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Home My WebLink About01-0262 Register of\Vills CUl'v1BERLAND County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of WILMA L. SCHRODER No. 02/ ~ ~ I. cJ.' 1, also known as , Deceased Social Security No. 177-24-()~~4 Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) GJ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix named in the Last Will of the Decedent, dated 12/7/99 and codicil(s) dated Regan S. Christian, Heather S. Fischer and Kerri S. Farr N/K/ A KetTi Schroder ""ere all names as executrices of the Estate of Wilma L. Schroder in her Will dated December 7,1999. Both Regan and KetTi renounced there right to serve as executor of the estate State relevant circumstances. e.g, renunciation. death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.I.a., d.b.n.c.l.a. penderlte lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 836 Wynnewood Road, Borough of Camp Hill, Cumberland County (list street, number and municipality) Decedent, then 70 years of age, died March 3 , lQQL , at Memorial Osteopathic Hospital, York, P A (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 ................................................................................... $ $ 150,000.00 200,000.00 350,000.00 To ta I .............................................................. Real Estate situated as follows: 836 Wynnewood Road, Borough of Camp Hill, Cumberland County Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Heather S. Fischer 745 Old lIaker Road Lewisberr ,PA 17339 i\\V-j 1(P- 1 / U? ;,." L Oath of Personal Representative Commonwealth of Pennsylvania Cou nty of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal repr sentative(s) of the Decedent, Petitioner(s) will well and truly administer ~stat ccordin~ law. Sworn to and affirmed and subscribed before me this 8:'[L day of Yr; 0 /lA~---A.J '11-;0 ^ 't t'~ ~L~ ^,,'!I. ' (! (f '*i! kUJJ , . . )t!fU~'t- Estate of WILMA L. SCHRODER DECREE OF REGISTER Deceased No. 21-01-262 also known as Date of Death: MARCH 3, 2001 Social Security No: 177-24-6334 AND NOW, MARCH 9, 2001 reverse side hereon, satisfactory proof having been presented before me, , in consideration of the Petition on the IT IS DECREED that Letters f2J Testamentary 0 of Administration are hereby granted to ((eta, dbnct; pendente lite; durante absentia; durante minoriate) HEATHER S. FISCHER in the above estate and that the instrument(s), if any, dated DECEMBER 7, 1999 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ 305.00 Short Certificates(s) ....5......... Ren u nciation .......................... Extra Pages (9 ) ............... I.T.R...................................... . J C P Fee ................................. Inventory ................................ Other..... ... ......... ... ..... ........ ..... ~nl.77 L! f6.L.~.trJ.I'-+. L/.u ~;Z~, (l'A~ 1/ Register of Wills ' $ $ $ $ $ $ $ $ 15.00 10.00 27.00 ~rs~ s.oo Attorney: Benjamin.T. Butler, Esquire 1.0. No: 81948 Address: 500 N. Third Street, P.O. Box 1004 Harrisburg PAl 71 08-1004 TOTAL .............................$ 362.00 Telephone: (717) 236-1485 DATE FILED: MARCH 9. 2001 MAILED TO ATTORNEY MARCH 12, 2001 IO'i.gO'i RFY ')IS!. This is to certify thar (he information here given is correctly copied from an original certificate of death duly flied with me as Local Registrar.' The original certiflcare will be forwarded to rhe Stare Viral Records OHlce for permanent tlling, WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~/7iiH,,-;;:,-_ /.f't'~\IJij}F Pf:t~--- /,\\~\../ --.....:" ,*,,--.. I.,,\~"'/ ~v ~-'" l"~/ \~~ }_~~i ~~ \~-:. I~~i~', \?~ :'~Qi ',' ~,,;, ",~~ \~ '-'\ _-l,'';. ." ;.h$ \~ *f "_'~' ',' 'J * f ~ 0), /A..~\\\ ,rA"_. ..../.~l ~~lMENt ~\ ~;I ~~~!.!~ ./) P";),;; ...;'l.....-' U~/.1(,./ / ( '1'~::z4..ut-t...<"'!.~ <:'2._- . >J~/ Local Registrar Fee for this certificate, $2.00 P 7177935 MAR ~. 'I n 0'" i i \j J Lv I Date 'A... 2/87 COMMONWEALTH Of PENNSYLVANIA e OEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT If".. Middle. l_' I. Wilma L. SChroder SEX 2. Female STATE FU NUM8ER SOCIAL SECURITY NUMBER 3. 177 - 24 6334 DATE OF DEATH .1olcnIh. Oa). '_, 4. Mav Ch 3 1JJO \ UHOER I YEAR ~ Oaya White AGE (Ulsa 8otItw:lay) UNDER t OM Houts MinIMe 8IRT~ ,CAy aIld PlACE OF DEATH cC_ 0I>hf """ -- _ 'nskUC"",," on _ _, SlaIe Of fcreogn Coun/Iy, HOSPITAL: OTHER: Inpal_ b;( E~"'" 0 ~ 0 :::::v D 7. ... FACL/TY NAIilE (111lOl1ll61>1\Jhol'l. gMl Slleet ano """'bet I RACE . _Indoa... 8IKk, WlliI.. lIIC ISpealyI CoIege (14Of!>.' IAAAllAl SWUS. /loIerriecI Ne_ Menied, WidI>wM. ~ /SpBgIy) 14. W' I 7e. D ..................... ~)o 70 Y.... 5. COUNTY OF DERH ... York County DECEDENT'S USUAl 0CCUf'j\Jl()H IGNelundd - -.edur:J,- vicePie~identedl Floral Manufacture t~ ,~ ~ DECEDENT'S MAILING ADDRESS (SIl...~. SIal. Zip Codel 836 Wynne~ Road Canp Hill, PA 17011 1&. SURVIVING SPOUSE ("...... QIW_ namel DECEDENT'S ACTUAL RESIDENCE (See otlSItUC:IIDnS on _ SIdeI 17.. StaIIl PP.nnsylvaniq Did dIc:edM IMI WI a lJmhPrlnnn -"""1 17<<X ==01 MOTHER'S NAME jfrsa. MIddIa. Mil"*> SuI_I n.,I. 17b. CllV/lIoro FRHEIl'S NAME IFirst. MtadIe. Lalli) I'" 1NF0000000000S NAME: (T ypeIPIlllI) William L rter Heather Fischer 1.. Margaret Langenbucher 1NF00000T'SMAILIHOAOQRfSS\Slr",CiIyITowR. S\ale. ZipCocleI 745 Old Quaker Road, Lewisberry, PA 17339 I'UCE OF DlSPOSmON. ~ 01 c.-y. c....-v LOCAhON . CilyIfown. SI8le, ZIp Code 01 0lIlet PI<Ice ~ 21J:Iarrisburg, PA 1903 Mkt St, CH, PA 17011 DATE SIGNED 23b. OJ-" oJ>oJ'CJt. :--~y.:;~,( .t ~ 0(/ I YIl'S CASE REFERRED TO MEDICAl EXAMINERlCOAONER? .....0 FD ~ I : U r Q S e,tl j i S ~ 10 COR AS A C~OUENCE Of): ~~~~~ .c.:L~ toAASA OUENCE Of): ".. ~...... """"..... c.... .",. 10 (OA AS A CONSE~Nce OF): 21- .~. ::-..= I l PART .: 0lIlet signilanl........ 00lllI'CI&llInQ 10 deaIh. buI nac -..ling in.... "'*'tying _ .,.. in PAAT I. IMIIEIlIATE CAUSe (f.nar _Of concllIlOfl ,...-ng WI 08aIh)- C~/" /'.. I ~t:""';I.I ~ ~ IioIcondIliDna ..." --.010_ _. ~ UNDERLYINQ CAUSE (OoouM Of ....y ---- .-.g on 08aIh1 LAST H" 77V WII.S AN AUTOPSY WERE AUlOPSY FINDINGS WANNER Of Of.ATH DATE OF INJURY PEAFORMEO? ~EPRIORlO tP!'f (Moo"'. Day. ~I COUPl.ETlON OF CAUSE 0 OF DERH? ......... IQnlCide Ace_ D Pandong InvaIJgaIIOt'l 0 .... 0 No Yea 0 No 0 Suococle D C04Ad not be de..tmIlWQ 0 TIME OF INJURY INJURY AT WOAI<1 DeSCRlOE HOW' INJURY OCCURRED .... D HoD 3J o aile. 2.... :n. CERTIFIER lC~ed< 0nI~ onel "CEIlTIFYING PHYSICtAM (Phy,",,_ c."oty.ng cause cI deal/l -. anolhe< p/lVSOCodl\ has p""lClt.lnceo de"'" atlQ CtlfT'lpl8leO Itlll11 231 To _ toe.I 01 my k_........ daeU. occ_ _10 ... uUH(.land ma"...' sa ....tecI. . . . . . . . 'PRONOUNCING AND CERTIFYING PHYSICIAN (PhVSOC"'" boln "'Of'ouncon9 oedlh dflO cerlJIY"'9IO cause 01 oealhl To _ _. 01 my k""w'-<<l9", des'" occur,ed al lIwo _. da.., and plac.. and 4uelo 11M uUMC.,and maMII.. .1.lad. 'MEDICAL EXAMINERJCORONER on tile ba.i. ole.ami"alion andlOt' inveatig..lion, in my oponion, death occurred al Ihe 11m.. dala, and place, and due 10 Ihe causela} and 3IamaRRet.. .t.t..... . . . . . . . . . .. ......................................................................,.... . . . . . . . REGISTRAR'S SIGNATURE AND NUMBER I ~ I ?../ " I 32. :EFI3(;fri~O) Register of Wills CUMBERLAND County, Pennsylvania RENUNCIA TION Estate of WILMA L. SCHRODER No. 21-01-262 also known as , Deceased The undersigned,Daughter of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters Testamentary be issued to Heather S. Fischer Witness My hand this 8 day of March '1et~~~/ .! 328 ~reenri ge Drive Dunkirk 2001 ( Ji~) A ~ tz~v (Signature) MD 20754 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this day of Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 Register of Wills CUMBERLAND County, Pennsylvania RENUNCIA TION Estate of WILMA L. SCHRODER No. 21-01-0262 also known as , Deceased The undersigned, Daughter of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters Testamentary be issued to Heather S. Fischer Witness My hand this 8. day ~MarCh . .' ,,2,00t /7, .J/ ",.~ _ ~LAA ...J .SuL-'0~~ , (Signature) . 3362 Kirkridge Drive Williamsburg MI 49690 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this day of Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths, Show date of expiration of Notary's commission,) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 , / LAST WILL AND TESTAMENT OF WILMA L. SCHRODER 21-01-0262 I, WILMA L. SCHRODER, of Borough of Camp Hill, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and codicils by me at any time made. ITEM 1. I direct my Executrices to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ITEM 2. I give, devise and bequeath all the rest, residue and remainder of my estate of any kind whatsoever, real, personal and mixed, and wheresoever situate unto my daughters, REGAN S. CHRISTIAN, of Dunkirk, Maryland, KERR! S. FARR, of Williamsburg, Michigan and HEATHER S. FISCHER, of Lewisberry, Pennsylvania, equally, share and share alike. It is my desire that each of my daughters set aside a portion of her inheritance to provide for the education of her children. In the event that one or more of my daughters should predecease me, the share of each such deceased daughter shall be delivered unto my Trustees, IN TRUST, for the following uses and purposes: A. The Trustees shall set up a separate trust for the share of each deceased daughter. B. The Trustees shall divide the trust corpus of each separate trust into equal parts corresponding in number to the number of the children of the deceased daughter who shall survive me and shall allocate one of such equal parts to each child. ~; ~. / /1',,/,/ / ~ /-. // jf .ijq/fl?/. ,/~~c//~~ ( /- , , C. The Trustees shall pay to or expend and apply for the benefit of such children so much of the income and principal as they, in their sole discretion, deem necessary for the proper support, maintenance, welfare and education of such children, and any such distribution shall be made only from the part of the trust property designated as being for the child benefited. Any income not distributed shall be added to principal. D. The Trustees shall pay over to each such child the entire principal of his or her part as it shall exist at his or her attaining the age of twenty-one (21) years. E. In the event that one of said children predeceases me or dies prior to attaining the age of twenty-one (21) years, his or her part shall be added to the parts being held for his or her surviving brothers and sisters in equal shares. In the event that all of the children of one of my deceased daughters predecease me or die prior to attaining the age of twenty-one (21) years, I then give, devise and bequeath the remaining balance of the share of said deceased daughter to my surviving daughters in equal shares. F. No part of the income or principal of the property held under this trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual receipt thereof. The Trustees shall pay over the net income and the principal to the parties herein designated as their interests may appear without regard to any attempted anticipation, pledging or assignment by any beneficiary under a trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ITEM 3. In addition to the powers conferred by law, the Trustees shall have the following powers: !/~ -'. // .<~. /~~~/. //:/./"./'//. /;~ /"":;/fRc:1" /7 ~~~~Le~.-" ~ ~ / ~ -2- '. (a) To retain in their absolute discretion and for such period as to them shall seem advisable, any and all assets constituting the Trust Fund, without liability, for any loss incurred by reason of the retention of such assets. (b) To change investments and properties, and to invest and reinvest all or any part of the corpus of the Trust hereby established, in such securities, investments, or other property as to them seems advisable and proper, irrespective of whether the same are authorized for the investment of trust funds by the laws of the Commonwealth of Pennsylvania. (c) To sell all or part of the property which at any time may constitute a part of the Trust hereby established, at such times, upon such terms, for cash or on credit, with or without security, in such manner and at such prices, either at public or private sale, as to them shall seem advisable and proper, and to execute good and sufficient deeds and bills of sale therefore. (d) To lease any property held by them and fix the duration of the term, irrespective of the provisions of any statute or of the termination of the trust; and to mortgage, pledge, collect, convert, redeem, exchange, or otherwise dispose of any securities or other property at any time held by them. (e) To borrow money, whether to pay taxes, exercise subscriptions, rights, and options, pay assessments or to accomplish any other purpose of any nature incidental to the administration of the Trust hereby established, and to pledge any securities or other property held by them as security therefore. /i'/"'/ . /./ /'/ /70 a4i? ./?~/:;>-~~//d2" -- .::.- ".... ,,' / ,,,' -- .Ii''':' .. ,,- "v .,'/ ,~.-,,' ..'- .~' '",. ......-- (.,....-~,~ -3- (f) To enforce any bonds, mortgages, or other obligations or liens held hereunder; to enter upon such contracts and agreements and to make such compromises or settlements of debts, claims, or controversies as they may deem necessary or advisable; to submit to arbitration any matter or difference; to vote personally or by proxy any shares of stock which may at any time be held by them thereunder. (g) To consent to the reorganization, consolidation, merger, liquidation, readjustment of or other change in any corporation, company, or association, or to the sale or lease of the property thereof or any part thereof, any of the securities or other property of which may at the time be held by them thereunder, and to do any act or exercise any power with reference thereto that may be legally exercised by any person owning similar property in their own right, including the exercise of conversion, subscription, purchase or other options, the deposit or exchange of securities, the entrance into voting trusts, and the making of agreements or subscriptions which they may deem necessary or advisable in connection therewith, all without applying to any court for permission to do so, and to hold, redeem, sell or otherwise dispose of any securities or other property which they may so acquire, irrespective of whether the same be authorized for the investment of trust funds by the laws of the Commonwealth of Pennsylvania. (h) To cause to be registered in their name as Trustee hereunder, or in the names of their nominees without qualification or description, any securities at any time held in the Trust hereby established. -4- (i) To determine the manner in which the expenses incidental to or connected with the administration of the Trust hereby established shall be apportioned as between income and principal. (j) To carry out agreements made by me during my lifetime, including the consummation of any agreements relating to the capital stock of corporations owned by me at the time of my death, and including the continuation of any partnership of which I may be a member at the time of my death whenever the terms of the partnership agreement obligate my estate or personal representative to continue my interest therein, and to enter into agreements for the rearrangement or alteration of my interests or rights or obligations under any such agreements in effect at the time of my death. (k) To apportion extraordinary and stock dividends received by them between income and principal in such manner as they may see fit; provided, however that all rights to subscribe to new or additional stock or securities, and all liquidating dividends shall be deemed to be principal. The Trustees may freely act under all or any of the powers by this Agreement given to them in all matters concerning the Trust hereby established, after forming their judgment based upon all the circumstances of any particular situation as to the wisest and best course to pursue, without the necessity of obtaining the consent or permission of any person interested therein, or the consent or approval of any court, and notwithstanding that they may also be acting as an individual, or as trustee of other trusts, or as an agent for other persons or corporations interested in the same matters, or may be interested in connection with the same matters as stockholders, directors or otherwise. / " / //~ ~. '. .' ///'//..:,././'/: //...~' /w.' --,..' .6 . ~/,.</~...-.:.:>'-:f -- (-, . .ItA'<./"" /1 c; ..... ~>, /#. /?/"'c/ ...---- { ~I ~ I~' -5- The powers herein granted to the Trustees may be exercised in whole or in part, from time to time, and shall be deemed to be supplementary to and not exclusive of the general powers of trustees pursuant to law, and shall include all powers necessary to carry the same into effect. The enumeration of specific powers herein shall not be construed in any way to limit or affect the general powers herein granted. ITEM 4. The Trustees of the foregoing Trusts shall be my daughters, REGAN S. CHRISTIAN, KERR! S. FARRand HEATHER S. FISCHER. In addition to other provisions applicable to trustees generally, the following provisions shall apply to the Trustees: (a) No bond or surety shall be required of the Trustees or of any successor Trustee who shall serve hereunder. (b) The Trustees or any successor Trustees may resign by an instrument in writing. (c) The Trustees or any successor Trustee may appoint any person, firm or corporation, other than the Testatrix or any firm or corporation which the Testatrix has an interest, as successor Trustee. (d) Any successor Trustee shall have and may exercise all the rights, powers, duties and discretions conferred or imposed on the Trustee. (e) No one dealing with any Trustee need inquire concerning the validity of anything the Trustee purports to do, or see to the application of any money paid or property transferred to or upon the order of the Trustee. / / - ./ '~.l: // L;~/,. ;;:;/ h>#?/ "'l' -O//</?"//~<::--- I < -6- . . (f) No successor Trustee shall be obliged to examine the accounts and actions of any previous Trustee. (g) No successor Trustee shall be responsible in any way for any acts or omissions of any previous Trustee. (h) No Trustee shall be liable for any act or omission unless the same be due to that Trustee's own willful default. (i) In the event of the resignation, death or incapacity of any Trustee, and in further event that no successor Trustee has been appointed, then that vacancy shall not be filled and the remaining Trustees shall continue to serve as the only Trustees. (j) The compensation to be paid to any Corporate Trustee for its ordinary services as Trustee shall be at the rates prescribed for similar trust services in its standard compensation schedule in effect at the time of each charging of such compensation, unless it agrees in writing to a different fee arrangement. Any Corporate Trustee shall receive reasonable additional compensation for all requested or required extraordinary services. It may deduct the compensation at such time or times and from such sources as it may reasonably determine. Reasonable compensation shall be paid to any individual serving as Trustee, unless the individual waives the right to receive compensation. ITEM 5. Whenever and so often as any beneficiary hereunder to whom payments are herein directed to be made shall be under legal disability or in ~the sole judgment of my / /' / / //l~, 1#" "y. f-. I-- r>' ~... (;>c ,,/,,/ -<' .... .~_.::y~~/:;~/:::,.~~~- " / -7- . I . I Executrices or Trustees shall otherwise be unable to apply such payments to his or her own best advantage, my Executrices or Trustees may make all or any portion of such payments in anyone or more of the following ways: (a) Directly to such beneficiary. (b) To the legal guardian or conservator of such beneficiary. (c) To a relative of such beneficiary to be expended by such relative for the benefit of such beneficiary. (d) By themselves, expending the same for the benefit of such beneficiary. ITEM 6. I hereby constitute and appoint my daughters, REGAN S. CHRISTIAN, of Dunkirk, Maryland, KERR! S. FARR, of Williamsburg, Michigan and HEATHER S. FISCHER, of Lewisberry, Pennsylvania, as Executrices of my estate. In the event that one or more of my daughters is unable or unwilling to serve in this capacity, I then nominate, constitute and appoint the others as sole Executrices of my estate. In addition to the powers conferred by law, my Executrices shall have the same powers granted to my Trustees in ITEM 3 above. My Executrices are specifically relieved from the duty or obligation of filing any bond or bonds. .,~ .//L .:0/';> ./ G..".t- ~~.~.;.-'.; I l ~/ // /' ../ ,~b~?f!?,~i.'~::;':/_-- / -8- , , . + 1 IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, this L day of L/irr (?/1..',i~ ' 1999. //.( .' // .. .... ',/' /// ~,~.itc(/ ,/ 6/~::;/,d?' I/~. /. xc., < I L-.. . / / ./ " .:- L.... I Wilma L. Schroder (SEAL) WITNESS: /ILl tJdrt (' LQ r.' r. ~,~ 'lY). j~~\~ residing at 3r.f'l ~. \~ Il.vl/u?~ fL (7(('0 J-~ Q~Cly&~ 7(~J;c residing at ~&a) Pf\ \,019 -9- . ), ". . ~ .~. ,... .. ., COMMONWEAL TH OF PENNSYLVANIA COUNTY OF D Au PHI,J ) : SS. ) We, WILMAL. SCHRODER, ((()~ALb b.. t5 uTL~~ , and 'V A(<..LE. N E IV'. ~ U L', <:...k.. , 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 and that she had signed willingly (or willingly directed another to sign for her) and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to~ the best of their knowledge, the Testatrix was at that time eighteen years of age and older, of // sound mind and under no constraint or undue influence. ! /' /' 1/' / / / ,/ f" ,'I.' " I/~ {", " /-,,' (,-/J/1'AUL "Jf' z;l:/.?; ...v Wilma L. Schroder /l~tJ~ Witness ('\ () ;{J , } ^jQ~.~~ IV? '.' ' ~j;c Witness Subscribed, sworn to and acknowledged before me by WILMA L. SCHRODER, the Testatrix, and subscribed and sworn to before me by KuJ.JItLb b. e uTCE-K:. , ~d b AAL EN ~_ N1. G-u L- ; ~ (<' , the witnesses, this 7.,t, day of '0 EC-8 I'}) 8E I~ , 1999. e~ d(. ~~_ Notary PublIc My Commission Expires: NOTARIAL SEAL ::'HERYL L. FERGUSON, Notary Public cf Harrisburg, Dauphin County '~ission Expire~_~Er~_~.:..?OOO E Register of Wills lUMBFRLAND County, Pcnnsyh~lllia CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ~lL\tA L. SCHRODER Date of Death: 3/3/01 Estate No. SSN: 177-24-6334. File No. Date Letters Granted: .:. 9 01 Will or Administration No. 21-01-0262 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 3!20/~____ Address 745 OLD QUAKER ROAD LEWISBERR Y 3362 KIRKRIDGE DRIVE WILLIAMSBURG 328 GREENRIDGE DRIVE DUNKIRK PA 17339 Name HE:^\. THER S. FISCHER KERR! S. F:-\RR ~ K:-\ I-:.ERR! SCHRODER MI 49690 REGA\i S. CHRISTLA..~ MD 20754 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: 3/21/01 ~r~ , x Personal Representative Counsel for Personal Representative Signature BENJAMIN 1. BUTLER Name (Please type or print) Capacity: Address 500 N. THIRD STREET, 12TH FLOOR HARRISBURG PA 17101 Telephone No. (717) 236-1485 Register of Wills CUMBERLAND County, Pennsylvania INVENTORY Estate of Wilma L. Schroder No.21 01 0262 I Deceased Date of Death 03/03/2001 Social Security No. 177-24-6334 also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. I.D.No.: 81948 Personal Representative: () ~~.D~'~~~, Heather S. Fischer Name of Attorney: Benjamin J. Butler, Esquire Address: 500 North Third Street, 12th Floor Dated lL{ 3D Ii) ( r Harrisburg PA 17108-1004 Telephone: (717) 236-1485 Description Value Stocks & Bonds $5,000.00 Series EE United States Savings Bond - Issue Date 10/92 $4,012.00 $10,000.00 Series EE United States Savings Bond - Issue Date 10/92 $8,024.00 $25.00 Series E United States Savings Bond - Issue Date 2/43 $99.95 ?-- ~ ' ~~. L;P:~ OqUUl:J :;..).jla() $2,936.50 E*Trade - Account No. 4695-7903 100 shares Computer Assoc Intl, Inc. @ $29.365 \.~-{~:J I ~ { Putnam Investments vl: Ed [- JIO LO. (Attach Additional Sheets if necessary) Total - ".~ - ~-'<~-i88 JD '~~ .: ;ooeH $436,942.65 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory Wilma L. Schroder 21 01 0262 PaQe 1 Description of Inventory Description Value 1,536.098 shares Vista Fund - B $14,815.66 106.535 shares Health Sciences Tr - B $7,067.53 63.242 shares New Opportunities - A $3,143.44 243.744 shares Capital Appreciation - B $4,327.68 Cash, Bank Deposits, & Misc. Personal Property Mellon Bank - Account No. 142-792-2701 with accrued interest of $.57 $14,196.06 Mellon Bank - Account No. 885-001-3197 $1,931.53 Cash $68.49 E*Trade - Account No. 4695-7903 Money Balance $1,269.37 CPA 14 - Real Estate Invesment Trust $2,500.00 Mellon Bank - IRA Account No. IRA/00560273 with accrued interest of $1 ,409.77 **Not included on Schedule G because the beneficiary of the IRA was the Estatc** Mellon Bank - IRA Account No. IRA/01012866 with accrued interest of $2,480.81 **Not included on Schedule G becausc thc beneficiary of the IRA was the Estate** 1995 Lexus ES300 $84,084.38 $36,966.06 $11,500.00 Real Estate Subtotal $ $181,870.20 Continuation of Inventory Wilma L. Schroder 21 01 0262 Paqe 2 Description of Inventory Description Value Property located at 836 Wynnewood Road, Camp Hill Borough, Cumberland County, Pennsylvania value based on sale dated July 25, 2001 $240,000.00 Subtotal $ $240,000.00 Grand Total $ $436,942.65 - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 49 E 670 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT BUTLER BENJAMI J 500 NORTH T f" I ;-:; ;~.' 1 i.~,i 1 ~ . ()~~)() . ()i,:~~ HARR I SBURG,. ~"~l 1 7 1 !)C"! 0 1 '~J()'t - FOLD HERE FOLD HERE ESTATE INFORMATION: I FILE NUMBER 21-2001-0(:iJ~~' ~:; ~~"; [\1 ...'_, ..~, .r" '. " cJ ~1 ::~ <-+ ., ; .' ,,- c''"-f NAME OF DECEDENT (LAST) (FIRST) (MI) SCHRODER t.J I i__ i'^ (-1 -- DATE OF PAYMENT 6/04/201.) POSTMARK DATE O/OO/OOOi) COUNTY CUMBERLAND DATE OF DEATH 3/03/2005 H 1:. "" I H t:.r1 ~..:;, ;~~ l,_} L. ~.; c. ~ .( , -K.. .. TOTAL AMOUNT PAID ::: I,) ~ (> ('_: ;~, . ~ (:~I o .. ~ ~ .: ..: ~~" . ~^: d-, '0, /~ ( //', ,.: RECEIV;,~\~:lll:fl- (J.vf /'7 ~ ,>~ ~ '^ ~"!,>/~7 ~ PCf,.'CTf:";!: '." .,' ~ ' "0. \'0 '- .... , "--' ~. ..." ..' 4 '''' ,-,-~ ,/ " ',/r~~, "d./' I' /,? ,.;/ REMARKS C/O BE:-J.f /~:'" I CHECK ** j, J. .,.~ SEAL '~3 L. ..:' '. . C <{ C: '_.'=. (:i ,~j I REGiSTER OF VVILLS / ,: '-) /> . "-- "'v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' Ht;(, ., nd NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER JUN -6 m 1 :47 COUNTY ACN REY-73' EX AFP (01-02> BENJAMIN J BUTLER ESQ .03 BUTLER LAW FIRM PO BOX 1004 HBG 06-09-2003 SCHRODER 03-03-2001 21 01-0262 CUMBERLAND 202 WILMA L Allount Rellitted (~~E~ri PA In_'lb, MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 NOTE: To insure proper credit to your accountl subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ iff" = 736--EX--AFP-To'i':.-o2r----.-.-NcfficE'-oF--JiETE-RHIifATICfti-AifJi-AS-SESSHENY----------------------- - - - -- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF SCHRODER WILMA L FILE NO.21 01-0262 ACN 202 DATE 06-09-2003 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 251294.57 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 371645.20 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 371645.20 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATEI SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 1/ //- I . t:> - / <- - - J ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN * REY-485 EX AFP (01-051 .03 JUN-2 -"DATE ESTATE OF DATE OF DEATH f1LE NUMBER P,11 : ~UNTY ACN 06-03-2003 SCHRODER 03-03-2001 21 01-0262 CUMBERLAND 201 WILMA L Reu R:~:-,- BENJAMIN J BUTLER ESQ BUTLER LAW FIRM PO BOX 1004 HBG Amount Remitted (;.~lL PA l7l0aCllInbc.ld' MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 NOTE: To insure proper credit to your accountl submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE-V:483--EX--AFP--(oi~-03)-----.-i-Nb-ficif-OF--OETE-RMIiiATIb-N-Aiio-As-sESS;MENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF SCHRODER WILMA L FILE NO.2l 01-0262 ESTATE TAX DETERMINATION ACN 201 DATE 06-03-2003 1. Credit For State Death Taxes as Verified 25.094.57 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 37,645.20 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 37.645.20 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATEI SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \, 16 -d2/b-~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-1607 EX AFP (01-02) BENJAMIN J BUTLER ESQ BUTLER LAW FIRM PO BOX 1004 HBG '02 DATE ESTATE OF DATE OF DEATH FILE NUMBER 12 n '\ :[~4 COUNTY ACN 03-18-2002 SCHRODER 03-03-2001 21 01-0262 CUMBERLAND 101 WILMA L Amount Remitted \..;. PA 171.n': 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, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V: i 6"(fj-i3f-AFP-co1-:o21-------...-iNHERIY-ANCE-TAX--STA-fEHENT-"(fF'-AC-couiif--.-..--------------- - - - --- ESTATE OF SCHRODER WILMA l FILE NO.21 01-0262 ACN 101 DATE 03-18-2002 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: 01-24-2002 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 39,224.15 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-02-2001 AA496670 1,578.95 30,000.00 12-03-2001 CDOO0580 .00 7,724.15 03-04-2002 REFUND .00 78.95- TOTAL TAX CREDIT 39,224.15 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 if 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" (CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l \16-c2/b-~ , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT BUREAU Of INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 . Recut R;;.:.; eif DATE ESTATE OF DATE OF DEATH FILE NUMBER P 1 :{~UNTY ACN 01-25-2002 SCHRODER 03-03-2001 21 01-0262 CUMBERLAND 101 BENJAMIN J BUTLER ESQ BUTLER LAW FIRM PO BOX 1004 HBG '02 FEB -1 Amount Remitted C,s~riO, PA 17106~umc( '* REV-1593 EX AFP el2-00) WILMA L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 NOTE: To insure proper credit to your accountl submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ii-v: iS9"3-ix--AFP--fi'2---oin------..-iiftiER.ffANC-€-TAX-RECORD-Aii:rUSTifENT-..----------------------- - - - --- ESTATE OF SCHRODER WILMA L FILE NO. 21 01- 0262 ACN 1 01 ADJUSTMENT BASED ON: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION 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 DEDUCTIONS AND EXEMPTIONS: (1) (2) (3) (4) (5) (6) (7) 2401000.00 441426.76 .00 .00 1521515.89 .00 5211834.57 (8) 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected Net Value of Estate Subject to Tax (9) (10) 621537.67 241591.86 (11) (12) (13) (14) 10. 11. 12. 13. 14. TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: 9113 Trusts (Schedule J) (15) (16) (17) (18) .OOX 00 = 871.647.69X 045= .00 X 12 = .00X15 = (19) DATE 01-25-2002 9581777.22 871129.53 8711647.69 .00 8711647.69 .00 39.224.15 .00 .00 39.224.15 . ft......... ".."..... . " (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-02-2001 AA496670 11578.95 301000.00 12-03-2001 CDOO0580 .00 71724.15 TOTAL TAX CREDIT 391303.10 BALANCE OF TAX DUE 78.95CR INTEREST AND PEN. .00 TOTAL DUE 78.95CR · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REfLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM fOR INSTRUCTIONS.) REV-1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH c.F PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER WILMA SCHRODER REVIEWED BY ACN 2101-0262 101 Dianne McClain ITEM SCHEDULE NO. EXPLANATION OF CHANGES The Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax has been adjusted since the June payment was made within the Discount Period. ROW Paqe 1 'v /6"'c2/b -~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' ReeD' C Q.," I tt~- REV-1607 EX AFP (12-00) ~_ } 1 .02 FES-1 f) 1 ./1 c:; .,,1.../ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-28-2002 SCHRODER 03-03-2001 21 01-0262 CUMBERLAND 101 WILMA L BENJAMIN J BUTLER ESQ ,", _. ' BUTLER LAW FIRM \.J,~'rr. PO BOX 1 004 Clwn!>~d HBG PA 17108 Allount 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 paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V ;i6oi-ix-AFP--(i2-:o0)-------...-INHERi~..-ANcf-TAx--STA-fEHE-riT-OF-AC-CO[jN-f--...---------------- - - - -- ESTATE OF SCHRODER WILMA L FILE NO.21 01-0262 ACN 101 DATE 01-28-2002 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: 01-24-2002 P R I N C I PAL TAX DUE: ..................................................................mmnmm....mnmnm 39~224.15 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-02-2001 AA496670 1~578.95 30~000.00 12-03-2001 CDOO0580 .00 7~724.15 TOTAL TAX CREDIT 39~303.10 BALANCE OF TAX DUE 78.95CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE 78.95CR SIDE 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. ) I ~ --;:L/(; - ~ 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 Re~~;(_- R;~~ c'DA TE ESTATE OF DATE OF DEATH FILE NUMBER P 2 :g~NTY ACN 01-21-2002 SCHRODER 03-03-2001 21 01-0262 CUMBERLAND 101 .02 JAN 25 BENJAMIN J BUTLER ESQ BUTLER LAW FIRM PO BOX 1004 HBG Ca:nk PA 17108CUtnbij;~> ~)i 'fBIN' V REV-1547 EX AFP [12-00) WILMA L Amount Remitted J CHANGED (1) (2J (3J (4J (5J (6) (7) 240,000.00 44,426.76 .00 .00 152,515.89 .00 521,834.57 (8J 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 ~ HE-V =is"4-j-ix--AFP--fi"2-:oo1--Ntffici--oF-'rNHiifiTAifci-i:AX-A-ppRjrisiifiN:r,--ALi-oWANCi-oli----------- - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHRODER WILMA L FILE NO. 21 01-0262 ACN 101 DATE 01-21-2002 TAX RETURN WAS: (X J ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule G) 8. Total Assets 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 JJ 14. Net Value of Estate Subject to Tax 62,537.67 24,591.86 (1lJ (12) (13J (14J (9) (10) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 958,777.22 R7 l~g 1i3 871,647.69 .00 871,647.69 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 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (15) .00 X 00 = .00 (16) 871,647.69 X 045 = 39,224.15 (17) .00 X 12 = .00 (18J .00 X 15 = .00 (19J= 39,224.15 PAYMENT RECEIPT DISCOUNT (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-J 06-04-2001 AA496670 .00 30,000.00 12-03-2001 CDOO0580 .00 7,724.15 INTEREST IS CHARGED THROUGH 02-05-2002 TOTAL TAX CREDIT 37,724.15 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,500.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 19.23 TOTAL DUE 1,519.23 . 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.) 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 BUTLER BENJAMIN J 500 NORTH THIRD ST HARRISBURG" PA 17108-1004 nn____ fold ESTATE INFORMATION: SSN: , 77-24-6334 FILE NUMBER: 21 - 2001 - 0262 DECEDENT NAME: SCHRODER WILMA L DATE OF PAYMENT: 12/03/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/03/2001 NO. CD 000580 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,724.15 I I I I I I I I TOTAL AMOUNT PAID: $7,724.15 REMARKS: BENJAMIN J BUTLER ESQUIRE CHECK# 130 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 ~ ti 0< Name of Decedent: Wilma [ . Schroder Date of Death: 3/310] Will No. 700[-00262 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. account with the Court? Did the personal representative file a final 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 Clerk of the Orphans' Court and may be attached to thl0s~ ort. //[ih!/.~. /1 I.I'{ Date: 211 2/03 _ _ Stgnature f 8eniamin r. Butler Name (Please type or print) 5001\/. Third Street, PO Box 1004 HalTishllrO Address PA 171 OR-l 004 (7]7) 2361485 Tel. No . Capacity: Personal Representative X Counsel for personal representati ve COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ~-_,Ie: ;?, '4, ~ -'REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) I- Z W C W U W C w >- ~~(I) 0"'''' W"-O ,,00 H"''''' ~"-CD "- " DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Schroder Wilma L. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY c: 03/03/2001 03/18/1930 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [Xl 1. Original Return D 4. Limited Estate IKl 6, Decedent Died Testate {Attach copy of Will) o 9. Litigation Proceeds Received D 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10. Spousal Poverty Credit (date of death between 12.31.91 and 1-1-95) ,/ :///. FILE NUMBER 21-010262 ""'CciUNTYCODE ----ve~ - - Nmm:R- - '-../ SOCIAL SECURITY NUMBER 177-24-6334 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (dateofdeathpriortc 12-13.82) D 5. Federal Estate Tax Return Required .!.... 8. Total Number of Safe Deposit Boxes D 11. Ejection to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Ben'amin 1. Butler Es uire 500 North Third Street FIRM NAME (If Applicable) Butler Law Firm P,O. Box 1004 TELEPHONE NUMBER 717 236-1485 Harrisbur PA 17108-1004 z o ~ ..J ::l l- ii: <( u w 0:: z o ~ I- ::l a. :iE o u ~ I- >- z w o z o "- U) w '" '" o o 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) (1) (2) (3) (4) (5) (8) (11) (12) (13) (14) 240,000.00 4{)GJ;.76 =w d :s ;t;. -" g< IT . OFFICIAL USE ONLY 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (6) (7) (9) (10) :' 15iJ;15.89 <=J L.l I VJ :0 a? (Jl(J (f:'.?, C( (', r"" 1\ 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X _(15) 871,647.69 X .045 (16) X .12 (17) X .15 (18) (19) '-q Ii:.., ): . 521,834.57 v VJ N U1 16. Amount of Une 14 taxable at lineal rate 17. Amount of Une 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 958,777.22 62,537.67 24,591.86 87,129.53 871,647.69 871,647.69 39,224.15 39,224.15 Decedent's Comolete Address: STREET ADDRESS 836 Wvnnewood Road CITY. I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credil 8. Prior Payments C. Discount (1) $39,224.15 $30.000.00 $1 500.00 Total Credits (A + 8 + C) (2) 3. InteresUPenalty if applicabie D.lnterest E. Penalty $0.00 $0.00 TotallnteresUPenalty (0 + E) 4. If Line 21s greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enler the difference. This is the TAX DUE. (3) $31,500.00 $0.00 (4) (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a retain the use or income of the property transferred; ........................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 c. retain a reversionary interest; or ...................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............ ..............................................................-.................... 0 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which t. b f" d' I'? 'xl con ams a ene IClary eSlgna Ion. ....................................................................................................... ~ $0.00 $7.724.15 $0.00 $7,724.15 No 00 00 00 00 00 00 o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury.1 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 representauve is based on all information of which preparer has any knowledge. SIGNA TlJRE OF P RSON RESPONSIBLE FO IlING RETURN ADDRESS 745 Old Quaker Road Lewisbe SIGNATUR~ 0 ~REPRE~NTATIVE ADDRESS 500 North Third Street, P.O. Box 1004 Harrisburg PA 17339 DATE Z.-3-<l! PA 17108-1004 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviVing spouse is 0% [72 P.S. ~9116 (a) (1.1) (Ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The lax 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 beneficianes is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. ~9116(a)(1)]. The lax rate imposed on Ihe nel value of Iransfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. 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. 'EV"~"."('''(. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE IDENT DE ED NT ESTATE OF FILE NUMBER Schroder Wilma L 21 01 0262 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 survivors hiD must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Property located at 836 Wynnewood Road, Camp Hill Borough, Cumberland County, Pennsylvania value based on sale dated July 25, 2001 VALUE AT DATE OF DEATH $240,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 240 OO<J.OO '~'~"'."'''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Schroder Wilma L. All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21 01 0262 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION $5,000.00 Series EE United States Savings Bond - Issue Date 10/92 VALUE AT DATE OF DEATH $4,012.00 $10,000.00 Series EE United States Savings Bond - Issue Date 10/92 $8,024.00 $25.00 Series E United States Savings Bond - Issue Date 2/43 $99.95 E*Trade - Account No. 4695-7903 100 shares Computer Assoc Inti, Inc. @ $29.365 $2,936.50 Putnam Investments 1,536.098 shares Vista Fund - B Account No. A68-1-256-76-5642-BBBU $14,815.66 106.535 shares Health Sciences Tr - B Account No. A63-1-256-76-5642-BBBJ 57.067.53 63.242 shares New Opportunities - A Account No. A45-1-256-76-5642-BBBL $3.143.44 243.744 shares Capital Appreciation - B Account No. B28-1-256-76-5642-BBBS 54.327.68 TOTAL (Also enler on line 2. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 44.426.76 R~'""~'"", '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Schroder Wilma L. FILE NUMBER 21 01 0262 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. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION Mellon Bank - Account No. 142-792-2701 with accrued interest of $.57 VALUE AT DATE OF DEATH $14,196.06 Mellon Bank - Account No. 885-001-3197 $1,931.53 Cash $68.49 E*Trade - Account No. 4695-7903 Money Balance $1,269.37 CPA 14 - Real Estate Invesment Trust $2,500.00 Mellon Bank - IRA Account No. 1RA/00560273 wilh accrued interest of$I,409.77 **Not included on Schedule G because the beneficiary of the IRA was the Estate** Mellon Bank - IRA Account No. 1RA/OIOl2866 with accrued interest of$2,480.81 **Not included on Schedule G because the beneficiary of the IRA was the Estate** 1995 Lexus ES300 $84,084.38 $36,966.06 $11,500.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 152515.89 R~'''EX.'''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF Schroder Wilma L If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER 21 01 0262 SURVIVING JOINT TENANTIS) NAME ADDRESS RELATIONSHIP TO DECEDENT A. B c JOINTLY -OWNED PROPERTY: LEITER DATE DESCRIPTION OF PROPERTY "OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DEWS VALUE OF NUMBER TENANT JOINT deed forjoinUy-lleld realeslale. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. TOTAL (Also enter on line 6, Recapitulation) S (If more space is needed, insert additional sheets of the same size) <"'<5"-""(''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF Schroder. Wilma L FILE NUMBER 21 01 0262 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THENAMEOFTHETRANSFEREE,THEIRRElATIONSHIPTO DECEDENT AN DTHEDATEOFTRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPV OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPI.ICA8LE) 1. T. Rowe Price Services, Inc. - Growth & Income Fund IRA 200606043-7 $20,509.03 100. $20,509.03 849.587 shares @ $24.14 Beneficiaries: Regan Christian, Heather Fischer, Kerri Farr 2. T. Rowe Price Services, Inc. - New Horizon Fund IRA 520878952-6 $13,222.42 100. $13,222.42 592.668 shares @ $22.31 Beneficiaries: Regan Christian, Heather Fischer, Kerri Farr American Express Financial Advisors Mutual Funds (Non IRA ): 3. 986.563 shares Stock Fund@ $21.40 (A) - Account No. 01031452913 I 002 $21,112.45 100. $21,112.45 Beneficiaries: Heather Fischer, Kerri Farr & Regan Christian 4. 27,358.91 shs Cash Manage Fd@$1.00(A)-Acct. No. 01131452913 9 002 $27,391.28 100. $27,391.28 Beneficiaries: Heather Fischer, Kerri Farr & Regan Christian 5. 553.920 shares Growth Fund@ $33.27 (A) - Acct. No. 01191452913 3 002 $18,428.92 100. $18,428.92 Beneficiaries: Heather Fischer, Kerri Farr & Regan Christian 6. 2,062.829 shs Blue Chip Adv (B)@$8.765-Acct.No.01311452913 7002 $18,080.70 100. $18,080.70 Beneticiaries: Heather Fischer, Kerri Farr & Regan Christian 7. 1,442.005 shs European Equity (A)@$4.24-Acct. No. 01531452913 0 002 $6,114.10 100. $6,114.10 Beneficiaries: Heather Fischer. Kerri Farr & Regan Christian 8. 1,647.194 shs New Dimen. Fd (A)@ $26.35 - Acct No 02061452913 7 002 $43,403.56 100. $43,403.56 Beneficiaries: Heather Fischer, Kerri Farr & Regan Christian Mutual Funds (IRA ): 9. 1,226.255 shs New Dimen. Fd (A) @ 26.35 . Acct. No. 01061452913 8 002 $32,311.82 100. $32,311.82 Beneficiaries: Heather Fischer, Kerri Farr & Regan Christian 10. 520.708 shs Growth Fd (B)@ $31.60 - Acct. No. 02191452913 2 002 $16,454.37 100. $16,454.37 Beneficiaries: Heather Fischer, Kerri Farr & Regan Christian Annuities - Post 1985 (Non IRA): 11. Flexible Annuity NQ - Account No. 93004187396 7 004 $115,973.92 100. $115,973.92 Beneliciaries: Heather Fischer, Kerri Farr & Regan Christian 12. Flexible Port Ann NQ - Account No. 93005254658 5 004 $13,355.95 100. $13,355.95 Beneficiaries: Heather Fischer, Kerri Farr & Regan Christian Annuities - Post 1985 (IRA Rollover): TOTAL (Also enter on line 7, Recapitulation) $ 521 834.57 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Schr~der, Wilma, L. 21 01 0262 PaQe 1 Schedule G - Inter-Vivos Transfers & Misc, Non-Probate Property DESCRIPTION OF PROPERTY %OF ITEM I~ClUOETHENAMEOFTHETRANSFEREE, THEIR RELATIONSHIP TO OECEOENIANDTHE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ,l,TT,l.,CH A COP'Y OF TflE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) 13. Fixed Ret Ann VP - Account No. 93102641923 0 004 $40,752.35 100. $40,752.35 Beneficiaries: Heather Fischer. Kerri FaIT & Regan Christian IMA INon IRA): 14. AXP Brokerage Account - Account No. 00056300304 5 021 $22,409.19 100. $22,409.19 Beneficiaries: Heather Fischer. KeTTi FaIT & Regan Christian IMA liRA): 15. AXP Brokerage Acount - Account No. 00014274583 5021 $17,525.45 100. $17,525.45 Beneficiaries: Heather Fischer. Kcrri FaIT & Regan Christian Federated 16. Liberty US GO\'emment Money Market - Account No. 9891497 531,779.13 100. 5 I ,500.00 530,279.13 transferred into a joint account with Heather S. Fischer on 12/26/00 17. Federated Fund for US Go\'cmmcnt Securities - Account No. 9891497 566.009.93 100. 51,500.00 564.509.93 8.457.39 shares @ 57.805 transferred into a joint account with Heather S. Fischer on 12/26/00 SUBTOTAL SCHEDULE G $ J 75.476.05 GRAND TOTAL SCHEDULE G $ 521,834.57 R~15"~''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Schroder Wilma L. 21 01 0262 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Harner Funeral Home, Inc. $1,885.00 2. Catering and Miscellaneous Funeral Expenses $1,445.00 3. Flowers $321.71 4. Church and Organist $500.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) f EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2 Attorney Fees Butler Law Firm $15,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees $362.00 5. Accountant's Fees 6. Tax Return Preparers Fees Brown Schultz Sheridan & Fritz - 2000 Income Tax Preparation $550.00 7. Cumberland Law Journal - Estate Advertising $75.00 8. The Sentinel - Estate Advertising $84.11 9. Butler Law Firm - Photocopies $25.00 10. Register of Wills - Filing Fee $31.00 II. Cheryl L. Ferguson - Notary Fees $6.00 12. Cumberland County Register of Wills - Short Certificates $15.00 13. Real Estate Tax - 200 I School $104.53 14. Real Estate Tax - 2001 County $479.87 15. Sewer Bill $7.83 16. Settlement Charges from Sale of Rome on July 25, 2001 $2,407.00 17. Mellon Bank Account No. 040017-149 (Loan) - Interest $590.48 18. Tim Zeiders (removal of refrigerators) $100.00 TOTAL (Also enter on line 9, Recapitulation) $ 62537.67 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Schroder, Wilma, L. 21 01 0262 Paqe 2 Schedule H . Funeral Expenses & Administrative Costs. 87. ITEM NUMBER AMOUNT DESCRIPTION 19, $42.00 20, 21. 22. 23, 24, 25, 26. 27. 28, 29, 30, 31. 32, 33, 34. 35. 36. 37. 38. Pennsylvania Automobile Broker (car title transfer to Kerri Schroder) HOME I:\IPROVEMENT Home Depot (miscellaneous home improvements such as vanities and doors) Castle Clean - Carpet Cleaner Adams W E Windows Cleaning Company - Window Cleaner Gerald Porr Carpentry - Materials used to repair deck Gerald Poor Carpentry - Labor cost to repair deck and screen Waste Management - Dumpster cost to clean out house Robert Ward - Cleaned the ivy off of the roof and siding of house Bob's Pressure Washing A Best Landscaping Rick Sellars - Appraisal Bonnie and Phil Riesser Cleaning Brian Poor Plumbing & Heating Mr. Sandman - Floors McFadden Drywall Elwood Kitzmiller - Painting Gerald Poor - Contractor Essis & Sons - Carpet Fager Brothers - 1'\ew \Vatcr Heater ~ewspapcr Ad\'ertising $3,322.69 $51.94 $190.00 $1,129.00 $1,000,00 $347,51 $120.00 $590.00 $875.00 $275.00 $550.00 $353.00 $2,725.00 $2,900.00 $6,835.00 511,852.00 54,485.00 $605.00 5300.00 SUBTOTAL SCHEDULE H-B7 538,548.14 "''''':'.,,'''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Schroder. Wilma. L. FILE NUMBER 21 01 0262 Include unreimbursed medical expenses. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. 12. 13. 14. 15. DESCRIPTION AMOUNT $111.17 Quest Diagnostic White Rose Ambulance $279.75 West Shore EMS $453.63 Dermatology $14.90 Dentist $35.00 Penn State Medical $100.00 Mellon Bank Account No. 040017-149 (Loan) $15,188.72 Pennsylvania Department of Revenue (2000 PA-41) $592.00 Internal Revenue Service (2000 1041) $3,938.00 West Shore Country Club $333.51 First USA - Visa $452.04 PP&L $466.80 UGI $1,725.19 American Water $73.90 Verizon $189.11 TOTAL IAlso enter on line 10, Recapitulation) $ Ilf more space is needed, insert additional sheets of the same size) 24591.86 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Schroder, Wilma, L. 21 01 0262 PaQe 3 Schedule I . Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. Pennsylvania Department of Revenue (Estimated Income Tax Payment) $130.00 17. Internal Revenue Service (Estimated Income Tax Payment) $288.87 18. PCS One - Cell Phone Contract Buyout $67.26 19. Sewer Bill $66.00 20. Comcast Cable $86.01 SUBTOTAL SCHEDULE I $638.14 GRAND TOTAL SCHEDULE I $ 24,591.86 REV"':'EX<'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Schroder Wilm" I . ?1 01 02R? RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal d'lS{ributions, and {ransfers under Sec. 9116 (a)(1.2)] 1. Heather S. Fischer Daughter II3 rest, residue and remainder 745 Old Quaker Road Lewisberry, PA 17339 2. Kerri S. Farr N/KI A Kerri Schroder Daughter 1/3 rest, residue and remainder 3362 Kirkridge Drive Williamsburg, MI 49690 3. Regan S. Christian Daughter II3 rest, residue and remainder 328 Greenridge Drive Dunkirk, MD 20754 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV.1500 COVER SHEET II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $ (If more space is needed, insart addlllonal sheets of the same size)