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Home My WebLink About01-0473 Estate of Raymond C. Whisler PETITION FOR GRANT OF LETTERS ~ -o}- YJ '3 No. also known as , Deceased Social Security No. 172-24-8722 Elva Nehf Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) GJ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or named in the Last Will of the Decedent, dated 5/11/98 and codicil(s) dated Clair Whisler, Cleo Spangler, and Elva Nehf were appointed by the decedent as co-executors. Clair Whisler and Cleo Spangler renounced their right to have letters issued in favor of Elva Nehf. State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.I.a., d.b.n.c.l.a.: pendente lite, durante absentia; durante minorilale) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: r Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 243 East King Street, Borough of Shippensburg, Cumberland County, PA 17257 (list street, number and municipality) Decedent, then 71 years of age, died April 111 J..d-. ,2001, at 243 East King St., Shippensburg, PA 17257 (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property......................................... $ (if not domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ 91,000.00 0.00 91,000.00 Real Estate situated as follows: none Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Elva Nehf, 490 Walnut Bottom Rd., Shi J~- J?/'i_ 0 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. ~~ ?t-JJ./ Elva Nehf P before me this 14th Sworn to and affirmed and subscribed day of Estate of Ravmond C. Whisler DECREE OF REGISTER Deceased No. 21-2001-473 also known as Date of Death: 4/15/01 Social Security No: 172-24-8722 MAY 15TH 2001 AND NOW, reverse side hereon, satisfactory proof having been presented before me, , in consideration of the Petition on the IT IS DECREED that Letters ~ Testamentary Cl of Administration are hereby granted to Elva Nehf ((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate) in the above estate and that the instrument(s), if any, dated 5/11/98 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. $ 6.00 $ 10.00 $ 12.00 $ $ $ 5.00 $ $ FEES Letters.................................... $ 200.00 Short Certificates(s) ..J.?.)...... Renunciation...........< .f.).......... Extra Pages ( 4 ) ............... I.T.R....................................... JCP Fee ................................. Inventory.................. .............. Other ...................................... Register of WI s MARY C. LEWIS gJ!.e J::< '~7;-A S nature Attorney: Joel R. Zullinge -- - - 1.0. No: 17516 Address: 14 North Main Street, Suite 200 Chambersburg PA 17201 TOTAL .............................$ 233.00 Telephone: (717)264-6029 May 15th,2001 DATE FILED: B105.805 REV 9/86 This is to .certify that t~e. inform~tion he~e given is correctly copied from an original certificate of death duly filed with Local Registrar. The ongmal certlficate will be forwarded to the State Vital Records Office for permanent filing. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. No. Fee for this certificate, $2.00 p 7403118 )f/L-i., .j},t s-: ~ /' / ' Date JrEIt1:# ( S6c?t,( /d 'Rea.d; , 7? It f/ /111) jf/J} C UY!l1 J 181< A?-.f.O r,/.?~'- 0/ 21-2001-473 .'>v.1f91 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (Coroner) NAME OF DECEDENT (First, Middle, Lest) .. Raymond C. SEX ..Male STATE FILE NUMBER SOCIAL SECURITY NUMBER AOE fl '''I RIrIMAY) UNDER 1 YEAR Monlhl De.,. 3. 172-24-8722 71 v... BIRTHPL.ACE (City Md PLACE OF OEATH (ChlK'k only or"" .. ~ inJl;lflJrllOn~ on nthfit' ~i('!@) Slll18 or f I')fFlitJtl Ct~Jtllry) HOSPITAL P A Inpallent 0 1. ... FACILITY NAME (t! not instih.Jllon, give street and number) ~~~'!Yl [J .. COUNTY OF DEATH RACE. American Imhn, Black, Whillll, file (Speo1vl Cumberland lb. .a. White DECEDENT'S USUAL OCCUPATION (~:O~~~II:,~d=u~f;t~~r~f " Peerless Furniture ,. S ra DECEDENT'S MAILING AOORESS (SIHlffl, CilylTown. Slllt", lip Gocm) MARITAL STATUS. Mllmed NeverM.,rMtd,Wldodd, Divorced (S~lly) 14. Mever Married SURVIVING SPOUSE (llw'!".'l'v"'P11."d"" 1\,,"''') -.... 243 East King St. Apt. 1 11. Shippensburg, PA 17257 FATHER'S NAME (F"It, Midd\fl, l.sI) 11. Ral h Cl de Whisler, Sr. INFOOMANT'$ NA.ME (TypefPnnl) Elva L. Nehf METHOD OF OISPOSITIQ!i. O .......~ C.....IIonO DonMIon Othef (Specify' 211 SIGNAT~ Of F9HERAL SE .... I~. . Comptet.1temt ~only when certifyIng physiC"" .. not .v.1IabIe ,'lime of death to certify C8UM of dHth. 11b. Coo Cumberland 17d.1XI =h=~~I=OI MOTHER'S NAME (First MickJk:l. Maiden Sum8fTle) 11. Blanche Eisenhour INFORMANT'S MAIUNG ADDRESS (Slret'll, Cil)'fTown. S\8Ie, lip Code) 490 Walnut Bottom Road Shi ensbur PA PlACE OF DISPOSITION. Name of Cemetery, Crematory LOCATION. CityfTown, Slate. lip Code or Other P1ace city/tl(>ro 21c. 17257 z.. M z.. April 15, 2001 27. PART I: Ent., me dIMUM, injuries Of complicatIOns whICh Cf,Uled lhe death. 00 not Int.' the mode of dying, luch III cllrdiac or re.plrlltory arrest. st\ock or h..rt lallure I..IM only one CIIUM on each Ii".. Cumbo CO. LICENSE NUMBER o 12984-L PA 17257 Ifemt 24-21 m.... ~ complIClId by ~ whO pronouncM delth. DATE PRONOUNCED DEAD ~Monlh, Day, 'm!H) NoD PART II: Other algnlflcant COMftOOI conlnbuhng to dl'lalh. but nol resUlting in the underlying Cl'lU!'liI 91v(llf'lln PART I IMMIDIATI CAusa (Final OlMa."orcondifion resulflng in deethl- -..."""""'"'" il any. IMdIng to ImmedlMe c&UM. Enter UNDERLYIHO CAUSE (DiMa$e or InlUry ThaI infliated I8'V8I'Itll resulling in deem) LAST b. Disease DUE 10 (OR AS A CONSEQUENCE OF): DUE 10 (OR AS A CONSEOUENCE Of)' w..S AN AUTOPSY PERFORMED? d. WERE AUTOPSY FINDINGS AVAILABlE PRIOR 10 COMPLETION OF CAUSE OF DEATH? MANNER OF DEATH DPJE OF INJURY (Monlh. 1>1lY, Yoa!) TIME OF INJURY n,Slate} Natural ~ o o HomlclM .... 0 No;" - _. CEAT"" (Chedc only one) .CERTIFYING PHYstClAN (Phyticien certifyinQ C8UM 01 dMltl whef1 anoIt1e1' phyliclan has pronounced dflAttJllrn:I compl8tAd!lM"! 23) To_bMtOl"""........... dufl'IOCIcurnMlduetolhecllUM(a'Md~..al.t4td.................,..., ....0 NoD Ace_ Pending Invwetlgatlon o o _ M. O PLACE OF INJURY. AI horna, farm, street, factory, olliee building. etc, (SpecIfy) .... SulcIdo ... Coukl not be determined D Coroner 'MEDlCAL EJlAMIHERIC(lIlEA On the..... of ..amlnallon .nd/or InYMttptktn.ln my op4nkln. deldh occurNd.. the time, Ute. end plan. Md due 10 IhIi c.u.(.) and menner.......ed.............................................. .......................,..................... 31.. REGISTRAR'S SIGNATURE AND NUMBeR DATE SIGNEO{Mnf1lh, 1)l\v Y"!IiJ. o 3". .,d. April 17, 2uO 1 NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (lIem 27) Ty.. ",P,'.I Michael L. Norris, Coroner 6375 Basehore Road. Suite HI Mechanicsburg, Pa. 17050 ... s: 2-00/ _I'FIONQUNCINQ AND ClflTIfI'YINQ PtfYSICIAN (Ph~ both pronouncing death and cerlifying to cauae 01 dMth) To the.... of my knowteclgrt, dHth occUfNd at the lime. d.I.,.nd plece. end.... to.... ceuH(.).net lINIn.,., - ...Ied.. . . ~ ( ~ 1/ si 33. HlOS.90S REV.(09/00) This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records In accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~II~ C\~s,~/'6r' Robert S.~erman, Jr., MPH Secretary of Health Charles Hardester State Registrar 1804655 MAYO 2 2001 Date CORRECTKD ITEMS: 1 H1l>5.144Rev.1191 PER:FD DATE:5-1-01bas TYPE/PRINT IN PERMANENT ~f ;21 COMMONWEALTH OF PENNSYLVANIA. DEPAFlTMENT OF HEALTH. VITAL RECORD!; CERTIFICATE OF DEATH (Coroner) ill '" :> ~ ::; '" C. Whisler SEX ,.Male SWE FILE NUMBER SOCIAL SECURITY NUMBER DATE OF DEATH (Month. Day. Year) 4. April 12, 2001 2. 172-24-8722 BIRTHPLACE (Cily and PlACE OF DEATH (Check only one see inSlructions on other side) Sfafe Of Foreign Country} HOSPtTA"-: Palmyra, PA 1_;ontO 1. s.. FACILITY NAME (II not in$lilution, give Slreet and number) ~ily)D RACE. American Indian, 8lack, White. etc. (Specify) MARITAL STAtUS. Married N8Y8f Married, Widowed. Divorced (Spec~y) 14. Mever Married White SURVIV1NG SPOUSE (If WIfe. give maiden name) twp. 17b. Coun Cumberland 17d.1X! :~~=of MOTHER'S NAME (First Middle. Maiden Surname) 19. Blanche Eisenhour INFORMANT'S MAILING ADDRESS (Street. CityfTown. Slate. lip Code) , .490 Walnut Bottom Road Shi PLACE OF DtSPOSITION. Name of CemetllfY. Crematory <<Other Pl~ cityfOOrnl 21c. PA 17257 Twp. Cumbo Co. LICENSE NUMBER 220. 012984-L To the best of my knowledge, dealh occurred allhe lime. date and place Slated. (Signature and Title) PA 17257 '30. TIME OF DEPJ"H Ap rx . DATE PRONOUNCED DEAD ~MOflth. Day. Year) '4. 8:00 A. .. 25. April 15, 2001 21. PART f: Encer the diMaseS. injutifl or complications which caused me death. Do not enler the mode of dying. such as cardiac or respiratory arrest. shock or heart failure. List only one CIIUS1t on each line. ~ o i e Cor nar Arter Disease oue 10 (OR AS A CONSEQUENCE Gt=): 23b. 23c. WAS CASE ReFERRED 10 ME~.."L EXAMINER/CORONER1 ...~ NoD ... .Approximate PART II: Othef signifiCant conditions contributing to dealh. but : inceNal betwe<ln not resufting in IN undetfylng CBUS8' gMm in PART l. ! onseI and death b. DUE TO (OR AS A CONSEQUENCE OF): DUE 10 (OR AS A CONSEQUENCE Of): d. WERE AUl'Ofl'SV FINDINGS -""LABlE PRIOR TO COMPLETlON OF CAUSE OF DERH1 MANNER OF DEATH DATE OF It.UURY (MQr'\ttl. Day. 'INrI TIME OF INJURY Coroner ~ Ho_ D AccIdent 0 Pendino1nvestigalion 0 301. 3Ob. M. SUicide 0 Couldnotbedet:ermtned 0 :U~~~~AthOme.latm.str8flt.factOry.offlC8 2... 21b. 21. 3Olt. CERTfFIEII (Chod< """onel -==::=:~c:.:==.==:=:~~~.~~~~~~.~~).........,............ 0 Natural ,..,,0 NoD SIGNATURE -MEDICAL EXAMlNERICORONER On tM..... of enmlnation ancIJor "'wntfgatlon. in my opinion. death occurred at the time, date, and place, and due to ttMt calN(.) and manner_lltated.... ........................................... ................... 31a. REGlSTRAR'S SIGNATURE AND NUMBER 21 CENSE NU DATE SfGNED (Monlh. Day. Year} D 31e. 21d. April 17, 2UO 1 NAME AND ADDRESS OF PERSON WHO COMPLETED GAUSE OF DEATH (nem27)Typeo'Print Michael L. Norris, Coroner 6375 Basehore Road, Suite #1 Mechanicsburg, Pa. 17050 I- Z W . 0 w o "i!l ... 10 w '" '" z "PRONOUNCING AND CERTIFYING PHYSIaAN (Physician boIh Pl"onounting death and certilying Iocaute 01 death) 10 lite bnt of ""~. dHth OCCUlTed" the tIfM. date,.nd~, and'" to the CMlM{a) and manner.. stated.. . . . . " . . .. . . . .. . . . .. .. . . ~ if ~ II Sf 34. .s: 2.00 I ~ 1 ~ JRZ - 5.1 whisler.l April 22, 1998 LAST WIL!.. AND '!ESTAMENT I, Raymond C. Whisler, of 243 East King street, Shippensburg, Pennsylvania, being of sound and disposing lnind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of my estate of every nature and wherever situate to Clair Whisler, Cleo Spangler and El va Nehf, in equal shares, provided that the share of any beneficiary who predeceases me or dies on or before the thirtieth day following my death shall be distributed equally among the remaining beneficiaries living on the thirty-first day following my death. purpose of identification this 1$..& 1___ day of 7J17~ , 19.iC-. ~e-~_ (SEAL) Signed, sealed, published and declared by the above-named testator as and for his last will and testament in our presence, who in his presence, at his request and in the presence of each other have hereunto set our hands as attesting witnesses. ~L~#tfkJ(~' d /' Cc.... We, Raymond c. Whisler, -JoE.~ "R. 2..l.LLLIN~~ and /1i!.-IN/'r Yh. /3. ecoK~S, the testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and testament and that he executed it as his free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testator signed the will as witnesses and to the best of their knowledge said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~~ Testa or - Page 4 Cumberland County RENUNCIATION Estate of Raymond C. Whisler No. 21-7.001-471 also known as , Deceased The undersigned, Clair Whisler, Executor named in will (Relationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters Testamentary be issued to Elva Nehf Witness my hand this day of May , 2001 fir), J}(},' x. (11'( AA, [11 A\A/a.' O/J' (Signature) Clair Whisler 710 Marden Avenue, Shippensburg (Address) PA 17257 (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this day of Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths, Show date of expiration of Notary's commission,) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 Cumberland County RENUNCIATION Estate of Raymond C. Whisler No. 21-2001-473 also known as , Deceased The undersigned, Cleo Spangler, Executor named in will (Relationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters Testamentary be issued to Elva Nehf day of May 2001 Witness my hand this ~ .#/. ~ature) Cleo Spangler 940 Forge Rd., Carlisle PA 17013 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this day of Notary P My Co ic ission Expires: ; (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 Cumberland County t:. --- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Raymond C. Whisler Date of Death: 1/j5/0L___ Estate No. SSN: 172-24-8722 File No. 21-01-0473 Date Letters Granted: 5/15/01 Will or Administration No. 2001-00473 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 6/15/01 Name Elva Nehf Address 490 Walnut Bottom Road Shippensburg 940 Forge Road Carlisle .._---~--_._------- 710 Marden Avenue Shippensburg PA 17257 Cleo Spangler ~L17013 __ PA 17257 Clair Whisler Notice has now been given to all persons entitled thereto under Rule 5.6(a) except No exceptions. Date: 6/14/01~o C)~ -k ~?~,-1~~~1~ Signature ,., . 0 . {J ______.0_ Joel R. Zullinger, Esq. Name (Please type or print) 14 North Main Street Address Chambersburg, PA 17201 Capacity: _.0____ Personal Representative X Counsel for Personal Representative Telephone No. Z1L:264:~Q?!L__h_ ._____ LAW OFFICES OF ZULLINGER - DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg , P A 17201 717-264-6029 Fax: 717-264-1884 zulngrlaw@cvn.net Dale F. Shughart, Jr. of counsel O/-~-:2:3 July 10, 2001 Register of Wills Ctul1berland County Courthouse ~li~e,PA 17013 Dear Ms. Lewis: RE: Estahte of Raymond C. Whisler HAMILTON C. DAVIS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg,PA 17257 717-532-5713 Fax: 717-530-5222 davishlaJ,cvn.net Enclosed for filing in your office is an original and one copy of the Pennsylvania Inheritance Tax Return, check for the tax due in the amount of $9,247.39, and check in the amount of $15.00 for filing fee. Thank you. Very truly yours, O~'f rfl i Zullinge cc/ enc? , 0-(5 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 ZULLlNGER JOEL R 200 CHAMBERSBURG TRUST CO BLDG CHAMBERSBURG, PA 17201 __n_n_ fold ESTATE INFORMATION: SSN: 172-24-8722 FILE NUMBER: 21-2001- 0473 DECEDENT NAME: WHISLER RAYMOND C DATE OF PAYMENT: 07/11/2001 POSTMARK DATE: 07/10/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/12/2001 NO. CD 000041 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $9,247 ~39 I I I I I I I I TOTAL AMOUNT PAID: $9,247.39 REMARKS: JOEL R ZULLlNGER ESQUIRE CHECK# 9510 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS . /6~REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) W I- ::.r::$cn 0"'''' w"-o ,,00 ,,"'"""' "-'" "- < COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W (J W C Whisler, Ra mond C. DATE OF DEATH (MM-DD-Year} DATE OF BIRTH (MM-DO-Year) OFFICIAL USE ONLY v FILE NUMBER 21-010473 ""COliNTY'COii'E ---YEA~ - - NUMBER-- SOCIAL SECURITY NUMBER 72-24-8722 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death priO!'to 12-13-82) o 5. Federal Estate Tax Return Required .2.. 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AtlachSchQ) '.THISSECTIONll111t1STBE;COMFlLE'tEC.'AttCORRESPONOENCEANDCONFIDENTrAU!TAlC'INFORMATroi/lsROI.IUOIlE'OIRECTED,'TO"8'" '" NAME COMPLETE MAILING ADDRESS Joel R. Zullin er 14 North Main Street FIRM NAME (If Applicable) 717 264-6029 Suite 200 TELEPHONE NUMBER z o i= <( ..J ::l l- ii: <( (J W 0:: z o i= ~ ::l D.. :!; o (J >< ~ 04/12/2001 02/21/1930 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) 00 1. Original Return o 4.limiled Estate (K] 6. Decedent Died Testate (AlIach ropy of Will) o 9. litigation Proceeds Received D 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12.12.82) D 7. Decedent Maintained a Living Trust (Allachcopy ofTr"Usl) o 10. Spousal Poverty Credit (dateofdealh between 12-31-91 and 1-1-95) I- Z W o z o "- '" w '" '" o o Chambers bur 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Herd Corporation, Partnership or Sore-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate BiUing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Admin~trative Costs (Schedule H) (g) 10. Debts 01 Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (8) (11) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 15. Amount of Line 14 taxable at the spousal tax rate, or transle" under Sec. 9116 (a)(1.2) x .0_ (15) X .0_ (16) 81,117.41 X .12 (17) X .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 20. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT REno~ 'NSWER~llitlJllllll!S:rIONS'OI<t ' ERSe;SIOE:ANO!RECflEC!:K,MIli PA 17201 OFFICIAL USE 6Nl.Y- 91,309.43 91,309.43 10,170.12 21.90 10,192.02 81,117.41 81,117.41 9,734.09 9,734.09 Decedent's Complete Address: STREEHi'QRESS 243 Fast King Street, Ant. 1 CITY Shippensburg I STATE PA I ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credil 8. Prior Paymenls C. Discounl (1) 9,734.09 486.70 3. InleresVPenaliy if applicable D. Inlerest E. Penally Tolal Credits (A + 8 + C) (2) 486.70 T otallnleresVPenally ( 0 + E ) (3) 4. If Line 2 is grealer than Line 1 + Line 3, enler the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater Ihan Line 2, enlerthe difference. This is the TAX DUE. (5) A. Enter Ihe inleresl on the lax due. (5A) 8. Enler Ihe total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check to: REGISTER OF AGENT 9,247.39 9,247.39 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. relain the use or income of the property transferred; ........................................................................... 0 IZJ b. retain the right 10 designale who shall use the property transferred or ils income; ........................................ 0 IZJ c. retain a reversionary interest; or .............................. ......... .............................. .......................,......... 0 IKl d. receive the promise for life of eilher paymenls, benefils or care? ............................................................. 0 IZJ 2. If dealh occurred after December 12, 1982, did decedent Iransfer property within one year of dealh without receiving adequate consideration?............... -,..................... ........................................................ 0 IKl 3. Did decedent own an "in trust fo~ or payable upon death bank accounl or securily al his or her dealh? ................. 0 IZJ 4. Did decedenl own an Individual Retirement Accounl, annuily, or olher non-probale property which conlains a beneficiary designalion? ......................................................................... .............................. 0 IZJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penaWes of pe~ury. I declare thai I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information ofwhich preparer has any knowledge. SIGNATURE OF PE ON RESPONSIBLEFOR FILING RETURN DATE ~ 7-C; 0/ ~' ~ .J1 R. c-"'" 7 /c/ '() f SIG TURE O~RE~ARER OT&!~(~fA-9" DATE ' I ADDRESS For dales of death on or after July 1, 1994 and before January 1,1995, the tax rale imposed on the nel value oflransfers 10 or for the use oflhe surviving spouse is 3% [12 P.S. ~9116 (al (1.1) (i)l. For dales of dealh on or after January 1, 1995, the lax rale imposec on the net value of transfers to or for the use of the surviving spouse is 0% [12 P.S. ~9116 (a) (1.1) (ii)]. The slalule does not exempt a transfer 10 a surviving spouse from tax, and the statutory requirements for disclosure of assels and filing a tax relurn are slill applicable even if the surviving spouse is the only beneficiary. For dales of dealh on or after July 1, 2000: The lax rale imposed on the nel value of transfers from a deceased child twenty-one years of age or younger at dealh 10 or for the use of a naturai parent, an adoplive parent, or a stepparent of the child is 0% [12 P.S. ~9116(a)(I.2)]. The tax rale imposec on Ihe nel vaiue of transfers to or for the use of the decedenl's Iineai beneficiaries is 4.5%, excepl as noted in 72 P.S. ~9116(1.2) [12 P.S. ~9116(a)(1)1. The tax rate imposed on the net value of Iransfers 10 or forthe use of the dececent's siblings is 12% [12 P.S. ~9116(a)(1.3)J. A sibling is defined, under Seclion 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. .R~'~m.;'m '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Whisler Ravmond C 21 01 0473 Include the proceeds of litigation and the date the proceeds were received by 1l1e estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Money Fund Alternative Account #0098236946, Allfirst Bank (copy of letter attached for verification) VALUE AT DATE OF DEATH 90,990.98 2. Refund, Blue Cross/Blue Shield 318.45 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 91,309.43 "'''''''''','''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Whisler Ravmond C. FILE NUMBER 21 01 0473 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fogelsanger-Bricker Funeral Home, funeral expenses 6,379.50 2. New Hope United Methodist Church, meal after funeral service 500.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) 0.00 Social Security Numbe~5)! ErN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Joel R. Zullinger 2,500.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Mary C. Lewis, Register - petition for probate 200.00; short certificates 6.00; 248.00 renunciation 10.00; extra pages 12.00; JCP fee 5.00; filing return 15.00 5. Accountanfs Fees 6. Tax Return Preparers Fees 7. News-Chronicle, advertise letters 59.72 8. Cumberland Law Journal, advertise letters 75.00 9. Cleo Spangler, cleaning and removing furniture from decedent's apartment 117.60 10. Elva Nehf, cleaning and removing furniture from decedent's apartment 115.30 11, Linda Holtry, removal and disposing of mattress and cleaning apartment 85.00 12. Clair Whisler, cleaning of decedent's apartment 90.00 TOTAL (Also enter on line 9, Recapitulation) $ 10,170.12 (If more space is needed, insert additional sheets of the same size) :"'''''''!':'' . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Whisler Ravmond C Include unrelmbursed medical expenses. ITEM NUMBER FILE NUMBER 21 01 0473 DESCRIPTION AMOUNT 1. TV cable bill due at decedent's death 21.90 TOTAL (Also enteron line 10. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 21.90 .,"V,""".,,,.,,,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ,.. 71 01 04n RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE l. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Clair Whisler brother 1/3 share of residue 710 Marden Avenue Shippensburg, PA 17257 2. Cleo Spangler sister 1/3 share of residue 940 Forge Road Carlisle, PA 17013 3. Eiva Nehf sister 1/3 share of residue 490 Walnut Bottom Road Shippensburg, PA 17257 ENTER DOLLAR AMOUNTS FOR DiSTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) !l allnrst .\l1fir't F!r!~H1L:i.ll CemeT' ,;\. P(l '1. t')'-i,' \h:~,).",;,;). [)f~ ~'->"i-" June 25,2001 Law Offices Zullinger - Davis 14 North Main Street Suite 200 Chambersburg, PA 17201 RE: Estate of Raymond C. Whisler Date of Death: April 15, 2001 Social Security Number: 172-24-8722 Dear Mr. Zullinger: We are in receipt of the death certificate and short certificate for the above named- decedent. The file has been re-opened, please be advised that at the time of death he had on deposit \vith this bank the following account. 1. Account Type........................... Money Fund Alternative Account Number....................... 0098236946 Ownership (Names of}.............. Raymond C. Whisler Opening Date...........................04/20/98 (account closed 06/1.1/01) Balance on Date ofDeath.........$90,639.43 Accrued Interest $ 351.55 Total...................................... .$90,990.98 TIris letter does not include any accounts in which the deceased may have been listed as power of attonley, custodian of uniform transfers, representative payee, or trustee under a written trust agreement. For any additional information on these accounts, please contact our branch at: 28 Walnut Bottom Road Shippensburg, PA 17257 Phone: (717) 532-2414 Sincerely, /-}/ , i. .: } ,~ 11, -,') r:;;:/ . / /2r.:il.i /L' /0' C(v ,~'N!~~L ,-, 1/ Charlene Wanington, Associate I (302) 934-2722 <} 4 .... \J 1 ~ 21-2001-473 LAST WIL~ AND ~ESTAMENT I, Raymond C. Whisler, of 243 East King street, Shippensburg, pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last il:ness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of my estate of every nature and wherever situ&te to Clair Whisler, Cleo Spangler and Elva Nehf, in equal shares, provided that the share of any beneficiary who predeceases me or dies on or before the thirtieth day following my death shall be distributed equally among the remaining beneficiaries living on the thirty-first day following my death. III. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or priva.te sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of Page 2 < ~ ~ '- any fiduciary capacity or in the name of a nominee or unregistered. IV. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. v. I appoint Clair Whisler, Cleo Spangler and Elva Nehf, as co- executors of this my will. VI. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of five typewritten pages, the first three of which bear my signature in the margin for the Page 3 purpose of identification this (;LC' -1___ day of 7/J17~ ,192L-. RM~ e--~ v (SEAL) Signed, sealed, published and declared by the above-named testator as and for his last will and testament in our presence, who in his presence, at his request and in the presence of each other have hereunto set our hands as attesting witnesses. ~;;;'41/t-:r' If! /' Cc.. We, Raymond c. Whisler, -.::rOEL- 1<. 2-l.LLL.l"''''~ and flZ.-l "'A 1'l1. .f3 eooK<=}')S, the testator and the wi tnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and testament and that he executed it as his free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testator signed the will as witnesses and to the best of their knowledge said signer was at that time eighteen years of age or older, of sound mind and under no const.raint or undue influence. ~('}-~ Testator Page 4 subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to before me by the above-named witnesses this IJ~ day of ~d ,19'1l' 64~ Q. ~ Not"ary Public r- NOTARI,'.L ::::fAL 1l.;.,?~S A SOlLEt~eEp.a~T.. ';~->>ery Publlc LShIPpen5b~rg. Sor--J, <?om~1flnd County My CommIssIon exprros NH.lrctl 3. 2,"'.r11 ___,__",',>_.. .. _. C_' ;."_, Page 5 '\ /6-6280 - Jl 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 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN JOEL R ZULLINGER STE 200 14 N MAIN ST CHAMBERSBURG j', PA 17201 08-20-2001 WHISLER 04-12-2001 21 01-0473 CUMBERLAND 101 '* REV-1S47 EX lFP U2-00) RAYMOND C Allount Rellitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 91,309.43 .00 .00 (8) MAKE CHECK PAVABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R'EV=is'4-j-EX--AFP-ci"2-':oOY-NOYicE--OF-iiiHERiTANCE-YA'X-'APPRAisEMiNT~--Ai.lowAiicE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WHISLER RAYMOND C FILE NO. 21 01-0473 ACN 101 DATE 08-20-2001 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllenta1 Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously. lines 14, 15 and/or 16. 17. 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AIIount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. AIIount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CR!;'DITS: PAYMENT REl:EIPT nrSCOUNT ( + ) AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-10-2001 CDOOO041 486.70 9,247.39 TOTAL TAX CREDIT 9,734.09 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 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 NOTE: If IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (9) (10) 10,170.12 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 91,309.43 ] 0 .192 02 81,117.41 .00 81,117.41 00 = 045 = 12 = 15 = .00 .00 9,734.09 .00 9,734.09 21.90 (11) (12) (13) (14) .00 X .00 X 81,117.41 X .00 X (19)= ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A R~~UND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF CumberlancL____, PENNSYLVANIA Name of Decedent: Faymo..nd C.WhisleL____ Date of Death: 4/12/01 -- ----~_.~-- -------- -----------"-.-- File No. 21-01-0473 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES _ X_ NO__~_ 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: -- ----- -- 3 If the answer to No.1 is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES ____ NO x b. The separate Orphan's 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 Clerk of the Orphans' Court and may be attached to this report. Date: 10/16/01 /l oN'~-. Signa':j~L t' ;~,-"~i~!<. J()el R Zullinger______ Name (Please type or print) 14 N. Main ~treet, Suite 200 Address Chamb~rsbur9___ PA 17201 (717)263-59~ Tel. No. Capacity: ____ Personal Representative X Counsel for personal representative