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HomeMy WebLinkAbout02-0938 T_ PETITION FOR PROBATE AND GRANT OF LETTERS Re: Estate of Minnie E W alPler, Deceased. Social Security No. 16]-01-8600 No. 21-02-938 To: Register of Wills for the County of Cumber! d in the Commonwealth of Pennsylvania The petition of Arno]d R. Mohl respectfully represents that: Your petitioner is 18 years of age or older, and the executor named in the last will of the above decedent, dated the ~ day of August. l2.25.. Decedent was domiciled at her death in Cumberland County, Pennsylvania, with her last family or principal resid ce at Church of God Home. 801 North Hanover Street. Carlisle. Cumberland County, Pennsylvania 17013. Decedent, then 89 years of age, died on the 2th day of October, 2002. at In Decedent, after execution of the will offered for probate, did not marry, was not divorced, did not have a child or adopted, was not the victim of an unlawful killing and was never adjudicated incompetent, except as follows: No excqltions. Decedent owned personal property wherever situate of the estimated value of $80 000.00 and real estate in Pennsylvania of the estimated net value of $!1Jlll situated as follows: Not ~plicable. WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of! testamental)' thereon. s Signature and Address of Petitioner tZ~c~ Arnold R. Mohl 7 Pine Street Dillsburg, P A 17019 OATIl OF PERSONAL REPRESENTATIVE Commonwealth of PENNSYLVANIA .ss. County of SCHUYLKILL The petitioner above-named, being duly sworn according to law, says that the statements in the foregoing petitio are true and correct to the best of petitioner's knowledge and belief and that as personal representative of the above deced t, will well and truly administer the estate according to law. Sworn to and subscribed before me this {sfll, day of ~:~~ 2'-~ /'/-90:- ? o~o ffi...,~ om"" ~g;s oOm ?:' [ >"'''C "'"'O:>ttl Z '0 C ::r !' '0'00 r-' o~ ......'" = N "C;:l. (q~ " . _. a.oZ : (5~ -. 0 '" 00' Cl . a or- = 0 ~!! ~5.'V; ... N '" ;a ~~ .... 8........;3 I . ~ O~~""t 8.. ...,: .'" 0 Ow ""t 00\ C O. ~ s:: N . '" I Z9' ~.' "," ...,' p ~r '" OQ tl:l " .... ~: m w o 0 '" 0 r-' 0 Q. -. '" 00 . v. c:r~=. '"<1 g " '" Ei e-~ r\ I m ..., '"<1 0...... N g m ~ ... -.] ~::5 c'" .... m S '-a I '" ",' '-a Q"C W If 3 N 8..~ ex> 0 :il " ~> ~ ~ i 0 '" N - =t -l -.] " '-0 ~ '" ~l~ N ...... 0 , 0 W 0 W DECREE OF PROBATE AND GRANT OF LETIERS AND NOW, OCTOBER 21 20~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument AUGUST 18,-..1995 ' described therein be admitted to probat filed of record as the last will of MINNIE E WAGNER and L TESTAMENTARY are hereby granted to ARNOLD R blOHL Register of Wills 1IiX/H~#/~ nT.7'v .t~r,41"'-"'/ eputy Register ~/2U ~ 21-02-938 REGISTER'S FORM NO.6 REGISTER OF WILLS OF SCHUYLKILL COUNTY, PENNSYLVANIA OATH OF SUBSCRIBING WITNESSES Bruce L. Waltman and Ann Marie Riegel, each a subscribing witness to the will presented herewith, each being duly qualified according to law, depose and say that they were present and saw Minnie E. Wagner the testatrix, sign the same and that they signed as a witness at the request of the testatrix in her presence and in the presence of each other. Sworn to or afftrmed and subscribed before me this / S1"/I. day of OC.J.r,hP'- 2002- ~- c: ~- Bruce L. Waltman CL---~ ~ Ann Marie Riegel REGISTER OF WILLS OF SCHUYLKILL COUNTY, PENNSYLVANIA OATH OF NON-SUBSCRIBING WITNESS and (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of testat of (one of the subscribing witnesses to) the codiciVwill presented herewith and that believes the signature on the codiciVwill is in the handwriting of to the best of knowledge and belief. Sworn to or afftrmed and subscribed before me this day of 20_ For the Register !iIO';)i05 REV 9186 This is to certify rhar rhe informarion here given is cortectly copied from an original cerrificare of dearh duly filed w Local Registrar. The original certificare will be forwarded to rhe Srare Viral Records Office for permanent ming. .. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. /"\ ! A -/-;;Jc:wz,.f !k;.' No. ! ^ , Fee for this certificate. $2.00 Local Registrar p 8716365 OCT l~ LlJ(J2 Date i5.1q......2Ifl7 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HE,6.lTH. VITAL. RECORDS CERTIFICATE OF DEATH lWo1IEOI-tECUIfJ,ntf...-.u., .. MINNIE E. AOE:(l..-:~ UNllEFllYEJ1111l - - WAGNER "" 2. Female t'WIKENUIlIIIl'I SOCIALSlCUflll'l'NUlIleEft .161 _ 01 - 8600 OREOF-~~.o..,.._J . 10/09/2002 ou """" 11"'CIfhl . 1'--0.............. IrINll'W.S1Iln.C.-..a --- ._- Widowecl - -- MCE-'-'--'~ -- White ........ ....... --...- .- 89 .~ utClUllDiW 0Rt0l'llll'ml ~~_ fVQOI'OI:Rl4~ .- !: __ ,_.0..:___ "'arFOIe9'c....." HOSPl1JU.: 8/20/1913 :"'st ~ck, _0 __ 0 aTY. .1'Wl"OFDERH NAME"''''''-'OOO-__'''''-' """"""'''''''' I Cumberland Carlisle. ~~.:::.'::'==r Ilachine o~erator rel indilst OECI!IlEHT'SWM.JNBADlIM.(Slre&~"'lIpCodtl l!DlNt'S 801 north Hanover street ~NCE Carlisle, Fa 17013 Oll:::::- .. l'iIIIl>ER'$HAME{f"IIC._...... '''' .. - -.. CUmberland ....., lND ::.-=:--= MOTHEW.fWII!............"'->........ LYDIA S. NAGLE 1NFClflMANT'S 0.-.."'. c-. 7 Pine street Dillisbur OF _NIoM'" ~ C1f0lNr'" zion's Carlisle ,ra..- BENAVIL MOHL fiIFClflMN'(T"SNoWE(frJ*PIWI NIoMENflJADOAUtOF- s. ...... , pa 17019 -",... Turnpike ARNOLD R. MOHL , 1 IIQlE ......"'- ~ ,? 'J- ........ , -J... ...0 ......"'- -'... .I!!l """. C::-~~~-=- \ . -- ----.. """"""""........ """'" ."'..... ""......... ......"'- -......... ......."....... --....... .Ill ...0 .0 - ....... -- lilt o o - -- o o o 'VoCl!OI'lNJUft'l""IlarnII,-'_'-Y.oflloe N. lIoIIdlrIg,_lSlMoIwI - ...o~ .-- ~. ~_lIe~ - ~~.,..,- ~1'fft"SICWIl~~_d"""_~~"'pI____~_221 .._,...."'/IIr~-----..--.-~--_--......,............................ a " .a ~ INCIW"AHOCIInFflNQI'H't'SfCYM.,.",......toorollO~__cIIliIY""Ol:l_"'...., ___",,,,,~_...___..._._._plM.,,,,,,_,,"_.-(I)_m_"_""". .............. -.tMCA1. DAMINIAICOROHl!ft On...__of..amloWflon.llllUfI/IlnlrHtifat......lnmyop"'lon.d.etfloccurred......llme.chI1.......pf_.1OllI...1OlM~I..... ---_................ ......................,...................................... ". . . o LAST WILL AND TESTAMENT I, MINNIE E. WAGNER, of the Township of West B swick, County of Schuylkill, and Commonwealth of Pennsylvania, lare this to be my last Will and revoke all Wills previously e by me. FIRST: I direct that all my legally enforceab debts and funeral expenses shall be paid from my residuary est , as soon as practicable after my decease, as part of the exp e of the administration of my estate. SECOND: I give and bequeath all my butchering uipment to my nephew, ARNOLD R. MOHL, if he survives me. THIRD: I give and bequeath the sum of two tho nd dollars ($2,000.00) to the LUTHERAN CONGREGATION OF ZION' RED CHURCH, of West Brunswick Township, Schuylkill County, It is my desire that this pecuniary beque Pennsylvania. be usee for its building fund. Should my remaining estate, after pay nt of FOURTH: all expenses and taxes and specific bequests set forth a ve be ir an amount of eighteen thousand dollars ($18,000.00) or m e, I direct that it shall be distributed as follows: A. I give and bequeath the sum of one thou san dollars ($1,000.00) to each of my following-named nephews a nieces, if they survive me: (1) (2 ) (3) (4) ( 5 ) ( 6) (7) (8 ) ( 9) (10) ( 11) HELENA McEWEN JOHN MOHL, JR. JOAN FORRY MARLENE SCHLIMME DAWN ONUSHKO CLYDE LONG MOHL CLEO WARD VERNA LEONARD HOWARD R. MOHL CLAIRE SMITH CAROLYN YONCHUK B. I give, devise and bequeath the residue of y estate, of every nature and wherever situate, to my ephew, -1- ,,,<,,, r ,:~ ARNOLD R. MOHL, if he survives me, otherwise to his i e, per stirpes. FIFTH: Should my remaining estate, after paymen of all expenses and taxes and the specific bequests set forth in Paragraphs SECOND and THIRD above be in an amount of less an eighteen thousand dollars ($18,000.00), I then give, devis and bequeath the residue of my estate, of every nature and whe ver situate, to my nephew, ARNOLD R. MOHL, if he survives me, otherwise to his issue, per stirpes. or payable by reason of my death, and interest and penalti SIXTH: All estate, inheritance and other taxes, "mposed thereon, with respect to all property comprising my gross tate for death tax purposes, whether or not such property pass under this Will, shall be paid from the principal of my general state, as if all such taxes were administration expenses, wi thou apportionment or right of reimbursement. I authorize my (or his successor named herein) to pay all such taxes at or times as he deems advisable. ecutor ch time SEVENTH, 1 authorize my Executor (or his succe or named herein) to exercise the following powers, in addit" to those given by law, to be exercised in his sole discreti (a). To invest in all forms of property, incl stocks and common trust funds, without restriction investments authorized for Pennsylvania fiduciaries without regard to any principle of diversification (b). To repair, alter, improve or lease, for of time, any real or personal property, and to give for leases. (c). To sell at public or private sale, or to any real or personal property, and to give options or exchanges. (d). To borrow money from any person, and to or pledge any real or personal property. (e). To compromise claims. (f). To make distribution in kind. -2- "'...... l ~,.,... ing and risk. y perio' ptions xchange r sales rtgage EIGHTH: I appoint my nephew, ARNOLD R. MOHL, E cutor under this Will. Should he, for any reason, fail to qual' y or cease to act as such during the administration of my esta , I appoint my grandnephew, RONALD A. MOHL, Executor under th Will to act with the same duties, powers and discretion as if originally appointed. No Executor named herein shall be required to e er bond or furnish sureties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand nd seal this 18th day of August, 1995. '}/4. A~~-' 1/ r:. Minn"ie E. Wagner 71/ ilJ /Yllil J EAU SIGNED, SEALED, PUBLISHED and DECLARED by the above-named MINNIE E. WAGNER, as and for her last Will an Testament, in the presence of us, who, at her request, in er presence and in the presence of each other, have hereunto subscribed ou~ames as witnesses. -6-'0 l ~7 ~~y 17961 PA 17961 -3- ,'.... ...," CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: FileNo: Minnie E. Wagner October 9,2002 2002-00938 To the Register: I certifY that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 4, 2002: Nllim\ Address Zion's Evangelical Lutheran Church c/o 217 Maple Blvd., Deer Lake, Orwigsburg, P A 17961 Helena McEwen 1177 Elverson Road, Morgantown, P A 19543 P.O. Box II, Elverson, PA 19520 John Moh!, Jr. Joan Forry Marlene Schlimme 50 East Pershing Avenue, Lebanon, PA 17042 Dawn Onushko 2046 Little Conestoga, Elverson, P A 19520 Box 295, Elverson, P A 19520 Clyde Long Mohl 98 Lakeside Bible Church, P.O. Box 9220, Bemus Point, NY 14712 Cleo Ward 804 South Adams Street, Havre De Grace, MD 21078 Verna Laird 68 Crestview Drive, Pottsville, P A 1790 I Howard R. Moh! 1376 Ironwood Street, Woodbridge, VA 22191 3 Heather Lane, Reading, PA 19601 40] Oak Street, Port Carbon, P A 17965 Claire Smith Carolyn Y onchuk Arnold R. Moh] 7 Pine Street, Dillsburg, P A 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. ~k -( ~~l Bruce L. Waltman, Esquire 226 South Liberty Street P.O. Box 303 Orwigsburg, PA 17961-0303 (570)366-0561 Date November 4. 2002 . : Signature Name Address '.', i Telephone Capacity: Personal Representative ..lL Counsel for Personal Representative Susan Kester C hie! D.p.', OFFICE OF THE REGISTER OF WILLS SCHUYLKILL COUNTY PENNSYLVANIA '* GEORGE A. URITIS REGISTER OF WILLS AND CLERK OF THE ORPHANS COURT 401 N 2ND ST POTTSVILLE PA 17901-2520 October 16, 2002 Cumberland County Register of Wills Attention: Anne 1 Courthouse Square Carlisle, PA 17013 c j'" INRE: ESTATE OF MINNIE E WAGNER, deceased ~ -.J Dear Anne: -J Enclosed please find the following: 1) Petition for Probate and Grant of Letters (oath administered in Schuylkill County); 2) Estate Information Sheet; 3) Death Certificate; 4) Original Will; and 5) Schuylkill County's witness form. Also enclosed is a check in the amount of $229.00 which represents your probate fee. Please forward the Grant of Letters and six (6) short certificates to Attorney Bruce L. Waltman, P.O. Box 303, 226 South Liberty Street; Orwigsburg, PA 17961-0303. If anything further is needed, please contact Attorney Waltman directly. Very truly yours, 0/~.~ Susan Kester, Chief De~egister of Wills Enclosures cc: Bruce L. Waltman, Esquire f IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXECUTOR KNOW ALL MEN BY THESE PRESENTS THAT ZION'S EVANGELICAL LUTHE CHURCH, c/o 217 Maple Boulevard, Deer Lake, Orwigsburg, Pennsylvania 17961, legatee under e Will of Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsyl 'a, who died on October 9, 2002, does hereby acknowledge that it has this day had and received of and m Arnold R. Mohl, executor of the Estate of the said Minnie E. Wagner, deceased, the sum of $2,000 to which it is entitled under the Will of Minnie E. Wagner, deceased. And therefore the said Zion's Evangelical Lutheran Chruch, c/o 217 Maple Boulevard, Dee ke, Orwigsburg, Pennsylvania 17961, does by these presents remise, release, quit-claim and forever d' arge the said Arnold R. Mohl, his heirs, executors and administrators, of and from the said legacy, and nd from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by son thereof, or of any other act, matter, cause or thing whatsoever. 4/ IJI/ In Witness Whereof, the said legatee has executed this release this ',:' day of ' t ~,l i/ in the year of our Lord two thousand and two (2002). ZION'S EVANGELICAL LUTHERAN CHURCH BY: ( AL) ,rj- IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXECUTOR KNOW ALL MEN BY THESE PRESENTS THAT I, HELENA McEWEN, legatee under t Will of Minnie E. Wagner, deceased, late of the Borough of Carl is Ie, Cumberland County, Pennsylvania ho died on October 9, 2002, do hereby acknowledge that I have this day had and received of and from old R. Mohl, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$l,OOO.OO to hI am entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Helena McEwen, do by these presents remise, release, quit-claim and ever discharge the said Arnold R. Mohl, his heirs, executors and administrators, of and from the said Ie and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever r or by reason thereof, or of any other act, matter, cause or thing whatsoever. In Witness Whereof, the said legatee has executed this release this j,s '- day of ,z.;v-e .-<---./ in the year of our Lord two thousand and two (2002). 7~&N_'~/ J}J(. [~~ v_/ Helena McEwen . ( AL) IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXECIITOR KNOW ALL MEN BY THESE PRESENTS THAT!, JOHN MOHL, JR., legatee under th ill of Minnie E. Wagner, deceased, late ofthe Borough of Carlisle, Cumberland County, Pennsylvania, died on October 9, 2002, do hereby acknowledge that! have this day had and received of and from Arno R. Moh!, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,OOO.OO to whi am entitled under the Will of Minnie E. Wagner, deceased. And therefore! the said John Moh!, Jr., do by these presents remise, release, quit-claim and fi ver discharge the said Arnold R. Mohl, his heirs, executors and administrators, of and from the said leg and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever r or by reason thereof, or of any other act, matter, cause or thing whatsoever. In Witness Whereof, the said legatee has executed this release this 1.1- day of ;'VC' A- '(', /" in the year of our Lord two thousand and two (2002). --, ~. John Moh!, Jr. ( AL) II IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXECUrOR KNOW ALL MEN BY THESE PRESENTS THAT I, JOAN FORRY, legatee under the Wi Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, on October 9, 2002, do hereby acknowledge that I have this day had and received of and from Amo Mohl, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,OOO.OO to whi am entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Joan Forry, do by these presents remise, release, quit-claim and forev discharge the said Arnold R. MoW, his heirs, executors and administrators, of and from the said leg and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, r or by reason thereof, or of any other act, matter, cause or thing whatsoever. In Witness Whereof, the said legatee has executed this release this l.1 day of in the year of our Lord two thousand and two (2002). '.' '\. r. trtt I~ (j n Forry ( ) . IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXECUTOR KNOW ALL MEN BY THESE PRESENTS THAT I, MARLENE SCHLIMME, legatee u the Will of Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsyl who died on October 9, 2002, do hereby acknowledge that I have this day had and received of and Arnold R. Mohl, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,OOO to which I am entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Marlene Scblimme, do by these presents remise, release, quit-claim a forever discharge the said Arnold R. Mohl, his heirs, executors and administrators, of and from the d legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands w ver, for or by reason thereof, or of any other act, matter, cause or thing whatsoever. In Witness Whereof, the said legatee has executed this release this /.:;z day of in the year of our Lord two thousand and two (2002). - 7lJ&~U_i j/Jrtv~.~. Marlene Schlinliile s-,.1...A- ( ) IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 REI,EASE TO EXECUTOR KNOW ALL MEN BY THESE PRESENTS THAT I, DAWN ONUSHKO, legatee under t And therefore I the said Dawn Onushko, do by these presents remise, release, quit-claim and ver ill of Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvani died on October 9, 2002, do hereby acknowledge that I have this day had and received of and from R. Mohl, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,OOO.OO to am entitled under the Will of Minnie E. Wagner, deceased. discharge the said Arnold R. Mohl, his heirs, executors and administrators, of and from the said leg and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, r or by reason thereof, or of any other act, matter, cause or thing whatsoever. '-f{ In Witness Whereof, the said legatee has executed this release this /.J.. day of .l,-,w i, ~ .' ~c in the year of our Lord two thousand and two (2002). !. (\. r ~) . 'I , 2:: !:'AA"'-' IJ '1"-A..J~J/..>4l Dawn Onushko ( ) IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXECUTOR KNOW ALL MEN BY THESE PRESENTS THAT I, CLYDE LONG MOHL, legatee und he Will of Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsyl 'a, who died on October 9, 2002, do hereby acknowledge that I have this day had and received of and Arnold R. MohI, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,OOO to which I am entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Clyde Long Mob\, do by these presents remise, release, quit-claim an forever discharge the said Arnold R. MohI, his heirs, executors and administrators, of and from the legacy, and of and from an actions, suits, payments, accounts, reckonings, claims and demands wha ver, for or by reason thereof, or of any other act, matter, cause or thing whatsoever. In Witness Whereof, the said legatee has executed this release this '1 r<. day of tV. ove..., 10 in the year of our Lord two thousand and two (2002). & ';1/); Cl;~ ohI I ( L) IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 REI,EASE TO EXECUTOR KNOW ALL MEN BY THESE PRESENTS THAT I, CLEO WARD, legatee under the Wil f Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, died on October 9, 2002, do hereby acknowledge that I have this day had and received of and from Arno R. MoW, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,OOO.OO to whi am entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Cleo Ward, do by these presents remise, release, quit-claim and forev discharge the said Arnold R. MoW, his heirs, executors and administrators, of and from the said Ie and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, r or by reason thereof, or of any other act, matter, cause or thing whatsoever. In Witness Whereof, the said legatee has executed this release this 9;:5 day of If};, d . in the year of our Lord two thousand and two (2002). ~ /J;, /JaA-lL- Cleo Ward ( ) .',>; IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 REI,EASE TO EXECUTOR KNOW ALL MEN BY THESE PRESENTS THAT I, VERNA LAIRD, legatee under the Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, w on October 9, 2002, do hereby acknowledge that I have this day had and received of and from Arno MohI, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of $1 ,000.00 to whi entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Verna Laird, do by these presents remise, release, quit-claim and fore discharge the said Arnold R. MohI, his heirs, executors and administrators, of and from the said leg and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, or by reason thereof, or of any other act, matter, cause or thing whatsoever. 4/0 vi In Witness Whereof, the said legatee has executed this release this J" day of 02. <1 d in the year of our Lord two thousand and two (2002). ') ,..--- ,0h~--a/ ~'A~_/ Vema Laird ~.___ ( ) IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXECUTOR KNOW ALL MEN BY THESE PRESENTS THAT I, HOWARD R. MOHL, legatee under Will of Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsyl 'a, who died on October 9, 2002, do hereby acknowledge that I have this day had and received of and Arnold R. Mohr, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,OOO. to which I am entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Howard R. Mob\, do by these presents remise, release, quit-claim and forever discharge the said Arnold R. MohI, his heirs, executors and administrators, of and from the legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands wha ver, for or by reason thereof, or of any other act, matter, cause or thing whatsoever. In Witness Whereof, the said legatee has executed this release this cr'~ day of M VZ;fll 12 in the year of our Lord two thousand and two (2002). ~~mJJ Howard R. Mohr (S ) IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXEClJTOR KNOW ALL MEN BY THESE PRESENTS THAT I, CLAIRE SMITH, legatee under the . lof Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, died on October 9, 2002, do hereby acknowledge that I have this day had and received of and from Arno Mohl, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,Ooo.OO to whi am entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Claire Smith, do by these presents remise, release, quit-claim and for discharge the said Arnold R. Mohl, his heirs, executors and administrators, of and from the said I and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, or by reason thereof, or of any other act, matter, cause or thing whatsoever. In Witness Whereof, the said legatee has executed this release this rt#. day of ~ ~ in the year of OUT Lord two thousand and two (2002). a~j. .~ ~;B,./ Claire Smith ( ) IN RE: The Estate of MINNIE E. WAGNER, deceased Cumberland County Register of Wills File No. 2002-00938 RELEASE TO EXEClJTOR KNOW ALL MEN BY THESE PRESENTS THAT I, CAROLYN YONCHUK, legatee un the Will of Minnie E. Wagner, deceased, late of the Borough of Carlisle, Cumberland County, Pennsyl .a, who died on October 9, 2002, do hereby acknowledge that I have this day had and received of and Arnold R. Mohl, Executor of the Estate of the said Minnie E. Wagner, deceased, the sum of$I,OOO. to which I am entitled under the Will of Minnie E. Wagner, deceased. And therefore I the said Carolyn Y onchuk, do by these presents remise, release, quit-claim an forever discharge the said Arnold R. MoW, his heirs, executors and administrators, of and from the legacy, and of and from all actions, suits, payments, accounts, reckonings, clairos and demands wha ver, for or by reason thereof, or of any other act, matter, cause or thing whatsoever. d<- In Witness Whereof, the said legatee has executed this release this f day of in the year of our Lord two thousand and two (2002). ~~. Carolyn Yon k (S ) ~ Inventory of the real and personal estate of MINNIE E. WAGNER deceased Cumberland County Register of wills File Nd. REAL PROPERTY NONE PERSONAL PROPERTY TOTAL PERSONAL PROPERTY ? 74 38, 9 99 17, 2 22 21, 6 31 :;, 5 13 6 70 19 84 89 $ 81 9 82 I. First Union National Bank Custom Checking Account No. 1014133743630 2. First Union National Bank 33 month Time Deposit Account No. 247402061152742 ($38,672.87); plus accrued interest ($177.]2) 3. M&T Bank Classic Checking Account No. 5308828 4. M&T Bank Certificate of Deposit Account No. 31003910918308 ($21,053.22); plus accrued interest ($3.09) 5. PNC Bank Checking Account No. 50-0100-0611 6. Brockie Pharmatech - refund 7. Blue Cross/Blue Shield - unearned premium 8. The Church of God Home - refund ~d4f Arnold R. Mohl, Executor COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: Arnold R. Mohl being duly Qualified according to law, deposes and says that he i~ thp p'xpC'tltnr of the Estate of late of Carli.~.le_Jto:rQ\lgh__ - ----- - Cumberland County, Pa., deceased and tha he within is an inventory made by _A:rn~ld R. Mohl, the said of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate ou I e the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair e as of the date of decedent's death. a notary public. January 7, f~'~'""'Ja.'~ xli 2003 ~~ Sworn and subscribed before me, 7 Pine Street Date of Death NoI8rI8I geaI __ M. McC1ure. Nolary lie Orwigstug Boro. SchuyIIdft Commis8lon ExpIres 8epl. 22. 2 ~_ 9t h Mmrdler, Pennsytvanta AFsociaf.oo otd'gi16be r Day Month Dillsburg, PA ]7019 Address 2002 Y..r INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. 00 '" '" ,.... >- ..., 0 " ..... w <>: ib ~ 00 "" ..... '" M >- W <( '" " '" c::: c.. ..... Z " u 0 0 0 v> <!> 0 " " " ".,Z 0 0 W W ~ l-o a '" ctl "" .. "Q I l- I c.. 0 c.. e l:H N ..... ...J LL '" '" .... 0 Z <( 0 c.. .-< 0 LL ...J ctl :;:.... 0 w <( w '" QJ N 0 "" .-< ,;.. :>: <(l-o > Z '" '" - " Z 0 H 'M c 0 a z .-< " ,.., u v> Z Z l-o 0 ci '" U Z w <( H ctl - QJ QJ c.. ;:;: u ..., " a c " QJ '" l-o l-o - -.: '" ... 0 " " .D ..., -" '" " E - ..! 0 '" " 0 ..: ...J U u: III '" y., BRUCE L. WALTMAN ATTORNEY AT lAW 226 SOUTH LIBERTY STREET P.O. BOX 303 ORWIGSBURG, PA 17961-0303 Telephone (570)366-0561 Fax (570)366-2838 January 7, 2003 Mary C. Lewis Cumberland County Register of Wills I Courthouse Square Carlisle, PA 17013 RE. Es~te:,f M~IE E. ~eased Re ist r of Will File N Dear Ms. Lewis: Enclosed please find the original inventory and duplicate set ofthe Pennsylvania Transfer Inheritance Tax return as well as the following checks: I. A check payable to the Cumberland County Register of Wills in the amount of $10.00 to file the inventory. 2. A check payable to the Register of Wills, Agent in the amount of $11,691.02 to cover the Pennsylvania Transfer Inheritance tax. Thank you. Very truly yours, ,~~( -( w;/~ Bruce L. Waltman BLW/alc Enclosures pc: Arnold R. MoW ~~,. - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 28060' HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTAT OFFICIAL RECEIPT WALTMAN BRUCE l ESQUIRE 226 SOUTH LIBERTY STREET ORWIGSBURG, PA 17961 nnnd fold ESTATE INFORMATION: SSN: 161-01-8600 FILE NUMBER: 2102-0938 DECEDENT NAME: WAGNER MINNIE E DATE OF PAYMENT: 01/08/2003 POSTMARK DATE: 01/07/2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/09/2002 TOTAL AMOUNT P REMARKS: BRUCE l WALTMAN ESQUIRE CHECK# 109 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS , REV-1 162 EX(1 1 I E TAX NO. CD 0020L ACN SSESSMENT AMOUNT CONTROL NUMBER - _n~ 101 I $11,691.02 I I I I I I I I AID: $11,691.02 DONNA M. OTTO DEPUTY REGISTER OF WillS A RfV.lIl1lOEX(e.OO) ~ II! COMMONWEAl1H OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17121>-0601 Renister of wills File No. REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 2002-00938 t.. \\ q5 FILE NUMBER 2 1 - 0 2 c"iiiM-vcaoE -~ SOCIAL SECURIlY NUIISER 161-01-8600 THII RlT\JRN MUST B! FiLeD IN DUPLlCAT! WITH TH! REGISTER OF WILLS SOCIAL SECURITY NUMBER 1 o 9 3 8 - dER- - - o 3. Remainder Return ,_ of'" ptIcItlCl 12.1U2j o 5. FlCleraI E_ Tox Retum Required ...Q S. ToIIIl Number of ll8Io DopooUoXII o II.EIoclklnlolllxundlrSec.9113(A)_"01 Cumberland County ... Z W Q W (,) W Q DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL} WAGNER, MINNIE E. DATE Of DEATH (MM.DD.YEAR) DATE OF BIRTH (MII.DD.YEAR) October 9, 2002 August 20, 1913 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I!j 1. D<I\1Ine1 Return o 4.Llnlecl EtllIle I!j 6. Decedont D~ To_ _""'."1 o 9. Lllgatlon Procoods Roooll'ecl o 2. SUpp\omonta\ Rotum 048. FutlJr.lnterntCompromlle(_oflllltt*12.12-82) o 7. Qocodont MolntoolClo Living TNOt _ "'" .T'""I o 10. SpooISI PovertY Credlt_oftfed1b1MtM1U1-811l1C11,Hl6l I NAME Bruce L. Wa~man, Esquire FIRM NAME ,,_, COMPLETE MAILING AllORESS 226 South Liberty Street P.O. Box 303 OlWigsburg. PA 17961-0303 TELEPHONE NUMBER (570) 366-0561 z o ~ ::) l: ~ l.flooI~(ScI1lC1uIoA) (I) 2. SIocI<s and Bonds (ScI1lC1uJo B) (2) 3. ClooeIy Hold Corporation, Pattnorohlp or SoIo-P'oprlolorahlp (3) 4. MortgaQIO & Notes Rooo..bIo (ScI1ecIulo 0) (4) 5. CIIIh. Bank OopooltJ & MIacoIJonoouo _ Properly (5) (ScheeluloE) 6. JoInt~ OWned Proporty (Sdladulo f) (6) o Soparata Billing Requootod 7. Inlar.VIvoa Tran" & MIacoIlanooul Non.probafl Proporly (7) (ScheeluIaGorL) I. Total 0.... _ (1oIa1 Unoa 1.7) 9. Funoral Eilpon... & Admolo1ratlva CoaI1I (ScI1lC1ulo H) (9) 10.lJobtaofOocodont,MortQagaUa~I!Ioa,&Llona(ScI1lC1uJoI) (10) II. Total DecluctJona(IoIaILlnoa9& 10) 12. NalYal.. 01_ (Llno 6 mouo Llno II) 13. Charltablo Ind GovammontolBoquoota/Sec 9113 Trum Iorwhlc/l an oIaclIon 10 Illx hat not boon modo (ScI1ecIuloJ) 14. NatYal.. Subjocllo Tn (L1na 12 mlnuo L1no 13) BEE INSTRucnONS ON RI!Y!R8! llOI! FOR APPLICABLe RAm z o ~ ... ::) Q, :Ii o (,) ~ 15. Amount of Loo 141llxab1ootthupouoallllx 0.00 x.O -2- rota, o,_ra under Sec. 9116 (a)(I.2) (IS) 16. AmountofLlnol41llxab1ootllnoalrota 0.00 x.o~ (16) 17. Amount 01 Loa 141llxab1ootalbll11ll rota 0.00 x .12 (17) 18. AmountofLlno14_otcollotoralrota 82.042.24 x .15 (\6) 19. TIX Due (19) 20.0 CHI r K f'f 1'1 II .f1)IJ {\f'r 1'1 UIIl ( lit/I, 1\ 1'1 f {ltdJ IJI l,tJ IjV! I I'fltr/lf tJ I 0.00 0.00 0.00 0.00 81,929.82 12,282..92 0.00 (6) 10,170.50 0.00 (11) (12) (13) (14) 94,212.74 10,170.50 84,042.24 2,000.00 82,042.24 0.00 0.00 0.00 12.306.34 12,306.34 Decedent's Complete Address: A RE Church of God Home -..,.----,-..----.,-,-----"--------"-----,.,----"-- _~_!lOLBorth HanoverStr,,~_ CITY Carlisle STA~- - PA ZIP J7013 Tax Payments and Credits: 1. Tax Due (pag.lline 19) 2. CreditaJPayments A. Spousal Poverty Credit B. Prior Payments C.Disoounl (1) 12,306.34 _~_ 0.00_ --~.Qli~ 615.32 ---,'- _..-.--- TOlaJ Credits(A+ B+ C) (2) 12,306.34 3. IntsletltIPenaity Wapplicable 0.1_ E.Penaity 0.00 _..,___________,__._..'_____n'_______ 0.00 Total interastlPenally ( 0 + E ) 4. II Line 2 is grea"" than Una 1 + Line 3, enIar th. difference. This is the OVERPAVMENT. Check box on Page 1 Un. 20 to roquelt . muncl A. En"" the inlsreal on the lax du.. (3) (4) (5) (5A) 0.00 0.00 0.00 0.00 5. ~ Une 1 + Una 3 is greatar than line 2, enter the difference. This is the TAX DUE. B. EnIar the Iolal of Une 5 + SA. Thi. is the BAlANCe DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent mak. a transfer and: V.. No a. relain the usa 01 income of th. property transl.rred;.......................................................................................... 0 {l!I b. relsin the right to designate who lhall 08. the property InInsterred or its lneoma; ............................................ 0 e c. retain a reversionary inler88t; 01.......................................................................................................................... 0 :till d. receive the promlae for I~. of allher payments, benefits or cere? ...................................................................... 0 tllI 2. ~ death occurred after Oecernber 12, 1982, did decedent transfer property within one year of death without racalvlng adequate consJderation? .............................................................................................................. 0 t1lI 3. Did decedent own an "in tnJlIt for" 01 paysbl. upon death bank account or security at his or her daath? .............. 0 t1lI 4. Did dacedant own an Individual RetiramenlAccounl, annuity, or other non-pmbate plOperty which ccnlains a bensficiary da.ignalion? ........................................................................................................................ 0 t1lI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties ofperjuty, I declare tl'tatl /TaveeKanin<<lllls rsltl'n, illt;;Wngaccompan)o1ngSJ:hedvlesand stal8n>>nts, and 10 the best of my knl7Medge Md belief, it is lrue, correct and ccmplete. Declaration of preparer other than the periOnal representative is based on alllnformatkm ofwhictl preperer has any kl'lO\WJdge. 0.00 ~G~~~?r~NC!JIEJljR~ ~4A ~~ ~~ eo/b!L DATE II 7/2003 7 Pine Street, Dillsburg, Pennsylvania 17019 SIGNA~:"PREf~RESENTATIVE AODR 226 South Liberty Street, P.O. Box 303, Orwigsburg, Pennsylvania 17961-0303 DATE II 7/2003 For dotes oldeath on or sfltr July I, 1994 and befora J.llIJIIry I, 1995, tlla tax rata impoled on tho nol volO8 oftransf... to or for the u.. of the .urviving .pou.. ~ 3% [72 P.S. 59116 (s) (1.1) (i)l. For d.le. of death on or .1Ier J.nu.ry 1. 1995, tho !Ix rata Imposed on tho not value of InInsf.l1to or for the u.. 0' the survMng spou.. is 0% [72 P.S. 591161.) 11.1) (U)~ Tho Slatuta doe. nnloxemnt . lransfor to a .urvivln9 spouso flOm I.x, and Iho slatutory requiremonts for di.closure of ....IB ond flUng 0 IBx rolum sro still .ppllcabl. ov.n Ii Iha .urvlvlng spOU81 is Iha only beneflCiaty. For dot.. of do.th on or .1Ier Juiy 1, 2000: The !Ix rata impo..d on the n.t v.lu. of InInsfol1 110m s docell8d child lWsnty-o"" yeal1 0/ ago or youngar a' death to or for IIla usa of . natural parent, .n adoptlvo p.rent, or s .Iopp.rent 01 lho chUd ~ 0% [72 P.S. 19116(.)(1.2)1 Tho !Ix reta impoled on tho net v.lue of ~an.fo.. to or for Iha u.. 0/ tho decod.nt'. Un..' bon.flciaria.l. 4.5%, oxcept as not.d in 72 P.S.19116(f.2) [72 P.S.19fl6(.)(f)l. TIla tax rata Imposed on Ill. "'" value of tra""tal1to or for th. u.o of tho decedonl's .ibUng. is 12% [72 P.S. 59116(a)(1.3)). A .lblin9 is deflned, und., Secllon 9102,.. .n Indlvidusl who has at Iea.t on. parent in ccmmon wiih 111. daeadanl, whlth.r by blood or .doption. REV-,ooe ex. (6.....) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHIDUU I CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Wagner, Minnie E. Include the proceeds 0I11Iiga1ion and the _the proceeds were received by the _. All ~ JoInlIJ_od _ rtgIIlvl.._hIp ..lIItbo _ on _. F. FILE NUMBER 21-02-0938 ITEM NUMBER I. DESCRIPTION First Union National Bank Custom Checking Account No. 1014133743630 VAlUE AT DATE OF DEATH $ 527.74 2. First Union National Bank 33 month Time Deposit Account No. 247402061152742 ($38,672.87); plus accrued interest ($177.12) 38,849.99 3. M&T Bank Classic Checking Account No. 5308828 17,872.22 4. M&T Bank Certificate of Deposit Account No. 31003910918308 ($21,053.22); plus accrued interest ($3.09) 21,056.31 5. PNC Bank Checking Account No. 50-0100-0611 3,135.13 6. Brockie Pharmatech - refund 176.70 7. Blue Cross/Blue Shield - unearned prerniwn 119.84 8. The Church of God Home - refund 191.89 TOTAL (Also enler on line 5, Recapitulation) $ (K more space is needed. inse~ _...1 s_ 01 the ...... size) 81 929.82 ''''''''''0';''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE IDENT DE E NT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Wagner, Minnie E. FILE NUMBER 21-02-0938 U In _ _ modi joint wfthln ono ~Ir 01 thl _Inri _ 01_. ft mUlt be Ilpool1d on Schldule G. SURVlVING JOINT TENANTIS) NAME ADDRESS RElATIONSHIP TO DECEDENT A Arnold R. Mohl 7 Pine Street DilIsburg, PA 17019 Nephew B Theresa M. Mohl 7 Pine Street DilIsburg, P A 17019 Niece by marriage JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY "OF DATE OF DEATH ITEM FOR JONT MAIlE Include name aftlnanci81 institullan and bri accounl nurrber or similar IdBntifying nuniJer. Attach DATEOfDEATH DECO'S VALUE OF NUMBER TENANT JOINT _forjoln1ly"'~reeI""~ VAlUE OF ASSET INTEREST DECEDENT'S INTERE! 1. A& 6/1997 Waddell & Reed Account No. 27157767/628 B consisting of5,467.175 shares of Waddell & Reed Advisors High Income Fund A at $6.74 per share $36,848.76 1/3 $12,282.92 TOTAL (Also enter on line 6. Recapitulation) $ 12,282.92 (II more space is needed, inse~ add~ional sheets oIille same size) Rf.V..l111 EXo11U1l* COMMOfIVCALTHOIF ~VNM ~_"TIMN _1_1 __"'M. H FUNEIAl_ ,a ISIS .. ADMIISlIAlM COS15 ESTATE OF FILE NWBER Wagner, Minnie E. _oI__IIo-'"<l..._.lt 21-02-0938 ITEM NUMBER DEllCRlPTION AMOUNT A. 1. Funeral Expenses: Hamilton Funeral Home, Inc. - funeral $ 5,757.50 B. Administrative Costs: 1. Personal Representative's Commissions Name Social Security Number Street Address City, State, Zip Year Commission Paid: 2. Attorney Fees Bruce L. Waltman (5%) 4,096.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City, State, Zip Code Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills - probate fee 229.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 8. 9. 10. Ann Marie Riegel - fee for authenticating Testatrix's signature on will Schuylkill County Register of Wills - fee for obtaining subscribing witness's oath Cumberland County Register of Wills - file twelve releases Cumberland County Register of Wills - file ioventory 15.00 15.00 48.00 10.00 1m . . -~ ...- TOTAl (Also on18r on One 9. Rec8pUuI8tion) I (W"""",_I,_.lnoIIl___rtllho....oIal 10,170.50 ...~u<X.,,'" '* COMUONWEALTH OF PENNSVlVAliIA INHERITANCE TAX RETURN P1\GE I OF SCHEDULE J BENEFICIARIES ESTATE OF Wagner, Minnie E. FIlE NUMBER 21-02-0938 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not LIst Trusteo(l) OF ESTATE J. TAXABLE DISTRIBUTIONS (include uutright spousal distributions) I. HELENA McEWEN 1177 Elverson Road Morgantown, PA 19543 Niece $ 1.000.00 2. JOHN MOHL, JR. P.O. Box II E1verson, P A 19520 Nephew $1,000.00 3. JOAN FORRY 50 East Pershing Avenue Lebanon, PA 17042 Niece $1,000.00 4. MARLENE SCHLlMME 2046 Little Conestoga Elverson, PA 19520 Niece $1,000.00 5. DAWN ONUSHKO Box 295 Elverson, P A 19520 Niece $1,000.00 ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. NONE $ 0.00 1. B. CHARJT ABLE AND GOVERNMENTAL DISTRIBUTIONS Lutheran Congregation of Zion's Red Church c/o Nancy Bigg, 217 Maple Boulevard, Orwigsburg, P A 1796] $ 2,000.00 TOTAL OF PART n . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space Is needed, Insert addltlanal sheels 01 the same size) 2,000.00 RFJ.151U'1l.1'.9t) ESTATE OF *' PAGE 2 OF SCHEDULE J BENEFICIARIES FILE HUMBER 21-02-0938 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NT Wagner, Minnie E. RELATIONSHIP TO DECEDENT Do Not Lilt Tru~) AMOUNT OR SHARE OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY J. 6. 7. 8. 9. 10. ]1. 12. TAXABLE DlSTRlBUTIONS Onclude outright spousal distributions) CLYDE LONG MORL 98 Lakeside Bible Church P.O. Box 9220 Bemus Point, NY ]4712 CLEO WARD 804 South Adams Street Havre De Grace, MD 21078 VERNA LAIRD 68 Crestview Drive Pottsville, PA 17901 HOWARD R. MOHL 1376 Ironwood Street Woodbridge, VA 22]91 CLAIRE SMITH 3 Heather Lane Reading, P A 1960 I CAROLYN YONCHUK 401 Oak Street Port Carbon, PA ] 7965 ARNOLD R. MORL 7 Pine Street Dillsburg, P A 17019 NOTE: Decedent's butchering equipment bequeathed in Paragraph SECOND of her will was given to her nephew several years prior to her death. Nephew $1,000.00 Niece $] ,000.00 Niece $1,000.00 Nephew $1,000.00 Niece $1,000.00 Niece $1,000.00 Nephew Entire residual estate ,);.~- Q -....,,-.--- _. - ~ Q o t.~ i'~ } LAST WILL AND TESTAMENT I, MINNIE E. WAGNER, of the Township of West Brunswick, County of Schuylkill, and Commonwealth of Pennaylvania, declare this to be my last Will and revoke all Wills previously made by me. FIRST: I direct that all my legally enforceable debts and funeral expenses shall be paid from my residuary estate, as soon as practicable after my decease, as part of the expense of the administration of my estate. SECOND: I give and bequeath all my butchering equipment to my nephew, ARNOLD R. MOHL, if he survives me. THIRD: I give and bequeath the sum of two thousand dollars ($2,000.00) to the LUTHERAN CONGREGATION OF ZION'S RED CHURCH, of West Brunswick Township, Schuylkill County, Pennsylvania. It is my desire that this pecuniary bequest be used for its building fund. FOURTH: Should my remaining eatate, after payment of all expenses and taxes and specific bequests set forth above be in an amount of eighteen thousand dollars ($1B,000.00) or more, I direct that it shall be distributed as follows: A. I give and bequeath the sum of one thousand dollars ($1,000.00) to each of my following-named nephews and nieces, if they survive me: (1) HELENA McEWEN (2) JOHN MOHL, JR. (3) JOAN FORRY (4) MARLENE SCIlLIMME (5) DAWN ONUSHKO (6) CLYDE LONG MOHL (7) CLEO WARD (8) VERNA LEONARD (9) 'HOWARD R. MOHL (10) CLAIRE SMITH (11) CAROLYN YONCHUK B. I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my nephew, -1- . .'~ ( l ~,...' ..~~ .-~i'ii"^~---"-' . ~ '.0 - ..,.,.----,.... -------...-, --- ---------.~---- -. '-.../ ARNOLD R. MOlIl, if he survives me, otherwise to his issue, per stirpes. FIFTH: Should my remaining estate, after payment of all expenses and taxes and the specific bequests set forth in Paragraphs SECOND and THIRD above be in an amount of less than eighteen thousand dollars ($18,000.00), I then give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my nephew, ARNOLD R. MOHL, if he survives me, otherwise'to his issue, per stirpes. SIXTH: All estate, inheritance and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from the principal of my general estate, as if all auch taxes were administration expenses, without apportionment or right of reimbursement. I authorize my Executor (or his successor named herein) to pay all such taxes at such time or times as he deems advisable. SEVENTH: 1 authorize my Executor (or his successor named herein) to exercise the following powers, in addition to those given by law, ~o be exercised in his sole discretion. (a). To invest in all forms of property, including stocks and common trust funds, without restriction to investments authorized for Pennsylvania fiduciaries, and without regard to any principle of diversification or risk. (b). To repair, alter, improve or lease, for any period of time, any real or personal property, and to give options for leases. (c). To sell at public or private sale, or to exchange any real or personal property, and to give options for aales or exchangea. (d). To borrow money from any person, and to mort~age or pledge any real or personal property. (e). To compromise claims. (f). To make distribution in kind. -2- (~1 '-.1' - <""-Ii.N" .i-'ii~'" ..'"]' ~ I:rr'l . --C' -...- __ ,.../ .-' EIGHTH: [ appoint my nephew, ARNOLD R. MDHL, Executor under this Will. Should he, for any reason, fail to qualify or cease to aet as such during the administration of my estate, I appoint my grandnephew, RONALD A. MOHL, Executor under this Will to act with the same duties, powers and discretion as if origil1nlly appointed. No Executor named herein shall be required to enter bond or furnish sureties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 18th day of August, 1995. .) r)' , (f t A/1~ 1./ (_. Minn'ie E. Wagner h/a;/YIhlJ (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above-named MINNIE E. WAGNER, as and for her last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed oU/1ames:as .6,,- L ~. Ck~~Y witnesses. Orwigsburq, PA 17961 Orwigsburq, PA 17961 -3- ("1 ..,' I ~K STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Register of Wills File No. Minnie E. Wagner October 9, 2002 2002-00938 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes x No 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: Not applicable. 3. If the answer to No. I is Yes, State the following: a. Did the personal representative file a final account with the Court? Yes No x b. The separate Orphans' Court No. (if any) for the personal representative's account is: Not applicable. c. Did the personal representative state an account informally to the parties in interest? Yes No x All pecuniary legatees have been paid and their releases filed. Tbe executor is the sole residual heir. d. Copies of receipts, release, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Telephone: ,~(~ Bruce L. Waltman, Esquire 226 South Liberty Street P.O. Box 303 Orwigsburg, PA 17961-0303 (570) 366-0561 Date: Marcil 3, 2003 Signature Name: Address: Capacity: x Personal Representative Counsel for Personal Representative J/}-tJ6-- 7 '\; BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLDlIANCE DR DISALLDIIANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-03-2003 WAGNER 10-09-2002 21 02-0938 CUM8ERLAND 101 j,.., BRUCE L WALTMAN ESQ 226 S LIBERTY ST PO BOX 303 oRWIGSBURG PA 17961 Yount R.nitt.d REW-ISUEX_F' -IS) MINNIE E MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... iiE"Y=is4"rEiCAFP-foFoiY-NiiricniF-YliiiE'Rii'ANcn:'Ii'n'-PPRA"iSEifEN;"~--Ai.LOWANCE-iii----------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WAGNER MINNIE E FILE NO. 21 02-0938 ACN 101 DATE 03-03 003 TAX RETURN liAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 Est.t. (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule OJ s. C.shlBank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Total Assets ) CHANGED (1) (2) (3) (4) IS) (6) 17l .00 .00 .00 .00 81. 929.82 12.282.92 .00 IB) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule HI 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Ch.ritabl./Gov.r~ental Bequests; Non-elected 9113 Trusts (Schedule ~) 14. Net Value of Estate Subject to Tax (9) (10) 10,170.50 NOTE: To insur credit to your suNi t the upp of this for. " tax payment. proper ccount, portion h your .00 Ill) (12) (13) (14) 94,212 74 NOTE: If an assessment was issued previOUSlY, lines 14, 15 and/or 16, 17, 18 and 19 ill reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: lS. Amount of Line 14 at Spousal rat. (15) .00 X 00 = 0 16. AoIount of Line 14 taxable .t Lin..l/Class A rat. (16) .00 X 045 = 0 17. AlIDUl'lt of Line 14 .t SibU"lI r.t. 117l .00 X 12 = 0 lB. Aaount of Line 14 taxabl. at Collat.ral/Class Brat. (18) 82,042.24 X 15 = 12,306 4 19. Principal Tax Due (19)= 12,306 4 AX TS: . NUI1BER CD002024 INTEREST/PEN PAID 1-) 615.32 DATE 01-07-2003 AItDUNT PAID 11,691. 02 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 12,306.3 .0 .0 .0 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIO .)