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Home My WebLink About01-0381 Estate of Stanley M. Wharton also known as PETITION FOR PROBATE and GRANT OF LETTERS ;lJ-oI-3 ?/ No. To: Register of Wills for the . Deceased. County of Cumberland in the Social Security No. 177 -16-1 048 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 execut rix in the last will of the above decedent, dated December 2 and codicil(s) dated none named ,19~ ~~E;)' ~"'C::i' lIf~ard/!);I'Oi/~E IINO jn Nllmfl) E xt;coTIfH (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumb e r land County, Pennsylvania, with h is last family or principal resid"ence at . Man?r Care, 1700 M;:Jrkpr ~rrppr , Camp Hill, Pennsy.l vania. ,/ (/ 'J?L.J dt:.t..K' /r~~Uu. ilL (list streetAlumber and muncipalitY) Decendent, then 81 years of age, died April 3 ,+9: 2001 , at 1700 Market Street, Camp Hill. Pennsylvania. 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: 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: $ I ~~(JOO.~ $ $ $ (1) 0 NF. WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters tes tamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. V> 'V' u t:: v ~3 v ..... 0:: v t:: -00 t::'':; ell'':; 3~ v,- 50 -c; t:: 01) Vi ~a,~~~Z4/ anc n ers 142n/Arcona Road Mechanicsburg. PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF. PENNSYLVANIA 1 ss COUNTY OF Cumberland J 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 well and truly administer the estate according to law. s. w.o... rn to.... or affirm edand su b. scribed.. .~... ". '. j before me thjs 12th day of 2f'o J!f t::?<<- /2-- /' /'_ APrllq~ '1!9<: 2001 7/Ut1 LI L- (/ Lu-r:....u .i17i7;:1 . ?4t~J Mary c:-/ tewJ.s / ' t/ Register ~ l:ri~j / I / /0 ..?{ ~ '-1-/ t/ i v., ~. :::s l:::l ..... s::: ~ ~ ~o. 21-2001-381 Estate of Stanley M. Wharton , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW April 16th 'i~ 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 December 2nd, 1998 described therein be admitted to probate and filed of record as the last will of Stanley M.Wharton and Letters Testamentary are hereby granted to Nancy Enders /--, l i~,-? , ;/ t li/'vt-f " ~ / 7 ~. ^ // . C. ~~U~~~U Register of Wills Mary' c. Lewis ~ v / ./ i/ FEES $ 235.00 $ 15.00 $ $ TOTAL _ $ Filed .~R:r:il. .1.6tbJ.2.QOl.. ... $2.64 .00... Probate, Letters, Etc. ......... Short Certificates( 5) . . . . . . . . . . Renunciation ................ x-Pages (3) JCP Terrence J. Kerwin, I.D. #29922 ATTORNEY (Sup. Ct. I.D. No.) 9.00 5.00 Kerwin and Kerwin, 4245 Route 209 ADDRESS Elizabethville, PA 17023 (717) 362-3215 PHONE MAIL LETTERS 10 ATTORNEY H!O'i.RO" RF\' ')/Rh This is to cenif}- that the information here given is correctly copied from an original certificate of death duly filed with me as L()cal~egistrar. The original certificate will be forwarded to the State Vita] Records OHlce for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~;;;-;~ Ilftlt'~\\" OF pl;;~--- \,\..\.\..r~/~ 1(,111 --_ i' ~'/ "'~\. .f. ~~,~'. '0' '!ft.. \~, ~ If~/ c'~ - \~~ ~ 5\:~ ,'i:;~ \*\~ '~. ~/*~ \. a..\ .. /~~l "\.r~"., . ..../.~l "'--".,.,,'-?lMEN T ti \ 't-\l' "'4'-""'#//111/11 J JI" ',.....Y {0-1,.(~ ' Local Re Fee for this certiticate, $2.00 P 7234497 flr,-,d/1; AdM Date 21-2001-381 H105. .4JRev 2187 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH lPEJPRINl IN ERMAkENT 'LACK INK " ') 5. COUNTY OF ~H BI :=....,0 . .... C \..JJ'M \)~ ~ 4... b RACE~Am. Indian. 8I&ck. While. eu;; ,Spoc..... 10 .ts SURVIVING SPOUSE tll NIle. :JI.... m.a.oen name) hip ~f iLQQ Clly_ PART N: 0Ihet _oIIc..._conutbulinglodelllh, buO IlOl reouIhng in .... UfIdotIyong ~ given in fW{T I I : WERE AUlOPSY FINDINGS -'\Wu.&lE PRIOR 10 COMPLETION OF CAUSE OF lleATH7 O-.TE OF INJURY (Man'" Day. _I llllolE OF INJURY INJURY J\f WORK? DESCRIBE HOW INJUlIl OCCURRED YItO 0 Suoc>de o o Pdnd.lOQ Inveshg.hoo o o o PlACe Of' INJURY -. Al home. tarm, ..ee.. factory, office bu~. eIC_ISpec"vl 300. ---- o --a- ~ AcCodonl ~.w2J COuld not btI del ermined 2... 2.... CERTIFIER ,C._ om. ""'" .CEATlFYIHG PHYSICIAN ~PhJ's.cIOflC~I")"ng cause ~ dealh ....tlef\ ,j/lOlhe. pn.,!aIt,an 11.15 pronounced t1ealh a(10 COfnJJl~It:d Ilem 23) To the be.. O. "'W' knowledge. dealt. occ:uned du.. U\e cau..~lo) and mannar.. slated. . 29. .PRONOUNCING ANO CERTifYING PH'tS'CU~N IPhySICldo own ;..lIOf'OUllCltlg LleJlh cllld l;:eflt'VIfl(J IOl.:dUsa of (jedl'l) To the beat of my kno.J.dg.. de..", occurred... the u.n.. dill., olnd pl.ce..and due to 1M cau..(a) and manne, ..lIaled .MEDICAL EXAMINER/CORONER On the b..is 0' .....min.Uon andJor investig.tion, in mJ' opinion, death occurred althe 11m.. dal., i1nd place. iIInd due to 'he cause(..) and manne'.1 ,.aled.. . . . . _ . . _ . . . . . . . . . . . . . . . . .. .........,...........,..,. .' .... ........,.......,... .......... ]1. REGIST ht-.3-01 ep\wills\wharton.sm\11-98 LAST WILL AND TESTAMENT OF STANLEY M. WHARTON I, STANLEY M. WHARTON, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate of every nature and wherever situate to my wife, BETTY J. WHARTON, if she survives me. ITEM II: Should my wife, BETTY J. WHARTON, fail to survive me, I devise and bequeath my estate as follows: A. $5,000.00 to WILLIAM BIDAMAN of 7 North 28th Street, Harrisburg, Pennsylvania. B. All the rest, residue and remainder of my estate, of every nature and wherever situate, to my wife's sister, NANCY ENDERS, or in default thereof, to her issue, per stirpes. ITEM III: I appoint my wife! BETTY J. WR~RTON, Executrix of this my last will. Should my wife, BETTY J. WHARTON, fail to qualify or cease to act as Executrix, I appoint my wife's sister, NANCY ENDERS, Executrix of this my last will. Page 1 of 4 . ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I, STANLEY M. WHARTON, have hereunto set my hand and seal this I" . /C/IJ day of r;', ) J ) '." l ,.. t ..1.. ...t' 1/1 --'lvl .X i.1.L.'''f'._) , 1998. ~' ., ",. h. l(. \Vl ~~-{At~X~-Vl . .' _ Ji.:<- vt. \L ~ STANLEY M. WHARTON SIGNED, SEALED, PUBLISHED and DECLARED by STANLEY M. WHARTON, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. ~>.(u~ Wl es J}&vGJ~ "A Address ~/ "J . ~ 'Z" , I 1 --ft:' '- ~""'..(" . Witq~lSs '- ~ .../ ) n c-,\,::, .f.. ( k(..~ I /1 ( / \,.i (.,I /J If 11 tL./I. t..<j ,_.(._~. )~,{....t)-~LI,--L(Lu.~^- I Address 1:-- - Page 2 of 4 COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND I, STANLEY M. WHARTON, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. St" ~ ~\,' \, ,~" r(-;;;. ST LEY M. WHARTON Sworn to or affirmed to and acknowledged before me by STANLEY M. WHARTON, the Testator, this 02 day of i&~I:/11C~Z- ,1998. NOTARIAL SEAL PATRICH1A L. j I u..", ~ , I"" ,.. . ,~~,. I l'f~. .!:,- t}:.}.fU~ ; r~cv" Ji _."'-......._--...~--_........_--_.......""~-.........-_.... f)* ltit~;~Lt /' . I Notary Pub ic COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND We, ~(kl) (-c ~ and J~'/ '. --:-) \ ..lyt..' t.... I I /.. i J <: I) ('.0 \r _I the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that Page 3 of 4 ..... . \0 we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. .-4/ . ~)J '"-:-I'~ t ~i ~{je~s7C ,"FU~J_ Sworn to or affirmed to and acknowledged before me by '--:;-'. '. i. (' \ \.J.JV\<"'.:4. r. .;'ronp /). witnesses, this ~ day of and J< a /' e. '-72 . () Ii{ ( ((J /Irlff .,/LlA.__ -!!tu;'J~ V C/;:r~ Notary PUbl{c Luck.(:-. ~ , 1998. NOTARIAL SEAL --1 PATRICHiP. L YOTEl l"o~:<nr flub'" I ~le\.il i"' Irr.1-.1y', . I, ~ (<<'.r' . .IG J I ",y vUuWL: idud BOlO. C' vnh{~~hn['\ C " lViy "on' : " . I.. ,LJ\.>I <c" .:J e,. I v II~m'SSlOn Expires Nov. 13, 2Q02 Page 4 of 4 € CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: STANLEY M. WHARTON Date of Death: April 3, 2001 No. 2001 - 00381 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 27, 2001. Name: Address: WILLIAM BIDAMAN 7 North 28th Street Harrisburg, P A 17103 NANCY ENDERS 1420 Arcona Road Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: May 8, 2001 lA' Signature: ?--z-4 ;!{{/VL-- , 7 Name: Terrence J. Kerwin, Esquire Address: 4245 Route 209 Elizabethville, P A 17023 Telephone: (717) 362-3215 Capacity: Personal Representative _X_Counsel for P~rsonal Representative D:/Iak\estate\wharton.5-6 KERWIN & KERWIN ATTORNEYS AT LAW 4245 ROUTE 209 ELIZABETHVILLE, PENNSYLVANIA 17023 GOVERNORS'ROW 27 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17101 237 UNION STREET MILLERSBURG, PA 17061 (717) 362-3215 (717) 362-3215 (717) 896-9089 FAX (717) 362-4459 E-mail kkl@epix.net (717) 238-4765 FAX (717) 238-8455 549 MAIN STREET LYKENS, PA 17048 (717) 453-7422 Please Reply To: o ELIZABETHVILLE OFFICE o HARRISBURG OFFICE June 28, 2001 PATRICK E. KERWIN (1913-1987) GREGORY M. KERWIN TERRENCE J. KERWIN JOSEPH D. KERWIN HOLLY McCLURE KERWIN Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Stanley M. Wharton Estate No.: 2001 - 00381 2-DA Y PRIORITY MAIL Dear Register of Wills: Please find enclosed herewith a check payable to the Register of Wills, Agent in the amount of $36,000.00 for advance payment towards the inheritance tax due in the above Estate. I have enclosed a self-addressed, stamped envelope for return of the receipt to me. Thank you for your kind assistance. Very truly yours, ?~1~~ \ TERRENCE J. KERWIN TJK:lak Enclosures -_.__..~-,...-._-,. ~-- ---.;.....:......- ~.~~~~~ ..~=--= ~~ --~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG. PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 496780 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT ~ ~ 1\1 >:' L: r^'~ ~ <:-~ .\' t~"' E~~: ,j C,j . ~,} ~ , ~'.' . I_'! <, ~ ': :. l; ;'. .. '_ _ {-~ :',~ t. ! I . \ j L, ('~I "~':' .~:' FOLD HERE FOLD HERE ESTATE INFORMATION: FILE NUMBER .:.... _ r~. ;. . :~~ ..j i '; ..._' J ~- ~.t \-.f t.. >.;~' 'l1_~_1 . ' /, t J J NAME OF DECEDENT (LAST) (FIRST) (MI) DATE OF PAYMENT ., ~""" ;. .. . v ~ :: POSTMARK DATE COUNTY '''"- \-Ji~"'" ~:...:,.:~"~. ._. (~;_j TOTAL AMOUNT PAID DATE OF DEATH .-:...-.~ //"~' I' " .~."".r, ?,U<- SEAL . ,""'" 'fH' , "",,' ~U _m__ _,__,______________~EGISTER O~WILLS________________ ~;a19- _", REMARKS "'i;) f,::, .-.; RECEIVED BY ~'... k.... l. -~"".._--""'~~,~~-~---- L.....------~---.---.---- ~-"""--""~_......_--~.......~ ~-~"'~.....~...~.............~~"'"""~ r .- RELEASE Estate No. 2001 - 00381 KNOW ALL MEN BY THESE PRESENTS, that I, NANCY ENDERS, of 1420 Arcona Road, Mechanicsburg, Pennsylvania, 17055, do hereby acknowledge that I have this day received from Nancy Enders, Executrix of the Estate of Stanley M. Wharton, late of 1700 Market Street, Camp Hill, County of Dauphin and Commonwealth of Pennsylvania, ONE DOLLAR ($1.00) and other valuable consideration in full settlement of any claim or claims that I may have by, under and because of the Will of the late Stanley M. Wharton. AND, THEREFORE, I, NANCY ENDERS, intending to be legally bound hereby, do, by these presents, remise, release, quit-claim and forever discharge Nancy Enders, as Executrix of the Estate of Stanley M. Wharton, deceased, and, her heirs and assigns, of and from all actions, suits, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the day of the date of these presents. I, NANCY ENDERS, have been duly advised of my right to have Nancy Enders, Executrix, file with the Orphans' Court Division of the Court of Common Pleas of Dauphin County an Accounting of the services they have rendered, and I do hereby specifically waive my right to have such an Accounting prepared and presented to the Court. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this J-. Lj day of (J,(!~1/ , 2001. - ;;?f~~~ X '?:0?M'if(f~/ NANCY ERS (./ (SEAL) GREGORY M KERWIN TERRENCE J KERWIN JOSEPH 0 KERWIN iOLLY MCCLURE KERWIN d :/lak/estate/reJease. ne ATTORNEYS AT LAW KERWIN & KERWIN ATTORNEYS AT LAW 4245 ROUTE 209 ELIZABETHVILLE, PENNSYLVANIA 17023 GOVERNORS'ROW 27 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17101 237 UNION STREET MILLERSBURG, PA 17061 (717) 362-3215 (717) 362-3215 (717) 896-9089 FAX (717) 362-4459 E-mail kkI@epix.net (717) 238-4765 FAX (717) 238-8455 549 MAIN STREET LYKENS, PA 17048 (717) 453-7422 Please Reply To: o ELIZABETHVILLE OFFICE o HARRISBURG OFFICE October 25, 200 1 PATRICK E. KERWIN (1913-1987) GREGORY M. KERWIN TERRENCE J. KERWIN JOSEPH D. KERWIN HOLLY McCLURE KERWIN Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013-3387 _; , 1 ~~ /l.'C'(4.- .~ /.. 0/ ~., . " RE: Estate of Stanley M. Wharton Dear Register of Wills: Please find enclosed herewith for filing, an original and two copies of an Inventory, an original and two copies of an Inheritance Tax Return, and an original and one copy of a Release and Status Report under Rule 6.12. I have enclosed a check to the Register of Wills, Agent in the amount of $5,109.82 for payment of the inheritance tax. I have also enclosed a check to the Register of Wills in the amount of $35.00, the filing fees for the Inventory, Return and Release. Enclosed is a self-addressed stamped envelope for return of the receipt and clocked-in copies to me. Thank you for your kind assistance. Very truly yours, -r~;. J(~//J'h1~ TERRENCE J. KERWIN TJK:ks Enclosure Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Stanlev M. Wharton No. 2001-00381 also known as Date of Death April 3. 2001 , Deceased Social Security No. 177-16-1048 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Terrence J. Kerwin, Esquire l( ?? <;i~5;' ~A A-e.'- Nancy Enders I.D. No.: 29922 Address: 4245 Route 209 Elizabethville, PA 17023 Telephone: 717-362-3215 Dated: t'}e~6e/Z.. .zy/ Zool Description 1. Fulton Bank, Checking Account #1068-33199, P.O. Box 4887, Lancaster, PA 17604 1. $3,108.99 2. Money Market account #9904-45932, Fulton Bank, P.O. Box 4887, Lancaster, PA 17604 2. $3,265.10 3. Certificate of Deposit #328-0114980, Fulton Bank, P.O. Box 4887, Lancaster, PA 17604 3. $21,962.04 4. Certificate of Deposit #328-0114988, Fulton Bank, P.O. Box 4887, Lancaster, PA 17604 4. $20,752.49 5. Checking account #503017000, Waypoint Bank, P.O. Box 1711, Harrisburg, PA 1 71 05-1 711 5. $20,294.24 6. Refund - Senior Blue 6. $51.00 7. Refund - 2000 U.S. income tax return 7. $3,630.00 8. Estate of Lydia M. Wharton - distribution after death of Stanley Wharton 8. $44,000.00 9. Morgan Stanley Dean Witter - account #410-013411, 4th & Walnut Street, Harrisburg, PA 17101 9. $140,627.18 Total: $257,691.04 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form RW-7 D: \MLB\EST\INVENTOR. SMW COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TERRENCE J KERWIN 4245 ROUTE 209 ELlZABETHVILLE, PA 17023 -------- fold ESTATE INFORMATION: SSN: 1 77 -1 6-1 048 FILE NUMBER: 21 - 2001 - 0381 DECEDENT NAME: WHARTON STANLEY M DA TE OF PAYMENT: 10/26/2001 POSTMARK DATE: 10/25/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2001 NO. CD 000446 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,109.82 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: NANCY ENDERS C/O TERRENCE J KERWIN ESQUIRE CHECK#108 SEAL INITIALS: SK RECEIVED BY: $5,109.82 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS c STATUS REPORT UNDER RULE 6.12 Name of Decedent: STANLEY M. WHARTON Date of Death: April 3, 2001 Estate No.: 2001 - 00381 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? No X Yes b. The separate Orphans' Court No. ( if any) for the personal representatives' account is : c. Did the personal representative state an account informally to the parties in interest? Yes -X- No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: October 22, 2001 1-"~L--- Signatur " TERRENCE J. KERWIN, ESQUIRE 4245 ROUTE 209 ELIZABETHVILLE, P A 17023 (717) 362-3215 Capacity: Personal Representative ~ Counsel for personal representative REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV.1500 EX + (6-00) FILE NUMBER .J. I COUNTY CODE o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OECEOENrS NAME (LAST, FIRST, AND MIDDLE INITIAL) Wharton Stan1e M. )~-#'1- / .J- C OFFICIAL USE QNL Y f)J YEAR 63 '? I NUMBER SOCIAL SECURITY NUMBER DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAA) REGISTER OF WILLS SOCIAL SECURITY NUMBER o !l<J'l!~01 01/06 1920 (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL) X 1. Original Relum 2. Supplemental Return 3. CAPB 4. Limited Estate 4a. ~r~r~~[e~~Compromise (date of death alter 12-12- 2) 5. HpRL X 6. Decedent Died Testate 7. 8eqettedl Maintained a Living Trust 8. EplO CRAC (Attach copy crl Will) $4ttfirtM9s:lpy 01 Trust) KOTK 09. LiligaUon Proceeds Rece,vedD 10. 0 ES Spousal PovertyCredil 11. C P o 0 R N R 0 E E S N T 177-16-1048 THIS RETURN MUST BE FI..ED IN DUPlICA Remainder Return ~~a Federal Estate Tax Relum Tota! Number of Safe Depo Electlon to tax under Sec. 9 NAME Terrence J. Kerwin, Es uire FIRM NAME (If Applicable) Kerwin & Kerwin TELEPHONE NUMBER COMPLETE MAILING ADDRESS (ki8.tA)! death between 12-31-91 and H-95) ;;f.HI.s~l;I,l:rlblf.Mjj'J:$~ t:QMPU!1j;1I.~U.l::OijftJ:SJll)N ENe!:.&. ell ~IDENtI4L rilltlNl'oij . 4Tt. ;!lHrolL 4245 Route 209 E1izabethvi11e, PA 17023 R E C A P 1 T U L A T I o N 362-32 5 1 Real Estate (Schedule AI 2Stocks and Bonds (Schedule B) 3Closely Held Corporation, Partnership or Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) 5Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6Jointly Owned Property (Schedule F) Deparate Billing Requested 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or LI BJ otal Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) 1D:lebts of Decedent, Mortgage Liabilities, & Liens (Schedule'I) 11Total Deductions (total Lines 9 & 10) 12l1et Value of Estate (Line 8 minus Line 11) 1 :t::haritable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule JI 1.tfa1et Value Subject to Tax (Line 12 minus Line 13) OFFICIAL USE ONLY (8) 294,293.78 (11) 7,596.95 (12) 286,696.83 (13) (14) 286,696.83 (15) (16) (17) (18) (19) 0.00 0.00 0.00 43.004.56 43,004.56 (1) (2) (3) None None None (4) (5) None 257,691.04 (6) 36,602.74 (7) None (9) (10) 7,596.95 None C o M P T U A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 150.mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16Co.mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate 1&\mount of Line 14 taxable at collateral rate 19Tax Due .0 0 .0 45 0.00 0.00 0.00 286,697.09 x X X X .12 .15 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1700 Market Street CITY STATE I ZIP I Camp Hill PA 17011 Tax Payments and Credits: Uax Due (Page 1 Line 19) 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 43,004.56 0.00 36,000.00 1,894.74 Total Credits (A + B + C) (2) 37,894.74 3lnteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( 0 + E ) (3) 41f Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5Jf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT ~t!~~~;~;;~~~~~~;~~~;;~~~~~~;~ri;!;~U~'~~:~!Z~!:;~V!::~Li~:!~~!:~~';::;~iji;;I~!:'~~:Wili~~~II~~!ii~$~::~~~J!~~ 0.00 0.00 5,109.82 0.00 5,109.82 .'.""i!i!!; i!'!!:!t!hT)i mm!i!m 10id decedent make a transfer and: 8. retain the use or income of the property transferred; 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? 211 death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 30id decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . . . . . . . . . . 40id decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ o o o 09 09 09 Under penalties 01 perjury, I declare that I have examined thIs retum, including accompanying schedules and statements, and to the best 01 my knowledge and belfel, it Is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Nancy Enders 1420 Arcana Road - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - -- Mechanicsbur , PA 17055 Kerwin & Kerwin 4245 Route 209 - - - - - - - - - - - - - - - - - - - ~ - ~ - - - - - - - - - - - - - - - - - ~ ~ - - - - - - - - - - - - E1izabethvi11e, PA D A ~~9f/:?e>~/ : A T E For dates of death on after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9t 16 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (U)). The statute does not exemct a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. 9116 (a) (1.2)). The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. 9116(1.2) [72 P.S. 9116(a)(I)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(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 lorm software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-150B EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stanley M. Wharton SS# 177-16-1048 04/03/2001 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM NUMBER 1 VALUE AT DATE OF DEATH DESCRIPTION Checking account #1068-33199 Fulton Bank P.O. .Box 4887 Lancaster, PA 17604 3,108.99 2 Money Market account #9904-45932 Fulton Bank P.O. Box 4887 Lancaster, PA 17604 3,265.10 3 Certificate of Deposit #328-0114980 Fulton Bank P.O. Box 4887 Lancaster, PA 17604 Certificate of Depos it f/328-0114988 Fulton Bank P.O. Box 4887 Lancaster, PA 17604 20,752.49 21,962.04 4 5 Checking account #503017000 Waypoint Bank P.O. Box 1711 Harrisburg, PA 17105-1711 20,294.24 6 Refund Senior Blue 51.00 7 Refund 2000 u.S. income tax return 3,630.00 8 Estate of Lydia M. Wharton - distribution after death of Stanley Wharton 44,000.00 9 Morgan Stanley Dean Witter - account #410-013411 4th & Walnut Street, Harrisburg, PA 17101 140,627.18 $ 257,691.04 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 'orm software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) Fulton Bank PO BOX 4B87 . LANCASTER. PA 17604 People dedicated to your success. '" (717)291-2589 WWWFULTONBANK.COM 1-800-FULTON-4 May 14,2001 Terrence J. Kerwin Kerwin and Kerwin 4245 Route 209 Elizabethville, P A 17023 Dear Mr. Kerwin: RE: Stanley M. Wharton, deceased April 3, 2001 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Visa #4301731509004550, open 3/78, limit $3,950, balance $ -0-, in his name only. Checking #1068-33199, open 8/29/82, balance $3,108.99, Power of Attorney Nancy Enders. Money Market #9904-45932, open 11/5/97, balance $3,264.74 and accrued interest $ .36; paying 1.34%, Power of Attorney Nancy Enders. CD #328-0114980, open 8/21/00, matures 2/21/02, balance $21,064.44 and accrued interest $897.60; paying 6.77%, Power of Attorney Nancy Enders. CD #328-0114988, open 9/1/00, matures 9/1/0 I, balance $20,000 and accrued interest $752.49; paying 6.3%, Power of Attorney Nancy Enders. { . ,. Ifyou ha~e{nf'~I'l~r questions, please do not hesitate to contact me. . I:'.... I j ,. '" , "/'i'V J' r~.., 1.,,'1/ '((11(" <...- , c fJl/lll. . Christine Putt Smith . 'A (';1,;,/-<_~,"(!Ss (~redit Confirmation Processor //)(/ /'/(t/ DC- , ,_~,;r '-I t%rr n,. ,1..':./ \ ".'. .'7/,..." '0/.. l.~., " 1>,. 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"I~;:' ....t: \\\li~l J~ii!i! u ~~~~ r",:p'; iiii,il' ~~:~1 'inr,11 III i~i I Iii ~~~ ,\,\,~\ i~li!ii illi:li! :;:~: lr:ji~l !!!ili~ ll~~i [lilml r<<.ml1 li~!~i ,il,~ Illil!~ "".m Jiill!!! >"'1'\' mi1!l] i~ii1ji \\~\~, ~i!ir.! ,~~,r, I;~~I: W,,!,~ !:r~ll: ~~!I! iliii~ "."r" liin~! ,~,,~' i:~i ~I, ~i ;:M; '!; Ii ~' !l e: i .5; " -So "''2 "'ll "'" Ol:=: tOl 0... Q.~ eg ~f! e:'" ~J::l Ou ii~ Ole: ~o {Ju 'O.~ .." ...e: e: ...... gQl ~.!! .., e:Ol "'e Ole <:1- ", . Ole: <:~ ~.s t:;€ i:V a~ :::!;j .c:e> g.... e'5 'Sll ..,~ Ole: h ~t Q.-S OlO u" e:e: ...... S... ..~ .S c:: OlOl ut: "" 02.. ~.2 ", 'l:e >- ;fj " :.;ai: 11ft: i~: (I i:1 iii:i~i "m::: l~~l!! 1:\IL:: '~"". ,,':1:: I;,;,\! ,,',"" ,~: ~ II( !~i ,I :,il:;:; :;:,j:l: lm:m ': ~. U Ii i.a' ',iii: ~: iJ\l. " t&.; j;I<. fIJ 1 ~ ~ Q ~ ~ b < >- ....:l ~ Q ggggggg~gggg IIi .. .. . ~ . . . . j:~:! ; Jii.!!I! " ."" .... ...... ....... + , .tJ o a ... .... 00 ~~$$ 0'>0\00 NNNN to-........I ....... + , a a ... re 01 ~n n nn !il........ ....Iii B.......... ;~ ~n....h...l~n... I~I i IHlllHHl i5" r:HII'l i5 .'~,','.'.. .. iiiii!' iiiii!''' iiiiiii!' ;~; ~~~~~~~~~~~~ !~, ~n~nnnn j@' .. .. .. ... .... . M . -Ii L ~ ".. o H ." . > L ...... cc .... "' .... .... ...... ........ + , a a ... a a ... N a ~ "' " a .. a "' ... "" N ... .... ... .... . M . .c u L ~ ".. o H ... . > L ...... cc ... M . . M L . . .c ... u o L H ~ ".. . 0 ............. ,QJ:'tJu <<l 01'" . )( :J > L 1lII0....... J-crtoc re 01 ....Na aaM ............ ",M", a $ a N l:n:r: ~::i!~ \!\ ;~i <:I" ....11 >-~ .. .e: ~... >- <..) "- - '" M " o . " ... > ... c ... M . > o ... . '" "- ~ ~ ~ 1 ~, "- '" ~ ~ a a .; "- c:: '" ,,- ~. ;0 -;; a a a "'" .~ - ~ "- ~ "- ~ c "- {j <:Ie: ~~ .~ 6 a "' N .. 0<: ~ ~ "- c:: ~, ~ '" ~ ?r: ~ ~. ~ -i< tll ] ~ ... Ql ;E ~ ~ Ql Q ... UJ III III .. '- c I'l :J D' H -' Z C III J: ~ ~ .:: ~ ~ '- ~ - ~. ~ ~ .~ o ~ ~ ._~--~----------------_.. ----I 0 '" </) '" :< '" 0- to i'i N .. r- III to '" '" '" ... '" ..... '" ~ '" ~ "- c::> l!\ ... ~ '" lfl 2\ ... '" iT. "- "Ii- ..., '" <::> c::> "Ii- -.::> "Ii- '& "Ii- "Ii- Ul l- <! l- <II Ul :: 0 l- ~ c<. i -'Il <! ~ :1: l 3' " -0 Ul :> %' l %' :; ~ 1 0 0 <! U >- ... Z 5 U- p 'a ... " ,.. 0 ~ " -€ " 0 E 0- c<. '" Z !I! 0- S 0 s; " ... t- (J) " 0 ,E l- ';; U '" & c j:Q ..., t' ... '" 0.: r- " l- '" "- <II ~ '" ... ... p g '" I ~ Z '" <! C N ... , ~ '" l- I 0.: '" <! N 0- I '" 'is 'VI Way~qi!'Kt LOOK FOR U5. WE'LL GET YOU THERE. KERWIN & KERWIN 4245 ROUTE 209 ELIZABETHVILLE PA 17023 The information which you requested on the ST ANL Y WHARTON DECEASED (Social Security Number 177-16-1048) is as follows. Account Number(s) 503017000 7100002558 500012808 Class of Account CHECKING CERTIFICATE CERTIFICATE Date Opened 060800 091300 060800 Principal Balance 20294.24 15000.00 20730.30 Accrued Interest 548.48 323.96 Balance at Date of Death 20294.24 15548.48 21054.26 Account Ownership SOLE JTO JTO Name of Joint Owner, if any NANCY ENDERS NANCY ENDERS Date Ownership Was Established 060800 091300 060800 Additional Information Requested PLEASE COMPLETE W-9 tfacerei' Ka~1L. 'i::'r Senior Services Rep. P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypolntbank.com REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stanley M. Wharton SCHEDULE F JOINTL V-OWNED PROPERTY SSII 177-16-1048 04/03/2001 FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A, SURVIVING JOINT TENANT'S) NAME Nancy Enders B. c. ADDRESS 1420 Arcona Road Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT sister-in-law JOINTL Y.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOIN MADE Include name ollinanclal institution and ban DATE OF DEATH DECD'S VALUE OF account number or similar identifying numbe . NUMBER TENANT JOINT Attach deed for joinlly-hetd real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1 A 09/13/00 Cert if icate of Deposit 117100002558 Waypoint Bank P.O. Box 1711 Harrisburg, PA 17105-1711 15,548.48 **'ic***'i,* 15,548.48 2 A 06/08/00 Cert if icate of Deposit 11500012808 Waypoint Bank P.O. Box 1711 Harrisburg, PA 17105 -1711 21,054.26 21,054.26 TOTAL (Also enter on line 6, Recapitulation) $ 36,602.74 Copyright (c) 1996 form software only CPSyslems, Inc. (If more space is needed insert additional sheets of the same size) Form REV-1509 EX (Rev. 1-97) REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stanley M. Wharton FILE NUMBER SS11 177-16-1048 04/03/2001 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. UNERAL EXPENSES: B. DMINISTRATIVE COSTS: ,. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees Kerwin & Kerwin 6,442.27 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 264.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 8 Cumberland Law Journal - estate notice 75.00 9 The Sentinel Ledger - estate notice 97.07 10 Neighborcare - account payable 531.11 11 Pinnacle Health Hospital - account payable 36.25 12 Pinnacle Health Hospital - account payable 51.25 13 Closing costs - e.g. postage, cop ies, filing of release, inventory and tax return 100.00 TOTAL (Also enter on llne 9. RecapitulaUon) $ 7,596.95 (If more space is needed, insert additional sheets of the same size) Copyrigh! (c) 1996 !onn software only CPSyslems, Inc. Fonn REV-1511 EX (Rev. 1-97) REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Stanley M. Wharton SSfI 177-16-1048 04/03/2001 FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. ~AXABLE DISTRIBUTIONS (include outright spousal distributions): 1 William Bidaman 7 North 28th Street Harrisburg, PA 17103 2 Nancy Enders 1420 Arcona Road Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) none sister-in-law AMOUNT OR SHARE OF ESTATE $5,000.00 bequest 100% residue ENTER DOLLAR AMTS. FOR DISTRiBUTIONS SHOWN ABOVE ON LN. 15 THRU 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. ON-TAXABLE DISTRIBUTIONS: . SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE . CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART II - 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) 199610rm sollware only CPSystems, Inc. Form REV-1513 EX (Rev. 1-97) - FOLD HERE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: I ,ERWIN TERRENCE J ESQ E. MAIN STREET RROl BOX 566 ELIZABETHVILLE, PA 17023-9765 ESTATE INFORMATION: I FILE NUMBER 21-2001-0381 SSN 177-16-1048 NAME OF DECEDENT (LAST) (FIRST) (MI) WHARTON STANLEY M DATE OF PAYMENT 6/29/2001 POSTMARK DA TE 0/00/0000 COUNTY CUM8ERLAND DATE OF DEATH 4/03/2001 I\lHI\lL.Y I::-I\lUt:::.tib REMARKS C/O KERWIN TERRENCE J CHECK II 105 SEAL TAXPAYER ACN ASSESSMENT CONTROL NUMBER TOTAL AMOUNT PAID .~ No.AA 496780 REV'''''' ("961 AMOUNT 101 $36,000.00 FOLD HERE _n $36,000.00 DO RECEIVED BY MARY REGISTER 21-2001-381 LAST WILL AND TESTAMENT OF STANLEY M. WHARTON I, STANLEY M. WHARTON, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate of every nature and wherever situate to my wife, BETTY J. WHARTON, if she survives me. ITEM II: Should my wife, BETTY J. WHARTON, fail to survive me, I devise and bequeath my estate as follows: A. $5,000.00 to WILLIAM BIDAMAN of 7 North 28th Street, Harrisburg, Pennsylvania. B. All the rest, residue and remainder of my estate, of every nature and wherever situate, to my wife's si~ter, EANCY ENDERS, or in default thereof, to her issue, per stirpes. ITEM III: I appoint my wife, BETTY ,T. WHARTON, Executrix of this my last will. Should my wife, BETTY J. WHARTON, fail to qualify or cease to act as Executrix, I appoint my wife's sister, NANCY ENDERS, Executrix of this my last will. Page 1 of 4 I. I ~ ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I, STANLEY M. WHARTON, have hereunto set my hand and seal this ;?/,j day of y) " f !'f .'W ;/ "-eL'c' , 1998. ~l .. ct- '., \, ( \'1 '-^.".';"._tt:~, "v. .",.: ,,'Lot. I STANLEY M. WHARTON SIGNED, SEALED, PUBLISHED and DECLARED by STANLEY M. WHARTON, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his reque~t, in his presence and in the presence of each other, have subscribed our names as witnesses. ~>lrA~ Wl es ;JfpuC()~~ .A Address - . 1<,<,< Witl1~S FJ i/,. '.re. .:r l/l':' ./.< kt...J..f (7 \. . ~ ( . A'~~~)e~~/' i A , n!._.L'~~--Llt...u.L^- , y /e - Page 2 of 4 COMMONWEALTH OF PENNSYLVANIA:' SS: COUNTY OF CUMBERLAND I, STANLEY M. WHARTON, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. :jLL~ \., ,\, ,~.. {;;, ST LEY M. WHARTON Sworn to or affirmed to and acknowledged before me by STANLEY M. da y 0 f IJ.I/ 1M( ~J--4... Ik;~A. ';( L/~ , Notary pubyl~. 1998. WHARTON, the Testator, this ~ NOMRIAL SEAL I PATRICHIA L. YOTER, !';J:i'IY Fl!b:;>; i New CIJmb{;i!fUtd [l8ro. Ctlrn~e~l?;,j C9. I rl"~' GCfHllis310n Explms No'!. "l a, ;~!!~J COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERI,AND We, ~lkl) (-c ~ I. -0 I and {(~(~t" K_, /IIC_'f('Je.. I I -, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that Page 3 of 4 we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con- straint or undue influence. r;;::y.""u W ness ....... / "~ 1) a;.c. 'J? '1~-<P- Wit, ess Sworn to or affirmed to and acknowledged before me by witnesses, this ;2 day of and l~a,er12, IJ(O/hf }LUL LUG!<<"j , 1998, UC)vid 1-1. ~+on... I!I-~ V~ Notary Publ'c NOTARIAL SEAL PAm/CHIP, L YOT[f1 Noiary I'ublic ,tJ;w Cumb,er i~nd Boro. 'Cumbcrlond C~, hW Commrssron Expires Nov. 18,2002 j Page 4 of 4 _- ':,i11 ~; ... < " ~ ~\, . rlta. '\ ;'$' I j i \ .... l.- \ /1) >S Z ('t) 3:;:(J)~ a:ctSo,.- W...JC\J~ ~1U2a: ..wcn:::3ai 'WV >.0- Q)a:~ zC:LO.r::. S:o~Q) ;>~C\J.c a:<(~ctS w ~ ~ w (J) Ul ~ o ..c r--- .\-J CX) H C'I") ~ C'I") o I U (J) C'I") H~ Cf.J :>-. ell 0 .-1+J~r--- .-1 p 0"' ~ OM ~ (/) :3 0 U (J) <t:: 4-l Ul P-i o "d ~ P 0 H ell ..c (J) (J).-1+J.-1 .jJ H H Ul Ul (J) ~ OM OM ,.D 0 .-1 bOSU H (J) ~ ell ~u~u ~ i J V 1/ .\.,../"'--' r l 'v /6 ~;2;L~ - / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Reco r .,J....." ReL;S:';;; DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-10-2001 WHARTON 04-03-2001 21 01-0381 CUMBERLAND 101 TERRENCE J KERWIN ESQ KERWIN & KERWIN 4245 RT 209 ELIZABETHVILLE "01 Ole 17 P12 :03 * REY-1547 EX AFP [12-00) STANLEY M Amount Remitted C:erl, PA 17CtClnberkT" . f-~A 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-EX-AFP-[i"z-':ooi--NOTicE--OF-YNHEifiTANCE-TAX-"-pp;iAIsEi.r€trr,--Ail-owANcE-cfri----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WHARTON STANLEY M FILE NO. 21 01-0381 ACN 101 DATE 12-10-2001 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) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 257,691.04 36,602.74 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 7~596.95 .00 NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. 294,293.78 (11) (12) (13) (14) 7.1;96 95 286,696.83 .00 286~696.83 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 X 045= .00 X 12 = 286 ~ 697 . 09 X 15 = (19)= .00 .00 .00 43,004.56 43~004.56 TAX CR~DITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-29-2001 AA496780 1,894.74 36,000.00 10-25-2001 CDOO0446 .00 5,109.82 TOTAL TAX CREDIT 43~004.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)