HomeMy WebLinkAbout02-1072PETITION FOR PROBATE and GRANT OF LETTERS
Estate of _reLl~ ~t `~ ~UU~,~C~1_.
also known as
Deceased.
Social Security No. ~1~~ C7\' l05
No. 21 • 01- IA'IZ
To:
Register of Wills for the
County of ~.UM~-~R'~ ~in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of agg or ol~der~\a~n~the
in the last will of the above decedent, dated s6¢
and codicil(s) dated ~~ ~ ~~yti~
_ named
19
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~~~1~ County, Pennsylvania, with
h'C~-. last family or, principal residence at 'MSS ~+~C~ V `L-~~~ ~.OO rnZ , ~-~.,.~~ ~2~
(list street, number and muncipality)
Decendent, then ~~ years of age, died NOJ ~~~- ~ ~~90~
at ~•..~ 5S ~ As ~~ V ~ l~t~(,..C.=
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent.:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $ ~~ ti000 .
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TE-S~~`^~'1~-'C .
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ss
COUNTY OF ~ ~ h,~ ~~~ / ~ ~~
The petitioner(s) abcwe-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 represen-
tative(s) of the above decedent petitioner(s) will w~e\ll an truly ad (minister the estate a ording to law.
Sworn to or affirmed and subscribed N a V~~ ~'n A~'`.~~
before me this 2 6th day of Ar A~rti t`r1 ~ ~ w'
~ NOVFMBF,R 2002 19 a
~ '~
W~~.cx.~ ,C~.;^.q egister y
D ~~
/ 7- X04- ~
No. c2-/-Oa-- /07e2
Estate of ELLEN H HOUSEAL ,Deceased
DECREE OF PROBATE AiV'D GRANT OF LETTERS
AND NOW NOVEMBER 27 , 2002 19 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated WILL: 11-23-1996 & C'.ODICIL: 11-28-1999
described therein be admitted to probate and filed of record as the last will of
ELLEN H HOUSEAL
and Letters TESTAMENTARY
are hereby granted to BARBARA A HAMMAKER _
codir.il FEES 10.50
Probate, Letters, Etc. ......... ~ 2 0 0 .0 0
Short Certificates( ) .......... ~~1_._0 ~
~~~~ extra. ,pages $ 12.00
jcp ~ 10.00
TOTAL X253.50
Filed 11-27-2002
...................................
n. ~\
~~- Register of Wi s ~ ~`
ATTORNEY (Sup. Ct. LD. No.)
.ADDRESS
PHONE
mailed to atty 11-27-2002
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING , TNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat_ ,sign the same and that
signed as a witness at the
request of testat in l~ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this
day of
19.
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF ~-u ~3C~-L~'~~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
02 / - Oo1- /D7bL
g ~v~N?.-~ 'cam tfi~nn,~-.,~~- ~`~h ~\a`~ A v w~~ ~ ~c~3-~--
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
~ ~~ familiar with the signature of ~~~~ \~ \~1~5~~~
codici
testat C'~- of (one of the subscribing witnesses to) the will presented herewith and
codicil
that ~tC'~ believet the signature on the will is in the handwriting of
to the best of ~ ~\Q-- ltnowledge and belief.
Sworn to or affirmed and subscribed before a.
me this day of ~ /N e) t1 ,Q
19i~~ uYY1~8'J,e~ 0 ~~~ ~, I
C\~Y`~y`A- (Addy ss) ~ ~ 7 ~ ~ .~
Register
S to3°c ~~~..~ D~ e)
~-~~-(~ ~
(Address) ~ ~~
N •
,
LAST WILL AND TESTAMENT
OF
1"~.
'~.
~;
..
LAW OFFICE ' s
JOHN S. LANDBECK, JR.
SUITE 200 ~
15 S. PARKE STREET ~' j
ABERDEEN, MARYLAND 21001 ; I
i
410-273-6636
410-575-6767
TELECOPIER 410-272-7404
I
I
i
ELLEN H. HOUSEAL
~:~ / _ c'} ,mot - /C~ `7
I, ELLEN H. HOUSEAL, Social Security No. 172-O1-3365,
being an adult of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this
instrument of writing as and for my Last Will and Testament,
hereby canceling, revoking and annulling any and all other
Wi11s, Testaments and Codicils by me at any time heretofore
made.
FIRST: I direct that all of my just debts and funeral
expenses be paid as promptly as may be
practicable after my
death. I authorize my Personal Representative, hereinafter
I
named, to expend such sums as she in her sole discretion may
deem proper for my funeral and interment, including the
acquisition of any burial site and the erection and engraving
of grave monuments and markers, regardless of any limitations
i
fixed by statute, rule of court, or otherwise.
SECOND: All the rest, residue and remainder of my
Estate, real, personal and mixed, wheresoever the same may be
situtate, whether my Estate therein be legal or equitable, and
whether I now own or shall hereafter acquire the same, and all i
property, real, personal or mixed, which I shall have the i
right to dispose of by Last Will and Testament, I give, devise
and bequeath unto my husband, CHARLES F. HOUSEAL.
Last Will and Testament
i of Ellen H. Houseal
'~ SPECIAL BEQUEST
~' In the event my husband redeceases
P me I make the
` following special bequest:
I
~
1. My dining room set, including table, chairs, hutches
and anything related to said set to my niece, BARBARA
HAMMAKER, if it is her desire to receive it.
THIRD - All the rest, residue and remainder of my Estate
shall be liquidated by my Personal Representative including my
personal property, real property and any other items and shall
be divided equally between the brothers and sisters of each
~~ my husband and myself, with fifty percent (50%) of the Estate
b
going to the brothers and sisters of the husband and fifty
percent (50%) going to the brothers and sisters of the wife.
\,. ~ This will include in the case of the wife, half-brothers.
FOURTH: In the event any of the above mentioned
,;,~
' brothers, sisters or half-brothers shall predecease me or we
_
~
~.~ i meet death in a common disaster, then and in that event, I
I
hereby give, devise, and bequeath that individual's share unto
any children through that individual in equal shares, per
stirpes, share and share alike, absolutely and forever. If
there are no children through that individual, then and in
that event that individual's share shall be divided between
the surviving individuals in equal shares, per stirpes, share
and share alike, absolutely and forever.
FIFTH: I name, nominate, constitute and appoint
my niece, BARBARA HEISEY, currently of Williamsburg, Virginia,
~.
Last Will and Testament ~ ,.
~~ o.f Ellen H. Houseal
Personal Representative of this my Last Will and Testament and
hereby direct that she shall act without bond and shall have
the power to sell or in any way dispose of any and all of my
Estate and sign such documents as may be necessary in order to
satisfy the terms of this my Last Will and Testament. In the
event my niece, BARBARA HEISEY, can not act in that capacity,
then and in that event I name, nominate, constitute and
appoint JOHN S. LANDBECK, JR., or his successor, as Personal
Representative of this my Last Will and Testament and hereby
direct that he shall act without bond and shall have the power
to sell or in any way dispose of any and all of my Estate and
sign such documents as may be necessary in order to satisfy
the terms of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this my Last Will and Testament, on this Z~J~ day of
1996.
~~ /~ .. , 7rl ~~t_r_.~.-~ti~ (SEAL)
ELLEN H. HOUSEAL
SIGNED, SEALED, PUBLISHED and DECLARED by ELLEN H.
HOUSEAL, the above named Testatrix 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, all being present
Last Will and Testament
of Ellen H. Houseal
at the same time, have hereunto subscribed our hands as
Witnesseth the day and year first written.
Address
~ ~~ r~~ ~
Address
• s
LAW OFFICE
JOHN S. LANDBECK, JR.
SUITE 200
15 S. PARKE STREET
ABERDEEN, MARYLAND 21001
410-273-6636
410-575-6767
TELECOPIER 410-272-7404
CODICIL TO LAST WILL AND TESTAMENT
I, ELLEN H. HOUSEAL, do hereby make, publish and declare
the following to be a Codicil to my Last Will and Testament
which is dated September 23, 1996.
FIRST: I hereby change Paragraph FIFTH to read as
follows
FIFTH: I hereby name, nominate, constitute and appoint
Barbara A. Hammaker as Personal Representative of this my Last
Will and Testament and hereby direct that she shall act
without bond and shall have the power to sell or in any way
dispose of any and all of my Estate and sign such documents as
may be necessary in order to satisfy the terms of this my Last
Will and Testament. In the event Barbara A. Hammaker can not
act in this capacity for any reason, then and in that event I
name, nominate, constitute and appoint my attorney, John S.
Landbeck, Jr., or the successor to his law firm, as Personal
Representative and direct that they shall act without bond and
shall have the power to sell or in any way dispose of any and
all of my Estate in order to satisfy the terms of this my Last
Wi1:1 and Testament.
SECOND: I hereby reaffirm each and every other paragraph
in my Last Will and Testament which is dated September 23,
1996.
Codicil to Last Will and Testament
Ellen H. Houseal
IN WITNESS WHEREOF, I have hereunto set my hand and seal
t h i s ~~ day o f ~' ,~1Z~~-,,~Q,.z~ 19 9 9.
ELLEN H. HOUSEAL
SIGNED, SEALED, PUBLISHED and DECLARED by ELLEN H. HOUSEAL,
the above named Testatrix as and for a Codicil to her Last
Will and Testament, which is dated September 23, 1996, in our
presence who at her request and in her presence and in the
presence of each other, all being present at the same time,
have hereunto subscribed our hands as witnesses the day and
year first written.
Q. ~~~d-~--~
Signature
Cam. ,.~ s 7'.~-,v ~ ~.. ~ /chi ra L 1 ~Y
Print Name
~~ ~ ~`
Si nature
Print Name
a ~ ~ ~r ~-.
Address
_ ,, ~D oZL~~~
a%~a ~~~.~~~ ~ ~~.~
CERTIFICATION OF NOTICE UNDER RULE 5 6 (a)
Name of Decedent: Ellen H. Houseal
Date of Death: November 20, 2002
Will No. 1072 of 2002 Admin. No.
To the Register:
I certify that notice of beneficial interest 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:
~- 11- v3
Name Address
See Attached
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A
Date: Z~i r/„ -~ G y~
David W-Reager, Esquire
Reager & Adler, PC
2331 Market Street
Camp Hill, PA 17011
(717)763-1383
Counsel for Personal Representative
1. Mrs. Dorothea McWilliams
500 Harrisburg St.
Dillsburg, PA 17019
2. Ms. Donna Shafer
706 Concord St.
Ft. Walton Beach, FL 32548
3. Mrs. June Magnelli
4807 Winford Rd.
Harrisburg, PA 17109
4. Ms. Karen L. Sipe
5198 Locust Lane
Harrisburg, PA 17109
5. Mrs. Nancy L. Knode
6250 Bridle Court
Harrisburg, PA 17111
6. Mr. Donald W. Thompson
127 Fieldstone Dr.
Carlisle, PA 17013
7. Mr. Steven W. Thompson
11752 W. 27th Dr.
Lakewood, CO 80215
8. Mr. Brian W. Thompson
390 Lakeside Dr.
Levittown, PA 19054
9. Ms. Leslie A. Thompson
20 Pettis St.
Lake George, NY 12845
10. Mr. William A. Thompson
442 W. 22nd St. Apt. 3
New York, NY 10011
11. Mrs. Ruth :L. Witmer
1155 Mimosa Lane
Marysville, PA 17053
12. Harry Heim
1084 Creek Rd.
Pitman, PA 17964
13. Kathryn Weitzel
383 Main Rd.
Pitman, PA 17964
14. Leroy Heim
130 Fairview Rd.
Pitman, PA 17964
15. Alton Heim
469 Ridge Rd.
Pitman, PA 17964
16. Barbara Heisey
175 Chicahouk Trail
Southern Shore, NC 27949
17. Shirley Ranieri
238 Cresent Dr.
Hershey, PA 17033
18. Dean Weikel
1134 Dartmouth Rd.
Hummelstown, PA 17036
19. Donald Weikel
7730 Bashore Dr.
Harrisburg, PA 17112
20. Keneth Weikel
373 N. Mechanic St.
Fredericburg, PA 17026
21. James Weikel
1325 Wentworth Ct.
Greenwood, IN 46143
22. Larry Weikel
7 Sgrignoli Lane
Enola, PA ]'.7025
23. Donna Weikel
801 Cambridge Ct.
Palmyra, PA 17078
24. Lisa Kepes
316 10`h St.
New Cumberland, PA 17070
25. Lori Clark
118 N. 4`h St.
Lemoyne, PA 17043
26. Dale Wilber
3 Mill Hill Rd.
Pitman, PA 17964
27. Rick Wilber
502 Ridge Ave.
Pottsville, PA 17901
28. Richard Heim
571 Church St.
Landisville, PA 17538
29. Harold Heim, Jr.
P.O. Box 18
Freidensburg, PA 17933
30. Rev. Ronald Heim
9 Earl Stoyer Dr.
Schuykill Haven, PA 17972
31. Roger Heim, MD
2651 Ramson Dr.
Harrisburg, PA 17104
32. Ruth Bohner
535 Ruby Rd.
Rising Sun Manor
Millersburg, PA 17061
33. Randy Heim
324 Ridge Rd.
Pitman, PA 17964
34. John Heim, Jr.
360 Main St.
Pitman, PA 17964
35. William Heim
67 Howerter Rd.
Pitman, PA 17964
36. Jason Heim
RD#l, Box 109C
Klingerstown, PA 17941
37. Crystal Heim
RD#1, Box 109C
Klingerstown, PA 17941
38. David Kehler
1531 Creek Rd.
Pitman, PA 17964
39. Susan Tallman
74 Evangel Park Rd.
Tower City, PA 17980
40. Diane Sims
1552 Creek Rd.
Pitman, PA 17964
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PNC BANK
C/O TRUST DEPARTMENT
4242 CARLISLE PIKE
CAMP HILL, PA 17011
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 002165
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssN: ~~2-o~-33x5
FILE NUMBER: 2102-1072
DECEDENT NAME: HOUSEAL ELLEN H
DATE OF PAYMENT: 02/ 1 3/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 /20/2002
101 ~ 577,900.00
TOTAL AMOUNT PAID:
REMARKS: PNC BANK
TRUST DEPARTMENT
SEAL
CHECK#11706466
INITIALS: VZ
RECEIVED BY: DONNA M. OTTO
577,900.00
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
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REV.1&Xl EX (\).(Xl)
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OFFICLAL USE ONLY
COMMONWEAlTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
A NU R
21 - 2002 1072
-----
COl.MY CODE '(EM MJf.eER
SOCIAl. SECURITY NUMBER
172-01-3365
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INI1lAL)
~ Houseal, Ellen B
l!l DAle OF DEATH (MM-DO-YEAR) DAle OF BIRTH (MM-DO-YEAR)
W 11/20/2002 01/08/1912
()
W (IF APPUCABlE}SURVMNG SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
Q
THIS RETUAH MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SEQJRllY NUMBER
00 1. Original Return
o 4. limited Estate
[2(J 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
D 2. Supplemental Return 0 3. RemlJinder Return (dale of death prior to 12-13-82)
D 4a. Future Interest CompromIse (date of death after 12-1NI2) D 5. Federal Estate Tax Return Required
D 7. Decedent Maintained a living TllJst (Attacl\ copy of TNSt) ~ 8. Total NumbercASafeOeposltBaxes
o 10. SpOUsalPovertyCredlt (d.l.ofd"lhbelw..n1241-g1.ndl.1~) D 11. EleCtion to tax under Sec. 9113(A)(Att8l:hSchOI
!Z
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~
!
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Linda Lundberg. Asst. Vice president
FIRM NAME (If AppliCable)
pBC Bank B.A.
PO Box 308
ClUIlp Bill.
pA 17001-0308
TELEPHONE NUMBER
(717) 730-2265
1. ReEll Estate (Sch8dule A)
0.00
727.011.2'7
0.00
0.00
5.789.21
0.00
2. Stocks and Bonds (Schedule B)
(1)
(2)
OFFlCIAL.USEO~Y
3. Closely Held CoI'pore.tion, Partnership or Sole-Proprielorship (3)
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Blink Deposits & Miscellaneous Personal Property
(Schedule E)
(4)
(5)
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~
::l
l:
lL
C5
w
ex:
6. J~ O'Mled Property (Schedule F)
U Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
(6)
0.00
9. Funeral EJtpenses & Administratiw Costs (Schedule H) (9)
(8)
48.203.25
12.199.45
732.800.48
8. Tol8l Gross Asseta (total Lines 1.7)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Sdledule I) (10)
11. Total Deductions (total Lines 9 & 10)
60.402.70
672.397.78
0.00
(11)
(12)
(13)
12. Net Value of EstBte {Line B minus line 11)
13. Charitabll'l 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)
SEE INSTRUCllONS ON REVERSE SIDE FOR APPliCABLE RATES
672.397.78
(14)
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0..
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15. Amount ofUne 14 taxable at the spoosal tax
rate, or transfel1l under Sec. 9116 (aX1.2)
x.OO_(15)
x .04L- (16)
0.00
0.00
17.944.95
78.428.48
96.373.43
0.00
0.00
149.541.27
522.856.51
16. AmountofUne14taxableatlinealrate
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
18. Amount of line 14 taxable at collateral rate
x .15 (18)
19. Tax Due
20.0
(19)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SlOE AND RECHECK MATH < <
2W46451.000
o
c
ecedent's omplete Address:
SlREET ADDRESS
Messiah Village
100 Mt. Allen Drive
CITY I STAlE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
0.00
77,900.00
4,100.00
3. InteresUPenalty ~ applicable
O. Interest
E. Penalty
Total Credits (A + 8 + C) (2)
0.00
0.00
TotallnteresUPenalty (0 + 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. If 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.
(5A)
96,373.43
82,000.00
0.00
14,373.43
0.00
8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58) 14,373.43
..
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
00
00
00
00
IXl
IXl
contains a beneficiarydesignatlon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D IZJ
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, J declare that I hSY88xemined this retum, including accompanying schedules and Statemel'\t&, and to tt'ItI butof my \\ntmledge and belief, It is true, COfTec:t
and complete.
~~;~~~:::S::-~~~"~_hD,"Y~>M~'.'
:- 1"'=:'J-8-u..~\'f.
ADDR 55
Camp Bill, PA 17001-0308
Yes
D
D
D
D
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0
3. Did decedent own an "in trust for" or payable upon death bank aceount or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
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 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
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
~r?1 0::)
DAlE
AroRESS
t?,},'~~~-- ~
-,-, '-~-,
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 lor the use of the survMng spouse Is 3%
[72 P.S.~ 9916 <a) (1.1) mI.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to ormrthe use of the surviving spouse is 0% (72 P.S, S 9116 (a) (1.1) (II))
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 even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to Ql'rorthe used a natural parent, an adoptIVe parent,
or a stepparent oftt'le child is 0% [72 P.S. S 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lIne8I beoeficlanes is 4.5%, except as noted in 72 P.S. ~ 9116(1.2) [72 P.S. S9116(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 sibling is defined, under Section 9102, as an
individual who has at least one parent in common 'ol!tth the: decedent, whether by blood or adoption.
W46461.000
REV-t502EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Houseal, Ellen B
FILE NUMBER
21-2002-1072
All ,.,1 property owned "'Iy or.. a tenant In common must b. reported ,t fair m,.1let value. Fair market value is defined 8B the prlce at which pl'O;lerty would be exchanged
between a willing buyer and awmlng seIW, neither being compelled to buy or sell, both having reasonable krlct'Medge dthe relevant facts. Real property which Is Jolndy-owned with
right of survivorship must be dlsclos.d on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
2W46952.000
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
0.00
REV.l5Q3 EX + (1-97)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
Houseal, Ellen H
FILE NUMBER
21-2002-1072
AU property jointly-owned with right of survivorship must be dlsctosed on Schedule F.
ITEM
NUMBER
1. ee t ac e
DESCRIPTION
sta e a uat on epor
VALUE AT DATE
Of DEA'lH
2W46963.01)D
TOTAL (Also enter on line 2, Recapitulation) $
{If more space is needed, Insert additional sheets of the same size)
727.011.27
Estate Valuation
Dat.e of Death:
Valuation Date:
Proc....ftg Da~:
10)
11)
121
11/20/2002
11/20/2002
11/2612002
Eatau of: ELEN B HOUSEAL
R..-port ~: Date of o..th
Numbar of Securiti..: 51
ruo ID' 1096410
Share.
or Par
Socurity
De.cription
Low/Bid
Mean and/or Div and. Int Security
Adju.tmenta Accrual. Value
Billh/....k
11
83.606 llEIlGEIl QIHI IIlY'r FIl 1'R 10839021061
SML. C:P VAL IHV
llASDAQ
11/20/2002 .
23.32000 Bid
23.320000
1,949.69
21
1256.424 ~ FDS (091927673)
INDX EQn' IIlST
llASDAQ
11/20/2002
17.64000 Bid
17.640000
22.163.32
3) 10945.272 ~ FDS (0919282831
LOll DtlRAftI IllS
llASDAQ
11/20/2002
10.22000 Bid
10.220000
215.54
111.860.68
,
4) 11640.763 ~ FDS (0919286061
lWl1.GEll IN8n.
llASDAQ
11/20/2002
,
10.74000 Bid
361.64
125.021.79
10.740000
51 10652.873 SLACKROeX FIlS (0919286221
PA TAXl'UE INS
NASDAQ
11/20/2002
10.87000 Sid
10.870000
.1n.16
115.796.73
6)
79.051 CALAHOs INV 1'R NEW (128119302)
GROWTlI Fe
NASDAQ
11/20/2002
32.80000 Bid
32.800000
2.592.87
7)
2506.266 FIDELITY ADVISOR SEa I (315805598)
DIV GRW INSTI.
NASDAQ
11/20/2002
9.77000 Sid
9.770000
24,496.22
81
27.964 MANAGERS FIlS (5617172081
SPL EQUI'l'! It)
NASDAQ
11/20/2002
56.11000 Bid
56.110000
1,569.06
91 10648.596 MOllllAN Gt\ENFELL lllV'r 1'R \617351t7291
SK TaM HDN SVC
llASDAQ
11/20/2002
10.32000 Sid
10.320000
109,893.51
160.942 ROWE T PRICE ~ Fe INC (779578103)
c:Qf
NASDAQ
11/20/2002
15.84000 Sid
15.840000
2.549.32
75 tlNITZll snns SYG SO SEa E 1 912537DQ7)
OTC
om: 01/01/1963
11/20/2002
852.40000 Bid
852.400000
639.30
75 llNITZll snns SYG SO SEa E (912537DRSI
OTC
om, 02/01/1963
11/20/2002
860.68000 Bid
860.680000
6"5.51
"a~ 1
This report vas produced. vith EatateVal, a product of Eat.tlt Valuationa , Pria1ftg Syat.., Inc. If you have questions,
pl.... contact ZVP sya~ at 'Ei8) 313~6300. 'Reviaion 6....1)
JUL-16-2003 1.2:48 PNC BANK 717 7110 2254 P . 01/01
Date- of n.atb: 11/20/2002 I.tate of: IL&lf . JlCXJSDL
Valuat1oa. Oat.. 11/20/2002 R8poI't 'lJpt: Dab of Death
Pro08..tnq Date: 11/26/2002 _ of _U.., 51
111. ID: 1096410
_. -.ity 'Man. an4Jor Div Inc! Int _ity
or Par DMcdpt10n High/AoII Low/Bid Mjust:MnU Aaanal. VIl..
131 1S tllIHD nABS SYQ BIJ SD I (91253"'831
"""
_, 03/01/19&3
11/20/2002 841.72000 Bid.
84.7.120000 635.79
14) 75 _1'10 nA"'8 SVQ aD SO E (91253",nl
0l'C
D1'D: 04/01/1963
11/20/2002 8407.50000 Bid.
Sn.600000 635.70
15) 75 tlIII1'IO 8tABS SVQ 8Il SO E 191253'l1lll1l1
O!C
D1'D: 05/01/1963
11/20/2002 8n.60000 Bid
8".600000 635.70
16) 100 tJNlftD l!rAftS sva BO au B (91253'lDV61
01'C
_: 06/01/1963
11/20/2002 854.08000 Bid
954.0801300 854.08
111 15 tnnUD STAn! S'IG 1m SIR Z (91253_41
"""
_: 07101/1963
11/20/2002 854.08000 Bid.
854.0S0000 640.5&
181 75 tDII'1'J:D D'A'I'U SYa aD SIR I (9125371lX21
"""
D1'D: 08/01/1963
11/20/2002 862.44000 Bid
812.440000 6".83
19) 75 __ SU"S SVG aD SEll E (912537D!01
01'C
D1'D: 09/01/1963
11/20/2002 849.5&000 Hid
B49.56OGOO 631,17
20) 75 mttftD 8TAftS SVO aD sza I: (91253"'''1
01'C
D'ID: 10/01/1.963
11/20/2002 aU.56000 Bid
849.560(;00 637.17
211 75 OHlftD STADe SW BD SD. & (912537EA11
0l'C
_: 11/0111963
11/20/2002 84'.56000 Bid.
BO.SiCDeD 637.17
221 75 uutlfEC S'IA'l'IS SVQ BD SIll C (,12.5:!1EB9)
0l'C
Dl'O: 12/01/1963
11/20/2002 854.84000 Bid
S54.840000 641.13
231 75 __ SU'" .... lID SO E (912537EC7)
0l'C
ll'ID: 01/01/1964
11/20/2002 854.84000 Bid
854.840000 6U.13
24) 7S UIIIftD SD'J'Z8 sva BD IIlR I (g12!537m5)
01'C
PT!): 02/01/1964
11/20/2002 863.Q.oOO S.id.
S63.040000 64.,.28
'_2
'rhb report ".. pJ:04ucec1 witb Eeta"Val, a product of I.tate Valuatj,cn. , Pricing ByltelU, Inc. If you have quIIat1on.,
pI.... contact ZVP Syst... at (818' 313-6300. (-.vi.ion 6.C.1)
TOTAL P.01
Da" o~ Death: 11/20/2002 Eetattl a~: ELEN' B BOt1DAL
Valuation Da'te: 11/20/2002 lWpGrt 'ryp.: Data at Death
Pracaaa1nq D.~: 11/26/2002 NusIber D~ s.cunU..; 51
File 10: 1091410
Share. security MuD. ad/or D1" and Int S~ity
ot' Par nee=iption Bigh/Allt Low/Bid Ad.jus'tmen:u Accrual. Val...
25) 75 ONIDll RAftB SW BD SEll. E (U2537EE31
O!C
O!D: 03/01/1.<<
11/20/2002 S50.16000 Bid
850.160000 637.62
261 75 umDll ftlLfta SW DO SEll. E IU2537EFO)
O!C
O!D: 04/01/1964
11/20/2002 B5O.0BOOO tic!
850.080000 637.56
27) 100 ONIDll ftlLftS SW DO SEll. E (81253'7EGll)
O!C
D!D: 05101/1964
11/20/2002 950.0BOOO tid
B50.080000 850.0B
28) 75 ONIDll SUftS SW SO SEll. E 1812537EB61
em: ,
O!D: 06/01/1964
11/20/2002 855.72000 tid
~ 855.720000 641.78
291 75 umDll SU'l'IS SW SO SEll E ('12537EJ2)
0!C ---
OTD: 07/01/1964
11/20/2002 855.72000 Bid
855.720000 641.78
30' 75 tJIlIDll RAftS SW SO SEll. E (81253'lEll9)
em:
OTD: 08/01/1964
11120/2002 864.0BOOO Bid
BU.080000 648 .06
31J 75 tJIlI'l'ID SU'l'IS SW BD SEll E (9125318L7)
em:
OTD; 09/01/1'64
11/20/2002 851.12000 Bid
B51.120000 638.34
321 1S UNITED S'lATIS SVG BD SER E (912537E1l5)
O!C
OTD: 10/01/1964
11/20/2002 851.12000 Sic!
851.120000 638.34
33) 75 tJIlI'l'ID SUftS SW BD SEll. E (912537El13)
O!C
OTD: 11/01/1964
11/20/2002 S51.12000 Sic!
851.120000 638.34
34) 75 0NI'l'ID RAftS SW SO SEll E (9125318P8)
=
OTD: 12/01/1914
11/20/2002 S56.60000 Sic!
85&.600000 642.45
35) 75 CNI_ sv.ftS SW SO SEll. E 1912537EQ6)
O!C
om: 01/01/1965
11/20/2002 B56.60000 Bid
856.600000 642.45
36) 75 CNI1'J:ll ftAftS SW DO SEll. E (91253_4)
O!C
D!D: 02/01/1915
11/20/2002 7B5.12000 Bid
7B5.720000 589.29
'_3
rhis nport v.. produced with Eata'taVal, a product o~ letat:e Va1uaUOM , Pri-cing sv-~, Inc. I~ you have que.Uona.
pl.... contac't EYP 8y.~ a't (818) 313-6300. (-.vi81on 6.4.1)
Oat.e o~ n.ath:
Valuation OaU:
Proce..j.nq Date:
11/20/2002
11/20/2002
11/2~/2002
I.tate of: ELEN' B BalJS!:AL
-.port "yp-: P." of IlMth
NuI:aber of securiU..: Sl
rUe :tP: 1096410
...... oMlor Pb Uld ID~ Security
AdiuaQent.. AcCZ"DAb Value
37)
381
39)
40)
HI
42)
43)
441
451
46)
47)
48)
--
O~ Par
security
neacript1cm
Bigb/Aak
Low/lid
75 DNI1'Ell suns SW Be SIR E (912537ZS21
em:
D~: 03/01/1965
11/20/2002 766.56000 Sid
766.560000 574.92
75 1lllI= sw.<fz8 lIVQ so SIR E (91253711'0)
em:
1I1'll: 04/01/1965
11/20/2002 766.48000 Bid
766.480000 574.86
75 DNI= suns lIVQ Be SIR E (912537Ell7)
em:
1I1'll: 05/01/1965
11/20/2002 766.48000 lid
766.480000 .. 574.86
75 ONI= SUTES lIVQ Be SIR E (912537ZVS)
em: ,
IItD: 06/01/1965
11/20/2002 681.96000 Bid
681.960000 511.47
,
75 1lllI= sw.ns lIVQ Be SIR E 1912537D3)
o:rc
IITD: 07/01/1965
11/20/2002 681.96000 Bid
681. 960000 511.47
"
100 DNI1'Ell SUTES SVG Be SIR E (912537Elt1)
em:
llTll: 08/01/1965
1112012002 673.76000 lid
673.760000 673.76
75 UNITED STADS SVG so SEJl E 1912537Er9)
OTC
IITD: 09/01/1965
11/2012002 663.92000 Bid
663.920000 497.94
75 ONt'rtll S!ATES SVG Be SEll E ( 912537EZ6)
o:rc
IITD: 10/01/1965
1112012002 663.92000 Bid
663.920000 497.94
75 ONITEll suns lIVQ Be SEa E 1912537FAD)
OTC
1I1'll: 11/01/1965
11/20/2002 663.92000 B1d
663.920000 497.94
8500 um:= S1'lI.ns lIVQ Be SEa BlI (912550LB1)
11/20/2002 100.00000 Bid
100.000000 8.500.00
3500 DNITEll S1'lI.:rES SW Be SIR BlI (912550I.J7)
11/20/2002 100.00000 Bid
100.000000 3,500.00
50000 DNITEll S1'lI.DS >'IlZA81l1IY Il'1' (912827J78)
OTC
P1'll: 02/16/1993 Ma~: 02/15/2003 6.2St
11/20/2002 101.21875 101.15625 Als
101.187500 SO,SJ3.7S
Int: D8/15/2002 ~ 11/20/2002 823.71
_4
Tht. nport ... prodaced .ith EatateVal, .a prodDct: or Zatac. Valuat:J.ou , P.rici~ Sya~, Inc. It you haft queations.
plaaH contac't EYP syauu at. (818) 313-6300. (bViaicm 6." .1)
,
11/20/Z002
11/20/2002
11/28/Z002
Date o~ n.a'tb.:
Valuat.1on Date:
'z:oce..i.1\9 !)aU:
_.
or Par
Security
"'.anpt.l.Oll
IIillll/Aok
LAw/Bid
U) 50000 llR%ftD ftAS'ZS DV'IlIn Il'r ('1282'lt183)
01'C
D~: OS/15/1"5 Mot: OS/15/2005 8.5t
ll/Z0/ZOO2 111.0'375 111.03125 A/8
lAt: OS/15/2002 to 11/Z0/2002
SOl saooo ma= ftA'rZS _ Il'r (l12S27511:11
01'C
D~: OS/15/1'" Mot: Os/15/Z00t 8t
11/20/Z002 107.0'375 107.03125 A/8
tat: OS/15/2002 to 1112012002
lSl WJlCIIO\I%A CllIlP 2IlD .- (12"03102)
lira
11/20/2002
511
35. &1000
3. .80000 S/L
52) 5703.970 WllDX:K HJIRY MI\IlKIn'
INS'lTl'll1'IlJ CIA$
,
,
Total Value:
Total Accrual:
Total:
$723,555.83
3,455.44
$727,Oll.27
-.
,
..ta~ ot: a.a B IrC:XJSUL
~ 'l'Jpe. D." .~ a..tb
_ ~ _t.l.... 51
111. to. 10'8tl0
_ U1d/or: DIv _ lAt securIty
Mju_u Aaor:aa1. Vo1ue
111.012500
55,531.25
851.&1
107.0WOO
53,531.25
710.7&
35.230000
6,376.63
1.00
34.97
5,703.97
$723,555.83
$3,455.44
._5
~. report ..... pZ'o""'q"""" with EatateVal, .a p%Oduct ~ :hUe. VaJ,.uaUoDa , ftic1Dq Iysuu, IDe. U you ha1M qa.t.i.ou.
pl_ _toI:1: EVP Syo_ at (818) 313-&300. <<_8100 1...11
REV-,5lY+ EX+ 1'-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX REnJRN
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRlETORSHIP
~ Nll.J~l..c:U~I'IIJ
FILE NUMBER
21-2002-1072
ESTATE OF
Houseal. Ellen H
Schedule C-1 or C-2 (Including all supporting information) must be attached foreachcloeely-held ccrporatklnIpartnership interest dthe decedent, other than a soIe-proprietorhip.
See instructions for the supporting information to be submitted for soIe-proprietorships.
ITEM
NUMBER
DESCRlPllON
VALUE AT
DAlE OF DEATH
1.
TOTAL (Also enter on line 3. Recapitulation)
(If more space IS needed, msert additIOnal sheets of the same size)
$
0_00
2W46972.000
REV-1507 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
Houseal, Ellen H
All property joIntly-owned with the right of wurvivorship must be dlaclOMd on Schedule F.
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21-2002-1072
ITEM
NUMBER
DESCRIPTION
VALUE AT
OATEOF OEATH
1.
TOTAL (Also enter on line 4. Recap(tulation) $
0.00
2W46AC2.000
(If more space is needed. insert additional sheets of same size)
REV.1508EX+{1.97)
COMMOM\IEAL 1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE5lDENTDECECENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Houseal, Ellen B
FILE NUMBER
21-2002-1072
Include the proceeds of litigation and the date the proceeds V\Elre receiY9d by the estate. AI property jolndy-owned with the right of SUrviYonIhlp must be dlaclOHd on Schedule F.
ITEM
NUMBER
IlESCRIPTlON
VALUE AT DATE
OF DEATH
4,845.90
1. PNC Bank
Checking Account # 500942674
Balance as of 11{20{02
Accrued Interest
Total
4,845.51
.39
4,845.90
2 VerizoD
Telephone Service Cancellation Refund
7.88
3 PA Blue Shield
Health Insurance Refund
73.50
4 AT & T
Telephone Service Cancellation Refund
2.93
5 Commonwealth Of Pennsylvania
2002 PA State Individual Income Tax Refund
15.00
6 United States Treasury
2002 Federal Individual Income Tax Refund
844.00
2W46A02.000
TOTAL (Also enter on line 5 RACanitulation\ Is
<If more space is needed, Insert additional sheets of the same size)
5,789.21
REV.1509 EX'" (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERlTANCETAX RElURN
RESIDENT OECCOE
ESTATE OF
Houseal, Ellen B
SCHEDULE F
JOINTL Y.OWNED PROPERTY
FILE NUMBER
21-2002-1072
If an asset wa. made j~nt within one year of the decedent's date of death. It muat: be reported on Schedule G.
SURVMNG JOINT TENANT(S) NAME
AllllRESS
RELAnONSHIP TO DECEDENT
A.
B.
c.
JQlNTl. Y-OWNED PROPERTY:
<EnE< DATE ~P11ON OFPROPER1Y %OF DATE OF DEATH
ITEM fORJOINf MADE Include name offlnandallnslitution 8nd ~1I,=nlnumberor DATE OF DEATH OECO'S VALUE OF
NUMBER TENtoNT JOINT similar Identifyinn number. Attach deed for oInti e1d real estate. VAl-LIE OF ASSET INTEREST OECEOENT'S INtEREST
1.
-
TOTAL IAlso enter on line 6 Recaoitulationl $ 0.00
,W4e,.,E 2.000
(If more space is needed, insert addltlonal sheets d same size)
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE1tJRN
RESIDENT DECEDENT
ESTATE OF
Houseal, Ellen B
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2002-1072
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV~1500 COVER SHEET is yes.
l!>KA-ure1HE~.J"Tl~S~fE~~,nELATIONSHIP TO ~,~.
ITEM DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBEF ~ECENT ANOnE~nOto~€s'f~ACH A COPY OF THE VALUE OF ASSET INTEREST IF APPUCABLE\
1. For I~formatio~al PurpOBeB 0.00 100.00 0.00 0.00
O~ly,
Decedent was receiving a
mo~thly Civil ServicB Pe~Bio~.
All be~BfitB terminated at the
death of B11e~ H. HOUBeal with
~o further payme~tB due her
heirs or the eBtate.
TOTAL (Also enter on line 7, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets ofsame size.)
2W46AF2.000
REV-1511 EX.. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE Of
Houseal, Ellen H
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2002-1072
Debts of decedent must be r&D1'lI'ted on Schedule I.
ITEM
NUMBER DESCRIP110N AMOUNT
A FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 14,750.00
Name of Personal Representatiw(s) Barbara A B_ker
Social Security Number(s) I EIN Number of Personal Representat1ve(s)
Street Address 1165 Mimosa Lane
City Msrysvi11e State PA Zip 17053
Year(s) Commission Paid:
2. Attorney Fees Name: Reager & Adler PC 3,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
4. Probate Fees 0.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7. PRC Bank R.A. 29,500.00
( BI # 22-1146430 )
Services rendered as Agent for Bxecutrix., Barbara A.
Hammaker in accordance with agreement between -
Executrix and bank dated 11/27/02 in connection ith
settlement of the estate.
S Barbara A. Hammaker 253.50
Reimbursement of Probate Fee
.v~.. <rom .,a,,' .... ..""../~
TOTAL (Also enter on line 9, Recapitulation) $ 48,203.25
2W46AG 2.000
(If more space is needed, insert tDiitional sheets d same size)
Bstate of. Houseal. BlleD H
Schedule H. Part B -- AdmiDistrative Costs
Item
No. Description
9
Reager & Adler PC
ReimbursemeDt for Legal AdvertisiDg
10
Bstimated AdditioDal AdmiDistratioD BxpeDses
TOTAL. (Carry forward to maiD schedule) . . . . . .
Page 2
21-2002-1072
Amount
149.75
50.00
199.75
REV-1512 EX'" (1-97)
COMMONWEALTH OF PENNSYL VANtA
INHERITANCE TAX REnJRN
RESIDENT DECEDENT
ESTATE OF
Houseal, Ellen H
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2002-1072
Include unrelmbursed medical eXDenees.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1. PMC Bank M.A.
Accrued Investment Management Pee
539.51
2 Barbara Bammaker
Attorney In Pact Pee
10.812.00
3 Crumay Parnes Associates Inc.
Medical Services
8.67
4 Messiah Village
Balance of Nursing Bome Care
72.25
5 Internists of Central PA
Medical Services
113 .14
6 PMC Bank M.A.
Checking Account # 500942674
9.84
Check # 1196 issued prior to death but honored subsequent to
death.
7 Quantum Imaging & Therspeutic
Medical Servises
376.25
8 West Shore Anesthesia
Medical Services
16.79
9 Mobil X-Ray Imaging Inc.
Medical Services
251.00
2W46AH2.000
TOTAL (Also enter on line 10. Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
12.199.45
REV-1513 EX+ (9~)
SCHEDULE J
BENEFICIARIES
COMMONWEAL 1H OF PENNSYLVANIA
IN-IERlTANCE TAX REnJRN
RESIDENT DECEDENT
ESTATE OF
Bouseal, Ellen H
NUMBER NAME ANO ADDRESS OF PERSON(S) RECBVlNG PROPERTY
I. T MABLE DISTRIBUTIONS [include outright spousal distributions. and transfer1l
under Sec. 9116 <aJ (1.2)J
1. McWilliams. A. Dorothe&
500 Harrisburg Street
Dillisburg, PA 17019
2 B8im, R&J1dy
324 Ridge Road
Pitman, PA 17964
3 Heim Jr., John
360 Main Street
Pi tm&J1, PA 17964
4 HeiDL, William P
67 Howerter Road
pitman,. PA 17964
5 Reim, Jason P
RD #1, Box 10ge
KlingerstoWll, PA 17941
FILE NUMBER
21-2002-1072
RELATIONSHIP TO DECEDENT
Do Not L10t Truotoe(o.
Niece
Nephew
Nephew
Nephew
Nephew
AMOUNT OR SHARE
OFESTATE
42,024.86
6,231.11
12,372.12
12,372.12
6,219.68
ENTER DOl.lJ\R AMOUNTS FOR DISTRI8UTlONS SHOWN ABOVE ON LINES 15 THROLIGH 18. AS APPROPRIATE. ON REV-l500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPCUSAL DlSTRI8UTlONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
2.W6,6j\,1 '.000
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRJ8UTlONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space IS needed, Insert OOditional sheets of the same sae)
$
0.00
Estate of: Houseal, Ellen H
Page 2
21-2002-1072
Schedule J Part 1 -- Beneficiaries
Item
No. Name and Address of Person!s) receiving property
Relationship
AIIlOUD t or
Share of Estate
6 Heim, Crystal L
RD #1, Box 109C
Klingerstown, PA 17941
Niece
6.219.68
7 Kehler, David H
1531 Creek Road
Pitman, PA 17964
Nephew
12,439.36
8 Tallman, Susan
74 Evangel Park Road
Tower City, PA 17980
Niece
12,439.36
9 Sims. Diane
1552 Creek Road
Pitman, PA 17964
Niece
12,439.35
10 Bohner, Ruth A
535 Ruby Road
Rising Sun Manor
Millersburg. PA 17061
Niece
6,231.11
11 Shafer, DODDa M
706 Concord Street
Pt. Walton Beach, PL 32548
Niece
42,024.86
12 Magnelli, JUDe S
4807 Wins ford Road
Harrisburg, PA 17109
13 Sipe, Karen L
5198 Locust LaDe
Harrisburg, PA 17109
14 Knode, Nancy L
6250 Bridle Court
Harrisburg, PA 17111
15 Thompson, Donald W
127 Pieldstone Drive
Carlisle, PA 17013
Niece
21,012.43
Niece
3,002.26
Niece
3,002.26
Nephew
3,001.59
Estate of: Houseal, Ellen H
Schedule J Part 1 -- Beneficiaries
Item
No. Name and Address of Person(s) receiving property
Relationship
Page 3
21-2002-1072
AIIlount or
Share of Bstate
16 ThompsoD, Steven W
11752 W. 27th Drive
Lakewood, CO 80215
17 Thompson, Brian W
390 Lakeside Drive
Levittown, PA 19054
18 Thompson, Leslie A
20 Pettis Street
Lake George, NY 12845
19 Thompson, William A
442 W. 22nd Street, Apt 3
New York, NY 10011
20 Witmer, Ruth L
1155 Mimosa LaDe
Marysvil1e, PA 17053
21 Heim, Harry
1084 Creek Road
Pitman, PA 17964
22 Weikel, James
1325 Wentworth Court
Greenwood, IN 46143
23 Weitzel. Kathryn
383 Main Road
Pitman, PA 17964
24 Heim, Leroy S
130 Fairview Road
Pitman, PA 17964
25 Reim, Alton
469 Ridge Road
Pitman, PA 17964
Nephew
Nephew
Niece
Nephew
Sister-In-Law
Half-Brother
Nephew
Half-Sister
Half-Brother
Half-Brother
3,001.58
3,001.58
3,001.58
3,001.58
210,124.31
37,385.32
4,154.07
37,385.32
37.385.32
37.385.31
Estate of. Houseal. Ellen H
Schedule J Part 1 -- Beneficiaries
Item
No. Name and Address of Person(s) receiving property
Relationship
26 Heisey. Barbara A
175 Chicahouk Trail
Southern Shores. NC 27949
Niece
27 Ranieri. Shirley
238 Cresent Drive
Hershey. PA 17033
Niece
28 Weikel. Dean'P.
1134 Dartmouth Road
Hummelstown. PA 17036
Nephew
29 Weikel. Donald L
7730 Baseshore Drive
Harrisburg. PA 17112
Nephew
30 Weikel. Kenneth P
373 N. Mechanic Street
Predericburg. PA 17026
Nephew
31 Heim. Roger A
2651 Ramson Drive
Harrisburg. PA 17104
Nephew
32 Weikel. Larry L
7 Sgrignoli Lane
Enola. PA 17025
Nephew
33 Weikel. Donna L
1522 Cambridge Court
Palmyra. PA 17078
Niece
34 Kepes, Lisa
316 10th Street
New Cumberland. PA 17070
Niece
35 Clark. Lori
118 N. 4th Street
Lemoyne. PA 17043
Niece
Page 4
21-2002-1072
Amount or
Share of Estate
4.153.40
4.153.40
4.154.08
4.154.08
4.154.07
6.231.11
4.154.07
4.154.07
2.077.04
2.077.03
Estate of: Houseal, Ellen H
page 5
21-2002-1072
Schedule J Part 1 -- Beneficiaries
Item
No. Name and Address of Person(s) receiving property
Relationship
llJIIount or
Share of Estate
36 Willier, Dale F
3 Mill Bill Road
Pitman, PA 17964
Neph_
18,692.66
37 Willier, Rick
502 Ridge Avenue
Pottsville, PA 17901
lIIephew
18,692.66
38 Heim, Richard D.
571 Church Street
Landisville, PA 17538
Neph_
6,230.44
39 Heim Jr., Harold P
PO Box 18
'reidensburg, PA 17933
lIIephew
6,230.44
40 Heim, Ronald
9 Earl Stoyer Drive
Schuylkill, PA 17972
Neph_
6,231.11
~
1::
LAW OFFICE
HN S. lAN~BECK. JR.
sum 200
. 5 S. PARKE STREET
=tOeEN. MAJMANo 21001
410-273~636
i.10-57s-.6767
XlPtEFt 410-272-7404
CODJ:CJ:L TO LAST WJ:LL AND TESTAMENT
I, ELLEN H. HOUSEAL, do hereby make, publish and declare
the following to be a Codicil to my Last Will and Testament
which lS dated September 23, ~996.
FIRST: I hereby cha~;e Paragraph FIFTH to read as
follows:
FIFTH: I hereby name, nominate, constitute and appoint
Barbara A. Hammaker as Personal Representative of. this my Last
Will and Testament and hereby direct that she shall act
without bond and shall have the power to sell or in any way
dispose of any and all of my Estate and sign such documents as
may be necessary in order to satisfy the terms of this my Last
Will and Testament. In the event Barbara A. Hammaker can not
act in this capacity for any reason, then and in that event I
name, nominate, constitute and appoint my attorney, John S.
Landbeck, Jr., or the SUCCeS$9r to his law firm, as Personal
Representative and direct tha~ they shall act without bond and
shall have the power to sell or in any way dispose of any and
,
all of my Estate in order to satisfy the te~s of this my Last
Will and Testament.
SECOND: I hereby reaffirm each and every other paragraph
in my Last Will and Testament which is dated September 23,
1996.
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Codicil to Last will and Testament
Ellen H. Houseal
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this dlf'..a:; day of ,~;r:- _0, --' , 1999,
c~ lfj, 1-4..,~u ~
ELLEN H. HOUSEAL
SIGNED, SEALED, PUBLISHED and DECLARED by ELLEN H. HOUSEAL,
the above named Testatrix as and for a Codicil to her Last
Will and Testament, which is dated September 23, -1996, in our
presence who at her request and in her presence and in the
presence of each other, all being present at the same time,
have hereunto subscribed our hands as witnesses the day and
year first written.
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Signature
c...,.....Js1A-"vc..... ,E. /3/11,'1""",-,
Print Name /
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Address
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Signature
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Print Name
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LAW OFACE
dN S. lANDBECJC. JR.
sum 200
5 S. PARICE S1'REET j
PEEN. MAlM.AND 21001 I
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"0-273--6636
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LAST WILL AND TESTAMENT
OF
ELLEN H. HOUSEAL
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I" ELLEN H. HOUSEAL, Social Security No. 172-01-3365,
being an adult of sound and disposing mind, memory and
understanding, do hereby ~ake, publish and declare this
instrument of writing as and for my Last Will and Testament,
hereby canceling, revoking and annulling any and all other
Wills, Testaments and Codicils by me at any time heretofore
made.
FIRST: I direct that all of my just debts and funeral
expenses be paid as promptly as may be practicable after my
death. I authorize my Personal Representative, hereinafter
named, to expend such sums as she in her sole discretion may
deem proper for my funeral and interment, including the
acquisition of any burial site and the erection and engraving
i
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of grave monuments and markers, regardless of any limitations
...
fixed by statute, rule of court, or otherwise.
SECOND:
, .
All the rest, res~due and remainder of my
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Estate, real, personal and mixed, wheresoever the same may be
situtate, whether my Estate therein be legal or equitable, and
whether I now own or shall hereafter acquire the same, and all
property, real, personal or mixed, which I shall have the
right to dispose of by Last Will and Testament, I give, devise
and bequeath unto my husband, CHARLES F. HOUSEAL.
~
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Last Will and Testament
of Ellen H. Ho~seal
SPECIAL BEQUEST
In the event my husband predeceases me I make the
following special bequest:
1. My dining room set, including table, chairs, hutches
and anything related to said set to my niece, BARBARA
HAMMAKER, if it is her desire to receive it.
THIRD - All the rest, residue and remainder of my Estate
shall be liquidated by my Personal Representative including my
personal property, real property and any other items and shall
be divided equally between the brothers and sisters of each
my husband and myself, with fifty percent (50%) of the Estate
going to the brothers and sisters of the husband and fifty
percent (50%) going to the brothers and sisters of the wife.
This will include in the case of the wife"half-brothers.
FOURTH: In the event any of the above mentioned
brothers, sisters or half-brothers shall predecease me or we
..
meet death in a common disaster, then and in that event, I
,
hereby give, devise, and bequeath that individual's share unto
any children through that individual in equal shares, per
stirpes, share and share alike, absolutely and forever. If
there are no children through that individual, then and in
that event that individual's share shall be divided between
the surviving individuals in equal shares, per stirpes, share
and share alike, absolutely and forever.
FIFTH: I name, nominate, constitute and appoint
my niece, BARBARA HEISEY, currently_of Williamsburg, Virginia,
'..
Last Will and Testament
of Ellen H. Houseal
Personal Representative of this my Last Will and Testament and
hereby direct that she shall act without bond and shall have
the power to sell or in any way dispose of any and all of my
Estate,and sign such documents as may be necessary in order to
satisfy the terms of this my Last Will and Testament. In the
event my niece, BARBARA HEISEY, can not act in that capacity,
then and in that event I name, nominate, constitute and .
appoint JOHN S. LANDBECK, JR., or his successor, as Personal
Representative of this my Last Will and Testament and hereby
direct that he shall act without bond and shall have the power
to sell or in any way dispose of any and all of my Estate and
sign such documents as may be necessary in order to satisfy
the terms of this my Last will and Testament.
IN WITNESS WHEREOF, I have hereunto set
my hand
17J"ft
and seal
to this my Last will and Testament, on this
~ ' 1996.
Eii-.u , writ-( mA.l.
E N H. HOUSEAL
day of
(SEAL)
,
SIGNED, SEALED, PUBLISHED and DECLARED by ELLEN H.
HOUSEAL, the above named Testatrix 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, all being present
" ..~
. Last will and Testament
of Ellen H. Houseal
at the same time, have hereunto subscribed our hands as
Witnesseth the day and year first written.
~.",'Z::-_ ~. f"... Ae-.~ LJ / y,;)~.,- ~ ft:
1/ Address
1(J 11. 11 / ~~A /11.,,;1,?! ~cf!O/
'fOJ~ 7(0 /~ ~
Address
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Memorandum
PNCBANK
To:
Judith M. Haftl 0\ ~
Rachelle Wells ~.F
Date:
11/29/2002
1-800-762-1775
From:
Tel:
Subject:
Date of Death Balances
RE: Estate ofElleii Houseal, Deceased
SSN: 172-01-3365
000: 11/20/2002
Please find the date of death balances you have requested listed below.
CHECKING ACCOUNT
#5000942674
Established 12/14/1999
ELLEN H HOUSEAL
000 Balance: $4,845.51 + $.39 accrued interest
Our office only provides date of death balances for !RAs, CDs, Checking and Savings
Accounts.
!
I
PNCBAIV<
ESTATE OF ELLEN H HOUSEAL DECEASED
(DIED 11/20/02)
LATE OF THE TOWNSHIP OF UPPER ALLEN
CUMBERLAND COUNTY PA
WILL NO 21-02-1072
INVENTORY
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
LINDA J LUNDBERG VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION
AGENT FOR THE EXECUTRIX OF THE ESTATE OF ELLEN H HOUSEAL DECEASED
HAVING BEEN DULY AFFIRMED ACCORDING TO LAW DID DEPOSE AND SAY THAT THE
ITEMS APPEARING IN THE FOLLOWING INVENTORY ARE PERSONAL ASSETS WHEREVER
SITUATE AND REAL ESTATE IF ANY IN THE COMMONWEALTH OF PENNSYLVANIA OF SAID
DECEDENT THAT THE VALUATION PLACED OPPOSITE EACH ITEM OF SAID INVENTORY
REPRESENTS ITS FAIR VALUE AS OF THE DATE OF THE DECEDENT'S DEATH AND
THAT THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF
PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS
INVENTORY
AFFIRMED AND SUBSCRIBED BEFORE ME
~7 ~
THIS ~_DAY OF 0~ :
TRSN01 110/021
NOTAi~IAL SEAL
DEN6SE C. SULI,.E!~~E~~E~t, ~a~~r PU~6c
HampdenT~~,~a., Cum'o'<rr,3~ s;;~h~;°z~~ - 1 -
My Cammissian Exp~~s iV~v. 7.2, 2u
ELLEN H HOUSEAL
PNC ADVISORS
BONDS
75 PAR USA SAVINGS BOND SERIES E
ISSUED 01/01/63 DUE 01/01/03
ul 852.4000
75 PAR USA SAVINGS BOND SERIES E
ISSUED 02/01/63 DUE 02/01/03
a 860.6800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/63 DUE 03/01/03
of 847.7200
75 PAR USA SAVINGS BOND SERIES E
ISSUED 04/01/63 DUE 04/01/03
a 847.6000
75 PAR USA SAVINGS BOND SERIES E
ISSUED 05/01/63 DUE 05/01/03
ul 847.6000
100 PAR USA SAVINGS BOND SERIES E
ISSUED 06/01/63 DUE 06/01/03
a 854.0800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 07/01/63 DUE 07/01/03
a1 854.0800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 08/01/63 DUE 08/01/03
a 862.4400
75 PAR USA SAVINGS BOND SERIES E
ISSUED 09/01/63 DUE 09/01/03
of 849.5600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 10/01/63 DUE 10/01/03
a 849.5600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/01/63 DUE 11/01/03
ul 849.5600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 12/01/63 DUE 12/01/03
ul 854.8400
75 PAR USA SAVINGS BOND SERIES E
ISSUED 01/01/64 DUE 01/01/04
51 854.8400
75 PAR USA SAVINGS BOND SERIES E
ISSUED 2/1/64 DUE 2/1/04
ul 863.0400
- 2 -
B PNCBANC
771661
639.30
645.51
635.79
635.70
635.70
854.08
640.56
646.83
637.17
637.17
637.17
641.13
641.13
647.28
TRSN02 f10/021
PNC ADVISORS
ELLEN H HOUSEAL
CONTINUED: BONDS
75 PAR USA SAVINGS BOND SERIES E
ISSUED 3/1/64 DUE 3/1/04
a 850.1600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 4/1/64 DUE 4/1/04
a 850.0800
100 PAR USA SAVINGS BOND SERIES E
ISSUED 05/01/64 DUE 05/01/04
a1 850.0800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 6/1/64 DUE 6/1/04
a 855.7200
75 PAR USA SAVINGS BOND SERIES E
ISSUED 7/1/64 DUE 7/1/04
a 855.7200
75 PAR USA SAVINGS BOND SERIES E
ISSUED 08/01/64 DUE 08/01/04
a 864.0800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 9/1/64 DUE 9/1/04
a 851.1200
75 PAR USA SAVINGS BOND SERIES E
10/1/64 DUE 10/1/04
a 851.1200
75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/1/64 DUE 11/1/04
a 851.1200
75 PAR USA SAVINGS BOND SERIES E
ISSUED 12/01/64 DUE 12/01/04
a 856.6000
75 PAR USA SAVINGS BOND SERIES E
ISSUED 1/1/65 DUE 1/1/05
ul 856.6000
75 PAR USA SAVINGS BOND SERIES E
ISSUED 2/1/65 DUE 2/1/05
a 785.7200
75 PAR USA SYaVINGS BOND SERIES E
ISSUED 03/01/65 DUE 03/01/05
a 766.5600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 4/1/65 DUE 4/1/05
a 766.4800
PNCBAIV<
771661
637.62
637.56
850.08
641.79
641.79
648.06
638.34
638.34
638.34
642.45
642.45
589.29
574.92
574.86
TRSN02 f 10/021
- 3 -
PNC ADVISORS ~ PNCBAIV<
ELLEN H HOUSEAL
771661
CONTINUED: BONDS
75 PAR USA SAVINGS BOND SERIES E
ISSUED 5/1/65 DUE 5/1/05
01 766.4800
574.86
75 PAR USA SAVINGS BOND SERIES E
ISSUED 6/1/65 DUE 6/1/05
of 681.9600
511.47
75 PAR USA SAVINGS BOND SERIES E
ISSUED 07/01/65 DUE 07/01/05
a 681.9600
511.47
100 PAR USA SAVINGS BOND SERIES E
ISSUED 8/1/65 DUE 8/1/05
ul 673.7600
673.76
75 PAR USA SAVINGS BOND SERIES E
ISSUED 9/1/65 DUE 9/1/05
a 663.9200
497.94
75 PAR USA SAVINGS BOND SERIES E
ISSUED 10/01/65 DUE 10/01/05
a 663.9200
497.94
75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/1/65 DUE 11/1/05
nl 663.9200
497.94
8,500 PAR USA SAVINGS BONDS SERIES HH
DATED 8/1/00 DUE 8/1/20
bl 100.0000
8,500.00
3,500 PAR USA SAVINGS BONDS SERIES HH
DATED 9/1/00 DUE 9/1/20
0"1 100.0000
3,500.00
50,000 PAR USA TREASURY NOTES
6.25% DUE 02/15/03
a 101.1875
INTEREST FROM 8/15/02 TO 11/20/02 50,593.75
823.71
50,000 PAR USA TREASURY NOTES
6.50% DUE 8/15/05
a 111.0625
INTEREST FROM 8/15/02 TO 11/20/02 55,531.25
856.66
50,000 PAR USA TREASURY NOTES
6% DUE 8/15/04
a1 107.0625
INTEREST FROM 8/15/02 TO 11/20/02 53,531.25
790.76
COMMON STOCKS
181 SHS WACHOVIA CORP 2ND NEW COMMON
a 35.2300
6,376.63
TRSN02110/02)
- 4 -
PNC ADVISORS
ELLEN H HOUSEAL
FUNDS
83.606 UTS BERGER FDS SMALL CAP VALUE FD INV
CL FD #120
a 23.3200
1,256.424 UTS BLACKROCK FUNDS INDEX EQUITY
PORTFOLIO FUND 45
INSTITUTIONAL CLASS
a 17.6400
10,945.272 UTS BLACKROCK FUNDS LOW DURATION BOND
PORTFOLIO FUND 87
INSTITUTIONAL CLASS
a 10.2200
INCOME TO 11/20/02
11,640.763 UTS BLACKROCK FUNDS MANAGED INCOME
PORTFOLIO FUND 13
INSTITUTIONAL CLASS
a 10.7400
INCOME TO 11/20/02
10,652.873 UTS BLACKROCK FUNDS PA TAX FREE INCOME
PORTFOLIO FUND 39
INSTITUTIONAL CLASS
a 10.8700
INCOME TO 11/20/02
79.051 UTS CALAMOS GROWTH FUND CLASS A FD #606
a 32.8000
2,506.266 UTS FIDELITY ADVISOR SER I DIVIDEND
GROWTH FD INSTL CL FUND #0717
a 9.7700
27.964 UTS MANAGERS FDS SPL EQUITY FD FD #153
a 56.1100
10,648.596 UTS SCUDDER SHORT TERM MUNICIPAL
BD INVESTMENT FUND
a 10.3200
160.942 UTS ROWE T PRICE VALUE FD INC FUND #107
a 15.8400
CASH
PNC BANK NATIONAL ASSOCIATION
AGENT UNDER THE INVESTMENT
MANAGEMENT AGREEMENT OF ELLEN H
HOUSEAL DATED 12/14/99
DATE OF DEATH BALANCE 5,703.97
INCOME TO 11/20/02 34.97
PNCBANC
771661
1,949.69
22,163.32
111,860.68
215.54
125,021.79
361.64
115,796.73
372.16
2,592.87
24,486.22
1,569.06
109,893.51
2,549.32
5,738.94
TRSN02 (10/021
- 5 -
PNC ADVISORS ~ PNCBANC
ELLEN H HOUSEAL
771661
CONTINUED: CASH
PNC BANK NATIONAL ASSOCIATION
CHECKING ACCOUNT #5000942674
DATE OF DEATH BALANCE 4,845.51
INTEREST TO 11/20/02
39
. 4,845.90
VERIZON
REFUND RE CANCELLATION OF
TELEPHONE SERVICE
7 88
PA BLUE SHIELD
HEALTH BENEFITS
73.50
METROPOLITAN LIFE INSURANCE CO
DEATH BENEFIT POLICY #22429064A
PROCEEDS
4,590.81
AT & T
REFUND RE CANCELLATION OF SERVICE
2 93
METROPOLITAN LIFE INSURANCE CO
POLICY #22429064A
POST MORTEM DIVIDEND
47.24
PENNA DEPARTMENT OF REVENUE
REFUND 2002 INDIVIDUAL INCOME TAX
15.00
INTERNAL REVENUE SERVICE
REFUND 2002 INDIVIDUAL INCOME TAX
844.00
TOTAL INVENTORY
737,438.53
L _ 7RSN02 f10/OZ/
PN CA~v~soRs
PO Box 308
Camp Hill Pa 17001-0308
(717) 730-2265
August 5, 2003
Register Of Wills
Cumberland County Courthouse
South Hanover St
Carlisle, PA 17013
Re: Ellen H. Houseal Estate
Date of Death 11 /20/02
File #: 21-02-1072
Dear Register Of Wills:
-~
On behalf of the Corporate Agent for the Executor of the above-referenced Estate, I
enclose a check in the amount of $14,373.43 balance due on account of Pennsylvania
Inheritance Tax along with two original completed copies of the tax return.
have also enclosed the final inventory along with a check in the amount of $40.00 for filing
fees.
Please send us the usual customary receipt at your earliest convenience.
Thank you for your assistance.
Sincerely,
,,
Linda J. Lundberg
Estate Administrator
Assistant Vice President
Enclosures:
LJUjmh
A member of The PNC Financial Services Group
4242 Carlisle Pike Camp Hill Pennsylvania 17011
PNC ADVISERS
ELLEN H HOUSEAt, n~r~eccn
DATE TRAN
CODE ~
~ e
N ~
~ '
OFFICE
'ENTRY
ACCOUNT
ITEM ~
o ~
0
AMOUNT
s K N NUMRER 0
E 0
E
07300
,-. . 15803E' 27 4
-__~~=.~z: a.+~a vrv rH 1lVtlr.HiTANCE TAX
~l-Q~_ ~~ ~ a-
REGISTER OF kITLLS AGENT ~~
CUMBERLAND COUNTY COURT HOUSE
S HANOVER ST
CARLISLE PA 17013
P
426731
FORM432-1002
COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002872
PNC BANK
C/O LINDA LUNDBERG V PRESIDENT
PO BOX 308
CAMP HILL, PA 1701 1
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
-_________ ______
ESTATE INFORMATION: SSN: 172-0~-3365
FILE NUMBER: 2102-1072
DECEDENT NAME: HOUSEAL ELLEN H
DATE OF PAYMENT: 08/06/2003
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 1 1 /20/2002
101 ~ $14,373.43
TOTAL AMOUNT PAID:
REMARKS: PNC BANK C/O LINDA LUNDBERG
ASST.VICE PRESIDENT
CHECK# 426731
SEAL
INITIALS: SK
RECEIVED BY: DONNA M- nTTn
REGISTER OF WILLS
S 14, 373.43
DEPUTY REGISTER OF WILLS
/'rJ- /~ '`~- ~'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
LINDA LUNDBERG
PNC BANK NA
PO BOX 308
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 IX I1FP (01 -03)
DATE 09-22-2003
ESTATE OF HOUSEAL ELLEN H
DATE OF DEATH 11-20-2002
•- FILE NUMBER 21 02-1072
.....
COUNTY CUMBERLAND
ACN 101
Amount Remitted
PA 1700'1
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 CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOUSEAL ELLEN H FILE N0. 21 02-1072 ACN 101 DATE 09-22-2003
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
KtJEKYAIiON 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) 727, 011.27 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 5, 789.21 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 732, 800 .48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48,203.25
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12. 199.4 5
11. Total Deductions (11) 60.40?.70
12. Net Value of Tax Return (12) 672,397.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14)
672,397.78
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 149,541.27 x 12 _ 17,944.95
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 522,856.51 X 15 _ 78,428.48
19. Principal Tax Due (19)= 96,373.43
TAX CREDTTS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-13-2003 CD002165 4,100.00 77,900.00
08-06-2003 CD002872 .00 14,373.43
TOTAL TAX CREDIT 96,373.43
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 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1962 -- 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: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act. Act 23 of 2000. (72 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" (REV-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).
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 ob]ect within sixty C60) 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 to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 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 C5Y.) discount of
the tax Paid is allowed.
PENALTY: The 15Y. 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 C9) 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 (6Y.) 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 7Y. .000192
1983 16Y. .000438 1988-1991 11% .000301 2000 8Y. .000219
1984 11% .000301 1992 9Y. .000247 2001 9Y. .000247
1985 13% .000356 1993-1994 7Y. .000192 2002 6Y. .000164
1986 10Y. .000274 1995-1998 9Y. .000247 2003 5Y. .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen I15) 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.
IN RE: : IN THE COURT OF COMMON PLEAS
OF YORK COUNTY
ORPHAN'S COURT DIVISION
THE ESTATE OF ELLEN H. HOUSEAL :
F,STATE NO. 21-02-1072
NOTICE
THE FIRST AND FINAL ACCOUNT FOR THE ESTATE OF ELLEN H. HOUSEAL
FILED WITH THE CUMBERLAND COUNTY ORPHAN'S COURT ON DECEMBER 9,
2003. THE ACCOUNT WILL BE PRESENTED TO THE ORPHAN' S COURT FOR AUDIT
ON JANUARY 13, 2004 AT 9:00 AM IN THE CLERK OF THE ORPHAN'S COURT,
CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQUARE, CARLISLE, PA
17013.
ANY OBJECTIONS TO THIS ACCOUNTING MUST BE MADE BY JANUARY 13,
2004 AT 9:00 A.M. AND SHALL BE FILED WITH THE CLERK OF THE ORPHAN'S
COURT, CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQUARE,
CARLISLE, PENNSYLVANIA 17013.
1 t ~ Y
PNCBAIV<
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA
ORPHANS' COURT DIVISION
N0.
ESTATE OF ELLEN H HOUSEAL DECEASED
LATE OF THE TOWNSHIP OF UPPER ALLEN
FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAL ASSOCIATION
AGENT FOR THE EXECUTRIX
BARBARA A HArIINAKgR
AND PROPOSED SCHEDULE OF DISTRIBUTION
DATE OF DEATH NOVEMBER 20 2002 WILL N0. 21-02-1072
LETTERS GRANTED NOVEMBER 26 2002
FIRST COMPLETE ADVERTISEMENT OF
GRANT OF LETTERS JANUARY 10 2003
ACCOUNTING NOVEMBER 26 2002 TO NOVEMBER 24 2003
PURPOSE OF ACCOUNT: THE AGENT FOR THE EXECUTRIX OFFERS THIS
ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS
THAT HAVE OCCURRED DURING ITS ADMINISTRATION OF THE ESTATE.
IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED. REQUESTS
FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE
DISCUSSED WITH:
PNC BANK, NATIONAL ASSOCIATION
C/0 LINDA J LUNDBERG
ASISTANT VICE PRESIDENT
P 0 BOX 308
CAMP HILL, PA 17001-0308
TELEPHONE (717) 730-2265
DAVID W REAGER ESQUIRE
REAGER & ADLER PC
2331 MARKET STREET
CAMP HILL, PA 17011
TELEPHONE (717) 763-1383
,., ,.~
_~~~' `7
~.
- 1 -
TRSN01 f10/021
~ ,
e t
PNCBAIV<
ELLEN H HOUSEAL
PRINCIPAL
RECEIPTS
NET GAIN/LOSS ON CONVERSIONS
ADJUSTED BALANCE
LESS DISBURSEMENTS
DEBTS OF DECEDENT
FUNERAL EXPENSES
ADMINISTRATIVE EXPENSES
FEDERAL AND STATE'TAXES
FEES AND COMMISSIONS
FAMILY EXEMPTION
TOTAL PRINCIPAL DISBURSEMENTS
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES
PRINCIPAL BALANCE ON HAND
INVESTMENTS MADE
CHANGES IN INVESTMENT HOLDINGS
INCOME
RECEIPTS
LESS DISBURSEMENTS
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES
INCOME BALANCE ON HAND
COMBINED BALANCES REMAINING
771661
SUMMARY AND INDEX
PAGES
3 - 3
4 - 9-
10 - 10
10 - 11
11 - 11
11 - 11
10 - 11
12 - 12
13 - 17
18 - 18
19 - 19
- 2 -
737,438.53
3,648.71-
733,789.82
12,199.45-
.00
1,441.25-
106,339.43-
47,750.00-
.DO
167,730.13-
566,059.69
.00
566,059.69
12,567.33
852.81-
11,714.52
.00
11,714.52
577,774.21
TRSNOI (10/021
e t
ELLEN H HOUSEAL
PNC ADVISORS
RECEIPTS OF PRINCIPAL
INVENTORY FILED ON 8/06/03
PER COPY ATTACHED
TOTAL PRINCIPAL RECEIPTS
PNCBAI~K
771661
737,438.53
737,438.53
- 3 -
TgSN02 f 10/02)
ELLEN H HOUSEAL
12/11/02
12/11/02
12/11/02
12/11/02
12/11/02
12/11/02
12/11/02
12/11/02
PNC ADVISORS
e 1
PNCBAI~K
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS
CAIN
83.606 UTS BERGER FDS SMALL CAP VALUE FD INV
CL FD #120
PROCEEDS: 2,014.90
ACQUISITION VALUE: 1,949.69
1,256.424 UTS BLACKRDCK FUNDS INDEX EQUITY
PORTFOLIO FUND 45
INSTITUTIONAL CLASS
PROCEEDS: 21,949.73
ACQUISITION VALUE: 22.163.32
10,945.272 UTS BLACKRDCK FUNDS LOW DURATION BOND
PORTFOLIO FUND 87
INSTITUTIONAL CLASS
PROCEEDS: 111,860.68
ACQUISITION VALUE: 111.860.68
11,640.763 UTS BLACKRDCK FUNDS MANAGED INCOME
PORTFOLIO FUND 13
INSTITUTIONAL CLASS
PROCEEDS: 124,788.98
ACQUISITION VALUE: 125.021.79
10,652.873 UTS BLACKRDCK FUNDS PA TAX FREE INCOME
PORTFOLIO FUND 39
INSTITUTIONAL CLASS
ACQUISITIONOVALUE: 115,796.73
79.051 UTS CALAMOS GROWTH FUND CLASS A FD #606
PROCEEDS: 2,570.74
ACQUISITION VALUE: 2.592.87
2,506.266 UTS FIDELITY ADVISOR SER I DIVIDEND
GROWTH FD INSTL CL FUND #0717
PROCEEDS: 24,436.09
ACQUISITION VALUE: _24.486.22
27.964 UTS MANAGERS FDS SPL EQUITY FD FD #153
PROCEEDS: 1,582.76
ACQUISITION VALUE: 1.569.06
- 4 -
65.21
771661
LOSS
213.59-
00
232.81-
319.59-
22.13-
50.13-
13.70
TRSN02110/021
I l I 1
PNC ADVISORS ~ PNCBAIV<
ELLEN H HOUSEAL
. GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS 771661
12/11/02
10,648.596 UTS SCUDDER SHORT TERM MUNICIPAL
BD INVESTMENT FUND GAIN LOSS
PROCEEDS: 109,893.51
ACQUISITION VALUE: 109.893.51
.00
12/11/02 160.942 UTS ROWE T PRICE VALUE FD INC FUND # 107
PROCEEDS: 2,575.07
ACQUISITION VALUE: 2.549.32
25.75
12/13/02 181 SHS WACHOVIA CORP 2ND NEW COMMON
PROCEEDS: 6,387.29
ACQUISITION VALUE: _ 6,376.63
10.66
1/22/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 01/01/63 DUE 01/01/03
PROCEEDS: 639.30
ACQUISITION VALUE: 639.30
.00
2/04/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 02/01/63 DUE 02/01/03
PROCEEDS: 645.51
ACQUISITION VALUE: 645.51
.00
2/18/03 50,000 PAR USA TREASURY NOTES
6.25% DUE 02/15/03
/05/03 PROCEEDS: 50,000.00
ACQUISITION VALUE: 50,593.75
75 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/63 DUE 03/01/03
593.75-
PROCEEDS: 635.79
ACQUISITION VALUE: 635.79
.00
4/02/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 04/01/63 DUE 04/01/03
PROCEEDS: 635.70
ACQUISITION VALUE: 635.70
.00
5/06/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 05/01/63 DUE 05/01/03
PROCEEDS: 635.70
ACQUISITION VALUE: 635.70
.DO
- 5 - TRSNOZ (10/021
1
PNC ADVISORS ~ PNCBAIV<
ELLEN H HOUSEAL
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS
GAIN
771661
LOSS
6/18/03 100 PAR USA SAVINGS BOND SERIES E
ISSUED 06/01/63 DUE 06/01/03
PROCEEDS: 854.08
ACQUISITION VALUE: 854.08
7/08/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 07/01/63 DUE 07/01/03
PROCEEDS: 640.56
ACQUISITION VALUE: 640.56
8/25/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 08/01/63 DUE 08/01/03
PROCEEDS: 646.83
ACQUISITION VALUE:- 646.83
9/05/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 09/01/63 DUE 09/01/03
PROCEEDS: 637.17
ACQUISITION VALUE: 637.17
9/26/03 50,000 PAR USA TREASURY NOT ES
6.50% DUE 8/15/0 5
PROCEEDS: 54,589.84
ACQUISITION VALUE: 55.531.25
9/26/03 50,000 PAR USA TREASURY NOTES
6% DUE 8/15/04
PROCEEDS: 52,140.63
ACQUISITION VALUE: 53.531.25
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 10/01/63 DUE 10/01/03
PROCEEDS: 637.17
ACQUISITION VALUE: 637.17
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/01/63 DUE 11/01/03
PROCEEDS: 637.17
ACQUISITION VALUE: 637.17
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 12/01/63 D UE 12/01/03
PROCEEDS: 641
13
ACQUISITION VALUE: .
641.13
.00
.00
.00
00
00
.DO
.00
941.41-
1,390.62-
TRSN02 (10/02)
- 6 -
! ~
PNC ADVISORS
~ f
PNCBAIV<
ELLEN H HOUSEAL
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS
GAIN
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 01/01/64 DUE 01/01/04
PROCEEDS: 641.13
ACQUISITION VALUE: 641.13 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 02/01/64 DUE 02/01/04
PROCEEDS: 647.28
ACQUISITION VALUE: 647.28 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/64 DUE 03/01/04
PROCEEDS: 637.62
ACQUISITION VALUE: 637.62 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 04/01/64 DUE 04/01/04
PROCEEDS: 637.56
ACQUISITION VALUE: 637.56 .00
10/09/03 100 PAR USA SAVINGS BOND SERIES E
ISSUED 05/01/64 DUE 05/01/04
PROCEEDS: 850.08
ACQUISITIDN VALUE: 850.08 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 06/01/64 DUE 06/01/04
PROCEEDS: 641.79
ACQUISITION VALUE: 641.79 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 07/01/64 DUE 07/01/04
PROCEEDS: 641.79
ACQUISITION VALUE: 641.79 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 08/01/64 DUE 08/01/04
PROCEEDS: 648.06
ACQUISITION VALUE: 648.06 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 09/01/64 DUE 09/01/04
PROCEEDS: 638.34
ACQUISITION VALUE: 638.34 .00
771661
LOSS
TRS N 02 (10/02)
- 7 _
PNC ADVISORS
PNCBAIV<
ELLEN H HOUSEAL '
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS
GAIN
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 10/01/64 DUE 10/01/04
PROCEEDS: 638.34
ACQUISITION VALUE: 638.34 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/01/64 DUE 11/01/04
PROCEEDS: 638.34
ACQUISITION VALUE: 638.34 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 12/01/64 DUE 12/01/04
PROCEEDS: 642.45
ACQUISITION VALUE: 642.45 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 01/01/65 DUE 01/01/05
PROCEEDS: 642.45
ACQUISITION VALUE: 642.45 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 02/1/65 DUE 02/1/05
PROCEEDS: 589.29
ACQUISITION VALUE: 589.29 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/65 DUE 03/01/05
PROCEEDS: 574.92
ACQUISITION VALUE: 574.92 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 04/01/65 DUE 04/01/05
PROCEEDS: 574.86
ACQUISITION VALUE: 574.86 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 05/01/65 DUE 05/01/05
PROCEEDS: 574.86
ACQUISITION VALUE: 574.86 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 06/01/65 DUE 06/01/05
PROCEEDS: 511.47
ACQUISITION VALUE: 511.47 .00
771661
LOSS
TRSN02 (10/02)
8
PNC ADVISORS
.
PNCBAIV<
ELLEN H HOUSEAL
GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS 771661
' GAIN LOSS
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 07/01/65 DUE 07/01/05
PROCEEDS: 511.47
ACQUISITION VALUE: 511.47 .00
10/09/03 100 PAR USA SAVINGS BOND SERIES E
ISSUED 08/01/65 DUE 08/01/05
PROCEEDS: 673.76
ACQUISITION VALUE: 673.76 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 09/01/65 DUE 09/01/05
PROCEEDS: 497.94
ACQUISITION VALUE: 497.94 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 10/01/65 DUE 10/01/05
PROCEEDS: 497.94
ACQUISITION VALUE: 497.94 .00
10/09/03 75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/01/65 DUE 11/01/05
PROCEEDS: 497.94
ACQUISITIDN VALUE: 497.94 .00
10/15/03 8,500 PAR USA SAVINGS BONDS SERIES HH
DATED 8/1/00 DUE 8/1/20
PROCEEDS: 8,500.00
ACQUISITION VALUE: 8.500.00 .00
10/15/03 3,500 PAR USA SAVINGS BONDS SERIES HH
DATED 9/1/00 DUE 9/1/20
PROCEEDS: 3,500.00
ACQUISITION VALUE: 3.500.00 .00
TOTAL GAINS AND LOSSES 115.32 3
764
03-
LESS GAIN
NET LOSS ,
.
115.32
3,648.71-
TRSN02 (/0/021
- 9 -
PNC ADVISORS
ELLEN H HOUSEAL
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
11/22/02 PNC BANK NATIONAL ASSOCIATION
TRUSTEES COMPENSATION
12/17/02 CRUMAY PARNES ASSOCIATES INC
MEDICAL SERVICES
12/17/02 MESSIAH VILLAGE
NURSING HOME CARE
12/17/02 INTERNISTS OF CENTRAL PA
MEDICAL SERVICES
12/18/02 PNC BANK NATIONAL ASSOCIAITON
CHECKING ACCOUNT #5000942674
CHECK ISSUED PRIOR TO DEATH
HONORED SUBSEQUENT THERETO
1/03/03 QUANTUM IMAGING & THERAPEUTIC
ASSOCIATES
MEDICAL SERVICES
1/23/03 INTERNIST OF CENTRAL PA
MEDICAL SERVICES
2/06/03 QUANTUM IMAGING 8 THERAPEUTIC
ASSOCIATES
MEDICAL SERVICES
4/14/03 WEST SHORE ANESTHESIA
MEDICAL SERVICES
5/07/03 MOBILE X-RAY IMAGING INC
MEDICAL SERVICES
11/24/03 BARBARA A HAMMAKER
ATTORNEY IN FACT FEE
TOTAL DEBTS OF DECEDENT
ADMINISTRATIVE EXPENSES
12/10/02 BARBARA A HAMMAKER
REIMBURSEMENT FOR PROBATE COSTS
1/15/03 REAGER & ADLER PC
REIMBURSEMENT FOR LEGAL ADVERTISING
2/24/03 REAGER 8 ADLER PC
REIMBURSEMENT FOR LEGAL ADVERTISING
B PNCBAN~
771661
539.51-
8.67-
72.25-
98.14-
9.84-
4.25-
15.00-
372.00-
16.79-
251.00-
10,812.00-
12,199.45-
253.50-
75.00-
74.75-
TRSN02 (10/02)
- 10 -
PNC ADVISORS
ELLEN H HOUSEAL
DISBURSEMENTS OF PRINCIPAL
7/30/03 REGISTER OF WILLS
FILING FEE RE
PENNA INHERITANCE TAX RETURN 15.00
INVENTORY 25.00
8/11/03 REGISTER OF WILLS
ADDITIONAL PROBATE FEE
9/25/03 REGISTER OF WILLS
SHORT CERTIFICATE
11/24/03 RESERVE FOR FILING FIRST AND FINAL
ACCOUNT MAILING ETC
TOTAL ADMINISTRATIVE EXPENSES
FEDERAL AND STATE TAXES
2/13/03 REGISTER OF WILLS
PENNA INHERITANCE TAX 82,000.00
LESS 5% DISCOUNT 4,100.00
7/30/03 REGISTER OF WILLS
BALANCE PENNA INHERITANCE TAX
11/24/03 PNC BANK, NATIONAL ASSOCIATION
RESERVE FOR FIDUCIARY INCOME TAXES
TOTAL FEDERAL AND STATE TAXES
FEES AND COMMISSIONS
11/24/03 REAGER 8 ADLER PC
COUNSEL FEE
ON ACCOUNT
01/15/03 188.00
02/24/03 364.00
03/18/03 598.00
05/12/03 16
00
.
08/18/03 48
00
.
BALANCE 2,286.00
11/24/03 BARBARA A HAMMAKER
EXECUTORS COMPENSATION
11/24/03 PNC BANK, NATIONAL ASSOCIATION
AGENTS COMPENSATION
TOTAL FEES AND COMMISSIONS
TOTAL PRINCIPAL DISBURSEMENTS
(~ PNCBAIV<
771661
40.00-
245.00-
3.00-
750.00-
1,441.25-
77,900.00-
14,373.43-
14,066.00-
106,339.43-
3,500.00-
14,750.00-
29,500.00-
47,750.00-
167,730.13-
- 11 - TRSN 02110/U21
PNC ADVISORS ~ PNCBAIV~
ELLEN H HOUSEAL
PRINCIPAL BALANCE ON HAND 771661
VALUE ACQUISITION
11/24/03 VALUE
INVESTED CASH 566,059.69 566,059.69
TOTAL PRINCIPAL 566,059.69 566,059.69
TRSN02110/02l
12 -
PNC ADVISORS B PNCBAIV<
ELLEN H HOUSEAL
RECEIPTS OF INCOME 771661
INTEREST
12/18/02 PNC BANK NATIONAL ASSOCIATION
CHECKING ACCOUNT #5000942674
CLOSING INTEREST
73
2/10/03 METROPOLITAN LIFE INSURANCE CO
POLICY #22429064A
INTEREST ON DEATH CLAIM •- 24.03
USA SAVINGS BOND SERIES E
ISSUED 01/01/63 DUE 01/01/03
1/22/03 6.36
USA SAVINGS BOND SERIES E 6.36
ISSUED 02/01/63 DUE 02/01/03
2/04/03 6.42
USA SAVINGS BOND SERIES E 6.42
ISSUED 03/01/63 DUE 03/01/03
3/05/03 19.17
USA SAVINGS BOND SERIES E 19.17
ISSUED 04/01/63 DUE 04/01/03
4/02/03 19.17
USA SAVINGS BOND SERIES E 19.17
ISSUED 05/01/63 DUE 05/01/03
5/06/03 19.17
USA SAVINGS BOND SERIES E 19.17
ISSUED 06/01/63 DUE 06/01/03
6/18/03 25.72
USA SAVINGS BOND SERIES E 25'72
ISSUED 07/01/63 DUE 07/01/03
7/08/03 19.29
USA SAVINGS BOND SERIES E 19.29
ISSUED 08/01/63 DUE 08/01/03
8/25/03 19.50
USA SAVINGS BOND SERIES E 19.50
ISSUED 09/01/63 DUE 09/01/03
9/05/03 32.34
USA SAVINGS BOND SERIES E 32.34
ISSUED 10/01/63 DUE 10/01/03
10/09/03 32.34
USA SAVINGS BOND SERIES E 32.34
ISSUED 11/01/63 DUE 11/01/03
10/09/03 25.74
USA SAVINGS BOND SERIES E 25.74
ISSUED 12/01/63 DUE 12/01/03
10/09/03 25.89
25.89
- 13 - TRSN02 (t0/021
ELLEN H HOUSEAL
PNC ADVISORS
RECEIPTS OF INCOME
USA SAVINGS BOND SERIES E ,
ISSUED 01/01/64 DUE 01/01/04
10/09/03 25.89
USA SAVINGS BOND SERIES E
ISSUED 02/01/64 DUE 02/01/04
10/09/03 12.93
USA SAVINGS BOND SERIES E
ISSUED 03/01/64 DUE 03/01/04
10/09/03 25.74
USA SAVINGS BOND SERIES E
ISSUED 04/01/64 DUE 04/01/04
10/09/03 25.74
USA SAVINGS BOND SERIES E
ISSUED 05/01/64 DUE 05/01/04
10/09/03 34.32
USA SAVINGS BOND SERIES E
ISSUED 06/01/64 DUE 06/01/04
10/09/03 25.95
USA SAVINGS BOND SERIES E
ISSUED 07/01/64 DUE 07/01/04
10/09/03 25.95
USA SAVINGS BOND SERIES E
ISSUED 08/01/64 DUE 08/01/04
10/09/03 12.96
USA SAVINGS BOND SERIES E
ISSUED 09/01/64 DUE 09/D1/04
10/09/03 25.80
USA SAVINGS BOND SERIES E
ISSUED 10/01/64 DUE 10/01/04
10/09/03 25.80
USA SAVINGS BOND SERIES E
ISSUED 11/01/64 DUE 11/01/04
10/09/03 25.80
USA SAVINGS BOND SERIES E
ISSUED 01/01/65 DUE 01/01/05
10/09/03 25.95
USA SAVINGS BOND SERIES E
ISSUED 02/1/65 DUE 02/1/05
10/09/03 11.79
USA SAVINGS BOND SERIES E
ISSUED 03/01/65 DUE 03/01/05
10/09/03 .29.10
- 14 -
PNCBAIV<
25.89
12.93
25.74
25.74
34.32
25.95
25.95
12.96
25.80
25.80
25.80
25.95
11.79
29.10
TR'S N 02 (10/02)
771661
PNC ADVISORS
PNCBAI~K
ELLEN H HOUSEAL
RECEIPTS OF INCOME 771661
USA SAVINGS BOND SERIES E
ISSUED 04/01/65 DUE 04/01/05
10/09/03 29.10
USA SAVINGS BOND SERIES E
ISSUED 05/01/65 DUE 05/01/05
10/09/03 29.10
USA SAVINGS BOND SERIES E
ISSUED 06/01/65 DUE 06/01/05
10/09/03 18.30
USA SAVINGS BOND SERIES E
ISSUED 07/01/65 DUE 07/01/05
10/09/03 18.30
USA SAVINGS BOND SERIES E
ISSUED 08/01/65 DUE 08/01/05
10/09/03 10.40
USA SAVINGS BOND SERIES E
ISSUED 09/01/65 DUE 09/01/05
10/09/03 17.82
USA SAVINGS BOND SERIES E
ISSUED 10/01/65 DUE 10/01/05
10/09/03 17.82
USA SAVINGS BOND SERIES E
ISSUED 11/01/65 DUE 11/01/05
10/09/03 17.82
USA SAVINGS BONDS SERIES HH
DATED 8/1/00 DUE 8/1/20
3/10/03 170.00
8/01/03 170.00
USA SAVINGS BONDS SERIES HH
DATED 9/1/00 DUE 9/1/20
3/10/03 70.00
9/02/03 70.00
USA TREASURY NOTES
6.25% DUE 02/15/03
2/19/03 738.79
USA TREASURY NOTES
6.50% DUE 8/15/05
2/19/03 768.34
8/15/03 1,625.00
9/26/03 370.92
USA TREASURY NOTES
6% DUE 8/15/04
2/19/03 709.24
8/15/03 1,500.00
9/26/03 342.39
- 15 -
29.10
29.10
18.30
18.30
10.40
17.82
17.82
17.82
340.00
140.00
738.79
2,764.26
2,551.63
rn s ru oz ~ i oioz~
ELLEN H HOUSEAL
PNC ADVISORS
RECEIPTS OF INCOME
DIVIDEND
WACHOVIA CORP 2ND NEW COMMON
12/30/02 47.06
OTHER INCOME
BLACKROCK FUNDS LOW DURATION BOND
PORTFOLIO FUND 87
INSTITUTIONAL CLASS
12/03/02 107.77
1/02/03 73.01
1/03/03 31.64
BLACKROCK FUNDS MANAGED INCOME
PORTFOLIO FUND 13
INSTITUTIONAL CLASS
12/03/02 180.82
1/02/03 278.63
1/.03/03 97.69
BLACKROCK FUNDS PA TAX FREE INCOME
PORTFOLIO FUND 39
INSTITUTIONAL CLASS
12/03/02 186.08
1/02/03• 98.99
1/03/03 42.89
SCUDDER SHORT TERM MUNICIPA L
BD INVESTMENT FUND
12/03/02 112.83
12/12/02 96.84
USA SAVINGS BOND SERIES E
ISSUED 12/01/64 DUE 12/01/04
10/09/03 25.45
BLACKROCK US TREASURY MM
INSTITUTIONAL CLASS FD #02
1/02/03 .52
1/02/03 293.27
2/03/03 1.26
2/03/03 428.85
3/03/03 2.05
3/03/03 363.62
4/01/03 3.44
4/01/03 395.93
5/02/03 3.51
5/02/03 375.06
6/02/03 3.90
6/02/03 389.27
7/01/03 3,g8
7/01/03 359.87
8/01/03 3.82
8/01/03 329.06
9/02/03 4.46
9/02/03 284.24
- 16 -
PNCBAIV<
771661
47.06
212.42
557.14
327.96
209.67
25.95
TRS N02 (10/021
PNC ADVISORS ~ PNCBAIVC
ELLEN H HOUSEAL
RECEIPTS OF INCOME 771661
CONTINUED: BLACKROCK US TREASURY MM
10/01/03 5.26
10/01/03 269.35
11/03/03 6.07
11/03/03 339.44
BLACKROCK MONEY MARKET 3,866.13
INSTITUTIONAL CLASS FD #O1
12/03/02 17.48
1/03/03 .59
TOTAL INCOME 18.07
12,567.33
T RS N 02 (10/021
- 17 -
ELLEN H HOUSEAL
PNC ADVISORS
B PNCBAN<
DISBURSEMENTS OF INCOME 771661
PNC BANK NATIONAL ASSOCIATION
INCOME COMPENSATION
1/10/03 50.52-
2/10/03 28.02-
3/10/03 318.74-
4/10/03 25.11-
5/09/03 23.86-
6/10/03 23.59-
7/10/03 24.53-
8/08/03 30.17-
9/10/03 212.13-
10/10/03 95.41-
11/10/03 20.73-
TOTAL INCOME DISBURSEMENTS 852.81-
. 852.81-
TR$NU2 (10/02)
- 18 -
PNC ADVISORS ~ PNCBAIV<
ELLEN H HOUSEAL
BALANCE OF INCOME ON HAND
771661
VALUE ACQUISITION
11/24/03 VALUE
11,714.52 11,714.52
11,714.52 11,714.52
INVESTED CASH
TOTAL INCOME
- 19 -
TRSN02 f 10/021
PNC ADVISORS ~ PIVCBAI~K
771661
ESTATE OF ELLEN H HOUSEAL DECEASED
(DIED 11/20/02)
PNC BANK, NATIONAL ASSOCIATIDN
BY .~ AGENT FOR THE
EXECUTRIX
BY
EXECUTRIX
20 _ 7RSN02110l02)
PNC ADVISORS
PNCBAIV<
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
LINDA J LUNDBERG BEING DULY
AFFIRMED ACCORDING TO LAW DEPOSES AND SAYS THAT SHE IS AN
ASSISTANT VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION,
THE ACCOUNTANT NAMED IN THE FOREGOING ACCOUNT AND THAT THE SAID
ACCOUNT IS JUST AND TRUE TO THE BEST OF HER KNOWLEDGE AND
BELIEF AND THE GRANT OF LETTERS AND THE FIRST COMPLETE
ADVERTISEMENT THEREOF OCCURRED MORE THAN FOUR MONTHS BEFORE
FILING OF THE ACCOUNT AND THE DECEDENT WAS NOT ADJUDICATED
INCOMPETENT
AFFIRMED AND SUBSCRIBED TO
BE ~~ ~`~
~ E ICE THIS DAY ~}
OF i~C - 2oO~
I HEREBY CERTIFY THAT I AM
NOT A DIRECTOR OR OFFICER
OF PNC BANK, NATIONAL ASSOCIATION
C
,_
,i.a. ~,'i ~ i
~ ~_
,,
i ,, . -,..
7 TRSN02 (10/021
' ~ 2'
ESTATE OF ELLEN H HOUSEAL DECEASED
(DIED 11/20/02)
LATE OF THE TOWNSHIP OF UPPER ALLEN
CUMBERLAND COUNTY PA
WILL NO 21-02-1072
INVENTORY
COMMONWEALTH OF PENNSYLVANIA
S5
COUNTY OF CUMBERLAND
PNCBAIV<
LINDA J LUNDBERG VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION
AGENT FOR THE EXECUTRIX OF THE ESTATE OF ELLEN H HOUSEAL DECEASED
HAVING BEEN DULY AFFIRMED ACCORDING TO LAW DID DEPOSE AND SAY THAT THE
ITEMS APPEARING IN THE FOLLOWING INVENTORY ARE PERSONAL ASSETS WHEREVER
SITUATE AND REAL ESTATE IF ANY IN THE COMMONWEALTH OF PENNSYLVANIA OF SAID
DECEDENT THAT THE VALUATION PLACED OPPOSITE EACH ITEM OF SAID INVENTORY
REPRESENT5 ITS FAIR VALUE AS OF THE DATE OF THE DECEDENT'S DEATH AND
THAT THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF
PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS
INVENTORY
AFFIRMED AND SUBSCRIBED BEFORE ME
~~
THIS DAY OF i / ;' 2O,b~~
\-
- ~ -- ,
~~ /'
,_ .,.
r
~~ 1 ~i~
C ~J!{, ~~- ' f
` 1 1 L~~ J Y r t Y4 -.' e~ . y'l'T,.
~~G1~1~.. V. 141. i~6v
_ ~:~<-i+ ~ s..-.,cam-.a.vw~+~rm.
.~ . -Ea?MESi~v*`SvSI`. YeV:i'~ ~Y6-z~'aK~-fi
- 1 -
I RSN 01 110/021
ELLEN H HOUSEAL
PNC ADVISORS
BONDS
75 PAR USA SAVINGS BOND SERIES E
ISSUED 01/01/63 DUE 01/01/03
a 852.4000
75 PAR USA SAVINGS BOND SERIES E
ISSUED 02/01/63 DUE 02/01/03
8 860.6800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/63 DUE 03/01/03
a 847.7200
75 PAR USA SAVINGS BOND SERIES E
ISSUED 04/01/63 DUE 04/01/03
a 847.6000
75 PAR USA SAVINGS BOND SERIES E
ISSUED 05/01/63 DUE 05/01/03
01 847.6000
100 PAR USA SAVINGS BOND SERIES E
ISSUED 06/01/63 DUE 06/01/03
of 854.0800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 07/01/63 DUE 07/01/03
1 854.0800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 08/01/63 DUE 08/01/03
a 862.4400
75 PAR USA SAVINGS BOND SERIES E
ISSUED 09/01/63 DUE 09/01/03
a 849.5600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 10/01/63 DUE 10/01/03
e'1 849.5600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/01/63 DUE 11/01/03
a1 849.5600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 12/01/63 DUE 12/01/03
a 854.8400
75 PAR USA SAVINGS BOND SERIES E
ISSUED 01/01/64 DUE 01/01/04
al 854.8400
75 PAR USA SAVINGS BOND SERIES E
ISSUED 2/1/64 DUE 2/1/04
51 863.0400
- 2 -
t
PNCBANC
771661
639.30
645.51
635.79
635.70
635.70
854.08
640.56
646.83
637.17
637.17
637.17
641.13
641.13
647.28
TRS N02 t 10/02)
PNC ADVISORS ~ PNCBAIVC
ELLEN H HOUSEAL
771661
CONTINUED: BONDS
75 PAR USA SAVINGS BOND SERIES E
ISSUED 3/1/64 DUE 3/1/04
a 850.1600
637.62
75 PAR USA SAVINGS BOND SERIES E
ISSUED 4/1/64 DUE 4/1/04
ul 850.0800
637.56
100 PAR USA SAVINGS BOND SERIES E
ISSUED 05/01/64 DUE 05/01/04
ul 850.0800
850.08
75 PAR USA SAVINGS BOND SERIES E
ISSUED 6/1/64 DUE 6/1/04
a 855.7200
641.79
75 PAR USA SAVINGS BOND SERIES E
ISSUED 7/1/64 DUE 7/1/04
of 855.7200
641.79
75 PAR USA SAVINGS BOND SERIES E
ISSUED 08/01/64 DUE 08/01/04
a1 864.0800
648.06
75 PAR USA SAVINGS BOND SERIES E
ISSUED 9/1/64 DUE 9/1/04
0'1 851.1200
638.34
75 PAR USA SAVINGS BOND SERIES E
10/1/64 DUE 10/1/04
a 851.1200
638.34
75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/1/64 DUE 11/1/04
01 851.1200
638.34
75 PAR USA SAVINGS BOND SERIES E
ISSUED 12/01/64 DUE 12/01/04
01 856.6000
642.45
75 PAR USA SAVINGS BOND SERIES E
ISSUED 1/1/65 DUE 1/1/05
5? 856.6000
642.45
75 PAR USA SAVINGS BOND SERIES E
ISSUED 2/1/65 DUE 2/1/05
a 785.7200
589.29
75 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/65 DUE 03/01/05
a 766.5600
574.92
75 PAR USA SAVINGS BOND SERIES E
ISSUED 4/1/65 DUE 4/1/05
ul 766.4800
574.86
THSNO2 t10/021
- 3 -
PNC ADVISORS
ELLEN H HOUSEAL
CONTINUED: BONDS
75 PAR USA SAVINGS BOND SERIES E
ISSUED-5/1/65 DUE 5/1/05
a 766.4800
75 PAR USA SAVINGS BOND SERIES E
ISSUED 6/1/65 DUE 6/1/05
a 681.9600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 07/01/65 DUE 07/01/05
a 681.9600
100 PAR USA SAVINGS BOND SERIES E
ISSUED 8/1/65 DUE 8/1/05
a 673.7600
75 PAR USA SAVINGS BOND SERIES E
ISSUED 9/1/65 DUE 9/1/05
a 663.9200
75 PAR USA SAVINGS BOND SERIES E
ISSUED 10/01/65 DUE 10/01/05
a 663.9200
75 PAR USA SAVINGS BOND SERIES E
ISSUED 11/1/65 DUE 11/1/05
a 663.9200
8,500 PAR USA SAVINGS BONDS SERIES HH
DATED 8/1/00 DUE 8/1/20
a loo.oooo
3,500 PAR USA SAVINGS BONDS SERIES HH
DATED 9/1/00 DUE 9/1/20
a 100.0000
50,000 PAR USA TREASURY NOTES
6.25% DUE 02/15/03
a 101.1875
INTEREST FROM 8/15/02 TO 11/20/02
50,000 PAR USA TREASURY NOTES
6.50% DUE 8/15/05
a 111.0625
INTEREST FROM 8/15/02 TO 11/20/02
50,000 PAR USA TREASURY NOTES
6% DUE 8/15/04
a 107.0625
INTEREST FROM 8/15/02 TO 11/20/02
COMMON STOCKS
181 SHS WACHOVIA CORP 2ND NEW COMMON
a 35.2300
- 4 -
PNCBANC
771661
574.86
511.47
511.47
673.76
497.94
497.94
497.94
8,500.00
3,500.00
50,593.75
823.71
55,531.25
856.66
53,531.25
790.76
6,376.63
TRSN02110/021
PNC ADVISORS
ELLEN H HOUSEAL
FUNDS
83.606 UTS BERGER FDS SMALL CAP VALUE FD INV
CL FD B120
a 23.3200
1,256.424 UTS BLACKROCK FUNDS INDEX EQUITY
PORTFOLIO FUND 45
INSTITUTIONAL CLASS
a 17.6400
10,945.272 UTS BLACKROCK FUNDS LOW DURATION BOND
PORTFOLIO FUND 87
INSTITUTIONAL CLASS
a 10.2200
INCOME TO 11/20/02
11,640.763 UTS BLACKROCK FUNDS MANAGED INCOME
PORTFOLIO FUND 13
INSTITUTIONAL CLASS
a 10.7400
INCOME TO 11/20/02
10,652.873 UTS BLACKROCK FUNDS PA TAX FREE INCOME
PORTFOLIO FUND 39
INSTITUTIONAL CLASS
a lo.s7oo
INCOME TO 11/20/02
79.051 UTS CALAMOS GROWTH FUND CLASS A FD B606
a 32.8000
2,506.266 UTS FIDELITY ADVISOR SER I DIVIDEND
GROWTH FD INSTL CL FUND #0717
a 9.7700
27.964 UTS MANAGERS FDS SPL EQUITY FD FD B153
a 56.1100
10,648.596 UTS SCUDDER SHORT TERM MUNICIPAL
BD INVESTMENT FUND
a 10.3200
160.942 UTS ROWE T PRICE VALUE FD INC FUND B107
a 15.8400
CASH
PNC BANK NATIONAL ASSOCIATION
AGENT UNDER THE INVESTMENT
MANAGEMENT AGREEMENT OF ELLEN H
HOUSEAL DATED 12/14/99
DATE OF DEATH BALANCE 5,703.97
INCOME TO 11/20/02 34.97
- 5 -
PNCBANC
771661
1,949.69
22,163.32
111,860.68
215.54
125,021.79
361.64
115,796.73
372.16
2,592.87
24,486.22
1,569.06
109,893.51
2,549.32
5,738.94
TRS N 02 t 1 O/021
ELLEN H HOUSEAL
CONTINUED: CASH
PNC ADVISORS
PNC BANK NATIONAL ASSOCIATION
CHECKING ACCOUNT X5000942674
DATE OF DEATH BALANCE 4,845.51
INTEREST TO 11/20/02 ,39
VERIZON
REFUND RE CANCELLATION OF
TELEPHONE SERVICE
PA BLUE SHIELD
HEALTH BENEFITS
METROPOLITAN LIFE INSURANCE CO
DEATH BENEFIT POLICY #22429064A
PROCEEDS
AT 8 T
REFUND RE CANCELLATION OF SERVICE
METROPOLITAN LIFE INSURANCE CO
POLICY B22429064A
POST MORTEM DIVIDEND
PENNA DEPARTMENT OF REVENUE
REFUND 2002 INDIVIDUAL INCOME TAX
INTERNAL REVENUE SERVICE
REFUND 2002 INDIVIDUAL INCOME TAX
TOTAL INVENTORY
- 6 -
B PNCBANC
771661
4,845.90
7.88
73.50
4,590.81
2.93
47.24
15.00
844.00
737,438.53
TRSN02 f 10/021
PROPOSED SCHEDULE OF DISTRIBUTION
ELLEN H. HOUSEAL ESTATE
Balance Kemaining per First and Final Account $577.774.21
The Executor proposes to distribute the balance according
to decedent's Last Will and Testament in the following manner:
In Satisfaction of Item THIRD AND FOURTH:
50% OF ESTATE TO HALF-BROTHERS AND HALF-SISTER OF ELLEN
To: Harry Heim - 1/9t" of 50% (5.5555%)
Cash $ 32,098.25
To: Kathryn Weitzel - 1/9`" of 50% (5.5555%)
Cash $ 32,098.25
To: Leroy S. Heim - 1/9t" of 50% (5.5555%)
Cash $ 32,098.25
To: Alton Heim - 1/9th of 50% (5.5555%)
Cash $ 32,098.25
Mary Weikel, Deceased - 9 children
To: Barbara A. Heisey - 1/9t" of 1/91h of 50% - (.6172%)
Cash $ 3,566.02
To: Shirley Ranieri - 1/9t" of 1/9th of 50% - (.6173%)
Cash $ 3,566.60
To: Dean F. Weikel - 1/9th of 1/9`" of 50% - (.6173%)
Cash $ 3,566.60
To: Donald L. Weikel - 1/9t" of 1/9th of 50% - (.6173%)
Cash $ 3,566.60
To: Kenneth P. Weikel - 1/9th of 1/9th of 50% - (.6173%)
Cash $ 3,566.60
1
To: James Weikel - 1/9t" of 1/9`" of 50% - (.6173%)
Cash
To: Larry L. Weikel - 1/9`" of 1/9`" of 50% - (.6173%)
Cash
To: Donna L. Weikel - 1/9t" of 1/9t" of 50% - (.6173%)
Cash
Robert Weikel, Deceased - 2 children
To: Lisa Kepes - 1/2th of 1/9`" of 1/9t" of 50% - (.30865%)
Cash
To: Lori Clark - 1/2th of 1/9t" of 1/9`" of 50% - (.30865%)
Cash
Martha Willier, Deceased - 2 children
To: Dale F. Willier - 1/2th of 1/9~' of 50% - (2.7778%)
Cash
To: Rick Willier - 1/2th of 1/9t" of 50% - (2.7778%)
Cash
Harold Heim, Deceased - 6 children
To: Richard D. Heim - 1/6t" of 1/9`" of 50% - (.9259%)
Cash
To: Harold P. Heim Jr. -1/6~' of 1/9~' of 50% - (.9259%)
Cash
To: Rev. Ronald Heim -1/6~' of 1/9`" of 50% - (.9259%)
Cash
To: Roger A. Heim - 1/6t" of 1/9~' of 50% - (.9259%)
Cash
To: Ruth A. Bohner - 1/6`" of 1/9`" of 50% - (.9260%)
Cash
To: Randy Heim - 1/6t" of 1/9t" of 50% - (.9260%)
Cash
$ 3,566.60
$ 3,566.60
$ 3,566.60
$ 1,783.30
$ 1,783.30
$ 16,049.41
$ 16,049.41
$ 5,349.61
$ 5,349.61
$ 5,349.61
$ 5,349.61
$ 5,350.19
$ 5,350.19
2
t
John Heim, Deceased - 3 children
To: John Heim Jr. - 1/3`d of 1/9`h of 50% - (1.8519%)
Cash
To: William F. Heim - 1/3`d of 1/9th of 50% - (1.8519%)
Cash
Peter Heim, Deceased - 2 children
To: Jason P. Heim - 1/2th of 1/3`d of 1/9th of 50% - (.9259%)
Cash
To: Crystal L. Heim - 1/2th of 1/3`d of 1/9`" of 50% - (.9259%)
Cash
Betty Kehler, Deceased - 3 children
To: David H. Kehler - 1/3`d of 1/9th of 50% - (1.8519%)
Cash
To: Susan Tallman - 1/3`d of 1/9th of 50% - (1.8519%)
Cash
To: Diane Sims - 1/3 `d of 1/9th of 50% - (1.8518%)
Cash
50% OF ESTATE TO BROTHERS AND SISTERS OF CHARLES
Arble Houseal, Deceased - 1 child
To: A. Dorthea McWilliams -1/8th of 50% - (6.25%)
Cash
Matilda Houseal Williamson, Deceased - 1 child
To: Donna M. Shafer - 1/8th of 50% - (6.25%)
Cash
Anna Houseal, Deceased - no children -share lapses
Elizabeth F[ouseal, Deceased - no children -share lapses
John Houseal, Deceased - no children -share lapses
$ 10,699.80
$ 10,699.80
$ 5,349.61
$ 5,349.61
$ 10,699.80
$ 10,699.80
$ 10,699.22
$ 36,110.89
$ 36,110.89
3
Catherine Houseal, Deceased - no children -share lapses
Leora Houseal Thompson, Deceased - 2 children
To: June S. Magnelli - 1/2th of 1/8th of 50% - (3.125%)
Cash $ 18,055.45
William Thompson, Deceased - 7 children
To: Karen L. Sipe - 1/7th of 1/2th of 1/8`h of 50% - (.4465%)
Cash $ 2,579.77
To: Nancy L. Knode - 1/7th of 1/2th of 1/8`h of 50% - (.4465%)
Cash $ 2,579.77
To: Donald W. Thompson - 1/7th of 1/2th of 1/8th of 50% - (.4464%)
Cash $ 2,579.18
To: Steven W. Thompson - 1/7th of 1/2th of 1/8th of 50% - (.4464%)
Cash $ 2,579.18
To: Brian W. Thompson - 1/7th of 1/2th of 1/8`h of 50% - (.4464%)
Cash $ 2,579.18
To: Leslie A. Thompson - 1/7th of 1/2th of 1/8`h of 50% - (.4464%)
Cash $ 2,579.18
To: William A. Thompson - 1/7th of 1/2th of 1/8th of 50% - (.4464%)
Cash $ 2,579.18
To: Ruth L. Witmer - 5/8th of 50% - (31.25%)
Cash
TOTAL
$180,554.44
$577__ 77~ 4.21
4
f
a'
CODICIL TO LAST WILL .AND TESTAMENT
I, ELLEN H. HOIISEAL, do hereby make, publish and declare
the following to be a Codicil to my Last Will and Testament
which is dated September 23, 1996.
FIRST: I hereby change Paragraph FIFTH to read as
follows:
FIFTH: I hereby name, nominate, constitute and appoint
~I
LAW OFFICE
N S. LANDBECK, JR.
suiTE 200
S. PARKE STREET
SEEN, MARYLAND 21001
410-273-6636
410-575-6767
:oP1ER 410.272-7404
~Y1~'~ Q
~~1 ~
Barbara A. Hammaker as Personal. Representative of this my Last
Will and Testament and hereby direct that she shall act
without bond and shall have the power to sell or in any way
dispose of any and all of my Estate and sign such documents as
may be necessary in order to satisfy the terms of this my Last
Will and Testament. In the event Barbara A. Hammaker can not
act in this capacity for any reason, then and in that event I
name, nominate, constitute and appoint my attorney, John S.
Landbeck, Jr., or the successor to his law firm, as Personal
Representative and direct that they shall act without bond and
shall have the power to sell or in any way dispose of any and
ail of my Estate in order ~o satisfy the terms of this my Last
Will and Testament.
SECOND: I hereby reaffirm each and every other paragraph
in my Last Will and Testament which is dated September 23,
1996.
Codicil to Last Will aad Testament
Ellen H. Houseal
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~-'~' day of ~sL„`Q,...~, 1999.
ELLEN H. HOUSEAL
SIGNED, SEALED, PUBLISHED and DECLARED by ELLEN H. HOUSEAL,
the above named Testatrix as and for a Codicil to her Last
Will and Testament, which is dated September 23, 1996, in our
presence who at her request and in her presence and in the
presence of each other, all being present at the same time,
have hereunto subscribed our hands as witnesses the day and
year first written.
Signature /~
Ct> nj S ~i4-'iy c e.. ~ /~O /a c ~G..
Print Name
~,
,' ,~
(~, ~~`'~
S i "nature
~~~ ~ ~~ ~~1~~ ~
Print Name
~C 1 ~ ~`_- ~~-.
Address
LE--~~'-e-~.y-~,~L ~ ~7 c~~ care
,:
'r~ .~~1-ice 1'" ~/ ,~ /~fJf
LAST WILL AND TESTAMENT
OF
ELLEN H. HOUSEAL
I,, ELLEN H. HOUSEAL, Social Security No. 172-01-3365,
.~
\yr~
;~~~
t~-w oFFice
AV S. LANDBECIC, JR.
sutTE zoo
i S. PARK': STREET
tDEEN, MARYLAND 21001 ,
a ~ 0-273-ss3s
aio-5~5-s~s~
cow aiaz~zaaoa ,
being an adult of sound and disposing mind,. memory and
understanding, do hereby make, publish and declare this
instrument of writing as and for my Last Will and Testament,
hereby canceling, revoking and annulling any and all other
Wills, Testaments and Codicils by me at any time heretofore
made.
FIRST: I direct that all of my just debts and funeral
expenses be paid as promptly as may be practicable_after_my..
death. I authorize my Personal Representative, hereinafter
named, to expend such sums as she in her sole discretion may
deem proper for my funeral and interment, including the
acquisition of any burial site and the erection and engraving
of grave monuments and markers, regardless of any limitations
fixed by statute, rule of court, or otherwise.
SECOND: All the rest, residue and remainder of my
Estate, real, personal and mixed, wheresoever the same may be
situtate, whether my Estate therein be legal or equitable, and
whether I now own or shall hereafter acquire the same, and all
property, real, personal or mixed, which I shall have the
right to dispose of by Last Will and Testament, I give, devise
and bequeath unto my husband, CHARLES F. HOUSEAL.
Last Will and Testament
of Ellen H. Houseal
SPECIAL BEQIIEST
In the event my husband predeceases me I make the
following special bequest:
1. My dining room set, including table, chairs, hutches
'~~
r`
C
,~
~~
and anything related to said .set to my niece, BARBARA
HANIl~SAKER, if it is her desire to receive it. ~~
THIRD - All the rest, residue and remainder of my Estate
shall be liquidated by my Personal Representative including my
personal property, real property and any other items and shall
be divided equally between the brothers and sisters of each
my husband and myself, with fifty percent (50%) of the Estate
going to the brothers and sisters of the husband and fifty
percent (50%) going. to the brothers and sisters of the wife.
This will include in the case of the wife, half-brothers.
FOURTH: In the event any of the above mentioned
brothers, sisters or half-brothers shall predecease me or we
meet death in a common disaster, then and in~that event, I
hereby give, devise, and bequeath that individual's share unto
any children through that individual in equal shares, per
stirpes, share and share alike, absolutely and forever. If
there are no children through that individual, then and in
that. event that individual's share shall be divided between
the surviving individuals in equal shares, per stirpes, share
and share alike, absolutely and forever.
FIFTH: I name, nominate; constitute and appoint
my niece, BARBARA HEISEY, currently_of Williamsburg, Virginia,
Last Will and Testament
I of Ellen H. Houseal
Personal Representative of this my Last Will and Testament and
hereby direct that she shall act without bond and shall have
the power to sell or in any way dispose of any .and all of my
Estate and sign such documents as may be necessary in order to
satisfy the terms of this my Last Will and Testament. In the
event my niece, BARBARA HEISEY, can not act in that capacity,
then and in that event I name, nominate, constitute and ,.
appoint JOHN S. LANDBECK, JR., or his successor, as Personal
Representative of this my Last Will and Testament and hereby
direct that he shall act without bond and shall have the power
to sell or in any way dispose of any and all of my Estate and
sign such documents as may be necessary in order to satisfy
the terms of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this my Last Will and Testament, on this ~3~ day of
1996. --
~.~ /?c -- = ~ J`tGrL-[~_ot.!~ ( SEAL)
ELLEN H. HOUSEAL
SIGNED, SEALED, PUBLISHED and DECLARED by ELLEN H.
HOUSEAL, the above named Testatrix 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, all being present
• s
. .
Last Will and Testament
of Ellen H. Houseal
at the same time, have hereunto subscribed our hands as
Witnesseth the day and year first written.
Address
Address ,I,
~ ~~ : IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DIVISION
THE ESTATE OF ELLEN H. HOUSEAL
ESTATE NO. 21-02-1072
CERTIFICATE OF SERVICE
I hereby certify that on the date set forth below a true and correct copy of the First and
Final Account of PNC Bank National Association, Successor Trustee was served on the
following via overnight delivery via UPS:
SEE ATTACHED SCHEDULE A
REAGER & ADLER, P.C.
By: G~ ~
David W. Reager squire
Supreme Court I Number 20868
Reager & Adler, P.C.
2331 Market Street
Camp Hill, PA 17011
PNC ADVISORS
~~ ~h~r~ N ~~:~v~~~~~ ~~s_,~-~~~~F~
DATE IRAN
CODE ~ p
s N
i OFfICE ' ENTRY
ACCOUNT ~ ~
s K ~ NUMBER ITEM p Q AMOUNT
'a~' ii3 luSU E E
RUL~L P~i3~-! q ~•r~ F" E~
l P
~:JMF~RLAPJG ~.:t:~l~N'~"Y~~.i~~
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426988
SCHEDULE A
1. Mrs. Dorothea McWilliams
500 Harrisburg Street
Dillsburg, PA 17019
2. Ms. Donna Shafer
706 Concord Street
Ft. Walton Beach, FL 32548
3. Mrs. June Magnelli
4807 Winford Road
Harrisburg, PA 17109
4. Ms. Karen Sipe
5198 Locust Lane
Harrisburg, PA 17109
5. Mrs. Nancy L. Knode
6250 Bridle Court
Harrisburg, PA 17111
6. Mr. Donald W. Thompson
127 Fieldstone Drive
Carlisle, PA 17013
7. Mr. Steven W. Thompson
11752 West 27`h Drive
Lakewood, CO80215
8. Mr. Brian W. Thompson
390 Lakeside Drive
Levittown, PA 19054
9. Ms. Leslie A. Thompson
20 Pettis Street
Lake George, NY 12845
10. Mr. William A. Thompson
442 West 22"d Street, Apt. 3
New York, NY 10011
11. Mrs. Ruth L. Witmer
1155 Mi.lmosa Lane
Marysville, PA 17053
12.
13
14
15
16
17
18
19
20
21.
22
Harry Heim
1084 Creek Road
Pitman, PA 17964
Kathryn Weitzel
383 Main Road
Pitman, PA 17964
Leroy Heim
130 Fairview Road
Pitman, PA 17964
Alton :Heim
469 Ridge Road
Pitman, PA 17964
Barbara Heisey
175 Chicahouk Trail
Southern Shore, NC 27949
Shirley Ranieri
238 Cresent Drive
Hershey, PA 17033
Dean Weikel
1134 Dartmouth Road
Hummelstown, PA 17036
Donald Weikel
7730 Bashore Drive
Harrisburg, PA 17112
Kenneth Weikel
373 North Mechanic Street
Fredericburg, PA 17026
James Weikel
1325 Wentworth Court
Greenwood, IN 46143
Larry Weikel
7 Sgrignoli Lane
Enola, PA 17025
23
24.
25
26.
27
28
29
30
31
32
33
,.
Donna. Weikel
801 Cambridge Court
Palmyra, PA 17078
Lisa Kepes
316 10`'' Street
New Cumberland, PA 17070
Lori Clark
118 North 4`" Street
Lemoyne, PA 17043
Dale Willier
3 Mill Hill Road
Pitman, PA 17964
Rick Willier
502 Ridge Avenue
Pottsville, PA 17901
Richard Heim
571 Church Street
Landisville, PA 17538
Harold Heim, Jr.
PO Box 18
Freidensburg, PA 17933
Rev. Ronald Heim
9 Earl Stoyer Drive
Schuykill Haven, PA 17972
Roger Heim, MD
2651 Ramson Drive
Harrisburg, PA 17104
Ruth Bohner
535 Ruby Road
Rising Sun Manor
Millersburg, PA 17061
Randy Heim
324 Ridge Road
Pitman, PA 17964
34. John Heim, Jr.
360 Main Street
Pitman, PA 17964
35. William Heim
67 Howerter Road
Pitman, PA 17964
36. Jason Heim
RD #!, Box 109C
Klingerstown, PA 17941
37. Crystal Heim
RD #!, Boc 109C
Klingerstown, PA 17941
38. David Kehler
1531 Creek Road
Pitman, PA 17964
39. Susan Tallman
74 Evangel Park Road
Tower City, PA 17980
40. Diane Sims
1552 Creek Road
Pitman, PA 17964
.,
~V
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
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ellen H. Houseal
Date of Death: 11/2o/oz
Estate No.: 21-02-1072
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:
(date)
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 x No
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes No
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report. t~f (~ a t~' ~/
~1 eC UI \1 ~11~~ •~v
Date: March 5 , 2004 6
a .st`,.r
PNC Bank, NA, Agent for Executrix
[r ;
,~ Linda J. Lundbert, Asst. Vice President
Name (Please type or print)
~ ~- PO Box 308
Camp Iiill PA 17001-0308
~Q
1
~.,~ Address
717-730-2265
(MAH.rrndA,M3) o Telephone No.
~--
~~
XX
Capacity: Personal Representative
>z.w. - s8 Counsel for Personal Representative