Loading...
HomeMy WebLinkAbout01-1098 IJEllTION }i'Olt ".tOHAll~ nnd (;llAN1~ OF LE1'TERS No. c;;2.J- 0 I.. /0 Q8' To: Estate of M Vplm.::a P.::all11]S also known aSMartha 'Uelm::t. Paulus Register of Wills for the , Dl'ceased. County of Cumberland in the Social Security No. 182 22 8336 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age oLP~der an the execut ors in the last will of the abov~ decedent, dated 3Q~emhpr and codicil(s) dated _ None D. Clarence Paulus, primary executor, died M~T~~ 9, 1997 named , 19~ (5t~' ,elevnnt circulllstances, e.g. renunciation, death of executor, etc.) Oecendent was domicil,," "t death in. q__Cumberl ~nd County, Pennsylvania, with her. __ last family 0[.) 'rind al ~sidel1ce at 1 ()41 York Road DilloB1:lrg, PA "'t" V OK; lW P__ " (list street, numher and muncipality) Decendent, then . 91 "ears of age, died None!bei 19 ,~~~ 2001 at Manor Care, .940 Walnu~ Bottom Road, Car is e.PA 17.013 Except as follows. decedent did not marry. was not divorced ~Hld did not have a child born pr adopted after execution of the will offered for proh:tle; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Penmvlvania situated as follows: 1041 York Road, Dillsburg, PA $25.000.00 S S $100,000.00 WHEREFORE, petitioner(s) respectfully request~~ the ~,obate of the last will and codicil(s) prec:ented herewith and the grant of letters te emen ary _ (testamentary; admini~t I ,lion c.I.a.; administration d. b.n.c.l.a.) theron. - III li" u c: U "0- "ii~ ClI!:U c "00 c.: ('3":: _v 1110- u__ 30 tiS c ao U) &uL 5~ Creedin Stoner 506 E. Marble Street Mechanicsburg, PA 170SS /"7 // ~ /t~~ ~Denni~J{atthpw~ 111 Wnnnl~w~ T~ne r..::aTli~lQ7 PA 17013 OA'-fll 01; I'EllSONAL ItEPRESENTATIVE COMMONWEALTII 014' PENNSYLVANIA } ss COUNTY OF CUMBERLMID The petitioner(s) above-named swear(~) or affirm(s) that the statements in the foregoing petition are true and correct to the he;;. of tlH' kllOwkdge and 11C:'lief of petitioner(s) and that as pf-'rsonal represen- tative(s) of the above decedent pditionel(';) will well and truly administer the estate :1'."cording to law. ,~i.S~~ ~mQ. { tI1 oq' ;:s ~ ~ ~ /1. ~1-/Q No. 21-01-1098 Estate of M. VELMA PAULUS A/K/ A MARTHA VELMA PAULUS, Deceased DECI{I~E OJ;' IJI(ODATE AND GltANT OF LETTERS AND NOW DECEMBER 3, JJ2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated SEPTEMBER 30th, 1983 described therein be admitted to probate and filed of record as the last will of M. VELMA PAULUS A/K/ A MARTHA VELMA PAULUS and Letters TESTAMENTARY are hereby granted to CREEDIN STONER AND DENNIS MATTHEWS W)J}(~/. !t1.tM(114 ./~d.~~~,/Ji1Pf/bl Jl.tgi~ter of Wills FEES Probate, Letters, Etc. ......... $ 235.00 Short Certificates( ~ . . . . . . . . .. $ 9.00 ~~nEX'.I;U.;P.4S.l.... $ 3.00 JCP $ 5.00 TOTAL _ $ 252.00 Filed .~~9~~~~. ?'" .?99.1. . . . . . . . . . . . . . . . JOHN M. EAKIN , ESQUIRE 06351 ATTORNEY (SUJl. CL Ln. No.) MARKET SQUARE BUILDING, MECHANICSBURG, PA ADDRESS 17055 717-766-3172 PHONE MAILED TO ATTORNEY DECEMBER 3, 2001 00 -_. =(1) ::$"" 0-'.' ~. " ) ~:~ d --" :JJi CDO cc~o -'''"'1 './') {)- 20 (-5 "'"11; (,~L c~. ~ -< \...J o ;:I:::l \0 "'0 )> ~ -'" 21-01-1098 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS John M. Eakin and J. Michael Eakin aodiQ!ik (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that t"hpy pre present and saw M. Velma Paulus a/k/a Martha Velma Paulus the testat riv , sign the same and that t"hpy signed as a witness at the request of testat r; v in h pr presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Register (\ " rC~ \;r;)~ h~ " Li{//LJ:~ ( ) (Name) Market Square Building, Mechanicsburg, d~~Aj/fr!;;~4^ ~ PA 17055 Sworn to or affirmed and subscribed before me this ?Qrh day of /~~r -c ~ v 19-1QQ! PA 17055 ,~"".. (each) a subscriber hereto, (each) being duly qualified accordi~s.,.to law, depose(s) and say(s) that familiar with the signatur,e''6f ,.. codicil testat_ of (one of the subscribing witnesses to) the will presented herewith and , codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) ./ (Address) Register (Name) (Address) H105 112 REV 8/88 i"EE FOR THIS CERTIFICATE $200) WARNING: IT IS IllEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS lOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO. T 4 9 9 7 519 November 20, 2001 Date of Issue of This Certification Name of Decedent Martha Velma Paulus First Middle Last Sex Fpm;i 1 p- _ Social Security No. 182-22-8336 Date of Death November 19, 2001 Date of Birth No"':~mhpr Q, ] 910Birthplace Cumberland Co.. PA Place of Death M;innr Car~ H~alth Services Cumberland Co. S. Middleton Twp. Facility Name County City. Borough or Township Pennsylvania Race Armed Forces? (Yes or No) No Whi t~ Occupation - Cook Decedent's Wi nnlJPr) Mailing Address Marital Status Number 1041 York Rd. Dillsburg, PA 17019 Street City or Town State Informant Dennts E. Matthews. Sr. Funeral Director Scott D. Brenneman, F.D. Name and Address of Funeral Establishment COCKT. TN FUNERAL HOME. INC. Di llsbur~. PA 17019 Part I: Immediate Cause Interval Between Onset and Death (a) Cardiac Arrest (b) Pancreatic Cancer (c) Part II: (d) Other Significant Conditions Manner of Death Natural g:x Accident D Suicide D Describe how injury occurred: Homicide Pending Investigation Could not be Determined D D D Name and Title of Certfier H Fineburg. M.D. (M.D.,. D.O., Coroner, M.E.) Address 481Q F. Trindl~ Rd. Mechancisburg. PA 17055 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be for~arded to the State Vital Records Office for permanent filing. ~' ~ .,p / . ~T~ 67608 Local Registrar of Vital Records District No Noupm~~r 19, 2001 Date Rpcelved by Loca eglstrar 153 LORan Rd. Dillsburg, Pa 17019 Street Addcess City. Borougll, Township E- CERTIFICATION OF NOTICE UNDER RULE 5.6(a} Name of Decedent: M. Velma Paulus Date of Death: November 19, 2001 Will No. 1 098 ,;.' F 7:'" l; ; Admin. No. To the Regisler: I certify that notice of beneficial interest required by Hule 5.6(a) of the Orphans' Court Hules was served on or mailed to the following beneficiaries of the above-captioned estate on December 14, 2001 : Name Address t'rank Stoner, Sr. 277 Stoner Road Mechanicsburg, PA 17055 Anna Stoner, 105 East Allen Street, Mechanicsburg, PA 17055 Dorothea Baumbach, 20 Beaver Street Apt. 118, Dillsburg, PA 17019 Clara Shettel, 940 Walnut Bottom Road, Carlisle, PA 17013 Larry Stoner, 505 Sharon Avenue, Mechanicsburg, PA 17055 Marlin Stoner. 1371 Zimmerman Road, Carlisle, PA 17013 Judy Wertz, 139 Wyndham Way, Harrisburg, PA 17105 Leslie Strausser, 129 West Harrisburg Street, Dillsburg, PA 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date! December 14, 2001 \\_-Jw )j, . t:L Signature .'(J - - r-:- ~~ 0 a..: N .:) Ei: C) co .. l.i C.,~ C'..J T~ ,...... 0 !i........ .... C:::J) Q) '..." I .0 (." CD "~ Q) a: - "- s:: a: p 0)= UU Name John M. Eakin Address Market SQuare Building Mechanicsburg, FA 17055 Telephone(717) 766-3172 Capacity: Personal Representative x Counsel for personal representative REV-346 EX (8-92) ~~ PA DEPARTMENT OF REVENUE ~ ESTATE INFORMATION SHEET FOR REGISTER'S OFFICE USE ONLY County Code Year File Number 21 01 1098 DECEDENT INFORMATION: Enter data as it will appear on all documents submitted to the department. Name (Last) (First) (Middle) Paulus M., .. Velma Decedent's Social Security Number Date of Death Date of Birth 182-22~8336 I 19 Nov 2001 9 Nov1910 1 TYPE FILING: Enter check (.....) mark to indicate the nature of the return to be filed with the department. ~ Probate Return DJoint Assets Only D Estate Tax Only D Litigation Purposes (No Other Assets) LETTERS GRANTED.. Enter check (.....) mark to indicate the nature of the proceedings at the Register of Wills Office. (Attach additional sheets If explanation Is necessary.) Ii] Testamentary D Administration D No Letters D ~ther (Please Explain) ATTORNEY ICORRESPONDENT INFORMATION: Enter all data concerning the attorney or other individual to receive all tax Information and correspondence. Name (Last) (First) (Middle) Supreme Court 1.0. I Eakin John M. 06351 Street Address Market Square Building City State Zip Code Telephone Number Mechanicsburg PA 17055 717-766-3172 PERSONAL REPRESENTATIVE INFORMATION: Executorl Administrator Enter all data concerning the personal representative(s) of the estate authorized by the Register of Wills - - Name (Last) (First) (Middle) Social Security Number Stoner Creed in 194-281-7703 I Street Address -. - 506 East Marble Street City State Zip Code Telephone Number Mechanicsburg -... - PA 17055 717-766-3172 -.- Co-Executorl Administrator -- ----- Name (Last) (First) (Middle) Social Security Number Matthews Dennis 173 I 38 1 7369 Street Address - 113 Woodlawri Lane: City State Zip Code Telephone Number Carlisle PA 17013 717-691-3281 Co-Executorl Administrator Name (Last) (First) (Middle) Social Security Number I I Street Address City State Zip Code Telephone Number IPr.paredBY~ m - tl-, IDal. l/ /;I/P( , , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT EAKIN JOHN M MARKET SQUARE BUILDING MECHANICSBURG, PA 17055 ______u fold ESTATE INFORMATION: SSN: 182-22-8336 FILE NUMBER: 2101-1098 DECEDENT NAME: PAULUS M VELMA DA TE OF PAYMENT: 05/31/2002 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 11/19/2001 NO. CD 001237 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $14,482.29 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: DENNIS E MATTHEWS C/O JOHN M EAKIN ESQUIRE CHECK# NONE SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $14,482.29 MARY C. LEWIS REGISTER OF WILLS /~-~A/-/O ~ BUREAU OF INDIVIDUAL TAXES ~ INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REY-1547 EX AFP (01-02) 07-08-2002 PAULUS 11-19-2001 21 01-1098 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH I"" . ,< -fILE NUMBER ; "I J! COUNTY ACN v MARTHA .O,Z JUL-O JOHN MEAKIN 1 W MAIN ST MECHANICSBURG Allount Rellitted PA 1704s'~l038 ....\ I ; MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-\j:is4j-i'X--AFP--fiff:02i--NO'fici--OF-YNHiifiTiNCE-i"-A;rAPPRA-isii'-ENT~--Aii-owiNcE-o-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PAULUS MARTHA V FILE NO. 21 01-1098 ACN 101 DATE 07-08-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 95.000.00 .00 .00 .00 7.995.00 10.487.55 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this forll with your tax paYllent. (1) (2) (3) (4) (5) (6) (7) 113,482.64 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 14,950.74 (9) (10) 1.983.31 (11) (12) (13) (14) 16.934 05 96,548.59 .00 96,548.59 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 96,548.59 X 15 = 14,482.29 (19)= 14,482.29 I "' I II..." I I'CI::l;t:.~r I (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 05-31-2002 CDOO1237 .00 14,482.29 TOTAL TAX CREDIT 14,482.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) vi oft STATUS REPORT UNDER RULE 6.12 Name of Decedent: Velma M. Paulus Date of Death: November 19, 2001 Will No.: 21-01-1098 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes IXl No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No fil b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [Xl No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this r~ort. Date: 15/"/0:> _~ Sign e John M. Eakin Name ...~=~,' M:lrkpf" ~qll:::trp Rll; 1 rH ng, MeC'l:!i'tdcsburg, PA 1705 Address (717) 766-3172 Telephone No. Capacity: 0 Personal Representative [il Counsel for personal representative \, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W o W U W o DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) DATE OF DEATH (MM D~~~~~;lS~---Yel] DATE OFBliHH (MM DO-YEAR) - -- ----- 11/19/01 8/11/10 - --- - - ~ --- - - -- (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDD[ E INITIAL) w .... ~:$U) 011'" w"-O ",00 0"'-' ,,-Ill "- " Q 1. Original Return o 4. Limiled Estate [i] 6. Decedent Died Testate (Atl~(h copy afWill) o 9. Litigation Proceeds Received [J 2. Supplemental Return o 4a. Future Interest Compromise (rlal~ of dea!h ~fler 12-12-82) [] 7. Decedent Maintained a Living Trust (AltachooPYQfTrust) D 10. Spousal Poverty CredillrlAIPoldeath b€lweell 12.31-91 and 1-1-95) OfTICI^'. USF OtHY f tY -- /1-:2 '-I - / t1 FILE NUMBER LL-,Q...l COUNTY CODE Y~AR L(L,L!L NUMBER SOCIAL SECURITY NUMBER l'lR._. ?7 R n q R THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale of death prior to 12.13.82) o 5. Federal Estate Tax Return Required 8, Total Number of Safe Deposit Boxes o 11 Election to tax under Sec. 9113(A) (Mlach Sch 0) 11-/1$ $ OriON MUST as COMPLETED. ALL CORRESPONDeNCe All CON~11l N NAME COMPLETE MAILING ADDRESS .... Z W o Z o "- '" w '" '" o o z o ~ ::> l- ii: <( u w 0:: John M. Eakin FIRM NAME (lr Applicable) TELEPHONE NUMBER 717-766-3172 Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 1 West Main Street Mechanicsburg, PA 17055 (1) 9..5JOOO . 00 OFFiCIAL USE ONLY -- ;:~ (2) - d " (3) (4) (5) 7,9915.00 t_.d (6) 10,487.55 -- '"f'1 (7) I'-,J (8) 111 4R7 li4 (9) 14,950.74 (10) 1. 983. 31 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) 11. Total Deductfons (Iotal Lines 9 & 10) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has nol been made (Schedule J) z o !;( I-' ::> l1. ::iE o u ~ 14. Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal lax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 17. Amoun! of line 14 taxable at sibling rate 18. Amollnt of line 14laxable at collateral rate 19 Tax Due 20.0 x.O___ x.O~ x 12 96.54R.59 x .15 ":.\",:, '.',-;.t CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ",<' >>S ER ALL' UEts (11) (12) (13) 16,934.05 9li.~4fl.~q (14) (15)___ (16) (17) (18) _ 1,4.482.29 (19) .f:,,;' "h\,')1._,~,~:-" :'It-H:, " -:':~~;:~ Decedent's Complete Address: STREET ADDRESS 1041 York Road ---"---_._-------,..~_.---- I STATE PA CITY Dillsbur" Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount (1) Total Credits (A + B + C ) (2) 3. InteresUPenalty if applicable D.lnterest E. Penally (3) (4) (5) (5A) TotallnteresUPenally ( D + E ) 4. If Line 2 is greater Ihan Line 1 + Line 3, enter the difference. This is Ihe OVERPAYMENT. Check box on Page 1 Line 20 to request a refund I ZIP 17019 14.482.2Q 5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the lax due. B. Enler the total of Line 5 + 5A. This is the BALANCE DUE. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.. . b. retain the right to designate who shall use the property transferred or ils income;.. c. retain a reversionary interest; or....... , d. receive the promise for life of either payments, benefits or care? .. .................................. 2. If death occurred after December 12, 1982, did decedent transfer property wilhin one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. . 4. Did decedent own an Individual Retirement Account, annuity, or oU10r non-probate property which contains a beneficiary designation? . Ves o o o ...0 ..0 .0 14,482.29 ,.,...JIlWi No [i) [i) [i) [i) o E] .0 E] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR~ . strue.correclal"ldcamplete ~~~~~..,,~t'l!"I'.,H~'~~'",~' ,..<r 'e:i)i!j~~~~r.~mfI1I "', For dates of death on or after July 1,1994 and before January 1,1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9118 (a) (1.1) Ii)}. For dates of death on or after Janw'lry 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. ~9116 (a) (1.1) The statute does not exemm a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable ev' the surviving spouse is the only beneficiary. For dales of dealh on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive p8 or a slepparenl of the child is 0% [72 P 'i ~9116Ia)(1.2)J. The tax ralr, imposed on the net val"e of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 PS. ~9116(a)(1)] The tax rale imposed on the net value of transfers to or for the use of the decedent's siblings ;s 12% (72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, Ci individual who has at least one parent in common with the decedent, whether by blood or adoption. ADDRESS S26E /lJEtr/'/[ s1 SIGNATURE OF PREPARE T ^ /705 ADDRESS ~I ~ <"""",.,,""'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Paulus M. Velma 21-01-1098 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH House & Lot, Sold May 29, ment sheet Monroe Township, 2002, Sale Price 1041 York Road, Dillsburg, PA, Reported. See attached settle- 95,000.00 TOTAL (Also enteron line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 95,000.00 ! I FhA 21lFMI1A ~. i I Vi-. S (ICONV INS 6-;-;jitii';;;~' ~ 1,LOAf"j~JdlA[lrrl 1326 AMR , s~.f~I~;,::~.CAs-::rJ3- -----~ . , ThlsjDlM il;ll~I1'l4SM",d 10 iii'\('" ~w-~-ttal~"""Q~lQI iIIr.lU8~lmlile~r~!,l CCS~!. Am(.l~'ll~ z:'~.i:I"~' ~11(i ~';;e-~~~tl~;~m~g~.ul) ;';;;~"T';jrlj~d 1 "(PoO,c..)' Weftl.!la"j t.:ut<,:;!e!(1 t.~,l] c1u~ng: ill""l..re $I'IOWrI hrJ-rJilICl-I illlormd!,~,..1 pc;r-:,t;.Ulo Md 6~a "10:)1 i...,I~<I~(1 in It,d 1,,J(HI, I D.lw.i' ,),NClAl:eA6.ss Of' aORAClW,il, ! E. ~:We O.oA!:l~$:$ 0' ~LLf~: --~"\Ir.- M..oAD~$$ Of .el'lOtl'l :Ja~frQY M. CUpkQ , Cr~editl Stonet:" ", "J Cl,)mrr.e~cc i3ank Denn,is Mo.tthe""Ii, Ex. of , Estate. of. M. velI:a Pa~ll!l:~! MAY"2~-2002 li :2'PM 1,"___ .1 I , I, ~-::;;)TE I FPCM-WM D S:H~ACK A1T1_ 7J14n:003 '-167 P on/OOl Hi< I .,-, ... ,. "srtTl~EMt;~~ST~r'E"~ENil;~ MO.':' t\,,~,~, . ------.----1 WM. O. SCHRACK, III 111~\""Q tnlllJl<I,1 ATTORNEY AT LAW 124 Wesl Harribburg Street P.O. Box 310 Olllsburg, PA 17019 Phon" (717) 432.9733 Fax (717) 432-1053 G TYPE or LOAN i U/I;;i"ii:-l J,ilCt>"I'Y laC Senate AVenuE:; Ca.m..!.' Hill. :r'1\. l7011 i (,I., PAOFFRTYLciATlON' "l~:-~i:nL~!JGt.:" A{.EN! ----.-,,---~- - -- . ~--:-I."~E-rrLEMi"ll-::;A.;(-l D~11sbu!"9. P1.. 1 ?o:g I ' 1041 YOl..-k noad Wm. O. ~~'?Jrae)c III L1 ')5/29/1)2 Honrce TOWNSHIP I !'IN.;!: or,-;emf~I~NT; - ----,-- CVMS;ERLhND County 1124 w. Hbq street, D:..Jlsl;uT';1 I?A 17019 ~ J.tualWAMY OF i1g,AAOWIiA'SY.ll""'~QflOH. l-~~" __!:..~~~_~!'.-':'...::'~ 'Il~Llfl';-T-;;-"'j.ell~.=-~..__..J I :~ ~::':::'~~:~i~~"~O. OOR"""" ---- 9>000. 00 1~~~'~~0.!~~' '~:'Ll:~.._ __........:.. 950rrc.-.?~~i '01, P"l"lioilsl ;Il'<~ny I I -102r..f~Or:al..lorM\ '.. -+ ::: ""'"',m,."",,, Ie ''''''''''''"n..:==f= r~~=?~_~;. _______~=-. ----=-____, ==.~ 1M. ,. . ~ l.cIi. ..__.____ I Adjl.l~mtnlC: 'Ol' iltlmi> pad by &ello;' III "d"~."It(l .~a! .J5lr~~nJj! 1:;r :l"m~, I)~'d" by :>Ill;er 'n aO'fi!'l(;l> r IIlli.Cllrrro",.....,. 4111~:2l317D."[- - _~,C~y,'T:~~"I<l~" O!~rr~T<j"~1/021 17.-42: i~t1,Co)U"'')''''l\ c 'fI7O~ ...,. .c1'CCl~~Y\Io._~...L.?9l!}2io12/J1/O:J., -ll./:.!':Ol I IIJ6.AU""IlWlOIlIS III ~J!.A~~(:l!'Iu~,; 10 I J IQi'. -o~/29/02I(llJ6/JGT6'i -. !!:<.OT .Iot; .TT~i'(J,f::;-OmO/O~! -,-s-~-OTi 1'0. It> _....... ..-.- . Ill. __...._..._______1,;........____ , ~ - --==+=-:~-=- -=--4 ----,------ ::; _____~ ~:l~---- I~___.___~ '" ...........,""" ,~~..;..... I __ 9-;;-;;;.~ ~-;. ..:;;;'~';;;;:;;-"""~,-,, __ r--:;~~-o;l Z~ AMO"'HU PAID 810ftl" Il!ifAl.f v1-' t/:Q'",QWeH il{I(IIlEDlJCTIOfl, IN ..OUN ~UET:;' :niLlfi:R "'11 DapcBf!Qroorneltmtfl8y -..-- 2o~6.:-tl~ ~n'~d~,T7~;:~---r.iir;:;-~!i- -. ~:!.r_,:.:.~ioalamOlinlClneWIO>1"'('; I --~~oJ.,..s."'"'''''',,.:1..~~."'i'':no'coo, f- -g-s~-~~- ~.l!JIllll.rio:l, ,...r$) lo\ktm Gllbjsl:llll t.o1E"lriatln(: aM"!'-' I:..<,~ .~b ucl e I _.._.-.--~- - -- - ~-_. - ---- - - -- ---- ,,, --______ -L- ". ""fj:".:'~O.'-'"'O''':_____'_ I .rob ! IiCIt..PaylJH ul S~';'):'(l MOlt;.l/:\bl'l '.lUlf1 : '" '" ". ,.. 12111,Clly/lOWfli:i. ~",COUf'h l*'l i N,"f>~"'MlMIll @= ~,~ ~- =- 2r6. . -------~ -~-- "~-~. . ;L___~__ +~- liU~. u.:molnlclar l.f'!"IC \/llp<I,d bi I_\li;...-;--"-- --"'-:4::ijtir.m''''"l&'C~1l()''''~ unp"id I;!y rUlliw ., ---'''----'~__~_~IIYI'f:I'<I~.:.~_~_.~ ~ I.----:-=~~_::::: .: ------ ~ '--:-. t-~~~~~,," -~_._-==~~:~____. '0 - -~-- 1-':"--, -:'~ . t ,':I~. '__~_ ~_ ". .. :.::::r::;;::::=_ ______u 1;11 ')',1\ -==:j I -~ _._c__--, .'17 i ::: --- ---------- . '.QI:l, "1'0'11.1. P.-.IC iflRrlt E10RllOWI!": I ;KIll, (lUH AT UTTLl!liIl!.....1 ""0l'4I Okl'Q-th.. ! ~,. Gr!J'~ flmount cl'Jf:llfDM 1)(1':0';;;1 -mn;-I~' }Qf LO~8 aMf.l<u'\l j)4;d i;lylfo~ ocpnl."_-!!;~&!? t -------1 (.'9 I I I ,~~:..(;~_~!.!!~.?.~:_~~.I.LER I 9.~)~:~, _.,j_IIM.CASH A'rIH1TTI..f.:.!lENT TO.oA f~OU ~~~ & _.. ,..._~ "~'."cr.""''',"''"'.'''''~:II''''o) . ._.r:-__~..~: :~..L~_. . _ 'Dii'.LI1:iS r8~Uf'(I[\n "mr.[jflf dw~ !;~Um (form ~~~~._. _~ ~ :_"___: __~(;;.l G~H ([Xl TO) ;~_-,-~~_~~1 Sf_l~_._,l__ ~~ _ '. (JJ j l- ..~ \l?~~ l'(t'ff): )0). C,A,SH IDO FROM} ([ 1 tOlSORR(,J'W1 ,"c'; '.'1.:" e~~orar So:.-'l"""'rc SllIfilIIU,l) f-t.JQ. flil',.'.c;;rc ,,;q't';'UllillUlt1 ~AY-ZI-ZOOZ ~3'ZIPM FRCM-WM 0 SCHRAC~ ,--yo i1H3~1053 T-IS? P 003/'03 H94 ., 'u:::J~,U'. J'.... .1~11l1"1 It... SETILE::MENT CHARCES 13.2 5 .1t1t..~_._--- ---------,~---- "00. TOTlI.SAL.ES.'Rt:lO)(ER'a(:oMMI!l5!ONb..~bn;r:;;-$~ ---9500(1.00 l'J1\ljsio!'J 01 Comm'ill:'ln (11r'IO 700) aa fOkws:-- .'l'o~111: 60. Ol"1 ~ . . .. C.'lmfI'l18l1lIOn ~Did II Settlwnent /0, 10, '03. ~04. ."', 1101. "" iM. AppralSiil ~ti 10 ~lodiIReDorl:(l 6lli.I.'l'ICIOn,lrlll!lClion~ &00. Urll;7l9rwllth1gFee eor. OOr:lJl"l'lQntPrlilDsratlon 1'4101 e08. Flood CertlllcallOI'l aD!), TuS9l'\'lcJ!l p::,ss '1110. CUl!rl9r lObO 'A~rborne E;)CJ;1re.-:S5 all. unds 1\nZ'J. C'upko aoo. 1T'",a RlioQUIAED IV lUl)l:fl'J'O Iii PAIl):1II ADVA'NCt; Wl,lnlsresllrAh'l OS/29/02 1005/1;1,/6'2 .a"1 eo.'! MOfto Inlurl!l1Cej:lr.I'1'l~"I'l'or me: to ;103. l1a.tatd 1nr.l,lfilm;W temWrn ler Y'S. I~) !(If V"S. 'J "", ooi, RESERVES D,lIliOSITEb Wlnl LiN:l'i" FOR Q/Jl. IiWlfCl In.....ranCCl 3 fT'tQ,O$ ,a:liil. Morl~f.ge Itl....ICflCe l'nc, G$ leo~, CI [T,","/Il" (1']; 0.$ 1004, Coun')' In 40 mo 0:$ 10;>>, Allll~SI'I'Ia'1IS moo. 0 ti OOfi School 12 .'l'l':'.0$ 10CI1 mo,Oi loot. QGe Ad 1'/'10,.$ 10(1 TITUi eMAlllau 1101 So;tllltJmenlorc!Ollin la.lo 1102 AbalraclorlilleHarch 10___. 111;i~, Tilleexl:!/lltlQliOt lO 111)04, TiUeInBL'anc.ebll'\ClQr b llllS. Document ptllll'UIIJM 10 11;]' ary Mi k1I 11'P. lar~Ii\t'~ ISOi 10 (inc:l..u:lu Iloovillll.m. No tl \1~. Tille Inswllr;ce b 0"",_ '1"l!.8IxNeliIlfT'lS r\l::,,:) 10Q. L.&f10er'c~.. "rige$ (1 ~o. net', ~'v(j.f~...~ .. "ll, EX y.a~l- Ill.il. Wl:re FQQ III:". "~Oo. IJOY6fn.MCNT ~;tJOftPlNO ..0 'R."a't.., .....flCOI!' 1201-~lllO'd;;'91";J: DMd~ 25.50 MOl t1"j ~ 31.50 MISe,$ 1:~, 011 Icounl'J\Q~~: Oeecf$ ~~O. OO~tt,,_--;:,1 ~3, SIaltl 1l~18Tpl!i; DescH 950. OOMcrlgagH. 12C<l ASs rmt Ril:c:orWitr ~t Oeeds '!O' 1300, 4ODITIONAl"S,IiTl'l.fiMiNt OHAA~i 1301,~rvQY 1(1 1~ Phi. In&pltCllOf1 II) 3m. t'ax Ce:r:t M:a~y :.. H:.lrra~~' __~ .2.00, JOel. I 3t.'S. : I I 1400. TOTAlSnTLE_UTCIoI:UGiU (llIl",r~'1I~1~...';~i.oa.C;ilICllof\~Ja.-'1i:.; J----~S4. 96 i -.-,. ~5i.f:O()-1 _Iu....... l~" """b<lk~ ..-...., ;Iowl'l.",.", "'V..'I... It,. .~......y,;j r1fOlINll.,. 1,jml.hnll ~Y~,M"'t.ah(lW~ tn Iha Hl.:O.! St-lIl1>mn", ~l"I"'''1 SaI.ID",onl~".. I,V' ..,...'" lau...... ~ "gill to ~l ."y _~1! coIMIl.'f: lall!llo.bl.no",,,,,' II Ln InlilI_ ""'..'.....""ffl i>. '''';''''1'' n......~ In...'........ nntl!. ',,",,1111 Inj 'n""nl'" "',,~n II"' 0l\I~ I.;G~II.I~. .. ""~II ~""'IH_""I""""'_.&I"ln'"I'''\''QI''n HUt) Cl.RTIFlCATlQN Qji' IU'ftfJs A"O: 8f,L"~RlI I ~~.... ....rqklllji ro~lowoc lnul1lJO.I B4IUQm(m! Sl:IlilmC"1 lInQ IQ lf111 ellHl of frY knQ",lIl~(l and l:loiIIl'J.:t:~ ~ lrLo::>n(! ~e~',lI;\l" 1111\0$<""',1 al.,~ "lI~"lpll "nO ~'Il.lule<h~"L' Ir"ltl.,or! mY.I!lCGllunlby rrwif !111 !ra~..",uon. I t....ihoi "'Ul';I/~ [h:lIll1aY'IOC~'I<o<<:ldt;lli:lY{)( 'hat-A.J:'!.11:l<1lli:JlMI1I51l1IQTl;:,nl rt~M~ P"YABL2," C:ONN&t:TIDN WrTlol i.CJl.H loan OnglnEllon Foo '\, loanDJgCl:II./'l1 ...- ~ C(,~lIU1erOe Bank C.omIDfJrCe aatlk l~ Colbtaercl5 C01L'llDQree omm@rCe Bank BanK' ank 360.00, t lSO.DO! I 11. 00 : ~..~I._._~s:oci , 14.3?.idaY'--- 43.111 L I , __..l.--. I' --'-----t.-- 76.04 ' -1------------.- I 855.6Q 19.92 ,""" IITlQ, ,"c 19 01 kTlo 111'10. 71. 301M!;), -.---joo. 1"Y11)., 59.16 I .--'-- WID 0 scnrack II!' .T~net S' qohn ~. Gore f:ak HI POC ~rn D SC~cy.. TITLE 74/000 95,D~' -.-"------mc~ine.- Crmf::!:,ftS l3~nJt --=r I I ---I -T 37.001 g50.00 ! T~gso.oo:j, 17.50 ~ -----1 ___,___J I ~W"'~'lhr""....r'.t;I~""", (Il1l'lIl'lo'\drtIoio.....~.: IMN'tGIII"'IUIII lIotlle,.. NOw /l,(~N. & '~o~a' -"-~'- ._--'~,'--,,- Tho IIL'DoI &Ii"-..l 51........,. ...hl~. ..,,, 1"......01.." """ ''l<i..Ii~~ltl" ..,....,;~j 0' l~"I'&I'ioI<:l,~" ',,">OC.~lI-lId "..III '_,""l<> .n. ,..no.IO,,~~, _ '......'.. ,. .<:~u'..""<"..." "....;......... IiOGlOin&.I"Igcml o.v '_'__,~ lIr.uv..~\I~I~i, t.T.;:~n;;:'~'j'Jl'~~':~~:i~~I\~'~~u~611. Ul\!lod Stll"~. In. Q'4"~ IM'I.,........ Pol,,,,n'-. ~"."""'''_''''" OM '"0;,1.",," I,nn nO(, ,"'~__~''',....... re>' "'I"." 'U!)",., ',,-i, _..- ~~ ~T"'._.=..:".I._ II APPRAISAL CERTIFICATION I hereby certifY that upon application for valuation by: THE ESTATE OF M. VELMA PAULUS the undersigned personally inspected the following described property: All that certain piece or parcel of land situate in the Township of Monroe, Cumberland County, Pennsylvania, bounded and described as follows: Beginning at a lime stone in the Carlisle Road, comer or lands now or formerly of Sheaffer and Mrs. James Floyd; thence by the lands now or formerly of Virgie Becker, south 52.5 degrees west .75 ofa perch to a lime stone on the southwest side of the Carlisle Road; thence by the same south 37.25 degrees west 16.1 perches to a lime stone in the mountain road; thence by the lands now or formerly of Virgie Becker, and lands now or formerly of Bruce Arnold, south 47.75 degrees east 19 perches to a lime stone in the middle of said mountain road; thence by lands of which this tract was one time a part north 37.25 degrees east 20.7 perches to a lime stone in the middle of the aforesaid Carlisle Road; thence along the middle of same by the lands now or formerly of Mrs. James Floyd north 60 degrees west 19.2 perches to the place of beginning. Containing 2 acres and 37 perches, neat measure. To the best of my knowledge and belief the statements contained in this report are true and correct, and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of November 19,2001 is: II . . . . . . . NINETY-FIVE THOUSAND DOLLARS $95,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. ~ La E. Foote Certified General Appraiser GA-000014-L 3 REV-1508 EX'(1_S71 ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Paulus, M. Velma 21-01-1098 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 450.00 1978 AMC Concord, Sale Price reported 2. Sentinel, subscription cancellation 39.26 3. Proceeds of Public Sale of Personal Property Gross Receipts *8 ,868.25 Costs & Advertising $1,535.25 7,333.00 4. Blue Cross, Blue Shield, Premium Refund 172.83 TOTAL (Also enter on line 5, Recapitulation) $ 7,995.09 (If more space is needed, insert additional sheets of the same size) ''''''''''','',9". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF FILE NUMBER Paulus. M. Velma If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. 21-01-1098 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Dennis E. Matthews 113 Woodlawn Lane Carlisle, PA 17013 Nephew B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar idenbfying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointly-held realeslale VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1- A. 4/5/97 PNC certificate of deposit 3100082702 12,584.00 50% 6,292.00 2. A. /14/91 PNC Checking account 5070094172 346.69 50% 173.35 3. A. ~/ 14/91 PNC Savings account 5030089352 8,044.40 50% 4,022.20 TOTAL (Also enter on line 6, Recapitulation) $ 10,487.55_ (If more space is needed, insert additional sheets of the same size) REV-1511 EX-+ (12-99) " ~& COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Paulus, M. Velma 21-01-1098 ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. Cocklin Funeral Home 7,468.18 B ADMINISTRATIVE COSTS: 1 Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City ______ -- -- - -- -- - ------ - State _Zip Year(s) Commission Paid: 2 Attorney Fees 4,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City --------__________________State __._Zip Relationship 01 Claimant to Decedent 4. Probate Fees 252.00 5. ~'..Ea.i.. Filing Fees 15.00 6. Tax Return Preparer's Fees 7. Diversified Appraisals, Real Estate Appraisal 250.00 8. Cost of selling real estate (see attached) 1% Transfer Tax~ 950.00 Yeingst Exterminating - termite inspection - $45.00 Culligan Water Condo Co. - Water purifier - $610.56 Peck Septic Services - septic system repairs -$875.00 2,480.56 TOTAL (Also enter on line 9, Recapitulation) $ 14,950.74 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) ---- FlEV ISIHX. 11-911 __ ~ I~'i(ii>~' -.f~~ COM~.10NWEALTH OF PENNSYLVNjlA INHERIT ANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF ___--.!'a~lus, M. Velma FILE NUMBER 21-01-1098 Include unreimbursed medical expense!>. ITEM NUMBER DESCRIPTlOlj AMOUNT David Stoner, Painting Bill 276.00 2. In Home Care, Book Account 306.00 3. A Shields, Lawn Care 100.00 4. GPU Energy, Electric Bill 25.94 5. Shillito Oil Co., Fuel Oil Bill 163.23 6. Belvedere Medical Corp., Medical Bill 78.00 7. Yellow Breeches E.M.S., Ambulance 67.35 8. Manor Care, Nursing Home 702.00 9. Verizon, Telephone Bill 11.17 10. Wastemanagement, Refuse Collection Bill 32.82 11. State Farm Insurance, Fire Insurance Premium 163.46 12. Peterman Equipment Co., Tractor repair 57.34 TOTAL (Also enter on line 10, Recapitulation) $ 1 9~3.3]. (If more space is needed, insert additional sheets of the sarne size) "'''"''''''''.,,'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Paulus, M, Velma 21-01-1098 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Leslie Strausser none $1,500.00 Bequeath 2. Creedon Stoner nephew 1/2 Residue 3. Dennis Matthews nephew 1/2 Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTtONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART I1- 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) ~f};",:,:,..~;:\P;;~r~<f~;~':i.",.., ,-.----- ~\9fi .{~. :~ ~,j~,i,r,. ":"iV,~" '.,,;'t',"i" f:'t.':i ." ., ',' ,'~}'!ii.:.'';.;YJJ.::;~' ", ,~""rA'r "'. '<. ".,li.' . .Lt;i'.',.j<;':,~i:!,)~U ,. ~"",,1,~- 0;,:, _____'.:r,.,,-. LAST HILL AND TESTAlI!':~:r_ Q!,~I,_YELMA_PA!1h!1!'. I, M. VELNA PAULUS, of the Township of Honroe, County of Cumberland and State of Pennsylvania, betng of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Hill and Testament, hereby revoking and making void any and all prior {Hlls hy me at any time 1. heretofore made. I dIrect the payment of all my just debts and funeral expenses as soon after my decease as the same can conven- ientIy be done. 2, All the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my husband, D. CLARENCE PAULUS, absolutely and in fee simple. 3. In the event my husband should predecease me or die within thirty (30) days of my death, Lhen r give, devise and bequeath the rest, residue and remainder of n~ estate as follows: a.) In the event my net estate for distribution is Forty-thousand ($L~O,OOO.OO) Dollars or more, I give and bequeath the sum of One Thousand Five Hundred ($1,500.00) Dollars to my friend, LESLIE STRAUSSER, of Dillsburg, Pennsylvania, but in the event my net estate for dl.sLrihuLiOIl is less than Forty- thousand ($L~O, 000.00) Dollars, this gift shall lapse. b.) One-half of the net residue to my nephe\v, CREEDIN STONER, and in the event he should predecease me the gift shall -I. ,. not lapse but shall go to Ilis i.ssue. C.) One-half of the net residue to my nephew, DENNIS MATTHEWS, and in the event he should predecease me the gift shall not lapse but shall go to Ili.s issue. If. I nomtnate, constitute and appoint my husband, D. CLARENCE PAULUS, to be the Executor of this my Last Wi 11 anu Testament, and in the event he should be untvil.ling or unable for any reason to Be t a s such, I 110mina ta, cons t 1. tute and appain t my nephew. CREEDIN STONER and DENNl S HAT'J'IIEl-1S. or the survi. vor of them, Executors of this my Last tJill and Testament in his place and stead. IN WITNESS 'AlIEREOF, I have hereunto set my hand and seal this J?&/I day of September, 1983. IlLL']ltk'{"LL~l_~_~._____(SEAL H. VeJ.rna Pau us Signed, sealed, published and declared by the above named, H. VELttA PAULUS, as and for her La s t Hi 11 and Tes tament, in the presence of us who have subscribed our names hereto as witnesses, at the request of said testatrix, in Iler presence and in tIle presence of each other. rl'YJ.. t:L ._~~~~L~--~ -2-