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Home My WebLink About02-1059 November 19, 2002 Ann M. Spade 515 Spring House Road Camp Hill, PA 17011 TIH~ ESTATE SECURITY FC?R~~L~I_ ~~~ Re: Estate of Ann T. Moore, deceased Dear Ann: Enclosed please find the documents that you need to present to the Register of Wills at the Cumberland County Courthouse in order to open an estate for your mother. The Office of the Register of Wills is on the first floor of the Courthouse. You should order three (3) short certificates and the Register will mail them directly to you. Ask the Register to mail the Letters Testamentary to me in the envelope provided. The probate fee is based on a range of assets between $10-20,000.00. The total probate fee should be about $95.00. The Register will accept cash or a check but no credit cards. Your need to present one of the short certificates to the bank in order to open an estate account. You should title the new account as follows: Estate of Ann T. Moore, c/o Ann M. Spade, Executrix. Use tax identification number 25-6822551 for the estate account. Do not open aninterest-bearing account. Once the estate account is established you should reimburse yourself for any costs you have advanced. Should you have any questions, or need any additional information regarding these enclosures, please do not hesitate to contact me, or Edward P. Seeber, Esq., Counsel to the Estate. Very truly yours, Gf ~ - ~' ~~ ,~~~~ Elizabeth S. Eck. Paralegal Elizabeth S. Eck Paralegal ese a jsdlegal.com 134 SIPE AVENUE HUMMELSTOWN. PA 17036 /ese Enclosures F:\HOM E\ESE\Moore\Ann03.doc MAILING ADDRESS PO BOX 650 HERSHEY, PA 17033 TOLL FREE 1.800 942.3660 TEL. 717.533 3280 FAX 717.533.7771 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Ann T. Moore also known as Ann M. Spade Petitioner(s), who is/are 18'years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELCIW:) Deceased Social Security No. 186-28-3647 ^X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the executrix named in the last Will of the Decedent, dated 09/01/1983 and codicil(s) dated 10/11/1993 - none - State relevant circumstances, e. g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: - no exceptions - B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente life; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: or principal residence at 325 Wesley Drive, Lower Allen Townshi (list street, number, and municipality) Decedent, then 94 years of age, died 10/30/2002 at Bethany Village, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 15,000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ TOTAL $ 15,000.00 situated as follows: - no real estate - Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a ro riate form to the undersi ned: Si nature T ed or tinted name and residence / Ann M. Spade G~iivt~ ~ • ~1 Q ~- 515 S tin House Road, Cam Hill, PA 17011-1455 No. 21-02-1059 Prepared by the Pennsylvania Bar Association Copyright (c) 1946 form software only CPSystems, Inc. Form R W-'f (1991) (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. J Sworn to or affirmed and subscribed G~~/k~-/ ~~l 4~,:.J~1 d Ann M. Spade ~ before me this 25thday of NOVEMBER ~ 2002 "~ ~~(~~~C~ o~i~ for the Register No. 21-02-1059 Estate of Ann T. Moore Deceased Social Security No: 186-28-3647 Date of Death: 10/30/2002 AND NOW, NOVEMBER 26, 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ^X Testamentary ~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate) are hereby granted to Ann M. S in the above estate and that the instrument(s) dated 09/01/1983 10/11/1993 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters . $ 50.00 ~jy >~?_Q~ ~ O~i~cJ ~~~ .C~.ee~~=_~ Register of Wills /'~~~~~j~i~~~~ Short Certificate(s). ~. $ 9.00 Renunciation. $ Attorney: Edward P. Seeber Affidavits ( ) $ LD. No: 76084 James, Smith, Durkin & Connelly Extra Pages ( 5 ) . $ 15 .00 Address: 134 Sipe Avenue Codicil. .. $ 10.50 Hummelstown, PA 17036 JCPFee. $ 10.00 Telephone : 717/533-3280 Inventory. $ Other $ TOTAL. $ 94.50 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) i r- FIRST CODICIL TO WILL OF ANN T. MOORE 21-02-1059 I, ANN T. MOORE, presently residing at Country Meadows II, Suite 46, 355 South Sporting Hill Road, Mechanicsburg, Cumberland County, PA 17055, do make, publish and declare this to be the First Codicil to my Will dated September 1, 1983. The following new Item I(A). is added to page one of my aforesaid Will: Item I (A~. I give and bequeath my diamond solitaire ring to my son, James J. Moore. I give and bequeath my two (2) mallorca pearl necklaces, my filigree white gold bracelet set with zircons, the cameo pin I received from my grandmother and my best watch to my daughter, Mary Baker. I give and bequeath my eternity ring with seven (7) diamonds, my ring with three (3) opals and my garnet ring with two (2) diamonds to my daughter, Ann M. Spade. In every other respect I hereby confirm and republish my Will dated September 1, 1983. IN WITNESS WHEREOF, I set my hand and seal to this First Codicil to my Will dated September 1, 1983, on this ~~ ~ day of n -~~~ -Z'' , 19 9 3 . ~~ Z-~z~~ An T. Moore ~, The preceding instrument, was on the date thereof signed, published and declared by Ann T. Moore, the Testatrix herein named, as and for her First Codicil to her Will dated September 1, 1983 in our presence, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses whereof. ~~)` W TNESS ~~ ,, __%,~~ WITNESS COMMONWEALTH OF PENNSYLVANIA COUNTY OF I, Ann T. Moore, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my First Codicil to my Will dated September 1, 1983; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by Ann T. Moore, the Testatrix, this f"/1 day of ~'~~~`~. 1993. ~~ ~~ Ann T. Moore NO ARY PU LIC My Commission Expires: NOTARIAL SEAL STACEY L FINK, Notary Public East Manchester Twp., York Co. MV Commission Eroires Feb. 19. 1996 . ' r 4 f COMMONWEALTH OF PENNSYLVANIA COUNTY OF we,~~;~a~« ~.~'~b(~~~(lhand ~~-~L~N ~~ ~~~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her First Codicil to her Will dated September 1, 1983; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the First Codicil to Will as a witness; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Vf MILL L. ~Cs~~~cll~nd ~^~ ~~~~ ~ (_1lf~~ witnesses, this ~U~ day of ~C,~~~ 1993. ~~ ~; ~ ~ i ~~~~~a ~ ` ~~ ,h ~ ~ W' ~. ITNESS j' l -~~~~~ ~ U WITNESS ~~ ~~~~ NOTARY PUB IC My Commission Expires: NOTARIAL SEAL STACEY L. FINK, Notary Public East Manchester Twp., York Co. My Commission Exaires Feb. 19. 1996 c, t 21-02-1059 LAST WILL AND TESTAMENT OF ANN T. MOORE I, Ann T. Moore, of Lower Paxton Township, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all prior Wills and all Codicils made by me at any time heretofore. ITEM 1. I direct that all my legally valid debts, f uneral and administration expenses, and inheritance and estate taxes incurred on account of my death shall be paid by my personal representative out of my residuary estate as soon after my death as practicable. ITEM 2. I give, devise and bequeath all the rest, residue and remainder of my estate, of every nature and wherever situated to my three children, JAMES J. MOORE, JR., MARY BAKER and ANN M. SPADE, in equal shares and to be distributed per stirpes. If any of my said three children should fail to survive me by sixty (60) days, then he or she shall be deemed to have predeceased me for all purposes hereunder. ITEM 4. No interest of any beneficiary under this Will or any Codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. ITEM 5. t~fy Executrix and her successor acting hereunder shall have the following powers in addition to those vested in my Executrix by law and by other provi:~ions of this Will, applicable to all property, real, Page One of Three Pages ~,L.,• (SEAL) ~ ANN T. MOORE ti -, personal and mixed and wheresoever situated, including property held for minors, whether principal or income, exercisable without court approval and effective with respect to each item of said property, until actual distribution: A. To retain as investments of my estate, any or all of my estate, real or personal or mixed, without regard to any principal of diversification, and to hold any or all of such real and personal property retained or acquired without making the same productive of income; B. To pay all taxes, charges and expenses of maintenance, upkeep, improvement, development, protection, preservation ar~cl investment of any retained or acquired real or personal property, such payments to be made from either principal or income as my said Executrix shall determine; C. To retain or invest any and all funds, whether principal or income, in any real or personal property, without restrictions to legal investments; D. To purchase investments at premiums; to exercise all rights of a security holder or shareholder in any corporation; arx7 to lease, mortgage, ' pledge, give options upon or sell at public or private sale and without approval of any court and without any responsibility to the buyer or buyers to see to the application of the purchase price, any real or personal property, or portion or portions thereof, irrespective of the manner or the means by whicYi the same was acquired by my said Executrix; E. To make any payment or distribution herein provided for in cash or in kind, or partly in cash and partly in kind, at valuations fixed by my Executrix at the time of distribution. '~ Page Two Of Three Pages v' ~L) T. MOORS ~~ •~ ~ , ITEM 6. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. ITEM 7. I nominate, constitute and appoint my daughter, ANN M. SPADE, as Executrix of this My Last Will and Testament. If she does not act or continue to act: as my Executrix, then I nominate, constitute and appoint my son, JAMES J. MOORE, JR., as Executor of this, my Last Will arr3 Testament. IN WITNESS WHEREOF, I set my hand and seal to this, my Last Will and Testament, this ~ day of , 198. ~~ t~~/ -~ (SEAL) ANN T. MOORE The preceding instrument, consisting of this and two (2) other typewritten pages, signed at the bottom of each page for security purposes, was on the date thereof signed, published and declared by ANN T. MOORE, the Testatrix herein named, as and for her Last Will and Testament in our presence, who, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses whereof. s. ~ f. COl'~9MONWEALTH OF PENNSYLVANIA: :ss. COUNTY OF DAUPHIN We, the Testatrix and the witnesses, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned that the Testatrix signed and executed the instrument as her Last Will, that she signed willingly, and executed it as her free and voluntary act for the purposes therein contained, and that each of the witnesses, in the presence and hearing of the Testatrix, was at the time .eighteen (18) years of age or older, of sound and disposing mind and under no constraint or undue influence. ~~r A T. MOORS Sworn to and subscribed before me this ~~.Sr day of ~~~ti~~1')~t~'u ~~~_ 1983. NOTARY PUBLIC CHRISTINE E. DAVI5, Ndt~ry Public Harrisburg, Dauphin Co., Pa. My Commission Expires April 7, 19P6 f? WITNESS ~ V ` CERTIFICATION OF NOTI E TNDER R TLE 5 6(A~ Name of Decedent: Ann T. Moore Date of Death: October 30, 2002 Will No.: Admin. No.: 2002-01059 TO THE REGISTER OF WILLS OF CUMBERLAND COUNTY: 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 27, 2002 Name Address Ann M. Spade 515 Spring House Road, Camp Hill, PA 17011 Mary M. Baker 5601 North 32"d Street, Arlington, VA 22207 James J. Moore 103 Laurel Way, Ponte Verde Beach, FL 32082 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: - no exceptions - Date: J ~ '~~t ~ ? Signature: Name: Address: Telephone Capacity: James, Smith, Durkin & Connelly ccP 134 Sipe Avenue Hummelstown, PA 17036 (717) 533-3280 Personal Representative X Counsel for Personal Representative H:\HOME\ESE\Moore\Ann 12.doc u ,~ `,. ,-: =~ ° ----- ---- u, ~ ' -- -~~ o - ____ -- -- `~ m _ ~ _ i a- ------ -- ----_ m -.~. _. m ~ o ~ -- __~ o = - -- ---- o -.~. -- -~~ '-------_ '~ u~ -- -------_' ~...~ "~~ ru ------- -- =... c~ - ~ ' o r.. .r., 3 a w .a o a ~ a ~' v a ~~ w ~~' o z z ~ x ~ `~ U M ~ ~ ~o~i' w ~ ~ ¢ ~U roM ~ ~~o z A O ~ ~- `~ ~v~ a~ o z -° ~ a ~ A °" a O 73 .C ~' ~ w c .~ W ~ U -~ C/] .Z' ~ ~ ~ 41 S~.i ~ W A U U ti January 16, 2003 Sent via certi Fred mail Return receipt requested Article #7002 OS10 0003 3930 9507 Donna M. Otto, Deputy Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Ann T. Moore ~~~;~ ESTATE SECURITY Department of Revenue File No. 21-02-1059 Elizabeth S. Eck Paralegal ese@jsdlegal.com Dear Ms. Otto: Enclosed please find an original Pennsylvania Inheritance Tax Return with attachments and two copies with no attachments for the referenced Estate as well as an original and one copy of an Inventory. Please forward the original Return to the Department of Revenue and keep one copy of the Return and the original Inventory for your files. Kindly "clock-in" the remaining copies, and return them to me in the envelope provided. Also enclosed are the following checks: 1. #43240 in the amount of $31.00 payable to the Register of Wills for filing fees, and 2. #1014 in the amount of $5,680.01 payable to the Register of Wills, Agent, for inheritance taxes due the Commonwealth; this payment is made within ninety (90) days of the decedent's death and thus qualifies fora 5% discount. Should you have any questions regarding these enclosures, please do not hesitate to contact me, or Edward P. Seeber, Esq., Counsel to the Estate. li~ truly yours, ~ ~ Elizabeth S. Eck Parale al 134 SIPE AvEN~E g HUMMELSTOWN. PA 17036 MAILING ADDRESS /ese PO BOX 650 HERSHEY, PA 17033 Enclosures TOLL FREE 1.800.942.3660 cc: Ann M. Spade TEL. 717.533.3280 FAX 717.533.7771 }i:\HOME\ESE\Moore\Ann 19.doc www. jamesestatep Ian. com , REV-1500 EX + (6~OO) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT C- OFFICIAL USE ONLY /7- /(J3- 9 FILE NUMBER o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME(LAST, FIRST,AND MIDDLE INITIAL) Moore Ann T. DATE OF DEATH (MM-DD-YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 186-28-3647 THIS RETURN MUST BE AlEO IN DUPLiCATE WlTH THE DATEOF BIRTH (MM-OD-YEAR) 21-02-1059 NUMBER REGISTER OF WILLS SOCIAL SECU I Y NUMBE X 1. Original Return 4. limited Estate X 6. Decedent Died Testate (Attach copyofW1J1) o 9. LItigation Proceeds Received 2. Supplemental Return 4a. Future Interest compromise (date of death after 12~ 12-82) 7. Decedent MaIntaIned a LIving Trust 1 (Attach copy of Trust) 010. Spousal Poverty Credit 0 (date of death between 1l-31-91 and 1-1-'95) ,II COMPLETE MAILING ADDRESS 3 A date of death . emafnder Return prIor to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Numberof Safe Deposit Boxes 17036 OFFICIAL USE ONLY (8) 145,437.20 (11) 12 .571.43 (12) 132,865.77 (13) (14) 132,865.77 (15) (16) (17) (18) (19) 0.00 5,978.96 0.00 0.00 5,978.96 \ .~fs'~o,nbN! .1iIs,t8 NAME Edward P. Seeber FIRM NAME{lf Applicable) James, Smith, Durkin TELEPHONE NUMBER & Connell , LLP 134 Sipe Avenue Hummelstown, PA R E C A P I T U L A T I o N 533-3 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. Jointly Owned Property (Scheduie F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule t) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to taX has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) None 1,489.40 None (4) (5) None 12,006.85 (6) 35,009.07 96 , 931. 88 12,429.08 142.35 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 132,865.77 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X X X X .0 0 .0 45" .12 .15 Copyright (c) lOOO formsoHware only The Lacknet Group, Inc. Form REV-1500 EX (Rev. 6~00) , Decedent's Complete Address: STREET ADDRESS 325 Weslev Drive CITY I STATE I ZIP Mechanicsbur" PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (I) 298.95 Total Credits ( A + B + C) (2) 298.95 Total InteresVPenalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. \f Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER. OF ""IllS, AGENT ...._,..,""_.,"',.,_....,.._.,..:~"!:.i!!!!:I!!!ij.!:,~:q;!:::!:!::::!:!:!!:!:!!!!!!!!I:!!!!!!i!!!!!..::i:!i:j!!i!!!m:W!!!!i!!!!::!::;:::!'~!~:':~::'::::,...:...:;:::::::::::~::::::::::::ii::i:::iii! !iii!i!ii!i!!!:;..;:;!;!!?;;;!!!!;;i;;;;;;;;:~;:..:)!!!..!!!!!!!!!!!m!!!!!!i!!!!ii!!!!:!-.:::::::::::!:!!:!!!!U!.:!!!::W,E:~!~:~~:!:!:!!;;;; PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. 3. Interest/Penalty if applicable D. Interest E. Penaity 0.00 Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain 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? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ I]J o o 5,978.96 0.00 5,680.01 0.00 5,680.01 o []] []] Under penalties of perJury, I declare that I have examined this retum.Il'.Cluding accompanying 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 representatrve is based on all information of which preparer has any knowledge. SIGNATURE OF PERSoN RESPONSIBLE FOR FlUNG RETURN Ann M. Spade _ _ _5.!?_ _~l',_i-'!~L !l-,~~~~_ }~9?_<! _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Cam Hill, PA 17011-1455 James, Smith, Durkin & Connelly, LLP u_~~~_ _~ !p~_ _"''J~_'"!~~_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Hummelstown PA 17036 DATE //15 /03 For a s 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 sur iving spouse is 3% [72 P.S. 9116 (a)(I.I) (i)J. 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. 9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable e....en if the sur....i....ing spouse is the only beneficiary. Far dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0'% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2) [72 PS. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. 9116(aX1.3)J. 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. CopyrIght (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rell. 6~OO) t REV-1503EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Ann T. Moore SSff 186-28-3647 10/30/2002 All property jointly...owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION 44 shares PPL Resources Inc H1dg Co, CUSIP #693499105 - Common stock, traded on the NYSE; titled in decedent's name alone and held in certificate form; valued per online services. UNIT VALUE 33.85 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. TOTAL (Also enter on line 2, Recapitulation) 21-02-1059 VALUE AT DATE OF DEATH 1,489.40 1,489.40 Form REV-1503 EX (Rev. '~97) REV-isoa EX + (i-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Ann T. Moore SS# 186-28-3647 10/30/2002 21-02-1059 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jOintly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION First Union Wachovia Bank - Non-interest bearing checking account #1000630108203, titled in decedent's name alone, valued per servicenter associate letter. VALUE AT DATE OF DEATH 6,439.40 2 First Union Wachovia Bank - Savings account #3063980027820, titled in decedent's name alone, valued per servicenter associate letter. 5,218.80 3 First Union Wachovia Bank - Accrued interest earned on savings account #3063980027820, referenced above. 0.36 4 Health South - Refund of overpayment of bill from Rehab Hospital 45.82 5 Refunds - Miscellaneous 302.47 TOTAL (Also enter on line 5, Recapitulation) $ 12,006.85 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15G8 EX (Rev. 1-97) REV-1509EX + (1-97) SCHEDULE F JOINTL V-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ann T. Moore SS{! 186-28-3647 10/30/2002 FILE NUMBER 21-02-1059 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME Ann M. Spade ADDRESS RELATIONSHIP TO DECEDENT 515 Spring House Road Daughter Camp Hill, PA 17011-1455 B. James J. Moore 103 Laurel Way Son Ponte Vedra Beach, FL 32 c. Mary M. Baker 5601 North 32nd Street Arlington, VA 22207 Daughter JOINTLY-OWNED PROPERTY, LETTER ITEM FOR JOINT NUMBER TENANT 1 ABC DATE MADE JOINT 02/01/02 DESCRIPTION OF PROPERTY I nclude name of financial institution and bank aCCOUr'lt number or similar identifying number. Attach deed for jointly- held real estate. First Union Wachovia Bank - Checking account #1010049419049, titled joint with right of survivorship with decedent's son and two daughters, principal balance plus accrued interest valued per servicenter associate letter; account was opened within one year of decedent's death; account was opened with funds from 3 equal certificates of deposit, each titled jointly with one of decedent's 3 children. 2 08/23/02 Waypoint Bank - Certificate of Deposit account #7100031783, titled joint with decedent's daughter; principal balance plus accrued interest valued per senior services representative letter; account was opened within one year of decedent's death; account was opened A DATE OF DEATH VALUE OF ASSET 31,582.53 % OF DATE OF DEATH DECD.S VALUE OF INTEREST DECEDENT'S INTEREST 50.00% 15,791.27 38,435.60 50.00% 19,217.80 0.00 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. 35,009.07 Form REV-1509 EX (Rev. 1~97) Estate of: Ann T. Moore Soc Sec #: 186-28-3647 Date of Death: 10/30/2002 Item Ltr for If Jt Ten Date Joint Continuation of Schedule F (Jointly Owned Property) Description of property Total Val of Asset Decds % Int Dollar Val of Deeds Interest with funds from matured certificate of deposit at First Union Bank titled jointly with decedent's daughter. 0.00 REV-1510 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ann T. Moore SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY 55ft 186-28-3647 10/30/2002 FILE NUMBER 21-02-1059 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREW THE~ DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE 0 TRA SFER. NUMBER ATTACH A COPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Delaware Investments - 66,097.92 50.00% 3,000.00 30,048.96 Delaware Tax-Free Pennsylvania Fund A Class account #07/5077417262-5, titled jointly with son, James J. Moore; account was transferred to son's name alone on June 27, 2002 within one year of death. 2 Delaware Investments - 66,097.92 50.00% 3,000.00 30,048.96 Delaware Tax-Free Pennsylvania Fund A Class account #07/5077417286-1, titled jointly with daughter, Mary M. Baker; account was transferred to daughter's name alone on June 27, 2002 within one year of death. 3 Delaware Investments - 66,097.92 50.00% 3,000.00 30,048.96 Delaware Tax-Free Pennsylvania Fund A Class account #07/5077417274-8, titled jointly with daughter, Ann M. Spade; account was transferred to daughter's name alone on June 27, 2002 within one year of death. 4 Neill Funeral Home, Inc. - 6,785.00 100.00% 0.00 6,785.00 Pre-paid funeral contract TOTAL (Also enter on line 7, Recapitulation) $ 96,931. 88 {If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems.lnc. Form REV-1510 EX (Rev. 1-97) REV-1511 EX + (1-97) ESTATE OF Ann T. Moore COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS SSlft 186-28-3647 10/30/2002 FILE NUMBER 21-02-1059 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES' 1 Geo's Family Restaurant - Post~funeral reception for family and 501. 28 friends 2 Neill Funeral Home - Funeral goods and services 8,380.30 B. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees James, Smith, Durkin & Connelly, LLP 3,100.00 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 Register of Wills 94.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 250.00 7. Other Administrative Costs 1 Cumberland County Register of Wills - One (1) fresh short 3.00 certificate 2 James, Smith, Durkin & Connelly, LLP - Reserve for closing costs 100.00 TOTAL (Also enter on line 9, Recapitulation) $ 12,429.08 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Ann T. Moore Soc See #: 186-28-3647 Date of Death: 10/30/2002 Continuation of Schedule H-B2 (Attorney's Fees) Item il Description Amount 1 James, Smith, Durkin & Connelly, LLP - Attorney fees 3,100.00 3,100.00 Estate of: Ann T. Moore Soc See #: 186-28-3647 Date of Death: 10/30/2002 Item If Description Continuation of Schedule H-B4 (Probate Fees) Amount 1 Cumberland County Register of Wills - Probate fees 94.50 94.50 Estate of: Ann T. Moore Sac Sec #: 186-28-3647 Date of Death: 10/30/102 Continuation of Schedule H-B6 (Tax Return Preparer's Fees) Item If Description Amount 1 Devaney & Co. - Preparation of decedent's final Federal, state and local income tax returns 250.00 250.00 REV-1512 EX t (1-97) COMMONWEALTH OF PENNSYLVANIA lNHERlTANCETAX RETURN RESIDENT DECEDENT ESTATE OF Ann T. Moore SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSif 186-28-3647 10/30/2002 FILE NUMBER 21-02-1059 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION ENT Facial Plastic Surgey Group - Doctor bill not covered by AMOUNT 19.50 insurance 2 Heritage Medical Group - Doctor bill not covered by insurance 30.00 3 Holy Spirit Hospital - Hospital bill not covered by insurance 66.99 4 Young's Medical Equipment - Medical bill not covered by insurance 25.86 TOTAL (Also enter on line 10, Recap"ulation) S 142.35 (If mOTe space is needed, insert additional sheets of the same size) copyright (c) 1996 form software only CPSystems, !nc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX t (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Ann T. Moore NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distrfbutions, and transfers under Sec. 9116(a)(1.2.)] RELATIONSHIP IO DECEQtoNT Do Not List Trustee(s) FILE NUMBER 21-02-1059 AMOUNT OR ~HARE OF ESTATE SSff 186-28-3647 10/30/2002 1 Mary M. Baker 5601 North 32nd Street Arlington, VA 22207 Daughter One-third (1/3) residue 2 James J. Moore, Jr. 103 Laurel Way Ponte Vedra Beach, FL 32082 Son One-third (1/3) residue 3 Ann M. Spade 515 Spring House Road Camp Hill, PA 17011 Daughter One-third (1/3) residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) copyright (el 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9~OO) LAST WILL AND TESTAMENT OF ANN T. MOORE I, Ann T. Moore, of Lower Paxton Township, Dauphin County, Pennsylvania, being of sound and disposing mind, me:nory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all prior wills and all Codicils made by me at any time heretofore. ITEM 1. I direct that all my legally valid debts, funeral and administration expenses, and inheritance and estate taxes incurred on account of my death shall be paid by my personal representative out of my residuary estate as soon after my death as practicable. ITEM 2. I give, devise and bequeath all the rest, residue and remainder of my estate, of every nature and wherever situated to my three children, JAMES J. MOORE, JR., MARY BAKER and ANN M. SPADE, in equal shares and to be distributed per stirpes. If any of my said three children should fail to survive me by sixty (60) days, then he or she shall be deemed to have predeceased me for all purposes hereunder. ITEM 4. No interest of any beneficiary under this will or any Codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. ITEM 5. My Executrix and her successor acting hereunder shall have the following powers in addition to those vesta:l in my Executrix by law and by other provisions of this Page one of Three Pages Will, applicable to all property, real, 4.....,) c:;:- /Jz" ~ .J(SEAL) ANN T. MOORE personal and mixed and wheresoever situated, including property held for minors, whether principal or income, exercisable without court approval and effective with respect to each item of said property, until actual distribution: A. To retain as investments of my estate, any or all of my estate, real or personal or mixed, without regard to any principal of diversification, and to hold any or all of such real and personal property retained or acquired without making the same productive of income, B. To pay all taxes, charges and expenses of maintenance, upkeep, improvement, development, protection, preservation and invesbnent of any retained or acquired real or personal property, such payments to be made fram either principal or income as my said Executrix shall determine, c. To retain or invest any and all funds, whether principal or income, in any real or personal property, without restrictions to legal investments, D. To purchase investments at premiums, to exercise all rights of a security holder or shareholder in any corporation, and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any court and without any responsibility to the buyer or buyers to see to the application of the purchase price, any real or personal property, or portion or portions thereof, irrespective of the manner or the means by which the same was acquired by my said Executrix; E. To make any payment or distribution herein provide:i for in cash or in kind, or partly in cash and partly in kind, at valuations fixe:i by my Executrix at the time of distribution. Page Two Of Three pages ~~e-- /),~, ~EM.) T. MOORE ITEM 6. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. ITEM 7. I nominate, constitute and appoint my daughter, ANN M. SPADE, as Executrix of this My Last Will and Testament. If she does not act or continue to act as my Executrix, then I nominate, constitute and appoint my son, JAMES J. MOORE, JR., as Executor of this, my Last Will am Testament. IN WITNESS WHEREOF, I set my hand and seal to this, my Last Will and Testament, this Id day of htlr.) , 198~. A .~.?- , ~_' //'Z--If'-~'fsEAL) ANN T. MOORE The preceding instrument, consisting of this and two (2) other typewritten pages, signed at the botton of each page for security purposes, was on the date thereof signed, published and declared by ANN T. MOORE, the Testatrix herein named, as and for her Last Will and Testament in our presence, who, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses whereof. ,~ ~ / Ii4f Ai/Uft'- , L/~V\. .~ - W ' U ~ COMMONWEALTH OF PENNSYLVANIA: :ss. COUNTY OF DAUPHIN We, the Testatrix and the witnesses, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned that the Testatrix signed and executed the instrument as her Last Will, that she signed willingly, and executed it as her free and voluntary act for the purposes therein contained, and that each of the wi tnesses, in the presence and hearing of the Testatrix, was at the time eighteen (18) years of age or older, of sound and disposing mind and under ~o constraint or undue influence. ~~??z.-1-(~/ ~ T. MOORE (lL4f-li/JV1L 1J~ WITNESS l / Sworn to and subscribed before me this lSf day of A1.Itb/mlAfA- , , 1983. G!tAJ,(liv!v f Zt'MN.a NOTARY PUBLIC CHRISTINE E. DAVIS. Notary Public Harrisburg, Dauphin Co., Pa. My Commission Expires April 7, )986 C (~/?Y', REV.4B.5 EX.;- (1-92J '*' SAFE DEPOSIT BOX INVENTORY COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT.28Q601 HARRISBURG, fA 17128-0601 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER I ~6 .. ;. ? :3 6'-1 7 DATE OF DEATH iC'.:J~'=.J" (STATE) j'J//f tvtv' /. (CITY) (ZIPCOOEJ / trs S'. 1i.N'/V 5mIJE ISTREET ADDRESS) (CITY) .5/.) f I'/? I'/.? d{'t>')f3 J1 /.) C '7/?Jr' /,/" &: NAME, ADDRESS AND RELATIONSHIP IIF ANY) TO DECEDENT, OF PERSONlS) PRESENT AT THE BOX OPENING a. (NAMEI (RELATlONSHIPI 17 ,11/ /V :)1'11 /.Jf. .(//7 cAV/ 71' /? . (CITY) C/9/17P /,/, a. (RELATIONSHIP) (STATE) /,/7 (ZIPCODEI /7011. (STREET ADDRESS} S/s- 5/-1171''''''-/1 (~, Y' A,O (STATE) 1"/7 (ZIP CODE) /?r/(. b. (NAME) (STREET ADDRESS) (CITY) (STATE) IZIPCODEj c. (NAME) (RELATIONSHIP) (STREET ADDRESS) (CITY) (STATE) (ZIP CODel NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) T"5T '''''''f~.N ' (STREET ADDRESS) ~ "Of SI.4-/-'Y"'-,/ r ,,(2.' i1/J . NAME OF PERSON MAKING LAST ENTRY ,'II!. /J.N,v' :i/'/lOI? PATE OF CONTRACT TO RENTBOX NUMBER OF BOX /1. If . C;J, /.J, 3/, NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) (CITY) (STATE) /J1r<" '.1, ....,.c /' ;.'12 <c /;:7 DATE AND TIME OF LAST ENTRY . CAY .0..1.. C; './S. TITLE UNPER WHICH BOX IS REGISTERED n/V/V,- M<c-n.e (ZIP CODE) /rsr b. (NAMEJ ---- (STREET ADDRESS) (STREET-ADDRESS) ICITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP caOEl NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY /-l;/ 7 J? Z' DYES Qfl(o If yes, a. Oat. of will: b. Nom. and oddreu of personal representative, jf named in the will (NAME) (STREET ADDRESS) (CITYI {STAlE) IZIP CODE) c. Name and address of Clttarn_y, if any (NAME) (STREET ADDRESS) (CITY) {STATEI {ZIP CODE) Page __ of SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U. S. Government: Number of items, date of issue, foce value, names in which registered and type of ownership, I.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, lost date appearing in book, nome of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully os possible. (7) Deeds, Mortgages, Current Insurance Policies or ather evidences of indebtedness: list and describe as fully as possible. (8) All ather contents. ITEM ITEM DESCRIPTION NO. I CERTIFY UNDER PENALTY OF PERJURY THA.T THE A.BOVE RECORD IS PERSON RECEIVING COPY OF CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY, SIGNATURE ? -'1. / SIGNATURE , fj RJ.;J /- ~......, \.J" - ,,(c_ / ~/;;~ j / .--~ --~/ /" ?~/1<.../ ,/."-. ":',~f"-o'-.C"'_ ~ , PRrNTNAME PRINT NAME AND CHECK APPROPRIATE BOX BELOW, ;r--//,,-->:/'J S /1 // C)~/7:/). PRINT TITlE CHECK APPROPRIATE BOX, /?;:rl'l. Ga EXeClJlor(lrlx} DAdministratorftrix) o Estate Representative 0 Joint owner of safe deposit box .' _"__.0_- ....I.!. ., L____ ~ (U ~ i "E !:: " ~ ~ G \-.. ~~ 8 ~ ;; " W </) ::> \l\ ~ '" 4 ~ ';! u.. u.. o W ~ Iii W ... o z= 00 .... ~I "z 0- =- 11 '" '" !B- ~ u.. o !E </)'" 0:< 5~ ~~ ~g \:Offi "'Iii 8 a: \ J uJ ~ ::> z ~ a: ::> ~ ~ 5 o </) '" ~ :JUJ ~ ~~ ; z> II 'ffi1.U~'- o."~" u..u.. '" OONe. :cl- d l:JID'fua: :li~"E ;:'" </) zi 0: ~uJ !;t ::;" :J: o {) B ~ <.I ~ It V \ '" l ~ W ~ ... o ul ~ " -I '-S- "" ~ s- a: w ~ i ~ '" ill ~ !,/ u.. ~ ~ .;. ~ ~ i)'> \'0. - 'J () W .~ % i o " l !Ii .... " ;;;~ W- a:~ 4% ",- ",:< ,0 0% :zW o ...\ ~ ~ i. "" ~ ~ ).; \J V<, '" ~ ."- 'A ..... C'<; Historical Prices Page I ofl r~~10 Q;;l. ;-:,'7;\]; \ }'7 (3 ,;rm;~f Search -Finance Home - Yahoo! - Help Historical Prices - PPL (PPL CORP) As of Oct-30-02 More Info: g~()te_1 C~"ri 11\J~,^,~s I f'~()filE'J 1~E!~E'Ja-,<::h I.~.r::~ I ~~\l_~.II':1~id_er Start: IOct .~12002 I End: IOct 1Il~12oo21 @ Daily o Weekly o Monthly o Dividends ADVERTISEMENT Ticker Symbol: I~__.J_ I GRADUATED I Date Open High Low Close Volume Adj. Close' Download Spreadsheet Format · adjustedfoidiviilenas-ailaspmsp!e<tse~c;:~~()' Oct-30-02 33.38 34.40 33.30 34.34 541,400 34.34 34'40+ 33 30+ 67'700 - 67, 70 -i- 2 . = 33'85* dO! Questions or Comments? Copyright @ 2002 Yahoo I fnc. All rights reserved.f~rl\,l~<:Y P()Ii<?y ~_T~rrns ofSl:l_/'Vic;~ I Historical chart data and daily updates provided byCommodity'Sysfe-rris;-lnc. (CSf). Data and information is provided for informational purposes only, and is notintended for tradmg purposes. Neither Yahoo nor any of lis data or content pr?ViderS (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://table.finance.yahoo.comld?a=9&b=30&c=2002&d=9&e=30&t=2002&g=d&s=ppl 1 1/20/02 'f~N. WACHOVIA Reference ID: 473284 First UnionlWachovia Attn: Balance Confirmation Services POBox 40028 Roanoke VA 24022-7313 December 3, 2002 JAMES SMITH DURKIN & CONNELLY LAW OFFICES POBOX 650 HERSHEY, P A 17033-0650 SUBJECT: Veritication / Confmnation of Account and Balance Information provided for: Customer: ANN T MOORE (SSN# 186-28-3647) Date of Death: October 30, 2002 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance'" Date Opened Maturity Date Interest Rate Accrued Interest YTD Interest Paid Date Closed CHECKING LEGAL TITLE ANN T. MOORE JAMES F. SPADE, POA ANN M. SPADE, POA 1000630 I 08203 $6,439.40 1lI4/1993 NA CHECKING 1010049419049 LEGAL TmE: ANN T. MOORE MARY BAKER JAMES MOORE ANN M. SPADE JOINT WITH RIGHT OF SURVIVORSHIP $31,562.67 2/1/2002 $19.86 $363.87 SAVINGS LEGAL TITLE: ANN T. MOORE ANN M. SPADE, POA JAMES F. SPADE, POA 3063980027820 $5,218.80 11/1/1993 $0.36 $21.69 '" Due to system limitations, we can only provide a twelve month average balance on depository accounts. Revolvinl! Credit Information Account Type Account Number Date of Death Balance Credit Limit Date Opened Date Closed Times Legal Title Late MASTERCARD 5490998474205581 12/4/2001 MBNA- Revolving credits accounts are no longer serviced by First Union. Please contact MBNA at 800-477-9131. VISA 4264298464297459 11122/1993 MBNA- Revolving credits accounts are no longer serviced by First Union. Please co.ntact MBNA at 800-477~9131. ~.. ....- ~ 000671 f~N. WACHOVIA Reference ID: 473284 utner Account Inlormatlon Account Type Account Number Date of Balance Date Opened 111411993 Date Closed Le<lger Collected SAFE DEPOSIT BOX LEGAL TITLE, ANN T. MOORE ANN M. SPADE, POA JAMES F. SPADE, POA LOCATION, 520 1 SIMPSON FERRY ROAD MECHAN1CSBURG PA 17050 PHONE 717-795-8731 07585398B0031 ... Date of death balance does not include accrued interest. '" If date of death occum on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. QAO.l.~ ~lj;'SorreIls Servicenter Associate December 3, 2002 (540)563-7323 Phone Number abs; tb 000671 'F~N@ TIME DEPOSIT WITHDRAWAL CONFIRMATION Office Name Mechanicsburg / Mechanicsburg PA Date 02/01/2002 CURRENT BALANCE + ACCRUED INTEREST: - PENALTY AMOUNT : - FEDERAL W/HD DUE: - WITHDRAWAL FEE : - OUTSTANDING PYMT: - TRANSFER TOTAL PAID TO CUSTOMER Customer Name(s), Address and Taxpayer ID Number ANN T MOORE ANN M SPADE 4837 E TRINDLE RD ROOM #309 MECHANICSBURG PA 17050 S186283647 $10,750.20 $9.13 $0.00 $0.00 $0.00 $0.00 $10,759.33 $0.00 Office Name Mechanicsburg / Mechanicsburg PA Date 02/01/2002 CURRENT BALANCE : + ACCRUED INTEREST: - PENALTY AMOUNT - FEDERAL W/HD DUE: - WITHDRAWAL FEE - OUTSTANDING PYMT: - TRANSFER T~AL PAID TO CUSTOMER " o i E 'E o u i; E .9 '!l u FULL REDEMPTION CD ACCOUNT NUMBER: 247412051378744 ---TRANSFER ACCOUNT ACCT1 : 075 / DDA / PA AMOUNT 1 : ACCT2 : 075 / DDA PA AMOUNT 2 : INFORMATION---- 1000630108203 $759.33 / 1010049419049 $10,000.00 537568 {5O/Pkg Rev 01) Customer Name(s}, Address and Taxpayer 10 Number ANN T MOORE JAMES MOORE 4837 E TRINDLE RD ROOM #309 FULL REDEMPTION CD ACCOUNT NUMBER: 247412051378704 " .2 1;; E '" " o U - " E o 1;; :> <) MECHANICSBURG PA 17050 S186283647 $10,750.20 $9.13 $0.00 $0.00 $0.00 $0.00 $10,759.33 -------------- . " $0.00 Office Name Mechanicsburg / Mechanicsburg PA Date 02/01/2002 , CURRENT BALANCE + ACCRUED INrEREST: - PENALTY AMOUNT - FEDERAL W/HD DUE: - WITHDRAWAL FEE - OUTSTANDING PYMT: - TRANSFER TOTAL PAID TO CUSTOMER INFORMATION---- 1000630108203 $759.33 / 1010049419049 $10,000.00 ---TRANSFER ACCOUNT ACCT1 : 075 / DDA / PA AMOUNT 1 : ACCT2 : 075 / DDA PA AMOUNT 2 : 537568 (501Pkg RevOt) Customer Name(s), Address and Taxpayer 10 Number ANN T MOORE MARY BAKER 4837 E TRINDLE RD ROOM #309 FULL REDEMPTION CD ACCOUNT NUMBER: 247412051378671 " .9 1;; E '" " o <) i; E .9 o :> () MECHANICSBURG PA 17050 S186283647 $10,750.20 $9.13 $0.00 $0.00 $0.00 $0.00 $10,759.33 $0.00 INFORMATION---- 1000630108203 $759.33 / 1010049419049 $10,000.00 ---TRANSFER ACCOUNT ACCT1 : 075 / DDA / PA AMOUNT 1 : ACCT2 : 075 / DDA PA AMOUNT 2 : 537568(5OJPkgRBV01) ~l-l~-~~ lL:L4 WAYPUlNl bANK 1 v=r 1 r~t:::1~ rq.bl !-'tiL/tlL ." WaYRrqipKt LOOK FOR US. WE'LL GET YOU THERE 01/14/2003 JAMES SMITH DURKIN & CONNELLY POBOX 650 HERSHEY PA 17033 The information which you requested Oll the account(s) of ANN T MOORE (Social Security Number 186-28<3647) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership ITO Name of Joinl ANN M SPADE Owner, ifany Date Ownership 08/23/02 Was Established 7100031783 CERTIFICATE 08/23/02 383&1.01 54.59 38435.60 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested sA4re1Y: ~ KA I!dfr yff/JN(J' SENIOR SERVICES REP P.O. Box 1711, HARRISBURG, PE~N5YlVANIA 17105-1711 To!: f: >~'."" hS,i'>f.; \,\rb:~'P::'r:,)T (;-BGS-929--7646) , IN YORK AREA 7!7l8!5-4S00 . \fI.MlVV.waypt)jntbank.com 24-206 AUTOMATIC RENEWAL NOTICE Thank you for your business. Your TIME DEPOSIT ACCOUNT #24-741-206-1063935 matures on 08/23/02. This account will automatically renew for 30 months unless you change the term, add to, or redeem your account by 08/30/02. Interest after 08/23/02 will be earned if the funds are renewed or reinvested in any First Union account. The maturity date for the renewed account will be 02/23/05 and the rate will be based on a minimum balance requirement of $10.000. The account earns daily compounded interest paid every 1 month. The renewal interest rate and annual percentage yield will be available on or after 08/26/02 and can be obtained by visiting your nearest First Union Financial Center or by calling 1-800-ASK-FUNB. We welcome the opportunity to further discuss your investment needs. ANN T MOORE ANN M SPADE 4837 E TRINDLE RD ROOM #309 MECHANICSBURG PA 17050 *-------DETAIL INFORMATION-------* OPEN DATE MATURITY DATE MATURITY VALUE 02123/00 08/23/02 $38,315.25 ~!I(ttO~~ sr.o.NO.lIIUl REGISTER U,S.A. ZIPSET $ , f~N. TIME DEPOSIT WITHDRAWAL CONFIRMATION Office Name Customer Name(s), Address and Taxpayer ID Number ANN T MOORE ANN M SPADE 515 SPRING HOUSE ROAD Camp Hill/camp Hill PA CURRENT BALANCE : + ACCRUED INTEREST: - PENALTY AMOUNT - FEDERAL W/HD DUE: - WITHDRAWAL-FEE - OUTSTANDING PYMT: $38,315.25 $0.00 SO.OO SO.OO $0.00 SO.OO FULL REDEMPTION CD ACCOUNT NUMBER: c .2 0; E '" c o () Ii; E o ;;; " () Date 08/23/2002 CAMP HILL PA 17011-1455 S186283647 247412061063935 .' PAID TO CUSTOMER $38,315.25 537566(501PkgRev02l , I --- - Account Services Delaware-Investments 2005 MaCket Street Philadelphia, PA 19103 ,. June 3, 2002 In regard to the fullow.ng Tax-free Pennsylvania Fund A accounts, jointly owned by Ann T. Moore and each of her children, Mrs. Moore is hereby transferring ownership to her children: Account #07/5077417262.5 Now owned by Ann T. Moore and James J. Moore , ',J Transrerto: James J. Moore 103 Laurel Way Ponte Vedra Beach, FL 32082 Account#Q7/5077417286-1 Now o~ by Ann T. Moore " and Mary M. Baker Transfer to: Mary M Baker 5601 N. 3200 Street Arlington, VA 22207 Account #07/5077417274-8 Now owned by Ann T. Moore and Ann M Spade Transfer to: Ann M Spade 515 Spring House Road CampHill,PA 17011 Enclosed is a copy of the Power of Attorney, dated May 6, 2002, which authorizes me to make this transfer, as agent for Ann T. Moore. Thank you, , ~;~ ~<<-~ Ann M Spad~, as agent for Ann T. Moore 515 Spring House Road . Camp Hill, PA 17011 In!lml~SIGNATURE GUARANTEEOflnn.:) ,', illMEDALLlON GUARANTEED. ...., WACHOVlA BANK, N.A. ~~ (' ) AUTHORIZED SIGI'lATI,.IRE ,6, X9007B72 SEe AITIESjRANSFEA AGENTS MEDAllION PROGRAM"" 1111 I m~ IIIll1WwlwllwmommmwllllIl1 )(7M7f?:7::J..... ~.....~.-~~.. . ~ ~'~!"1:; _... '"'" '.'".q.~.. ~_~. . '''Verifie;cf' ."<<.: .~ .r.l~'! :"'J,u'i ..--_~................ .tI.~ Delaware Itivestments. Investment Update A member of Lincoln Financial GrorJp" ANN MARIE SPADE 515 SPRING HOUSE RD CAMP HILL PA 17011-1455 January 1, 2002 . Saptember 3D, 2002 Vour Financial Advisor ROBERT L BEARD SALOMON SMITH BARNEY STRAWBERRY SUUARE 11 N. 3RD STREET 2ND fL HARRISBURG PA 17101-1117 Page 1 of 4 Branch Ollica Code 0000686 00724 724008 000252 1."111".111,","11.,.1',,,11,1"',',""""1111,',',',1..1 Account Services To protect the security of our clients'information, De/swarQ will not accept sccount rslated inquiries-or ulJnstlcb'ons by f-m/JiI atmis timp. PleaS9 do notinclude8ny privileged information such 81' accountor social security numbsrs. We will respond vis E-mail w#hin two business days. Account Service. 800 523~ 1918 8 a.m. - Bp.m. fT Mon. - Fri. Delaphone 800362.FUND (3863) 24hou".7 days a w.al Web site Regular Meil \/'NlW.delawareinvestments.com Delaware Investments 4th Flr/Dccument Momt Center 2005 MarketStre,t Philadelphia PA 19103-7094 E-mail See RevBrse for instruc'Oons. service@delinvest.com Portfolio Summary Year to Date Regular Account Activity Summary Fum! Name + Inve.tmentB/ Withdrawals! RaiRV...,d Ch.ng.in = Fund Code/Account No. Beginning Value Additions Reductions Eamings Mart.tVallte Emfipg V.lve Delaware Tax-Free Pennsylvania Fund A Class 00116OOO1sn81 SO.OO 63,433.14 0.00 753.55 2,664 .18 $66,851.47 .... Regular Total SO.OO ti3,433,14 0.00 153 .55 1,664.18 $66,851.47 I Year to date Total $O.DO + $63,433,14 $0.00 $753.55 $2,664.78 $66,851.47 Quarter to Date Total $63,433.14 + $0.00 $0.00 $753.55 $2,664.78 $66,851 A7 Your Personal Pottfo/io Rate of Return is V.8rttJ Date 5,39 % Inception- 6121.lZOGl 0,00 % Your personal rate of return reprBsentsthe perfonnance of all the irwestffielltlsl you have selected for your portfolio, including both your Regular Investment accountls) and Retirement account/s). The calculation includes any front-end sales charges and all activity in your portfolio Isuch as contributions, exchanges among investment options, etc.) using daily share price in etfectwhen the activity occurred. Due to applicable sales charges and thetimmg of your investments and withdrawals your personal irwestment results will generally not be the same as the investment returns quoted for the individual funds you have cnosen. If you have questions, please call our shareholder seNice center at 800 523-1918 or a-mail service@delinvest.com. *For accounts established prior to 1995, a January 3, 1995 inception date will be used to calculate individual performance. Performance since inception is annualized. 523852 __ I.,i~~ ~ Jm!i!!c" DlW..0lI2100..l1224U3G&,.OIOO&.02$H.CN$OlWOI.lNIIMOC ......t1a.....,oootuot9 Dehware Investments'. Investment Update A member of Lincoln Financial 6rolJ~ Jenuery 1,2002 ' September 30, 2002 Page 20f 4 ANN MARIE SPADE Account Service 800523-1918 88.m. -8p.m.IT Mon. - Ai Delephone 800362,FUND (3863) 24hoursJdaysawaak See reverse for instructions. Delaware Investments News Give a child in your life a giftthatlasts a lifetime-a college education. You can open an account that will pay for higher education expenses and help bring a smile and opportunity to a loved one. There are plenty of ways to save for college. and 529 college savings plans are rapidly becoming one of the more popular choices for investors. These plans allow you to save on a tax-advantaged basis and generally provide for higher contributions than most other college savings plans. For more information about saving for college and 529 plans. see the enclosed issue of Delaware Digest and speak with your financial advisor. Asset Allocation & Portfolio Summary I28l Fixed Income Delaware Tax-Free Pennsylvania Fund A Class Regular AcCOllnts Suhtotal 100.00% 100.00% 100.00% Mark.tV.lulI '9.I3OIZ0lI2 $66,851.47 $66,851.47 566.85U7 Regular Accounts Allocation of CumntA..lIts ~ Total Portfolio $66.851.47 Investment Earnings Summary as of 9/30/2002 Fund Nama/Type Fund/Accoum Number Ordinal)' Income"'* Long- T arm CapttalGains Oelawa.re Tax-Free Pennsylvania Fund A Class .. Totals 007/61100257287 $753.55 $153 .55 $0.00 $0.00 **Incfudes Dividends end Short-Term Capital Gains: (Taken in casr. cr fsil'lvs!tedl, 523852 III ~ljrl!;l I)LW_..522000t,022U4301l'_OlCK15.02527.ct30LW01.INVMllG,.....CIE\......,,~ DeE1ware Investments'" Investment Update A member of Lincoln Financial Group' Januaoy I, 2002 - Septembar30,2002 Page 30f 4 ANN MARIE SPADE Account Sorvico 800523-1918 '..m. -'p.m. ErMDn. -Fri. Dolaphono 8003B2-FUND 138B3) 24hDurs,l d.y" woe' See reverse for instructions. Transactions Delaware Tax-free Pennsvlvania fund A Class REGULAR INVESTMENT ACCOUNT Symbol DELlX Fund Code/Account Number IlOJIBOOO257287 Your Personal Rat. ofR.turn for This Fund is 5.39 % InC8ptjon* 6127/211fJl 0.00% Y..rtoDate ANN MARIE SPADE *For accounts established prior to 1995, a January 3. t99Sillcep'tion dat&w\\\ 'oe used to calculate performance. Performllncesinceinceptionisannualized. Delaware Investments offers a Dew college savings program. TAP 529. that is sponsored bV the Commonwealth of Pennsvlvania. For more information. &88 the eRcload iSluB of Delaware Digelit Price Date Transaction Description Opening Balance Transfer From 50774172J4 Div Reinvested Div Reinvested Div Reinvest.d Ending Balance Shares This Dollar Amount Share Price = Transaction Total ShIres $0.00 $7.79 0.000 $0.00 $0.00 8,029.511 8,029.511 $248.8J $7.99 31.148 8,060.B59 $253.63 $8.02 31.825 8,092.284 $251. 05 $8.20 30.B16 8,122.900 $66 ,051 .47 $8.23 8,122.900 01/01/2002 OB/27 /2002 01/2'2/2002 08/2'2/2002 09/20/2002 09/30/2002 Historical Fund Performance TotelRetum Fund Nam. Delaware Tax-Free Pennsylvania Fund A Class Monthly Dm. Rate SEt Vi.W. 1V..r 5V..r Since 10 Vear Inception Inception D... 0.02996232 3.90 % 4.B30 % 4.420 % 5.00 % 6.220 % D3JZ3I19JJ All performance shawn is at fuU offer, which incmdesthe effect 'of sales charges and assumes reinvestment of dividends and capital gains. Past performance is not a guarantee of future resurts. Investment return and principal value fluctuate so that shares, when redeemed, may be worth more or less than the original cost. Performance for other classes will valY due to different charges and expenses. Expenses have been subsidized for some funds. Without the subsidy, pertonmtnce would be lower. Please refer to the Fund prospectus for more detailed information reganing charges and expenses. *A '-day Yield is calculated formaney mari<et funds. A gn-day SEe Vield is calculated for all daily dividend funds. 523852 IRI ~r[j~OO~ )I.W..'52J-'0n4543D5l.al01l7.a2&n.CNSllLwa1.rNv~IL. ..J;IEL.....,_~ Historical Prices Page 1 of 1 . . ~ f', rC "r' c'll ;'77 \1. \ '\/ (~;.'P=.tll Ir-~~ ,) "4..,/'.~J J'" ~f ~/ /'""~ _iL:\--->'--> ~ '1'" Search -Finance Home - Yahoo! - Help Historical Prices - DEUX () As of Jun-27-02 More Info: gu.c>!~ I Ch<il't I Profil~ Ticker Symbol: Idelix @ Daily o Weekly o Monthly o Dividends Start: ~02002 i End: ~EIJ12002 i Date Open High Low Close Volume Adj. Close* Jun-27-02 7.90 8.21 7.90 7.90 0 7.90 Download Spreadsheet Format · adjusteHor 'alvi<lei1dsand-sp1lis-i:>I~~ai(: seeXAQ. Questions or Comments? Copyright@2002 Yahoo! Inc:'-AlingfiiS reserVetLPrlVacy Policy -Jerms of Servic:e Historical chart data and daily updates provided byC.orrlmOiIi(y-Syst.,iim;";-lriC:-(CSI}. Data and information is proWled for informational purposes only, and is notintended for tradtng purposes. Neither Yahoo nor any af its data or content providers (suchas Cst) shall be liable fof' any errors or delays in the content. or for any actions taken in reliance thereon, http://table.finance.yahoo.com/d?a=5&b=27 &c=2002&d=5&e=27 &f=2002&g=d&s=delix 12/9/02 s/ Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Ann T. Moore No. 2002-01059 also known as Date of Death 10/30/2002 Deceased Social Security No. 186 - 28 - 3647 Ann M. Spade, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate 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 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 Representative Name of Attorney: Edward P. Seeber I.D. No.: 76084 Address: 134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533 - 3280 Signature: C~J ~ . ~~ Q d~ Ann M. Spade Signature: Address: 515 Spring House Road Camp Hill, PA 17011-1455 Telephone: 717/763 -1026 Dated: %~~~ /D,~ - - ~-~-••--••• -• •-•-• ~~••-•~ .,...,,..~ •~~_ ~~~~~~~~~~~WCa~«~ of rennsyrvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-~ (1992) 1 INVENTORY Estate of: Ann T. Moore Date of Death: 10/30/2002 County: Cumberland CASH: First Union Wachovia Bank - 6,439.40 Non-interest bearing checking account ~~1000630108203, titled in decedent's name alone, valued per servicenter associate letter. First Union Wachovia Bank - 5,218.80 Savings account ~~3063980027820, titled in decedent's name alone, valued per servicenter associate letter. First Union Wachovia Bank - 0.36 Accrued interest earned on savings account ~~3063980027820, referenced above . Health South - Refund of 45.82 overpayment of bill from Rehab Hospital Refunds - Miscellaneous 302.47 -------------- 12,006.85 -1- • STOCKS/LISTED: -------------- 44.00 shares PPL Resources Inc Hldg 1,489.40 Co - Common stock, traded on the NYSE; titled in decedent's name alone and held in certificate form; valued per online services. 1,489.40 TOTAL RECEIPTS OF PRINCIPAL ............... 13,496.25 -2- COMMONWEALTH OF PENNSYLVANIA REV-1162 EX111-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002058 SEEBER EDWARD P ESQUIRE 134 SIPE AVENUE HUMMELSTOWN, PA 17036 ACN ASSESSMENT AMOUNT CONTROL NUMBER told ESTATE INFORMATION: ssrv: iss-2s-s64~ FILE NUMBER: 2102-1059 DECEDENT NAME: MOORE ANN T DATE OF PAYMENT: O1 / 1 7/2003 POSTMARK DATE: 01 /1 6/2003 couNTY: CUMBERLAND DATE OF DEATH: 10/30/2002 101 ~ 55,680.01 TOTAL AMOUNT PAID: REMARKS: ANN M SPADE C/O EDWARD P SEEBER ESQUIRE CHECK# 1014 INITIALS: CW SEAL RECEIVED BY: 55,680.01 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS l` STATUS REPORT UNDER RULE 6.12 " '~ ~.~ Name of Decedent: Ann T. Moore Date of Death: October 30, 2002 Will No. Admin. No. 2002-01059 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphan's 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 maybe filed with the Clerk of the Orphans' Court and maybe attached to this report. .- _ _.,.. ~. `:~ Date: ::}- %~ C, ~ ,~ \ l''-~----___ , gnature Edward P. Seeber, Esq. JAMES, SMITH, DIETTERICK & CONNELLY ~~P 134 Sine Avenue Hummelstown, PA 17036 (717)533-3280 Capacity: Personal representative X Counsel for personal representative H:\HOM E\ESE\MooreWnn20.doc l ~-/dam ~o BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280661 HARRISBURG, PA 17128-0601 EDWARD P SEEBER JAMES ETAL 134 SIPE AVE HUMMELSTOWN PA 17036 DATE 03-10-2003 ESTATE OF MOORE ANN T DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-1059 COUNTY CUMBERLAND ACN 101 Amount Remitted 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 MOORE ANN T FILE N0. 21 02-1059 ACN 101 DATE 03-10-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 1, 489.40 credit to your account, 3. Closely Meld Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12, 006.85 tax payment. 6. Jointly Owned Property (Schedule F) (6)_ 35, 009.07 7. Transfers (Schedule G) (7) 96 , 931 .88 8. Total Assets (g) 145,437.20 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 12,429.08 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14 2.35 11. Total Deductions (11) 1 .577 .4; 12. Net Value of Tax Return (12) 132,865.77 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 132,865.77 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 (15l •0 0 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 132,865.77 X 045. 5,978.96 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)= 5,978.96 reY raFnrrc. DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-16-2003 CD002058 298.95 5,680.01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% RFP t01-037 TOTAL TAX CREDIT 5,978.96 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 I5 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 FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: Te fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or manes order payable to: REGISTER OF HILLS, AGENT REFUND (CRI: A refund of a tax credit, which was not requested an the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing ta: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%] discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty Period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%l percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Tha applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .OD0219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.