HomeMy WebLinkAbout01-1152
,.~
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
E~~e~ Florence E. Bliss
also known as
N021-01-1152
, Deceased
Social Security No. 076 -10 - 0114
Michael L. Bangs, Esquire
Petitioner(s), who is/are 18 years of age or older, apply{ies) for:
(COMPLETE 'A' or 'B' BELOW)
[]J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent, dated 01/17 /200 and codicil(s) dated None
named in the last Will of
State relevant circumstances, e.g., 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 exec;,rtion of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
o B. Grant of Letters of Administration
(c.I.a.; d.b.n.c.l.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 any) and
heirs:
Name
Relationshi
Residence
(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 3 Cedar Cliff Drive, Lower Allen Township
(list street, number, and municipality)
Decedent,then~yearsofage,died 12/06/2001 at Holy Spirit Hospital, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in P~nnsylvania
$1,550,000.00
$
$
$200,000.00
situated as follows:
3 Cedar Cliff Drive, Camp Hill, PA
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 a ro riate form to the undersi ned:
--, Si nature T ed or rinted name and residence
Michael L. Bangs, Esquire
302 South 18th Street, Cam Hill, PA 17011
1?-OlR-o-
Prepared by the Pennsylvania Bar Association
Copyright (e) 1996 form software only CPSystems,lne.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber land
The Petitioner(s) above-named swear(s) or affirms) 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 ~a~w. "
Sworn to or affirmed and subscribed ~d I ~
Michael L. Ba ,Esquire
before me this 20t!cllay of
DECEMBER
2001
~,~
No.
21-01-1152
Estate of Florence E. Bliss
Deceased
Social Security No: 076 -10 - 0114 Date of Death: 12/06/2001
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 ~ Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Michael L. Bangs, Esquire
in the above estate and that the instrument(s) dated
01/17/2000
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . . . .
$ 865.00
~~<~~./L1V~"'r
Registe of Wills .
Short Certifica.r,(~.
o
.f>
C()
c::::
::,'''':' ,~..,...
$ c, ['1:90.00
Renunciation.
$
Attorney:
Michael L. Bangs
Affidavits (
j ).
~;~::i" ~~,;::;
o
N
. C-J
c::::J
$
I.D. No:
41263
Extra Pages (8 :iP .
Q.)O:::
ex:
Codicil. .
p
'<' .& . 00
1_ If!.
<J>=
$'30
$
Address:
302 South 18th Street
Camp Hill, PA 17011
JCP Fee. $
Inventory. $
Other $
TOTAL. $
5.00
~7~-73~
972.00
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
H'(1"}~{\'::; ~FV 9/,0.(.,
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~ /7? ~A__/,"
Local Registrar _
~
Fee for this certificate, $2.00
p
7885597
DEe 0 8 2001
Date
21-01-1152
43 Aev. 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
NAME OF OECEDENTcf,;s7Middie~------- .-.
.. Florence E. Bliss
STATE FilE NUMBER
94
UNDER 1 'EAR
_ 00,.
SEX
a. female
~~CURlTY NWER
.. -
0114
DAlE OF DEATH IMCIVI. Oa-r_ .teaI)
..Dec. 6, 2001
AGE (laSl BIftt'IOay)
'ro.
UNDER , OIlY
-1-
8/IU..uce IC........
S&aIiI Of Fcreq1 CounIr.,.,
07 Corona, NY
PlACE 0# DEATH ICt\edl aNy one -- 'iN 'nSI.ucl~ on 0It'eI s.oet
HOSPITAL,
1....._ 00 ER/OuIpot.... 0
::;""10
COUNTY OF DEArH
Cumberland
RACE. Amenean....n. 8IKk. Whil.. Me.
(~)
White
Ie.
. 1~ 11~
DECEDENT'S "AlLING AIlOAESS (51..... CCy/lOwn. SlaIo.Z..CcdeI
:3 Cedar Cliff Dr.
Camp Hill, Pa. 17011
,..
"""llfR'Jl1"lME IF.... """""Last'
~hl~lp vppenheimer
II.
1NI'0000000T" NAMf. cr""""..,
M1Chael. tlangs
IotETHOIl OF DISPOSITION
O - 0 eo......... ~ __so...o
_ 0Ul0r~
. 11..
:t0~"9S~oce
CoMpIet. ilems 23a-c onty when cet1itytng
pbpician . not availebte.1 bme of death 10
.. c:ertJIy cauM of de.....
DECEDENT'S
ACTUAL
ReSIDENCE
(__
on oIW SIde)
""'5 DECEDENT EveR IN
u.s. ARMED FORCES?
....0 No(]l
Pa.
II.
DECEDENT'S USUAL OCCU......ION
(Give kRSoI WOf'k done dutlllQ moll
~._;dDnoIuM'*ed)
E~
...
..-rAlSWUS._
-.........-.
wtaoT/&r"'"
SUAVIVING SPOUSE
I" WIle. QlY8I'N1lden n.me)
.7lt.
Cumberland
0;0
-
......
_7 ,7..0 ::..-::::.:::..
MOTHEl"S NAME iFnl. MICkIe. UaIden 5u'~
II. Annie Mc Cormack
INI' \::lMAllM~ISIr....ChfilIon.SloIo.ZI\.~ P
::i. lO"tn ::i"tree"t l.:amp 1:111.~, a.
=~SPOSlTION._..~4<'t c,........ ~e?n'"r'sSl.tOfrk;'- Le banon
ay.?n 0 Pa.
Lower
.....
17a. 51...
-
ORE OF IlISPOS1TIOH
_.lloy.-,
o ..pec. 8, 2001
OR PERSON ACTING AS SUCH LICeNSE 'a'rr~48 L
aD.
Ihe beat of my knowtedge. death occurred.c the ume, d8t. And ~ Slated
.and'''.
Co.
ation Services Inc.
..
1kMcb c
DUE rotoR AS ACONSeOUENCE OF),
DATE SIGNED
(_.Day. _I
1>>. _.
""'5 CASE REFeRRED TO "E~INERlCDRONeR7
....~ rJJ NoD
...
,--..-. PART.: llIIloroignill<4ot_conIriIluting.._I/l.....
: =-..:= naI resulting in the undlIttying C8UM given in PART I.
I
I
I
-.
.Me OF DEATH DATE PAONOuNceo DEAD (Month. Dav. ~ar)
'",at. .. t
... e P ". H. \ 4- y- 0 \
27. PART I: En.., the diseases. injuries Of c:ompIicaboN, which caused the death. Do net....er the mode of d'(ing, such as cardiac Of 'npi,atory a.,.. shoc. or hIIatt f......
U.. only one cauM on each 1iM.
I :
..
WERE AlIlOPSV FINDINGS
IUUt.A8lE PRIOR 10
COMPlETION OF" CAUSE
~ OERH?
DUE 10 lOR AS A CONSeOUENCE OF),
DUE 10 lOR AS A CONSEOUENCE OF)'
MANNER OF DEATH
DATE OF INJURY
(Monf\. Day, ....1
TIME OF INJURY
INJURY R WORK?
DESCRIBE HOW INJURY OCCURRED.
_....
fi
o
o
Homicide
o
o
o PlACe OF INJURV _ AI home. 'arm, II'.... tlCtOfy, olfic:e M.
............. ,Spec""l
_.
'Me 0 NoD
.... 0 Noli
...0
NoD
-..
-
Pending IfwMIi,galion
...
~{' ~V ,.If
o
Coutd not be "'.,mllwtliS
... aD.
CERTIFIER (Check oni., one)
"CERTIFYING PHYSICIAN (Ph)'SlClal'l cet'1Ifyn] cause of deaV\ when anohJr phYllCoan has ptOl1OllnCed death ancJ completed Item 23)
To.... -.. 01 my knowledge. ..... occurracIdue.", cau..(s. and manner.. alated. . . . . . . .. .....................
ft.
"PRONOUNCING AND CEATI'VINQ PHYSICIAN IPhyscan boIh pronouncIng <lealh and cenffytng 10 cause of dealhl
TD tM bnt at my knDwtedgfl, dea'" occur...... at.......... dale..nd plac:e, and d....lo 1M ca"..,.) and manne,.. al.1ted..
.MEDlCAL EXAMINER/CORONER
On the baai. of ...minallon and/or In"..ligation. in my opinion, de.th occurred .. the time. d..e, and place..nd due to Ihe cau..(.) and
MAnn.r as .1a1M.,. , . . ... . . . , .. . . , _. . .... . ... . . . . ........ . . ....... .... . .... .... . ........ ............... .. ,.......
31a.
REGISTRAR'S StGNATURE AND NUMBER
Pa.
.~t?/_
c
<:,
~
'--....
\""
.......
"
"
"-
,\
c. .,)
\"~
\
~ ,\
'.
~ ).
;
,)
,
{
"
'\".
.
-
.
~ .
21-01-1152
CW7I!
if
c:fhrtJnctJ GG. ~!iss
I, FLORENCE E. BLISS, of Lower Allen Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, and any and all taxes and assessments imposed by any
governmental body as a result of my death, whether on property passing under this will or
otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all
other articles of household and personal use, equipment and ornament, together with all
insurance thereon and relating thereto, in equal shares, as follows:
A. ST. ruDE CHILDREN'S RESEARCH HOSPITAL, of Memphis,
Tennessee;
B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania;
C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of
Mechanicsburg, Pennsylvania; and
D. A scholarship fund for students with financial need to attend
Harrisburg Area Community College, to be set up through the Harrisburg Area
1
.
- .
Community College Foundation, under terms and conditions deemed appropriate
by my Executor to accomplish this bequest, and to be administered through the
Harrisburg Area Community College Foundation by my Executor or his designee.
i:>
-6
"
ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my
r-
possessions and estate of every nature and wherever situate, in equal shares, as follows:
"-
"
'-
A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis,
~
\'I)
',,----
Tennessee;
B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania;
~.
C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of
~
t
\,
,CJ
('
\'-.
Mechanicsburg, Pennsylvania; and
D. A scholarship fund for students with financial need to attend
Harrisburg Area Community College, to be set up through the Harrisburg Area
\l
Community College Foundation, under terms and conditions deemed appropriate
by my Executor to accomplish this bequest, and to be administered through the
Harrisburg Area Community College Foundation by my Executor or his designee.
ITEM IV. I appoint MICHAEL L. BANGS, Attorney-at-Law, executor of this my last
will.
ITEM V. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby
give to my personal representatives the following powers and authorities effective without court
2
.
- .
approval and until actual distribution of all property: to compromise any claim or controversy;
to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as
my personal representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including any stock or other securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my
personal representatives deem proper, without regard to any principle of risk or diversification;
to retain any or all assets of my estate, real or personal, without regard to any principle of risk or
diversification; to sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges, or leases, for such prices
and upon such terms or conditions as my personal representatives deem proper; and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM VI. I direct that my personal representatives and fiduciaries shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this
(-1
day
of
L.
l
,2000.
v
>;:-) p C-
o ..-.-'
t-',' ;/ /[...c'-lCYJ~w.--',.
FLORENCE E. BLISS
)~L
3
.
- .
The preceding instrument, consisting of this and THREE other typewritten pages, each
identified by the signature of the testatrix was on the date thereof signed, published, and declared
by FLORENCE E. BLISS, the testatrix therein named, 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.
4
-
COMMONWEALTH OF PENNSYL VANIA
)
( SS:
)
COUNTY OF CUMBERLAND
The undersigned, being the testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
:-/ n ~ (;/~ j. ,
c"/,/C~-N;__.vu c... _~~
FLORENCE E. BLISS
COMMON )
( SS:
COUNTY OF CUMBERLAND )
WE,]jtkJ L..tA~~ and VO\J61itS J. ~Sl}itthewitnesseswhose
names are signed to the attached ot/foregomg mstrument, bemg duly quahfied accordmg to law, do
depose and say that we were present and saw the testatrix sign and execute the instrument as her last will;
that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; 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. L .I!:
NOTARIAl SEAl.
WENDY So CM:~,m{o, NattilY Pul-~
Lowsr Alkm Twp., CumZxoriond ~'I'lfl<
M1~1 ExphsMay 10, 2003
5
-.J
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: FLORENCE E. BLISS
Date of Death: DECEMBER 6,2001
Will No.:
21-01-1152
Admin. No:
To the Register:
I certify that notice of beneficial interest (estate administration) required by Rule 5.6(a)
of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the
above-captioned estate on
NAME ADDRESS
S1. Jude Children's Research Hospital 501 S1. Jude Place, Memphis, TN 38105
Holy Spirit Hospital 503 North 21 st Street, Camp Hill, P A 17011
Humane Society of Harrisburg Area, Inc. Sinclair & Eppley Roads, Mechanicsburg P A 17055
Harrisburg Area Community College One HACC Drive, Harrisburg, P A 17110-2999
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Da~~: ,//ta/M
",' 0
,) ~
Signature:
~~Jl
Michael L. Bangs, A
302 South 18th Stre
Camp Hill, P A 17
(717) 730-7310
o::::t
-
.,...1
clir-;
~fj . ~j')
OlD
Q)a:
a:
z
.:::z:;:
-,
,;,'J
'-
(\)
.. .0
'c >=
ill =
."""... .,..,
au
Capacity:
Personal Representative
~
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Florence E. Bliss
No.
also known as
Date of Death 12/06/2001
, Deceased Social Security No. 076-10-0114
Michael L. Bangs,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I !We verify that the statements made in this Inventory are true and correct. l!We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of Michael L. Bangs
Attorney:
1.0. No.: 41263
Address: 302 South 18th Street
Camp Hill, PA 17011
Telephone: 717/730-7310
Personal Repres~ntative ~
Signature: (~^,r(/C~
Michael L. Bangs
Signature:
Address:
302 South 18th St.
Camp Hill, PA 17011
Telephone: 717/730 - 7310
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
3,116,907.80
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.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form#RW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Florence E. Bliss
12/06/2001
Cumberland
CASH:
Allfirst Bank - Jumbo CD
86310016013876
100,000.00
Al1first Bank - Jumbo CD
86310016014008
100,000.00
A11first Bank - Interest on
Certificates of Deposit
826.66
Miscellaneous cash on hand
16,200.00
Miscellaneous cash on hand
550.00
Miscellaneous cash on hand
7,105.00
Miscellaneous Cash on Hand
4,020.00
Proceeds from sale of
Automobile
750.00
Auction proceeds (Sale #1
3/11/2002)
70,879.02
Citizens Bank - Account No.
01189118
102,000.00
Citizens Bank - Savings
Account #00126-750041
630.23
Citizens Bank - Interest on
certificate of deposit
940.50
Dividends on various stocks
3,316.42
-1-
First Union National Bank -
Certificate of Deposit
#247412041490520
First Union National Bank -
Interest on Certificates of
Deposit
M&T Bank - Passbook Savings
Account 210000000994120
M&T Bank - Certificate of
Deposit 31003910181286
M&T Bank - Certificate of
Deposit 31003910327137
M&T Bank - Interest on
Certificate of Deposit
M&T Bank - Interest on
Certificates of Deposit
Mellon Bank Savings Account -
Interest on Certificate of
Deposit
PA Department of Revenue -
2001 Income Tax Refund
PNC Bank Corporation -
Certificate of Deposit
31600176040
PNC Bank Corporation -
Certificate of Deposit
3190018082
PNC Bank Corporation -
Checking Account 5140005076
PNC Bank Corporation -
Checking Account 5140133625
PNC Bank Corporation - Savings
Account 5130074182
-2-
100,000.00
1 ,140 . 77
12,204.92
100,000.00
100,000.00
792.13
2,063.91
609.88
64.00
6,977.24
104,550.00
169,257.90
12,427.61
1,020.26
PNC Bank Corporation -
Interest on Certificates of
Deposit
PNC Bank Corporation -
Interest on Certificates of
Deposit
Prudential Alliance - Interest
Earning Checking Account
KZC-1l6144
Prudential Financial -
Redemption of Shares
Refund - Refund from AARP
Refund from The Woods
2001 IRS Tax Refund
Waypoint Bank - Certificate of
Deposit #1000003353
Waypoint Bank - Checking
Account #1000009687
Waypoint Bank - Certificate of
Deposit #1056321622
Waypoint Bank - Interest on
Certificates of Deposit
PERSONAL PROPERTY:
Proceeds from auction sale of
personal property
-3-
640.36
619.48
6,158.98
341.28
265.50
5,067.52
1,251. 00
84,050.75
3,038.09
100,032.47
515.90
27,259.51
1,220,307.78
27,259.51
STOCKS/LISTED:
750.00 shares AT&T - AT&T
54.00 shares Avaya - Avaya
100.00 shares Corn Products
International Inc. - Corn
Products International Inc.
Cumberland Valley Cooperative
Assn. - Stock Liquidation
111.00 shares Delphi Automotive
Systems Co. - Delphi
Automotive Systems Co.
32.00 shares Dlectronic Data Systems
Corp. - Electronic Data
Systems Corp.
100.00 shares E.I. Dupont DeNemours &
Co. - E.I. Dupont DeNemours
& Co.
5,808.00 shares Eli Lilly and
Corporation - Eli Lilly and
Corporation
160.00 shares General Motors
Corporation - General Motors
Corporation
24.00 shares GM Hughes Electronic
Corporation - GM Hughes
Electronics Corporation
2,400.00 shares Hershey Foods
Corporation - Hershey Foods
Corporation
648.00 shares Lucent Technologies
Inc. - Lucent Technologies,
Inc.
-4-
13,462.50
675.00
3,355.00
100.00
1,589.52
2,287.04
4,529.00
476,720.64
8,364.80
351.12
156,864.00
5,462.64
..
156.00 shares Morgan, Stanley, Dean
Witter & Co. - Morgan,
Stanley, Dean Witter & Co.
4,380.00 shares Pharmacia - Pharmacia
100.00 shares Sears, Roebuck & Co. -
Sears, Roebuck & Co.
876.00 shares Solutia Inc. - Solutia
Inc.
184.00 shares The Allstate
Corporation - The Allstate
Corporation
BONDS:
84 Series E and EE Bonds
(Group 1)
24 Series HH Savings Bonds
(Group 2)
178 Series E and EE Bonds
(Group 3)
REAL ESTATE/PA:
Sale of Lots #152 and #153
Sale of Lots No. 154 and 155
Real estate located at 3 Cedar
Cliff Drive, Camp Hill
-5-
8,810.88
193,727.40
4,590.00
12,509.28
6,073.84
136,469.16
23,000.00
475,104.28
78,217.16
73,672.48
183,404.77
899,472.66
634,573.44
335,294.41
I?-~-cr
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISI~'
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
REY-1547 EX iFP 101-021
MICHAEL L BANGS ESQ
302 S 18TH ST
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
(, COUNTY
ACN
10-22-2002
BLISS
12-06-2001
21 01-1152
CUMBERLAND
101
J
flORENCE
E
Allount Rellitted
toO
t
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
~.!~~~~_!.!!!~__"-!~!-_______!!:"_--_!'!:.~!!L~~.!'!~_.._~!}_~~_i;1~;'~~~;;.!!~~~:~~----------------------
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPKAISENENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND A~SESSMENT OF TAX
ESTATE OF BLISS flORENCE E FILE NO. 21 01-115:' ACN 101 DATE 10-22-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
~ESERVATION 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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
335.294.41
1.534.387.38
.00
.00
1.247.226.01
.00
.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
3,116,907.80
(8)
(9)
(10)
130,862.01
2.800.46
(11)
(12)
(13)
(14)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule 1)
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
133.662 47
2,983,245.33
2,983,245.33
.00
1~ an a.s....ent was issued previDU.~' 1in.. 14, 15 and'Dr 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
T X TS:
NOTE:
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
.00 X
.00 X
.00 X
.00 X
(19)=
+
INTEREST/PEN PAID (-)
AMOUNT PAID
DATE
NUMBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.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 DlI
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-68) .
'*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Florence E. Bliss 2101-1152
REVIEWED BY ACN
John Kuchinski 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The recapitulation page has been corrected to reflect the Net Value of the Estate passing
to charity on Line 13.
ROW
Page 1
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
FILE NO. 21-01-1152
ESTATE of FLORENCE E. BLISS, Deceased
Late of Lower Allen Township, Cumberland County, Pennsylvania
Date of Death:
December 6, 2001
Date of Grant of Letters Testamentary
to Michael L. Bangs, Executor
December 20, 2001
Date of First Advertisement of Letters:
January 4, 2002
Date of Accounting
December 6,2001 to
October 20, 2003
PURPOSE OF ACCOUNTING:
Michael L. Bangs, Executor, offers this Account to acquaint interested parties with the
transactions that have occurred during this administration.
It is important that the Account be carefully reviewed. Requests for additional
information or questions can be discussed with:
Michael L. Bangs, Esquire
Bangs Law Office
Attorney Identification Number 41263
302 South 18th Street, Camp Hill, P A 17011
(717) 730-7310
GROSS ESTATE:
$3,091,410.22
- 1 -
ASSETS- CASH I BANK ACCTS.
Cash on Hand
1/14/02 $550.00
1/15/02 $16,200.00
2/26/02 $7,105.00
7/18/02 $4,020.00
Waypoint Bank
1/18/02 $3,022.69
1/18/02 $84,172.53
1/18/02 $100,110.38
---------
1/18/02 $515.90
------~_.._..~--------
Allfirst Bank
----~.~---
1/18/02 $150.00
------~--
1/18/02 $150.00
2/22/02 $183.33
2/22/02 $160.00
2/22/02 $100,146.67
2/22/02 $100,187.92
PNC Bank
~----,--
2/22/02 $640.36 Interest on Certificate of Deposit
--.-----.,-----
3/10/02 $619.48 Interest on Certificate of Deposit
-----~--"
10/4/02 $370.54 Interest on Certificate of Deposit
10/4/02 $362.58 I nterest on Certificate of Deposit
11/1/02 $1,024.70 Account #5130074182
_.._-----_._._----~
11/1/02 $12,934.70 Account #5140133625
11/1/02 $170,769.73 Account #5140005076
11/1/02 $104,681.13 Certificate of Deposit #31900180822
u~i!~~$7,060.88 Certificate of Deposit #31600176040__~
First Union
------------.---.
1/18/02 $1 , 140.77 I nterest on Certificate of Deposit
2/22/02 $100,213.21 Certificate of Deposit #2474120414
-~------~----
Mellon Bank
-------._-------------
2/22/02 $940.50 Interest on Certificate of Deposit
3/1/02 $609.88 Interest on Certificate of Deposit
3/1/02 $102,826.35 Certificate of Deposit
----_._------._~_._~-
M& T Bank
1/18/02
2/22/02
3/15/02
4/16/02
4/2/02
uaUIDA TION DATEt-AMOUNT
, ______-+_27,875.00
--+-=---=~=-~===
, ----- -----.-1------_.____
--t-----------.- ! -
=-_-=-~ _ ___ 1=167.82150
I .- ~-=-;-~'4641 0
I -- L--
=L-===--L-==-
- I-===T-=~=
-+.==--==~----=~~===
, I
--f= =-=~=-~=I _ 101,353.98
- . t----- f-
_I I 104,376.73
---l+
_ _ ~4-= . - -=-r ~15.26091
.- .- .-1 =-- - -=-!- =-:- -.
$845.38 Interest on Certificate of Deposit
$800.96 Interest on Certificate of Deposit
$792.13 Interest on Certificate of Deposit
$417.57 Interest on Certificate of Deposit
$12,242.31 Passbook Account
$200,162.56 Certificates of Deposit #31003910181286
--
and #31003910327137
--~~~------..._~-----
Checking Account #1000009687
Certificate of Deposit #1000003353
Certificate of Deposit #1056321622
Interest on Certificates of Deposit
I nterest on Certificate of Deposit
Interest on Certificate of Deposit
Interest on Certificate of Deposit
Interest on Certificate of Deposit
Certificate of Deposit #86310016013876
Certificate of Deposit #86310016014008
------i--- --------
--------1- ---
~E~3::~;~;~:~nd (2~01) - ~~~-___~n _ ___ -_-_-_-_-__-_ =t=' -=~ ~~~J~/2:37~;~~~f~ -- _ 651,,'2201~~40~1...:40~~~
I~S FE:!~erallncome Tax Refun<!1~QOJl_____ _ ~=
Prudential Alliance Account it-
---------------------- ------------------r----- ------ ----------
Refu~~fro~_~IC<?gompa~~________________________ ' _ 10/4/02 __~54
UaUIDA TION DATE AMOUNT
- 2 -
I 10./4/0.2 8.94
I :----1D/4/D2-+---15~86
. --c-
10./23/0.2 2,743.66
. 1/14/0.2 to 9/12/0.3 1,760..23
4/2/0.2 to 9/12/0.3 -- 2,998.41
8/26/0.2 to 8/26/0.3 3,189.40.
----+--.-------,--
4/2/0.2 to 9/30./0.3 10.,786.12
~--~
8/8/0.3 ~
. 1,170.,955.69
:'~ello~:~o~~I~SONAI. PROPERIY----: ...- =-. -+= . -- - - 21:7/021. --~50:
~)e of personal property at auction (3/11/0.2) '------. .1. - _-',' 33//1111__//_DD.22t 2~87D"'828875899-.'~55D--231~
~ale 9f personal property at auction (3/11/0.2) -f--- _ _.___ __
ASSETS - STOCKS I BONDS 1-------- !---
E, EE ~nd HH Savings Bonds (values depending on maturity; final liquidation 8/15/0.3) 8/15/D3P' 639,0.71.0.8
Redemption of Prudential Financial Shares 2/27/0.2, 341.28
~tocks liquidated 1/30./0.2 and managed by The Investment Center in brokerage account ---- - -J-- _____
AT&T ($12,799.80.)
-- .- ---- - ------
Alls~t~ ($5,77~~L_____._ --+--- _ ____
____I2~ya, Inc. ($362.39) __--+__
Corn Products International, Inc. ($2,750..95) ---~~-=-~---=-- --===-=-=~~-;----- -- --
u_~~:~~~~,~~~e8~ystems Corp ($1,466.75) -. - .. F... : ::1=- - .
~~~~a~r~.0\~;~7~:~~~~$7,823.25) . --~=-___=
General Motors Corp. Class H ($315.39)___
-- ~~~~~;f{;~g::~~f~:)49) . -1 ~ .. _~t . .~--=
-. i~;~~~~~~;~~:::)5)-J--=- ..._i/3~L~ 834,4760.9
Dividends and Interest accumulated in brokerage account from stock prior to
__liqUidation and interest fromT Bill purchased with proceeds __1-_ . _-. _ 1,-.51//2165-//D~~3 -__ ...8,94~_87:."9j_66
~i_I!.~~rest on bro~_erage account .
Stock Dividends I
.' _~~~~~t[$~:.~.~6) =--- ---=----=f --=-=~~;~~~ I --=----
-- '.-'~..or~J=>.roducts International, Inc. ($10..0.0.) ---- 1--- _ 2/22/D2l-= =---==
_ [)ele!1lAutomotive SystemsCorp. ($7.77) _ ----___ _ 2/22/10.2 _ __ ____
_DuP.9r:!t ($112.5Dt____ ___ _..2-/22/0.2 __ __
__ ED~ Corp. ($4.80.) ____________ _____ _ ___ _ 2/22/0.2 _____
Eli Lilly & Co. ($1,626.24) , 2/22/0.2
General Motors Corp. ($80..0.0.) ---- ~ 2/22/0.2
----Hershey Foods ($726.0.0.) _ ---------t-=- - 2/2~I02 =-- _ - _- _
_ Mo_r.gan S_ta_nleY_(_$35.88) 2/22/0.2
Pharmacia ($591.30.) ___- -- --=-_ _ 2/22Jb2 - - -- __
~~~rs ($23.0.0.) n_ 'n_______ ------f---- _ 1 /18/0.1_ _ ___
Ratheon Class Action Pro-Rata Settlement
The Travelers (Refund of Home Owners Premium)
Proceeds from MaNY Life Insurance Policy
Interest earned on M&T Bank Estate Checking Account #8892339584
Interest earned on M& T Bank Estate Certificate of Deposit #31 0.0.390.81460.86
Interest earned on M& T Bank Estate Market Index Account #150.0.41981610.59
Interest earned on PA State Bank Estate Account #260.15560.
Liquidation of VanKampen Funds
--- .
- 3 -
ASSETS - REAL ESTATE
Sale of Lots #152 and 153
Sale of Lots #154 and 155
Sale of 3 Cedar Cliff Drive, Camp Hill
L1QUIDA TION DATE AMOUNT
2/22/02 3,316.42
-------+--
, 3/14/02.1.QQ.Q.Q
_-1==____p,486,271__~
. ---=-. ---=- .. . ~= ~;;~~ ~~:~;~~
7/1/~ 18340477
-j--------- , - 335,294.41
I------------------j-----__
, !
-----1 3,091,41-0.22
1----
Solutia, Inc. ($35.84)
Cumberland Valley Cooperative Assn.
TOTAL ASSETS:
- 4 -
EXPENSES OF ESTATE "-------+-----
DESCRIPTION ------~ DATE PAID 12./7/01+AMOUNT92.68
Duty's Lock & Key -I
Register of Wills (probate fee) _ F-- 12/19/01 972.00
Cumberland Law Journal (advertising)__ 12/26/01 75.00
"!"he ~~ntinel (advertising~__ 1/24/02 80.87
t=>~stmaster __ J 3/21/02 3.10
Register of Wills (short certificates) -=L1--=="-- 33//2268!./00D22I "___ 8159'".2050
The Travelers Insurance (home owners premium) ~
~:t~~::~rs Insurance (home owners premium) .. -_ . ~9~/~10~/;10022 2_ .490 59...~0401-
Register of Wills (inheritance tax return filing fee) .
:~::~::::~-1==---1~~:~~~~__"1 ~:;~
Regist~r of Wills (short certificates) ---" = 1-= 6/24/0C 1500
~t. John's Cemetery (Lot purchase and opening) _ --~ 1/16/0~t=~ 700:~0
Verizon (Phone bill at The Woods) ___ _Ji1!/02 12.95
Verizo~hone bill at Cedar Cliff Drive property) 1/17/02 39.72
Lower Allen Township (Refuse and sewer 1/1/02 - 3/31/02) -~~--=---==r-- _o1/17/Q~_= 67.?0
PAWC (12/6/01-1/7102) _ ___ __ f-_......1f121DL __21.09
Allfirst Bank (lost safe deposit box key expense)
M&T Bank (check order fee)
Brockie Pharmatech (services of 11/27/01)
Zimmerman Landscaping
Musselman Funeral Home
-----_._._~~--~-
~a.11~ Cem~tery Memori~__
Comcast Cable
_________. __.__._n________________
PP&L Electric
---_..__._~--_.- ---------
V~l"i.zo~___o _0__ 2/27/02___~~87
PAWC (1/7/02 - 2/6/02) 2/27/02 10.24
PP&L Electric (1/11/02 - 2/11/02) ----r--~--=--=-2/2~~02 ~~-=~_ 33.27
Eberly's Mills Church of God (auction help; use of facilities) ! 2/28/021 250.00
~~~~~n~:k:~~;:~::':'::h of investments/date of death values) ._._"..-. -- f --;3//32r6~~/. ~OgL22 -~. ;50"~0~.Q ~0.00
Cordier Antiques (opinion of value for print) . _ 0 0 0 ..0
I..~Custom Frame Shop (reframing of print) 0__ _ 3/26/02~9.22
~~~~n (2~6/02~-o3/6/~2! __=-" o. ~=-~~;~~~; -==-~ ~}~
!:~&L Electric (2/11/02 - 3/12/02) "__________--L..___~~26/(J'!:1__~8.7?
Bonnie Miller, Treasurer (2002 Real Estate Taxes - Lot) f" 3/26/02l 175.22
------_. - -'----.-------------.-- -----------"-I--,-,-_._-~--~
!i~1::f;~~r~~~~~~~~~::;eTax~S-H~U~)~-= - - -- .-- - i- ==~!ll-=~!j
Lower Allen Townsh"ip (Refuse and sewer) ". 1----04/16/0~2i "67.50
Lowe. r Allen Township Police Dept. DARE & Youth Fund (person. nel at auction) . ! .... ~/22~b2. 20.0.00
~t>.~rly's Mills Church of God (auction help-use of facilities) . _____~/2212'!:_ ~O.OO
BOler B."Ritter (prep~ration of 2001 tax returns) _"__~26/0? __~25.00
Johnson Duffie Stewart & Weidner 5/13/02 360.00
- 5 -
DESCRIPTION DATE PAID AMOUNT
PAWC 5/13/02 10.51
Verizon 5/13/02 20.08
------
'--~ ._-_._-~
PP&L Electric = 1=-- ____5/3g/02 ___23.13
Pecora Engineering (survey of lots) 5/30/'l2 3,515.00
Park Custom Homes (repairs to real estate) _ _._== 61~1/02~~700.00
Johnson Duffie Stewart & Weidner 6/11/02 270.00
PAWC 1--6113/02,---11.57
Park Custom Homes (yard drain installation at house) I_=--= 6/1~02r--- _ 350.00
Verizon f-== --- - 6/24/~-_~.81
PP&L Electric 6/24/02F 13.28
Procopio Landscaping (services at house) __ ___- 6/2~~~ - _ 530.00
Procopio Landscaping (services at house) --+ 7/8/02 190.80
Environmental Compliance Management, Inc. (hazardous waste disposal) ~ - ~ 7/8!~~,205.00
PP&L Electric , 7/8/~L_ 5.98
:::r ot-WIIS (:dditi:n~1 probate tees due) - - u - - . ==t - - . ~~;:;~~l= 7~~~~
Boyer & Ritter (preparation of estate tax returns) ----r---.- 1/317~-- 625.00
Boyer & Ritter (preparation of Federal 1 041 and PA 41 returns) ~= 4/18~- 22. 5.00
Vital Records (additional death certificates)__~/3~~ _ 3.00
Register of Wills (filing fee for Final Accounting) 116 00
Boyer and Ritter (preparation of final estate tax returns)---t-- 500:00
Postmaster 10.00
Michael L. Bangs, Esquire (Partial Attorney's fee)-.12/31/02.-_~0,000.00
Mi~ha~ L. Bangs, Esquire (Remaining Attorney's fee) _____-1--_ 6934000
! 126,238.39
- 6 -
. . . . .
RECAPITULATION I
I ~ . -_._~~--- f---~-
~_._-~---- f-------
ASSETS AVAILABLE FOR DISTRIBUTION ~ 3,091,410.22
LESS EXPENSES ._~-----+-------=-=-=--
_ -3 ~--:--L .126'23~
----- -~
LESS DISTRIBUTIONS MADE TO CHARITIES
St. Jude Children's Hospital (partial distribution on 12/4/02) . ..,.. ~.=-I~~~:~
Humane Society of Pennsylvania (partial distribution on 12/4/02)
The HACC Foundation (partial distribution on 12/4/02) _~_._+--____~. 500,000.00
~oly Spirit Hospital (partial distribution on 12/4/02) . ~ E --=-=1 00000000
FUNDS AVAILABLE FOR DISTRIBUTION
- . . ..~-~ :~::;~
PROPOSED DISTRIBUTION
St. Jude Children's Hospital ~. -__--] 241,292.96
Humane Society of Pennsylvania
The HACC Foundation
--'-'-'-'-~--~_._._~._---_._-_.,-- .-1... ~.. .~ ~ j:m~~
Holy Spirit Hospital ....-------
-----,-..'--------
-_._---~--,-_.._--_.- ------~-~------.._-
I
- 7 -
AFFIDA VIT
MICHAEL L. BANGS, Executor, under the Last Will and Testament of Florence E.
Bliss, deceased, hereby declares under oath that he has fully and faithfully discharged the duties
of his office; that the foregoing Account is true and correct and fully discloses all significant
transactions occurring during the accounting period; that all known claims against the estate have
been paid in full; that, to the best of his knowledge, there are no claims now outstanding against
the estate; that all taxes presently due from the estate have been paid; and that more than four
months have elapsed since the first complete advertisement of the granting of letters in this
estate.
,
k1~
MICHAEL L.
SUBSCRIBED AND SWORN TO
BY MIC AEL L. BANGS, EXECUTOR
BEFO T I 00 DAY OF
r ,2003.
QUEST FOR DISTRIBUTION
Accountant requests that distribution be determined by the Court in accordance with the
Petition for Distribution to be offered in evidence at the audit of this account.
'.)
- 8 -
EXHIBIT A
Letters Testamentary and Copy of Will
WHEREAS, on the 20th
dated January 17th 2000
was admitted to probate as the last will of BLISS FLORENCE E
(LAI::)'l' , !<'lKI::)'l', IVJ1UULt;)
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2001-01152 PA No. 21-01-1152
ESTATE OF BLISS FLORENCE E
(LAI::)'l' , !<'lKI::)'l', JVllUULt;)
Late of
LOWER ALLEN TOWNSHIP
CUIVJ.I::lt;KLANU CUU.N'l'Y,
Deceased
Social Security No. 076-10-0114
day of December
2001 an instrument
late of LOWER ALLEN TOWNSHIP CUMBERLAND County, who died on the
6th day of December 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to BANGS MICHAEL L
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 20th day of December 2001.
>7bl~{7 ~~P~if'~6{2~
s er l .. l.~fr
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
b
~
~
............
~
......
'-....,
"
').
"-
\
"'-..J
.'-(
'v \
, )
~
.l
~).
\
,J
{
~ '. I.
~ ,""
\. ~.
\ ' '.
, . "'.T".
----------~_.........__,__.~."'.r. _.~~~,._......,'"",,"_"~._..., '. .....,. .' .
CW1!!
tJ.f
c:yfhrence~. CSB!iss
I, FLORENCE E. BLISS, of Lower Allen Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, and any and all taxes and assessments imposed by any
governmental body as a result of my death, whether on property passing under this will or
otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all
other articles of household and personal use, equipment and ornament, together with all
insurance thereon and relating thereto, in equal shares, as follows:
A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis,
Tennessee;
B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania;
C. WEST SHORE HUMt\NE SOCIETY OF HARRISBURG, INC., of
Mechanicsburg, Pennsylvania; and
D. A scholarship fund for students with financial need to attend
Harrisburg Area Community College, to be set up through the Harrisburg Area
1
...,..,
_. ,. r, ,... ." ,
... l ,r l ,
Community College Foundation, under terms and conditions deemed appropriate
by my Executor to accomplish this bequest, and to be administered through the
Harrisburg Area Community College Foundation by my Executor or his designee.
"
't,
~,
ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my
1-
possessions and estate of every nature and wherever situate, in equal shares, as follows:
--.
~
--.
A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis,
cJ
~)
~
Tennessee;
B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania;
~'
C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of
j
~
J
i \
\i'-
\1
\
\J
Mechanicsburg,Pennsylvania;and
D. A scholarship fund for students with financial need to attend
. Harrisburg Area Community College, to be set up through the Harrisburg Area
Community College Foundation, under terms and conditions deemed appropriate
by my Executor to accomplish this bequest, and to be administered through the
Harrisburg Area Community College Foundation by my Executor or his designee.
ITEM IV. I appoint MICHAEL L. BANGS, Attorney-at-Law, executor of this my last
will.
ITEM V. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby
give to my personal representatives the following powers and authorities effective without court
2
~, 'i""'--,-'-'",,~-,. ,.,~,
approval and until actual distribution of all property: to compromise any claim or controversy;
to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as
my personal representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including any stock or other securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my
personal representatives deem proper, without regard to any principle of risk or diversification;
to retain any or all assets of my estate, real or personal, without regard to any principle of risk or
diversification; to sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges, or leases, for such prices
and upon such terms or conditions as my personal representatives deem proper; and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM VI. I direct that my personal representatives and fiduciaries shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this
(1
day
of
~~.
,2000.
f'
.
'/' 0 /"
t.> 7 ./k-)J4<.<-- (.
FLORENCE E. BLISS
J"Z ,f '
"-'-~~
3
. ,
"
f1l)1U. .1
The preceding instrument, consisting of this and THREE other typewritten pages, each
identified by the signature of the testatrix was on the date thereof signed, published, and declared
by FLORENCE E. BLISS, the testatrix therein named, 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.
4
, -
.
~"'rr' '-'~' "1"" ~"'J ~
r TI
COMMONWEALTH OF PENNSYL VANIA
)
( SS:
)
COUNTY OF CUMBERLAND
The undersigned, being the testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
c.::..~ll) c..:> /3 r ,
//~~_. - ~
FLORENCE E. BLISS
)
( SS:
COUNTY OF CUMBERLAND )
WE, and V 0 uG titS J'~ Sf}+tthe witnesses whose
names are signed to the attached 0 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 she signed it willingly and that she executed it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight ofthe testatrix signed the will as witnesses; 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. L ~
D
NOTAItW. HAl
WINDY $. CH!5&!iO, Notory PubfIc:
... AIlGn Twr., CmIber10nd CcvrJfy
Mve_nlll4.l ~.Ntao, 10, 2003
5
Z t""' "tl CJ t""'t""' t"%jtrl t""'
~ trl trl ~ O;J> r:-'en t'r1
t-3 Z ~t-3 0t-3 t-3
(") t-3 Z trltrl :::O;J> t-3
(") , trl trl entrl:::o trlt-3 trl
(")e: m ~ :::0 :::0 0-<:::0 OZ trl :::0
:D
Ql 3 ^:D .. en t""'t""';J>t"%jCJ en
:l.C" Om > <:~t""' trl 0
~~ N H t"%j t-3
_Cll iil -n~ ~ ...... en ~t::l~ trl trl
;;?5. -I(J) I en H Z en
I-I 0 c:= ;J>CJ 0:1 t-3
::l (") mm ...... trl 0t-3 t""' ~
::l 0 O:D ('j I t::l ~O H
C/l e: :DO . ...... .. en trl
'S.::l ~~
Qi-< ,,-n ~ ...... en Z
I:E V1 ...... t-3
2. (") ~- trj N N ::t: ;J>
Ql 0 Z'
~S; (J)' ~ I H :::0
-...1- _(J) N "tl 0-<
o::l" (")Qo 0
~o 0 ~ I
we: rJl
C/l C N
Cll :0 0
-I 0
......
EXHIBIT B
Proofs of Publication of Letters Testamentary
.
PROOF OF PUBLICATION
.... ...
State of Pennsylvania,
County of Cumberland.
Lori Saylor, Classified Advertising Manager of THE SENTINEL,
of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of
general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th,
1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice
or publication attached hereto is exactly the same as was printed and published in the regular editions and
issues of THE SENTINEL on the following dates, viz
Copy of Notice of Publication
l~~,'~,~f,i,','bT,'~"',.{,; i
U ,E ' ,,'~,
"AOMlNlitRATioN on (
; the E8lale~"" tLORENCE'
· E.,IL,'S..I le.o.t.L,o., wer '.'
J A".'hTO,'~, hip; co., ,un.tY, 'i
l ,ofCuIjlbe nd,PennayH
l vanllll,',ditCa...d,Witra ;
u~tl~ittJ~~~~'..1
,1..20400j,liAR'/>>r'0I1.:~J
',.knowlng,them, Illves to.
ba Indel!ted to. said " .,'
: I, ~itat.lI'rir.l\Iqu.8ted to.
':rn\Kii'lffimedlat8~,;: " .:
, p.yme t, and !hoee" ,,,
,'. hllYlil" ~Ia~, i.:wlll'i"
P , ",' /illIwlthoU!
MI_~~~'
i 'A~Y.lt.La" '.~\ " ',;,
. ~~~m;;~~~~~~t: ;
" "I I
,;:\-~.~:..:~,
December 29, 2001, January 5, & January 12, 2002
Affiant further deposes that he is not interested in
the subject matter of the aforesaid notice or
advertisement, and that all allegations in the
foregoing statement as to time, place and character
of publication are true.
~x?{~
,--' ~
January 16, 2002
Sworn to and subscribed before me this 16th
day of January , 2002.
~ 0 -~/VZWh
Notary Public
My commission expires:
NOTARIAL SEAL
SHI~lEY O. DURNIN, Notary Public
CarUsle ~or~.. Cumberland County
My CommIssion Expires Aug. g, 2008
------...-.- ..
.
.
..
.
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County
and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland
Law Journal, a legal periodical published in the Borough of Carlisle in the County and State
aforesaid, was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
VlZ:
JANUARY 4,11,18,2002
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Ro;e~ Edit:-
BU.., Florence E., dec'd.
Late of Lower Allen Township.
Administrator: Michael L. Bangs.
Esquire.
Attorney: Michael L. Bangs, Es-
quire. Attorney-at-Law, 302
South 18th Street, Camp Hill, PA
17011.
SWORN TO AND SUBSCRIBED before me this
18 day of JANUARY. 2002
NOTARIA ..;
LOIS E, SNYDER, Nci:t:iy Public
My~ ~~~;i1:cn ~~~
.
4
.
EXHIBIT C
Notice to Heirs of Filing of Account and Date for Confirmation
.
.
~
Z
::J
o
U
U
<
io..:l
~
H
~
Q
Z
<
~
Cf.l
~
H
~
<J) . C g ai
~.I~. "c. o~
:II~llfi i
j'5 t 11 i ~ i
~~JJ'5~11 ~
~ .,1 r~1
IhdJlhii
!!~I!tl'il-
il ~l i j I! ~
!~ht!~P!
oi)2~!i .~c
~!iijui gls ~
-:~ eii
;~.~s ';,~ ~iJ.3
Cf.l
H
io..:l
a:l
.
~
Z
~~
Uio..:l >t
Zio..:l ~
~< Z
o~ 5
io..:l~ u<
~:J: H
~S~!iE~
o H<>
~~5Sio..:lio..:l
~ ~>t
<~Z~Cf.l
~~~a:lZ
~~~Bre
N
l/'l
I""'l
I""'l
I
I""'l
o
I
I""'l
N
_. c c
c a:> 0
rn i 1:; ;: _0 !?
c ... ~ c-
is 8~~~tll~
~ > ~ E .-
~ i! ir! oa.t ~.2
hllH fii
~~Ij~.ll.d
4) ~ l~; t .Q ~
j5J'Jjil
U't~1 alj
iJjilSi!Zli
~ ! i~s.kl
! i C ~
!!H nh
~
~
~~'
.-.~
.
-0
Z
~
io..:l
H
J:z.i
. ~~p~"~
8~\ Ag . l':~:!~ ':Ji~~QUISIP' 10 _tft
-ptHIO. p99000l0 qW^ eOUEPJOooe ut
fH:a1:)SP \!oltnqp',,;![J pUB AI,nnlOSqe
P-::1.lJJ:IUC:)iUliC;O;)'II."- '-c-(fqt-T-
-
-
rJJ 0
t:) !::
~ ~ ~ s
:i ~ ~
. ~ =: ~
~>-lCCIl
..:l ~ : 2
~ ~ ~ ~
-< g ~ .J
~ I:: III ...l
o .., 0 -
~ Cl ==
~ Il.
~
\:I
Vi
,,1 K..
REGISTER OF WILLS OF CUMBERLAND COUNTY
REPORT OF STATUS OF ADMINISTRATION
(For Resident Decedents Dying after July 1, 1984)
ESTATE NO. 21 - 01- 1152
Name of Decedent:
Social Security No.:
FLORENCE E. BLISS
076-10-0114
Date of Death:
December 6, 2001
Name of Personal Representative:
Michael L. Bangs, Esquire
302 South 18th Street
Camp Hill, P A 17011
Capacity
(check one)
Executor
Administrator
x
Administrator c.t.a.
Administrator d.b.n.
Is the administration of the estate complete? Yes_X_ No
If "Yes", how was the administration ended? (check one)
By court accounting _X_
By account stated to parties in interest
Did the parties release the
personal representative?
Other (explain)
Total amount paid to date to creditors and for funeral and $126,238.39
administrative expenses
Total value of distributions to date to beneficiaries $2,967,234.83
If administration is not complete, estimated value of assets $
still in administration
NOTE: This status report is due no later than the due date for filing of the Pennsylvania
inheritance tax return or, if no inheritance tax return is required, nine (9) months after the
date of death; if the administration of the estate has not been concluded, a summary report
shall be filed annually thereafter until the administration is complete.
I certify under penalty of perjury that the foregoing information is correct to the best of my
knowledge, information and belief.
Date:
t:)-11)3
VvM!JL/ ?Il/)
Attorney for Estate ///
.I ,
///
{/
,-,~~ f;~ 0 f
Wills
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
REV-485 EX AFP tDl-051
MICHAEL L BA~S ~~ 20 All:20
302 S 18TH ST
CAMP HILL ,~;. P A 1701,1,,, rt
,,~C ~l _, ,-./uU
Cumbt; .:C::fiO CO., PA
02-16-2004
BLISS
12-06-2001
21 01-1152
CUMBERLAND
201
FLORENCE
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
REV=48'3-Ex--AFP-Toi---o3i-----..-NoficE-oF--DETERMiNATiON'-A"NJi-ASSESSMENT----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF BLISS
FLORENCE E FILE NO.21 01-1152
ESTATE TAX DETERMINATION
ACN 201
DATE 02-16-2004
.00
1. Credit For State Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
.00
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate Tax Due
TAX CREDITS:
PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR). YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
REY-756 EX lFP IDl-DZl
'04 FES 20 m 1 :21
MICHAEL L BANGS ESQ
302 S 18TH ST..
CAMP HILL L-.i:..rl"PA 17011 ,~Gurt
CVlTlL2i: IC CO.. PA
02-24-2004
BLISS
12-06-2001
21 01-1152
CUMBERLAND
202
FLORENCE E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .......
ii"EV=736-E;CAFPToi:.-02'j-----.i-NofiCE-OF--DETERMINATION-AND-ASSESSMENy------------------------- ---
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF BLISS
FLORENCE E FILE NO.21 01-1152
ESTATE TAX DETERMINATION
ACN 202
DATE 02-24-2004
.00
1. Credit For State Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
.00
.00
5. Pennsylvania Estate Tax Due
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
TAX CREDITS:
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
-
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
REV-1500 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
OFFICIAL USE ONLY
/'/-,:).Y- ~~
21-01-1152
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)
Bliss Florence E.
DATE OF DEATH (MM DO-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
076-10-0114
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Copyright (c) 2000 form software only The Lackner Group, Inc.
DATEOFBIRTH(MM DO-YEAR)
12/06/2001 06/22/1907
{IF APPLICABLE SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL
NUMBER
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) X
7. Decedent Maintained a Living Trust 1
(AttaCh copy of Will)
D 9. Litigation Proceeds Received
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 Trust)
D 10. Spousal Poverty Credit D 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch O)
THIS SECTIONM~T SE. COMPLETED; ALl'CQRIJ1i!Sii'oND~eE'&ll111'4I'IDENTIA"jrAX:l~ORM'ATlI1N'SH~lltDSE;IURI!.c;mIl.:r:Q'
NAME COMPLETE MAILING ADDRESS
Michael L. Ban
FIRM NAME (If Applicable)
uire
302 South 18th Street
Camp Hill, PA 17011
OFFICIAL USE ONLY
(8) 3,116,907.80
(11) 133.662.47
(12) 2,983,245.33
(13)
(14) 2,983,245.33
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
0.00
0.00
TELEPHONE NUMBER
R
E
C
A
P
I
T
U
L
A
T
I
o
N
717 730 - 7310
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
.
(1)
(2)
(3)
335,294-.41
1,534,387'.38
None
(4)
(5)
None
1,247,226.01
(6)
None
None
130,862.01
2,800.46
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2) 2,983,245.33
16. Amount of Line 14 taxable at lineal rate 0.00
17. Amount of Line 14 taxable at sibling rate 0.00
18. Amount of Line 14 taxable at collateral rate 0.00
19. Tax Due
20.
x
X
X
X
.0 0
.0 45
.12
.15
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
3 Cedar Cliff Drive
CITY I STATE I ZIP
Carnp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Totallnterest/Penalty ( 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. (58)
Make Check Payable 10: REGISTER OF WillS, AGENT
0.00
0.00
0.00
0.00
0.00
~iti~~~i~i,~~~iWi~~ii~~~ii~i~tt~Wli~~ii~~~i~~I~i~i~'ii~~ii~t~6il~i~"~~ ':',*!;
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or 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.
I~'~~~~PPROPRI~TE BLOCKS
Yes No
~~
D
D
D
D
[]]
D
Under penalties of perjury.! 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.
I/S'GY~~~:~'";~~1N :rO?:J'NG RETURN .. .~~?~;~~~.~: l:.~~~;.~~~;.~Ui~.~................
I' Carn Hill, PA 17011
S'G1ATU~~:7~RrT HH_7~ SE AnVE .~~?~;~~~.~:l:.~~~;.~~~;.~Uir.~.. u.. m m.. u..
C , hf- Carn Hill PA 17011
DATE
(r
J t.' 'f!- d'" '"
DATE
For dates of death on or after 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 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at 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 PS 9116(a)(11].
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(aXl.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. Form REV-1500 EX (Rev. 6-00)
----
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Florence E. Bliss SS# 076-10-0114 12/06/2001 21-01-1152
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with riQht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Sale of Lots #152 and #153 78,217.16
(See attached settlement sheet)
2 Sale of Lots No. 154 and 155 73,672.48
(See attached settlement sheet)
3 Real estate located at 3 Cedar Cliff Drive, Camp Hill 183,404.77
(See attached settlement sheet)
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 335,294.41
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
-
- ,...
A B. Y E AN:
OEPARTMENT OF HOUSING & URBAN DEVELOPMENT '.oFHA 2.0 FmHA 3. DCONV. UNINS. 4.oVA 5.DCONV. INS.
U.S.
SETTLEMENT STATEMENT o. 0218B [,
8. MORTGAGE INS CASE NUMBER:
L. Nu'e This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
lIems marked "{POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1,03/Qa (02188/02188/221
D. N~Me ANu AuD~Eoo u, eUKKUWeK. I e. NAMe ~ND Auu~coci UcoeLLeR . "M,c A"u AuDKess Uf LeNUeK.
Justin D. McClure and Estate of Florence E. Bliss
Laura L. McClure
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25.1878915 I. SETTLEMENT DATE:
Lot #152 and #153 Cedar Cllff Dr. Keystone Land Transfer, Ltd.
Camp Hill, PA 17011 May 22, 2002
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
3421 Market Street
Camp Hill, PA 17011
.. 'v ,u"e~o "UN ^. . uc
100. GRu:s:s AMUl N M R WeK: 0 , uU :
l'U. ontrac a es nce I on rac a es rice I
IlUL l-ersona ropery I ersona rope y
flUJ, :::ieltlemen arges 0 orrower ,ne I
1U4 I
10'. I
AOjUSrmen s r-or /fems a, y e erm a vance ~us men s 0' ems al_u oy .:.eller In advance
lUtl (..;IlYllown laxes 0 406. City! lawn axes '0
lUf, \..,ounly axes 0 ,." 407. Coun Y axes ,0 '.J'
lUI:I. ;::.croo " 0 '0.'" 408. Sc 00 " '0 "'"
1U' 409.
'10 i
",.
m
120 GROSS AMOUNT DUE FROM BORROWER 86,679.41 420. GROSS AMOUNT DUE TO SELLER 85,033.16
200. AMuuN l:::i PAID tj' uR IN BEHALF B R 500. RE NT uue 'u LLER:
LU1. uepoSl1 or earnesl money I.UUU.UU xcess eposll \.::.ee Ins rucllons/
LUL. I-'flflClpal Amoun 01 New oan s e emen arges 10 .::.eller 'ne
LUj, t:XIS Iflg loan S)laKen SU Jec 0 XIS mg oan s laKen SUOjeCllO
'U'. IOU'. aYOTTO IrsllVlongage
,uo. ayo o secon or9age
'uo
eposl " . as proceeus/
50B. ,
509. I
yus men s_ror Ilems Unpaid /:jy :::>eller ~us men s " em~ unpa/u oy ;eller
'y own axes 0 510. 'y own axes to
ounly axes to 511. County axes 0
COOl lax 0 12. Sc 00 " 0
I'"
I'"
I"" 010.
220 TOTAL PAID BY/FOR BORROWER i 1,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER I 6,816.00
'A' :
JU1. rass moun I, uue rom l'3orrower (line 00.0'".0 1 rass moum uue I 0 ::;eller ,ne
jU2. Less moun~....alu cYlror l:lorrower (line , .uuu.uu. ess t"'(eaucllons uue .::.eller (une OLU) ,I
303, CASH ( X FROM) ( TO) BORROWER 85,679.41 603. CASH ( X TO)( FROM) SELLER 78,217,16
OMS NO 2502 0265 ""
i!X<?~
Page 2
L. SETTLEMENT CHARGES
700. TOTAL COMMI~SluN Based on Price $ @ % 5,950.00 , PAID FROM PAID FROM
DIVISion ot r.;ommlssloif7Tme fUU) as rOIlOWS: BORROWER'S SELLER'S
IU1. > <,"OU.VV to ,.....e ax Healty ASSOciates, Inc. FUNDS AT FUNDS AT
IUL. > J,UUU.VU 10 ~",,-NKI , Inc. SETTLEMENT SEITLEMENT
rUJ. l.,;ommlSSlon ala at ~eUlemem o,"bU.Ul
fU4. I ransac Ion ree to
800. ITEM~i'PAYABL" IN <;uNNECTION WITH LOAN
80 . Loan C nglnation r ee U.UUUU % to
802. Loan LJiscount 'fo to
B03:' AppraISal ree 10
BU4. cred" Kepon to
/:IU:,. Lender s InspeCtion t-ee 10
/jut). Mortgage Ins. App. I-ee 0
ItlUf. flssump Ion ree 0
I dUd
I dU".
10m
101'
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. !nterest From 10 @ $ Iday ( days %)
~u:c. MOrtgage nsurance t'remlumror rnonms IO
9OJ: Hazard Insurance Premium for 1.0 years to
904:
90S:
1000. RE DEPU~ITED WITH LENDER
1001. Hazard Insurance T per
~age nsurance $ per
1003. CityTTown I axes $ per
1004. Counly Taxes $ per
1005. School Tax -. per
> per
1007. (Q -. per
1008. Aggregate Adjustment @ $ per
1100. TITLE CHARGES
1101. Settlement or Closing Fee 10
11 UL. At s rac or Tille ::iearcr 0
1103. Title Examination 0
11U4. litle Insurance Hinder 0
111U~. Uocument~reparatjon o MicnaeJ L. tjangs, Esq. ~Ul
rTl Uti. Notary I-ees to <;A~r 12.00
TmT Attorney s rees to
mCIUOes aoove Item numbers: )
rTf01r. IIUe Insurance o KeYStOne Land Transfer, Ud~ FOICY 768.' .
Includes above item numbers: )
I 1 1 u~. Lender s l.,;overage >
! 111 u. uwner s l.,;overage > db,UUU:OO-
. 1111.
I 111 L l.,;losmg I- roleC[lon Letter
111 J. I ax Kecelpts to KeYStone Lana J ranSler, Ltd. 4,UU
1200. GOVERNMENT RECORDING AND I '<;HAK<>"~
1201. Recording Fees: Deed $ 27.50; Morlgage $ Releases $ 27.50
'-l2UZ.-c...J1Y7CQun y aX/,:)lampsDeea J:OU; Mbffgage <l5U:
l:CUJ. ~tate I aX/~tamps: Kevenue ~tamps 55U.UO; Mongage B50.0C
112cr4~
120S:-
1300. ADDITIONAL ~'" I LEMENT CHARGES-
1301. Survey 10
13U2': J-'est Inspection 0
1303:
1304.
130S:
1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 1,646.25 6,816.00
By signing page 1 ot this statement, the sl nalones ackrlOwled e recei loa com leted co Of, a e 2 of lhis two a e statemenl
Certified to be a true copy.
-
9
9
p
py pg
pg~ ~
y~ one an ~ttv)
Settlement Agent
A. Settlement Statement
B. Type of Loan
Summit Abstract Services, Inc,
3904 Trindle Road
Camp Hill, PA 17011
5/28/02
,.
FHA 2.
FmHa 3. XX Cony. Unlns.
. File Number . Loan Number
. Mortgage Insurance Case Number
4. VA 5. Cony. Ins C-1112 PP0719BR N/A
o e: s arm s urn s e 0 9 va you a. emen 0 8e ua se emen COli . moun pa 0 an y e se emen agen are
shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for Informational purposes and are not
Included tn the totals
D. Name and Address of Borrower . Name and Address of Seller . Name and Address of Lender
Jestin L. Kaercher Michael L. Bangs, Executor he Washington Savings Bank, FSB
Cassandra L. Kaercher 02 South 18th Street 201 Mitchellvllle Road, Suite 300
5 Riddle Road Camp Hill, PA 17011 Bowie, MD 20716
Camp Hill, PA 17011
G. Property Location lH. Se!l1ement Agent
Lots 154 and 155 SummIt Abstract Services, Inc.
Camp Hill, PA Place of Sell!emenl I. Settlement Dale
(Lower Allen Township) 3904 Trlndle Road
Camp Hill, PA 17011 5/29/02
J. Summa of Borrower's Transaction
100 Gross Amount Due From Borrower
K. Summa of Seller's Transaction
400 Gross Amount Due to Seller
101. Conlract sales Pr1ce 80,000.00 01. Conlractsales price 80,000.00
102.Personaloroo~ 02. Personal orooertv
103. SetUemenl charaes to borrower (line 1400) 3,528.30 03.
104. 04.
105. 05.
Adjustments for Items paid by seller In advance Adjustments for Items paId by seller In advance
106. Cilvltownlaxes " 06. Cllvl10wn laxes 10
107.Countvlsxes 5/29102 to 12131102 51.85 07. Counlvlsxes 5/29102 to 12/31102 51.85
108. Schoollaxes 5/29102 to 6/30/02 20.63 08. Schoollaxes 5/29/02 to 6130102 20.63
109. Assessments to 09. Assessments to
110. Sewer to 10. Sewer to
111. Trash 10 11. Trash to
112. 12.
120. Gross Amount Due From Borrower 83,600.78 420. Gross Amount Due to Seller 80,072.48
200. Amounts Paid Bv Or In Behalf of Borrower 500. ReductIons In Amount Due To Seller
201. Deposit or eameslmonev 14,150.00 501. Excess deposit (see Instructions)
202. Principal amount of new loan{s) 64,000.00 502. Settlement charges 10 sener lline 1400) 6,400.00
203. Existing 108n(s) taken subect 10 503. Elllstlno loanrs) taken sub ect to
204. 504. Payoff first mortoaoe
205. 05. Payoff second mortgage
206. 506.
207. 507.
208. 508.
209. 1509.
Adlustments for Items unDsld bv seller Adlustments for Items unDald bv saller
210. Cltvltown taxes to 510. Cltvllown taxes to
211. Countvtaxes to 511. Countvtaxes to
212. Schoottaxes 10 12. Schooltsxes to
213. Assessments to 513. Assessrnents to
214. Sewer to 514. Sewer to
215. Trash to 515. Trash 10
216 16.
217. 17.
218. 518.
219. 519.
220. Total Paid By/For Borrower 78,150.00 520. Total Reductfon Amount Due Seller 6,400.00
300 Cash At Settlement FromITo Borrower
BOO Cash At Settlement TofFrom Seller
301. Gross amount due from borrower 1Ine120) 83,600.78 01. Gross amount due to seller lina 420) 80,072.48
302. Less amounts Dafd bv/for borrower Une 220l 78,150.00 02. Less reductions In amt. due seller (fine 520) 6,400.00
303. Cash From Borrower 5,450.78 03. Cash To Seller 73,672.48
HtJD-l (3-B6)
RE5PA, HB 4305.2
-
(Charges
,...{Sales/Broker's CommIssion based on crlce $ 80000.00 <ill 7.00% 5600.00 Paid From Paid from
Qivision of Commission (line 700) as follows: Borrower's Seller's
101 $ 5600.00 10 ERA.NRT, Inc. (Jack GauQhen) Funds at Funds at
702 $ 10 Settlement SelUement
703 Commission paid at Sell1ement 0.00 5,600,00
704
8DO. Items Pavable In Connection With Loan
801 loanOriQinationFee 1.000%to TWSB 640.00
802 loan Discount 10
803, Appraisal Fee 10 Connor 200.00
804 Credit ReMrt to
805. lender's Inspection Fee to
806, Mortgaoe Insurance Aoplicatlon Fee to
807,Assumptionfee to
808 Tax Service Fee to TWSB 85.00
809 Courier/Overniohl Mall to FedEx 30,00
810 Document Preparation to TWSB 295.00
811. Flood Certification to
812.
m
61'
900. Items Required Bv Lender To Be PaId In Advance
901 Inlerest From 5/29/02 to 5/1102 '" 13.59/dav 40,77
902. Mortgage Insurance Premium for month 5)10
903. Hazard Insurance Premium for vear(s)to
904.
1000. Reserves Deposited With Lender
1001. Hazard Insurance monlhsta! oermonth
1002. Mortoaoe Insurance months@.! oermonth
1003. Citv prooertv taxes monthsl8l nermonth
1004. Countvorooertv taxes 4 months@ 14.50 o-ermonth 58.40
1005. Annual assessments monthstfb oermonlh
1006. School taxes 11 monthstEb 39.22oermonlh 431.42
1007, Flood Insurance monthslBl oermonth
1008 monlhstl!! oermonth
1009. Aooreoate adiustment (73.04
100. Tlte arRes
1101. Selllemenl or closlno fee to
1102. AbstractorUUe search to
1103. T1!!e examination to
1104. Title Insurance binder to
1105. Documenlpreparation to
1106. Notarvfees to Diane Jenkins
1107,Attornev'sfees to Mlchaell. Banos, Esq. POC
(including above !lems numbers: \
1108, Title insurance to Summit Abstract Services, Inc, 888,75
(including above Items numbers: 1101,1102,1103,1104 \
1109. lender'scoveraae ,
1110. OWner'scoveraoe ,
1111. ICS letter Fee to The Securltv Tille Guarantee Corp. of Baltimore 35,00
1112.
1113. Ovemiahlmail to Airborne 20.00
1200. Government Recordlnn and Transfer Charoes
1201 Recording fees: Deed $25.50 Mortaaae$ 51.50 Rel./AsslQn. $ 17.00
1202. City/county tax/stamos: Deed $800.00 MortQage $ 800.00
1203. Statetax/stam s: Deed 5800.00 Mortoaoe $ 800.00
1204.
1205.
1300. AdditIonal Settlement Charges
1301.SuNev to
1302. Pest Inspection to
1303. Radon lest to
1304.
1305.
1400. Total Settlement Charges (enter on lines 103, Sect/on J and 502, Sect/on K) 3,528.30 6,400.00
I Ch
Certification
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my,knowledge and belief, It Is a true and accurate statement
of .11 ""'pts .od dt.bu...moots m.d. co m Y account or by me In this transa,ctlon. I further certlfy~th t I have received a
cop~,.~ he UD-1 Settlement Statement. ~1 //' ~~ l:~ yc,__
1t..I(ct . L
~orro ers or Agents Sellers or Agents
Th 0-1 Selllemenl Statement which 1 have prepared Is a true and accurate account oflhls transaction. I shall cause the funds to be disbursed
o~an;:e:?~.~emenl. . /.w,", /
~--G.f' P"a/~""'- ;:;;.- ...:) ~YO~
S ment Agent? Date
WarnIng: /I is 8 crima to knOWingly make felse statements to the United States on this or any other similar form. Penalfies upon conviction can
include 8 fine end imprisonment. Fordetells see: Title 18 U.S. Code Section 1001 end Section 1010. 5/28/02
----
Loan ID# PP0719B~
ADDENDUM TO HUD 1 SETTLEMENT STATEMENT
mm SETTLEMENT CERTIFICATION
I have carefully reviewed the HUD~1 Settlement Statement and to the best of my knowledge and belief, it is a true and
accurate statement of all receipts and disbursements made on my account or by me in this transaction. If further certify that
I have received a copy of the HUD-! Settlement Statement.
May 29th, 2002
-Date
May 29th, 2002
~Date
~Date
~Date
-Date
-Date
May 29th.
2002
.Date
May 29th, 2002
.Date
~Date
~Date
ilY'f/~
Je~n L. Kaercher -Borrower
~ -cP ~JJ/L
Ca. sandra L. Kaercher
~Borrower
.Borrower
-Borrower
.Borrower
-Borrower
~.\~
al:"~
/
.Seller
Florence K. Bli..
-Seller
-Seller
-Seller
The HVD-I Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused
or will cause the funds to be disbursed in accordance with this statement.
4,- ~~pL.-:c
S ent Agent C;/
."--'19 /02-
Date
WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form.
Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and
Section 1010.
AANAPl ~ 10301996
--
~ Prep Plus, Inc.
A. Settlement Statement
B. T pe of Loan
1. FHA 2. FmHa 3. XX Conv. Unins. . File Number . Loan Number 03-. . Mortgage Insurance Case Number
4. VA 5. Conv.ln, C-1124 119-007591942- N/A
o e: s ann s urn s e 0 9 va you a 8 emen 0 ac ua 8& emen cos . moun pa 0 an y e se emen agen are
shown. Items marked "(P.o.c.)" were paid outside the closing; they are shown here for InfonTIatlonal purposes and are not
included in the totals
Summit Abstract Services, Inc.
3904 Trlndle Road
Camp Hill, PA 17011
6128/02
D, Name and Address of Borrower E. Name and Address of Seller W~ame and Address of Lender
James 8. Loop Michael L. Bangs ahington Mutual Bank, FA
(Michael K. Huff) Executor of the Will of 00 East Main Street
Box 523 RR 2 Florence E. Bliss Stockton, CA 95290
New Bloomfield, PA 17068
Camn Hill, PA 17011
G. Property Location . Settlement Agent
3 Cedar Cliff Drive Summit Abstract Services, Inc.
Camp Hill, PA 17011 raceofSetttement I. Settlement Date
3904 Trlndle Road
amp Hill, PA 17011 7/1/02
J. Summa.... of Borrower's Transaction K. Summa:::- of Seller's Transaction
100 Gross Amount Due From Borrower
101. Contract sale~ce 200,000.00 01. Contract sale$;ice 200,000.00
102. Personalnronertv 02, Personal nron-;;:-
103. Settlement cha~s to borrower line 14001 8,554.06 03.
104. 04.
105. 05.
Adjustments for items paid by seller In advance Adjustments for Items paid by seller In advance
106. Cltv/town taxes to 06. CHown taxes to
107. Countutaxes 7/1/02 to 12131102 378.67 07. Coun'" taxes 7/1/0210 12131/02 378.67
108. School taxes to 08. School taxes to
109. Assessments to 09. Assessments to
110. Sewer to 10. Sewer to
111. Trash to 11. Trash to
112. 12,
120. Gross Amount Due From Borrower 208,932.73 420. Gross Amount Cue to Seller 200,378.67
200. Amounts PaId Bv Or In Behalf of Borrower 600. Reductions In Amount Due To Seller
201. D;;(;slt or earnest money - 5,000.00 501. Excess de~slt 'See Instructlon;l
202. Prlnelnal amount of new loan~ 160,000.00 502. Settlement cha....es to seller fllne 140m 16,973.90
203. Exlstlnn 10a-;;) laken sub ect to 503. Exlstlnn loan(s taken sUblect to
204. 04. Pau~ff first mort-:;"~
205. 505. Pavoff second mort"8"e
206. 506.
207. 507.
208. 508.
209. 0'.
AdJustments for items unDald ~seller A"Cfu.stments for Items unnaid bv seller
210.ci~liowntaxes to 510. Cltvltown taxes to
21 1. Cou;.:taxes to 11. Countvtaxes to
212. Sehooltaxes 711/0210 7/1102 0.00 12. Sehoollaxes 711102 to 711/02 0.00
213. Asaessments to 13. Assessments to
214. Sewer to 514. Sewer to
215. Trash to 515. Trash to
218. 16.
217. 517.
218. 518.
219. 19.
220. Total PaId By/For Borrower 165,000.00 1520. Total Reduction Amount Due Seller 16,973.90
400 Gross Amount Cue to Seller
300 Cash At Settlement FromfTo Borrower
1500 Cash At Settlement TolFrom Seller
301: Gross amount due from borrowe;fifne120 208,932.73 1A01. Gross amount due 10 seller /lIne 4201 200,378.67
302. less amount~ld bvlfor borrower line 220) 185,000.00 1A02. less reductions In emt. due seller lIne 520\ 16,973.90
303. Cash From Borrower 43,932.73 1803. Cash To Seller 183,404.77
HUD-l (3-86)
RESPA, HB 4305.2
---
_.drSalesfBroker's Commission based on price $ 'OOOOO.OOiS) 7.00%:::14000.00 Paid From Paid from
Division of Commission (line 700) as follows' Borrower's Seller's
701. $ 14000.00 " ERA-NRT, Inc. Funds at Funds at
702. $ " Settlement Settlement
703. Commission paid at Settlement 0.00 14,000.00
704, Transaction fee to ERA.NRT Inc. 100.00
aoo. Items Pavable In ConnectIon With Loan
801 loan Ori Ination Fee 10
802.loen Discount 10
803. ApPraisal Fee 10 Central Penn Aoor~lsers 225.00
804. Credit Reoort 10 FIRST AMERICAN CRECCO 4.75
a05. lender's Inspection Fee 10
806. Morteaoe Insurance ApoJica!ton Fee 10
807. Assumotionfee 10
808. Tax Service Fee 10 lERETA CORP. 71.00
809. Wire transfer fee 10 Wash. Mutual 35,00
810. Document Preparation 10
811. FloodCertlficalion 10 lERETA CORP, 13.00
812. Application deposit to Wash. Mutual (325.00
813. Payment orocesslne to Wash, Mutual 200,00
814 Fundlnn end review fee toWash,Mutual 300.00
,argo!!
900. Items Required Bv Lender To Be Paid In Advance
901 Inlerest From 7/1/02 10 8/1102 is) 30.14 fdav 934.34
902. Mortnane Insurance Premium for month{sltn
903. Hazard Insurance Premium for Vear(s\to
904.
1000. Reserves Deposited With Lender
100L Hazard Insurance monthsol'il nermonth 79.34
1002. Mo;;;ge Insurance months~ ----;rmonth
1003 Citv---;:;;:;'pertvtaxes months';m ---;;rmonth
1004. Countv- oroo~rtv taxes months~ oermonlh 271.60
1005. Annual assessments monlhsfl'Il oermonth
1006. School taxes monlhstB! oermonlh 932.80
1007. Flood Insurance monthsfRl nermonth
1008. monlhstl'fl nermonlh
1009.A~teadlustmenl 176.48
1100 Title Charges
1101 Settlement or closlno fee 10
1102. Abstract ortllla search 10
1103. Title examination 10
1104. Tille insurance binder 10
1105. Document ~reoaratlon 10
1106, Notarvfees 10 Diane Jenkins 4,00
1107. Attome\J'S fees 10
(Includinn above Items numbers: ,
1108 Tille insurance 10 Summit Abstract Services, Inc. 1,508.75
(includl-;;-above items numbers: 1101,1102,1103,1104 -,-
1109. lender's coveralle $
1110. Owner's coverage $
111L ICS letter fee to The Securltv Tille Guarantee Corn. of Baltimore 35,00
1112. 2002-03 school real estate tax to Bonnie K. Miller, TC 2,090.46
1113. Overninhlmail 10 Airborne
1200. Government Recordlnn and Transfer Charnes
1201. Recordlnnfees: Deed $28.50 Mortoane $ 54.50 ReI.lAsslnn.$ 83.00
1202. Citv/coun'" -tax/stamos: Deed $2000,00 Mortaaoe$ 2,000,00
1203 Statetax/stam"s: Deed $2000.00 MortQaae$ 2,000,00
1204. Tax cart, fee to Bonn!eK. Miller, TC 4.00
1205.
1300. Additional Settlement Charoes
1301, Survey 10
1302. Pestlnspecllon 10 (treatment for nowder oosl beetles' to Bowers Pest 969,90
1303. Radon test 10
1304. SewerfTrash: 3rd ntr. 2002 to lower Allen TownshIp 67.50
1305.
1400. Total Settlement Charges (enter on lines 103, Section J and 1502, Section K) 8.554.06 16.973.90
Certification
I have carefully revl8wod th8 HUD-1 Settlement Statement and to the bellt of my'knowledge and belief, It Is a true and accurate statement
of all receIpts and dill rsements made on my account or by me In this transaction. I further certify that I have received a
cOPr of the HUD-1 lement Statement.
'.J?~
ent Agent <. Date
Wamfng: ft is a crime to knowlnglY.(flake false statements to the UnIted States on this or any other sfmlfar form.
Include a fine and Imprisonment. Fordetelfs see: Title 18 U.S. Code Section 1001 end Sect/on 10tO.
7/, /oi<-
II cause the funds to be disbursed
Penalties upon conviction can
6128/02
---
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Florence E. Bliss
SS1! 076 -10 - 0114
12/06/2001
21-01-1152
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 750 shares AT&T - AT&T
10
11
12
13
14
15
16
17
18
DESCRIPTION
2
54 shares Avaya - Avaya
UNIT VALUE
17.95
12.50
33.55
14.32
71.47
45.29
82.08
52.28
14.63
65.36
8.43
56.48
44.23
28.44
45.90
14.28
33.01
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
3
100 shares Corn Products International Inc. - Corn
Products International Inc.
4
Cumberland Valley Cooperative Assn. - Stock Liquidation
5
III shares Delphi Automotive Systems Co. - Delphi
Automotive Systems Co.
6
32 shares Dlectronic Data Systems Corp. - Electronic
Data Systems Corp.
7
100 shares E.I. Dupont DeNemours & Co. - E.I. Dupont
DeNemours & Co.
8
5,808 shares Eli Lilly and Corporation - Eli Lilly and
Corporation
9
160 shares General Motors Corporation - General Motors
Corporation
24 shares GM Hughes Electronic Corporation - GM Hughes
Electronics Corporation
2,400 shares Hershey Foods Corporation - Hershey Foods
Corporation
648 shares Lucent Technologies Inc. - Lucent
Technologies, Inc.
156 shares Morgan, Stanley, Dean Witter & Co. - Morgan,
Stanley, Dean Witter & Co.
4,380 shares Pharmacia - Pharmacia
12 Prudential Financial - Redemption of Shares
100 shares Sears, Roebuck & Co. - Sears, Roebuck & Co.
876 shares Solutia Inc. - Solutia Inc.
184 shares The Allstate Corporation - The Allstate
Total of Continuation Schedule(s)
VALUE AT DATE
OF DEATH
13,462.50
675.00
3,355.00
100.00
1,589.52
2,287.04
4,529.00
476,720.64
8,364.80
351.12
156,864.00
5,462.64
8,810.88
193,727.40
341.28
4,590.00
12,509.28
6,073.84
634,573.44
1,534,387.38
Form REV-1503 EX (Rev. 1-97)
Estate of: Florence E. Bliss
Soc Sec #: 076-10-0114
Date of Death: 12/06/2001
Item
#
Description
Continuation of Schedule B
(Stocks and Bonds)
Unit
Value
Value at Date
of Death
Corporation
19
84 Series E and EE Bonds (Group 1)
20
24 Series HH Savings Bonds (Group 2)
21
178 Series E and EE Bonds (Group 3)
136,469.16
23,000.00
475,104.28
634,573.44
~/JT G 1-21>-02
Frank R. Baker
146 Springhouse Lane
Spring Grove, P A 17362
Phone: 717/225-5450
Fax: 717/225-0494
e-mail: frankr.baker@suscom.net
January 23,2002
Mr. Michael 1. Bangs
Attorney At Law
302 South 18th Street
Camp Hill, PA 17011
RE: Estate of Florence E. Bliss
Dear Mike,
Here is the information you requested concerning the average price and value of
the stock certificates for Florence E. Bliss as of the close of business, December 6, 2001.
Company Name
I Symbol I Shares I Avg. Price I Value
'Baker Hul!hes Inc. BH! 176 35.77 6,295.52
The Allstate Comnration ALL 184 33.01 6,073.84
Avava AV 54 12.50 675.00
AT&T T 750 17.95 13,462.50
Corn Products International Ine CPO 100 33.55 3,355.00
Delphi Automotive SYStems Co. DPH III 14.32 1,589.52
E.I. DUDOnt DeNemours & Co. . DD 100 45.29 4,529.00
Electronic Data SYStems Com. EDS 32 71.47 2,287.04
Eli Lillv and Corooration LLY 5808 82.08 476,720.64
General Motors Comoration GM 160 52.28 8,364.80
Hershev Foods Corooration HSY 2400 65.36 156,864.00
GM HUQ:hes Electronics Comoration GMH 24 14.63 351.12
Morgan, Stanlev, Dean, Witter & Co. MWD 156 56.48 8,810.88
Lucent Technololries Inc. LD 648 8.43 5,462.64
Phannacia PHA 4380 44.23 193,727.40
Sears, Roebuck & Co. S 100 45.90 4,590.00
Solutia Inc. SOl 876 14.28 12,509.28
Total Value: $905,668.18
*Hughes Tool Company changed its name to Baker Hughes Incorporated. The
220 shares of Hughes Tool Company exchanged for 176 shares of Baker Hughes
Incorporated. If you have any questions, please call me at 717-225-5450.
Sincerely,
~~oL
Frank R. Baker
srJI'!) 1 -II -07-
Prudential ~ Financial
Prudential Securities Incorporated
One New York Plaza. New York. NY 10292
12121778.1000
January 31,2002
Michael L. Bangs
302 South 18th Street
Camp Hill, PA 17011
RE: Account # KZC-1l6144
Florence E. Bliss
To Whom It May Concern:
This letter is in reference to Florence E. Bliss's Alliance Account. The Alliance Account was
established as an Interest Earning Checking Account. Our current interest rate is 3%. The date of
death value of the account was $6,158.98.
If you have any questions please do not hesitate to call us toll free at 1-877-255-4262 Monday-
Friday AM 8:00 to 8:00 PM EST.
Sincerely,
~~j(lj~
Marilyn Tirado
Alliance Account
I
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Bliss
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
551! 076-10-0114
FILE NUMBER
21-01-1152
12/06/2001
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 Allfirst Bank
14
15
16
17
18
19
20
21
22
DESCRIPTION
Jumbo CD 86310016013876
VALUE AT DATE
OF DEATH
100,000.00
2 Allfirst Bank
Jumbo CD 86310016014008
100,000.00
3 Al1first Bank
Interest on Certificates of Deposit
826.66
4
Miscellaneous cash on hand
Miscellaneous cash on hand
Miscellaneous cash on hand
Miscellaneous Cash on Hand
Proceeds from sale of Automobile
Auction proceeds (Sale III 3/11/2002)
16,200.00
5
550.00
6
7,105.00
7
4,020.00
8
750.00
9
70,879.02
10
Citizens Bank
Account No. 01189118
102,000.00
11
Citizens Bank
Savings Account 1100126-750041
630.23
12
Citizens Bank
Interest on certificate of deposit
940.50
13
Dividends on various stocks
3,316.42
First Union National Bank - Certificate of Deposit
11247412041490520
100,000.00
First Union National Bank - Interest on Certificates of Deposit
1,140.77
M&T Bank Passbook Savings Account 210000000994120
M&T Bank Certificate of Depos it 31003910181286
M&T Bank Certificate of Deposit 31003910327137
M&T Bank Interest on Certificate of Depos it
M&T Bank Interest on Certificates of Depos it
12,204.92
100,000.00
100,000.00
792.13
2,063.91
Mellon Bank Savings Account - Interest on Certificate of Deposit
609.88
PA Department of Revenue - 2001 Income Tax Refund
64.00
Total of Continuation Schedu1e(s)
523,132.57
TOTAL (Also enter on line 5, Recapitulation) $ 1,247,226.01
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15GB EX (Rev. 1-97)
-
Estate of: Florence E. Bliss
Soc Sec #: 076-10-0114
Date of Death: 12/06/2001
Item
#
Continuation of Schedule E
(Cash, Bank Deposits & Miscellaneous Personal Property)
Description
Value at Date
of Death
23
PNC Bank Corporation
24
PNC Bank Corporation
25
PNC Bank Corporation
26
PNC Bank Corporation
27
PNC Bank Corporation
28
PNC Bank Corporation
29
PNC Bank Corporation
30
Certificate of Deposit 31600176040
6,977.24
Certificate of Deposit 3190018082
104,550.00
Checking Account 5140005076
169,257.90
Checking Account 5140133625
12,427.61
Savings Account 5130074182
1,020.26
Interest on Certificates of Deposit
640.36
Interest on Certificates of Deposit
619.48
Prudential Alliance - Interest Earning Checking Account
KZC-1l6144
6,158.98
31
Refund - Refund from AARP
32
Refund from The Woods
33
2001 IRS Tax Refund
34
Waypoint Bank
Certificate of Deposit #1000003353
84,050.75
35
Waypoint Bank
Checking Account #1000009687
3,038.09
36
Waypoint Bank
Certificate of Deposit #1056321622
100,032.47
37
Waypoint Bank
Interest on Certificates of Deposit
515.90
38
265.50
5,067.52
1,251. 00
Proceeds from auction sale of personal property
27,259.51
523,132.57
t-!I:T'~
("?'}" -02...
-
01/25/02
15:15
~l ~02 934 2955
CIS
141002/003
iii allflrst
Annul Financial Cent"r N,A.
PO Box ~
Mmboro, DE (!)966
Janwuy 25, 2002
Michael L. Hangs
Attorney At Law
302 South IS"' Street
Camp HlIl, P A 17011
Re: Estate of F10rence E Bliss
Social Securitv: 076-10-0114
Date of Death: December 6, 2001
Dear Sir or Madam:
Per your inquiry doted Joounry 10, 2002 pl.... be a,t!ised ~'mt at the time of death, the above.lUn'led decedent had
on deposit with this bank the following:
1.
Type of Account
Jumbo CD
Ac.coWltNumber
86310016013876
OImershlp (Names ~f)
Florence E Bliss, Owner
Opening Date
1I/09/01
Balance on Date of Death
$laO, ()()(J.OO
$ NO.OO
'-Hili/ ~O:OOh'''h-'''''''' ..... .....-"........-...
Accrued Interest
Tntai
2.
Type of Account
Jumba CD
Account Number
863100160N008
O...",ership (Names of)
Florence E Bliss, OMter
Opl!nmg Date
1.105/01
Baumcc on Date of DrJa!A
SIOO,OOO.OO
Accrned Interest
$
10.00
Total
""$/oo;oT6:oo" ------..-....---...........
01125/02
15:15
~1 302 934 2955
CIS
141003/003
3.
1)pe of Account
Treasury Trading
Account Nwnber
2580000148
Nr;ft ,..""J'J O"""1/~J
-r~, ':'-'-:J "'''''-""fo-. /vo I/dWl...
Ownenhip (Names oj)
Florence E Bliss, Owner
Opening Date
11116/98
o.'7Ied
100,000 Nan-Nelt CD 1.80% Due 01/04/02
4.
Type of A ct;ounl
7roasury Trading
316000662
A.ccount Number
OY.'TIershlp (Names of)
Florence E Blf.r$, Owner
Opening Date
03/15/99
OY.'TIed
100,000 Non-Neg CD 1.80%Duc 12/1110/
11Ii: letlel' (10iU not {nclud, II"Y ncā¬ountJ in whIch the decl!(Jsec/ /MY IlllYe bee" lisled a.r Power of At!omey,
CWJfodlan afUnlform Trnnsj',rr. Reprn'htt,tiw. p(1Yt~ or Trustee uncftr /l FYrilten Agret17ltnt.
I'or fiU1h~r lJlX(IU/lt ill/ormation, do,~JIflJS tlndlor ,.".imbur,fP.mem a/funds reftr ItJ be/o-ov brr1l1ch:
PIIlBT MAJ>VLAND RIJILDINC
2~Sr.HARL!SSTREET
RAt. TIMORE, .\ID %12GI
410-1..4404966
~'u. . 1.
Assistant I
Cis Services, (302) 934-2909
-
VI Wayp.,qinJ
01/15/2002
MICHAEL L BANGS
302 S 18TH ST
CAMP HILL PA 17011
LOOK FOR US. WE"Ll GET YOU THERE.
The infonnation which you requested on the account(s) of FLORENCE BLISS DECEASED
(Social Security Number 076- 10-0114) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
]000003353
CERT]FICATE
02/26/98
84000.00
50.75
84050.75
]000009687
CHECKING
o 1104/95
3037.54
.55
3038.09
Balance at Date of
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
SOLE
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, ifany
Date Ownership
Was Established
Additional
Infannation
Requested
PLEASE COMPLETE W-9
IAlTEU5i I'll/I) AT DOO
3'1-7S./1
d.l1.71
]05632]622
CERTIFICA TE
09130197
100000.00
32.47
]00032.47
SOLE
-'1/ wO. 7 J..
Sincz~.. _ u,/V1
KAfH~~G'VY
SENIOR SERVICES REP.
PO. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711
Toll FrEE 1-866-WAYPOINT (1-866-929-7646) . WWW.waypointbank.com
fIVl'f) ~,q-01oEE-81-2002 18:23
PNC3ANI< C! F DE~Rn'EfH
412 705 0057 P.Jl/02
o PNCBAl\K
January 31, 2002
Michael L. Ban2S
302 South 18~ Street
Camp Hill, PA 17011
RE: Estate of Florence E. Bliss, deceased
SSN: 076-10-0114
000: 121612001
Dear Mr. Bangs:
In response 10 your request for Date of Death balances for the customer noted above, our
records show the following:
Centtlcllle$ of Deposit
Account # 31600 176040
Established 0 I i0412000
FLORENCE E BLISS
DOD balance: $6,977.24 + $0.86 accrued interest
Interest Paid 1/1/2001 - 12/6/2001 - $213.11
Account#31900J8082
Established 03/10/2000
FLORENCE E BLISS
DOD balance: $104,550.00 + $612.52 accrued interest
Interest Paid 1/1/2001 -12/6/2001 -$4,880.64
ChecJdng Accounts
Account #5140005076
Established 06/07/1993
FLORENCE E BLISS
DOD balance: SI69,257.90 + $54.55 accrued interest
Interest Paid 1/1/200 1 - 12/6/2001 - $871.36
Account#S14013362S
Established 03/0711990
FLORENCE E BLISS
DOD balance: $12,427.61 + $3.94 accrued interest
Interest Paid 1/1/2001 - 1216/2001 _ $65.26
Pelle 1 of2
FEB-01-20~2 10:23
Ff<crn,IK c: F DEFf~RTMEfH
~12 705 00S? P.02/02
Savings Account
Account #5130074182
Established 03/3111 983
FLORENCE E BUSS
DOD balance: $1,020.26 + $0.40 accrued interest
Interest Paid !ll/2001 - 1216/2001 - $9.22
Please note that this office only provides date of death balance; for deposit accounts
(lRAs, CDs, ChecJcing and Savings accaWlts). We do not process any financial
transactions or provide statements. It you need assistance with any of these items, please
call1.888.PNC.BANK (1.888.762.2265) or slop by your local PNC Bank branch office.
Sincerely,
@lJJh.pJA. ~
Rachelle Wells
1.800-762-1775
P7-PFSC.04-F
500 r.r.lt Ave.
p;U.burih PA 15219
Page 2 cf2
M.""ber FDIC
TOTAL P.02
.
fIJI'\:> 1-"-02-
f~NO
Reference 10: 231656
First Union National Bank
Ann: Account Verifications
POBox 40028
Roanoke VA 24022-7313
February I, 2002
MICHAEL L BANGS
ATTORNEY AT LAW
302 SOUTH 18TH STREET
CAMP HILL, PA 17011
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
FLORENCE E BLISS (SSN# 076-10-0114)
Date of Death: December 6, 2001
Denosit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest
Date Rate
Accrued YTD Date
Interest Interest Paid Closed
CERTlFICA TE OF DEPOSIT 247412041490520 $100,000.00
LEGAL TITLE: FLORENCE E BLISS
ROLLOVER FROM #247412041229471 WHICH OPENED ON 06/21/2000
3/21/2001
9/21/2002
$964.42
$2,306.76
.. Due to system limitations. we can only provide a twelve month average balance on depository accounts
No Safe Deposit Box found for customer.
.. Date of death balance does not include accrued interest.
.. I f date of death OCCUITS on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
February 1,2002
tative Date
Drema Rubinoff
Depository Representative
Servicenter Associate
Title
(540)563- 7323
Phone Number
abs;
x"032
-
REV-15tt EX t (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Florence E. Bliss
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
5.
SSfI 076-10-0114
FILE NUMBER
21- 01-1152
12/06/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Evans Cemetery Memorials
1,100.00
Bronze Marker
2
Musselman Funeral Home & Cremation Services, Inc. - Funeral Bill
3,758.00
3
St. John's Cemetery - Grave Purchase and Opening
700.00
ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
C~ S~ Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees
Michael L. Bangs, Esquire
(If decedent's address is not the same as claimant's, attach explanation)
100,000.00
Family Exemption:
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
lip
4.
Probate Fees
Register of Wills
972 . 00
Accountant's Fees
750.00
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal - Advertising of Estate Notice
75.00
2
Duty's Lock & Key - New locks for residence
92.68
3
Expense
L. G. Conner Appraisers
525.00
4
Expense
Postmaster
3.10
5
Expense
The Custom Frame Shop (Ned Smith print)
39.22
6
Expense
Cordier Antiques (professional opinion)
50.00
Total of Continuation Schedu1e(s)
22,797.01
TOTAL (Also enter on line 9, Recapitulation) $ 130,862.01
(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)
-
Estate of: Florence E. Bliss
Soc Sec #: 076-10-0114
Date of Death: 12/06/2001
Item
#
Description
Continuation of Schedule H-B7
(Other Administrative Costs)
Amount
7
Expense
Frank R. Baker (Stock Valuation)
125.00
Register of Wills (short certificates)
15.00
8
Expense
Lawrence vonBarann (appraisal fee for painting)
80.00
9
Expense
Postmaster
5.34
10
Expense
Pecora Engineering (subdivision work for land)
3,515.00
11
Expense
Park Custom Homes, Inc.
(repairs to house for sale)
Park Custom Homes
(repairs to house for sale)
Procopio Landscape Services
15,700.00
350.00
530.00
12
Expense
Environmental Compliance Management, Inc.
(removal of hazardous materials from house)
Procopio Landscape Services
2,205.00
190.80
13
Expense
17
The Sentinel - Estate Advertising
80.87
22,797.01
.............
14
Expense
15
Expense
16
Expense
AEV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Bliss
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSII 076-10-0114
FILE NUMBER
21-01-1152
Include unreimbursed medical expenses.
12/06/2001
ITEM
NUMBER
1 Expense
2 Expense
3 Expense
4 Expense
5 Expense
6 Expense
7 Expense
8 Expense
9 Expense
10 Expense
11 Expense
12 Expense
13 Expense
14 Expense
15 Expense
16 Expense
17 Expense
18 Expense
19 Expense
20 Expense
21 Expense
22 Expense
23 Expense
DESCRIPTION
Verizon (Disconnect of Phone at The Woods)
AMOUNT
12.95
Verizon (Phone at Cedar Cliff Drive)
39.72
Lower Allen Township (Sewer/Refuse)
67.50
PAWC (Bill 12/6/01 to 1/7/02)
21. 09
Zimmerman's Landscape Maintenance
70.00
Brockie Pharmatech
486.54
PP&L
84.97
Comcast Cable
31. 42
Verizon
19.87
PAWC
10.24
PP&L
33.27
Travelers' Insurance (homeowners partial premium)
89.25
Bonnie K. Miller, Treasurer (2002 County Tax - House)
755.27
Bonnie K. Miller, Treasurer (2002 County Taxes - Lot)
175.22
PP&L
38.72
PA Water Company
12.96
Verizon
19.79
Verizon
20.95
PP&L
39.66
PA Water Company
12.09
Lower Allen Township (Sewer/Refuse)
67.50
PAWC
10.51
Verizon
20.08
Total of Continuation Schedulers)
660.89
TOTAL (Also enter on line 10, Recapitulation) $ 2,800.46
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
-
Estate of: Florence E. Bliss
Sac Sec #: 076-10-0114
Date of Death: 12/06/2001
Continuation of Schedule I
(Debts of Decedent, Mortgage Liabilities and Liens)
Item
II
Description
Amount
24 Expense PP&L 23.13
25 Expense PAWC 11.57
26 Expense Verizon 19.81
27 Expense PP&L 13.28
28 Expense PP&L Final Bill 5.98
29 Expense PAWC (FINAL BILL) 12.12
30 Zimmerman's Landscape Maintenance 575.00
--------------
660.89
---
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence E. Bliss
SCHEDULE J
BENEFICIARIES
SSfl 076-10-0114
12/06/2001
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions):
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21- 01-1152
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEe 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Holy Spirit Hospital
503 North 21st Street
Camp Hill, PA 17011
(One-quarter of residue)
Harrisburg Area Community College
Scholarship Foundation
One HACC Drive
Harrisburg, PA 17110
(One-quarter of residue)
2
TOTAL OF PART II - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same sjze)
Copyright (c) 1996 form software only CPSystems, Inc.
-----
25%
25%
Form REV-1513 EX (Rev. 1-97)
Estate of: Florence E. Bliss
Soc Sec #: 076-10-0114
Date of Death: 12/06/2001
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item
II
Description
Amount or
Share of Estate
3
St. Jude Children's Research Hospital
ALSAC Danny Thomas
501 St. Jude Place
Memphis, TN 38105
(One-Quarter of Residue)
25%
4
Humane Society of Harrisburg Area, Inc.
West Shore Branch
Sinclair & Eppley Roads
Mechanicsburg, PA 17055
(One-Quarter of Residue)
25%
---
.,
CWill
if
eyflorence GG. c5aliss
I, FLORENCE E. BLISS, of Lower Allen Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker
,
<:;
and all expenses of my last illness, and any and all taxes and assessments imposed by any
~
~
\'"'-
~
'--.
governmental body as a result of my death, whether on property passing under this will or
otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a
~
part of the expense of the administration of my estate.
ITEM II. I give and bequeath all of my household goods, automobiles,jewelry, and all
other articles of household and personal use, equipment and ornament, together with all
insurance thereon and relating thereto, in equal shares, as follows:
\
.J
A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis,
{
,
Tennessee;
.
'"
B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania;
'.
C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of
Mechanicsburg, Pennsylvania; and
D. A scholarship fund for students with financial need to attend
Harrisburg Area Community College, to be set up through the Harrisburg Area
1
--
~ ~
Community College Foundation, under terms and conditions deemed appropriate
by my Executor to accomplish this bequest, and to be administered through the
Harrisburg Area Community College Foundation by my Executor or his designee.
,
ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my
'"
~,
~
possessions and estate of every nature and wherever situate, in equal shares, as follows:
~
~
~
A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis,
cJ
cvj
"
Tennessee;
B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania;
l.c'
C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of
j
~
",3
, ,
r
Mechanicsburg, Pennsylvania; and
D, A scholarship fund for students with financial need to attend
:--.
Harrisburg Area Community College, to be set up through the Harrisburg Area
,
Community College Foundation, under terms and conditions deemed appropriate
by my Executor to accomplish this bequest, and to be administered through the
Harrisburg Area Community College Foundation by my Executor or his designee.
ITEM IV. I appoint MICHAEL L. BANGS, Attorney-at-Law, executor of this my last
will,
ITEM V. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby
give to my personal representatives the following powers and authorities effective without court
2
,. ~
approval and until actual distribution of all property: to compromise any claim or controversy;
to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as
my personal representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including any stock or other securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my
personal representatives deem proper, without regard to any principle of risk or diversification;
to retain any or all assets of my estate, real or personal, without regard to any principle of risk or
diversification; to sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges, or leases, for such prices
and upon such terms or conditions as my personal representatives deem proper; and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM VI. I direct that my personal representatives and fiduciaries shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this
~. ,2000.
(1
day
of
./'\
t/ 7 /L-->J~'U- ('
FLORENCE E. BLISS
/~L
3
---
,. ~
The preceding instrument, consisting of this and THREE other typewritten pages, each
identified by the signature of the testatrix was on the date thereof signed, published, and declared
by FLORENCE E. BLISS, the testatrix therein named, 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.
ct~~--
4
-----
oJ!':
COMMONWEALTH OF PENNSYLVANIA
)
( SS:
)
COUNTY OF CUMBERLAND
The undersigned, being the testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
."~":i 0 C:" /~..7)~' ,
C.:-".I ,~ _
,/ .\...-V~c."'-
FLORENCE E. BLISS
N
)
( SS:
COUNTY OF CUMBERLAND )
WE, and vouGlfl-S 'J. (fi<35Mtthewitnesseswhose
names are signed to the attached 0 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 she signed it willingly and that she executed it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; 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. L ~
NOTARIAl su.J.
WINDY ~. Ot~s.~!to, Notary Pubr:.k
'-sr. AIh>. T"P.. c.""borland r _"_.'
....c-. """"'.
my rt uhm ~N4y 10, 200J
5
--