HomeMy WebLinkAbout01-1150
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
Robert B. Edmiston
No.
21-01-1150
also known as
, Deceased
Social Security No. 200-22-9730
Petitioner(s), who isJare 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
CJI
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executor named in the Last Will of the
Decedent, dated February 24. 1999 and codicil(s) dated
State relevant circumstances, e.Q., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for
probate; was not the victim of a killing and was never adjudicated incompetent:
Decedent married Jane Petrie
CJI B. Grant of Letters of Administration
(c.t.a., d,b.n.c.t.a.: pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
spouse (if anv) and heirs:
I Name Relationshio Residence I
. .
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or
principal residence at 2 Pewter lane. BoilinQ SprinQs, PA 17007 (South Middleton Township)
(list street, number and municipality)
Decedent, then 72 years of age, died November 9. 2001, at Carlisle Hospital. Carlisle. PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ 5.000
(If not domiciled in PAl Personal property in Pennsylvania ............................ $
(If not domiciled in PAl Personal property in County ................................. $
Value of real estate in Pennsylvania .......................................................... $
Total .......... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 5,000
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
I
d. _ /)";,70'
" ,- V <:;!c nature
L
Tvoed or orinted name and residence
I
Jane Petrie, 2 Pewter Lane, Boilina SorinQs, PA 17007
Fonn RW-, Page 1 of 2 (Dauphin County - Rev. 9/92)
· Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed ? c.--=. O..eZ:~:~::./
before me this
18th
day of
DECEMBER 2001
~)'2uyQ~~-4U~
DECREE OF REGISTER
Estate of Robert B. Edmiston
Deceased No. 21-01-1150
also known as
Social Security No: 200-22-9730
Date of Death: November 9, 2001
AND NOW, DECEMBER 20, , 2001, in consideration of the Petition on the reverse
side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters :laTestamentary D of Administration
(c.I.a.; a.b.n.c.t.; pendente lite: durante absentia; durante minor1tate)
are hereby granted to
Jane Petrie
in the above estate and that the instrument(s), if any, dated 02-24-1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters........ .......... ..... .... $ 25.00
Short Certificate(s) (1 )... $ 3.00
Renunciation (1)............ $ 5.00
Affidavit ( )... ............ ... $
Extra Pages ( )........... $ 24.00
Cod icil. ...... . ... .. . .. .. . . ... .... $
J C P Fee........................ $ 5.00
Inventory & Tax Forms... $
Oth e r.. . . .. .. .. .. . .. . .. . . . . . .. '.. . $
TOTAL............... . $ 62.00
~~
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'1 egister of Wills ry
Attorney:
1.0. No:
Address:
Elvse E. ROQers
41274
415 Fallowfield Rd. Suite 301
Camp Hill. PA 17011
717-612-5801
Telephone:
DATE FILED:
Fonn RW-1 Page 2 of 2 (Dauphin County - Rev. 9/92)
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Last Will and T <estam<ent
OF
ROBERT B. EDMISTON
I, ROBERT B. EDMISTON, of Boiling Springs, Cumberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether payable by my estate or by
any recipient of any property, shall be paid by the Executor out of the residue of
my estate, as an expense and cost of administration of my estate. The Executor
shall have no duty or obligation to obtain reimbursement for any such tax so paid,
even though on proceeds of insurance or other property not passing under this
Will.
ITEM II: I direct the Executor to pay the expenses
of my last illness and funeral expenses from the residue of my estate as an
expense and cost of administration of my estate.
ITEM III: I give and bequeath to my children all of
my household furniture and furnishings, books, pictures, jewelry, silverware,
automobiles, wearing apparel and all other articles of household or personal use or
adomment and all policies of insurance thereon, to be divided among them as they
shall agree. Should there be no agreement, such property shall be divided among
them by the Executor in as nearly equal Ilortions as is deemed practical in the sole
discretion of the Executor, having due regard to the personal preferences of my
children.
Page 1
RU-
ITEM IV: I give, devise and bequeath all the rest,
residue and remainder of my estate, not disposed of in the preceding portions of
this Will, as follows:
(i) the greater of FIFTY (50%) PERCENT of the residue or
ONE HUNDRED THOUSAND ($100,000) DOLLARS to JANE
PETRIE; and
(ii) the balance to my children, to be divided equally among
them. If any of my children does not survive me, his or her share
shall be paid to his or her then living issue, per stirpes.
ITEM V: No part of the income or principal of the
property held under any Trust created by this Will shall be subject to attachment,
levy or seizure by any creditor, spouse, assignee or trustee or receiver in
bankruptcy of any beneficiary prior to his or her actual receipt thereof. The
Trustee shall pay over the net income and the principal to the parties herein
designated, as their interests may appear, without regard to any attempted
anticipation, pledging or assignment by any beneficiary under a Trust, and
without regard to any claim thereto or attempted levy, attachment, seizure or
other process against said beneficiary.
ITEM VI: The Executor shall possess the following
powers, exercisable without court approval and in a fiduciary capacity only:
(a) To retain any investments I have at my death, including
specifically those consisting of stock of any bank even if I have named
that bank as the Executor.
Page 2
j?'gi:
(b) To vary investments and to invest in bonds, stocks,
notes, real estate mortgages or other securities or in other property,
real or personal, without being restricted to so-called "legal
investments", and without being limited by any statute or rule of law
regarding investments by fiduciaries.
(c) In order to divide the principal of my estate or make
distributions, the Executor is authorized to distribute personal
property and real property partly or wholly in kind, and to allocate
specific assets among beneficiaries so long as the total market value
of each share is not affected by the division, distribution or allocation
in kind. The Executor is authorized to make, join in and consummate
partitions of lands, voluntarily or involuntarily, including giving of
mutual deeds, or other obligations, with as wide powers as an
individual owner in fee simple.
(d) To sell either at public or private sale any or all real or
personal property severally or in conjunction with other persons, and
to consummate sale(s) by deed(s) or other instrument(s) to the
purchaser(s), conveying a fee simple title. No purchaser shall be
obligated to see to the application of the purchase money or to make
inquiry into the validity of any sale. The Executor is authorized to
make, execute, acknowledge and deliver deeds, assignments, options
or other writings as necessary or convenient to carry out the powers
conferred upon the Executor.
(e) To mortgage real estate, and to make leases of real
estate.
Page 3
(j((f1!::
(f) To borrow money from any person, including the
Executor, to pay indebtedness of mine or of my estate, expenses of
administration or inheritance, legacy, estate and other taxes, and to
assign and pledge assets of my estate.
(g) To pay all costs, taxes, expenses and charges in
connection with the administration of my estate.
(h) To make distributions of income and of principal to the
proper beneficiaries, during the administration of my estate, with or
without court order, in such manner and in such amounts as my
Executor deems prudent and appropriate.
(i) To vote shares of stock which form a part of my estate,
and to exercise all the powers incident to the ownership of stock.
(j) To unite with other owners of property similar to
property in my estate to carry out any plans for the reorganization of
any company whose securities form a part of my estate.
(k) To disclaim any interest in property which would devolve
to me or my estate by whatever means, including but not limited to
the following means: as beneficiary under a will, as an appointee
under the exercise of a power of appointment, as a person entitled to
take by intestacy, as a donee of an inter vivos transfer, and as a
donee under a third-party beneficiary contract.
(I) To prepare, execute and file tax returns of any type
required by applicable law, and to make all tax elections authorized
bylaw.
Page 4
f(.??f
(m) To allocate administrative expenses to income or to
principal, as the Executor deems appropriate. However, no allocation
to income shall be made if the effect of the allocation is to cause a
reduction in the amount of any estate tax marital deduction or estate
tax charitable deduction.
(n) To employ custodians of property, investment or business
advisors, accountants and attorneys as the Executor deems
appropriate, and to compensate these persons from assets of my
estate, without affecting the compensation to which the Executor is
entitled.
(0) To do all other acts in the Executor's judgment deemed
necessary or desirable for the proper and advantageous management,
investment and distribution of the estate.
ITEM VII: Any person who has died at the same
time as I have, or in a common disaster with me, or under such circumstances
that the order of our deaths cannot be established by proof, or within thirty (30)
days of my death, shall be deemed to have predeceased me.
ITEM VIII: If a beneficiary under the age of
twenty-one (21) years is entitled to receive assets under this Will, my oldest living
child shall receive those assets as Custodian for the beneficiary under the
Pennsylvania Uniform Transfers to Minors Act. The Custodian may receive and
administer all assets authorized by law, and shall have full authority as provided
in the Pennsylvania Uniform Transfers to Minors Act to use assets in the manner
the Custodian deems advisable for the best interests of the beneficiary. I also
designate my oldest living child as successor Custodian of any property for which I
Page 5
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am custodian under any Uniform Gifts to Minors Act or Uniform Transfers to
Minors Act.
ITEM IX:
I hereby nominate, constitute and
appoint JANE PETRIE and my daughter, REBECCA TOMASIC, to be the
Executors. The Executors are specifically relieved from the duty or obligation of
filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding five (5) pages, at the
end of each page of which I have also set my initials for greater security and
better identification this;/f day of~ ,1921
~~
ROBERT B. EDMISTON
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testator as and for his
Last Will and Testament, in the presence of us, who, at his request and in his
presence and in the presence of each other, have hereunto set our hands and seals
the day and year first above written, and we certify that at the time of the
execution thereof, the said Testator was of sound and disposing mind and memory.
(i "'1 lu Jl-y'~1\ \(LAQO( b:L<SEAL)
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(SEAL)
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Page 6
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF f)~.
)
) SS:
)
I, ROBERT B. EDMISTON, Testator, 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
and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
~ V-?~EAL)
ROBERT B. EDMISTON
Swom to and subscribed before
me this .:2'/ih day of
Fe. br u It,. r ' 197'?-
/,{~ dt.~
Notary Public
My Commission Expires:
(SEAL)
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF [)~'
)
) SS:
)
l. ~- ~tr ~' k~--- , lJLlir /11. b, /iJ,,//j/ and
, the Witnesses whose names are signed to the
nstrument, being duly qualified according to law, do depose
and say that we were present and saw Testator, ROBERT B. EDMISTON, sign
and execute the instrument as his Last Will and Testament; that Testator signed
willingly and that he executed said Will as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the
Testator signed the Will as Witnesses; and that to the best of our knowledge the
Testator was at that time eighteen (18) or more years of age, of sound mind and
under no constraint or undue influence.
(D\A ur.J lXi/I V(t( tv-
Witness
YtM&~~~
. Witness
Sworn to and subscribed before
me this .;7.1/ i. it day of
Fe b r<<al' Y , 1999.
~~ar;pu~
My Commission Expire
(SEAL)
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21-01-1150
CUMBERLAND
Register of Wills of ~;County, Pennsylvania
RENUNCIATION
Estate of Rohprt R Rrlmi ~t on
No.
also known as
. Deceased
The undersigned, Rebecca Tomasic, daught er
!P.e!atlonshlpl ICapac:;'1)
the above Decedent. hereby renounce(s) the right to administer the estate and respecttully rellup.stls) (:-,at
Letters
Testamentary
be issued to Jane Petrie
Witness
~
hand this
11-
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day 01
Dee.-e h bel
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(Signature)
91 Encantado Loop, Santa Fe, NM 87508
(Address I
(Signature)
(Address)
(Srgn;;[L;fCI
(A.ddress)
Sworn to or affirmed and subscrlbec
b~ 18 -t--i\- day 01
,~ 2001;
~~
My Commission Expires:
l'-----'t\iOTARIAL SEAL ----]1
CYNTHIA J, RULE, Notary Public
Camp Hill Bom., Cumberland Count'!
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Robert B. Edmiston
Date of Death:
November 9,2001
Will No.
Admin. No. 21-01-1150
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the
above-captioned estate on
_ _1lc. u'...-V'kk>-or~ l(:X~ I
Name
Address
Rebecca Edmiston Tomasic
Marv Edmiston
J effrev Edmiston
Bruce Edmiston
Robert Edmiston, Jr.
Jane P. Edmiston
91 Encantado Loop, Santa Fe, NM 87508
5830 Hudson Wharf Road, Cambridge, MD 21613
1601 Potato Valley Road, Harrisburg, PA 17112
P.O. Box 4664, Park City, UT 84060
41 N. Democrat Alley, Kamas, UT 84036
2 Pewter Lane, Boiling Springs, P A 17007
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
- (,
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~(\Sig~atuSD )
Date: /,) / ) ~ - C /
Elyse E. Rogers, Esquire
Name
415 Fallowfield Road, Suite 301
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Camp Hill, PA 17011
Address
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HEATH L. ALLEN
N. DAVID RAHAL
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY, ..JR.
..JOHN H. ENOS III
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
..JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
WAYNE M. PECHT
ELYSE E. ROGERS
CRAIG A. LONGYEAR
DONALD M. LEWIS III
BRIDGET M. WHITLEY
..JOHN A. FEICHTEL
ANN McGEE CARBON
ELIZABETH ..J. GOLDSTEIN
BARBARA A. GALL
STEPHANIE KLEINFELTER
KEEFER WOOD ALLEN & RAHAL, LLP
415 F ALLOWFIELD ROAD. SUITE 301
CAMP HILL, PA 17011-4906
ESTABLISHED IN 1878
OF COUNSEL:
SAMUEL C. HARRY
PHONE 717-612-5800
FAX 717-612-5805
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG, PA 17101
EIN No. 23-0716135
www.keeferwood.com
PHONE 717-255-8000
August 6, 2002
717 -612-5808
cswindler@keeferwood.com
Via: Certified Mail
Cumberland County Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Robert B. Edmiston
File #21-2001-1150
Dear Sir/Madam:
Enclosed herewith for filing please find the following:
1. Pennsylvania Inheritance Tax Return (filed in duplicate;)
2. Inventory;
3. Check in the amount of $25.00 in payment of your filing fee.
4. Check in the amount of $3,956.02 in payment of tax due.
Kindly acknowledge receipt of these documents by time-stamping the
enclosed copy of this letter and returning it to our office. Thank you.
/cds
90698
Enclosure
Si~. c?erely. YO.. urs, \ J\ .
l{~~.&\~.r
o;)e D. Swindler,
Legal Assistant to
Elyse E. Rogers
REV-1500 EX + (6-00) . OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 I "7- .:2 y- :)
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 1150
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Edmiston, Robert B. 200-22-9730
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT.
11/09/01 07/19/1929 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Petrie, Jane
3. Remainder Return
CHECK r Original Return ~' Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Inlerast Compromise 5. Federal Estate Tax Return Required
(dateo/death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach copy of Willj (Attach a copy 01 Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (dale 01 death oetween D 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach SchO)
:fij1i!~!!MY$%IlIlQQM#U'ifijP;At#QQtljjll$ilQml,#.qij.4P!!!!ipgIfl'IAliriXj!l!@jjMl\TIQjijrj;jijQ!!!Jl(lit!!!\$}filQiti;ji
NAME COMPLETE MAILING ADDRESS
COR- Elyse E. Rooers, Esquire 415 Fallowfie1d Road
RE- FIRM NAME (If Applicable) Carrp Hill, PA 17011
SPON
DENT Keefer Wcx:x:l Allen & Rahal, LLP
TELEPHONE NUMBER
717-612-5801
Real Estate (Schedule A) (1) None OFFICIAL USE ONLY
1.
2. Stocks and Bonds (Schedule B) (2) 7,226.00
3. Closely Held Corporation, Partnership or Sole-proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal ,
Property (Schedu'e E) (5) 4,996.20
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested (6) 87,911.63
RECA- ...,
PITULA- 7. InterNivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 174,804.76
8. Total Gross Assets (total Lines 1-7) (8) 274,938.59
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9,312.76
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 249.09
11. Total Deductions (total Lines 9 & 10) (11) 9, 561. 85
12. Net Value of Estate (Line 8 minus Line 11) (12) 265,376.74
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 265,376.74
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(12) 177,465.11 x.o 0 (15) 0.00
TAX 16. Amount of Line 14 taxable at lineal rate 87,911.63 X .0 45 (16) 3,956.02
0.00 -
COMPU- 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00
TATION 18. Amount 01 Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 3,956.02
20. D IOij!$)Kij~ei#YQjjAAeijeQllejttji'@AR~!lPQ#AfjpVijijM~lfl'tl
o PA15001
......................................."".IilI;;$V!'!~lQ.A!l$WalA4!)QQe$tIP!l$qN.f'AG~?ANP..l'lI1(lHe:lKMAll1~%.....................
NTF 29755
Copyright 2000 Graatland/Nelco Lp. Forms Software Only
.
.
Estate of: Robert B. Edmiston
SUMMARY OF 1\LLCCATIONS TO BENEFICIARIES
Taxable at lineal rate
Verda D. Edmiston
87,911.63
21-2001-1150
PA REV-1500 EX (6-00)
Decedent's Com lete Address:
STREET ADDRESS
2 Pewter Lane
.
.
Page 2
CITY
Bailin ri s
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17007
(1)
3,956.02
3. Interest/Penalty jf applicable
D. Interest
E. Penalty
Total Crealts (A + B + C)
(2)
0.00
T otallnteresVPenalty (0 + E)
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
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 tax due.
8. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make. Check. Payable.to: REGISTER .OF .WILLS, .AG.ENT.
(3) 0.00
(4)
(5) 3,956.02
(SA) 0.00
(5B) 3, 956 . 02
. .. PLEASEANSWER THE. FOL~OWING Q~~S"IO~SBY~LA6INci~N
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.
Under penalties of periur)', I declare that J 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 01 preparer other than the personal representative is based on information of
which preparer has any knowledae.
SIGN URE OF PERSON SPONSIBLE FOR FILING RETURN DATE
7 - 3 c' 0
Yes No
~ I
B ~
E9
o
DATE
C _C L
PA 17011
on on
[72 P.S. i 9116 (a) (1.1) (i)].
For dates ot death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or tor the use oj the surviving spouse is 0% [72 P.S. 89116 (a) (1.1) (ii)].
The statute dOA!; nnt AXf'''mnt a translerto a surviving spouse from tax, and the statutory requirements lor disclosure of assets and filing a tax retum are still applicable even if
the survivinc spouse is the only beneficiary
For dates of death on or atter 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 01 a natural parent, an adoptive parent,
or a stepparent of the child is 0% (72 P.S. 119116(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 i 9116(1.2) (72 P.S. %9116(a)(1)J.
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, i 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.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
.
.
Estate of: Robert B. Edmiston
21-2001-1150
'TIle following person(s) are signing the return as representative(s) of the estate:
Jane Petrie
2 Pewter Lane
Boiling Springs, PA 17007
-
REV-1503 EX+ (1-97) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert B. Edmiston
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2001-1150
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
1 Merrill Lynch account #872-33719 owned as tenants in common with
decedent's ex-wife, Elinor Edmiston
Full value = $750
375.00
2 221 shares of Prudential Financial at $31/share
6,851.00
7 CPA31 NTF 10905
Copyright Forms Software Only. 1997 Nelco, Inc.
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7,226.00
FC, BRENNER,ROBERT
KAI PRC
ACCT, 872-33719
MR ROBERT B EDMISTON AND
MRS ELINOR S EDMISTON TIC
#2 PEWTER LANE
BOILING SPRGS PA 17007
PAY
CSH
SETB
SETD 8/31/01
FF, N
PRV YR,
SEC #
841H4 C
84152 C
--/--/99
CUSIP #
56Y99B912
140436205
.
CUSTOMER ACCOUNT ASSETS
SS#, 200-22-9730 (717) 258-5578
POS/PGS, 2/ 02
UNPRC 1
12/-- INT, .00
MCSH .00
INTC .00
FME 0
SMA .00
MCAL .00
TCAL .00
UPDATE, N
o 3,025
DESCRIPTION ----
ML LEE ACQUISITION FU
CAPITAL REALTY INVEST
.00
.00
.00
<END>
503,998
-QUANTITY -
10
5
15,19
ACCT
T-VAL
RAFND
STFND
C-MNY
C-OTH
BCORT
I/ANU
MFA
CURR PX
75.0000
.
02/11/02 PG 1
COB 02/08/02
Fe, 8163
TYPE, MGN
750.00
.00
.00
.00
.00
.00
.00
.00
VALUE --
750
I.
.
REV-15GB EX + (1-97)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert B. Edmiston
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
. PERSONAL PROPERTY
FILE NUMBER
Include proceeds of litigation & dale proceeds were received by the estate. All Drop. Jointly-owned with rlaht of survivorshIp must be disclosed on Sch. F.
ITEM VALUE AT
NO. DESCRIPTION DATE OF DEATH
21-2001-1150
1 F&M Trust Checking Account #33-14936
4,901.42
2 Health insurance refund for prescriptions
94.78
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,996.20
.
.
RE:
ROBERT B. EDMISTON
ACCOUNT INFORMATION
DATE OF DEATH
11-9-2001
~CHECKING
SAFE DEPOSIT
SAVINGS
___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED 5-29-1997
DATE CLOSED
1-11-2002
ACCOUNT NUMBER
33-14936
ACCOUNT BALANCE AT DATE OF DEATH
54.901 42
ACCRUED INTEREST NON-INTEREST BEARING ACCOUNT
TOTAL ACCOUNT BALANCE 54.901.42
NAME(S) ON ACCOUNT ROBERT B. EDMISTON
---------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS
CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED
ACCOUNT NUMBER
ACCOUNT BALANCE AT DATE OF DEATH
DATE CLOSED
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
------------------------------------------------------------------
REV-1509 EX + (1-97)
.
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert B. Edmiston
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-2001-1150
SURVIVING JOINT TENANT(S) NAME
A Verda D. Edmiston
If an asset was made Joint within one year 01 the decedent's date of death, It must be reported on Schedule G.
ADDRESS
500 Mary1yn Avenue
State College, PA 16801
RELATIONSHIP TO DECEDENT
l\bther
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
Include name of financial institution and bank
ITEM FOR MADE account number or similar identifying number. DATE OF DEATH DECO'S VALUE OF
JOINT
NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTSINTERES
1 A 11/04/75 Oirega Bank Checking Account 6,376.01 50% 3,188.00
j oint with decedent's rrother,
Verda D. Edmiston
2 A OS/25/84 Me=ill Lynch Account 169,447.27 50% 84,723.63
#872-35832 joint with
decedent's rrother, Verda D.
Edmiston as joint owner with
right of survivorship
TOTAL (Also enter on line 6, Recapitulation) $ 87,911. 63
T
7 CPA91 NTF 10909
(If more space is needed, insert additional sheets of the same size)
COPyright Forms Software Only, 1997 NelcQ, loc
-
@ "~t~~~~d\l~~c~-;';~~~" B.nk
January 15, 2002
KEEFER WOOD ALLEN & RAHAL LLP
115 FALLOWFIELD ROAD SUITE 102
CAMP HILL PA 17011-4906
Dear Sirs:
This letter is in regards to the accounts that Robert B. Edmiston held
at our financial Institution. Listed below is the information that you
requested.
Checking Account: # 1311581
Balance as of DOD: $ 6,375.57
Accrued Interest: $ .44
Date Opened: 11/4/75
Account Title: Robert B. Edmiston
Verda D. Edmiston-Mother
If I can be of further assistance to you, please do not hesitate to call
or write.
Sincerely,
J~~~
Felicia Shultz
Deposit Service Representative
(800) 494-1810 ext. 2061
PO Box 298 State College, PA 16804-0298 Customer Information Center, Toll Free: 1-877-861-7800
~.(}",e'JalbtaH~iat.(.6Ht,
.
Estate Valuation
Date of Death:
Valuation Date:
Processing Date:
11/09/2001
11/09/2001
02/13/2002
Shares
or Par
Security
Description
High/ASk
1)
337 OPL INC (233293109)
NYSE
11/09/2001
24.89000
21
400 NB CAP TR I (628956203)
TOPRS 7.84%
NYSE
11/09/2001
25.18000
31
492 NATIONAL FUEL GAS CO N J (636180101)
NYSE
11/09/2001
23.82000
41
1723 OMEGA FINL CORP (682092101)
NASDAQ
11/09/2001
31.00000
5)
700 PPL CAP FOG TR I (69352F204)
PEPS UNITS
NYSE
11/09/2001
20.60000
61
1637 MERRILL LYNCH GtB INVT&RETIREM (589921105)
SBr CL B
NASDAQ
11/09/2001
71
2500 EATON VANCE PRIME RATE RESVS (277913109)
SH BEN INT
aTe
No pricing information
8)
2700 MERRILL LYNCH SR FLOATING RATE (59019RIOS)
COM
aTe
No pricing information
Total Value:
Total Accrual:
Total: $110,004.83
Page 1
Low/Bid
24.30000 H/L
25.16000 H/L
23.45000 H/L
30.08000 H/L
20.08000 H/L
8.04000 Bid
.
Estate of: Estate of Robert Edmiston
Account: 90698
Report Type: Date of Death
Number of Securities: 8
File ID: Edmiston, Robertjtwverda
Mean and/or Div and Int
Adjustments Accruals
24.595000
25.170000
23.635000
30.540000
20.340000
8.040000
(-oo...;ilt"
Security
Value
8,288.51
10,068.00
11,628.42
52,620.42
14,238.00
13,161.48
N/A
J.;;l CjO'()
,
N/A
d \ ~,,\;..
L Of'\
$0.00
$110,004.83
+- '1 ';' 'Hl..
,
I:S 1"II..?H
I ,
I~ 100 .,/'~
I
I ",ell' i Lt'). ~)
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.3.3)
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert B. E'dmiston
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2001-1150
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %QF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 Me=ill Lynch IRA AcCOllilt 174,804.76 100% 174,804.76
#872-71476
Beneficiary: Decedent's surviving
spouse, Jane Petrie
TOTAL (Also enter on line 7, Recapitulation) $ 174,804.76
7 CPAOl
NTF 10910
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco,lnc.
.
IRA
Date of Death:
Valuation Date:
Processing Date:
11/09/2001
11/09/2001
07/24/2002
Shares
or Par
Security
Description
High/Ask
Low/Bid
0.15000 H/L
10.78000 Bid
28.03000 Bid
26.59000 Bid
12.81000 Bid
14.85000 Bid
10.37000 Bid
9.24000 Bid
6.87000 Bid
12.70000 Bid
.
Estate of: Robert Edmiston Estate
Account: 90698
Report Type: Date of Death
Number of Securities: 10
File ID: Edmiston, Robert IRA
Mean and/or Div and Int
Adjustments Accruals
Security
Value
0.155000
46.50
II
300 BALANCED CARE CORP (057630105)
ASE
11/09/2001
0.16000
10.780000
23,144.66
2)
2147 ING MUT FDS (72146E558)
MID CAP GRW C
NASDAQ
11/09/2001
28.030000
25,843.66
31
922 MERRILL LYNCH BASIC VALUE FD (5901904Ql)
CL D
NASDAQ
11/09/2001
26.590000
20,367.94
41
766 MERRILL LYNCH BALANCED CAPITAL (590192407)
CL D
NASDAQ
11/09/2001
12.810000
22,635.27
51
1767 MERRILL LYNCH GLOBAL ALLOCATN (589939404)
CL D
NASDAQ
11/09/2001
14.850000
6,237.00
51
420 MERILL LYNCH GROWTH FD (59022F403)
SH BEN INT D
NASDAQ
11/09/2001
10.370000
12,806.95
7)
1235 MERRILL LYNCH GLOBAL VALUE FO (589976208)
CL B
NASDAQ
11/09/2001
9.240000
11,051.04
81
1196 MERRILL LYNCH GLOBAL GROWTH FO (59020J407)
CL D
NASDAQ
11/09/2001
6.870000
11,005.74
91
1602 MERCURY GLOBAL HLDGS INC (589402106)
CL I
NASDAQ
11/09/2001
12.700000
32,385.00
101
2550 PIMCO FOB MULTI MANAGER SER (693389397)
OPPORTUNITY C
NASDAQ
11/09/2001
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.3.3)
Page 1
Date of Death:
Valuation Date:
Processing Date:
11/09/2001
11/09/2001
07/24/2002
.
. Estate
of: Robert Edmiston Estate
Account: 90698
Report Type: Date of Death
Number of Securities: 10
File ID: Edmiston, Robert IRA
Total Value:
Total Accrual:
Total: $165,523.76
$165,523.76
$0.00
., ,t- 9..1. 3\ . OJ
f,-",--O~' ,.
\1,-\,t)O"-l .,14
Page 2
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.3.3)
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert B. Edmiston
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-1150
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See Schedule attached
Total frcm continuation page (s) 2,206.93
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0.00
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 0.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Jane Petrie
Street Address 2 Pewter lane
City Boiling Sprinqs State PA Zip 17007
Relationship of Claimant to Decedent Survivinq Spouse
4. Probate Fees 62.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7 CMA annual fee 125.00
8 The Sentinel, legal advertising 93.83
9 Cumberland Law Journal, legal advertising 75.00
TOTAL (Also enter on line 9, Recapitulation) $ 6,062.76
7 CPA11 NTF 10911
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space IS needed, Insert addItional sheets of the same size)
.
Estate of: Robert B. Edmiston
.
SCHEDULE H, PART A -- Funeral Expenses
Item
No. Description
1 Funeral reception fcx:d. and beverages
2 Church of Brethren, rrerrorial service
3 Janet Zeiters, organist
4 Rev. Gerald Greiner, rrerrorial service
5 Ehm3.s Jane 'Ibomton, fcx:d. for funeral service
6 Ron Kiehl, music at funeral service
7 Flowers
8 Funeral bulletins
9 Cremation Society
'IOTAL. (Carry forward to main schedule) . . . . . .
-
Page 2
21-2001-1150
Arrount
263.33
250.00
75.00
100.00
50.00
50.00
100.00
13 .60
1,305.00
2,206.93
REV.1512 EX + (1.97)
.
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert B. Edmiston
Include unreimbursed medical expenses
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
.
FILE NUMBER
21-2001-1150
DESCRIPTION
AMOUNT
1 Medical expenses
249.09
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
249.09
COPyright Forms Software Only, 1997 Nelco, Inc.
-
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
.
.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Robert B El:lmiston
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
21-2001-1150
RELATIONSHIP TO DECEDENT AMOUNT OR
Do Not List Trustee(s) SHARE OF ESTATE
1 Jane Petrie
2 Pewter Lane
Boiling Springs, PA 17007
Surviving spouse
177 ,465.11
2 Verda D. El:lmiston
500 Marylyn Avenue
State College, PA 16801
M::>ther
87,911. 63
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF10913
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)
0.00
COPyright Forms Software Only, 1997 NelcQ, Inc
.
.
Last Will and!. T estaJID<ent
OF
ROBERT B. EDMISTON
I, ROBERT B. EDMISTON, of Boiling Springs, Cumberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether payable by my estate or by
any recipient of any property, shall be paid by the Executor out of the residue of
my estate, as an expense and cost of administration of my estate. The Executor
shall have no duty or obligation to obtain reimbursement for any such tax so paid,
even though on proceeds of insurance or other property not passing under this
Will.
ITEM II: I direct the Executor to pay the expenses
of my last illness and funeral expenses from the residue of my estate as an
expense and cost of administration of my estate.
ITEM III: I give and bequeath to my children all of
my household furniture and furnishings, books, pictures, jewelry, silverware,
automobiles, wearing apparel and all other articles of household or personal use or
adornment and all policies of insurance thereon, to be divided among them as they
shall agree. Should there be no agreement, such property shall be divided among
them by the Executor in as nearly equal p'ortions as is deemed practical in the sole
discretion of the Executor, having due regard to the personal preferences of my
children.
K~
Page 1
.
.
.
ITEM IV: I give, devise and bequeath all the rest,
residue and remainder of my estate, not disposed of in the preceding portions of
this Will, as follows:
(i) the greater of FIFTY (50%) PERCENT of the residue or
ONE HUNDRED THOUSAND ($100,000) DOLLARS to JANE
PETRIE; and
(ii) the balance to my children, to be divided equally among
them. If any of my children does not survive me, his or her share
shall be paid to his or her then living issue, per stirpes.
ITEM V: No part of the income or principal of the
property held under any Trust created by this Will shall be subject to attachment,
levy or seizure by any creditor, spouse, assignee or trustee or receiver in
bankruptcy of any beneficiary prior to his or her actual receipt thereof. The
Trustee shall pay over the net income and the principal to the parties herein
designated, as their interests may appear, without regard to any attempted
anticipation, pledging or assignment by any beneficiary under a Trust, and
without regard to any claim thereto or attempted levy, attachment, seizure or
other process against said beneficiary.
ITEM VI: The Executor shall possess the following
powers, exercisable without court approval and in a fiduciary capacity only:
(a) To retain any investments I have at my death, including
specifically those consisting of stock of any bank even if I have named
that bank as the Executor.
Page 2
/-zgE
.
.
.
(b) To vary investments and to invest in bonds, stocks,
notes, real estate mortgages or other securities or in other property,
real or personal, without being restricted to so-called "legal
investments", and without being limited by any statute or rule oflaw
regarding investments by fiduciaries.
(c) In order to divide the principal of my estate or make
distributions, the Executor is authorized to distribute personal
property and real property partly or wholly in kind, and to allocate
specific assets among beneficiaries so long as the total market value
of each share is not affected by the division, distribution or allocation
in kind. The Executor is authorized to make, join in and consummate
partitions of lands, voluntarily or involuntarily, including giving of
mutual deeds, or other obligations, with as wide powers as an
individual owner in fee simple.
(d) To sell either at public or private sale any or all real or
personal property severally or in conjunction with other persons, and
to consummate sale(s) by deed(s) or other instrument(s) to the
purchaser(s), conveying a fee simple title. No purchaser shall be
obligated to see to the application of the purchase money or to make
inquiry into the validity of any sale. The Executor is authorized to
make, execute, acknowledge and deliver deeds, assignments, options
or other writings as necessary or convenient to carry out the powers
conferred upon the Executor.
(e) To mortgage real estate, and to make leases of real
estate.
Page 3
(j({fl[:
-
.
.
(f) To borrow money from any person, including the
Executor, to pay indebtedness of mine or of my estate, expenses of
administration or inheritance, legacy, estate and other taxes, and to
assign and pledge assets of my estate.
(g) To pay all costs, taxes, expenses and charges in
connection with the administration of my estate.
(h) To make distributions of income and of principal to the
proper beneficiaries, during the administration of my estate, with or
without court order, in such manner and in such amounts as my
Executor deems prudent and appropriate.
(i) To vote shares of stock which form a part of my estate,
and to exercise all the powers incident to the ownership of stock.
(j) To unite with other owners of property similar to
property in my estate to carry out any plans for the reorganization of
any company whose securities form a part of my estate.
(k) To disclaim any interest in property which would devolve
to me or my estate by whatever means, including but not limited to
the following means: as beneficiary under a will, as an appointee
under the exercise of a power of appointment, as a person entitled to
take by intestacy, as a donee of an inter vivos transfer, and as a
donee under a third-party beneficiary contract.
(1) To prepare, execute and file tax returns of any type
required by applicable law, and to make all tax elections authorized
by law.
Page 4
R.1if
.
.
.
(m) To allocate administrative expenses to income or to
principal, as the Executor deems appropriate. However, no allocation
to income shall be made if the effect of the allocation is to cause a
reduction in the amount of any estate tax marital deduction or estate
tax charitable deduction.
(n) To employ custodians of property, investment or business
advisors, accountants and attorneys as the Executor deems
appropriate, and to compensate these persons from assets of my
estate, without affecting the compensation to which the Executor is
entitled.
(0) To do all other acts in the Executor's judgment deemed
necessary or desirable for the proper and advantageous management,
investment and distribution of the estate.
ITEM VII: Any person who has died at the same
time as I have, or in a common disaster with me, or under such circumstances
that the order of our deaths cannot be established by proof, or within thirty (30)
days of my death, shall be deemed to have predeceased me.
ITEM VIII: If a beneficiary under the age of
twenty-one (21) years is entitled to receive assets under this Will, my oldest living
child shall receive those assets as Custodian for the beneficiary under the
Pennsylvania Uniform Transfers to Minors Act. The Custodian may receive and
administer all assets authorized by law, and shall have full authority as provided
in the Pennsylvania Uniform Transfers to Minors Act to use assets in the manner
the Custodian deems advisable for the best interests of the beneficiary. I also
designate my oldest living child as successor Custodian of any property for which I
Page 5
;K l? c!E:
.
.
am custodian under any Uniform Gifts to Minors Act or Uniform Transfers to
Minors Act.
ITEM IX:
I hereby nominate, constitute and
appoint JANE PETRIE and my daughter, REBECCA TOMASIC, to be the
Executors. The Executors are specifically relieved from the duty or obligation of
filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my
Last Will and Testament, consisting of this and the preceding five (5) pages, at the
end of each page of which I have also set my initials for greater security and
better identification thisdfday of~ ,19ZF
~~
ROBERT B. EDMISTON
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testator as and for his
Last Will and Testament, in the presence of us, who, at his request and in his
presence and in the presence of each other, have hereunto set our hands and seals
the day and year first above written, and we certify that at the time of the
execution thereof, the said Testator was of sound and disposing mind and memory.
(T) L, i '>11-\ kG Q({r lillSEAL)
'-
. v
~-W f ~, (SEAL)
Page 6
Residing at,L:; 11 JI$J S-I.
~Vtnl/Jblu'!i J~7~
Residing at ,.:/;.:x t,./iA;;, ,
14" 4:/:21 " '3
',!/,,/ .,/'., ...?I"//'-:>C'-.
lA ..-'"..... ,."'Z"_:C_.. / ,. '-" ..
Residing at dJ'1/ j ~L,c?U kJI
-
.
.
~odo~[_\~ ~A- I. ^)o~
~""""""'----'-~"-~.-.-.......----..,--_._-~.....~~.__.__c
Page 7
.
.
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF J)+' i
SS:
I, ROBERT B. EDMISTON, Testator, 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
and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
~ 0??~EAL)
ROBERT B. EDMISTON
Sworn to and subscribed before
me this .:?'iih day of
Fe.bl''''''y,199?-
N~,-;#.~
Notary Public
My Commission Expires:
S a\ \.
Notarial e Notary pub Ie
KenworthY, \1\11 county
tvla(gare~~noa ,wp., O:'i!'ep\. 26, 2001
SUcsa.~rniss\.n ExpIre ,_ 01 MOlones
MY 0 . ~SSOc\at\oll
?ef\l\SIJ1'J311\a <
Merrloer, '
(SEAL)
.
.
.
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTYOF 9+" ~
SS:
, the Witnesses whose names are signed to the
nstrument, being duly qualified according to law, do depose
and say that we were present and saw Testator, ROBERT B. EDMISTON, sign
and execute the instrument as his Last Will and Testament; that Testator signed
willingly and that he executed said Will as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the
Testator signed the Will as Witnesses; and that to the best of our knowledge the
Testator was at that time eighteen (18) or more years of age, of sound mind and
under no constraint or undue influence.
L. f' .ir ~" k,~"- , 1/ L/i( ,it: G, ;tf;;J? ~/ and
O~rL~ {/I'-rJlt~IV{l(l'V-
Witness
-?>. ~. ~
I' {\ .
I'-!- ...,1 ,
I,. ... tu:rerlt,& fr; d;~
Witness
Sworn to and subscribed before
me this dJ"Iih day of
~ 1, r '-tal' Y , 19'19.
~~~::pu~
My Commission Expire
(SEAL)
857651
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
EYLSE E ROGERS ESQUIRE
415 FALLOWFIELD ROAD
SUITE 301
CAMP HILL, PA 17011-4906
_u_u__ fold
ESTATE INFORMATION: SSN: 200-22-9730
FILE NUMBER: 2101-1150
DECEDENT NAME: EDMISTON ROBERT B
DATE OF PAYMENT: 08/07/2002
POSTMARK DATE: 08/06/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/09/2001
NO. CD 001487
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,956.02
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$3,956.02
REMARKS: JANE PETRIE
C/O ELYSE E ROGERS ESQUIRE
CHECK# 112
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Robert B. Edmiston
No. 21-2001-1150
also known as
Date of Death
11/09/01
Deceased
Social Security No. 200-22-9730
Jane Petrie
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum
at the end of this inventory. l!We verify that the statements made in this Inventory are true and correct. IIWe understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to
authorities.
1.0. No.:
Elyse E Roge,. ~ '2 ~
41274
Personal Rep~~ative:
("\ ,/ ";Jc~'
~-~--
/
tfane Petrie
Name of
Attorney:
Address
415 Fallowfield Road, Camp Hill, PA 17011
Telephone:
717-612-5801
Dated: '/3-0) o~
DESCRIPTION
VALUE
l.Merrill Lynch Account #872-33719
$ 375.00
$6,851.00
$4,901.42
$ 94.78
2.221 shares of Prudential Financial
3. F&M Trust Checking Account #33-14936
4. Health insurance refund for prescriptions
$12,222.20
(Attach Additional Sheets If Necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item,
but such figures should not be extended into the total of the Inventory.
Form RW-7 (Dauphin COllnly). Rev 9/92
/-? -,;;2/- .3
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-15~7 EX AFP (0I-02l
09-16-2002
EDMISTON
1l-09-2001
21 01-1150
CUMBERLAND
101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROBERT
B
ELYSE E ROGERS ESQ
KEEFER ETAL
415 FALLOWFIELD RD
CAMP HILL PA 17011~ "
Anount Renitted
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 =is4j-Ex-AFP--foT::02Y-NoTicE--oF-YNHErfifANcE-TAX-APPRAisEHENT~--Ail-oWAtfcE-oi----------- - -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EDMISTON ROBERT B FILE NO. 21 01-1150 ACN 101 DATE 09-16-2002
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. 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
.00
7,226.00
.00
.00
4,996.20
87,911.63
174,804.76
(8)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
274,938.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
9,312.76
(9)
(10)
249.09
(11)
(12)
(13)
(14)
9.561 85
265,376.74
.00
265,376.74
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate
16. Anount of Line 14 taxable at Lineal/Class A rate
17. Anount of Line 14 at Sibling rate
18. Anount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) 177 ,465.11 X 00 = .00
(16) 87,911.63 X 045 = 3,956.02
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 3,956.02
n...~... ,,~w~.. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-07-2002 CDOO1487 .00 3,956.02
TOTAL TAX CREDIT 3,956.02
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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 expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess trensfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF KILLS, AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on 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 forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should 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 explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is computed 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 on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 7% .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 7% .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .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 shown on the
Notice, additional interest must be calculated.
[}/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert B. Edmiston
Date of Death: November 9, 2001
Will No.
Admin. No. 21-01-1150
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 --..:L No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No~
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: '
c. Did the personal representative state an account informally to the
parties in interest? Yes ~ No_
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: IO-3c~ 0~
~
Elvse E. Rog-ers. Esauire
Name (Please type or print)
415 Fallowfield Road. Suite 301
Address
Camp HilL PA 17011
(717) 612-5801
Telephone
Capacity: _ Personal Representative
X Counsel for Personal Representative