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Home My WebLink About02-0946 PETITION FOR PROBATE and GRANT OF LETTERS ()'l-D~ -q'lfo Estate of rnrnp 1 i 11':: V PiP;" ~p also known as Cornelius Vance Pease No. To: Register of Wills for the , Deceased. County of Cnmher land in the Social Security No. 1111-09 9942 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated . O.,.....,mb"r 7, 2001 and codicil(s) dated II/A named ,~- (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland hi" last family or principal residence at 217 Messiah Towu~p-1PI MA,...h;:ani,...~hnr9, P~nn~ylvania (list street, number and muncipality) 90 . October 5 2002 Decendent, then years of age, died ' ~ Messiah Village. Cumberland County. Pennsylvania 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: H/.lI,. . Decendent at death owned property with estimated values as follows; (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: None County, Pennsylvaniaiwith Villaqe, Upper Al en ,~ $ unknown $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary ~ ~ . o = . ~3 .~ ",. = -00 d"C C':1"'-:;:: 3~ .~ ~o :; = " u; "~-:;?;i;;:Z ..."" Ii. Rona.ld Pease 3636 Las Brisas Tallahassee. FL 32309 theron. . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ss COUNTY OF CUMBERLAND j '" 0;;. " '" - s:: ~ ~ No. 21-2002-0946 Estate of Corm>li"", V p",,,,,,,, "/k/" Cornelius Vance Pease . Deceased DECREE OF PROBATE AND GRANT OF LETTERS 1 AND NOW October 23rd. 2002 ~_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated December 7, 2001 described therein be admitted to probate and filed of record as the last will of Cornelius Va P~a~~aRk~ ("'nrnal;u9 Vance Pease and Letters Testamentary are hereby granted to N. Ronald Pease ~Q1!:~:'~~:'f.:f!!1j J4~ Deput. FEES Probate, Letters, Etc. ......... $18.00 Short Certificates( 4) . . . . . . . . .. $12.00 Renunciation ................ $ x-Pages (2) $ 6.00 JCP 5.UU TOTAL _ $ FiledOct.ober.;23.tQ;.,:2o.02.. S. ...1, .:!>.Q ATIORNEY (Sup. Ct. I.D. No.) Keith O. Brenneman, '47077 44 W. Main st:.. MpC'!h"nir"hnrg, PA ADDRESS 17055 (7171 f>q7-RE;7R PHONE ATTORNEY WILL PICK UP ON THURSDAY OCT 24th, 2002 Hl1l5_805 REV':!f86 This is to certify that the information hert' given is correctly copied from an original certificate of death duly filed with me as Local Re,gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent flling. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8606966 No. '1IIII'(~\1"'Orpli~~~__~ ".~~.........i1'.r.-' l~'-:-~--'-",-.. :a.\ I~I*. ..... ."., .:: 000:::' =' ... . #-ll '=1. r 1_, ~'-' -~~T i.:t:..~ ,*~,...",'.'!*I \.~~..-'-',- - -- 'A..~l "i:.~ . -- ~l '---}"4fENl ~\ 'to";.""., ---..."#",,,,,,11,,,11 f!M.4A-A'::P J;iL~ ~M Local Registrar Fee for this certificate, $2.00 (9'Q)~~ 7 JOtJ 9-- Date Hl05_143Aotot.lI61 TYPE/PRINT ,. PERMAN"NT BLACK INK W....EOFDECEOENTlF~Il..._.l_ .. AGEllaSl8i11h<lol'l utIDEfI1YEAft - .... 90 v... COUNT'I' OF DERH Cumberland OECEOl!NTlI\JS1JAlOCC\.lOAJlON l~~,,=::~::r COMMONWEALTH 01' PENNSYLVANIA. DEPARTMENT OF HEALTH. VfTAL RECORDS CERTIFICATE OF DEATH ~. SWiF'LiNUMllill SOCtAlSECURITYNut.lBEA '- "-.4Cf5+1 Male l. 181- 09 - .. IIIfITHl'L'<Cf.ICiI\Iand PlJoCEOFDERltlC_.,...,.... _.-...cIo<>rIOon__ ~"'F"'''''l''co....''vl I1OSPl'lllL Mechanicsburg. Pa I~_D E~'" 0 __0 ~!o RACE-............._,_._.C ._, ... White Upper Allen Twp. e~'cJ, 'IIlUDECEDENTEVEAIN USAA~EOFOllCES1 ..D ,...Dx OE OEHT'SEOUC,IiJ1(lH '-- (0-'21 SURVlVINGSI'Ol.JSE IK_.~........n_1 .. MNlITAl.SWU8._ --,~, -- 14. Widowed 17G.[k.w.__in IlppAr AllAn - '1 100 Mt Allen Drive Mechanicsburg, Pa. 11.. 1 OIOCEOEH1"SU1olUNGAOORESSlSl'M1, CityIbon.~, lIpcoGa\ 17055 DECEDENT'S ACTUAl. ~ESlDENCE ~- "''''111.._) .~~ " F,o(JHER"S NMtEIF.51._, l....) 'I ~ ^ o ^ < , " INFORNANrS_(T_"'inII METIiOOOf'D1SPOSlTION _Dxer-.D r-.,.....D ONrl$po<:ly> ... SlGNAlU OFFUNE Pa. In. 51"" .. - ........ Cumberland -..Np1 17111.0 :;"'-:-'=01 WOTHEA.S_IF...._,t.l_Sul.......1 , . Sallie Elizabeth Murray lNFOFIMANT'SI.WllNQAOORESSlSlrM.~.SlIlol>.~CorMl 3636las Brisas Tallahassee FL PlACEOf'D1SPOSITlON'_"'~'CNm&Iory lCX:RlOH.CiIytfo.n,$lM'.Z-",CoclIo ._- - Phillip Eli Pease N. Ronald Pease Aio_ffomSlllwD Chestnut Hill Cemetery _ANOAOORESSOFFACIUTY ". Mechanicsburg. Pa 17055 Oct 10. 2002 21... t FD-01266 -L =. M n ral Home Inc. 37 East Main Street Mechaolcsbul . Pa 1705 lICENSE_R ORES1GNEO lMotllhOay"""', 'k WIlSCASEAEFERREOTO~EKAI.lltoEfltCrJl'I(l,..eA1 ~O TIMEOf'OE,o(JH DATEPRQNOONCEOOEAOI"'"rr'h Day,"""') <>'00 24. I ... K. 27,.....ATI: En'..-I!>I__........."'<:amplicaI.....__I""ClI.lnDo""'.-llIe_of<tvinll.sucnnc...."""'....,.,.,IOtylrrMl._Cf"""'- liol<>nly"""'auu""..ch_ WEAEAUTlJPS'YFlNDlNGS ..............'" COMPLImOHOFCAlISE ~~'" , , ~O ...ii<I ~ .- 'iIIl__ 1-and- , , PART,: OIlIIorIiQlullc....."".-,.,.c"""_"""odNlhbul hlII~InI...~""'-_"'PNlTl ~F~~ I: ~~~,~ DUElO/ORASAC EOUENCEDf); DUElO/ORASACON$EOUENCEDf); IMNHER OF DEATH OIlfEOf'INJURY ...."""',O"~._l T1MlEOf'INJUflY IkllJRV lIS 'lVCIAK7 DESCRIBE NOW I~URY OCCUfIfIEO - 19 o o o o OPLACEOf'IN.JURV.""_,-._,lw;Oo:lty. ~...._'SI>oIc>I~1 _. ~_~_SloIII Hom_ ... 0 NoD P-..ulnvflllgalion ~ ~O SUicldl Co<IkI""'....s.I"""_ ~ _. - CPIT"IEAIC!1oc:1<"""'''''' .canlF'YlNGPH.,IIIQANIPn,..,.....CI<lIlyoro;)cau...ol__""""'..phl"'oC'''''nas~r'''''''''''''''oJdalh'.r'''cOln''''''OOIl'''''l:Jl lo__ot..,_.......____............col.Pcl...._,.._Id.... ~ :3 ~ o ~ l o .PIIDHOUHClNGANOCPlTIFYINGI'If1'IlCIANlf'h~'""_proro;x...,.....""""'''''''C...~lOc.......oloealhl T"....._olm'~,_.."""..'".."_._._plK'I.__Io....CII....'.llnd""'-'...._.. IGtUiIURE AND NUMBEA -MIEDlCAL UAMlHERICORDNIEA On 1.........01 ""....lIgdon endIor_.ltQlIlIon. In m,op_n,d"lh oc....IT.d.lIh. II..... d.le.and pJ... .,lnddlJ.to_.......(.j.nd -.................. ... R:EGIST bt. I ,J., I .;ll o LAW OFFICES SNELBAKER. BRENNEMAN 8: SPARE LAST WILL AND TESTAMENT 21-2002-946 I, CORNELIUS V. PEASE, of the Township of Lower Allen, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath the swn ofTen Thousand ($10,000.00) Dollars unto FIRST CHURCH OF GOD, presently located at 28 East Main Street in the Borough of Mechanicsburg, Cumberland County, Pennsylvania, absolutely. THIRD. I give and bequeath the swn of One Thousand ($1,000.00) Dollars unto each of my following named nieces who survive me: PATRICIA EMEL, and SANDRA RYNARD. FOURTH. I give and bequeath the swn of One Thousand ($1,000.00) Dollars unto my friend and former neighbor, namely, JEAN BElL, absolutely, if she survives me. FIFTH. I give and bequeath the swn of Five Hundred ($500.00) Dollars unto each of my following named friends who survive me: WILLIAM MAY, HELEN MAY, JAMES KUNTZ and GWEN KUNTZ. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situated, unto my son, namely, N. RONALD PEASE, absolutely and in fee simple, ifhe survives me. If my said son should not survive me, then and in that event, I give, devise and bequeath my said residuary estate in equal shares unto my grandchildren, namely, MARY-JO PEASE, JUDITH ANN McEVOY and SCOTT RONALD PEASE, share and share alike, absolutely and in fee simple. LASTL Y. I nominate, constitute and appoint my son, namely, N. RONALD PEASE, to be the Executor of this, my Last Will and Testament, but iff or any reason he should fail to qualifY as such Executor or cease so to serve, then and in that event, I nominate, constitute and LAW OfFICES SNElBAKER. BRENNEMAN Be SPARE appoint KEITH O. BRENNEMAN, Esquire, to be the Executor hereof, each and both to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, CORNELIUS V. PEASE, have hereunto set my hand and seal to this my Last Will and Testament, which consists oftwo (2) typewritten pages to each of which I have affixed my signature this 7th day of December, A.D. Two Thousand One (2001). T' zf2 // / ' [/~p//,.d7) ""- Cornelius V. Pease (SEAL) Signed, sealed, published and declared by CORNELIUS V. PEASE, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. tflnUvvL- ~g,~ -2- COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) We, CORNELIUS V. PEASE, KEITH O. BRENNEMAN, ESQUIRE and JANE J. COONEY, the Testator and the witnesses, respectively, whose names are signed to the attached or 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 Testament 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 ofthe Testator, signed the Will as a witness and that to the best of his or her knowledge, the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. a~dd7/€ Testator Witness <:b---O.&, .... ~i(jJ;;ss <r Subscribed, sworn to and acknowledged before me by CORNELIUS V. PEASE, the Testator, and subscribed and sworn to before me by KEITH O. BRENNEMAN, ESQUIRE and JANE J. COONEY, the witnesses, this 7m day of December, 2001. .6~C<'~ Notary Ii LAW OFFICES SNELBAKER, BRENNEMAN & SPARE N_ Seal SuMn L Zych, NOIaIy Public ~eo..., CIn1berlIwld Cour<<y ,., 0ammiIIl0n ~Ncrr. 24. 2IlOa 01 -3- ;; CERTlFICA TION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Cornelius V. Pease, also known as Cornelius Vance Pease Date of Death: October 5, 2002 Will No. 2002-00946 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 beneficiary of the above-captioned estate on October 29, 2002. Sandra Rynard Address 3636 Las Brisas Tallahassee. FL 32309 406 Diehl Road Mechanicsburg, P A 17055 500 S. York Street Mechanicsburg, P A 17055 209 S. Broad Street Mechanicsburg, P A 17055 209 S. Broad Street Mechanicsburg, P A 17055 91 Peach Glen Road ldaville, PAl 73 3 7 91 Peach Glen Road ldaville, PA 17337 312 S. Broad Street Mechanicsburg, PA 17055 28 E. Main Street Mechanicsburg, PA 17055 Name N. Ronald Pease Patricia Emel William May Helen May James Kuntz Gwen Kuntz Jean Biehl First Church of God LAW OFFICES SNEL8AKER. BRENNEMAN & SPARE LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: October 29, 2002 l!~ Keith O. Brenneman, Esquire Snelbaker, Brenneman & Spare, P. C. 44 W. Main Street Mechanicsburg, P A 17055 (717) 697-8528 Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARfllSBURG, PA 1712B-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BRENNEMAN KEITH 0 ESQUIRE 44 W MAIN STREET MECHANICSBURG, PA 17055 Hh~_~_ fold ESTATE INFORMATION: SSN: 181-09-9942 FILE NUMBER: 2102-0946 DECEDENT NAME: PEASE CORNELIUS V DATE OF PAYMENT: 12/30/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/05/2002 NO. CD 002004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $17,830.60 I I I I I I I I TOTAL AMOUNT PAID: $17,830.60 REMARKS: KEITH 0 BRENNEMAN ESQUIRE CHECK#1686 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WillS Inventory of the real and personal estate of Cornelius V. Pease deceased A. PERSONALTY 1. Series EE $50.00 U.S. Savings Bond No. L525410804EE (issued 9/94) $ 2. PNC Bank checking Account No. 5070083203 3. AARP Insurance payments ($27.27, 15.00, 288.00, 576.00, 144.00, 21.43) 4. State Farm Fire and Casualty Company - insurance premium refund 5. Worldcom - payment refund 6. United Fidelity Life Insurance Co. - cancer policy refund 7. AFLAC - cancer policy premium refund 8. 1990 Oldsmobile Cutlass Total Appraised Value, Personalty: B. REAL ESTATE None Total Appraised Value, All Property: "" -, N l 1 ex:> , "" ,,~ co ~ 2: => -, :~:.J , 'J G~ iJ ma:: !3 =~ a: ...1) = :]u I Ii , 37 12 40 III 1,071 70 122 09 10 00 82 70 18 20 750 00 2,131 99 None $2,131 99 / STATE OF FLORIDA COUNTY OF '-~ N l J 55: N. Ronald Pease being duly sworn Executor according to law, deposes and says that he is the Cornelius V. Pease of the Estate of late of ______"_!ll?~_r__~~"!e_n T9.!'1psl~_i"'p Cumberland County, Pa., deceased and that the within is an inventory made by N. Ronald Pease__ "' the said Executor of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inv epresent it's fair value as of the date of decedent's death. xx 2003 WX Execu+or . Administrator N. Ronald Pease 3636 Las Brisas Tallahassee, ~L sL309 Sworn to and subscribed before me, ~"""'" Ii!""''''ii;:, i;i"@"\i "~$' ..P.r...... DEBRA JOHNSON MY COMMISSION I DO 056731 EXPIRES: September 12, 2005 BondedThruNolaryPublicUnderMiters Address Date of Death 5 Day October Month 2002 Year 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. (, OJ -0 0.:> >- Ul .., ~ .. .... w ~ 0'1 ~ '" .... OJ .. 0 w -< .1'< " Q.. " 0 0 .... .. .. '" I 0 w w . 0 ",' ... '" .. .. N I- J: Q.. > Q.. c 0 .... ...J u.. .. ~ Z 0 0 I , u.. ...J -< Ul Q.. = ..-l i W 0 -< w ;:l ,;. -< N Ii > z '" ..-1 - Z 0 ..-l c "0 " .; ! '" Z QJ gI 0 '" U Z w -< >l I - Q.."" '"' -" 0 c .. U - -.: 0 " ..0 -" .... .. E 0 - " ..!! 0 .. --' " u: '" REV.1500EX(&40) /'}- 9b- / '* COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Pease, Cornelius V. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 10/05/2002 12/19/1911 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N.A. w ::.::~(I) u"'>: w..u ",00 u"'~ .... .. " ~ 1. Original Return D 4. Limited Estate [1g 6. Decedent Died Testate (Attach copycfWiIl) D 9. Utigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise (date of dealtl after 12-12-82) D 7. Decedent Maintained a living Trust {Mach copy cITrusl) o 10. Spousal Poverty Credit (dale of death belweefl12-31-91 and 1.1-95) I- Z W C Z o .. '" w '" '" o u ~ FILE NUMBER 2 1 0 2 o 0 946 COUNTY CODE YEAR I SOCIAL SECURITY NUMBER 181 - 09 - NUMBER- - - 9942 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS SOCIAL SECURITY NUMBER D 3. Remainder Retum (dale of dealh prior to 12-1;1-82) D 5. Federal Estate Tax Retum Required ~ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113{A) (AllachSchOl Brenneman, Esquire !lilI!QPElll1,l)NgEN~Eg~!!EIli!Eta.'.Il1~I!\!EI1l. COMPLETE MAILING ADDRESS NAME Keith O. FIRM NAME (If Applicable) ker TELEPHONE NUMBER 717-697-8528 Brenneman & S are, P.C. 44 W. Main Street Mechanicsburg, PA 17055 z o ~ ::l l- ii: c( u W 0:: 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. Joinlly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1.7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Uens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to lax has not been made (Schedule J) (1) (2) (3) (4) (5) 2,131. 99 (6) (7) 491,807.13 (9) 4,377.43 4,524.14 (10) 14. Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;;: I-' ::J D. :E o U ~ 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) ,.0_ (15) , .0 -.!5 (16) , .12 (17) , .15 (1B) 16. Amount of Une 14 taxable atlineat rate 475.037.55 17. Amount of Line 14 taxable at sibling rate 18. Amount of Une 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REF LIND OF AN OVERPAYMENT nc -:;- (I~ ~:= (,,) (, 8 Xi ~~ e z - ():l ,): 'co ():l N I:'- (8) 493,939.12 (11) 8,901.57 (12) 485,037.55 (13) 10,000.00 (14) 475,037.55 21,376.69 (19) 21,376.69 Decedent's Complete Address: STREET I\OORESS 100 Mt. Allen Drive CITY I STATE I ZIP 17055 PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 1 gl 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 17,830.60 891. 53 Total Credits ( A + B + C ) (2) 3. InteresUPenalty if applicable D.lnterest E. Penalty TotallnteresUPenalty ( D + E I (3) 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) :;11 ,176 69 18,722.13 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. 2,654.56 A. Enter the interest on the tax due. (5) (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 2,654.56 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property lransfenred;....................:.................................... ................................ 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or"...........................................,............................................................................ 0 d. receive the promise for life of either payments, benefits or care? ..."................................................................. 0 2. If death occurred after December 12. 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...............................................................................................m..m..m.. 0 3. Did decedent own an "in trust fo!' or payable upon death bank account or security at his or her death? .............. IKI 4. Did decedent own an tndividual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ No ~ ~ I1Q I1Q IKJ o o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. indud.ing aanmpanying sc:hedIMs and statements. and kl the best of my knowladge and belief, it \$ \1U&, correct and complete. on al information of which preparer has any knowledge. 'cXCe<<]ilZ.. FL 323M D fA /3 Za&J DATE For dates of death on or after July 1. 1994 and betore January 1. 1995. the tax rate imposed on the net vaiueo! transfern to or for the use oilhe survNing spouse is 3% [72 P.S. 99118 (al (1.1) (i)). For dates of death on or after January 1.1995. the tax rate imposed on the net value of Iransfers to or for the use of the survivin9 spouse ~ 0% [72 P.S. 99116 (al (1.11 (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse ~ the only benefictary. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of lransfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in ?2 P.S. 99116(1.21 [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of lransfers 10 or tor the use of the decedent's sibiings is 12% [72 P.S. 99118(a)(1.3)). A sibling is defined. under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (6.98) '* COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Cornelius V. Pease FILE NUMBER 21-02-00946 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntJy-owned with right of survivorship must be disclosed on Schedule F 1. DESCRIPTION Series EE $50.00 U.S. Savings Bond No. L525410804EE VALUE AT DATE OF DEATH $ 37.12 ITEM NUMBER 2. PNC Bank Checking Account No. 5070083203 40.18 3. AARP Insurance payments ($27.27, 15.00, 288.00, 576.00, 144.00, 21.43) 1,071. 70 4. State Farm Fire and Casualty Company - ~nsurance premium refund 122.09 5. Worldcom - payment refund 10.00 6. United Fidelity Life Insurance Co. - cancer policy refund 82.70 7. AFLAC - cancer policy premium refund 18.20 8. 1990 Oldsmobile Cutlass 750.00 TOTAL (Also enter on line 5. Recapitulation) $ 2 , 131 . 99 (If more space is needed, insert additional sheets of the same size) REV.1510 EX. 1'.9B. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Cornelius V. Pease FILE NUMBER 21-02-00946 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY INCLUDe THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH ACOPY OF THE oeeD FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE) VALUE ,. Fulton Bank Certificate of Deposit No. 2530034335, in trust for N. Ronald Pease, transferee and son of Decedent, October 5, 2002 100,035 62 100% N.A. 100,03 5.62 ') MetLife Investors annuity, Contract ~. No. 3200521183, Transferee/beneficia y N. Ronald Pease, son of Decedent, October 5, 2002 78,199 24 100% N.A. 78,19 9.24 3. Waypoint Bank Certificate of Deposit 13,986 95 100% N.A. 13,98 6.95 No. 1800013214 , in trust for N. Ronald Pease, transferee and son of Decedent, October 5, 2002 4. P5ECU Primary Account No. 0181099942 in trust for N. Ronald Pease, trans- feree and son of Decedent, October 5, 2002: 51 (savings) 5.27 550 (Cert. of Deposit) 105,986.60 552 ( Cert. of Deposit) 33,549.58 Total: 139,541 65 100% N.A. 139,54 1.65 5. P5ECU Prefix Account No. 1181099942, in trust for N. Ronald Pease, son of Decedent, Mary J. Pease, Ronald 5. Pease and Judy P. McEvoy, grand- children of Decedent and Gayle P. Pease, daughter-in-law of Decedent, transferees, October 5, 2002: 51 (savings) 363.77 550 (Cert. of Deposit) 111,403.08 Total: 111,766 85 100% N.A. 111,76 6.85 6. PNC Bank Checking Account No. 5003980449, established October 4, 2002, joint account with N. Ronald Pease, son of Decedent 7,660 00 10(% N.A. 7,600.00 TOTAL (Also enter on line 7 Recapitulation) $ (If Il'lOI'9 space is needed, insert additional sheets of the same size) SCHEDULE G (Continued) Estate of Cornelius V. Pease File No. 21-02-00946 Date of Death % of Decedent's Exclusion Taxable Value Interest Value 7. PNC Bank Cert. of Deposit Account No. 31400229205; established October 4,2002, joint account with N. Ronald Pease, son of Decedent $40,676.82 100% N.A. 40,676.82 8. Penn Mutual Life Insurance Company, Policy No. 001546879, beneficiary: N. Ronald Pease, son of Decedent, October 5, 2002 $5,915.67 100% 5,915.67 -0- Total: $491,807.13 REV.1511 EX. (12.991* SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-02-00946 ESTATE OF Cornelius V. Pease Debts of deced9nt must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: ,. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)lEIN Number of Personal Representattve(s) Street Address City State_Zip Year(s) Commission Paid: 2. Attorney Fees to Snelbaker, Brenneman & Spare, P. C. 3,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street AtlaTess City Slale_Zip Relationship of Claimant to Decedent 4. Probate Fees to Register of wills 44.00 5. Accountant's Fees /reserve for filing fees and miscellaneous probate expenses 500.00 6. Tax Return Pre parer's Fees to H & R Block - Decedent's personal income tax returns 150.00 7. Advertise grant of Letters Testamentary: a. Cumberland Law Journal: $ 75.00 b. The Patriot News: 108.43 183.43 TOTAL (Also enter on line 9. Recapitulation) $ 4,377.43 (If more space is needed. insert additional sheets of the same size) REV-1512 EX+{6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Cornelius V. Pease 2l-ol~o~'!rlr Include unrelmbursed medical expensu. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF OEATH Messiah Village - payment on account $3,249.50 2. West Shore Hearing Center - payment on account 600.00 3. Verizon - payment on account 6.50 4. Quantum Imaging - payment on account 6.62 5. Alert Pharmacy - payment on account 77.52 6. Internal Revenue Service - payment on account of personal federal 2002 income tax 353.00 7. Pennsylvania Department of Revenue - payment on account of personal state 2002 income tax 231. 00 TOTAL (Also enter on line 10, Recapitulation) $ 4,524.14 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9..00) .. SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Cornelius V. Pease FILE NUMBER 21-02-00946 ESTATE OF NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under N. Ronald p~~'.1!~6 (aJ (1.2)J 3636 Las Brisas Tallahassee, FL 30329 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE son 100% of residue 2. patricia Ernel 406 Diehl Road Mechanicsburg, PA 17055 neice $1,000.00 3. Sandra Rynard 500 S. York Street Mechanicsburg, PA 17055 neice $1,000.00 4. William May 209 S. Broad Street Mechanicsburg, PA 17055 none $500.00 5. Helen May 209 S. Broad Street Mechanicsburg, PA 17055 none $500.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS First Church of God 28 E. Main Street Mechanicsburg, PA 17055 $10,000.00 bequest TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is f\eed$i, irosert additional sheets of the same size) SCHEDULE J (Continued) Estate of Cornelius V. Pease File No. 21-02-00946 Relationship to Amount or Share Name Address Decedent of Estate James Kuntz 91 Peach Glen Road IdavilIe, PAl 7337 none $500.00 Gwen Kuntz 91 Peach Glen Road IdaviIle,PA 17337 none $500.00 Jean Biehl 312 S. Broad Street Mechanicsburg, PAl 7055 none $ I ,000.00 u..W OffICES SNELBAKER. BRENNEMAN 8: SPARE LAST WILL AND TESTAMENT I, CORNELIUS V. PEASE, of the Township of Lower Allen, County, :'Cumberlan.l, and Commonwealth of Pennsylvania, being of sound and disposing mind, men 'lfY and understanding, do make, publish and declare this as and for my Last Will and' ~stament, hc,rcb} revoking and making void all former wills and codicils by me at anytime heret " made, FIRST. I order and direct that all my just debts and funeral eX{lcn~t:s [;,' paid by I"L' Execlltor, hereinafter named, as soon as conveniently may be done atler 111Y J~ccasc. SECOND. I give and bequeath the sum ofTen Thousand ($\ 0,000.(0) Dol101 unto FIRST CHURCH OF GOD, presently located at 28 East Main Street in the Borough, Mechanicsburg, Cumberland County, Pennsylvania, absolutely. THIRD. ] give and bequeath the sum of One Thousand ($1 ,001l.00) Dollar, .l11tO each or my following named nieces who survive me: PATRICIA EMEL, and SANDRA! YNARD. FOURTH. I give and bequeath the sum of One Thousand ($1,000.00) D, Jars unto illY friend and formeI' neighbor, namely, JEAN BElL, absolutely, ifshe survives me FIFTH. I give and bequeath the sum of Five Hundred ($500.00) I ' II1to each of my following named fi'iends who survive me: WILLIAM MAY, III,! MA Y, JAMES KUNTZ and GWEN KUNTZ. SIXTH. I give, dcvise and bequeath all the rest, residuc and rcmaindcrofmy estate, real, personal and mixed, whatsoever and wheresoever situated, unto my son, namely, N. RONALD PEASE, absolutely and in fee simple, ifhe survives me. If my said son should not survive me, then and in that event, I give, devise and bequcath my said residuary estate in equal shares unto my grandchildrcn, namely, MAR Y -JO PEASE, JUDITH ANN McEVOY and SCOTT RONALD PEASE, share and share alike, absollttely and in fee simple. LASTL Y. I nominate, constitute and appoint my son, namely, N. RONALD PEASE, to be the Executor of this, my Last Will and Testament, but if for allY reason he should fail to qualify as such Executor or cease so to serve, then and in that event, l nominate, constitute and I , ~ I J. ..:".:+.'~-( .~ _Ij v :'~:. ..\'t-:.~~ " I j.lll. " :l u.WOFFrCES SNELBAI<ER, 8RENNEMAN 8: SPARE appoint KEITH O. BRENNEMAN, Esquire, to be the Exeeulor hereof, each and both to serve without bond or other security as a condition of qualification hereunuer. IN WITNESS WHEREOF, I, CORNELIUS V. PEASE, have hereunto sel my hand and seal to this my Last Will and Testament, which consists of two (2) typewritten pages to each of which I have afnxed my signature this ih day of December, A,D. Two Thousand One (200 I). 7' Q (~L~J?J- . Cornelius V. Pease (SEAL! Signed, sealed, published and declared by CORNELIUS V. PEASE, the Testalor above named, as and [or his Last Will and Testament, in our presence, \vl1o, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. JJn~ ~g,~ -2- LAW OFFICES SNEL-BAKER. BRENNEMAN 6; SPARE COMMONWEALTH OF PENNSYLV ANIA) SS. COUNTY OF CUMBERLAND ) We, CORNELIUS V. PEASE, KEITH O. BRENNEMAN, ESQUIRE and JANE 1. COONEY, the Testator and the witnesses, respectively, whose names are signed to the attached or 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 ami Testament and that he had signed willingly, and that he executed it as his free ami voluntary act for ll\c purposes therein expressed, and that each of tile witnesses, in the presence and l\t:,aring of the Teslator. signed tbe Will as a witness and that to the best of his or her knowledge, the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ /f}, . ~-"'---t--;l--Cl;tt;d- i/ _C-~. Testator ~~ Witness ~igs~~ Subscribed, sworn to and acknowledged before Ille by CORNELIUS V. PEASE, the Testator, and subscribed and sworn \0 before me by KEITH O. BRENNEMAN, ESQUIRE and JANE J. COONEY, the witnesses, this 7'h day of December, 2001. L NotaTlalSeat 6Ulan L Zyctl, Notary Public MlKlnanlclburg Bora. C\.rnberland County My COmmtaIon _ New. 24, 2003 ~tioo8I'. ~nolNolllltaa .3- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BRENNEMAN KEITH 0 ESQUIRE 44 W MAIN STREET MECHANICSBURG, PA 17055 -----~- fold ESTATE INFORMATION: SSN: 181-09-9942 FILE NUMBER: 2102-0946 DECEDENT NAME: PEASE CORNELIUS V DATE OF PAYMENT: 06/18/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/05/2002 NO. CD 002696 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,654.56 I I I I I I I I TOTAL AMOUNT PAID: $2,654.56 REMARKS: KEITH 0 BRENNEMAN ESQUIRE CHECK# 11 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WillS /'7-96-1 BuREAU OF INDIVIDUAL TAXES ~ INHERITANCE TAX DIVISION V DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NDTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX rL' I< ,DATE ESTATE OF DATE OF DEATH FILE NUMBER n C ,~UNTY II /'i~N 07-28-2003 PEASE 10-05-2002 21 02-0946 CUMBERLAND 101 Aooo..,t R_itted KEITH 0 BRENNEMAN SNELBAKER HAL 44 W MAIN ST MECHANICS BURG "OJ JUL 28 ESlI *' IlEV-lS47 EXAFP UI-DSl CORNELIUS V l;i PA 17059;:(iI'(,:'<: 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 ~ iiEY=i5'4''rEic--AFP--rOY:03'niCiYICniF-'rNHERii'iNCE-YAx-I,PPRAisEiiiNi"~--ALLojjiNcE-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CORNELIUS V FILE NO. 21 02-0946 ACN 101 ESTATE OF PEASE TAX RETURN WAS: ( I ACCEPTED AS FILED I XI CHANGED I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect ~igures that include the total af ALL returns assessed to date. ASSESSMENT OF TAX: IS. AtIow'lt 0", Line 14 .t Spousal rate (1S) 16. A.ount of Line 14 taxable at Lin..l/Class A rate (16) 17. A.ount of Line 14 at Sibling rat. (17) 18. Amount of Line 14 taxable at Coll.taral/Class B rate (18J 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule Al 2. Stocks and Bonds ISchedule BI 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedul. DJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Totel Assets III 121 131 I'll 151 (61 171 .00 .00 .00 .00 2.131. 99 .00 491.807.13 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExPenses/Adn. Costs/Hisc. ExPenses (Schedule H) 10. Debts/Hort~ge Liabilities/Liens (Schedule I) 11. Totel Deductions 12. Net Value of Tax Return 13. Charltable/GoYer~nt.l Bequests; Non-elected 9113 Trusts (Schedule J) 14. N.t Value of Estate Subject to Tax (91 1101 4,377.43 4.524.14 NOTE: .00 X 485,037.55 X .00 X .00 X AHOUNT PAID 17 ,830.60 2,654.56 DATE 12-30-2002 06-18-2003 NUHBER CD002004 CD002696 INTEREST/PEN PAID (-I 938.45 .00 INTEREST IS CHARGED THROUGH 08-12-2003 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. SEE 1111 1121 1131 1141 00 = 045 = 12 = 15 = 1191= DATE 07-28-2003 ATTACHED NOTICE NOTE: To insure proper credit to your account, ~it the upper portion of this form with your tax paYlIIIIlt. 493,939.12 R.QOl 1;7 485,037.55 .00 485,037.55 .00 21,826.69 .00 .00 21,826.69 21,423.61 403.08 2.10 405.18 I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS. I REV.t.f70EX {6-88j '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Pease, Cornelius V. FILE NUMBER REVIEWED BY ACN 2102-0946 101 Daniel Heck ITEM SCHEDULE NO. J EXPLANATION OF CHANGES The specific bequests listed in the Will have been disallowed since no assets subject to probate are available to fund the bequests. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BRENNEMAN KEITH 0 ESQUIRE 44 W MAIN STREET MECHANICSBURG, PA 17055 ____dU fold ESTATE INFORMATION: SSN: 181-09-9942 FILE NUMBER: 2102-0946 DECEDENT NAME: PEASE CORNELIUS V DATE OF PAYMENT: 08/04/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/05/2002 NO. CD 002866 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $405.18 I I I I I I I I TOTAL AMOUNT PAID: $405.18 REMARKS: N DONALD PEASE C/O KEITH BRENNEMAN ESQUIRE CHECK#014 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WillS LAW OFFICES SNELBAKER. BRENNEMAN 8: SPARE ESTATE NO. 21-02-0946 FIRST AND FINAL ACCOUNT OF N. RONALD PEASE, EXECUTOR OF THE ESTATE OF CORNELIUS V. PEASE, DECEASED, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA N. RONALD PEASE, EXECUTOR and Accountant herein avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: DATES EXECUTOR'S NOTICE ADVERTISED: October 5, 2002 October 23,2002 The Patriot-News Co.: November 8, 15,22,2002 Cumberland Law Journal: November 5,12,19,2002 Date of Rule 5.6(A) Certification of Notice: PERSONALTY - PRlNCIP AL ACCOUNT DEBITS The Accountant charges himself with receipt of the Decedent's personal property as more fully set forth in the Inventory filed in the Office of the Register of Wills on June 18, 2003 in the amount of: TOTAL, PERSONAL TY PRINCIPAL ACCOUNT, DEBITS: October 29,2002 $2.1 31.99 $2,131. 99 PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items from personalty principal: Snelbaker, Brenneman & Spare, P. C., reimbursement for costs advanced: Register of Wills - probate fee Cumberland County Law Journal - advertise Executor's Notice Patriot News - advertise Executor's Notice Register of Wills - short certificate fee Federal Express fee $ 44.00 75.00 108.47 3.00 15.00 Total: Snelbaker, Brenneman & Spare, P. C., payment of legal fees to April 29, 2003: H&R Block - preparation of Decedent's 2002 state and federal income tax returns: Messiah Village - payment on account West Shore Hearing Center - payment on account Verizon - payment on account Quantum Imaging - payment on account Alert Pharmacy - payment on account Internal Revenue Service - payment on account of personal federal 2002 income tax Pennsylvania Department of Revenue - payment on account of personal state 2002 income tax Register of Wills - filing fee for Inventory and Inheritance Tax Return Reserve for payment of the balance of attorney's fee ($1,175.00), filing fees, and miscellaneous expense reserve ($500.00) TOTAL, PERSONALTY PRINCIPAL ACCOUNT, CREDITS: LAW OFFICES SNELSAKER. BRENNEMAN & SPARE -2- $ 245.47 2,325.00 150.00 3,249.50 600.00 6.50 6.62 77.52 353.00 231.00 25.00 $1,675.00 $8.944.61 LAW OFFICES SNELBAKER. BRENNEMAN 8:: SPARE PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of income from personalty: Series EE $50.00 U.S. Savings Bond: Value at date of death: Value upon redemption: $37.12 37.80 Income from date of death: $ .68 $ .68 TOTAL, PERSONALTY INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from personalty income: NONE TOTAL, PERSONALTY INCOME ACCOUNT, CREDITS: NONE REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with receipt of the Decedent's Real Estate as follows: NONE TOTAL, REAL EST A TE PRINCIPAL ACCOUNT, DEBITS: NONE -3- LAW OFFICES SNELBAKER. BRENNEMAN & SPARE REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items from real estate principal: NONE TOTAL, REAL ESTATE PRINCIPAL ACCOUNT, CREDITS: NONE REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following income from real estate: NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: NONE REAL EST ATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from real estate income: NONE TOTAL, REAL EST A TE INCOME ACCOUNT, CREDITS: NONE -4- LAW OFFICES SNEL8AKER. BRENNEMAN & SPARE I. PERSONALTY A. PRINCIPAL ACCOUNT Debits Credits Balance B. INCOME ACCOUNT Debits Credits Balance RECAPITULA nON $2,131.99 8,944.61 $ .68 NONE C. NET BALANCE OF PERSONALTY: II. REAL ESTATE A. PRINCIPAL ACCOUNT Debits Credits Balance B. INCOME ~~COUNT Debits Credits Balance NONE NONE NONE NONE C. NET BALANCE OF REAL ESTATE: III. NET BALANCE OF ESTATE FOR DISTRIBUTION: ($6,812.62) $ .68 NONE NONE OSee Schedule of Proposed Distribution and accompanying explanation. -5- ($6,811.94) NONE ($6,811.94)* LAW OFFICES SNELBAKER. BRENNEMAN & SPARE SCHEDULE OF PROPOSED DISTRlBUTION* 1. To: First Church of God, Mechanicsburg, Pennsylvania, per Item Second of Will: $10,000.00 2. To: Patricia Emel, per Item Third of Will: ] ,000.00 3. To: Sandra Rynard, per ltem Third of Will: 1,000.00 4. To: Jean Biel, per ltem Fourth of Will: ],000.00 5. To: William May, per ltem Fifth of Will: 500.00 6. To: Helen May, per ltem Fifth of Will: 500.00 7. To: James Kuntz, per Item Fifth of Will: 500.00 8. To: Gwen Kuntz, per ltem Fifth of Will: 500.00 * Although administration costs and debts exceed the amount of probate assets, the Executor will pay in full all bequests in the Wil!. The source of the payment are non-probate assets and inter- vivos transfers made of Cornelius V. Pease. -6- STATE OF FLORIDA COUNTYOF L~oY\ ) SS. N. RONALD PEASE, being duly ,worn according to law deposes and says: that he is the Executor of the Estate of CORNELIUS V. PEASE, Deceased and the Accountant herein; that the foregoing Accounting is true and complete; that the attached list or schedule [0] contains the names and addresses of all persons who have given notice of their claims, and whose claims remain unpaid; that the attached list or schedule [00] contains the names of all persons interested in the distribution of said Estate; and that the facts set forth in thc wi 'n Accou e true and correct to the best of his knowledge, information a e ief. / N. Ronald Pease (Executor and Accountant) Sworn to and subscribed before me this -S-t.l-\ day of f\\A.~u.s.t ,2003. ~~ '- ..- "~_. Nota Pu Iic W4t.V::';;;P. DEBAAJDHNSON ,*[ 1*1 MY COMMISSION I DO 0507. 31 . .... . EXPIRES: September 12, 2005 Q, BondIdThru NotaryP\.tJIic Underwrtters o Persons having claims against Estate: None 00 Persons interested in distribution of Estate: N. Ronald Pease 3636 Las Brisas Tallahassee, FL 32309 Sandra Rynard 500 S. York Street Mechanicsburg, PA 17055 Gwen Kuntz 91 Peach Glen Road 1daville. P A 17337 Patricia Emel 406 Diehl Road Mechanicsburg. PA 17055 William May 209 S. Broad Street Mechanicsburg. P A ] 7055 Jean Biel 312 S. Broad Street Mechanicsburg, PA 17055 LAW OFFICES SNELB/l.KER. BRENNEMAN 8: SPARE Helen May 209 S. Broad Street Mechanicsburg. P A 17055 James Kuntz 'll Peach Glen Road Idaville. PA 17337 -7- /")-96 - / \.. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISIQM DEPT. Z8D6Dl HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' lE~-I.(Gl U M'P U1.~IS) KEITH 0 BRENNEMAN SNELBAKER ETAL 44 W MAIN ST MECHANICS BURG '03 ESQ c. ."0 2b" ',[, ',' f1 ilu' II/' --, '-' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-18-2003 PEASE 10-05-2002 21 02-0946 CUMBERLAND 101 """unt R..1tted CORNELIUS V \. PA iil05-5 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this forn with your tax p.y..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=ii.'ifj-Eif-Ai=ir-riiFo3y------.j,.-itiHiJiiTANCE-YAX"STATEMENY-O,,-AccoUNf"-...--------------------- ESTATE OF PEASE CORNELIUS V FILE NO.21 02-0946 ACN 101 DATE 08-18-2003 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF T"E STATED ACII IN THE NAHED ESTATE. SHOIIN BELOW IS A S~ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 07-28-2003 PRINCIPAL TAX DUE: ........_.___..__._..... 21,826.69 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-30-2002 CD002004 938.45 17 ,830.60 06-18-2003 CD002696 .00 2,654.56 08-04-2003 CD002866 1. 66- 405.18 TOTAL TAX CREDIT 21,827.13 BALANCE OF TAX DUE .44CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .44CR . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN U, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR IHSTRUCTIONS. ) (}oJ( ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Cornelius V. Pease Date of Death: October 5, 2002 Will No.: 21-02-0946 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: Date: L State whether administration of the estate is complete: Yes B No 0 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ..xx No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this r~?rt. October 16, 2003 ~ Signature ~'-'. Keith O. Brenneman Name r-- 44 W. Main Street Mechanicsburg, PA 17055 Address ", ~~ (717) 697-8528 Telephone No. ,'" Capacity: 0 Personal Representative ~Counsel for personal representative