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Home My WebLink About01-1017 " PETITION FOR PROBATE and GRANT OF LETTERS Estate of BETTY JANE MARONIC No. ~l - D\... \ D 'f also known as BETTY J. MARONIC To: Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 192-14-6691 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner( s), who is/are 18 years of age or older an the execut or named in the last will of the above decedent, dated November 9. 1994 and codicil(s) dated n/a Decedent, then 78 years of age, died 8/28/01 at Hospice House. Linl2:1estown Road. Linglestown. P A Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never ajudicated incompetent: none 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 situated as follows: 3700 Sullivan Street, Mechanicsburg;, P A 17050 $ $ $ $ 84.900.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) /Q,.-b, i.~ Douglas .Maronic, II - en 1) U ~ :s! en- <l) en P::'5' "0 :: :: 0 cu '':::: 3.~ <l)Q.. ....'- .3 0 ~ ~ Ci3 ~J 31 S. White Oak Blvd Mechanicsburg PA 17050 OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TH OF PENNSYL VANIA } ss COUNTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner( s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and a' 'ste the estate according to law. , aT ~ ~. l::l E' ~ 2 , .. No. 21 - 01 - 1017 Estate of BETTY JANE MARONIC , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW NOVEMBER 5" 2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 11/9/94 described therein be admitted to probate and filed of record as the last will of Betty Jane Maronic a/k/a Betty J. Maronic and Letters Testamentary are hereby granted to Douglas S. Maronic, II FEES Probate, Letters, Etc.. . . . . . . . $ 200.00 Short Certificates ( 4}...... $ 1 2 . 00 Renunciation. .... . . . . . $ X-Pages $ 18.00 JCP ~.uu TOTAL_$ 23S.00 Filed. .N.OY~MB.E~. ~,. ?QQ1. . . . . . . Mailed letters to attorney on 1t1-5-01. '10() JIj~ MA- {~.Oh~..' ~ Register o{Wi11s MARY CLEWIS Daryl J. Gerber. ESQuire. J.D. No. 21372 ATTORNEY (Sup. Ct. I.D. No.) 46 E. Main Street Palmyra PA 17078 ADDRESS 717-838-5411 PHONE lJ0'5.80'5 REV 9186 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. p 7621235 /J ~/? .~ p--' Ot/Jt,AC/ / ( l/G-U:l_J'-,-:-'/~-'tf' Local Registrar 0 Fee for this certificate, $2.00 No. AUG 2 j 2001 Date 3 Rev. 2117 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT Iflflll. Middle. L_I L Betty J. Maronic AGE lLMI BirIhdayt UNDER I YEAR Monh o.wa SEX I. Female STATI FUNUMBER SOCIAL SECURITY NUM8ER 192 - 14 - 6691 DATE OF DEATH ,McnIIl. fla). '..., ... August 28, 200 I ~IKJ 13. f'2'2I CoIeoe 11.4Of!>+1 SUIMYlNG SPOUSf II..... gr.e _ Nlnet 0ilI dIclIdInI ... in. ---, oro ..... CilWIlIOoO. 17109 NAME AHO AOOAES$OF MClUTY ~ichardson F.B. 29 S. Enola Dr. Enola Pa. 17025 lICENSE NUNIlER 0An: SIGNED (MonI\. ~ 'fUr' -...re CAUSI! (Fonel c--.ar CGIlIMian -*'lI"'ClMIIlI- tf.- MAT I: 0lMr .............-*IluIIneto.... WI 1IllI--' inlhellllCllflWlng_ glwft InflUlT I. -.-lM-a _be-......1Ir ",-"'~dNIh. O.G'E PAONOUNCED DEAD (MonlII. Clay. ...... 14. 6:15 A .21. August 28, 2001 D. MIlT I: ~Ihe...... ....01 ~ wIlicIl ceUMd1/le dulh. OD 1IllI_"'1llCIde 01 clVIng. ......... cwdec 01 rnpiralOly "'.. Jh<<II or htNIII........ LiIIonIr__CIll eKIl_. ~......... ..... .......to..... - ~UIIDINYJNQ CMIIII! (Die-. or ."",., .......,- ....ano '" ClMIIlI LAST E DUE 10(01'1 AS A CONSEQUENCE Of): ~ /l#I AU10PSY WI!AE AU10PSY FINDINGS IoIAHNER OF DEATH DArE OF INJURY TIWE OF INJUAY INJURY R WOAK? DESCR18E HOIN INJURY OCCUAAEO. PEAFOAMEO? -.-aE PRIOR 10 (!(" CMonlh. Oey. -I OFCAUSE OF DERH? ......... HomicIde 0 NoD 0 . Accident ~ "-lQeIlOn .0 No .0 NoD SuicidII 0 CouIcIIlOI be clelemltMcI -.oecAL EXAIIINl!RICORONEA On tile...... aI..MIlnatlon eNf/", '_........... In my GfIlnIon. de.... occurred MUle lime. dat.. .nd piece. end due to the cauul.).net _ .. ".IM.. . . . . . . . . . . . . . . . . . . .. .. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. .. . . . . . . . . .. . .. . . . . . . . . . .. . . . .. .. . . .. . . . . :11.. REG! bi,lol vi A' I IlL ... 21. CIImflER ~",., anel 'C8ITIF'tINQ~{Pll~~__o1_ __ phYIIC_llespanouncecJ_ano~_231 ............,~.--ClCCUInd__....CMNe(.).....__........................................................... . "PRONOUNCING ANa c:sn'.,.,1NQ flHYSICIAN ~ bolh i>'onounc:.Ilg 0Nlh _ cenoIyonQ IO~ 01_1 To...........,IuIowlMgII. ....-........................plece..............ceuMCa)..... _........................ ... ........ :13. LAST WILL AND TESTAMENT OF BETTY JANE MARONIe KNOW ALL MEN BY THESE PRESENTS, That I, BETTY JANE MARONIC, of the Township of East Pennsboro, County of Cumberland, and Commonwealth of Pennsylvania, do make, publish, and declare this instrument to be my Last will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST: I direct the Executor hereof to pay all my just debts, funeral expenses and costs of administration as soon as conveniently may be done after my death. I further direct the Executor hereof to pay all inheritance, estate, transfer and succession taxes which may be levied or assessed upon any property which is included as part of my gross estate for the purpose of any such tax. The purpose of my provision for a life estate and a trust for my Son is to provide solely for his care and maintenance. I am aware that both the Commonwealth of Pennsylvania and the united States through their respective courts have entered restitution orders against my Son for crimes he has admitted or been adjudged guilty to be paid to the victims of those crimes. As hereinafter set forth, if for any reason, the life estate and trust would be subject to the restitution orders and/or my Son's creditors, if any, I have provided that the life estate and ~ trust would be void and my entire estate given to my Grandson, DOUGLAS S. MARONIC, II. Although in that event I realize that my Grandson would have not legal duty to take care of my Son, I make a precatory request that he use the monies in my estate for the care and maintenance of my Son. SECORD: I give, devise and bequeath unto my Son, DOUGLAS S. MARONIC, a life estate in my East pennsboro Township home. If, however, for any reason whatsoever the aforesaid life estate is subject to any claim howsoever designated of any creditor of my Son, then this life estate is voided and all my property howsoever designated will be devised and bequeathed in accordance with Paragraph THIRD of this my Last Will and Testament. THIRD: In the event that my Son, DOUGLAS S. MARONIC, does not survive me by a period of thirty days, then in that event, I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares, share and share alike to my Grandson, DOUGLAS S. MARONIC, II, per stirpes. FOURTH: In the event that my Son survives me by the said period of thirty (30) days, I give, devise, and bequeath unto DOUGLAS MARONIC, II, in trust for the benefit of my son the rest, residue, and remainder of my estate. The principal and income of this trust is to be utilized for the support and maintenance of my Son. I hereby give the Trustee the power and authority to - 2 - I utilize the funds in this trust in accordance with his best judgment as to the needs of my Son. (b) The trust created under this Fourth Paragraph of my Last will and Testament shall terminate when my Son dies and the trustee is directed to distribute the principal and income then remaining in the trust as set forth in Paragraph THIRD of this my Last will and Testament. FIFTH: The trustee shall have the following powers: (a) to exercise all powers granted to trustees by the common law or any applicable statues (as they exist at this date or are subsequently amended), to the extent that they increase the powers granted to trustees. If, however, those powers are in conflict with the provisions of this Will, the terms of this Will shall prevail; (b) To retain any property becoming a part of the trust estate, including non-productive property, without having to account for the loss of income; (c) To convey, sell, transfer, exchange, partition, mortgage, pledge, lease, assign, or otherwise dispose of, hypothecate, or deal with any and all properties in the trust estate; (d) To borrow or lend money for such purposes and on such terms and conditions as the Trustee deems appropriate; (e) To invest and reinvest any assets, funds, properties, or income of the trust estate in such properties or investments (whether income-producing or not) as the Trustee deems appropriate; (f) To accept from any source any property acceptable to the Trustee to be held as part of any trust hereunder. The trustee also is authorized (but not directed) to accept from the Executor, at the termination of the administration of any estate of which any trust established herein may be the beneficiary, the assets delivered by the Executor to the Trustee on the basis of the accounting therefor as submitted by the Executor, without requiring an audit or other independent accounting of the acts of such Executor. No Trustee hereunder shall have any duty, responsibility, - 3 - Yf obligation, or liability whatsoever for, or any duty, responsibility, obligation, or liability whatsoever for failure to rectify the acts or omissions of said Executor; and (g) The Trustee shall have the right and power to utilize whatever portion of the funds of the trust created under the fourth paragraph of this my Last Will and Testament to purchase, renovate, and or add to any real estate necessary to provide a home for my children until each and every child attains their twenty second (22) birthday. The Trustee shall not be required to repay any funds so utilized to the trust and any real estate purchased, renovated, added to the existing structure will remain the Trustee's upon the termination of the trusts created under the forth paragraph of this my Last Will and Testament. SIXTH: No Trustee shall be responsible or liable for any loss to the Trust estate that may occur by reason of depreciation in value of the properties at any time belonging to the trust estate nor for any other loss to the trust estate that may occur, except that each Trustee shall be liable for his or her own negligence or willful misconduct. SEVEHTH: Any Trustee may resign by filing a written instrument duly acknowledged of record in the Deed Records of Cumberland County, which filing shall deprive immediately any such resigning Trustee of all powers as Trustee hereunder except those powers appropriate to the administration of the trust during the time required for the transfer of the Trust assets; provided, nevertheless, that at least thirty (30) days prior to such filing, the resigning Trustee shall give written notice - 4 - v ~ thereof to those persons who could in the discretion of the Trustee receive income from the Trust estate and are at such time sui juris. No purchaser from, or other person dealing with, any Trustee is obligated to examine such Deed Records, any such person acting in good faith shall be protected in all transactions with any Trustee, whether or not any such resignation has taken place. If the original Trustee and all successor Trustees named herein, or if any other successor Trustee shall resign, or otherwise cease or fail to serve, the president judge of Cumberland County, acting in his individual capacity and not his judicial capacity, shall appoint a successor Trustee: Any national or state bank, trust company or other financial institution in the United States having trust powers and a capital and surplus of One Million Dollars ($ 1,000,000.00) or more shall quality as a successor trustee. EIGHTH: upon the appointment and qualification of any successor Trustee, the same duties shall devolve upon, and the same rights, powers, authorities, privileges, and discretions shall inure to him, her or it as to the Trustee originally designated hereunder; and all rights, powers, authorities, privileges, and discretions shall be exercised without the supervision of any court. - 5 - KIKTH: If, however, for any reason whatsoever of aforesaid trust is subject to any claim howsoever designated of any creditor of my Son, then this trust is voided and all my property howsoever designated will be given, devised and bequeathed in accordance with paragraph THIRD of this my Last Will and Testament. TEKTH: I appoint my said Grandson, DOUGLAS S. MARONIC, II, to be Executor of this my Last Will and Testament. I do hereby give to the Executor hereof full power, discretion and authority at any time or times to sell, at private or public sale, mortgage, lease pledge, exchange or otherwise deal with or dispose of the property comprising my estate as deemed best, to settle and compound any and all claims in favor of or against my estate as deemed best and, for any of the foregoing purposes, to make, execute and deliver any and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefor. ELEVEKTB: In the event my Executor said fails or refuses for any reason to serve as Executor of this my Last Will and Testament, then in that event I appoint my Grandson, , as Executor of this my Last will and Testament. LASTLY: I direct that no fiduciary appointed by this, my Last Will and Testament, shall be required to give bond and that Vf - 6 - if, notwithstanding this direction, any bond is required by any law, statute or rule of court, no surety shall be required thereon. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last will and Testament, consisting of seven (7) typewritten pages on the margin of which (except this page) I have affixed my (.4 day of71~~ initials this , A.D. 199 Lf. f3~~~ Signed, sealed, published and declared by BETTY JANE MARONIC, the above-named Testatrix, as and for her Last Will and Testament, in the presence of us and each of us, who at her request, and in her presence, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. - 7 - 21 - 01 - 1017 // REGISTER OF WILLS OF COUNTY / OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) eing duly qualified according to law, depose(s) and say(s) that present and saw Sworn to or affirmed and subscribed befo me this signed as a witness at the e presence of each other) (in the presence of the the testat , sign the same and that request of testat_ in h presence and (in other subscribing witness(es)). (Name) (Address) Register (Name) (Address) REGISTER OF WILLS OF d('{'Ml}i1?~~ COUNTY OATH OF NON-SUBSCRIBING ITNESS Qk n.- . fl1/rt~N l~ ~~ ~R"L f'ilA-ftOtJ J~d-~'r{ NIC- (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) t WE k'R.-E familiar with the signature of TT't test~ of (~f- tA~ ~i1Tg ..:tntS5tr~ the ~ presented herewith and vV~ ~'(etli.il believe1 the signature on t~ in the handwriting of ~-J::5'ETN SA-NE- ~N IL to the best of 0 ~ knowledge and be~ / II J1 Sworn to or affirmed a~Ubscribed before I ~ / f/ ( ~ me this -.5 T: day of ~JJ.~~~~ MA Y C LEWI SR. eglster that (Address) REV-15oo EX + (6-00) I- Z W C W o W C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) MARONIC BETTY J. DATE OF DEATH (MM-DD-Year) REV-1500 INHERITANCE TAX. RETURN RESIDENT DECEDENT OFFICIAL USE ONLY DATE OF BIRTH (MM-DD-Year) 1 92- 1 4 - 6 691 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 08/28/2001 08/27/1923 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) W I- ~ ~U) UO::~ wg;u J: 0::3 Ua.lQ a. <C [R] 1. Original Return D 4. Limited Estate [R] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received SOCIAL SECURITY NUMBER D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of death prior to 12.13-82) o 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Da 1 J. Gerber Es uire 46 E. Main Street FIRM NAME (If Applicable) Brandt & Gerber LLP TELEPHONE NUMBER 717-838-5411 Palm a PA 17078 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) z o ~ ...J ::J l- e: <( o W 0::: I- Z W Cl Z o a. U) w 0:: 0:: o U (1) (2) (3) (4) (5) 43,252.50 ~ USE ONLY l : - ] 1 ,828.06 . . -;:.......} (6) ('; C.') c:. t:.; ;::', -i (7) (8) 45,080.56 (9) (10) 5,575.00 17,866.77 (11) (12) (13) 23,441.77 21,638.79 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o t= ~ ::J D.. ~ o o ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 (14) 21 ,638.79 X _(15) 21,637.79 X .045 (16) X .12 (17) X .15 (18) (19) 973.70 973.70 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < D d · C I t Add ece ants amp e e ress: STREET ADDRESS 3700 Sullivan Street CITY I STATE I ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. T ax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 973.70 Total Credits (A + B + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 973.70 973.70 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE 12" 'I 0/ PA 17050 DATf \~\l..\lo PA 17078 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(a)(1 )1. The tax rate imposed on the net value of transfers tQ or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ~'~.,,~ '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R_JD_NT DE DENT SCHEDULE A REAL ESTATE ESTATE OF MARONIC. BETTY J. All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. ITEM NUMBER 1. FILE NUMBER ~~ -0(- ~<b DESCRIPTION proceeds from sale of real estate situate at 3700 Sullivan Street, Mechanicsburg, PA Parcel No. 09-15-1286-004 per HUD-I attached VALUE AT DATE OF DEATH 43,252.50 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 43 252.50 ~'~"."" '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MARONIC. BETTY J. FILE NUMBER o~-'D\ _ ~ 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. DESCRIPTION VALUE AT DATE OF DEATH 858.10 PSECU Savings Account No. 192146691 2. PSECU checking Account No. 192146691 272.75 3. United States Treasury - tax relief 80.30 4. Corncast - refund 28.49 5. ReMax - refund 125.00 6. American Red Cross - lifeline refund 10.00 7. H.B. McClure Co. - refund 291.43 8. State Farm - refund 161.99 9. Personal property of no value - all was disposed of in dumpster 0.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1 828.06 ~"'"."., '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MARONIC. BETTY J. FILE NUMBER 6~-O(- ~<t; Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Richardson Funeral Home 850.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Daryl 1. Gerber, Esquire 4,335.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills - letters 235.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. Cumberland Law Journal 75.00 8. The Sentinel 80.00 TOTAL (Also enter on line 9, Recapitulation) $ 5.575.00 (If more space is needed, insert additional sheets of the same size) ~'"'".''''' '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER ~-Ol-~~ ESTATE OF MARONIC. BETTY J. Include unreimbursed medical expenses. ITEM NUMBER AMOUNT DESCRIPTION 1. Tiger Trash - 361.80 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. K-Mart - paint and misc supplies for house 276.91 Home Depot - paint, etc. 27.19 Hospice House of Central P A 940.00 PP&L 173.72 The State Employes' Retirement System - overpayment 51.02 Wal-Mart - Account No. 6032207420990574 1,086.29 Bon-Ton - Account No. 050-393-685 457.17 Sears Premier Card - Account No. 54 84073 92881 5 2,141.40 Sears Home Improvement - Account No. 06 52679 58509 9 3,490.63 K-Mart - Account No. 0007101550000096674 702.38 Boscov's - Account No. 003607860 1,109.05 PSECU - Visa Account No. 192146691 7,049.21 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 17866.77 ~,."u."~ '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER "t><() -0\ -S~<g MARONI ~. BFTTY .1. 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) 1. Douglas S. Maronic, II ( son Douglas S. Maronic predeceased) grandson 100 % residuary 31 White Oak Blvd Mechanicsburg, P A 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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 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) LAST WILL AND TESTAMENT OF BETTY JANE MARONle KNOW ALL MEN BY THESE PRESENTS, That I, BETTY JANE MARONIC, of the Township of East Pennsboro, County of Cumberland, and Commonwealth of Pennsylvania, do make, publish, and declare this instrument to be my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST: I direct the Executor hereof to pay all my just debts, funeral expenses and costs of administration as soon as conveniently may be done after my death. I further direct the Executor hereof to pay all inheritance, estate, transfer and succession taxes which may be levied or assessed upon any property which is included as part of my gross estate for the purpose of any such tax. The purpose of my provision for a life estate and a trust for my Son is to provide solely for his care and maintenance. I am aware that both the Commonwealth of Pennsylvania and the United States through their respective courts have entered restitution orders against my Son for crimes he has admitted or been adjudged guilty to be paid to the victims of those crimes. As hereinafter set forth, if for any reason, the life estate and trust would be subject to the restitution orders and/or my Son's creditors, if any, I have provided that the life estate and ~ ~.- -~:..,~___.--. -..<- '~'-""'I~""-'~'"..'-n'-.,'''-~'~''~'-_'-''_ _~_.... ...~._,____ _. trust would be void and my entire estate given to my Grandson, DOUGLAS S. MARONIC, II. Although in that event I realize that my Grandson would have not legal duty to take care of my Son, I make a precatory request that he use the monies in my estate for the care and maintenance of my Son. SECOND: I give, devise and bequeath unto my Son, DOUGLAS S. MARONIC, a life estate in my East Pennsboro Township home. If, however, for any reason whatsoever the aforesaid life estate is subject to any claim howsoever designated of any creditor of my Son, then this life estate is voided and all my property howsoever designated will be devised and bequeathed in accordance with Paragraph THIRD of this my Last will and Testament. THIRD: In the event that my Son, DOUGLAS S. MARONIC, does not survive me by a period of thirty days, then in that event, I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares, share and share alike to my Grandson, DOUGLAS S. MARONIC, II, per stirpes. FOURTH: In the event that my Son survives me by the said period of thirty (30) days, I give, devise, and bequeath unto DOUGLAS MARONIC, II, in trust for the benefit of my son the rest, residue, and remainder of my estate. The principal and income of this trust is to be utilized for the support and maintenance of my Son. I hereby give the Trustee the power and authority to - 2 - \{ utilize the funds in this trust in accordance with his best judgment as to the needs of my Son. (b) The trust created under this Fourth Paragraph of my Last Will and Testament shall terminate when my Son dies and the trustee is directed to distribute the principal and income then remaining in the trust as set forth in Paragraph THIRD of this my Last Will and Testament. FIFTH: The trustee shall have the following powers: (a) to exercise all powers granted to trustees by the common law or any applicable statues (as they exist at this date or are subsequently amended), to the extent that they increase the powers granted to trustees. If, however, those powers are in conflict with the provisions of this Will, the terms of this Will shall prevail; (b) To retain any property becoming a part of the trust estate, including non-productive property, without having to account for the loss of income; (c) To convey, sell, transfer, exchange, partition, mortgage, pledge, lease, assign, or otherwise dispose of, hypothecate, or deal with any and all properties in the trust estate; (d) To borrow or lend money for such purposes and on such terms and conditions as the Trustee deems appropriate; (e) To invest and reinvest any assets, funds, properties, or income of the trust estate in such properties or investments (whether income-producing or not) as the Trustee deems appropriate; (f) To accept from any source any property acceptable to the Trustee to be held as part of any trust hereunder. The trustee also is authorized (but not directed) to accept from the Executor, at the termination of the administration of any estate of which any trust established herein may be the beneficiary, the assets delivered by the Executor to the Trustee on the basis of the accounting therefor as submitted by the Executor, without requiring an audit or other independent accounting of the acts of such Executor. No Trustee hereunder shall have any duty, responsibility, - 3 - . ~ ~ ! obligation, or liability whatsoever for, or any duty, responsibility, obligation, or liability whatsoever for failure to rectify the acts or omissions of said Executor; and (g) The Trustee shall have the right and power to utilize whatever portion of the funds of the trust created under the fourth paragraph of this my Last will and Testament to purchase, renovate, and or add to any real estate necessary to provide a home for my children until each and every child attains their twenty second (22) birthday. The Trustee shall not be required to repay any funds so utilized to the trust and any real estate purchased, renovated, added to the existing structure will remain the Trustee's upon the termination of the trusts created under the forth paragraph of this my Last Will and Testament. SIXTH: No Trustee shall be responsible or liable for any loss to the Trust estate that may occur by reason of depreciation in value of the properties at any time belonging to the trust estate nor for any other loss to the trust estate that may occur, except that each Trustee shall be liable for his or her own negligence or willful misconduct. SEVENTH: Any Trustee may resign by filing a written instrument duly acknowledged of record in the Deed Records of Cumberland County, which filing shall deprive immediately any such resigning Trustee of all powers as Trustee hereunder except those powers appropriate to the administration of the trust during the time required for the transfer of the Trust assets; provided, nevertheless, that at least thirty (30) days prior to such filing, the resigning Trustee shall give written notice - 4 - - ~ ~ I . ^ ~ ~ , thereof to those persons who could in the discretion of the Trustee receive income from the Trust estate and are at such time sui juris. No purchaser from, or other person dealing with, any Trustee is obligated to examine such Deed Records, any such person acting in good faith shall be protected in all transactions with any Trustee, whether or not any such resignation has taken place. If the original Trustee and all successor Trustees named herein, or if any other successor Trustee shall resign, or otherwise cease or fail to serve, the president judge of Cumberland County, acting in his individual capacity and not his judicial capacity, shall appoint a successor Trustee: Any national or state bank, trust company or other financial institution in the United States having trust powers and a capital and surplus of One Million Dollars ($ 1,000,000.00) or more shall quality as a successor trustee. EIGHTH: Upon the appointment and qualification of any successor Trustee, the same duties shall devolve upon, and the same rights, powers, authorities, privileges, and discretions shall inure to him, her or it as to the Trustee originally designated hereunder; and all rights, powers, authorities, privileges, and discretions shall be exercised without the supervision of any court. - 5 - NINTH: If, however, for any reason whatsoever of aforesaid trust is subject to any claim howsoever designated of any creditor of my Son, then this trust is voided and all my property howsoever designated will be given, devised and bequeathed in accordance with Paragraph THIRD of this my Last will and Testament. TENTH: I appoint my said Grandson, DOUGLAS S. MARONIC, II, to be Executor of this my Last will and Testament. I do hereby give to the Executor hereof full power, discretion and authority at any time or times to sell, at private or public sale, mortgage, lease pledge, exchange or otherwise deal with or dispose of the property comprising my estate as deemed best, to settle and compound any and all claims in favor of or against my estate as deemed best and, for any of the foregoing purposes, to make, execute and deliver any and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefor. ELEVENTH: In the event my Executor said fails or refuses for any reason to serve as Executor of this my Last Will and Testament, then in that event I appoint my Grandson, ____, as Executor of this my Last will and Testament. LASTLY: I direct that no fiduciary appointed by this, my Last Will and Testament, shall be required to give bond and that ~ - 6 - if, notwithstanding this direction, any bond is required by any law, statute or rule of court, no surety shall be required thereon. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages on the margin of which (except this page) I have affixed my initials this 1,4 day off1t7Z}..G--s-rl~~ ,A.D. 199 Lf. &~f}~l~ Signed, sealed, published and declared by BETTY JANE MARONIC, the above-named Testatrix, as and for her Last Will and Testament, in the presence of us and each of us, who at her request, and in her presence, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. - 7 - . . A. 'settfement Statement U.S. Department of Housing and Urban Development ~ ,r OMB No. 2502-0265 E. NAME AND ADDRESS OF SELLER: (Seller TIN - ) F. NAME AND AOORESSOFLENOeA: B. Type of Loan 1. 0 FHA 2.0 FmHA 3. 0 Conv. Unins.File Number Bourdette 4.0 VA 5.0 Conv. Ins. C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "p.o.c." were paid outside of closing; they are shown here for informational purposes and are not included in the totals. D.NAMEANO AODRESSQF BORROWER: Loui sE.Bourdette and Linda L. Bourdette 434 Herman.5treet .. Lemoyne .PA Betty J. Maronic Estate 3700 Sullivan Street. Mechanicsburg. PA 17055 The Washington Savings BankfSB SHSEast Trindle Road. MecHanicsburg PA 17050 Loan Number Mortgage Insurance Case Number G. PROPEFnrV 3700 Sullivan Street LOCATION: Mechani csburg. PA 17055 H. SETJl,;EMENTAGENT: PLACe...OF'...SE1'"itEMENT: (TIN ... .25.16Q661S) John R. Fenstermacher Attorneys and Counselors at Law Sl15last TrindleRoad, Mechanicsburg, PA 17050 I. SETTLEMENT DATE: November 16. 2001 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 1 OO.GAOS5AMbUN'f'OLJE.. FAOM80AROWER: 00. GROSS AMOUNT DUE TO SELLER: 101 : ColitraCtlaIn pdCe ... 84.900.00 401. Contract safe. priCe 84.900.00 102. P.rsonal property 02. Personal prop.rty 103, S.ttletn.lilctlatg.s..!oboHo.....r: 403. (Irom line 1400) 3.630.02 104. 404. 105. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 1 D6,CltyltowolilX.. to 406. Cityltown taxes to 107. County laxes 11/16/01 to 12131/01 32.20 407. County taxes 11/16/01 to 12131/01 32.20 1 OS. A$8..8",..ot8 11/16/0110 6/30/02 605.79 408. Assessments 11/16/01 to 6/30/02 605.79 109. Trash 11/16-12/31 17.50 409. Trash 11/16-12/31 17.50 lto. ..... 410. 111. 411- 112. ..... .. 412. GROSS AMOUNT DUE FROM BORROWER: 89,185.51 420. GROSS AMOUNT DUE TO SELLER: 85.555.49 120. 200. AMQUNTSPAID BY 00 IN · BEHALF .OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201- Deposit or earnest money 4.000.00 501. Excess deposit (see Instructions) 2D2.Prlncipal amourit of neW loa"(s) 54.900,00 502. Settl..ment charg..s to se\ler (lin. 1400) 5,291.58 203. Existing loan(s) taken sub/eet to 03. Existing loan(s) taken sublect to 204. 504. Payofl of fir.t mortgage loan Waypo i nt Bank 37.011.41 205. 505. Payoff of second mortgage loan 206. 506. 207. 507. 208. < ....... 508. . 209. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210, City/town taxe. to 510. City/town taxes to 211. CollnlylaQS .... 10 .' 511. County taxes to 212. Ass.ssm.nt. to 512. Assessments to 213. ........... ...... .. 513. 214. 514. 215. .... ...... ............. ...... . 515. 216. 516. 21'7. > ....... 5H, 21S. 518. 219. .... .... .. ..... 519. 220. TOTAL PAID BYIFOR 58.900.00 520. TOTAL REDUCTIONS 42.302.99 BORROWER: IN AMOUNT DUE SELLER: 300. CASH ATSE'l'1'LeMEm .FROM/TOBORROWER: 600. CASH AT SETrLEMENT TO/FROMSELLER: 301. Gross amount due from borrower (line 120) 89.185.51 601. Gross amount due to seller (line 420) 85.555.49 302. LessamountDatdbv/forborrower (line 220) 58.900.00 602. Less reduct'ns in amt. due seller(l ine 520 . 42.302.99 303. CASH ( g]FROM) (OTO) BORROWER: 30,285.51 603. CASH ( ~TO) ( o FROM) SELLER: 43.252.50 . HUD-1 (3-86) - RESPA, HB 4305.2 PAGE 1 . HUn-, (Rev. ~{861 L ........,. ., .. OMB No. 2502-0265 700. TOTAL SALES/BROKER'S COMMISSION PAID FROM PAID FROM , BASED ON PRICE $ 84.900.00 @ 5. 000 % . 4.245.00 BORROWER'S SELLER'S FUNDS FUNDS DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: AT AT 701.",y"""M'.'. ........ to .. ReMaxRealtllAssodates SETILEMENT SETILEMENT 702. it 2 522.00 to Prudential Thomason Wood 703.' Cam"''''"lon..'nald. at.. settlement '. 4 245.00 704. SETtl.EMENT....CHAAGES 800. ITEMS PAYABLE IN CONNECTION WITH LOAN: 801. Loan..rl Inatlont8. 807. 808. 80Q 810. 75.00 250.00 85.00 350.00 Q01.lnterestlrom da 152.25 r8. to rs. to Nationwide 219.00 p.oe.) 1001. Hazard Insurallce montha@ $ months @ $ months @ $ 11 months @ $ 6 montha @ $ months @ $ month. @ $ months @ $ Escrow Ad'ustment 18.25' per month per month per month per month per month per month per month per month 54.75 1004. Count ro ert taxee 1005.Allnuaiaue8s.ll'Ients 1006. Flood Insurance 1007. 1008. 20.92 81.17 230. 12 487.02 -268.87 1101. Settlement or closln fee to 11 02/Ab.lra<:t ar..1Itte. .earchto 1103. Title examination to 1104..Tlllil.lilllurilnC..tllnclerto 1105. Document re aratlon to 1106. NOla,hl.sto 1107. Attorney's fees to Brandt & Gerber (POC) Includes above items Numbers: 'Fenstermacher and Associates 1l01-li04 (Oct-Dee) ($ 54,900.00) $ 84 900.00 15.00 . Rsleases 15.50 90.00 15.50 849.00 849.00 30.00 22.00 35.00 120.00 125.00 125.00 42.08 3.630.02 5.291.58 1301. ,SUrvelo 1302. Pest Ins ectlon to 1303. 1304. 1305. 1306. 1307. 1111. 1112. . Mort a e Deed $lam s: O..ecl Courier Fee to TWSB FloodCerti ficationFee to Geo Tract NAL SETILEMENT CHARGES: 849.00 849.00 1400. TOTAL SETTLEMENT CHARGES I have carefully reviewed the HUD-l Settlement Statement and 10 the best of my knowledge and belle1, il is a true and accurate statement of all receipts and disbursemsnts made ::.~~:.'''""J m: '" '"'~"";e~:::,' ':~:'::,::O", ;;;::'"'',CJ''T 'j-:; r ~ 0... 11116/01 ~urdette Be~roniC Estate lorrowez,~;r'/~ Dale: 11/16/01 Linda L. Bourdette Sellar or Agent: Date: Date: ause the funds to be disbursed in accordance 'h.. HUD-, Set1lemenl Stat..ment which I have prepared /s a true and accurate account of this transaction. '''h Ihls slatement. Date: 11/16/01 iARNING: "Is a crime 10 knowingly make false statements to the United States on this or any ,enl. For details .ee: TItle 18 U.S. Code Section 1001 and Section 1010. 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 BRANDT & GERBER LLP 46 E MAIN STREET PALMYRA, PA 17078 -------- fold ESTATE INFORMATION: SSN: 192-14-6691 FILE NUMBER: 21 - 200 1 - 1 0 1 7 DECEDENT NAME: MARONIC BETTY JANE DATE OF PAYMENT: 1 2/ 1 1 /2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/28/2001 NO. CD 000628 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $973.70 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BRANDT & GERBER LLP CHECK# 1013 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $973.70 MARY C. LEWIS REGISTER OF WILLS 111~ (.) iW 11,0 1I1~ .. .. .... .. till .. " - f""""'t '" ...-1 <1: a. e cr: - a..: (/, :r ~ <! I ... ....... ,-. R~~~[f'~: .. ~ ~2'] ... ... -- ilia 'tj ~ '$'1(." ,.. -"~:;:~j~ "- '- ... .... '- ... ~ ... .. .. \~t~ ... ... ... t:. ~';~,~ ~:1 .. -- t: '- ~ f""-i ... 0 0 .. N .. 0 - r-t . ,. ~ g . m ~ ~ c fr,J.( 0:2 }.J I- <( Wt-CII;." C> <( z ~ 10 - 1/11 I · "'-'4- <t ~ "" w ~ ~ L Z ..:. ...... r=~ (/) 0. : <(. . ..,:. b.I <( i.i,~ 1111 I ,I .. -. ........,., .",~ ~ ,~ --. .. ..., ~ '- .01 ole 11 Cler.-~-~, C~tll1beL(:' - .~ , ) ;J ti__-.~ -._- . ~,J \1 ~i ,! ~f ~ ....... l -.. c , - <0 ~ ~ ~ ~ <(j -~ ~\j i~ ~ ~ ~ J ~ ~-1- VJ j "'- J ~ ~ ~ (V~~~ 0{ ~ l~ ~ " r. t. t' l< CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Betty J. Maronic Date of Death: 8/28/2001 Will No. 21-01-1017 Admin. No. /001-01017 To the Register: I certify that notice of (beneficial interest) 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 on 11 /20 / 200 1 Name Address Douglas S. Maronic, II 31 Whie Oak Blvd.Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: 1/30/02 iDfVvtlCf kd4<: Signature Name DAryl J. Gerber, Esq. Address 46 E. Main street Palmyra, PA 17078 ~~- r-- . L ,~-.) , j...""i::'> Telephone ( 7 In 8 3 8 - 5 4 11 ~JllvJ ;;).'"""CV ZZ: H\J l- 833 lO. Capacity: _ Personal Representative ~Counsel for personal representative \. //}-/9-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ReeDI ;;:.;.; Re~ll:~t( DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-29-2002 MARONIe 08-28-2001 21 01-1017 CUMBERLAND 101 of DARYL J GERBER ESQ BRANDT & GERBER 46 E MAIN ST PALMVRA .02 FEB -1 P 1 :43 '* REV-151j7 EX iFP U2-DOJ BETTY J Allount Rellitted Cler~\ PA 1 n1t~ben;.;; F) 1-\ 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--fi"2-:oCtr-NOTici-OF-'rtiHEififANCi-TAiC-APPRAisEifENT~--Ail-oWAiici-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MARONIC BETTY J FILE NO. 21 01-1017 ACN 101 DATE 01-29-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 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 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. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (I) (2) (3) (4) (5) (6) (7) 43~252.50 .00 .00 .00 1~828.06 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 5..575.00 17.866.77 (11) (12) (13J (14) NOTE: .00 X 00 = 21.. 637 . 79 X 045 = .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account.. subllit the upper portion of this forll with your tax paYllent. 45..080.56 23.441 77 21..638.79 .00 21..638.79 (19J= .00 973.70 .00 .00 973.70 TAX CREDITS: f"AYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 12-11-2001 CDOO0628 .00 973.70 TOTAL TAX CREDIT 973.70 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 PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) (') ~V- STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WillS, COUNTY OF CUMBERLAND , PENNSYLVANIA Name of Decedent: Betty Jane Maronic Date of Death: 8/28/01 File No. 2001-01017 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the 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 to NO.1 is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES_ NO-L b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? YES~ NO_ d. Copies of re.ceipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. '"'1 P ~ .- ~:: ,L;. :-= . ..... ~ ." ,. '. ...,; ~--... lJ~~ ~. Signature Daryl J. Gerber. Esquire Name (Please type or print) 46 E. Main Street Address Palmyra PA 17078 Date: 7/16/03 ::=J :q. c) ~~..~; r- --.-J => "--") 717 -838-5411 Tel. No. Capacity: _ Personal Representative --L Counsel for personal representative