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HomeMy WebLinkAbout01-0860 E if DOROTHY P. WARD state 0 also known as PETITION FOR PROBATE and GRANT OF LETTERS No. Q\- 0\ - RloD To: Register of Wills for the Deceased. County of Cumber 1 and in the Social Security No. 1 84- 3 8 - 1 886 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 in the last will of the abQ\{e decedent, dated and codicil(s) dated \' \. ~. " named , 19_ (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 801 North Hanover street r~rli~lp, PA 1701~ (list street, number and muncipality) Decendent, then 81 years of age, died September 1, 2001 ~ Carlig]~ Hn~pi~~l Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: , 19 $ 3S,QOO 00 $ $ $ WHEREFORE, petitioner(s) respectfully request~E~A%~~~eA~~ the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) on l~ ~"'r~~~'\lH l\.\.~;(~~)""t.~C- ~;IffiJd)~ ~ ~ Cn~fJ~INE M. i-E- 4/K/ -==-=~=C1A 1~ 8 SOMERSET DRIVE ' 3~ COA~~~V~LL~ ~A 19320-4211 <I)...... 50 CiS s::: 01) (;i) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I ss COUNTY OF CUMBERLAND J \l- '8- \0 The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed C~'il~ (~~ ~ before me thi 18TH d~ r "-~h ,I" Mtv ~~ ( ) ~r ~ - l::: ~ ~ ~o. 21 - 01 - 860 Estate of DOROTHY P. WARD , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW SEPTEMBER 19, ~~2001 ,in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated OCTOBER 9, .200 (l) described therein be admitted to probate and filed of record as the last will of DOROTHY P. WARD and Letters TRf;TAMRNTARV are hereby granted to CHRISTINE M. WEER ~ "';, ~\-~ ".. ~ AI, ~ C"-Nl\) \NQ~( A I \( I ~ Lfi/"1~. ~~~~ IM~ l1mli&fl Register of wmr ~ MARY C LEWIS ~ FEES $ 70.00 $ 30.00 $ $ 1 5 . 00 5.00 TOTAL - $ 120.00 Filed . .~~P.~... )~.'. .?99.1................. Probate, Letters, Etc. ......... Short Certificates(1 Q . . . . . . . . . . Renunciation ................ X-pages JCP STEVEN HOWELL ATTORNEY (Sup. Ct. J.D. No.) 62&63 .~ 61?, RRTnGR f;TR~RT NEW CUMBE~~~~ PA 17070 (717) 770-1277 voice (717) 770-P~~S Fax Mailed letters to attorney on 9-19-01 1105.805 REV 9/86 This is to certifY that the information here given is correctly copied from an original certificate of death duJy filed with me as Local ~~gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent 6ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7556038 No. ~~~ K~/J~ Local Registrar - t d~~ -t ).00 ( Date H105 ;43 R"" 2/87 COMMONWEALTH OF PENNSVLVANIA e OEPARTMENT OF HEALTH e VITAL RECOROS CERTIFICATE OF DEATH TYPE/PRINT IN PERIoIAhENT BLACK INK sex aF&/rJlJle ~ OF OEAfH fCt-ec:k orlty 0f'Ie ~- ... ,nSIIUCI.oos on tJINI .... HOSPlTAI.: kIpat- ~ . :::;""10 8IRTHPLACE (C-Iy """ SIaIe 01 feteogn C"",",yI o :Jl :) <II 4: :; 4: ) M. H. a7. PART I: ElUI .... diMa.lea. ~ieS or c:ompIic:aliona wtW:ft caused the death., 00 ~ ."'... \he, mode 01 dying, aucn 15 Ci.'~;JC OII.$pIIllory a.,e5l, shoCk or heAl1 ,allu.. l,. only..... c;..,M on oec/Iline A I)A L. \" ,e f~' r I ,e A rlJ ,( '( DUE 10 (OR AS A CONSEQUENCE Of): f'~ f u (\.t() rv I A DUE 10 (OR AS A CONSEOUENCE Of): ~ (I n.:.1C J~ 3'fN O~OM rE I: DUE to(OAASACONSEOUENCE Of)' tJ () Ci <r MANNER Of DEATH DATE OF INJURY (Monlll, D.y, .....1 WERE AUtOPSY FIHOlNGS -.LAlILE PRIOA to COlotP\.ETlOH Of CAUSE OF DEATH? STATI ,.., "UM8ER SOCIAL SECURITY NUMBER ~.18 V - J g d-f)O I IoIARITAl. SlATUS._ --.~. ~(SpecIyl 14. WIl>>wrD RACE. --... Indian. --. WhIle,""" ($pK<Iy1 Wft, r' SlJRIIMNG SPOuSE I....., _..-_ hip C AIL L-tJ Ie c.-,- ON. :=- :--- ! 2. u.itdt.r "ART.: 0IIIer",- condilion..oncrilluling 10 _,.... 1ICIl.-;ng inlhe ~_ai-infllUlT I fAl(.\.LIIJ~",.u'~ j), j Ii ;\&1: l\1)..u....~\ TIME OF IN.lUAy INJURY AT WORK? DESCRl8E HDNIN.lUAY OCCURRED, a- D o Coutcj noli be de,.rmlned D D D PLACE OF INJURY. "'home, la,"', ..'_, IlCloty. office M, buoldinQ. "'" ,Spec.M 3Qe, Na.....' Hamoc.... Ace"'AI Pendong ...-.gallon _0 NoD Suic.... /: a. -. 2.... QRTIFIf.II IC,*", oniy onel "'CE.RTIf'YING PM...SlClAM (Pt\y$IC.\iW\ Cef\1ty\rlg cauM ~ deoath 'Nhef) ..lnotl\ef phVSl(;.<ln hdS p1Of'1OlJOCed tJealh an'" complf;tl~d !tern 2Jt To'" beet oI"'f knOwledge, ..th occurred due ID'" cauaefs) and m.nner.. alated. , ~ ~ :.l o () w ~ Z . ..RONOUNCtN<i AND CERTifYING PHYSICIAN 'Ph'fS'CW'l txJIt1 j,)fOf)()UOC,og lJedltl .and t.:eHlfvtng 10 cause 01 dedIt'll To &he Met ot my kAOW~. de.'" occuued at.......... dllle. and plK.. and due 10 the cau..C.) and man"., ... ...Ied "MEDICAL EXAMINER/CORONER On the b8ata of ...minatton and/or investigAtion. in my opinion, death occUrfed a. the time. date, and place, and due to the cause(sland mann.. .. ,,'.'ed.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - . . . . - . - . . . . . . . . . . . . . . . . . . . 31.. 1...2J ( I .21 ( I ;2j /) -pi C<V~~~7 .... 0 No D 'II. lICENSE NU DATE ~D'_ Day, -. o J1cMO-0'14~~<41. '- ~Id. (11.,.(", NAME AND ADDRESS OF peRSON wHO COMPLETED CAUSE Of DEATH l"em 27\ Type '" Pnnl W.t.. L./ f\yV\ S. K f+U f' ('WI Itl U . viI) t l\ 2 t JPfl..' /Vb ll'c.-tl:? c I~L( jLf.: I A !lilt,) o ~2. DATE FILED (Monlh Day, Yea" )4,$e ~? i'/7 h;.:> ~ .S; :L('J 0 ( LAST WILL AND TESTAMENT OF DOROTHY P. WARD I, DOROTHY P . WARD, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby revoke all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts not barred by a statute of limitation and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I direct my executor to arrange for my burial in a cemetery lot owned by me located at the St. John's Cemetery, Mechanicsburg, Pennsylvania. I authorize my personal representative to purchase a contract for perpetual care, using funds from my estate, in such amount as he shall consider necessary and desirable, and I authorize my personal representatives to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I direct my personal representative to use the grave marker purchased by me at the St. John's Cemetery, Mechanicsburg, Pennsylvania. SECOND In the event my husband does not survive me by thirty (30) days, I give and bequeath the following items of personal property: (a) The sum of One Thousand Dollars ($1,000.00) to RODNEY KENT WARD; (b) The sum of One Thousand Dollars ($1,000.00) to PAUL ALBERT WARD; and Cf) ~-o., p, W ~ , " . . (c) The Sum of One Thousand Dollar ($1,000.00) to RAYMOND LESLIE WARD. THIRD I give and bequeath all remaining real estate and personal property owned by me at the time of my death, together with all insurance policies naming my Estate as beneficiary unto my husband, PAUL A. WARD, ifhe swvives me by thirty (30) days. In the event that my husband, PAUL A. WARD, does not swvive me by thirty (30) days, I give and bequeath all real estate, personal property, and all insurance policies naming my Estate as beneficiary unto my surviving grandchildren, ERIC ANTHONY WARD, STEVEN CHRISTOPHER WARD, CHRISTINE MARIE (WARD) WEER, JASON LEE WARD, BRYAN KENT WARD, BETH ANN WARD, LISA KAREN WARD, and PAUL ALBERT WARD ill (TREY) in as nearly equal shares as is practicable. In the event that one of my grandchildren should predecease me, his/her share shall be divided among the surviving grandchildren. FOURTH I give, devise and bequeath all the rest, residue and remainder of my estate to my husband, PAUL A. WARD, ifhe survives me by thirty (30) days. In the event that my husband does not smvive me by thirty (30) days, I give and bequeath all real estate, personal property, and all insurance policies naming my Estate as beneficiary unto to my grandchildren, ERIC ANTHONY WARD, STEVEN CHRISTOPHER WARD, CHRISTINE MARIE (WARD) WEER, JASON LEE WARD, BRYAN KENT WARD, BETH ANN WARD, LISA KAREN WARD, and PAUL ALBERT WARD ill (TREY) in as nearly equal shares as is practicable. In the event that one of these individuals should predecease me, his/her share shall be divided among the surviving grandchildren. 2 'P~~ {>.. W ~tA.. FlFfH I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my Estate passing under my Will or otherwise, shall be paid out of the principal of my residuary Estate. SIXTH In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion: (a) To retain in the form received, and to sell either at public or private sale any real or personal property. (b) To manage real estate. ( c) To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principle of diversification. (d) To exercise any option or rights arising from ownership of investments. (e) To compromise claims without court approval, and without the consent of any beneficiary. SEVENTH Any and all paYment or paYments of any sum or sums, whether in cash or in kind and whether from principal or income, payable to the said grandchildren or children, or any of them, shall be made upon the sole receipt of the respective individual to whom the paYment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge, or obligation of any beneficiary, and shall not be subject to any execution or attachment. 3 f) ~..~ p, W C\,..\..J. EIGHTH I nominate, constitute and appoint my husband, PAUL A. WARD, as Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting any security or bond in connection with his duties as such in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In the event PAUL A. WARD is unable or unwilling to serve as my executor, I appoint CHRISTINE MARIE (WARD) WEER as my alternate executrix. I hereby relieve my alternate executrix from the necessity of posting security in connection with her duties. In the event CHRISTINE MARIE (WARD) WEER is unable or unwilling to serve as my executrix, I appoint STEVEN CHRISTOPHER WARD as my second alternate executor. I hereby relieve my second alternate executor from the necessity of posting security in the connection with his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of six (6) type written pages, the .first three (3) of which bear my signature in the margin for the purpose of identification, this q"T "'day of O<:..\-o ~ L , 2000. j)~ Po W...-t (SEAL) 4 COMMONWEALTH OF PENNSYLVANIA COUNTYOF C\.t.M~~\fMJ ss. I, DOROTHY P. WARD, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly, and that I signed it as my free and voluntary act for the purpose therein expressed. !D...-~ ~. W<2A4 DORO P. WARD Sworn or affirmed to and acknowledged before me, by DOROTHY P. WARD, the Testatrix, this q,'\\t- day of Dr \-o~ if , 2000. ~~ Notary Public My commission expires: Notarial Seal Berit T. Howell, Notary Public New Cumb~r'and Borc, Cumberland County My Commission Expires May 10, 2001 Member Pennsylvania AssocIation of Notaries Signed, sealed and published and declared by the above-named Testatrix as and for this Last Will and Testament, in the sight and presence, who at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. Wf1~~ TNESS ' 5 COMMONWEALTH OF PENNSYLVANIA COUNTY OF c.." -. ~.v \ M& SS. We, the undersigned, being the witnesses whose names are signed to the attached and foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and that she executed it as her free and voluntary act for the pmposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Address: (;; I 'l ~ I \ it Ct.f S \-I e e -r ~c..v Cc..Vr\.~l~ ~~ \7070 ~J?Jr~ wITNESS Address: ~t~ ~I'la"of Sl.IH+ \.Jou.,; L d. tIIM ~~ /'1 MJ Pit- 170 70 ~ Sworn or affirmed to and subscribed before me by the above named witnesses, this q day of (') c....b>\. ~ , 2000. ()beA1Jv1Jv~ NOTARY PUBLIC My commission expires: Notarial Seal Berit T. Howell, Notary Public New Cumbe.rl~d Boro, Cumberland County My CommissIon Expires May 10, 2001 Member Pennsylvania l\ssoclatlon of Notarie-o 6 t=: , ~ CERTIFICATION Of NOTICE UNDER RULE 5.6(a) Nume of Decedent: DOROTHY P. WARD Date of Death: SEPTEMBER 1, 2001 will No. 2001-00860 Admin. No. 21-01-0860 To the RegisLer: r certity'Lhat notice of beneficial interest required by Rule 5.6(d) of the Orphans' Court Rules was served on or mailed ':~ tile Collowing beneficiaries of the above-captioned estate on September 21, 2001 : Name Address SEE ATTACHED LIST Nntice has now been given to all persons entitled thereto under Rule 5.6(a) except 519 - /'-Nam8 STEVEN HOWELL, ESOUIRE . Address 619 BRIDGE STREET NEW CUMBERLAND, PA 17070 Date: 9/21/01 Telephone(71~ 770-1277 Capacity: Personal Representatlve xx Counael for personal representative r1'W-)5 -" . RODNEY K WARD 5 GREYSON LANE PINEHURST, NC 28374 PAULA. WARD, JR 564 WEST DAVIS BOULEVARD TAMPA, FL 33606-4038 RAYMOND L. WARD 17 BUCKWHEAT DRIVE DENVER, PA 17517-9189 ERIC WARD 110 BARRETT DRIVE SUFFOLK, VA 23434-4511 STEVEN C. WARD 331 HAWTHORNEDRNE DENVER, PA 17517-1720 CHRISTINE M. WEER 8 SOMERSET DRIVE COATESVILLE, PA 19320-4211 JASON L. WARD APPARMENT #4 30 PROSPECT AVENUE WEST GROVE, PA 19390-1119 BRYANK WARD 224 SOUTH DELOS AVENUE HAYSVILLE, KS 67060-1719 BETH A. WARD UNIT 256 2373 OAK HARBOUR DRIVE SACRAMENTO, CA 95833-3231 LISA K LANDSMAN 15924 WYNDOVER ROAD TAMPA, FL 33624-1013 PAULA. WARD, ill 603-B S. MATANZAS AVENUE TAMPA, FL 33609-4611 tI' /, ~ ESTATE OF DOROTHYP. WARD No. 21-01-0860 (SSN 184-38-1886; DOD 9/1/01) CHRISTINE M. WEER being duly sworn according to law, dew:;es and ~ays thatJ~e items appearing in the following Inventory includes all of the decedent's real estat~if any) in the Commonwealth of Pennsylvania and all of the decedent's personal assets 'whereveuituate; that the valuation placed opposite each item in said Inventory represents its fair marke~alue as of the date of the decedent's death; and, that decedent owned no real property outside th~ Commonwealth of Pennsylvania, BY: (!~f10J0.(LJ~~ CHRISTINE M. WEER, EXECUTRIX 1H Sworn and subscribed before me this ~ day of ~ *'1 ' 2002 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEAL TH OF PENNSYLVANIA COUNTY OF C.....~ 1./1 JAJ ss BY: ~/lJwut Notary Public My commissio~i --'":j '.,<.J ~-;- Notarial Seal aerit T Howell, Notary PubUc ; ~. ...;~ Gwn~rl~ BorO,9umberfand County : j\;,', ~...ommISSlr,n Expires May 10, 2005 InventOr): '-.- Member, reii. rSytvania Association of Notaries of the Assets of the Estate of Dorothy P . Ward. Deceased, late of Carlisle, Cumberland County, Commonwealth of Pennsylvania Real Estate: 1. None Total Value Tax Value $ 0.00 $ 0.00 Personal Property: 2. Allfirst Checking Account #88775062 3. Allfirst Certificate of Deposit 4. Cash 5. September 2001 Railroad Retirement Payment 6. Morgan Stanley Liquid Asset Fund 7. Church of God Home Reimbursements 8. 1988 Crown Victoria 9. Interest on Allfirst CD 10. HCFA Walker Reimbursement Total Value $ 13,369.35 $ 2,449.31 $ 156.00 $ 1,206.63 $ 18,993.00 $ 3,867.39 $ 800.00 $ 22.4 7 $ 119.86 Tax Value $ 13,369.35 $ 2,449.31 $ 156.00 $ 1,206.63 $ 18,993.00 $ 3,867.39 $ 800.00 $ 22.47 $ 119.86 ,. ~ Page 2 of Inventory for Estate of Dorothy P . Ward No. 21-01-0860 (SSN 184-38-1886; DOD 9/1/01) 11. 12. 13. 14. 15. 16. 17. * Prudential Life Insurance (Paid to Estate; #21 742 583) Minnesota Life Insurance (Paid to Estate; #29415) ICHP Premium Refund Paid Weitzel Insurance Premium Refund Paid Medical Mutual of Ohio Reimbursement Morgan Stanley Liquid Asset Fund Interest Interest on Estate Money Market Account TOTAL $ 3,304.00 $ $ 2,012.66 $ $ 114.15 $ $ 220.00 $ $ 84.00 $ $ 88.52 $ $ 360.46 $ $ 47,167.80 $ 0.00* 0.00* 114.15 220.00 84.00 88.52 360.46 41,851.14 Exempt from Pennsylvania Inheritance Tax as life insurance payable to Estate due to death of beneficiaries in accordance with ~9111 (d) and (e). ... ... j.o FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF DOROTHY P. WARD, DECEASED SOCIAL SECURITY NUMBER 184-38-1886 DATE OF DEATH: SEPTEMBER 1,2001 CUMBERLAND COUNTY NO. 21-01-0860 KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, DOROTHY P. WARD (Social Security Number 184-38-1886), late of801 North Hanover Street, Carlisle, Cumberland County, Commonwealth of Pennsylvania, deceased, died testate on September 1, 2001, having first made her Last Will and Testament, which was duly executed and witnessed on October 9,2001, and was duly probated and recorded in Cumberland County, Register of Wills; WHEREAS, the said DOROTHY P. WARD, by the aforesaid Last Will and Testament, named CHRISTINE M. WEER as Executrix and Personal Representative of her Last Will and Testament; WHEREAS, Letters Testamentary on the Estate of the Decedent were duly issued by the Register of Wills of Cumberland County, Commonwealth of Pennsylvania, to the Executrix CHRISTINE M. WEER on September 19,2001; WHEREAS, the said DOROTHY P. WARD was survived by the following: Sons: RAYMOND L. WARD, RODNEY K. WARD and PAUL A. WARD, JR. Grandchildren: ERIC A. WARD, STEVEN C. WARD, CHRISTINE M. WEER, JASON L. WARD, BRYAN K. WARD, BETH ANN WARD, LISA K. WARD, and PAUL A. WARD, III. WHEREAS, the primary heir set forth in the Decedent's Last Will and Testament PAUL A. WARD predeceased his wife on August 22, 2001. WHEREAS, the said Executrix (hereinafter referred to as personal representative) has gathered the assets of the Estate of the Decedent and the assets consist of personal property with ... a total gross value of $47,167.80 (Gross Taxable Estate $41,851.14), as set forth in detail in Schedule "A" and the Inventory filed contemporaneously with this Family Settlement Agreement, which is a statement of account of the said personal representative and which is attached hereto. WHEREAS, the debts, expenses of administration, deductions, family exemption and attorneys' fees, including the payment of inheritance tax and fees in the said Estate as set forth in detail in the following Schedules leave a net balance of $38,630.16 in assets for distribution pursuant to Decedent's Last Will and Testament. WHEREAS, the net balance for distribution shall be distributed as indicated herein in accordance with the Last Will and Testament of said Decedent which directed that all remaining real estate and personal property owned by the Decedent at the time of death together with all insurance policies naming the Estate as beneficiary shall be distributed as follows: 1. One Thousand and 00/100 ($1,000.00) Dollars each to RAYMOND L. WARD, RODNEYK. WARD and PAUL A. WARD, JR. 2. Remaining balance of $35,630.16 to be distributed in as nearly equaI12.50~ shares (Va shares) of $4,453.77 each to ERIC A. WARD, STEVEN C. WARD, CHRISTINE M. WEER, JASON L. WARD, BRYAN K. WARD, BETH ANN WARD, LISA K. WARD, and PAUL A. WARD, III. NOW, THEREFORE, KNOW YE, that we: RAYMOND L. WARD, RODNEY K. WARD, PAUL A. WARD, JR., ERIC A. WARD, STEVEN C. WARD, CHRISTINE M. WEER, JASON L. WARD, BRYAN K. WARD, BETH ANN WARD, LISA K. WARD, and PAUL A. WARD, III being the only heirs of the Decedent and being the persons entitled to inherit under the Last Will and Testament hereby acknowledge that they have on this day received from the aforesaid personal representative, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to me respectively by the Last Will and Testament, the full and complete amount due us under the said statute, which we have received this day, and which items are set forth in the Table and Schedule of Distribution attached hereto as Schedule "C". AND we do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we agree that no final account is necessary and do hereby agree that we do consent to distribution being made without the filing of an account, inventory and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas for Cumberland County. THEREFORE, we do hereby remise, release, quitclaim and forever release and discharge the said personal representatives, CHRISTINE M. WEER, her heirs, executors, administrators, employees, agents, servants, attorneys and assigns of and from all actions, suits, payments, surcharge actions, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the Decedent, and we do further hereby covenant and agree that should any legally enforceable liability come due to the Estate of the Decedent after the signing of this Agreement, we do hereby covenant and agree that we shall contribute our share of the Estate to satisfy any and all claims, demands, suits, or causes if action which may be successfully prosecuted against the said Estate or the aforesaid personal representatives after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. We acknowledge that we have had the opportunity to review these documents and Schedules prior to signing them on the date set forth below. IN WITNESS WHEREOF INTENDING TO LEGALLY BOUND, we have hereunto set our hands and seals this day of WITNESS: ~~1kiv -[Veut>>- BY: ~ ~ /{//h.c;/ WITNESS: BETH ANN WARD BY: ri.(Slj{ fJJ(JJl rf LISA K. WARD BY: BY: ~~W~ BY: ~~ STEVEN c. WARD BY: BY: BY: BY: f&uJM;P- WAUL A. WARD, III WITNESS: WITNESS: WITNESS~ R~JJoJl~ {Jv\uliru'7X-O, ~ ~ ~.- J-.-,cL,.<. ~~-,~ ~ U Jj}O ,-' . '" STATE OF ss COUNTY OF On this, the ..3 rei, day of ~ 2002, before me, a Notary Public, the undersigned officer, personally appeared CHRISTINE M. WEER (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within document and acknowledged that they executed the same for the purposes therein containe IN WITNESS WHEREOF, I hereunto set my hand and official seal BY: STATE OF n N Public My Commission Expires: Notarial Seal Lori J. Deckman, Notary Public Oowningtown Boro, Chester Coun~ My Commission Expires Dec. 13. 2004- Member. Pennsylvania AssOcI8tlOl1 ot Notanes COUNTY OF ---Cl 0 Df..{ r"" On this, the ..,2ld.. day of ~ 1:-1. ~ 2002, before me, a Notary Public, the undersigned officer, personally appeared RAYMOND L. WARD (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within document and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal ~ - 1?'J ~. BY: A " . 1( a.~ Not Public My Commission Expires: ss STATE OF N.C' I Notarial Seal Lo~ J. Deckman. Notary Public Dowrungtown Bora, Chester Count My Commission Expires Dec. 13. 2~ Member, Pennsylvama AssociatIon Of Notan~ ss COUNTY OF fYl.b 0 r<- On this, the / 7 ~ day of 2002, before me, a Notary Public, the undersigned officer, personally a eared RODNEY K. WARD (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within document and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal ~. --1 BY: ~~G=i_e {;u ./ No Public My Commission Expires: J/ -I {) - tJ!J STATE OF 11 COUNTY OF t~tL/r" On this, the ~ fC!.,day of ~ 2002, before me, a Notary Public, the undersigned officer, personally appeared JASON L. WARD (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within document and acknowledged that they executed the same for the purposes therein contain WITNESS WHEREOF, I hereunto set my hand and official seal BY: ss N Public My Commission Expires: STATE OF (S S 1:= Jj G-w I c1C Notarial Seal lo~ J. Deckman, Notary Public Dowrungtown Boro, Chester County My Commission Expires Dec. 13, 2004 Member, Pennsylvarna Association ot Notanes SS COUNTY OF DlrN ~ X On this, the -, day of \J V ~ 2002, before me, a Notary Public, the undersigned officer, personally appeared BRYAN K. WARD (known to me or satisfactorily proven) to be the persons whose names are subscribe to the within document and acknowledged that they executed the same for the purposes there' contained. IN WI NESS WHEREOF, I hereunto set my hand and official seal BY: ~ RONNAM. HAYNES NOTMYMUC . STAll OF . . My A,pl Exp. a STATE OF ss COUNTY OF On this, the /lfIv day of 2002, before me, a Notary Public, the undersigned officer, personally / peared BETH ANN WARD (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within document and acknowledged that they executed the same for the purposes ther . t ained. I WITNESS WHEREOF, I hereunto set my hand and official sea Y: .I. C. BROOKS < - Comm. # 127641f U) NOTARY PUBLIC-CALIFORNIA (D Contra Costa County - Mv Comm. Expires Sep. 10,2004 ... STATEOF ~~/'c/4 COUNTYOF V'i1~//~) ;Y eM On this, the /9 day of 2002, before me, a Notary Public, the undersigned officer, pers y apg e PAUL A. WARD, JR. (known to--D:le or satisfactorily proven) to be the persons whose ames are subscribed to the within document and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal BY: " ss res.: USA MOBlEY ~: .~ "MrCOMMISSION # DO 078710 ~. .1j EXPIRES: April 14, 2006 ~'f.p.f.~"tf..., Bonded Thru Notary PublIc UndllWrlllra STATEOF II ~G ;NiA COUNTY OF fo R..\S vYl 0 l.t'1L On this, the t ~ day of J v.J u 2002, before me, a Notary Public, the undersigned officer, personally appeared ERIC A. WARD (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within document and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal BY: STATE OF f1 ~~ COUNTY OF ss S~.L"'tI..>~.~q Q"~ P'~ Nota Public My Commission Expires: ~ - 30- 0 ~ ss On this, the ...3 r~ay of ~ 2002, before me, a Notary Public, the undersigned officer, personally appeared STEVEN C. WARD (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within document and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official se~y: _ --i?.: \ U~ Not~ Notarial Sea Lori J. Deckman, Notary Public Downingtown Boro. Chester County My Commission Expires Dec. 13. 2004 Member, Pennsylvarua ASSOCiatiOn ot Notanes " STATE OF 4-o1Z/ d ~ COUNTY OF J]A/b!/ d-5 r On this, the ~day of 2002, before me, a Notary Public, the undersigned officer, er 0 all a ed LISA K. WARD (known to me or satisfactorily proven) to be the persons whose ames are subscribed to the within document and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal BY: ss STATEOF .~'bV"'\'d~ COUNTYOF ~~ \\~'oOVOL7~l., On this, the 7-- 3yJ day of ~.A.. \ . 2002, before me, a Notary Public, the undersigned officer, personally appe~ed PAUL A. WARD, III (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within document and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal BY: ss ~~~ ~ b~~ Notary Public My Commission Expires: \ 0/ \"\ J 0 t.\ l"....'" ~<t>~~y PII."b& "OFFICIAL SEAL" ~~~. ...~~ 1:( \~ Sandra K. Marsh ,~\ :31 My Commission Expires 10/17/2004 '""~ OF f\.~$4'" Commission #CC 975711 ~""1..",,1 ~ SCHEDULE A: LIST OF DECEDENT'S ASSETS ON DATE OF DEATH Real Estate: 1. None Personal Property: 2. Allfirst Checking Account #88775062 3. Allfirst Certificate of Deposit 4. Cash 5. September 2001 Railroad Retirement Payment 6. Morgan Stanley Liquid Asset Fund 7. Church of God Home Reimbursements 8. 1988 Crown Victoria 9. Interest on Allfirst CD 10. HCFA Walker Reimbursement 11. Prudential Life Insurance (Paid to Estate; #21 742 583) 12. Minnesota Life Insurance (Paid to Estate; #29415) 13. ICHP Premium Refund Paid 14. Weitzel Insurance Premium Refund Paid 15. Medical Mutual of Ohio Reimbursement 16. Morgan Stanley Liquid Asset Fund Interest 17. Interest on Estate Money Market Account TOTAL Total Value Tax Value $ 0.00 $ 0.00 Total Value Tax Value $ 13,369.35 $ 13,369.35 $ 2,449.31 $ 2,449.31 $ 156.00 $ 156.00 $ 1,206.63 $ 1,206.63 $ 18,993.00 $ 18,993.00 $ 3,867.39 $ 3,867.39 $ 800.00 $ 800.00 $ 22.47 $ 22.47 $ 119.86 $ 119.86 $ 3,304.00 $ 0.00* $ 2,012.66 $ 0.00* $ 114.15 $ 114.15 $ 220.00 $ 220.00 $ 84.00 $ 84.00 $ 88.52 $ 88.52 $ 360.46 $ 360.46 $ 47,167.80 $ 41,851.14 * Exempt from Pennsylvania Inheritance Tax as life insurance payable to Estate due to death of beneficiaries in accordance with ~9111 (d) and (e). SCHEDULE B: DEBTS, DEDUCTIONS, ADMINISTRATION EXPENSES, ATTORNEYS' FEES, AND OTHER DEDUCTIBLE ITEMS Costs and Deductions Paid By or For the Estate: Payee Amount I. Carlisle Sentinel (Advertising Estate 10/1 % 1) $ 104.82 Cumberland Law Journal (Advertising Estate 10/19/01) $ 75.00 2. Register of Wills Probate Filing Fee (9/19/01) $ 120.00 3. Steven Howell, Esquire $ 2,200.00 Legal Fees $ 36.37 Reimburse Costs (291 Copies at .125~ Per Copy) $ 12.54 Reimburse Costs (Postage) $ 15.00 Federal Express Charge $ 2,263.91 $ 2,263.91 4. Executrix's Commission $ 1,415.00 Payable to Christine M. Weer (3.0% of Gross Estate) Reimbursement to Executrix for Advance Costs Airborne Express $ 12.47 Giesswein Plastic Surgery (Paul A. Ward) $ 18.84 Phillip D. Carey, MD (Paul A. Ward) $ 38.25 West Shore EMS (Paul A. Ward) $ 80.50 Moffit Heart & Vascular Group (Paul A. Ward) $ 65.00 Phillip D. Carey, MD (Dorothy P. Ward) $ 167.50 Leon W. Sweer, MD (Dorothy P. Ward) $ 27.00 Central Penn Medical Group (Dorothy P. Ward) $ 18.42 5. Register of Wills Filing Fee for Family Settlement Agreement $ 17.00 Filing Fee for Pennsylvania Inheritance Tax Return $ 15.00 6. S1. Johns Cemetery $ 400.00 7. Shipping Ashes from Philadelphia $ 100.00 8. Check Charge for Estate Account $ 10.00 9. Reverend William Groff (Dorothy P. Ward) $ 100.00 10. Flower/Film for Dorothy P. Ward Service $ 30.84 II. Checks for Estate Account $ 38.00 12. Quantum Imaging $ 101.00 13. Carlisle Regional Medical Center $ 955.29 14. Mobile X Ray Imaging Inc. $ 29.20 15. Carlisle Pathology Associates $ 14.61 16. Carlisle Imaging Associates $ 204.90 17. Neil Funeral Home (Paul A. Ward) $ 399.00 18. 19. 20. 21. 22. 23. 24. 25. 26. Reverend Paul Kaufman (Paul A. Ward) Pianist for Memorial Service Neil Funeral Home (Dorothy P. Ward) Film/Flowers for Paul A. Ward Service Food for Paul A. Ward Service Last Rights by Catholic Priest Food for Dorothy P. Ward Service Flowers for Dorothy P . Ward Service Flowers for Dorothy P. Ward Service (George's Flowers) TOTAL ESTATE EXPENSES $ 100.00 $ 50.00 $ 525.00 $ 157.60 $ 282.82 $ 50.00 $ 42.81 $ 125.00 $ 42.40 $ 8,197.18 SCHEDULE C: TABLE OF DISTRIBUTION FOR PROPERTY Property Distributed As Follows: 1. One Thousand and 00/100 ($1,000.00) Dollars each to RAYMOND L. WARD, RODNEY K. WARD and PAUL A. WARD, JR. 2. Remaining balance of $35,630.16 to be distributed in as nearly equal 12.50/0 shares (Ya shares) of $4,453.77 per share to ERIC A. WARD, STEVEN C. WARD, CHRISTINE M. WEER, JASON L. WARD, DRY AN K. WARD, BETH ANN WARD, LISA K. WARD, and PAUL A. WARD, III. CALCULATION OF INHERITANCE TAX OWED Gross Taxable Assets Less Estate Expenses Assets Subject to 4.5% Tax TAX DUE AND PAYABLE TO THE COMMONWEALTH $ 41,851.14 $ 8,197.18 $ 33,653.96 $ 1,514.42 . SCHEDULE OF DISTRIBUTION FROM ESTATE ACCOUNT Total Deposits Into Estate Money Market Account Payments Between 11/17/01 (Date Opened) and 5/15/02 Estate Checkbook Charge Estate Charge Payment to Carlisle Regional Hospital (5/12/02) Payment to Christine Weer (5/12/02) Payment to Quantum Imaging (3/8/02) Balance in Estate Money Market Account 5/15/02 Payments to be Made from Estate Money Market Account Register of Wills - Agent (PA Inheritance Tax) Steven Howell, Esquire Reimbursements to Steven Howell, Esquire Carlisle Sentinel $ 104.82 Cumberland Law Journal $ 75.00 Register of Wills $ 120.00 Legal Fee Steven Howell, Esquire $ 2,200.00 Copy Charges $ 36.3 7 Postage $ 12.54 Filing Fees for Return & Agreement $ 32.00 Federal Express Charge $ 15.00 $ 2,595.73 Executrix's Commission Payable to Christine M. Weer Reimbursement to Christine M. Weer Payment to Rodney K. Ward Payment to Paul A. Ward, Jr. Reimbursement to Paul A. Ward, Jr. Payment to Raymond L. Ward Reimbursement to Raymond L. Ward 12.5% Share to Grandchildren CHRISTINE M. WEER ERIC A. WARD STEVEN C. WARD JASON L. WARD BRYANK. WARD BETH ANN WARD LISA K. WARD PAUL A. WARD, III S1. Johns Cemetery Shipping Ashes from Philadelphia Mobile X Ray Imaging Inc. Carlisle Pathology Associates Carlisle Imaging Associates TOTAL DISTRIBUTIONS $ 47,167.80 $ 38.00 $ 10.00 $ 955.29 $ 427.98 $ 101.00 $ 45,635.53 $ 1,514.42 $ 2,595.73 $ 1,415.00 $ 42.40 $ 1,000.00 $ 1,000.00 $ 125.00 $ 1,000.00 $ 564.07 $ 4,453.77 $ 4,453.77 $ 4,453.77 $ 4,453.77 $ 4,453.77 $ 4,453.77 $ 4,453.77 $ 4,453.77 $ 400.00 $ 100.00 $ 29.20 $ 14.61 $ 204.90 $ 45,635.49 . . CHECKS TO BE WRITTEN Register of Wills - Agent for Pennsylvania Inheritance Tax Steven Howell, Esquire Christine M. Weer Commission to Executor Reimbursements 1/8 Share Subtotal Payment to Rodney K. Ward Payment to Paul A. Ward, Jr. Payment to Raymond L. Ward Payment to Eric A. Ward Payment to Steven C. Ward Payment to Jason L. Ward Payment to Bryan K. Ward Payment to Beth Ann Ward Payment to Lisa K. Ward Payment to Paul A. Ward, III St. Johns Cemetery Shipping Ashes from Philadelphia Mobile X Ray Imaging Inc. Carlisle Pathology Associates Carlisle Imaging Associates $ 1,514.42 $ 2,595.73 $ 5,661.17 $1,415.00 $ 42.40 $4~203.77 $5,661.17 $ 1,000.00 $ 1,125.00 $ 1,564.07 $ 4,203.77 $ 4,203.77 $ 4,203.77 $ 4,203.77 $ 4,203.77 $ 4,203.77 $ 4,203.77 $ 400.00 $ 100.00 $ 29.20 $ 14.61 $ 204.90 $ 43,635.49 $ 2,000.04* TOTAL PAYMENTS BALANCE IN ESTATE MONEY MARKET ACCOUNT *ESCROW AGREEMENT BY GRANDCHILDREN If there were no other expenses of the Estate each grandchild would receive a 1/8 share worth $4,453.77. However, each grandchild has agreed to take a preliminary distribution of$4,203.77 leaving a total cash reserve of $2,000.04 to take care of unexpected bills. In the event no bills are tendered by September 1,2002 each heir will receive a 1/8 share of the remaining balance of the $2,000.04 escrow. In the event any bill of the Estate is submitted after September 1,2002 each heir agrees to share 1/8 in repaying said sum to the Estate so it can be distributed to the creditor. 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 HOWELL STEVEN 619 BRIDGE STREET NEW CUMBERLAND, PA 17070 -------- fold ESTATE INFORMATION: SSN: 184-38-1886 FILE NUMBER: 2101-0860 DECEDENT NAME: WARD DOROTHY P DATE OF PAYMENT: 05/31/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/01/2001 NO. CD 001235 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,514.42 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHRISTINE M WEER C/O STEVEN HOWELL ESQUIRE CHECK#1004 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $1,514.42 MARY C. LEWIS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN * REY-4U EX AFP CUl-05) PETER J RESSLER METTE ETAL 3401 N FRONT ST HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER ~OUNTY ACN 01-27-2004 GAISLER 09-13-2002 21 02-0860 CUMBERLAND 201 R A Allount Rellitted PA 17110 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE-V :483--E~rAFP--[oi:'03i-----j(.-N(rfiCE-OF--DETERMiirA;:i(fti-AND-i,sSESS-MENT----------------------- - - - --- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF GAISLER R A FILE NO.21 02-0860 ESTATE TAX DETERMINATION ACN 201 DATE 01-27-2004 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 18.409.30 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 18.409.30 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) /?-?-/c- \ BUREAU Of INDIVIDUAL TAXES ~ INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT Of TAX "02 ~~3 :F3 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-15-2002 WARD 09-01-2001 21 01-0860 CUMBERLAND 101 STEVEN HOWELL ESQ STEVEN HOWELL LAW OFC 619 BRIDGE ST NEW CUMBERLAND PAC'17iD70-1129 * REY-1547 EX AFP lOl-02) DOROTHY P ADount R...itt.d 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 ~ i"fi=is4-j-Ei--AFP--('OY:ozi--NOTicE-OF-iNHERiTANCE-i'-AX-A-PPRA-isEMENT~--ALi-owANcE-'i:rR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WARD DOROTHY P FILE NO. 21 01-0860 ACN 101 DATE 07-15-2002 TAX RETURN WAS: (X) ACCEPTED AS fILED ) CHANGED 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. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 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. "ortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 18,993.00 .00 .00 22,858.14 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H) 10. Debts/"ortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) no) 6,476.67 1.720.51 lll) (12) (13) ll4) NOTE: .00 X 00 = 33,653.96 X 045 = .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 41,851.14 8.191 18 33,653.96 .00 33,653.96 (9)= .00 1,514.42 .00 .00 1,514.42 TAX CREDITS: . ""..._n. KI:l;I:~"'1 (+) AMOUNT PAID DATE NUI'IBER INTEREST/PEN PAID (-) 05-31-2002 CDOO1235 .00 1,514.42 TOTAL TAX CREDIT 1,514.42 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 PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: \)~(O ~1 Date of Death: q Wl) I Will No. '<<\ -D\- D2"l) ~ , VV~ & Adm in. No. ~\ - D \ - () 8 b 0 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 wgether administration of the estate is complete: Yes V No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes NO~. b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes / No L ~~\\'\ t,t'\\\~ ~\- ~rll~eA.'- d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached thi eport. Date:~ $ ./e(/~/1 JI" ....,,,,11 b c;.t ",; ~ Name (Please type or print) C I if A/; tI&" Sir eef. Address ' (//7) 77() '"/a77 Tel. No. T.t). (, 206 ? Capacity: ~nal Representative l Counsel for personal representative (MAH:rmf/AM3) r ", ,'r"" ;<..". ""..... J \. -~.---~ QfV-1500 EX 16-00) REV-1500 /7-g--/O FILE NUMBER 21 - 01 COUNTY CODE YEAR 0860 ----- NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT SOCIAL SECURITY NUMBER 184 - 38 1886 I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WARD DOROTHY P. DATE OF DEATH (MM-DD-YEAR) September 1, 2001 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) DATE OF BIRTH (MM-DD-YEAR) October 22, 1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A W I- li:~(J) uIX:li: wQ.u :1:00 uIX:..J Q.[lJ Q. <C B 1. Original Return o 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) I- Z W o Z o Q. en w IX: IX: o U 770-1278 Fax 619 Bridge street New Cumberland, PA 17070 I OFFICIAL USE ONLY NAME steven Howell Es uire l:'~~~.r~tf'r.r~~ of steven Howell TELEPHONE NUMBER (717) 770-1277 Voice; (717) COMPLETE MAILING ADDRESS 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (1) (2) (3) (4) (5) $22,858.14 (8) $41,851.14 $18,993.00 (11) (12) (13) $ 8,197.18 $33,653.96 z o !cc ..J ::) I- 0: <t u w 0::: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) (14) $33,653.96 (6) 8. Total Gross Assets (total Lines 1-7) 9, Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (9) (10) $ 6,476.67 $ 1,720.51 $ 1,S14.42 (19) $ 1,514 42 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) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ::) a.. :E o u ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0_ (15) x .0 A.5. (16) 16. Amount of Line 14 taxable at lineal rate $11,01:)1 go 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT REV.1S02EX + 1,.97) .. SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER DOROTHY P. WARD 21-01-0860 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 survivorshiD must be disclosed on Schedule F. ITEM NUMBER 1. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT DESCRIPTION NONE VALUE A T DATE OF DEATH TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) N/A .. REV-1503 Ex. (t-97) SCHEDULE B STOCKS & BONDS . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOROTHY P. WARD FILE NUMBER 21-01-0860 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH MORGAN STANLEY LIQUID ASSET FUND $18,993.00 TOTAL (Also enter on line 2, Recapitulation) $ 1 8, 993. 00 (If more space is needed, insert additional sheets of the same size) . REV-1508 EX +(1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOROTHY P. WARD FILE NUMBER 21-01-0860 Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of sUNivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Allfirst Checking Account Allfirst Certificate of Deposit Cash Railroad Retirement Payment 9/1/01 Church of God Horne Reimbursement Payment for 1988 Crown Victoria Automobile* Interest on Allfirst CD HCFA Walker Reimbursement ICHP Premium Refund Weitzel Insurance Premium Refund Medical Mutual of Omaha Reimbursement Interest on Morgan Stanley Liquid Aset Fund Interest on Estate Money Market Account $13,369.35 $ 2,449.31 $ 156.00 $ 1,206.63 $ 3,867.39 $ 800.00 $ 22.47 $ 119.86 $ 114.15 $ 220.00 $ 84.00 $ 88.52 $ 360.46 * See Attached Appraisal ** Two Life Insurance Polices from Prudential ($3,304.0) and Minnesota Life Insurance ($2,012.66) were pa~d to the Estate because all named beneficiaries had d~ed. This insurance is exempt from PA Inheritance Tax in accordance with ~9111 (d) and (e). TOTAL (Also enter on line 5, Recapitulation) $ 22,858. 1 4 (If more space is needed, insert additional sheets of the same size) 1-_1 ~ \ b \is\,, O-^^,- \ r tv... ,'( L 0 v-.l L--~ t-.J I Se J2-~ 7- F ^ ~? '75 F 't J X 20 <.:. ') 0 I q as ~c. \L t> \ -\ 5 ..J""\,-,-~ \':> <:Eo; (.) 0 C>'-> '^'7 ~ CA.~rr'(;)",.$ r~c i r;~.:: I-v (1-1- (, '- / t ~~ /,!1A"~~ 6~"'1"'U7'? 4/.,"'45 ~/ USED CAR SALES · SERVICE · FINANCING 601 West Strasburg Road, West Chester, PA 19382 Sales: 610-436-4909 Service: 610-918-1600 Fax: 610-431-3867 VVWWSMITHUSEDCAR8-COM REV-1511 EX+ (12-99) ~~~/t ...~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS . ESTATE OF DOROTHY P. WARD FILE NUMBER 21-01-0860 Debts of decedent must be reported on Schedule I. ITEM NUMBER A FUNERAL EXPENSES DESCRIPTION AMOUNT st. Johns Cemetary Shipping Ashes from Philadelphia Reverend Paul Kaufman Reverend William Groff Neil Funeral Home Pianist for Memorial Service Last Rights by Catholic Priest Flowers/Film for Funeral Memorial Service $ 400.00 $ 100.00 $ 100.00 $ 100.00 $ 924.00 $ 50.00 $ 50.00 $ 355.84 $ 325.63 B ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name oj Personal Representative(s) Christine M. Weer $1,415.00 Social Security Number(s)/EIN Number of Personal Representative(s) Street Add ress 8 Somerset Drive Coatesville State~Zip 19320 City Year(s) Commission Paid: 2002 2 Attorney Fees Steven Howell, Esquire (Fees & Costs Paid) 3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) $2,263.91 Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 7. Estate Checkbook Fees/Costs Airborne Express $ 120.00 $ 1 79.82 $ 32.00 $ 48.00 $ 12.47 5 Probate Fees Advertising Estate in Carlisle Sentinel/Law Journal Accountant's Fees Filing Fees for Family Settlement Agreement/Return Tax Return Preparer's Fees 4. 6 TOTAL (Also enter on line g, Recapitulation) $ 6,476.67 (If more space is needed. insert additional sheets 01 the same size) REV-1512 EX. (1-97) . ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT DOROTHY P. WARD FILE NUMBER 21-01-0860 Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION AMOUNT Giesswein Plastic Surgery Phillip D. Carey, MD West Shore EMS Moffit Heart & Vascular Group Leon W. Sweer, MD Central Penn Medical Group Quantum Imaging Carlisle Regional Medical Center Mobile X-Ray Imaging Inc. Carlisle Pathology Carlisle Imaging Associates $ 18.84 $ 205.75 $ 80.50 $ 65.00 $ 27.00 $ 18.42 :t> 101.00 :t> 955.29 :jl 29.20 :t> 14.61 $ 204.90 TOTAL (Also enter on line 10, Recapitulation) $ 1 , 720.51 (If more space is needed, insert additional sheets of the same size) . REV-1513 EX+ (9-00. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER 21-01-0860 DOROTHY P. WARD NUMBER I RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. SEE ATT~CHED SHEET AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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. B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. (If more space is needed, insert additional sheets of the same size) TOTAL OF PART Il- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 33,653.96 .. ATTACHMENT TO SCHEDULE J OF DOROTHY P. WARD PA INHERITANCE TAX RETURN NO. 21-01-0860 Name and Address of Person Receiving Property Relationship Amount Raymond L. Ward Son $1,000.00 17 Buckwheat Drive Denver, PA 17517 Rodney K. Ward Son $1,000.00 5 Greyson Lane Pinehurst, NC 28374 Paul A. Ward, Jr. Son $1,000.00 564 West Davis Boulevard Tampa, FL 33606 Christine M. Weer Granddaughter 1/8 Share 8 Somerset Drive Coatesville, P A 19320 Eric A. Ward Grandson 1/8 Share 110 Barrett Drive Suffolk, V A 23434 Steven C. Ward Grandson 1/8 Share 331 Hawthorne Drive Denver, PA 17517 Jason L. Ward Grandson 1/8 Share Apartment #4 30 Prospect Avenue West Grove, P A 19390 Bryan K. Ward Grandson 1/8 Share 224 South Delos Avenue Haysville, KS 67060 Beth Ann Ward Granddaughter 1/8 Share Unit 256 2373 Oak Harbor Drive Sacramento, CA 95833 Lisa K. Ward Granddaughter 1/8 Share 15924 Wyndover Road Tampa, FL 33624 Paul A. Ward, III Grandson 1/8 Share 603-B South Matanzas Avenue Tampa, FL 33609 '. . LAST WILL AND TEST AMENT OF DOROTHY P. WARD I, DOROTHY P. WARD, of Carlisle, Cumberland County, Pennsylvania, being of SOllild and disposing mind, memory, and understanding, do hereby revoke all other wills and codicils heretofore made by me. FffiST I direct the payment of my debts not barred by a statute of limitation and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I direct my executor to arrange for my burial in a cemetery lot owned by me located at the St. John's Cemetery, Mechanicsburg, Pennsylvania. I authorize my personal representative to purchase a contract for perpetual care, using funds from my estate, in such amount as he shall consider necessary and desirable, and I authorize my personal representatives to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I direct my personal representative to use the grave marker purchased by me at the St. John's Cemetery, Mechanicsburg, Pennsylvania. SECOND In the event my husband does not survive me by thirty (30) days, I give and bequeath the following items of personal property: (a) The sum of One Thousand Dollars ($1,000.00) to RODNEY KENT WARD; (b) The sum of One Thousand Dollars ($1,000.00) to PAUL ALBERT WARD; and <f)~~ p, W~ (c) The Sum of One Thousand Dollar ($1,000.00) to RAYMOND LESLIE WARD. THffiD I give and bequeath all remaining real estate and personal property owned by me at the time of my death, together with all insurance policies naming my Estate as beneficiary unto my husband, PAUL A. WARD, ifhe survives me by thirty (30) days. In the event that my husband, PAUL A. WARD, does not survive me by thirty (30) days, I give and bequeath all real estate, personal property, and all insurance policies naming my Estate as beneficiary unto my surviving grandchildren, ERIC ANTHONY WARD, STEVEN CHRISTOPHER WARD, CHRISTINE MARIE (WARD) WEER, JASON LEE WARD, BRYAN KENT WARD, BETH ANN WARD. LISA KAREN WARD, and PAUL ALBERT WARD III (TREY) in as nearly equal shares as is practicable. In the event that one of my grandchildren should predecease me, hislher share shall be divided among the surviving grandchildren. FOURTH I give, devise and bequeath all the rest, residue and remainder of my estate to my husband, PAUL A. WARD, ifhe survives me by thirty (30) days. In the event that my husband does not survive me by thirty (30) days, I give and bequeath all real estate, personal property, and all insurance policies naming my Estate as beneficiary unto to my grandchildren, ERIC ANTHONY WARD, STEVEN CHRISTOPHER WARD, CHRISTINE MARIE (WARD) WEER, JASON LEE WARD, BRYAN KENT WARD, BETH ANN WARD, LISA KAREN WARD, and PAUL ALBERT WARD III (TREY) in as nearly equal shares as is practicable. In the event that one of these individuals should predecease me, his/her share shall be divided among the surviving grandchildren. 2 <p()A-~ ~.. W~Gt FIFTH I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my Estate passing under my Will or otherwise, shall be paid out of the principal of my residuary Estate. SIXTH In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion: (a) To retain in the form received, and to sell either at public or private sale any real or personal property. (b) To manage real estate. (c) To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principle of diversification. (d) To exercise any option or rights arising from o\Wership of investments. (e) To compromise claims without court approval, and without the consent of any beneficiary. SEVENTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether from principal or income, payable to the said grandchildren or children, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge, or obligation of any beneficiary, and shall not be subject to any execution or attachment. 3 () lJ.A,. c....~ P, W a..A-J.. . EIGHTH I nominate, constitute and appoint my husband, PAUL A. WARD, as Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting any security or bond in connection with his duties as such in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In the event PAUL A. WARD is unable or unwilling to serve as my executor, I appoint CHRISTINE MARIE (WARD) WEER as my alternate executrix. I hereby relieve my alternate executrix from the necessity of posting security in connection with her duties. In the event CHRISTINE MARIE (WARD) WEER is unable or unwilling to serve as my executrix, I appoint STEVEN CHRISTOPHER WARD as my second alternate executor. hereby relieve my second alternate executor from the necessity of posting security in the connection with his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of six (6) type written pages, the first three (3) of which bear my signature in the margin for the purpose of identification, this q'i \-\day of Oc..+~ ~ L. ,2000. 1)t~ ~ W~ (SEAL) 4 . COl\1MONWEAL TH OF PENNSYLVANIA COUNTY OF C '-I.M. L,~( \f+(t~ ss. I, DOROTHY P. WARD, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly, and that I signed it as my free and voluntary act for the purpose therein expressed. 1)o..-...~ P. W~ DOROT P. WARD Sworn or affirmed to and acknowledged before me, by DOROTHY P. WARD, the Testatrix. this q,'\\t- day of 0(" -t-v~ if ,2000. a2Ji/lvwffi Notary Public My commission expires: Notanal Seal Berit T. Howell. Notary Public New Cumberland Boro. Cumberland County My Commission Expires May 10,2001 Member Pennsylvania Association of No(arlt'~ Signed, sealed and published and declared by the above-named Testatrix d'5 and fur this Last Will and Testament, in the sight and presence, who at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. Wfi~~ 1TNESS 5 . . COMMONWEALTH OF PENNSYLVANIA COUNTY OF C. ~ """ l,>..f \ M& SS. We, the undersigned, being the witnesses whose names are signed to the attached and foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament. that she signed it willingly and that she executed it as her free and voluntary act for the pUlvoses therein expressed; that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and illlder no constraint or illldue influence. Address: " 1 ct ~ ,\. d. Ct,- S -\-(E' e -t-- ~I.-V (UA\~~~ ~~ \7070 ~fJ)--~i WffNEsS Address: ~ t '\ ~ haC,~ Sl.IN+ \"")0\4' CUMf ~~dMJ Pit- 17070 ~~ Sworn or affirmed to and subscribed before me by the above named witnesses. this q day of C) c...h> '" VL. , 2000. Cbp fi1f/IJD k/$c NOTARY PUBLIC My commission expires: 6 Notarial Seal Berit T Howell, Notary PubliC New Cumberland Bora. Cumberland County My Commission Expires May 10,2001 Member PenllsyIVallr;, "osIJr:ratrOIl nt "JQtar'p,