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HomeMy WebLinkAbout02-1033Testate PETITION FOR PROBATE AND GRANT OF LETTERS Re: Esta[e of MARY L. FILBERT No. ~~ -~~- 1033 also known as To: Register of Wills for the County of ~~Kx~ Cumberland in the Deceased. Commonwealth of Pennsylvania Social Security No. ~`~~ "~~ "~~~~ ~~~" ~/`~.3 ~anu acturers an Tra ers Trust Company, successor to The petition of Ppnnc~lt~^ni^ National Ranh anri Tract r.~m~,a.,~_respectfullyrepresentthat: Your petitioner is/are 18 years of age or older, and the executor named in the last will of the above decedent, dated the 3rd day of November 19 92 and codicil(s) dated Executor, E. Stuart Filbert, redeceased the Testatrix on A ril 20 1998 _ (State relevant circumstances, e.~;. renunciation, eleath of executor, etc.) Succeeding Co-Executor, Frederic J. Filbert, renounced his right to act as such . C er Decedent was domiciled at h er death to County, Pennsylvania, with h er last family West Pennsboro Township or principal residence at Green Ridge Village 210 Big Spring Road Newville PA 17241 (list street, number and municipality-state tt township) Decedent, then 95 years of age, died on the 4th day of November. 2002 I~ , a[ Green Ridge Village, 210 Big Spring Road Newville PA ' (West Pennsboro Township) Decedent, after execution of the will offered for probate, did not marry, was not divorced, did not have a child born or adopted, was not the victim of an unlawful killing and was never adjudicated incompetent, except as follows: N/A Decedent owned personal property wherever situate of the estimated value of $ 250,000.00 end real estate in Pennsylvania of the estimated net value of $ -0- ~__ __, situated as WHEREFnRE, petitioner_.__respectfully requests_the probate of the last will and codicil(s) presented herewith and the grant of Iccters Testamentary __ _ thereon. (testamentary, adminstraaon CTA; aJmunstrau,.r:a.ii.n. e.t.a.) u R ~ ; Manufacturers and Traders Trust Compan One South Centre Street n ._ v c Bys _ ~ ~ - ~...v P. 0. Box 1150 ~s ' ~ ~, r~S ~~,~ Pottsville, PA 17901 OATH OF PERSONAL REPRESENTATIVE CO:~(~K)NWEALTH OF PENNSYLVANIA SS: COUNTY OF The petitioner ~~iRo e- arced, being duly sworn according to law, says that the statements in the for~9~;oing petition are true and correct to the best of petitioner's knowledge and belief and that as personal represer2ai ~,P,ai the above decedent, will well and truly administer the estate according to law. Sworn to and subscribed b.~yrore -~~- me this i9th day of NtJVFM3ER 2002 ~ ~.>>~ 1~rsh o `~f Yl i`xza it_~ n ~aa For he Register lJl~ U ~`~ ~~ I `~-191 _ /'~ • _ I •oN wood s aa~si~aa ~___. ~cT~I~~ ySII~IZ S2I~QF~2LL t1NV S~]ii12I~~F~3IIN~I o; pa;ue.r~ ~(ga.~ati ale .~_ _, E~ua~e~say s.ra;;a'1 pue y~I~B'IIzT ' Z a2I~I i° ii)M ;sei ay; se p.>ioaa.~ ~o pain pue a;egosd o; pa;;iuzpe aq uraiau; pagti~sap Z66T `£ iagmanog pa~ep ~uawn»su~ ay> >ey~ (1932I79CI SI .LI `aw a~o3aq pa~uasaid uaaq 4u~ney 3oo~d ~iJO»e~si;es '~oa~ay apps as~ana~ aye uo uougad ay; ~o uope~ap}suo~ ui ~ 0 0 Z Xis! 0 Z 2I~HW3nON `MU1~I UI~Id sx~ii~z 3o ilv~~ au~ ~i~goxa ao a~x~aa v W W ~ N ~, E., H r. ~ ~ a W r 0 Z O O o O O O o O o o O o0 0 ~ +[~ O .-I N Lf1 lON M (h EA fA EA ffl N 0 0 OW o to ~N N a-~" ~ ~ 1 N N ~j .--I ~ (t7 vi "~ ~ >~ v ~ ~ ~ ~ v >•, N -.~ ~ ~.. ~ U ~1 y ~ ~. ~ :~ w U ~., U ~ ~. ~ ~ ~ ~ ~ W d N ~ ~' ~ a [ ~ q ~ Q zj ~ ¢ ~ a N ~ N O ~ ~ a N O C N i O N N C I O e--I N .-I 1 C ~y N a-1 1 ~ r' ct1 .--I R7 N a~ -~ ro ~ c N n O~ a ~ M ~ ~ z ~i ~ Q ~ ~ ° ., u ~ v `a c;: '~+ O ~ O U O z v •:. y ~ u v o n. a GL.~ c% Q F QI Q ~ a ~ ~ IW-~ w o z x U W U w v H105.905M REV, 4/96 This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. Charles Hardester State Registrar No. FE8 13 2003 Date - CORRECTED ITEM(S):3 ~ v Hlos.lga«. tier- PER: FD DATE: Z-13-O3 bas COMMONWEALTH OF PENNSYLVANIA • DE / P ARTMENT OF HEALTH • VITAL RECORDS nPFjfryNNT Rf CERTIFICATE OF DEATH 1 1 3 3 4 8 PERMANENT NAME DF DECEDEMIFns. Mldde, LaPl SIRE FILE WMBEq eLAf~ NfK ,. Mar L. Filbert AGE IL]M evllga ) SE% SOG ~ ^ o RITV NUMBER JV 36 4939 femal ~ DATE OF DEATH ~MVkI, pay, ~ba„ (~ Y UNDER 1 YEAq U110ER ,DAY MdIBIe • Data Neon • MimAae DATE OF BIRTH !MOnm. par'4ar1 _ SWearCOUrWVI - e PLACE OF DERH/Click aNy nne-.es ~MiruCl4non glyvMl 1. :_\ ~~ ~,~ `-mil 95 rn. :. COUNTY OF DERV a4-21-07 Newville, PA HOSPITAL: OTHER: ~ -~^ EaDMP.I,MU DDA^ ,~ ~ anw ~~ CRY, BORO. 7VA° pF OERH C b l FACK.T' NAME (" nd ngrtWlp,. grva Seee1 ane rxArAlerl ~ i~') ^ raaS OECEDEM OF HISPANIC ORIGINT RACE. A^I•rIL'en Ir16 e e,- um er and .,West Pennsboro Twp DECEDEM' '° Rs ~ ^~ n•^"%••. •D•<IMLWen. ~" """°"" en, kkq,, VAIib. •,<. ISa<M SUSUALOCCUPRK7N • KIND OF BVSINES$/INW5TRr IGirsklnd 0l•pkdory qlrapIqnloY al nerkkl Yle n A WAS DECEDEM EVER U S MMED FORCEST ~ DECE T'S EDUCRN7N ," • "'•"°~ MARRAL STR white 111. p ; r wrakreal ,,. Pri nci pafi ~ubl i c School . . N»^ fbC~l US-MMryd n aoa Navsr MeniW,LYwowd. 5.<abNr L"bgs ayel<wlSPaaq ,"K«'nI~^M•I ' „ DECEDEM'S MAAINO ADDRESS I$Y.w.Cry/b.n. sa,w lp CO4I DECEDENT'S ie' „ 12 ~ ~ 4 1,"a a.Sil ,alidowed 210 Big Sprifg Road Acrua RESroENCE rn. sMM_ PA p1 '". Dd ,h.yy s.d.c.dHK kr.an lahct PmY1fMm I~ewvi 11 e PA 17241 '~`°""'1"'°'° ~ °:n ^~ , FRI,ER'S NAMEIF•A Mioaa. Leal) enT.r~d., Cumberland 1~. „,„„,~, Ned.<.d«esv.d lTd-^~OIiIIe 1MM b,eeM L, Ralph Lehman '~' MOTHER'S NAMEIFraL M~edla. Magen Suname) Glneen IaiaRMANT'S NAME (TrPS'Prke) ,,. Mary James ze.. Frederic Fi 1 bert ~«~+TSMMLKq ADDRE$$,Sea.L CAyrtowa SM.. aP Ledal METHDDGF O+sPOSHgN oaE OF OL SP py.PD Box 1294 Monument CO 80132 _ 91,d.1® Crenlekyl^ R.awyrr~,rllSLw^ Oal,ekon^ odr.rs.rrAn r, OSrTaN P.bn•.wr.wrl e,~E 01~ p"•"a^»ar,.P~,«r.cr•nw«r LocaaN-c"w~*.sub,zoce". 11-8-02 ~~. John's Cemeter LICENSE NUMBER 010768-L NAME AND ADDRESS OF FACILRV ,Auburn PA 17922 ,,,. oaI•rrW M me mn deb sae la „~eschwindt-Stabi n as FHI Sch. Haven PA 1797 . P u aped. LICENSE NUMBER DRE SIGNED DRE PRONOUNCED (Mean, par Year) o~ ~. t5. ~v ~ y VfL$ LASE REFER TO MEDIGLL EXAMINE(VCORp1EgT r~ ~' He ^ N"LT X r BIe moW of M"IB• wcn aswala<ar raapiralory arrsM, aMCk p Marl hilwe. I AIIOreaVna,• ~V iNn rY tk,lwm . PART K: OBISr aiSIIAI<rx oondWOrls k)daem hR ry r ~ nkt l••11~Ie kItln lKWadakMi e OIR W foR AS A CONSEOIR'NCE OF} , I I DUE,D,OR ASACONSEOUENCE Df7 LIF CAUSE ~ IMaM. Dar Kar) _. -. ..^ • ......n.nr ueaGwBE HOW INAIM OCCURRED. OF DEQM Nla,eel N011i~ ^ A«idery ^ PuWry lmaugMkal ^ Me ^ N• ^ n. ^ No rea ^ Ne ^ seI<Id. ^ LaAdraelledn.rmmaa °0i Bs. M. ,<- "` ~"' r. ^ ~ «cruul~aYya Iwm.. Mrm. Nr..l.lm«Y, anc. LocaaN Isena,. Lahr . $Iru tERrIFIER ICnaal only vl.I ~ 'fS:1tTIFYING PHYSICIAN fPhyacan cMtlyklg famed deem .MlBn arrolner MYacan naa Parqurcee deals arq complied Kem 231 NATURE ANDTITLE DF CERTIFI TO lM OeM M n•Y kno•MCB.. deem aaerred dw b B•a eeu•a(a) and memyr p.LaW .............. I./1l~ 510. r~ r,~./) W 'PgOIgIINLyfIB AND CERTIFY1110 PHYSICIAN ..........................•..•.......•. LN:ENSE NU R /, / 1 Der Ye,d Te tlw lNS, a m IPnyscu^ Ddn monouncrg eeaM and <mdyng Ncause of deaml ~ V F DRE SKiNED MOT. . - Y knea'Mdgs, Nam oeeurrW M tlIa IArIa, dole, aM PMCe, and dw b UIe uup(e) and manna p a,e,•d' ......................... ^ 71e. W ~ ~,d. ~i/o vfM c- O 'MEDICAL EJ(AMINER/CORONER NAME AND ADDRESS OF PERSpN Y//IO COM IIHn 271T Or Print PLETED CAUSE OF DEATH p On LM Msis of neminetbn end/ar investlgetion, in m ~ t"m.nlLr as ate,ed........... Y opinion, death aC<urrad et,M time, deb, end place, end due Io tM uuaepl eIM aY A • down s e n d MD ~~-~-'- '~~ ~~~ ~-'~- '-"'~-~~~- ,:. 100 S. High Street, Newville PA 17241 Z REGISTMq' IGNATURE AND NUMBER f-~ ~ DRE FH.EDfMOT.OaY. Pearl v. ~ x. ~/1d; ~_ ~ /lam ~ phis is ro a tity~ that the iiitorm Orion here gilcn is correctly copied trortt an ori~ir,a1 certificate o.~ bear;: tic,, i;ie~ ~s;tit me ,ts Loc. tl Re~istrac. Z~he ori~in:i1 certificate will he funvarded ro the Sate ~~ita1 Records Oftiu fur )~:• rlaitcr (;i-ia;>. WAf3NfNG: ft is illegal to duplicate this c®pY by pf?~tostat ar pf~otograpi~. _ r ~ ~'ee fur this cer~itirate, 5.00 .w~.~ ;- ;=~ , ~,, ,. ___ ~ 87._16796 ~;~~. Lora!. ~z~ist~ar ~; 9 ,v^~ f,~ r~. f ,•' "" ~ ~..~. ~'^~~~~~ 05''~R"' ~ COMMONWEAITN Of PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH ~~~z mill ~.n~ ~~~z~.mc~nk I, MARY L. FILBERT, of the Borough of Auburn, County of Schuylkill and State of Pennsylvania, being of sound mind, memory and understanding, do hereby make this my Last Will and Testament, hereby revoking all Wills by me at any time heretofore made. FIRST I direct that all my legally enforceable debts and the ~, `:~ _, ,.~\~ i Yl i ~. expenses of my last illness and funeral shall be paid from my residuary estate as soon as may be convenient after my death, as a part of the expenses of the administration of my estate. SECOND All the rest, residue and remainder of my estate, real, per- sonal, or mixed of whatsoever kind and wheresoever the same may be situate at the time of my death, I give, devise and bequeath unto my husband, E. STUART FILBERT, absolutely and in fee, providing he shall survive me by thirty (30) days. Should my husband, E. STUART FILBERT, predecease me or die K ~ J. ~.~ on or before the thirtieth (30th) day following my death, then I give, devise and bequeath all the rest, residue and remainder of my estate, real and personal, as follows: (A) I give and bequeath all of my jewelry, wearing apparel, books, pictures, silverware, furniture, and alll articles of personal and household use, equipment and ornament to my son, FREDERIC J. FILBERT. (B) All the rest, residue and remainder of my estate, real and personal, I give, devise and bequeath to my son, FREDERIC ~ J. FILBERT, his heirs and assigns forever. THIRD inheritance and succession taxes I direct that all estate, on property passing under this my Will shall be paid out of the ;~ principal of my general estate to the same effect as if said taxes r were expenses of administration, and all legacies, devises and ;3 i other gifts of principal and income made by this my Will, or by any Codicil hereto, shall be free and clear thereof. f FOURTH E I ~ I nominate, constitute and appoint my husband, E. STUART FILBERT, as Executor of this my Last Will and Testament. Should my ~ husband die, renounce or resign, then I appoint my son, FREDERIC J. ~ RT and the PENNSYLVANIA NATIONAL BANK AND TRUST COMPANY, FILBE , i ~ Pottsville, Pennsylvania as Succeeding Co-Executors with all of t e powers of the first named. I direct that my personal E representative shall not be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I, MARY L. FILBERT, have hereunto set my hand and seal to this my Last Will and Testament, which consists of two (2) pages, to each of which I have affixed my signature, A. D., 1992. this ~rc~ daY of I~ou'e.r~,~c~.lti-- , ,~~ ) s } ~ + ~~~ ~ r' -~ ~, ~.~~_ .~, '~.- ( SEAL ;; -2- Signed, sealed, published and declared by the said MARY L. FILBERT, as and for her Last ~Aill and Testament, in the presence of us, who, at her request, and in her presence, and in the presence of each other, all being present at the same time, have subscribed our names as witnesses thereof. ~ -v.,~ ~ ~~ ~~, i v t ~~~. 1 ~.,~ i. -3- Itii(;ItiTE.R'ti rOli~t \O. ~~ CUMBERLAND REGISTER OF WILLS OF COUNTY, PENNSYLVANIA OATH OF SUBSCRIBING WITNESS JAMES L. LEWIS and JANET M. GEIST , (each) a subscribing witness to the codicil/ aillsp that th Y wer ith, (P esente nd saw qualified .according to law, depose(s) and y( ) sign the same and that they MARY L. FILBERT the testatrix , signed as a witness at the request of testatrix other subscr bang wtness(es)) nd (in the presence of each other) (in the presence of the Sworn to or affirmed and subscribed e,,,~,o before me this ~ ~~ day of November 1~X 2002 I~t6eF(a31e J. Ce~se~ i~ry y Ny Com tssion ~Irat WIaAy ~~ Member, Penr-syNeNS Artior+ot t+lotanea _ REGISTER OF WILLS OF SCHL,JYLKILL COUNTY, PENNSYLVANIA OATH OF $d~~-S~SCRIBI~IG ~TNESS an (each) a subscri r hereto, (each) bee * duly q alified acco cling to w, d tpo at s) and say(s) that amiliar with the s' *nature f . of (one oftt~e subscribe * witnesses to) the. codicil/w~ 1 presence 1 herewit and that believes the ignature on a codicile ands llief. e h' ciwritin of to the best of kn wledg Sworn to or affirm and subscribed' before me this day °f 19 Fur thr l~cl;iscrr Register Form No. 24 (Renunciation-Executor/trix) e~l -O.Z.- /033 , PA ~' U\1 C~1`!)~~ ~ ;erg ~C~C~~ Cumberland To: Register of Wills of ~ County Sir: The undersigned FREDERIC J. FILBERT , the executor of the last Will and Testament of MARY L. FILBERT late of West Pennsboro Township Oberland ' County, Pennsylvania, do hereby renounce my right to act as such. Witness: I~ ~~ , ti.,-. ~ ~~ ~n ____ ,r U Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) MARY L. FILBERT Date of Death: November 4, 2002 Will No. 2002-01033 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule ~.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 23, 2003 Name Address FREDERIC J. FILBERT P. O. Box 1294 Monument, CO 80132-1294 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except no exceptions Date: 1 I Z 3 ~ 0 5 ature Name James L. Lewis, Esquire Address 102 East Main Street Schuylkill Haven, PA 17972 Telephone X79 385-0664 Capacity: Personal Representative x Counsel for personal representative © M&T Investment Group ONE SOUTH CENTRE STREET, P O BOX 1150, POTTSVILLE, PA 17901 January 31, 2003 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Gentlemen: n ~~ i ~, f;~ , ~ ~~L RE: Mary L. Filbert Estate S.S. #180-10-0415 File #2002-01033 PA File #21-02-1033 Enclosed is check number 756858 in the amount of $9,500.00, representing a prepayment of $10,000.00 less the 5% discount for the Pennsylvania Inheritance Tax for the above referenced estate. Also enclosed is a copy of this letter, which I would ask you to date stamp and return to me, along with a receipt, in the envelope provided. If you have any questions regarding this matter, please do not hesitate to contact me at (570) 628-9270. Sincerely, ~, ~2~~-, ~~~ Enclosures Federal Express Ann L. Rich Senior Trust Administration Clerk CC: James L. Lewis, Esquire ~03 14:27 FAX 859 669 3501 Internal Revenue Service ~Yl~ Cincinnati, OH 45999 ,''' FEBRUARY 21, 2003 ~' GEORGE B FALLER JOHN C OSZUSTOWICZ 30 CAMBRIDGE CT CARLISLE, PA 17013 IRS/CSC/EXAM Contact Person: Badge Number: Telephone: Estate Tax Closing Document (Not a Bill for Tax Due) Estate Name: MARJORIE F FETTER GOOSSENS Social Security Number: 140-20-3067 Date of Death: October 18, 2000 We have determined the following: NET ESTATE TAX $ STATE DEATH TAX CREDIT: $ GENERATION-SKIPPING TAX $ These figures do not include any interest or penalties that may be charged. ~ 002 0.00 0.00 0.00 Please keep this document in your permanent records. You may need it to complete administration of the estate, such as: close probate proceedings, transfer title to property, and settle state taxes. Keep it with your cancelled check(s) to show that you have met the estate tax obligation. Proof of payment in the amount shown above releases you of personal liability (IRC 2204). If the time for payment is extended under section 6161, 6163 or 6166, personal liability is not released until full payment has been received. We will not reopen this return unless you notify us of changes to the return, or there is evidence of misrepresentation of a material fact, a clearly defined substantial error based upon an established Service position or a serious administrative omission (See IRC 7121). ,, ~. , . Field Director, Cincinnati Compliance Service Center Pam Chell 17-03534 1-866-699-4083 (Toll Free Number) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MANUFACT AND TRADERS TR CO PO BOX 1 150 ONE SOUTH CENTRE STREET POTTSVILLE, PA 17901 fold ESTATE INFORMATION: ssN: ~ so-io-o4i 5 FILE NUMBER: 2102-1033 DECEDENT NAME: FILBERT MARY L DATE OF PAYMENT: 02/03/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 1 1 /04/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ 59,500.00 TOTAL AMOUNT PAID: REMARKS: M&T CHECK# 756858 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO 59,500.00 DEPUTY REGISTER OF WILLS REV-1162 EX111-961 NO. CD 0021 1 5 REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of FILBERT, MARY L. also known as No. 2 0 0 2- 010 3 3 ____ __ _ Date of Death 11/4/2002 Deceased Social Security No. 198-36-49.39 Manufacturers and Traders Trust The Personal Representative(s) of the above Estate, deceased, verify that the items a -_ -- - ---- include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Personal Repres Attorney: James L. Lewis, Esquire ~~~__ !/ Signatur M acturers and Traders Trust Com I.D. No.: 43525 ---------.-_ - ____ Signature: Signature: Address: 102 East Main Street Address: One South Centre Street, Schuylkill Haven, PA 17972 P. O. Box 1150 Pottsville, PA 17901 Telephone: 570/385-4450 Telephone: 570-628-9270 Dated: 7 Z ~ ~ 3 ____ _ Personal Property 934.5790 shares Vision Ciroup Fds. Inc. Small Cap. Stk Fd. Class A (Fund # 1 14) 8,037.38 8,786.674 shares Vision Group Fds. Inc. Large Cap. Core Fund Class A (Fund #76) 56,146.85 I ,02 ] .798 shares Vision Group Fds. Inc. Mid Cap. Stk Class A (Fund #947) 12,445. SO 38,830.43 shares Vision Group of Fds. Inst. Prime Money Market Fund (Fund # 142) 38,830.43 14,503.6 shares Vision Intermediate Term Bond Fund Class A (Fund #123) 140,539.88 Farmers & Merchants Trust Company Savings Account No. OS-02235 ($1,51 ].91; accrued interest $].S9) 1,513.50 Adams County National Bank Checking Account No. 0175293 ($1,023.96; accrued interest $0.64) 1,024.60 M&T Bank Checking Account No. S 146208 ($3,191.08; accrued interest $0.39) 3,191.47 Cash in possession of Decedent 84.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate $274,374.19 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of FILBERT, MARY L. No. 2002-01033 also known as - ----- Date of Death 11/4/2002 Deceased Social Security No. 198-36-4939 Blair Corporation -refund 4.00 The Sentinel -newspaper subscription cancellation Ya. Blue Shield -unearned premium Bank One -final distribution from William F. Lehman Trust National Geographic -magazine subscription cancellation 238.69 96.39 11,909.77 311.73 Total Personal Property $274 2 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002852 LEWIS JAMES L ESQ 102 EAST MAIN STREET SCHUYLKILL HAVEN, PA 17972 fold ESTATE INFORMATION: ssrv: iao-~o-o4i5 FILE NUMBER: 2102-1033 DECEDENT NAME: FILBERT MARY L DATE OF PAYMENT: 07/30/2003 POSTMARK DATE: 07/29/2003 couNTY: CUMBERLAND DATE OF DEATH: 1 1 /04/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5894.83 TOTAL AMOUNT PAID: REMARKS: JAMES L LEWIS ESQUIRE CHECK# 75754 SEAL INITIALS: JA RECEIVED BY: DONNA M. OTTO REV-1162 EX~11-96) 5894.83 DEPUTY REGISTER OF WILLS REGISTER OF WILLS ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JAMES L LEWIS ESQ LEWIS ETAL 102 E MAIN ST SCHUYLKILL HUN COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX APP (O1-OS) DATE 09-15-2003 ESTATE OF FILBERT MARY L DATE OF DEATH 11-04-2002 FILE NUMBER 21 02-1033 _; _ ~ COUNTY CUMBERLAND ACN 101 Amount Remitted PA 17972 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS +~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FILBERT MARY L FILE N0. 21 02-1033 ACN 101 DATE 09-15-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAI SED VALUE OF RETURN SASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 256,000.04 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 18,374.15 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 274, 374.19 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 28,974.57 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.29 2.34 11. Total Deductions (11) 66.91 12. Net Value of Tax Return (12) 242, 107.28 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 242,107.28 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 242,107.28 X 045 . 10,894.83 17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due (lq)= 10,894.83 TOY CRFi1TTC. -- - DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 02-03-2003 CD002115 500.00 9,500.00 03-13-2003 CD002852 .00 894.83 TOTAL TAX CREDIT 10,894.83 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THiS FORM Fort TIJSTRIIrTTnRJC ~ ~ ~-poi- ~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JAMES L LEWIS ESQ LEWIS ETAL 102 E MAIN ST SCHUYLKILL HVN PA 17972 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 E% pFP (01-037 DATE ESTATE OF DATE OF DEA' FILE NUMBER COUNTY ACN ~- 11-10-2003 FILBERT MARY L TH 11-04-2002 21 02-1033 CUMBERLAND 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-03) ~*~ INHERITANCE TAX STATEMENT OF ACCOUNT *~~ ESTATE OF FILBERT MARY L FILE N0. 21 02-1033 ACN 101 DATE 11-10-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-15-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 10,894.83 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 02-03-2003 CD002115 500.00 9,500.00 07-29-2003 CD002852 .00 894.83 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 10,894.83 .00 .00 .00 STATUS REPORT UNDER RULE 6.12 Name of Decedent: MARY L. FILBERT Date of Death: November 4 2002 Will No. 2002-01033 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes the administration will be complete: 3. If the answer to No. 1 is Yes, State the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date January 27, 2004 Signature ~ ~-~-~ Name J S L. LEWIS. ESQUIRE (PLEASE TYPE OR PRINT) Address 102 East Main Street Schuylkill Haven, PA 17972-1699 Telephone: 15701 385-0664 Capacity: Personal Representative X Counsel for Personal Representative \t-\()\-\'2. Register of wills File No. 2002-0103l REI'.lloOOH'(6.oo) '* REV-1500 % ~ Wc .....w_..~_w~-.~...__._w.w_w_w_..___w_,.,_,__.w.. .w.W"..WM"_'_Y_" . . OFFICIAL USE ONLY INHERITANCE TAX RETURN 62 ...........u.................................. ............,..... .......M... ...h.m............ ...., ...... --~- COMMONWEAL TIi OF PENNSYLVANIA FILE NUMBER DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 02 1033 OEPT.2IlOOOl IiARRISBURO,PA 17128-0001 COUNTY CODe YEAR NUMBEA DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER FILBERT, MARY L. 198~36-4939 ~ Z DATE OF DEATH (MM-DD.YEAR) DATE OF BIRTH (MM-DD-YEAR) w THIS RETURN MUST BE FILED IN DUPLICATE WITH THE Q w 11/04/2002 04/21/1907 u REGISTER OF WILLS w c _ Q (IF APPUCABLEj SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER . I~ ,. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date o! death prior to 12-13-82) w ~ 0 0 4a. Future Interest Compromise (dale 01 death 0 :r(~(/) 4. limited Estate 5. federal Estate Tax Return Required u"'~ after 12.12-82) w~u ~ 0 0 ~OO 6. Decedent Died Testate (Attach copy 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes ug:a:l 01 Will) copy 01 Trust) - ~ " 0 9. litigation Proceeds Received 0 10. Spousal Poverty Credit (date 01 death between 0 11.Eleclion to tax under Sec. 9113(A) (Attach Sch 0) -- 12.31-91 and 1-1-95) .,.."", .......'.'.".'..'..'..,.....--.'."""....,..,......."""'."""''-''''''''''''''''''.'''''','.'',','',',....,...,.".".'.',-,'.',.".,.,..,.'u......,.'.'..,'......,....,...,..,.,..,.".., T!'lii1~ECtl()~i.jtlSfilEPQMM;Ejjji;!'Atc$ORijE$PQ~PENliEMi;!!;:QNFii;!ENriAUtAx!Nf!QllMllt1QN~Qij~til!EP!RElijjji;!tp; .","~''';'''.' AME COMPLETE MAILING ADDRESS ,;,~ James L. Lewis, Esquire WZ ._u._ - g?~ lAM NAME (II applicable) 102 East Main Street OZ Lewis, Williams and Caravan u~ f-- Schuylkill Haven, PA 17972 ELEPHONE NUMBER 570/385-4450 ........,rl"':....................u.m....,............<..........................................., .......... 1. Real Estate (Schedule A) (1) Non~"'- ~.j. . OFFICIAL U~pNLY :..: ~!' 8 ::. 2. Slocks and Bonds (Schedule B) (2) 256,000.04 r' ! c- 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None = r- 4. Mortgages & Notes Receivable (Schedule D) (4) None w co 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 18,374.15 2 (Schedule E) - 6. Jointly Owned Property (Schedule F) (6) None C..j 0 Separate Billing Requested Ul 7. Inter. Vivos Transfers & Miscellaneous Non-Probate Property (7) None , (Schedule G or l) ~........................... ............................................ 8. Total Gross Assets (total Lines 1-7) (8) 274,374.19 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 28,974.57 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 3,292.34 11. Total Deductions (total Lines 9 & 10) (11) 32,266.91 12. Net Value of Estate (Line 8 minus Line 11) (12) 242,107.28 13. Charitable and Governmental BequeststSec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) . 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 242,107.28 -_.- SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, x ,00 (15) or transfers under Sec. 9116(a)(1.2) - _c _....~ Z 242,107.28 ,045 (16) 10,894.83 0 16. Amount of line 14 taxable at lineal rate x ~ - " ~ ~ ~ 17. Amount of Line 14 taxable at sibling rate x .12 (17) " 0 u x 18. Amount of Line 14 taxable at collateral rate :0 x .15 (18) 19. Tax Due (19) 10,89483 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 20. 0 :..,~#::~~~~ij~~iQ:~W$ij:A@~Agqt@N~::!t*:~~~~~~:~(p~:Aijp~:6$.$ij~~::M*tH:#{~::~::::::. Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-ll0) Oocedent's Complete Address: STREET ADDRESS c/o Green Ridge Village 210 Big Spring Road -- CITY -- Newville I STATE PA 1 ZIP 17241 . Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 10,894.83 9,500.00 500.00 Total Credits (A + B + C) (2) 10,000.00 3. InteresVPenalty if applicable O. Interest E. Penally (3) 0.00 (4) (5) 894.83 (5A) (58) 894.83 Total Interest/Penalty (0 + E) 4. If Une 2 is greater than Line 1 + Line 3, entertne difference. Thisistl1e OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 6 + SA. This is the BALANCE DUE. Make Check to; REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.. b. reta'ln the right to designate who shall use the property transferred or its income;.. c. retain a reversionary interest; or.., d. receive the promise for life of either payments, benefits or care? ................ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. ............... ..................... 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.. .................. . '~ i o ~ o ~ o ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS 15 YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. Untiel penalties 01 periulY, \ tledaletn:rt \ have examined this return, includin~ accompany'lng schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the personal representative IS based on all Information of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Manufacture d T cVifiJY. r/ P, SIGNATURE 0 P SON RESPONSIBLE FOR FILING RETURN One South Centre Street, P. O. Box I ISO Pottsville, PAl 790 I DATE 7/2 ria r DATE ADDRESS DATE ADDRESS ... 102 East Main Street Schuylkill Haven, P A 03 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefiCiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116 1.2) [72 P .5. ~9116 (a) (1 )1. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibllng is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. -. SCHEDULE B STOCKS & BONDS ESTATE OF FILBERT, MARY L. COMMONWFAl TH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER . 21-02-1033 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH I 934.5790 shares Vision Group Fds. Inc. Small Cap. Stk Fd. Class A (Fund #114) 8.60 8,037.38 2 8,786.674 shares Vision Group Fds. Inc. Large Cap. Core Fund Class A (Fund #76) 6.39 56,146.85 3 1,021798 shares Vision Group Fds. Inc. Mid Cap. Stk Class A (Fund #947) 12.18 12,445.50 4 38,830.43 shares Vision Group ofFds. Ins!. Prime Money Market Fund (Fund #142) 1.00 38,830.43 5 14,503.6 shares Vision Intermediate Term Bond Fund Class A (Fund #123) 9.69 140,539.88 I I TOTAL (Also enter on line 2, Recapitulation) 256,000.04 '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PENNSYlVANIA INHERn.......cETAX RET\JRN RESIDfNT DECEDENT I FILE NUMBER 21-02-1033 ESTATE OF FILBERT, MARY L Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. VALUE AT DATE OF DEATH 1,513.50 ITEM NUMBER ~---- ----.. 1 Farmers & Merchants Trust Company Savings Account No. 08-02235 ($1,511.91; accrued interest $1.59) DESCRIPTION 2 Adams County National Bank Checking Account No. 0175293 ($1,023.96; accrued interest $0.64) 1,024.60 3 M&T Bank Checking Account No. 5146208 ($3,191.08; accrued interest $0.39) 3,191.47 4 Cash in possession of Decedent 84.00 5 Blair Corporation - refund 4.00 6 The Sentinel - newspaper subscription cancellation 238.69 7 Pa. Blue Shield - unearned premium 96.39 8 Bank One - final distribution from William E. Lehman Trust 11,909.77 9 National Geographic - magazine subscription cancenation 311.73 TOTAL (Also enter on Line 5, Recapitulation) 18,374.15 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT QECEDENT ESTATE OF FILBERT, MARY L I FILE NUMBER 21-02-1033 Debts of decedent must be reported on Schedule I. -- --- ITEM DESCRIPTION AMOUNT NUMBER - -~- A. FUNERAL EXPENSES: I Geschwindt-Stabingas Funeral Home, Inc. - funeral 6,090.00 2 Geschwindl-Stabingas Funeral Home, Inc. - lettering of headstone 180.00 B. ADMINISTRATIVE COSTS: 11.600.00 1. Personal Representative's Commissions Manufacturers and Traders Trust Company Social Security Number(s) I EIN Number of Personal Representative(s): Street Address Que South Ceutre Street" P.O. Box II SO City Pottsville State PA Zip 17901 - Year(s) Commission paid 2003 2. Attorney's Fees Lewis, Williams and Caravan - James L. Lewis, Esquire 10,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Mary C. Lewis, Register - probate will, judicial surcharge, short certificates, 32 LOO 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 The Sentinel - estate notice and proof of publication 122.63 2 Cumberland Law Journal - estate notice and proof of publication 75.00 Total of Continuation Schedule(s) 585.94 ---- - TOTAL (Also enter on line 9, Recapitulation) 28,974.57 . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX AETURN RESlDENl DECEDENT Schedule H Funeral Expenses & Administrative Costs continued -~;---rp anners & Merchants Trust Company - research cost to cIose account I FILE NUMBER 21-02-1033 ESTATE OF FILBERT MARY L , . 5.00 4 Celeste Geschwindt - corrected death certificates 37.00 5 M&T Bank - Income Commissions 113.94 6 Parente Randolph PC - income tax preparation fee 305.00 7 Marv C Lewis. Register - tile account 125.00 Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEA!- rn Of PENNSYLVANIA INHERITANCE TAX RETUflN RESIOF.NT DECEDENT I FILE NUMBER 21-02-1033 ESTATE OF FILBERT, MARY L. Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION AMOUNT 331.52 Continuing Care - balance due for prescriptions 2 U. S. Treasury - estimated quarterly 2002 income tax payment 506.00 3 Pa. Dep!. of Revenue - estimated quarterly 2002 income tax payment 344.00 4 U S. Treasury - balance 2002 Federal incomc tax liability 1,080.00 5 Pa. Dep!. of Revenue - balance 2002 State income tax liability 297.00 6 M& T Bank - final fee re Mary Filbert Trust Agreement 185.04 7 Swaim Health Cenlcr Nursing Home - final bill for long-term care 111.85 8 Swaim Health Center Nursing Home - final bill for personal care 218.93 9 Swaim Hcalth Center Nursing Home - guest meals charge 18.00 10 Checks cleared after death written out ofM& T Checking Account NO.5 I 46208 200.00 TOTAL (Also enter on Line 10, Recapitulation) 3,292.34 REV.1513 EX+ (9..00) *' SCHEDULE J BENEFICIARIES L_ _ I FILE NUMBER 21-02-1033 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILBERT, MARY 1.. NUMBER ! RELATIONSHIP TO AMOUNT OR SHARE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY n_ ~ECEDENT OF ESTATE -~-- I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Frederic J Filbert Son Entire residue P. O. Box 1294 Monwncnt, CO 80132-1294 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 I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II _ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET }AN:2H3 ~q1! 03.51 "M '"" ~ j M AND: :NV GROUP 51 FAX.'5706221306 PAGE 2 1East Bill aub Qft9t~ltt T, MARY L. FILBERT, of the Borough of Auburn, County of Schuylkill and State of Pennsylvania, being of sound mind, memory and understanding, do hereby make this my Last Will and Testament, hereby reVOking all Wills by me at any time heretofore made. FIRST I direct that all my legally enforceable debts and the expenses of my last illness and funeral shall be paid from my residuary estate as soon as may be cOnvenient after my death, as a part of the expenses of the administration of my estate. SECOND All the rest, residue and remainder of my estate, real, per- sonal, or mixed of whatsoever kind and wheresoever the same may be situate at the time of my death, r give, devise and bequeath unto my husband, E. STUART FILBERT, absolutely and in fee, providing he shall survive me by thirty (30) days. Should my husband, E. STUART FILBERT, predecease me or die on or before the thirtieth (30th) day following my death, then I give, devise and bequeath all the rest, residue and remainder of my estate, real and personal, as follows: (A) I give and bequeath all of my jewelry, wearing apparel, books, pictures, silverware, furniture, and alll articles of personal and household use, equipment and ornament to my son, FREDERIC J. FILBERT. JAN-23-03 THU 03:52 PM - I. f M AND T lNV GRO[P st FAX:5706221306 PAGE 3 (B) All the rest, residue and remainder of my estate, real and personal, I give, devise and bequeath to my son, FREDERIC J. FILBERT, his heirs and assigns forever. THIRD I direct that all estate, inheritance and succession taxes on property passing under this my Will shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all legacies, devises and other gifts of principal and income made by this my Will, or by any Codicil hereto, shall be free and clear thereof. FouF.TH I nominate, constitute and appoint my husband, E. STUART FILBERT, as Executor of this my Last Will and Testament. Should my husband die, renounce or resign, then I appoint my son, FREDERIC J. FILBERT, and the PENNSYLVANIA NATIONAL BANK AND TRUST COMPANY, Pottsville, Pennsylvania as Succeeding Co-Executors with all of the powers of the first named. I direct that my personal representative shall not be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I, MARY L. FILBERT, have hereunto set my hand and seal to this my Last Will and Testament, which consists of two (2) pages, to each of which I have affixed my signature, this :snJ, day of Nove.....kJ'L , A. D., 1992. '7J~ 2i! ~ (SEAL) -2- JAN;23-03 TEU 03:5: PM M AND T lNV GRO[P st . \JIlt} ..JVULlI \"rt:111I C vl/ C'C;, P 0. Box'1150 Pottsville, PA 17901 . Phone # (570) 628-9270 Fax # (570) 622-1306 FAX:5706221306 PAGE 1 Fax FalC 3 ~S -'5740 Pl>one: 2:> ~ S - D{.o lD~ ~hU Page.: To Date: Re: cc: o Ul'!Jent 0 For Review 0 Please Comment [J Please Reply 0 Please Recycle . Comments; ~ JAp,23C" T 64 ~ !- "'" r' r , ., I 1 I I 0:'.52 PM MAN) T ZNV GROUP Sf FAX 5706221306 PAGE 4 Signed, sealed, published and declared by the said MARY L. FILBERT, as and for her Last will and Testament, in the presence of us. who, at her request, and in her presence, and in the presence of each other, all being present at the same time, have subscribed our names as witnesses thereof. ~~'~u~' \ r:m ;:Jw;t -3-