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Home My WebLink About01-0062 /10 -;;l..o,~-7 REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES D E C E D E N T REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER c OFFICIAL USE ONLY 2001-00062 COM MONWEAL TH OF PEN NSYL VANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Ludwi Mar D. DATE OF DEATH (MM-DD~YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 164-58-2187 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE NAME COMPLETE MAILING ADDRESS DATE OF BIRTH (MM-DD-YEAR) Olj02/2001 12/10 1903 IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST,AND MIDDLE INITIAL NUMBER REGISTER OF WILLS socrAL SECURI Y NUM EA A. 3. date of death . Remarnder Return prior to 12-13-82) S. Federal Estate Tax Return Required 8. Total Number of Safe DeposIt Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch 0) C P o 0 R N R D E E S N T C o M P T U A T X A T I o N R E C A P I T U L A T I o N 1. OrigInal Return 4. Limited Estate X 6. Decedent Died Testate (Attach copy of Will) D 9. litigatIon Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Oecedent MaintaIned a LIvIng Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o o OFFICIAL US'E ONLY (8) 462,014.17 (11) 18.078.08 (12) 443,936.09 (13) (14) 443,936.09 (15) (16) (17) (18) (19) 0.00 19,977.12 0.00 0.00 19,977.12 Shell J. Kunkel Es . FIRM NAME (If Applicable) Skar1atos & Zonarich, LLP TELEPHONE NUMBER 204 State Street Harrisburg, PA 17101 1. Real Estate (SChedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (SChedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule r) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) None 417,422.57 None (4) (5) None 39,309.65 (6) 5,281. 95 None 16,121. 49 1,956.59 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116{a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X 0.00 443,936.09 0.00 0.00 x X X X .0 0 .045 .12 .15 CopyrIght (c) 2000 form software only The Lackner Group, Inc. Form REV-1SOO EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS Claremont Nursing and Rehab Center 375 Claremont Drive CITY I STATE I ZIP Mechanicsburg 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) 19,977.12 0.00 19,251.68 998.86 Total Credtts ( A + B + C) (2) 20,250.54 3. Interest/Penalty jf applicable D. Interest E. Penalty TotallnterestlPenalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Une 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 S + SA. This is the BALANCE DUE. (5B) . MakeCheckP..y.bl~t~: REGISTER OF WillS, AGENT "':"",' ,..-'mm~:::;~::~"", ,....._...,._.....,.... .... ._..._,.........'",.'" ..:::: ::.:_:::::::::~:":~::::'::;:':::::::::;:::::::i::::iii:!j i!!@)l])i))i(i:i:i ,'i ,.i!m111il11]!)11mWi:)::'i:'i!: i:'i:. 'nm~m;~~: 'n:rmmmnmmum:nn:ii:HiiiiiiHit" PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X,i irii fHif APPROPRiATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transterred; ~ ~ix b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. . d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. 0.00 273.42 0.00 0.00 0.00 o o o 09 09 09 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. ~_IG.N~TU~E OF P~SON R PON9jBLEoFOR FILING RETURN Henry A. Ludwig, Jr. -;~, ~UL~ C/ . ..~~~~. .~()!'.~Ill()yr,,,. ~.~:. ... ........... ... .... ...... Mechanicsbur ,PA 17055 Skar1atos & Zonarich, LLP 204 State Street .. 'Harr':lsbur" "PA ...iji"ifi.... ... ...... ... ... ..... DATE ?/)& /6/ DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (;)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use 01 the $urvMng spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even i1 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 trans1ers ham a deceased child twenty-one years of age or youngef at deatn to or for tne use of a natural parent, an adoptive parent or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116{1.2) [72 PS 9116(a)(1}J. 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 (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV- 1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Mary D. Ludwig SSII 164-58-2187 01/02/2001 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 10 11 12 DESCRIPTION 185 shares AT&T Corporation, CUSIP 11001957109 - 185 shares AT&T common stock held at Prudential Securities Incorporated 2 180 shares Be11South Corporation, CUSIP 11079860102 - 180 Shares Be11South common stock held at Prudential Securities 3 2,163 shares Burlington Northern, CUSIP 1112189T104 - 2,163 shares Burlington Northern stock held at Prudential Securities 4 1,265 shares Burlington Resources, CUSIP 11122014103 - 1,265 shares Burlington Resources stock held at Prudential Securities 5 450 shares DuPont Ei De Nemours, CUSIP 11263534109 - 450 shares DuPont common stock held at Prudential Securities 6 732 shares E1 Paso Energy Corporation, CUSIP 11283905107 - 732 shares E1 Paso Energy held at Prudential Securities 7 2,592 shares First Union Corporation, CUSIP 11337358105 - 2,592 shares First Union stock held at Prudential Securities 8 1,200 shares Hershey Foods Corporation, CUSIP 11427866108 - 1,200 shares Hershey Foods common stock held at Prudential Securities 9 201 shares Kerr McGee Corporation, CUSIP 11492386107 - 201 shares Kerr McGee common stock held at Prudential Securities 70 shares Qwest Communications, CUSIP 11749121109 - 70 shares Qwest common stock held at Prudential Securities 335 shares SBC Communications Inc, CUSIP 1172387G103 - 335 shares SBC common stock held at Prudential Securities 546 shares Sunoco Incorporated, CUSIP 1186764P109 - 546 shares Sunoco Inc. common stock held at Prudential Total of Continuation Schedu1e(s) UNIT VALUE 18.25 42.3215 28.625 50.00 48.00 70.25 27.8125 65.125 66.8125 39.6875 50.375 32.75 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. TOTAL (Also enter on line 2, Recapitulation) 2001-00062 VALUE AT DATE OF DEATH 3,376.25 7,617.87 61,915.88 63,250.00 21,600.00 51,423.00 72,090.00 78,150.00 13,429.31 2,778.13 16,875.63 17,881.50 7,035.00 417,422.57 Form REV-1503 EX (Rev. 1-97) Estate of: Mary D. Ludwig Soc Sec #: 164-58-2187 Date of Death: 01/02/2001 Item # Continuation of Schedule B (Stocks and Bonds) Description Unit Value Value at Date of Death Securities 13 140 shares Verizon Communications, CUSIP #92343V104 141 shares Verizon common stock held at Prudential Securties 50.25 7,035.00 REV-1508 EX t (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary D. Ludwig SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSff 164-58-2187 01/02/2001 FILE NUMBER 2001-00062 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 Blue Cross Blue Shield DESCRIPTION Refund of overpayment VALUE AT DATE OF DEATH 81. 20 2 Claremont Nursing Home Refund - Refund of client trust account at nursing home 50.19 3 PNC Bank Certificate of Deposit - Certificate of Deposit ff 21001010696, Date of Death Balance 7,000.00 Accrued income on item 3 through date of death 106.26 4 Prudential Securities Incorporated Money Market Money Market Account ff 044-313197-1-09, Date of Death Balance 32,072.00 TOTAL (Also enter on line 5, Recapitulation) $ 39,309.65 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1509 EX + (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETJt.Y. RETURN RESIDENT DECEDENT ESTATE OF Mary D. Ludwig SCHEDULE F JOINTL V-OWNED PROPERTY SSII 164-58-2187 01/02/2001 FILE NUMBER 2001-00062 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT 1212 Rossmoyne Rd. Son Mechanicsburg, PA 17055 1212 Rossmoyne Rd. Daughter-in-law Mechanicsburg, PA 17055 A. Henry A. Ludwig, Jr. B. Helen Ludwig c. JOINTLY -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 DECD'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT Attach deed for jolntly.held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 10/01/80 PNC Bank Checking - 7,392.21 50.00% 3,696.11 Checking Account # 5070089832, Joint title with Henry A. Ludwig, Jr. 2 A 01/10/91 United States Savings Bond, 1,000.00 50.00% 500.00 Series H - 1,000 face value, US Savings Bond, Series H Accrued income on item 2 585.83 50.00% 292.92 through date of death 3 B 01/10/91 United States Savings Bond, 1,000.00 50.00% 500.00 Series H - 1,000 face value U.S. Savings Bond, Series H Accrued income on item 3 585.83 50.00% 292.92 through date of death TOTAL (Also enter on line 6, Recapitulation) $ 5,281.95 (If more space is needed insert additional sheets of the same size) Copyright {c} 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Mary D. Ludwig Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSff 164-58-2187 FILE NUMBER 2001-00062 01/02/2001 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Christ Church Cemetery ashes 350.00 Burial fees for interment of decedent's 2 Christ Church Cemetery - Funeral flowers 20.80 3 Funeral dinner - Reimbursement to co-executors for funeral dinner and tip 115.62 Total of Continuation Schedule(s) 1,150.00 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative{s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees Skarlatos & Zonarich, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 13,800.00 City Relationship of Claimant to Decedent State Zip 4. Register of Wills 325.00 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 170.00 7. 1 Other Administrative Costs Cumberland County Register of Wills - Short Certificates (6) 18.00 2 The Cumberland Law Journal - Estate Advertisement on 2/2, 2/9, and 2/16/2001 75.00 3 The Sentinel - Estate Advertisement on 1/24, 1/31, and 2/7/2001 97.07 TOTAL (Also enter on line 9, Recapitulation) $ 16,121.49 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Mary D. Ludwig Soc Sec #: 164-58-2187 Date of Death: 01/02/2001 Continuation of Schedule H-A (Funeral Expenses) Item II Description Amount 4 Kuhl-Heizenroth Funeral Home - Transport, cremation, and burial urn 950.00 5 Saucers Monuments, Ash1and,PA - Engraving fee for decedent's headstone 200.00 1,150.00 REV-1512 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary D. Ludwig SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSjf 164-58-2187 01/02/2001 FILE NUMBER 2001-00062 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Claremont Nursing and Rehabilitation Center - Final nursing home bill (12/01/2000 through 01/01/2001) AMOUNT 858.52 2 Margaret E. Moul Home - Final payment on pledge made by decedent three years ago for the "Together We Grow" pledge drive 500.00 3 Pennsylvania Department of Revenue - 2000 personal income tax for decedent 426.00 4 Turner & O'Connell - Reimbursement to attorney for costs advanced 172.07 TOTAL (Also enter on line 10, Recapitulation) $ 1,956.59 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Mary D. Ludwig SSlI 164-58-2187 01/02/2001 FILE NUMBER 2001-00062 RELAIIONSHIP TO LJECEDENI AMOUNT OR ~!:,ARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(a){1.2)] 1 Lisa A. Kyler 905 Scottish Court Mechanicsburg, PA 17055 Granddaughter 3,000.00 2 Henry A. Ludwig III c/o 1212 Rossmoyne Road Mechanicsburg, PA 17055 Grandson 10,000.00 3 Henry A. Ludwig, Jr. 1212 Rossmoyne Road Mechanicsburg, PA 17055 Son Entire Residue 4 Thomas A. Ludwig 20 W. Keller Street Mechanicsburg, PA 17055 Grandson 3,000.00 5 Tracy L. Ludwig 214 E. Main Street Granddaughter 3,000.00 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space IS needed, Insert additional sheets of the same size) Copyright (cl 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) Estate of: Mary D. Ludwig Soc Sec #: 164-58-2187 Date of Death: 01/02/2001 Continuation of Schedule J, Part I (Taxable Bequests) Item # Name and Address of Beneficiary Relationship Amount or Share of Estate Mechanicsburg, PA 17055] 6 Patricia M. Lush 2005 Dartmouth Avenue Camp Hill, PA 17011 Granddaughter 3,000.00 7 Karen J. Wells 6010 Mockingbird Drive Mechanicsburg, PA 17055 Granddaughter 3,000.00 ~ Prudential February 1, 2001 Prudential Sacuritias Incorporated 3 Lemoyne Drive Lemoyne, PA 17043 P.O. Box 7, Camp Hill, PA 17001-9852 TeI717761-7344 BOO 468-8685 Fax 717 975-8426 Ms. Shelly J. Kunkel Turner and O'Connell Attorneys at Law 258 North Street P.O. Box 1123 lIarrisburg,PA 17108-1123 RE: Estate Mary D. Ludwig SS # 164-58-2187 Dear Shelly: Enclosed please find the information you requested on the above referenced estate account. Mrs. Ludwig on had one account with us (044-313197-1-09) it was only in her name. She had no joint accounts here at our firm. Below please find the date of death values for all positions held in the above referenced account: Quantity Description Value alo 01-02-01 per Total Value share 185 AT&T 18.25 3,376.25 180 BellSontb Corp 42.3215 7,617.87 2,163 Burlington Northern 28.625 61,915.88 1,265 Burlington Resources 50.00 63,250.00 450 Dn Pont Ei De Nemours 48.00 21,600.00 732 EI Paso Energy Corp 70.25 51,423.00 2,592 First Union Corp 27.8125 72,090.00 1,200 Hershey Foods Corp 65.125 78,150.00 201 Kerr McGee Corp 66.8125 13,429.31 70 Qwest Communications 39.6875 2,778.13 335 SBC Communications 50.375 16,875.63 546 Sunoco IDe 32.75 17,881.50 140 Verizon Communications 50.25 7,035.00 Money Market 32,072.00 TOTAL $449,494.57 Should you need any additional information, please feel free to contact our office. Financial Advisor mV-04-2001 10: 27 , PNCBAi'4< elF DEPffiTMENT 412 705 0057 P.01/02 .~ -.,. ., QPNCBAN< Deeedent Reporting Firstside Center 500 First Avenue, 411> Floor Pittsburgh, PA 15219.3128 SCP February 12,2001 Turner and O'Connell AttD: Shelly J. Kunkel 2S8 North Street PO Box 1123 Harrisburg, P A 171 08-1123 RE: Estate of Mary D. Ludwig, Deceased SSN: 178-01-6548 EIN: 25-6754895 DOD: 01102/2001 Dear Ms. Kunkel: Please find the date of death balances you have requested listed below. CERTIFICATE OF DEPOSIT #21001010696 Established 10/04/1995 MARY D LUDWIG DOD Balance: $7,000.00 + $106.26 accrued interest CHECKING ACCOUNT #507008983% EstabUshlXi 10/01/1980 MARY D LUDWIG HEmY A LUDWIG JR DOD Balance: $7,390.44 + $1.77 accrued interest Page 1 of2 A mcm"", of Tho PNe FI...ndal Servkos Oroup PNC 8:mk NA Pittsburgh PennsvlvanlOl 1526,$ ~Y-04-2001 10: 27 PNCBANK elF DEPARTMENT 412 70S 'lJflf57 P .102/102 '. QPNCBAN< Our office only provides date of de.atll balaaces for IRA's, CD's, ChecldDg and SavIDgs accounts. We do ~ F....da1 TranSactlODS or Statement Orden. For Furtber iDformadoD please eaIll-800-4-BANXER or your local PNC Broda and ask to speak wtth a Fiauclal Services Repnseatadve. Sincere~ ~ {;. -."..,- ,...-,. ~ Erica A. Bishop 1-800-762-1775 Page 2 of2 A. member of 1M PNC ,ananc:ial Services Group PNC B:mk N.A. Pll~burgh F't'rmsylv"ni;!' 1526S , TOTFiL P.102 LAST WILL AND TESTAMENT I, MARY D. LUDWIG, of Mechanicsburg, pennsylvania,do hereby make, publish and declare this to be my Last will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. FIRST I direct that all my just debts and funeral expenses shall be paid as soon as practicable after my decease as expenses of the administration of my estate. SECOND I give and bequeath the sum of TEN THOUSAND ($10,000.00) DOLLARS to HENRY A. LUDWIG, JR., HELEN LUDWIG and TRACY LEE LUDWIG, IN TRUST, to be held, managed, invested and reinvested and the Trustees shall distribute the net income (hereinafter called "income") and principal from time to time as follows: (a) During the lifetime of my grandson, Henry Ludwig, III, if he survives me, the Trustees may pay to him income periodically for pocket money, recreational outings or necessities, solely in Trustees' discretion, and the Trustees may add part or all of the income to the principal to be invested and reinvested. The Trustees shall have complete discretion as to how much shall be used for such purposes and may pay the sums to any person or institution having the care of my grandson without liability on the part of the Trustees to see to the application thereof, or directly to or for the benefit of my grandson, Henry LUdwig, III. The trust fund is intended to supplement governmental benefits but is not to replace them or provide what governmental benefits are intended to provide. In the event of the death of my grandson, the Trustees are authorized, in their discretion, to pay any part or all of the funeral and burial expenses of Henry Ludwig, III. (b) Upon the death of my grandson, Henry Ludwig, III, the trust shall terminate, and the balance of the trust estate, including principal and accumulated income if any, shall be distributed in equal shares, free and discharged of any trust, to my son, HENRY A. LUDWIG, JR. and his wife, HELEN LUDWIG, or the survivor of them, absolutely and in fee simple, and if they be deceased, then to their children, in equal shares, share and share alike. (c) The trust beneficiary hereunder shall have no power to dispose of or to change by way of anticipation any interest given to such beneficiary; all sums payable to such trust beneficiary hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiary and all liabilities of levies and attachments and proceedings of whatsoever kind, at law or in equity. -2- c~ (d) In the event of the death or inability to serve of any of the Trustees herein named, Tracy Lee LUdwig, Henry A. LUdwig, Jr. and Helen LUdwig, the surviving or remaining Trustees or Trustee shall have the power to appoint a substitute or successor trustee to serve. THIRD I give and bequeath the sum of THREE THOUSAND ($3,000.00) DOLLARS to each of my following named grandchildren: TRACY LEE LUDWIG, PATRICIA MARIE LUSH, LISA ANN DAVIS, KAREN JAYNE WELLS and THOMAS ALAN LUDWIG. FOURTH I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS to my son-in-law, TAYLOR WHITLOCK, if he be living on the date of my death. FIFTH I give and bequeath the sum of TWENTY THOUSAND ($20,000.00) DOLLARS to my daughter-n-law, HELEN LUDWIG, if she be living on the date of my death. SIXTH All the rest, residue and remainder of my estate, real and personal, wheresoever situate, I give, devise and bequeath to my son, HENRY A. LUDWIG, JR., absolutely and in fee simple. In the event that my son, HENRY A. LUDWIG, JR., should predecease me, or die during the period of administration, -3- survived by his wife, Helen, then to Helen, absolutely and in fee simple. SEVENTH I authorize my executor and also my trustees (including any substitute or successor personal representative or trustee) in their discretion, with respect to all property, real and personal, at any time forming part of my estate or any trust, without limitation by reason of enumeration and in addition to powers conferred by law, to: 1. Retain any or all property owned by me at the time of my death in the form in which it then exists; acquired by purchase or otherwise, and retained, temporarily or permanently, any kind of personalty, including stocks and unsecured obligations, undivided interests, interests in mutual funds, legal and discretionary, all without diversification as to kind or amount and without being limited to investments authorized by law for trust funds and hold funds uninvested, or deposit any monies in one or more savings or other banks in any form of account whether or not interest bearing. 2. Vote in person or by general limited or discretionary proxy, with respect to any investments which may be owned by my estate or any trust, or consent for any purpose, in respect of any stocks or other securities; exercise or sell any rights of subscription or other rights in respect thereof. 3. Make distributions in money or in kind, or partly in -4- each, including undivided interests even though shares be composed differently; and allocate particular assets or portions thereof to anyone or more of the beneficiaries herein, in a pro rata or non-pro rata manner, as the executors in their sole discretion may determine; make division, payment or partial or final distributions pursuant to the terms of any trust, in cash, in kind or other assets of whatever nature and in whatever proportions, in a pro rata or non-pro rata manner, as the trustees in their sole discretion may determine. EIGHTH I nominate, constitute and appoint my daughter-in-law, HELEN LUDWIG, and my son, HENRY A. LUDWIG, JR., to be the Executors of this my will. In the event that either should precdecease me, or die during the period of administration, I direct that the survivor shall continue to serve as the sole executor hereof. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last will and Testament this '~." day of January, 1991. witness: M'J~9) ~" ' iC , J:... d, vL I Ludwig 1/ (SEAL) ~/IW {k./--./...,_' _ '-'LL-----;O /. /---- - " (J " 'cJ C" ~!. '--.... ~~z=.,-<,../ -5- We, MARY D. LUDWIG, JOSEPH H. JONES and MELINA CAPITANIO , the Testatrix, and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will, that she had signed willingly, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. I) ) CLi:~t Mal\!. '"-' , i , ~, ~ '/1 __'7.-.- r'o", I L...... .~ D. Ludwig ,1 ~L4~{)c'-, 77 / . /?C / /:r .. ( ,. . .' ;: (,-1 , '--'~. r- y " -. "-<-. -~ :-' "t;.- ':.-f_l _ '? ;/ < __~LL Subscribed, sworn to and acknowledged before me by MARY D. LUDWIG, the Testatrix, and subscribed and sworn to before me by JOSEPH H. JONES ;?3~day and MELINA CAPITANIO witnesses, this of January, 1991. ~~tl ~) / Notary Public -6- 1I."".~. NOTARIAL SEAL ""'WIUfJl A !A'-'" I'OmwLiE, ........1:11'. NOTARY PUBLIC ~.ll..~Ml~~N~rng~~~~'f: 199: i -'--.--, ESTATE OF MARY D. LUDWIG, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-01-0062 DISCLAIMER AND RENUNCIATION I, HELEN LUDWIG, hereby exercise the rights granted to me in Chapter 62 of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S.A. SS6201-6207, and I hereby state as follows: 1. My mother-in-law, Mary D. Ludwig, died on January 2, 2001, having made a Will, dated January 23, 1991, which was admitted to probate by the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary thereon were granted to Helen Ludwig and Henry A. Ludwig, Jr. as Co-Executors on January 16,2001. 2. By the terms of Item FIFTH of my mother-in-law's Will, I am entitled to a $20,000.00 specific bequest. 3. I hereby disclaim and renounce my entire interest in the estate of my mother-in-law, Mary D. Ludwig, given to me under Item FIFTH of her Will. IN WITNESS WHEREOF, and intending to be legally bound hereby, and intending that this Disclaimer and Renunciation shall be filed of record with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, as provided in 20 Pa. C.S.A. S6204, I have hereunto set my hand this 6it' day of jJ~~~ '" - ,2001. HE~~G ,>e~ir Sworn and subscribed to before me this ~day of -=:rV N G , 2001. :f.~ Notarial 50 Jean P. Zonarich, Nc H8.rrisburg, Dauphi, My Commission Expires :: Member, f.'ennsy!vania Assoc'", ;}:Jbiic 2002 :,;;)ri!~s y Commission Expires: Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Mary D. Ludw i g also known as No. 0'\- 01- (OOU , Deceased Social Security No. 164 - 58 - 2187 Helen A. Ludwig Henry A. Ludwig 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 ors named in the last Will of the Decedent, dated 01/23/91 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: D 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 residence at 375 Claremont Drive, Middlesex Township (list street, number, and municipality) Decedent. then ~years of age, died 01/02 , lOOl, at Carlisle (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 350,000.00 $ $ $ $ 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 ro riate form to the undersi ned: Si nature rinted name and residence Helen ~ Ludwig 1212 Rossmo ne Road Henry A. Ludwig Jd":. 1212 Rossmo ne Road Mechanicsbur PA 17055 , Mechanicsbur PA 17055 llo - ;;;O~ - 7 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 Cumber land The Petitioner(s) above-named swear(s) or affirrn(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this ~ day of JANUARY , An~ ~ /~~.f/;~f:;r .Bii MARY CLEWIS No. 21 - 01 - 62 Estate of Mary D. Ludw i g Deceased Social Security No: 164 - 58 - 2187 Date of Death: 01/02/01 AND NOW, JANUARY. 16.. , J.d.QL, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [R] Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Helen/' Ludwig Henry A. Ludwig .YK. in the above estate and that the instrument(s) dated 01/23/91 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. rldo(1JjL~~9i~ - FEES Letters. . , . . . . $ 305.00 Short Certificate(s). (6 ) $ 18.00 Renunciation. $ Affidavits ( $ Extra Pages ( 5 ) . $ Codicil. $ JCP Fee. $ Inventory. $ Other $ TOTAL. $ Attorney: Shelly J. Kunkel I.D. No: 64485 15.00 Address: F. o. Box 1123 258 North Street Harrisburg, FA 17101 5.00 Telephone: 717/232 -4551 343.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Called attorney on 1-16-01 Form RW-1 (1991) WARNING: IT IS IllEGAL TO ALTER THIS COpy OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO. T 4 7 5 9 9 4 8 .-, 11''-I;>>;.i;;;; -"-; /;iilf;i~ \.. "" 0 F p-;':-':';;;;;;.;;.. 'II ,~y.. .,.,. '__.... c: 4'", -_'- ~~\~ ~/ /,.(i{r.'-"~, (,,' s:::; / ~ ' ? ~~ ,~ '~. , ,.it'~~ I~ ~. ,... ''Y~ fg ~r' -- ~~~ ': :;e. ~\ I\i ~:\ .'l"~~'. t!5:;J \~. */f--'.,' .....~:.) .,....,'~.:,$! '~~'~~/I ~-.:.'~ ..~\r "':"?_ -f I; 'f. .' ,;~..'('/, '7'~_; (41nn u" ',1;;1 ~"~~:.,:!.:~!!.e.{~!J!.!!~~ " ~:re ~'""::, ~,1m-1.j . Nama:;::I _,.' DElcedent ..~ --~--______. --~___._..___:--.:--. ____ J) ~dt . _~___~. , 'd/I!V a .,." ~ · , Sex. m - - ..~ Social Seourlty No, }.k Lf -, ~1? ~:t---;(:) Date of Death ~2LL2.=_~_t11_ Date of Birth 1?-:jl!._=/fj~_3_. Birthplace ' ~)~/7ttV~ ______.__.._.__________._.__.._.._. Place t DClih cja.t-.ekX1aJ4t~t ?e/1i~c...~tJ L /.Ih1..b~.L(..",,~..(jhL1~enn~y.lvan~ Race~~ Oc,upation ___ \~~IA,rl.._ ___ Armed Forces? (Yes or No) _~__ _ __ _ L/ Dl~cedenrs 3 -' i /j J /1 A-A~A J_ /{J ( IC f'7 ~ /J -n Mantal Statu - --- --- Mailing Address ,,2r~ C ~1~~Y,J..J/[J.tJjc~ 11~/l~A..~) _ :!~L ___ c; a '. 1 ~ I .J-I '\ lJ Informant. ~ ~ - Funeral Di~~cto \. ~./-f:- ~[4!- - ~~-Jj, --.-- .-- -- --- Name and Jl\ddress of U /I.i. Funeral E~tabltshmerlt tf'-lL- ~k..I; l- tit ' _~,--~ltj~L-~--H Part i Jrnnlc,drale Cause (0 ~~~~;a~~de';:~~ . ..-'if~~-------_.. ---------------.---.-------- -----_.-..------ nil C1tM4.l-r;l~~1-~-----~ --_---- _.,--______.. - -- -----...._------- --~ -----_..__.._-_._._-------_._----~~..__..._--,----_._---_._---+------_._--_._._.._,,_._---~^_._._~------,._----------- Part II: --....--...--------.-------------.-- -.--------------- .-.-...----------.-----.- -'1--- --.------------- -.-.--... -.... Other Slqnlficanr Conditions Manner of DeaH; Describe how injury occurred: ~~atur3.i ~V Hornicicle Pendln~:l investigation D Accident Suicicjf:) Could nut be Determined ~j Address Name and ---dIe of Certfier Ttl!S cert fy th t the information here given is correctly copied from an original certificate of d :1th duiy flied \'vlth me as Local Registrar. The origInal certificate will be {orwarded to the State \/Ita! Rec().d Off ce for permanent fi~,J ..,.1 Cf01r1 '.$ ~~4-t4- ) ~~~~~;~ '7"- A G '" ,. Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of LUDWIG, MARY D. No. 21 - 2001 - 0062 Date of Death 1/2/200 I also known as , Deceased Social Security No. 164-58-2187 I kkn I,ud\\ig Henry A. Ludwig, Jr. The Personal RepreseritativeTsfof 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 located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory are true and correct. l!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. 1.0. No.: Personal Representative ! ~)~:~\5JKU~~=== ::::::~:: ~i~~;t~~~- Signature: Attorney: Address 204 State Street IIanisburg, PAl 7101 Address: 12 12 Rossmoyne Road Mechanicsburg, P A 17055 Telephone (17) 233-1000 Telephone: 7/ II - ~) 0~ .~/ s::- ( ,;1~)- __"--L_____ .._ .____~____ ___ __.______n__..___. '_' .___ Dated: ~ ? o? ' - . - ----------! /;:, '/;'7..-- r~2~a--s:) ! V' (/ Personal Property 185 shares AT&T Coqloration, CUSIP #001957109 - 185 shares AT&T conunon stock held at Prudential Securities lncoqxxated 3.376.25 180 shares BellSouth Corporation, CUSIP #079860102 - 180 shares BellSouth conunon stock 7,617.87 held at Prudenti~:l Sc-.:urities 2,163 shares Burlington Northern, CUSIP # 121891 1 04 - 2,163 shares Burlington Northen1 stock held at Prudential Securities 61.915.88 1.265 shares Burlington Resources, CUSIP #122014103 - 1,254 shares BUrlington Resources stock held at Prudential Securities 63,250.00 450 shares DuPont Fi De Nemours, CUSIP #263534109 - 450 shares DuPont conunon stock held at Prudential Securities 21,600.00 732 shares I~I Paso Lnergy Corporation, CUSIP #283905107 - 732 shaes E1 Paso Energy held at I )rwkntwl Securities 51 A23UO (Attach additional sheets if necessary) Total Personal Property and Real Estate $456,732.22 ~ Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of I.ll!)\VICi. MARY D. No. 21 - 2001 - 0062 Date of Death 1/2/200 I Social Security No. 164-58-2187 also known as 1 Deceased 72.090.00 2.592 shares First Union COll1oration, CUSIP #337358105 - 2,592 shares First Union stock held at Prudential Securities 1.200 shares Hershey' Foods Coq)oration, CUSIP #427866108 - 1,200 shares Hershey Foods common stock held at Prudential Securities 20 I shares Ken' McGee COll1oration, CUSIP #492386107 - 201 shares Ken McGee common stock held at Prudential Securities 70 shares Qwest Conununications, CUSIP #749121109 - 70 shares Qwest common stock held at I)rudcntial Securities 335 shares SBC Communications Inc., CUSIP #72387G I 03 - 335 shares SBC common stock held at Prudential Securities 546 shares Sunoco Incoqxxated, CUSIP #86764P 109 - 546 shares Sunoco Inc. conllTIon stock held at Prudential Securities 140 shares Veri/on Communications, CUSIP #92343 V I 04 - 141 shares Verizon common stock held at Prudential Securities Prudential Securities Incoll1orated Money Market - Money Market Account #044-313197 -1-09, date of death balance PNC 13ank Certiticate of Deposit - Cel1ificate of Deposit #2100 I 0 I 0696, date of death balance PNC Bank Cel1ificate of Deposit - Certificate of Deposit #21001010696, accrued income through date of death I ~ltll.? ('ross/Hlue Shi,,-:'Id - Refll!ld of (welvayment Claremont Nursing I Iome - Refund of client trust account at nursing home 78,150.00 13,429.31 2,778.13 16.875.63 17.881.50 7,035.00 32,072.00 7,000.00 106.26 81.20 50.19 Total Personal Property $456,732.22 2 / &'._~&:A.- /' 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 SHELLY J KUNKEL ESQ SKARLATOS & ZONARICH 204 STATE ST HBG PA 17101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-20-2001 LUDWIG 01-02-2001 21 01-0062 CUMBERLAND 101 ~f /'0 *' REV-1547 EX AFP Cl2-00> MARY D 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 ~ R"E-Y-=is'4j-EX-AFP--fi'2-:oi.-r-NCii"-icE--OF-.rNHERiTAifcE-TAX-APPR'jrisEi'-ENT~--ALi-owAifcE-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LUDWIG MARY D FILE NO. 21 01-0062 ACN 101 DATE 08-20-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, lS 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 = .00 443,936.09 X 045 = 19,977.12 .00 X 12 = .00 .00 X 15 = .00 (19)= 19,977.12 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) .00 417.422.57 .00 .00 39.309.65 5.281.95 .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) (10) 16,121.49 1.956.59 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 462,014.17 18.078 08 443,936.09 .00 443,936.09 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-21-2001 AA478184 998.86 19,251.00 TOTAL TAX CREDIT 20,249.86 BALANCE OF TAX DUE 272.74CR INTEREST AND PEN. .00 TOTAL DUE 272.74CR · 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.) 1;;'-~{jcJ. - 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT s~ (., BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 17128-0601 REV-In7 EX AFP (12-00) SHELLY J KUNKEL ESQ SKARLATOS & ZONARICH 204 STATE ST HBG 'PA 17101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-17-2001 LUDWIG 01-02-2001 21 01-0062 CUMBERLAND 101 MARY D Amount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV: i6(fj-E3f-Ai=p--(i2-:oo1-------..ii-iNirERi~fANcE--yAX--STA-fEMENy-ifF'-AC-couiff--...--------------------- IV ESTATE OF LUDWIG MARY D FILE NO.21 01-0062 ACN 101 DATE 09-17-2001 THIS 'STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-13-2001 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 19,977.12 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-21-2001 AA478184 998.86 19,251.00 08-31-2001 REFUND .00 272.74- TOTAL TAX CREDIT 19,977.12 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE 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 FORH FOR INSTRUCTIONS. ) , STATUS REPORT UNDER RULE 6.12 tv ~ Name of Decedent: MARY D. LUDWIG Date of Death: JANUARY 2, 2001 Will No.: 2001-00062 Admi n. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report that 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 . representative be complete: If the answer is No, state when the personal reasonably believes that the administration will 3 . following: If the answer to No. 1 is Yes, state the 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 account informally to the parties in interest? Yes X state an No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: July 22, 2002 ~r~~ Signature . Shelly J. Kunkel Name (Please type or print) Skarlatos & Zonarich LLP 204 State Street Harrisburg, FA 17101 Address (717)233-1000 Tel. No. Capacity: Counsel for Personal Representative c ESTATE OF MARY D. LUDWIG, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-01-0062 DISCLAIMER AND RENUNCIATION I, HELEN LUDWIG, hereby exercise the rights granted to me in Chapter 62 of the Probate, Estates and Fiduciaries Code, 20 Pa. C.S.A. 99 6201-6207, and I hereby state as follows: 1. My mother-in-law, Mary D. Ludwig, died on January 2, 2001, having made a Will, dated January 23, 1991, which was admitted to probate by the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary thereon were granted to Helen Ludwig and Henry A. Ludwig, Jr. as Co-Executors on January 16,2001. 2. By the terms of Item FIFTH of my mother-in-Iaw's Will, I am entitled to a $20,000.00 specific bequest. 3. I hereby disclaim and renounce my entire interest in the estate of my mother-in-law, Mary D. Ludwig, given to me under Item FIFTH of her Will. IN WITNESS WHEREOF, and intending to be legally bound hereby, and intending that this Disclaimer and Renunciation shall be filed of record with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, as provided in 20 Pa. C.S.A. 96204, I have hereunto set my hand this ex {J day of J-<~.-y>..12-- , 2001. >L ' '-:1d~~ c ~(f HELEN LUDWIG ) Sworn and subscribed to before me this ~ .fd\day of -=:fu N G , 2001. ~.~ I'.iotarial S, Jean P. Zonarich, Nc Harrisburg, Dauphi, My Commission Expires 1'/,-'mlJar. Penm:yivarn.:i Assoc~. u:Ji!C ?002 ..; ~~~ t"S y Commission Expires: ~ if ~ co ,...., ex) t-- ~ <( <( o z >< <( I- W I- <(<( -I- zen <cW >0 -Iz ><( en zw zO wz 0.<( I- a: w J: z <( z <( > ....J en >- UJ (J) >< ZWC::C z:Jt- Wz...J Il..Wc::c LL>:::) oWe 0:_ ILL~ <( ~oe Il.. <(1-2 - wz~.,....CJ ~wog~ z~:>g(]) ~a:C::CC\l5Q ..",<(UJ"",:a: OO::::ll..a::ll..a: w:>w<( OOlXlOI o <0 o cO C\l r:::. .... 0. - W o w a: ..J <t - o - LL LL o ~ o a:: u.. c w > W o w a:: L \:> 0 I- toil z :J C,j 0 :?; C~ <( +r. I- m....Ja: z:?;~W OU)I-CO <(U)z:?; WO:J ~OZ <( w a: w :r: =: o LL o '~l r~l ::> ~..~ U1 CU (to tff .-I ,-, '.~ o ~ a.. I- z :J o :?; <( ....J ~ o I- U1 u1 o r-'~ ~ r--.. ID - nJ 1 Q') t.11 ! i=' -~ (J) ...0 a: ...... !;S z m U) , . Q t. r-- .: ru ~> - Z '.0 ~.- 0 Co <(LC .-.. '"". 0 - i= C> C(f ;;:4 <-f -,~ ~:i Z .~. :~' f-...:t~ <( ~ 0 '.J <I .:J 4- ~ .....4 I- eu i:;' -.1 ru " cr: 0 aJl.!) I- .... ... -...... ,..... 0 -, z u. _. , .' o -l-<O W -:-I ~O W 1)j tJ LL ru w ''''';;' I ~ a: 0 ~ Cd <( ("':. m I- (:~, T e >- o,,~ w j w <( ...." L <( ~" (]) .,....4 0 ~C' w UJ ~ _...i Il.. rr; :J 0 -...j I- OJ LL LL ::> 0 -" <( >- ;:..J LL <( Z 0 ~ I- 0 I- w W I- Z W ~ W CJ) ....J I- (J) ::J I- UJ LL <( <( 0 0 <( z 0 Il.. 0 0 U::. fJ 8 ocr c:: f.L w .. ZLQ .')- 0: 0:) E'O U) :.I) U) f.J Ol-l fr2 (t $,)j ~I. ,.K, U OJ W E 1-4 ~ ...... 1-.. :J , --,~ <r ;.'- g~ Go ~ ...l. w a: w :r: =: o LL I I L- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No.: Mary D. Ludwig January 2, 2001 2001-00062 ~~, J~' .~ \, -~ .~~ ~:~ ..:~.. \ ,(...-1" ~.. _J _J ,...... in ~ -w t_J ~.~~~ m ~ ~~ 0 o .~J: LU W E cr: > w o W a: (/) ....J ....J ~ u.. o cr. W l- (/) CJ w a: t:r.: l--J ID )-~ '7 -" l:) :J _J "':'1 ::<1: ..... J )- ) i:t~ r"1 I ." "w #: ? I:,: .J W 10 W J....... I t_J (J U) ~ a: <( :?; W a: ....J <( W CJ) i J _------..- /---