 5~ ~ i~ ... lC m .. n o Z t:lZ 1110 '1IZ >:1: "'III -4> sr- 111-4 z:r: -4 o 0"11 "II '11 "III IIIZ <Z 11111I Z< er- 111< > Z H :I> COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-, '62 EX(1 '-~6) I RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 --------fold ESTATE INFORMATION: SSN: , 88-32-4936 FILE NUMBER: 2102-0925 DECEDENT NAME: SWARTZ DAVID l DATE OF PAYMENT: 04/17/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/21/2002 TOTAL AMOUNT P REMARKS: ROGER B IRWIN ESQUIRE CHECK# 019711 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WillS NO. CD 00246$ ACN ASSESSMENT CONTROL NUMBER AMOUNT --t-h- ! 101 I $288.01 , i I I I I l i I I I I I I I i I I I i I i . AID: $288.01 DONNA M. OTTO DEPUTY REGISTER OF WillS 1-?-9"/-J? ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION 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 m~1,"",7El1.MP'{\\1-") ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-14-2003 SWARTZ 09-21-2002 21 02-0925 CUMBERLAND 101 AlfOUni R..itt.d DAVID L 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 .... i iiE"y=iS4"7-EX-AP"p-foFo3Y-NciT"icE-.oF-YtiiiEifiT;'NcrTAin('pjiRi'isEi"EN"'~-"AL.LOii;'NCE-iiR-----------T----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ' DAVID L FILE NO. 21 02-0925 ACN 101 DATE 0<+-1412003 ! ESTATE OF SWARTZ TAX RETURN WAS: I X I ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 Est.t. (Schedule A) 2. Stocks end Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hartgages/Note. Receivable (Schedule OJ S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly OMned Property ISchedule FI 7. Transfers (Schedule G) 8. Total Assets III 121 131 141 151 (61 (71 157.000.00 79,046 .<+7 .00 .00 315.828.95 .00 .00 181 NOTE: To insur~ proper credit to your iaccount, subw.it the ~ portion of this for. with your t8X paYllent. 551,875~42 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdII. Costs/Hisc. Expenses (Schedule H) (9) 10. Debbll1ort""ge LiebiUties/Uens ISchedule II 1101 2.160.25 11. Totel Deductions 1111 49.1;97 78 12. Net Velue of Tex Return 1121 502,277~6<+ 13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) (13) ~OO 14. Net Velue of Estete Subject to Tex 1141 502,277,6<+ NOTE: If an assessnent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill ref'lect 'figures that include the total ll'f ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aaount of Line 14 et Spousal rate 1151 16. Anount of Line 14 taxable at Lineal/Class A rat. (16) 17. Aaount of Line 14 at Sibling rate (17) 18. A.ount of Line 14 taxable at Collateral/Class B rete (18) 19. Principal Tax Due 47,<+37.53 .00 X 502,277.64 X .00 X .00 X 00 = 0<+5 = 12 = 15 = 1191= .'00 22,602 .~ .100 I .iOO 22,602.,<+9 TAX CREDITS: .~,~no ~.~... ,., AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-I 12-20-2002 CDOO197<t 842.11 1~,000.00 02-24-2003 CD002208 .00 5,472.37 PAYMENT MUST BE MADE BY 06-21-2003*. TOTAL TAX CREDIT 22,314.<+ BALANCE OF TAX DUE 288.0 INTEREST AND PEN. .00 TOTAL DUE 288.01! . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ~CREDIT" ICRI, YDU HAY BE DUE A REFlNm. SEE REVERSE SIDE Of THIS FOR" FOR YNSTRlJr:TTnt.l1t. 1 \. /?-9~-P BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. lBD6Dl HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT ReCOioed of Registe-" Cfi \'\i;lls ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE '03 MAY 16 DATE ESTATE OF DATE OF DEATH FILE NUMBER A10 :48 COUNTY ACN CI~rk PA 17e\ifnbBriand '*' REV-Ut7Ell IoFPiUlHJ5) 05-12-2003 SWARTZ 09-21-2002 21 02-0925 CUMBERLAND 101 hount R..itt.d DAVID L l"~c!--,n COo. Fl\ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sub.it the upper portion of this 'f0"l with your tax p.~ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ . ----------------------------------------------------------------------------------------------------------~----- REV-1607 EX AFP (01-03) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... , ESTATE OF SWARTZ DAVID L FILE NO. 21 02-0925 ACN 101 DATE 05-12-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAKED ESTATE. SHOWN BEL IS A SUHKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-14-2003 PRINCIPAL TAX DUE: .._____._..____________._...__.______...._______..__________.. PAYMENTS (TAX CREDITS): 22,60~.49 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-20-2002 CDOO1974 842. 11 16,000.00 02-24-2003 CD002208 .00 5,472.37 04-17-2003 CD002465 .00 288.01 TOTAL TAX CREDIT 22,602.49 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 i . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .ooi SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, ND PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. J /7-9-/-a:' \. BUREAU OF IN/lI"Ht"K.:' TAXES ~~~I!!~~~~TAX DIVISION HARRISBURG, PA 171Z8-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT '* IlEY.nuEll AFP:Uj-D!) ROGER B IRWIN ESQ l.I . IRWIN ETAL 60 W POMFRET ST CARLISLE PA i7013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-04-2003 SWARTZ 09-21-2002 21 02-0925 CUMBERLAND 101 Allount Re..itted DAVID L MAKE CHECK PAYABLE AND REMIT PAYMENT ro, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for.. with your tax pay~ent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..... , Ritv:iS9j-Eif-"FiqjjFci3T-----.ii-iNiiERYf"~icE-TA-i-REcoRi._-"Dj-usTMlftWii.-----------------------1----- ESTATE OF SWARTZ DAVID L FILE NO. 21 02-0925 ACN 101 DATE 11-64-2003 AIl.J\JSTI1ENT BASED ON: VALUE OF ESTATE, 1. Real Estate (Schedule A) 2. Stacks and Bonds ISchedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. MOrtgages/Notes R~.ivabl. (Schedule D) S. C.sh/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule fJ 7. Transfers (Schedule S) 8. Total Assets DEDUCTIONS AND EXEMPTIONS, ADMINISTRATIVE CORRECTION (1) (2) (3) (4) IS) (6) (7) 157.000.00 79,046.47 .00 .00 215.828.95 .00 .00 (8) 451,875.~2 10. 11. 12. 13. 14. 9. Funer.l ExPenses/AdBinistrativ8 Costs/ Miscellaneous Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule X) Total Deductions Net Value of TIIX R.turn Charitable/Governmental Sequestsi Non-elected 9113 Trusts Net Value of Estat. Subject to Tax (9) (10) 47,437.53 2.160.25 Ill) (12) (13) (14) i 49.597. 8 402 277. 4 o 402.277. 4 IScheduls ..I) TAX: 15. AlIOUnt oi Line 14 at Spousal. rat. US) 16. Aaount of Line 14 taxable at Lineal/Class A ~te (16) 17. Anount oi Line 14 at Sibling rat. (17) 18. A~unt of Line 14 taxable at Collaterel/Class S rate (18) 19. Principal Tax Due .OOX 00 = 402.277.64X 045= .OOX 12 = .00 X 15 = (19) .~ 18 102. 9 o o 18 102. 9 TAX CREDITS, =:~ " ,., AIIOUNT PAID DATE INTEREST/PEN PAID 1-) 12-20-2002 CDOO1974 842 . 11 16,000.00 02-24-2003 CD002208 .00 5,472.37 04-17 -2003 CD002465 .00 288.01 TOTAL TAX CREDIT 22,602.49 BALANCE OF TAX DUE 4,500.00 R INTEREST AND PEN. .00 TOTAL DUE 4,500.00ClR . IF PAID AFTER DATE INDICATED, SEE REVERSE I IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORK FOR INSTRUCTIONS,) REV-1470 EX (6-881 '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME REVIEWED BY SCHEDULE Swartz David Emerson Luciano 'ii: ITEM NO. EXPLANATION OF CHANGES 002 - 9.:b,s--J FILE NUMBER ACN 210~.0925 101 ,-' ' Schedule E has been reduced from $315,828.95 to $215,828.95 per correspondenc!e dated 09/09/03 PaQe 1 ".l7-9Y- .? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION IlEPT. ZBD60l HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-IU1EXlfPiCOl-DSJ ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE P~ 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-24-2003 SWARTZ 09-21-2002 21 02-0925 CUMBERLAND 101 A.ount R_itted DAVID L \..> MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account I submit the upper portion of this forn with your t.x pa~ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiif"=ii.orEx-AFP-fiiFo3Y------.iiii-iNHERITANcE"-rAinjTATEiiE"Nr-iirACrCOUNT--...---------------T----- ESTATE OF SWARTZ DAVID l FILE NO. 21 02-0925 ACN 101 DATE 11-24~2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS DF THE STATED ACN IN THE NAKED ESTATE. SHOWN BELPw IS A ~ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE~ A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-03-2003 PRINCIPAL TAX DUE: ... 18,lor49 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-20-2002 CDoo1974 842 . 11 16,000.00 02-24-2003 CD002208 .00 5,472.37 04-17-2003 CD002465 .00 288.01 11-07-2003 REFUND .00 4,500.00- TOTAL TAX CREDIT 18,102.49 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00i . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00i SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR], YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. ] STATUS REPORT UNDER RULE 6.12 v/ 0(\ Name of Decedent: DAVID L. SWARTZ Date of Death: SEPTEMBER 21. 2002 No. 21-02-0925 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: --X- Yes _ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 12/4/03 ]fdL Signature IRWIN & / cKNIGHT Roger B. Irwin. Esauire Name (please type or print) 60 West Pomfret Street Address Carlisle. PA 17013 City, State, Zip (717) 249-2353 Telephone Number X Personal Representative Counsel for Personal Representative Capacity: "0 OCij 0.. _CIl oCij ~ ~u.. CIl oes 0 1@ <Il Z <3 Ol (J) "= ~19a..E f!:CJ)(J)Q5 U:d:;:,o.. w I ~ a:: w (J) ...J ~ (f) o a.. (f) w ~ f-' (J) o W t- Z ::J o ..... <!J -D n,rr-v, [ .~ l.,jrr!l,'L ;..., ,-i . >< o .0 (f) :c "rt/ '-: - ~'. "'" + a.. N "0 c: 'ell (f) (f) ~ "0 "0 ell (I) \.E .~ t'\ r " <) I " I ... I I : <) ~'o =="" E~ ~ ~ u => .t: c{j g ::: rJ) 'J) C,) 0 ~::::~~~ E;So~.o:: ~'o~~Cl.. ~tco~ "t:lt);1U~ :: 'bh 0.. ~ ~ G~oc5u : .... ::J o >. t;: ";:: 0.. Q) (f) ell (I) (L : a - i...: (I) "0 c: (I) (J) . c:::s ) (0 a N (:1 C:. U