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Home My WebLink About01-0922 ~ /-C)/- 9,:J;:U Drier & Dieter Law Offices 227 Allegheny Street Jersey Shore, Pennsylvania 17740 (570) 398-2020 Telephone (570) 398-7060 Fax Marc S. Drier, Esquire Denise L. Dieter, Esquire October 4,2001 Cumberland County Courthouse ATTN: ANN One Courthouse Square Carlisle, PA 17013-3387 RE: ESTATE OF DONALD R. SPIECE Dear Ann: Enclosed please find a Petition for Grant of Letters, Original Will, Original Death Certificate, Estate Information Sheet on the above referenced Estate, and a check to process Probate. If you have any questions or need any further information please feel free to contact our office. Thank you. z~' . U /7Z----c1.l.-L Angie MLaubscher Legal Assistant to Denise L. Dieter, Esquire aal: enclosure( s) cc: Keith C. Mark, Sr. Register of Wills of aJMBERLAND County, Pennsylvania PETITION FOR GRANT OF LETTERS Dcna.Jci Q. SPI Lt-~ Estate of No. 21-01-922 also known as . Deceased Social Security No. I Of ~- '5L,-1 q ,,"=-5 7- Petitioner{sl, who is/are 18 yearl of age or older, lIPPly(iel) lor: (COMPLETE 'A' OR '8' BELOW:) ts A. Probate and Grant of Letters Testamentary and aver lhat Petitioner(s) is/are the execut ~named in the last Will of the Decedent, dated "3 - I '=S - q ~.... and codicil(s) dated Sl.Ie NIevMl drQItnl~, e.g.. _uncl8llon, dMlh 01 eXeaJ\Of, lIIC. Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: o B. Grant of Letters of Administration (d.b.n.c.I.L; pencMme lite; durante lbHnlia; durante ninorlele Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I Decedent, then 5lp Decedent at death owned property with estimated values as follows: (If domiciled in PAl AI personal property $ u...ntL.. 10. c::J<::;O. 00 (If not domiciled in PAl Personal property in Pennsylvania $ (If not domiciled in PAl Personal property in County $ Value of real eslal8 in Pennsylvania $ situated as follows: 5Lt7 }.-b\lle'Y.......=> LtLkLtbr:.( \rr\UhlLflle~bu-r-5 Pf\ libSb Wherefore, Petitioner(s) respectfully request(s) the probal8 of the last Will and Codicil(s) presented with this Petition and the grant of letters in the approprial8 form to the undersigned: Fonn .RW-1 Page 1 of 2 Prepared by the PennlylvlII1ia Bar Association 1991 /7-/c;:;. -~ Oath of Personal Representative Commonwealth of Pennt$Ylvanla County of \\J{ n trtIJH\ a The Petitlone$)' ~~~~named swear(s) or afflrm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly ad . ster the ~ate according !O law. . /~.~JL.n1Cv/LJ~. Sworn to or affl rmed and subscnbed ..fUIl'1 :3 day of 'tt d.-OO / No. 21-01-922 Estate of~X\aj ct '~. S0' Ill! L Deceased Social Security NO:-1.9 3:~lo' iq b 2.. Date of Death: C' q - \ G'- 0 I AND NOW, OCTOBER 8 , ~2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 Of Administration db.R.C.La.; pendente Iile; duranle aballl1lia; durante rTllRoritale are hereby granted to Kp\'~ c mClil Sr. in the above estate and that the instrument(s) dated March 13, 1996 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ..................... $ L\-D. t() Short Certificate(s)).o $ :~('). 00 Renunciation ............ $ Affidavits ( ).. .. .... ..... $ Extra Pages ( ) ......... $~ L.. DO Codicil...................... $ $ .5. LX:') JCP Fee ................... Inventory .................. $ Other ....................... $ TOTAL ............. $ 87.00 Form tRW.1 Page 2 of 2 Prepared by !he Pennsylvania Bar Association 1991 '>p~/7A?~w~.t-<(,Ik ,ryH'l Ragl ofWils Attorney: Dtn ,--<-)12.. L.J) if}] r LD. Ho:f fL: 1 Cj Add 'OJ' ~ ~;le~~ni ~+raf \\ t[~C, 10 f / '. - l1- I ., 4-0 Telephone: 5 ()-3q'Z - U LO WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 . .,. t' ... 21-01-922 LAST WILL AND TESTAMENT I, DONALD R. SPIECE, of the Township of Silver Spring, County of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. I further authorize my personal representative to expend funds from my Estate in such amounts as my personal representative shall consider appropriate, for the . disposition and memorial of my remains. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my wife, GLORIA S. SPIECE, absolutely and in fee simple, if she survives me and if she is not receiving any form of public assistance at my date of death. THIRD. For the purposes of this my Last Will and Testament, a person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. FOURTH. If my wife, GLORIA S. SPIECE, should fail to survive me or should be receiving any form of public assistance at my date of death, I give, devise and bequeath all of the said ~ to r' residue of my Estate unto my sister, CLARA MAE RIMMEY, and my stepson, KEITH C. MARK, SR., absolutely and in fee simple, in equal shares. If either of them should fail to survive me, I give, devise and bequeath his or her share unto his or her issue, absolutely and in fee simple, in equal shares, by representation and not per capita. If either of them should fail to survive me and fail to leave issue to survive me, I give, devise and bequeath his or her share to the one of them who shall survive me, absolutely and in fee simple. FIFTH. I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express 1 intention that all inheritance taxes imposed as a result of my death be paid from the residue of my Estate whether or not the property passes under my Last Will and Testament. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. SIXTH. Any and all decisions, determinations or actions made or taken by a personal representative or Trustee hereunder, if made in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 fiduciary acting under this my Last will and Testament shall be -2- WAYNE F. SHADE A Itorney at Law 53 West POI11fret Street Carlisle, Pennsylvania \7013 ? ,. liable for any error in judgment or for any depreciation or reduction in value of any Estate or Trust assets at anytime, in the absence of willful default. LASTLY. I nominate, constitute and appoint my stepson, KEITH C. MARK, SR., to be the Executor of this my Last Will and Testament, but if, for any reason, he should fail to qualify as such Executor or decline or cease so to serve, I nominate, constitute and appoint my sister, CLARA MAE RIMMEY, to be the Executrix hereof, each to serve without bond. IN WITNESS WHEREOF, I, DONALD R. SPIECE, have hereunto set my hand and seal to this my Last will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature, this 13th day of March , A.D. One Thousand Nine Hundred Ninety-Six (1996). b-~ ~..,~ Donald R. Spiec (SEAL) The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by DONALD R. SPIECE, the Testator therein named, as his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. tV~ r~ /~~ -3- WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Acknowledgment COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND I, DONALD R. SPIECE, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by DONALD R. SPIECE, this 13th day of March , 1996. ~ ..l>-..,.. "J) g ~. Donald R. Sple e ~ .~~ Notary pu~c Notarial Seal Connie J. Tritt. Notary Public Car/is!e. Cumberland County i My Commission Expires Oct. 5. 19!6 -4- WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, PelUlsylvania nOI3 .. . ~ ,. Affidavit COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND We, Wayne F. Shade and Susan O'Hara , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and iTestament; that the Testator signed willingly and executed it as Ihis free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that, to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn Wayne F. Ithis 13th i to or affirmed and subscribed to before me by Shade and Susan O'Hara , witnesses, day of March , 1996. w~r~ ~L1L- / I ~ 1 ~ - /'~ Notary pu~~ Notarial Seal Connie J. Tritt. Notary Public Carlisle. Cumberland County My Commission Expires Oct. 5. 19!6 -5- , . OFFICE OF PROBATE CUMBERLAND STATE PENNSYLVANIA COUNTY PROBATE COURT DEPARTMENT IN MATTER OF PROBATE DOCKET NO. 21-01-922 COUNTY CLERKlPROBA TE COURT NO. NUMBER OBTAINED FROM RESIDENT COUNTY, CUMBERLAND STYLE OF ESTATE: Donald R.Spiece Deceased SWORN STATEMENT SUPPORTING CLAIM AGAINST ESTATE I, PeQQV Russell , hereinafter called Affiant, do solemnly swear that the foregoing and attached Claim against the above-numbered and served Estate, amounting to the sum of Eight Thousand Four Hundred TwentyTwo 37/100 DOllars($8,422.37) is a just claim, and that all legal offsets, payments and credits known to Affiant have been allowed and that the sum herein claimed justify due. Chase Account Number(s) 4029 3600 1175 5334 Account(s) is/are revolving, unsecured line(s) of credit. ~.:~u~ attan Bank USA, NA . DIANA Ie. OUVAS NaDf N:IIc - ArtzDna ~ Ccu1I1 ." MyComm.&pJresJan4ZD5 Affiant - Represe P.O. Box 52188 Phoenix, AZ 85072-2188 (800) 352-3234 NOTARY PUBLIC'S SIGNATURE AND SEAL Sworn to and subscribed before me on /t). d!!?o ,2001 4)/?~ /f ~/at/ PROOF OF SERVICE The undersigned has this day delivered or mailed a true copy of this claim ( ~by U.S. Mail or _by registered mail, return receipt attached) together with a true copy of each written instrument upon which the claim is predicated to the legal representative of the estate and to his attorney of record, Keith C. Mark. c/o Denise Dieter. Attorney at Law. 227 Alleqheny St. Jerseyshore, PA 17740 ~~Q '- ~mant/Affiant Dated October ~2001 APPROVAL OR DENIAL OF CLAIM The within Claim for $ 20 , and was denied / allowed on numbered and styled Estate. was presented to me on , ,2001 as a claim against the above- Title NOTARY PUBLIC'S SIGNATURE AND SEAL Sworn to and subscribed before me on , 2001 ) . Page: 1 Please indicate Name, or address Telephone changes Home ( ) Work ( ,--- ~ ACCOUNT NUMBER PAYMENT i PAST DUE MIMINUM NEW AMOUNT OF I DUE DATE I AMOUNT PAYMENT BALANCE PAYMENT ENCLOSED ---J 4029 3600 1175 5334 10/09/2~01 I .00 168.00 8422.37 $ - 4280 3600 AF 1 7 09 DONALD R SPIECE, GLORIA S SPIECE 56 HONEY SOCKLE DR MECHANICSBURG PA 17050-3167 ACCOUNT NUMBER CREDIT LINE CREDIT AVAILABLE : . DAYS IN BILLING CYCLEI BILL DATE PAYMENT DUE DATE MINIMUM PAYMENT DUE 4029 3600 1175 5334 8600 -.-L- 17"J 31 09/14/2001 I 10/09/2001 i 16a~l ~OUNT I ] 23.90 11.00 170.00- 16.05 78.3g OF POST REFERENCE NUMBER DESCRIPTION OF TRANSACTIONS 0816 0901 0906 0909 0911 0816 0901 0906 0909 0911 244450075A44DMBLJ 24225817PF7814G7M 74225817T09FNFDSV 24164077XBK558AGT 2432301803Q2MPA9J GIANT FOOD STORES #5 MECHANICSBURG PA AMERICAN BANKERS AD&D 800-603-6251 FL PAYMENT THANK YOO BP OIL 44694743 SELMA NC ECONO LODGE DUNN DUNN NC CHASE IS A PROUD SPONSOR OF THE 2001 HISPANIC HERITAGE AWARDS. ENROLL IN CHASE PAYMENT PROTECTOR PLAN TODAY. THE PLAN THAT HELPS PROTECT YOUR CREDIT RATING. NOW WHEN YOU ACCESS YOUR ACCOUNT ONLINE, YOU CAN ALSO PAY YOUR CHASE CREDIT CARD BILL FOR FREE! REGISTER TODAY AT WWW.CHASE.COM/CARDS I * * * FINANCE CHARGE CURRENT PURCHASE I 99.20 PREVIOUS NEW PURCHASES I DEBIT FINANCE OVERLINE NEW BALANCE PAYMENTS AND ADVANCES I ADJUSTMENTS CHARGE AMOUNT BALANCE I I 8363.84 170.00 .00 129.33 I .00 99.20 .00 8422.37 L AN AMOUNT FOLLOWED BY A MINUS SIGN(-) IS A CREDIT OR A CREDIT BALANCE UNLESS OTHERWISE INDICATED YOU MAY AVOID ADDITIONAL FINANCE CHARGES ON PURCHASES IF YOU PAY THIS AMOUNT BY THE DUE DATE ITYPES OF CRED..IT TO ~ICH RATES APPLY PURCHASES ------ ~------ ADVANCES FINANCE CHARGE BALANCES .-. 8403.82 -. .~._--- -... - --.-l DAILY I NOMINAL ANNUAL I ANNUAL PERIODIc: ~'l'!.._!'~~CENTAGE RATES ! PE~c:.EN'l'A,r;E RAT~S : .03808 % 13.90 % 1-3.90 % -- - _._~----._- .04945 % 18.05 % % $ 8422.37 SEND INQUIRIES TO PO BOX 15919 WILMINGTON DE 19850-5919 IF YOU TELEPHONE YOUR INQUIRY, YOU DO NOT PRESERVE YOUR RIGHTS UNDER FEDERAL LAW. CUSTOMER SERVICE TELEPHONE NUMBER'S: 800-441-7681, 800-545-0464 TO REPORT LOST/STOLEN CARDS, TOLL FREE 800-441-7681 ANYTIME FROM ALL 50 STATES, PUERTO RICO, AND THE U.S. VIRGIN ISLANDS. OUT OF AREA TELEX NUMBER: 682-2101. YOU ARE NOT REQUIRED TO PAY ANY SPECIFIC AMOUNT YOU HAVE PROPERLY REPORTED TO US AS DISPUTED PENDING OUR COMPLIANCE WITH APPLICABLE LAW. WELTMAN, WEINBERG & REIS Co., LP.A. ATTORNEYS AT LAW 323 W. Lakeside Avenue, Suite 200 Cleveland, Ohio 44113-1099 216.685.1000 COLUMBUS 614.228.7272 www.weltman.com CINCINNATI 513.723.2200 PITTSBURGH 412.434.7955 DETROIT 248.362.6100 November 27,2001 Register Of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of Donald R. Spiece Case No. 21-01-00922>." Our Client: Bank of America N.A. Account No. 4888603250792652 Balance Due; $2,192.28 together with interest at the rate of 10.00% per annum from November 28, 2001 Our File No. 02346931 Dear Clerk of Courts: This law firm represents Bank of America N.A. in connection with its claim which we wish to file on our client's behalf into the estate of Donald R. Spiece, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 4888603250792652 in the amount of $2,192.28 plus interest which continues to accrue. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. v~eyt ly ours, ( 1/1 ,l,( ;(_1,,- DeJua L. V}(~n Legal ssistant (216) 685-1030 .......,...... '....1 \, ~ ,... *:"'~ ,- (i:' ::1 _.; ""1' 9 .0 ::D _ ro :1:' () ;:',:.~, ~:< c:~, I';":) :"'j DEJ;gwm Enclosures cc: Keith C. Mark, Fiduciary Denise L. Dieter, Esquire c::J c-:l I VJ 23 -.... .::::.,. '-0 WWR#02346931 FORM 93-0.C. DIVISION IN THE COURT OF COMMON PLEAS of CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF No.21-01 of 00922NI A Donald R. Spiece Deceased Goods and services purchased on a Visa Card, Bank of America N.A. Account No. 4888603250792652 CLAIM To the Clerk of Orphans' Court Division: Index and make proper entry in your official records of the claim of Bank of America N.A. c/o Weltman. Weinberg & Reis Co.. L.P.A.. 323 West Lakeside Avenue. Suite #200. Cleveland. Ohio 44113-1099 (Claimant) in the amount of $2.192.28 against the estate of the above named decedent. This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code. The said decedent, who resided at 56 Honey Suckle Drive Mechanicsburg, P A 17050 (Address) , died on September 16 2001. Written notice of this claim was given to Keith C. Mark. Fiduciary and Denise L. Dieter. Esquire 2386 East Winter Road. Loganton. P A 17747 on (Personal representative, if any, or counsel) '"/(.1 '.,.,: 1'equllvJ "1.16;8 /Vto.f!JJ7&J/ cl-.;Y , 2001. ...J.J:JBtf (Claimant) DeJuan L. llson, Agent for the Claimant c/o Weltman, Weinberg, & Reis Co., L.P.A. 323 W. Lakeside Ave., Suite200 Cleveland. Ohio 44113 (Claimant's Address) 617: lltJ [- 310 LO. '. ;88 , v } FORM 93 - O. C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION OF } } } } } } No. 21-01-922 of 01 IN RE: EST ATE DONALD R SPIECE (Deceased) CLAIM To the Clerk of Orphans court Division: Index and make proper entry in your official records of the claim of ADV ANT AGE RECEIVABLE SOLUTIONS for HOUSEHOLD FINANCE CORPORATION (Claimant), account # 71171400545903 /00000, in the amount of $5,283.57 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 2386 E WINTER RD, LOGANTON, PA 17747-9339, died on January 1,01. Written notice of this claim was given to Kc\+h mar~).s-.) b1-3f)b E Wi n-k? e& I L 0 j4. n ~ fA \ ~ '1y 1 (Personalrepresentative, if any, or counsel). December 11 , 2001 , r1ndi{- ~JJ)~ fV) 11":\ ADV ANT AGE RECEIVABLE SOLUTIONS 1941 SOUTH 42ND STREET SUITE 380-25 PO BOX 6618 OMAHA, NE 68106-0618 800-999-3778 (Claimant's Address) ~ -s: r-- ..- u a .J ::.;> n, ~ it ..- p .;"i\ ....Q ;;:s;= 0= Go .... .2 c/)z ZO O~ ~ ~<r: ~~ 0 w ...... .....l0 ~ U 0 00.. W eo-. C/)~ E-4 ..... ---- 0 0 ~ ~ -e N ~U---- CZl ~ N .....l~= .... ~ l'"'l ~ eo 0'\ ~Ueo ~ 0\ 00. ~ I <r: a = ~ ~ " ...... > ~... '"' a ~ 0 _ eo Q ~ Q I ~ZO .... '"' ~ ...... .... Q '-' N UtI:;'-' +IT < ~ z ~ 0 0 ~Q ~ ~ ~ ~ Z ~.....l ~ 00 <r::::r:: ~~ >0 '0 ~:::r:: ~ - ."" ~ ARS-ARRC 25 RECOVERY MAINTENANCE RECDSP 15:27:42 12/06/2001 ) CLIENT: BENEFICIAL LOAN - ONGOING ACCOUNT: 62709178 CLI REF#: 71171400545903 STATUS: ACTIVE STATUS REASON: OO-ACTIVE PACKET: More. . . -~~~i ~~~~~~~~NU ~~~E2~~;~~~:jTION I PHONE TYPE: PREFIX: RESP: PRMRSP ER RD AREA CODE: ADDRESS TYPE: PRMHOM STREET: 2386 E WINT FIRST NAME: DONALD PREFIX: MIDDLE NAME: R NUMBER: LAST NAME: SPIECE EXTENSION: EXTENDED: ANSWER CODE: SUFFIX: SSN: 993361952 MAIL CODE: MAIL CALL CODE: EXTENDED: CITY: LOGANTON STATE: PA ZIP CODE: 17747 9339 COUNTRY: US I ~VE"i~ W; BALAN:~ I Y C T STATISTICS I CURRE~ ;:~C : 5283.57000 STED 00000 LISTING BALANCE: 5283.57000 PROMISED PAYMENTS: 0.00000 PRINCIPAL 00000 LOCAL LISTING BALANC 0.00000 ADJUSTMENTS I BALANCE: o. PAYMENTS: o. More. . . ACTIVITY: REVIEW REVIEW ACCOUNT 4577 12/06/2001 15:27:28 RTNREC RETURN TO RECOVERY 2451 12/05/2001 09:30:09 CLLPB CALL PROBATE 2451 12/05/2001 09:30:05 More. . . FOLLOW UP ACTIVITY: ME: FOLLOW UP DATE: ACCOUNT ATTRIBUTES I FOLLOW UP TI F2=CONTlNUE SEARCH F3=EXIT F4=PROMPT F6=ADD CONTACT F8=NEXT CONTACT F9=HISTORY F24=MORE KEYS F7=PREVIOUS CONTACT :.:~ ,,,...,'i'.i ~..) (1) :j) a: 0: rr"'\ If) ..- E: r- ..- c..J o 'I) .0 ,.~ s= (\)= ,...,.." ..,.JI 'JC .- p f . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF DONALD SPIECE , Deceased No. 2001 00 922 of 2001 To the Clerk of the Orphans' Court: Enter the claim of DISCOVER FINANCIAL SERVICES, INC. AceL 6011298707735209 In the amount of $3,291.00 , against the above entitled estate. The decedent, who resided at 2386 E WINTER RD, LOGANTON, PA 17747 died on 9/16/01 . Written notice of said claim was given to KEITH C MARK SR ,if known to claimant, at (Personal Representative or counsel) 2386 E WINTER RD, LOGANTON, PA 17747 on January 11, 2002 (Date) ~t)~ Address: 5330 East Main Street, Suite 200 Columbus, Ohio 43213 ";/~ Claimant's Counsel Address '" Vi c__ N N -~;.o."" ::::;:: --:J l '., (> u-~ (lJ cr: a:: N P ~-l~ 5 ~.)C , () );: ~ "'U ~ s: ::I: 0 ~ 0 0 z m -< z :::0 -i en 0 m m CJ5 -i 0 en ~ :::0 - en z "'U :::;; ~ m ::I: Q) - 0'1 :s: 0 ~ "0 ex> "0 -....I W m "TI z -....I w en o. ......... 0 0 0 Q) -....I m 0 () C" ..... en z 0 (1) ~ :s: () 0 ~ c ......... ~ 0 r- r :::0 Z w Z < ~ 0 -i 0 -....I m en w en ~ z -i <0 _-i :::0 "'U 0 ~ en :!! m I\J "'U -i Z () 0 "'U m ~ m 0 r Z 0 ..... () I\J () m 0 0 ~ 9 ~ () 0 lD m <0 r ~ r () en I\J m 0 en I\J r m m c :::0 0 :s: < lD () C m en en 0 z ::I: () ~ w "" I\J I!":" ..... w D_ N N -,.. ""'- ~ -J '. U I,,';' ~'.") Q;l fr'. "-.1 a::: _. P d.J ,~ " - .... ....,..... .... ...... CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent:. DONALD R~SPIEk~~ Date of Death: 9/1612001 .~__ Estate No. 21-01-0922 SSN: 193-36-1952 File No. Date Letters Granted: 10/8/2001__ Will or Administration No. To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on1/22/2002 ------. .~- Address C/O CENTER CREST NURSING HOME BELLEFONTE. ._~__. 114 WEST CHURCH STREET CENTRE HALL.. fA 168~L- PA._ 16826.__ Name GLORIA S. SPIECE CLARA MAE RIMMEY Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 1/22/2002 //l . ~~ .~~l{U- C-- .iI" <:~V /~~ Signature / DENISE L. DIETER. ESQUIRE Name (Please type or print) DRIER &J)IETER LAW OFFICI;S Address 227 ALLEGHENY STREET Capacity: Personal Representative X.__ Counsel for Personal Representative JERSEY SHORE PA 17740 tn 1[:\ ~l ;-'<" Telephone No. (570) 398-202Q. s: IY'\ N z = ""J ~ ) ..D ::.~ 3~ ::; ~Jw :~..) .",.,. cocc cr: ~ ~.N r~- ""C . III ~ : # lit: i ~,I~ , tj ~~~~ ~rN~O .. ,tfi 01 ilr(JOl ... 11'> ( ., "!VIr ~ 0 ~V)...tt ~~~t--O ~ U (",/)...... N ~ ~ ~< ~ ~ ~ c::: ~ I ~ ~ 00 o?jO~~~ ~~~~R "1 -< t-- r:--l/:) ~ ~ N ~--- ~ N! .... I11III11... ~ '" ;; o ..J::::"'~t--. t::= ~~ g ~ ~ <<:) U ~ r::1" I oV)<<:) >.. ~~ .j.J. l-< '" 0 d~~t--. ;; .~ .8 ~ o ~ t: -< u~;;~ "'0 0 '" a ..u~ ;::: d ~ .... ~td;::: .t:J-<O~ 6 u ;; u Drier & Dieter Law Offices 227 Allegheny Street Jersey Shore, Pennsylvania 17740 (570) 398-2020 Telephone (570) 398-7060 Fax Marc S. Drier, Esquire Denise L. Dieter, Esquire October 1, 2002 Cumberland County Courthouse Attn: Register of Wills One Courthouse Square Carlisle, PA 17013-3387 RE: DONALD R. SPIECE ESTATE DOCKET# 21-01-0922 DATE OF DEATH: 09-16-2001 INHERITANCE TAX RETURN Dear Register of Wills: Enclosed please find one original and three copies ofthe Inheritance Tax Return for the above referenced Estate, one original and one copy of an Inventory, and checks representing the filing fees regarding the same. Please file stamp these documents and return the copies to our office in the enclosed self addressed stamped envelope. If you have any questions please feel free to contact our office. Thank you. Truly yours, DLD:aal enclosure(s) cc: Keith Mark Sr. JilF\I-1 ~OO EX + (6-ll0) *' COMMONWEALTH OF PEN N SYLVAN IA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICiAl USE ONLY C-- 11~ I"''' " FILE NUMBER 21 -01 0 9 2 2 "'CoOOvCoEE -YEAR- - - iiiiiER- - I- Z W C W () W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SPIECE DONALD R DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 1 93- 3 6 - 1 952 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER W I- :II: !ill) oCE::II: wa.o :J:OO oCE:....I 8:m c( 09/16/2001 06/15/1945 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SPIECE GLORIA S [RJ 1. Original Return o 4. Limited Estate [RJ 6. Decedent Died Testate (Alla:hcopyofWll) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dae of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Alla:hcopyofTrust) o 10. Spousal Poverty Credit (da:e 01 death between 12-31-91 and 1-1-95) 03. Remainder Return (da:eofdealhpriorto12-1J.82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AIIa:h Sch 0) ... z w a z o a. IIJ w II! o o THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS DENISE L DIETER 227 ALLEGHENY STREET FIRM NAME (If Apptcable) DRIER & DIETER LAW OFFICES TELEPHONE NUMBER 570 398-2020 JERSEY SHORE PA 17740 z o F ::s :J I- 0: <( () W ~ (1) (2) (3) (4) (5) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole.Proprietorship 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) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 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) (6) r .32.701 OFFICIAL USE ONLY i I 11 ,506.33 : I (7) (8) 11,539.03 (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES :z o F ~ :J Q. :iE o () >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x _ P5} X _(16) X .12 (17) X .15 (18) (19) 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 16. Amount of Line 14 taxable at lineal rate 11,265.41 178,073.94 (11) (12) (13) 189,339.35 -177,800.32 17. Amount of Line 14 taxable at sibling rate (14) -177,800.32 18. Amount of Line 14 taxable at collateral rate 19. Tax Due > > RF ~IIRF TO AN~WFR AI I OIlF~TION~ ON RFVFR~F ~InF ANn RFCHFCK MATH < < ~,~".,,'" '* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN R"SluENT ..."C......E ,T SCHEDULE B STOCKS & BONDS ESTATE OF SPIECE DONALD R All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21 01 0922 ITEM NUMBER 1. DESCRIPTION SERIES EE - 12/1995, FACE VALUE $50.00 VALUE AT DATE OF DEATH 32.70 TOTAL (Also enter on line 2, Recapitulation) $ 32.70 ~.,~~.",,, '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF SPIECE DONALD R FILE NUMBER 21 01 0922 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. DESCRIPTION FINAL PAYCHECKS FROM CONSOLIDATED FREIGHTWAYS COMPANY OF DELAWARE REFUND OF AUTO INSURANCE/STATE FARM READERS DIGEST REFUND PERSONAL PROPERTY AUCTION PROCEEDS DATE OF DEATH PERSONAL ACCOUNTS SNOW BLOWER SALE PROCEEDS CASH REFUND OF OVERPAYMENT ON PNC MORTGAGE SALE OF JUNKED VEHICLE OVERPAYMENT ON MORTGAGE SETTLEMENT AND REFUND OF HOMEOWNERS INSURANCE DEPOSIT OF OVERPAYMENT PROCEEDS FROM SALE OF WEED EATER PROCEEDS FROM SALE OF HOSPITAL BED VALUE AT DATE OF DEATH 3,426.15 85.00 17.48 1,779.12 4,281.23 400.00 330.28 371.59 25.00 150.48 500.00 40.00 100.00 TOTAL (Also enter on line 5, Recapitulation) $ 11,506.33 ".""~.'"'' .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF SPIECE DONALD R 21 01 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. DESCRIPTION FUNERAL EXPENSES: WELKER FUNERAL HOME, LOGANTON, PA ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) KEITH MARK Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 2386 EAST WINTER ROAD City LOGANTON State P A Zip 17747 Year(s) Commission Paid: 2001 Attorney Fees DRIER&DIETER LAW OFFICES Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip Probate Fees PROBATE FEES, MISC. ADMINISTRATION EXPENSES Accountant's Fees Tax Return Preparer's Fees FEE FOR CAR IMPOUND HOME OWNERS INSURANCE BIRTH CERTIFICATE CUMBERLAND LAW JOURNAL (ESTATE ADVERTISING) SENTINAL (ESTATE ADVERTISING) HOME CLEANERS PPL UNITED WATER SEWER TITLE WORK B. BRYANT STORAGE GAS TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0922 AMOUNT 3,230.00 2,807.00 2,500.00 648.32 85.00 303.00 8.00 75.00 97.07 213.46 200.00 55.37 125.98 10.00 150.00 26.00 11 265.41 Continuation of REV-1500 Inheritance Tax Return Resident Decedent SPIECE DONALD R 21 01 0922 Page 1 Schedule H - Funeral Expenses & Administrative Costs - 87. ITEM NUMBER DESCRIPTION AMOUNT 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. TROY GEYER VERIZON COMCOST PPL AT&T POSITIVE COMMUNICATIONS UNITED WATER SUNOCO PCS ONE CALL HOME AMERICA 150.00 85.68 13.70 197.71 37.29 18.40 8.13 73.50 143.00 3.80 SUBTOT Al SCHEDULE H.B7 731.21 ~""~.,,., .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPIECE DONALD R SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 01 0922 Include unreimbursed medical expenses. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. DESCRIPTION AMOUNT 15,554.00 PNC MORTGAGE ACCT. #4001008010190090 PNC MORTGAGE ACCT.#4001 0081 08909880 4,830.68 PNC MORTGAGE ACCT.#4003048013609936 40,554.00 ALLIANCE MORTGAGE CO. #007148 46,107.56 PNC BANK CARD SERVICES #5490999017619411 7,132.03 PNC BANK CARD SERVICES #4264299016121064 18,763.63 POSITIVE WIRELESS CONNECTION ACCT#2087363 18.40 SUNOCO ACCT.#A018957 73.50 CITIFINANCIAL ACCT. #67380279-0336354 8,606.45 PROVIDIAN ACCT. #44280020383906338 10,774.35 BENEFICIAL ACCT. #70071400549033 5,283.57 BANK OF AMERICA ACCT. #48886032507926527 2,155.72 DISCOVER ACCT. #6011002379514003 4,386.03 CHASE ACCT. #4029360011755334 8,422.37 COMCOST TV ACCT. #0502051190501 13.69 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 178,073.94 Continuation of REV-1500 Inheritance Tax Return Resident Decedent SPIECE DONALD R 21 01 0922 PaQe 2 Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. PPL ACCT. #8946074002 293.36 17. UNITED WATER ACCT. #246784 43.80 18. PERSONAL & PROPERTY TAX 1,389.73 19. AT&T ACCT. #7176918026 37.29 20. PCS ONE ACCT.#1.10060014 143.10 21. SILVER SPRING TOWNSHIP SEWER ACCT.#1259 109.55 22. DISCOVER ACCT.# 6011298707735209 3,291.65 23. CALL HOME AMERICA ACCT .#0203926532 3.80 24. VERIZON ACCT.#717-691-8026 85.68 SUBTOTAL SCHEDULE I 5,397.96 GRAND TOTAL SCHEDULE I $ 178,073.94 '''''':' "" '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER SPIECE DONAI n R ?1 01 0922 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec, 9116 (al (1,2)] 1, KEITH C. MARK SR. STEP-SON 50% 2386 EAST WINTER ROAD LOGANTON, PA 17747 2. CLARA MAE RIMMEY SISTER 50% 114 WEST CHURCH STREET CENTRE HALL, PA 16828 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET n. 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. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) . '~'~~.".,. COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETIJRN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC. 9113(A) SPOUSAL DISTRIBUTIONS ESTATE OF FILE NUMBER SPIECE DONALD R 21 01 0922 00 not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A, B, By..pass. Unified Credit, etc.). if a trust or similar arrangement meets the requirements of Section 9113(A). and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arranqement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arranqement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's survivin souse under a Section 9113 A trust or similar arran ement. DESCRIP110N VALUE REAL ESTATE LOCATED AT 56 HONEYSUCKLE DRIVE MECHANICSBURG, PA SEE DEED OF 11/14/86 AND SETTLEMENT SHEET FROM SALE AFTER DECEDENTS DEATH PENSION BENEFIT FROM CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND RIP 1987 BENEFIT ACCOUNT 59,140.14 113,153.43 Part A Total $ 172 293.57 PART B: Enter the descri tion and value of all interests included in Part A for which the Section 9113 A election to tax is bein made. DESCRIPTION VALUE Part B Total $ WAYNE F. SHADE Attorney at Law 53 West Pom!ret Street Carlisle, Pennsylvania 17013 ~(Q)~~ LAST WILL AND TESTAMENT I, DONALD R. SPIECE, of the Township of Silver Spring, County of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. I further authorize my personal representative to expend funds from my Estate in such amounts as my personal representative shall consider appropriate, for the . disposition and memorial of my remains. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my wife, GLORIA S. SPIECE, absolutely and in fee simple, if she survives me and if she is not receiving any form of public assistance at my date of death. THIRD. For the purposes of this my Last Will and Testament, a person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. FOURTH. If my wife, GLORIA S. SPIECE, should fail to survive me or should be receiving any form of public assistance at my date of death, I give, devise and bequeath all of the said ~ WAYNE F. SHADE Attorney at Law 53 Weat Pomfret Street Carlisle, Pennsylvania 170\3 1 residue of my Estate unto my sister, CLARA MAE RIMMEY, and my stepson, KEITH C. MARK, SR., absolutely and in fee simple, in equal shares. If either of them should fail to survive me, I give, devise and bequeath his or her share unto his or her issue, absolutely and in fee simple, in equal shares, by representation and not per capita. If either of them should fail to survive me and fail to leave issue to survive me, I give, devise and bequeath his or her share to the one of them who shall survive me, absolutely and in fee simple. FIFTH. I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of . the taxes should be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my Estate whether or not the property passes under my Last will and Testament. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. SIXTH. Any and all decisions, determinations or actions made or taken by a personal representative or Trustee hereunder, if made in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last will and Testament shall be '. WAYNE F. SHADE AUomey at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 liable for any error in judgment or for any depreciation or reduction in value of any Estate or Trust assets at anytime, in the absence of willful default. LASTLY. I nominate, constitute and appoint my stepson, KEITH C. MARK, SR., to be the Executor of this my Last will and Testament, but if, for any reason, he should fail to qualify as such Executor or decline or cease so to serve, I nominate, constitute and appoint my sister, CLARA MAE RIMMEY, to be the Executrix hereof, each to serve without bond. IN WITNESS WHEREOF, I, DONALD R. SPIECE, have hereunto set my hand and seal to this my Last will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature, this 13th day of One Thousand Nine Hundred Ninety-Six (1996). March , A.D. b~ ~~~ Donald R. Spiec ( SEAL) The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by DONALD R. SPIECE, the Testator therein named, as his Last will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. dI~ ~~_ /~ WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Acknowledgment COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) I, DONALD R. SPIECE, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by DONALD R. SPIECE, this 13th day of March , 1996. ~ .1>-..,..-()g ~~ Donald R. Sple e ~ ~ /'~ Notary Pu~c Notarial Seal Connie J. 1l"itt. Notary Public Carlisle. Cumberland County I My Commission Expires Oct. 5. 19'6 -,,- '. WAYNE F. SHADE Attorney at Law 53 West Pomfret SteW Carlisle, PCIIIlS)'lvania 17013 Affidavit COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) We, Wayne F. Shade and Susan O'Hara , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Testament; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the will as a witness; and that, to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Wayne F. Shade and Susan O'Hara , witnesses, this 13th day of March , 1996. ... w~r~ ~~ /' ~ 1 ~ ~~~ Notary pu~~ Notarial Seal Connie J. Tritt. Notary Public Carlisle. Cumberland County My Commission Expires Oct. 5. 19!6 -~- 201-cT-Warranty Deed-Short Form-Act 1909--00uble Sheet Henry Hall, Inco, Indiana. PI. ~bi~ Deeb, MADE THE 74rt-) of our Lord one thousand nine hundred day of ~t,-<~ and eighty-six (1986). in the year BETWEEN WYNNEWOOD WEST DEVELOPMENT COMPANY, a general Pennsylvania partnership, consisting of DETWEILER ENTERPRISES, INC., JAMES O. LAWRENCE and EDWARD W. SEIK, SR., as partners, and COMMONWEALTH OF PENNSYLVANIA::: DEPARTMENT OF REVENUE := .~ r,w'y ==== G;~~~) ~-: o' O.r:.: r~MISfER HOV' "66 \~~y/! 9 t:. "t. : ==: 111,,< ?;~~: L'~H~~_~ "...-~ =' DONALD R. SPIECE and GLORIA S. SPIECE, husband and wife, Grantor , Grantee s : WITNESSETH, that in consideration of NINETY-TWO THOUSAND FOUR HUNDRED _ ($92,400.00) Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said grantor do es hereby grant and convey to the said grantees, their heirs and assigns; ALL THAT CERTAIN piece or parcel of land situate in Silver Spring Township, Cumberland County, Pennsylvania, as set forth on a Final Subdivision Plan for Mulberry Crossing, Section Three, Wynnewood West Development Company, as prepared by Gannett Fleming Civil Engineers, Inc., and recorded in the Recorder of Deeds Office of Cumberland County, Pennsylvania, in Plan Book 49, Page 111 and more particularly described as follows: BEGINNING at a point on the right-of-way line of Honeysuckle Drive at the dividing line between Lots No. 191 and 192, as shown on the aforementioned Subdivision Plan; thence along said right-of-way line of Honeysuckle Drive, South 79 degrees 20 minutes 43 seconds West, a distance of 90.59 feet to a point at the dividing line between Lots No. 192 and 193; thence along same North 10 degrees 39 minutes 14 seconds West, a distance of 91.43 feet to a point at the dividing line between Lots No. 192, 193 and 194; thence along the dividing line between Lots No. 192 and 194, North 49 degrees 12 minutes 27 seconds East, a distance of 90.76 feet to a point at the dividing line between Lots No. 192, 194 and 195; thence along the dividing line between Lots No. 192 and 195, North 79 degrees 20 minutes 43 seconds East, a distance of 12.10 feet to a point at the dividing line between Lots No. 192, 195 and 190; thence along the dividing line between Lots No. 192 and 191, South 10 degrees 39 minutes 14 seconds East, a distance of 137.00 feet to the point and place of BEGINNING. BEING Lot No. 192 on the aforementioned Final Subdivision Plan for Mulberry Crossing, Section Three, Wynnewood West Development Company and containing 10,623 sq. ft., more or less. UNDER AND SUBJECT to set back lines, easements and conditions as shown on the aforementioned Final Subdivision Plan and restrictions and conditions as set forth in the Declaration of Wynnewood West Development Company that is recorded in Cumberland County Miscellaneous Book 308, Page 260. BEING part of the same premises which Penn Central Corporation, by its deed dated October 4, 1984 and recorded in Cumberland County Deed Book "Y", Volume 30, Page 647, granted and conveyed unto Wynnewood West Development Company, the grantor herein. MoKt132 f^~E 783 And the said grantor hereby COVe1'ULnt S and agree s will warrant specially CVVi'\ ~\-/~II J Vol/I"> ..... School Dist. Cumbo Co.. Pa. that it the property hereby conveyed. Of ~.:.!.I(.I/,.y,..ff.r.~ Cumbo Co., Pa. "..n:OhIP -a Real .E:>tat. Trensf.r Tax 1.- 11-17 -tl ...,. , J... OJ! Oa'. ............ Amt. ........ A ~\i v~ C-P--' -'Hnb. Co. 01>1. Col. Agt. ,4; ~ Real Est"t. Transfer Tax L OQ D.t. ~~ :(7. :!!:. Amt. .Y. e,:: . ~ ~ /I vr- c-.c-- Obmlo. Co.Oi.t. -Col. Aft. A:! IN WITNESS WHEREOF, said grantor has the day and year first above written. .~f)' ;f /; .. :~ 0:::':' 'i~ ,--i r -.;t -- :-:~:.l r:-; State of Pennsylvania County of Cumberland On this, the 1L/~4 } 88. day of ~ ...... -~~.., ',::~ ':~' the undersigned officer, personally appeared DETWEILER ENTERPRISES, INC., JOHN R. DETWEILER, (j ~"; :::-;.:1 .-:::. ;.:~ -~~ .~~ :J ':;: CJ C) , lS6 nliii1(jre me, .: n) C,', - '. c; -;-, Pretid~~t" g! fT; known to me (or satisfactorily proven) to be the person whose name is subscribe<t to the within instrument, and acknowledged that he executed same for the'" ' contained. .. IN WITNESS WHEREOF, I hereunto set my hand and official seal. .f "': .' " " . " . ~~-4i~:f.!)~ ----------------CiiMJ511i1t'8uro:,-e~l'ld-tll;~-~--'""""-~:~...---_:s4.!f.. ,,' Mr CommiSSIOn uplres Sept. Q,'t~~j;;'\\~_" 'I "'i~ iJ~.\' ': ~ \ ~ State of Pennsylvania tss. day of ~^--- , 1986 , before me, County of Cumberland On this, the / '/ 1-"'1 the undersigned officer, personally appeared JAMES O. LAWRENCE and whose names -r do hereby certify that the precise reside~ce and !;omplete post office address ....-1 of the within named grantee is S-t. (.,.f" I"''''~'( .r,,-CI<CC 'I?~ M ~CJ'( A.{/ fe> /;/v r<:c" N'tJ i/ I.:: , '(,gCe I 'f' 196b _1ttt~__- ~;/ .-v1C-v ..f A ttorney for _m__mmm_______mm_________m_______m____________ eoo.~ H 32 P,4GE 784 ..tfJp,J,OOfJH '-----:--~-:-~.-~-:::-------m:mm-------------m------------ : ('.' .' 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Settlement Statement 1/24102 Summit Abstract Services, Inc. 3904 Trindle Road Camp Hill, PA 17011 JA,N 2 8 200.) FmHa 3. XX Cony. Unins. . Mortgage Insurance Case Number D. Name and Address of Borrower . Name and Address of Seller F. Name and Address of lender Guy D. SWOpe 310ria S. Spiece PHH Mortgage Services Laura Lee Swope 3000 Leadenhall Road 301 Chestnut Street Mount Laurel, NJ 08054 Apt. 2114 Harrisburg, PA 17101 G. Property location H. Settlement Agent 56 Honeysuckle Drive Summit Abstract Services, Inc. Mechanicsburg, PA 17055 Place of Settlement . Settlement Date 3904 Trindle Road Camp Hill, PA 17011 1/22/02 J. Summary of Borrower's Transaction 100. Gross Amount Due From Borrower K. Summary of Seller's Transaction 400. Gross Amount Due to Seller 101. Contract sales price 123,000.00 01. Contract sales price 123,000.00 102. Personal properlY 402. Personal properlY 103. Settlef\1ent charges to borrower (line 1400) 4,036,67 403. 104. " 404. 105. 405. Adjustments for iterns paid by seller in advance Adjusbnents for Items paid by seller in advance 106. Cityltown taxes to 406. Cityltown taxes to 107. County taxes .. to 407. County taxes to 108. School taxes 1122102 to 6130102 482.55 1408. School taxes 1/22102 to 6130102 482,55 109. Assessments to ~. Assessments to 110. Sewer to 1410. Sewer to 111. Trash to 1411. Trash to 112. 1412. 120. Gross Amount Due From Borrower 127,519.22 1420. Gross Amount Due to Seller 123,482.55 200. Amounts Paid By Or In Beha of Borrower 500. Reductions In Amount Due To Seller 201. Deposit or earnest money 1,000.00 Isol. Excess deposit (see instructions) 202. PrinciDaI amount of new Ioan(s) 98,400.00 ;02. Settlef\1ent charges to seller (line 1400) 10,385.81 203. Existinaloan(s) taken subiecl to ;03. Existin!lloan(s) taken subiect to 204.Second mot1!lage - First State FCU 12,300.00 04. Payoff first mortgage Alliance 46,107.56 205. ;05. Payoff second mortoa!le PNC 4,830.68 206. ;00. 207. Closinll cost credit from Seller 3,000.00 ;07. Closing cost credit to Borrower 3,000.00 208. ;OS. 209. ;09. Adjustments for Items unpaid by seller Adjustments for Items unpaid by seller 210. Citvltown taxes to 10. Citvltown taxes to 211. County taxes 1/1102 to 1/22102 18.36 11. County taxes 1/1102 to 1/22102 18.36 212. School taxes to 12. School taxes to 213. Assessments to 13. Assessments to 214. Sewer to 14. Sewer to 215. Trash to 15. Trash to 216. 16. 217. 17. 218. 18. 219. 19. 220. Total Paid BylFor Borrower 114,718.36 520. Total Reduction Amount Due Seller 64,342.41 If 300. Cash At Settlement FromITo Borrower 600. Cash At Settlement ToIFrom Seller 301. Gross amount due from borrower (line120) 127,519.22 501. Gross amount due to seller (line 420) 123,482.55 302. less amounts paid by!for borrower (line 220) 114,718.36 502. Less reductions in amt. due seller (line 520) 64,342.41 303. Cash From Borrower 12,800.86 03. Cash To Seller 59,140.14 HUD-l (3-86) RESPA. HB 4305.2 j L Settlement Charges 700. Total Sales/Broker's Commission based on price $ 123oo0.oo@ 6.00%=7200.00 Paid From Paid from Division of Commission (line 700) as follows: Borrower's Seller's 701. $ 3625.00 to Real Estate Excel Funds at Funds at 702. $ 3575.00 to ERA Jack Gaughen Realtor Settlement Settlement 703. Commission paid at Settlement 7,200.00 704. Transaction fee to ERA Jack Gauohen Realtor 11/ to Real Estate Excel 100.00 125.00 800 Items Payable In Connection With Loan 801. Loan Orioination Fee to 802. Loan Discount to 803. Appraisal Fee to 804. Cred~ Report to 805. Lender's Inspection Fee to 806. Mortaaae Insurance Application Fee to 807. Assumption fee to 808. Tax Service Fee to 809. Courier/Overnight Mail to 810. Document Preparation to 8". Flood Certification to PHH 19.50 812. 3rd party mtg. fee paid by PHH to First State FCU 1353.00 POC - 813. Buydown fee toPHH 80.00 814. Underwriting fee toPHH 310.00 900. Items Required By Len er 0 e a d in ance 901. Interest From 1122102 to 211/02 @ 19.13/day 191.30 902. Mortgage Insurance Premium for month(s) to 903. Hazard Insurance Premium for year(s) to Mutual Beneffl 378.00 POC 904. 1000. Reserves Deposited With Lender 1001. Hazard Insurance 3 months @ 31.50 per month 94.50 1002. MortQll!le Insurance months @ per month 1003. C~ property taxes 12 months @ 6.88 per month 82.56 1004. County property taxes 12 months@ 18.64 per month 223.68 1005. Annual assessments months @ per month 1006. School taxes 8 months @ 92.31 per month 738.48 1007. Flood insurance months @ per month 1008. months @ per month 1009. AQQreQate adiustment 1322.60 dTBPI Adv 1100. Title Charges 1101. Settlement or closing fee to 1102. Abstract or title search to 11 03. T~1e examination to 11 04. T~1e insurance binder to 1105. Document preoaration to Dieter & Dieter 65.00 1106. Notarv fees to Diane Jenkins 4.00 1107. Attomey's fees to (includino above items numbers: ) 1108. TRia insurance to Summit Abstract Services, Inc. 1,123.75 (including above items numbers: 1101,1102,1103,1104 ) 1109. Lender'scoveraoe $ 1002.75 1110. Owner's coveraoe $ 973.75 1111. ICS Letter Fee to The Secur~y T~le Guarantee Corp. of Baltimore 35.00 1112. Tax Cert. Fee to Debra B. Wlest, Tax Collector 3.00 1113. Ovemiaht mail to Airborne 20.00 30.00 1200 G R dT 1 C ovemment &cording an rans er harges 1201. Recordino fees: Deed $25.50 Mortgage $ 81.00 Rel.lAssign. $ 106.50 1202. City/countv tax/stamps: Deed $1230.00 Mortgage $ 1,230.00 1203. State tax/stamps: Deed $1230.00 Mortgage $ 1,230.00 1204. Final sewer bill to Silver Spring Township Auth. 114.30 1205.2001-02 school real estate taxes to Tax Claim Bureau 1,233.51 1300. Additional Settlement Charges 1301. Survey to 1302. Pest Inspection to 1303. Radon test to 1304. 1305. Home warranty oremium to American Home Shield 385.00 1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section K) 4,036.67 10,385.81 Certification I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true a accurate statemen of all receipts and disbursements made on my account or by me in this transactio I further certify at I hav~ rec . ed a copy ofP.e HUD-l S lement tament .,// ./':. r/ __ J.'" /7 C W <J . o:d'4t ..<-JoOo/I' /?r <- I shan cause the funds to be disbursed /s,-.; ~;). ent Date Warning: II is a crime to knowingly make false stalements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Gode Section 1001 and Section 1010. 1122/02 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NO. 21-01-0922 INVENTORY of all real and personal property of DONALD R. SPIECE, late of 56 Honeysuckle Drive, Mechanicsburg, Cumberland County, Pennsylvania, deceased. DATE OF DEATH: SEPTEMBER 16. 2001 ATTORNEY: Denise L. Dieter, Esquire DRIER & DIETER LAW OFFICES 227 Allegheny Street Jersey Shore, P A 17740 PERSONAL ESTATE SCHEDULE PERSONAL PROPERTY SAVINGS BONDS TOTAL PERSONAL ESTATE: $ 11,506.33 $ 32.70 $ 11,539.03 JL~ DENISE L. DIETER, ESQUIRE ATTORNEY FOR THE ESTATE c~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: DONALD R. SPIECE Date of Death: SEPTEMBER 16, 2001 Will No.: Admin. No.: 21-01-0922 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer is Yes, state the following: (a). Did the personal representative file a final account with the Court? Yes_ No~. The separate Orphans' Court No. (if any) for the personal representative's account is: Did the personal representative state an account informally to the parties in interest? Yes/_l!to_. Copies of receipts, re1~s, joinders and approvals of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report. (b). (c). (d). Date:NOVEMBER 27, 2002 ~. DENISE L. DIETER, ESQUIRE 227 Allegheny Street Jersey Shore, P A (570) 398-2020 Capacity: _ Personal Representative X- Counsel for Personal Representative /?- /c::2 - b ~ 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 DENISE L DIETER DRIER & DIETER LAW OFC 227 ALLEGHENY ST JERSEY SHORE PA 17740 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-10-2002 SPIECE 09-16-2001 21 01-0922 CUMBERLAND 101 REV-1541 EX AFP [OI-D2J DONALD R 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 =is4-j-Ex--AFP--foY=o2Y-Noi"-icE--oF-iNHErfiTAifcE-i"Ax-,,-ppR"-isEirENT:--AL1-owAifcE-ifi------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SPIECE DONALD R FILE NO. 21 01-0922 ACN 101 DATE 12-10-2002 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 n) (2) (3) (4) (5) (6) (7) .00 32.70 .00 .00 11,506.33 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) nO) 11,265.41 178.073.94 (11) (12) (3) (4) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 11 ,539.03 189.339 35 177,800.32- .00 177,800.32- 14, 15 and/or 16i 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (9)= .00 .00 .00 .00 .00 '_n. . (+) 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 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.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS J AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Depertment of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If eny tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a dailY rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 n .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 n .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9Z .000247 1988-1991 11% .000301 2002 6% .000164 nInterest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.