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Home My WebLink About01-0992 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Estate of CATHERINE A. BOYER PETITION FOR GRANT OF LETTERS NO.1) 01 qq;;.. also known as , Deceased Social Security No. 172018860 EDW ARD E. HOLTZMAN Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) GJ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or Decedent, dated 3/25/99 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.I.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 551 Valley Road, East Pennsboro Township (list street, number and municipality) Decedent, then 85 years of age, died October 22 ,~, at Holy Spirit Hospital, East Pennsboro Twp., PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property ......................................... $ (if not domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total .................................,................................................................................... $ Real Estate situated as follows: East Pennsboro Township, Cumberland County, PA - Vol.O Book 25 Page 851 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: 800,000.00 100,000.00 900,000.00 Typed or printed name and residence Edward E. Holtzman 125 Peach Street Harrisbur PA 17112 RW-1 /7---/7'- 7 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as ersonal representative(s) of the Decedent, Petitioner(s) will well and truly administer t state ac ~ la . Sworn to and affirmed and subscribed day of 1- 2001 ~~ luAtb 11!!i/l-vL C. ~ /)//J/~~ MtJ C. Lewis P Ilrt before me this October 29th ~ J{oUZIHAlU DECREE OF REGISTER Estate of CATHERINE A. BOYER also known as Deceased c2/ No~ 01 0992 Date of Death: 1 0/22/01 Social Security No: 172018860 AND NOW, -=-October 30th , ?OO 1 ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters mI Testamentary Cl of Administration are hereby granted to Edward E. Holtzman ((c.I.a., d.b.n.c.l.; pendente lite; durante absentia; durante minoriate) in the above estate and that the instrument(s), if any, dated March 25, 1999 described in the Petition be admitted to probate and filed of record as the Last Wi!1 of Decedent. FEES Letters .................................... $ 445.00 Short Certificates( s) ....... ..:)..... Renunciation ....... ....... ............ Extra Pages ( 2 ) ............... I.T.R....................................... JCP Fee ................................. Inventory ................................ Other ...................................... $ 15.00 $ $ 6.00 $ $ $ 5.00 $ $ a~~ f-dLAy ..-. Attorney: Kathy A. Morrow I.D. No: 54709 Address: P.O. Box 250 New Bloomfield Telephone: 717-582-7313 DATE FILED: October 30,2001 PA 17068 TOTAL .............................$ 471.00 MAILED LETTERS TO ATTORNEY T.J'(I<;.~(\<; ~,r.v C}10.r.. This is to certifY that the information here given is correctly copied fro~ an original certificate of death dul~ tiled with Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7744676 No. 21-2001-0992 ~::!~ OCT 2 4 t~~1 2 4 2001 Date , i 43 Rev. 2187 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH STATE FlU: NUMelR SOCiAl SECURITY NUMeER DAlE Of OEATH ,McIWI. 0...,. ''''J o.Odobt..- 22., .;)00 I NAME OF DECEDENT (fIIsr. Mickle. L._>> .. Catherine A. Boyer AGE (l..1IifNaYl UNDER' YEAR UNllER' OM - Ooya -1- SEX t. Female IIIRT..-ua; IC'Y.... Stale 01' fcr8q1 Caunlry) ..172 - 01 -8860 PlACEOIFOEA'fHIO>eckOf'llyfJt"e-- 'iM'"IIfuChOl'lSoncw..->>>> HO_; 1_ j1g E__ 0 oao. 0 ~o Did - .... _, ,,~.o :.:...-=-=.. MOTHER'S NAME (f.-II. MddIt. lll1den Su..w....) ... Mar aret Miller INFORMANT'S IlAIUHO ADORESSlSlr",~, _. Z;P~I ~125 Peach St. Harrisbur , Pa. ]71]2 PlACE OF DISPOSITlON ._..~ c,_ LOCRlON .~. _.. z;P~ Of 0IIler PIoco 2.c.Enola Cemetery 2'~. Enola, Pa. NAME AND ADDRESS OF FACIUTY 22c~ichardson F.H.29S.EnolaDr.Enola, Pa. 17025 LICENSE NUMBER ORE SIGNED ../ L _.Doy.-I 6 1.. It."", Jf) - u.-(J I ~s CASE REFERRED 10 MEDICAl. ElCAIIINERlCORONER1 '" 0 No~ DECEDENT'S USUAL OCCUIWlOH (~~~~':::zt:T ..... Clerl.cal ..It. DECEllENT'S Io""LlNG AOOAESS lSIrOOl~. _zo,CaMI 551 Valley Rd. Summerdale Pa. 17093 ... MIlER'SHAME (F...Sl.~. laIC) II. Charles D. Anderson 1Nl'000000S NAME cr"""",.., Edward E. Holtzman METHOO OF DlSPOSmOH _00 c....- 0 __61...0 00h0I~ DECEDENT'S ACTUAl. RESIDENCE --- on _ MMI Cumberland '111. 2001 .. ,e) c ....k 1 J;:::..ant~ DUE 10 lOA AS A CONSEQUENCE Of): [b, c. d. DUE 10 lOA AS A CONSEQUENCE Of); DUE 10 lOA AS A CONSEQUENCE Of); WERE AUl'OPSY FJNOtNGS MANNER OF DEATH A\IIUlA8LE PRIOR 10 COIolPLET1ON OF CAUSE IB. 0 OF DEATH? _., - _.. 0 "'ndIng~..ton 0 NeEll. .....0 Ne 0 - 0 Could not be de'emuned 0 DATE OF INJURY (Monlh. Day, 'fear) RACE-__._.WhOo..... - 'I. White SURVIVING SPOUSE II wHo QIW ma.dIn n.mt) MARlTALSWUS._ ---.-. DiwoadISPK"r! '0_ Widowed II. ......~hN.Bast Pennsboro _. _. llI. I Apptoxim.ce f~beIwMn : 0ftMI Md..... I I /1- PART.: 0IIler~_-.......ng.._.... nul ~ing In... ~auHgiwAin PNn' I. TIMe OF INJURY tNJURY IJ WORK? DESCRtBE HCMIINJUAY OCCURRED. "" 0 NeD M. Ill. PlACE OF INJURY. AI home, farm, st,.... IKIOty.orfic. _....lSpoc'M .... LOCATION (50_.~, SlaIoI _. ..... CEln'IFIEA ICheck orVy one) -CERTIFYING ItHYSICIAN (Ph~ cetWyIng cause rJ death ~ anothef physcoan has pronooneed death ana completed Ilern 231 To....bHCofmyknowlecfge.cI..thoccurnclduelolheca~e(.).ndft\llnne'..~.ted................................ ....... -PfIONOUNClHG AND CI!RTIFYtNG PHYSIC'AN (PhY5lCWl both LlfOOOUflCll\9 death aro cer1lfylng 10 cause or dealhl To the be.a 01 my knowlHg., dea1ft OC:CUffM" the....... date. and plac;.. and due to the c.u..... and manner a. Ilaled 'MEDICAL EXAMINER/CORONER On the _,II. o' ex.mIn.,ton .mUM invesligation. in my opinion. death occurred" the time. da'e, and place. and due to the e.u",s).1Id mann..... st.ted... .. .. . . . ........ . . .. .... . . . . ... ... . .... .. ....... ....... .. . .. . . . . . ..... . . .... . ....... .. .. . ....... 31.. REGISTRAR'S SIGNATURE AND NUMBER I~/I~I/I 301. TITLE OF CERTifiER / _ liJ "b. .......1 C--~ lICENSE NU A DATE SIGNED tMonl'l. Day. ~) o "c. a :J.Jzt~ L 31d. /0' ~.. -<1 / NAME AND ADORESS OF PERSON WHO COIolPLETED CAUSE OF DEATH (110m 27) Type Of Print f:l..-A.'YtI'I..,./J) L G t(.1:1"';Pd,.j C1J:> o 32. J:J ~/..l ~ ~'J!"~ f'~ J 1/(11 _ :TEFI~~,1_______ 21-2001-0992 LAST WILL AND TESTAMENT OF CATHERINE A. BOYER I, Catherine A. Boyer, of East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, hereby revoking all prior Wills made by me, do hereby make, publish and declare this as my Last Will and Testament as follows: 1. I direct my hereinafter named Executor to pay my just debts, funeral expenses and costs of administration of my estate as soon as possible and convenient after my death. 2. I direct my hereafter named Executor to payout of the corpus of my estate, all state inheritance taxes and federal estate taxes, if any be due, which may be assessed by reason of my death on property passing under this my Last Will and Testament, or on property passing to any person or persons by reason of joint ownership thereof, such as certificates of deposit, savings bonds, etc. to the intent and effect that no person shall be required to personally pay any Pennsylvania inheritance tax or federal tax thereon. 3. I give and bequeath to the Summerdale United Methodist Church, Su.mmerdale, Pennsylvania, the sum of Ten Thousand and 00/100 ($10,000.00) Dollars, to be used in the sole discretion of the Church. 4. I give, devise and bequeath all the rest, residue and remainder of my property, both personal and real, of whatever nature and wheresoever situate to my nephew, Edward E. Holtzman, provided he survives me by thirty (30) days. KATHY A. MORROW Attorney at Law 217 S. Carlisle Street P.O. Box 250 New Bloomfield, PA 17068 ^~ /~ ....J II 11/' l...... Y t '--- ..-- 5. In the event my nephew, Edward E. Holtzman, should predecease me or die on or before the thirtieth (30th) day following my death, I direct that all the rest, residue and remainder of my estate, both real and personal and wheresoever situate, be sold by my Executor or his/her successors at either public or private sale, whichever in his/her opinion shall be for the best interest of my estate, and that the net proceeds therefrom be divided as follows: Fifty (50%) percent to my sister, Edna M. Holtzman~ Fifty (50%) percent to Karen B. Holtzman~ 6. I hereby nominate and appoint my nephew, Edward E. Holtzman as Executor of this my Last Will and Testament. Should Edward E. Holtzman fail to qualify or renounces his right to act as Executor, I then nominate and appoint Karen B. Holtzman as successor Executrix of this my Last Will and Testament. 7. I direct that my Executor or his successors shall not be required to give bond or other security in any jurisdiction wherein proceedings may be held in connection with my estate. Nor shall any guardian of property or persons be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this 25th day of March, 1999. KATHY A. MORROW Attorney at Law 217 S. Carlisle Street P.O. Box 250 New Bloomfield, PA 17068 ~~~u Lf'~ (SEAL) e il.7n~ ~F.m~-' Witness COMMONWEAL TH OF PENNSYL VANIA -Ie COUNTY OF PERRY -Ie ss: -Ie We, Catherine A. Boyer, the testatrix in, and Kathy A. Morrow and Fred E. Morrow, the witnesses to the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the testatrix, do hereby acknowledge that I signed and executed the instrument as my last Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed~ and (b) that we, the witnesses, were present and saw the testatrix sign and execute the instrument as her last will, that she willingly signed and 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 a witness and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~ (),~ ~~ tl7h~ ~ r 17k~~/~~----.'. Witness KATHY A. MORROW Atlorney al Law 217 S. Carlisle Slreet P.O. Box 250 New Bloomfield, PA 17068 ~et~ Notary Public My Commission xplres: NOT AAIAL SEAL SANDRA KAY CAMPBELL, Not8fY Public B'-omtieId Boro, Perry County My Commissioi. Expires October 26. 2002 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 NO. CD 000724 MORROW KATHY A ESQ 217 S CARLISLE ST POBOX 250 NEW BLOOMFIELD, PA 17068 ACN ASSESSMENT CONTROL NUMBER AMOUNT -------- fold 101 $150,000.00 ESTATE INFORMATION: SSN: 172-01-8860 FILE NUMBER: 21-2001- 0992 DECEDENT NAME: BOYER CATHERINE A DA TE OF PAYMENT: 01/07/2002 POSTMARK DATE: 01/04/2002 COUNTY: CUMBERLAND DATE OF DEATH: 10/22/2001 TOTAL AMOUNT PAID: $150,000.00 REMARKS: KATHY A MORROW ESQ. CHECK#102 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MORROW KATHY A ESQ 217 S CARLISLE ST POBOX 250 NEW BLOOMFIELD, PA 17068 ------.- fold ESTATE INFORMATION: SSN: 172-01-8860 FILE NUMBER: 2101-0992 DECEDENT NAME: BOYER CATHERINE A DATE OF PAYMENT: 07/19/2002 POSTMARK DATE: 07/18/2002 COUNTY: CUMBERLAND DATE OF DEATH: 10/22/2001 ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: REMARKS: EDWARD E HOLTZMAN C/O KATHY A MORROW ESQUIRE CHECK# 111 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS REV-"62 EX!' '-96) NO. CD 001427 MARY C. LEWIS REGISTER OF WILLS AMOUNT $1,592.22 $1,592.22 ~~K- STATUS REPORT UNDER RULE 6.12 Name of Decedent: Catherine A Rnyp.r Date of Death: 1 n / ::>::> / n 1 . . Will No.: 21-2001-0992 Admin. 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 1XJ No 0 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 ill 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 KJ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court andmaYbeattaChedlOthi::rt. d 'tn.~ Date:~/03 -:~ Sign~ K FI thy A M 0 r r g 1.1 Name '.....1 P.O. Box 250 , New Bloomfield, PA 17068 Address 717-582-7313 Telephone No. i7? . \ Capacity: 0 Personal Representative o Counsel for personal representative ::.1 C~ <~ \ ,. t' i'~ .J '. ~.,. ..' - "..-- -', "..---' ~ ~ \} ~ "" \J '0 IF:' (j,) .\. ~ CL f'-. I ;~;J' z ..:::: J 0 C () ( P t!C 000 LI')\!> = NO I"- X~ Q :: 0 .... <( a:l ell u.. C 0 .... ..J 0 ell ~ I .> UJ I- a.. - >, U <( - CIl I 4JC u.. Vl W C u.. . >- e w 4Ja.. 0 ~ UJ U) z w::!2 :: ~a:: v;W <( ,.::~ =\.;: ..J .... E ell .... I- U 0 ~ <( 0 u)oo I"- ;: ~ W NZ Q) en ::J o .c 1:: ::J Q) o .... u~ ~ C" C'? c:CI)..... en::JQ)O =Oen!'- .- U ::J..... ~"'CO _C.c<( 0(01::0... .... - ::J Q) .... 0 ~ - Q)" Q) en .rJ \oJ en .~~ ~ .~ a::eOU . ~) . ...;.-".~ ."':: ~ ;1) .=. . - ,,-"\,..... "..,.,.",-, ....,,~ .....;,: - - - - - - - - - ('l o fl fa 1") j') ... f1 .. o r- .. " LAW OFFICE OF Kathy A. Morrow ATTORNEYS-AT-LAW Kathy A. Morrow, Esquire Charles F. Chenot, III, Esquire 217 S. Carlisle Street, P.O. Box 250 New Bloomfield, Pennsylvania 17068 (717) 582-7313 Fax (717) 582-7724 July 18, 2002 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 r- ;..! ri K. RE: CATHERINE A. BOYER ESTATE NO. 2001-00992 PA NO. 21-01-0992 , ,-, -.",,,.J ........j Dear Register of Wills: Enclosed for filing please find an Inheritance Tax Return for the above referenced estate as well as the check for the inheritance tax and filing fee. Please date stamp one copy and return to my office in the enclosed envelope. Thank you. Sincerely, Y~d1~ Kathy A. Morrow skc Ene!. r ~,t;-lI.~ .,..';; t.W Q ~ ('..J ~,j LD -,. it (ij 0;:-- c:' :::> <:::) ~ j\ w .... (.cr' '-f~ llJ ~\j .I' - \. "'t \'<:) J: \,' ,\'~ \ ~ Cfl :J o ::r: E-l p::j :J~ OP::i U<C("t') :JT""'l Cfl ~ 0'0 ~E-lCflr-- ~Z T""'l H:J~ :30Cfl U:J<C ~ OP-< o Cl ::r: ZE-l ~ p::j<Cp::j~ ~~:J,...:I E-l p::j 0 Cfl Cfl~UH Hr:Q ~ 0::E:~p::j ~:JZ<C P::iUOU co (."f'~~ r~ i.._.; 0", .-J ;;S ~ R~V-1500 EX + (6-00) ~'~.- ~ I- Z W C W () W C W I- lil: $U) l.) 1I::lil: W~l.) :I: 11::3 l.) lLlIl lL <( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) BOYER, CATHERINE A. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY c 10/22/2001 01/04/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) [R] 1. Original Retum o 4. Limited Estate [R] 6. Decedent Died Testate (Altach copy of Win) o 9. Litigation Proceeds Received o 2. Supplemental Retum D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Allachcopy ofTrus1) o 10. Spousal Poverty Credit (date of death between 12.31.91 and 1.1-95) o 992 ""CoUNrv"CoiiE ----vEAR- - - 'N'UMaER- - SOCIAL SECURITY NUMBER 72- 0 1 - 8 860 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (date of death prior to 12-13-82) [R] 5. Federal Estate Tax Retum Required 1. 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allach Sch 0) ;;'fills,SEd':ION,.,t:lSRE! . bM~l:.ETeb!JALL'eORRESRaflDENee:'ANDjCONFIDENTIAlZ1tA:X;INFORMATIoN SHOUt.lini!El'OIREClED TO:' . NAME COMPLETE MAILING ADDRESS KATHY A. MORROW, ESQ. P.O. BOX 250 FIRM NAME (If Applicable) z o 5 :::) !::: a. < () W D:: z o i= < I- :::) a. :E o () S I- Z W C Z o lL U) W II:: II:: o l.) TELEPHONE NUMBER 717582-7313 217 S. CARLISLE STREET PA 17068 NEW BLOOMFIELD 125.,000.00 I 7&;35~.20 . (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 ONned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) X _(15) X_(16) X .12 (17) 1,060,614.81 X .15 (18) (19) OFFICIAL USE ONLY 433,670.00 466,796.66 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 1,101,825.86 23,661.29 7,549.76 (11) (12) (13) 31,211.05 1,070,614.81 10,000.00 (14) 1,060,614.81 159,092.22 159,092.22 KATHY A. MORROW Attorney at law 217 S. Carlisle Street P.O. Box 250 New Bloomfield, PA 17068 " 21-2001-0992 LAST WILL AND TESTAMENT OF CATHERINE A. BOYER I, Catherine A. Boyer, of East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, hereby revoking all prior Wills made by me, do hereby make, publish and declare this as my Last Will and Testament as follows: 1. I direct my hereinafter named Executor to pay my just debts, funeral expenses and costs of administration of my estate as soon as possible and convenient after my death. 2. I direct my hereafter named Executor to payout of the corpus of my estate, all state inheritance taxes and federal estate taxes, if any be due, which may be assessed by reason of my death on property passing under this my Last Will and Testament, or on property passing to any person or persons by reason of joint ownership thereof, such as certificates of deposit, savings bonds, etc. to the intent and effect that no person shall be required to personally pay any Pennsylvania inheritance tax or federal tax thereon. 3. I give and bequeath to the Summerdale United Methodist Church, Summerdale, Pennsylvania, the sum of Ten Thousand and 00/1 00 ($10,000.00) Dollars, to be used in the sole discretion of the Church. 4. I give, devise and bequeath all the rest, residue and remainder of my property, both personal and real, of whatever nature and wheresoever situate to my nephew, Edward E. Holtzman, provided he survives me by thirty (30) days. Cli--13 ----- :------- 5. In the event my nephew, Edward E. Holtzman, :should predecease me or die on or before the thirtieth (30th) day following my death, I direct that all the rest, residue and remainder of my estate, both real and personal and wheresoever situate, be sold by my Executor or his/her successors at either public or private sale, whichever in his/her opinion shall be for the best interest of my estate, and that the net proceeds therefrom be divided as follows: Fifty (50%) percent to my sister, Edna M. Holtzman; Fifty (50%) percent to Karen B. Holtzman; 6. I hereby nominate and appoint my nephew, Edward E. Holtzman as Executor of this my Last Will and Testament. Should Edward E. Holtzman fail to qualify or renounces his right to act as Executor, I then nominate and appoint Karen B. Holtzman as successor Executrix of this my Last Will and Testament. 7. I direct that my Executor or his successors shall not be required to give bond or other security in any jurisdiction wherein proceedings may be held in connection with my estate. Nor shall any guardian of property or persons be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this 25th day of March, 1999. CI' Ii I ' - . . ,. " I ~ "". '.I /tf\-- ll{ frzl'tJ. tl I- I ./~ (SEAL) KATHY A. MORROW Attorney at Law 217 S. Carlisle Street P.O. Box 250 New Bloomfield. PA 17068 ..etJ7n~ ~r1:JU~ Witness KATHY A. MeRROW Attolney at Law 217 S. Carlislo Streot P.O. Box 250 New Bloomfield, PA 17068 COMMONWEAL TH OF PENNSYL VANIA * * ss: COUNTY OF PERRY * We, Catherine A. Boyer, the testatrix in, and Kathy A. Morrow and Fred E. Morrow, the witnesses to the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the testatrix, do hereby acknowledge that I signed and executed the instrument as my last Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testatrix sign and execute the instrument as her last will, that she willingly signed and 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 a witness and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. (jvJi:7JM 0, ~~ ~~ tl70~ ~ f JJ U". 7/'------.- Witness ~ Notary Public My Commission NOT AAIAL SEAL SANDAA KAY CAMPBELL. Notary Public ffioom.'ield Boro. Perry County Commiss;o.. Expires October 26.2002 'REV.1502EX +(1.97) '* SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF FILE NUMBER BOYER. CATHERINE A. 21 01 0992 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 survivorshin must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 125,000.00 551 VALLEY ROAD CUMBERLAND COUNTY DEED BOOK 0 VOL. 25 PAGE 851 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 125,000.00 _'~a~"" . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE 10 NT DENT SCHEDULE B STOCKS & BONDS ESTATE OF BOYER. CATHERINE A All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21 01 0992 ITEM NUMBER - 1. DESCRIPTION 328 SHARES OF LUCENT TECHNOLOGIES @ $6.50/Share VALUE AT DATE OF DEATH 2,132.00 2. 1344 SHARES OF VERIZON @ $50.00/Share 67,200.00 3. 384 SHARES OF A.T. & T. @ $18.30 Share 7,027.20 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 76,359.20 REV-1S07 EX +(1-97) *' SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BOYER. CATHERINE A. FILE NUMBER 21 01 All property jointly-owned with the right of sUlVivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION MORTGAGE FROM BOYER HOMESTEAD, L.P., AND CENTRAL PENN, INC. CUMBERLAND COUNTY MORTGAGE BOOK 1527 PAGE 608 DATED MARCH 11, 1999 0992 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 433,670.00 433,670.00 -'~~..1'~ . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF BOYER. CATHERINE A. FILE NUMBER 21 01 0992 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. DESCRIPTION Allfirst Checking Account #0017145651 VALUE AT DATE OF DEATH 143,334.19 Allfirst Passbook Savings #87004901721011 73,850.22 Allfirst CD #87008000377039 5,039.86 Allfirst CD #87008000377942 7,033.77 1st National Bank of Marysville-Checking Account #319864 194,054.21 1 st National Bank of Marysville-CD #3053540 10,217.70 1 st National Bank of Marysville-CD #3053545 10,213.19 1 st National Bank of Marysville-CD #3055890 10,020.76 1 st National Bank of Marysville-CD #3055891 10,020.76 2001 Income Tax Refund 3,012.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 466,796.66 REV-1511EX +(1-97) '* SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BOYER CATHERINE A FILE NUMBER 21 01 0992 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. 2. FUNERAL EXPENSES: Richardson Funeral Home Summerdale United Methodist Sunday School for lunchecon 5,375.00 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Numbe~s) I EIN Number of Personal Representative(s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees Kathy A. Morrow, Esq. 15,000.00 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills, Cumberland Co. 471.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. The Sentinel - estate notice 87.35 8. Cumberland Law Journal - estate notice 75.00 9. Appraisal fee - real estate 275.00 10. 2 Short Certificates 6.00 11. James Gingrich Memorials 75.00 12. Murray Construction-Replace 3 Doors & Commode Repair 1,600.00 13. Tree Removal 575.00 14. Signature Name Stamp 21.94 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 23,661.29 ":..m,:,,, . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF BOYER. CATHERINE A. FILE NUMBER 21 01 0992 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 5,100.00 1. U.S. Treasury-2001 Est. Income Tax 2. PA Dept. of Rev.-Est. 2001 Income Tax 3. PA Dept. of Reve.-2001 Tax 4. Alicia Stine-Real Estate Taxes 5. P.P.&L. 6. East Pennsboro Township-Water & Trash 7. Verizon-Phone 8. Quantum Imaging 9. Holy Spirit Hospital 450.00 127.00 260.66 1/391.56 175.50 10.95 7.09 27.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7,549.76 ""'."':.'''' '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF H( lY1-1-< NUMBER I. SCHEDULE J BENEFICIARIES A 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS Dnclude outright spousal distributions, and transfers under - Sec. 9116 (a) (1.2)] Edward E. Holtzman 125 Peach Street Harrisburg, PA 17112 FILE NUMBER ?1 01 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Nephew O!=l!=l? AMOUNT OR SHARE OF ESTATE 100% Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Summerdale United Methodist Church 203 2 Street Summerdale, PA 17093 TOTAL OF PART II - 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) 10,000.00 $ 10,000.00 /'?-/?'~ 7 ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT - REV-lU7 EX AFP I Dl-U21 'I, DATE ESTATE OF DATE OF DEATH FILE' NUMBER COUNTY ACN 10-15-2002 BOVER 10-22-2001 21 01-0992 CUMBERLAND 101 CATHERINE A KATHV A MORROW 217 S CARLISLE PO BOX 250 NEW BLOOMFIELD ESQ ST Allount Rellitted PA 17068 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6ifj-ix-AFP--foY=o2Y------...--iNHERITANCE-TA3f-sTAfEMENT-OF-Ac-couiif--...--------------------- ESTATE OF BOVER CATHERINE A FILE NO.21 01-0992 ACN 101 DATE 10-15-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-26-2002 PR I NCI PAL TAX DUE: ........................................................................................................................................................................................................................... 159,092.22 PAVMENTS (TAX CREDITS): PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-04-2002 CDOOO724 7,894.74 150,000.00 07-18-2002 CDOO1427 .00 1,592.22 09-23-2002 REFUND .00 394.74- TOTAL TAX CREDIT 159,092.22 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J "v 1"'/ /'/- ? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-02-2002 BOYER 10-22-2001 21 01-0992 CUMBERLAND 101 KATHY A MORROW 217 S CARLISLE PO BOX 250 NEW BLOOMFIELD ESQ ST PA ~~068 Allount Rellitted '* REV-1547 EX AFP (01-021 CATHERINE A 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=i5'4-j-E;f-AFP-{oY=ozY-NoYicE--oF-YNHER-iTANcE-YAx-A-PPRAisEHENT-,--ALi-oWANCE-oi------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOYER CATHERINE A FILE NO. 21 01-0992 ACN 101 DATE 09-02-2002 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 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets NOTE: If an assessment was issued previously, lines reflect figures that include the total of 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 C TS: DATE 01-04-2002 07-18-2002 + INTEREST/PEN PAID (-) 7,894.74 .00 NUMBER CD000724 CD001427 ) CHANGED (1) (2) (3) (4) (5) (6) (7) 125,000.00 76,359.20 .00 433,670.00 466,796.66 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 1,101,825.86 31.211 05 1,070,614.81 10,000.00 1,060,614.81 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 .00 .00 159,092.22 159,092.22 159,486.96 394.74CR .00 394.74CR . 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.) (9) (10) 23,661.29 7.549.76 (11) (12) (13) (14) .OOXOO= .00 X 045= .00 X 12 = 1,060,614.81 X 15 = (19)= AMOUNT PAID 150,000.00 1,592.22 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE (~ CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Catherine A. Boyer Date of Death: October 22, 2001 File No. 2001-00992 PA File No. 2101-0992 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 November 6, 2001. PC;::o =<<' d ro ::S ~.. -.... n 0"":' R ~C Z C::l S@ ,': NAME ADDRESS Edward E. Holtzman 125 Peach Street Harrisburg, PA N o Summerdale United Methodist Church 203 2 St. Summerdale, PA 1 71.1J~.: -rJ; ::C', ::. 17093 -0 .,p,. o o Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A DATE: /I) 11/61 ~4~J K th . Morro , Esq.~ P.O. ox 250 217 S. Carlisle Street New Bloomfield, PA 17068 Telephone: 717-582-7313 Capacity: Personal Representative X Counsel for Personal Representative