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Home My WebLink About02-1062Register of Wills of PETITION FOR Estate of also known as Marlin P. Crowl No. 21-02-1062 Deceased Social Security No. 1 8 0- 0 7- 4 8 8 2 _•~••••~~~ +. •.~~•+o,ere io yoe t aye r drier, apPlyli6e) tor: (COMPLETE "A" OR "B" BELOW:) [~ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix named in the Last Will of the Decedent, dated April 2 7, 1 9 7 8 and codicil(s) dated State relevan[ cirwmatancea, e.y., renunciation, loath nt 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: B. Grant of Letters of Administration Ic.t.e., d.b.n.c.t.e.: pendan[e lire; tlutente ebsemia; Jcterno minoritete) Decedent was domiciled at death in Cumber 1 a n d County, Pennsylvania, with hislher last family or` principal residence at The WnntfS at f Per Rnn_ £i?4 T i shnrn Road ow r Al 1 Pn Twp Camp Hill 11 s[ sweet, number and rtx,nwipdny) P A 1 7 0 1 1 Decedent, then 89 years of age, died November 17, , 2002, at Holv Spirit Hospital Camp H i t"T`;'"" P A 1 7 0 1 1 Decedent at death owned property with estimated values as follows: pf domiciled in PA} All personal property .............................. S _ /02.~''Olx~ . u.~ (If not domiciled in PA) Personal property in Pennsylvania ...................... S --~ (If not domiciled in PA) Personal property in County .......................... S Value of real estate in Pennsylvania ..................................... ..... S ..... Total ..............................................................5 / C~l?I~. Real Estate situated as follows: 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 appropriate form to the undersigned: v Signature Typed or printed name and residence D "~ Bonnie L. Guyer 6317 Brandy Lane _- -- 1-7.59 CUMBERL D ~ounty, Pennsylvania GRANT OF LETTERS RW-7 /~-/~~` ` /ate Petitioner(s) after a proper search has/have ascertained that Decedent left no WiII and was survived by the following spouse (if any) and heirs: Oath of Personal Representative Commonwealth of Pennsylvania County of Dauphin The Petitioner(s) above-named swear(s) and 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. ~ o i ~( _ Sworn to and affirmed and subscribed before me this 25th day of NOVEMBER 20 00 DECREE OF REGISTER Estate of ___ Marlin P. Crowl also known as Social Security No:1 8 0- 0 7- 4 8 8 2 Deceased No. Date of Death: 21-02-1062 November 17, 2002 AND NOW, NOVEMBER 26 20 02 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ~ of Administration (c, .; d.~.n.r,.l.; pendente lice; durance absentia; du~ante m~nonl a~el are hereby granted to BONNIE L GUYER in the above estate and that the instrument(s), if any, dated APRIL 27 1978 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ............. .... -- ~~ >l;~o $ 235.00 Q~~ir~irrQ//r~ ~.~.(~~ ~i~ /~' ~) Register of Will~~~" /~"T`~", f Short Certificate(s).......... S 9.00 Renunciation .................. S Affidavit ( )••••••••••••••••• $ Extra Pages ( )............ S 6.00 Codicil .......................... $ JCP Fee......... ... S 10.00 Attorney' Jean D. Seibert, Esquire Inventory & Tax Forms... 5 I.D. No: 41713 Other ............................ $ Address: 10 9 Locust S t r e e t Harrisburg, PA 17101 TOTAL ................ $ 260.00 Telephone: 7 1 7- 2 3 6- 9 3 0 1 DATE FILED: EbW-7a 21-02-1062 REGISTER OF WILLS OF OATH OF SUBSCRIBING codicil (each) subscribing witness to the will preser law, d ose , and say(s) that `~ COUNTY ESS th, (each) being duly quali according to ent and saw the testat_; , sig a same and that request of testat in presence and (in the presence ot'he~r subscribing v~titness(es)). Sworn to~r affirmed me this _~_ subscribed day 19 Register signed as a witne at the each other) (in the presence the (Address) \ (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS Je~-~ ~ . Ste; bit- ~,~ ~~F~c~ J. IMF (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of MARLIN P CROWL i~iXX testat of (one of the subscribing witnesses to) the will presented herewith and ~b~fi i~ that they believes the signature on the will is in the handwriting of MARLIN P CROWL to the best of their ltnowledge and belief. _ ~ ~ +[~ifr Sworn to or affirmed and subscribed before ~" ",, ~-, me this _ 25th day of /4 9 Lbw°~a/m'e~~ NOVEMBER $~t 2002 ~~1/L~ D- ~ 7/G~ ~~~ f~ ~t ddress) ~LGc/`~/ ~~;~~~/~; , Register _' T (Name) 7~ 7 ~acY+~-r'~ ~/~~C~IfA~iJic./'d~rC~ -~Q /?as3~ (Address) ., ~~.~t 3~ti11 ~cn~ (~. P~tttmrtt~ OF MARLIN P. CROWL I, MARLIN P. CROWL, of Swatara Township, Lauphin County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. ITEM I. I direct that all my just debts, any expenses that may have resulted from my last illness, and my funeral expenses shall be paid from my estate as soon as practicable after my decease. ITEM II. I give, devise and bequeath all of my property, whether real or personal, and wherever the same may be situate or located, to my wife, KATHRYN E. CROWL. If my wife does not survive me, then I direct my Executrix, named hereafter, to dispose of my property as set forth in the following items. ITEM III. I direct my Executrix to afford my children the opportunity to divide among themselves the items of tangible personal property that I own at the time of my death. It is my desire that my children make this distribution equally among themselves, or nearly as equally as possible, but any distribution that they make is satisfactory with me. However, my children shall only have a period of four weeks from the date of my death to make this distribution and upon the expiration of that time, or when the distribution has been accomplished, whichever occurs first, my Executrix shall proceed to convert my estate into cash. Such a conversion shall be made at either public or 'private sale or sales, and such a sale or sales shall be upon 9the terms and conditions that my Executrix deems best. When this (conversion has been completed, T direct that the net proceeds i '~ • I ~ therefrom be divided equally among my children, per stirpes. My children are PATRICIA A. CONRAD, BOiVNIE L. GUYER, and ROGER W. CROWL. ITEM IV. I appoint THE FARMERS BANK AND TRUST COMPAivY OF HUMMELSTOWN, or its successor, as guardian of the estate of any minor who becomes a beneficiary under this Will and with powers to: (a) Receive and hold for such minor or minors all property payable by law to a guardian appointed by my Will; (b) Invest such property and all accumulated income without restriction to investments authorized for fiduciaries; and (c) Use income and principal for the minor's maintenance and education, either directly or by payment to any person having custody of the minor and which person is undertaking the minor's education and maintenance. Payment to such a person and receipt thereof shall be a complete acquittance of the guardian. All unexpended principal and income shall be paid to the minor at his majority. Said guardian may, in discharge of all duty hereunder, pay any minor's share deemed impractical of administration to the person standing in place of the minor's parent or deposit it in an interest bearing savings account in the name of the minor. ITEM V. I appoint my daughter, BONNIE L. GUYER, as the Executrix of my Will. If Bonnie L. Guyer does not survive me, or is unable or unwilling to serve in this capacity, then I appoint my daughter, PATRICIA A. CONRAD, as the Executrix of my Will. ITEM VI. In addition to powers given them by law, my Executrix and any guardian acting hereunder shall have the fullest power and authority in all matters and questions and to do all acts which I might or could do if living, including, without limitation, complete power and authority to invest (without restriction to investments permitted by law), sell (at - 2 - public or private sale, for cash or credit, with or without security), mortgage, lease and dispose of and distribute in kind, all property, real and personal, at such times and upon such terms and conditions as they may deem advisable. ITEM VII. No fiduciary acting hereunder as Executrix or as a guardian, shall be required to post bond or enter security in this or any other jurisdiction. ITEM VIII. All estate, inheritance, transfer, legacy, succession and other death taxes of any nature, payable by reason of my death, which may be assessed or imposed upon or with respect to property passing under this Will or property not passing under this Will, shall be paid out of my estate as an expense of administration, and no part of said taxes shall be apportioned or prorated to any legatee or devisee under this Will or any person owning or receiving any property not passing under this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21 day o f A P2 ~ ~-- A.D. 1978. ~~~ ~ ~~"~ _(SEAL) Signed, sealed, published and declared as and for the Last Will and Testament of Marlin P. Crow1, the Testator, in our presence, who, in his presence and in the presence of each other, and at his requ~st, have hea~Qunto set our h nds ~!s subscribing witnesses ere o. ,~ ~ ~ `I C \ Na\e ~~ Address y ~!~ ~.~... !~ .C l)l C7! e: c ~ ~(.~G'G .,. ~~'l ~ ~x / ~t ~c' 1 ~1 _i7`_i~? ~ti ~_,~~: Name Address { f ~J m ~ z A o m r m o C ''~' A ~ ~ ~ ~ r ~ v ~ A ~ z H z~N~ z ~ ~' ~i~~ ~ *~ m D ~ f n ~ CJ Z = O D D U 'T ~~ ' ~ CERTIFICATION OF NOTICE UNDER R~TLE 5:6(a)~ Name of Decedent: Mar t i n P. crow 1 Date of Death• N o v e m b e r 1 7, ~2 0 0 2 Will No. Z o 0 2- o i o b z~ Adm. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the .Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December .17, 2002 Name Address Bonnie L. Guyer, 6317 Brand Lane, Mechanicsburg, PA 17050. Patricia A. Conrad, 105 South Hoernerstown Road, Hummelstown, PA 17036 Roger W. Crowl, 2303 Kensington Street., Harrisburg, PA 17112 Notice has now been given to all persons entitled thereto under Rule 5.6a) except: ~~~~ Date: January 13, 2003 (Signatu Name: Jean D. Seibert,HEsquire Address; 109 Locust Street Harrisburg, PA 17101 Telephone ( ) 7 1 7- 2 3 6- 9 3 0 1 Capacity: Personal Representative X Counsel for Personal Representative LAW O~F~FI~CE/S (~ ~~rf C/C~~, G~~~G(/ (Y CIC~GC~TA~/ 109 LOCUST STREET P.O. BOX 1121 HARRISBURG, PENNSYLVANIA 1 71 08-1 1 21 (717) 236-9301 DAVID A. WION (717) 232-1488 FRANCIS A. ZULLI FAX (717) 236-6100 JEAN D. SEIBERT Email: wzsC~?mindspring.com February 10, 2003 Register of Wills Office Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Marlin P. Crowl Dear Register of Wills: VICTOR A. BIHL OF COUNSEL 113 EAST MAIN STREET HUMMELSTOWN, PA 17036 (717) 566-2501 Enclosed please find a check in the amount of $4,784.00 as payment on account of inheritance tax for the above-referenced estate. Ve truly yours, n D. Seibert JDS/kd Enclosure _~_. ~ 0 ~ ~ - ~ U ~~ Q "~., M ~ O ~O -- 3~~' ~ • ~Q o ~ as \ ~ ~ ~ }y~ ~ ~ N ~~i ~ ~ ~ ~~~ \ ~UU '•• 1~•S //~~ t Y~ \/~ S• •~ "( ~a\ IT•f `~ `~ ~\ N ~J ``~ O G- 1 W Q ~ ~ W ~ N U ~ y ~ ~ ~ N O N OQQ ~ m Z J ;;;~ ~ d a \~ g' ~ _."\\v\ ~ m N Q i ~ Q COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ DEPT. 280601 HARRISBURG, PA 7 7 7 28-0601 RECEIVED FROM: SEIBERT JEAN D ESQUIRE 109 LOCUST STREET HARRISBURG, PA 17101 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssrv: iso-o~-4ss2 FILE NUMBER: 2102-1062 DECEDENT NAME: GROWL MARLIN P DATE OF PAYMENT: 02/28/2003 ' POSTMARK DATE: 02/ 1 0/2003 couNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2002 ACN ASSESSMENT CONTROL NUMBER REV-1162 EX(11-961 N0. CD 002228 AMOUNT 101 ~ 54,784.00 TOTAL AMOUNT PAID: REMARKS: JEAN D SEIBERT ESQUIRE CHECK# 99 INITIALS: AC SEAL RECEIVED BY: 54, 784.00 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUFrEAU OF INDIVIDUAL TAXES ~ DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: SEIBERT JEAN D ESQUIRE 109 LOCUST STREET HARRISBURG, PA 17101 -------- fold REV-1162 EX111-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: 000-00-0000 FILE NUMBER: 2103-0131 DECEDENT NAME: CROWL MARLIN P DATE OF PAYMENT: O2/ 1 1 / 2003 POSTMARK DATE: 02/10/2003 couNTY: CUMBERLAND DATE OF DEATH: 00/00/0000 OTAL AMOUNT PAID: REMARKS: JEAN D SEIBERT E,$QUIRE CHECK# 99 / INITIALS: AC SEAL RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO 54,784.00 DEPUTY REGISTER OF WILLS VOIDED RECEIPT -SEE CD 00 2228 CORRECTED RECEIPT N0. CD 002154 . REV-1500EX(6-00) Rev-1500 OFFICIAL USE ONLY COMMONWEALTH OF PENN$Yl VANIA .........u.....nn............................................................... OEPARTMENT OF REVENUE fiLE NUMBER DEPT. 280601 INHERITANCE TAX RETURN HARRISBURG. PA 17128-0601 21 - 02 1062 RESIDENT DECEDENT County Code Year Number DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ Z CROWL Marlin P. 180-07-4882 w Cl DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH W U November 17, 2002 December 19,1912 REGISTER OF WILLS w Cl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER NIA . x ,. Original Return 2. Supplemental Return 3. Remainder Return {date of death plior tll12- .::.::]Ifl - - - o'~ 4. Limited Estate 4a. Future Interest Comprise (dll\eDfdeillhaf\er12-12-fl2) 5. Federal Estate Tax Return Required .0.0 - - .c e.Q o [S:CD x 6. Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes <: - = 10. Spousal Poverty Credit(dateofdeatllbetwee012-31_91 and 1_1.95) 011. Election to tax under Sec. 9113(A) 9. Litigation Proceeds Received - THIS SECTIDN MUST BE COMPLETED. ALL 'CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: = NAME COMPLETE MAIliNG ADDRESS '" -= Jean D. Seibert, Esquire 109 Locust Street = 8- FIRM NAME (If Applicable) Harrisburg, PA 17101 ~ ~ Wion, Zulli & Seibert '" TELEPHONE NUMBER <..:> 717~236.9301 " Real Estate (Schedule A) (1) ~~ooi d OFFICIP;tOJSE ONLY ; JJm ~iooo i w r;'2' -- 2. Stocks and Bonds (Schedule B) (2) ; 'F : :3 3 Closely Held Corporation, Partnership or Sole-Proprietorship (3) $D.OO: ::< ; -'." Z 4. Mortgages & Notes Receivable (Schedule D) (4) c: $0.00) w 0 $~.,:i66.92 Cl ; ~ 5. Cash. Bank Deposits & Misc. Personal Property (Schedule E) (5) i. v ...J 6. JOIntly Owned Property (Schedule F) (6) $0/,490 72 ~ :J D Separate Billing Requested ) 0 f- w ; a:: <( 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) $17,377.41 .....-....... .-........................-........,...-.. , U (Schedule G or L) W 8. Total Gross Assets (total Lines 1~7) (8) $119,195.05 0::: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) $6,587.75 10. Debts of Decedent, Mortgage LiabilJties & Liens (Schedule I) (10) $746,00 1 ~, Total Deductions (total Lines 9 & 10) (11) $7 ~~~ 7F. 12. Net Value of Estate (Line 8 minus Line 11) ('2) $111,861.30 '3. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been ('3) $000 made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Line 13) (14) $111,861.30 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax Z rate, or transfers under Sec. 9116 (a)(1.2) x (15) $0.00 - 0 ;: 16. Amount of line 14 taxable at lineal rate $111,861.30 x .045 (16) $5,033.76 ~~ - ~:J 17. Amount of line 14 taxable at sibling rate x ,'2 (17) $0,00 ~ ;; 18. Amount of line 14 taxable at collateral rate x .15 ('8) $000 0 lJ 19. Tax Due (19) $5,033,76 20 [2] /'/-/0.3- (~ > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS The Woods at Cedar Run 824 Usburn Road CITY I~TATE 1~IP Camp Hill, PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) $5.033.76 (4 7R.i nn Si?!'i1 AA Total Credits (A + 8 + C) (2) $5 035 6R 3. Interest/Penalty if applicable D. Interest E.Penalty 4. TotallnteresVPenally (D + E) (3) 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) If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) $0.00 $1.92 5. A. Enter the interest on the tax due. (SA) (58) B. Enter the total of Line 5 + SA. This is the BAlANCE DUE. $0.00 Make Check Payable 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. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her Did decedent own an lndiv'lduaJ Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? c:::J Yes No m B 2. ~ B 3. 4. CD IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that \ !lave exaninetl lhis return, Including accompanying schedules and statements, and to the best of my knOYv'\edge and belief, it is true. correcl, and complele. Declaration of preparer other than the personal represen~tjve is based on all the inforlT\9Uon of which preparer has any knowledge. S BLE FOR FILING RETURN DATE :)- ;;l, - C) 3 109 Locust Street, Harrisburg, PA 17101 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)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)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable ev~n if the surviVing spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent. or a stepparent of the child is 0% [72 P.S. ~9116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1:.2) [72 P.S. 99116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. ~9116(a){1 ,3)}. A s]bli ng is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adbption. REV-1503EX=(1_97)(I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Marlin P. Crowl FILE NUMBER 21-02-1062 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 32 shares of common stock of Prudential @ $30.00 per share VALUE AT DATE OF DEATH $960.00 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) $960.00 REV-1508EX+(1-117)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Marlin P. Crowl FILE NUMBER 21-02-1062 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly~wned With the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Checking account #00241216 at Allfirst Bank Interest accrued to date of death VALUE AT DATE OF DEATH $9,122.06 $0.62 2. Money Market account #0950946529 at Allfirst Bank Interest accrued to date of death $22,031.81 $21.90 3. Certificate of Deposit #87008140967394 at Allfirst Bank Interest accrued to date of death $1,862.45 $2.84 4. 2002 Chevrolet Cavalier, VIN 1G1JC524427161009 $9,500.00 6. Biue Shield premium fund $579.06 7. Com cast refund $246.18 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $43,366.92 REV-1S09EX+(1:97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY -OWNED PROPERTY ESTATE OF Marlin P. Crowl FILE NUMBER 21-02-1062 Ifa" asset was made joint wIthin one year of the decedent's.date of death, It must be reported on Schedule G. suRVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Patricia A. Conrad 105 South Hoernerstown Road Hummelstown, PA 17036 Daughter B. C. JOINTLY-OWNED PROPERTY: ITEM LETTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH %0' DATE OF DEATH NUMBER FOR JOINT MADE Include name of fjnancial insUtution and bank account number or simlar Identifying number. VALUE OF ASSET DECO'S VALUE OF TENANT JOINT Attach deed tor joil'llly-held real esta\e. INTEREST DECEDENT'S INTEREST 1. A. 6-12-00 Certificate of Deposit No. 80000002009815 at Allfirst Sank $14,075.77 50.0% $7,037.88 Interest accrued to date of death $43.67 50.0% $21.84 2. A 7-17-00 Certificate of Deposit No, 80000002009879 at Allfirst Sank $2,468.31 50,0% $1,234.15 Interest accrued to date of death $3.87 50.0% $1.94 3. A 8-15-00 Certificate of Deposit No. 80000002009929 at Allfirst Sank $17,246.06 50.0% $8,623.03 Interest accrued to date of death $122.17 50.0% $61.08 4. A 5-28-02 Certificate of Deposit No, 80000002181284 at Allfirst Sank $20,109.90 100.0% $20,109.90 Interest accrued to date of death $98.49 100.0% $98.49 5. A 5-28-02 Certificate of Deposit No. 80000002181285 at Allfirst Sank $20,159.30 100,0% $20,159.30 Interest accrued to date of death $143.11 100.0% $143.11 TOTAL (Also enter on line 6, Recapitulation) $57.490.72 (If more space IS needed. insert additional sheets of the same size) REV-1510EX+I'1-97){1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAY.. RETURN RESIOENT OECEDENT SCHEDULE G fNTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Marlin P. Crowl FILE NUMBER 21-02-1062 This schedule must be completed and filed if the answer to anyof questions 1 through 4 on the reverse side of the REV.150Q COVER SHEET is yes. DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S TAXABLE ITEM INCLUDe THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDfHT AND THE DATE OF TRANSFER. INTEREST EXCLUSION VALUE NUMBER ATTACH A COpy OF THE DEED FOR REAL ESTATE.. VALUE OF ASSET (IFAPf'L1CABLEj 1. 5-28-02 Certiffcate of Deposit No. 80000002181286 at Allffrst Bank $20,198,62 3,000,00 $17,198.62 Interest accrued to date of death $178.79 $178.79 Account was made jointly owned w/daughter Patricia A. Conrad within one year of death on May 28, 2002. TOTAL (Also enter on line 7, Recapitulation) $17,377.41 (If more space;s needed, insert additional sheets of the same size) . . REV-1511 EX+ ('-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Marlin P. Crowl FILE NUMBER 21-02-1062 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Home $2,884.80 Marble base for monument $290.00 Funeral luncheon $60.00 Pastor $100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City Slate Zip - Year(s) Commission Paid: 2. Attorney Fees $2,750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Slate Zip - Relationship of Claimant to Decedent 4. Probate Fees and short certificates $272.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Advertising - Cumberland Law Journal $75.00 The Sentinel $108.95 8. Vital Records $3.00 9. Copies, notary fees, postage, extra probate fee $30.00 10. Checks $14.00 TOTAL (Also enter on line 9, Recapitulation) $6,587.75 (If more space is needed, insert additional sheets of the same size) . . REV_1512El'," \~_tn)\1\ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECeDENT ESTATE OF Marlin P. Crowl SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-02-1062 Include unreimbursed medical expenses. ITEM NUMBER 1. 11-17-02 Blue Shield premium DESCR1PT10N AMOUNT $579.06 2. 12-20-02 Yerizon $17.14 3. 12-23-02 Bonnie K. Miller, tax collector $9.80 4. 3-19-03 John R. Cox, CPA $140.00 . TOTAL (Also enter on line 10, Recapitulation) (1f more space is needed, insert additional sheets of the same size) $746.00 . . REV-1513 EX + (9-00)) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA lNHERrrANCE TAX RETURN RESIDENT DEceDENT BENEFICIARIES ESTATE OF Marlin P. Crowl FILE NUMBER 21-02-1062 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trostee(s) OF ESTATE I TAXABLE DISTRIBUTIONS Dnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J ~. Bonnie L. Guyer Daughter 1/3 of estate 6317 Brandy Lane Mechanicsburg, PA 17050 2. Patricia A. Conrad Daughter 1/3 of estale 105 South Hoemerstown Road Hummelstown, PA 17036 3. Roger W. Crowl Son 1/3ofests!e 1010 Robert Street Mechanicsburg, PA 17055-3453 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-'tSOD COVER SHEET II. NON-TAXABLE DiSTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WKICK AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $0.00 (If more space is needed, insert additional sheets of the same size) ~ ~- X63 - ~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280b01 HARRISBURG, PA 17128-0601 JEAN D SEIBERT WION ETAL 109 LOCUST ST HBG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 E% ~FP coi-o37 DATE 07-21-2003 ESTATE OF CROWL MARLIN P DATE OF DEATH 11-17-2002 FILE NUMBER 21 02-1062 ESQ ~Q~ ,;lJ~ ~; ';.~10I~Y CUMBERLAND ACN 101 Anount Remitted R. PA 17101 (;t ,,;:; 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 CROWL MARLIN P FILE N0. 21 02-1062 ACN 101 DATE 07-21-2003 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) 96 0.00 credit to your account, 3. Closely Neld 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) 43,366.92 tax payment. 6. Jointly Owned Property (Schedule F) (6)_ 57,490.72 7. Transfers (Schedule G) (7) 17 , 377.41 8. Total Assets [g) 119,195.05 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) [9) 6,587.75 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 746.00 11. Total Deductions (11) 7. ~~ 7r+ 12. Net Value of Tax Return (12) 111,861.30 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts [Schedule J) (13) .00 14. Net Value of Estate Subject to Tax [14) 111,861.30 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. Anount of Line 14 at Spousal rate (15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 111,861.30 X 045. 5,033.76 17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00 18. Anount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - ,OQ 19. Principal Tax Due (19)= 5, 033.76 TAX CREifiTSr DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 02-10-2003 CD002228 251.69 4,784.00 07-14-2003 REFUND .00 1.93- TOTAL TAX CREDIT 5,033.76 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 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 8 (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: To 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 Wills Printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-1313). Applications are available at the Office of the Register of Wills, 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). 08JECTIONS: 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 tc 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 to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601 Phone C717) 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%l discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on 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 C1) 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 (6%) 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. The 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% .000219 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 NUI[BER 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 an the Notice, additional interest must be calculated. /~ j-/G,~- ~ ~' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JEAN D SEIBERT ESQ WION ETAL 109 LOCUST ST COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT .fir ~ 4.._ HBG PA 17101 `' REV-1607 E% ~FP (O1-OS) DATE 07-28-2003 ESTATE OF CROWL MARLIN P DATE OF DEATH 11-17-2002 FILE NUMBER 21 02-1062 COUNTY CUMBERLAND ACN 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 fore 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 CROWL MARLIN P FILE N0. 21 02-1062 ACN 101 DATE 07-28-2003 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: 07-21-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 5,033.76 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 02-10-2003 CD002228 251.69 4,784.00 07-14-2003 REFUND .00 1.93- 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" [CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 5,033.76 .00 .00 .00 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed an the reverse side. -- If RESIDENT DECEDENT make check ar money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was net requested on 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 Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / ar speaking needs: 1-800-447-3020 CTT only). REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone C717) 787-6505. 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 aenesty period. 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 (6%) 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. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Oaily Interest Daily Year Rate Factor Year Rate Factor Y~ar Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 1D% .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 C15) 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. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION d~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marlin P. Growl Date of Death: November 17, 2002 Will No.: 01062-2002 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes " No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes 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 Date 10-7-03 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. i ature Jean D. Seibert, Esquire Name (Please type or print) 109 Locust St., Harrisburg, PA 17101 Address 717-236-9301 (MAH:rmdAM3} Telephone No. Capacity: Personal Representative x Counsel for Personal Representative R.W. - 27 FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN ESTATE OF MARLIN P. CROWL KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Marlin P. Crowl, late of Lower Allen Township, Cumberland County, Pennsylvania, deceased, died testate on November 17, 2002, having first made his Last Will and Testament, which was duly executed on April 27, 1978 and is duly recorded in Cumberland County, Pennsylvania, in the Register of Wills Office; WHEREAS, the said Marlin P. Crowl, by the aforesaid Last Will and Testament, named Bonnie L. Guyer as Executrix of his said Last Will and Testament; WHEREAS, Letters Testamentary on the estate of said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executrix, hereinafter called personal representative; WHEREAS, the said personal representative has gathered the assets of the estate of the said decedent and the assets consist of personal property, plus added jointed owned assets, to a total value of $139,919.95 as set forth in Exhibit "A", which is a statement of account of the said personal representative, known as a First and Final Account and which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions, including the payment of Pennsylvania inheritance tax in the said estate and advance distributions, amount to $134,681.45 leaving a balance for distribution of $5,238.50 also as set forth in the statement of the said personal representative, which is attached hereto and marked Exhibit "A"; WHEREAS, the balance for distribution as shown in the said statement marked Exhibit "A" has been reduced to cash and has been distributed as therein indicated in accordance with the terms of the Last Will and Testament of the said decedent; NOW, THEREFORE, KNOW YE, that we, BONNIE L. GUYER, PATRICIA A. CONRAD, and ROGER W. CROWL, being all of the beneficiaries under the Last Will and Testament of the said decedent, and being those persons entitled to inherit under said Last Will and Testament, do hereby each of us, acknowledge that we have this day had and received from the aforesaid personal representative in full satisfaction and payment of all sum or sums of money, legacies, bequests and devises as are given, devised and bequeathed to each of us respectively by the said Last Will and Testament, the amounts due as under said Last Will and Testament, which amounts we have received this day, and which amounts are in the amount set opposite our respective names in the table and Schedule of Proposed Distribution to Beneficiaries as shown in Exhibit "A"; 2 AND, each of us does hereby stipulate that in order to a void the expense and time involved in the filing of a formal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas, Cumberland County. THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge the said personal representative, and his assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or for any other use, cause or thing whatsoever, touching upon the estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this agreement, including any further amount determined as due and owing because of Pennsylvania Inheritance Tax, we and each of us do hereby covenant and agree with each other and the aforesaid personal representative, that we will contribute pro-rata, our share of the estate to satisfy any and all claims, demands, suits or causes or action which maybe successfully prosecuted against the said estate or the aforesaid personal representative after the signing, 3 sealing and delivery of this Settlement Agreement and Final Release. IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~,,/~-~' day of ~~.~'~ ~~~~ , 2003. WITNESS: Bonnie L. Guyer r Patricia A. Conrad Rog W. Crowl 4 Commonwealth of Pennsylvania SS County of ~r~ t~ ~t ~~ : On this, the ~ day of _~~,~' f r ~~ s , 2003, before me, a Notary Public, the undersigned officer, personally appeared BONNIE L. GUYER, PATRICIA A. CONRAD and ROGER W. GROWL, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ' ~- v" ~-i G CC..~.' ~-' Nota Public My Commission Expires: ,__.,_ i~~ ~t,~ ~' 'Y ~~_ _ ,ry r~'~~blic ~„ ~' I ~ ~~~~~~,n County My ~cmm~ss on txp~rE, March 19, 2006 5 IN THE COURT OF COMMON PLEAS OF CUMBERLAND CO., PENNSYLVANIA ORPHANS' COURT DIVISION NO.01062 - 2002 FIRST AND FINAL ACCOUNT Bonnie L. Guyer, Executrix for ESTATE OF MARLIN P. CROWL, Deceased Date of Death: Date of Executrix's Appointment: Dates of Advertisement of Letters: Cumberland Law Journal The Sentinel Account Stated To: November 17, 2002 November 26, 2002 December 27, 2002 and January 3, 10, 2003 December 17, 24 & 31 2002 August 31, 2003 Purpose of Account: Bonnie L. Guyer, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Bonnie L. Guyer, Executrix 6317 Brandy Lane Mechanicsburg, PA 17050 OR Jean D. Seibert, Esquire WION, ZULLI & SEIBERT 109 Locust Street Harrisburg, PA 17101 (717) 236-9301 EXHIBIT "A" SUMMARY OF ACCOUNT Fiduciary Current Acquisition Page Value Value Principal Inventory Amount 3 44,326.92 Receipts subsequent to Inventory 4 94,347.70 and jointly owned property additions Net Gain or Loss on sale Other Disposition 5 (44.09) Less Disbursements: Debts of Decedent 6 746.00 Funeral Expenses 6 2,884.80 Administration Expenses 6 493.95 Federal and State Taxes 7 4,784.00 Fees and Commissions 7 2,750.00 Total Disbursements 11,658.75 Balance Before Distributions 126,971.78 Distributions to Beneficiaries 122,953.25 Principal Balance on Hand 4,018.3 Income Receipts 10 1,245.33 Less Disbursements 11 25.36 Income Balance on Hand 1,219.97 Combined Balance on Hand 12 $5,238.50 2 RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of date of death) Acquisition Value Cash and Stock: 32 shares of common stock of Prudential 960.00 @ $30.00 per share Checking account #00241216 at Allfirst Bank 9,122.06 Interest accrued to date of death .62 Money Market account #0950946529 at Allfirst Bank 22,031.81 Interest accrued to date of death 21.90 Certificate of Deposit #87008140967394 at Allfirst Bank 1,862.45 Interest accrued to date of death 2.84 Blue Shield premium refund 579.06 Comcast refund 246.18 Total $34,826.92 Tangible Personal Property: 2002 Chevrolet Cavalier, VIN 1G1JC524427161009 9,500.00 Total $44,326.92 3 f ' Receipts Subsequent to Inventory (Value When Received) 12-11-02 Miscellaneous Deposit 9-2-03 Refund of PA Inheritance Tax Total Receipts of Principal 87.81 1.93 Addition of Jointly Owned Certificates of Deposit: 2-1-02 Principal on Certificates of Deposit as listed on Schedules F & G on PA Inheritance Tax Return Total Principal to be Distributed $ 44,416.66 $ 94,257.96 $138,674.62 4 r Gains and Losses on Sales or Other Dispositions/Principal 32 shares of common stock of Prudential Net Proceeds Fiduciary Acquisition Value Total 915.91 960.00 5 Gain 0 Loss 44.09 $44.09 DISBURSEMENTS OF PRINCIPAL Debts of Decedent 579.06 11-18-02 Blue Shield premium 17.14 12-20-02 Verizon 9.80 12-23-02 Bonnie Miller, tax collector 140.00 3-19-03 John R. Cox, CPA, tax preparer Total Funeral Expenses 2,884.80 12-11-02 Myers Funeral Home Total Administration Expenses 2-8-03 Wion, Zulli & Seibert -reimbursement for expenses: Register of Wills 266.00 The Sentinel 108.95 Cumberland Law Journal 75.00 2-12-03 Purchase of checks Reserve for additional expenses incurred: Copies, notary fees, postage, filing fees Total $ 746.00 $ 2,884.80 449.95 14.00 30.00 $493.95 6 Federal and State Taxes: 4,784.00 2-8-03 Register of Wills, Agent PA Inheritance Tax $4,784.00 Fees and Commissions: 1-28-03 Wion, Zulli & Seibert -'/2 fee Reserve to pay remaining attorney's fees Total Total Disbursements of Principal 1,375.00 1,375.00 $2,750.00 $11,658.75 7 ADVANCE DISTRIBUTIONS Patricia A. Conrad Cash $40,984.42 Roger W. Crowl Cash $40,984.42 Bonnie L. Guyer Cash $31,484.42 Automobile 9,500.00 TOTAL $122,953.25 8 ~ '~ ,~ RECEIPTS OF INCOME Income from Personal Prone Interest: 12-11-02 Interest on Money Market account 23.28 #0950946529 at Allfirst Bank 12-20-02 Prudential dividend 12.80 2-1-03 Interest on jointly held Certificates of 1,195.30 Deposit at Allfirst Bank, as listed on Schedules F & G of PA Inheritance Tax Return 3-7-03 Interest on Certificate of Deposit 13.95 #87008140967394 at Allfirst Bank Total Receipts of Income $1,245.33 9 ,, ~ t DISBURSEMENTS OF INCOME Disbursements from Personal Property: 11-17-02 Credit for accrued interest shown on Inventory .62 as principal as of date of death on checking account #00241216 at Allfirst Bank 11-17-02 Credit for accrued interest shown on Inventory 21.90 as principal as of date of death on Money Market account #0950946529 at Allfirst Bank 11-17-02 Credit for accrued interest shown on Inventory 2.84 as principal as of date of death on Certificate of Deposit #87008140967394 at Allfirst Bank Total Disbursements of Income $25.36 10 a '' ~ PROPOSED SCHEDULE OF DISTRIBUTION TO BENEFICIARIES Current Value Fiduciary Acquisition Value Patricia A. Conrad 1,746.17 1,746.17 Roger W. Crowl 1,746.17 1,746.17 Bonnie L. Guyer 1,746.16 1,746.16 Total $5,238.50 $5,238.50 11 • ~ .~ Bonnie L. Guyer, Executrix of the ESTATE OF MARLIN P. CROWL, deceased, hereby declares under oath (penalties of perjury) that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. ~ ~ Bonnie L. Guyer, Execu Subscribed and sworn to befare me this I ~+h day of S Q ~+ e ~~ b e( , 2003 . ~_ T?o . y i'?zbiic My commission Expires: .~% ~ Nc ~:,v aat3tr. ~ 1 i._, .._.....,,..:. NOTARIAL SEAL JANET C. WAtLETT, Notary Public Ettera, York County Commission •Ex fires Ma 6, 2004 12