HomeMy WebLinkAbout01-0294
PETITION FOR PROBATE & GRANT OF LETTERS
Estate of LOUISE E. LONG No. 21-01-:l,.Cf l/
also known as To: Register of Wills for the
, deceased. County of Cumberland
Social Security No. 201-16-3996 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who islare 18 years of age or older and the Executor named in the Last Will of the
above decedent dated February 9 .2001, and codicils dated none .19-----1 The
Executor named none died Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at 419 North Hanover Street. Carlisle Borouqh
Decedent, then ~ years of age, died March 4 .2001, at Carlisle Hospital.
Carlisle. PA
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:
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 PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
419 North Hanover Street. Carlisle Borouqh. Cumberland County
$180,000.00
$
$
$74,000.00
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Si9iature( s) and ReS.idenCe( s) of petit. ioner( s):
!~r'~
,~ . PI
Harold G. Bowers
102 Crain Drive
Carlisle. PA 17013
717-245-9639
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 representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 16t..h day of
March ,2001 .
.~ i thrn
J~~ ~1 ~AA-/
I Harold G. Bowers
Register
Jro -Q) ~ - )
No.
21-01-
294
Estate of
LOUISE E. LONG
, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, March 16 , 2001, 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
February 9,2001 described therein be admitted to probate and filed of record as
the Last Will of Louise E. Lona ; and Letters
Testamentary are hereby granted to Harold G. Bowers
~ C. ~..ib...f)!J ~1.f'"t,-
Register elf Wills "'\
IRWIN McKNIGHT & HUGHES
FEES
Probate, Letters, Etc. . . . . . . . $ 270.00
Short Certificates( -2- ) . . . . $ 6.00
Renunciation(s) ..... . . . . . . $
JCP .. . . . . . . . . . . . . . . . . . . $ 5.00
Other Will Paaes (-2-) .... $ 6.00
TOTAL: .... $ 287.00
Filed. . . . . ~ . ~~! ?99~. . . . . . . . .
Marcus A. McKniaht III. Esq (25476)
ATTORNEY (Sup. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717 -249-2353
PHONE
I,~d
HJO"i.F:O"i RF\' ')/fI,,6
This is to certifY that the information here given is correctly copied from an original certific~te of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
21-01-294
l1'~~. ~eu..~~~
Local Registrar
No.
MAR
Date
6 2001
Fee for this certificate, $2.00
p
7247518
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'05.1o&J~..... 2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
~\ . ...
.. Louise
AGE (l" BittN:la,.,
NAME OF OECECENT (Fit". MlOOIe. LHlI
. 76
COUNTY OF DEATH
Vo>.
UNDER I OM
HourI ! Minut..
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CUiOOerland
OEClOENT'S USUAL OCCUPRION
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MOTHER'S NAME iF... ~. MHien SurrtM'4)
to. Nanc M e s
INFORMANT'S lIAIUlIO AIlllAESS ISO.... CilyITown. _. r..~l
. 102 Crain Dr. Carlisle P
PlACE OF DISPOSITION. Name of Cemetery, c,.....1ClIy lOCATtOH . CityfTown, $1.... Zip coo.
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419 N. Hanover St.
Carlisle,pa 17013
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lilll O1t'it'fON cause on eacl\linllI
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DATE OF INJURY
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TIME OF INJURY
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MANNER OF OEATH
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'PRONOUNCING AND ClE.RT1FY1NQ PHYStCtAH IPhyKlan bcIrh pronot.M"lCong oea1l'l and Ciff111ytng to cause 01 oealtll
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DATE SJONEO (Monrl. OIly. 'lUll
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eMEOtCAL EXAMIHERlCOAQNEA
On the betis of examin.tlon and/or Inve.tlg.tlon, 'n my 09inion. duth occurred 'I the time, d.te, and pltc., and due to Ihe uu.e(.).nd
"'.n"t'.. .Itled.....,................................................... ................................ -........
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REGISTRAFrs SIGNATURE ....ND NU
o
,..
DATE FILED (Month. Dav. 'fUn
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E..:4STfYZEE ..:;:uv-V T:ESTAM:EYVT
I, LOUISE E. LONG, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
ONE: I direct my Executor to pay all of my debts, funeral and administrative expenses
as soon as may be done conveniently after my decease.
TWO: I give, devise, and bequeath all of my estate of every nature and wherever situate
as follows:
(a) To HAROLD G. BOWERS..............................................1I3RD
(b) To TAMMY S. BOWERS SHEAFFER...............................1/3RD
(c) To VICKI FREEMAN.......... ........................................... .1/3RD
If one of those named above has predeceased me, then the share of the one who has
predeceased me will be distributed equally to the issue of said person. If one of those named has
predeceased me without living issue, then said share will be distributed equally to those named
above who survive me.
THREE: I appoint HAROLD G. BOWERS, to serve as Executor of this my Last
Will. Should he die before my death, renounce or refuse to serve for any reason, or die leaving
any of my estate unadministered, I nominate and appoint MARCUS A. McKNIGHT, III, as
Co-Executor, also to serve as such without bond, with the same powers as are given herein to my
executor.
....
FOUR: My Executor or Co-Executor may, at his discretion, compromise claims, borrow
money, retain property for such length of time as he may deem proper; lease and sell property for
such prices, on such terms, at public or private sales, as he may deem proper; and invest estate
property and income without restriction to legal investments.
FIVE: No Executor or Co-Executor acting hereunder shall be required to post bond or
enter security in this or any jurisdiction.
SIX: I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 9TH day of
February, 2001.
~~ (~~.
LISE E. LONG
(SEAL)
Signed, sealed, published and declared by LOUISE E. LONG, the above named
Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request and
in her presence and in the presence of each other have subscribed our names as witnesses hereto.
ro/~/I(~
11/~X /tN-/
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, LOUISE E. LONG, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and witnesses respectively, whose names are signed to the 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, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of
their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
~/~
L SE E. LONG
t'~~t / tiki
CHERY L. CLELAND
~cfk (fj '1tu4
M THA L. NOi-
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by, LOUISE E. LONG, the testatrix
herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L.
NOEL, witnesses, this 9TH day of February, 2001.
Notarial Seal
Be!Zi A. Morrison, Notary Public
Carlisle Boro, Cumber1and County
My Commission Expires Dec. 15,2004
Member, Pennsylvania Association of Notar1es
E
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
LOUISE E. LONG
Date of Death:
March 4, 2001
Estate No.:
21-01-0294
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on Mav 21. 2001
Name
Address
Harold G. Bowers
Tammy S. Sheaffer
Vickey Freeman
102 Crain Drive, Carlisle, PAl 7013
708 Hanover Manor D306, Carlisle, P A 17013
903 Gobin Street, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
OS/21/01
Name Marcus A. McKnight III. Esquire
Address 60 West Pomfret Street
Carlisle. P A 17013
Telephone (717) 249-2353
Ca:-mcity:
Personal Representative
x
Counsel for Personal Representative
"::J
e.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
51:
Harold G. Bowers
being duly sworn according to law, deposes and says that he is the Executor
of the Estate of Louise E. Long
late of ---.!..he J;~prQJJgp._o:tj;_C!r...1SsJ&______ , Cumberland County, Pa., deceased and that the
within is an inventory made by Harold G. Bowers _, the said Executor
of the entire estate of said decedent, consisting of all the personal propt!rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn
and subscribed before me,
2001
-f.lr~ ~5~~ C"?ic;;t;:C
102 Crain Drive
Notarial Seal
Jacqueline L. Drawbaugh, Public
Carlisle 8oro, Cumberland COunty
My Commission Explres Aug. 14,2003
Date of Death Member, Pennsylvao~ASSOCI!ltlon Of NoIarIet
Day
Carlisle, PA 17013
Address
03
2001
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949,
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tnventory of the real and personal estate of
LOUISE E. LONG
deceased
1- 419 North Hanover Street, Carlisle Borough, Cumberland County, PA. . . . . 76,900 00
2. 3,102 Shares Household Finance . . . . . . . . . . . . 183,777 99
3. 340.62 Shares Tucker Anthony Mid-Atlantic - Eaton Vance ICFD Bos . 2,455 87
4. 717.678 Shares Tucker Anthony Mid-Atlantic - Kemper High Yield B . . . . 4,349 13
5. M&T Bank - Checking. . . . . . . . . . . . . . . . 5,819 64 ~
6. M&T Bank - Passbook Savings. 9,902 80
TOTAL. .
. . . . . . . . . . . . . .
283,205 43
r'" ..->>
R\Tl~.
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OFFICIAL USE ONl Y
AEV-1500 EX. (6-00) REV-1500 / W - 21 rt - 6/
INHERITANCE TAX RETURN FILE NUMBER .
COMMONWEALTH OF PENNSYLVANIA 21-01-0294
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 280601 COUNTY CODE YEAR NUMBER
HARRISBURG. PA 17128-0601
DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0 Len"" Louise E. 201-16-3996
.,
~
C DATE OF DEATH (MM-DO-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
E
0 03/04/2001 04/18/1924 REGISTER OF WILLS
E (IF APPLlCABLElSURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
N
T
.1 1. Original Return _ 2. Supplemental Return ~ 3' (date of death
. Remainder Return prior to 12-13-82)
CAPB X 4. Limited Estate _ 4a. Future Interest Compromise (date of death after 12- 12-82) 5. Federal Estate Tax Return Required
HpRL 8. Total Number of Safe Deposit Boxes
EplO 6. Decedent Died Testate 7. Decedent Maintained a Living Trust
- - -
CRAC (AttaCh copy of Will) (Attach copy of Trust)
KOTK o 9. Litigation Proceeds Received 010. 0 11. Election to tax: under Sec. 9113(A)
ES Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
THISSECTION,MUSTBE'COMPLETEOLALL:CORRESPONDENCE,i.,CONFIDENTIALTAlCINI"ORMATION SHOULD liE DIRECTED TO:
P NAME COMPLETE MAILING ADDRESS
C
0 0 Marcus A. McKnight Esq. 60 West Pomfret Street
N
R 0 FIRM NAME (If Applicable) West Pomfret Professional Bldg.
R
E E IRWIN McKNIGHT & HUGHES Carlisle, PA 17013
S N
T TELEPHONE NUMBER
717/249-2353
1. Real Estate (Schedule A) (1) 76,900.00 OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) 190,582.99
3. Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule OJ (4) None
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 15,722.44
E '"-'.
C (Schedule E)
A 6. Jointly Owned Property (Schedule F) (6) None
P
I 0 Separate Billing Requested
T 7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
U
L (Schedule G or L) ,
A
T S. Total Gross Assets (total lines 1-7) (S) 283,205.43
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 34,955.50
0
N 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule i) (10) 289.89
11. Total Deductions (total Lines 9 & 10) (11) .. 35,245.39
12. Net Value of Estate (line 8 minus Line 11) (12) 247,960.04
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus Line 13) (14) 247,960.04
C
0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
M
P 15. Amount of Line 14 taxable at the spousal tax
T U
A T rate, or transfers under Sec. 9116(a)(1.2) 0.00 X .0 0 (15) 0.00
X A 0.00 45 (16)
T 16. Amount of Line 14 taxable at lineal rate X .0 0.00
I 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
0
N 18. Amount of Line 14 taxable at collateral rate 247,960.04 X .15 (IS) 37,194.01
19. Tax Due (19) 37,194.01
20. n 1."'(:f'lEIi;~.HE~E."f.YIiII.l.AR"fl1;Q(JI;$t!NG.fl'R"~(JNIlQ!;.AN.P'l'J;1lP"'YM~Nt.,'1
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH < <
Copyright (c) 2000 farm software only The Lackner Group,lnc.
Farm REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
419 North Hanover Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
37,194.01
0.00
1,859.70
Total Credits ( A + B + C) (2)
1,859.70
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E) (3)
4. If Line 2 is greater than Line 1 + line 3, enter rhe difference. This is the OVERPAYMENT.
Check box on Page lUne 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (SB)
Make Cheek Payable to: REGISTER OF WillS, AGENT
~~~~~~:~~~W~~:!~~~::~6tt6WI~!:~O~~+;6~~!!~~:!~t~2:,!~!~:!~~::,,~,,!:;~::+~!~~~~:~g~~!I~+~~~6~KS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ~ ~xxx
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or.
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . 0 []J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? 0 [KJ
4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property
which contains a beneficiary designation? 0 ITI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
0.00
0.00
35,334.31
0.00
35,334.31
Under penalties of perjury, I declare that I have examined this return, inehJding accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
StGNATUREOF PERSON RESPONSIBLE FOR FlUNG RETURN Harold G. Bowers DATE
102 Crain Drive
--C~ri-isie-,- -PA- --I i6i:i- ----- - - --- - - --- - --- --
IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
-----------------------------------------------------
Carlisle, PA 17013
For dates of death on or after Jufy 1, 1 4 and before January 1, 1995, rhe rax rate imposed on the net value of transfers to or for t
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
Far dates of death on or after January 1, 1995, the tax rate imposed an the net value of transf~rs to or far the use of the surviving spouse is Q%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P_S. 9116 (a) (1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aXl)j.
The tax rate imposed on the net value of transfers to at for the use of the decedent's siblings is 12% [72 P.S. 9116(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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Louise E. Long SS# 201-16-3996 03/04/2001 21-01-0294
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 beinq compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 419 N. Hanover Street, Carlisle Borough - Cumberland County 76,900.00
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 76,900.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
F.lEV~ 1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Louise E. Long
55/1 201-16-3996
03/04/2001
21-01-0294
";"ii."roperiy-;vrm;~~..~1i:..ui-"iHii..i"iO.;~:-~'-;; ---.....i.-j---... -, -::-..-..1..:- r.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 3,102 shares Household Finance 59.245 183,777.99
2 340.62 shares Tucker Anthony Mid-Atlantic - Eaton Vance 7.21 2,455.87
ICFD Bos
3 717.678 shares Tucker Anthony Mid Atlantic - Kemper 6.06 4,349.13
High Yeild B
TOTAL (Also enter on line 2, Recapitulation) 190,582.99
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1503 EX (Rev. 1~97)
FlEV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Louise E. Long
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSfI 201-16-3996
03/04/2001
FILE NUMBER
21-01-0294
1l1.cJudethe'yfCc~e_ds cf !,W,ge.tiCfl and the ,date the .Pf?ceeds ~ere .fl3ceived, by. the 8statf:l ,A.1I~-propert.Y, jointly-owned with the ~ight of
survivorstilp-must be disclosed on Sctiedule F:"-
ITEM
NUMBER
1 M&T Bank - checking
DESCRIPTION
VALUE AT DATE
OF DEATH
5,819.64
2
M&T Bank, passbook savings
9,902.80
TOTAL (Also enter on line 5, Recapitulation) $ 15,722.44
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15GB EX (Rev. 1-97)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Louise E. Long
SSIf 201-16-3996
03/04/2001
FILE NUMBER
21-01-0294
O.ebtsof.decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Hoffman-Roth Funeral Home 5,751.50
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions 11 ,496.00
Name of Personal Representative(s) Harold G. Bowers
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 102 Crain Drive
City Carlisle State PA Zip 17013
-
Year(s) Commission Paid:
2. Attorney's Fees IRWIN McKNIGHT & HUGHES 12,246.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State lip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 287.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal - estate notice publication 75.00
2 Real estate costs 5,000.00
3 Register of Wills - filing fee 25.00
4 The Sentinel - Legal - estate notice publication 69.00
5 Vital Records - death certificates 6.00
TOTAL (Also enter on line 9, Recapitulation) $ 34,955.50
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev. 1-97)
flEV~ 15 12 1~:X + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Louise E. Long
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSII 201-16-3996
03/04/2001
FILE NUMBER
21-01-0294
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Belvedere Medical Corp.
DESCRIPTION
AMOUNT
2.17
2
Pharmerica
55.40
3
PP&L
12.34
4
vcr
190.98
5
US Treasury, 2000 income tax due
29.00
TOTAL (Also enter on line 10, Recapitulation) $ 289.89
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
R~~:V-151jEX +(9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Louise E. Long SSII 201-16-3996
1
NAME AND ADDRESS OF PERSDN(sl RECEIVING PROPERTY
TAXABLE DiSLl3.JEUIJ,-,r,rs ['~~"'''''- _....;~..._M"~~' ....;;__.;;"n'.~~.. .,.
transfers under Sec. 9116(a)(1.2\1
Harold G. Bowers
102 Crain Drive
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21-01-0294
AMOUNT OR SHARE
OF ESTATE
03/04/2001
NUMBER
1.
Nephew
1/3 remainder
2
Vickey Freeman
903 Gobin Street
Carlisle, PA 17013
Niece
1/3 remainder
3
Tammy S. Sheaffer
708 Hanover Manor, D306
Carlisle, PA 17013
Niece
1/3 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET
11, NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC, 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
L'ASTJ1/IL'L' ..:4.J'v7} TEST.:JlJf1E:JVT
I, LOUISE E. LONG, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
ONE: I direct my Executor to pay all of my debts, funeral and administrative expenses
as soon as may be done conveniently after my decease.
TWO: I give, devise, and bequeath all of my estate of every nature and wherever situate
as follows:
(a) To HAROLD G. BOWERS..............................................1/3RD
(b) To TAMMY S. BOWERS SHEAFFER...............................1/3RD
(c) To VICKI FREEMAN......................................................1/3RD
If one of those named above has predeceased me, then the share of the one who has
predeceased me wi1\ be distributed equally to the issue of said person. If one of those named has
predeceased me without living issue, then said share will be distributed equally to those named
above who survive me.
THREE: I appoint HAROLD G. BOWERS, to serve as Executor of this my Last
Will. Should he die before my death, renounce or refuse to serve for any reason, or die leaving
any of my estate unadministered, I nominate and appoint MARCUS A. McKNIGHT, III, as
Co-Executor, also to serve as such without bond, with the same powers as are given herein to my
executor.
FOUR: My Executor or Co-Executor may, at his discretion, compromise claims, borrow
money, retain property for such length of time as he may deem proper; lease and sell property for
such prices, on such terms, at public or private sales, as he may deem proper; and invest estate
property and income without restriction to legal investments.
FIVE: No Executor or Co-Executor acting hereunder shall be required to post bond or
enter security in this or any jurisdiction.
SIX: I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 9TH day of
February, 2001.
~,~ f ;f~.
LISE E. LONG
(SEAL)
Signed, sealed, published and declared by LOUISE E. LONG, the above named
Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request and
in her presence and in the presence of each other have subscribed our names as witnesses hereto.
ro//&t~<I
~amltL;i 11Np1
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, LOUISE E. LONG, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and witnesses respectively, whose names are signed to the 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, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of
their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
~i~11 ~
L SE E. LONG
r>f1 (/~
CHERJ!{. CLELAND
~ db l) . ^
/)1, (~~ '-f1'--B.-i; '11 tcW
M THAL.NO L
COMMONWEALTH OF PENNSYL VANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by, LOUISE E. LONG, the testatrix
herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L.
NOEL, witnesses, this 9TH day of February, 2001.
. Notarial Seal
CSetzl A. Morrison, Notary Public
arhsJe 80ro Cumberfand County
My Commission Expires Dec. 15, 2004
Memll9r, Pennsylvania Associal1on of Notaries
------.... ,,-,,-.,~ ..............~... .'"'"..............
.i.-.I._J
I
EXCLUSIVE RIGIlT TO SELL REAL PROI'ERTY
This fl)flll n~t'nlllt1lenJL'J .1Ild approved for, hilt not fewided to use hy, the memhers of the Pennsylvania Association of REALTORS@ (PAR).
'-''/Y1t,.,
---' -
l. PROPERTY
Address </ / S T
Municipality (city, bor<)llgh"iownship) . ..
County C u /l4hhh7>r{ I .' / School District LA/' -t J _
Zoning and Present Use /fl..~,/."t^'./ 1_
Identification Number (For example, tax identification number; parcel number; deed book, page, recording date) _~ _
'-
2, STARTING & ENDING DATES OF LISTING CONTRACT (also called "Term") ,
A. No Association of REALTORS@ has set or recommended the term of this contract. By law, the length or term of a listingl :on-
tract may not exceed one year. Broker and Seller have discussed and agreed upon the length or term of this contract.
B. Starting Date: This Contract starts when signed h,<\' Broker and Seller, unless otherwise stated here: -.J _'
C. EndingDate:}hisContractendson fJb'jHL.JI?, ;JdlJ! _
LISTED PRICE $ 7( 900 I
,
---..J _
J, PURPOSE OF TillS CONTRACT Seller is hiring Broker to market Property and to find a buyer. Seller will refer all offers and
inquiries to Broker. SelicI' allows Broker to llse print and/or electronic advcrtising. Broker is acting as Seller Agent, as desc~ bed
in th<: Cnnslm1cr Notice.
~. BROKEn'S FEE No Association of REALTORS@hasset or re~mmended the Broker's Pee. Broker and Seller have negotJ lted
the !'ee that Seller will pay Broker. 111e Broker's Pee is (, / ~ of/from the sale price and paid by Slier.
5, COOPERATION WITH OTHER BROKERS Licensee has explained Broker's company policies about cooperating with her
hrokers. Broker and Seller agree that Broker will pay from Broker's Pee:
A. A fee tn another hrok<ywho represents the Seller),SUBAGENT).
o No [ZVYes If Yes, amount: ~ _ of/from the sale price. j
B. A fee to another broker who represents a buyer (BUYER'S AGENT). A Buyer's Ageut, even if compensated by Br ker
or Seller, will represent the interests of the huyer.
o No 0 Yes If Yes, amount: -; 1. of/from the sale price.
e. A fee to auother broker who does uot represeut either the Seller or a huyer (TRANSACTION LICENSEE).
o No 0 Yes If Yes, amount: of/from the sale price.
6, PAYMENT OF BROKER'S FEE
A. Seller must pay Broker's Fee if Property, or any ownership interest in it, is sold or exehanged during the length or ~ rm
of this Coutract by Broker, Broker's agents, Seller, or by any other person or broker, at the listed priee or any p 'ice
acceptahle to Seller.
B. Seller will pay Broker's Pee if negotiations that are pending at the Ending Date of this Contract result in a sale.
e. Seller will pay Broker's Pee after the Ending Date of this Contract IP:
(I) A sale occurs within 90 days of the Ending Date, AND
(2) The buyer was shown or negotiated to buy the Property during the term of this contract. j
Seller will not owe Broker's Fee if the Property is listed under an "exclusive right to sell contract" with another hrd ~er
at the time of tbe sale.
7, BROKER'S FEE IF SALE DOES NOT OCCUR I
A. Seller will pay Broker's Fee if a ready, willing, and ahle huyer is found hy Broker or by anyone, including Selle1 , A
willing b/lyer is one who will pay the listed price or more for the Property, or one who has submitted an offer accepte! by
Seller. I
B. ]1' tbe Propeny or any part of it is taken by any government for public use (Eminent Domain), Seller will pay Bn ker
N ~ of/from any money paid by the government.
C. If a huyer signs an agreement of sale then refuses to buy the Property, or if a buyer is unable to buy it because of failing t! do
itll the tl1i!!!,!s ri4.1uired of the buyer in thc agreement of sale, Seller will pay DrokeI':
( I) :, () .1, of/from huyer's deposit monies, OR
(2) lh~ Broker's Fee in Paragraph 4, whichever is less. t
R. DVAL AGENCY Seller agrees that Broker may also represent the huyer(s) of the Property. Broker is a DUAL AGENT Vi len
n:-prcscllting both S~lIcr and the buyer in the sale of a property.
\l?,esiguated Agency:
J2\ Nllt A l'plicahle. ~
o Applicahle. Broker, as the Dun] Agent, may designate licensees to represent the sepnrate interests of Seller and the hl fer.
l_i~~lbCL' (itkntil'ied ahnvc) is 1hc Designated Agent, who will act exclusivcly as the Seller Agcnt, If Property is introduc I to
the buyer by a liccns~e in the Company who is not representing the buyer, then that licensee is authorized to work on h lalf
{If S~lIt'r. 1 f Lkcnsce is also the Buyer Agent, then Licensee is a DUAL AGENT. J
9. BROKER'S SERVICE TO BUYER Broker may provide services to a hllyer for which Broker may accept a fee. SlIch ser oes
may include, but ar~ not limited to, deed/ document preparation; ordering certifications required for closing; financial services; t hie
transfer and preparation services; ordering insurance, construction, repair, or inspection services. Broker wiH disclose to Selll r if
any fees arc to be paid by Duyer. I
10. OTHER PROPERTIES Seller agree' that Broker may list other properties for sale and that Broker may show other prope ies
to prospective huyers.
11. CONFLICT OF INTEREST A cOllflicr (!{illleresl is when Broker or Licensee has a financial or personal interest where Brl ker
or Licensee cannot put Seller's interests before any other. If the Broker, or any of Broker's salespeople, has a cnn.f7ict of illtel ~st,
Broker willnorify Seller in a timely manner.
'\
Sellcr IniliaJ~
P"ge 1 of3
Broker/Licensee Initials $--1 _
COI'YRIGIIT rENNSYJNANIA ASSOCIATION OF REAJ,l'OffS@'(996
(/If)
lB
rlt~UL""
Pennsylvania Association of
REALTORS'"
T..".,ko "" n~"1 E>'"'.~I" p"o".~t....1a
.\. Prekn'ed Settlement Date: /-/ 511/---7
B. Seller will give possession of [he Property to lJuyer at settlement or on /-I r <;,.- r17('/l1,{/<-r
c. (I) If the Property, or any pari of it, is rented, Seller will give any leases to Broker before signing this Contract.
(21 II any leases are oral, Seller will provide a written summary of the terms,. including amount of rent, ending date, ind
Tenant's responsibilities.
(3) Seller will not enter into or renew any lease during the term of this Contract except as follows:
13. TITLE
A. At settlement, Seller w~1I give full rights of ownership.(fee simple) to a huyer except as follows:
(t) Mineral Rights Agreements _1/,4 . .1
(2) Other /
B. Seller has:
DYes 1jJ""
Mortgage with
Address
Acct. #
Equity loan with
Address
Acel. # Amount of balance $
Seller authorizes Broker to receive mortgage payoff and/or equity loan payoff information from the
lender.
Past Dllc Taxes
Judgments
Type
tvlunicipal Assessments
Other
AnHnmt $ j _
C. Ir S.::lkr, al any lime on or since January I, 1998, has been obligated to pay support under an order that is on record in' ~ny
Pennsylvania county, list the county <lull the Domestic Relations Number or Docket Number:
I~. ~IULTlPLE LISTING SERVICE (MLS) (Complete if Broker is a member of an MLS) .
~. Broker will tlse a Multiple Listing Service to advertise the Property to other real estate salespersons, who can tell their clil nts
and clIstomers about it. Seller agrees thiJl the MLS, the Broker, and the Licensee are not responsible for mistakes in the r.J LS
description or the Property.
o Broker win noluse a Multiple Listing Service to advertise the Property to other real estate salespersons.
IS. PIJRUCATlON OF SALE PRICE
A. Seller is aware that newsp<lpcrs may puhlish the final sale price after settlement.
Il. .Seller will allow publishing of the sale price after Seller accepts an Agreement of Sale.
\ .
I] Yes 0 No
16. S,IGNS & KEYS Seller allows (where permined):
q Yes 0 No Sale Sign
DYes 0 No Key in Office
DYes 0 No
17. ITE~lS INCLlJnED IN TilE PRICE OF TilE PROPERTY
A. Included ill the salt.: and purchase price arC all existing items permnnenlly installed in the Property, free of liens, lnclm{ rig
pllllllhing; healing; lighting fixtures (including chandeliers and ceiling fans); water lrc<llmenL systems; pool ami spa cquipml nt;
garage door openers <lnd transmitters; television antennas~ shruhhery, planting!>, amtunpotted trees~ any remaining healing~ nd
cOl)king fllL'ls s(Ored on the Property at Ihc time of settlemcnt;.wall to wall carpeting; window covering hardware, shades, t nd
btinds; huill-in air conditioners; built-in appliances, and the range/oven. Also included:
DYes
If,V'No
DYes
o No
o Yt's
DYes
/'
/
g'/NO
/
, No
DYes
DYes
/'
rp/No
o No
Pbone
Amount of balance $
Phone
Amount owed $
Amount $
Amount $
llo Yes
pr Yes
o No
o No
Sold Sign
Lock Box
B. 0 See attached sheet for additional itcms included in the sale.
18. ITEMS NOT INCLUDED IN THE PRICE OF THE PROPERTY
The following items are not included in the purchase and price of the Property:
A. __.
B. ItLllb rt'lHcd by the Seller
C. 0 See alfachcd sheet for additional items not included in the sale.
l'l. SEl.l.En WILL REVEAL DEFECTS & ENVIRONMENTAL HAZARDS j
A. Sdkr (including Sellers exempt from the Real Estate Seller's Disclosure Act) will disclose all known material defects ane 'or
environmental hazards 011 a separate disclosure statement A material defect is a problem or condition that:
(I) is a possible danger to those living on the Property, or
(2) has a significant, adverse effect on the value of the Property.
B. If Seller fails. to telt of known material dcfects and/or environmental hazards,
( I) Seller will not hold Broker or Licensee responsihle in any way;
C!) Seller will protect Broker and Licensee from any claims, lawsuits, and actions that result; I
(]) Seller will pay nil of Broker's and Licensee's costs that result. This includes attorneys' fees and court-onJered paymclls
or settlements (money Broker or Licensee pays to end a lawsuit or claim).
20. IF PROPERTY WAS BUILT BEFORE 1978 The Residential Lead-Based Paint Hazard Reduction Act says that any Selle! of
prnperty built bef()n.~ 1978 mllst give the buyer an EPA pamphlet titled ProJect Your Family From Lead in Yrmr Home. The Se fer
also must tell tlte huyer and the Broker what the Seller knows ahout lead-hased paint llnd lead-hased paint hazards that arc in or Dn
the properlY heing soh!. Seller Illllst tell the hu)'cr how the Seller knows that lead-hased paint and le...d-hased paint hazards an1 rm
\he pmperty, where lhe lend-based paint [Inti lead-based paint hazards are, the condition of the painted surfaces, and any other int )1'-
mati on Sellcr knows aholltlead~based paint and lead-based paint hazards on the property. Any Seller of a pre-1978 structure I~ 1St
also give the huyer any records and reports that the Seller has or can get about lead-hased paint or Icad~based paint hazards in or
around the j1mpcrty heing sold, the COlllllltlll areas, or other dwellings in Illulti-family housing, According to the Act, a Seller n{ l<.,t
gi\'L' ,I hll)'l'r In days (unkss Seller :ind the hlly~r agree to:J dilTcrenl period of time) from the timc <In Agrecment of Sale is sig: cd
h) h:l\'l~ a "risk assessment" or inspeclion for possible k..\d-h;\scd paint hazards done on \I)c property. BlIycrs may choose not to
11;1\1.' [he rj",k ,ISSL'.'iSll\l.'lI[ nr insPlx.tion for k,ld paint hazards done. If lll~ huyt:r dlllOses iloilo have the as."icsslTlcnl or inspcclji In,
n\l' hnYL'1" lI\\\sl inl"\w\\I t\w SI..'lh.'r in \\'ri\int~ n\' tile L'l1nkL':. The Act lines nllt require 111e Sdkr 10 inspect for leiHI raint haz~lf(ls or III
,',>1 I c'c'\ !c',ldp"illllw;mb .>11 the property. The Aet dllcs IIl1t "pplytllllOllsillg hllil[ ill 1')78 IIr I~lter. . . (J L. ~.
Sl'Ilcr Initial~"l Page 2 oj 3 Brlll~cdLlccnscc '1lI1mls __~/L-.::~___ ---
/ "
22.
.\. Brukl.'l, nr ,lilY p~rsuJ\ Selkr and tilL: bllyer 1l~1J11l,.' ill 1111.; Agn.;cIll8nl uf Sak, will keep all dl.:-posit monies paid by III' for toe 1: Jyer
ill an L'snoW accollnt. If held by Broker, this escrow accollnt will he held as required by real estate licensing laws ilnd rei ula-
linll~. Seller agn~es that the person keeping the th:posit monies may wait to deposit any uncashed check that is receiv{ :J as
depllsit Illnney until Seller has accepted an offer.
B. If Sl..'lll..'r joins Broker or Licensee in a 1awsuit for tile return of deposit monies, Seller will pay Broker's and Licensee's 1 tor-
neys' fees .lIld costs. I
RECOVERY FUND Pennsylvania has a Real Estate Recovery Fund ([he Fund) to repay any person who has received a I inal
cUlIrt ruling (c.ivil jlldgm~lll) against a Pennsylvania real estate licensee because of fraud, misrepresentation, or deceit in a real
estate transJction. The Fun.~.I. repays persons who have not been able to collect the judgment after trying all lawful ways to dl so,
For cOl1lpk[e details about the Fund, call (717) 783-3658, or (800) 822-2113 (wit.hin Pennsylvania) and (717) 783-4854 (oui ,ide
P~nnsyl\'ania).
TRANSFER OF TillS CONTRACT
A. Broker will notify Sell~r immediately in writing if Broker transfers this Contract to another broker when:
(I) Broker stops doing husiness, OR
(2) Broker forms a new real estate business, OR
(3) Brokerjoins his husiness with another.
Sellcr agrees that Broker may transfer this Contract to another broker. Broker will notify Seller immediately in writing J hen
a transfer occurs or Broker will lose the right to transfer this Contract. Seller will follow all requirements of this Contract' vith
the new hroker.
B. Shollld Sellcr give or transfer the Property, or an ownership interest in it, to anyone during the term nf this Contrad, all ~ ,vn-
ers will follow the requirements of this Contract. j
NOTICE TO PERSONS OFFERING TO SELL OR RENT HOUSING IN PENNSYLVANIA Federal and state laws ~ ake
it illegal for Seller, Broker, or anyone to lIse RACE, COLOR, RELIGION or RELIGIOUS CREED, SEX, DISABILITY (ph;l ical
or l1lenl:i11, FAMII.IM" STATUS (children under 18 years nf age), AGE (40 or older), NATIONAL ORIGIN, USE OR HA~ )1.-
lNG/TRAINING OF SUPPORT OR GUIDE ANIMALS, or the FACT OF RELATIONSHIP OR ASSOCIATION TO AN IN DI-
VIDUAL KNOWN TO HAVE A DlSABIUTY as reasons for refusing to sell, show, or rent properties, loan money, or set del )sit
amounts, or as reasons for any decision relating to the sale of property.
NO OTHER CONTRACTS Seller will not enter into another listing agreement with another hroker that hegins before the
Ending Date of this Contract.
,\IlDITIONAL OFFERS ONCE SELLER ENTERS INTO AN AGREEMENT OF SALE, BROKER IS NOT REQUIRED TO
PRESENT OTIIER OFFERS. I
ENTIRE CONTRACT This Conlnlct is the entire agreement between Broker and Seller. Any verhal or written agreements hat
were made he fore are not a part of this Contmct.
CIIANGES TO TillS CONTRACT All changes to this contract must he in writing and signed hy Broker and Seller. .
SPECIAL INSTRlICTIONS The Office of Attnrney General has not pre-approved any special conditions or additional tJ ms
addl..'d by allY parties. Any spl..'cial conditions or additional terms in the Contract must comply with the Pennsylvania Plain Lang~ =t.ge
ConslImer Contract Acl.
23.
2~.
,-
-,.
26.
27.
28.
29.
ADJ)JTIONAL INFORMATION (OPTIONAL)
30. TAXES, lITILlTIES, & ASSOCIATION FEES
A. At setll~lllenl, Seller will pay one-half of Ihe total Real Estate Transfer Taxes, unless otherwise stated here:
B. Real Estate Property Tax Assessment $ Yearly Taxes $
Wage/lncome Tax Per Capita Tax $
C. Estimated Utilities (trash, water, sewer, electric, gas, oil, etc.)
D. Association Fees $ Include:
E. Other
31. ~UYER FINANCING Seller will accept the following arrangements for buyer to pay for the Property:
AI Cash
o Bull!'~ will apply for a mortgage. Type(s) of mortgages acceptable to Seller are:
.l'Il Yes 0 No Conventional 0 Yes 0 No FHA
DYes 0 No VA 0 Yes 0 No
o Seller's help to huyer (if any):
" .
Seller has read Ihe Consumer Notice as adopted hy the State Real Estate Commission at 49 Pa, Code ~35.336,
All St'lll'rs Illllst sign this Contract.
NOTICE BEFORE SIGNING: IF SELLER liAS LEGAL QUESTIONS, SELLER IS ADVISED TO CONSULT AN ATTonJ CY.
DA'm
SS#
SELum. ..____.
Name (prill!)
i\lailing .\ddrl..'ss
Phone #~
FAX #
E-Mail
J D?TE
;<.. / <;sS1Il
T/ '
E-Mail
SELLEn
Name (print) .~._
l\Jailjng Address
Phone #s
FAX #
SELLER
Nalll~ (print)
t\.1ailing Addr~ss
Phone #s
DATE
SS#
E-Mail
BROKER (CompanrJ"ame)
ACCEPTED IW - / c / (
1\ Jailing Add~cs~ ~5 7
Phone #s '2 '/ :> $I '7 .-: '1
DATE
ZLjJ5JZc;
E-Mail
Page 30f3
r!1M&rBank
Ilb)i~'{;'~'rri B'i:? F',.'.l' t
l(~ t.)J _c'. ~:J
('i! 09 2001
April 3, 200 I
RE:
Estate Search
The Estate of:
Date of Death (0.0.0.)
LOUISE E LONG
3/4/2001
IPj'/II'1 0 ~!j.'~"-"'" ~ \'(r
h';'li'll' nll..l\!1IVIII ..;. l,........,ili..J
To Whom It Mny Concern:
Identified below is the account infonnation requested.
I. M&T Bauk accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
0.0.0. Accrued Interest
Balances
(Includes Accr.
Int.)
$58 I 9.64 $.00
CHK
425613
OPENED 9/67
21000000999526
OPENED 7/81
LOUISE E LONG
4319
PASS SAY
LOUISE E LONG
4319
$9871.36 $31.44
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
A Safe Deposit Box titled in the Decedent's name existed at our HIGH STREET CARLISLE OFFICE. The Safe Deposit Box
Number is 0004024.
If you have any questions about the infonnation provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORA nON
BY: ~L/("u..~ .k-t'-('A..(~~
Aut orized Signature
DATE:
L(~ ~-O)
Manufacturers and Traders Trust Company. 1100 Wehrle Drive, Po. Box 767, Buffalo, NY 14240-0767
'LEGG
MASON
Legg Mason Wood Walker, Incorporated
419Stonehedge Drive, Suite" Carlisle, PA 17013.9128
717.258.4363
Member New York Srock Exchange, Inc/Member SJPC
March 26, 2001
Roger Irwin, Esq.
60 West Pomfret Street
Carlisle, P A 17013
RE: Estate of Louise Long
Dear Roger,
As per your request, below is the value of Louise Long's Household Financial Inc. as of
3/4/01.
Mean
of the
Date Security Hieh Low Mean Mean
3/2/01 Household 60.290 58.460 59.375
59.245
3/5/0 I Household 60.500 57.730 59.115
Quantity
Extended
Value
3,102 shares $ 183,777.99
If you have any questions, please give me a call.
Sincerely,
~~
David K. Metz
Financial Advisor
~TUCKER ANTHONY
MID-ATLANTIC DIVISION
.
95 Alexander Spring Road
Carlisle, PA 17013
Phone 717.241.3055
March 21, 2001
Irwin, Mc Knight & Hughes
60 West Pomfret Street
Carlisle, PA 17013
RE: Estate Louise E. Long
Dear Mr. Mc Knight:
:,
'.".
Listed below are the dates of death value for the above-mentioned account. I have
provided March 2 and March 5 since the date of death was a Sunday.
March 2, 2001
340.620 shares Eaton Vance ICFD Bos 7.20 $2,452.46
717.678 shares Kemper High Yield B 6.05 $4,341.95
March 5, 2001
340.620 shares Eaton Vance ICFD Bos 7.21 $2,455.87
717.678 shares Kemper High Yield B 6.06 $4,349.13
If I can be of further assistance, please let me know.
Sincerely,
QyIi
/~:'ca~aUgh
Vice President
\,
/6-OJ/R- /
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-16-2001
LONG
03-04-2001
21 01-0294
CUMBERLAND
101
MARCUS A MCKNIGHT ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 170~~
*'
REV-1547 EX AFP 112-00)
LOUISE
E
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
76,900.00
190,582.99
.00
.00
15,722.44
.00
.00
(8)
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 ~
REv=is4j-E3f-AFP-('12=iioY-NoYiCE--oF-YNHEifiTA"NcE-YAirAPPRAisEMENT:--ALLOWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LONG LOUISE E FILE NO. 21 01-0294 ACN 101 DATE 07-16-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, IS and/or 1&, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
05-25-2001
NOTE:
RECEIP
NUMBER
AA496647
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,859.70
(9)
(10)
34,955.50
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
283,205.43
35.::'41; 39
247,960.04
.00
247,960.04
.00
.00
.00
37,194.01
37,194.01
37,194.01
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDlr' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
289.89
(11)
(12)
(13)
(14)
.00 X
.00 X
.00 X
247,960.04 X
AMOUNT PAID
35,334.31
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Ci/
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
LOUISE E. LONG
Date of Death:
March 4, 2001
No. 21-01-0294
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration ofthe estate is complete: -1L 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 No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the C1 rk of Orp 'Court and may be
attached to this report.
Date: 9/27/01
IRWIN, McKNIGHT & HUGHES
Marcus A. McKnight III. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
x
Personal Representative
Counsel for Personal Representative
Capacity: