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Home My WebLink About01-0044 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS Estate of Gladys F. Baer No. 21-01-44 also known as , Deceased Social Security No. 200227096 Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) G] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix Decedent, dated 5/7/90 and codicil(s) dated Co-executor, Charles N. Ditmer, died October 6, 1996. named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Lower Allen Township, Cumberland County, Pennsylvania, with his/her last family or principal residence at 1101 Lindham Court, Mechanicsburg, PA 17055 (list street, number and municipality) Decedent, then 76 years of age, died December 27 ,2000, at HCR ManorCare, 940 Walnut Bottom Rd., Carlisle, PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property......................................... $ (if not domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County.............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ................................................................................. .................................... $ 25,000.00 25,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I Signature Typed or printed name and residence I 0: (,,)( II "7/1. I:' ~J(inu \ ~ Susan M. Ditmer 4097 Darius Drive, Enola, P A 17025 RW-1 /'_ /.., _, A~ ;,) I .- ,'7 _ ~ ,~~- ~ Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the_estate according to la~. Sworn to and affirmed and subscribed 'yj_LL~(;)))")? It; Jf?!L(-l' \ Susan M. DItmer before me this 9th day of January, 2001 , ',->-, ,- .n"" 'x:' . . . :2 '/' (/', /,/ 7. / "',' ~ ,. / I'lL/I if'" . / '//. /,,' J:~ R ,/./ ~, If "'/-4.2<./ / / C ,// , / / 7 ,I / DECREE OF REGISTER Estate of Gladvs F. Baer also known as Deceased 21-01-44 No. Social Security No: 200227096 Date of Death: 12/27/00 AND NOW, January 9 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 of Administration are hereby granted to Susan M. Ditmer ((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate) in the above estate and that the instrument(s), if any, dated May 7, 1990 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ Short Certificates(s) ............... Renunciation .......................... Extra Pages ( ) ............... I.T.R....................................... JCP Fee ................................. Inventory ...... ..... ..................... Other ...................................... TOTAL........................... ..$ ..; r 60.00 ~7/ / $ $ $ $ $ $ $ $ 6.00 6.00 Signature 5.00 Attorney: Elizabeth P. Quigley I.D. No: 6346 Address: 26 East Main Street, P. O. Box 428 New Bloomfield PA 17068 77.00 Telephone: (717) 582-4335 DA TE FILED: JANUARY 9. 2001 /7}.l " L ~) Ce-?L;:{JV-->YU,/ WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. D December 27t 2000 21-01-44 Gladys F. Baer Female 200 - 22 - 7096 December 27, 2000 December 24, 1924 Grantham, Cumberland County, Pennsylvania Manor Care Health Services Cumherland County S. Middleton Township White Switchboard Operator No Married 1101 Lindham Ct., Apt. 802 Mechanicspurg PA Mrs. Susan M. Ditmer Scott D. Brenneman, FD Cocklin Funeral Home,Inc., 30 N. Chestnut Street, Dillsburg, PA 17019 Respiratory Filure Lung Cancer COPD, A.Fib., Pulmonary HTN xxx Sevdalina V. Boshnakov, MD 850 Walnut Bottom Road, Carlisle, PA 17013 1'~ -r~67608 December 27, 2000 153 Logan Road, Dillsburg, PA 17019 .....-\ ~' . lad! ~ilr anti ~~ .~ ~~~I9m~J.lnl ~: / - (" 1- "'/ '1 .. @! GLADYS F", BAER .s>< ~, GLADYS F. BAER, of 1101 Lindham Court, Apartment 802, Mechanicsburg, Cumberland County, pennsylvania, being of sound mind, do make, publish and declare this to be my Last will and Testament, hereby revoking and making void any and all former wills made by me at any time heretofore. In particular t revoke the Will which I signed on April 4, 1988 wherein I left my estate to various heirs. 1. I direct that the expenses of my burial and all my just debts be paid as soon after my death as may be convenient to my Co-executors hereinafter named. 2. I appoint as Co-executors of this Will my daughter, Susan M. Ditmer and my son-in-law, Charles N. Ditmer. If either of these two individuals should not survive me, the survivor shall act as my Executor. If neither Susan N. Ditmer and Charles N. Ditmer survive me, I appoint my daughter, Karen L. Fisher, as Executrix. If neither, Susan ~. Ditmer, Charles N. Ditmer and Karen L. Fisher survive me, t appoint my son, Frederick E. Sanders, as Executor. My Executors shall have all powers under law and as further given below. 3. I give $1,000 in cash gifts to each of the following individuals who survive me: a) Timothy D. Thomas b) Kelly L. Thomas c) Brian E. Sanders d) Angela M. Sanders e) Tammy L. Tinkey f) Stacy A. Tinkey g) Georgette M. Tinkey These monies shall be the first proceeds paid from the monies in my estate. 4. I give all my remaining property, real, personal and mixed, to my three childcen, Susa~ M. Ditmer, Karen L. Fisher and Frederick Z. SnnJers in ~ql1Cl sh3r~s. If iny of my children should predecease me the surviving children should be givpn said property in equal shares. ......' 5. If none of my children survive me, I give all my remaining property, real, personal and mixed, to the following individuals, who survive me, in equ-al shares: .. a) Timothy D. Thomas b) Kelly L. Thomas c) Brian E. Sanders d) Angela M. Sanders e) Tammy t. Tinkey f) Stacy A. Tinkey g) George t te M. Tinkey 6. I direct my Co-ex'ecutors following my death to convert all the real and personal property in my estate into cash and to distribute the proceeds of my estate immediately thereafter to the beneficiaries as herein indicated. 7. To the extent that such requirements can be legally waived, I direct that no Guardian, Executor, Trustee or other fiduciary hereunder shall ever be required to post any bond or give any security in connection with his or her duties, whether in the Commonwealth of Pennsylvania or elsewhere. IN WITNESS WHEREOF, I, GLADYS F. BAER, hereunto set my hand and seal this 1 day of Xay, 1990. Signed, sealed, published and declared by the above named GLADYS F. BAER as her Last Will and Testament in the presence of us, who at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. ~/1 ; 'It.t(t.r I /t~,/ I /J7 7~J ~?~?{{. of ?I~u ,,~~' / J v of ;. ~- . * * * ACKNOWLEDGl1ENT * * * ,'" COMMON\mALTH OFAPENNSYLVA~IA COUNTY OF C~<--,/?..:..-6-e"LiCf.} ~)/ SS: I, GLADYS F. BAER, TESTATOR, whose name is signed to the at tached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, ,1'W7) a /j::t2~ a Notary Public, this 1 day of May, 1990. NOT ARIAL SEAl JEAN A. BURKE, Notary Public Camp Hill Boro, Cumberland Co., Pa, My Commission Expires May ~~_~.~93 (/;- l:L ~) (Official Capacity of Officer) * * * * AFFIDAVIT * * * * COMMON~mALTH OF PENNSYLVANIA COUNTY OF C~n,--{'...e/2_aa~t SS: We, the uitnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as her Last Will; that GLADYS F. BAER signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge the testator, GLADYS F. BAER, was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by witnesses, this 1 day of MAY, 1990. I L- \ . NOT AR\ 1. SEAl , A BURKE, Notary Pubhc JEAN . berland Co., Pa. , Camp HH\ Boro, (un: Ma 3 1993 My Commission Explfes Y 1 7Z;1 (,h '-11 r-(l t~tcd.. 111. I ( i:t/tt~ .~ ~-litness SEAL ~~~/(~ / itnes (Official Capacity of Officer) ~ H10'i'lO' RF\' 2.~0 This is to certify that this is a true copy of the record which is on file in the Pennsylvania DivisiGn of Vital Records in accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~ /lavLt:v Fee for this certificate, $3.00 Charles Hardester State Registrar /l t ': (J r: ., i 0 1"ULJ'~) ! NOV .2 0 1996 Date 21-01-44 TYPE/I'R1NT IN PERMANENT BLACK INK FINAL CERTIFICATE COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) Hl05 144 Rev. 1/91 ab. Dauphin ae. Harrisburg KINDDF BUSINES5nNDUSTRY SEX STATE FILE NUMBER SOCIAL SECURITY NUMBER Charles N. Ditmer Jr. UNDER 1 YEAR UNDER 1 DAY Months Olya HoUri Minut.. ~ Male ~ 193-52-1694 BIRTHPLACE (Ci1y and PLACE Of DEATH (Ct1eck Oflly one see inslructions on oltle, SIde) Slale'" F",e,on CCM"'lry) HOSPITAl: k'P, a.iOn. 0 7.Mechanicsburg, A FAClLlTY NAME (It nollosllluhon, give sir eel and nurnbef) 6, 1996 ~~dY) [] RACE. American Inman, Black, White. fttc (Spoc,ty) 10. White WAS DECEDENT EVER IN U.S ARMED FORCES? Va. 0 No pgc SURVIVING SPOUSE (II wile, give maiden name) M. Sanders DECEDENT'S ACTUAL RESIDENCE (See Instruchons on other side) Hb. Counl Perry Co Did decedent live In. lownship? 17c.~ Ves, deceaent lived In H".S'"la o UJ (f) :> ~ ~ <( 208. METHOD OF DISPOSITION Buri.lt~ Cremation 0 RemovI' from Stat. 0 Oonlllon 0 Other (Speclfy1 . 21.. SIGNATURE OF FUNERAL SERVICE LICENSEE OR PERSON ACTING AS SUCH Susan M. Di city/i: Charles N. Ditmert Sr. PA 17019 PA 17019_ 23.. TIME OF DEATH DATE PRONOUNCED DEAD (Monlh. Day. Year) 24. 5: 15 a.m. M 25. October 6,' 1996 27. PART I: Enter the dlua...,lnjurle.or complicatlont which caused the death, 00 not .nler the mode 0' dying, luch a. cardiac or r.spira1ory arr.st. shock or h81n 'aIlUt. UsI only one cause on each line NoD Drawnin associated with alcohol intoxication DUE TO (OR AS A CONSEOUENCE OF)' 21. I Approximate :tnlerval between : onset and death I i PARllt: Other significanl condition. conlfibuting to eMalh, bue not resuhing in the undertying caus. given In PART I Blunt head trauma I-l ~ oM Cl U) <lJ ~ DUE TO (OR AS A CONSEQUENCE OF)' DUE TO (OR AS A CONSEOUENCE OF) d WERE AUTOPSV FINDINGS AVAILABLE PRIOR TO COMPLETION OF CAUSE OF DEATH? Ve.~ No 0 Accident Pending Investigation DIUE OF INJURV TIME OF INJURY (Monlh. Day. Year) approx . o Oct. 6, 96 3:55 a.m. o 308. 3Gb. M. o PLACE OF INJURY. A. homl, lorm,lI'MI, '"Clory. olllcI ~~~t"t'{(jtts~lr Hollow Road SIGNIUURE AND TI INJURV IU WORK? DESCRIBE HOW INJURY OCCURRED MANNER OF DEIUH Nlturll o u o Homicidl Ves 0 NJ{~ Fell in creek "MEDICAL EXAMINER/CORONER On thl bull ol..amln.llon andlor Inv".lIll"llon, In my opinion, d..th occurred Itth.llm., d.t., and pile., Ind due to tha ClUII(I) Ind manner .. ....ed. . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311. flEGISTRAR'S SIGI'I...WRE AND NUMBER I ~:'f:t~,Mrr:-: t\ ~;"T -r.':' ".' . _.... ___. ~~ r.. L-1_LLIJ o 31b. LICENSE NUMB DII SIGNED (Month. D _I o 31.. 31d. November NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (lIern 27) Type or P,lnl Graham S. Hetrick, Coroner ~ 3J205 S. 28th St., Harrisburg, PA 17111 DATE FILED (Munlh paY'(,.or'NOV 1 8 1996 34 1996 2". 2Ib. CERTIFIER (Check only one) .CERTlfYING PHYStCIAN ~Phys.:lan certifYing cause 01 death when eOOher phYSICian has PfonOUnced death and comploled Item 23) TO the belt o'my knowl'dge,deeth occurred duato the ceuH(l. and manner...tated. ............................................. Suicide 2.. Couk1 not be determined !Z UJ o ~ o LL o UJ 2: . z .PRONOUNCINQ AND CERTlFYINO PHYSICIA.N (PhysK:ian both pronouncing dealh and C81lilYIf)g 10 calJse 01 dealh) To the bel' 0' my knowledge, d..th occurred .t u.. tkna, date. and place, and due to the cauI-<a) and manne, .1 mtH.. . . . . .-'" ~ ~ Cumbe~and County CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Glaqys F. Baer Date of Death: 12/27/00 Estate No. 21-01-0044 SSN: 200-22-7096 File No. Date Letters Granted: 1/9/01 Will or Administration No. To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 1/24/01 Name Address Mrs. Susan M. Ditmer 4097 Darius Drive Enola PA 17025 Mrs. Karen L. Fisher 101 South York Street Mechanicsburg_ PA 17055 Mr. Frederick E. Sanders 606 Lavina Drive M~~hanicsburg_ PA 17055 Mrs. Tammy L. (Tinkey) Smith 15 Patridge Circle Carlisle PA 17013 Ms. Stacy A. Tinkey 75 Bonnybrook Road, Lot 13 Carlisle PA 17013 Ms. Georgette M. Tinkey 230 West Simpson Street Mechanicsburg PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 1/24/01 Ii . Quigley, Esquire Name (Please type or print) Capacity: .!~ersonal Representative Counsel for Personal Representative -;,;' Address 26 E. Main Street, P.O. Box 428 New Bloomfield PA 17068 Telephone No. (717) 582-4335 Continuation of Certification of Notice Under Rule 5.6(a) Gladys F. Baer 12/27/00 Page 1 Names and addresses Name Mr. Timothy D. Thomas Mrs. Kelley L. (Thomas) Weist Address R.R. #2, Box 739 Schuylkill Haven PA 17972 128 Summit Trace Road Langhorne PA 19047 2 Simmons Road Mechanicsburg PA 17055 4101 D York Street Harrisburg PA 17111 Mr. Brian Sanders Ms. Angela M. Sanders , Inventory Estate of Gladys F. Baer From 12/27/00 To 12/27/00 Description Accrued Interest Checking Accounts Waypoint Bank Checking Accoilllt No. 1800020794 0.55 Savings Acconnts Waypoint Bank Savings ACCOilllt No. 1860006857 1.05 Misc. Personal Property Vehicle Refunds KLP Ente:rprises, Inc.; Reimburserrent re prepaid rent Uni ted Arrerican Insurance; Refund Miscellaneous Property Miscellaneous Deposit 1 Value 1,920.00 131.00 12:45 Total 4,999.37 5,002.49 10,000.00 2,051.00 34.49 22,087.35 Register of Wills of Cumberland County f Pennsylvania i INVENTORY Estate of Gladys F. Baer known as I Deceased No. 2001-00044 Date of Death 17-27-2000 Social Security No. 200-22-7096 Susan M. Ditmer Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of parso;;;;1 Represent~e; (: Attorney: Delano M. Lantz -V~(j)~ 11tl') Li1:~U L'~ [(~.UTf),!X St~PT 5 ~L,)('11 I I. D. No.: 21401 Address: McNees Wallace & Nurick LLC 100 Pine Streetl P.O. Box 1166 Harrisburq, PA 17108 Dated Telephone: {717} 237-5 348 Description Value SEE ATTACHED $22,087.35 Total: $22,087.35 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form RW-7 (Cumberland County - Rev. 9/92) {A277079; } - - a\ -1 REV-1500 EX + (6-00) , OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FilE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0044 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Baer, Gladys F_ 200-22-7096 DECE- DATE OF DEATH (MM-DD-YEAR) T DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 12/27/00 12/24/1924 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER B 3. Remainder Return CHECK ~' Original Return ~' Supplemental Return (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required ~ale of death after lZ-12-B2} PRIATE 6. Decedent Died Testate 7. scedenl Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Allach copy Of Will) kAttacl1 a copy 01 Trust) BLOCKS 9. Litigation Proceeds Received 10. pousal Poverty Credit (dale Of death between 0 11. Election tetax under Sec. 9113(A) 12-31-91 and 1-1-95) (Mach Sch 0) fiI~~I{MQjfiii:i!$p_Yl,"*M;~ijJ;9liIl~.~;~eQli!!1~Nrlilij'AXmI!QRMAn9ti;$ijQliQj~l:i~Q\t9; NAME COMPLETE MAILING ADDRESS COR- Delano M. Lantz 100 Pine Street RE- FIRM NAME (If Applicable) P.O. Box 1166 SPON DENT McNees Wallace & Nurick LLC Harrisburg , PA 17108 TELEPHONE NUMBER 717-232-8000 . OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) None 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 22,087_35 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested (6) 0_00 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) None 8. Total Gross Assets (total Lines 1-7) (8) 22,087.35 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,974.95 10. Debts 01 Decedent, Mortgage liabilities, & liens (Schedule l) (10) 243.78 11_ Total Deductions (total Lines 9 & 10) (11) 3,218_73 12. Net Value of Estate (line 8 minus line 11) (12) 18,868.62 13. Charitable and Govemmental Bequests/See 9113 Trusts ior which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Line 13) (14) 18,868.62 SEE INSmUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rala, or tranSfers under Sec. 9116 (a)(1.2) 0_00 X .0 0 (15) 0.00 TAX 16. Amount of Una 14 taxable at lineal rate 18,868.62 x .0 ~ (16) 849 _ 09 0_00 - 0.00 COMPU- 17. Amount of Line 14 taxable atsibrinlJ rate x.12 (17) TATION 18. Amount of Lina 14 taxable at collateral ra~a 0_00 X .15 (18) 0_00 19. Tax Due (19) 849.09 20. 0 [~~ijj~OO~jijj~ij~!i.$ljijQ{\(ij~ijpPl\'m~ijjiiA_Nr'1 .......'-.......... ... ....................z...-..... .............--".. 1(" ~ ~ , :~':':t:\:.::;:::~::.( ,.,.,.,.,:.:.,.,." """::':"):)):::')::)':();i,,:!ill;!,:Wi'ilik'r(itMI$Wlll'!:5UH:lVll$:t'QN$.iQN;l!'A~e',g:~!l!(qH~KJW\'f\!~\!))':i:):: o PA1500t Copyright 2000 Greatlsm1/Ne\co lP - Forms Sottware Only NTF 29755 L ::':'::::'::::':~:::: ::~:::::::::i'::::::;:':::::;::":":":':-'"'' . Estate of: Gladys F. Baer SlJMVJ1\RY OF ALI.JJCATIONS 1'0 BENEFICIARIES Taxable at lineal rate Tirrothy D. Thcxras Kelly L. (Thcxras) Weist Brian E. Sanders Angela M. Sanders Tamny L. (Tinkey) Smith Stacy A. Tinkey Georgette M. Tinkey Susan M. Ditrrer Karen L. Fisher Frederick E. Sanders 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 3,956.20 3,956.21 3,956.21 18,868.62 21-2001-0044 PA REV-1500 EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS 1101 Lindham ct, Apt. 802 CITY I STATE I ZIP Mecbanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 849.09 Total Credits (A + 6 + C) (2) 0.00 3. InteresVPenalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 849.09 (SA) 0.00 (56) 849.09 5. TotallnteresVPenalty (0 + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Uoe 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax dUe. 6. Enler thelolal of line 5 + SA. This is the BALANCE DUE. ...... ......... .......... . ... M.a.k.e Ch.eck. payable .to.. REGISTER .()F""ILLS, f~(l~IiT ...,:.:;.;-.'.:;,.,:::,.--,- ...-...........w.'.;,;'.,:'_.,.:-".... 4. :.:-:<.,-,-,.'-,-" ~(~X~g~~~~t~i~;~;jf6LL6~,~aSu~~ti6~.~~~~~tl~riX~;;j~i~+~~X~W~6~~jAft~(6~;k~> 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....,............................... .., ~ I :: ~:::~ :~e~~~~i~n:~li~:r:s;:~ .$.h~~I. ~~~ ~~~ ~~~~~ ~r~~~~~r~~~ .~r ,i~S. i~~~~~;. . . . . . . . .' : : .' .' : .' .' : : . . 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 3 ~=~:C:~;:~::~~::;u~~~:r~:;a~::bl~ ~~~ ~~~~ ~~n~~~~;~~l;;~';;~r~a; 'hi~ ~~ ~~r;~~t~;. 8 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non*probate property which containsabeneficiarydes]gnation? ....,.....,... ...... ........ .,...... ..,.....,...,..... 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 perlu~, I declare that I have examined this return/ including accompanying schedules and statements, and to the best of my: knowledge and belief, it is true, correct and complete. Declaration 0 preparer other than the personal representative is based on information of which ra rer has an knowled . SIGNATURE OF ERSON RESPONSI6LE FO FiLING RETURN o I?!I t-KECU TR1Jc DATE . .5E.rr 5" ,;100 I ATE. /? h,~' /(> :::,:o::::~,:?::::;::,,:,:::"-:"-""" .. ". ._.:.:.:_:.::_.::".-., ';"-C:"':-:-:'Z-':"":""':-""'" ...... - . .. "-"'-':-:-""":"",:-;:';:':;;0;:;:;';:::::;:;:::;;;'::, '.' -""-",,,,:-:,::,,:::':;:"':". '... . .. ":':':':"':'::'::':':'::':"':":;::::::;:';;::::'::;,:(~{,::' " :.:-.'::,::::,:,:::,',:.:.:.:.:..... ........ ......-...._,."....:...::<?........';.:...:.:~:~:~::;::::::.:....'.-.....' F;;'dates"0i"death'on"~~'~fte~'1:;Iy' .f;..'994-.an;j""bEif~re..3;:;ua;y-..,.-;-.f995:-.1he-.IIDi:-.~ie.I;:;:;-po~-;KJ';;~'ih~'-~-ei .~arue..~..ii3~s.,.&;:s..io.-o~.fo/ihe..use-~I".ihe..s.u~j~ing-'s' po"i;~e'lS'-3"% .... {72 P.S. . 9116 (a) (1.1) (i)]. For dates of death on oratter January- 1, 1995, the tax rate is imposed on the net value of transte!$ to or for the use 01 the surviving spouse is 0% {72 P_S. Ii 9116 (a) (1.1) (ii)]. The statute dnA<l nnt AlCemnl a transfer to a surviVing spouse from tax, and the $tatutory requirements for disclosure of assets and1\I\ng a tax retllm are sllll applicable even if the surviving spouse is the only bene1iciary. For dates 01 death on or aftef July 1,2000: The tax rate imposed on the net value of transfers from a deCeased child twenty-one yeSI5 ot age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent oflhe child is 0% [72 P.$. 89116(a)(1.2)]. TIle tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. 89116(1.2) 172 P.S. %9116(a)(1)1. The tax: rate imposed on thenat value 01 transfers to or for the use of the decedent's siblings is 12% 172 P$. Ii 9116(a)(1.311. A sibling is defined, undel" Section 9102, as an individual who has at least OI1e parent in common with the decedant, whelhe\" by blood or adoplion. P.O. Box 1166, Harrisburg, PA 17108 o PA15002 NTF 29756 Copyrigh12000 GreatlandlNelco LP . Forms Soft~al"9 Only Estate of: Gladys F. Baer 21-2001-0044 The following person(s) are signing the retUITl as representative(s) of the estate: SUsan M. Ditrrer 4097 Darius Drive Enola, PA 17025 REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gladys F. Baer SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FilE NUMBER Include proceeds of litigation & date proceeds were received by the es\ale. 21-2001-0044 All prop. ]olnUy-owned with right of survivorship must be disclosed on Soh. F. VALUE AT DATE OF DEATH ITEM NO. DESCRIPTION 1 Waypoint Bank O1ecking Account No. 1800020794; See tank letter attached. 4,998.82 Accrued Interest 0.55 2 Waypoint Bank Savings Account No. 1860006857; See tank letter attached. 5,001.44 Accrued Interest 1.05 3 1999 Buick Century; Valued fer sales price 10,000.00 4 KLP Enterprises, Inc.; Reirriburserrent re prepaid rent 1,920.00 5 Miscellaneous Depcsit to Estate Acccunt 34.49 6 United Arrerican Insurance; Refund 131.00 TOTAl (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 22,087.35 7 CPA81 NTF 10908 Copylight FOm\s Software Only, 1991 Nelco, Inc. REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gladys F. Baer SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-0044 Debts of decedent must be renorted on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: None B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s} Street Address City Stale Zip Year(s} Commission Paid: 2. Attorney Fees Name: McNees Wallace & Nurick LIJ: 2,300.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 77.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total fran continuation page(s) 597.95 TOTAL (Also enter on line 9, Recapttulation) $ 2,974.95 7 CPA11 NTF 10911 Copyright FOlTIl$ SoftWareOrrly, 1997 Nelco, Inc. <If more space is needed. insert additional sheets of the same size) Estate of: Gladys F. Baer SCHEIJUlE H, PART B -- Administrative Costs Item No. Description 7 AT&T; Balance Due 8 Cumberland County Register of Wills; Filing Fee re PA Inheritance Tax Ret= and Inventory 9 Cumberland Law J=nal; Legal Advertising 10 H&R Block; Preparation re 2000 incare tax retUUlS 11 McNees Wallace & Nurick UC; Costs Advanced as follows: Duplicating LID Telephone Courier Charges $ 21. 00 5.31 20.05 12 McNees Wallace & Nurick UC; Reserve for closing costs re duplicating, pcstage. etc. 13 PP&L; Balance Due 14 The Sentinel; Legal Advertising 15 UGI Utilities; Balance Due 16 United Water of PA; Balance Due 17 Veri=; Balance Due 18 Waypoint Bank; Checkbook Charges 'IOThL. (Carry forward to rrain schedule) . . . . . . Page 2 21-2001-0044 Arrount 2.11 28.00 75.00 177.00 46.36 50.00 23.41 90.59 48.03 9.66 33.29 14.50 597.95 REV-1512 EX + (1-97) COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE Of Gladys F. Baer Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2001-0044 DESCRIPTION AMOUNT 1 Carlisle Hospital; Balance Due 8.00 2 Outstanding' Check at date of death 18.00 3 PA Departrrent of Revenue; Tax Due re 2000 ineaTe tax return (Form PA-40l 65.00 4 PP&Li Balance Due 40.33 5 LGI Utilities; Balance Due 81. 99 6 United Water of PAi Balance Due 6.82 7 VerizoDi Balance Due 23.64 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 243.78 Copyright Forms Software Only, 1997 Nelco. Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Gladys F. Baer 21-2001-0044 RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) See Schedule attached ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. Estate of: Gladys F. Baer SClffiDlJLE J, Part 1 -- Taxable Distributions Item No. Narre and Address of Beneficiary 1 Tirrothy D. 'TI1crras R.R. #2, Box 739 Schuylkill Haven, PA 17972 2 Kelly L. (Thomas) Weist 128 Sumnit Trace Road langhorne, PA 19047 3 Brian E. Sanders 2 Sirmons Road Mechanicsburg, PA 17055 4 Angela M. Sanders 4101 D York Street Harrisburg, PA 17111 5 Tamuy L. (Tinkey) Smith 15 Partridge Circle carlisle, PA 17013 6 Stacy A. Tinkey 75 Bonnybrook Road, Lot 13 Carlisle, PA 17013 7 Georgette M. Tinkey 230 West Sirrpson Street Mechanicsburg, PA 17055 8 Susan M. Ditrrer 4097 Darius Drive Enola, PA 17025 9 Karen L. Fisher 101 South York Street Mechanicsburg, PA 17055 10 Frederick E. Sanders 606 Lavina Drive Mechanicsburg, FA 17055 Relationship Grandson Granddaughter Grandson Granddaughter Granddaughter Granddaughter Granddaughter Daughter Daughter Son Page 2 21-2001-0044 Arrount 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 3,956.20 3,956.21 3,956.21 ] ESTATE OF GLADYS F. BAER PENNSYLVANIA INHERITANCE TAX RETURN TABLE OF CONTENTS (EXHIBITS) A. Miscellaneous Documents 1. Table of Contents - Exhibits 2. Copy - Letters Testamentary issued by Cumberland County Register of Wills to Susan M. Ditmer, and copy of decedent's will dated May 7. 1990. B. Schedule E - Cash, Bank Deposits. & Misc. Personal Property - Waypoint Bank Account information (Item 1.2) WHEREAS, iated May on the 9th 7th 1990 Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2001-00044 PA No. 21-01-0044 ESTATE OF BAER GLADYS F (LJ\.::fl', rlK::i'l', M1UULJ;) Late of LOWER ALLEN TOWNSHIP CUJ.Vltst.;t(LANU CUUNTY, , Deceased Social Security No. 200-22-7096 day of January 2001 an instrumen' vas admitted to probate as the last will of BAER GLADYS F (LA::i'l', r lK::i'l', M1UULJ;) late of LOWER ALLEN TOWNSHIP , CUMBERLAND County, who died on the 27th day of December 2000 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to SUSAN M DITMER who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 9th day of January 2001. , C,J j j r-' In/I / 'l/~/,,~,.0-a/ R{/ /1'//7/ I eg1s er or 1 1S " , **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) ~9df ~ilr anii ~~9m.l'nf . @1 GLADYS F", BAER .. $, GLADYS F. BAER, of 1101 LLndham Court, Apartment 802, Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind, do make, publish and declare this to be my Last will and Testament, hereby revoking and making void any and all former Wills made by me at any time heretofore. In particular 1 revoke the Will which I signed on April 4, 1988 wherein I left my estate to various heirs. I. I direct that the expenses of my burial and all my just debts be paid as soon after my death as may be convenient to my Co-executors hereinafter named. 2. I appoint as Co-executors of this wi 11 my daughter, Susan 11. Ditmer and my son-in-law, Charles N. Ditmer. If either of these two individuals should not gUTvi~e me, the survivor shall act as my Executor. If neither Susan N. 'Ditmer and Charles N. Ditmer survive me, 1 appoint my daughter, Karen L. Fisher, as Executrix. If neither, Susan M. Ditmer, Charles N. Ditmer and Karen L. Fisher survive me, I sppoint my son, Frederick E. Sanders, as Executor. My Executors shall have all powers under law and as further given belo~. 3. 1 give $1,000 1n cash gifts to each of the following individuals who survive me: a) Timothy n. Thomas b) Kelly L. Thomss c) Brian E. Sanders d) Angela 11. Sanders e) Tammy L. Tinkey f) Stacy A. tinkey g) Georgette M. Tinkey These monies shall be the first proceeds paid from the monies in my estate. 4. I give all my remaining property, real, personal and mixed, to my three children, Susan. M. Ditmer, 'Karen L. Fisher and Frederick E.. SUfl.deI's in equa.l shares. If a:ny of my children sh.ould predecease me the survivLng children should be givp.n said property in equal shares. 5. If none of my children survive me, r give all my remaining property, real, personal and mixed, to the following individuals, who survive me, in equ<<l shares: . a) Timothy D. Thomas b) Kelly L. Thomas c) Brian E. Sanders d) Angela M. Sanders e) Tammy L. Tinkey f) Stacy A. Tinkey g) Georgette M. Tinkey 6. I direct my Co-executors following my death to convert all the real and personal property in my estate into cash and to distribute the proceeds of my estate immediately thereafter to the beneficiaries as herein indicated. 7. To the extend that such requirements can be legally waived, I direct thst no Guardian, Executor, Trustee or other fiduciary hereunder ahall ever be required to post any bond or give any security in connection with his or her duties, whether in the Commonwealth of Pennsylvania or elsewhere. IN WITNESS WHEREOF, I, GLADYS F. BAER, hereunto set my hand and seal this /' day of May, 1990. AJ!rl.1{s~)J4a0v/ . GLAD SF. BAER Signed, sealed, published and declared by the above named GLADYS F. BAER as her Last r~ill and Testament in the presence of us, who at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. ~t{ {Ct.t '7h 7(a? t;l?(~( of ~+U/F of * * * ACKNOWLEDG11ENT * * * .~ COMMON\mALTH OF.PENNSYLVANIA COUNTY OF ~Wt1-/d 55: I, GLADYS F. JlAER, TESTATOR, whose name is signed to the attached or foregoing instrument~ having been duly qualiried according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I aigned it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged Public, this 7 day of May, 1990. NOTARIAL SEAL JEAN A. BURKE, Notary Public Camp Hill Boro, Cumberland Co.. Pa. My Commission Expires May 3. 1993 before me, FO&c?.J., a Notary 1; !iu~.{)\j. /~llA/ GLADYS F BAER (Official Capacity of Officer) * * * * AFFIDAVIT * * * * COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~~ SS: We, the witnesses whose names are signed to the attached or Eo~egoing instrument, being duly qualified according to law, do depose and say that we were present and saw the test8tor sign and execute the instrument as her Last Will; that GLADYS F. BAER signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the testator signed the Will as witnesses; and that to the best of our knowledge the teatator, GLADYS F. BAER, was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to day of MAY, 1990. and subscribed to before me by witnesses) this '7 71fLtld- /71. 11 t1-ma Hitness I l-lOH_RI SeAl P bile JEAl-l A. BUR~E. l-l~:;17nd ~o., Po. Camp ~i\\ Boro, Cu", MaY 3. 1993 My cornmisswn Expires q!tUi'/i( ~ / . 1 tne SEAL (Official Capacity of Officer) I I VI Way~q~ ~t LOOK FOR US. WELL GET YOU THERE. JANUARY 17,2001 ELIZABETH QUIGLEY 26 E MAIN ST NEW BLOOMFIELD P A 17068 The information which you requested on the GLADYS BAER DECEASED (Social Security Number 200-22-7096) is as follows. Account Number(s) 1800020794 1860006857 Class of Account CHECKING SAVINGS Date Opened 080797 080797 Principal Balance 4998.82 5001.44 Accrued Interest .55 1.05 Balance at Date of Death 4999.37 5002.49 Account Ownership SOLE SOLE Name of Joint Owner, if any Date Ownership Was Established 080797 080797 Additional Information Requested Sircerely, I[((;t<':-/Il dnI1.71- Kathy L. ~oung jT" y7 Senicr Services REp. ]8583]9824 CERTIFICATE 08]197 32000.00 ] 56.40 32] 56.40 JTO SUSAN M DITME!\ 08]197 4tt, P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com "". /~ - ;2oZ/- 7 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DELANO M lANTZ MCNEES ETAl PO BOX 1166 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-29-2001 BAER 12-27-2000 21 01-0044 CUMBERLAND 101 *' REY-15'i7 EX AFP (12-00) GLADYS F Allount Rellitted PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V = isi'-j-EX--AFP--fi2-:ooi--NO'~ficE--OF-i-NHEifiTAirCE-TAi-A-PPFiA-isEi.rENT~--Ai:.LOWAirCE-(rR----------- - -- - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BAER GLADYS F FILE NO. 21 01-0044 ACN 101 DATE 10-29-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 22..087.35 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 2,974.95 243.78 (11) (12) (13) (14) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Allount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 22,087.35 3.218 7?i 18,868.62 .00 18,868.62 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = 18,868.62 X 045 = .00 X 12 = .00 X 15 = (19)= (15) (16) (17) (18) .00 849.09 .00 .00 849.09 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-11-2001 CDOO0253 .00 849.09 TOTAL TAX CREDIT 849.09 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) C(~~HONWEALTH OF PENNSYLVANIA D~ARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 01-0044 ACN 01114553 DATE 03-21-2001 REY-1543 EX AFP (09-00> t ' I ! j .. \ _.~ EST. OF GLADYS F BAER S.S. NO. 200-22-7096 DATE OF DEATH 12-27-2000 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS o CHECKING D TRUST 00 CERTIF. SUSAN M DITMER 4097 DARIUS DR ENOlA f "'"-to PA I1d25 REMIT PAYMENT AND FORMS TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAYPOINT BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylv~nia. Question~ may be an~wared b~ calling (717) 787-8~27. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1858319824 Date 08-11-1997 Established PART [IJ 32,156.40 50.000 16,078.20 .15 2,411.73 TAXPAYER RESPONSE [~111~FiILURi11mTill1!Rls';'::;. ';'~'.';~~!~lWILlm~!1RES(Ij1lfjm~fIH~~~jAi~~1!0F~IC!IAL1m1TAX1i1~1AssBSi~~111BAieI1ij~ON~~11TKIS[~1~NotICE~1~11' .......................................-...-.-.-.................-.......'....... ...................-...-.....-.'.-.....-.....................-.-...............................................-.........................'.................-...-.-.-.-...........-.-.-.......-.-...........-.-.-...............-.-.-.....-.-.............-...............-...-...................-.-...............-.-.-.......-.. ;:;:;:;:;:; :;:;:;:;:;:;:; :;:;:; ::: ;:::;: ;:: :::;:;:;:::; ::::::: ;:;:;:;~;:;:;:;:;:;. ;::!;:;:;:::;:;:;:;:;:;:;:;: ;:;:;:;: ::;:;:;:::::::::;:::::::::;:;:::;:;:; :;:;:;:;:;:;:;:; :;:;:;~::::::::::;:::::;:;:;:::;:::;:;:;:;:;:;:;:;:;:;:::::::;:::::::::::::::::::::;:;:;:;:;:;:;:;: ;:::;:::: ::::::::: ::::::::;:::::;:;: ;:;:;:;:::;:;:: ::: ;::::::::::::: ::;:;:;:;:;:;:; :;:; ~: :::::::::::::::: ~;:;:::; :::::;:; :::; ::::: ::; . .. . ...- . ... . .... - ...- - ... -. .. - .. - .. -.. .. - ..- ---....-.... - ... ---. .-.-.---- . ..-.-- ....-... ...._-.... ...... - .... -.... .....--. Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Hake check payable to: "Register of Willsl Agent". x x NOTE: If tax payments are made within three (3) months of the decedent"s date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax [CHECK ] ONE BLOCK ONLY A. [J The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. B. [J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent"s representative. C. [J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax r:-at,e, .R.l~ase state your relationship to decedent: VA dLt-I ft;:::; i ~ a ;1 ~~. ~ () J PART ~ TAX LINE RETURN - COMPUTATION 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS PART ~ DATE PAID x "t,.5 7.23.. S~ DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME (7 ) 7) -U ~ - ()"1 q C) \JL,0(L,r> 71~ Ie f,7J1/({>u WORK (1/7 )7(.;,'3 - ~lt" 5 .:S - ;<Cf-D I TAXPAYER SIGNATURE ' TELEPHONE NUMBER DATE /t~/-7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE cK JU * NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1S48 EX AFP (12-00> SUSAN M DITMER 4097 DARIUS DR ENOLA PA 17025 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC AtN' 05-21-2001 BAER 12-27-2000 21 01-0044 CUMBERLAND 200-22-7096 01114553 GLADYS F A.ount Re.itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REli:is~8-Ex--AFP--(i2-:oo1------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-21-2001 ESTATE OF BAER GLADYS F DATE OF DEATH 12-27-2000 COUNTY CUMBERLAND FILE NO. 21 01-0044 TAX RETURN WAS: S.S/D.C. NO. 200-22-7096 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01114553 FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 1858319824 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 08-11-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 32,156.40 0.500 16,078.20 .00 16,078.20 .45 723.52 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-29-2001 AA478221 .00 723.52 TOTAL TAX CREDIT 723.52 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT-- ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) --.. McNEES WALLACE & NURICK LLC ATTORNEYS AT LAW 100 PINE STREET P. O. BOX 1166 HARRISBURG. PA 17108 -1166 TELEPHONE 17171232- 8000 FAX 1717} 237-5300 http://www.mwn.com LINDA M. ESHELMAN ESTATE PARALEGAL DIRECT DIAL: (717) 237-5210 E-MAIL ADDRESS:LESHELMAN@MWN.COM September 11, 2001 VIA CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013-3387 RE: Estate of Gladys F. Baer Cumberland County File No.: 2001-00044 P A Department of Revenue No.: 21-01-0044 Our file: 20461-0001 Ladies and Gentlemen: Enclosed for filing for the above-referenced estate are the following documents: o Pennsylvania Inheritance Tax Return (2 originals). An estate check is attached in payment of the tax due of $849.09. o Inventory (2 originals) Also, enclosed is an estate check for $28.00, the fee to file the tax return and inventory . Please date-stamp the copies enclosed, and return to our office in the envelope provided. Thank you. /-\ :3. \ ours tr.ul\'A '. (llj /J ~UvUcl~ YU ,~ \ / Linda M. Eshelman \,J Estate Paralegal LME/lme Enclosures c: Susan M. Ditmer · COLUMBUS, OH HAZLETON. PA WASHINGTON, D.C. · Register of Wills of Cumberland County, Pennsylvania , INVENTORY Estate of Gladys F. Baer known as , Deceased No. 2001-00044 Date of Death 1 ?-27-2000 Social Security No. 200-22-7096 Susan M. Ditmer Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: (. ~~:~n::: Delano M. Lantz ~~ Irt' '-) ivm.w t..'X'ECU/R~K sePT 51 ~ D() I I.D. No.: 21401 Address: McNees Wallace & Nurick LLC 100 Pine Street, P.O. Box 1166 Harrisburq, PA 17108 Dated Telephone: (717) 237-5 348 Description Value SEE ATTACHED $22,087.35 (Attach Additional Sheets if necessary) Total: $22,087.35 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form RW-7 (Cumberland County - Rev. 9/92) {A277079:} . ., Inventory Estate of Gladys F. Baer FDam 12/27/00 To 12/27/00 Description Accmed Interest Checking Acconnts Wayp8int Bank Checking Acconnt No. 1800020794 0.55 Savings Acconnts Wayp8int Bank Savings Acconnt No. 1860006857 1.05 Misc. Personal Property Vehicle Refunds KLP Enterprises, Inc.; Reirrburserrent re prepaid rent United Arrerican Insurance; Refund Miscellaneous Property Miscellaneous Deposit 1 Value 1,920.00 131.00 12:45 Total 4,999.37 5,002.49 10,000.00 2,051.00 34.49 22,087.35 ----------- ----------- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MCNEES WALLACE & NURICK LLC 100 PINE STREET PO BOX 1166 HARRISBURG, PA 17108 -------- fold ESTATE INFORMATION: SSN: 200-22-7096 FILE NUMBER: 21-2001- 0044 DECEDENT NAME: BAER GLADYS F DATE OF PAYMENT: 09/12/2001 POSTMARK DATE: 09/11/2001 COUNTY: CUMBERLAND DATE OF DEATH: 12/27/2000 NO. CD 000253 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $849.09 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MCNEES WALLACE & NURICK LLC CHECK#124 SEAL INITIALS: PB RECEIVED BY: $849.09 MARY C. LEWIS REGISTER OF WILLS ~WER cOFWillL'L'$ ~ LAW OFFICE ELIZABETH P. QUIGLEY 245 EAST MAIN STREET P. O. BOX 428 NEW BLOOMFIELD. PENNSYLVANIA 17068 PHONE: (717) 582-4335 FAX: (717) 582-7697 November 14,2002 ~ Mary C. Lewis Register of Wills Cumberland County Coul1 House Hanover and High Street Carlisle, P A 17013 RE: Estate ofBaer, Gladys F. File Number: 2001-~ ~tf Dear Ms. Lewis: I am enclosing copy of correspondence I received from you recently. Please be advised that Delano M. Lantz, Esquire, of the firm of McNees, Wallace & Nurick is now handling this estate. I have forwarded your letter and the status report form to him. EPQ:bb enc. -. Cumberland County - Register Of Wills Hanover and High Street Carlislel PA 17013 Phone: (717) 240-6345 .,. ,.. Date: 11/05/2002 QUIGLEY ELIZABETH P PO BOX 428 NEW BLOOMFIELD I PA 17068 RE: Estate of BAER GLADYS F File Number: 2001-00044 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/27/2002 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI f)~Jn~h. MARY C. LEWIS ~ REGISTER OF WILLS cc: File vPersonal Representative(s) Judge ." . ~ oi- ~/' STATUS REPORT UNDER RULE 6.12 Name of Decedent: C~LA ~~ y J:.~ 'BASJ~ ) ~ ~ ~ '7 - dD 0 () Date of Death: Will No. cJ J - 0/- LJ4 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate is complete: yes'/ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No V . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes vi No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 1/) - q - 0 .;L.. )1' ;LCby~ m, J)L'7 (Y)E.t\ Name (Please type or print) t+Oq 1 D~Rl(J S D K. Address-=:. . A l~ ) 7():J.3 'lJ 1 l::..N{JL) TR. ( ) Te l. No. l~ 8 - () I q 0 Capacity: vf Personal Representative .... )ctUoCt,'>"l Signature ~)US('}N. Counsel for personal representative (MAH:rmf/AM3) ... Cumberland County - Register Of Wills Hanover and High Street Carlislel PA 17013 Phone: (717) 240-6345 . Date: 11/05/2002 SUSAN M DITMER 4097 DARIUS DRIVE ENOLAI PA 17025 RE: Estate of BAER GLADYS F File Number: 2001-00044 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. 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