HomeMy WebLinkAbout01-0631
Estate of tftti .:.__ L _ 1]':'11':3
also known as mA-1'-III--;J 1.-. tJi<-<-1 $.
PETITION FOR PROBATE and GRANT OF LETTERS
;l\- Dl- f.D 3(
No.
To:
Register of Wills for the
Deceased. County of CUMBERLAND in the
Social Security No. 188-60-:5301 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 r1X
in the last will of the above d~cfJdent, dated ~ Jv,.)6-
and codicil(s) dated IUj.k
named
,~~o,
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber land County, Pennsylvania, with
h er last family or principal residence at 432 W Main Street
Mechanicsburg, PA 17055
(list street, number and muncipality)
Decendent, then 28 years of age, died
at Hershey Medical Center
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:
June 14
,~
2001
,
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 fleu.nsylvapia I A J. / "- L,. .f"L
situated as follows: "2-eI'4. /VD/CTII ~sp/)II' AiL ~.
t-/htS.PovJ.NL I FA-- ,..,0,(0
$ 2.(000
$
$
$ ( "ao . c> Co C)
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
theron.
(testamentary; administration c.La.; administration d.b.n.c.La.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1.. ss
COUNTY OF Cumberland J
The petitioner(s) above-named swear(~) 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.
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affirmed and
2ND
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No. 21 - 01 - 631
Estate of
Marian L Willis
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUL Y 5, n 7001. in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated JUNE 6, 2001
described therein be admitted to probate and filed ofrecord as the last will of ~.arian L. Willis
and Letters Testamentary
are hereby granted to Linda L. Willis
MARY CLEWIS
FEES
$ 235 . 00
$---18...illL
$--
$ 6.00
5.00
TOTAL - $----& 64.-00-
Filed ........ ~ V P. . ~ ,. .~ QO J. . . . . . . . ... . . .
William E. Miller, Jr. ID# 7220
ATTORNEY (Sup. Ct. I.D. No.)
1822 Market Street, Camp Hill, PA 17011
Probate, Letters, Etc. .........
Short Certificates(o) . . . . . . . . . .
Renunciation ................
X-Pages
JCP
ADDRESS
717/737-9210
PHONE
Called attorney on 7-5-01
H10\.80S REV 9/86
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local R\gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No.
t~~~~
Local Registrar fI
p
7386954
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Date
t1105. 143 Ra.. 2187
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
TYPEJPRINT
IN
PERMANENT
BLACK WI(
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NAME OF DECEDENT (for$l Modl:Je, L...
B4RTHPLACf (C.Iy..nO
SWe 01 fCf8tQll Counl'v)
Dauphin
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RACE. Amencan 1ncHn. ea.o. WhU. Me.
'_I White
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28 v..
COUNTY OF DEATH
DECEDENT'S USUAl OCCUPATION
i~Y:o,,,=:, .~~ :::2,~
"0. Podiatrist "0.
DECEDENT'S MAIllNG ADDRESS (SUNt. ClIylbNn. s.-. X~Codt,
432 W. Main st.
Mechanicsburg, Pa. 17055
_S DECEDENT EVEA iN
us. AAMfOFOACES?
,.. 0 No IXI
SURvIVtNQ SPOuSE
td....., ~ m.a.oen namel
DECEDeNT'S
ACTUAL
RESIDENCE
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LICENSE HUMBER
....011667-L
no.
ILIE OF DEATH g DATE PRONOuNCED DEAD (MQflIh, Day. Yeafl
.4.73 PM H. SLJt-JE 14 I 2001
21. pMff I: EIQt IN diMHH. intutiesor COfTlJ)IicabonI which caused the death, Do noI 'IflleI' the IJlQICM 01 <tting. such.s ca'<$iac Of r.spN'~tory .,r.. shoClt 01' newt faiklf.
liafl only one cauM on Ud\ IiM
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INTGRST171A L PN&\J/vIONIA
DUE 10 lOR Al; A CONSEQUENCE Of),
HOD&I</I\J (S L Yf'vI PHOf'..-(A
DUE 10 (OR AS A CONSEOUENCE OF):
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nal ~ in IhiI UhdMtp'IgcauM given in AUn' I.
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DUE 1O(OAItS ACClNSEOUENCE Of):
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WERE" .wlOPSV FINOtNGS
A.\tIUlAIk.E PRIOR 10
COMP\.E1lQN 01 CAUSE
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MANNER OF DEATH
DATE OF INJURY
M(ll1lh.OaV. '4eaf)
TIWE Of INJURY
tNJURY liS \NORI(?
DESCRIBE HOW INJURY OCCURREO.
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'CERTlF'VlNG PHYSJClAN (PhwSlClatl Ctlf1ltycng cause ~ t3ea!h wne... anolher ptlVSIC<aO has prOf\Ol.lnce<i dealt! ilnO completed llem 23)
To IfM bul 0' my know..... de.th ""&urM.,..... CMlN(S) MId m.p....'.. ...Ied
'UEOICAl EXAMIHER/CORONER
On th. be.i, of ...""natlon and/or Inve.Ug.alion,ln my opinion, d.ath occurred at the Ume, date, and place, and due to the c..uae(s) and
manneta.alaled _.................._.
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AEG~WR.S SIGNATURE ~D NUM.;/,
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To the bft,1 of my knowtedQa. dealh occ:u"ec:I a. IN lime, dat.. and pl.._. and due 10 lba uUM(.) and mann., .. ,.at...
LAST WILL AND TESTAMENT OF
MARIAN L. WILLIS
I, MARIAN L. WILLIS, of the Borough of Mechanicsburg, Cumberland County,
Pennsylvania, do hereby make this my Last Will and Testament, revoking any former
Wills and Codicils made by me.
FIRST: I give my tangible personal property and all of the casualty insurance
that I am carrying on said tangible personal property to my brother, CEPHAS S. S.
WILLIS, or, if he fails to survive me, in equal shares to my parents, LINDA L. WILLIS,
of Mechanicsburg, Pennsylvania, and HAROLD C. WILLIS, of Dillsburg, Pennsylvania,
or the survivor of them, to be divided equitably among or between them as they may
determine. I have complete confidence that my brother, my parents or my Executor will
honor any written instructions that I may leave with regard to said tangible personal
property. Any such property not so distributed shall be sold, and the proceeds added
to my residuary estate to pass as hereafter described.
SECOND: I give, devise and bequeath the rest, residue and remainder of my
estate, real and personal, to my brother, CEPHAS S. S. WILLIS, or, if he fails to survive
me, to my parents, LINDA L. WILLIS, of Mechanicsburg, Pennsylvania, and
HAROLD C. WILLIS, of Dillsburg, Pennsylvania, or the survivor of them. In the event
that neither of my parents survives me, then I give of my residuary estate one-half (%)
to my mother's heirs-at-Iaw, and one-half (%) to my father's heirs-at-Iaw.
THIRD: If any share hereunder becomes distributable to a beneficiary who has
not attained the age of twenty-one (21) years, then such share shall immediately vest in
such beneficiary, but notwithstanding the provisions herein, my Trustee shall retain
possession of such share in trust for such beneficiary until such beneficiary attains the
age of twenty-one (21) years, using so much of the net income and principal of such
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,::;> f'{~itials
Page 1 of 5
share as my Trustee deems necessary to provide for the proper medical care, educa-
tion, support and maintenance in reasonable comfort of such beneficiary, taking into
consideration to the extent my Trustee deems advisable any other income or resources
of such beneficiary or his or her parents known to my Trustee. Any income not so paid
or applied shall be accumulated and added to principal. Such beneficiary's share shall
be paid over and distributed to such beneficiary upon attaining the age of twenty-one
(25) years, or if he or she shall sooner die, to his or her executors or administrators.
FOURTH: If any beneficiary and I should die under such circumstances as
would render it doubtful whether the beneficiary or I died first, then it shall be conclu-
sively presumed for the purposes of this my Will that said beneficiary predeceased me.
FIFTH: (1) I name as my Executrix, my mother, LINDA L. WILLIS, or, if she is
unable or unwilling to serve, I name as my Executor, my father, HAROLD C. WILLIS. If
both my mother and my father are unable or unwilling to serve, then I name
WILLIAM E. MILLER, JR., as my Executor. I direct that my Executor, herein referred to
as my Executor regardless of number or gender, serve without bond in any jurisdiction
in which called upon to act.
(2) I name WILLIAM E. MILLER, JR., as my Trustee, and I direct that
he serve without bond in any jurisdiction in which called upon to act.
SIXTH: I give to any Executor and to any Trustee named in this Will or any
Codicil hereto or to any successor or substitute Executor or Trustee all of the powers
now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in
particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as
effective and as in effect on the date hereof, during the administration and until the
completion of the distribution of my estate, and until the termination of all trusts created
in this Will or any Codicil hereto and until the completion of the distribution of the
assets of such trusts.
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Initials
Page 2 of 5
IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and
Testament this (c.-fh. day Ofr- ,2001.
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(SEAL)
Page 3 of 5
21 - 01 - 631
GISTER OF WILLS OF CLVBEPLAND COUNTY
OATH OF SUBSCRIBING WIT ESS
(each) a subscribing witness to
law, depose(s) and say(s) that
Marian Lee Willis
the testat rix , sign the same and that
request of testat rix in h er
other subscribing witness(es)).
ewith, (each) being duly qualified according to
present and saw
signed as a witness at the
in the presence of each other) (in the presence of the
Sworn to or affirmed and subs
me this
ibed before
day of
19
L da L. Willis
s~~~rgr, Mechanicsburg, PA 17055
Register
REGISTE.R OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
William E. Miller, Jr.
{J.,Jo t..J /<./Pn- '- . WI l (.. IS'
(each) a subscriber hereto, (each) being duly qualified according to law. depose(s) and say(s) that
he is familiar with the signature of Marian Lee Willis
codicil
will
that
he
presented herewith and
codicil
believes the signature on the will is in the handwriting of
test at rlX of (one of the subscribing witnesses to) the
Marian Lee Willis
to the best of his knowledge and belief. ______ ~
Sworn to 0' affirmed and sub",ibed before . Willi,!," E. ~~
me this 2ND day of (Name)
JULY 01 1822 ~1arket Street,
~~~
~tJPI)- 1-. ,JIL<-,
Camp Bill, PA 17011
W~.
y?~ l;J,4r (Name) /YJ1h~ ..-r~L~r
M~;(/hI1 c..S /J//,ec (//r ' 1'0.)".1
(Address)
C/
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CERTIFICA TION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Marian L. Willis
Date of Death: 14 June 2001
Will No. 2001-00631
PA Admin. No. 21-01-0631
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the
above-captioned Estate on 20 July 2001.
Name
Address
Cephas S. S. Willis
432 West Main Street
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
William E. Miller, Jr., Es
Miller & Associates,
1822 Market Str
Camp Hill, P 7011
717/737-9210
..~
Date: 23 July 2001
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
55:
LINDA L. WILLIS
being duly
sworn
~~ according to law, deposes and says thats he 1S the ExecutI~~__ _
_____~~_u____ of the Estate of Marian L. Willis
late of __. M~ch<:l!l~<:sbuI'g _ n______~___, Cumberland County, Pa., deceased and that the
within is an inventory made by Li_Il~-"-- Wi~li?__~_~ __~ __ __, the said Executrix___
of the entire estate of said decedent, consisting of all the personal prop~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.
~rVf. rch
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and subscribed before me,
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~:~___4Ld,J r;f ~- / 6< /d~1 )( ___
Executor. Administrator
Sworn
Linda L. Willis, Executrix
432 W ~1ain Street, Mechanicsburg, PA 17055
Address
Date of Death
14
June
2000
Day
Month
Year
INSTRUCTIONS
I.
2.
3.
4.
An inventory must be filed within three months after appointment of personal representative.
A supplement inventory must be filed within thirty days of discovery of additional assets.
Additional sheets may be attached as to personalty or realty
See Article IV, Fiduciaries Act of 1949.
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William E. Miller, Jr.
Anthony E. Marrone
LAW OFFICES OF
MILLER & ASSOCIATES, PC
1822 MARKET STREET · CAMP HILL, PA 17011
TEL: (717) 737-9210. FAX: (717) 737-9215
13 March 2002
Direct Dial Number:
737-9213
CERTIFIED MAIL -
RETURN RECEIPT REQUESTED
Mary C. Lewis, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Marian L. Willis
No. 2001-00631
Dear Mrs. Lewis:
Enclosed herewith for filing are two (2) copies of the Pennsylvania Inheritance
Tax Return Resident Decedent, Form REV-1500 for Ms. Marian L. Willis who died on
June 14t'.... 2001. I am also enclosing a check from the Estate payable to you, as Agent,
in the amount of $6,845.00, representing payment in full of the Pennsylvania
Inheritance Tax due.
Finally, I am enclosing an original and one (1) copy of the Estate Inventory and
our firm's check payable to you in the amount of $13.00 to cover the filing fee for the
Inventory.
Please acknowledge receipt of this letter and its enclosures by time-stamping
the enclosed copy of this letter and inventory returning them to me in the envelope
provided. If you have any questions, please call me at the direct-dial number shown
above. Thank you for your assistance with this matter.
~~~;~
Michelle E. Miller
Imem
Enclosures
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28060 'I
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MILLER & ASSOCIATES
210 WALNUT STREET PO BOX 11963
HARRISBURG, PA 17108
-------- fold
ESTATE INFORMATION: SSN: 188-60-3307
FILE NUMBER: 2101-0631
DECEDENT NAME: WILLIS MARIAN L
DATE OF PAYMENT: 03/14/2002
POSTMARK DATE: 03/11/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 06/14/2001
NO. CD 000952
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,845.00
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TOTAL AMOUNT PAID:
REMARKS: MILLER & ASSOCIATES
CHECK# 1056
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$6,845.00
MARY C. LEWIS
REGISTER OF WILLS
c..
REV-1500EX+ (6-00) OFFICIAL USE ONLY
. COMMONWEALTH OF PENNSYLVANIA REV-1500 /6
- c:2 5// - /0
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21-01-0631
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Willis Marian L 188-60-3307
DECE- DATE OF DEATH (MM-DD- YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
06/14/2001 09/25/1972 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
N/A - -
3. Remainder Return
CHECK ~ 1. Original Return ~' Supplemental Return 8 (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
~ateof dealhafler 12-12-82)
PRIATE 6. Decedent Died Testate 7. ecedent Maintained a living Trust 0 B. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Atlach a copy of Tru:;;t)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to ta~ under Sec. 9113(A)
12-31-91and 1-1-95) (Attach 8ch 0)
fHjSs~btlbNMustjjebQMj:>!W!$t~Q:AlWbQRR~SPONQg.jGe&.GONfioeNtiAUf1\XINrbRMJ>.tioosf.!ol)i@$eJolii'l!i.CTeQTQ!
NAME COMPLETE MAILING ADDRESS
COR- William E. Miller, Jr. 1822 Market Street
RE- FIRM NAME (If Applicable) Camp Hill, PA 17011
SPON
DENT Miller & Associates, PC
TELEPHONE NUMBER
717-737-9210
155.;llIfG OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) c::i "Jl
2. Stocks and Bonds (Schedule B) (2) 12,j.1'> N "
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) , 0
4. Mongages & Notes Receivable (Schedule 0) (4) 0 -~.,
;::::..t
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5. Cash, Bank Deposits & Miscellaneous Personal ~
Property (Schedule E) (5) 16,530 -.-'"
6. Jointly Owned Property (Schedule F)
0 Separate Billing Requested (6) 1,490 --'
-.--.
RECA- "
PITULA- 7. Inter - Vivos Transfers & Miscellaneous ()';,
TION Non-Probate Property (Schedule G or L) (7) 0
8. Total Gross Assets (total Lines 1-7) (B) 185,199
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 34,000
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) 94,157
11. Total Deductions (total Lines 9 & 10) (11) 128,156
12. Net Value of Estate (Line 8 minus Line 11) (12) 57,042
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 0
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 57,042
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of line 14 taKable at the spousal taK
rale, or transfers under Sec. S116 (a)(1.2) 0 X 0 00 (15) 0
TAX 16. Amount of Line 14 taKable at lineal rate 0 X.O 0.045 (16) 0
-
COMPU- 17. Amount of line 14 taxable at sibling rate 57,042 X .12 (17) 6,845
TATION 18. Amount of Line 14 taxable at collateral rate 0 X .15 (lB) 0
19. Tax Due (19) 6,845
20. 0 1Gi!l$CKBe!'lWji'!You,M\$i'\$q\.l!$$:\,INtiAll!$i'!QNOPI!Mti:@'eRiiAYMeNtl
o PA 15001
NTF 29755
~>aE SUI'lE TO ANSWEflALL QUESTIONS ON PAQE a ANO RECHECK MATH<<
Copyrisht 2000 Greatland/Nelco LP - Forms Software Only
PA REV -1500 EX (6-00)
o d C I
Page 2
ece ent s omplete ress:
STREET ADDRESS
432 W Main Street
Cumberland County
CITY I STATE I ZIP
Mechanicsburg PA 17011
Add
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,845
o
o
o
Total Credits (A + 6 + C)
(2)
o
3. InteresVPenalty if applicable
D. Interest
E. Penalty
o
o
Total InteresVPenaJty (0 + E)
4. If 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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check to' REGISTER OF AGENT
(3) 0
(4) 0
(5) 6,845
(SA) 0
(56) 6,845
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"
1. Did decedent make a transfer and:
a. 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?
If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate 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
~ ~
B ~
2.
o
~
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of
which oreoarer has any knowledqe.
SIGNATUR OF PERSON RESPONSI6LE FOR FILING RETURN
<..,,01'<>- U:U..,.., 4e
ADDRESS
432 West Main Street, Mech., PA 17055
SIGNATURE ()F PRFPA'3fR OTHER THAN REPRESENT TIVE
....------ ~ C::-...:-
ADDRESS
1822 Market Street,
-,
DATE
3 -/3 -O.;;l.
Hill, PA 17011
spouse
[72 P.S. 19116 (a) (1. 11 (i)].
For dates of dealh onorafter January 1, 1995, the tax rate is imposed on the net value oltranslers to or lor the use of the surviving spouse is 0% [72 P.S. Ii 9116 (a)(1.1)(li)).
The statute dnA;; nnl AI/Rmn! a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stilt applicable even if
the surviving spouse is the only beneficiary.
For daies 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.1i91 16(aX1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is4.5%, except as noted in 72.P.S.li 9116(1.2) [72 P.S. 69"6(a)(1)].
The tax rate imposed on the net value 01 transfers to or for the use of the decedent's siblings is 12% [72 P.S. li9116(a)(1.3)]. A sibling is defined, under Section9102, asan individual
who has at least one parent in common with the decedent, whether by blood or adoption.
o PA 15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
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WHEREAS,
dated June
on the 5th
2nd 2001
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No, 2001-00631 PA No. 21-01-0631
ESTATE OF WILLIS MARIAN L
lLA~l, tlK0l, M1UULb)
Late of
MECHANICSBURG BOROUGH
CU1VIl:$.t;KLAl\lU CUUN'l Y 1
Deceased
Social Security No. 188-60-3307
day of July
2001 an instrument
was admitted to probate as the last will of WILLIS MARIAN L
(LA01 , tlK01, M1UULb)
late of MECHANICSBURG BOROUGH CUMBERLAND County, who died on the
14th day of June 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to WILLIS LINDA L
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF,
of my Office the 5th day
I have hereunto set my hand and affixed the seal
of July 2001.
lf4 @.~. ~a%~
<< eJ~JfJ: l s .
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WILL AND TESTAMENT OF
MARIAN L. WILLIS
I, MARIAN L WILLIS, of the Borough of Mechanicsburg, Cumberland County,
Pennsylvania, do hereby make this my Last Will and Testament, revoking any former
Wills and Codicils made by me.
FIRST: I give my tangible personal property and all of the casualty insurance
that I am carrying on said tangible personal property to my brother, CEPHAS S. S.
WILLIS, or, if he fails to survive me, in equal shares to my parents, LINDA L WILLIS,
of Mechanicsburg, Pennsylvania, and HAROLD C. WILLIS, of Dillsburg, Pennsylvania,
or the survivor of them, to be divided equitably among or between them as they may
determine. I have complete confidence that my brother, my parents or my Executor will
honor any written instructions that I may leave with regard to said tangible personal
property. Any such property not so distributed shall be sold, and the proceeds added
to my residuary estate to pass as hereafter described.
SECOND: I give, devise and bequeath the rest, residue and remainder of my
estate, real and personal, to my brother, CEPHAS S. S WILLIS, or, if he fails to survive
me, to my parents, LINDA L WILLIS, of Mechanicsburg, Pennsylvania, and
HAROLD C. WILLIS, of Dillsburg, Pennsylvania, or the survivor of them In the event
that neither of my parents survives me, then I give of my residuary estate one-half ('h)
to my mother's heirs-at-Iaw, and one-half ('h) to my father's heirs-at-Iaw.
THIRD: If any share hereunder becomes distributable to a beneficiary who has
not attained the age of twenty-one (21) years, then such share shall immediately vest in
such beneficiary, but notwithstanding the provisions herein, my Trustee shall retain
possession of such share in trust for such beneficiary until such beneficiary attains the
age of twenty-one (21) years, using so much of the net income and principal of such
~~'"
.F
.Y. "0'
,.
qnitials
Page 1 of 5
share as my Trustee deems necessary to provide for the proper medical care, educa-
tion, support and maintenance in reasonable comfort of such beneficiary, taking into
consideration to the extent my Trustee deems advisable any other income or resources
of such beneficiary or his or her parents known to my Trustee. Any income not so paid
or applied shall be accumulated and added to principal. Such beneficiary's share shall
be paid over and distributed to such beneficiary upon attaining the age of twenty-one
(25) years, or if he or she shall sooner die, to his or her executors or administrators.
FOURTH: If any beneficiary and I should die under such circumstances as
would render it doubtful whether the beneficiary or I died first, then it shall be conclu-
sively presumed for the purposes of this my Will that said beneficiary predeceased me.
FIFTH: (1) I name as my Executrix, my mother, LINDA L. WilLIS, or, if she is
unable or unwilling to serve, I name as my Executor, my father, HAROLD C WilLIS. If
both my mother and my father are unable or unwilling to serve, then I name
WilLIAM E MillER, JR, as my Executor. I direct that my Executor, herein referred to
as my Executor regardless of number or gender, serve without bond in any jurisdiction
in which called upon to act.
(2) I name WilLIAM E MillER, JR, as my Trustee, and I direct that
he serve without bond in any jurisdiction in which called upon to act.
SIXTH: I give to any Executor and to any Trustee named in this Wilt or any
Codicil hereto or to any successor or substitute Executor or Trustee all of the powers
now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in
particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as
effective and as in effect on the date hereof, during the administration and until the
completion of the distribution of my estate, and until the termination of all trusts created
in this Will or any Codicil hereto and until the completion of the distribution of the
assets of such trusts.
/#){ \
Initials
Page 2 of 5
IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and
Testament this (.''''dayofc~' . ,2001.
I
t" /. .
MA~~'dVJ~LiIS '
(
(SEAL)
Page 3 of 5
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marian L. Willis
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-D1-D631
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
1
1. 282 N Lansdowne Avenue,
Lansdowne, PA - Real property
owned by decedent and sold on
12/7/D1. (See HUD-1
Settlement Statement
attached. )
155,DDO
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
155,000
9 PA15021 NTF 1087'
Copyright 1999 Greatland/Nelco LP - Forms Software Only
A. Settlement Statement
8. Type of Loan
U.S. Department of Housing
and Urban Development OMB No. 2502.0265
1.0FHA 2. OFmHA J. Deanv. Unins. I 6. Fill Number 17. Loan Number I 8. Mortgage Insurance Case Number
4. OVA 5. Deany, Ins, T19326 4387297Tl1X
C. Note: ,~~~_T~r":l_.~!}I1,m.. 0 glV' VOU..8 emen 0 Be ua '~~~.me[l!.CO'~~.AP.10U~~_P' 0 an y ." emen .~e~}..8r. ~!l~wn.
Items merked nlp.a.c.)" were plld ouUld, th, clolln~: they .r. .hown her. for lnformetlon r~~;~~' end Ir. not Ine uded In the tot,I..
WARr'fG: 11 }',"~ crime, ~..,kno~inllIY make f.I"c~~'~~~,~~..,:. ~:,..u~~',~ S<;ltat.. on this or en Oth.:'~ ~:n!tT!. form. P_nalti.. upon
D. NAME OF BORROWER: John T. Waite and Terease S. Waite
ADDRESS: 282 N. Lansdowne Avenue, Lansdowne, PA 19050
E. NAME OF SELLER: Linda Willis, Executrix of Estate of f/lA.-Ui!VL.c;(, W~
ADDRESS:
F. NAME OF LENDER: Wells Fargo Home Mortgage, Inc.
ADDRESS: Final Documents, 3601 Minnesota Drive, Bloamington, MJ 55434-5284
G. PROPERTY ADDRESS: 282 N. Lansdowne Avenue, Lansdowne, PA 19050
Boro. of Lansdowne
o Principal Residence o Other RBlI Estate
H. SmLEMENT AGENT: American Land Transfe~:ssociates, Telephone: 610-543-8000 Fax: 610-
PLACE OF SETTLEMENT: 816 W. springfield Road, ringfield, PA 19064
l. SETTLEMENT DATE: 12/07/2001
J. SUMMARY OF BORROWER S TRANSACTION: K. SUMMARY OF SElLER'S TRANSACTION:
100. GROSS AMOUNT OUE FROM RORROWER 400. GROSS AMOUNT OUE TO SELLER:
101. Contraclsaluprice 155,000100 401. Contract saJas price 155,000.00
lOt PersonllProperty 40t PaflonalProparty
103. Settlemenl charges 10 borrower nine 1400) 8,31.2.23 403.
104. 404.
105. . 405.
Adjustments for items paid by seller in advanliB Adiustments for items paid by seller in advance
10S. City/lawn lue, 12/07/01to12/31/01 61.50 406. City/town laus 12/07/011012/31/01 61.50
107. CountylaX8S 12/07/011012/31/01 34~,52 401. Counlyluu 12/07/01to 12/31/01 34.52
108. School Taxes 12/07/011006/30/02 1,856.52 ~,08. SchoolTues 12/07/011006/30/02 1,856.52
109. 409.
110, Sewer lees 12/07/01to12/31/01 6.36 410. Sewer fees 12/07/011012/31/01 6.36
111. Refuse feu 12/07/011012/31/01 24.65 411. Refuse lees 12/07/011012/31/01 24.65
112. 412.
120. GROSS AMOUNT OUE FROM BORROWER 165,295.78 420. GROSS AMOUNT OUE TO SELLER; 156,983.55
200. AMOUNTS PAlO BY OR ON BEHALF OF BORROWER 500. REOUCTIONS IN AMOUNT OUE TO SELLER
201- Deposit orelrnesl rooney 15,500.00 501. ExceuOepo.!it(seoinstructionsl
lOt PrincipII eroounl of new loens 139,500.00 502. Settlement charga, to sell81 Oine 14001 12,591. 00
203. Existing !oanlsl taken subject to 503. Exlstingloanlsllakensubjaclto
204. Fundt brought 10 closing.Buyel 12,1.12.75 504. Plyoff:910001765 76,501.73
- RElM], I::nc.
205. Good Faith Credit 340.00 505. Payoff of Second Mortgage Loan
Wells Fargo Bane __, """
206. 506.
207. Credilasagreed 500.00 507, Creditesagread 500.00
208. 508.
209. 509.
Adjustments for items unpaid by saller Adjustments for items unnaid by seller
210. City/lown tam 510. City/town texes
211. Counlytaxes 511- County taxes
21t SchoaJTaxat 51t ScholllTaxes
213- 513.
214. 514.
m. 515.
216. 516.
217. 517.
218, 518.
219. 519.
220. TOTAL PAlO BY/FOR BORROWER 167,952.75 520. TOTAL REOUCTION AMOUNT OUE SELLER 89,592.73
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Grots amount due from bOlrower Uine 120) 165,295.78 601. Gross amounl due to seller Olne 4201 156,983.55
302. Lass amounts paid byltor borrawer Uina 2201 167 ,952. 75 602. leu leduclian emounl due seller (line 5201 89,592.73
303. CASH TO BORROWER 2,656.97 603. CASH TO SELLER 67,390.82
SUBSTlTUTE FORM 1099 SELLER STATEMENT: Th, information contained her.ln I. Important tax InformatIon and I. being fuml.hed to th. Internal Revenue
:~d~~e. l~fS Y3~"~~lri:~u~r;~1 ff h':: ~o~'~~~n ~.;~~~~:nc'\~'B~~7r.~~ ~~:~ 'pa,rcC;IoI..~b:: ~'::~fn':d48f :~~v~ ~~~.~fu're~' theeq~~~~.t~r~~::S:~1dthf'
trantaction.
~aElCL~;~~~S~~Uo~~~~~~.~fc:I~I~.~e~~~~~:~: ;~. a~~~J~:bt~e~~e~ld~~~. J~;/.oro'r~1~l52s:~df':r Elg~:S~: 'll (~~~Pf~~l~ldence, for any gaIn. with your Income
You..a required by law to provlda the Settlament Agent with your correct taxp.yer Id.ntlflcatlon numbar. If you do not provlda your correct taxpayer
~~d:~fi~:~:RI:;,~r';.rfU~. rr~~~lfv '~~;c:h:o n~~b:: :~o~a~~ath'~tl:~a::'::~;1. ~~':cirrect taxpayar IdentIfication number.
TIN:
SELlER(Sl SIGNATURE(S):
SELLERlS} NEW MAILING ADDRESS:
TitleExpress Settlement System Printed 121071200t at 15:26
REV. HUD.1 {J/861
U.S. DEPARTMENT Of HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
File Number: 119326
PAGE 2
L. SETTLEMENT CHARGES PAID FROM PAlO FROM
JOO.TDTAL SALES/BROKER'S COMMISSION based on nrlee $155,000.00 @ 6.000 = 9,300.00 BORROWER'S SEllER'S
DMMl\o.lco.lM'iuilm{liI\t7DD\&$lo.lklwt: FUNDS AT fUNDS AT
7Dl. I 4,650.00 to c-21 Al.lia:nce SETTlEMENT SETTlEMENT
70~ I 4,650.00 to weichert Realtars
703. Coll'fTliuionpaidRtSettlemenl 9,300.00
704. Reimburse for certs to Weichert Realtors 35.00
800.lTEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination fee 1.000 "Wells Fargo Hans M:::Art:g8ge, Inc. 1,395.00
'" ll)lnOlstounl ,
803. Appraisal fee to value .It 325.00
804. Credit Rt'part to""'" 15.00
805. lel\der'slnspeclianfBa
806. Mortgage Applicatian fee
807. Anu""tionfeR
808. Dacumltllt Prep
809. Tax Slll'Vice faa to wells Fargo Real Estate Tax Service Co. 100.00
810. flaodcBttificatian to' Wella Fe.rgo J'1ood Service 16.00
611.I'tl)tlls5ir091ee to' Welle Farg6 HanllI M::lrtgage, Inc. 350.0Q
900.lTEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. tnterRst from 12/07/2001to. 01/01/2002 @I 24.840G "" 2S Doys 621.00
902. Mortglge Insurance Premium for to
903. HlZlrd Insurance p'emlum far 1-~-to Nat:icnwid8 Insu:nnoe (P.o.c.l 1,634.00 Buyer
904.
905.
10DO.RESERVES DEPOSITED WITH LENDER FOR ,
lOOt Halardklsullnct 4 mo.@ * 150.00 /.. 600.00
tOOl. MortgJlJIlnSW'alItII mo.' $ 'm.
l1J03. City Property Tlus 12 mo.@ $ 112.57 /m' 1,350.84 ,
1004. County P,operty Taxu 12 mo. @ $ 42~OO ,.. 504.00 ,
,
1005. Schaal Teus 7 mo.. @ $ 274.12 .,. 1,918.84
1009. Agglegate Anelysis Adjustmenl to Wells Fazgo H:ma M:xrtg.!lge, ~. 1.998.33
nOO.TlTLE CHARGES
111)l.SIlttlementorclasingfea
11!l2.Abstrectortltleselrcb
111)3. Title examination
1104. Titlt insurance. hinder
1105. Oacument Preparation
1106. Nalaryfees 26.00
1107. Altorney'sfees
(Includes abave items No: ,
11OB. TitlRklsullnce to 1ttIm'ican Land Transfer A88Ccl.ates 993.38
finctudu abnveltems No.: IDc1udes lender prEmium of $921.38 I
1111Q. Lend'M'~ CIlYMagt $' 139,500.00 -
1110. Ownel's Coverlge. $ 155,000.00 . 993.38
lIlt Endl0IJ,End3DO,End900 to 1\1rElrlcan I&'ld Transfer :MsocUtes 150.00
1112, UPS Deed & Prnceeds 10 1Imerlcan Land Transfer ASsociates 31.00
1113. CSL to 1mBrlcan Land T.ransfer 1\SSC:IC:UteB 35.00
1200.GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording fees Ooed$ 50.00 ; Mortgege $ 100.00 ; ReJeue t 150. 00
12ll2, Tlenstl1lTu Deed $ 1,550.00 ; Mortgage $ 1,550.00
1203. State Transfer Tu Deed $ 1,550.00 : Mortglge $ 1 550.00
1204. UPS\layo.ll tll llln'erican Latld '1'ratl8fer IIa8CCiates 15.00
1205. UPS Mortgelle plplrs to Atr8rlcan land Transfer Asaociates 15.50
1300.ADOITIONAL SETTLEMENT CHARGES
1301. Survey
1302.. Pest Inspection
1303. SeUlemenfServices 10 Wtrlcbert R8aJ.tars 90.00
1304. Reirrburse for U & 0 . to John Caxpenter 50.00
''''. Stlue\Ul&\CIlI\ to GmCcl'1tract:c:lrs 55.00
1306. Concrelerepliu to D. L:l.berati 1,465.00
1307. 9rokersservices to C.21 Al.lianoe ~9S. 00
1400.TDTAL SETTlEMENT CHARGES (enllronfinesl03,SectianJlnd502,SectianKJ 8,31.2.23 :12.,591.00
\:r-
.1 have eaund Or will CllU,. fund. tcbe ditburtlld
ete 9 lie
~~~~t~~' i~'\n~~~~~ ~~n:~n~~~~:~~~eF~~"~~~11~t...~, t.t~leU,~e~. S~~t~~dc:.n i~~~f~~ '~br~~~ ~~~~1~nf01r8',-o~enett~s upon
TitleExpress Settlement System Printed 12/0712001 at 15:26
REV. HUO.l (3/86)
REV-1503EX+ (1-97)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
_ESTATE OF
Marian L. Willis
SCHEDULE B
STOCKS & BONDS
FI LE NUMBER
21-D1-0631
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
11.
DESCRIPTION
VALUE AT DATE
OF DEATH
300 Shares
ACNB Corporation
CUSIP: 000868108
5,154
2
25 Shares
Pennsylvania state Bank Stock
CUSIP: 709142103
244
3
100 Shares
PNC Financial Services Group,
Inc.
CUSIP: 693475105
6,781
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
12,179
9 PA15031 NTF10872
Copyright 1999 Greatland/Nelco LP - Forms Software Only
REV -1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marian L. Willis
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FI LE NUMBER
21-01-0631
Include proceeds of litigation & dale proceeds were received by the estate All prop. jointly-owned with right of survivorship must be disclosed on Sch. F.
ITEM
NO.
11.
OESCRIPTION
1999 Subaru 4 Door Sedan sold
on 10/13/01
VALUE AT
DATE OF DEATH
16,000
2
Miscellaneous tangible
personal property including
furniture, household goods,
etc.
530
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
16,S30
9 PA15081 NTF 10875
Copyrighl1999 Greatland/Nelco LP - Forms Software Only
BILL OF SALE
Seller: Linda L. Willis, Executrix
Estate of Marian L. Willis
432 West Main Street
Mechanicsburg, PA 17055
Purchaser: Jill S. Pearsall
88 Beard Drive
New Milford, CT 06776
Vehic1e Description: 1999 Subaru 4 door sedan
VIN: 4S38D685XX724 I 193
Odometer Reading: 23,763
Selling Price: $16,000
Date of Sale: October 13, 2001
/C J
' ,--/' ,. '} .
.tL....A~ . L(j ::"'_&_k..~~'1
ignature of Seller Ey: (C,Jrl Y
~ # !IJ,()P(/I. I(il& le/ISJa i
~nature of Purchaser' ..
REV-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marian L. Willis
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-D1-0631
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Linda L. Willis
ADDRESS
432 W Main Street,
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Mother
B.
C.
JOINTLY-OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF
JOINT account number or similar identifying number.
NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
11. A A. 04/10/2000 Mellon Bank Checking Account 1,772 50.000 886
2 A 04/10/2000 Mellon Bank Checking Account 1,208 50.000 604
TOTAL (Also enter on tine 6, Recapitulation) $ 1,490
9 PA 15091
NTF 10676
(If more space is needed, insert additional sheets of the same size)
Copyright 1999 GreallandlNelco LP ~ Forms Software Only
@
Mellon Bank
Thursday, November 29,2001
Account
Number Account Title
000-602-2701 Marian L Willis Or
Linda L Willis
------- ..-._,--~
Date Opened: 05/08/1998 Account Type: DD
Principal Bal Int from Last Account Bal YTD Int to
as of DOD Posting to DOD as of DOD DOD
$1,20787 $0.00 $1,20787 $19.01
Date Opened: 07/27/1998 Account Type: DD
Principal Bal Int from Last Account Bal YTD Int to
as of DOD Posting to DOD as of DOD DOD
$1,772.13 $0.00 $1,77213 $0.00
000-619-9285 Marian L Willis DPM Or
Linda L Willis
Page 2 of 2
REV-1511EX+ (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marian L. Willis
FILE NUMBER
21-D1-0631
Debts of decedent must be reported on Schedule I.
ITEM
NO.
A.
1.
1
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Malpezzi Funeral Home -
Funeral
8,048
2 Rolling Green Cemetary
1,035
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees
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,DOO
4.
Probate Fees
264
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Delaware County Treasurer -
2001 County Real Estate tax on
decedent's home
520
2
American Land Transfer
Associates - Overnight fees
re: settlement on home
46
3
AT&T
38
Total from continuation paqes
20,049
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
34,000
9 PA15111 NTF 10878
Copyright 1999 GfeallandlNelco LP - Forms Software Only
Schedule H part 2 (Page 2)
Estate of: Marian L. Willis
item
No. Description
Amount
4
Bradley Tree Service - Removal
of dead trees in preparation
of sale of decedent's home
5 Century 21jWeichert Realtors -
Real estate commission from
sale of home
6 eMS Contractors - Repair
railings at home in
preparation for sale
7 Comcast Cable
8 Cumberland Valley Motors -
Maintenance/repairs to
decedent's car in preparation
for sale
9 D. Liberti - Concrete repairs
for sale of home
10 George E. Heinly Jr. - 2001
Boro & School real estate
taxes for decedent's home less
credit received at settlement
11 Empowered Painters - Painting
of decedent's home in
preparation for sale
12 Enbridge Co. - Plumbing
repairs to decedent's home
13 First Union Checking Account
14 GMB Contractors - Structural
certificate needed for sale of
home
15 Greenawalt & Co., PC -
Preparation of decedent's
final income tax return
16
John & Terease Waite - Closing
cost credit re: purchase of
home
Total (Carry forward to main schedule)
400
9,300
300
82
80
1,465
2,857
740
706
12
55
250
500
16,747
Schedule H part 2 (Page 3)
Estate of: Marian L. Willis
Item
No.
Description
Amount
17
John Carpenter - U&O Permit
18
Lansdowne Police Department -
False alarm fee
19
Miller & Associates, PC -
Misc. administrative expenses
20 Old Guard Insurance -
Homeowners insurance on
decedent's home less credit
for overpayment
21 PECO - Electric bills for
house
22 Penn National Insurance -
Insurance on decedent's car
less refund of overpayment
23 Delaware County Recorder of
Deeds - Transfer tax on sale
of home
24 PSW - Water bill at decedent's
home
25 Verizon
26 Weichert Realtors - Fee for
settlement services
27 WT Galbraith - Fuel for
decedent's home
Total (Carry forward to main schedule)
50
10
234
39
232
231
1,550
64
163
125
604
3,302
REV-1512EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marian L. Willis
Include unreimbursed medical expenses
ITEM
NO. DESCRIPTION
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-0631
AMOUNT
1.
1 Citibank Credit Card -
Personal credit card
215
2 Discover Card - Personal
credit card
2,688
3 First Union Bank - Car Loan
9,303
4 MBNA Credit Card - Personal
credit card
829
5 Medical expenses
1,065
6 REMG, Inc. - Mortgage payments
made on decedent's home from
7/1 through 12/1 and final
payoff of mortgage at
settlement
80,057
9 PA15121
NTF 10874
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
94,157
Copyright 1999 GreallandlNelco LP - Forms Software Only
/6 -c:JLj/- /LJ
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF T~X
'02
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
::4COUNTY
ACN
05-06-2002
WILLIS
06-14-2001
21 01-0631
CUMBERLAND
101
l'iJiY 10
WILLIAM E MILLER JR
MILLER & ASSOCS
1822 MARKET ST
CAMP HILL
'*
REV-1547 EX AFP 101-D21
MARIAN
L
Allount Rellitted
C
PA 170(i;lln;:,
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 =iS47-EX-iFP-foY=02Y-NOYicE--OF-YtiHEifiTANCE-YAX-APPRAisEir€NT-,--iLi-owANcE-oi-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIS MARIAN L FILE NO. 21 01-0631 ACN 101 DATE 05-06-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount 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.
.00 X 00 = .00
.00 X 045 = .00
57,042.00 X 12 = 6,845.00
.00 X 15 = .00
(19)= 6,845.00
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)
155.000.00
12.179.00
.00
.00
16.530.00
1.490.00
.00
(8)
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/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
34,000.00
94.157.00
(1lJ
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
185,199.00
128.156 00
57,042.00
.00
57,042.00
.
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-11-2002 CDOO0952 .00 6,845.00
TOTAL TAX CREDIT 6,845.00
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 $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
IN THE MATTER OF THE ESTATE
OF MARIAN L. WilLIS, DECEASED
IN THE ORPHANS' COURT DIVISION OF
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 2001-00631
ESTATE SETTLEMENT AGREEMENT
THIS AGREEMENT, made as of thisalrd day of October 2002,
WITNESSETH:
THE CIRCUMSTANCES leading to the execution of this Agreement are as follows:
1. Marian L. Willis (the"Decedent"), died testate on 14 June 2001 at 28 years of
age, and Linda L. Willis duly qualified with the Register of Wills of Cumberland County,
Pennsylvania, as Executrix (the "Executrix") of the Decedent's probate estate (the "Es-
tate").
2. Decedent's Last Will and Testament (the "Will"), which was admitted to
probate, was executed by Decedent on 6 June 2001.
3. Article FIRST of the Decedent's Will provides for the distribution of the
Decedent's tangible personal property, as follows:
FIRST: I give my tangible personal property and all of
the casualty insurance that I am carrying on said tangible
personal property to my brother, CEPHAS S. S. WILLIS, or, if
he fails to survive me, in equal shares to my parents, LINDA L.
WILLIS, of Mechanicsburg, Pennsylvania, and HAROLD C.
WILLIS, of Dillsburg, Pennsylvania, or the survivor of them, to
be divided equitably among or between them as they may
determine. I have complete confidence that my brother, my
parents or my Executor will honor any written instructions that I
may leave with regard to said tangible personal property. Any
such property not so distributed shall be sold, and the proceeds
added to my residuary estate to pass as hereafter described.
4. Article SECOND of the Decedent's Will provided for distribution of the
remainder of her estate as follows:
SECOND: I give, devise and bequeath the rest, residue
and remainder of my estate, real and personal, to my brother,
CEPHAS S. S. WILLIS, or, if he fails to survive me, to my par-
ents, LINDA L. WILLIS, of Mechanicsburg, Pennsylvania, and
HAROLD C. WILLIS, of Dillsburg, Pennsylvania, or the survivor
of them. In the event that neither of my parents survives me,
then I give my residuary estate one (%) to my mother's heirs-at-
law and one-half (%) to my father's heirs-at-law.
5. Cephas S. S. Willis (the "Beneficiary") survived the Decedent.
6. The Beneficiary desires to forever settle and compromise any and all
claims and rights which he may possess, now or hereafter, in the Estate and to confirm his
acceptance of the Informal Account (the "Account"), attached hereto as Exhibit "A" and
incorporated herein by this reference, and the Schedule of Proposed Distribution (the
"Schedule"), attached hereto as Exhibit "B" and incorporated herein by this reference. The
Beneficiary desires that the distributions to the Beneficiary, as set forth in Exhibit "B", be in
full satisfaction of his rights in the Estate.
7. The Beneficiary wishes to release the Executrix and to indemnify her
against any and all claims that may be asserted against the Estate or the Executrix after
the date hereof. The Beneficiary also desires to release the Executrix with respect to the
waiver of a right to a formal adjudication of a First and Final Account of the Estate.
-2-
8. The Executrix is willing to settle the Estate informally in consideration of
the indemnifications hereinafter provided by the Beneficiary.
NOW THEREFORE, in consideration of the foregoing and intending to be legally
bound, the Beneficiary, for himself, his heirs, personal representatives, successors and
assigns:
1. Represents and warrants that he has read and understood this Agreement
and confirm that the facts set forth above are true and correct to the best of
his knowledge, information and belief.
2. Declare that he has sufficient information to make an informed waiver of his
right to a formal accounting with the Court, and he does hereby waive the
filing and auditing of the same.
3. Acknowledges that the distributive share or amount set forth on the Schedule
shall be in full satisfaction of the Beneficiary's entitlements under the Will.
4. Releases, remises, quitclaims and forever discharges the Executrix, her
heirs, personal representatives, successors and assigns, from and against all
claims that he may, as a legatee of the Estate, and in connection with the
Estate, have, had, now has or may in the future have in connection with the
Estate.
5. Agrees to refund, on demand, all or any part of any aforesaid distribution,
which has been determined by the Executrix, or by the Court of Common
Pleas of Cumberland County (the "Court"), or by any court of competent
jurisdiction, to have been improperly made.
6. Agrees to indemnify and hold harmless the Executrix, her heirs, personal
representatives, successors and assigns, from and against any and all
claims, loss, liability or damage (whether or not related to the negligence of
the Executrix) that may hereafter be asserted against the Estate or against
the Executrix.
7. Agrees to execute such other or additional documents as may be necessary
to effectuate the agreements set forth herein.
-3-
8. Acknowledges that this Agreement shall be governed by and construed in
accordance with the laws of the Commonwealth of Pennsylvania.
9. Consents to the Court exercising personal jurisdiction over the Beneficiary in
any suit or action arising out of the enforcement of this Agreement.
IN WITNESS WHEREOF, the Executrix and the Beneficiary have placed their hands
and seals on the attached Consents to Estate Settlement Agreement.
-4-
CONSENT TO ESTATE SETTLEMENT AGREEMENT
AND RECEIPT OF DISTRIBUTION
I, CEPHAS S. S. WilLIS, hereby acknowledge receipt of the assets of the Estate of
Marian L. Willis, and I hereby consent to and join in the Estate Settlement Agreement,
including Exhibits, which has been provided to me.
WITNESS:
--
,
~. ~ t
/' /' ~.., ./,. '_') ~7.. .'
/;~~//'.~// <'>/ t/ / "
..,..-.~ ..... --- , '" L 1../'_
CEPHAS S. S. WilLIS
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
~""")
On this, the E day of October 2002, before me, the undersigned officer,
personally appeared CEPHAS S. S. WilLIS, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that he
executed the same in the capacities and for the purposes therein contained.
IN WITNESS WHEREOF, I hereunder set my hand and official seal.
~~ ~~~
Notary 4bliC
NOT ARIAL SEAL .
ROY EARLE COOK. Notary Public
Mechanicsburg Bora:. CumberlaRd C~
." Ml""Q~I}1!"isslOn Ex Ires Au . 22. 200
-5-
CONSENT TO ESTATE SETTLEMENT AGREEMENT
I, LINDA L. WILLIS, Executrix of the Estate of Marian L. Willis, hereby consent to
and join in the Estate Settlement Agreement, including Exhibits, which has been provided
to me on behalf of the Estate of Marian L. Willis.
(;r~~ ti~~j Ct~UJt,f'y"
.f
LINDA L. WILLIS, Executrix
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the ~3 ~~ day of October 2002, before me, the undersigned officer,
personally appeared LINDA L. WILLIS, Executrix of the Estate of Marian L. Willis, known
to me (or satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that she executed the same in the capacities and for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunder set my hand and official seal.
~:~~
-6-
EXHIBIT A
INFORMAL ACCOUNT OF THE EXECUTRIX
Date of Death:
June 14, 2001
Accounting for Period:
June 14, 2001 through
September 30, 2002
Marian L. Willis
Receipts of Principal
Inventory Value
Cash and Cash Equivalents 06/14/2001
Mellon Bank Checking Account
- Held jointly w/ mother $ 1,772.13
Mellon Bank Checking Account
- Held jointly w/ mother 1,207.87
Total Cash and Cash Equivalents $ 2,980.00
No. of
Shares Stocks
300 ACNB Corporation $ 5,154.00
25 Pennsylvania State Bank Stock 243.75
100 PNC Financial Services Group,
Inc. 6,781.00
Total Stocks 12,178.75
Tangible Personal Property
1999 Subaru 4 Door Sedan sold
on 10/13/01 $ 16,000.00
Miscellaneous tangible
personal property including
furniture, household goods,
etc. 530.00
Total Tangible Personal Property 16,530.00
Real Property
282 N Lansdowne Avenue,
Lansdowne, PA - Real property
owned by decedent and sold on
12/7/01. (See HUD-l
Settlement Statement
attached. ) $ 155,000.00
Total Real Property 155,000.00
Total Receipts of Principal $ 186,688.75
Page 1
(2)
Date Paid
06/26/2001
07/17/2001
07/30/2001
07/30/2001
07/30/2001
07/30/2001
07/30/2001
08/01/2001
08/14/2001
08/14/2001
08/24/2001
09/04/2001
09/04/2001
09/20/2001
09/27/2001
Page 1
Marian L. Willis
Disbursements of Principal
Debts of Decedent
First Union Bank - Car Loan
$
344.35
First Union Bank - Car Loan
353.86
Citibank Credit Card -
Personal credit card
214.82
MBNA Credit Card - Personal
credit card
Credit card payoff less
credit received from
overpayment of interest
828.92
Medical expenses
Haverford MRI - less $72
refund received in December
49.51
Medical expenses
Hershey Medical Center
100.00
Medical expenses
MSHMC Physicians
15.00
First Union Bank - Car Loan
346.93
Medical expenses
Drexel Anesthesia
32.00
Medical expenses
Const. in Med. Onc & Hemo
734.93
First Union Bank - Car Loan
8,257.75
Discover Card - Personal
credit card
Payment of credit card
balance owed at date of death
200.00
Medical expenses
MSHMC Physicians Group
10.00
Medical expenses
MS Hershey Medical Center
72.00
REMG, Inc. - Mortgage
payments made on decedent's
home from 7/1 through 12/1
and final payoff of mortgage
at settlement
732.90
(3)
Amount Paid
Date Paid
09/30/2001
10/10/2001
10/28/2001
10/31/2001
11/07/2001
11/29/2001
12/07/2001
07/01/2001
07/30/2001
Disbursements of Principal (Continued)
Debts of Decedent
Discover Card - Personal
credit card
$
REMG, Inc. - Mortgage
payments made on decedent's
home from 7/1 through 12/1
and final payoff of mortgage
at settlement
REMG, Inc. - Mortgage
payments made on decedent's
home from 7/1 through 12/1
and final payoff of mortgage
at settlement
Discover Card - Personal
credit card
REMG, Inc. - Mortgage
payments made on decedent's
home from 7/1 through 12/1
and final payoff of mortgage
at settlement
Medical expenses
Kramer Medical
REMG, Inc. - Mortgage
payments made on decedent's
home from 7/1 through 12/1
and final payoff of mortgage
at settlement
Total Debts of Decedent
Funeral Expenses
Rolling Green Cemetery
Fee for interment, opening
crypt, crypt plate, etc.
$
Malpezzi Funeral Horne -
Funeral
Total Funeral Expenses
Federal and State Taxes
2,000.00
732.90
1,433.68
487.53
656.10
51.59
75,845.63
$
1,035.00
8,048.00
$
Amount Paid
93,500.40
9,083.00
Date Paid
03/13/2002
06/26/2001
06/26/2001
06/26/2001
06/26/2001
07/16/2001
07/21/2001
07/30/2001
07/30/2001
07/30/2001
07/30/2001
08/08/2001
08/14/2001
Disbursements of Principal (Continued)
Federal and State Taxes
Cumberland County Register of
Wills, Agent
$
$
6,845.00
Total Federal and State Taxes
Administration Expenses
Comcast Cable
$
PECO - Electric bills for
house
Verizon
WT Golbraith - Fuel for
decedent's home
Fuel oil for decedent's home
Penn National Insurance -
Insurance on decedent's car
less refund of overpayment
Insurance on decedent's car
First Union Checking Account
Service fee charged to
decedent's checking account
Comcast Cable
Lansdowne Police Department -
False alarm fee
False alarm call
PECO - Electric bills for
house
Verizon
Cumberland Valley Motors -
Maintenance/repairs to
decedent's car in preparation
for sale
Maintenance on car in
preparation of sale
AT&T
Phone bill from decedent's
home
6,845.00
39.92
35.26
35.29
184.93
142.00
12.00
42.10
10.00
61.29
38.62
79.95
9.41
Amount Paid
Date Paid
08/17/2001
08/23/2001
08/25/2001
08/25/2001
09/01/2001
09/04/2001
09/20/2001
09/20/2001
09/20/2001
09/27/2001
10/01/2001
10/23/2001
Disbursements of Principal (Continued)
Administration Expenses
Bradley Tree Service -
Removal of dead trees in
preparation of sale of
decedent's home
Removal of dead trees at
decedent's real property in
preparation of sale
$
Verizon
PECD - Electric bills for
house
Penn National Insurance -
Insurance on decedent's car
less refund of overpayment
Final car insurance payment
less refund for early
cancellation
Enbridge Co. - Plumbing
repairs to decedent's home
Plumbing repairs to
decedent's home
PSW - Water bill at
decedent's home
Water bill at decedent's home
Delaware County Treasurer -
2001 County Real Estate tax
on decedent's home
George E. Heinly Jr. - 2001
Boro & School real estate
taxes for decedent's home
less credit received at
settlement
Verizon
PECD - Electric bills for
house
WT Golbraith - Fuel for
decedent's home
PECD - Electric bills for
house
400.00
24.22
34.36
89.00
705.55
31.18
519.91
2,857.42
27.84
35.90
418.86
19.80
Amount Paid
Date Paid
11/07/2001
11/19/2001
11/20/2001
11/23/2001
11/23/2001
11/23/2001
12/01/2001
12/07/2001
12/07/2001
12/07/2001
12/07/2001
12/07/2001
12/07/2001
Disbursements of Principal (Continued)
Administration Expenses
Empowered Painters - Painting
of decedent's home in
preparation for sale
Paint exterior of decedent's
home in preparation of sale
$
AT&T
PSW - Water bill at
decedent's home
Old Guard Insurance -
Homeowners insurance on
decedent's home less credit
for overpayment
Home insurance premiums (less
refund received on 12/20 for
cancellation of policy)
PECO - Electric bills for
house
Verizon
CMB Contractors - Repair
railings at home in
preparation for sale
Repair railings at decedent's
home in preparation for sale
American Land Transfer
Associates - Overnight fees
re: settlement on home
Century 21/Weichert Realtors
- Real estate commission from
sale of home
D. Liberti - Concrete repairs
for sale of home
GMB Contractors - Structural
certificate needed for sale
of home
John & Terease Waite -
Closing cost credit re:
purchase of home
John Carpenter - U&O Permit
740.00
28.40
24.97
39.00
22.10
36.68
300.00
46.00
9,300.00
1,465.00
55.00
500.00
50.00
Amount Paid
Date Paid
12/07/2001
12/07/2001
12/20/2001
12/26/2001
01/07/2002
02/28/2002
03/13/2002
03/13/2002
03/13/2002
03/13/2002
03/13/2002
03/13/2002
Disbursements of Principal (Continued)
Administration Expenses
Delaware County Recorder of
Deeds - Transfer tax on sale
of home
$
Weichert Realtors - Fee for
settlement services
PECO - Electric bills for
house
PSW - Water bill at
decedent's home
WT Golbraith - Fuel for
decedent's home
Miller & Associates, PC -
Misc. administrative expenses
Certified/insured expense to
mail stock certificates
Miller & Associates, PC -
Misc. administrative expenses
Estate advertisement in The
Sentinel
Miller & Associates, PC -
Misc. administrative expenses
Estate advertisement in the
Cumberland Law Journal
Miller & Associates, PC -
Misc. administrative expenses
Probate fees paid to
Cumberland Co. Register of
Wills
Miller & Associates, PC -
Misc. administrative expenses
Short certificates
Miller & Associates, PC -
Misc. administrative expenses
Stock transfer fee
Miller & Associates, PC -
Misc. administrative expenses
Attorney fees to administer
estate
1,550.00
125.00
23.28
8.11
98.96
19.60
80.87
75.00
264.00
9.00
20.00
4,000.00
Amount Paid
Date Paid
03/13/2002
Disbursements of Principal (Continued)
Administration Expenses
Miller & Associates, PC -
Misc. administrative expenses
Inventory Filing Fee
$
$
134,177.18
Total Administration Expenses
Total Disbursements of Principal
13.00
$
Amount Paid
24,748.78
Marian L. Willis
Distributions of Principal to Beneficiaries
Cephas S. S. Willis
02125/2002 300 Shares
ACNB Corporation
$
02125/2002 100 Shares
PNC Financial Services Group,
Inc.
02125/2002 25 Shares
Pennsylvania State Bank Stock
04/29/2002 Cash
Distribution Value
5,154.00
6,781.00
243.75
40,000.00
Total Distributions of Principal
Page 1
(10)
$
$
52,178.75
52,178.75
Marian L. Willis
Receipts of Income
Income Collected
282 N Lansdowne Avenue,
Lansdowne, P A - Real property
owned by decedent and sold on
12n101. (See HUD-1 Settlement
Statement attached.)
01/08/2002 Deposit forfeited by
purchasers
$
1,000.00
ACNB Corporation
12/31/2001 Dividend on 300 Shares
$
33.60
Pennsylvania State Bank Stock
04/09/2002 Dividend on 0 Shares
07/03/2002 Dividend on 0 Shares
$
12.00
5.00
PNC Financial Services Group, Inc.
01/25/2002 Dividend on 100 Shares
$
12.00
Total Income Received
Page 1
(12)
$
1,000.00
33.60
17.00
12.00
$
1,062.60
Date Paid
04/06/2002
08/26/2002
Page 1
Marian L. Willis
Disbursements of Income
Administration Expenses
Greenawalt & Co., PC -
Preparation of decedent's
final income tax return
$
200.00
Greenawalt & Co., PC -
Preparation of decedent's
final income tax return
250.00
Total Administration Expenses
$
450.00
Total Disbursements of Income
$
(13)
Amount Paid
450.00
Marian L. Willis
Summary of Account
Principal
Receipts
Net Loss on Sales or Other Dispositions
Balance Before Distributions
Less Distributions to Beneficiaries
$
$
$ 93,500.40
9,083.00
20,484.78
6,845.00
4,264.00
$
186,688.75
(155,530.00)
31,158.75
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administrative Expenses
Federal & State Taxes
Fees & Commissions
Principal Balance On Hand
$
134,177.18
(103,018.43)
52,178.75
332.82
Unrealized Gains and Losses
Income
Receipts $ 1,062.60
Net Loss on Sales or Other Dispositions 0.00
$ 1,062.60
Less Disbursements:
Administrative Expenses $ 450.00
450.00
Balance Before Distributions $ 612.60
Less Distributions to Beneficiaries 0.00
Income Balance on Hand S 612.60
Unrealized Gains and Losses
Combined Balance on Hand
$
(154,584.58)
Page 1
(1)
EXHIBIT B
SCHEDULE OF PROPOSED DISTRIBUTIONS
REMAINING ASSETS OF THE ESTA TE:
Balance in Estate Checking Account
$ 945.42
TOTAL ASSETS REMAINING
$ 945.42
PROPOSED DISTRIBUTIONS:
Final Distribution to Beneficiary:
Cephas S. S. Willis
Total Final Distributions
$ 945.42
$ 945.42
TOTAL PROPOSED DISTRIBUTIONS
$ 945.42
--------
"
0~
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
M~rian L. Willis
Date of Death:
14 Jillle 2001
will No.
2001-00631
Admin. No.
2101-0631
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report
the following with respect to completion of the administration of the above-
captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to NO.1 is Yes, state the following:
a.
court? Yes
Did the. personal representative file a final account with the
No X
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to
the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal
or informal accounts may be filed with the Clerk of the Orphans' Court and may
be attached to this report.
Date:
~~~
Signature
William E.
Name (Please type or print)
1822 ~~rket Street, Camp Hill, PA 17011
Address
717/737-9210
.
Tel. No.
X
Personal Representative
Counsel for personal
representative
Capacity: