HomeMy WebLinkAbout01-1073
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
c:;/ -01 - )073
Estate of
MARGARET ELIZABETH SMITH GARRETT
Deceased
Social Security No. 207-09-1415
MARONETTA F. MILLER
(COMPLETE "A" OR "B" BELOW:)
BE)
2000.
A. Probate and Grant of Letters and aver that Petitioner is the Executor named in the Last Will of the Decedent, dated April 20,
State relevant cin.:Ulllstam;c=s, e.g., renunciation, dc:ath of c:x:eculOr, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the
victim of a killing and was never adjudicated incompetent: NONE
D
B. Grant of Letters of Administration
(d.b.lI.c.l.a.: ~ndC:llte lill:: durdntc absentia: dumnte millOritate)
Petitioner(s) after a ro er search has/have ascertained that Decedent left no Will and was survived b
Name
Relationship
Residence
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 325 Wesley Road, Lower Allen
Township, Cumberland County, Pennsylvania.
(list street, number and munkipaliiy)
Decedent, then ninety five (95) years of age, died November 3, 200 1, in Mechanicsburg, Cumberland County, Pennsylvania.
(Localion)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property............ ......... ........................ ....... ...... ........................... .$120,000 .00
(If not domiciled in PAl Personal property in Pennsylvania.................................. ...... ............................. $
(If not domiciled in PAl Personal property in County................... ................................................... ....... $
Value of real estate in Pennsylvania. ...... ............ ............................... ......................................... ........................... ...... $
Total.......................................................................................................................... ...........................$ 120,000.00
Real Estate situated as follows: NONE
Wherefore, Petitioner respectfully requests the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned:
.....~\
Typed or printed name and residence
Post Office Box 1291 Harrisburg, PA 17108-1291
Fonll RW-I Page: 1 of2 (Cumberland County) Rev. 9/91
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53864.1 11/12/01
i?-'(;)3 -C)..
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner above-named swears and at1irms that the statements in the foregong Petition are true and correct to the best of
the knowledge and belief of Petitioner and that, as personal rep~tative of the Decedent, Petitioner will well and truly administer the
estate according to law. ~'\
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" Ire r
Sworn to and at1irmed and subscribed
before me this 13th day of
November, 2001.
'1>lajC~.
t~P.~\tM
No, .
21-01-1073
Estate of MARGARET ELIZABETH SMITH GARRETT, deceased
Social Security No: 207-09-1415
Date of Death: November 3,2001
AND NOW, November ~ 2001, in consideration of the Petition on the reverse side hereon,
satisfactory proof having been presented before me,
IT IS DECREED that Letters Testamentary are hereby granted to Maronetta F. Miller in the above
estate and that the instrument dated April 20, 2000 described in the Petition be admitted to probate and filed of
record as the last Will of Decedent.
FEES
Letters. . . . . . . . . . . . . . . . . . . . . . . . . . .
$ 235.00
'J-na, C, iL.~^ .i1..:P B ':l. t\
Register ,J Wills
Short Certificates. . (20). . . $ 60.00
Renunciation............... . $ 5.00
Affidavit ( )............... .. $
Extra Pages ( )............ $ 21.00
Codicil. . . . . . . . . . . . . . . . . . . . . . . . . . $
JCP Fee........................ $ 5.00 Attorney:
Inventory. . . . . . . . . . . . . . . . . . . . . . . $ J.D. No:
Other............. .G.9P~~9.... $ 1.50 Address:
Donn L. Snyder
06858
TOTAL................ $ 32 15'0
Telephone:
Penn National Insurance Tower
Two North Second Street, Seventh Floor
Harrisburg, PA 17101
(717) 257-7552
53864.1 11/12/01
H105.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local R,egistrar. 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.
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7691888
JAWM/'.Lu~~
Local Registrar ..
Fee for this certificate, $2.00
No.
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,
Date
Hl0S 14JAav 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
TYPE/PRINT
IN
PERMANENT
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C t 18 ;""i
LAST WILL AND TESTAMENT
OF
MARGARET ELIZABETH SMITH GARRETT
Introductory Clause. I, Margaret Elizabeth Smith, Garrett, a resident of and domiciled in
the Township of Lower Allen, County of Cumberland and Commonwealth of Pennsylvania, do
hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills
and Codicils at any time heretofore made by me.
ITEM I
Direction to Pay Debts. I direct that all my legally enforceable debts, secured and
unsecured, be paid as soon as practicable after my death.
ITEM II
Direction to Pay All Taxes from Residuary Estate. I direct that all estate, inheritance,
succession, death or similar taxes (except g<meration-skipping transfer taxes) assessed with respect
to my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this
my Last Will (which term wherever used herein shall include any Codicil hereto), or on any
insurance upon my life or on any property held jointly by me with another or on any transfer made
by me during my lifetime or on any other property or interests in property included in my estate for
such tax purposes be paid out of my residuary estate and shall not be charged to or against any
recipient, beneficiary, transferee or owner of any such property or interests in property included in
my estate for such tax purposes.
ITEM III
Cash Legacy. I give and bequeath to Joan Yeager Polking, if she shall survive me, the sum
of One Thousand Dollars and No Cents ($1,000.00).
ITEM IV
Cash Legacy. I give and bequeath to Ann Jablonsky, if she shall survive me, the sum of
One Thousand Dollars and No Cents ($1,000.00).
54203.14/17/00
ITEM V
Cash Legacy. I give and bequeath to H. Ernie Spangler and Cleo Spangler, his wife, or the
survivor of them, the sum of Eight Thousand Dollars and No Cents ($8,000.00).
ITEM VI
Cash Legacy. I give and bequeath to Charles Miller and Doris Miller, his wife, or the
survivor of them, the sum of Eight Thousand Dollars and No Cents ($8,000.00).
ITEM VII
Cash Legacy. I give and bequeath to Camp Hill United Meth<;>dist Church the sum o~ f>l..iu.-e_
Thousand Dollars and No Centsf$3-;OOO.OO).) 0 <:r-! 0 r) jrl J LS/::r,
ITEM VIII
Cash Legacy. I give and bequeath to Lower Allen Fire Company the sum of Five Hundred
Dollars and No Cents ($500.00).
ITEM IX
Cash Legacy. I give and bequeath to Carol Loomis Weber, if she shall survive me, the sum
of One Thousand Five Hundred Dollars and No Cents ($1,500.00).
ITEM X
Cash Legacy. I give and bequeath to Zembo Sooners Temple, Harrisburg, Pennsylvania,
Underprivileged Children's Fund the sum of One Thousand Dollars and No Cents ($1,000.00).
ITEM XI
(:ash Legacy. I give and bequeath to Zembo Sooners Temple, Harrisburg, Pennsylvania,
the One Million Dollar Club for Sooners Hospitals for Crippled Children, the sum of Two
Thousand Dollars and No Cents ($2,000.00).
ITEM XII
Outright Gift of Residuary. I give, devise and bequeath all the rest, residue and remainder
of my property of every kind and description (including lapsed legacies and devises) wherever
situate and whether acquired before or after the execution of this Will, to The Care Assurance
Endowment Fund of Bethany Village.
54~OJ I 4/17;00
ITEM XIII
Naming the Personal Representative, Personal Representative Succession, Personal
Representative's Fees and Other Matters. The provisions for naming the Personal Representative,
Personal Representative succession, Personal Representative's fees and other matters are set forth
below:
(1) Naming an Individual Personal Representative. I hereby nominate, constitute, and
appoint as Personal Representative of this my Last Will and Testament Donn L. Snyder and direct
that he shall serve without bond.
(2) Naming Individual Successor or Substitute Personal Representative. If my
individual Personal Representative should fail to qualify as Personal Representative hereunder, or
for any reason should cease to act in such capacity, the successor or substitute Personal
Representative who shall also serve without bond shall be Maronetta F. Miller.
(3) Fee Schedule for Individual Personal Representative. For its services as Personal
Representative, the individual Personal Representative shall receive reasonable compensation for
the services rendered and reimbursement for reasonable expenses.
ITEM XIV
Definition of Personal Representative. Whenever the word "Personal Representative" or
any modifying or substituted pronoun therefor is used in this my Will, such words and respective
pronouns shall include both the singular and the plural, the masculine, feminine and neuter gender
thereof, and shall apply equally to the Personal Representative named herein and to any successor
or substitute Personal Representative acting hereunder, and such successor or substitute Personal
Representative shall possess all the rights, powers and duties, authority and responsibility conferred
upon the Personal Representative originally named herein.
54203.14/17/00
ITEM XV
Powers for Personal Representative. By way of illustration and not of limitation and in
addition to any inherent, implied or statutory powers granted to Personal Representatives generally,
my Personal Representative is specifically authorized and empowered with respect to any property,
real or personal, at any time held under any provision of this my Will: to allot, allocate between
principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with
respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into,
exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant
and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for,
to make distributions or divisions in cash or in kind or partly in each without regard to the income
tax basis of such asset, and in general, to exercise all the powers in the management of my Estate
which any individual could exercise in the management of similar property owned in his or her own
right, upon such terms and conditions as to my Personal Representative may seem best, and to
execute and deliver any and all instruments and to do all acts which my Personal Representative
may deem proper or necessary to carry out the purposes of this my Will, without being limited in
any way by the specific grants of power made, and without the necessity of a court order.
ITEM XVI
Provision for Personal Representative to Act as Trustee for Beneficiary Under Age Twenty-
One. If any share or property hereunder becomes distributable to a beneficiary who has not attained
the age of Twenty-one (21) years or if any real property shall be devised to a person who has not
attained the age of Twenty-one (21) years at the date of my death, then such share or property shall
immediately vest in the beneficiary, but notwithstanding the provisions herein, my Personal
Representative acting as Trustee shall retain possession of the share or property in trust for the
beneficiary until the beneficiary attains the age of Twenty-one (21), using so much of the net
income and principal of the share or property as my Personal Representative deems necessary to
provide for the medical care, education, support and maintenance in reasonable comfort of the
beneficiary, taking into consideration to the extent my Personal Representative deems advisable
any other income or resources of the beneficiary or his or her parents known to my Personal
Representative. Any income not so paid or applied shall be accumulated and added to principal.
The beneficiary's share or property shall be paid over, distributed and conveyed to the beneficiary
upon attaining age Twenty-one (21), or if he or she shall sooner die, to his or her personal
representatives. Whenever my Personal Representative determines it appropriate to pay any
money for the benefit of a beneficiary for whom a trust is created hereunder, then the amounts shall
be paid out by my Personal Representative in such of the following ways as my Personal
Representative deems best: (1) directly to the beneficiary; (2) to the legally appointed guardian of
the beneficiary; (3) to some relative or friend for the care, support and education of the beneficiary;
(4) by my Personal Representative using such amounts directly for the beneficiary's care, support
and education; (5) to a custodian for the beneficiary under the Uniform Gifts or Transfers to
Minors Act. My Personal Representative as trustee shall have with respect to each share or
property so retained all the powers and discretions conferred upon it as Personal Representative.
542031 4/17/00
ITEM XVII
Discretion Granted to Personal Representative in Reference to Tax Matters. My Personal
Representative as the fiduciary of my estate shall have the discretion, but shall not be required when
allocating receipts of my estate between income and principal, to make adjustments in the rights of
any beneficiaries, or among the principal and income accounts to compensate for the consequences
of any tax decision or election, or of any investment or administrative decision, that my Personal
Representative believes has had the effect, directly or indirectly, of preferring one beneficiary or
group of beneficiaries over others; provided, however, my Personal Representative shall not
exercise its discretion in a manner which would cause the loss or reduction of the marital deduction
as may be herein provided. In determining the state or federal estate and income tax liabilities of
my estate, my Personal Representative shall have discretion to select the valuation date and to
determine whether any or all of the allowable administration expenses in my estate shall be used as
state or federal estate tax deductions or as state or federal income tax deductions.
ITEM XVIII
Definition of Children. For purposes of this Will, "children" means the lawful blood
descendants in the first degree of the parent designated; and "issue" and "descendants" mean the
lawful blood descendants in any degree of the ancestor designated; provided, however, that if a
person has been adopted, that person shall be considered a child of such adopting parent and such
adopted child and his or her issue shall be considered as issue of the adopting parent or parents and
of anyone who is by blood or adoption an ancestor of the adopting parent or either of the adopting
parents. The terms "child," "children," "issue," "descendant" and "descendants" or those terms
preceded by the terms "living" or "then living" shall include the lawful blood descendant in the first
degree of the parent designated even though such descendant is born after the death of such parent.
The term "per stirpes" as used herein has the identical meaning as the term "taking by
representation" as defined in the Pennsylvania Probate Code.
5420314/17/00
ITEM XIX
Definition of Words Relating to the Internal Revenue Code. As used herein, the words
"gross estate," "adjusted gross estate," "taxable estate," "unified credit," "state death tax credit,"
"maximum marital deduction," "marital deduction," "pass," and any other word or words which
from the context in which it or they are used refer to the Internal Revenue Code shall have the same
meaning as such words have for the purposes of applying the Internal Revenue Code to my estate.
For purposes of this Will, my "available generation-skipping transfer exemption" means the
generation-skipping transfer tax exemption provided in section 2631 of the Internal Revenue Code
of 1986, as amended, in effect at the time of my death reduced by the aggregate of (1) the amount,
if any, of my exemption allocated to lifetime transfers of mine by me or by operation of law, and
(2) the amount, if any, I have specifically allocated to other property of my gross estate for federal
estate tax purposes. For purposes of this Will if at the time of my death I have made gifts with an
inclusion ratio of greater than zero for which the gift tax return due date has not expired (including
extensions) and I have not yet filed a return, it shall be deemed that my generation-skipping transfer
exemption has been allocated to these transfers to the extent necessary (and possible) to exempt the
transfer(s) from generation-skipping transfer tax. Reference to sections of the Internal Revenue
Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the
date of my death.
ITEM XX
Statement by Testatrix of Intent Not to Exercise Power of Appointment. I hereby refrain
from exercising any power of appointment that I may have at the time of my death.
ITEM XXI
Simultaneous Death Provision Presuming Beneficiary Predeceases Testatrix. If any
beneficiary and I should die under such circumstances as would make it doubtful whether the
beneficiary or I died first, then it shall be conclusively presumed for the purposes of this Will that
the beneficiary predeceased me.
Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my hand and affixed
my sealthis ~ D day of ~L./\J..f) ,2000.
- \
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( M GARET ELIZABETH SMITH, GARRETT
(SEAL)
54203.1 4/1 7/00
~ ~.\
Attestation Clause. The foregoing Will was this~O day of IJ. , 2000,
signed, sealed, published and declared by the Testatrix as and for her ast WIll and Testament In
our presence, and we, at her request and in her presence, have hereunto subscribed our names as
witnesses on the above date.
of tJ-~~<fRr-
of 1I~k:J /A
COMMONWEALTH OF
PENNSYLVANIA
SS:
COUNTY
OF
DAUPHIN
We, Margaret Elizabeth Smith, Garrett, and Donn L. Snyder and
Dylan P. Dayton , the Testatrix and the witnesses, respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will and
that she had signed willingly (or willingly directed another to sign for her), and that she executed it
as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as witness and to the best of our
knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under
no constraint or undue influence.
~/.~
WIt ss
54203.1 4/17/00
, '
Subscribed, sworn to, and acknowledged before me by Margaret Elizabeth Smith, Garrett,
the Testatrix and subscribed and sworn to before me by tnycipr and
Dylan P. Dayton , witnesses, dO day of _ , 2000.
My Commission Expires:
NOTARIAL SEAL
Maronetta F. Miller, Notary Public
Harrisburg, PA Dauphin County
My Commission Expires Jan19, 2004
54203 I 4/17/00
21-01-1073
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
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L.
SNy.t>ctte
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(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that HE WAS present and saw
MARGARET ELIZABETH SMTTH GARRF.TT
the testat RIX ,sign the same and that HE signed as a witness at the
request of testat.RDL.. in h TS presence and (in the prese e of each other) (in e presence of the
other subscribing witness(es)).
Sworn to or affirmed and subs'Cribed before
me this 13th __ day of
}lj} 2001
~.
'ma,') tf,l'>.. r'\
(Address)
Register
(Name)
(Address)
'\
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
- ,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
will
testat_ of (one of the subscribing witnesses to) the
presented herewith and
codicil
believes the signature on the will is in the handwriting of
that
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
21-01-1073
Register of Wills of Cumberland County, Pennsylvania
RENUNCIATION
Estate of Margaret Elizabeth Smith Garrett
Deceased
The undersigned, Donn L. Snyder, hereby renounces his right to administer the estate and
respectfully request that Letters Testamentary be issued to Maronetta F. Miller.
Witness our hand and seal this I'l-~ of November, 2001.
~~
D NNL. DER
Sworn to or affirmed and subscribed
before me this /2fh day of November,
ka'
/ ~16
Notary Public
Notarial Seal
Lori A.B. Zerbe, Notary Public
Harrisburg, Dauphin County
My Commission Expires Jan. 7, 2002
Member, ~lInn.yl\iIVilll Atllloolslisn sf Netaries
57379.1 11112/01
.J'
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
En~e~ Margaret Elizabeth Garrett
No. 21-01-01073
also known as Margaret Elizabeth Smith Garrett
Date of Death 11- 03 - 01
, Deceased
Social Security No.
207-09-1415
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum
at the end of this inventory. I/We verify that the statements made in this-l~ntory are true and correct. J/We understand that
false stateme~nerein ar made s ject to the penalties of 18. Pa. C.S. ~ction 4904 relating. to unSWQrn falsification to
authorities. \)
N.m. of DO~ . """" R'P""'~'~.' ')' ~; /
Attorney: ~
1.0. No.: 06858
Address: 2 North Second Street, 7th Floor
Harrisburg, PA 17101
Telephone: (717) 257-7524
~_1 - /3 - 02
Description
Value
Real Estate
0.00
Personal Estate (See attached)
189,850.00
Total: $189,850.00
(Attach Additional Sheets if necessary)
Note: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the
value of each item. but such tigures should not be extended into the total of the Inventory.93141.1 11/12/02
Relf~2~/~Y201200\~::~iAM in ~E~~STE~inOF[DI~LS 3g6~ IIOR~RV2 p{~0ted B009C501 on 11/20/2001 09:54AM * Pg 2/2
NO.596 [;102
21-01-1073: I
REGISTER OF WILLS OFC....'Y\ bH_\<l "J. COUJTY
OATH OF SUBSCRIBING WffNESS 1
-U'Ilun-H,i'liJ-.--JJCl.}h" uP)" (JV/H P n.)tJf1
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teach) a subscribing witness to the wi.U presented herewith. (eachl being (h.lly qualifj. according to
law. depose(s) and say(s) that w resent and saw
S, if i T
the testst r- ; f , sign the same and that ..s h e i signed as;r witness at th~
request of testat (,' t In. h..f..C....- presence and (in the presence oi; each other) (in thel resenCl!: of the
other subscribing witness(es)).
NOTARIAL SEAL
TERRI L. METIL,=Public
City of Harrisburg, County
COmmission Expires ~ 22, 1005
Sworn to or affirmed l~d subscribed before
~l~" ~~ ' day of
~~iT . I dlJOJ ~
Register
REGISTER OF WILLS OF CO Ii TY
"'OATH OF NON.SUBSCRIBING WITNESS
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(each) a subscriber hereto, (each) beihg duly qualified. according 10 law, depOse( and say(s) that
famili'ar~ith the signature O~ . ,
. I
"'" ~ icil .
of (one of the subscribing witbeSses LO) t I will present, herewith and
'.... . codicil i
believes t~nalurJ on the will is in t e handwriting of
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...
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testat
that
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to the best of knOWledg~ belief.
Sworn to or affirmed and subscripee( before
.-
me this ./ day of
,
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>' 19_
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Regisrer
(Name)
(Address)
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IN RE: ESTATE OF
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY , PENNSYLVANIA
ORPHANS' COURT DIVISION
MARGARET ELIZABETH
SMITH GARRETT
No. 21-01-1073
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
MARGARET ELIZABETH GARRETT
A/K/ A MARGARET ELIZABETH SMITH GARRETT
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NOVEMBER 3, 2001
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Date of Death:
To the Register:
~
UJ
o
I certify that notice of estate administration required by Rule 5.6(a) dt;t!ie O~ns'
Court Rules was served on or mailed to the following beneficiaries of the aD~g:"captl'!*ed
estate on November 30, 2001: ).c, ;': ~
~i;
(7)'0
0-0-
Name
Address
Ann Jablonski
19 Hershey Avenue, Leola, PA 17540
Joan Polking
5122 Little Brook Lane, Charlotte, NC 28226
Charles and Doris Miller
2830 Central Avenue, Camp Hill, PA 17011
Cleo and Ernest Spangler
940 Forge Road, Carlisle, PA 17011
Carol Weber
945 West 16th Street New Cumberland, PA 17070
The Care Assurance Endowment
Fund of Bethany Village
325 Wesley Drive
Mechanicsburg, PA 17055
Camp Hill United Methodist Church
417 South 22nd Street, Camp Hill, PA 17011
Lower Allen Fire Company
1993 Hummel Avenue, Lemoyne, PA 17043
Zembo Shriners Temple
Third and Division Streets, Harrisburg, PA 17102
62176.1 11/29/01
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
November 30,2001
Signature
DONN L. SNYD
Saul Ewing LLP
Two North Second Street, 7th Floor
Harrisburg, PA 17101
(717) 257-7552
Attorney for Estate
62176.1 11/29/01
November 30,2001
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
Sigmrure ~ ~
DONN L. SNYD .
Saul Ewing LLP
Two North Second Street, 7th Floor
Harrisburg, PA 17101
(717) 257-7552
Attorney for Estate
62176.1 11/29/01
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A TTORNEYS AT LAW
By: Federal Express Delivery
Cumberland County Count House
Register of Wills
One Courthouse Square
Carlisle, P A 17013
Ladies:
January 31, 2002
Estate of Margaret Garrett
File No. 21-01-1073
-------.:::.
MARONETTA F. MILLER
Phone: (717) 257-7524
Fax: (717) 257-7588
mmiller@saul.com
www.saul.com
Enclosed please find cn in the amount6f $2,950 to be applied toward the inheritance tax
due in the above estate. Kindly send your receipt for the same to the undersigned.
enclosure
Cordially yours,
I : \
)\,/( Cv.AJ,:JIX{~ 7
M~netta F. M-tR.er,
Legal)..ssist<!t~
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2 North Second Street, 7'" Floor. Harrisburg, PA 17101-1604. Phone' (717) 257-7500 . Fax' (717) 238-4622
BALTIMORE CHESTERBROOK HARRISBURG NEW YORK PHILADELPHIA PRINCETON WILMINGTON
A DELAWARE LIMITED LIABILITY PARTNERSHIP
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
SAUL EWING-REMICK & SAUL LLP
2 NORTH SECOND STREET
7TH FLOOR
HARRISBURG, PA 17101
ACN
ASSESSMENT
CONTROL
NUMBER
n______ fold
101
ESTATE INFORMATION:
SSN:
207-09-1415
FILE NUMBER:
2101-1073
GARRETT MARGARET ELlZABE l
02/01/2002
01/31/2001
CUMBERLAND
11/03/2001
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
TOTAL AMOUNT PAID:
REMARKS: MARONETTA F MILLER
C/O SAUL EWING-REMICK & SAUL
CHECK# 122
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
REV-1162 EX( 11-96)
NO. CD 000822
AMOUNT
--------
I $2,950.00
I
I
I
I
I
I
I
I
$2,950.00
/?-02!3 -;L/
\,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
August 7, 2002
~oz
\ i l_
, :\ 6
Telephone
(717) 787-3930
FAX (717) 772-0412
Law Offices of
Saul & Ewing
2 North Second St- 7th Floor
Harrisburg, Pa.17101-1604
Re: Estate of Margaret E. Smith Garrett
File Number 2101-1073
Dear Mr Snyder:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before February 3,2003. Because
Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional
extension(s) will be granted that would exceed the maximum time permitted.
..---- ----
,....---
(/ // sint,rL r~,!~~~~~"
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&"41:""'" _.,-... .__"~.'_''''''_''''''''_'''
"''Jeffrey'D:''Hollenbush, Supervisor
Document Processing Unit
Inheritance Tax Division
\ 1?-d2.8-0:>>
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
03-31-2003
GARRETT
11-03-2001
21 01-1073
Cumberland
101
DONN L. SNYDER ESQ
SAUL EWING
2 NORTH 2ND ST 7TH FLOOR
HARRISBURG PA 17101-1410
Amount Remitted
MARGARET
E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
- -lfEv~1547 EX -(Olf-97fpc - - - - - - - - - - - - - -Notit-E -ifF "fNI-IERIT A-NClftA5( APjiRAis-EME-Nt~ - A"LCOWANCE- OR- - - - - - - - - - - - - - - -.'. - - - - - - - - - - - -.-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARRETT MARGARET E FILE NO. 2101-1073 ACN 101 DATE 03-31-2003
TAX RETURN WAS: ( ~) ACCEPTED AS FILED ( D) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,393.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11 ,579.59
11. Total Deductions (11) 39,973.38
12. NetValueofTaxReturn (12) 152,115.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 131 ,590.85
14. Net Value of Estate Subject to Tax (14) 20,525.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
137,189.92
0.00
0.00
54,899.31
0.00
0.00
(8)
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 taxable at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID -
01-31-2002 CD000822 153.94
0.00 X .00
0.00 X .045
0.00 X .12
20,525.00 X .15
(19)
AMOUNT PAID
2,950.00
NOTE: To insure proper
credit to your account,
submit the upper portion
ofthls form with your
tax payment.
192,089.23
0.00
0.00
0.00
3,078.75
3,078.75
TOTAL TAX CREDIT 3,103.94
BALANCE OF TAX DUE 25.19CR
INTEREST 0.00
TOTAL DUE 25.19CR
(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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
'" /?- c!2.3 - ~~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-16U1 EX AFP [Dl-UU
RecDrrJCU of
ReQi:)( ;,lls
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-21-2003
GARRETT
11-03-2001
21 01-1073
CUMBERLAND
101
MARGARET
E
.03 MAY 16 A10 :47
DONN L SNYDER ESQ
SAUL EWING
2 N 2ND ST 7TH FLR Ci~.'L(", ,..",'
HBG P~llmtDai F-P,
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:i6'ifj-E;f-AFP-(Oy:03T------...-fNii€Ri'~fANCE-yAX-STA"fEME-Ny-'ifF'-Accouiif--.-..---------------------
ESTATE OF GARRETT MARGARET E FILE NO.21 01-1073 ACN 101 DATE 04-21-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-01-2003
P R I NC I PAL T AX DUE: ..,........................................................................................................................................................................................................................
3,078.75
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2002 CDOO0822 153.94 2,950.00
04-01-2003 REFUND .00 25.19-
TOTAL TAX CREDIT 3,078.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~1~
c
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Margaret Elizabeth Smith Garrett
Date of Death: November 3,2001
Register File No. 21-01-01073
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes X No
2. Ifthe answer to #1 is No, state when the personal
representative reasonably believes that the administration
will be complete:
3. If the answer to #1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? Yes No X
d.
Copies of receipts, releases, joinders and
approvals of formal or information accounts may
be filed with the Clerk of the Orphans' Court
and may be attached to this\report. (Release Attached)
/\ t!
/ \ r \J\'-~=: .----/<i--- d~
I DONN L. SNYDER---
2 NORTH SECOND STREET, 7TH FLOOR
HARRISBURG, P A, 17101
717-257-7552
Attorney for the Estate
'3QU1Il8
Date: June 17,2003
j,'jl:)
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L 17: Ed 8 L Nnr EO.
38
.\!f):]9t-j
54463.1 6/17/03
ESTATE SETTLEMENT AGREEMENT
This Agreement made this ~ day oL2003, by and between Maronetta F. Miller,
Executrix of the Estate of Margaret Elizabeth Garrett a/kIa Margaret Elizabeth Smith Garrett, and
Care Assurance Endowment Fund of Bethany Village residual beneficiary of said Estate.
In accordance with the desire that the settlement and distribution of the Estate of Margaret
Elizabeth Garrett be resolved as expeditiously as possible and without the delay of a formal Court
accounting, the undersigned, in consideration of the mutual covenants herein expressed, and of the
sums received, and intending to be legally bound hereby, agree that:
1. The said Margaret Elizabeth Garrett died November 3, 2001 testate.
2. The undersigned hereby agrees that the entire estate be distributed as set forth in the
Schedule of Distribution attached as Exhibit "A" and hereof made a part. Without intending to
limit the rights of remedies of the personal representative, the undersigned further agrees to
indemnify the personal representative and save her harmless against all liability, loss and expense
(including, but not limited to, costs and counsel fee) which the personal representative may incur,
whether dJe to the personal representative's negligence or otherwise, as a result of making the
above distributions without formal court audit or other formal estate administration.
3. The undersigned hereby forever fully release, compromise, settles and discharges any
and all claims, demands, actions or causes of action, legal or equitable, absolute or contingent,
vested or hereafter to accrue, which they may have against any other party hereto or against the
Estate of Margaret Elizabeth Garrett, deceased or the personal representative thereof, by reason of
any matter, cause or thing growing out of or relating to any property or assets of the said Estate of
97318.3 5/20/03
Margaret Elizabeth Garrett, or growing out of or relating to any act of the personal representative in
her individual handling of said Estate, even if attributable to negligence, and agrees that any period
for the limitation of actions for the collection or any erroneous distribution or distributions shall
commence only at such time as the personal representative shall have obtained actual knowledge of
such erroneous distribution and that in no event shall the period of collection of any erroneous
distribution be less than two years after the actual discovery thereofby the personal representatives.
4. Copies of the Releases from the specific legatees are attached hereto and made part of
this Agreement.
5. The undersigned agrees to execute such additional releases as the personal representative
may submit in order to confirm his discharge from any further liability to the parties in connection
with said Estate.
6. This Agreement, shall be binding upon the undersigned, their heirs, next of kin, personal
representative, successors and assigns.
IN WITNESS WHEREOF the undersigned has hereunto set her hand and seal the day and
year first above written.
WITNESS:
DfY.}\& J~ff'1)
'(j) ."\.-
NETTA F. MILLER
Individually and as Executrix oft "e
Estate of Margaret Elizabeth Garrett
Soc. Sec. No.
97318.35/20103
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
MIKE FISHER
ATTORNEY GENERAL
June 12, 2003
Charitable Trusts and
Organizations Section
14th Floor, Strawberry Sq.
Harrisburg, PA 17120
Telephone: (717) 783-2853
Facsimile: (717) 787-1190
Donn L. Snyder, Esquire
SAUL EWING
2 North Second Street
7th Floor
Harrisburg, PA 17101-1604
Re: Estate of Margaret Elizabeth Garrett
Dear Mr. Snyder:
This will acknowledge receipt of your notice pursuant to Supreme Court Orphans'
Court Rule 5.5, regarding the above-captioned matter. Based upon the documents
provided, I have no objection to the First and Final Account.
Please be advised that the above review was conducted pursuant to the parens
patriae function of this Office and has no bearing on any matter unrelated to that function.
It should be noted that this Office's approval of the current accounting should not be
interpreted as approval of the practice of charging trustee fees according to a corporate
fiduciary's fee schedule, and this Office will, of course, have the right in reviewing any
future accounts, to object to any and all fees deemed excessive or inappropriate. Please
forward a copy of the signed, filed Account and Agreement, when completed; however,
please not that this letter should not be construed as our Office's assent to the terms of the
Release/Agreement. Thank you for your cooperation during the course of our review.
Very truly yours,
kJ-~-tdt-~
Heather J. Vance-Rittman
Deputy Attorney General
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
COMMONWEALTH OF PENNSYL VANIA
ESTATE OF MARGARET ELIZABETH GARRETT
LATE OF LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY, PENNSYLVANIA
PROPOSED SCHEDULE OF DISTRIBUTION
It is recommended that the pre-distribution of $104,025.00 and proposed distribution in
real estate, securities and cash as follows totaling $50,476.10 be approved as follows:
Ann Jablonski
Joan Polking (Jewelry)
Joan Polking (Cash)
Charles and Doris Miller
Cleo and Ernest Spangler
Carol Weber
The Care Assurance Endowment Fund of Bethany Village
The Care Assurance Endowment Fund of Bethany Village
Lower Allen Fire Company
Zembo Shriners Temple
Camp Hill United Methodist Church
$1,000.00
$1,025.00
$1,000.00
$8,000.00
$8,000.00
$1,500.00
$75,000.00
$50,476.10
$500.00
$3,000.00
$5,000.00
Total
$154,476.10
97318.35/20/03
Sworn to and subscribed
before me this jt4.
daYOf~_ 20~3.
~d?c#~
Notary Public
97318.35/20/03
NotarIal Seal
ICInn L Uvingston, Notary PublIc
lower AHen Twp., Cumberland County
My Commission Expires Jan. 8, 2004
Member, Pennsylvania AssoclalionotNolarles
CARE ASSURANCE ENDOWMENT FUND OF
BETHANY ~E
~4~
2J- frOlr]e( -- hR
?). PO]6f"-)" /(;,c C.
EIN
IN RE: THE ESTATE OF
: IN THE COURT OF COMMON PLEAS
MARGARET ELIZABETH GARRETT, : CUMBERLAND COUNTY, PENNSYL VANIA
DECEASED
: ORPHANS' COURT DIVISION
: FILE NO. 01-01073
SATISFACTION AND AWARD
The undersigned, hereby acknowledge that Maronetta F. Miller, Executrix of the Estate of
Margaret Elizabeth Garrett, deceased, has distributed to the undersigned cash in the amount of One
Hundred Twenty Five Thousand Four Hundred Seventy Six and 10/100 ($125,476.10) as full
payment of all sums due pursuant to the Estate of Margaret Elizabeth Garrett, directs and authorizes
the Clerk of the Orphan's Court Division to mark satisfied of record the award which may be made
in his individual favor.
c/
IN WITNE~EREOF, the undersigned has caused these presents to be executed this
day of IVNt ,2003.
Witness:
CARE ASSURANCE FOUNDATION OF
BETHANY VILLAGE
/~
~a/L
'~A
NotarIal Seal
Karen l. UvIngston. Notary PublIc
lower Allen Twp., Cumberland County
My Commission Expires Jan. S, 2004
Member, Pennsylvania Assoclationot Notaries
r 'I, ;Loo3
EIN No.
2) ~/cfP/Jlcf
")) ~ f)~ J ,,("~ s-.
97318.3 5/20/03
97318.3 5/20/03
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
COMMONWEALTH OF PENNSYLVANIA
EST A TE OF MARGARET ELIZABETH GARRETT
A/K/ A MARGARET ELIZABETH SMITH GARRETT
LA TE OF THE TOWNSHIP OF LOWER ALLEN
CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
MARONETT A F. MILLER, EXECUTRIX
Date of Death: November 3, 2001
Letters Granted: November 26, 2001
Account Stated to: May 15,2003
Estate No. 01-01073
Donn L. Snyder, Esquire
Saul Ewing LLP
Post Office Box 1291
Harrisburg, Pennsylvania 17108
717-257-7552
Attorney for Estate of Margaret Elizabeth Garrett
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
COMMONWEALTH OF PENNSYLVANIA
EST A TE OF MARGARET ELIZABETH GARRETT
A/KJ A MARGARET ELIZABETH SMITH GARRETT
LA TE OF THE TOWNSHIP OF LOWER ALLEN
CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
MARONETTA F. MILLER, EXECUTRIX
SUMMARY AND INDEX
PAGE PRINCIPAL
2 Receipts $192,114.42
4 Less Disbursements $43,702.32
6 Balance Before Distribution $148,412.10
Distribution to Beneficiaries $104,025.00
TOTAL PRINCIPAL BALANCE REMAINING
INCOME
Receipts
Disbursements
$6,089.00
-0-
TOTAL INCOME BALANCE REMAINING
COMBINED BALANCE REMAINING
FOR DISTRIBUTION
97318.35/20/03
$44,387.10
$6,089.00
$50,476.10
COMPOSITION OF BALANCE
Cash and Securities at Merrill Lynch
$50,476.10
97318.35/20/03
PRINCIPAL RECEIPTS
Inventory Filed
Per copy of Inventory and Appraisement Attached
To which is added:
Inheritance Tax Refund
TOT AL PRINCIPAL RECEIPTS
97318.35/20/03
$192,089.23
$25.19
$192,114.42
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
03-31-2003
GARRETT
11-03-2001
21 01-1073
Cumberland
101
DONN L. SNYDER ESQ
SAUL EWING
2 NORTH 2ND ST 7TH FLOOR
HARRISBURG PA 17101-1410
Amount Remitted
'*
REV-1547 EX (12-971 PC
MARGARET E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE q RETAIN LOWER PORTION FOR YOUR RECORDS ~
. 'REV:1547 EX -(if6"-97)'PC' - - - - - - -''' -Notit'e 'ifF 'fNl-iERIT A'Nce'tA)( AP'PR'Ais'eMe'Nt~ -Ai:C.owANce- OR" - - - -", -, - - - -" -, - -, -" - - - -",
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARRETT MARGARET E FILE NO. 2101-1073 ACN 101 DATE 03-31-2003
TAX RETURN WAS: ( ~) ACCEPTED AS FILED ( D) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,393.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11 ,579.59
11. Total Deductions (11) 39,973.38
12. Net Value of Tax Return (12) 152,115.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 131 ,590.85
14. Net Value of Estate Subject to Tax (14) 20,525.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
137,189.92
0.00
0.00
54,899.31
0.00
0.00
(8)
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15)
(16)
(17)
(18)
0.00 X .00
0.00 X .045
0.00 X .12
20,525.00 X .15
(19)
PAYMENT
DATE
01-31-2002
RECEIPT
NUMBER
CD000822
DISCOUNT (+)
INTEREST/PEN PAID H
153.94
AMOUNT PAID
2,950.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
192,089.23
0.00
0.00
0.00
3,078.75
3,078.75
TOTAL TAX CREDIT 3,103.94
BALANCE OF TAX DUE 25.19CR
INTEREST 0.00
TOTAL DUE 25.19CR
(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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
PRINCIPAL DISBURSEMENTS
Schedule H Attached
Schedule I Attached
Register of Wills - Inheritance Tax
Register of Wills - Filing Fee
Saul Ewing LLP - Misc. Filings and Copies
Saul Ewing LLP - Filing Final Tax Returns and
Fiduciary Tax Returns
Total Disbursements
97318.35/20/03
$28,393.79
$11,579.59
$3,103.94
$25.00
$100.00
$500.00
$43,702.32
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Margaret Elizabeth Smith Garrett
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
2.
B.
1.
2.
3.
4.
5.
6.
7.
8 .
9.
10.
STFPA42021F.12
...
FUNERAL EXPENSES:
Neil Funeral Home
Rolling Green Cemetery
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
DESCRIPTION
FILE NUMBER
21-01-01073
Name of Personal Representative(s) Maronetta F. Miller
193-42-9811
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address P . o. Box 1291
City Harrisburg
Year(s) Commission Paid: 2 002
State P A
Attomey Fees
Family Exemption: (~decedent's address is not the same as daimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Retum Preparer's Fees
Cumberland Law Journal
Patriot News
State
Costs Advanced - Saul Ewing LLP
G.S. Buser - Jewelry Appraisal
zip17108
Zip
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
7,354.39
760.00
9,500.00
9,500.00
341.87
500.00
75.00
181.14
81.39
100.00
28.393.79
J
cOMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Margaret Elizabeth Smith Garrett
FILE NUMBER
21-01-01073
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4 .
5.
6.
7.
8.
9.
10.
DESCRIPTION
Silver Spring Ambulance
Mobile X-Ray
Verizon
Saul Ewing tLP - Expenses relating to acting as POA
Bethany Village
Alert Pharmacy
Verizon
PA Department of Revenue - 4th Quarter Payment
u.S. Treasury - 4th Quarter Payment
Saul Ewig LLP Preparation of prior years tax
returns, copies, faxes, etc.
AMOUNT
40.12
11. 32
11. 76
2,465.76
6,054.85
150.98
12.20
80.00
300.00
2,452.60
STF PA42021 F.13
..
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
11,579.59
PRIOR DISTRIBUTION
Ann Jablonski
Joan Polking (Jewelry)
Joan Polking (Cash)
Charles and Doris Miller
Cleo and Ernest Spangler
Carol Weber
The Care Assurance Endowment Fund of Bethany Village - Residue
Lower Allen Fire Company
Zembo Shriners Temple
Camp Hill United Methodist Church
$1,000.00
$1,025.00
$1,000.00
$8,000.00
$8,000.00
$1,500.00
$75,000.00
$500.00
$3,000.00
$5,000.00
TOTAL
$104,025.00
97318.3 5/20/03
PROPOSED SCHEDULE OF DISTRIBUTION TO BENEFICIARIES
Care Assurance Endowment Fund of Bethany Village
$50,476.10
Total to be Distributed
$50,476.10
97318.3 5/20/03
INCOME RECEIPTS
Merrill Lynch Account
2002
2003*
$5,339.00
$ 750.00
TOTAL INCOME
$6,089.00
* Estimated
97318.3 5/20/03
INCOME DISBURSEMENTS
None
97318.3 5/20/03
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF DAUPHIN
Maronetta F. Miller, Executrix of the Estate of Margaret Elizabeth Garrett, deceased,
being duly sworn according to law, deposes and says that the foregoing account is true and
correct to the best of her knowledge, information and belief, and that no persons claiming to be
interested in said Estate as creditors, legatee, next of kin or otherwise, have given notice of their
claim to the deponent, in writing or to Darth L Snyder, her attorney, in writing.
~'"
".
Sworn to and subscribed
before me this J ~ t h
~
N~)tary. blic
NcMf\llI Sell
Lorl A.. B. Zeft)I, Neal'l fI\lbIlQ
~m
Membet. ~~OtNreliii@S
97318.35/20/03
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
COMMONWEALTH OF PENNSYLVANIA
EST A TE OF MARGARET ELIZABETH GARRETT
A/K/ A MARGARET ELIZABETH SMITH GARRETT
LATE OF THE TOWNSHIP OF LOWER ALLEN
CUMBERLAND COUNTY, PENNSYLVANIA
PROPOSED SCHEDULE OF DISTRIBUTION
It is recommended that the pre-distribution of $104,025.00 and proposed distribution in
real estate, securities and cash as follows totaling $50,476.10 be approved as follows:
Ann Jablonski
Joan Polking (Jewelry)
Joan Polking (Cash)
Charles and Doris Miller
Cleo and Ernest Spangler
Carol Weber
The Care Assurance Endowment Fund of Bethany Village
The Care Assurance Endowment Fund of Bethany Village
Lower Allen Fire Company
Zembo Shriners Temple
Camp Hill United Methodist Church
$1,000.00
$1,025.00
$1,000.00
$8,000.00
$8,000.00
$1,500.00
$75,000.00
$50,476.10
$500 .00
$3,000.00
$5,000.00
Total
$154,476.10
97318.3 5/20/03
IN RE: THE ESTATE OF
MARGARETE. GARRETT
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-1073
DECEASED
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that I hereby acknowledge the receipt of
and from Maronetta F. Miller, Executor of the Estate of the said MARGARET E. GARRETT,
Deceased, One Thousand Dollars ($1,000), in full and final satisfaction and payment of all sums
of money, share or shares, purparts, and dividends which are or were due, owing, payable and
belonging to me, by any means whatsoever, for my share, part, or dividend of the Estate of said
MARGARET E. GARRETT, Deceased, made pursuant to Paragraph ITEM IV of the Last Will
and Testament of MARGARET E. GARRETT.
AND THEREFORE, I by these presents, remIse, release, quitclaim, and forever
discharge the said MARONETT A F. MILLER, Executor and her attorney and agent of and from
the said share or dividend of the estate aforesaid, to the extent of the sum of One Thousand
Dollars ($1,000), of and from all actions, suits, payments, accounts, reckonings, claims, and
demands whatsoever, for or by reason thereof, or of any other act, matter, cause, or thing
whatsoever, from the beginning of the world to the day of the date of these presents.
As the condition for receipt of this full and final distribution made this date by the said
Executor I hereby agree to payor refund any amount, to pay any tax (including interest and
87140.1 1/22/02
penalties), liability, or any proper debt of the estate as determined by the said Executor or a
court of competent jurisdiction to the extent of proportional liability, which proportional amount
represents the proportion that would be paid to me after the payment of all taxes, debts, and
administrative expenses. I agree to accept this stated amount as a full distribution pursuant to said
Last Will and Testament of MARGARET E. GARRETT, under the conditions as stated in that
agreement and in this Acknowledgment and Release.
~
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~'tday of
~? ~
#kd-L--
( ..
,2002.
Ann Jablonski
~~;
SS# ~ -3:J. - -f5/ =3
Sworn to and subscribed before me this 7f'-
day of ~/<L , 2002.
/ ...~
/~~~.4e
j '.. NO R DB
:My Commission pires:
RONAlD E. WENGER, Notary PlbIic
New HolI~ ~.lancaster Co.
87140 I 1111101
-2-
..,.......... .
DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-1073
IN RE: THE ESTATE OF
MARGARETE. GARRETT
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that I hereby acknowledge the receipt of
and from Maronetta F. Miller, Executor of the Estate of the said MARGARET E. GARRETT,
Deceased, Fifteen Hundred Dollars ($1,500), in full and final satisfaction and payment of all
sums of money, share or shares, purparts, and dividends which are or were due, owing, payable
and belonging to me, by any means whatsoever, for my share, part, or dividend of the Estate of
said MARGARET E. GARRETT, Deceased, made pursuant to Paragraph ITEM IX of the Last
Will and Testament of MARGARET E. GARRETT.
AND THEREFORE, I by these presents, remIse, release, quitclaim, and forever
discharge the said MARONETTA F. MILLER, Executor and her attorney and agent of and from
the said share or dividend of the estate aforesaid, to the extent of the sum of Fifteen Hundred
Dollars ($1,500), of and from all actions, suits, payments, accounts, reckonings, claims, and
demands whatsoever, for or by reason thereof, or of any other act, matter, cause, or thing
whatsoever, from the beginning of the world to the day of the date of these presents.
As the condition for receipt of this full and final distribution made this date by the said
Executor I hereby agree to payor refund any amount, to pay any tax (including interest and
87140.1 1/22102
penalties), liability, or any proper debt of the estate as determined by the said Executor or a
court of competent jurisdiction to the extent of proportional liability, which proportional amount
represents the proportion that would be paid to me after the payment of all taxes, debts, and
administrative expenses. I agree to accept this stated amount as a full distribution pursuant to said
Last Will and Testament of MARGARET E. GARRETT, under the conditions as stated in that
agreement and in this Acknowledgment and Release.
10
IN WITNESS WHEREOF, I have hereunto set my hand and seal this c:n day of
yn"Ci{
, 2002.
Carol Weber
{~4 #~ bJ~cJ
SS#/EIN ~ /97"- ..y{)~9"r:J9
Sworr~ to and subscribed before me this ~ tfti
day o~" "':;r ,2002.
~~ ~ No1~~~~:t~c
My Commission Expires:
r NOTf,R!AL SEAL. i
, 1'1V I ~.". 'L~- I
, " :' _. L,. U C I. Nr);::ry Public
, (';I~\f(" u...,....... D J' I
.. ""." ..,... i.,'..I",ra. 3L:;::,i1n Ccunty PA !
l h'J r."~"'l'o.' '", <;;,._' .. . I
_.'-....,~I,.".~~~~_~~_.::~..:.,.~\.i\.". I.::~!_.~r:-:s !\r'1arch 1Q 200'J i
.__.....__,-.,~c~.~_"'....___""'~_'::..'--........~:.
87140.1 1122/02
-2-
~- - 1
I
IN RE: THE ESTATE OF
IN THE COURT OF COMMON PLEAS
MARGARETE. GARRETT
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS I COURT DIVISION
DECEASED
NO. 21-01-1073
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned representative does
hereby acknowledge the receipt of and from Maronetta F. Miller, Executor of the Estate of the
said MARGARET E. GARRETT, Deceased, Five Thousand Dollars ($5,000), in full and final
satisfaction and payment of all sums of money, share or shares, purparts, and dividends which
are or were due, owing, payable and belonging to my organization, by any means whatsoever,
for our share, part, or dividend of the Estate of said MARGARET E. GARRETT, Deceased,
made pursuant to Paragraph ITEM VII of the Last Will and Testament of MARGARET E.
GARRETT.
AND THEREFORE, the undersigned representative by these presents, remise, release,
quitclaim, and forever discharge the said MARONETT A F. MILLER, Executor and her attorney
and agent of and from the said share or dividend of the estate aforesaid, to the extent of the sum
of Five Thousand Dollars ($5,000), of and from all actions, suits, payments, accounts,
reckonings, claims, and demands whatsoever, for or by reason thereof, or of any other act,
matter, cause, or thing whatsoever, from the b~ginning of the world to the day of the date of
these presents.
87140.1 tJ:!2/02
...,.--' .
As the condition for receipt of this full and final distribution made this date by the said
Executor the undersigned representative does hereby agree to payor refund any amount, to pay
any tax (including interest and penalties), liability, or any proper debt of the estate as determined
by the said Executor or a court of competent jurisdiction to the extent of proportional liability,
which proportional amount represents the proportion that would be paid to my organization after
the payment of all taxes, debts, and administrative expenses. the undersigned representative
does agree to accept this stated amount as a full distribution pursuant to said Last Will and
Testament of MARGARET E. GARRETT, under the conditions as stated in that agreement and
in this Acknowledgment and Release.
IN WITNESS WHEREOF, the undersigned representative has hereunto set its hand and
seal thisUday of ~
,2002.
Camp Hill United Methodist Church
~ ~;i~~&y
F"~A1Je;4L S~rct ~/lj
Sworn to and subscribed before me this 'J. ~ ~
day of ~~~~~~~ 2002.
Y PUBLIC
ission Expires: ~ \ ~ \ (')~
Notarial Seal
Nancy Stranger, Notary Public
Wormleysburg 8oro. Cumberland County
My Commis~io'1 Expires June 8 2002
----!.._.-.
871401 1,::0:
-2-
,., c
DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-1073
IN RE: THE ESTATE OF
MARGARET E. GARRETT
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned representative does
hereby acknowledge the receipt of and from Maronetta F. Miller, Executor of the Estate of the
said MARGARET E. GARRETT, Deceased, Five Hundred Dollars ($500), in full and final
satisfaction and payment of all sums of money, share or shares, purparts, and dividends which
are or were due, owing, payable and belonging to my organization, by any means whatsoever,
for our share, part, or dividend of the Estate of said MARGARET E. GARRETT, Deceased,
made pursuant to Paragraph ITEM VIII of the Last Will and Testament of MARGARET E.
GARRETT.
AND THEREFORE, the undersigned representative by these presents, remise, release,
quitclaim, and forever discharge the said MARONETTA F. MILLER, Executor and her attorney
and agent of and from the said share or dividend of the estate aforesaid, to the extent of the sum
of Five Hundred Dollars ($500), of and from all actions, suits, payments, accounts, reckonings,
claims, and demands whatsoever, for or by reason thereof, or of any other act, matter, cause, or
thing whatsoever, from the beginning of the world to the day of the date of these presents.
87140. I 1/22/02
..."
As the condition for receipt of this full and final distribution made this date by the said
Executor the undersigned representative does hereby agree to payor refund any amount, to pay
any tax (including interest and penalties), liability, or any proper debt of the estate as determined
by the said Executor or a court of competent jurisdiction to the extent of proportional liability,
which proportional amount represents the proportion that would be paid to my organization after
the payment of all taxes, debts, and administrative expenses. the undersigned representative
does agree to accept this stated amount as a full distribution pursuant to said Last Will and
Testament of MARGARET E. GARRETT, under the conditions as stated in that agreement and
in this Acknowledgment and Release.
IN WITNESS WHEREOF, the undersigned representative has hereunto set its hand and
seal this2/~ay Of~I."~'"f , 2002.
Lower Allen Fire Company
Chief James PeHy .It M A
J?~'b/fey n '1fIW'r//11
?~U.~
EIN '.?l 3 - / 7' ~b ~ I
fi-
Sworn to and subscribed before me this 3'1
-
day of "J.,o,,"",v,,~ , 2002.
~f~/-
NOTARY PUBLIC
".4". r"o. ~ .
"&NOTARIAL SEAL T
CH.d.l'lLES E. SNYDER, JR.. Nol2.ry Public
Lo'.'-;er Allen Twp. Cumberland County
My Commission Expires S?pt. 1 G. 20G3
~::)li~A""\'\,..("1 2.."...;'
87140.1 1/22/02
-2-
-. ..
IN RE: THE ESTATE OF
MARGARET E. GARRETT
DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-1073
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that we hereby acknowledge the receipt of
and from Maronetta F. Miller, Executor of the Estate of the said MARGARET E. GARRETT,
Deceased, Eight Thousand Dollars ($8,000), in full and final satisfaction and payment of all
sums of money, share or shares, purparts, and dividends which are or were due, owing, payable
and belonging to us, by any means whatsoever, for our share, part, or dividend of the Estate of
said MARGARET E. GARRETT, Deceased, made pursuant to Paragraph ITEM V of the Last
Will and Testament of MARGARET E. GARRETT.
AND THEREFORE, we by these presents, remise, release, quitclaim, and forever
discharge the said MARONETT A F. MILLER, Executor and her attorney and agent of and from
the said share or dividend of the estate aforesaid, to the extent of the sum of Eight Thousand
Dollars ($8,000), of and from all actions, suits, payments, accounts, reckonings, claims, and
demands whatsoever, for or by reason thereof, or of any other act, matter, cause, or thing
whatsoever, from the beginning of the world to the day of the date of these presents.
As the condition for receipt of this full and final distribution made th is date by the said
Executor we hereby agree to payor refund any amount, to pay any tax (including interest and
87140.11/22/02
..."" -.
penalties), liability, or any proper debt of the estate as determined by the said Executor or a
court of competent jurisdiction to the extent of proportional liability , which proportional amount
represents the proportion that would be paid to us after the payment of all taxes, debts, and
administrative expenses. We agree to accept this stated amount as a full distribution pursuant to
said Last Will and Testament of MARGARET E. GARRETT, under the conditions as stated in
that agreement and in this Acknowledgment and Release.
IN WITNESS WHEREOF, we have hereunto set our hand and seal this ~~ay of
~QY\\JO..xL\ ,2002.
H. Ernie Spangler Cleo Spangler
;!~~~
SS# J 8;). -2~- r/9y
eZuI m,.r~
SS# / ;l '1- /.;7 - 3 J / I
Sworn to and subscribed before me this ~t'r)
day of jnI'\UO""~_, 2002.
t-- NOTARIAL SEAL \
DARCIE A. NEIL, Notary Public j
Carlisle. Cumberland CountJ I
, Mv ~:,m~,:~lo" FY!'.!!.es~~(_?A,?or~~_.
87140 I 1/22/02
-2-
"fII
IN RE: THE ESTATE OF
MARGARETE. GARRETT
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-1073
DECEASED
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that we hereby acknowledge the receipt of
and from Maronetta F. Miller, Executor of the Estate of the said MARGARET E. GARRETT,
Deceased, Eight Thousand Dollars ($8,000), in full and final satisfaction and payment of all
sums of money, share or shares, purparts, and dividends which are or were due, owing, payable
and belonging to us, by any means whatsoever, for our share, part, or dividend of the Estate of
said MARGARET E. GARRETT, Deceased, made pursuant to Paragraph ITEM VI of the Last
Will and Testament of MARGARET E. GARRETT.
AND THEREFORE, we by these presents, remIse, release, quitclaim, and forever
discharge the said MARONETT A F. MILLER, Executor and her attorney and agent of and from
the said share or dividend of the estate aforesaid, to the extent of the sum of Eight Thousand
Dollars ($8,000), of and from all actions, suits, payments, accounts, reckonings, claims, and
demands whatsoever, for or by reason thereof, or of any other act, matter, cause, or thing
whatsoever, from the beginning of the world to the day of the date of these presents.
As the condition for receipt of this full and final distribution made this date by the said
Executor we hereby agree to payor refund any amount, to pay any tax (including interest and
87140.11""0"
.- Jl
penalties), liability, or any proper debt of the estate as determined by the said Executor or a
court of competent jurisdiction to the extent of proportional liability, which proportional amount
represents the proportion that would be paid to us after the payment of all taxes, debts, and
administrative expenses. We agree to accept this stated amount as a full distribution pursuant to
said Last Will and Testament of MARGARET E. GARRETT, under the conditions as stated in
that agreement and in this Acknowledgment and Release.
IN WITNESS WHEREOF, we have hereunto set our hand and seal this 30J'i&ay of
J t} IV U .tit I\.. 7 ,2002.
Doris Miller
Charles Miller
C~~AJ~
SS# -26 . - .. tO~/0 ~3
1/J ;J r1 ' ,! ../
:-C-L {.t .A L~ ~ l~ J
SS# ! 9 ! - I 5( - 2. 7 r;, -!J-
Sworn to and subscribed before me this
d~(J · 2002.
~=;;.-f~
NOTARY PUBLIC
My CommIssIon ExpIres:
30 If
NOTARIAL SEAL
JANE K. HAVNAEA, Notary Public
Camp Hil,' a.oro. Cumberland County
My CommIssion Expires June 24, 2002
87140.1 1/22/02
-2-
~
DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-1073
IN RE: THE ESTATE OF
MARGARETE. GARRETT
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned representative does
hereby acknowledge the receipt of and from Maronetta F. Miller, Executor of the Estate of the
said MARGARET E. GARRETT, Deceased, One Thousand Dollars ($1,000), in full and final
satisfaction and payment of all sums of money, share or shares, purparts, and dividends which
are or were due, owing, payable and belonging to my organization, by any means whatsoever,
for our share, part, or dividend of the Estate of said MARGARET E. GARRETT, Deceased,
made pursuant to Paragraph ITEM X of the Last Will and Testament of MARGARET E.
GARRETT.
AND THEREFORE, the undersigned representative by these presents, remise, release,
quitclaim, and forever discharge the said MARONETT A F. MILLER, Executor and her attorney
and agent of and from the said share or dividend of the estate aforesaid, to the extent of the sum
of One Thousand Dollars ($1,000), of and from all actions, suits, payments, accounts,
reckonings, claims, and demands whatsoever, for or by reason thereof, or of any other act,
matter, cause, or thing whatsoever, from the beginning of the world to the day of the date of
these presents.
87140 I 1/22/02
.~
As the condition for receipt of this full and final distribution made this date by the said
Executor the undersigned representative does hereby agree to payor refund any amount, to pay
any tax (including interest and penalties), liability, or any proper debt of the estate as determined
by the said Executor or a court of competent jurisdiction to the extent of proportional liability,
which proportional amount represents the proportion that would be paid to my organization after
the payment of all taxes, debts, and administrative expenses. the undersigned representative
does agree to accept this stated amount as a full distribution pursuant to said Last Will and
Testament of MARGARET E. GARRETT, under the conditions as stated in that agreement and
in this Acknowledgment and Release.
IN WITNESS WHEREOF, the undersigned representative has hereunto set its hand and
~ rN
seal this~ day of UlJ'" (jfl p. 7 ' 2002.
Zembo Shriners Temple
Michael L. Smith, P.P.
9JI~~~~~~aOF~'
'-YJzA
ARY PUBLIC
ommission Expires:
-NowHALSIAL
SMfUY A. MILLD. NoC8IY PublIc
NDdh MIddIetDn "-P.. CurnbefIand Co.. M
_ CoImIiIIIOft EIpInilI June 11. 2D04
87140.1 1/22/02
-6-
"r
DECEASED
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-1073
MARGARET E. GARRETT
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned representative does
hereby acknowledge the receipt of and from Maronetta F. Miller, Executor of the Estate of the
said MARGARET E. GARRETT, Deceased, Two Thousand Dollars ($2,000), in full and final
satisfaction and payment of all sums of money, share or shares, purparts, and dividends which
are or were due, owing, payable and belonging to my organization, by any means whatsoever,
for our share, part, or dividend of the Estate of said MARGARET E. GARRETT, Deceased,
made pursuant to Paragraph ITEM XI of the Last Will and Testament of MARGARET E.
GARRETT.
AND THEREFORE, the undersigned representative by these presents, remise, release,
quitclaim, and forever discharge the said MARONETTA F. MILLER, Executor and her attorney
and agent of and from the said share or dividend of the estate aforesaid, to the extent of the sum
of Two Thousand Dollars ($2,000), of and from all actions, suits, payments, accounts,
reckonings, claims, and demands whatsoever, for or by reason thereof, or of any other act,
matter, cause, or thing whatsoever, from the beginning of the world to the day of the date of
these presents.
87140.1 1/22102
-3-
'#-'f'"
As the condition for receipt of this full and final distribution made this date by the said
Executor the undersigned representative does hereby agree to payor refund any amount, to pay
any tax (including interest and penalties), liability, or any proper debt of the estate as determined
by the said Executor or a court of competent jurisdiction to the extent of proportional liability,
which proportional amount represents the proportion that would be paid to my organization after
the payment of all taxes, debts, and administrative expenses. the undersigned representative
does agree to accept this stated amount as a _ full distribution pursuant to said Last Will and
Testament of MARGARET E. GARRETT, under the conditions as stated in that agreement and
in this Acknowledgment and Release,
IN WITNESS WHEREOF, the undersigned representative has hereunto set its
hand and seal this 25th day of February, 2002.
SHRINERS HOSPITALS FOR CHILDREN
eisher, Managing Attorney
36-2193608
STATE OF FLORIDA
COUNTY OF HILLS BOROUGH
Sworn to and subscribed before me~ay Fleisher, Managing Attorney of Shriners
Hospitals for Children this 25th day of February, 2002. He is personally known
t~
Vanessa L. Heitzman, Notary Public
"utff".. V L He'
/~~.~~~ onessa ttzmon
f*: "{h;." :*% MY COMMISSION # 00043455 EXPIRES
~'~'&: July 27, 2005
....r.Rf.,r..~.. BONDED lHRIJ TROY FAIN INSURANCE. INC.
.J 'll",
MARGARETE. GARRETT
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS I COURT DIVISION
NO. 21-01-1073
DECEASED
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that the undersigned representative does
hereby acknowledge the receipt of and from Maronetta F. Miller, Executor of the Estate of the
said MARGARET E. GARRETT, Deceased, Two Thousand Dollars ($2,000), in full and final
satisfaction and payment of all sums of money, share or shares, purparts, and dividends which
are or were due, owing, payable and belonging to my organization, by any means whatsoever,
for our share, part, or dividend of the Estate of said MARGARET E. GARRETT, Deceased,
made pursuant to Paragraph ITEM XI of the Last Will and Testament of MARGARET E.
GARRETT.
AND THEREFORE, the undersigned representative by these presents, remise, release,
quitclaim, and forever discharge the said MARONETTA F. MILLER, Executor and her attorney
and agent of and from the said share or dividend of the estate aforesaid, to the extent of the sum
of Two Thousand Dollars ($2,000), of and from all actions, suits, payments, accounts,
reckonings, claims, and demands whatsoever, for or by reason thereof, or of any other act,
matter, cause, or thing whatsoever, from the beginning of the world to the day of the date of
these presents.
87140.1 1/22/02
-3-
-
III' ~,. .
As the condition for receipt of this full and final distribution made this date by the said
Executor the undersigned representative does hereby agree to payor refund any amount, to pay
any tax (including interest and penalties), liability, or any proper debt of the estate as determined
by the said Executor or a court of competent jurisdiction to the extent of proportional liability,
which proportional amount represents the proportion that would be paid to my organization after
the payment of all taxes, debts, and administrative expenses. the undersigned representative
does agree to accept this stated amount as a full distribution pursuant to said Last Will and
Testament of MARGARET E. GARRETT, under the conditions as stated in that agreement and
in this Acknowledgment and Release.
IN WITNESS WHEREOF, the undersigned representative has hereunto set its hand and
seal this J,fl'tay of -S~" fiR (I. 'I ,2002.
(
Zembo Shriners Temple
Michael L. Smith, P. P.
9ft~~,~{(;~.
Sworn to and subscribed before me this ~
day o~, 2002. .....
.~1UtpL)
NOTAR UBLIC
My Commission Expires:
NOTARIAL SEAL
SHlRL,EV A. MIUER, Notary Public
Notth MIdd/eton Twp., Cumberland CO., PA
My CammlISIon ExpIrea June 21, 2004
87140.1 1/::!2/02
-4-
DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-1073
IN RE: THE ESTATE OF
MARGARET E. GARRETT
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that I hereby acknowledge the receipt of
and from Maronetta F. Miller, Executor of the Estate of the said MARGARET E. GARRETT,
Deceased, One Thousand Dollars ($1,000), in full and final satisfaction and payment of all sums
of money, share or shares, purparts, and dividends which are or were due, owing, payable and
belonging to me, by any means whatsoever, for my share, part, or dividend of the Estate of said
MARGARET E. GARRETT, Deceased, made pursuant to Paragraph ITEM III of the Last Will
and Testament of MARGARET E. GARRETT.
AND THEREFORE, I by these presents, remIse, release, quitclaim, and forever
discharge the said MARONETTA F. MILLER, Executor and her attorney and agent of and from
the said share or dividend of the estate aforesaid, to the extent of the sum of One Thousand
Dollars ($1,000), of and from all actions, suits, payments, accounts, reckonings, claims, and
demands whatsoever, for or by reason thereof, or of any other act, matter, cause, or thing
whatsoever, from the beginning of the world to the day of the date of these presents.
As the condition for receipt of this full and final distribution made this date by the said
Executor I hereby agree to payor refund any amount, to pay any tax (including interest and
87140.1 1/22/02
..Ar
penalties), liability, or any proper debt of the estate as determined by the said Executor or a
court of competent jurisdiction to the extent of proportional liability, which proportional amount
represents the proportion that would be paid to me after the payment of all taxes, debts, and
administrative expenses. I agree to accept this stated amount as a full distribution pursuant to said
Last Will and Testament of MARGARET E. GARRETT, under the conditions as stated in that
agreement and in this Acknowledgment and Release.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
F~bC'Ll~
,2002.
Joan Polking
{~ ~:p~.
ssi , ~- ';~L{ - L/& ~~
J
Sworn to and subscribed before me this l{:M.
day of 'FebfU41", ' 2002.
~p~
NOT ARY PUBLIC
My Commission Expires:
~ 1'1/ .;J..oa(,
87140 I 1/22/02
-2-
."... ..
IN RE: THE EST ATE OF
IN THE COURT OF COMMON PLEAS
MARGARET ELIZABETH SMITH
GARRETT
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
DECEASED
NO. 21-2001-1073
ACKNOWLEDGMENT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that I, Joan Y. Po1king, one of the heirs of the
late Margaret Elizabeth Smith Garrett Deceased, late of the Township of Lower Allen, in the
County of Cumberland and Commonwealth of Pennsylvania, who died testate, do hereby
acknowledge the receipt of and from Maronetta F. Miller, Executrix of the Estate of the said
Margaret Elizabeth Smith Garrett, Deceased, jewelry appraised at One Thousand Twenty Five and
00/100 ($1,025.00) Dollars, in satisfaction and payment of all sums of money, share or shares,
purparts, and dividends which are or were due, owing, payable and belonging to me, by any means
whatsoever, from the Estate of Margaret Elizabeth Smith Garrett Deceased.
AND THEREFORE, I, Joan Y. Polking, do by these presents, remise, release, quitclaim,
and forever discharge the said Maronetta F. Miller, individually and as Executrix and her attorney
and agent of and from the said share or dividend of the estate aforesaid, to the extent of the sum of
One Thousand Twenty Five and 00/1 00 ($1,025.00) Dollars, of and from all actions, suits, pay-
ments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or of any
other act, matter, cause, or thing whatsoever, from the beginning of the world to the day of the date
of these presents.
,...-J
As the condition for receipt of this distribution made this date by the said Executrix, I
hereby agree to payor refund any amount, to pay any tax (including interest and penalties),
liability, or any proper debt of the estate as determined by the said Executrix or a court of
competent jurisdiction to the extent of proportional liability, which proportional amount represents
the proportion that would be paid to me after the payment of all taxes, debts, and administrative
expenses. I agree to accept this stated amount as a full distribution from the Estate of Margaret
Elizabeth Smith Garrett under the conditions as stated in that agreement and in this
Acknowledgment and Release.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
.-J ) lc;U ~A, ' 2002.
/"
f
"
Sworn to and subscribed
before me this ~ ~
day of (y\~~002.
~~~'0
NOTARY PUBLIC
My Commission Expires:
Q.~
...............,.
'OFFICIAl SEAL-
Notary Public. North Carolina
County of Meck!enburg
Barbara Dawson
My Commission Expires 00106I2005
IN RE: THE ESTATE OF
IN THE COURT OF COMMON PLEAS
MARGARETE. GARRETT
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
DECEASED
NO. 21-01-1073
ACKNOWLEDGMENT AND PARTIAL RELEASE
KNOW ALL MEN BY THESE PRESENTS, that Care Assurance Endowment Fund of
Bethany Village, residual heir ofthe late Margaret E. Garrett Deceased, late ofthe Township of
Lower Allen in the County of Cumberland and Commonwealth of Pennsylvania, who died testate,
do hereby acknowledge the receipt of and from Maronetta F. Miller, Executrix ofthe Estate of the
said Margaret E. Garrett Deceased, cash in the amount of Seventy Five Thousand Dollars
($75,000.00) in partial satisfaction and payment of all sums of money, share or shares, purparts, and
dividends which are or were due, owing, payable and belonging to me, by any means whatsoever,
for my share, part, or dividend ofthe Estate of said Margaret E. Garrett Deceased, made pursuant to
the Last Will and Testament of Margaret E. Garrett.
"
AND THEREFORE, Care Assurance Endowment Fund of Bethany Village does by these
presents, remise, release, quitclaim, and forever discharge the said Maronetta F. Miller, Executrix
and her attorney and agent of and from the said share or dividend of the estate aforesaid, to the .
extent of the sum of Seventy Five Thousand Dollars ($75,000.00), of and from all actions, suits,
payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or of
,.
any other act, matter, cause, or thing whatsoever, from the beginning ofthe world to the day of the
date of these presents.
91732.19/11102
As the condition for receipt of this partial distribution made this date by the said Executrix,
the undersigned hereby agrees to payor refund any amount, to pay any tax (including interest and
penalties), liability, or any proper debt of the estate as determined by the said Executrix or a court
of competent jurisdiction to the extent of proportional liability, which proportional amount
represents the proportion that would be paid to the undersigned after the payment of all taxes, debts,
and administrative expenses. The undersigned agree to accept this stated amount as a partial
distribution pursuant to said Last Will and Testament of Margaret E. Garrett under the conditions as
stated in that agreement and in this Acknowledgment and Release.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /2 day of
September, 2002.
CARE ASSURANCE ENDOWMENT FUND
OF BETHANY VILLAGE
;/
I I // /
//, ~/!I-- /< ',/~-~-
EIN No. ZJ - I~OffJtf I,D!
"
Sworn to and subscribed before me this J) d
day of September, 2002.
dL.. k:;:- (4ur-?--
/ NOT ARY PUBLIC
My Commission Expires:
,.
NOTARIAL SEAL
JOHN R.E. BOWr... '. .....~v PUBUC
LOWER ALAN TiN ;uMBERLANO
MY COMMlSSIO: :'.' " ,r,CH 25. 2006
91732,19/11/02
REV-1500 EX (5-00) REV -1500 OFFICIAL USE ONLY
COMMONWEALTH OF \1 ~?. Q...-
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601 RESIDENT DECEDENT 2 1 0 1 0 1 0 7 3
HARRISBURG, PA 17128-0601 -- - -- -----
COLNTY CODE YEAR N...MBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITlIIL) SOClIIL SECURITY NUMBER
I-
Z Garrett Marqaret Elizabeth a/k/a Marnaret Elizabeth Smith Garrett 207-09-1415
W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Cl
W 11-03-2001 04-25-1906 REGISTER OF WILLS
()
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITlIIL) SOClIIL SECURITY NUMBER
Cl
w [ZJ 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (dale of death prior to 12-13-82)
f--
:::,::::;;1}) 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) 0 5. Federal Estate Tax Return Required
u"'>:
wn.u 0 0
IOO 6 Decedent Died Testate {Attach copy of Will} 7 Decedent Maintained a Living Trust (Attach copy of Tm;l) ~ B. Total Number of Safe Deposit Boxes
u"'~
0.'"
0. 0 9. Litigation Proceeds Received 010. Spousal Poverty Credit (dale or death b€twee~ 12-31-91 ard 1-1-95) 011. Election to tax under Sec. 9113(A) {Attach 5ch 0)
<<
f-- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z NAME COMPLETE MAILING ADDRESS
w
0 Donn L. Snyder, ESQuire 2 North Second Street
z
0
0. FIRM NAME (If Applicable) 7th Floor
"' Saul Ewing LLP
w
'" Harrisburg, PA 17101
'" TELEPHONE NUMBER
0
u 717-257-7552
1. Real Estate (Schedule A) (I) OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) 137,189.92
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. fv10rtgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Depos~s & Miscellaneous Personal Property (5) 54,899.31 -
Z (Schedule E)
0 6. Jointly OIined Property (Schedule F) (6)
~ o Separate Billing Requested
..J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0.00
::l
I- (ScheduleGorL)
a:: 8. Total Gross Assets (total Lines 1. 7) (B) 192,089.23
<(
() 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 28,393.79
W
c::: 10 Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) 11,579.59
11. Total Deductions (total lines 9 & 10) (11) - 39,973.38
-
12. Net Value of Estate (Line 8 minus line 11) (12) 152,115.85
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 129,351. 00
- - -
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus Line 13) (14) 22,764.85
SEE INSTRUCTIONS FOR APPLICABLE RATES
Z Amount of line 14 taxable at the spousal lax
0 15.
l- rate,. or transfers under Sec. 9116 (a)(1.2) XO_ (15)
~ 16. Amount of line 14 taxable at lineal rate X .0_ (16)
::l
D.. 17. Amount of Line 14 taxable at sibling rate XI2 (17)
:E
0 18 Amount of line 14 taxable at collateral rate 20,525.00 X .15 (IB) 3,078.75
()
X 19 Tax Due (19) 3,078.75
~
20.1R] I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENTI
y
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
STFPA42021F.1
Decedent's Complete Address:
STREET ADDRESS Bethany Villaae, 325 Wes1ev Drive
CITY Mechanicsbura
I STATE PA
I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,078.75
0.00
2.950.00
147.50
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
3,097.50
0.00
0.00
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
18.75
0.00
0.00
0.00
A. Enter the interest on the tax due. (5A)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property Iransterred; ......... . . . . . . . . . . . . . . . . . . . . . . . . [ZJ
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . .. 0
c. retain a reversionary interest; or . ....................................... D
d. receive the promise for life of either payments. benefits or care? ....................... 0
2. If death occurred after December 12, 1982. did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0
3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? . 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a benefiQiary designation? ................ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 [X]
IF THE ANSWER TO ANY OF THE' OVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under;penaltie$ of pe~ury, I declare that'lh~ve examin this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Decl 'ation of/preparer other than the perso I represen alive is, based 00 all information of which preparer has any knowledge.
SI U.RE OF PERSON RESPON IBLE F R Ft~ING RETURN
y ,IS-
No
o
[ZJ
[ZJ
[ZJ
[ZJ
[X]
DATE
11-/3 -02
17108
DATE
11 02
Second Street, 7th Floor, Harrisburg, PA 17101
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 PS S9116 (a) (1.1) (i)).
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. S9116 (a) (1.1) (ii)].
The statute does not exempt 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 dealh to or for the use of a natural parent, an adoptive
parent, or a stepparent of the child is 0% [72 P.S. s9116(a)(1.2)].
The tax rate imposed on the net value oftranslers to orlor the use of the decedent's lineal beneficiaries is 4.5%, except as noled in 72 P.S. S9116(1.2) [72 P.S. s9116(a)(I)].
The tax rate imposed on Ihe net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
SlFPA42021F.2
REV-1503 EX + (1-97) (I)
COlv1MONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Margaret Elizabeth Smith Garrett
FilE NUMBER
21-01-01073
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1.
Merrill Lynch - Account No. 872-54852
VALUE AT DATE
OF DEATH
137,189.92
STF PA42021F.4
TOTAL (Also enter on line 2, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
137,189.92
REV-1508 EX + (1.97) (I)
COMMONVllEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Marqaret Elizabeth Smith Garrett
FILE NUMBER
21-01-01073
Include the proceeds of litigation and the date the proceeds were received bylhe estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4 .
5.
6.
7.
8 .
9.
10.
11.
VALUE AT DATE
OF DEATH
DESCRIPTION
Members 1st Federal Credit Union
Account No. 34076
19,513.61
PNC Bank
Account No. 5070074139
C. D.
10,817.12
2,045.70
Waypoint Bank C.D. 's
5,122.73
6,127.20
6,127.20
Jewelry
1,025.00
Furs
1,000.00
Verizon/Cash
203.28
AT&T
421.92
PA Department of Treasury - 2000 Tax Refund
13.00
U.S. Treasury - 2000 Tax Refund
2,226.00
Blue Cross
39.46
Verizon
217.09
STFPA42021F.9
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheels of the same size)
54,899.31
REV-1510 EX + (1-97){I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Margaret Elizabeth Smith Garrett
FILE NUMBER
21-01-01073
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 JJ\CU.nE Tl-E WlME OF Tl-E TRANSFEREE, Tl-EIR RELATlONSf-IP TO DECEDENT AJIlJ Tl-E DATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER OF TRANSFER. AITACH A COPY OF Tl-E DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (JF APPUCABLE)
1. United Methodist Stewardship
Foundation - Initial Gift
$1,000.00 made on December 4, 1994 936.68 0.00
TOTAL (Also enter on line 7, Recapitulation) $ 0.00
(If more space is needed, insert additional sheels of the same size)
STFPA42021F,11
I
REV-1511 EX + (1-9?) (I)
COMMONWEALTH OF PENNSYlVANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Margaret Elizabeth Smith Garrett
FILE NUMBER
21-01-01073
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES
1. Neil Funeral Home 7,354.39
2 . Rolling Green Cemetery 760.00
B. ADMINISTRATIVE COSTS
1. Personal Representative's Commissions
Name of Personal Representative(s) Maronetta F. Miller
Social Security Number(s) f EIN Number of Personal Representative(s) 1
Street Address P . 0 . Box 1291
City Ha r r i sburg State PA Zip 17108
Year(s) Commission Paid: 2002 9,500.00
2. Attorney Fees 9,500.00
3. Farnily Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Crty State Zip
Relationship of Claimant to Decedent
4. Probate Fees 341.87
5. Accountant's Fees
6. Tax Return Preparer's Fees 500.00
7. Cumberland Law Journal 75.00
8. Patriot News 181.14
9. Costs Advanced - Saul Ewing LLP 81. 39
10. G.S. Buser - Jewelry Appraisal 100.00
TOTAL (Also enter on line 9, Recapitulation) $ 28 393.79
(If more space is needed, insert additional sheets of the same size)
STFPA42021F.12
REV-1512 EX + (1-97) (Il
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Margaret Elizabeth Smith Garrett
FILE NUMBER
21-01-01073
Include unreimbursed medical expenses,
ITEM
NUMBER
1.
2.
3.
4 .
5.
6.
7.
8.
9.
10.
DESCRIPTION
AMOUNT
40.12
Silver Spring Ambulance
Mobile X-Ray
11.32
Verizon
11. 76
Saul Ewing LLP - Expenses relating to acting as POA
2,465.76
Bethany Village
6,054.85
Alert Pharmacy
150.98
Verizon
12.20
PA Department of Revenue - 4th Quarter Payment
80.00
U.S. Treasury - 4th Quarter Payment
300.00
Saul Ewig LLP - Preparation of prior years tax
returns, copies, faxes, etc.
2,452.60
STFPA42021F.13
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed, Insert additIOnal sheets of the same size)
11,579.59
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Maraaret Elizabeth Smlth Garrett
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Ann Jablonski
1.
FILE NUMBER
21-01-01073
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
*See attachment for addresses of all
beneficiaries.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. See attached.
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)
129 351.00
STF PA42021 F.14
SCHEDULE J
BENEFICIARIES
II. NON-TAXABLE DISTRIBUTIONS:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
The Care Assurance Endowment Fund of Bethany
Village - Residue
2.
Lower Allen Fire Company
3.
Zembo Shriners Temple
4.
Camp Hill United Methodist Church
TOTAL OF PART II
$120,851.00
500.00
3,000.00
5,000.00
$129,351.00
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Received 12/12/2001 03:20PM in 02:50 on line [3] for 3069 WORKSRV2 printed B009EAC3 on 12/12/2001
12-12-01 15:55 U.M.STEWARDSHIP FOUNDATION/PA ID=717 786 7343
03:23PM * P9 2/6
P.02
The United Methodist
STEWARDSHIP FOUNDATION
of Central Pennsylvania
GIFT ANNUITY AGREEMENT
The United Methodist Stewardship Foundation of Central
pennsylvania, a corporation organized under the laws of the
Commonwealth of Pennsylvania, hereby acknowledges that it has
received $1,000.00 contributed to it by Margaret E. Garrett as
a charitable gift.
In consideration of and for said gift, The United
Methodist Stewardship Foundation of Central Pennsylvania, hereby
agrees to pay an annuity of $106.00 per year, in equal annual
installments of $106.00, to Margaret E. Garrett, for life. The
first installment shall be payable on December 15, 1995.
The obligation of The United Methodist Stewardship
Foundation of Central Pennsylvania, to make annuity payments
under this agreement shall terminate with the regular payment
preceding the death of the above-named annuitant. This annuity
is non-assignable.
At the death of the annuitant, the residue of the
aforesaid gift shall be: paid to the United Methodist Homes for
the Aging, lnc., for deposit in the Care Assurance Endowment Fund
of Bethany Village Retirement Center, 325 Wesley Drive,
Mechanicsburg, PA 17055. .
.
In witness whereof, The United Methodist Stewardship
Foundation of Central Pennsylvania, has executed this instrument
this ninth day of December ,19~.
the United Methodist Stewardship
Foundation of Central Pennsylvania
-t
BY:~ ~.'-.'v<<-V~~7L
easurer, Board of Directors
..
3200 N. Third Street. Harrl,buro. PA 17110. 7171232-0346. HOO-272-<l113
.
Received 12/12/2001 03-20PM in 02'50 l -
12-12-01 15:55' U.M.S';EI,.1~~D~n~I[3J for 3069 WORKSRV2 printed B009EAC3 on 12/12/2001
P FOUNOATION/PA ID=717 788 7343
03:23PM . P9 3/6
P.03
Sr'>IP Po
t.. '"10
~I'~)f,
I/l \J ..:
..""".........
1.f4....,.~_...
The United Methodist
STEWARDSHIP FOUNDATION
of Central Pennsylvania
Application for Gift Annuity Agreement
I hereby apply for a Gift Annuity Agreement
$1,000.00, with annuity paym7nts to be made
below as long as he or she l1ves:
Name Margaret E. Garrett
Address 325 Wesley Drive Apartment 3216
in the amount of
to the person named
City
Mechanicsburo
State PA
Zip17055-3573
Date of Birth
Aoril 25. 1906
soc. Sec. No. 207-09-1415
"
(If applying for a single-life annuity, leave the following
section blank.)
Should the person named belOW survive the one named above, then
annuity payments are to be made to this person as long as he or
she lives:
Name
0"'"
Address
City
State
zip
Date of Birth
Soc. Sec. No.
,..'
Annuity payments-X-Annually __Semi-Annually __Quarterly __Monthly
are to be made (check one)
Upon maturity, the funds in this Gift Annuity are to be paid to
the United Methodist Homes for the Aging, Inc. for deposit in the
Care Assurance Endowment Fund of Bethany Village Retirement
Center, 325 Wesley Drive, Mechanicsburg, PA 17055.
Enclosed is a check for $1,000.00, payable to The United
Methodist Stewardship Foundation of Central Pennsylvania.
,.'
I understand that this application shall be considered as part of
the Gift Annuity Agreement and shall be incorporated therein by
this reference.
Date 19..<'A"......,.,k." 5i' >'1Q <1 'f
Signed /11rMJC;;..uf- f. ~C<..A./ig.EC
0"'"
3200 N, Third Street. Harrisburg. PA 17110 . 7171232.0340 . 1-800.272.0113
.
Received 12/12/2001 03:20PM in 02:50 on Line [3] for 3069 WORKSRV2 printed B009EAC3 on 12/12/2001 03:23PM * Pg 416
12-12-01 16:66 U.M.STEWARDSHIP FOUNOATION/PA 10=717 7BB 7343 P.04
~PP00
(1m)
~"'-_, .J....
'.1...............
The United Methodist
STEWARDSHIP FOUNDATION
of Central Pennsylvania
32QO N, ThIrd Slre8t. Harrisburg, PA 17110
717 I 232-0346
1-800-272-0113
December 9, 1994
;
Mr. Don Snyder
Boswel.J., snyder, Tintner
and Piccola
PO Eox 741
315 N Front St
Harrisburg, PA 17101
Dear Mr. Snyder:
,
I'm enclosing a copy of the Gift Annuity Application,
Agreement, and the document explaining tax information on a Gift
Annuity for $1,000 we wrote for your client, Margaret E. Garrett.
I suggested it 'would be good if you had a copy of this in
your file and she agreed. If you have any questions, please call
me.
Best wishes of the holiday season to you and your family.
,
Sincerely,
~zp~
Arthur E. Davis
AED:kal
Encl.
,
f
E:a:QCutrVQ Dlrec!or
ARTHUR E, DAVIS
3200 N, Third Street
Harri,Sburg. PA '17110
PhoM: (111) 2:32-03.:10
. A$~lale DIrector
SUE c. MAY
3200 N, ThltO Street
Harrlsburo. PA 17i10
Phone: (717) 232.0046
A-.roclote Director
PHYLUS M. BOWERS
4C Farmlnotoo Orlve
Jacobus. PA 17&107
Phone: (7i7) d28-2689
Received 12/12/2001 03:20PM in 02:50 on line [3J for 3069 ~ORKSRV2 printed B009EAC3 on 12/12/2001 03:23PM * Pg 5/6
12-12-01 15:56 U.M.STEWARDSHIP FOUNDATION/PA ID=717 786 7343 P.05
~~'SHIP '<-06 'flJe Urlited .!Iiitbodist . .
l~~ ST~WARDSHII~ FOUNDATION olCentral Pel~n.~J'hl{!nfo
~ ~2 j05 Mulb(;r~y Ddv~' . SuiLl' j<H..- M:f.:h;.ll~j"'~hur~, PcnnsylV'.lni~ 17050-..:\111
"'I...._..M.... aJ7)7(H.7.~1.~ - (H:OO)272-0IC~. J<ax:(/17) 766-1673 . EmaJ[:sfcpa6~n<:;tnlx.nt:l
r_le>yf..oI .h.~l..."
November 12, 2001
Donn L Snyder Esq
2 North Second Street, Seventh Floor
Harrisburg PA 17101
Dear Mr Snyder:
I was sorry to learn of the death of Margaret E. Garrett, for whom I understand
you were power of attorney. Please accept the prayers and condolences of The
Stewardship Foundation at this time of your loss.
Margaret had a gift annuity established with The Stewardship Foundation. Before
the residue in this annuity can be paid to the beneficiary, the Bethany Village
Care Assurance Fund, we will need a death certificate for her. Please forward
this to me as soon as it is convenient for you to do so.
If you are not handling Margaret's estate, please supply me with the name,
address, and telephone number of the person who is You may call me at
766-7343 with this information. Also, please contact me if I can be of any other
assistance.
With God's blessings,
~~
Sandy Brandt
Trust Accountant
<
"Investment Management and Stewardship Services"
Received 12/12/2001 03:20PM in 02:50 on Line [3] for 3069 WORKSRV2 printed B009EAC3 on 12/12/2001 03:23PM . Pg 6/6
12-12-01 15:56 U.M.STEWARDSHIP FOUNDATION/PA ID=717 7GS 7343 P.08
THE STEWARDSHIP FOUNDATION
303 MULBERRY DRIVE STE 300
MECHANICS BURG PA 17050.3141
PHONE (000)272-0113 FAX (717) 7es.1673
11/01/2001
MARGARET E GARRETT
325 WESLEY DRIVE APT 3216
MECHANICSBURG, PA 17055-3573
Account: GARRETME01
Account Name: MARGARET E GARRETT
Year To Date Book Value Market Value
Beginning of Year Balance $ 698.48 $ 1,021.54
Deposits to Account 0.00
Current Year Income 24.81
; Capital Gains 5.23
Disbursements -0.70
Transfers 0.00
Current Balance $ 727.82 $ 936.68
The Current Balance consist of:
Invested Principal 678.80
Available Income 49.02
Current Balance $ 727.82
U u. -' _U' ...,. ~ _., 'U'._ _ .'u ...,...-'_ _ "u .....-'
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- ':'::.'
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~
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Membersl.
FEDERAL CREDIT UNION
P.O, Box 40
Mechanicsburg, Pennsylvania 17055
2313
PAYABLE THROUGH
MID. ATLANTIC CORPORATE FEDERAL CREDIT UNION
HARRISBURG, PA 17111
60-8755
2313
12/12/01
002490
THIS DOCUMENT HASA WATERMARK, MICRO-PRINT SIGNATURE LINE AND HIGH
RESOLUTION BORDER. ABSENCE OF THESE FEATURES WILL INDICATE A COPY.
PAyN1NJ:;'l'J:;J:;N 'l'HOU:;AND F1VJ:; HUNDHJ:;D'l'H1H'l'J:;EN AND 61/100
DULLAH:;
$19,~13.61
TO THE
ORDER OF
l:$l'A'l'J:; Ur' MAHGAHJ:;'l' J:; GAHHJ:;'l"l'
/1'01;0000 :"'''lO/l' I: 2 ~ ~ ~8 7 5 501:/1' 2 ~ ~ ~8 2 2... ~"l0 7 2/1'
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Cashier's Check
0PNCBAN<
PNC Bank, SouthCentral. Pa.
No. 00602353
Date December 12, 2001
Pay to tho Ordor of ESTATE OF MARGARET E. GARRETT
$ 2,045.70
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~ Two Thousand and Fortv.five Dollars and Seventv Cents
~
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Customer Copy
CLOSED CD 21001029399
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PNC Bani:. SouthCantral, Pa.
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Date D~mber 12; 2001
, , . ","', '. ',,-'., ....... "','.. ,'..
Pay to tho Ordorof EST}. TE OF MARGARET E. OARR,ETT
$L~l~~~.~~q: '; :L::::;'::'
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Signetur
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Cashier's Check
~PNCBAN<
PNC Bank, SouthCcntraI. Pa.
No. 00602354
Date December 12, 2001
Pay to the Order of ESTATE OF MARGARET E. GARRETT
$ 10,817.12
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~ Ten Thousand Ei ht Hundred and Seventeen Dollars and Twelve Cents
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.~12~731Jl3
No 00602354 '
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PO BOX 1711' HARRISBURG, PENNSYLVANIA 17105-1711
235 N. SECOND STREET. HARRISBURG, PENNSYLVANIA 17101 . 7171236.4041
LAST WILL AND TESTAMENT
OF
MARGARET ELIZABETH SMITH GARRETT
Introductory Clause. I, Margaret Elizabeth Smith, Garrett, a resident of and domiciled in
the Township of Lower Allen, County of Cumberland and Commonwealth of Pennsylvania, do
hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills
and Codicils at any time heretofore made by me.
ITEM I
Direction to Pay Debts. I direct that all my legally enforceable debts, secured and
unsecured, be paid as soon as practicable after my death.
ITEM II
Direction to Pay All Taxes from Residuary Estate. I direct that all estate, inheritance,
succession, death or similar taxes (except generation-skipping transfer taxes) assessed with respect
to my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this
my Last Will (which term wherever used herein shall include any Codicil hereto), or on any
insurance upon my life or on any property held jointly by me with another or on any transfer made
by me during my lifetime or on any other property or interests in property included in my estate for
such tax purposes be paid out of my residuary estate and shall not be charged to or against any
recipient, beneficiary, transferee or owner of any such property or interests in property included in
my estate for such tax purposes.
ITEM III
Cash Legacy. I give and bequeath to Joan Yeager Polking, if she shall survive me, the .sum
of One Thousand Dollars and No Cents ($1,000.00).
ITEM N
Cash Legacy. I give and bequeath to Ann Jablonsky, if she shall survive me, the sum of
One Thousand Dollars and No Cents ($1,000.00).
50120114/17/00
ITEM V
Cash Legacy. I give and bequeath to H. Ernie Spangler and Cleo Spangler, his wife, or the
survivor of them, the sum of Eight Thousand Dollars and No Cents ($8,000.00).
ITEM VI
Cash Legacy. I give and bequeath to Charles Miller and Doris Miller, his wife, or the
survivor of them, the sum of Eight Thousand Dollars and No Cents ($8,000.00).
ITEM VII
Cash Legacy. I give and bequeath to Camp Hill United Methodist Church the sum of-'fhFei..l/.-'-w.....
Thousand Dollars and No Cents f$3;OOO.OO).) 0 <1 0 D JlYI LS .2J,
ITEM VIII
Cash Legacy. I give and bequeath to Lower Allen Fire Company the sum of Five Hundred
Dollars and No Cents ($500.00).
ITEM IX
Cash Legacy. I give and bequeath to Carol Loomis Weber, if she shall survive me, the sum
of One Thousand Five Hundred Dollars and No Cents ($1,500.00).
ITEM X
Cash Legacy. I give and bequeath to Zembo Shriners Temple, Harrisburg, Pennsylvania,
Underprivileged Children's Fund the sum of One Thousand Dollars and No Cents ($1,000.00).
ITEM XI
Cash Legacy. I give and bequeath to Zembo Shriners Temple, Harrisburg, Pennsylvania,
the One Million Dollar Club for Shriners Hospitals for Crippled Children, the sum of Two
Thousand Dollars and No Cents ($2,000.00).
ITEM XII
Outright Gift of Residuary. I give, devise and bequeath all the rest, residue and remainder
of my property of every kind and description (including lapsed legacies and devises) wherever
situate and whether acquired before or after the execution of this Will, to The Care Assurance
Endowment Fund of Bethany Village.
501:031..1.'17'00
ITEM XIII
Naming the Personal Representative, Personal Representative Succession, Personal
Representative's Fees and Other Matters. The provisions for naming the Personal Representative,
Personal Representative succession, Personal Representative's fees and other matters are set forth
below:
(I) Naming an Individual Personal Representative. I hereby nominate, constitute, and
appoint as Personal Representative of this my Last Will and Testament Donn L. Snyder and direct
that he shall serve without bond.
(2) Naming Individual Successor or Substitute Personal Representative. If my
individual Personal Representative should fail to qualify as Personal Representative hereunder, or.
for any reason should cease to act in such capacity, the successor or substitute Personal
Representative who shall also serve without bond shall be Maronetta F. Miller.
(3) Fee Schedule for Individual Personal Representative. For its services as Personal
Representative, the individual Personal Representative shall receive reasonable compensation for
the services rendered and reimbursement for reasonable expenses.
ITEM XIV
Definition of Personal Representative. Whenever the word "Personal Representative" or
any modifying or substituted pronoun therefor is used in this my Will, such words and respective
pronouns shall include both the singular and the plural, the masculine, feminine and neuter gender
thereof, and shall apply equally to the Personal Representative named herein and to any successor
or substitute Personal Representative acting hereunder, and such successor or substitute Personal
Representative shall possess all the rights, powers and duties, authority and responsibility conferred
upon the Personal Representative originally named herein.
54203.14/17100
ITEM XV
Powers for Personal Representative. By way of illustration and not of limitation and in
addition to any inherent, implied or statutory powers granted to Personal Representatives generally,
my Personal Representative is specifically authorized and empowered with respect to any property,
real or personal, at any time held under any provision of this my Will: to allot, allocate between
principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with
respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into,
exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant
and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for,
to make distributions or divisions in cash or in kind or partly in each without regard to the income
tax basis of such asset, and in general, to exercise all the powers in the management of my Estate
which any individual could exercise in the management of similar property owned in his or her owri
right, upon such terms and conditions as to my Personal Representative may seem best, and to
execute and deliver any and all instruments and to do all acts which my Personal Representative
may deem proper or necessary to carry out the purposes of this my Will, without being limited in
any way by the specific grants of power made, and without the necessity of a court order.
ITEM XVI
Provision for Personal Representative to Act as Trustee for Beneficiary Under Age Twenty-
One. If any share or property hereunder becomes distributable to a beneficiary who has not attained
the age of Twenty-one (21) years or if any real property shall be devised to a person who has not
attained the age of Twenty-one (21) years at the date of my death, then such share or property shall
immediately vest in the beneficiary, but notwithstanding the provisions herein, my Personal
Representative acting as Tnlstee shall retain possession of the share or property in trust for the
beneficiary until the beneficiary attains the age of Twenty-one (21), using so much of the net
income and principal of the share or property as my Personal Representative deems necessary to
provide for the medical care, education, support and maintenance in reasonable comfort of the
b~neficiary, taking into consideration to the extent my Personal Representative deems advisable
any other income or resources of the beneficiary or his or her parents known to my Personal
Representative. Any income not so paid or applied shall be accumulated and added to principal.
The beneficiary's share or property shall be paid over, distributed and conveyed to the beneficiary
upon attaining age Twenty-one (21), or if he or she shall sooner die, to his or her personal
representatives. Whenever my Personal Representative determines it appropriate to pay any
money for the benefit of a beneficiary for whom a trust is created hereunder, then the amounts shall
be paid out by my Personal Representative in such of the following ways as my Personal
Representative deems best: (1) directly to the beneficiary; (2) to the legally appointed guardian of
the beneficiary; (3) to some relative or mend for the care, support and education of the beneficiary;
(4) by my Personal Representative using such amounts directly for the beneficiary's care, support
and education; (5) to a custodian for the beneficiary under the Uniform Gifts or Transfers to
Minors Act. My Personal Representative as trustee shall have with respect to each share or
property so retained all the powers and discretions conferred upon it as Personal Representative.
$4203_14/17/00
ITEM XVII
Discretion Granted to Personal Representative in Reference to Tax Matters. My Personal
Representative as the fiduciary of my estate shall have the discretion, but shall not be required when
allocating receipts of my estate between income and principal, to make adjustments in the rights of
any beneficiaries, or among the principal and income accounts to compensate for the consequences
of any tax decision or election, or of any investment or administrative decision, that my Personal
Representative believes has had the effect, directly or indirectly, of preferring one beneficiary or
group of beneficiaries over others; provided, however, my Personal Representative shall not
exercise its discretion in a manner which would cause the loss or reduction of the marital deduction
as may be herein provided. In determining the state or federal estate and income tax liabilities of
my estate, my Personal Representative shall have discretion to select the valuation date and to
determine whether any or all of the allowable administration expenses in my estate shall be used as
state or federal estate tax deductions or as state or federal income tax deductions.
ITEM XVIII
Definition of Children. For purposes of this Will, "children" means the lawful blood
descendants in the first degree of the parent designated; and "issue" and "descendants" mean the
lawful blood descendants in any degree of the ancestor designated; provided, however, that if a
person has been adopted, that person shall be considered a child of such adopting parent and such
adopted child and his or her issue shall be considered as issue of the adopting parent or parents and
of anyone who is by blood or adoption an ancestor of the adopting parent or either of the adopting
parents. The terms "child," "children," "issue," "descendant" and "descendants" or those terms
preceded by the terms "living" or "then living" shall include the lawful blood descendant in the first
degree of the parent designated even though such descendant is born after the death of such parent.
The term "per stirpes" as used herein has the identical meaning as the term "taking by
r~presentation" as defined in the Pennsylvania Probate Code.
54:;03.14117/00
ITEM XIX
Definition of Words Relating to the Internal Revenue Code. As used herein, the words
"gross estate," "adjusted gross estate," "taxable estate," "unified credit," "state death tax credit,"
"maximum marital deduction," "marital deduction," "pass," and any other word or words which
from the context in which it or they are used refer to the Internal Revenue Code shall have the same
meaning as such words have for the purposes of applying the Internal Revenue Code to my estate.
For purposes of this Will, my "available generation-skipping transfer exemption" means the
generation-skipping transfer tax exemption provided in section 263 I of the Internal Revenue Code
of 1986, as amended, in effect at the time of my death reduced by the aggregate of (I) the amount,
if any, of my exemption allocated to lifetime transfers of mine by me or by operation of law, and
(2) the amount, if any, I have specifically allocated to other property of my gross estate for federal
estate tax purposes. For purposes of this Will if at the time of my death I have made gifts with an
inclusion ratio of greater than zero for which the gift tax return due date has not expired (including
extensions) and I have not yet filed a return, it shall be deemed that my generation-skipping transfer
exemption has been allocated to these transfers to the extent necessary (and possible) to exempt the
transfer( s) from generation-skipping transfer tax. Reference to sections of the Internal Revenue
Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the
date of my death.
ITEM XX
Statement by Testatrix of Intent Not to Exercise Power of Appointment. I hereby refrain
from exercising any power of appointment that I may have at the time of my death.
ITEM XXI
Simultaneous Death Provision Presuming Beneficiary Predeceases Testatrix. If any
beneficiary and I should die under such circumstances as would make it doubtful whether the
be.neficiary or I died first, then it shall be conclusively presumed for the purposes of this Will that
the beneficiary predeceased me.
Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my hand and affixed
my seal this ~ day of r 1,;"", D , 2000.
!'IICVJ1 G../".J-,[_~ (,..pH:: /lv...:t::f /~ /7Al 7 rr- (SEAL)
( . GARET ELIZABETH SMITH, GARRETT
\
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Attestation Clause. The foregoing Will wasthis~O day of , I ,2000,
signed, sealed, published and declared by the Testatrix as and for her ast Will and Testament in
our presence, and we, at her request and in her presence, have hereunto subscribed our names as
witnesses on the above date.
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COMMONWEALTH OF
PENNSYL V ANlA
COUNTY
SS:
OF
DAUPHIN
We, Margaret Elizabeth Smith, Garrett, and Donn L. Snyder and
Dylan P. Dayton , the Testatrix and the witnesses, respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will and
that she had signed willingly (or willingly directed another to sign for her), and that she executed it
as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as witness and to the best of our
knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under
no constraint or undue influence.
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$4203_14117100
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Subscribed, sworn to, and acknowledged before me by Margaret Elizabeth Smith, Garrett,
the Testatrix and subscribed and sworn to before me by i~nynP>' and
Dylan P. Dayton , witnesses, . d () day of _ ,2000.
Seal)
My Commission Expires:
NOTARIAL SEAL
Maronetla F. Miller, Notary Public
Harrisburg, PA Dauphin County
My Commission Expires Jan19, 2004
S4:!OJI4lI7fQO
---
CG BUSER & SON
875 Market Street, Second Floor
Lemoyne, PA 17043
(717) 972-1230
Diamond Mounting A Specialty
Prompt Attention To Mail Orders
March 18, 2002
Appraisal For:
Estate of Margaret Garrett
c/o Maronetta E. Miller
Lady's 14K white gold ring containing one brilliant cut diamond and eight single cut diamonds. The
brilliant cut diamond weighs approximately 15 pts, is of 51-1 clarity and K color. The single cut
diamonds weigh approximately as follows: one 1 \/2 pts; two 1 pts.; and four \/2 pts.. They are ofVVS
clarity and]-I color. The ring weighs approximately 1 dwt. 16 gr. (l11cludes ring guard). Total fair
market value, approximately $200.
Lady's 14K white gold wedding band containing seven single cut diamonds. The diamonds weigh
approximately 1 pt each, and are of VVS clarity and]-1 color. The ring weighs approximately 1 dwt.
8 gr. (includes ring guard). Total fair market value, approximately $100.
Lady's 14K white gold ring containing eight brilliant cut diamonds and three oval blue topaz. The
diamonds weigh approximately 1 \/2 pts. each, and are of 1-2 to promotional clarity and K-J color. The
topaz measures approximately 3 x 5 mm each, and are of medium blue color and VS clarity. The ring
weighs approximately 1 dwt. 21 gr. (Includes ring guard). Total fair market value, approximately $125.
Lady's 14 white gold ring containing one white gold diamond. The diamond weighs approximately 52
pts., is of 51-1 clarity and I color. The ring weighs approximately 1dwt. 15 gr. Total fair market value,
approximately $600.
~~&~
Charles G. Buser III
G.G., I.S.A.,
Fair Market Value: The price in the market place in which the item would change hands between
willing buyer and willing seller, neither under any compulsion to buy or sell and each having
reasonable knowledge of the relevant facts Qe: the price in the marketplace in which the item is most
commonly sold to the public). Also taken into consideration was a reasonable and realistic time
frame for willing buyers and willing sellers to reach an "arms-length" agreement within the market
ManufacturingJewelers & Diamond Setters
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
August 7, 2002
Telephone
(717) 787-3930
FAX (717) 772-0412
Law Offices of
Saul & Ewing
2 North Second St- 7th Floor
Harrisburg, Pa.171 01-1604
Re: Estate of Margaret E. Smith Garrett
File Number 2101-1073
Dear Mr Snyder:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before February 3,2003. Because
Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional
extension(s) will be granted that would exceed the maximum time permitted.
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Jeffrey D. Hollenbush, Supervisor
Document Processing Unit
Inheritance Tax Division
AUG - 9 2002