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Home My WebLink About01-1056 PETITION FOR PROBATE and GRANT OF LETTERS ,;)/-01 -/051. Estate of KF.NNF.TH R. SPTDLF.. ~R_ also known as No. To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. ] 9 ~ - 1 2 - 7 R 1 0 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(sJ, who is/lmex8 years of age or older an the executr i x in the last will of the above decedent, dated All Cf11 9 t ? 9 and codicil(s) dated named , 19-9.4..- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is ,last family or principal r~sidence at ~~l ienna :~urr ';;;;2::1~- 7; Mechan1csburg ,.--Mechan1csburq, lSorcoc, r- t- , ... r ) (list street, number and muncipality) , ,/ Decendent, then 77 at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the '"vill offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: years of age, died October 14" _2001 $ '-'1,000.0. $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) pres.ented herewith and the grant of letters t l? S t ~ me D tar y (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. '" 1IJ U C v '0 .-. .~~ 1IJ "- !Xv c '00 c.::: ('($.= 3~ 1IJ '- = 0 ~ c 00 ~ r,prtrllnp F ~I'itile 701 Jenna Court Mprhnn;("'~hllrg, PA 17nC)C) /J~~~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I s~ COUNTY OF CUMRF.RT,~Nn J ~ The petitionerbi}-:..above-named swear(~) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(1tl and that as personal represen- tative{x} of the above decedent petitioner~) will well and truly administer the estate acC9[ ing to law. Sworn to or affirmed and before me this 16th Nov 'trJn 'U\ C_ CP~ / 7 -d 1 - 13 subscribed { day of ~2001 Register ~ ~. ::s l::l .... t: ~ ~ No. 21-01-1056 Estate of KF.NNF.'T'H R SPTDT.F r SR , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November 19 r ?00l-, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(. dated A 1] ~1] ~ r ? q, 1 q q 7 described therein be admitted to probate and filed of record as the last will of Kenneth R. Spidle. Sr. and Letters TGot:lmcnt:lry are hereby granted to G~rt rll~~ E Sri ~ 1 p 'm<Li C'.. to....:.., p.-.p~ ~A Register of Wills FEES Probate, Letters, Etc. ......... Short Certificates( ).......... Renunciation ................ x-pages JCP $ 50.00 $ 3.00 $ $ 9 .00 :;.00 TOTAL _ $ 67.00 Filed ..... NOV. . 19., ZOPl . . . . . . . . . . . . . . . Andrew C. Sheely, Esquire #62469 P . o. AOWR~~Y (Sup. Ct. I.D. No.) 127 S. Market St., Mechanicsburg, PA ADDRESS 1 7055 717-697-7050 PHONE 'f~~L\ 'YJ lJ1). J~" ~r9 0 l Thi~ is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg, WARNING: It is illegal to duplicate this copy by photostat or photograph. 21-01-1056 p 7691479 'J(.4~~ ~ ~ Local egistrar Fee for this certificate, $2,00 No. C9~ I ~~ ~o/ Date Hl05 ;'JRe. 2187 COMMONWEALTH Of PENNSYLVANIA e DEPARTMENT Of HEALTH e VITAL RECORDS CERTIFICATE OF DEATH TYPfJPR'NT' IN PERMANENT BLACK INK a. Male STATE FII.f ""WIER SOCIAL SECURITY NUMBER ~. 193 12 AGE (La.. BIfTh<lay) UNDER 1 YEAR _ Deya SEX N.....E OF DECEDENT If_.. U_. LMI' BIRTHPlACE IC.., ...... 3IaIe ae fae.gtl COI.JI\WV) 77 VIS 5. COUNTY OF DEAl'H Cumberland ... White DECEDENT'SUSUAl~ ~~aI~,="'::~"" Parts Speclallst 'IL 1 DECEDENT'S MM.IHG AODflES$ jSlr...~. SIMa.llpCocleI 701 Jenna Court Mechanicsburg, Pennsylvania 1705 MANTALSWUS._ __.W_. ~=:l SUfMYING SPOuSE 11_.__- Gertrude E. Baker '8. "OAlMNl"S_(T~ John Henry Spidle Gertrude E. Spidle Did ..... ::.~? 17..l!9 :"'-===01 Mechanicsburg UOTHER'S_(F_._.~Suo_ Cora May Shultz ,. 1HF000001"S MM.lNO AIlDfIESS \SOreol. ~. SIMa. Zip CocleI . 701 Jenna Court Mechanicsburg, Pa. 17055 PlACE OF DISPOSmOH. _oIc..ery. C'--' lOCR1OH.~. s...llpCocM or Olhor PIece Mechanicsburg Cemetery ..... 'e. FRHER'S NAME (Fir... MGM. LaSll ...,.... ~ U) j ~ :; c 21.. Mechanicsburg, Pennsylvania 214. LICENSE NUMBER FD-014318-L _ ANOADORESSOF l'ilClUTY Dc. Myers Funeral Home. Inc. 37 East Main Street Mechanicsburg. Pa 17055 lICENSE _R ORE SIGNED '-.llay. -I UlI. 2 . WI\S CASE REFERRED 10 MEDICAl EXAMINERlCOAOHER? .....R1 NoD - I==::"" l--- I 2 V- 1'alIT.: Olhor.......__-.gIO_.llUI _l-*ingin"'~..... giloeft inl'NlT I. l: hl ...<lIFY V' WERE AUTOPSY F -...eLE PftIOfIlO ETlOH OF CAUSE OF DEAI'H1 DATE OF INJURY 1_. Day._1 TIME OF INJUflY DESCRlllE HOW INJURY OCCURRED. -.. ~ D D Homodele 0 Pending _i9011On 0 co..Id ""'lie dele.m"'" 0 Ac1:_ No.&.. _ 0 No 0 SuIcide -- _ 21. csrr.....1Chedl oniw ..... -CEJIITIfY..ca PHYSICIAN cPhyKaan ~ c.ause G deaIh lIWhen another phySIC.aIl has ptonounced dealh aoo completed lIem 23) reo...-....,__.....---_.....c...M(.I__........... ...... ............ ...... ...... H.P. ffi ~ u '" o ~ u , '1'RDMDUNClNCl AND CUlTIFY_ PHYSICIAII (f'l>vsoclan boIIl ",onouncong "'dlll olnd CerllIyong 10 c...... ol deall>l reo... _ ...., knowMdge. de." ace........... _. det.. and plece. and _10'" couM(III"" menne. II .'e'04 'IIEDICAL UAIIlNEAlCOROHEJI Oft u..1la1" of e.amIna'lon ~ot 1n....ti1l.lioft. in m, opinion. de.'h occurred e"he'lme. d.'e. and pl.ce. and due '0 III. .eu"('land "'....... .. ...,..... . . . . .. . . . . .. . .. . . . . . . .. .. . . . . . . . . . .. . . . . . . . . . . . .. . . .. .. . . .. . ;11.. REG. L:( I; ~l (dl r<>!rlol ~ ~ .. . LAST WILL AND TESTAMENT 01' KENNETH R. SPIDLE, SR. I J I, KENNETH R. SPIDLE, SR., of Hampden Township, Cumber- land County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. I'IRST: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SBCOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my wife, GERTRUDE E. SPIDLE, provided she survives me by sixty (60) days. THIRD: Should my wife, GERTRUDE E. SPIDLE, predecease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my son, KENNETH R. SPIDLE, JR. FOURTH: Should my son, KENNETH R. SPIDLE, JR., prede- cease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remain- der ~f my estate of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my daughter-in-law, HADDIEE V. SPIDLE. PIPTH: Should my son, KENNETH R. SPIDLE, JR., and my daughter-in-law, HADDIEE V. SPIDLE, predecease me, I devise and ~ ~ ." . . bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my grandchildren, RICHARD A. SPIDLE, SHERRI A. VARNER, CYNTHIA SPIDLE and MICHELE BARRETT, or should any of my grandchildren predecease me, I give and bequeath such deceased grandchild's share, in equal shares, to said deceased grandchild's surviving children as provided herein. SIXTH: In addition to all powers granted to them by law and by other provisions of this will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval ~nd effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) .To exercise a~y option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the 2 ~ ~ Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. SBVENTH: I nominate and appoint my wife, GERTRUDE E. SPIDLE, Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said GERTRUDE E. SPIDLE, I nominate and appoint my son, KENNETH R. SPIDLE, JR., Executor of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of. the said, KENNETH R. SPIDLE, JR., I nominate and appoint HADDIEE V. SPIDLE, Execu- trix of this, my Last will and Testament. In the further event of the death, resignation or inability to serve for any reason whatsoever of the said HADDIEE V. SPIDLE, I nominate and appoint RICHARD A. SPIDLE and SHERRI A. VARNER, Co-Executors of this, my Last will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and -, 3 ... seal. to this, my Last Will and Testament, this Z q 11... day /f"'11A-5 r , 1997. ~~ ~. . r 7~~ KE NETH. R. S , SR. of ( SEAL) signed, sealed, published and declared by the above~ named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, 'have hereunto subscribed our names as attesting witnesses. Address Address ~a~_ [1~~L c9.aA'A~ 4 21-01-1056 REGISTER OF WILLS OF Co...tvJberlmd COUNTY OATH OF SUBSCRIBING WITNESS Iln&elAl Co 5huJ1 cmiidt (ateft.) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that It\..L- WOt5 present and saw Ke.1\{)e.~ R.. S(.>~A\L 5r. the testat/"') r , sign the same and that ha.... signed as a witness at the request of testaoo( in h t') presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). AdJ f?-~ .. //~ /II, 30~51rul (l~)!zf a t' 170l( Sworn to or affirmed and subscribed before me this 16th day of November NX2001 ITI(\ "'1 e 'i'.., lJ:' P~P.B, jC)~f~\ (Address) Register (Name) (Address) REGISTER OF WILLS OF alVlJef!c/I~ COUNTY OATH OF NON-SUBSCRIBING WITNESS !/o.dIt e L T ~) a sub.scriber hereto, (each.) being duly qualified according to law, deI}9se(~ and s,ar(s) that 5JvL. / 5 familiar with the signature of ~ /) 17 ~ t!J.. I<~ 5 p 10 J e..- ~; cm:tieH will presented herewith and codicil believes the signature on the will is in the handwriting of Vr 5p,d! L testat cr of ("mp. nf tile g\:leseFiein~ wlmesses to) the that sk h~/lr1e,,+h hlf (Name) (Address) Name of Decedent: CERTIFCATION OF NOTICE UNDER RULE 5.6(A) /{ l,Yl (J e- ti, Date of Death: R. 5Pl'Cf)e. 5r. Dct6~e.r 1'-1 1,00' , z. l - [), - \ 0 Sc, Will No.: Admin No.: 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 Name Address G~r f-r-v tJ L E' c 5f'~d(L- -7b \ ~t~ fl,^ COe.- r vt1~c~~(C~tv^l PA 17C1ff Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NOlVtE Date: 1,/1- '/6'1- /Jn~ C- ~ Signature AND /l.E,.,J {I. .5 HEel,- Y Name J 'L 7 5. Address M v /tA,f sl-. I I't C I" t.. Ptr 17 () sr- I r- I~:' i 17 -b ql- ? oS-o Telephone ~ 0.._ .-- I Capacity: D Personal Representative g] Counsel for personal representative $ u N P ~~ ~ ~, -, '. ....,;f :- " , ... ............. 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 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 193-12-7810 FILE NUMBER: 21 - 2001 - 1 056 DECEDENT NAME: SPIDLE KENNETH R SR DA TE OF PAYMENT: 01/09/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/14/2001 NO. CD 000734 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,500.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ANDREW SHEELY ESQ CHECK#1068 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $1,500.00 MARY C. LEWIS REGISTER OF WILLS 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 ANDREW C SHEELY ESQUIRE PO BOX 95 127 SOUTH MARKET STREET MECHANICSBURG, PA 17055 __uu__ fold ESTATE INFORMATION: SSN: 193-12-7810 FILE NUMBER: 2101-1056 DECEDENT NAME: SPIDLE KENNETH R SR DATE OF PAYMENT: 04/19/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/14/2001 NO. CD 001088 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $16.90 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: HADDIE V SPIDLE C/O ANDREW C SHEELY ESQUIRE CHECK# 1125 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $16.90 MARY C. LEWIS REGISTER OF WILLS 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 SHEELY ANDREW C ESQUIRE POBOX 95 127 S MARKET STREET MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 193-12-7810 FILE NUMBER: 2101-1056 DECEDENT NAME: SPIDLE KENNETH R SR DA TE OF PAYMENT: OS/28/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/14/2001 NO. CD 001221 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $157.50 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: HADDIE V SPIDLE C/O ANDREW C SHEELY ESQUIRE CHECK# 1149 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $157.50 MARY C. LEWIS REGISTER OF WILLS . ..... SURlau OF INDIVIDUAL TAXES INHERITANCE TAX DIVI;ION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE /1"~/-/6 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 1'- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-27-2002 SPIDLE 10-14-2001 21 01-1056 CUMBERLAND 101 . " f:j "'- ANDREW C SHE~V ATTV 127 S MARKET ST PO B,QX95 d MECHANICSBURG p....Ac17055 ESTATE OF SPIDLE *' f)' VI IlEV-15'7 EX UP n1-02) KENNETH R Amount Remitted 15.7~ bl) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:is47-i:X-AFP-(r'-f=02-f-NO'~"-icE--OF-.rNHEifi;:AirCE-TAX-A-PPRA-isii'-ENT~-ALLOWAi'-CE-'ifi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX KENNETH R FILE NO. 21 01-1056 ACN 101 DATE 05-27-2002 TAX RETURN WAS: ( 1 ACCEPTED AS FILED ( Xl CHANGED SEE ATTACHED NOTICE I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. ~ount of Line 14 at Spousal rate (15) 16. ~ount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. ~ount 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) ,. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax NOTE: (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 48,352.26 .00 (8) (19)= NOTE: To insure proper credit to your account, sub.it the upper portion of this forll with your tax pay.ent. 48,352.26 9.388 86 38,963.40 .00 38,963.40 .00 11753.35 .00 .00 1,753.35 TAX CREDITS: I n I I...... n.._.._. . n {+J DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-09-2002 CDOO0734 78.95 11500.00 04-19-2002 CDOOI088 .00 16.90 PAVMENT MUST BE MADE BV 07-14-2002*. TOTAL TAX CREDIT 1/595.85 BALANCE OF TAX DUE 157.50 INTEREST AND PEN. .00 TOTAL DUE 157.50 (9) (10) 9,388.86 .00 (11) (12) (13) (14) . IF PAID AFTER DATE INDICATED 1 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT-- (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (Schedule J) .00 X 00 = 381963.40 X 045= .00 X 12 = .00 X 15 = "- "- REV-1-t70 EX (6-8a) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENTS NAME REVIEWED BY SPIDLE, KENNETH LARRY SZOLLOSY FILE NUMBER ACN 2101-1056 101 ITEM SCHEDULE NO. H B-3 EXPLANATION OF CHANGES The claim for family exemption cannot be made against non-probate assets as the exemption comes from Chapter 31 of the Probate, Estates and Fiduciary Code. ~ ORIGINAL Page 1 \/?-c:Q/.- /~3 BUREAU OF INDIVIDlJAl TAXES INHERITANCE T~ DIVISi~N 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 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 'n? Ur_ ANDREW C SHEELY ATTY 127 S MARKET ST PO BOX 95 MECHANICSBURG j1ii\Y 24 :~~l1 1..., " PACt1b55 05-27-2002 SPIDLE 10-14-2001 21 01-1056 CUMBERLAND 101 '* REY-1547 EX AFP (01-021 KENNETH R Allount Rellitted U) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 48.352.26 .00 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 ~ RE-Y=is4-j-Ex--AFP--col-:ozi--NO,.-icE--oF-i-NHEifiTAifCE-"AX-APPRjrisEiiENT~--ALi-owANcE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SPIDLE KENNETH R FILE NO. 21 01-1056 ACN 101 DATE 05-27-2002 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 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 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 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of line 14 at Spousal rate (15) 16. Allount of line 14 taxable at lineal/Class A rate (16) 17. AlIOunt 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: 9,388.86 .00 Ul) (2) (3) (4) (9) UO) .00 X 00 = 38,963.40 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. (8) 48,352.26 9.388 86 38,963.40 .00 38,963.40 (9)= .00 1,753.35 .00 .00 1,753.35 . ft II ...n . ,,"'..."'.... . n (+J DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-09-2002 CDOO0734 78.95 1,500.00 04-19-2002 CDOOI088 .00 16.90 PAYMENT MUST BE MADE BY 07-14-2002*. TOTAL TAX CREDIT 1,595.85 BALANCE OF TAX DUE 157.50 INTEREST AND PEN. .00 TOTAL DUE 157.50 · 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.) REV-1470 EX (6-88) . INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME SPIDLE, KENNETH FILE NUMBER LARRY SZOLLOSY ACN 2101-1056 101 REVIEWED BY ITEM SCHEDULE NO. H B-3 EXPLANATION OF CHANGES The claim for family exemption cannot be made against non-probate assets as the exemption comes from Chapter 31 of the Probate, Estates and Fiduciary Code. ROW Page 1 \, /?-c2/- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS8URG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOHANCE OF DEDUCTION~l AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Recoroer;; CG of Re-c"~t i::i '-'",'-\'..!!.'I! I'"; J ;''--'.>, '~~: -:. ~ V REY-1S48 EX UP 112-00) -01 DIC 27 A10:1 0 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 12-24-2001 SPIDLE 10-14-2001 21 01-1056 CUMBERLAND 193-12-7810 01003594 KENNETH R GERTRUDE E SPIDLE 701 JENNA CT Clerk--- _ MECHANICSBURG tln~~~no Allount Rellitted ',_.--()ufl PA 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 ~ iifv:i5~i-E)f-AFP--(~2::ooi------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-24-2001 ESTATE OF SPIDLE KENNETH R DATE OF DEATH 10-14-2001 COUNTY CUMBERLAND FILE NO. 21 01-1056 TAX RETURN WAS: S.S/D.C. NO. 193-12-7810 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01003594 FINANCIAL INSTITUTION: MELLON BANK ACCOUNT NO. 1148865 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (>0 TIME CERTIFICATE DATE ESTABLISHED 01-02-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 51,844.97 0.500 25,922.49 .00 25,922.49 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS AeCOfOecJ<> "ee of ReO!~t'-:2r- L\lj.JI.... v.t..,:' -___.s, t,''i t.::s BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 .01 ole 27 A10:1 0 GERTRUDE E SPIDLE 701 JENNA CT MECHANICSBURG CI:.. '.. PA Ct.f~nor;a PA LO., * REV-1548 EX AFP U2-00) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 12-24-2001 SPIDLE 10-14-2001 21 01-1056 CUMBERLAND 193-12-7810 01003593 KENNETH 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 ~ RE-y=is41i-ix--AFP--fiz-:ool------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-24-2001 ESTATE OF SPIDLE KENNETH COUNTY CUMBERLAND R DATE OF DEATH 10-14-2001 FILE NO. 21 01-1056 TAX RETURN WAS: S.S/D.C. NO. 193-12-7810 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MELLON BANK ACN 01003593 ACCOUNT NO. 01148881 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE DATE ESTABLISHED 01-02-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 51,844.97 0.500 25,922.49 .00 25,922.49 .00 .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER THIS DATE, SEE REVERSE 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. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 *' NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS Reco:oen of Reat~t;::,'- . v-\~=., "-"--"! Vi/ills .01 ole 27 A10:1 0 GERTRUDE E SPIDLE 701 JENNA CT MECHANICSBURG Clerk C,- PA l1%IImb.ofJO'"'jF__i,-j . - ... - '/v" PA REY-l541 EX AFP U2-00) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN.lDC ACN 12-24-2001 SPIDLE 10-14-2001 21 01-1056 CUMBERLAND 193-12-7810 01003591 KENNETH 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 ~ RE-v:i5~i-Ex--AFP--(i2-:oo1------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-24-2001 ESTATE OF SPIDLE KENNETH COUNTY CUMBERLAND R DATE OF DEATH 10-14-2001 FILE NO. 21 01-1056 TAX RETURN WAS: S.S/D.C. NO. 193-12-7810 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MELLON BANK ACN 01003591 ACCOUNT NO. 01154616 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 01-22-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 19,879.95 0.500 9,939.98 .00 9,939.98 .00 .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) '. ~~p . ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Kenneth R. Spidle, Sr. Date of Death: Oct.("Iber 1 4. 2001. Will No.: 2001-01056 ' 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 @ 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 IXl 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 Rl N 0 .~ ~ c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this r~. _. Date: ---21.2.2/03 ~r9P /Signature - ~:~ Andrew c. Shee~y Esquire Name 127 South Market Street P.O. Box 95 Mechanicsburg, PA 17055 Address (717) 697-7050 Telephone No. Capacity: 0 Personal Representative I1B Counsel for personal representative ~ Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 - It has come to my attention t t you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. Date: 9/09/2003 SPIDLE GERTRUDE E 701 JENNA COURT MECHANICSBURG, PA 17055 RE: Estate of SPIDLE KENNETH R SR File Number: 2001-01056 Dear Sir/Madam: As per the AMENDMENTS TO S PREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET O. 1, for decedents dying on or after July 1, 1992, the personal re esentative or his counsel, within two (2) years of the decedent's ath, shall file with the Register of Wills a Status Report of com leted or uncompleted administration. This filing delinquent on: 10/14/2003 Your prompt attentio to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: IFile Counsel Judge // REV-1500 EX (G-Oo) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 I- Z W o W () W o w '"' x::!iIl uCX:X: wo.u :1:00 uCX:..J o.Ul 0- 0:( I- Z w o z o 0- C/) W cx: cx: o u z o ~ -I :) l- e:: <( () w a::: INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Spidle, Kenneth R. DATE OF DEATH (MM-DD-YEAR) 10-14-01 DATE OF BIRTH (MM-DD-YEAR) 04-13-24 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Spidle, Gertrude E. Q9 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Willi o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trus\) o 10_ Spousal Poverty Credit (dale 0\ death between 12-31-91 and 1-1-95) ^f{ ~:o NAME Andrew C. Sheely ~~~~~WP~~I Sheely, Attorney at Law TELEPH.91E1~~9~ _ 7 0 5 0 COMPLETE MAILING ADDRESS Andrew C. Sheely, Attorney at Law P.O. Box 95 127 South Market Street Mechanicsburg, PA 17055 (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 OJ 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) (6) 48,352.26 0.00 (7) 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) (9) (10) 12,888.86 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o < ~ :) 0.. ~ o 0. ~ 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 35,463.40 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT OFFiCIAL USE ONLY c. ~ _____LZ::cJl-..~1 ~___.. FILE NUMBER 2 1 - 01 1 056 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 193 12 7810 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior 10 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) 1J:. OFFICIAL USE ONLY :J~ ....; p 1-.....,' (8) 48,352.26 (11) 12,888.86 (12) 35,463.40 (13) (14) 35,463.40 X.O_ (15) X .0 45 (16) 1,595.85 x _12 (17) x .15 (18) (19) 1,595.85 !> :>> BE SURE 1'0 ANSWER ALL QUEst' NS (jNRe9'EI:{~E SIDE! ANI)- f:t CH~Cf<.l4ATH.( 0( "'<:"-'~' ' REIf.1509 EX+ (1.971 ~. . .~ COMMONWE/\L TH OF PENNSYLV/\NIA INHERITANCE TAX RETURN R I NT T SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF KENNETH R. SPIDLE, SR. FILE NUMBER 21-01-1056 If an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TEN/\NT{S) N/\ME ADDRESS RELATIONSHIP TO DECEDENT A. KENNETH R. SPIDLE, JR. 701 Jenna Court Mechanicsburg, PA 17055 704 Jenna Court Mechanicsburg, PA 17055 Spouse GERTRUDE E. SPIDLE B. Son c. JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financlallnstilution and bank account number or similar Identifying number. AlIach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jolnUy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 3/10/97 Mellon Bank 100-008-1420 Date of Death Balance $100,342.63 Accrued Interest $ 5.48 Date of Death Value $100,348.11 B. Kenneth R. Spidle, Jr. 16.7% $16,758.13 2. /27/00 Mellon Bank 01031655 Date of Death Balance $10,000.00 Accrued Interest $ 1,025.81 Date of Death Value $ 11,025.81 8. Kenneth R. Spidle, Jr. 16.7% $ 1,841.31 3. 3/27/00 Mellon Bank 01031667 Date of Death Balance $ 5,333.98 Accrued Interest $ 66.71 Date of Death Value $ 5,400.69 8. Kenneth R. Spidle, Jr. 16.7% $ 901.92 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-t509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KENNETH R. SPIDLE, SR. SCHEDULE F JOINTLY-OWNED PROPERTY If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. GERTRUDE E. SPIDLE B. KENNETH R. SPIDLE, JR. c. JOINTLY-OWNED PROPERTY: ADDRESS 701 Jenna Court Mechanicsburg, PA 17055 704 Jenna Court Mechanicsburg, PA 17055 FILE NUMBER 21-01-1056 RELATIONSHIP TO DECEDENT Spouse Son LETTER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. V AWE OF ASSET INTEREST DECEDENT'S INTEREST A. 4. 6/12/00 Mellon Bank 01067464 Date of Death Balance $ 10,944.73 Accrued Interest $ 1.92 Date of Death Value $ 10,946.65 8. Kenneth R. Spidle, Jr. 16.7% $ 1,828.09 5. >/13/00 Mellon Bank 01067729 Date of Death Balance $ 21 ,889.47 Accrued Interest $ 1.92 Date of Death Value $ 21,891.39 B. Kenneth R. Spidle, Jr. 16.7% $ 3,655.86 6. 1/02101 Mellon Bank" 01148865 Date of Death Balance $ 50,000.00 Accrued Interest $ 1,844.97 Date of Death Value $ 51,844.97 B. Kenneth R. Spidle, Jr. 16.7% $ 8,658 .11 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) RE\I-\&1!lfj..\\-97) ~_ ..~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF KENNETH R. SPI DLE, SR. FILE NUMBER 21-01-1056 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. GERTRUDE E. SPIDLE 701 Jenna Court Mechanicsburg, PA 17055 Spouse B. KENNETH R. SPIDLE, JR. 704 Jenna Court Mechanicsburg, PA 17055 Son c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST A. 7. 1/02101 Mellon Bank* 01148881 Date of Death Balance $ 50,000.00 Accrued Interest $ 1,844.97 Date of Death Value $51,844.97 B. Kenneth R. Spidle, Jr. 16.7% $ 8,658.11 8. 1/22/01 Mellon Bank* 01154616 Date of Death Balance $ 25,697.25 Accrued Interest $ 182.70 Date of Death Value $ 25,879.95 B. Kenneth R. Spidle, Jr. 16.7% $ 4,321.95 9. 1/22/01 Mellon Bank* 01154620 Date of Death Balance $ 10,278.90 Accrued Interest $ 73.08 Date of Death Value $ 10,351.98 B. Kenneth R. Spidle, Jr. 16.7 $ 1,728.78 *Ite 6, 7, 8 and 9 were created from joint accounts ass ofthe decedent and his wife Gertrude E. Sidle. Only the decedent's son's interest is listed on this schedule and $ no schedule G is attached for sim I in the ~m-*" ~.on line 6, Recapitulation) (If more space is needed, insert additional sheets of the same size) @ Mellon Bank Monday, December 31, 2001 Account Number Account Title 100-008-1420 Kenneth R Spidle Sr Or Date Opened: 03/10/1997 Account Type: DO Gertrude E Spidle Or Principal Bal Int from Last Account Bat YTD Int to Kenneth R Spidle Jr as of DOD Posting to DOD as of DOD DOD $100,342.63 $5.48 $100,348.11 $563.22 01031655 Kenneth R Spidle Sr Or Date Opened: 03/27/2000 Account Type: TO Gertrude E Spidle Or Principal Bal Int from Last Account Bal YTD Int to Kenneth R Spidle Jr as of DOD Posting to DOD as of DOD DOD $10,000.00 $1,025.81 $11,025.81 $530.86 01031667 Kenneth R Spidle Sr Or Date Opened: 03/27/2000 Account Type: TO Gertrude E Spidle Or Principal Bal Int from Last Account Bal YTD Int to Kenneth R Spidle Jr as of DOD Posting to DOD as of DOD DOD $5,333.98 $66.71 $5,400.69 $198.64 01067464 Kenneth R Spidle Sr Or Date Opened: 06/12/2000 Account Type: TO Gertrude E Spidle Or Principal Bal Int from Last Account Bal YTD Int to Kenneth R Spidle Jr as of DOD Posting to DOD as of DOD DOD $10,944.73 $1.92 $10,946.65 $563.19 01067729 Kenneth R Spidle Sr Or Date Opened: 06/13/2000 Account Type: TO Gertrude E Spidle Or Principal Bal Int from Last Account Bal YTD Int to Kenneth R Spidle Jr as of DOD Posting to DOD as of DOD DOD $21,889.47 $1.92 $21,891.39 $1,128.32 01148865 Kenneth R Spidle Sr Or Date Opened: 01/02/2001 Account Type: TO Gertrude E Spidle Or Principal Bal Int from Last Account Bal YTD Int to Kenneth R Spidle Jr as of DOD Posting to DOD as of DOD DOD $50,000.00 $1,844.97 $51,844.97 $1,844.97 01148881 Kenneth R Spidle Sr Or Date Opened: 01/02/2001 Account Type: TO Gertrude E Spidle Or Principal Bal Int from Last Account Bat YTD Int to Kenneth R Spidle Jr as of DOD Posting to DOD as of DOD DOD $50,000.00 $1,844.97 $51,844.97 $1,844.97 Page 2 of 3 @ Mellon Bank Monday, December 31, 2001 Account Number Account Title 01154616 01154620 Kenneth R Spidle Sr Or Gertrude E Spidle Or Kenneth R Spidle Jr Date Opened: 01/22/2001 Principal Balint from Last as of DOD Posting to DOD $25,697.25 $182.70 Date Opened: 01/22/2001 Principal BalInt from Last as of DOD Posting to DOD $10,278.90 $73.08 Kenneth R Spidle Sr Or Gertrude E Spidle Or Kenneth R Spidle Jr Account Type: TO Account Baf as of DOD $25,879.95 YTD Int to 000 $697.25 Account Type: TO Account Bal as of DOD $10,351.98 YTD Int to DOD $278.90 Page 3 of 3 REV-1510 EX. (1-97} SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KENNETH R. SPIDLE, SR. FIL2~~~f -1 0 5 6 This schedule must be completed and filed if the answer to any of Questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATIACH A COPY OFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE) 1. PN( Bank IRA Account No. 75500007790 Established 8/8/97 Beneficiary: Gertrude E. Spidle, spouse $14,921.43 100% 0 See items 6, 7, 8 and 9 listed on Schedule F, namely Joint Mellon Accounts created within 1 year of the date of death. TOTAL (Also enter on line 7, Recapitulation) $ n (If more space is needed, insert additional sheets of the same size) ~~ Pl" 1:'BAN< January 28, 2002 Andrew C Sheely Attorney at Law 127 S Market St POBox. 95 Meehaoicsburg, PAl 'i OSS RE: Estate ofKenn.:rtb. R Spidle (Deceased) SSN: 19~-12-7310 000: lO-14-2001 sep Dear Name:Mr Sheely: Tn response to your reqlest for Dato of Death baaIlces for the customer noted above, our records show the following: IRA Accounts Account #75500007790 Establisbt:d 08-08-1997 GERTRUDE E S:PIDLE DOD balance: $14,90SA7'" $11.96 a<:cmed intHre:st Please note that this office only provid.:s date of de:ath balances for deposit aCI~()1lnts (mAs, CDs, Checking .U1d Savings i!C(:Oll.ntS). "Ve do not process lULY finaIwia: transactions or provide statemellts. If ~/O'J ne(:d ;: .sslstan,;c with any of these it,:nns, please call 1-888-PNC-BANK (1-888-762-226~) or stC) hy your local PNC Bank cfilnch office. Sincerely, l~ :; k~r--'~~' Erica L Schlegel (. 1-800-762-1775 P7~PFSC-04.F 500 First Ave 41), fl elF Pittsburgh, PA 15219 M(:m.ber FDIC MelTI~l:l' FDIC TOTAL F.01 REV. 151 lEX . (1.971 ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS KENNETH R. SPIDLE, SR. FILE NUMBER 2 1 - 0 1- 1 0 5 6 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT DESCRIPTION FUNERAL EXPENSES: MYERS FUNERAL HOME FUNERAL/MINISTRY/LUNCHEON GINGRICH MEMORIAL HEADSTONE ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Represenlative (5) GERTRUDE E. SPIDLE, EXECUTRIX Social Security Number(s) I EIN Number of Personal Representative(s) 701 JENNA COURT Street Address City MECHANICSBURG Z. 17 0 5 5 Ip 1. 1- 2. 3. B. 1. 2, 3. 6. State PA Year(s) Commission Paid: Attomey Fees ANDREW C. SHEELY, ESQUIRE, PER AGREEMENT Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant GERTRUDE E. SPIDLE Street Address City 701 JENNA COURT MECHANICSBURG PA Zip 17055 State SPOUSE Relationship of Claimant 10 Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS FILING FEES FOR INHERITANCE TAX RETURNS 5. Accountant's Fees Tax Retum Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT $7,371.00 317.11 968.75 $ 0.00 $ 600.00 $3,500.00 67.00 15.00 50.00 12,888.86 Myers Funeral Home, Inc. 37 East Main Street Mechanicsburg, Pa. 17055 Boyd L. Myers Jr., Supervisor (717) 766-3421 A STANDARD OF EXCELLENCE SINCE 1910 Friday, October 19, 2001 Mrs. Gertrude E. Spidle 701 Jenna Court Mechanicsburg, Pa. 17055 Dear Mrs. Spidle, Thank you for selecting our funeral home to provide services for your family during your bereavement. I hope that you found our services to be of the highest standards and that they met your needs and those of your family and friends. The following is a summary of the service charges as previously explained and provided in written form and herein indicated as PAID-IN-FULL. Kenneth R. Spidle, Sr. SUMMARY OF EXPENSES TOTAL OF SERVICE RENDERED LESS: Credits granted LESS: Total Payments CURRENT BALANCE $8,636.00 1,265.00 7,371.00 $0.00 Credits Granted: $1,265.0 Package Price Discount If there are any questions or concerns that remain unanswered, please call me. Sincerely, James P. Fickes Funeral Director James Gingrich Memorials 1/2/2002 5243 SIMPSON FERRY ROAD MECHANICSBURG PA 17050 KEN SPIDLE 701 JENNA COURT MECHANICSBURG PA. 17055 Item Description Memorial for: SPIDLE Qty. Price Each 1,868.75 Total 1,868.75 TOTAL 1,868.75 vommenlS. Memorial installed on: 1/2/2002 Please call us with any questions at (717) 766-5622 cut along dotted line 27,675 Please Send Payment to: James Gingrich Memorials Family Name: SPIDLE KEN SPIDLE 5243 SIMPSON FERRY ROAD MECHANICSBURG PA (717) 766-5622 17050 Balance Due 968.75 Amount Enclosed REV-1513 EX. (1-971 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RnURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES KENNETH R. SPIDLE FILE NUMBER 2 1- 0 1 -105 6 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. GERTRUDE E. SPIDLE WIFE 100 % of Rest, 701 Jenna Court residue and Mechanicsburg, P A 17055 emainder of Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART IT - 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) ~ j .~ cl ---.. LAST WILL AND TESTAMENT OF KENNETH R. SPIDLE, SR. / j I, KENNETH R. SPIDLE, SR., of Hampden Township, Cumber- land County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my wife, GERTRUDE E. SPIDLE, provided she survives me by sixty (60) days. THIRD: Should my wife, GERTRUDE E. SPIDLE, predecease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance pOlicies thereon, to my son, KENNETH R. SPIDLE, JR. FOURTH: Should my son, KENNETH R. SPIDLE, JR., prede- cease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remain- der of my estate of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my daughter-in-law, HADDIEE V. SPIDLE. FIFTH: Should my son, KENNETH R. SPIDLE, JR., and my daughter-in-law, HADDIEE V. SPIDLE, predecease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my grandchildren, RICHARD A. SPIDLE, SHERRI A. VARNER, CYNTHIA SPIDLE and MICHELE BARRETT, or should any of my grandchildren predecease me, I give and bequeath such deceased grandchild's share, in equal shares, to said deceased grandchild's surviving children as provided herein. SIXTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or ~eases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instrllments for transfer of the property and -~ Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. SEVENTH: I nominate and appoint my wife, GERTRUDE E. SPIDLE, Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said GERTRUDE E. SPIDLE, I nominate and appoint my son, KENNETH R. SPIDLE, JR., Executor of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of. the said, KENNETH R. SPIDLE, JR., I nominate and appoint HADDIEE V. SPIDLE, Execu- trix of this, my Last will and Testament. In the further event of the death, resignation or inability to serve for any reason whatsoever of the said HADDIEE V. SPIDLE, I nominate and appoint RICHARD A. SPIDLE and SHERRI A. VARNER, Co-Executors of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and 3 '9 C fl-. seal to this, my Last will and Testament, this ~ t day of /l-vtt'vL5 r , 1997. ( SEAL) signed, sealed, published and declared by the above~ named Testator as and for his Last Will and Testament in our presence and in the subscribed our names as presence, who, at his request, in his presence of each other, .have hereunto attesting witnesses. -11 1 . j /'~/ . A:;/;UtJ (; (j UJ Address (!~,t~ I)- O&7~ Address 4