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Home My WebLink About01-0868 Estate of Mary A. Spangler also known as PETITION FOR PROBATE and GRANT OF LETTERS :2/-ol-P6P No. To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 168-30-2516 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: y our petitioner~), who is~18 years of age or older an the executrix in the last will of the above decedent, dated January 15 and codicil(s) dated none named , 19R- (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 109 Willow Drive ~ Shippensburg. Southampton Township (list street, number and muncipality) Decendent, then 63' years of age, died September 15 at Chambersburg Hospital, Chambersburg, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: none 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: 109 Willow Drive. Shippensburg. Southampton Township, Cumberland County. PA ,XHK 2001 , $ 5,000 $ $ $ 87,500 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.t.a.; administration d.b.n.c.t.a.) - '" '-' v u c: v "'0_ .- '" "'- v... 0::4> c: "'00 c';:: cU';:: 3~ v,- So ~ c 01) en ~j) .PQfU)C/lA. Debra A. Parson 800 Baltimore Road Shippensburg. PA 17257 (717) 510-1218 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l S8 COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will wel nd truly administer the estate according to law. Sworn to or affirmed and subscribed _12 tI) before me this 20th day of Debra A. Parson ~. SEPI'EMBE . 11 2001 !a. ItG $/2- . ;; ~ R~~~ ~ C} __ /7:.7-0 No. 21-2001-868 Estate of Mary A. Spangler , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW SEPI'EMBER 21st. D2illlL, 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 January 15, 1992 described therein be admitted to probate and filed of record as the last will of Mary A. Spangler and Letters Tes tamentary are hereby granted to Debra A. Parson ~~A LOOS ~ FEES Probate, Letters, Etc. ......... Short Certificates( 4 ) . . . . . . . . . . Renunciation ................ x-Pages (3) JCP $ 200.00 $ 12.00 $ $ 9 .00 5.00 TOTAL _ $ .~~~R .4l$t.f.2QOl. .S~?P...QQ.. Jerry A. Weigle, Esquire #01624 A TIORNEY (Sup. Ct. 1.0. No.) WEIGLE, PERKINS & ASSOCIATES 126 East King Street ADDRESS Shippensburg, PA 17257 (717) 532-7388 PHONE Filed CALL ATI'ORNEY JERR A. WEIGLE 05.1W'i REV 9/86 This is to .certify that t~e. inform~tion he~e given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The ongmal certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. p 7646031 Fee for this certificate, $2.00 No. #!?~/ Date 21-20Ul-868 ,11\11 COMMONWEAltM ()F;,iN~tA.~~~dftfHEALTH . VITAL RECORDS CERTIFleATE,()F DEATH (COroner) NAMe OF DECeDENT lFlrtI. Midlh.l.8Il) I, A. UNDEflI YEAR UNDER 1 DIH Montho o.yo Hout. MInUlH .. September 15. 2001 g'~"V) 0 White SlJRVlVINO SPOUSE (ti WI'.... glVf'I m;ll(1N\ 11;;,m...) Twp. 1wD 17257 17257 "",0 PAIIT .: OIN< 1IOnIftc8nl-. conlributinQ 10 _. bUI not_1nQ In tho undeIIyIng ""UM g/wn 1ft MRT I -..n CAUIlI (FInoI -Q1~ rlllllllingln_l- Presumed Natural Causes DUE 10 lOA AS A CONSE NCE OF); Renal Failure, Diabetes. Lithium Toxicity ............. ---- ".... -...lnlmecIIeI4I _, E_UNIIIN.YlIlQ CAUIE~ CO' intu<Y ...-- rlIIllIIing in --.) LAST DUE 10 (OR AS A CONSE .... 0 NDGiI ....0 "",!XI - AcckIInl [i! o o HamIcIdI ~ ............ DESCAlllE HOW INJlJRY OCCURRED DUE 10 (OR AS A CONSEQUENCE 01'): d AlJ'1l:lPSY FlNOlH09 ~PAIOATO COMPlETlONOF CAUSE OF DEAnt? MANNEROFDEAnt SUlcIcIe ~ ~ .. c:IRTWWR(CIwck anIy one) .., '. ' '. .'. , '=:,~...c:=""::="-=.=-":=:~~~~'.~~;~...,....... ,.., ........ ClouIII"",,,-_ MDItllllllClMlANOCMTI'YlIlQ~~_pr~dIi!Il~llJ~ii1~' .... " 1lt.......Illf-.. __lIIIM_. _........... tIllI..tlt..~....,............... , .... . . . ., .. . , , , . . . . . , . , ~.....~~. "'............tIIMII............lIliiit,..., llICI...j_....~......;... _..........................0..0............. ......... .,..lfi.I',.'....~ '/........' .... ij. .....:... ..'.... ....;..'~,';,... '.-.l-" i'-I"o ~ ~ fIlEOIS11Wt'S '{f~,,;(r/sr :N. D. lAST WT.I.L AND TESTAMENT I, MARY A. SPANGLER, of 109 Willow Drive, Mountain VieJiJ, Southampton Township, Shipppensburg, Cl.:m1berland Cotmty, Pennsylvania, being of smmd mind, mem:>ry and disposition, do hereby make, publish and declare this my Last Will and Testanent, hereby revoking and making void all wills by TIe at any ti.Ire heretofore made. FIRST. I order and direct the payrrent of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND . I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my husband, STANlEY M. SPANGlER. In the event that the said Stanley M. Spangler should predecease me or is not living on the sixtieth (60th) day following my death, I then give, devise and bequeath my said estate, in equal shares, to my daughters, DEBRA A. PARSON, DENISE M. CISNEY, and DIANE L. SPANGlER. In the further event that any of my said daughters should predecease TIe or is not living on the sixtieth (60th) day following my death, I then give, devise and bequeath said deceased daughter's share in equal shares to my surviving daughters. THIRD . I nominate, constitute and appoint my daughter, DEBRA A. PARSON, of 1570 Molly Pitcher Highway, Shippensburg, Pennsylvania, to be the Executrix of this my Last Will and Testament; if she be tmable to fulfill the duties of Executrix, I then nominate, constitute and appoint my husband, STANlEY M. SPANGlER, to be the Executor of this my Last Will and Testament. FIFrH . I direct that my personal representatives shall not be required to give bond for the faithful perfonnance of their duties in any jurisdiction. '7flIi~qr i~p~1/<SEAL) MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA. 17257 IN WITNESS WHEREOF, I, MARY A. SPANGLER, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this I.)day of ~ 1992. I1Jcur a: M (SUL) This instnment was by the Testatrix, MARY A. SPANGLER, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in her presence and in the presence of each other, we believing her to be of sound and disposing mind and naoory, have hereunto subscribed our 1:'l8IOOS as witnesses. V?j~rJ:L1 c/ &kbr A,~ Y.ftt/- -2- MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA. 17257 CXlM)NWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SSe I, MARY A. SPANGLER, the Testatrix whose name is signed to the foregoing instmnt, having been duly qualified according to law, do hereby acknowledge that I signed and executed the IDstrt.D.ren.t as my Last Will; that I signed it willingly; and that I signed it as my free and vohmtary act for the purposes therein expressed. vrrJd Q I /~pM~!N Sworn or affiI'lred to and acknowledged befor~)1;.. by A. SPANGLER, the Testatrix, this l'.:-Mtj day of 92. q. NOTARIAL S L Jerry A. Weigle. Notary Public Shippensburg, PA C~mber1and County My Commission Expires July 31.1994 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA. 17257 Cll'M)NWEALTH OF PENNSYLVANIA 55. CDUNTY OF CUMBERLAND We, '4,IJecrv f71'i.un. , and the witnesses whose DBIre~ ~~d to ~/fk-",i;/ f~ the foregoing ~stnmElt, being duly qualified according to law, do depose and say that we were present and saw MARY A. SPANGLER, Testatrix, sign and execute the instrunent as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or trore years of age and of sound mind and under no constraint or undue influence. ~/X~L4/ <7~r ;&.L~X fr Sworn or affi before ~,by and witnesses, this _.._,..~~/.I.X"'''''_ NOT AR1AL SEAL Jeny A. Weigle. NotarY Public ~~~~~~,~bol~rn:,~~:~um~~~~r:: __.... r....___....... ,..r....,....- MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA. 17257 r~-- MARK, WEIGLE AND PERKINS, ATTORNEYS AT LAW 126 EAST KING STREET, SHIPPENSBURG, PENNA. 17t~7 TELEPHONE: (717) 532-7388 FAX: (717) 532-6552 1-- IN RE: ESTATE OF MARY A. SPANGLER,: IN THE COURT OF COMMON PLEAS OF late of the Township of Southampton, : CUMBERLAND COUNTY Cumberland County, Pennsylvania, PENNSYLVANIA deceased ORPHANS' COURT DIVISION ESTATE NUMBER 21-01-0868 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Mary A. Spangler Date of Death: September 15,2001 Will No. 21-01-0868 To the Register: I certify that notice of 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 September 26, 2001 : Debra A. Parson 800 Baltimore Road Shippensburg, P A 17257 Denise M. Cisney 1466 Woods Road Lot 3 Shippensburg, P A 17257 Diane L. Culbertson 646 North Ripley Street Alexandria, VA 22304 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. September 26,2001 Jerry A. Weigle, Esqui Name: Address: Weigle, Perkins & Associates 126 East King Street Shippensburg, P A 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIGLE, PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 ESTATE OF MARY A. SPANGLER File No. 21-01-0868 F AMIL Y SETTLEMENT AGREEMENT TillS AGREEMENT made this t... W-day of ~ BETWEEN: DEBRA A. PARSON, DENISE M. CISNEY, , 2002, and DIANE L. CULBERTSON, being the legatees under the Last Will and Testament of Mary A. Spangler, late of the Township of Southampton, Cumberland County, Pennsylvania, AND DEBRA A. PARSON, Executrix of the Estate under the Last Will and Testament of Mary A. Spangler, deceased, WHEREAS, Mary A. Spangler died September 15, 2001, testate, and under her Will left her estate to the parties herein; and WHEREAS, Letters Testamentary were granted to Debra A. Parson on September 21, 2001, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets of the late Mary A. Spangler have been liquidated or distributed and all her debts paid in full, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said Executrix, the said parties hereto desire to waive the duty of the Executrix to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desire that a Family Settlement Agreement be executed, WEIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 which Family Settlement will be duly recorded among the deed records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of their distributive shares as therein shown, do mutually bind themselves to the said Distribution and Accounting as set forth and further mutually release each other and in particular Debra A. Parson, Executrix, from all claims and demands whatsoever arising out of settlement of the Estate of Mary A. Spangler. The parties hereto do further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we and each of us do hereby covenant and agree with each other and the aforesaid personal representative that we will contribute pro rata our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the 41uJ WEIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 day and year first above written. (SEAL) (SEAL) COMMONWEAL TH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND : On this, the 1..- day of /tIrItI#1 before me, the illIderSi-:::-:fficer, personally appeared ~EBRA A. , 2002, PARSON, and DENISE M. CISNEY, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official sea. ( qJ NOTARIAL SE Jerry A. Weigle, Nota ublic Shlppensburg, PA Cumberland County I r 7 2 rENN S'1LV~p.f,^ COMMONWEALTH OF "IRGn~IA SS COUNTY OF <: \.AfV\C>~(tL,,1V () 2u~ On this, the ( day of fV)~ , 2002, before me, the undersigned officer, personally appeared DIANE L. CULBERTSON, 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 for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~ ,Ie /~ (SEAL) Notarial Seal Unda K Klein, Notary Publio Shippensburg, PA Cumberland County My Commission Expires August 15, 2004 WEIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW - 126 EAST K - 97 EXECUTRIX'S ACCOUNT FIRST AND FINAL ACCOUNT OF DEBRA A. PARSON, EXECUTRIX FOR ESTATE OF MARY A. SPANGLER, DECEASED Date of Death: Date of Executrix's Appointment: Dates of Advertisement of Letters: News Chronicle Cumberland Law Journal Accounting for the Period: September 15, 2001 September 21,2001 October 2, 9, 16, 2001 October 19, 26, November 2, 2001 September 21,2001, to May 2, 2002 Purpose of Account: Debra A. Parson, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during her administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 717-532-7388 WEIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 SUMMARY OF ACCOUNT Estate of Mary A. Spangler For Period 09/15/01 Through 5/2/02 Page PDqposed Distribution to Beneficiaries 9 Principal Receipts Net Gain (or loss) on Sales or Other Disp:Jsitions Other Receipts 1-2 less Disbursements: Administration Expenses (Prin) Fees and Corrmissions (Prin) Funeral Expenses (Prin) Other Expenses (Prin) 3 3 4 4-5 $ 9,377.32 3,959.37 5,101.00 10,457.47 Balance before Distributions Distributions to Beneficiaries 6 Principal Balance on Hand 7 Income Receipts Less Disbursements 8 Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand Fiduciary Acquisition Value $52,633.21 ---------- ---------- $85,528.18 0.00 0.00 $85,528.18 28,895.16 $56,633.02 4,000.00 $52,633.02 $ 0.19 0.00 $ 0.19 0.00 $ 0.19 ,$52,633.21 ---------- ---------- RECEIPrS OF PRINCIPAL Estate of Mary A. Spangler As of 5/2/02 Assets Listed in Inventory (Valued as of date of death) Checking AcCOlll1ts Allfirst Bank Checking Account #0097532185 $ 0 .46 Accrued Interest Residences 109 Willow Drive, Shippensburg, Southarrpton Township , Cumberland COlll1ty, PA - sold 12/13/01 Household Goods & Furnishings Proceeds of Public Sale 12/15/01 Refunds Blue Cross/Blue Shield - benefit 10/25/01 Sprint - refund at cancellation 11/09/01 Proration of ColL.TJ.ty Tax at real estate settlement 12/13/01 Proration of School Tax at real estate settlement 12/13/01 Proration of Waste Management Fees at real estate settlement 12/13/01 Miscellaneous Property Contribution fran Diane Culbertson for payment of debts 10/02/01 Contribution fran Diane Culbertson for payment of debts 10/12/01 Contribution fran Debra Parson for payment of debts 10/02/01 Contribution from Debra Parson for payment of debts ($5, 900 of this contribution fran deceased' s broth~r, through Debra Parson) $ 213.45 79.40 9.24 433.41 45.30 $ 200.00 200.00 13.33 5,927.50 Page 1 Fiduciary Acquisition Value $ 1,913.80 76,000.00 492.75 780.80 Assets Listed in Inventory (Valued as of date of death) 'IOTAL INVENTORY RECEIPT'S OF PRINCIPAL Estate of Mary A. Spangler As of 5/2/02 Page 2 Fiduciary Acquisition Value $ 6,340.83 $ 85,528.18 ----------- ----------- DISBURSEMENTS OF PRINCIPAL Estate of Mary A. Spangler For Period 09/15/01 Through 5/2/02 Administration Expenses (Prin) 10/10/01 Register of Wills, CUmberland County - letters Testamentary and Short Certificates $ 226.00 75.00 7.00 13.33 72.20 400.00 2,500.00 10/10/01 CUmberland law Journal - advertising letters Testamentary , 10/17/01 Allfirst Bank - estate checks 11/08/01 Debra A. Parson - reimbursement for contribution to estate 11/13/01 News Chronicle - advertising Letters Testamentary 12/13/01 Diane L. Culbertson - reimbursement for contributions to estate 12/13/01 Register of Wills, CUmberland County - PA Inheritance Tax payment at discount 12/13/01 Debra A. Parson - reimbursement for contributions to estate by her and deceased's brother 5,927.50 02/26/02 Register of Wills, Cuuberland County - filing PA Inheritance Tax Return 15.00 02/26/02 Register of Wills, CUmberland County - PA Inheritance Tax balance due 30.79 05/02/02 Register of Wills, CUmberland County - filing Family Settlement Agreement 75.00 05/02/02 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 25.50 05/02/02 Linda K. Klein - notary fee 10.00 Fees and Corrmissions (Prin) 02/26/02 Weigle & Associates, P.C. - attorney fee Page 3 $ 9,377.32 3,959.37 DISBt.JRSEJVlENTS OF PRINCIPAL Estate of MaryA. Spangler For Period 09/15/01 Through 5/2/02 Funeral Expenses (Prin) 10/02/01 Fogelsanger-Bricker Funeral Home Other Expenses (Prin) 09/25/01 Automatic deduction from deceased's Allfirst Bank Checking Acconnt prior to closing for cost of telephone billing 10/02/01 Sprint (this was a duplicate payment, later reflll1ded) 10/02/01 Waste Management 10/10/01 GPU Energy 10/10/01 Ray Cressler Lawn Service 10/10/01 CFJMA 10/10/01 Borough of ShipPensburg 10/24/01 Cumberland County Landfill 10/24/01 Cumberland Valley Neurosurgical Consultants 10/24/01 Sprint 10/24/01 Chambersburg Anesthesia Associates 10/24/01 Chambersburg Hospital 11/08/01 Cumberland County Landfill 11/08/01 CFJMA 11/08/01 GPU Energy 11/08/01 South Central Suvgical Associates 11/12/01 Vapor Jet Janitorial Services 11/19/01 Cumberland Valley EMS 11/19/01 Pulmonary Associates 11/19/01 Cardiovascular Associates $ 57.82 57.82 54.51 299.00 25.00 24.00 37.47 50.00 157.61 24.20 74.40 92.33 30.00 26.00 256.24 52.79 927.50 213.45 200.78 21.60 Page 4 $ 5,101.00 DISBURSEMENTS OF PRINCIPAL Estate of Mary A. Spangler For Period 09/15/01 Through 5/2/02 11/19/01 Peter J. Holdaway, DPM 11/27/01 a.mlberland Valley Neurosurgical Consultants 11/27/01 Waste Management 12/05/01 Franklin Connty Medical Associates 12/05/01 Yogindra S. Balhara, M.D. 12/13/01 Debra A. Parson - reimbursement for expenses paid for fixing up real estate for sale, including paint, supplies, repairs and hired lal::Dr 12/13/01 Real Estate Settlement Expenses (including realtor's comnission $4,560.00; deed preparation $78.00; 1% realty transfer tax $760.00; CFJMA final sewer bill $34.40; and Borough of Shippensburg final water bill $55.98) 12/13/01 Cumberland Valley E7VJS 12/15/01 Expenses of public sale of personal property 12/17/01 GPU Energy 12/22/01 GPU Enevgy 12/28/01 S:b..ipperlsb'rg Health G::l..re Ce..T1ter 01/21/02 Charnbersburg Hospital 02/22/02 Internal Revenue Service - 2001 1040 federal incane tax balance due 'IDTAL DISBURSEMENTS OF PRINCIPAL $ 4.91 78.00 54.31 102.77 15.00 577.20 5,488.38 227.55 141.50 66.80 19.40 684.63 70.50 244.00 Page 5 $ 10,457.47 $ 28,895.16 DISTRIBUTIONS OF PRmCIPAL TO BENEFICIARIES Estate of Mary A. Spangler For Period 09/15/01 Through 5/2/02 Page 6 To: Denise M. Cisney Cash 03/20/02 Cash $ 1/500.00 To: Diane L. Culbertson Cash 03/20/02 Cash 2/500.00 IDTAL DISTRIBUTIONS OF PRlNCIPAL 'ill BENEFICIARIES $ 4/000.00 ----------- ----------- Checking Accounts PRINCIPAL BALANCE ON oHAND Estate of Ma:ry A. Spangler As of 5/2/02 Allfirst Bank Estate Checking Acconnt #09502-8853-8 ' I.ess: Income balance on hand PRINCIPAL BALANCE ON HAND Page 7 CUrrent Value Carrying Value $ 52,633.21 $ 52,633.21 $ 52,633.21 0.19 $ 52,633.21 0.19 $ 52,633.02 $ 52,633.02 ----------- ----------- RECEIPTS OF INCQ'v1E Estate of Mary A. Spangler For Period 09/15/01 Through 5/2/02 Interest Allfirst Bank Checking Acconnt 10/10/01 Allfirst Bank checking account final interest Total Interest 'IDTAL RECEIPTS OF INCCME $ 0.19 Page 8 $ 0.19 $ 0.19 ----------- ----------- PRoroSED DISTRIBUTIONS TO BENEFICIARIES Estate of Mary A. Spangler For Period 09/15/01 Through 5/2/02 To: Debra A. Parson 1/3 Share of Estate ($18,877.74) Cash Total To: Denise M. Cisney 1/3 Share of Estate ($18,877.74) less $1,500.00 prior distribution Cash Total To: Diane L. CUlbertson 1/3 Share of Estate ($18,877.73) less $2,500.00 prior distribution Cash Total TOTAL PROroSED DISTRIBUTIONS TO BENEFICIARIES Page 9 $ 18,877.74 $ 18,877.74 17,377.74 $ 17,377.74 16,377.73 $ 16,377.73 $ 52,633.21 ---------- ----------- DEBRA A. PARSON, Executrix of the Estate of Mary A. Spangler, deceased, hereby declares under oath (penalties of perjury) that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. {1~LLikA/JOl'C Debra A. Parson, Executrix Subscribed and sworn to by DEBRA A. P SON before me this ay of , 2002. (' WEIGLE & ASSOCIATES, RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 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 WEIGLE & PERKINS ASSOCIATES 126 E KING STREET SHIPPENSBURG, PA 17257 ____u__ fold ESTATE INFORMATION: SSN: 168-30-2516 FILE NUMBER: 21 - 2001 - 0868 DECEDENT NAME: SPANGLER MARY A DATE OF PAYMENT: 1 2/ 1 4/2001 POSTMARK DATE: 12/13/2001 COUNTY: CUMBERLAND DATE OF DEATH: 09/15/2001 NO. CD 000641 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,500.00 I I I I I I I I TOTAL AMOUNT PAID: $2,500.00 REMARKS: DEBRA PARSON C/O WEIGLE & PERKINS ASSOC. CHECK# 119 SEAL INITIALS: PB RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS '~E(!;rSTE'R dr-I \\tltLs.:~ 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 WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 ___uu_ fold ESTATE INFORMATION: SSN: 168-30-2516 FILE NUMBER: 2101-0868 DECEDENT NAME: SPANGLER MARY A DA TE OF PAYMENT: 03/06/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/15/2001 NO. CD 000926 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $30.79 I I I I I I I I TOTAL AMOUNT PAID: $30.79 REMARKS: DEBRA A PARSON C/O JERRY A WEIGLE ESQUIRE CHECK#129 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS \ 1,)-9-~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX .02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN Flr}j;:; L....' 0 D '.' . rj tfl \ ../1 _J .LU JERRY A WEIGLE ESQ WEIGLE & ASSOCIATES 126 EKING ST l~.: i SHIPPENSBURG PA 1 ~~57r, 04-22-2002 SPANGLER 09-15-2001 21 01-0868 CUMBERLAND 101 *' REY-1547 EX AFP (01-02) MARY A Allount Rellitted 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:i54j-ix-AFP--((ff:02i--No'fici--oF-'fNHiifiTAiicE-'~fAx-APPRjrisiMENT~--ALi-owAiicE-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SPANGLER MARY A FILE NO. 21 01-0868 ACN 101 DATE 04-22-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 76.000.00 .00 .00 .00 3.187.35 .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 Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 9,566.07 10.457.47 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 79,187.35 20 023 &;4 59,163.81 .00 59,163.81 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. 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 NOTE: .00 59,163.81 .00 .00 X 00 = .00 X 045 = 2,662.37 X 12 = .00 X 15 = .00 (19)= 2,662.37 TAX CREDITS: rAT lenl "... ...... . (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-13-2001 CDOO0641 131.58 2,500.00 03-06-2002 CDOO0926 .00 30.79 TOTAL TAX CREDIT 2,662.37 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.) (J -/ REGISTER OF WILLS, CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name 0 f Decedent: Mary A. Spangler Da te 0 f Death: September 15, 2001 will No. 21-01-0868 AdmiIi. No. 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. Did the personal representative file a final account with the Court? Yes 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 Cerk of the Orphans' Court and may be attached to is Date: Sifi 2. '1- 0 Z- Jerr A. Weigle, Esqui Name (Please type r print) WEIGLE & ASSOCIA~ES,_P.C. 126 East King Street Address Shippensburg, PA 17257 (717) 532-7388 Tel. No. \'1 ':"'oJ ? '" r "OL-_ ........'~...... Capacity: Personal Representative x Counsel for personal representative (MAH:rrnf/AM3) r . tZ, .. REV-1500 EX + (6-00) OFFICIAL USE ClNL Y COMMONWEALTH OF PENNSYLVANIA REV-1500 I 7~ q... 3 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0868 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ler, Mal:y A. 168 30-2516 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 09/15/01 12/30/1937 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 8 3. Remainder Return CHECK r Original Return W Supplemental Return (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) jff.1$J;$j&t@ijMY$tijijQQMP!ii.mjjKit.'QQijijij$ijQ"i:~Qijljb.tit\.t!tfiJijFQijMittM:$.ijQijUilijU~lijjmttt.Qf NAME COMPLETE MAILING ADDRESS COR- Jerry A. Weiqle, Esquire 126 East King Street RE- FIRM NAME (If Applicable) Shippensburg , PA 17257 SPON DENT Weiqle & Associates, P.C. TELEPHONE NUMBER (717) 532-7388 76,000.00 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) N~e-. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) N~~: d 4. Mortgages & Notes Receivable (Schedule D) (4) Nc@1e N 5. Cash, Bank Deposits & Miscellaneous Personal =s: Property (Schedule E) (5) 3,187.35 ~.:, .....-........ 6. Jointly Owned Property (Schedule F) I 0 Separate Billing Requested (6) None U\ RECA- -\J PITULA- 7. Inter-Vivos Transfers & Miscellaneous '._'oJ TION Nohe ;~., \ Non-Probate Property (Schedule G or L) (7) 'I.~' 8. Total Gross Assets (total Lines 1-7) (8) 79,187.35 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 9,566.07 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 10,457.47 11. Total Deductions (total Lines 9 & 10) (11) 20,023.54 12. Net Value of Estate (Line 8 minus Line 11) (12) 59,163.81 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 59,163.81 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15) - TAX 16. Amount of Line 14 taxable at lineal rate 59,163.81 X .0 45 (16) 2,662.37 - COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 TATION 18. Amount of Line 14 taxable at collateral rate 0.00 x.15 (18) 0.00 19. Tax Due (19) 2,662.37 20. 0 1~e.Kij_:'F:*QijtmJSR~ij~ijQAR~NpQfANQ@RPiYMeitltl ............. ......................................'##al$:$.P.aStO:AN$WM:A@~Q~$11~N$.QN.~A4~:~ANp:a~G.B.~~KMAtB.1@()) .;.:.:.;.;.:-:.:-:-:.:-:.:.;.;.;.:.:.:-:.:.;.:.:.:-:.:-:.:.:.;.;.:.;.:.:-:.:.:............. :::::::::::::;:::::::::::::::::::::;:::::::::::.:.:.",........... . .............................. o PA1S001 Copyright 2000 Greatland/Nelco LP - Forms Software Only NTF 29755 , Estate of: Mary A. Spangler SUMMARY OF ALlOCATIONS 10 BENEFICIARIES Taxable at lineal rate Debra A. Parson Denise M. Cisney Diane L. Culbertson 19,721. 27 19, 721. 27 19, 721. 27 59,163.81 21-2001-0868 PA REV-1500 EX (6-00) Page 2 Decedent's ComDlete Address: STREET ADDRESS 109 willow Drive CITY I STATE !ZIP 8hi 'lTQ PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 2,662.37 2,500.00 131. 58 Total Credits (A + 8 + C) (2) 2,631.58 3. Interest/Penalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 30.79 (5A) 0.00 (58) 30.79 Total Interest/Penalty (D + 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. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. H"-1a~ElH<:he(;~HP.Ily.C1ble t():Rf:~I~TE.f.l ()~~ILLl)' A.~E.NT 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under 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 ttian the personal representative is based on information of which preparer has any knowledqe. SIG T RE OF PERSON ESPONSI8LE FOR FILING RETURN DATE 2.- -(J Yes No ~ I 8 ~ ~ ESENTATIVE 7- , PA 17257 on on or spouse [72 P.S. 9 9116 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1)(ii)). The statute dnes not exempt a transfer to a surviving spouse from taxI and the statutory requirements for disclosure of assets and filing a tax return are still applicable even it the surviving spouse is the only beneficiary. For dates of death on or after Juiy 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, ora stepparent of the child is 0% [72 P.S.!i9116(a)(1.2J]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. 99116(1.2) [72 P.S.!i9116(a)(1)]. The tax rate imposed on the net value of transfers to orlor the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood oradoption. o PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: Ma:ry A. Spangler 21-2001-0868 The following person(s) are signing the return as representative (s) of the estate: Debra A. Parson 800 Baltirrore Road Shippensburg, PA 17257 REV-1'502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary A. Spangler SCHEDULE A REAL ESTATE FILE NUMBER 21-2001-0868 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 1 109 willow Drive, ShippensbUI:g, Southampton Township, CUmberland County, PA- sold 12/13/01 76,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 76,000.00 7 CPA21 NTF 10904 Copyright Forms Software Only, 1997 Nelco, Inc. . A. Settlement Statement U.S. Department of Housing and Urban Development ~ ,r OMB Approval No. 2502-0265 B. Type of Loan O 0 0 '16. File Number \7, Loan Number 1. FHA 2. FmHA 3. Conv. Unins. 4. 0 VA 5. 0 Conv. Ins. \ .\ C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o. c.)" were paid outside closing; they are shown here for informational purposes and not included in the totals: Mortgage Insurance Case Number I H. Settlement Age~I' IJoel R. Zullin~e~,.~s.'l'. i Place of Settlement I 120 East Surd Street ! Shippensburg '[F.'Name and Address of Lender I i INONE I J D. Name and Address of Borrower E. Name and Address of Seller Isabel H. Cauffman 1421 Philadelphia Avenue Chambersburg, PA Estate of Mary Spangler 109 Willow Drive Shippensburg, PA G. Property location I. Settlement Date 109 Willow Drive Shippensburg, PA PA 17257 12/15/2001 Adjul;tments for items paidby seller ina(\vance 106. City!tClWn taxes. to 107. Coul1tytaxes 12/1 4/200tb 12/31/200 I 108. Assessments 12/14/200tb 06/30/2002 K. Summary of S..en~r'sTra~saction .' .. .400. (irossArn()llllt Due.!oSelll!r., ....,. 7?,000.00 401. Contracts<.llesprice ..h_"'_' .... 402. Personal property .. ,4.25.50 403, .\V~~te Managel:'1~nt,prEr~~~~t!t.rll~/g.2_. 45.30 404. 405. , Adj ustrneTlts for itelT\s Pllid byse..l~llri-".lltlva_nc.e 406. Cityltownta~es to 9.24 407. County taxes 12/14hOOtb 12/31/2001 433.41 408, Assessments 12/14/200tb 06730/2002 J. Summary of Borrower's Transaction 100. Gross Amount DueFromBorrower 101. Contract sales price 102,.. f'ersonal flroperty 103. Settlement charges to borrower (line 1400) 104, Waste Management~pr()rated thru 2/02 105. ,}~,9QO.o.o 45.30 9.24 -_.._~ '. ..- .. ... ,....... 433.41 109. 110. 111. 112. 10 to to to 409. 410. 411. 412. to to to to 77,913.45 420. Gross Amount Due To Seller 500..Reclllction!llll~rn()lln!.!>!Il!,Io,S.el!l!r.> ... '.m'mU ... .. ..1,0~0.go 501. Excess d.eposit(see>if1.struc~i()ns) 502. Settlement chargesto seller (line. 140,0) .. 503,Exi~tin9'oan(!l) ~aken!lll!>jec! to. .... . 504. Payoff of firllt mortgage loan 505, Payoff oLsecond1l10rtgage.lo,an, ."...... ... ~.. ... _ . 506. 507. 508. 509. . Adjustments f()riterns.unp~idbY!lelll!r ... ..' .. .,_ 510. City/town taxes to 511. County taxes. to 512. Assessments to 76,487.95 120. Gross Amount Due From Borrower 200~Arnounts Paid By Orin BehalfOfB()rr()wer, 201. DeflOsitor earnest money 202. Principal amount of new loan(s) 203. Existingloan(s) taken subjectto 204. 205. 206. 207. 208. 209. '.1' . I ...1 .1 I I I I 5,488.38 Adjustments. for items unpaid by seller . 210. City/town taxes to 211. Gounty taxes to 212. Assessments to ) 213. to 214. to 215. to 216. to 217. to 218. to 219. to 513. to 514. to 515. to 516. to 517, to 518. to 519. to 303. Cash IZl From o To Borrower n..\,.. . .-,_.-,---.." ..!( i 1,000.00 520. Total Reduction Amount Due Seller 600. Cash At Settlement To/From Seller . - ....___ . ._.. _... .... _.__." __n.___...____'____ "'. _'_' 77,913.45 601'__13r()ssl3mountdlJet()seller(I!f\e~20) ......_ ...I,QO__~:~O) 602,. Less reduc:t!0f1sil1arn\:~ulls,ell.e~(line..,539L_.,_.. 5,488.38 220. Total Paid By/For Borrower 300. Cash At Settlement From/To Borrower -." . .- --- 76,913.45 603. Cash (g] To o From Seller - .. -,' -'" . ---- ...--..... 76,487.95 ~"~~'~'~~) 70,999.57 301. Grossl\m()unt due from borrower (line 120) 302:.lf~ss amountpi!.id by/forborr()\Ner (line.. 220) .. The undersigned hereby acknowledge the receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. I HAVE CAREFULLY REVIEWED THE HUD-l SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS NSACTION. I FURTHER CERTIFY THAT I HAVE ::::~:;C~UDil~~;= SELLER=~.OYL,_ BORROWER SELLER TO THE BEST OF MY. KNOWLEDGE, THE HU -1 SETTLEME J STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS WHICH WERE E'CEI ED AND H~~E WILL URSED BY THE UNDERSIGNED AS A PART OF THE SETTLEMENT OF THIS TRANSACTION. HUD-1 (3-86) RESPA, HB 4305.2 .L. Settlement Charges 700, TotaISales/Broker's Commission based on price $ .. Division of Com mission (line 700) as follows: 76,000.00 @ 6.00 %= 4,560.001 I L \ Paid From Borrower's Funds At Settlement Paid From Seller's Funds At Settlement 701. $ 702. $ 703. Commission paid at Settlement 704. 800, Items Payable In ConnectionVVith Loan 801. Loan OriginationFee 802. Loan Discount to Sailhamer Real Estate . to 4,560.00 % j' % 803. Appraisal Fee to 804, Credit Report to 805. . Lender's Inspection Fee 806....Mortgage Insurance Application fee to 807. Assumption Fee 808. 809. 810. 811. 900. Items Required By Lender To Be Paid In Advance 901. Interest from to @$ 902. . Mortgage InsurancePremiumfor 903. Hazard Insurance Premium for 904. 905. 1000. Res.erves Deposited With Lender 1001. Hazard insurance /day months to years to years to .... ]' -1.--.. '1 n "y'- I 1002. Mortgage insurance 1003. City property taxes 1004. County property taxes 1005. Annual assessments 1006. 1007. 1008. 1! DO,. Title Charges 1101. . Settlementorclosing fee 1102. AbstractortiUe search... 1103. Title examination 1104. Title insurance binder 1105.. Documel1tpreparation.. 1106,. Notary fees 1107. . Attorney's fees (Includes above items numbers: 1108. Tille insurance (Includes above items numbers: 1109. Lender's coverage 1110. Owner'scoverage 1111. 1112. 1113. 1200. Government Recording and Transfer Charges 1201. Recording fee~: Deed $ .. .. 25.50 1202, City/countytax/stamps: Deed $ 1203. State tax/stamps: Deed $ 1204. 1205. months@$ months@$ months@$ months@$ months@$ .. months@$ months@$ permonth . per month per month per month .. . per. month . permonth per month I i I to to to Joel R. ZuJli~ger,EsCj. to to Joel I( Zu\ling;~r,.E:sq. ... to cash to 'JoeIR.' Ztillinger;Esq.IJerrY_\\'etgle!$sq.... 385.00 100.00 100.00 3.00 75.00 L to Joel R. ZuIlil1ger, i\gent ) $ $ 1_ .. J -.\ ; Mortgage $ 760.00 ;Mortgage ; Mortgage ; Re.leases $ l .1 \ $ $ 25.50 760.00 760.00 1300.. Additional Settlement Charges 1301. Survey to 1302. Pest inspection to Chamberlin Pest Control 1303. CFJMA, final sewer 1304.Borough of Shippensburg, ~nal water 1305. ,. I 55.00 34.40 55.98 1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section Kl 1,425.50 5,488.38 The undersigned hereby acknowledge the receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. . I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF. IT IS A TRUE AND ACCURATE STATEMENT OF. ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS ANSACTION. I FURTj2E CERTIFY THAT I HAVE RECEIVED A COPY OF THE HUD-1 SETTLEMENT STATEMENT. BORROWER ~ t'L.tL.. )4, ~~ SELLER ~ BORROWER SELLER TO THE BEST OF MY KNOWLEDGE, THE HUD-1 SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS WHICH ~D 2?~E:2"LL B I URSED BY THE UNDERSIGNED AS A PART OF THE SETTLEMENT OF THIS TRANSACTION. WARNING: IT IS A CRIME TO KNOWaAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010. Public Reporting Burden for this collection of information is estimated to average 0.25 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden. to the Reports Management Officer, Office of Information Policies and Systems, U.S. Department of Housing and Urban Development, Washington, D.C. 20410-3600; and to the Office of Management and Budget, Paperwork Reduction Project (2502-0265), Washington, D.C. 20503 U.S. GOVERNMENT PRINnNG OffiCE: 19190.944-245 REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Mary A. Spangler 21-2001-0868 Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Allfirst Bank Checking Account #0097532185 1,913.34 Interest on al::ove item accrued as of decedent's death 0.46 2 Proceeds of Public Sale 12/15/01 492.75 3 Blue Cross/Blue Shield - benefit 10/25/01 213.45 4 Sprint - refund at cancellation 11/09/01 5 Proration of County Tax at real estate settlement 12/13/01 79.40 9.24 6 Proration of School Tax at real estate settlement 12/13/01 433.41 7 Proration of Waste IVIanagement Fees at real estate settlement 12/13/01 45.30 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,187.35 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco,lnc. - - .J30103:14p ALLFIRST CIS 3029342955 AJlfirst Financial Center N.A. PO Box 900 Millboro, DE 19966 i 0., October 3,2001 Weigle, Perkins & Associates Attorneys At Law 126 East King Street Shippensburg, PA 17257-1397 Re: Estate of Marv A. Soangler Social Securitv: 168-30-2516 Date of Death: Seotember 15, 2001 Dear Sir or Madam: p.2 allfirst Per your inquiry dated September 20, 200 I please be advised that at the time of deatJl, the above-named decedent had on deposit with this bank the following: I. Type of Account Relationship Checking WI/nterest Account Number 0097532185 Ownership (Names oj) Mary A. Spangler, Owner Stanley M Spangler, DEeD Debra A. Parson, POA Opening Date 01128180 Balance on Date of Death $1,913.34 Accrued Interest $ .46 Total --'$rijjT8iF~ This ietter does not include any accounts in which the deceased may have been listed as Po..er of Al/omey, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Wrillen Agreement. For further account information, closures and/or reimbursement of funds refer to beiow branch: SHIPPENSBURG OFFICE 35-39 EAST KING STREET SHIPPENSBURG, PA 17257 717-532-4132 :l~ . Sue Kimble Assistant I Cis SeNices, (302) 934-2909 I- W ..J ~ <1: <1: ~ :E a: >1-0 WZ:x: Z::>I- 00- :EO;: ........O~ ~<1:Z Z en - 0 ~ ..J @ 0 :x: o "'- :r-: -.0 u":J 00 ..... M.... t'"~ ..... o :;:: in 000 ..... ..... ,.J C"~ t""J ..... u":J ...... "'- ...... Qo. -<r r-.. ~ C".J ,..j I..:l Oz t""J ....... ...-. ;.:::: U -0 W r-.. ::c .....u .:r.a::: 1.1..._ <I: ....... +' ~ ~ ~ 16 tV ~j 6066-Vev it:-S8 OOi)ld <!l z ~ () W J: () ::E ~ u.. I- OJ W C N <( en <( en en w () o c: a.. w en ::l ...J <( Z c: W I- ~ .. - r1'I 0' J ... o o D ... ' o U1 "~ (1;~ JJe tJ ~A-- /}t I j-,cStJc/) .,c/ t' fK!rl i 5o.e ./3HL.-r>"1~~G {Cd sill I jl C-,.J ~g~ '! jJ /}- FINAL SETTLEMENT SEllER NAME "Fn..'YI'-(f Ji- g ;J 4-1' J..~,e ADDRESS I 0 9 w / '-~ f!) W 'R ( t/ r;;:- 5;; il're"v..s ACt 11' .??f. lOCATION OF SALE SH J?,j ;::-l.)-f~7-/(c/U/l--dS -- -;;R/2 ' ilCYI . ~5( . . t? / DATE OF SALE / ;Z ~/ ...r ~ S'j'tJ -/.)./ e fP. / 7~s 7 PHONE ZIP AUCTIONEER 5e/W, PHONE .>.3.:2. -~ 6. y - - PROFESSIONAL FEES 10 OJ AUCTIONEER It) $ 49,00 CASH $ CHECKS $ OTHER RECEIPTS $ $ $ $ $ $ $ $ $ TOTAL RECEIPTS $ if92,7S LESS TOTAL EXPENSES $ / t./ I . >0 CLERK $ CASHIER $ OTHER EXPENSES 13~ ~:f., A VWK-r: i.vM' 6~ ~, fiLI1! $ S7,S-O $ ~ t!J, 00 --- $ $ /!.80 $ $ $ $ $ $ I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds from the auction of my goods and property sold on the above date. I accept all responsibility for providing merch table title to all goods, and property sold, and for delivery of title to the purchaser. xf1~<<,1b/,J)0/l- Date (;;;--d&i---O( (Seller's Signature) , 0/dv~ A~eer or Cashier's Signature I ;;J./!J 0 l Date / . , (Seller's Signature) Date SELLER'S COpy REV-1511EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary A. Spangler SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-0868 Debts of decedent must be reported on Schedule I. ITEM NO. A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1 Fogelsanger-Bricker Funeral Home 5,101. 00 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 0.00 Zip Year(s) Commission Paid: 2. 3. Attorney Fees Name: Weigle & Associates, P. c. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 3,959.37 0.00 City Relationship of Claimant to Decedent State Zip 4. Probate Fees 0.00 5. Accou ntant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total from continuation page (s) 505.70 7 CPA11 NTF10911 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9,566.07 Estate of: Mary A. Spangler Item No. SCBEDUlE H, PART B -- Administrative Costs Description 7 Register of Wills, CUmberland County - letters Testamentary and Short Certificates 8 Register of Wills, CUmberland County - filing PA Inheritance Tax Return 9 Register of Wills, CUmberland County - filing Family Settlement Agreement 10 News Chronicle - advertising letters Testamentary 11 CUmberland law Journal - advertising letters Testamentary 12 Weigle & Associates, P. C. - reimbursement for postage, xerox copies, and long distance telephone calls 13 Linda K. Klein - notary fee 14 Allfirst Bank - estate checks 'IOI'AL. (Carry forward to ma.in schedule) . . . . . . Page 2 21-2001-0868 Arrount 226.00 15.00 75.00 72.20 75.00 25.50 10.00 7.00 505.70 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary A. Spangler Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2001-0868 DESCRIPTION AMOUNT 1 Automatic deduction from deceased's Allfirst Bank Checking Account prior to closing for cost of telephone billing 57.82 2 Sprint (this was a duplicate payment, later refunded) 57.82 3 Waste Management 54.51 4 GPU Energy 299.00 5 Ray Cressler lawn Service 25.00 6 CFJMA 24.00 7 Borough of Shippensburg 37.4 7 8 Cumberland County landfill 50.00 9 Cumberland Valley Neurosurgical Consultants 157.61 10 Sprint 24.20 11 Chambersburg Anesthesia Associates 74.40 12 Chambersburg Hospital 92.33 13 Cumberland County landfill 30.00 14 CFJMA 26.00 15 GPU Energy 256.24 16 South Central Surgical Associates 52.79 17 Vapor Jet Janitorial Services 927.50 18 Cumberland Valley EMS 213.45 19 Pulmonary Associates 200.78 20 Cardiovascular Associates 21.60 21 Peter J. Holdaway, DPM 4.91 22 Cumberland Valley Neurosurgical Consultants 78.00 Total fran continuation paqe (s) 7,692.04 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10,457.47 Copyright Forms Software Only, 1997 Nelco, Inc. Estate of: Mary A. Spangler SCBEDULE I -- Debts of Decedent, MJrtgage Liabilities and Liens Item No. Description 23 Waste Management 24 Debra A. Parson - reimbursement for expenses paid for fixing up real estate for sale, including paint, supplies, repairs and hired labor 25 Franklin County Medical Associates 26 Yogindra S. Balhara, M.D. 27 Real Estate Settlement Expenses (including realtor's commission $4,560.00; deed preparation $78.00; 1% realty transfer tax $760.00; CFJMA final sewer bill $34.40; and Borough of Shippensburg final water bill $55.98) 28 Cumberland Valley EMS 29 GPU Energy 30 Expenses of public sale of personal property 31 GPU Energy 32 Shippensburg Health Care Center 33 Chambersburg Hospital 34 Internal Revenue Service - 2001 1040 federal incane tax balance due TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21-2001-0868 AIrount 54.31 577.20 102.77 15.00 5,488.38 227.55 66.80 141.50 19.40 684.63 70.50 244.00 7,692.04 REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Mar,T A. ler No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Debra A. Parson 800 Baltirrore Road Shippensburg, PA 17257 2 Denise M. Cisney 1466 Woods Road, IDt 3 Shippensburg, PA 17257 3 Diane L. Culbertson 646 North Ripley Street Alexandria, VA 22304 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter Daughter 21 2001 0868 AMOUNT OR SHARE OF ESTATE 19, 721. 27 19, 721. 27 19, 721. 27 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) 0.00 lAST \-. 'Ill.. AND TESTk'1ENT I, NARY A. SPANGLER, of 109 Willow Drive, Mmmtain Vie\-l, Southampton Township, Shipppensburg, Cumberland County, Pennsylvania, being of suunu mind, IIHOOry and disposition, do hereby make, publish and declare this Irr/ lAist \hll and Testmrent, hereby revoking and making void all wills by Ire at any tm' 1 \el"etofore made. FIRST. I order and direct the payrrent of all my just debts ;:md funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever cmd wheresoever situate, to my husband, STANli..l' H. SPANGLER. In the event that the said Stanley M. Spangler should predecease me or is not living on the sixtieth (60th) day following my death, I then give, devise and bequeath my said estate, in equal shares, to my daughters, DEBRA A. PARSON, DENISE N. CISNEY, and DIANE L. SPANGLER. In the further event that any of IrrJ said daughters should predecease Ire or is not living on the sixtieth (60th) day following my death, I then give, devise and bequeath said deceased daughter I s share in equal shares to my surviving daughters. THIRD. I nominate, constitute and appoint my daughter, DEB1~ A. PARSON, of 1570 Molly Pitcher Highway, Shippensburg, Pennsylvania, to be the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties of Executrix, I then nominate, constitute and appoint my husband, STANlEY M. SPANGLEP" to be the Executor of this my Last Will and Testament. FIFlli. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. '777 fiA:tq, Jj, (1)I/~L/(SFAL) MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA. 172S7 , . IN \-lIlNESS WHEREOF, I, tl"JARY A. SPANGLER, have hereunto set my hand and seal to this my Last Will and Test~nt, written on two pages, the identification only, this 15 day of Jet 1."Lrif-;f/; 199:. '~/ I.' / , /I,f.- ( C / _I" le-f.-' ~I/ /~ ! / first page signed for / _ ..~ /:t.<. J i/- f ' -Y'" , ( SEAL) This instrument was by the Testatrix, MARY A. SPANGLER, on the date hereof, signed, published and declared by her to be her Last Will and Testarrent, in our presence, who at her request and in her presence and in the presence of each other, we believing her to be of sonnd and disposing mind and memory, have hereunto subscribed our names as witnesses. ~j!'f'(1L1 / ' / {.- " ~<~(nj'~ , l1tUt~ ,;( if tt1td.. . . /1 /1 oj ') -L.- ,..-. . - .. .. . -- .. . - -~- . . roM)NWFALTII OF PENNSYLVANIA 55. COUNrY OF CUMBERlAND I, HARY A. SPANGlER, the Testatrix whose ru:rrne is sib'11ed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I sibrned and executed the instrument as my Last Will; that I siL'Tled it willingly; and that I signed it as my free and voluntary act for the purposes therein e2<.1Jressed. l);'lO p--\/- (r I I , I I'~ ,'j )Ioj~/ A' '\1 Sworn or affinred to and acknowledged before}!f by HAI)~~. SPANGlER, the Testatrix, this (C;\(,-~ day of iJa'VlM..(/~ ' 92. ,t\ l\ ' q, lU,LM, NOTARIALSE L Jeny A. Wei:lle. Notary Public Shippensburg, PA C~mber1and County My Commission Explras July 31.1994 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA, 172S7 ~ 1 .~ . CXIv1l.vUNWFALTH OF PENNSYLVANIA SS. mUNTY OF CUHBERLAND -I ~ "-JI' /} . We, IT ('fer,!;} y 1 _IYj and the witnesses whose names are Signed to ~. 6(" ,I ,It / /"'1 ) /" . '( , i ~1 I ~;' .' .' , '. / the foregoiflb instmnt, being duly qualified according to law, do depose and say that we \'iere present and saw MARY A. SPANGLER, Testatrix, sign and execute the instrument &s her Last Will; that she purposes therein expressed; signed willingly and that she executed it as her free and vohllltary act for the that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or rrore years of age <md of smmd mind and under no constraint or undue influence. G--r~O:;;A!AL SEAL Jerty A. We\~le. NotalY Public ~~;7~~.~bl~~:~~:~~~~~1~: -_....-.....--~ ~ ,'. 1!f(-' /7 (I /~. i/kr= ,) ,) ,I >'l.,'1'~/L /i .,/ ,A/{ t2~,Vf,~ .'-;.( MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA. 172S7