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Home My WebLink About01-1116 PETITION FOR PROBATE & GRANT OF LETTERS Estate of EDITH A. HOLSINGER also known as . deceased. No. 21-01-1116 To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Social Security No. 209-12-7000 The Petition of the undersigned respectfully represents that: Your Petitioners, who are 18 years of age or older and the Executors named in the Last Will of the above decedent dated Julv 17 . 2001, and codicils dated none. Renunciations for none are attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at One Fairfield Avenue. Newville Borouah Decedent, then 77 years of age, died November 18 .2001, at her residence,- Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent ~fdeath owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: $118.000.00 $none $none $none WHEREFORE, Petitioners respectfully requests the probate of the Last Will presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): ~~~:r 798 Creek Road Carlisle. PA 17013 717-243-1126 cM.1.:1;1..€-I" (. i--beU.li~r^ Warren C. Holsinoer 790 Creek Road Carlisle. PA 17013 717 -243-8520 an E. Lescalleet 101 Lawrence Lane Carlisle. PA 17013 717 -249-6420 ~><#~~ Allen L. Holsinaer 2273 Newville Road Carlisle. P A 17013 717-776-7590 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND Sworn to or affirmed and subscribed before me this 7 th day of December .2001. ~r'~"'4'~V<Jft' J~ RegIster /?-~y The Petitioners above named swear or affirm that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioners and that as personal representatives of the above decedent, petitioners will well and truly administer the estate according to law. e UJcL"CLhC, ~-, Ht~ f1i!~.' No. 21-01- 1116 Estate of EDITH A. HOLSINGER, deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, December 10 , 2001, in consideration of the Petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated July 17. 2001 described therein be admitted to probate and filed of record as the Last Will of Edith A. Holsinoer ; and Letters Testamentary are hereby granted to Gerald R. Holsinoer, Warren C. Holsinoer. Joan E. Lescalleet a_nd Allen L. Holsinoer ~<7l1.~-~<<.J.P't)4~ v gister of ills FEES Probate, Letters, Etc. . . . . . . . $ 235.00 Short Certificates(-2- ) . . . . $ 6.00 Renunciation(s) .. . . . . . . . . . $ JCP .. . . . . . . . . . . . . . . . . . . $ 5.00 Other Will Paoes (-3-) .... $ 9.00 TOTAL: .... $ 255.00 Filed. . . .l;)~~~JllP.~r: . Z ~ . fOP.!. . . . . . . '~l:1~~N~~'~GHES Ro er ,I in. Esquire (06282) ATTO NE (Sup. Ct. 1.0. No.) 60 West Pomfret St.. Carlisle. PA 17013 ADDRESS 717-249-2353 PHONE ~~~ ac; ,- .,.-, :::; (C' :::S ~.. cr, cr.. CJ C""J I -J ~ () o .".... :...... d -- U \,./oJ iJ1 .-. till'. is to certify that the information here given is cortectly copied fro~ an original certificate of death du~~ filed with I "oct! Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent hlmg. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~ I_~~ ~. ~~&..U~~ Local Registrar Fee for this certificate, $2.00 p 7714554 NOV 20 2001 Date 21-01-1116 H105.143 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH qlNT 77 uNDER' YEAR MonthII Oays STATE FlU NUMBER sex SOCIAL SECURIT'l' NUMBER DATE OF DEATH iMomtl. Da~. '., ~ENT 'NK NAME OF OeCECENT (First. Middle. Las) v". UNDER t DAY Hoo<o ! "lnut.. .. Female ,. 209 - 12 BIRTHPLACE (City and Pl.ACE OF DEATH (Check 001';' one iN IflSttUChOIlt on other SIOet SIale Of Fcte.gn Country) HOSPITAL: Middlesex Tw-p. '.pa.ion. D 7PA ... FACILITY NAME (If not lnsfltullOO. 01.... sh'Hl. and numbefl 18 2001 .. AGE (last Bil'ttIday) ""'"' ~ iSpeclfy) U COUNTY OF OERH ~I .... Cumberland DECEDENT'S uSUAL OCCUMION (~wor~IIf~~~~r~lt~ Ie. Newville KINO OF BUSINESS/INDUSTRY Shoe Factory Newville 1'., T 11b. DECEDENT'S MAILING AOORESS (SIr.... CityfTown. State, Zip Code) MARITAL STATUS - Married ~ Marr*,. Wldowecl, Ofto'ced (Speedyl 1.. Widowed 1 Fairfield Ave. Ne1~'ille, PA 17241 II. FMHER'5 NAME (First. Middle. last) DECEDENT'S ACTUAL RESIDENCE (SeelnstrUClIOl'\& on 0Iher SlOe) 17e. Stale p ~ ''''.Cou. r.lImhPrl rlnn No, oec.dent lived 17d. wtthinaauallimitsot MOTHER'S NAME (FilS. ModdIe. M&IdeO Surn8tTle) ();d -- llvtl in a _7 '"" C"Y/born 11. INFQAMANT'S NAME (T ypetPrintl _. METHOD OF DISPOSITION Bun.1 ~ Cremation 0 Ot'*' lSoecity\ E. Lescalleet 2'. 27. PART I: Ertl.' 1!'Ie dtMuM. injuriM or eompliutiOna .....hiCh caused the de Liat onty one cauu on each me DATE PRONO~NCED~(MOl"lth. Day, Year) .S. rt tr~ 0 I . Do not ent., th4t mod4I of dying, such as Clldiac or respiratory arr.... Shodt or lMart failur.. Li~ H. I Approximate 1inl:1tfYaj~ : onMIand dNth , i PART II: DUE TO lOA l : DUE 1O(CA AS" CONSEQUENCE OF): DUE TO lOR AS A CONSEOUENCE OF): WEAE AUlOPSY FINDINGS MANNER OF DEATH ,lMtJl.ABLE PAtOA to cY' COMPlETlON OF CAUSE D OF DERH1 Natura' Homicide -.. D Pending Investigation D 'fooD No Suicide D Coutd noc till determIned D DATE OF INJURY (Monlh. Oay, Year) TIME OF INJURY INJUAV AT WORK? DESCRIBE HCMt INJURY OCCURRED. 'foo D NoD 3Oa. 3Ob. M. PLACE OF INJURV - At home. tarm, st,eel, factory, office buik51ng, etc, ISpeclfvl :aa.. 21b. 21. 30.. eER'TIFIER (Cr.<<:1l: Qr'iy one) 'CERTIFYING PHYSIClAH {PhySICl8n cerllfylf'lg cause 01 death wf'le(! another DhySICLan has ploooynced deaTh ana completed ltern 23} To Ihe best 01 my knowfedge, de.th occurred d\M to the cause(s)and manner.. atated, , . 'MEDICAL EXAMINER/CORONEA On Ute b..i. of ..aminatlon andlor Investigation, In my opinion, death occurred lit the time, date, and place, and due to the cause(s) and manner as ,tated ". REGISTRAR'S SIGNATuRE AND D ()l'f 'PRONOUNCING AND CEATIFYING PHYSICIAN (PhySICllln bOlh pronouncmg death and certltylng 10 cause or dealt>\ To IN beet of my knowlactva. de.th occurred.' the time. det., and place, and duato the cause(s) and mann.r a. staled" ~. ~tu..~ b, I idJ I I 01 no ,.. ...... ::: (0 :::l?: Ci' a r: ~" c5 -' jJ~ (() '0 (~~:'~" ~~ c:::J c-:l I -.J -0 I....U V1 ( ~ LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 21-01-1116 WILL OF EDITH A. HOLSINGER I, Edith Holsinger, of Newville, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. 1. 1 direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. 2. 1 direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. Attached hereto is a memorandum designating specific items to be disbursed upon my death. B. I direct that my Executors shall have the right to distribute a memento from my estate of their choosing to my other grandchildren, Bernadette Green, Melinda Holsinger, Shelley Lyns, Frederick Lescalleet, Daniel Lescalleet and Ray Holsinger. C. I leave the rest of my estate to be divided equally between my four children, Gerald Holsinger, Warren Holsinger, Joan Lescalleet and Allen Holsinger. Should any of the above individuals predecease me I direct that their distributed share go to their estate. 4. I have a number of Certificates of Deposit each with a listed co-owner. My intent is that these Certificates of Deposit are owned jOintly with the right of survivorship and that title to the entire certificate go to the co-owner upon my death. However, should any distribution of these CD's be made to my estate, I direct that such distribution go to the listed co-owner. ~cL:rta JJc-~~/Y JjJ}5 J ~ LAW OFFICES OF STEPHEN J. HOGG 19 S, HANOVER STREET SUITE 101 CARLISLE, PA 17013 5. I appoint my four children equally, Gerald R. Holsinger, Warren C. Holsinger, Joan E. Lescalleet and Allen L. Holsinger as Executors of this my last Will. If any of my children should predecease me or cease to act in such capacity, the Executors shall be the remaining children. 6. The Executors of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. 7. I direct that no Executors acting under this Will shall be required to enter bond in any jurisdiction. HEREOF, I have hereunto set my hand this (7 , 20!!...( ~' / ,II? [' d(i;i:7 a r /Vttt .~Lyv5J/f" l CEDITH A. HOLSINGER ~. LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 The preceding instrument consisting of this and two other pages was on the day and date hereof signed, published and declared by EDITH A. HOLSINGER, as and for her last Will in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. \, /" (, ,\ (=::b ((;'HtL. )J). ~ij.( tf {(> 1.1 WITNESS 'U LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ACKNOWLEDGMENT State of Pennsylvania ss County of Cumberland I, EDITH A. HOLSINGER, the testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. !.dtJ, ~ ~ >< . I / I . ... Ie I EDITHA. HOLS NGE .-'1 ~ Sworn to or affirmed and acknowledge . for me by EDITH A. HOLSINGER, the testatrix, this f2 day of 'n, , 2001. /' . ~ "-;.;?r-7 / l" ~'" /~{ S Notarial Seal No ary Publi Attorn tephen J. Hogg, Notary Public CarlIsle ,Boro, Cumberland C . ,-My Commission Expires SePterr,b~~J~ VIT State of Pennsy va ss County of CU~berland i , ~. . 7 . . . . We, -J(JIJI)J1' //J9~~P.d/1A1Jftt.t~he witnesses whose names are signed to the attac ed 1Qr foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the Will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or due influence. d(jU~1-1t.{ PJ ".~ldieV u Sworn to or a this ll- day of i J:-J d c:J C'-::l I '"I -,] td '~ri :0 :.Jj(l) ~. C:J ~.:) e: ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: EDITH A. HOLSINGER Date of Death: NOVEMBER 18. 2001 Estate No.: 21-01-1116 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 19.2001 Name Address Allen L. Holsinger Warren C. Holsinger Jr. Joan E. Lescalleet Gerald R. Holsinger Ray Holsinger Shelley Lins Frederick Lescalleet Daniel Lescalleet Sara E. Holsinger Stephanie L. Holsinger Bernadatte Green Melinda Holsinger 2273 Newville Road. Carlisle. PA 17013 790 Creek Road. Carlisle. PA 17013 101 Lawrence Lane. Carlisle. PA 17013 798 Creek Road. Carlisle. PA 17013 798 Creek Road. Carlisle. PA 17013 3 Kengrey Drive. Carlisle. PA 17013 P.O. Box 174. Walnut Bottom. PA 17266 101 Lawrence Lane. Carlisle. PA 17013 679 South Middlesex Road. Carlisle. P A 17013 679 South Middlesex Road. Carlisle. P A 17013 1343 Centerville Road. Newville. P A 17241 4125 Kittatinny Drive. Mechanicsburg. PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Date: 12/19/01 S;g"CZ(J '3. dL IRWIN, McKNIGHT & HUGHES Name Roger B. Irwin, Esquire ..- Y,\ Address 60 West Pomfret Street Carlisle. P A 17013 Telephone (717) 249-2353 0- Capacity: Personal Representative ~> ..- N c...J o x Counsel for Personal Representative c~,. ';.:.0 ,"." ,J) en 0: cr:: ..- p ". , ~.g m::;;; (30 , .. c OFFICIAL USE ONL Y REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N I FILE NUMBER o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Holsin er Edith A. DATE OF DEATH (MM-DD YEAR) 209-12-7000 THIS RETURN MUST BE FILED IN DUPLlCATEW1TH THE 21-01-1116 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER DATE OF BIRTH (MM DO-YEAR) 11/18/2001 03/29/1924 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REGISTER OF WILLS SOCIAL SECURITY NUMBER X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust 1 3 (date of death . Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes (AttaCh copy of Will) o 9. litigation Proceeds Received (Attach copy of Trust) o 10. Spousal Poverty Credit 0 11. Election to tax under Sec. 91 13(A) (date of death between 12-31-91 and 1 1-95) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Ro er B. Irwin Es . FIRM NAME (If Applicable) IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER 60 West Pornfret Street West Pornfret Professional Bldg. Carlisle, PA 17013 71 249-2353 1. Real Estate (Schedule A) (I) None 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation Partnership or (3) None Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) ~ R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 26, 94:g 35 2 E (Schedule E) cr' C A 6. Jointly Owned Property (Schedule F) (6) 51,955.14 L. P D ~ I Separate Billing Requested T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 14,935.21 N U L (Schedule G or L) A (sf '0 T S. Total Gross Assets (total Lines 1-7) I (9) 8,22:1.20 lJ 0 9. Funeral Expenses & Administrative Costs (Schedule H) N N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None 0\ 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) OFFICIAL USE ONLY ::n ~~ C 93,831. 70 8.229.20 85,602.50 85,602.50 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rale, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. o 0 045 12 .15 (15) (16) (17) (1S) (19) x X X X 0.00 3,852.11 0.00 0.00 3,852.11 85,602.50 CHECK HEllE IF YOLl AilE REQUESTING A > > BE SURE TO ANSWER ALL QUE Copyright (c) 2000 form software only The Lackner Group, Inc. FOfmREV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS One Fairfield Avenue CITY I STATE I ZIP Newville PA 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 3,852.11 192.61 Total Credits ( A + B + C) (2) 192.61 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E) (3) 4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 O.OC 3,659.50 0.00 3,659.50 ,;"";",;;"""""".":""":.::"":,,"',,,,,,,,""";"''''''':':''''''':''''''';'''''':''''''';'..',,,.,,,'e"""."""""""",-"""",,,,,,,,,,;,;,,,,,,,,,,""",;"e'""",",',-_,:"""","',,-, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN 1. "x" ",::",.-"..""."".""."""""",--""-",,,,,-""""-,';'--"",, - -"-""",."""""""""""",,,,,,,-,,,,,,--,,"",'-""-""",'"":""',,,,,.,"'" IN THE APPROPRIATE BLOCKS 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 its 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 within 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 other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ o o ~ ~ o []] Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. : fJRS9~ R~SPONSIBLE FOR FILING RETURN " I't" u "t,#1 ';1(, SIGNATURE OF PAEPARER OTHE THAN REPRESENTATIVE 1. 01.,- DATE ,/ "'f/O~ { Gerald R. Holsinger Allen L. Holsinger 798 Creek Road 2273 Newville Road - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - -- Carlisle, PA 17013 Carlisle, PA 17013 IRWIN McKNIGHT & HUGHES 60 West Pomfret Street ----------------------------------------------------- Carlisle, PA 17013 DATE /.~ it- Y - 07.- SIG For dates of de on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (al (11) (il]. 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 at the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) Oil]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(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. Copyright (c) 2000 form software only The Lackner Group, Inc. Fotm REV-1500 EX (Rev_ 6-00) .' ADDITIONAL Personal Representatives Estate of Edith A. Holsinger SS# 209-12-7000 11/18/2001 ******************************************************* Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature ~. r:of~4 ~/0J J an E. Lescalleet 101 Lawrence Lane Name Address Line 1 Address Line 2 City, State, Zip Carlisle, PA 17013 Date / ~ ,;z 5-cJ,.L. Signature /I/~lbyl C ~;2 Name Address Line 1 Address Line 2 City, State, Zip Warren C. Holsinger, Jr. 790 Creek Road Carlisle, PA 17013 /~ .25- cJ c.. Date / , " REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RES!DENT DECEDENT ESTATE OF Edith A. Holsinger SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 551t 209 -12 - 7000 11/18/2001 FILE NUMBER 21-01-1116 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 Farmers National Bank DESCRIPTION #22-127-9 VALUE AT DATE OF DEATH 10,262.45 2 Farmers National Bank ft5004l74 12,144.59 3 Farmers National Bank burial fund certificate #39910597 3,896.31 4 Miscellaneous personal property/household goods 638.00 TOTAL (Also enter on line 5, Recapitulation) $ 26,941.35 (If more space is needed, insert additional sheets of the same size) Copyright Ie) 1996 form software only CPSystems, Inc. Form REV-150B EX (Rev_ 1-97) " REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERlTANCETAX RETURN RESI DENT DECEDENT ESTATE OF Edith A. Holsinger SCHEDULE F JOINTLY-OWNED PROPERTY SS/! 209-12 - 7000 11/18/2001 FILE NUMBER 21-01-1116 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A, SURVIVING JOINT TENANT(S) NAME Allen L. Holsinger ADDRESS 2273 Newville Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT son B, Warren C. Holsinger, Jr. 790 Creek Road Carlisle, PA 17013 son c, Joan E. Lescalleet 101 Lawrence Lane Carlisle, PA 17013 daughter continued JOINTLY-OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financiallnstltution and bank DATE OF DEATH DECD'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for jointly-held rea) estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1 E 01/07/98 Farmers National Bank . 3,143.60 33.33% 1,047.76 13990002 2 D 01/07/98 Farmers National Bank . 3,143.60 50.00% 1,571.80 #3990003 3 B 01/07/98 Farmers National Bank - 3,143.60 50.00% 1 ,571 . 80 1/3990004 4 A 01/07/98 Farmers National Bank - 3,143.60 50,00% 1,571. 80 #3990005 5 C 01/07/98 Farmers National Bank - 3,143.60 50.00% 1,571.80 1/3990006 6 A 02/03/98 Farmers National Bank - 2,087.42 50.00% 1 ,043 . 71 #3990022 7 B 02/03/98 Farmers National Bank - 2,087.42 50.00% 1,043.71 1/3990024 8 D 02/03/98 Farmers National Bank . 2,087.42 50.00% 1 ,043 . 71 1/3990025 9 C 02/03/98 Farmers National Bank - 2,087.42 50.00% 1,043.71 #3990026 10 E 02/03/98 Farmers National Bank - 2,087.42 33.33% 695.80 #3990028 Tot 1 of Contim ation Schedulers) 39,749.54 TOTAL (Also enter on line 6, Recapitulation) $ 51,955.14 T (If more space is needed insert additional sheets of the same size) Copyright (el 1996 form software only CPSystems, Inc Form REV-1509 EX (Rev. 1-97) Estate of: Edith A. Holsinger File #21-01-11l6 Sac See II: 209-12-7000 Date of Death: 11/18/2001 Continuation of Schedule F (Jointly Owned Property) Item Ltr for Date Description of property Total Val Deeds Dollar Val of II Jt Ten Joint of Asset % Int Deeds Int~rest 11 C 03/14/98 Farmers National Bank - 1,037.75 50.00% 518.88 113990054 12 B 03/14/98 Farmers National Bank - 1,037.75 50.00% 518.88 113990055 13 A 03/14/98 Farmers National Bank - 1,037.75 50.00% 518.88 1/3990056 14 D 03/14/98 Farmers National Bank - 1,037.75 50.00% 518.88 113990057 15 E 03/14/98 Farmers National Bank - 1,037.75 33.33% 345.88 1/3990058 16 D 04/23/98 Farmers National Bank - 2,054.69 50.00% 1,027.35 113990148 17 C 04/23/98 Farmers National Bank - 2,054.69 50.00% 1,027.35 113990149 18 B 04/23/98 Farmers National Bank - 2,054.69 50.00% 1,027.35 1/3990150 19 A 04/23/98 Farmers National Bank - 2,054.69 50.00% 1,027.35 1/3990151 20 E 04/23/98 Farmers National Bank - 2,054.69 33.33% 684.83 113990152 21 E 05/12/98 Farmers National Bank - 2,049.72 33.33% 683.17 1/3990165 22 C 05/12/98 Farmers National Bank - 2,049.72 50.00% 1,024.86 113990166 23 B 05/12/98 Farmers National Bank - 2,049.72 50.00% 1,024.86 1/3990167 24 D 05/12/98 Farmers National Bank - 2,049.72 50.00% 1,024.86 1/3990168 25 A 05/12/98 Farmers National Bank - 2,049.72 50.00% 1,024.86 113990169 ." Estate of: Edith A. Holsinger Sac See #: 209-12-7000 Date of Death: 11/18/2001 File #21-01-1116 Continuation of Schedule F (Jointly Owned Property) Item Ltr for 11 Jt Ten Date Joint Description of property Total Val of Asset Deeds % Int Dollar Val of Deeds Interest 26 E 06/04/98 Farmers National Bank - 1,018.45 33.33% 339.45 #3990216 27 D 06/04/98 Farmers National Bank - 1,018.45 50.00% 509.23 #3990217 28 B 06/04/98 Farmers National Bank - 1,018.45 50.00% 509.23 113990218 29 C 06/04/98 Farmers National Bank - 1,018.45 50.00% 509.23 #3990219 30 A 06/04/98 Farmers National Bank - 1,018.45 50.00% 509.23 113990220 31 E 07/20/98 Farmers National Bank - 1,012.76 33.33% 337.55 113990267 32 B 07/20/98 Farmers National Bank - 1,012.76 50.00% 506.38 #3990268 33 C 07/20/98 Farmers National Bank - 1,012.76 50.00% 506.38 113990269 34 A 07/20/98 Farmers National Bank - 1,012.76 50.00% 506.38 #3990270 35 D 07/20/98 Farmers National Bank - 1,012.76 50.00% 506.38 #3990271 36 C 08/10/98 Farmers National Bank - 2,020.10 50.00% 1,010.05 #3990298 37 D 08/10/98 Farmers National Bank - 2,020.10 50.00% 1,010.05 113990299 38 B 08/10/98 Farmers National Bank - 2,020.10 50.00% 1,010.05 #3990300 39 A 08/10/98 Farmers National Bank - 2,020.10 50.00% 1,010.05 113990301 40 E 08/10/98 Farmers National Bank - 2,020.10 33.33% 673.30 113990302 Estate of: Edith A. Holsinger Soc See #: 209-12-7000 Date of Death: 11/18/2001 File #21-0i-1116 Continuation of Schedule F (Jointly Owned Property) Item Ltr for It Jt Ten Date Joint Description of property Total Val of Asset Deeds % Int Dollar Val of Deeds Interest 41 E 09/03/98 Farmers National Bank - 1,007.29 33.33% 335.73 It3990318 42 E 10/03/98 Farmers National Bank - 1,003.11 33.33% 334.34 It3990363 43 E 11/03/98 Farmers National Bank - 2,002.14 33.33% 667.31 1/3990388 44 B 11/03/98 Farmers National Bank - 2,002.14 50.00% 1,001.07 1t3990389 45 D 11/03/98 Farmers National Bank - 2,002.14 50.00% 1,001.07 It3990390 46 A 11/03/98 Farmers National Bank - 2,002.14 50.00% 1,001.07 1t3990391 47 C 11/03/98 Farmers National Bank - 2,002.14 50.00% 1,001. 07 1/3990392 48 B 12/03/98 Farmers National Bank - 2,106.52 50.00% 1,053.26 It3990416 49 C 12/03/98 Farmers National Bank - 2,106.52 50.00% 1,053.26 #3990417 50 D 12/03/98 Farmers National Bank - 2,106.52 50.00% 1,053.26 It3990418 51 A 12/03/98 Farmers National Bank - 2,106.52 50.00% 1,053.26 #3990419 52 E 12/03/98 Farmers National Bank - 2,106.52 33.33% 702.10 1t3990420 53 D 09/03/00 Farmers National Bank - 2,014.55 50.00% 1,007.28 It3990920 54 C 09/03/00 Farmers National Bank - 2,014.55 50.00% 1,007.28 #3990921 Estate of: Edith A. Holsinger File #21-01-1116 Soc See 11: 209-12-7000 Date of Death: 11/18/2001 Continuation of Schedule F (Jointly Owned Property) Item Ltr for Date Description of property Total Val Deeds Dollar Val of 11 Jt Ten Joint of Asset % Int Deeds Interest 55 B 09/03/00 Farmers National Bank - 2,014.55 50.00% 1,007.28 113990932 56 A 09/03/00 Farmers National Bank - 2,014.55 50.00% 1,007.28 113990933 57 A 10/03/00 Farmers National Bank - 2,006.22 50.00% 1,003.11 1/3990961 58 D 10/03/00 Farmers National Bank - 2,006.22 50.00% 1,003.11 1/3 990 962 59 B 10/03/00 Farmers National Bank - 2,006.22 50.00% 1,003.11 1/3 990963 60 C 10/03/00 Farmers National Bank - 2,006.22 50.00% 1,003.11 113990964 -------------- 39,749.54 Estate of: Edith A. Holsinger Soc Sec #: 209-12-7000 Date of Death: 11/18/2001 File #21-01-1116 Continuation of Schedule F (Jointly Owned Property) SURVIVING JOIINT TENANT(S) NAME ADDRESS RELATIONSHIP D. Gerald R. Holsinger 798 Creek Road son Carlisle,PA 17013 E. Stephanie L. Holsinger 679 South Middlesex Road granddaughter Sara E. Holsinger Carlisle, P A 17013 granddaughter REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Edith A. Holsin~er SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY SSiI 209-12 - 7000 11/18/2001 FILE NUMBER 21-01-1116 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH ACOPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Farmers National Bank - IRA 14,935.21 14,935.21 1/9000081 TOTAL (Also enter on line 7, Recapitulation) $ 14,935.21 (If more space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1511 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Edith A. Holsinger SSfj 209-12-7000 11/18/2001 FILE NUMBER 21-01-1116 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES 1 Egger Funeral Horne 5,105.00 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's Fees IRWIN McKNIGHT & HUGHES 2,700.00 3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 255.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Cumberland Law Journal, estate notice publication 75.00 2 Register of Wills - filing fee 25.00 3 The Valley Times-Star, estate notice publication 69.20 TOTAL (Also enter on line 9, Recapitulation) $ 8,229.20 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Edith A Holsinger NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116{aX1.2)] Allen L. Holsinger 2273 Newville Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-01-1116 AMOUNT OR SHARE OF ESTATE 551ft 209-12-7000 11/18/2001 son 1/4 remainder 2. Warren C. Holsinger Jr. 790 Creek Road Carlisle, PA 17013 son 1/4 remainder 3. Joan E. Lescalleet 101 Lawrence Lane Carlisle, PA 17013 daughter 1/4 remainder 4. Gerald R. Holsinger 798 Creek Road Carlisle, PA 17013 son 1/4 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- 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) Copyright (C) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) LAW OFFICES OF iTEPHEN]. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 WILL OF EDITH A. HOLSINGER I, Edith Holsinger, of Newville, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. 1 I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. 2. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3 I direct that my entire estate be distributed as follows: A. Attached hereto is a memorandum designating specific items to be disbursed upon my death. B. I direct that my Executors shall have the right to distribute a memento from my estate of their choosing to my other grandchildren, Bernadette Green, Melinda Holsinger, Shelley Lyns, Frederick Lescalleet, Daniel Lescalleet and Ray Holsinger. C. I leave the rest of my estate to be divided equally between my four children, Gerald Holsinger, Warren Holsinger, Joan Lescalleet and Alien Holsinger. Should any of the above individuals predecease me I direct that their distributed share go to their estate. 4. I have a number of Certificates of Deposit each with a listed co-owner. My intent is that these Certificates of Deposit are owned jOintly with the right of survivorship and that titie to the entire certificate go to the co-owner upon my death. However, should any distribution of these CD's be made to my estate, I direct that such distribution go to the listed co-owner. ., 'r. . . I ...... / > r:::G'L~-c l.CI ) I . .' I,~.\.... ./, I- ) ,. . O{ ( 1..___-l_,C-."';"'- ----"'-'1--..... ' Y " /~r/"~/ ,., .... ,_ ~" -II..-; " ,', ,.... )/:1/ ') '-,/'- ,'- '. LAW OFFICES OF STEPHEN]. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE. PA 17013 5. I appoint my four children equally, Gerald R. Holsinger, Warren C Holsinger, Joan E. Lescalleet and Allen L Holsinger as Executors of this my last Will. If any of my children should predecease me or cease to act in such capacity, the Executors shall be the remaining children. 6 The Executors of th is Will shall have the power to distribute my estate in kind or in cash, or partly in either 7. I direct that no Executors acting under this Will shall be required to enter bond in any jurisdiction. IN WI1~ESS)NHEREOF, I Qaye hereunto set my hand this day of/.{C<JI ,20!...( / I , . (7 I (-f~ ; 5 ,'; ~ .x. I' ..1.-;.. / ( / r'" f r ~': L , r (- '-'~ """,. 'v~'"" ,<..... -EDITH A HOLSINGER ( / 1/' L_/~'" A' (' 'J/'. I~ . '7~, "-....- -', \-,/....;, /" r. 't" /./ '- LAW OFFICES OF TEPHENJ. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 The preceding instrument consisting of this and two other pages was on the day and date hereof signed, published and declared by EDITH A HOLSINGER, as and for her last Will in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. /u., ; I _~~r';{ ! ~: ( WITNESS \ \ (, ,..1 ,( r ,< (~ /1 . / ",_/ ",/,,/,/;'i("/ 'i,..' /wi, /1.-\..,1 WITNESS f , I I C/ .,:~ / .J'" "" . 1.( "_ . / )/ }, LAW OFFICES OF TEPHENJ. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 ACKNOWLEDGMENT State of Pennsylvania ss County of Cumberland I, EDITH A HOLSINGER, the testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. \ ' {' I .. ~" i. '. 'r I J ,J. .... . .~. i' j . . >< ',(,jil r ". (~~rl '/.Ct),J;/l EDITH A HOLSINGER - I ('i 0' Sworn to or affirmed and ,acknowledged efo.!J me by EDITH A. HOLSINGER, the testatnx, this i'7 day of /.-c'C:: f'e , 2001, / .:5-:;r't?:.;::7 _ . /,/ ::._/,/ ./.,!~v.~~',,<,:",v'~:~ Is Notanal Seal N~ ary PUblidAtt~rn~y./ '",;;/' lephen J Hogg, Notary Public ,f: '17' , r Carlisle 80ro, Cumberland C I ,. , My JommlSSlon EXPires SePlen.b~~JS? VIT State of Pennsy va ss County of Cumberland , \ ;1 ~, J/ "7/// We, ", 1/1/-111'1.- //1 \j",_?nd /.4(\)(<(( , < tk:::7.: the witnesses whose names are signed'to 'the attacl'1ed or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the Will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence, '-', .')" /7 / ) ;' .' '. \ I ' .1 /~ /, " . ( //,< \.' . " '--V/,,"// / ' /,] 1/\/;'- / "..-- '~'!H'; (,'.J I, , . ',<'. ..: J., \ _.', {"1 _ '-, L~ ~ _ _ _ ! "_.J , , i! :' / " , /~worn to or a?i?;:;'k~hd subscribed)Q bElfore me by witnesses, thiS ~ day of!, '--L~I ,2001,,-~~_.___ .._" U I / -/ ".-) :!-> , . ,//.- //--:,. ""..<,'<~-:'~// ---' '- ,../"", l_ /;/', / /rc?:4 Notary Publi IAttbrney Nolarial Seal Slephen J. Hogg, NOlary PUblic Carl/sle80ra, Cumberland County My CommisSion Expires Seplen.ber 3, 2001 . ~ FARMERS NATIONAL BANK OF NEWVILLE December 6, 2001 rD1.~. rr~~UW~~1 l~~ l:iJ ~ ~ DEe 10 2001 Roger B. Irwin, Esquire Irwin McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013 IRWIN, McKNiGHT 8, HUiJH RE: Estate of Edith A. Holsinger Dear Mr. Irwin: Mrs. Holsinger had the following certificates of deposit in this bank, all in her name with co-owner on each. The listing is by number, face value, issue date, co-owner and accrued interest. 113990002 $3,000.00 1/7/98 Sara & Stephanie Ho Is inger 143.60 1/3990003 3,000.00 1/7/98 Gerald Holsinger 143.60 1/3990004 3,000.00 1/7/98 Warren Holsinger Jr. 143.60 113990005 3,000.00 1/7/98 Allen L. Holsinger 143.60 1/3990006 3,000.00 1/7/98 Joan Lescalleet 143.60 1/3990022 2,000.00 2/3/98 Allen Holsinger 87.42 1/3990024 2,000.00 2/3/98 Warren Holsinger Jr. 87.42 1/3990025 2,000.00 2/3/98 Gerald Holsinger 87.42 1/3990026 2,000.00 2/3/98 Joan Lescalleet 87.42 1/3990028 2,000.00 2/3/98 Sara & Stephanie 87.42 1/3990054 1,000.00 3/14/98 Joan Lescalleet 37.75 1/3990055 1,000.00 3/14/98 Warren Holsinger Jr. 37.75 1/3990056 1,000.00 3/14/98 Allen Holsinger 37.75 1/3990057 1,000.00 3/14/98 Gerald Holsinger 37.75 1/3990058 1,000.00 3/14/98 Sara and Stephanie Holsinger 37.75 1/3990148 2,000.00 4/23/98 Gerald 54.69 1/3990149 2,000.00 4/23/98 Joan 54.69 1/3990150 2,000.00 4/23/98 Warren Jr. 54.69 1/3990151 2,000.00 4/23/98 Allen 54.69 1/3990152 2,000.00 4/23/98 Sara & Stephanie 54.69 1/3990165 2,000.00 5/12/98 Sara & Stephanie 49.72 1/3990166 2,000.00 5/12/98 Joan 49.72 1/3990167 2,000.00 5/12/98 Warren Jr. 49.72 1/3990168 2,000.00 5/12/98 Gerald 49.72 1/3990169 2,000.00 5/12/98 Allen 49.72 1/3990216 1,000.00 6/4/98 Sara & Stephanie 18.45 1/3990217 1,000.00 6/4/98 Gerald 18.45 1/3990218 1,000.00 6/4/98 Warren Jr. 18.45 1/3990219 1,000.00 6/4/98 Joan 18.45 1/3990220 1,000.00 6/4/98 Allen 18.45 1/3990267 1,000.00 7/20/98 Sara & Stephanie 12.76 1/3990268 1,000.00 7/20/98 Warren Jr. 12.76 1/3990269 1,000.00 7/20/98 Joan 12.76 $3990270 1,000.00 7/20/98 Allen 12.76 1/3990271 1,000.00 pH:jQ,,(9!3';h, :'<?"''''/IMl'\ I~': il . (71-;') "7"7(,'i\12 12.76 PAGE 2 113990298 2,000.00 8/10/98 Joan 20.10 113990299 2,000.00 8/10/98 Gerald 20.10 113990300 2,000.00 8/10/98 Warren Jr. 20.10 113990301 2,000.00 8/10/98 Allen 20.10 113990302 2,000.00 8/10/98 Sara & Stephanie 20.10 113990318 1,000.00 9/3/98 Sara & Stephanie 7.29 113990363 1,000.00 10/3/98 Sara & Stephanie 3.11 113990388 2,000.00 11/3/98 Sara & Stephanie 2.14 113990389 2,000.00 11/3/98 Warren Jr. 2.14 113990390 2,000.00 11/3/98 Gerald 2.14 1/3990391 2,000.00 11/3/98 Allen 2.14 113990392 2,000.00 11/3/98 Joan 2.14 1/3990416 2,000.00 12/3/98 Warren jr. 106.52 113990417 2,000.00 12/3/98 Joan 106.52 113990418 2,000.00 12/3/98 Gerald 106.52 113990419 2,000.00 12/3/98 Allen 106.52 113990420 2,000.00 12/3/98 Sara & Stephanie 106.52 113990920 2,000.00 9/3/00 Gerald 14.55 113990921 2,000.00 9/3/00 Joan 14.55 113990932 2,000.00 9/3/00 Warren Jr. 14.55 113990933 2,000.00 9/3/00 Allen 14.55 113990961 2,000.00 10/3/00 Allen 6.22 113990962 2,000.00 10/3/00 Gerald 6.22 113990963 2,000.00 10/3/00 Warren Jr. 6.22 113990964 2,000.00 10/3/00 Joan 6.22 Mrs. Holsinger also had a checking accountIl22-l27-9 in her name alone with a date of death balance of $10,254.91 plus 7.54 accrued interest; and a savings account 115004174 with a balance of $12,114.10 with 30.49 accrued interest; an IRA 119000081 with a balance of $14,897.08 with 38.13 accrued interest; and an irrevocable burial fund certificate 1139910597 of $3,783.55 plus 112.76 accrued interest. Sincerely yours, ~~~/^j~~r Carolyn H. KOU~. Executive Vice President MILLER'S AUCTIONEERING SERVICE KEITH R MILLER 494 BRICK CHURCH ROAD NEWVILLE, PA. 17241 (717) 776-6692 APPRESIAL REPORT OF PERSONAL PROPERTY Prepared for: Gerald Holsinger, Warren C. Holsinger JR., and Allen C. Holsinger. EXECUTOR'S Prepared for: Joan E. Lescalleet EXECUTRIX EST A TE of: Edith A. Holsinger 1 Fairfield Avenue Newville, P A. 17241 ATTORNEY: Roger Irwin AS of: November 24,2001 Purpose: Inheritance Tax BY: Miller's Auctioneering Service 494 Brick Church Road Newville, Pa. 17241 Keith R. Miller, Auctioneer # AU-2863-L MILLER'S AUCTIONEERING SERVICE KEITH R MILLER 494 BRICK CHURCH ROAD NEWVILLE, P A. 17241 (717) 776-6692 I am an Auctioneer, licensed by the Commonwealth of Pennsylvania, having ten years experience in sales and in appraising personal property. Purpose of Appraisal The purpose of this Appraisal is to estimate the market value of the subject personal property. The type of value placed on all items listed is fair market value. I have no present or contemplated future interest in the personal property. Definition of Fair Market Value The most probable price, as of a specified date in cash or in terms equivalent to cash, or in other precisely revealed items for which the specific property rights should sell after reasonable exposure in a competitive market under all conditions requisite to a fair sale, with the buyer and seller each acting prudently, knowledgeably and for self interest, and assuming that neither is under undue duress. (Appraisal Institute - 1992) Reference material for obtaining prices includes past sales tickets. ~... ?~..."I . ' .. - / '-( Keith R. Miller AUL2863L BEDROOM # 1 Dresser w/mirror 4 Drawer Dresser Double bed wlbox spring and mattress Free standing sewing machineIBrother BEDROOM # 2 Sewing machine Sewing Stool Wash Stand w/wooden backboard 4 Drawer chest of drawers 5 Drawer chest of drawers 6 Foot folding table Single beds Particial Board 4 foot high cabinet BEDROOM # 3 2 Single beds padded top head boards Blonde 4-drawer dresser 2 End stands Wood wardrobe w/drawers on side KITCHEN Modern Formica top table with the side chairs Wooden highchair/mid 50's Kelvinator refrigerator Stove built in To be sold with house LIVING ROOM Television/Sylvania floor model Blue crushed velvet sofa and 2 matching chairs Pair globe lights with chimneys electrified Pair pelican ash trayslbi metal Necklace black onyx bi metal cameo Pink recliner $35.00 $27.50 $24.00 $ 2.00 $ 2.00 $17.50 $85.00 $27.00 $30.00 $22.00 $22.00 $22.00 $65.00 $85.00 $18.00 $45.00 $12.00 $ 45.00 $15.00 $ 7.00 $12.00 $18.00 TOTAL $638.00 COMMONWEALTH OF PENNSYl VANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ROGER B IRWIN ESQUIRE 60 W POMFRET STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 209-12-7000 FILE NUMBER: 21 - 200 1 - 1116 DECEDENT NAME: HOLSINGER EDITH A DATE OF PAYMENT: 01/28/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/18/2001 NO. CD 000804 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,659.50 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROGER B IRWIN ESQUIRE CHECK#18202 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $3,659.50 MARY C. LEWIS REGISTER OF WILLS G COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l. J 55: Gerald R. Holsinger, ~llen L. Holsinger, Joan E. Lescalleet and Warren C. Holsinger, Jr. being duly sworn .~__ according to law, deposes and says that they are the Executors of the Estate of Edith A. Holsinger late of ___tl1e_Bor"ough of Newville_ ----______, Cumberland County, Pa., deceased and that the within is an inventory made by the above-named parties, ,_ _____, the said Executors of the entire estate of said decedent, consisting of all the personal proptirty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value .. of the dete of d"edeot', deeth. 41 ;<.~ Sworn and subscribed before me, Gerald R. HolHnger, 7 Creek Road, Carlisle, PA 17013 ~~ len L.- H~in~e Road, Carlisle, PA 17013 ~~e~~~~ce Lane, Carlisle, PA 17013 ,j v/~ C. ~'lJP~ Warren C. Holsinger, ~. 90 Creek Road, Carlisle, PA 17013 Notarial Seal Jaeq e ne L Drawbaugh, Notary P lie Ca isle Bora, Cumberland County My Commission Expires Aug. 14,2003 Date of Death Member, Pennsylvania Association ot Notaries 18 Day 11 2001 Month Year I. 2. 3. 4. INSTRUCTIONS An inventory must be filed within three months after appointment of personal represe~ative. A supplement inventory must be filed within thirty days of discovery of additional ~~. f3 :j-,:' Additional sheets may be attached as to personalty or realty ~r ' c- " ?=" See Article IV, Fiduciaries Act of 1949. z N CO -0 I.."J N 0-. 'JJ ::tJcc ~~ 0, I....,...,,". \'::,-~~ QJ .--l .--l 'M ~ " en >- QJ a> QJ ~ I- W 0<:: Z '" l-l ::r: >- c:: I- ~ III 'M 0 \.0 W -< 0 lH Q) ;::l :::> ....... 0:: a.. I- Z 0 u ::r: ....... 0 tn H Q) a> UJ ....... 0 w w en ...c: c 0\ ~ >- c:: III Gl <<l I to- J: a.. H a.. c ....... Z I- ..J LL 0 ;::l III .. ... H 0 ..J -< 0 p:: 0 a.. !:l 0 ::r: I W LL -< W l-l 'M == 0 ....... > 0 c:: 0 >. ~ -< H N Z ~ P=l +- l-l Z Z 0 c: C ::J H ~ 0 tn Z ::r: QJ 0 () c:: H ...c: U ~ Z w <e:( H +JI 4Ito P=l a.. Q " .. ~ c l-l Z III - -.:: QJ H 0 Q) 01) ~ .J:l 0 Q) E " ~ 0<:: H +- -! 0 III ::J 0 ..J U ~ llQ lnventory of the real and personal estate of EDITH A. HOLSINGER deceased 1. Farmers National Bank - $22-127-9. 10,262 45 2. Farmers National Bank - #5004174 . 12,144 59 3. Farmers National Bank - Burial Fund Certificate #39910597. 3,896 31 4. Miscellaneous Personal Property/Household Goods. . . . . . . 638 00 TOTAL . . . . . . . . . . . . . . . . 26,941 35 [I I I I \.. /7-c:.26-/~ 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 ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE .02 MAF< 1 8 P 2 : 1 9 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-11-2002 HOLSINGER 11-18-2001 21 01-1116 CUMBERLAND 101 '* REY-1541 EX AFP (01-02) EDITH A t~, ;;'" PA Ili'Jlll3r:-..11S3 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i5'4-j-E3f-AFP--foY:02Y-NoYicE--oF-YNHERYTANcE-i"-A'x-A-PPRAYSEirENT~--Aii-oWAN-CE-OR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOLSINGER EDITH A FILE NO. 21 01-1116 ACN 101 DATE 03-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will 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: 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 Cl) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 26,941.35 51.955.14 14.935.21 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 8,229.20 .00 nl) Cl2) (13) Cl4) NOTE: .00 85,602.50 .00 .00 X 00 = X 045 = X 12 = X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 93,831.70 8.229 20 85,602.50 .00 85,602.50 Cl9)= .00 3,852.11 .00 .00 3,852 . 11 , n. (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-28-2002 CDOO0804 192.61 3,659.50 TOTAL TAX CREDIT 3,852.11 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 MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiratiDn Df any estate fDr life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 Df 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed Dn the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested Dn the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for fDrms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allDwance, or disallowance of deductiDns, or assessment of tax (including discDunt Dr interest) as shDwn Dn this NDtice must Dbject within sixty (60) days of receipt of this Notice by: --written protest tD the PA Department of Revenue, Board Df Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electiDn to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discDvered on this assessment shDuld be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanatiDn of administratively cDrrectable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57.) discount of the tax paid is allDwed. The 157. tax amnesty non-participation penalty is cDmputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated Dn this notice. Interest is charged beginning with first day of delinquency, or nine (9) mDnths and one (1) day frDm the date Df death, to the date Df payment. Taxes which became delinquent befDre January 1, 1982 bear interest at the rate Df six (67.) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent Dn and after January 1, 1982 will bear interest at a rate which will vary frDm calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates fDr 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Da ily Interest FactDr 1982 207. .000548 1992 97. .000247 1983 167. .000438 1993-1994 77. .0001n 1984 117. .000301 1995-1998 97. .000247 1985 137. .000356 1999 77. .000192 1986 107. .000274 2000 87. .000219 1987 97. .000247 2001 97. .000247 1988-1991 117. .000301 2002 67. .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shDwn on the Notice, additiDnal interest must be calculated. ~/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: EDITH A. HOLSINGER Date of Death: NOVEMBER 18.2001 No. 21-01-1116 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: -L Yes _ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. Ifthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. ,~ C. , Date: C.4/25/02 ~0~ Signature . IRWIN, McKNIGHT & HUGHES U-'l C"-l :'""'-....1 P ~ .......;- '0 -""'--"" Roger B. Irwin. Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle. P A 17013 City, State, Zip (717) 249-2353 Telephone Number Capacity: X Personal Representative Counsel for Personal Representative