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Home My WebLink About01-0045 Estate of S. Evelyn MacAllister also known as Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS No. J. , - 0 ( - 0 D '-I- 5 , Deceased Social Security No. 207 - 07 - 9177 James H. MacAllister, III Petitioner{s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) [K] A. Probate and Grant of Letters Testamentary and aver that Petitioner{s) is/are the execut or the Decedent, dated 04/18/1991 and codicil(s) dated None named in the last Will of 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 ..,f i:he documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: n/a 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 that 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 Cumber land County, Pennsylvania with his/her last family or principal res:dence at.....?~J_ West Green Street, Borough of Shiremanstown (list street, number, and municipality) Decedent. then _82_years of age; died _ 12/20/2000 at East Pennsboro Twp., Cumberland Co., 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 ir. PM Personal property in County Value of real estate in Pennsylvania $ $ $ $ 5,300.00 100,000.00 315 West Green Street, Shiremanstown, PA 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 a riate form to the undersi ned: Si nature T ed or rinted name and residence James H. MacAllister, III 825 Erford Road, Cam Hill, PA 17011 ) ~'-QDJ - if- Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems. Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitionens) above-named sweans) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitionens) and that, as personal representative(s) of the Decedent, Petitionens) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed Iflm before me this ~ day of v --L4~ ,,/;. :7;~~-c C"c"-'/(?cL-ZC~' es H. MacAllister, III TA ~ 'v~A R t ,-LC>('l I '---\I \c:--w C .1JLL~~"fi1..t V r)'~JjU'-tc) I For ,ho Reg'ster Y -~ I ::::.Jp -', No. e:l ,- 0' - 004 S Estate of S. Evelyn MacAllister Deceased Social Security No: 207 - 07 - 9177 Date of Death: 12/20/2000 AND NOW, I C; ...sA f'-.J l,cF\ R 'i lOC! I ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to James H. MacAllister, III in the above estate and that the instrument(s) dated 04/18/1991 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. Letters. . . . . $ 2.35 .C)Ci 12 DC) (........-." "- G '"L.L ''j-.t .(J' f! y lv AI 1,"-.) Regist.r of Wills Vir.. t... Ii f r"'~rJ:!r FEES Short Certificate(s). $ Attorney: James D. Bogar, Esq~ire Renunciation. $ Affidavits ( $ I.D. No: PA 19475 Extra Pages ( ) . $ q .oC) Address: One West Main Street Shiremanstown, PA 17011 Codicil. . $ c. C'" o .C'J ) Telephone: 717/737--816-1-_. JCP Fee. $ 2/..1 I ,()Ci '-1'"1 (' . ,- 1 fe, I .. (,et" v _/ '\~. /", A { l 1 '- / 'jC .~:' - Inventory. $ Other . . $ ';.~ . TOTAL. $ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) c:::ll - 0 i - 00 J.--j.. S REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Joan E. Brothers CQUit (each) a subscribing witness to the will presented herewith, teach) being duly qualified according to law, depose(s) and say(s) that she was present and saw S. Evelyn MacAllister the testat r ix, sign the same and that she signed as a witness at the request of testat r i x in her 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 9 th day of January ~~l \\vlt A x:UJ "K.-7n . 9Iu-~7'G NotaryPublic ~~~~ NOTARIAL SEAL SUSAN M. HUDSON, Notary Public Shiremanstown Bora, Cumberland County My Commission Expires Oct. 12, 2002 /f.t~ '-L flr,~-d. 'if . Ynl~ i.oan E. Brot~) One W. Main St., Shiremanstown, PA 17011 (Address) (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS James H. MacAllister, III (elsl~ a subscriber hereto, (~) being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of S. Evelyn MacAllist~r coHtcK testat rix of (<mtx~~){~)$~~1bin~own:n~xk)) the will presented herewith and oomit that he believes the signature on the will is in the handwriting of S. Evelyn MacAllister to the best of hl S _ knowledge and belief. Sworn to or affirmed and subscribed before me this (0 TI+- Jan~ ~ "---j)\~ C. ~_L\~_~~2ptl-' '- ./ ,.. J.)-o.-v--- # ;:::;P&'-d~L1:-~&.. jrr- J~es H. Mac ~~tJ~ter, III 825 Erford Road, Camp Hill, PA 17011 '\ (Address) (Name) (Address) ',},.', ['h: 11l'1' ..1 I l~_ I "I' n1;-' f_' ., WARNING: !t is illega! to dupiicate thi.s copy tn! pnotosta1 or pf)Oloqn~ph 7022301 /~~~:~:~";\ (~?~Jt',~~'1f} ., :...?::t.,}_:~~.~. l' . /J /..(1'''''' /;:t,:4t'..At.:/ ' (~ / ./ .:,<II!;; . _ "".~ r/ :,_~~) ~~.- '/ r.... ,.,t.--:2...;,..-t. ,-,p; I ,/ , u ____(j___ 11" p DEe ~ 2 2000 4 Rev. 1/91 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH (Coroner) AGE (Last Blflhday) UNDER 1 YEAR Months Days Evelyn UNDER' DAY Hours Minutes MacAllister SEX 2.Female STATE FilE NUMBER SOCIAL SECURITY NUMBER 3. -20,/ - 07- 9/ r; 1 DATE OF DEATH (Month. Day. Yeal) 4. December 20, 2000 NAME OF DECEDENT (Flfsl MIddle. Lasl) 1. S~ ----- 82 Yrs. ~5. _____ -: COUNTY OF DEATH :: Cumberland .. '.J_Ib. DECEDENT'S USUAL OCCUPATION ;: (~fV;;~i~~iie':'.'io~teu~r;~P,r~do) HOmEIYJI1 K/~r;. :5118. JlOm~mlil<'~R. llb. =. DECEDENT'S MAILING ADDRESS (Slreet C,lyfTown. Slale. ZIp Code) ~ 3fS.W~TC~nNS~~ S HI R E /r1 A IV tro Wr/ 16. p~"S VLJUlHiA /7o/j ::~HER'SNACyi/u~ Last) L1-E By LEre INFOR:tl/;;/;gype/PJI. A1 tl e J} lLisT~b _IlL -... METHOD OF DISPOSITION ~ Burial~ Cremation D Removal from State 0 ;j; DonatIOn D Other (Speclty\ ..21a. ;:;SIGNAT~, F FUNERAL S, ER, VICE"L1,CENSEE OR PERSON ACTING AS SUCH .--22a. "7' ~ e; . ~ 22b. -61 :JS?>2 -, te item -c only n certifying To the basi 01 my knowledge. death occurred at the time, date and place slaled -~ ysician IS not available al t e of death to (Slgnalure and Tlllel ~ certify cause of death 23a. 911ems 24-28 must be completed by TIME OF DEATH -- petson who pronounces death 8 o. 40 ~ . 24. P. M 25. December 20, 2000 27:liART I: Enter the diseases, injuries or complications which caused the death. Do not enter the mode of dying. such as cardiac or respiratory arrest, shock or heart failure - "1 List onty one cause on each line 8c. PLACE OF DEATH (Check only one -- see mstruclions on olher Side) HOSPITAL: Inpstient D ER/Outpalient ~ DOAD g~=,!y) D WAS DECEDENT EVER IN US. ARMED FORCES? Yes D NOB' RACE. American Indian, Btack. White, etc (Sp8Clty) WH tTE. 10. DECEDENT'S ACTUAL RESIDENCE (See ,nstruclions on other Side) 12. 13. 17a. State P.b./ AlS II L /)/1 AI i IJ MARITAL STATUS. Married Never Married, Widowed, Divorced (Specify) 14. tul DOWED SURVIVING SPOUSE (II Wile. give ma,den name) 17b. Coun Did decedent live ina e.(Jh1~Et.J.I1Nh township? 17djC] ~~h~e~~t':7~i~i~~Of ~;THER'S NOLtV;d~ M"5::urn=MfJ R P if INFORMAN8~A~GE:eFgeb'tYfTORotADPCod&l/l}jJ /fILL- P/11 Yo II PLACE OF DISPOSITION. Name of Cemetery, Crematory LOCATION. CityfTown, State, Zip Code or Olher Place 6 - ... ~ (J LLt AI C. flarJJ. C/JhJfllll'-'- / ,oi!lVNSYLl)/1AlJl1 Ih 21d. /'70 II NAMEAND~~DREiSOFFA~T" c }?Q/' ILl^" sr. J.I~(;. 22C.4.).lH>.I)/I...JL 'J'.lmme-L rtl/V'EJ!A(.. 17U"IE :TIJC. jJIJ 1/!/~"0 LICENSE NUMBER DATE SIGNED (Month. Day. Year) 17e. D Yes, decedent lived In Iw! s city/bor< [J DATE OF DISPOSITION (MOnlh. Day. Year) .DU!EMIJ€1.. ~J IllXJCJ 21e. DATE PRONOUNCED DEAD ~Month Day. Yeal) 23b. 230. WAS CASE REFERRED TO MEDICAL EXAMINER/CORONER? Yes~ NoD IMMEDIATE CAUSE (F,nal disease or conditIon -= ft;l:sulttng In death)--P "'J. ~ Sequentially list conditions ::;; " any. leading to immediate .,. cause Enter UNDERLYING _ CAUSE (DIsease or Injury ~ thai inihal.ed e....6flts . resultIng In death) LAST Cerebral Bleed DUE TO (OR AS A CONSEOUENCE OF) Closed Head Trauma DUE TO (OR AS A CONSEOUENCE OF), Fall at Home DUE TO (OR AS A CONSEQUENCE OF)' 26. : ~proximate llnterval between : onset and death i PART II: Other significant conditions contributing to death, but not resulting in the underlying cause given in PART I WAS AN AUTOPSY _ PERFORMED? .,. :~ - .... ~ Yes D d. WERE AUTOPSY FINDINGS AVAILABLE PRIOR TO COMPLETION OF CAUSE OF DEATH? MANNER OF DEATH DATE OF INJURY (Monlh, Day. Year) TIME OF INJURY Aprx. INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED 2... 28b. CERTIFIER (Check only one) 'CERTIFYING PHYSICIAN (PhYSIC,an certrly'ng cause 01 death when another phYSICian has pronounced death and completed Item 23) To the beet of my knowledge, death occurred due to the cauM(a) and man....r ea alated. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Suicide 29. Home 30e. Natural D HomiCide D f)( Pending Inv891igatkm D 0 Could not be determined D Dee. 19,2000 30e. 30b. 8: 00 M. PLACE OF INJURY. At home, tarm, street, faclory, o"lce building. etc. (Specify) 30a. Yes D NO~ NO~ Yes D No D Accident D n.State) t.,Shiremanstown, PA Coroner ~ =- ~ 51 -- - . PRONOUNCING AND CERTIFYING PHYSICIAN (PhYSician both pronouncIng death and certifYing 10 cause of dealh) To the beat of my knowledge, death occumd at the time, dete, and piece, and due to the cauae(aland menner.. atated.. . . . . . . . . . . . . . . . . . . . . . . . . DATE SIGNED (Month. Day, Year) D 31e. 31d. December 21,2000 NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (Item 27) Type or Print Michael L. Norris, Coroner ~ 6375 Basehore Road, Suite #1 ~~. Mechanicsburg, Pa. 17050 .MEDICAL EXAMINER/CORONER On the beaIe of examination and/or Inv.atlgatlon, In my opinion, death occurred at the tlma, data, and place, and due to the cau..(aland manner.. ateted.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . , . . . . . . . . . . . , . . . . . . . . . , . -31a. REGIST 0~,~/1 34. tJ ~ 'l\: ~.. .,/ ~! ~ ':~:~ .~ ~ .~ ,~ '~~, (4 ~i ~~ 1E~st Ifill ~ub Qftst~~ut OF s. EVELYN MacALLISTER I, S. EVELYN MacALLISTER, of the Borough of Shiremans- town, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my son, JAMES H. MacALLISTER, III. SECOND: Should my son, JAMES H. MacALLISTER, III, predecease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) One-third (1/3) thereof to my daughter-in-law, MARY C. MacALLISTER, provided that should she predecease me, I give and bequeath her share unto her issue per stirpes by representation. (B) One-third (1/3) thereof to my granddaughter, PAMELA A. MacALLISTER, provided that should she predecease me, I give and bequeath her share unto her issue per stirpes by representation. (C) One-third (1/3) thereof to my grandson, BRADLEY A. "\1 MacALLISTER, provided that should he predecease me, I give and bequeath his share unto his issue per stirpes by representation. THIRD: Should any of my grandchildren not have attained the age of twenty-one (21) years at the time for distribution tc him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and prin- cipal for the said granchild's education (including college, trade school or other similar training or education), as my Trustee, in her sole discretion, deems advisable. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-one (21) years. In the event any grandchild predeceases me or dies prior to the termination of this Trust, the interest of said grandchild shall cease with any income and principal going to the other grandchild or the separate trust established hereunder for that grandchild's benefit. If, however, said grandchild is survived by any children, my Trustee shall pay the net income of the Trust to or apply the same for the benefit of such children of my deceased grandchild, in such amount or amounts as my Trustee, in her sole discretion, deems advisable for the said child's education (including college, trade school or other similar training or education). Any income or principal not so applied shall be distributed when such children of my deceased grandchild attain the age of twenty-one (21). FOURTH: In addition to all powers granted to them by law and by other provisions of this will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at pUblic or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. .~ 2 I ! i I .~ .. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (0) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified ~ ~ ~ ,~ retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent ~, y ... ~.~ ~ the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever ~ \ manner they consider advisable. FIFTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this will, shall be paid out of the princi- pal of my residuary estate. SIXTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distributable, 3 .. shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint my daughter-in-law, MARY C. MacALLISTER, as Trustee of the hereinabove described trusts, who shall serve without bond and shall receive fair and reasonable compensation. EIGHTH: I nominate and appoint my son, JAMES H. MacALLISTER, III, Executor of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said JAMES H. MacALLISTER, III, I nominate and appoint MARY C. MacALLISTER, Executrix of this, my Last Will and Testament. I direct that my Executor or Executrix, as the case may be, and my Trustee, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this I t day of (~~,.i~- iJ 1991. II /'7 /-) 1: ---'1/ Z ~..1.C~ /):1t'ac....- t?...Et~~ ~ S. EVE N MacALLISTER ( SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address "..---" (/ fa.. "'.. <7 /-) \..... (l '4i;( / , . - x C)t'I.:t-?.LL- /f. --... {j ;-~ l.~. {?~Kkhi (/ Address 4 E- .- CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: S. Evelyn MacAllister Date of Death: December 20, 2000 will No. 21-01-0045 Admin. 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 January 12, 2001: Name Address James H. MacAllister, III 825 Erford Road Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: January 17, 2001 /) )// . Bog ,ai- One West Maii:.t Shiremanstown ~' (717) 737-8761 Personal Representative Counsel for Personal Representative c." Esquire treet A 17011 Capacity: x . SA> ~ C /(Y C2f' ' ~'1' , "1 ,,_' ./ I C-_ OFFICIAL USE ONLY REV-15oo EX + (6-00) REV-1500 INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-2001-0045 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 - HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER D MacAllister S. Evelyn 207-07-9177 E C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-OD- YEAR) THIS RETURN UUST BE RLEC IN DUPUCATEWlTH THE E D 12/20/2000 12/02/1918 REGISTER OF WillS E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T X 1. Original Return 2. Supplemental Return ~ 3. Tdate of death - I-- Remainder Return prior to 12-13-82) APB 4. LImited Estate 4a. Future Interest Compromise (date of death after 12-12-82) s. Federal Estate Tax Return Required HpRL - I-- ...! 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes EplO L.....-. - RAC (Attach copy of Will) (Attach copy of Trust) KOTK 09. 010. D 11. Election to tax under Sec. 9113(A) ES LItigation Proceeds Received Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) $~;J'HI$'$ECJlbN..MUstBE.COMPLE""E[)2:'Atl;ije6RRg~RQNDgNCE&"CONFIDENTIAt1"i[AXINF.d.aMAl:IONfSHo'Uft>lii'fpJRiqIEPt8tQ:~. P NAME COMPLETE MAILING ADDRESS C 0 0 James D. Bogar Esquire R N FIRM NAME (If Applicable) R D One West Main Street E E Shiremanstown, PA 17011 S N T TELEPHONE NUMBER 71 7 /7'37 - 8761 1. Real Estate (Schedule A) (1) 152,548.80 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or (3) None Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) None R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 8,318.81 E (Schedule E) C A 6. Jointly Owned Property (Schedule F) (6) 69,698.19 P I D Separate Billing Requested T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None U L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) 230,565.80 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 7,789.33 0 N 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 867.21 11. Total Deductions (total lines 9 & 10) (11) 8,656.54 12. Net Value of Estate (Line 8 minus Line 11) (12) 221,909.26 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 221,909.26 c 0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T P 15. Amount of Line 14 taxable at the spousal tax U A T rate, or transfers under Sec. 9116(aX1.2) X .0 0 (15) 0.00 X A 16. 221,909.26 (16) T Amount of Line 14 taxable at lineal rate X .0 45 9,985.92 I 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00 0 N 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00 19. Tax Due (19) 9,985.92 20. n 1i!:j~BJ:pKB~R~:~f:XgV:~R~R~qP'g$.tJ~g:A!Jl~F~N[)\Qf:.AN:9V~RP,A'(,M~~J1%1 . .;: ;};;-::..; ~;-;; - ;.- ;;,. " ....... ...,....:~.:...:.:.:-..,.,..:....'..... .....h ...-..........'.'...,-...,......-..".. C ~::;::_);:},::-:~::'::-:..:::;-: ;";;':", - - ~~, , ?:q~>:BE.SURETOANSWERALL;QlJES.IIONS.ONREVERSESIDE"NDT.O'RECHECKM"TH\,,;G~([~*Iffi:t%t~iill..i&%illr~ Copyright (c) 2000 form software only The Lackner Group, Inc. FormREV-1500 EX (Rev. 6-00) If Decedent's Complete Address: STREET ADDRESS 315 West Green Street CITY r STATE I ZIP Shiremanstown PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 9,985.92 0.00 9,447.75 497.25 Total Credits ( A + B + C) (2) 9,945.00 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty ( 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. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WillS, AGENT mmmmllllllll~~I~~~~II~~~!~!II~~~II~I~IE[~Wt~~I"ci3~1~~~~l~I~I!!~~ll~~~~jll~~l!:!m[!~ll!i!~!!~~!~!I:!~II~~II!~~!f~~~~l~~!lil!!llm!i 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . ~ ~x~ b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ...... D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 40.92 0.00 40.92 IT] [!] IT] Under penalties of perjury, 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 of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN \ ' ~. ,. / .:/-. / / C i. t-Z-4!:-Ci.-: / /f .' ~Cl..'l' ...~.. / I .'.:( '-.~' _'J.-' 09/12/01 James H. MacAllister III 825 Erford Road ----------------------------------------------------- Camp Hill, PA 17011 James D. Bogar Esquire One West Main Street - - -shii--e~~~-;t;~ ~ - PA - - riair - -- - - ---- - - - - - --- - -- DATE DATE 09/12/01 For dates of death on or a er J Iy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivingspouseis3%(72 . . 9116 (a) (1.1) (iJ]. For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% (72 P.S. 9116 (a) (1.1) (ij)]. 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 or for the use of a natural parent. an adoptive parent. or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(aX1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. A sibling is defined. under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blood or adoption. Copyright (el 2000 form software only The Lackner Group. Inc. Form REV-1S00 EX (Rev. 6-00) , REV -1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S. Evelyn MacAllister SS# 207-07-9177 12/20/2000 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 All that certain piece or parcel of real estate having erected 152,548.80 thereon a dwelling house being known and numbered as - 315 West Green Street, Shiremanstown, Pennsylvania, being Tax Parcel No. 37-23-0557-063. The property was acquired by James MacAllister, Jr. and S. Evelyn MacAllister, husband and wife, by Deed dated August 10, 1978, a copy of which is attached hereto and incorporated herein. The said James MacAllister, Jr. died November 29, 1986 whereupon full and complete title became vested solely in S. Evelyn MacAllister, the decedent herein. It is respectfully suggested that the fair market value of the real estate is as follows: 9760 (county assessed value) x 15.63 (common level ratio factor) = $152,548.80. SCHEDULE A REAL ESTATE FILE NUMBER TOTAL (Also enter on line 1, Recapitulation) $ 152,548.80 (If more space is needed, insert additional sheets of the same size) CODyright(c) 1996 form software only CPSystems. Inc. Form REV-1502 EX (Rev. 1-97) ~ No, 536 f"EE,~1 ~II'LE IJI':I<:II-T,rpewrilt., m:ijis 3Jubruturr1 jjJ{abr wltr 10th day 01 August in the yeflr 01 Ollr Lord Or..' Thousand lline Hundred and seventy- eight (1978). ilrhurru ARCHIE B. ERWIN and JEAN D. ERWIN, his wife, of 315 West Green Street, Shiremanstown, Cumberland County, Pennsylvania, GRANTORS, Parties of the First Part, - AND - JAMES MAcALLISTER, JR. and S. EVELYN MacALLISTER, his wife, of 736 Meadowwood Village Hills, Kentucky, GRANTEES, Parties "1 the ,econd part, .itnrssrtllThtl' '"l' I<,lid",,,,/ ies "f 'lie lirs' purt, lor and ill !:uIIRidrrtJli,," "1 the ,um 01 SIXTY FOUR THOUSAND NINE HUNDRED:-,-----($64,900.00)--------- Dullars, IUlClu/llll)/I/'Y ul tlee U,.i/rd Slal('1J of Americu, u:ell and trllly paid by the .aid par' ies of III, lI(,cO/III T'art to tlee Baid pa'" ies 01 tlee li"lIt pad. at a"tillelmoe the Bealing and dclivery 01 tl"'M /weRelltJl. U,e receipt u.~hnreol is hf'r('by ack,wu:lcdgcd, '1ntllt,'d. !J',rguillrd, IlUld, aliened. ellfeolled, ,oelcused, cOllrcJjcd (Ind cunfirmed und by tllc,e 11/"1'1(clI16 dlJ Urlllll, 1"lry,,;,,, I<rl1. "li"II. r"frull. ,'elease, coru:ey, amI con/i,.,,, ,mlo tlle ,aid part ies of ,h,. /I(.(.,,,,,t T'lfr/ their heirll ""d '1IIIIif/IIII, 1\11 THAT CERTAIN piece or parcel of land situate in the Borough of Shiremanstown, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the northern line of Green Street, said point being at the dividing line between Lots No. 8 and 9 on the hereinafter mentioned Plan of Lots; thence along said dividing line, Nor~h 23 degrees 24 minutes West, one hundred thirty-five and thirty-'five hundredths (135.35) feet to a point; thence North 74 degrees 10 minutes East, eighty-five and seventy-five hundredths (85.75) feet to a point on the dividIDng line between Lots Nos. 8 and 7; thence along said dividing line South 23 degrees 24 minutes East, one hundred twenty-four and six hundredths (124.06) feet to a point on the northern line of Green Street; thence along the northern line of Green Street, South 66 degrees 36 minutes West, eighty-five (85) feet to a point, the place of BEGINNING. BEING Lot No.8, Block "G" on Plan No. 7 of Shireman Manor, said plan being recorded in the Cumberland County Recorder's Office in Plan Book No. 14, Page 4. BOOK z:;,7 r^GE 528 COMMONW[AITH OF PENNSYLVANI' - ~ t~~~;:~::,~.:F ~16 49. 0 oj I P.B.11162 = mec.h ~."1.'c .sh./ Sc;hool m~t. Cumbo Co., ~. ~ R....l bt.t. Trusf.r tu tl L-r/" /b-r3d-f-~ ~..:..2!t~tJ ~mt. '~';'L';--. - . ~~~ /I-. ~Q. . ~, C~. ~. ;,.,t. ~ J S ~ :l,.elYl'tJrls.f'loVr} orotf9" of ...............1-......... Cumbo Co., Pa. ~ R..I Eat.t. Tr.n.f., Tq D~:?~n1t.~.~.y.:~ ~~---//~~ Cumbo Co. Oiat. e.t. A~t. A::s c., 800K~7 PACE 529 ~ -. i . - . :b- e=: c-J ;0 g~g "tI .:c (') ;(1 ....~o<.:J ~ ;u~~~ (nr-r". -' -<?;~~ ~~~;; ~<:')CJM i: ~ g: 0 _..c.....,., -( (,0 -. :x: m CT'> W +:" ~- ~ , ::t:: -.":j <:::lO HAVING THEREON ERECTED a one-story brick dwelling house with two- car attached garage, said premises bein~ known and numbered as 315 West Green Street, Shiremanstown, Pennsylvania. BEING THE SAME piece or parcel of land which B. Glen Coons and Joanne R. Coons, his wife, by deed dated November 4, 1974, and recorded in the Cumberland County Recorder's Office in Deed Book Volume ~~-0J, Page dl7! , granted and conveyed unto the Grantors herein. UNDER AND SUBJECT, NEVERTHELESS, to easements appearing on record on said Plan and to the restrictions as set forth in the Cumberland County Recorder's Office in Miscellaneous Recbrd Book No. 150, Page 596. Wngrtl1rr with all and singular, the tenements, hcrellitlllllentll ,wd rI/llIllde,wncc" 10 the IIIHnt bc1'lIlging or in anywise appC1'taining, (InrI the ,..('vcr.~;'m '/.11,l "C1;erRillll.~, "/'1IIII;lIl1rr ,w,l r/,/IIa;III1I.,.II, rents, is.me.~, and profits thereof; An.il nhHl all the cstate, rigllt, title, intcI'est, IH'Ollcdy, claim IJnd demand whatsoever, both in lafO and equity, of the saill llUd ies of the find Il1/d, of, in, III or out of the said p,'emises, and every part and I)(/TccI Ihcn~(}f wn l1UUe UUr. to 1101b the said premise.~, with all IInrI sin,Qulllr the 1I/I1l11rl/,TII",cCIl. I/nlll the said llart ies of the second part, their heirs rind rI",~ign.q, tll rind fm' tlll! onlYlwoller use mHL behoff of the Baid part ies of the IIceon,] pad, their hei,'s a1ld rI""ign, forever, Aur. they, THE SAID parties of the first part, their h cir", executor., and administrators, do /'!I th eliI' fIt'eRen I." CIJt1I"W n I. 0,-1/ n t filii/ a !l"/, I' I II II Ilfl with the .,aid part ies of the second part, their hl'inr anti assigns,that they, thesaid parties of the first part, their heirs all and 8ingular the hereditament" and premi.~es hercinabove de8cribed mHI gl'll7l I,~tlllr mCII tiollcll, IInd intended 80 to be, with appurtenances, unto the saieL IlaT't ies of the 8ecoII,l Il1lrt, their heirs and assigns, again8t the said part ies of the first part and their heirs and agrrin,qt all ,md (1)ery other person 0,. person. whomsoever, lawfully claiming or to claim the .~l1m{' 1)1' 'I/I!! llt1T"1 thl!rl!of, they shall and will, by tllcse ll7'e8ent.y, WilRRAN7' ANO FOR EVER DEFEND 1111 Biturnn llmllrrrof hereunto Bet their handS the Baid pad ies of the fir.qt part hllve aad "al ~ /he :ay and y,"r 'i.., abo~. ..dlt... ........~L,...,6~....... (SJoJA/,) Archie B. Erwin Signed, Senled and Delivered in the Presence of ~.!~>~~:,:::.: cJean"'6~ EtCl~ .................. ........................................... ( S fl 11 J,) (S HiI T,) ..... (sJoJIIJJ) (SEAl,) (8fJAI,) (8BA!') (R8"!'1 (SBAI,) (S 17" J, I (SnilT,] (-"/JAr,i 800K V7 P^GE 530 OUMMUN1I'B1LTlJ Oft' l'ENNSYLV.-1Nl~ l /:. In. 1 "If ___A ) 88' OOUNTY OF ..L1li]~l..If..L............. . I . If. - I . Oil thill, the ....lO~.~..... day oj ..........WLp~..............................., ID.l.l, be/ore "If ..........Cl....:~.~ ...e~.............t'.:...........:......................................, tlte under,lgned I) IllC~"1l1 I Y CI [I}JUII I ~l .....M~~...fi.,. ..c:../.LI....Ll:.....CLIr.J.C!....9L,~...I2............ ...... .. ..~;.:J;. ::'~':'" .~..... ...... ;....... ..:. ..~....... .............. .................... .... ............................... ............................. .................... ............................................................................................................................... k1IOICII to lIIe (or sutisfuctori/y proven) to be the person 0............. whose t1amed.....I1.J1-:I"..~.~.R.t!ri1Jed to -....-i1\~ ..7] L~ - the lV.itJdu iIlS.t"IWIC1l1, llllllllckllou;{edg(:d lhlll .....~ he .t....... eillectlted the ...~~~",!?r..,"t1I,!\!,(~;.OI,. IIIt'relll cOlltClIIICd. j ;":,: la,'- ~'I. t IN S~f..{N'~: ltiiir~/I~Y~Ui!i ~Jrl~~' I hereullto set my halld alld official seal. ;, .' ~ _ ,. ; -, . I - .~...a..,..'::-!.y ~. ~ ~ . ~ !.t.:~...... My Commission Expires Oct. 22, 1979 . .. '. ""M-J..~~.. ~': 1I y COITUnlllSlon CilIplres. ....................."..'.:...,.J..~..........,.,............. '/f, . ',1 I hereby cel'tify lhllt Ihe J.re;::=ee:J!!Ae Gra~, in tILe within Dcifdjifl.....L................ .................::?.J.:>.:..u(""+~.:~I.t~;;.:;;.~::];..............:::::::::y.. ......................S::I.Ik.l.&m"""". ...................t...::~::.:::::::::::::::::::::::2f.=:;(.:::::~:;j Attorney for Orantcll. I :. I .- ~ H .. " .. .II ~ '" 'E E-< Ii;t ~ D :I: ~ ..... I .. ~ I 1 () ] ..: 0 ~ ~ ~ on oQ ~ 01 ~~ rc:l "" <l ~ .... ~ . ..; ~ ~ .f! Cl ~ 0 ~ 'E ..,. .. " M ~ 8 ... 1 7; f .... ci .. I:l () u :3 .. 8 >- () ~ ..... la .. ;.., "C .., 0 .. ] CJ Q.. ~ '1:l :' :;: '0 f .. 1-0 ~ .. t> wi ~ '" 0 <l a> J.o .:: c,,; 'E ~ cd C C (l; fil Cl Cl ~ Q ~ 8 8 f'()JfJIONlrEAL1'1I or I'NNNSYLJ'ANI..t } {~J~. COUNTY, SS: lRl'corc.L'c. In the Office for Recording of Deeds, Mortgages, etc., in and for the Count~9f~~ in Deed Book;;;?;;".... Vol. ..d?7... Page.~--c9(f. lTlitUL'fiU My Hand and Seal of Office, this .4,~...,...... day of .~......... Anno Domini 19~~ ~ ~---J 800Kz,27 PACE 531 :R ~ REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE T A:J( RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER S. Evelyn MacAllister SS# 207-07-9177 12/20/2000 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Bankers Life and Casualty Company - Refund VALUE AT DATE OF DEATH 72.46 2 HGSAdministrators - Medicare paYment 61.90 3 State Farm Mutual Automobile Insurance Company - Refund 15.30 4 U.S. Treasury - 2000 Federal income tax refund 81.00 5 U.s. Treasury - Tax relief check 48.15 6 1982 Chrysler Sedan, VIN 2C3BF66KSCR224S61 - fair market value per attached appraisal 1,200.00 7 Contents of home and personal property - per attached appraisal 4,050.00 8 2 Rolling Green Cemetery Company - Block H, Section IS8A, Graves 1 and 2 (value per attached letter) 2,790.00 TOTAL (Also enter on line 5. Recapitulation) $ 8,318.81 (If more space is needed. insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc, Form REV-150~_EX (Rev,_'-97) /1fL ch~S~1l.. "A CUT ABOVE THE REST" fPIINIlEl/'f AUTO SALES, INC. / 4/01 V;,J:tf:. ). C 38 F" J<5 C.R 2 7rr.j~' I j~ Wh6Wl r J.. v vt'lJ CM teM1 . -ht,1L yY1~ v.kI\J~ of Aove- uJrJt.- I~ AtP! · "-i --r~ 701 E.Locust Street, Mechanicsburg · Rt. 11 &15, Summerdale · 532 W. 4th Street, Lewistown 1702 Harrisburg Pike, Carlisle · 200 N. Walnut Street, Mechanicsburg · 823 Rt. 15 North, Dillsburg l/200 .'. ~~~ ~~f,t ( to; I I.: I.: [I It.' ~ I, I ~ =I:. , _ . : II I ;I :.J =- ~ 'I ~ ' ~.... .~ t. 'I:. h' I r:. 1 ,j 'J]ifi'~. ....' . .. .., ........ .. · DEPARTMENT OF TRANSPORTATION CERTIFICATE OF TITLE FOR A VEHICLE U$ued in accord;;nce with s-;d~~TTos-;;jth;-v--;;hi;;kC;;de,-'Fiik'75, P-;~JlS).iva;;;C-;~~lidated Statutel ACCOUNT CONTROL NUMBER 995 8b3392~3001.8-57 420b EVELYN S MACALLISTER 315 W GREEN ST SHIREMANSTOWN CODE LEGEND A-ANTIQUE VEHICLE C -CLASSIC VEHICLE E-ELECTRIC VEHICLE F-OUT OF STATE VEHICLE P -FORMERL Y A POLICE VEHICLE 1 ~"'."";"'~'''''''''__~'''''''''''.'",,_'''''''''R-RRONITRq~TED VEHICLE X-FORMERLY Ii. ~Al<1 PA 1701.], .C .;'~Ci. _~,r ~ r"~ L ;: i l .~u '" '-.:0 -'"'" ' .~ CODES ~ ........;........t<::.....U> 1/ MA'l, QRossCDMILWEIGHT .... "25> OCl(liMtTE;.efHOUs.IA.'t:fiU ReH. TITLE NUMBER 2C~~':FJ:l6J( 5_C~.??!i Sb:L.... "':"":':':.:;"'\):. . VEHICLE IDENrtj!iCAiION=.NUMBER ~1.::ii9o~lb':' ,;i\\~.e5ii~~"." . ", :::;\/~. .'. ,<:;~:~{.- : :':}':~'. ,~.:;:~?::;..., ..:. ... I:R'~'S~::~T'.;::.:...~.':.:....-..,'t.l.e"~'."l.",-.-:dE~.~N:~'.........)~~&....:.:~.;fe,OJ.;;,:-$U6~ tJ#he, fonotAirilieiJa.......: ::'.. - .'..,........~.......~:.. . ;w . ':.>.:>,::.>"" ..:..:.>':tIEN REtE'ABED': .....'- tA VOR OF-; .'. - ,':::.:':,/x ,..' . . .......:,>.... "... . . P.ATE .~ . .L_~::.:~>~=-=:::_~_._c~:;:.~~:::,:7t;;-("- - _. -- --. _._. - AUTHORIZED REPRESENTATIVE SECOND LIEN FAVOR OF: LIEN RELEASED DATE LIEN HOLDER BY I certify that reasonable diligence has been rued in examining the statements presen ted in the application for Certificate of Title to the vehicle described hereon, and that the proof of ownership of said vehicle presented with said application warrants the issuance of this certificate naming the applicant as lawful owner of said vehicle. Wherefore, I certify that as of the date inscribed hereon, the official recorcU of the Pennsylvania Defartment of Transpor- tation reflect that said applicant is the lawfu owner of said vehicle. AUTHORIZED REPRESENTATIVE ; 1 ~ '~4 ~i~~'~,+)~~ ;t..' ~, ~ . i--:;' :~~~:, ,']J? i;~~';O: '. ..3~( #.,:;:.e:'Yr----:- lliOMAS 0. LARSON Secretary of Transportation ------. ~PPR~\S~L . sT1:.~ .2 - tAl. , O,'D ).;2. -J--D DD "ALUE 3b 01> ) of) 4 v b/) lJA,bj) ~tJD IDO tJl) / O. f)() 0-0 ()o Djo v J;LO I b b JSb 61> ~bOIOb ~O /) /JD 1:2-6,6 h i.5"Q,OD D DO 3D. 4 D je .l1o JD OIOD SQ 6D Jbb.Oi> ~ ,6u ~,O~ :2P.. t OD ~() , b~ bl~~ 3D ,Db 1-:P. I 6 ~ /0,0'0 3 6i> J.S DO is,()t> 5'P- aU D 60 ~b I ()5 36 66 PfOpert~ 01 . S I f;:\I tt- 'I tJ . \(! r AU094-L :d bY ChUC\( E. BrlC e \1 EM /"ilt:-<~ "ALUE b6 60 ~ >>, Ou /SD ,. D'l:. /-5'7J I 6 D L- ,.':1 I ~" .~,., ROLLING GREEN CEMETERY COMPANY "The Perpetual Care Cemetery" HARRISBURG'S FIRST MODERt"i LAWN TYPE CEMETERY NON-SECTARIA..l\l' Park Office 1811 CARLISLE ROAD CAMP HILL, PA 17011-5910 761-4055 FAX 761-4826 May 16, 2001 James H. MacAllister III Executor for the Estate of Sara Evelyn MacAllister 825 Erford Road Camp Hill PA 17011 Mr MacAllister: The property in block: H, section: 158A, graves: 1 and 2 are valued today at $1395.00 each. -dlla Ii · _ Tina Smith Community Service Counselor 'c. REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S. Evelyn MacAllister SCHEDULE F JOINTL V-OWNED PROPERTY FILE NUMBER SS# 207-07-9177 12/20/2000 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME James H. MacAllister III ADDRESS 825 Erford Road Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Son B. Pamela A. MacAllister 2657 Canby Street Harrisburg, PA 17103 Granddaughter c. Bradley A. MacAllister 1818 S. Lakeshore Blvd. Austin, TX 78741 Gr ands on JO INTL Y -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DEATH DECO'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for Jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 C 08/30/96 Allfirst Financial Inc. - 5,017.43 50.00% 2,508.72 Certificate of Deposit No. 870008140471798, date of death balance $5,000.00, accrued interest $17.43 2 A 07/28/78 Allfirst Financial Inc. - 36,098.70 50.00% 18,049.35 Checking Account No. 0057030081, date of death balance $36,074.75, accrued interest $23.95 3 A 07/23/80 Allfirst Financial Inc. - 14,013.00 50.00% 7,006.50 Savings Account No. 87005314613050, date of death balance $13,996.89, accrued interest $16.11 4 A 07/22/96 Allfirst Financial Inc. - 15,065.58 50.00% 7,532.79 Certificate of Deposit No. 87008140380563, date of death balance $15,005.79, accrued interest $59.79 5 A 08/27/96 Allfirst Financial Inc. - 10,049.02 50.00% 5,024.51 Certificate of Deposit No. 87008140465941, date of death balance $10,000.00, accrued interest $49.02 Tota 1 of ContinI.; ation Schedule(s) 29,576.32 TOTAL (Also enter on line 6. Recapitulation) $ 69,698.19 (If more space is needed insert additional sheets of the same size) Coovriqht fC\ 1996 form software only CP$vstems. !nc. EormJ~E'I-15uq r;:y ,::1Q" ~_:L'L_ Estate of: S. Evelyn MacAllister Soc Sec #: 207-07-9177 Date of Death: 12/20/2000 Continuation of Schedule F (Jointly Owned Property) Item Ltr for Date # Jt Ten Joint Description of property Total Val of Asset Decds % Int Dollar Val of Decds Interest 6 A 27,069.94 10/15/86 Waypoint Bank - Certificate No. 555295855, date of death balance $54,000.00, accrued interest $139.88 7 B 11/27/96 Waypoint Bank - Certificate No. 55529953, date of death balance $5,000.68, accrued interest $12.07 54,139.88 5,012.75 50.00% 50.00% 2,506.38 29,576.32 IA iii allflrst Allfirst Financial Center N.A. P.O. Box 900 Millsboro, DE 19966 February 6,2001 James D. Bogar Attorney At Law One West Main Street Shiremanstown, PA 17011 RE: Estate of S. Evelyn MacAllister Date of Death: December 20,2000 ~~~::.ll s~ =~:tj" l'11Unbt"r: 2':'7 -07 -9177 Dear Mr. Bogar: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type. . .. .... . .. ...... .......... Certificate of Deposit Account Number....................... 87008140471798 Ownership (Names oj).............. S. Evelyn MacAllister or Bradley A. MacAllister Opening Date.. .. .... .. . . .. .. .... .. . .. . .08/30/96 Balance on Date of Death....... ..$5,000.00 Accrued Interest $ 17.43 Total......................... .... ...... ....$5,0 17.43 2. Account Type........................... Checking Account Account Number....................... 0057030081 Ownership (Names oj).............. S. Evelyn MacAllister, James H. MacAllister III Opening Date......................... ..07/28/78 Balance on Date of Death... ......$36,074.75 Accrued Interest $ 23.95 Total.......... .................. .... ... ....$36,098.70 " . . Page 2 February 6, 2001 3. Account Type........................... Savings Account Account Number....................... 87005314613050 Ownership (Names of).............. S. Evelyn MacAllister, James H. MacAllister III Opening Date......................... ..07/23/80 Balance on Date of Death........ .$13,996.89 Accrned Interest $ 16.11 Total............................... .... ....$14,013.00 4. Account Type.............. . . . . ., . .. . ... Certificate of Deposit Account Number....................... 87008140380563 Ownership (Names of).............. S. Evelyn MacAllister, James H. MacAllister III Opening Date.. ..... ...... ............ ..07/22/96 Balance on Date ofDeath.........$15,005.79 Accrned Interest $ 59.79 Total..................................... ..$15,065.58 5. Account Type.. ... ....... .. ............. Certificate of Deposit Account Number.................... ... 87008140465941 Ownership (Names of).............. S. Evelyn MacAllister, James H. MacAllister III Opening Date...........................08/27 196 Balance on Date ofDeath.........$10,000.00 Accrned Interest $ 49.02 Total................................... ....$10,049.02 TIlls letter does not include any accounts in which the deceased may have been listed as power of attorney, custodian of uniform transfers, representative payee, or trustee under a written trust agreement. . Page 3 February 6, 2001 For any additional information on these accounts, please contact our branch at: 5219 Simpson Ferry Road Mechanicsburg, PA 17055 Phone: (717) 255-2031 Sincerely, Charl~=n~a::::t:~ (302) 934-2722 t-, WaY(:tqint LOOK FOR US. WE'LL GET YOU THERE. JANUARY 16,2001 JAMES BOGAR ONE WEST MAIN ST SHIRESMANTOWN P A 17011 The information which you requested on the S EVELYN MCALLISTER DECEASED (Social Security NUlnber 207-07-9177) is as follows. Account Number(s) Class of Account 555295855 55529953 CERTIFICATE CERTIFICATE 101596 112796 54000.00 5000.68 139.88 12.07 54139.88 5012.75 JTO JTO Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Natne of Joint Owner, if any JAMES H MCAlJ.ISTtJtPAMELA MCALLI.S 11:(( Date Ownership Was Established 101596 112796 Additional Infornlation Requested PLEASE COMPLETE W-9 K;'i2~ Fathy L. yarrf - () Senior Services REp. P.O. Box ,71" HARRISBURG. PENNSYLVANIA 17105-1711 Tell F!,EE I-B6_6-W~YPOINT (1-866-929-7646) . www.waypointbank.com REV - 1511 EX + (1 -97) COMMONWEALTH OF PEN NSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF S. Evelyn MacAllister Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SS# 207-07-9177 12/20/2000 DESCRIPTION AMOUNT FUNERAL EXPENSES: 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address C~ S~~ Z~ Year(s) Commission Paid: 2. 3. Attorney's Fees James D. Bogar Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 6,562.50 City Relationship of Claimant to Decedent S~te Zip 4. Register of Wills 261.00 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Chuck Bricker, Auctioneer - Personal property appraisal fee 75.00 2 H&R Block - Preparation of 2000 Personal Income Tax Returns 113.00 3 Jeffrey Miller - Furnace and chimney service call 203.60 4 Recorder of Deeds - Fee to record Deed 26.50 5 RESERVES: Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return and First and Final Account 300.00 Total of Continuation Schedule(s) 247.73 TOTAL (Also enter on line 9, Recapitulation) S 7 , 789.33 (If more space is needed, insert additional sheets of the same size) ~ooyright (c) 1996 form software only CPSystems. Inc. Form REV-1511 EX (Rev. 1-97) . ' \ I 1\ Estate of: S. Evelyn MacAllister Soc Sec #: 207-07-9177 Date of Death: 12/20/2060 Continuation of Schedule H-B7 (Other Administrative Costs) Item II Description Amount 6 Rolling Green Cemetery Company - Fee to transfer Deed to James H. MacAllister, III 50.00 7 Roto Rooter - Service call 197.73 247.73 REV-~lZ EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S. Evelyn MacAllister FILE NUMBER SS:/I 207-07-9177 12/20/2000 Include unreimbursed medical expenses. ITEM NUMBER 1 10 11 12 DESCRIPTION Comcast - Final tv cable bill AMOUNT 29.03 2 Davis Pulmonary Assoc. - Medical bill 6.88 3 Howard Roy Cohen, MD - Medical bill 231.11 4 Lower Allen Township - Sewer bill 24.00 5 Montour - Fuel oil 327.79 6 PAWC - Water bill 50.67 7 PP&L - Electric bill 57.48 8 Reza G. Azizkhian - Medical bill 19.67 9 State Farm Mutual Automobile Insurance Company - Premium due 17.09 The Hamilton Collection - Gift ordered prior to date of death 34.90 Verizon - Telephone bill 36.88 Waste Management - Refuse bill 31.71 TOT At (Also enter on line 10, Recapitulation) $ 867 . 21 (If more space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems.lne. Form REV-1512 EX (Rev. 1-97) REV- ~13 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S. Evelvn MacAllister. NUMBER I. SSfI 207-07-9177 FILE NUMBER 12/20/2000 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] James H. MacAllister III 825 Erford Road Camp Hill, PA 17011 Son AMOUNT OR SHARE OF ESTATE Rest, residue and remainder of Estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (It more space is needed. insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group. Inc. 0.00 Form REV-1513 EX (Rev. 9-00) " .. v 1Ettgt 1ll1Iill nu~ mt5tttl1ttttt OF S. EVELYN MacALLISTER I, S. EVELYN MacALLISTER, of the Borough of Shiremans- town, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my son, JAMES H. MacALLISTER, III. SECOND: Should my son, JAMES H. MacALLISTER, III, predecease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) One-third (1/3) thereof to my daughter-in-law, MARY C. MacALLISTER, provided that should she predecease me, I give and bequeath her share unto her issue per stirpes by representation. (B) One-third (1/3) thereof to my granddaughter, PAMELA A. MacALLISTER, provided that should she predecease me, I give and bequeath her share unto her issue per stirpes by representation. (C) One-third (1/3) thereof to my grandson, BRADLEY A. MacALLISTER, provided that should he predecease me, I give and bequeath his share unto his issue per stirpes by representation. THIRD: Should any of my grandchildren not have attained the age of twenty-one (21) years at the time for distribution tc him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and prin- cipal for the said granchild's education (including college, trade 4; ... school or other similar training or education), as my Trustee, in her sole discretion, deems advisable. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-one (21) years. In the event any grandchild predeceases me or dies prior to the termination of this Trust, the interest of said grandchild shall cease with any income and principal going to the other grandchild or the separate trust established hereunder for that grandchild's benefit. If, however, said grandchild is survived by any children, my Trustee shall pay the net income of the Trust to or apply the same for the benefit of such children of my deceased grandchild, in such amount or amounts as my Trustee, in her sole discretion, deems advisable for the said child's education (including college, trade school or other similar training or education). Any income or principal not so applied shall be distributed when such children of my deceased grandchild attain the age of twenty-one (21). FOURTH: In addition to all powers granted to them by law and by other provisions of this will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguiSh restrictions on real estate. 2 4 ~ (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this will, shall be paid out of the princi- pal of my residuary estate. SIXTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distributable, 3 '4 ' .. ,. .. shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint my daughter-in-law, MARY C. MacALLISTER, as Trustee of the hereinabove described trusts, who shall serve without bond and shall receive fair and reasonable compensation. EIGHTH: I nominate and appoint my son, JAMES H. MacALLISTER, III, Executor of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said JAMES H. MacALLISTER, III, I nominate and appoint MARY C. MacALLISTER, Executrix of this, my Last will and Testament. I direct that my Executor or Executrix, as the case may be, and my Trustee, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this I f day of r:t~,.i!.- 1991. J t:cr )7~" cij~ i;~ S. EVE' N MacALLISTER ( SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. (Joti",;' 10 J. &4"4/ Address t~ t.. dht--t:kld Address 4 .~ .. 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 BOGAR JAMES 0 1 W MAIN STREET SHIREMANSTOWN, PA 17011 u_u___ fold ESTATE INFORMATION: SSN: 207-07-9177 FILE NUMBER: 21-2001- 0045 DECEDENT NAME: MACALLISTER S EVELYN DATE OF PAYMENT: 09/13/2001 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 12/20/2000 NO. CD 000257 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $40.92 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JAMES H MACALLISTER CIO JAMES 0 BOGAR ESQUIRE CHECK# 594 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $40.92 MARY C. LEWIS REGISTER OF WILLS ;0- 17) :>-' w C\. <D :> w a: r-- t() -r-t 00 r- ""'" <( <C ci Z >< <s: .... W .... <s:<S: -.... ZOO <s:W >0 .....z ><( oow Zu ffiz a.<s: .... i:2 w ::x: z <( z <( ~ en >- w (/)WX 0 ~::>~ 8 WZ..J ro ~~:5 C\J o~9 r:: Iu..~ <( ~oo CL <(~~ 0 WZLl.oa: ~~O<D::> 5~::)gffi :Ea:o(C\!- :E~~h:~ ow::)w<( aomOI I- Z :J o 2 <( I- 0. - W o w a: ...J <( - o - U- U- o I- m..Ja: o Z2a:W OWl-CO <(UJZ2 wO:J ~OZ <( "'_~._,. .r ,,", ."A ,j w a: w :r: '3 ~ ..., Ul t'~ . t' .;t .s .. 0"- i't I o <( CL I- Z :J o 2 <( ....J <( I- o I- :E o 0: LL o UJ > W u w a: L <r :__J ~ z o i= <( ~ a: o LL Zffi W co ' -, ~ ::2:" <( ~'J I-w (j) ..J WU:: i=' (/) a: [Z >. _J ~_J I-r' Z ; w'~ o .- W."" 0>: WL~; O,-'\' u..,::-' 0'-- W ::2: <( Z .-I o o to 1-'- ffitf) ::2:.,-.1 >-" <( - CLm u.. o W I- <( o o o o o ..... wo ~o 0'-. ~o <( :E ~ (/) o a. Q 2: <I -1 0:: W II) I:: :J i:W Z ::> o o yo /b-c:20/- Y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES D BOGAR ESQ 1 W MAIN ST SHIREMANSTOWN PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-29-2001 MACALLISTER 12-20-2000 21 01-0045 CUMBERLAND 101 * REV-15~7 EX AFP 02-00) S E Amount Remitted 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 ~ iffy = ls4-j-i3f-AFP--f'i:2-:offf-No,.-ici--oF-YNHiifiTAifcE-"-A'X-A-PPRA-isiiwrENT~--A[i-oWAN-CE-(fR----------- - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MACALLISTER S E FILE NO. 21 01-0045 ACN 101 DATE 10-29-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 221~909.26 X 045 = 9~985.92 .00 X 12 = .00 .00 X 15 = .00 1I9)= 9~985.92 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 1I) (2) (3) (4) (5) (6) (7) 152.548.80 .00 .00 .00 8.318.81 69.698.19 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) lID) 7~789.33 867.21 (11) 1I2) 1I3) 1I4) NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. 230~565.80 8 61;6 1;4 221~909.26 .00 221~909.26 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-15-2001 AA478157 497.25 9~447.75 09-13-2001 CDOO0257 .00 40.92 TOTAL TAX CREDIT 9~985.92 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 $l~ 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.) JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail bogarlaw@ezonline.com TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 March 14, 2001 Mary C. Lewis Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: The Estate of S. Evelyn MacAllister No. 21-01-0045 Date of Death: December 20, 2000 Dear Mrs. Lewis: I represent the Estate of S. Evelyn MacAllister. Enclosed is a check made payable to the Register of Wills in the amount of $9,447.75, same constituting a prepayment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $221,000.00 multiplied by 4.5% or $9,945.00, less discount in the amount of 5% or $497.25, resulting in payment of $9,447.75. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter is greatly appreciated. v1ery tru71 yours, ,// r ,IL... 11 t ;/ ",' i) ,0 }.Q0"" ,i"~' (__ ~wf " .~r J ' ES D . ~OG "..--...,...... JDB/blw Enclosure cc: James H. MacAllister, III c STATUS REPORT UNDER RULE 6.12 Name of Decedent: S. Evelyn MacAllister Date of Death: December 20, 2000 Will No. 21-01-0045 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: September 12, 2001 James D. Boga , Esquire Name (Please, type or print) One West Maln St. Shiremanstown, PA 17011 Address (717) 737-8761 Te 1. No. Capacity: Personal Representative (MAH:rmf/AM3) x Counsel for personal representative