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HomeMy WebLinkAbout01-0266PETITION FOR PROBATE and GRANT OF/L~ETTERS Estate o Marv S Pease No. ~ ~ ~' v ~ ~ ~~ .f also known as To: Deceased. Social Security No. 162-22-6667 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor named in the last will of the above decedent, dated October 4 , 1995 , 19 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at Sarah Todd Nu~sina_I~~me:, 106b We,St (list street, number and muncipality) ' Decendent, then years of age, died January 27, 2aa1 ~ , at Sarah Todd Homes Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: no exceptions Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. y ~/ ~ .~~^ U I' }~ ~~ Thomas L. Colestock ~:0 15 Drawning Street Hp, earl i cl P_,,,. PA 1 7'13 a~ w a O «i C GD OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will w~ d truly administer thQe~,es~tat~e according to law. Sworn to or affirmed and subscribed ~ ~ ~ • ~`Z ~ G ~ before me this NTH -- day of Thomas L _ Col e~tock ~~ M C~ ~ O a l _1-5-n=s~m.in.g-S t-r-e-e t ~ r i,~ - ,~~ MARY C LEWIS Register; , , $ ~a,aaa_ac~ ;l~ - ~~I~- c~ No. ?1 - 01 - ?66 Estate of Mary S . Pease ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 9 , ~ 2 a a La L in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated o t ~h r 4 , 19 9 5 described therein be admitted.to probate and filed of record as the last will of Mary S. Peasee and Letters Testamanta~zy are hereby granted to Thomas L . C©lestock FEES Probate, Letters, Etc.......... $ ? 3 5.00 Short Certificates(19 .......... $ 30.00 Renunciation ................ $ X-Pages $ 6.00 `lOP TOTAL $ ~~~~ nn Filed ........ MAR C, H . ~.~.. ~ 401........... . ~' Regist r~c!f"wit s L IS i" ~~- ii _ .._-.~\ ATTORNEY (Sup. Ct. LD. No.) a or P. Andrews, Esquire 15641 West Pomfret Street ADDRESS Carlisle, PA 17413 (717) 243-4123 PHONE Called attorney on 3-12-01 ~ 1 ~ - ~~ (his is ro cerrif} that the information here given is correctly copied from an original certificare of death duly filed with me as Local Registrar. The original certificate will be forwarded to the Mare Viral F.ecords Office for permanent fiPing. WARNING: It is illegal to duplicate this copy by photostat or photograph. I~ee for this certificate, ~<.00 P 7121155 No. ~r /~ H t os.1 u Rev. 2/87 TYPE/PRINT IN PERMANEN BLwCKINK z U w O O 3 Z ',l p~~H OF p f' t o/ ~, \rG _ 1_.ocal registrar ~- ~- ~' ,,; ~ ~;, a,.~ a `I 1 ~~ ~ = ~,c ., ~P~,,1,,~` -_ ~~TMFiVT OF,~;lllll, ~,,,,~~-.~, . j w ~` Date COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH cwc cr c err r.wr:w T NA1,~ DECEDENT IF rsr. Mrddts. Laal -•"-'.~__...~_ -___- --~--_ ~ ~ SEX SOCIAL SECURITY NUMBER 2 ~ ~ ( + ( ~l DATE OF DEATH ~MCM. OaY.'''sarl ' t. » .:1r ~ • ~A ~ ~ _- C`z.~~1w I ~ - Z 2 - ~ ~. ~ .. .~n;cJ.a ~ 2 1 2r C•.+ AGE (Lad eimrwyf UNDER 1 YEAR WIDER 1 DAY GATE t>F BNiTH BNTTHPtACE fCly and PLACE OF OEIQH ICne tk asy rXV - sae nwuctaro m ottra srdel /' MorWw ~ Day Noun = MkuAa !MOnn.oay.'kerl Stale dFaegnCounayl HOSPITAL: 1'^ OTHER: _ ` ' 7~ Yn. ' S. ll__ ~ ~ I r ~ ~ ~ I ~ I (Q a. ^ ~ ~ 1 %: ~C , 7. 11 ` IrpalwM ^ E WOIMpali•rll LJ DOA ^ M. N~ ~ F4WSnu ^ r3P•~M) ^ COUNTY OF DErQH CRY, BOR O, TWP OF DEATH FACILRY NAME (N nd ng~luton, gwr sueal arW nn+0sri NNS DECE NT OF WSPANIC ORIGIN? DE RACE -Am•ncan ' h, Black, WIw.. ale. l lS.f1Y~ ~~~ \ Ji r°1l` 11 ( ~- ~,~~ , ~~~ X rl !~ /~ , "~ 1~ W. c~a~C/~ ~~l A ~Lr~tl ~ / ; ~ -b IS lAr LJ N 1'M. ap.Cb CuD.n. ;.aic.i,. Pu.M Ritan..lt. (SP•~Y) ~ ,w ~~, , DECEDEM'SUSUAL GCCUPATION IiWOOF BIiSINESS/INDUSTRY Ww•S DECEDENT EVER tN DECEDENT'S EDUCATION ss/IWT/1t STATUS -MSniW SUHVIVMIG SPOUSE IGiw srrd d w«k dory durrq most do ntlt use robed) o~rking ~sl .i d~w ` ( / I 1 C ~ U.S ARMED FORCES? Yei ^ No ~ n c ErmenWylSecorrdary CdNgs t. S. Ut2 Never klarried. YYrmwed- p ~ , e (S{IS Tr~ dN ' IN wM. g^r• madsn namy [ - 1 - ' f1e. l C./~ C•l~ v~ ~ r l/Ill~~ 11b.~V ~ ~.7Ll,UCI. tY. « 1 1' ~ ( 1~. ( . ~ - 1 ~ ~11 G 11. ~v - l!l..~l'c_. 1.. DECEDENT'S MAKING ADDRESS ISuew.CrylTOwn. SUr. 74 COdel DECEDENT'S C ~ ^ Mr C ~c~ 1` ' A pq t7c dscW«w gwd M tw ACTUA 17 S L.1~ 1 I (, r~-~.., ~ F~ U--i C~ ~'~~ l 1~n~ (~ • . . p. a. law L 1~: w wu~cl a,. n " G °"'d"""•° ~~ ~ ` ~' ~ I ~ -{ ' lw ~_._ ~-\-1 L ~ ~~L~.'L \ A err on« sael k t ~ '°'m~"ip° pr ['s.:l)1 l `~ \I~ c ~ , tTe. ~- t7e. wawn.caw wtr.d C.yAkwo FATHER'S NAME est. Mrdae. Lastl MOTHER'S NAME iFrsl. Mdr7a. Madan Srarramel M1f0RMANT'S NAME (TyperPri~g _ ._ - gJF AITDRESS ISDes'l CAYlforn. LP 20e. (~ L j Y1'1 A ~ ~ C' L ~ 20b. L ~ /4 !' N S- <..~ `. 1 I CC METHOD of asPOSITwN DATE I)F asPOSITaN PLACE OF asPOSRaN - Nam. d c cr LrDCAT10N • cityrwwn, sty.. Z+P cod. Bunts CremMnrr ^ R«noval kam Slaa ^ D«tatrrl^ outer fSPaelyl ^ (Moon. Day. tbal n 1 ~~ ~ c>> ~C.,C: « • ,t„ (/~. c -) 1`u t ~ ~ L L ~ ` t t1 ' SIGNATURE OFaF RAL SERVtC~~ E OR PERSON ACTING AS SVCH {~-= LICENSE NUMBER 22b. ~ c ~ (~ ~ - L_ NAME SS OF F/tCK171/ ~ - ~:~. ~i ~i I 1 ~3 ~1 t~ 1 ~~~~..td~~ ~~- ~.d-ti-; . l ~ items 29e-e oMy wMn CMllyvg dre tMa d my krrowhdgs, rieatlt occurred at the ume, date and p4cs shad. LK:ENSE NUMBER GATE SIGNED plryeicisn a nol avar'lsoy at Ir11N d Death b • e«wy ew.. a deatn. a and~~T~~lly', ~~ ~~ ~~ ,/ 2a.. ,LJ~4.(~r"" dl L-~~~ /2 .---~ zab. ~ N - J~ 0 ~j `70 ~~ " L- ~1 zx. ~ ~ "7, L U o / ^erru 2.-26 mtlq W tXlmplele0 by NAE OF DEATH P~/I.Y ir.rr r DATE PRONOUNCED DEAD (MOnyI. Day. Year) MMS CASE REFERRED TO IAEDICAL EXAWNERIC R? • ptraon who prolnrrrces loath r1 ^ . ~1 No L7 Via 2a. ; U S /'i M. ZS. ~ / rt 7, ~ D D / M. 27. IAIIT 1: Enter dra diseases, irrjrrr4s «complications wnicn urued tM death Do rot eM« IM erode o1 dyirp, such ss cardiac or respratory arwsl, snack «heaA laauw. t Approximate PART Y: OtMr spnigew oorrd4iorrs eoraribAing b dean, OtA liY orrty err uw ort eats Yne. t keervel Detveen nD1 reerrYinp n Ere tarderlykp caw gival h PRAT 1. ~ orMet all deeW YYIEtM1-TE CAUSE IFna 1 r.srrlYrg n arrant---- .. ^ ~Z~ ~ ~' \ L~.-~ ` t ~~ . TO TOR AS A CONSEOUE NCE OFj: I . SeQuerrtiaay ka cardsione D. -- t . N any, feeding b irtrnedale OUE TO TOR AS A CONSEQUENCE DF): 1 carree Ea« UNOERLYN1fi I CAUSE (Dweaa. « rrywy e. t oat rrrrkaYd awns DIIE 101OR AS A CONSEQUENCE oF7: rea~srtg n Oeetlr) LAST t d. tAY1.S AN AUTOPSY WERE AUTOPSY FNIWN('S MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY A7 WORK? DESCRIBE IIDIN IIl1URY OCCURRED. PERFOFIMED7 AUULIIBLE PRIORW IMann. Day. 'rbarl COMPLETION OF CAUSE OF DEATH? NaturY ~ HomriW YM ^ No ^ AttWeM ^ Pendrrq Mwstgatun ^ M. Yq ^ No ~ ' `Ns ^ No ^ Suicide ^ CoWd rrat Ds determned ^ PUCE OF INJURY - AI Irorru. larm, W eel, taa«y, oNiu LOCATION IStrtraL GY7TOwn. Sw1 ~ C 2M. 2.b. M. Duildirp, a1c. ISpedv) lp. 2~- CERTIFIER lCnacn «ry orvl TIFY •CE SIGNATU ANO TITLE tx C Tlf TER •ec R IN6 PNYf1C1AN IPnys~can crvrJyrg cause d dean omen anaher phys.c.an has ponourc•d deals ano canpvrea Item 27) To Ure deal of my knowledge, deetA occurred dw b /M cause s and manner N ststed ................................................... ^ l 1 • • ~" L _ r w~\ w I~ L. 7tb. 'PRONOUNCING AND CERTIFYING PHYSICIAN IPnystun horn yorrourc~ny death and cerutyny to cauw of deaiM io the best of wr knowled e deals occurred at tM tlma and and due to the uusely sod manner ~. stated dau lace LICENSE NUMBER D SgNEDIM«rn. Day. yaarl „~. mD p (~, ~. `1 I ~ Tta. J b ~ 2 ~uV I y .......................... g , , , p , AME AND ADDRESS Of PERSON WHO COMPLETED CAUSE OF OEATN • 'MEDICAL E%AMINER/CORONER ~ er1l 27 Typs a Prim F G ~ O!iij ` 6~. dr Z ^ S CV y'Y~ ~1 YY1~ ~ On lM beala of eaaminatlon andlor Inresllyation, in my opinion, death occurred al the lime, dale, and place, and due to the cause(s) and ~tamanne/ as stated .................................................................................................. ^ 7 c 32. 8 5~ ~ Z~.-hv, r ~ fit}. ~ C.Z!` ~ REGt S SIGNATURE AND NUMBER 1 l ~ DATE FILED (MOruh. Oay. Pearl ~` ~'~n-~~ b e o ~Qh . .~v r~~;- 3..J n,~~~U 3 ~ ~a coo ~ • U / ' 21 - 01 - 266 LAST WILL AND TESTAMENT OF MARY S. PEASE v v a I, MARY S. PEASE, of Lower Paxton Township, Dauphin County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and estate taxes occasioned by my death and incurred with respect to property passing by this Will. ITEM II: I give and bequeath my tangible personal property, including my automobile, personal effects (including my diamond ring and other jewelry) and household goods, to my nephews, THOMAS L. COLESTOCK and TIMOTHY S. COLESTOCK, to be divided between them as they may agree in shares as nearly equal as is practical. ITEM III: I give and bequeath Five Thousand Dollars ($5,000.00) to my nephew, DANIEL S. SHEESLEY, of Harrisburg, Pennsylvania. ITEM IV: I devise and bequeath the residue of my estate, of every nature and wherever situate, in equal shares, to my nephews, THOMAS L. COLESTOCK and TIMOTHY S. COLESTOCK. Should either predecease me, I devise and bequeath his share to his issue, per stirpes. 2 ITEM V: I appoint THOMAS L. COLESTOCK, of Carlisle, Pennsylvania, Executor of this my Last Will and Testament. Should THOMAS L. COLESTOCK fail to qualify or cease to act as Executor, I appoint TIMOTHY S. COLESTOCK of Chicago, Illinois, as Executor of my estate. ITEM VI: I direct that my Executor and his successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, MARY S. PEASE, have hereunto set my hand and seal to this my Last Will and Testament, consisting of two (2) typewritten pages, each of which bears my signature, this ___~~_ day of ~~~_,,. ~~,,~ , 1995. '` ~ ~ (SEAL) Mary S. P se, Testatrix Signed, sealed, published and declared by the above-named Testatrix, MARY S. PEASE, as and for her Last V~ill and Testament, in the presence of us, who, at her request, in her sight and presence, and in th.e sight and presence of each other, have hereunto subscribed our names as witnesses. ~~ COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) WE, MARY S. PEASE, TAYLOR P. ANDREWS, and D~C~,~~a.l~~C ~'. %6.zs~--._ ,the Testatrix and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as and for her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and 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 the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. or Y. Andrews, Subscribed, sworn to and acknowledged before me by MARY S. PEASE, the Testatrix, and subscribed to and su-~ or affi~~~~ed to before me by TA`~I.OR P. ANDREWS and ~~n~r-t ~. C' l~,f~ s ~;-. ,witnesses, this ~ ~`` day of _ ~~,,~,~,~ 1995. I / `~~~ ~c~~ ~ ~~-~ SEAL { ~` '~ ) Notary Public NOTARIAL SEAL BRENDA L. BREHM, NOTARY RtBUC CARLiSIE QORO, CUMBERLAND COtltrfTY MY COMMISSION EXPIRES JANUARY 6, f996 1_.- ~- CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Mary S. Pease Date of Death: January 27, 2001 Will No: 21-01-0266 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 17, 2001: Thomas L. Colestock 15 Downing Street Carlisle, PA 17013 Timothy S. Colestock 831 N. Columbian Avenue Oak Park, IL 60302 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Daniel S. Sheesley, whose address is unknown. Notice shall be provided as as his wheye~oLyts is determined. .~!~ \ ,: Date: May 17, 2001 `P'aylor P. Andrews, Esquire 78 West Pomfret Street Carlisle, PA 17013 Phone: 717-243-0123 Capacity: Counsel for personal representative 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 REY-1547 EX AFP <12-00) DATE 08-27-2001 ESTATE OF PEASE MARY S DATE OF DEATH 01-27-2001 FILE NUMBER Z1 01-0266 COUNTY CUMBERLAND TAYLOR P ANDREWS ESQ ACN 101 ANDREWS 8 JOHNSON Amount Remitted 78 W POMFRET ST CARLISLE PA 17013 ~~ , 33I. O MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -+~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP t12-00) NOTICE OF INHERITA~tCE TAX APPFCAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PEASE MARY S FILE N0. 21 01-0266 ACN 101 DATE 08-27-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate i5chedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule Cl 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) .00 (2) .00 (3) .00 (4) .00 (5) 149,816.60 (6) .00 (7) .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. 149,816.60 APPROVED DEDUCTIONS AND EXEMPTIONS: 14,045.10 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I] (10) 6,8 9 7.9 2 11. Total Deductions (11) 20.943.02 12. Net Value of Tax Return (12) 128, 873.58 13. CharitablelGovernmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0 14 e of Estate Subject to Tax t V l N (14) 128,873.58 . e a u NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 0 0 0 0 .00 15. Amount of Line 14 at Spousal rate (15) • = X 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 . .00 17. Amount of Line 14 at Sibling rate (17) .0 0 X 1 2 .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 128,874.00 X 15 19,331.04 19. Principal Tax Due (lq)- 19,331.04 twv ~+na*-Yr~. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+l INTEREST/PEN PAID (-) AMOUNT PAID PAYMENT MUST BE MADE BY 10-27-2001*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 19,331.04 INTEREST AND PEN. .00 TOTAL DUE 19,331.04 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before Decewber 12, 1982 -- if any future interest in the estate is transferred in possession or enjoywent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Cowwonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirewents of Section 214D of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and subwit with your paywent to the Register of wills printed on the reverse side. --Make check or woney order payable to: REGISTER OF iiILL5, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, way be requested by cowpleting an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Bills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forws ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Any party in interest not satisfied with the appraisewent, allowance, or disallowance of deductions, or assesswent of tax (including discount or interest) as shown on this Notice roust object within sixty (601 days of receipt of this Notice by: --written protest to the PA Departwent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the wetter deterwined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assesswent should be addressed in writing to: PA Departwent of Revenue, Bureau of Individual Taxes, ATTN: Post Assesswent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-1501) for an explanation of adwinistratively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar wonths after the decedent's death, a five percent C5%) discount of the tax paid is allowed. PENALTY: The 15% tax awnesty non-participation penalty is cowputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax awnesty period. This non-participation penalty is appealable in the save wanner and in the the save tiros period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) wonths and one C1) day frow the date of death, to the date of paywent. Taxes which becawe delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per annuw calculated at a daily rate of .000164. All taxes which becawe delinquent on and after January 1, 1982 will bear interest at a rate which will vary frow calendar year to calendar year with that rate announced by the PA Departwent of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becowes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assesswent. If paywent is wade after the interest cowputation date shown on the Notice, additional interest roust be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 TAYLOR P ANDREWS ESQ ANDREWS & JOHNSON 78 W POMFRET ST CARLISLE PA 17013 REY-1547 EX AFP c12-00) DATE OS-27-2001 ESTATE OF PEASE MARY DATE OF DEATH 01-27-2001 FILE NUMBER 21 01-0266 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 S CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR -------- YOUR RECORDS ----------------- -~ -------- -------------------- ----------------------------------------------------------- REV-1547 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PEASE MARY S FILE N0. 21 01-0266 ACN 101 DATE 08-27-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1l .0 0 NOTE: To insure proper 2. Stocks and Bonds tSchedule B) (2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Inter®st (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable [Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 49,8 16.6 0 tax payment. 6. Jointly Own®d Property (Schedule F) (6l .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (g) 149,816.60 APPROVED DEDUCTIONS AND EXEMPTIONS: 14,045.10 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10l 6,8 9 7.9 2 11. Total Deductions (11) 20 .943 _ 02 12. Net Value of Tax Return (12) 128,873.58 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0 14 Net Value of Estate Subject to Tax (14l 128, 873.58 . NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 X 0 4 5 . .0 0 17. Amount of Line 14 at Sibling rate (17) .00 X 12 c .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18] 128,874.00 X 15 19,331.04 19. Principal Tax Due (19)= 19,331.04 TAY ~DCt1TTQ. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-l AMOUNT PAID PAYMENT MUST BE MADE BY 10-27-2001*. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 14,331.04 INTEREST AND PEN.- .00 TOTAL DUE 19,331.04 * IF RAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS-FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the. decedent after the expiration of any estate for life or for Years, the Cowmonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with Your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF KILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CDRRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the sawe time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .D00247 2001 9% .000247 1988-1991 11% .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. /~-a~~ -~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT Re~co~~~~ ~~ of Red}t~ ~. `~r~~4~S TAYLOR P ANDREWS 'E~Q ~ 26 ~~ ~7 ANDREWS & JOHNSON 78 W POMFRET ST Lfr~n~z: ~ <- =i 1GuCi CARLISLE (:R1~i1~1~: ..:i> • , P~ ~~ v REV-1607 EX AFP (12-DO) DATE 11-19-2001 ESTATE OF PEASE MARY S DATE OF DEATH 01-27-2001 FILE NUMBER 21 01-0266 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP t12-00) ~*~ INHERITANCE TAX STATEMENT OF ACCOUNT **~ ESTATE OF PEASE MARY S FILE N0. 21 01-026b ACN 101 DATE 11-19-2001 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: 08-27-2001 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 19,331.04 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 10-04-2001 CD000353 .00 19,331.04 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ` ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 19,331.04 .00 .00 .00 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable ta: COMMONWEALTH OF PENNSYLVANIA. REFUND CCR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three Cal calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9l months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 20D0 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUIiBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 000353 ANDREWS & JOHNSON ATTYS 78 W POMFRET STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 162-22-6667 FILE NUMBER: 21- 2001- 0266 DECEDENT NAME: PEASE MARY S DATE OF PAYMENT: 10/05/2001 POSTMARK DATE: 10/04/2001 couNTY: CUMBERLAND DATE OF DEATH: 01 /27/2001 ACN ASSESSMENT CONTROL NUMBER REV-1162 EX(11-96) AMOUNT 101 ~ $19,331.04 TOTAL AMOUNT PAID: REMARKS: THOMAS L COLESTOCK C/O ANDREWS & JOHNSON ATTS CHECK# 120 SEAL INITIALS: PB RECEIVED BY: MARY C. LEWIS $19,331 .04 REGISTER OF WILLS REGISTER OF WILLS n ~ ~ r ~ N -~ ~ ~ O m ~ (~Q -q ~ C~ ~' `~ LI .~ O m W ~ f C '~ -~.,. r _. ~•_,~ ~;: iii .~~ l; ~ f~~ n~~~ ~ C~ ~ cs~ N ~, N N O ~ ~ ~~ o ~ c `~ j~ ~ w s~ ~. -~ c~ n O N N ~~ .. qtr ~ ~ ~ _=`~ ~, i ~ ~ f1. 1~~\ ~• STATUS REPORT UNDER RULE. 6.12 '~ ~,r~ t~ Name of Decedent. ~~ Date of Death: / -- Z 7 - ~ Will No. ~(~~~ ~'~ `"~`~ Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes_~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No~_. 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 J~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attache to this eport. ~... ` '~ Date: ~~7 ~-( ~`"~z Sign re Name (Please type or print) ~[ ! Address ' Tel. No. Capacity: Personal Representative _~Counsel for personal representative (MAH:rmf/AM3) __ Cumberland County - Register Of Wills Hanover and High Street ._ Carlisle, PA 17013 ~ Phone:(717) 240-6345 Date: 12/06/2002 THOMAS L COLESTOCK 15 DOWNING STREET CARLISLE, PA 17013 RE: Estate of PEASE MARY S File Number: 2001-00266 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 1/27/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, MARY C. LEWIS REGISTER OF WILLS cc : ~~ File Counsel Judge 1(~-Za(~- (~ OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 INHERITANCE FILE NUMBER DEPARTMENT OF REVENUE DEPT. 260601 HARRISBURG, PA 17126-0601 TAX RETURN RESIDENT DECEDENT 21- 01- 266 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER F z Pease, Ma S. 162-22-6687 p DATE OF DEATH (MM-DD-YY) DATE OF BIRTH (MM-DD-YY) THIS MUST BE FILED IN DUPLICATE W U 1/27/01 7/14/16 WITH THE REGISTER OF WILLS W (IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER a 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return m w a ~ 4. Limited Estate ~ 4a. Future interest Compromise ~ 5. Fed. Est. Tax Return Req'd = O O ~ a m 6. Decedent Died Testate ~ 7. Decedent had Living Trust _1_e. Total number of SDB's a 9. Lirg'tion Proceeds Recd 10. Spousal Poverty Credit 11. Election to tax w/ Sec. 9113(A) w NAME: COMPLETE MAILING ADDRESS: O ~ Taylor P. Andrews, Esq. N FIRM NAME: Taylor P. AndreWS, Esq. ~ Andrews 8 Johnson Andrews 8 Johnson p TELEPHONE NUMBER 78 W. Pomfret St. ~ Tv us-0~25 Carlisle, PA- 17013 1. Real Estate (Schedule A) (i) $0.00 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) $0.00 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages 8 Notes Receivable (Schedule D) (4) $0.00 Z ~ 5. Cash, Bank Deposits 8 Misc. Personal Prop.(Sch.E) (5) $149,816.60 F•- 6. Jointl Owned Pro a Schedule F 6 Y P rtY ( ) ( ) $0.00 g 0 Separete Billing Requested F 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) a- 8. Total Gross Assets (total lines 1-7) (6) $149,818.80 Q 9. Funeral Expenses 8 Administration Costs (Sch H) (9) $14,045.10 uJ tr 10. Debts of Decedent, Mortgage liabilities, 8 Liens (10) $6,897.92 11. Total Deductions (total lines 9&10) (11) $20,943.02 12. Net Value of Estate (Line 8 minus Line 11) (12) $128,873.58 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (13) 14. Net Value Subject tD Tax (Line 12 minus Line 13) (14) $128,873.58 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES p 15. Amnt of Line 14 taxable at the spousal rate, ~ or transfers under Sec.9116(a)(1.2) x.0_ (15) $0.00 a 16. Amount of Line 14 taxable at lineal rate $0 x.045 (16) $0.00 0 17. Amount of Line 14 taxable at sibling rate $0 x.12 (17) $0.00 V 18. Amount of Line 14 taxable at collateral rate $128,874 x.15 (18) $19,331.04 19. Tax Due (1s) $19,331.04 20 n CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS 1000 W. South St. CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discounts 3. InteresVPenalty if applicable D. Interest E. Penalty (2) Total Interest/Pentatty (D+E) (3) 4. If Line 2 is greater than Line 1 +Line 3, enter the di/ference. This is the OVERPAYMENT. (4) Check tax on Page 7 Line 20 to request a refund TMaI Credds (A+B+C) (t) $19,331.04 $0.00 $0.00 5~ If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $19,331.04 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (56) $19,331.04 Make Check Payable to: REGISTER OF WILLS, AGENT k::b.:b.:bRk\``@:k.kdak .kr:k"kS'k1`Y^. "`T :"K;`~~ki•~;~:koa'Hb<.A\kbSkxb\kY.kb'.kb:Y:kY.kba:.P:kY`. `iw .y`.y.., ..\Cx~Nkk:.;.;~•\@ ;y,~ ~~ c ... ki:s.;b3 b b b\M`. w_ 3 ~ x k CcCn~~ o ~beb\ ,.,ni.~k ~A s.;k~3~.s?t~s n. . ~Y<s.k~A b~D.b~ gkgT,nb~t~.. bb?;~. h.s~~Y 3x sdtt ~>... k`ckbk Cb iv kni~su~.T(C°~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: yes n0 a. retain the use or income of the property t2nsfened. b. retain the right to designate who shall use the property iranserred or ds income: c. retain a reversionary interest: or d. retain the promise for life of either payments or care? 2. If death occurred after December 12, 1982, did decedent transfer pmperty within one year of death without receiving adequate consideration? 3. Did decedent own an "in trust fof' 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 properly which contains a beneficiary disignation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE O AND FILE IT AS PART OF THE RETURN. Jntler Penalties of perjury, I tledare Mat I have examined this reNm, indutling accompanying schetlules and statements, antl to the best of my knowledge antl belief, it is true, correct and complete. For tlates of death on or after July 1, 2W11'. 'he tax rate imposed on the ne[value of transfers from a deseased chiltl lwanry-one years W age or younger at tleath [o or far [ha use of a naNral parent, an atloptive parent, or a stepparent of Me chiltl is 0% [l2 P.S. Sec. 9118(a)(1.2)]. The [ax rate Imposetl on [he net value of tansfers to or for [he use of Me tlecedenCS lineal benaflcieries is 4.5%, except as noted in ]2 P.S. Sec. 9118(1.2) p2 P.S. Sea91 t8(a)(1). The [ax mte imposetl on the net value of transfer to or for the use of Me tlecedenl's siblings is t2% [/2 P.S. Sec.9118(aj(1.3p. A sibling is tlafined, under Section 9102, as en individual who has at least one parent in common with Me tlecetlenq whether by blood or atloption. For dates of tleaM on or after July t, 1994 and before January 1, 1995, [he [ax rate imposed on [he net value of trenslars to or for Me use of [he surviving spouse is 3% p2P.S. Sac. 9116(a)(1.1)(I)i. Por dates of death on or after January 1, 1895, Ma tax rata imposetl on [he net value of transfers to or for the use of [ha surviving spouse is p% p2 P.S. Sec. 9118(a)(1.1)(ii)]. The statute tloes not exempt a transfer [o a surviving spouse from tax, antl the statutory requirements for tlisdosure of assets antl tiling a tax return era still applicable even if Me surviving spouse is the only benepciary. LAST WILL AND TESTAMENT OF MARY S. PEASE I, MARY S. PEASE, of Lower Paxton Township, Dauphin County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and estate taxes occasioned by my death and incurred with respect to property passing by this Will. ITEM II: I give and bequeath my tangible personal property, including my automobile, personal effects (including my diamond ring and other jewelry) and household goods, to my nephews, THOMAS L. COLESTOCK and TIMOTHY S. COLESTOCK, to be divided between them as they may agree in shares as nearly equal as is practical. ITEM III: I give and bequeath Five Thousand Dollars ($5,000.00) to my nephew, DANIEL S. SHEESLEY, of Harrisburg, Pennsylvania. ITEM PV: I devise and bequeath the residue of my estate, of every nature and wherever situate, in equal shares, to my nephews, THOMAS L. COLESTOCK and TIMOTHY S. COLESTOCK. Should either predecease me, I devise and bequeath his share to his issue, per stirpes. 2 ITEM V: I appoint THOMAS L. COLESTOCK, of Carlisle, Pennsylvania, Executor of this my Last Will and Testament. Should THOMAS L. COLESTOCK fail to qualify or cease to act as Executor, I appoint TIMOTHY S. COLESTOCK of Chicago, Illinois, as Executor of my estate. ITEM VI: I direct that my Executor and his successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, MARY S. PEASE, have hereunto set my hand and seal to this my Last Will and Testament, consisting of two (2) typewritten pages, each of which bears my signature, this ~ day of ~~~ , 1995. `7_.v ~ _ ° (SEAL) Mary S. P se, Testatrix Signed, sealed, published and declared by the above-named Testatrix, MARY S. PEASE, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) WE, MARY S. PEASE, TAYLOR P. ANDREWS, and GQ~nul~! ~, ~tas~ ,the Testatrix and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as and for her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and 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 the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by MARY S. PEASE, the Testatrix, and subscribed to and sw~9~q or affirmed to before me by TAYLOR P. ANDREWS and QcncrtGC ~ ~.1ri~fits ~,-. ,witnesses, this ~/ "' day of ~-_a~,ke r 1995. ~~a~ ,~~~~?-~-~~-(SEAL) Notary Public ~~ NorARUU seAL BIIENOA L. BRENM, NOTARY PUBUC CARLISU: BOi10, CUM6611AN0 COUNTY MY COMMISSION IXMRTS JANUARY 8. 1996 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUSPERSONALPROPERTY ESTATE OF FILE NUMBER Mary S. Pease 21-01-0266 Gall propertyjoirdlyowned with Right of survivorship must be disclosed an Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 First Union Account 1000613105922 $13,306 2 First Union Accoun[ 3067981010117 $123,626 3 Retirement death benefit PSERS $1,281 Jewelry -ring as per attached appraisal 5 Clothing 6 1995 Buick Regal -low milage $1,500 $914 $9,190 TOTAL (also on line 5, Recapitulation) $149,817 p ,1~ N' First Union National Bank Atfi: Account Verifications P O Box 40028 Roanoke VA 24022-7313 April 19, 2001 ANDREWS & JOHNSON ATTORNEYS AT LAW 78 WEST POMFRET STREET CARLISLE, PA 17013 Reference ID: 155765 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: MARY S PEASE (SSN# 162-22-666'n Date of Death: January 27, 2001 Deo osit Account Information Account Account Dale of Death Average Dale MaNrity Interest Accmed YTD Date Type Number Balance Balance• Opened Date Rate Interest Interest Paid Closed CHECKING 1000613105922 $13,305.82 1/2/1950 LEGAL TITLE: MARY S. PEASE THOMAS COLESTOCK-POA NON-INTEREST BEARING ACCOUNT SAVMGS 3067981010117 $123,626.04 1/1/1995 $454.96 $589.53 LEGAL TITLE: MARY S. PEASE THOMAS COLESTOCK-POA ' Due to system limitations, we can only provide a twelve month average balance on depository accounts. Other Account Information Account Account Dale of Death Dale Dale Title(s) Type Number Balance Opened Closed SAPS DEPOSIT BOX 0758540100255 2/6/1995 MARY S. PEASE THOMAS L. COLESTOCK-POA LOCATION: 1085 E. PARK DRIVE HARRISBURG, PA. 171 I I PHONES 717-561-3294 001032 --~ I. FN ® Reference ID: 155765 ' Date of death balance does not include accrued interest. ` If date of death occurts on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. April 19, 2001 Signature of Depository Repre~ tative Date Drema Rubinoff Servicenter Associate (540)563-7323 Depository Representative Title ~ Phone Number sss; ag 001032 C. THOMAS PARKER Appraisal for estate purposes of: Mary Pease c/o Thomas Colestock 15 Downing St. Cazlisle, PA 17013 CONSTANCE F. PARKER Ladies 3 stone ring of fourteen karat white gold with a 1 mm wide shank with three diamonds set in 4 prong heads each. The two side diamonds aze badly damaged and therefore cannot be considered for a value. Center diamond is a round brilliant cut measuring 5.9 mm in diameter and 3.4 mm deep with an approximate weight of .75 cazat. There aze three small naturals visible on the thin girdle. Color is graded I and clarity SI-1. Mounting shows signs of weaz and measures finger size 7%. All evaluations were done with diamonds in the mounting. Value: $1500.00 excluding taxes. C. Thomas Pazker Constance F. Parker 824 NORTH COLLEGE STREET CARLISLE, PENNSYLVANIA 1 701 3-1 304 (717) 249-3531 Date MS1V Carpoint Kelley Blue Book Print Page Gr~l"~ol Page 1 of 1 Your complete source for car buying information Ke I I ey B l u e Book Monday, July 02, 2001 Suggested Retail* Report 1995 Buick Regal Limited Sedan 4D V6 3.8 Liter Engine Automatic Transmission 10,000 Miles Pennsylvania Selected Equipment Front Wheel Drive Air Conditioning Cruise Control Dual Air Bags Power Door Locks Power Steering Power Windows Tilt Wheel ABS (4-Wheel) AM/FM Stereo Steel Wheels Vehicle in "Excellent" condition An excellent vehicle rating means that the vehicle looks great, is in excellent mechanical condition and needs no reconditioning. It should pass a smog inspection. The engine compartment should be clean, with no fluid leaks. The paint is glossy and the paint, body and interior are free of any wear or visible defects. There is no rust. Tires are the proper size and match and are new or nearly new. A clean title history is assumed. 'Suggested Retail Value Suggested Retail Value represents the price a dealership might ask for this make and vehicle. The price represents a fully reconditioned vehicle in excellent condition. This retail price is not atrade-in or private value, but rather assumes ~~' ~ 9~* that a dealer has absorbed the cost of making the vehicle ready for sale, i.e. reconditioning, advertising, sales commissions, arcanging for financing and insurance and standing behind the vehicle for any mechanical or safety problems. Many late-model vehicles at this price have passed an inspection program or carry a warcanty. Actual dealer pricing may vary from this price. Back to Kelley Blue Book Go to CarPoint Used Car Marketplace Copyright ®2001 by Kelley Blue Book Co., All Rights Reserved. May-Jun 2001 Edkion. The in/ormetion in this report is intended /or the personal use of the customer onty and may not be sold or hansmitted to another party. We assume no responsibility rw errors or omissions. /printpage.asp?type=retail&tid=11694&c=id11694c2e1tOm10000 353298 352887 352972 3528/2/01 MSN Carpoint Criteria subframe 1995 Buick Regal Limited Sedan 4D Kelley Blue Book Suggested Retail Value To determine a vehicle's initial value, enter the Mileage and select an Engine. Mileage Engine Transmission 10,000 V6 3.8 Liter "" ~~ ~ .................~ Automatic Condition This vehicle is being represented as fully reconditioned, in excellent condition. Drive r' Front Wheel Drive Option Package r Gran Touring Pkg Convenience, Comfort and Safety Features ~ Air Conditioning ~ Cruise Control ~ Dual Air Bags ~ Power Door Locks ~ Power Steering (r Power Windows r Tilt Wheel r ABS (4-Wheel) Audio ~ AM/FM Stereo r Cassette r CD ChangedStacker r Compact Disc r Integrated Phone f Premium Sound Interior ~ Leather ~' None of the above Seats ~ Dual Power Seats r Power Seat Roof ~ Moon Roof C' Sliding Sun Roof r' None of the above Accessories r Rear Spoiler Wheels Steel Wheels ~ Alloy Wheels ~ Premium Wheels Page 1 of 1 http://carpoint.msn.com/kbblcriteria.asp?o=&type=retail&tid=11694&zip=17013&dlr-0 7/2/01 The Salvation Army Eastern Pennsylvania & Delaware Division Carlisle, Pennsylvania Colps To MRs m ~-rz~ ~ Number !4J'~-GIs 8 ttJi /uJ ~ sR~,(~~D, I-1 ,QIi P(r Y~ Date al ~ I o ~ This will acknowled,e ~V[TH THANKS the donation of the listed articles or foods to The Salvation Army to assist in the furtherance of its work and minsitry. Description of Article(s) Condition S~ ~.t~cl..2d I~ ~ . "Valuation of Gigs in Kind are the privilege and responibility of the donor. Contribution ere deductible for Income Tax purposes to the extent altowcA bylaw." NOTE: Due to the recordkeeping and reporting rcqu'vemrnts impoud by the Internal Revrnue Servitt, The Salvation Amty requests all donors who will require The Salvation Arrtty to execute a Form 8283, `7Joncash Charitable Contribution, foreonln~bution in ex«u o 0 to present such forth for exewtion at the time of the donation. The Salvation Anny will not be able to execute such forms st any time thereafter ifthe sled property cannot be traced. The Salvation Army is required to report to the Internal Revenue Scrvitt the sales procttds of any single item for ~ch th donor claimed a deduction of more than 5500 vdtcre the donor has contribuud mpfe than 55,000. l- 20 E. Pomfret Stree[ '-y¢/~,~ 1 /~~ Post Office Box 309 ~' Y'~''~~ Carlisle, PA 17013 (Address of Corps) (Signature of Cops Commanding ~cer) _3.6 5 4,-ea.~ __ Z Z_ ~ ,_ ---- - -- -- J 0 S` S ~' z~ (~ b 8 ~' ~ 2O Z ~S Q a~:,.._c~rd~ 3 3 O ---- --~~`''' -_ _ ~ L ------ ~ ~ _ _ _ _ _ _ _ _- _ _ /~ _ __ _ ___ Y\. ~ `~ S' l.T~b"~"~_.._ l r'~' rl S c au.,A.r-~ I .~'" __ l ~~-~-T~ ~ ~ 1 ~ ilk ....~.,.).,.e~ 3 3 ~ S~~6- .~.asd-~. ~ __-~ --- ~14 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Mary S. Pease 21-01-0266 (AII propert joimly-awned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1 Neill Funeral Home, Inc. $7,078 2 Romberger Memorials $580 B. Administrative Costs: I Personal Representive Commissions Social Security Number of Personal Representative: 2 Attorney fees to Andrews & Johnson ~ $6,000 3 Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: State & Zip 3 ~Propate Fees to Register of Wills ~ $350 C. Miscellaneous Expenses: I Jewelry appraisal 2 $37 online SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF F1LN. NUMt3r,K Mary S Pease 21-01-0266 ITEM DESCRIPTION NUMBER AMOUNT I The Brook -rent for former apartment $469 2 BMC -Dr's bill $32 3 Verizon -phone bill $23 3 UGI -gas bill $118 5 PP&L -electric bill $19 6 Pharmerica - prescriptions $312 7 Auto repairs/parts $72 8 UCC Homes -final bill from nursing home $3,779 9 PSERS -reimburse retirement check deposited directly into cking account $1,048 10 IRS - 2000 inwme tax $241 71 Our Lady of Lourdes Medical Center -Camden, N.J. $776 l2 AT&T phone charge $9 TOTAL (also on line 10, RecapiNlation) $6,898 SCHEDULEJ BENEFICIARIES ESTATE OF Mary S. Pease FILE NUMBER 21.01 _m~~ ITEM NiJMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1 Thomas L. Colestock 15 Downin St., Carlisle, PA 17013 Nephew 1/2 of estate after $5,000 s cific ues[ 2 Timo[hy S. Colestock 831 N. Columbian Ave., Oak Park, IL 60302 Nephew 1/2 of estate after $5,000 s cific uest Daniel S. Sheesley address unknown Nephew $5,000 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter online l3, Recapitulation) $Q